SPDR INDEX SHARES FUNDS - GII
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | History | No change | 749,512 | 56,745 | 2.41% | 2.41% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Architects, LLC | History | No change | 656,485 | 49,702 | 3.92% | 3.92% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 538,474 | 40,767 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 329,563 | 24,951 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 254,990 | 19,305 | 0.65% | 0.65% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 247,119 | 18,709 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 188,099 | 14,238 | 8.64% | 8.64% | 7 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 155,331 | 11,760 | 2.62% | 2.62% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 152,505 | 11,546 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STATE STREET CORP | History | No change | 142,200 | 10,765 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 120,143 | 9,096 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 92,524 | 7,005 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 88,437 | 6,695 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 86,166 | 6,523 | 1.53% | 1.53% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 84,924 | 6,429 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 81,484 | 6,169 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 76,812 | 5,815 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,584 | 5,798 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 72,256 | 5,470 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MAI Capital Management | History | No change | 69,263 | 5,243 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 70,450 | 4,927 | 0.13% | 0.15% | 21 | +614 | 0.88% | Q3 2026 | Oct 02, 2026 |
| HighTower Advisors, LLC | History | No change | 57,313 | 4,339 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 53,774 | 4,071 | 0.21% | 0.21% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 53,745 | 4,069 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 53,355 | 4,039 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 50,033 | 3,787 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 44,640 | 3,379 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 44,507 | 3,369 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 44,122 | 3,340 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,585 | 3,148 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newport Capital Group, LLC | History | No change | 41,282 | 3,125 | 1.75% | 1.75% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 40,000 | 3,028 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 38,474 | 2,912 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 38,071 | 2,882 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 36,436 | 2,758 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TABLEAUX LLC | History | No change | 35,655 | 2,699 | 1.14% | 1.14% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hedeker Wealth, LLC | History | No change | 35,363 | 2,677 | 0.51% | 0.51% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Buchholz LLC | History | No change | 30,032 | 2,273 | 0.82% | 0.82% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | No change | 28,941 | 2,191 | 0.75% | 0.75% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 27,091 | 2,051 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 23,668 | 1,791 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 21,715 | 1,644 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,414 | 1,469 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,073 | 1,443 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,144 | 1,373 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | No change | 16,763 | 1,269 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nikulski Financial, Inc. | History | No change | 16,295 | 1,233 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 16,032 | 1,213 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waldron Private Wealth LLC | History | No change | 15,770 | 1,193 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 15,683 | 1,187 | 0.75% | 0.75% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,162 | 1,072 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 13,110 | 992 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,172 | 935 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,574 | 887 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 11,542 | 873 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 11,155 | 844 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,643 | 805 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,322 | 791 | 0.01% | 0.01% | 58 | -25 | -0.22% | Q3 2026 | Oct 08, 2026 |
| Amundi | History | No change | 10,374 | 785 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,071 | 686 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 8,771 | 664 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 8,694 | 658 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,354 | 632 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthPoint Financial, LLC | History | No change | 8,211 | 621 | 0.45% | 0.45% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,963 | 603 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 7,850 | 594 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,816 | 591 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCoast Asset Management LLC | History | No change | 7,736 | 585 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sincerus Advisory, LLC | History | No change | 7,590 | 574 | 0.39% | 0.39% | 69 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,957 | 526 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 6,836 | 517 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 6,195 | 469 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 6,060 | 459 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,935 | 449 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 5,735 | 434 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WMG Financial Advisors, LLC | History | No change | 5,600 | 423 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 5,471 | 414 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,458 | 413 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 4,991 | 377 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,973 | 376 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 4,957 | 375 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Capital Management Ltd | History | No change | 4,685 | 354 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 4,350 | 329 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 3,860 | 288 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | No change | 3,649 | 276 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 3,613 | 273 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,427 | 259 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boltwood Capital Management | History | Added to | 3,701 | 258 | 0.06% | 0.06% | 88 | +1 | 0.03% | Q3 2026 | Oct 02, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 3,281 | 249 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,138 | 237 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 2,867 | 217 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 2,816 | 213 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,741 | 208 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,745 | 207 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 2,640 | 201 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,420 | 181 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,632 | 123 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,486 | 112 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 1,145 | 86 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,125 | 85 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,098 | 83 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,075 | 81 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 850 | 64 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | No change | 801 | 60 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 770 | 58 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 657 | 49 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 545 | 41 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 520 | 39 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASSETMARK, INC | History | No change | 476 | 36 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 350 | 26 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 319 | 24 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 297 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 22 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collier Financial | History | No change | 300 | 22 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO | History | No change | 278 | 21 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | No change | 256 | 19 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATWOOD & PALMER INC | History | New | 250 | 17 | 0.0% | — | 117 | +250 | New | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 204 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Realta Investment Advisors | History | No change | 200 | 15 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Pacific Financial | History | No change | 187 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 140 | 10 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 63 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthShield Partners, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Planning Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |