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 | No change | 2,147,252 | 87,946 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,993,638 | 81,654 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,437,964 | 58,895 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | Added to | 1,453,169 | 58,359 | 5.08% | 5.18% | 4 | +52,698 | 3.76% | Q3 2026 | Oct 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,322,184 | 54,153 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 710,616 | 28,538 | 12.92% | 12.92% | 6 | +20,059 | 2.9% | Q3 2026 | Nov 02, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 567,745 | 23,253 | 0.37% | 0.37% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 529,570 | 21,689 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 490,614 | 20,090 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 438,821 | 17,973 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 410,325 | 16,805 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Drake & Associates, LLC | History | No change | 402,997 | 16,505 | 2.78% | 2.78% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 393,938 | 16,134 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 326,806 | 13,124 | 2.33% | 2.35% | 14 | +23,557 | 7.77% | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | No change | 318,312 | 13,037 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 311,928 | 12,775 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| swisspartners Advisors Ltd | History | No change | 283,700 | 11,616 | 7.83% | 7.83% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plan Group Financial, LLC | History | Added to | 284,602 | 11,549 | 2.27% | 2.19% | 18 | +24,590 | 9.46% | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 271,579 | 11,123 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 275,031 | 11,045 | 2.66% | 2.68% | 20 | +9,734 | 3.67% | Q3 2026 | Oct 23, 2026 |
| M&T BANK CORP | History | No change | 264,304 | 10,825 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 255,221 | 10,453 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 250,887 | 10,275 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WCG Wealth Advisors LLC | History | No change | 245,009 | 10,034 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 245,588 | 9,862 | 0.01% | 0.02% | 25 | -108,928 | -30.73% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 228,220 | 9,165 | 0.06% | 0.07% | 26 | +13,347 | 6.21% | Q3 2026 | Oct 16, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 210,909 | 8,638 | 4.11% | 4.11% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 209,455 | 8,579 | 0.33% | 0.33% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 199,492 | 8,011 | 0.09% | 0.09% | 29 | +1,698 | 0.86% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 191,018 | 7,823 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 179,312 | 7,201 | 0.02% | 0.02% | 31 | +360 | 0.2% | Q3 2026 | Nov 02, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 172,907 | 7,081 | 3.5% | 3.5% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 150,952 | 6,182 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 138,195 | 5,816 | 3.02% | 3.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 136,849 | 5,495 | 0.28% | 0.31% | 35 | +3,114 | 2.33% | Q3 2026 | Oct 21, 2026 |
| Cyr Financial Inc. | History | Added to | 136,569 | 5,484 | 2.67% | 2.64% | 36 | +12,687 | 10.24% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 121,711 | 4,984 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 123,018 | 4,940 | 0.58% | 0.42% | 38 | +34,586 | 39.11% | Q3 2026 | Oct 16, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 116,304 | 4,673 | 2.26% | 2.05% | 39 | +12,972 | 12.55% | Q3 2026 | Nov 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 116,314 | 4,671 | 0.47% | 0.49% | 40 | -6,017 | -4.92% | Q3 2026 | Oct 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 108,274 | 4,434 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 91,224 | 3,736 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 91,991 | 3,664 | 1.19% | 1.14% | 43 | +9,283 | 11.22% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 92,007 | 3,660 | 0.01% | 0.01% | 44 | +71 | 0.08% | Q3 2026 | Oct 13, 2026 |
| Columbia River Financial Group, LLC | History | No change | 89,112 | 3,649 | 1.96% | 1.96% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 89,337 | 3,587 | 0.03% | 0.02% | 46 | +36,198 | 68.12% | Q3 2026 | Oct 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 86,724 | 3,482 | 0.23% | 0.21% | 47 | +8,342 | 10.64% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 78,830 | 3,224 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 70,051 | 2,841 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 67,008 | 2,744 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 64,556 | 2,644 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 63,487 | 2,549 | 0.12% | 0.13% | 52 | -1,057 | -1.64% | Q3 2026 | Nov 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 60,851 | 2,492 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 60,389 | 2,425 | 0.02% | 0.02% | 54 | +2,774 | 4.81% | Q3 2026 | Oct 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 57,642 | 2,314 | 0.15% | 0.49% | 55 | -121,879 | -67.89% | Q3 2026 | Oct 08, 2026 |
| Old Port Advisors | History | Reduced | 53,359 | 2,142 | 0.43% | 0.43% | 56 | -305 | -0.57% | Q3 2026 | Oct 23, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 50,561 | 2,030 | 0.36% | 0.35% | 57 | +1,888 | 3.88% | Q3 2026 | Oct 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 46,005 | 1,884 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 43,765 | 1,792 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RDA Financial Network | History | Added to | 42,644 | 1,712 | 0.37% | 0.38% | 60 | +77 | 0.18% | Q3 2026 | Oct 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 42,504 | 1,706 | 0.49% | 0.51% | 61 | -1,206 | -2.76% | Q3 2026 | Oct 21, 2026 |
| Able Wealth Management LLC | History | Reduced | 40,008 | 1,603 | 0.35% | 0.38% | 62 | -628 | -1.55% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 39,005 | 1,597 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 38,795 | 1,588 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 38,522 | 1,547 | 0.03% | 0.07% | 65 | -51,668 | -57.29% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 37,629 | 1,541 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 38,345 | 1,539 | 0.04% | 0.02% | 67 | +26,412 | 221.34% | Q3 2026 | Oct 23, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 38,062 | 1,528 | 0.19% | 0.31% | 68 | +2,631 | 7.43% | Q3 2026 | Oct 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 37,909 | 1,522 | 0.0% | 0.0% | 69 | +783 | 2.11% | Q3 2026 | Oct 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 34,700 | 1,421 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 35,332 | 1,418 | 0.44% | 0.48% | 71 | +534 | 1.53% | Q3 2026 | Oct 22, 2026 |
| FIDUCIARY TRUST CO | History | No change | 34,406 | 1,409 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 30,648 | 1,230 | 0.04% | 0.03% | 73 | +7,933 | 34.92% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,280 | 1,175 | 0.0% | 0.0% | 74 | +7,052 | 31.73% | Q3 2026 | Nov 02, 2026 |
| Savvy Advisors, Inc. | History | No change | 28,418 | 1,163 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 27,168 | 1,112 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Reduced | 27,489 | 1,103 | 0.01% | 0.03% | 77 | -42,879 | -60.94% | Q3 2026 | Oct 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 26,934 | 1,103 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powerhouse Assets LLC | History | Added to | 27,017 | 1,085 | 0.87% | 0.84% | 79 | +1,812 | 7.19% | Q3 2026 | Oct 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,974 | 1,063 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 23,111 | 928 | 0.29% | 0.21% | 81 | +6,812 | 41.79% | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 21,782 | 892 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 21,725 | 889 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 21,643 | 886 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IRON Financial LLC | History | Added to | 21,225 | 852 | 0.35% | 0.35% | 85 | +555 | 2.69% | Q3 2026 | Oct 23, 2026 |
| AlTi Global, Inc. | History | No change | 18,200 | 745 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | Reduced | 18,012 | 723 | 0.04% | 0.05% | 87 | -759 | -4.04% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,571 | 706 | 0.02% | 0.02% | 88 | -3,365 | -16.07% | Q3 2026 | Oct 22, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 16,876 | 691 | 0.38% | 0.38% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,159 | 689 | 0.0% | 0.0% | 90 | +8,607 | 100.64% | Q3 2026 | Oct 26, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 16,816 | 688 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16,806 | 687 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,963 | 686 | 0.04% | 0.04% | 93 | +251 | 1.5% | Q3 2026 | Oct 30, 2026 |
| Invesco Ltd. | History | No change | 16,429 | 672 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 14,122 | 578 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 14,169 | 559 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,849 | 556 | 0.01% | 0.01% | 97 | -197 | -1.4% | Q3 2026 | Oct 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 13,732 | 551 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 26,036 | 550 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 13,619 | 546 | 0.13% | 0.11% | 100 | +2,883 | 26.85% | Q3 2026 | Oct 29, 2026 |
| American Trust | History | No change | 13,178 | 539 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 12,546 | 513 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 12,595 | 505 | 0.12% | 0.12% | 103 | +588 | 4.9% | Q3 2026 | Oct 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,148 | 497 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 12,231 | 491 | 0.15% | 0.16% | 105 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,019 | 482 | 0.01% | 0.01% | 106 | +691 | 6.1% | Q3 2026 | Oct 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 11,383 | 457 | 0.12% | 0.12% | 107 | +127 | 1.13% | Q3 2026 | Oct 23, 2026 |
| Opus Financial Solutions LLC | History | No change | 11,105 | 454 | 0.37% | 0.37% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RiverTree Advisors, LLC | History | Added to | 10,847 | 435 | 0.26% | 0.25% | 109 | +452 | 4.35% | Q3 2026 | Oct 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 10,749 | 431 | 0.11% | 0.11% | 110 | +726 | 7.24% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Reduced | 10,631 | 426 | 0.0% | 0.0% | 111 | -1,678 | -13.63% | Q3 2026 | Nov 02, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 10,567 | 424 | 0.17% | 0.19% | 112 | -896 | -7.82% | Q3 2026 | Oct 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,974 | 408 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Key Capital Management, INC | History | Added to | 10,108 | 405 | 0.15% | 0.21% | 114 | +16 | 0.16% | Q3 2026 | Nov 03, 2026 |
| HRT FINANCIAL LP | History | No change | 9,818 | 402 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 9,601 | 393 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 9,291 | 373 | 0.04% | 0.05% | 117 | -5,010 | -35.03% | Q3 2026 | Oct 20, 2026 |
| XY Planning Network, Inc. | History | New | 8,907 | 357 | 0.04% | — | 118 | +8,907 | New | Q3 2026 | Oct 13, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 8,225 | 330 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 8,155 | 327 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 7,813 | 319 | 0.0% | 0.0% | 121 | 0 | 0.0% | 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 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,635 | 312 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 7,641 | 312 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,366 | 301 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 7,269 | 297 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,250 | 296 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,382 | 296 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,300 | 293 | 0.01% | 0.01% | 129 | +400 | 5.8% | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,305 | 293 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 7,135 | 286 | 0.0% | — | 131 | +7,135 | New | Q3 2026 | Nov 02, 2026 |
| Tidemark, LLC | History | No change | 6,959 | 285 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 6,754 | 271 | 0.05% | 0.05% | 133 | +24 | 0.36% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,522 | 267 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 6,592 | 266 | 0.06% | 0.06% | 135 | +843 | 14.66% | Q3 2026 | Oct 26, 2026 |
| LifeWealth Investments, LLC | History | Added to | 6,466 | 259 | 0.07% | 0.06% | 137 | +940 | 17.01% | Q3 2026 | Oct 21, 2026 |
| Continuum Advisory, LLC | History | No change | 6,347 | 259 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COWA, LLC | History | Added to | 6,432 | 258 | 0.06% | 0.07% | 138 | +9 | 0.14% | Q3 2026 | Oct 30, 2026 |
| Bellecapital International Ltd. | History | No change | 6,200 | 248 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,903 | 241 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Intellectus Partners, LLC | History | No change | 5,763 | 236 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 5,754 | 235 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 5,700 | 233 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 5,683 | 232 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,676 | 227 | 0.07% | 0.07% | 145 | +55 | 0.98% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 5,497 | 225 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,391 | 219 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 5,262 | 215 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CPWA, LLC | History | New | 5,075 | 202 | 0.22% | — | 149 | +5,075 | New | Q3 2026 | Nov 04, 2026 |
| City State Bank | History | Added to | 4,963 | 199 | 0.05% | 0.04% | 151 | +820 | 19.79% | Q3 2026 | Oct 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,872 | 199 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 4,892 | 196 | 0.12% | 0.14% | 152 | -118 | -2.36% | Q3 2026 | Oct 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 4,036 | 162 | 0.12% | 0.13% | 153 | -24 | -0.59% | Q3 2026 | Nov 02, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 3,750 | 148 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,939 | 120 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 2,712 | 111 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | No change | 2,700 | 108 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Regatta Research & Money Management | History | No change | 2,492 | 102 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,492 | 100 | 0.01% | 0.01% | 159 | -250 | -9.12% | Q3 2026 | Oct 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,303 | 94 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,254 | 92 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,074 | 83 | 0.02% | 0.02% | 162 | -36 | -1.71% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,887 | 77 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 1,910 | 76 | 0.01% | 0.01% | 164 | -680 | -26.25% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,714 | 70 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,700 | 69 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 1,650 | 66 | 0.03% | 0.02% | 167 | +157 | 10.52% | Q3 2026 | Nov 02, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,621 | 65 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,522 | 61 | 0.05% | — | 169 | +1,522 | New | Q3 2026 | Oct 20, 2026 |
| BlackRock, Inc. | History | No change | 1,410 | 57 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,375 | 56 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,320 | 53 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,274 | 51 | 0.02% | 0.02% | 174 | +33 | 2.66% | Q3 2026 | Oct 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,270 | 51 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,222 | 49 | 0.03% | 0.02% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Morling Financial Advisors, LLC | History | New | 1,137 | 45 | 0.01% | — | 177 | +1,137 | New | Q3 2026 | Oct 28, 2026 |
| Bogart Wealth, LLC | History | No change | 1,120 | 45 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,040 | 41 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 950 | 38 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 872 | 35 | 0.01% | 0.01% | 180 | -26 | -2.9% | Q3 2026 | Oct 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 793 | 32 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 748 | 30 | 0.01% | 0.01% | 182 | +12 | 1.63% | Q3 2026 | Oct 23, 2026 |
| NFSG Corp | History | New | 698 | 28 | 0.0% | — | 183 | +698 | New | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 647 | 26 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Reduced | 613 | 25 | 0.02% | 0.02% | 185 | -19 | -3.01% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 605 | 24 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 509 | 20 | 0.0% | — | 188 | +509 | New | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 503 | 20 | 0.0% | 0.0% | 187 | -31 | -5.81% | Q3 2026 | Oct 22, 2026 |
| Rossby Financial, LCC | History | No change | 471 | 19 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Wealth Partners | History | No change | 497 | 19 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 442 | 18 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montgomery Financial Services LLC | History | Added to | 355 | 14 | 0.01% | 0.01% | 192 | +169 | 90.86% | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 302 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | No change | 302 | 12 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 302 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 273 | 11 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 286 | 11 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 257 | 10 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 228 | 9 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 192 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 200 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Networth Advisors, LLC | History | Added to | 190 | 7 | 0.0% | 0.0% | 203 | +3 | 1.6% | Q3 2026 | Nov 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 177 | 7 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 145 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| VANGUARD ADVISERS INC | History | No change | 145 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 123 | 4 | 0.0% | 0.0% | 208 | +2 | 1.65% | Q3 2026 | Nov 04, 2026 |
| WealthShield Partners, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 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 | No change | 77 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | 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 |
| Center for Financial Planning, Inc. | History | New | 60 | 2 | 0.0% | — | 213 | +60 | New | Q3 2026 | Oct 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 57 | 2 | 0.0% | — | 214 | +57 | New | Q3 2026 | Oct 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Front Row Advisors LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 41 | 1 | 0.0% | — | 218 | +41 | New | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,102 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.13% | — | -5,542 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,008 | -100.0% | Q3 2026 | Oct 08, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,990 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,947 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -877 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 22 | 0 | — | — | — | +11 | 100.0% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |