SPDR INDEX SHARES FUNDS - EWX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 1,760,186 | 116,383 | 0.08% | 0.09% | 1 | -89,231 | -4.82% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 717,512 | 47,441 | 0.0% | 0.0% | 2 | -8,099 | -1.12% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 446,425 | 29,517 | 0.06% | 0.06% | 3 | -3,213 | -0.71% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 342,943 | 22,675 | 0.0% | 0.0% | 4 | +61,635 | 21.91% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 329,880 | 21,811 | 0.03% | 0.02% | 5 | +23,773 | 7.77% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 250,839 | 16,585 | 0.0% | 0.0% | 6 | +24,560 | 10.85% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 209,949 | 13,881 | 0.0% | 0.0% | 7 | +8,782 | 4.37% | Q1 2026 | May 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 177,987 | 11,768 | 0.2% | 0.21% | 8 | -5,091 | -2.78% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 164,766 | 10,894 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 137,577 | 10,118 | 0.15% | 0.16% | 10 | +14,986 | 12.22% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 117,870 | 7,797 | 0.0% | 0.0% | 11 | +11,445 | 10.75% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 114,454 | 7,567 | 0.11% | 0.12% | 12 | +3,241 | 2.91% | Q1 2026 | Apr 10, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 99,982 | 6,610 | 0.49% | 0.49% | 13 | -1,052 | -1.04% | Q1 2026 | May 04, 2026 |
| Welch Financial Planning, LLC | History | Added to | 84,274 | 5,572 | 4.01% | 3.93% | 14 | +2,139 | 2.6% | Q1 2026 | Apr 21, 2026 |
| BIP Wealth, LLC | History | Reduced | 83,823 | 5,542 | 0.23% | 0.22% | 15 | -11,779 | -12.32% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 76,323 | 5,046 | 0.43% | 0.46% | 16 | -7,619 | -9.08% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 76,153 | 5,035 | 0.08% | 0.01% | 17 | +66,991 | 731.18% | Q1 2026 | May 15, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 69,848 | 4,618 | 0.91% | 0.93% | 18 | +311 | 0.45% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 60,264 | 3,984 | 0.2% | 0.21% | 19 | -1,819 | -2.93% | Q1 2026 | May 04, 2026 |
| rebel Financial LLC | History | Added to | 60,209 | 3,981 | 1.73% | 1.67% | 20 | +575 | 0.96% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,107 | 3,908 | 0.0% | 0.0% | 21 | +3,753 | 6.78% | Q1 2026 | May 04, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 56,769 | 3,753 | 0.78% | 0.76% | 22 | +4,334 | 8.27% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 56,686 | 3,748 | 3.2% | 3.42% | 23 | +2,494 | 4.6% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 54,494 | 3,603 | 0.02% | 0.02% | 24 | +5,933 | 12.22% | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 53,583 | 3,542 | 0.2% | 2.87% | 25 | -593,866 | -91.72% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 52,943 | 3,500 | 0.23% | 0.25% | 26 | -8,021 | -13.16% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 52,263 | 3,455 | 0.0% | 0.0% | 27 | +3,724 | 7.67% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 51,463 | 3,402 | 0.28% | 0.36% | 28 | -10,215 | -16.56% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 49,414 | 3,267 | 0.0% | 0.0% | 29 | +6,076 | 14.02% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 47,923 | 3,168 | 1.05% | 1.0% | 30 | +1,979 | 4.31% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 46,831 | 3,096 | 0.03% | 0.02% | 31 | +16,712 | 55.49% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 46,549 | 3,077 | 0.52% | 0.34% | 32 | +17,143 | 58.3% | Q1 2026 | Apr 15, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 41,957 | 3,010 | 0.5% | 0.47% | 33 | +2,841 | 7.26% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 44,382 | 2,913 | 0.02% | 0.02% | 34 | +396 | 0.9% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Reduced | 43,866 | 2,900 | 0.16% | 0.16% | 35 | -262 | -0.59% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 43,691 | 2,888 | 0.08% | 0.09% | 36 | +435 | 1.01% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 42,603 | 2,816 | 0.02% | 0.01% | 37 | +10,972 | 34.69% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 42,063 | 2,781 | 0.0% | 0.0% | 38 | +2,036 | 5.09% | Q1 2026 | May 14, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 41,575 | 2,748 | 0.47% | 0.46% | 39 | +659 | 1.61% | Q1 2026 | May 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 41,433 | 2,739 | 0.32% | 0.23% | 40 | +9,096 | 28.13% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,537 | 2,680 | 0.0% | 0.0% | 41 | +36,679 | 950.73% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 40,367 | 2,669 | 0.28% | 0.22% | 42 | +6,930 | 20.73% | Q1 2026 | May 12, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Reduced | 33,415 | 2,397 | 1.67% | 1.73% | 43 | -20 | -0.06% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 33,124 | 2,190 | 0.02% | 0.02% | 44 | -3,009 | -8.33% | Q1 2026 | Apr 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 32,825 | 2,170 | 0.24% | 0.23% | 45 | +175 | 0.54% | Q1 2026 | Apr 28, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 31,869 | 2,107 | 1.04% | 1.02% | 46 | +561 | 1.79% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,907 | 1,977 | 0.0% | 0.0% | 47 | -292 | -0.97% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 28,879 | 1,909 | 0.02% | 0.02% | 48 | -585 | -1.99% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,323 | 1,872 | 0.0% | 0.0% | 49 | +30 | 0.11% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,891 | 1,844 | 0.01% | 0.01% | 50 | -22,743 | -44.92% | Q1 2026 | May 04, 2026 |
| SNS Financial Group, LLC | History | Added to | 27,514 | 1,819 | 0.16% | 0.14% | 51 | +3,558 | 14.85% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 26,206 | 1,732 | 0.0% | 0.0% | 53 | +2,026 | 8.38% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,203 | 1,732 | 0.1% | 0.1% | 52 | +462 | 1.79% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,602 | 1,692 | 0.02% | 0.02% | 54 | +472 | 1.88% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 24,793 | 1,639 | 0.41% | 0.37% | 55 | +3,227 | 14.96% | Q1 2026 | Apr 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 24,141 | 1,585 | 0.54% | 0.54% | 56 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,054 | 1,326 | 0.0% | 0.0% | 57 | +3,475 | 20.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,312 | 1,314 | 0.0% | 0.0% | 58 | -670 | -3.19% | Q1 2026 | May 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 19,567 | 1,293 | 0.93% | 0.92% | 59 | +430 | 2.25% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 17,570 | 1,288 | 0.02% | 0.01% | 60 | +6,418 | 57.55% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 16,822 | 1,112 | 0.07% | 0.06% | 61 | +2,164 | 14.76% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 16,503 | 1,091 | 0.08% | 0.08% | 62 | +180 | 1.1% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,133 | 1,066 | 0.01% | 0.02% | 63 | -200 | -1.22% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 15,804 | 1,044 | 0.0% | 0.0% | 64 | -1,912 | -10.79% | Q1 2026 | May 14, 2026 |
| Jacobs Equity LLC | History | Added to | 13,501 | 1,010 | 0.9% | 0.85% | 65 | +94 | 0.7% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 14,725 | 973 | 0.03% | 0.03% | 66 | +520 | 3.66% | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | Added to | 13,890 | 918 | 0.17% | 0.17% | 67 | +614 | 4.62% | Q1 2026 | May 07, 2026 |
| Essex Financial Services, Inc. | History | No change | 13,230 | 874 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 12,753 | 843 | 0.02% | 0.02% | 69 | +58 | 0.46% | Q1 2026 | May 07, 2026 |
| Powerhouse Assets LLC | History | Added to | 11,998 | 793 | 0.69% | 0.65% | 70 | +730 | 6.48% | Q1 2026 | Apr 28, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 11,616 | 768 | 0.07% | — | 71 | +11,616 | New | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 11,569 | 764 | 0.02% | 0.02% | 72 | +1,994 | 20.83% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,494 | 761 | 0.0% | 0.0% | 73 | -8,439 | -42.34% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 10,583 | 699 | 0.02% | 0.02% | 74 | +505 | 5.01% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,265 | 678 | 0.01% | 0.01% | 75 | +1,176 | 12.94% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,198 | 674 | 0.0% | 0.0% | 76 | +81 | 0.8% | Q1 2026 | Apr 30, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 9,954 | 658 | 0.3% | 0.31% | 77 | -510 | -4.87% | Q1 2026 | Apr 09, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 9,261 | 612 | 0.76% | 0.72% | 78 | +416 | 4.7% | Q1 2026 | May 14, 2026 |
| Cyr Financial Inc. | History | Reduced | 9,242 | 611 | 0.36% | 0.46% | 79 | -2,060 | -18.23% | Q1 2026 | Apr 24, 2026 |
| Omega Financial Group, LLC | History | Reduced | 9,044 | 597 | 0.19% | 0.21% | 80 | -910 | -9.14% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 8,971 | 593 | 0.01% | 0.0% | 81 | +2,528 | 39.24% | Q1 2026 | May 05, 2026 |
| Capital Developers, LLC | History | Reduced | 8,978 | 593 | 0.53% | 0.6% | 82 | -1,245 | -12.18% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,900 | 588 | 0.02% | — | 84 | +8,900 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,902 | 588 | 0.01% | 0.01% | 83 | +27 | 0.3% | Q1 2026 | Apr 10, 2026 |
| HighRoad Wealth Advisors, LLC | History | No change | 8,750 | 578 | 0.56% | 0.55% | 85 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,649 | 571 | 0.02% | 0.02% | 86 | -812 | -8.58% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 8,500 | 562 | 0.01% | — | 87 | +8,500 | New | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 8,289 | 548 | 0.41% | 0.43% | 89 | -2,438 | -22.73% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 8,348 | 548 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 8,233 | 544 | 0.02% | 0.03% | 90 | +31 | 0.38% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,025 | 530 | 0.0% | 0.0% | 91 | -3,445 | -30.03% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Added to | 7,540 | 498 | 0.27% | 0.24% | 92 | +900 | 13.55% | Q1 2026 | May 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 7,405 | 489 | 0.06% | 0.05% | 94 | +345 | 4.89% | Q1 2026 | May 01, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 7,400 | 489 | 0.14% | 0.13% | 93 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 7,141 | 472 | 0.32% | 0.34% | 95 | +32 | 0.45% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,125 | 469 | 0.0% | 0.0% | 96 | +2,124 | 42.47% | Q1 2026 | May 15, 2026 |
| Shore Point Advisors, LLC | History | Added to | 6,425 | 424 | 0.17% | 0.18% | 97 | +63 | 0.99% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,466 | 419 | 0.0% | 0.0% | 98 | +811 | 14.34% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 6,139 | 405 | 0.0% | 0.0% | 99 | -507 | -7.63% | Q1 2026 | May 14, 2026 |
| Life Planning Partners, Inc | History | No change | 6,000 | 396 | 0.3% | 0.3% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | No change | 5,984 | 395 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,571 | 368 | 0.01% | 0.01% | 102 | -75 | -1.33% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | No change | 5,383 | 357 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,363 | 354 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | No change | 5,227 | 345 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,107 | 337 | 0.0% | — | 106 | +5,107 | New | Q1 2026 | May 01, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 5,036 | 333 | 0.08% | 0.05% | 107 | -470 | -8.54% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,981 | 329 | 0.0% | 0.0% | 108 | -199 | -3.84% | Q1 2026 | May 07, 2026 |
| Ipsen Advisor Group LLC | History | No change | 5,011 | 328 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,810 | 318 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,735 | 313 | 0.0% | 0.0% | 111 | -12 | -0.25% | Q1 2026 | May 13, 2026 |
| Sound Stewardship, LLC | History | Reduced | 4,623 | 305 | 0.14% | 0.18% | 112 | -1,084 | -18.99% | Q1 2026 | Apr 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,570 | 302 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,563 | 301 | 0.0% | 0.0% | 114 | -133 | -2.83% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,513 | 298 | 0.0% | 0.0% | 115 | +1,442 | 46.96% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,466 | 295 | 0.0% | 0.0% | 116 | -692 | -13.42% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 4,452 | 294 | 0.0% | — | 117 | +4,452 | New | Q1 2026 | May 14, 2026 |
| Everest Management Corp. | History | No change | 4,074 | 269 | 0.14% | 0.15% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,065 | 268 | 0.0% | 0.0% | 119 | -55 | -1.33% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,036 | 266 | 0.01% | 0.01% | 120 | -153 | -3.65% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,000 | 264 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global View Capital Management LLC | History | New | 3,943 | 260 | 0.07% | — | 124 | +3,943 | New | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | Reduced | 3,945 | 260 | 0.06% | 0.09% | 122 | -2,125 | -35.01% | Q1 2026 | May 08, 2026 |
| Provident Living Financial Services, Inc. | History | No change | 3,936 | 260 | 0.29% | 0.25% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,821 | 252 | 0.01% | 0.01% | 125 | +293 | 8.3% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,798 | 251 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 3,571 | 236 | 0.24% | 0.25% | 127 | -71 | -1.95% | Q1 2026 | May 13, 2026 |
| FF Advisors,LLC | History | No change | 3,235 | 233 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 3,488 | 230 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,365 | 222 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,352 | 221 | 0.0% | 0.0% | 131 | -196 | -5.52% | Q1 2026 | Apr 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 3,339 | 220 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Portland Global Advisors LLC | History | No change | 3,260 | 215 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 3,265 | 215 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,242 | 214 | 0.0% | 0.0% | 135 | +147 | 4.75% | Q1 2026 | May 12, 2026 |
| Hardin Capital Partners, LLC | History | No change | 3,174 | 209 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,082 | 203 | 0.05% | 0.05% | 138 | +36 | 1.18% | Q1 2026 | Apr 22, 2026 |
| Falcon Wealth Planning | History | No change | 3,071 | 203 | 0.01% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 2,644 | 174 | 0.0% | 0.0% | 139 | +1,424 | 116.72% | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 2,663 | 172 | 0.19% | 0.33% | 140 | -2,517 | -48.59% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,418 | 159 | 0.0% | 0.0% | 141 | -69 | -2.77% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 1,987 | 131 | 0.0% | 0.0% | 142 | -341 | -14.65% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,806 | 119 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,700 | 112 | 0.06% | 0.05% | 144 | +200 | 13.33% | Q1 2026 | Apr 02, 2026 |
| CX Institutional | History | No change | 1,413 | 93 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,274 | 84 | 0.0% | 0.0% | 146 | -254 | -16.62% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,215 | 80 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,203 | 79 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,180 | 78 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,089 | 72 | 0.0% | 0.0% | 150 | +90 | 9.01% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,072 | 70 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | New | 1,000 | 66 | 0.0% | — | 152 | +1,000 | New | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,002 | 65 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 862 | 57 | 0.03% | 0.03% | 154 | +45 | 5.51% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | New | 824 | 54 | 0.0% | — | 155 | +824 | New | Q1 2026 | Apr 06, 2026 |
| TD Capital Management LLC | History | No change | 803 | 53 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 801 | 52 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 714 | 47 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 561 | 37 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 543 | 35 | 0.0% | — | 161 | +543 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 536 | 35 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 515 | 34 | 0.0% | — | 164 | +515 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 524 | 34 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 527 | 34 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 489 | 32 | 0.0% | 0.0% | 165 | -10 | -2.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 470 | 31 | 0.0% | 0.0% | 166 | -170 | -26.56% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 460 | 30 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOKF, NA | History | Reduced | 450 | 29 | 0.0% | 0.0% | 168 | -400 | -47.06% | Q1 2026 | May 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 425 | 28 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 340 | 22 | 0.0% | 0.0% | 170 | +100 | 41.67% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 319 | 21 | 0.0% | 0.0% | 171 | +1 | 0.31% | Q1 2026 | May 15, 2026 |
| ROGCO, LP | History | No change | 319 | 21 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | New | 292 | 19 | 0.0% | — | 173 | +292 | New | Q1 2026 | May 14, 2026 |
| Trust Co | History | No change | 265 | 17 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 234 | 15 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 208 | 13 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 187 | 12 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 172 | 11 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 149 | 9 | 0.0% | 0.0% | 179 | +9 | 6.43% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 125 | 8 | 0.0% | — | 180 | +125 | New | Q1 2026 | May 19, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 71 | 4 | 0.0% | 0.0% | 181 | -11 | -13.41% | Q1 2026 | May 15, 2026 |
| New Millennium Group LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 60 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 43 | 2 | 0.0% | — | 184 | +43 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 8 | 1 | 0.0% | — | 188 | +8 | New | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RHL GROUP, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.25% | — | -72,835 | -100.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,259 | -100.0% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,307 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,270 | -100.0% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,269 | -100.0% | Q1 2026 | May 11, 2026 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,013 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,439 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,825 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,521 | -100.0% | Q1 2026 | May 15, 2026 |
| CapitalatWork S.A. | History | New | 445 | 0 | — | — | — | +445 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |