SPDR INDEX SHARES FUNDS - GNR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
NORTHERN TRUST CORP History No change 13,491,314 908,100 0.11% 0.11% 1 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 5,101,362 343,352 2.04% 2.04% 2 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,956,055 333,592 0.08% 0.08% 3 0 0.0% Q2 2026 Sep 23, 2026
Pure Financial Advisors, LLC History No change 2,099,686 141,329 1.8% 1.8% 4 0 0.0% Q2 2026 Aug 14, 2026
Hackensack Meridian Health, Inc. History No change 1,875,000 126,206 8.52% 8.52% 5 0 0.0% Q2 2026 Aug 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,813,168 122,044 6.18% 6.18% 6 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,725,000 116,110 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Johns Hopkins University History No change 1,572,088 105,817 7.08% 7.08% 8 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,186,456 79,860 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,090,259 73,385 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 1,074,757 72,341 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 07, 2026
AMG National Trust Bank History No change 776,274 52,251 1.07% 1.07% 12 0 0.0% Q2 2026 Aug 06, 2026
NEPC LLC History No change 731,730 49,252 0.92% 0.92% 13 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 695,842 46,837 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 681,811 45,735 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 559,785 41,799 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 480,086 32,314 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 433,946 29,208 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 431,270 28,947 0.06% 0.06% 19 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 427,329 28,763 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 408,073 27,373 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
Tradewinds Capital Management, LLC History No change 387,837 26,105 4.64% 4.64% 22 0 0.0% Q2 2026 Jul 23, 2026
Cetera Investment Advisers History No change 340,181 22,897 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 12, 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC History No change 325,320 21,897 63.69% 63.69% 24 0 0.0% Q2 2026 Jul 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 318,128 21,413 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 301,900 20,320 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 290,157 19,530 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 06, 2026
Prairiewood Capital, LLC History No change 256,478 17,263 4.47% 4.47% 28 0 0.0% Q2 2026 Jul 28, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 229,803 15,468 0.22% 0.22% 29 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 219,836 14,797 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
Sachetta, LLC History No change 205,252 13,815 6.72% 6.72% 31 0 0.0% Q2 2026 Jul 15, 2026
LPL Financial LLC History No change 202,370 13,621 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 195,071 13,130 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 178,050 11,984 1.36% 1.36% 34 0 0.0% Q2 2026 Jul 10, 2026
Versant Capital Management, Inc History Reduced 155,035 11,467 0.98% 0.97% 35 -5,962 -3.7% Q3 2026 Oct 01, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 169,120 11,383 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
PACK Private Wealth, LLC History No change 160,639 10,812 4.48% 4.48% 37 0 0.0% Q2 2026 Aug 12, 2026
Warren Street Wealth Advisors, LLC History No change 154,548 10,402 2.32% 2.32% 38 0 0.0% Q2 2026 Jul 22, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 140,180 9,435 1.5% 1.5% 39 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 136,346 9,178 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 135,862 9,130 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 123,251 8,296 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 118,056 7,946 0.01% 0.01% 43 0 0.0% Q2 2026 Sep 09, 2026
Treasure Coast Financial Planning History No change 113,200 7,619 3.72% 3.72% 44 0 0.0% Q2 2026 Jul 29, 2026
MAI Capital Management History No change 107,842 7,258 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 104,979 7,065 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 99,942 6,727 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 98,914 6,657 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Added to 89,368 6,611 0.18% 0.15% 49 +11,938 15.42% Q3 2026 Oct 02, 2026
Rockefeller Capital Management L.P. History No change 93,988 6,326 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
Cadence Wealth Management LLC History No change 89,485 6,023 2.7% 2.7% 51 0 0.0% Q2 2026 Aug 12, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 81,023 5,453 2.45% 2.45% 52 0 0.0% Q2 2026 Jul 09, 2026
VPR Management LLC History No change 77,550 5,219 2.1% 2.1% 53 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 74,539 5,017 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
Boltwood Capital Management History Reduced 66,455 4,915 1.11% 1.04% 55 -747 -1.11% Q3 2026 Oct 02, 2026
Summit Financial, LLC History No change 72,917 4,908 0.05% 0.05% 56 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 72,599 4,886 0.14% 0.14% 57 0 0.0% Q2 2026 Aug 03, 2026
Callan Family Office, LLC History No change 71,743 4,829 0.09% 0.09% 58 0 0.0% Q2 2026 Aug 11, 2026
IAG Wealth Partners, LLC History No change 71,001 4,779 0.47% 0.47% 59 0 0.0% Q2 2026 Aug 06, 2026
TMB Capital Partners, LLC History No change 70,194 4,724 1.47% 1.47% 60 0 0.0% Q2 2026 Jul 24, 2026
STIFEL FINANCIAL CORP History No change 68,194 4,590 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
Crescent Grove Advisors, LLC History No change 66,619 4,484 0.37% 0.37% 62 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 64,467 4,339 0.02% 0.02% 63 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 64,392 4,334 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 19, 2026
Fiduciary Alliance LLC History No change 60,734 4,088 0.28% 0.28% 65 0 0.0% Q2 2026 Jul 20, 2026
Savant Capital, LLC History No change 55,780 4,011 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 10, 2026
White & Co Financial Planning Inc History No change 59,116 3,979 2.46% 2.46% 67 0 0.0% Q2 2026 Jul 15, 2026
W1M Asset Management Ltd History No change 58,009 3,902 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 57,694 3,883 0.28% 0.28% 69 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 56,463 3,800 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 17, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 53,100 3,574 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 13, 2026
Cambria Investment Management, L.P. History No change 52,755 3,550 0.18% 0.18% 72 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 52,755 3,550 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 51,489 3,465 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 07, 2026
FLOW TRADERS U.S. LLC History No change 50,550 3,403 0.14% 0.14% 75 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 50,456 3,396 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Bristlecone Value Partners, LLC History No change 48,469 3,262 2.62% 2.62% 77 0 0.0% Q2 2026 Aug 13, 2026
Conservest Capital Advisors, Inc. History No change 47,162 3,174 0.25% 0.25% 78 0 0.0% Q2 2026 Jul 22, 2026
Regal Investment Advisors LLC History No change 46,292 3,115 0.16% 0.16% 79 0 0.0% Q2 2026 Aug 14, 2026
Hills Bank & Trust Co History No change 45,553 3,066 0.13% 0.13% 80 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History No change 44,467 2,993 0.02% 0.02% 81 0 0.0% Q2 2026 Jul 17, 2026
Landmark Wealth Management, LLC History No change 41,234 2,775 0.66% 0.66% 82 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 40,652 2,736 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 40,318 2,713 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 40,272 2,710 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Palisades Hudson Asset Management, L.P. History No change 40,001 2,692 0.94% 0.94% 86 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 39,914 2,686 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 29, 2026
Catalyst Investment Management LLC History No change 38,650 2,601 2.36% 2.36% 88 0 0.0% Q2 2026 Aug 10, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 37,249 2,507 0.31% 0.31% 89 0 0.0% Q2 2026 Aug 13, 2026
Chemistry Wealth Management LLC History No change 36,901 2,483 0.4% 0.4% 90 0 0.0% Q2 2026 Jul 09, 2026
Permanens Capital L.P. History No change 34,000 2,288 0.24% 0.24% 91 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 33,981 2,287 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 30,298 2,039 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
STEPH & CO History No change 30,029 2,021 0.51% 0.51% 94 0 0.0% Q2 2026 Jul 16, 2026
SAGE RHINO CAPITAL LLC History No change 29,786 2,004 0.32% 0.32% 95 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,699 1,931 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 28,700 1,931 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 02, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 28,341 1,907 0.12% 0.12% 98 0 0.0% Q2 2026 Aug 07, 2026
Rothschild Wealth LLC History No change 27,381 1,842 0.15% 0.15% 99 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 27,135 1,826 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 12, 2026
Brio Consultants, LLC History No change 26,624 1,792 0.21% 0.21% 101 0 0.0% Q2 2026 Aug 12, 2026
Kathmere Capital Management, LLC History No change 26,229 1,765 0.09% 0.09% 102 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 25,834 1,738 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 25,555 1,720 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 28, 2026
INGALLS & SNYDER LLC History No change 25,385 1,709 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 25,059 1,686 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 07, 2026
Alliance Wealth Advisors, LLC /UT History No change 24,773 1,667 0.31% 0.31% 107 0 0.0% Q2 2026 Jul 23, 2026
Global Strategic Investment Solutions, LLC History No change 23,470 1,579 0.14% 0.14% 108 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 23,112 1,555 0.03% 0.03% 109 0 0.0% Q2 2026 Jul 09, 2026
Pathstone Holdings, LLC History No change 22,780 1,533 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History No change 22,470 1,512 0.65% 0.65% 111 0 0.0% Q2 2026 Jul 13, 2026
Allen Capital Group, LLC History No change 21,985 1,479 0.12% 0.12% 112 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 21,506 1,447 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors, Inc. History No change 19,634 1,321 0.77% 0.77% 114 0 0.0% Q2 2026 Jul 06, 2026
Factor Wealth Management LTD History No change 19,269 1,296 0.2% 0.2% 115 0 0.0% Q2 2026 Jul 07, 2026
US BANCORP \DE\ History No change 18,996 1,278 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 18,235 1,227 0.08% 0.08% 117 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 17,962 1,208 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 05, 2026
CITIGROUP INC History No change 17,945 1,207 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 03, 2026
MACKENZIE FINANCIAL CORP History No change 17,327 1,166 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 16,870 1,135 0.05% 0.05% 121 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 16,673 1,122 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 16,425 1,106 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 05, 2026
Firestone Capital Management History No change 16,364 1,101 0.21% 0.21% 124 0 0.0% Q2 2026 Jul 31, 2026
Beacon Pointe Advisors, LLC History No change 16,113 1,084 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 18, 2026
Resurgent Financial Advisors LLC History No change 15,765 1,061 0.3% 0.3% 126 0 0.0% Q2 2026 Aug 14, 2026
Fermata Advisors, LLC History No change 15,490 1,042 0.21% 0.21% 127 0 0.0% Q2 2026 Jul 07, 2026
&PARTNERS History No change 14,909 1,003 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 14,872 1,001 0.09% 0.09% 129 0 0.0% Q2 2026 Aug 05, 2026
Hedeker Wealth, LLC History No change 14,642 985 0.19% 0.19% 130 0 0.0% Q2 2026 Aug 04, 2026
Kimelman & Baird, LLC History No change 14,500 975 0.07% 0.07% 131 0 0.0% Q2 2026 Aug 18, 2026
MML INVESTORS SERVICES, LLC History No change 14,481 974 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 14,404 969 0.05% 0.05% 133 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 14,200 955 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 14,191 955 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History No change 13,500 908 0.05% 0.05% 136 0 0.0% Q2 2026 Aug 06, 2026
WESCAP Management Group, Inc. History No change 13,441 904 0.17% 0.17% 137 0 0.0% Q2 2026 Aug 11, 2026
Bienville Capital Management, LLC History No change 13,030 877 0.12% 0.12% 138 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 12,717 855 0.03% 0.03% 139 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 12,267 825 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 12,037 810 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
J2 Capital Management Inc History No change 12,012 808 0.54% 0.54% 142 0 0.0% Q2 2026 Jul 20, 2026
Mason Investment Advisory Services, Inc. History No change 11,785 793 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 13, 2026
Lynx Investment Advisory History No change 11,771 792 0.26% 0.26% 144 0 0.0% Q2 2026 Jul 27, 2026
Point Nemo Capital, LLC History No change 11,739 790 0.4% 0.4% 145 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 11,567 778 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 11,542 776 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 17, 2026
Redwood Park Advisors LLC History No change 11,232 756 0.5% 0.5% 148 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 11,044 743 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 15, 2026
Wilmington Savings Fund Society, FSB History No change 10,800 726 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 28, 2026
THOMPSON DAVIS & CO., INC. History No change 10,800 726 0.43% 0.43% 151 0 0.0% Q2 2026 Jul 29, 2026
Qube Research & Technologies Ltd History No change 10,651 716 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 10,520 708 0.54% 0.54% 153 0 0.0% Q2 2026 Jul 30, 2026
Sage Mountain Advisors LLC History No change 10,516 707 0.04% 0.04% 154 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 10,492 706 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 07, 2026
Fifth Third Wealth Advisors LLC History No change 10,412 700 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 17, 2026
GC Wealth Management RIA, LLC History No change 10,193 686 0.04% 0.04% 157 0 0.0% Q2 2026 Jul 16, 2026
Comprehensive Money Management Services LLC History No change 10,029 675 0.42% 0.42% 158 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 9,693 652 0.02% 0.02% 159 0 0.0% Q2 2026 Jul 30, 2026
United Bank History No change 9,657 650 0.2% 0.2% 160 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 8,984 640 0.05% 0.05% 161 0 0.0% Q2 2026 Jul 29, 2026
Hendershot Investments Inc. History No change 9,504 639 0.08% 0.08% 162 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 9,457 636 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 27, 2026
Old Port Advisors History No change 9,224 620 0.12% 0.12% 164 0 0.0% Q2 2026 Jul 21, 2026
Rock Creek Group LLC History No change 9,001 605 0.06% 0.06% 165 0 0.0% Q2 2026 Aug 03, 2026
Morton Capital Management LLC/CA History No change 8,997 605 0.08% 0.08% 166 0 0.0% Q2 2026 Jul 23, 2026
HighTower Advisors, LLC History No change 8,940 601 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 05, 2026
Basecamp Wealth Advisors LLC History No change 8,919 600 0.11% 0.11% 168 0 0.0% Q2 2026 Aug 14, 2026
Dupree Financial Group, LLC History No change 8,470 570 0.21% 0.21% 169 0 0.0% Q2 2026 Jul 23, 2026
HANOVER ADVISORS INC History No change 8,182 550 0.2% 0.2% 170 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,035 540 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 8,007 538 0.0% 0.0% 172 0 0.0% Q2 2026 Sep 08, 2026
Asempa Wealth Advisors History No change 7,810 525 0.39% 0.39% 173 0 0.0% Q2 2026 Jul 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7,761 521 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 7,319 492 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 10, 2026
Pathway Financial Advisors LLC History No change 7,210 489 0.06% 0.06% 176 0 0.0% Q2 2026 Jul 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 6,955 475 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 6,985 470 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,822 459 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 07, 2026
McAlvany Wealth Management LLC History No change 6,492 436 0.33% 0.33% 180 0 0.0% Q2 2026 Jul 23, 2026
Spinnaker Investment Group, LLC History No change 6,445 433 0.07% 0.07% 181 0 0.0% Q2 2026 Jul 10, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 6,409 431 0.09% 0.09% 182 0 0.0% Q2 2026 Jul 17, 2026
Opus Financial Solutions LLC History No change 6,251 420 0.34% 0.34% 183 0 0.0% Q2 2026 Jul 24, 2026
REYL & Cie S.A. History No change 5,555 415 0.48% 0.48% 184 0 0.0% Q2 2026 Oct 02, 2026
Cambridge Investment Research Advisors, Inc. History No change 6,014 405 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 27, 2026
Neuberger Berman Group LLC History No change 5,966 401 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
Oath Planning, LLC History No change 5,929 399 0.3% 0.3% 187 0 0.0% Q2 2026 Jul 24, 2026
Advisors Preferred, LLC History No change 5,837 396 0.06% 0.06% 188 0 0.0% Q2 2026 Aug 11, 2026
Greenline Partners, LLC History No change 5,853 393 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 5,633 379 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
Mayfair Advisory Group, LLC History No change 5,260 377 0.11% 0.11% 191 0 0.0% Q2 2026 Aug 11, 2026
TKG Advisors, LLC History No change 5,493 369 0.13% 0.13% 192 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 5,028 338 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 05, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 4,848 326 0.02% 0.02% 194 0 0.0% Q2 2026 Jul 14, 2026
Squarepoint Ops LLC History No change 4,811 323 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 4,797 322 0.03% 0.03% 196 0 0.0% Q2 2026 Jul 15, 2026
COMMERCE BANK History No change 4,560 306 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 4,538 305 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 4,479 301 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Hudock, Inc. History No change 4,457 300 0.04% 0.04% 200 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 4,427 297 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 14, 2026
Eddie Patel Inc History No change 4,275 287 0.17% 0.17% 202 0 0.0% Q2 2026 Aug 11, 2026
JNBA Financial Advisors History No change 4,089 275 0.02% 0.02% 203 0 0.0% Q2 2026 Jul 23, 2026
Dorsey & Whitney Trust CO LLC History No change 4,006 269 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
CURA WEALTH ADVISORS, LLC History No change 4,000 269 0.11% 0.11% 205 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4,001 268 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 3,862 259 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 3,800 255 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 10, 2026
Fort Sheridan Advisors LLC History No change 3,768 253 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 05, 2026
Worth Financial Advisory Group, LLC History No change 3,759 253 0.11% 0.11% 210 0 0.0% Q2 2026 Jul 30, 2026
Maridea Wealth Management LLC History No change 3,743 251 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 3,673 246 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,648 245 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 3,556 239 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 03, 2026
White Wing Wealth Management History No change 3,478 234 0.12% 0.12% 215 0 0.0% Q2 2026 Jul 08, 2026
Lido Advisors, LLC History No change 3,458 232 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 3,420 230 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 05, 2026
KFG WEALTH MANAGEMENT, LLC History No change 3,376 227 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 22, 2026
Mesirow Financial Investment Management, Inc. History No change 3,370 226 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 22, 2026
Essex Bank History No change 3,304 222 0.05% 0.05% 220 0 0.0% Q2 2026 Jul 23, 2026
Global View Capital Management LLC History No change 3,285 221 0.05% 0.05% 221 0 0.0% Q2 2026 Jul 23, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 3,240 218 0.04% 0.04% 222 0 0.0% Q2 2026 Jul 15, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 3,125 210 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 3,113 209 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 27, 2026
Concurrent Investment Advisors, LLC History No change 3,033 204 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,823 190 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 07, 2026
Capital Analysts, LLC History No change 2,613 176 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 05, 2026
Avalon Trust Co History No change 2,575 173 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 2,317 155 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 06, 2026
BOCHK Asset Management Ltd History No change 2,100 141 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 2,007 135 0.04% 0.04% 231 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 1,892 127 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 1,800 121 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,737 116 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 1,713 115 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 03, 2026
Cromwell Holdings LLC History No change 1,650 111 0.05% 0.05% 236 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 1,627 109 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 1,588 106 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 13, 2026
Stone House Investment Management, LLC History No change 1,513 101 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 05, 2026
WestEnd Advisors, LLC History No change 1,477 99 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 1,322 88 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 1,134 76 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 23, 2026
Hurley Capital, LLC History No change 1,100 74 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 1,063 71 0.05% 0.05% 244 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 787 52 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 764 51 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 750 50 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 29, 2026
Minot DeBlois Advisors LLC History No change 750 50 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 13, 2026
4Thought Financial Group Inc. History No change 680 45 0.02% 0.02% 249 0 0.0% Q2 2026 Jul 28, 2026
CULLEN/FROST BANKERS, INC. History No change 632 42 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 625 42 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 600 40 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 595 40 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Planning Group LLC History No change 540 38 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 525 35 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 23, 2026
ST GERMAIN D J CO INC History No change 496 33 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 21, 2026
Grove Bank & Trust History No change 485 32 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 07, 2026
Atlantic Union Bankshares Corp History No change 407 27 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 363 24 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 310 20 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 05, 2026
Westside Investment Management, Inc. History No change 225 15 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 236 15 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 11, 2026
Grey Ledge Advisors, LLC History No change 199 13 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 200 13 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Legacy Advisors, LLC History No change 200 13 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 187 12 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 13, 2026
Guardian Partners Inc. History No change 181 12 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 29, 2026
Operose Advisors LLC History No change 189 12 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 170 11 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 08, 2026
Monetary Solutions, Ltd History No change 138 9 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 129 8 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 130 8 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 118 7 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 106 7 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History No change 104 7 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 30, 2026
Bank & Trust Co History No change 110 7 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 10, 2026
FRANKLIN RESOURCES INC History No change 76 5 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 75 5 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 78 5 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 67 4 0.0% 0.0% 280 0 0.0% Q2 2026 Sep 02, 2026
Triumph Capital Management History No change 68 4 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 49 3 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 36 2 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 20, 2026
LANARK FINANCIAL, INC. History No change 29 1 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 21, 2026
NFSG Corp History No change 18 1 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 13 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
REGIONS FINANCIAL CORP History No change 323 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Brooklands Fund Management Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026