SPDR INDEX SHARES FUNDS - EWX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 1,849,417 | 121,425 | 0.09% | 0.1% | 1 | -73,719 | -3.83% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 725,611 | 47,640 | 0.0% | 0.0% | 2 | -18,199 | -2.45% | Q4 2025 | Feb 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 647,449 | 42,509 | 2.87% | 3.7% | 3 | +398 | 0.06% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 449,638 | 29,521 | 0.06% | 0.0% | 4 | +449,618 | 2248090.0% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 306,107 | 20,097 | 0.02% | 0.03% | 5 | +2,843 | 0.94% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 281,308 | 18,469 | 0.0% | 0.0% | 6 | +10,539 | 3.89% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 226,279 | 14,856 | 0.0% | 0.0% | 7 | +8,581 | 3.94% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 201,167 | 13,207 | 0.0% | 0.0% | 8 | -23,922 | -10.63% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 183,078 | 12,020 | 0.21% | 0.26% | 9 | -12,580 | -6.43% | Q4 2025 | Jan 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 164,766 | 10,817 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 122,591 | 8,048 | 0.16% | 0.17% | 11 | +8,065 | 7.04% | Q4 2025 | Jan 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 111,213 | 7,301 | 1.33% | 0.12% | 12 | +204 | 0.18% | Q4 2025 | Mar 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 106,425 | 6,987 | 0.0% | 0.0% | 13 | +283 | 0.27% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 101,034 | 6,633 | 0.49% | 0.48% | 14 | +21,967 | 27.78% | Q4 2025 | Jan 28, 2026 |
| BIP Wealth, LLC | History | Reduced | 95,602 | 6,276 | 0.22% | 0.33% | 15 | -3,669 | -3.7% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 83,942 | 5,511 | 0.46% | 0.51% | 16 | -7,528 | -8.23% | Q4 2025 | Feb 13, 2026 |
| Welch Financial Planning, LLC | History | New | 82,135 | 5,392 | 3.93% | — | 17 | +82,135 | New | Q4 2025 | Feb 02, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 72,835 | 4,773 | 0.25% | 0.42% | 18 | -38,918 | -34.83% | Q4 2025 | Feb 06, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 69,537 | 4,565 | 0.93% | 0.99% | 19 | -829 | -1.18% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 62,083 | 4,076 | 0.21% | 0.2% | 20 | +4,870 | 8.51% | Q4 2025 | Jan 27, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 61,678 | 4,049 | 0.36% | 0.37% | 21 | -885 | -1.41% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, LLC | History | Added to | 60,964 | 4,002 | 0.25% | 0.3% | 22 | +12,542 | 25.9% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 59,634 | 3,915 | 1.67% | — | 23 | +59,634 | New | Q4 2025 | Mar 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 55,354 | 3,634 | 0.0% | 0.0% | 24 | +16,554 | 42.66% | Q4 2025 | Feb 10, 2026 |
| Risk Paradigm Group, LLC | History | New | 54,192 | 3,558 | 3.42% | — | 25 | +54,192 | New | Q4 2025 | Feb 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 52,435 | 3,442 | 0.76% | 0.78% | 26 | -689 | -1.3% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,634 | 3,324 | 0.01% | 0.01% | 27 | +4,600 | 9.99% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,561 | 3,188 | 0.02% | 0.02% | 28 | +8,348 | 20.76% | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | Added to | 48,539 | 3,186 | 0.0% | 0.0% | 29 | +42,840 | 751.71% | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 45,944 | 3,016 | 1.0% | 0.95% | 30 | +5,493 | 13.58% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | Added to | 44,128 | 2,897 | 0.16% | 0.17% | 31 | +1,614 | 3.8% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,986 | 2,887 | 0.02% | 0.02% | 32 | +415 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 43,338 | 2,845 | 0.0% | 0.0% | 33 | +7,183 | 19.87% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 43,256 | 2,839 | 0.09% | 0.08% | 34 | +5,054 | 13.23% | Q4 2025 | Feb 10, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 40,916 | 2,686 | 0.46% | 0.48% | 35 | +756 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 40,027 | 2,628 | 0.0% | 0.0% | 36 | +5,743 | 16.75% | Q4 2025 | Feb 13, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 39,116 | 2,612 | 0.47% | 0.48% | 37 | +1,780 | 4.77% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 36,133 | 2,372 | 0.02% | 0.02% | 38 | -2,887 | -7.4% | Q4 2025 | Jan 26, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 33,435 | 2,240 | 1.73% | 1.98% | 39 | +1,982 | 6.3% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 33,437 | 2,195 | 0.22% | 0.26% | 40 | -18 | -0.05% | Q4 2025 | Feb 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 32,650 | 2,143 | 0.23% | — | 41 | +32,650 | New | Q4 2025 | Jan 20, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 32,337 | 2,123 | 0.23% | 0.21% | 42 | +3,950 | 13.91% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 31,631 | 2,076 | 0.01% | 0.01% | 43 | +10,326 | 48.47% | Q4 2025 | Jan 26, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 31,308 | 2,055 | 1.02% | 1.08% | 44 | +374 | 1.21% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,199 | 1,982 | 0.0% | 0.0% | 45 | -3,341 | -9.96% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 30,119 | 1,977 | 0.02% | — | 46 | +30,119 | New | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 29,464 | 1,934 | 0.02% | 0.02% | 47 | -803 | -2.65% | Q4 2025 | Feb 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 29,406 | 1,930 | 0.34% | — | 48 | +29,406 | New | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,293 | 1,857 | 0.0% | 0.0% | 49 | +15,283 | 117.47% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 25,741 | 1,690 | 0.1% | 0.11% | 50 | +286 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,130 | 1,649 | 0.02% | 0.02% | 51 | -767 | -2.96% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 24,180 | 1,587 | 0.0% | 0.0% | 52 | -494 | -2.0% | Q4 2025 | Jan 29, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 24,141 | 1,585 | 0.54% | 0.58% | 53 | +110 | 0.46% | Q4 2025 | Jan 20, 2026 |
| SNS Financial Group, LLC | History | Added to | 23,956 | 1,572 | 0.14% | 0.14% | 54 | +468 | 1.99% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Partners, LLC | History | New | 21,566 | 1,415 | 0.37% | — | 55 | +21,566 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,982 | 1,377 | 0.0% | 0.0% | 56 | +159 | 0.76% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,933 | 1,309 | 0.0% | — | 57 | +19,933 | New | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Added to | 19,137 | 1,256 | 0.92% | 0.95% | 58 | +945 | 5.19% | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 17,716 | 1,163 | 0.0% | 0.0% | 59 | -1,719 | -8.84% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,579 | 1,089 | 0.0% | 0.0% | 60 | -2,629 | -13.69% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,333 | 1,072 | 0.02% | 0.02% | 61 | -842 | -4.9% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 16,323 | 1,071 | 0.08% | 0.08% | 62 | +310 | 1.94% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | Added to | 14,658 | 962 | 0.06% | 0.05% | 63 | +10,690 | 269.41% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 14,205 | 932 | 0.03% | 0.03% | 64 | +261 | 1.87% | Q4 2025 | Jan 14, 2026 |
| Jacobs Equity LLC | History | New | 13,407 | 880 | 0.85% | — | 65 | +13,407 | New | Q4 2025 | Feb 19, 2026 |
| Balefire, LLC | History | New | 13,276 | 871 | 0.17% | — | 66 | +13,276 | New | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,259 | 870 | 0.0% | 0.0% | 67 | +1,645 | 14.16% | Q4 2025 | Jan 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 13,230 | 868 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 12,695 | 833 | 0.02% | 0.02% | 69 | +15 | 0.12% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,470 | 753 | 0.0% | 0.0% | 70 | +3,442 | 42.87% | Q4 2025 | Feb 18, 2026 |
| Cyr Financial Inc. | History | Reduced | 11,302 | 742 | 0.46% | 3.61% | 71 | -67,224 | -85.61% | Q4 2025 | Jan 16, 2026 |
| Powerhouse Assets LLC | History | New | 11,268 | 739 | 0.65% | — | 72 | +11,268 | New | Q4 2025 | Jan 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 11,152 | 732 | 0.01% | 0.01% | 73 | -908 | -7.53% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 10,727 | 704 | 0.43% | 0.53% | 74 | -2,541 | -19.15% | Q4 2025 | Jan 29, 2026 |
| Rockingstone Advisors LLC | History | Added to | 10,464 | 687 | 0.31% | 0.33% | 75 | +380 | 3.77% | Q4 2025 | Jan 28, 2026 |
| Capital Developers, LLC | History | New | 10,223 | 671 | 0.6% | — | 76 | +10,223 | New | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,117 | 664 | 0.0% | 0.0% | 77 | -20 | -0.2% | Q4 2025 | Feb 05, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 10,078 | 661 | 0.02% | 0.02% | 78 | -1,373 | -11.99% | Q4 2025 | Jan 28, 2026 |
| Omega Financial Group, LLC | History | Reduced | 9,954 | 653 | 0.21% | 0.23% | 79 | -271 | -2.65% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,575 | 628 | 0.02% | 0.01% | 80 | +1,540 | 19.17% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,461 | 621 | 0.02% | 0.02% | 81 | -187 | -1.94% | Q4 2025 | Feb 19, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 9,162 | 601 | 0.01% | 0.2% | 82 | -139,214 | -93.83% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,089 | 596 | 0.01% | 0.01% | 83 | -906 | -9.06% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,875 | 582 | 0.01% | 0.01% | 84 | +556 | 6.68% | Q4 2025 | Jan 16, 2026 |
| Algorithmic Investment Models, LLC | History | New | 8,845 | 580 | 0.72% | — | 85 | +8,845 | New | Q4 2025 | Feb 10, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 8,750 | 574 | 0.55% | — | 86 | +8,750 | New | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 8,348 | 548 | 0.0% | 0.0% | 87 | +954 | 12.9% | Q4 2025 | Jan 29, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 8,202 | 538 | 0.03% | 0.03% | 88 | -176 | -2.1% | Q4 2025 | Jan 29, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 7,400 | 485 | 0.13% | 0.14% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,307 | 479 | 0.01% | 0.01% | 90 | -4,075 | -35.8% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 7,109 | 466 | 0.34% | 0.36% | 91 | +210 | 3.04% | Q4 2025 | Feb 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,060 | 463 | 0.05% | 0.06% | 92 | -20 | -0.28% | Q4 2025 | Jan 09, 2026 |
| Focus Partners Wealth | History | Added to | 6,646 | 436 | 0.0% | 0.0% | 93 | +20 | 0.3% | Q4 2025 | Feb 13, 2026 |
| VestGen Investment Management | History | New | 6,640 | 435 | 0.24% | — | 94 | +6,640 | New | Q4 2025 | Feb 18, 2026 |
| Destiny Wealth Partners, LLC | History | New | 6,269 | 430 | 0.05% | — | 95 | +6,269 | New | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | New | 6,443 | 423 | 0.0% | — | 96 | +6,443 | New | Q4 2025 | Feb 05, 2026 |
| Shore Point Advisors, LLC | History | Added to | 6,362 | 417 | 0.18% | 0.18% | 97 | +195 | 3.16% | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 6,270 | 411 | 0.18% | 0.45% | 98 | -7,589 | -54.76% | Q4 2025 | Jan 23, 2026 |
| Addison Advisors LLC | History | Reduced | 6,070 | 398 | 0.09% | 0.1% | 99 | -40 | -0.65% | Q4 2025 | Feb 06, 2026 |
| Life Planning Partners, Inc | History | No change | 6,000 | 393 | 0.3% | 0.29% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST HORIZON CORP | History | No change | 5,984 | 392 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound Stewardship, LLC | History | Added to | 5,707 | 374 | 0.18% | 0.18% | 102 | +19 | 0.33% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,655 | 371 | 0.0% | 0.0% | 103 | +879 | 18.4% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,646 | 370 | 0.01% | 0.01% | 104 | +24 | 0.43% | Q4 2025 | Jan 21, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 5,506 | 367 | 0.05% | 0.06% | 105 | -41 | -0.74% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO | History | Reduced | 5,383 | 359 | 0.0% | 0.0% | 106 | -145 | -2.62% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,363 | 352 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 5,227 | 343 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,180 | 340 | 0.0% | 0.0% | 109 | +359 | 7.45% | Q4 2025 | Feb 10, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 5,180 | 339 | 0.33% | — | 110 | +5,180 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,158 | 338 | 0.0% | 0.0% | 111 | +2,700 | 109.85% | Q4 2025 | Mar 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,001 | 328 | 0.0% | 0.0% | 112 | +1,309 | 35.46% | Q4 2025 | Mar 09, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 5,011 | 328 | 0.23% | 0.24% | 113 | +95 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,810 | 315 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,747 | 311 | 0.0% | 0.01% | 115 | -607 | -11.34% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,696 | 308 | 0.0% | 0.0% | 116 | -243 | -4.92% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,570 | 300 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,189 | 275 | 0.01% | 0.0% | 118 | +3,897 | 1334.59% | Q4 2025 | Feb 04, 2026 |
| Empower Advisory Group, LLC | History | Added to | 4,120 | 270 | 0.0% | 0.0% | 119 | +55 | 1.35% | Q4 2025 | Feb 12, 2026 |
| Everest Management Corp. | History | No change | 4,074 | 267 | 0.15% | 0.17% | 120 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 4,013 | 263 | 0.12% | 0.12% | 121 | -3,039 | -43.09% | Q4 2025 | Feb 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,000 | 262 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Provident Living Financial Services, Inc. | History | New | 3,936 | 258 | 0.25% | — | 123 | +3,936 | New | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,858 | 253 | 0.0% | 0.0% | 124 | -73,133 | -94.99% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 3,798 | 249 | 0.0% | 0.0% | 125 | +63 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 3,488 | 240 | 0.1% | 0.1% | 126 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Ballast Financial Advisors LLC | History | New | 3,642 | 239 | 0.25% | — | 127 | +3,642 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,548 | 232 | 0.0% | 0.0% | 128 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,528 | 231 | 0.01% | — | 129 | +3,528 | New | Q4 2025 | Jan 28, 2026 |
| Integrated Advisors Network LLC | History | No change | 3,439 | 225 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,365 | 220 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SAGE FINANCIAL GROUP INC | History | New | 3,339 | 219 | 0.01% | — | 132 | +3,339 | New | Q4 2025 | Jan 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 3,265 | 214 | 0.03% | — | 134 | +3,265 | New | Q4 2025 | Feb 20, 2026 |
| Portland Global Advisors LLC | History | No change | 3,260 | 214 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FF Advisors,LLC | History | No change | 3,235 | 212 | 0.09% | 0.1% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hardin Capital Partners, LLC | History | No change | 3,174 | 208 | 0.1% | 0.11% | 136 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | New | 3,095 | 203 | 0.0% | — | 137 | +3,095 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,071 | 201 | 0.0% | 0.0% | 138 | -2,729 | -47.05% | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Reduced | 3,071 | 201 | 0.02% | 0.02% | 139 | -124 | -3.88% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 3,046 | 200 | 0.05% | 0.06% | 140 | -95 | -3.02% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,487 | 163 | 0.0% | 0.0% | 141 | +340 | 15.84% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,366 | 155 | 0.0% | — | 142 | +2,366 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 2,328 | 153 | 0.0% | 0.0% | 143 | -418 | -15.22% | Q4 2025 | Jan 26, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,825 | 119 | 0.01% | — | 144 | +1,825 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,806 | 118 | 0.0% | 0.0% | 145 | +126 | 7.5% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,528 | 100 | 0.0% | — | 146 | +1,528 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,521 | 99 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,500 | 98 | 0.05% | 0.06% | 148 | -200 | -11.76% | Q4 2025 | Jan 05, 2026 |
| CX Institutional | History | Reduced | 1,413 | 93 | 0.0% | 0.0% | 149 | -82 | -5.48% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 1,220 | 80 | 0.0% | 0.0% | 150 | +261 | 27.22% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,215 | 79 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,203 | 78 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,180 | 77 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,072 | 70 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,002 | 65 | 0.0% | — | 156 | +1,002 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 999 | 65 | 0.0% | 0.0% | 155 | +163 | 19.5% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Reduced | 850 | 55 | 0.0% | 0.0% | 157 | -502 | -37.13% | Q4 2025 | Feb 03, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 817 | 53 | 0.03% | 0.02% | 158 | +297 | 57.12% | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | Added to | 803 | 52 | 0.0% | 0.0% | 159 | +8 | 1.01% | Q4 2025 | Feb 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 801 | 52 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| AlphaCore Capital LLC | History | No change | 714 | 46 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 640 | 41 | 0.0% | — | 162 | +640 | New | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 561 | 36 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 536 | 35 | 0.0% | 0.0% | 164 | +10 | 1.9% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 524 | 34 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 499 | 32 | 0.0% | 0.0% | 166 | -17 | -3.29% | Q4 2025 | Jan 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 460 | 30 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 425 | 28 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 318 | 20 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROGCO, LP | History | No change | 319 | 20 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Trust Co | History | New | 265 | 17 | 0.0% | — | 171 | +265 | New | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | New | 240 | 15 | 0.0% | — | 172 | +240 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | New | 234 | 15 | 0.0% | — | 173 | +234 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 208 | 13 | 0.0% | 0.0% | 174 | +19 | 10.05% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 187 | 12 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 173 | 11 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 172 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Darwin Wealth Management, LLC | History | New | 144 | 9 | 0.0% | — | 179 | +144 | New | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 140 | 9 | 0.0% | 0.0% | 178 | +111 | 382.76% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 135 | 8 | 0.0% | 0.0% | 180 | -9,615 | -98.62% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 82 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 71 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 60 | 3 | 0.0% | — | 184 | +60 | New | Q4 2025 | Mar 05, 2026 |
| New Millennium Group LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 183 | -1 | -1.85% | Q4 2025 | Feb 06, 2026 |
| RHL GROUP, LLC | History | New | 29 | 1 | 0.0% | — | 187 | +29 | New | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -60,118 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,223 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,629 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WATERSHED PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,318 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |