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 | Added to | 762,289 | 57,949 | 2.8% | 1.51% | 1 | +388,908 | 104.16% | Q1 2026 | May 01, 2026 |
| Wealth Architects, LLC | History | Added to | 652,712 | 49,619 | 4.42% | 4.05% | 2 | +8,196 | 1.27% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 503,882 | 38,305 | 0.01% | 0.01% | 3 | -10,722 | -2.08% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 324,868 | 24,696 | 0.03% | 0.03% | 4 | +1,582 | 0.49% | Q1 2026 | May 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 254,990 | 19,384 | 0.73% | 0.67% | 5 | +2,700 | 1.07% | Q1 2026 | May 07, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 192,047 | 14,599 | 9.58% | 8.33% | 6 | +2,377 | 1.25% | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 155,983 | 11,857 | 0.27% | 0.24% | 7 | +7,475 | 5.03% | Q1 2026 | May 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 151,298 | 11,501 | 2.93% | 3.26% | 8 | -12,039 | -7.37% | Q1 2026 | Apr 16, 2026 |
| STATE STREET CORP | History | Added to | 142,200 | 10,810 | 0.0% | 0.0% | 9 | +90,500 | 175.05% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 136,914 | 10,408 | 0.0% | 0.0% | 10 | +53,007 | 63.17% | Q1 2026 | May 15, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 96,276 | 7,318 | 1.84% | 1.47% | 11 | +13,409 | 16.18% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 89,798 | 6,826 | 0.04% | 0.04% | 12 | +3,338 | 3.86% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 77,363 | 5,881 | 0.03% | 0.03% | 13 | +22,710 | 41.55% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 75,343 | 5,727 | 0.0% | 0.0% | 14 | +12,128 | 19.19% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 73,435 | 5,582 | 0.08% | 0.06% | 15 | +11,372 | 18.32% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Added to | 70,962 | 5,395 | 0.16% | 0.14% | 16 | +2,604 | 3.81% | Q1 2026 | Apr 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 69,255 | 5,264 | 0.01% | 0.0% | 17 | +41,788 | 152.14% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 62,536 | 4,754 | 0.03% | 0.02% | 18 | +16,368 | 35.45% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 58,208 | 4,424 | 0.0% | 0.0% | 19 | +3,682 | 6.75% | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 56,301 | 4,280 | 0.02% | 0.02% | 20 | -3,624 | -6.05% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 54,336 | 4,130 | 0.22% | 0.21% | 21 | -1,557 | -2.79% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 45,558 | 3,463 | 0.0% | 0.0% | 22 | +19,981 | 78.12% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 45,546 | 3,462 | 0.0% | 0.0% | 23 | +2,672 | 6.23% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,197 | 3,359 | 0.0% | 0.0% | 24 | -2,643 | -5.64% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 43,914 | 3,338 | 0.02% | 0.02% | 25 | -1,092 | -2.43% | Q1 2026 | Apr 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 43,795 | 3,329 | 0.24% | 0.23% | 26 | +155 | 0.36% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 42,680 | 3,244 | 0.02% | 0.02% | 27 | +251 | 0.59% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,102 | 3,200 | 0.0% | 0.0% | 28 | +6,810 | 19.3% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Added to | 41,460 | 3,151 | 0.01% | 0.01% | 29 | +127 | 0.31% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 41,240 | 3,135 | 0.0% | 0.0% | 30 | +19,956 | 93.76% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 39,578 | 3,008 | 0.0% | 0.0% | 31 | -1,611 | -3.91% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,148 | 2,801 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 36,271 | 2,757 | 0.02% | 0.01% | 33 | +11,672 | 47.45% | Q1 2026 | May 13, 2026 |
| Newport Capital Group, LLC | History | Added to | 36,187 | 2,750 | 1.68% | 1.43% | 34 | +2,639 | 7.87% | Q1 2026 | May 11, 2026 |
| Hedeker Wealth, LLC | History | Added to | 35,117 | 2,669 | 0.56% | 0.46% | 35 | +3,838 | 12.27% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 35,084 | 2,667 | 0.0% | 0.0% | 36 | +3,722 | 11.87% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Reduced | 30,607 | 2,326 | 0.86% | 0.77% | 37 | -108 | -0.35% | Q1 2026 | May 14, 2026 |
| Prime Buchholz LLC | History | No change | 30,546 | 2,322 | 1.21% | 1.27% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 27,255 | 2,071 | 0.01% | 0.01% | 39 | -552 | -1.99% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 27,191 | 2,066 | 0.0% | 0.0% | 40 | +20,101 | 283.51% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 24,792 | 1,884 | 0.01% | — | 41 | +24,792 | New | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 24,218 | 1,841 | 0.06% | — | 42 | +24,218 | New | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 16,032 | 1,218 | 0.13% | 0.12% | 43 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 15,814 | 1,202 | 0.79% | 0.76% | 44 | -30 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Waldron Private Wealth LLC | History | No change | 15,770 | 1,198 | 0.05% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Nikulski Financial, Inc. | History | Added to | 14,205 | 1,079 | 0.27% | 0.07% | 46 | +9,961 | 234.71% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,448 | 1,022 | 0.0% | 0.0% | 47 | +6,904 | 105.5% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,354 | 1,015 | 0.0% | 0.0% | 48 | -3,123 | -18.95% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 12,778 | 971 | 0.0% | 0.0% | 49 | -321 | -2.45% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,475 | 948 | 0.04% | 0.03% | 50 | -130 | -1.03% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,583 | 874 | 0.0% | 0.0% | 51 | +137 | 1.2% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,230 | 856 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Reduced | 11,059 | 840 | 0.02% | 0.02% | 53 | -698 | -5.94% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 10,281 | 781 | 0.02% | 0.0% | 54 | +10,147 | 7572.39% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | New | 10,019 | 762 | 0.03% | — | 55 | +10,019 | New | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,017 | 761 | 0.01% | 0.01% | 56 | +1,074 | 12.01% | Q1 2026 | Apr 28, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 7,659 | 582 | 0.01% | 0.18% | 57 | -107,292 | -93.34% | Q1 2026 | May 13, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 7,437 | 565 | 0.43% | 0.42% | 58 | -100 | -1.33% | Q1 2026 | Apr 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,291 | 554 | 0.0% | 0.0% | 59 | -21,957 | -75.07% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,117 | 541 | 0.01% | 0.01% | 60 | +901 | 14.49% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,078 | 538 | 0.0% | 0.0% | 61 | -64 | -0.9% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,957 | 524 | 0.0% | 0.0% | 62 | +2,853 | 69.52% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,893 | 524 | 0.0% | 0.0% | 63 | +474 | 7.38% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,866 | 521 | 0.0% | 0.0% | 64 | -3,089 | -31.03% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 6,687 | 508 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,379 | 485 | 0.0% | 0.0% | 66 | +2,955 | 86.3% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | New | 5,635 | 428 | 0.0% | — | 67 | +5,635 | New | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 6,063 | 423 | 0.37% | 0.37% | 68 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,495 | 417 | 0.0% | 0.0% | 69 | +50 | 0.92% | Q1 2026 | May 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,458 | 414 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Added to | 5,338 | 406 | 0.0% | 0.0% | 71 | +2,235 | 72.03% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,289 | 402 | 0.02% | 0.12% | 72 | -32,809 | -86.12% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 5,597 | 390 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,991 | 379 | 0.03% | 0.02% | 74 | -302 | -5.71% | Q1 2026 | May 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,886 | 371 | 0.08% | 0.07% | 75 | +17 | 0.35% | Q1 2026 | Apr 15, 2026 |
| Amundi | History | New | 4,075 | 309 | 0.0% | — | 76 | +4,075 | New | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 3,860 | 297 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 2,634 | 277 | 0.0% | 0.0% | 78 | -1,701 | -39.24% | Q1 2026 | May 14, 2026 |
| Boltwood Capital Management | History | Added to | 3,620 | 275 | 0.07% | 0.06% | 79 | +100 | 2.84% | Q1 2026 | Apr 07, 2026 |
| FSM Wealth Advisors, LLC | History | New | 3,419 | 259 | 0.03% | — | 80 | +3,419 | New | Q1 2026 | Apr 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 3,281 | 249 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,923 | 222 | 0.0% | — | 82 | +2,923 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,775 | 210 | 0.0% | — | 83 | +2,775 | New | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 2,745 | 208 | 0.0% | — | 84 | +2,745 | New | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,728 | 208 | 0.01% | — | 85 | +2,728 | New | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | New | 2,723 | 207 | 0.02% | — | 86 | +2,723 | New | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 2,703 | 205 | 0.0% | 0.0% | 87 | -175 | -6.08% | Q1 2026 | May 14, 2026 |
| Austin Wealth Management, LLC | History | New | 2,640 | 202 | 0.05% | — | 88 | +2,640 | New | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,392 | 181 | 0.0% | 0.0% | 89 | +1,800 | 304.05% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,000 | 152 | 0.0% | — | 90 | +2,000 | New | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 1,191 | 90 | 0.08% | 0.07% | 91 | -36 | -2.93% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,133 | 86 | 0.0% | 0.0% | 92 | +571 | 101.6% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,125 | 85 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 860 | 65 | 0.19% | 0.15% | 94 | +70 | 8.86% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | No change | 850 | 64 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 806 | 61 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 770 | 58 | 0.0% | 0.01% | 97 | -2,853 | -78.75% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 719 | 50 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 657 | 49 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | Reduced | 392 | 29 | 0.02% | 0.05% | 100 | -620 | -61.26% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | No change | 350 | 27 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 319 | 24 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 297 | 22 | 0.0% | 0.0% | 103 | -288 | -49.23% | Q1 2026 | May 08, 2026 |
| Collier Financial | History | No change | 300 | 22 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 278 | 21 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | No change | 256 | 19 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 237 | 18 | 0.0% | — | 107 | +237 | New | Q1 2026 | May 19, 2026 |
| ASSETMARK, INC | History | Added to | 216 | 16 | 0.0% | 0.0% | 108 | +27 | 14.29% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 212 | 16 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | New | 135 | 10 | 0.0% | — | 110 | +135 | New | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 123 | 9 | 0.0% | 0.0% | 111 | -39 | -24.07% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 99 | 7 | 0.0% | 0.0% | 112 | +12 | 13.79% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 66 | 5 | 0.0% | 0.0% | 113 | -35 | -34.65% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 65 | 4 | 0.0% | 0.0% | 115 | +20 | 44.44% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 64 | 4 | 0.0% | 0.0% | 114 | -1 | -1.54% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | New | 50 | 3 | 0.0% | — | 118 | +50 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 34 | 2 | 0.0% | — | 123 | +34 | New | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -18,507 | -100.0% | Q1 2026 | May 01, 2026 |
| Index Technologies Group LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -7,502 | -100.0% | Q1 2026 | Apr 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,363 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,957 | -100.0% | Q1 2026 | May 04, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -440 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NBT BANK N A /NY | History | Reduced | 1 | 0 | — | — | — | -69 | -98.57% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 04, 2026 |
| Park Square Financial Group, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |