SPDR INDEX SHARES FUNDS - EFAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 1,435,553 | 72,452 | 0.14% | 0.14% | 1 | +28,650 | 2.04% | Q4 2025 | Feb 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 661,907 | 33,403 | 2.57% | 2.26% | 2 | +93,000 | 16.35% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 318,662 | 16,081 | 0.23% | 0.22% | 3 | +16,904 | 5.6% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 279,545 | 14,107 | 0.0% | 0.0% | 4 | +42,251 | 17.81% | Q4 2025 | Feb 17, 2026 |
| Windmill Hill Asset Management Ltd | History | New | 227,939 | 11,503 | 2.69% | — | 5 | +227,939 | New | Q4 2025 | Feb 06, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Added to | 219,527 | 11,078 | 0.83% | 0.72% | 6 | +3,900 | 1.81% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | Added to | 197,825 | 9,983 | 0.22% | 0.19% | 7 | +20,331 | 11.45% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 166,460 | 8,400 | 0.02% | 0.01% | 8 | +68,900 | 70.62% | Q4 2025 | Mar 16, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 123,389 | 6,226 | 0.01% | 0.01% | 9 | -6,253 | -4.82% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 120,644 | 6,088 | 0.01% | 0.01% | 10 | +5,941 | 5.18% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 119,804 | 6,046 | 0.0% | 0.0% | 11 | +613 | 0.51% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 116,694 | 5,889 | 0.0% | 0.0% | 12 | -27,340 | -18.98% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 102,473 | 5,171 | 0.07% | 0.08% | 13 | -215 | -0.21% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 72,412 | 3,654 | 0.0% | — | 14 | +72,412 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,213 | 3,644 | 0.0% | 0.0% | 15 | +32,539 | 82.02% | Q4 2025 | Feb 17, 2026 |
| Values Added Financial LLC | History | Added to | 61,757 | 3,116 | 1.32% | 1.29% | 16 | +2,976 | 5.06% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Added to | 59,223 | 2,988 | 0.0% | 0.0% | 17 | +44,881 | 312.93% | Q4 2025 | Feb 13, 2026 |
| NEPC LLC | History | No change | 53,260 | 2,688 | 0.06% | 0.07% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 47,500 | 2,397 | 0.0% | 0.0% | 19 | -26 | -0.05% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 44,832 | 2,262 | 0.07% | 0.07% | 20 | +11,436 | 34.24% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 40,172 | 2,027 | 0.02% | 0.02% | 21 | -10,613 | -20.9% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,674 | 1,800 | 0.04% | 0.04% | 22 | +3,970 | 12.52% | Q4 2025 | Feb 09, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 32,520 | 1,641 | 0.28% | 1.48% | 23 | -111,964 | -77.49% | Q4 2025 | Feb 09, 2026 |
| SB Capital Management Inc | History | New | 31,053 | 1,567 | 0.57% | — | 24 | +31,053 | New | Q4 2025 | Feb 20, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 25,135 | 1,268 | 0.01% | 0.01% | 25 | -2,915 | -10.39% | Q4 2025 | Feb 17, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 22,731 | 1,147 | 1.47% | 1.33% | 26 | +340 | 1.52% | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 22,131 | 1,116 | 0.02% | 0.01% | 27 | +3,892 | 21.34% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,729 | 1,096 | 0.01% | 0.01% | 28 | +2,403 | 12.43% | Q4 2025 | Feb 17, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 20,565 | 1,037 | 0.14% | 0.14% | 29 | +217 | 1.07% | Q4 2025 | Jan 27, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 19,957 | 1,007 | 0.75% | 0.77% | 30 | +182 | 0.92% | Q4 2025 | Jan 14, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 19,870 | 1,002 | 0.64% | 0.66% | 31 | -427 | -2.1% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,800 | 999 | 0.0% | — | 32 | +19,800 | New | Q4 2025 | Feb 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 19,542 | 986 | 0.05% | 0.05% | 33 | +552 | 2.91% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,605 | 938 | 0.0% | 0.0% | 34 | +1,580 | 9.28% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,130 | 763 | 0.0% | 0.0% | 35 | +3,798 | 33.52% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,084 | 660 | 0.0% | 0.0% | 36 | +9,976 | 320.98% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,054 | 608 | 0.0% | 0.0% | 37 | +6 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 11,215 | 565 | 0.16% | 0.17% | 38 | -557 | -4.73% | Q4 2025 | Jan 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 10,525 | 531 | 0.09% | 0.09% | 39 | -252 | -2.34% | Q4 2025 | Jan 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 9,374 | 486 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | Added to | 9,443 | 476 | 0.11% | 0.09% | 41 | +1,779 | 23.21% | Q4 2025 | Feb 10, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 8,829 | 445 | 0.13% | 0.13% | 42 | +94 | 1.08% | Q4 2025 | Jan 28, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 8,808 | 444 | 0.16% | 0.16% | 44 | +394 | 4.68% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,805 | 444 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,370 | 422 | 0.0% | 0.0% | 45 | -452 | -5.12% | Q4 2025 | Feb 10, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 8,309 | 419 | 0.18% | 0.17% | 46 | +292 | 3.64% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,143 | 410 | 0.0% | 0.0% | 47 | -585 | -6.7% | Q4 2025 | Feb 06, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,456 | 376 | 0.06% | 0.06% | 48 | -251 | -3.26% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,318 | 369 | 0.0% | 0.0% | 49 | -568 | -7.2% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 7,251 | 365 | 0.03% | 0.02% | 50 | +2,815 | 63.46% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 7,214 | 364 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| eCIO, Inc. | History | Added to | 7,035 | 355 | 0.17% | 0.13% | 53 | +128 | 1.85% | Q4 2025 | Jan 20, 2026 |
| Choate Investment Advisors | History | Added to | 7,043 | 355 | 0.01% | 0.01% | 52 | +5 | 0.07% | Q4 2025 | Feb 09, 2026 |
| Aufman Associates Inc | History | Added to | 6,967 | 351 | 0.18% | 0.19% | 54 | +126 | 1.84% | Q4 2025 | Feb 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 6,932 | 349 | 0.17% | 0.17% | 55 | +99 | 1.45% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 6,898 | 348 | 0.0% | 0.0% | 56 | +90 | 1.32% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 6,785 | 342 | 0.0% | 0.0% | 57 | +988 | 17.04% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 6,717 | 338 | 0.0% | 0.02% | 58 | -36,422 | -84.43% | Q4 2025 | Feb 18, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 6,524 | 329 | 0.01% | 0.01% | 59 | +50 | 0.77% | Q4 2025 | Jan 20, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 5,845 | 294 | 0.27% | 0.29% | 60 | -203 | -3.36% | Q4 2025 | Feb 05, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 5,699 | 287 | 0.02% | 0.02% | 61 | -588 | -9.35% | Q4 2025 | Feb 12, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 5,090 | 256 | 0.07% | 0.08% | 62 | -75 | -1.45% | Q4 2025 | Feb 10, 2026 |
| GenTrust, LLC | History | Added to | 4,837 | 244 | 0.01% | 0.01% | 63 | +87 | 1.83% | Q4 2025 | Feb 02, 2026 |
| William Mack & Associates, Inc. | History | New | 4,663 | 235 | 0.11% | — | 64 | +4,663 | New | Q4 2025 | Feb 09, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 4,570 | 230 | 0.12% | 0.13% | 65 | -547 | -10.69% | Q4 2025 | Jan 26, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 4,560 | 230 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,387 | 221 | 0.0% | 0.0% | 67 | +322 | 7.92% | Q4 2025 | Jan 30, 2026 |
| GTS SECURITIES LLC | History | New | 3,971 | 200 | 0.01% | — | 68 | +3,971 | New | Q4 2025 | Feb 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 3,879 | 195 | 0.09% | 0.05% | 69 | +1,924 | 98.41% | Q4 2025 | Jan 15, 2026 |
| Sankala Group LLC | History | New | 2,566 | 140 | 0.11% | — | 70 | +2,566 | New | Q4 2025 | Mar 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,966 | 99 | 0.0% | — | 71 | +1,966 | New | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,783 | 89 | 0.01% | 0.01% | 72 | +2 | 0.11% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | Reduced | 1,704 | 85 | 0.0% | 0.0% | 73 | -1 | -0.06% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,668 | 84 | 0.0% | 0.0% | 74 | +6 | 0.36% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 1,273 | 64 | 0.0% | 0.0% | 75 | +56 | 4.6% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 797 | 40 | 0.0% | 0.0% | 76 | +37 | 4.87% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | New | 750 | 37 | 0.0% | — | 77 | +750 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 718 | 36 | 0.0% | 0.0% | 78 | +13 | 1.84% | Q4 2025 | Jan 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 586 | 29 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 518 | 26 | 0.0% | — | 80 | +518 | New | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 350 | 17 | 0.0% | — | 81 | +350 | New | Q4 2025 | Feb 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 320 | 16 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 300 | 15 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | New | 76 | 3 | 0.0% | — | 85 | +76 | New | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 34 | 1 | 0.0% | — | 86 | +17 | 100.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.56% | — | -886,697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.28% | — | -55,005 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,220 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Diversified Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,670 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -4,156 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,191 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,084 | -100.0% | Q3 2025 | Oct 29, 2025 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dunhill Financial, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |