SPDR INDEX SHARES FUNDS - GWX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 1,220,704 | 49,877 | 0.01% | 0.01% | 1 | -39,903 | -3.17% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 795,373 | 32,498 | 0.01% | 0.01% | 2 | -67,133 | -7.78% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 579,913 | 23,695 | 0.0% | 0.0% | 3 | +14,053 | 2.48% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 557,131 | 22,764 | 0.53% | 0.51% | 4 | +29,350 | 5.56% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 548,620 | 22,416 | 0.02% | 0.02% | 5 | +20,597 | 3.9% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 545,696 | 22,297 | 0.08% | 0.08% | 6 | +18,541 | 3.52% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 490,585 | 20,044 | 0.03% | 0.03% | 7 | -91,542 | -15.73% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 459,887 | 18,790 | 0.04% | 0.04% | 8 | -5,229 | -1.12% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 364,087 | 14,876 | 0.04% | 0.03% | 9 | +35,602 | 10.84% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 339,958 | 13,890 | 0.0% | 0.0% | 10 | +4,658 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 284,257 | 11,614 | 0.01% | 0.01% | 11 | -11,406 | -3.86% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 256,950 | 10,499 | 0.0% | 0.0% | 12 | -852 | -0.33% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 237,691 | 9,712 | 0.72% | 0.69% | 13 | +46,095 | 24.06% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 231,771 | 9,470 | 0.08% | 0.07% | 14 | +13,004 | 5.94% | Q4 2025 | Jan 05, 2026 |
| Savant Capital, LLC | History | Reduced | 219,550 | 8,970 | 0.05% | 0.08% | 15 | -126,031 | -36.47% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Reduced | 197,221 | 8,058 | 0.04% | 0.05% | 16 | -11,226 | -5.39% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 180,319 | 7,368 | 0.22% | 0.22% | 17 | +2,893 | 1.63% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 177,262 | 7,242 | 0.01% | 0.01% | 18 | +10 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Added to | 159,524 | 6,518 | 0.48% | 0.47% | 19 | +4,557 | 2.94% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 159,173 | 6,503 | 0.0% | 0.0% | 20 | +7,560 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 147,002 | 6,006 | 0.03% | 0.03% | 21 | +12,029 | 8.91% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 137,927 | 5,635 | 0.07% | 0.06% | 22 | +111 | 0.08% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Added to | 134,581 | 5,498 | 0.0% | 0.0% | 23 | +2,582 | 1.96% | Q4 2025 | Jan 29, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 126,496 | 5,168 | 0.63% | 0.62% | 24 | -2,849 | -2.2% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 125,455 | 5,126 | 0.01% | 0.01% | 25 | +4,159 | 3.43% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | Added to | 116,146 | 4,745 | 0.17% | 0.23% | 26 | +148 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 110,036 | 4,496 | 0.03% | 0.07% | 27 | -116,466 | -51.42% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 108,786 | 4,444 | 0.03% | 0.03% | 28 | +511 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 104,626 | 4,275 | 1.73% | 1.76% | 29 | +3,051 | 3.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 103,838 | 4,242 | 0.0% | 0.0% | 30 | +58,333 | 128.19% | Q4 2025 | Feb 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 103,478 | 4,228 | 2.1% | 2.15% | 31 | +450 | 0.44% | Q4 2025 | Jan 22, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 99,058 | 4,047 | 0.57% | 0.61% | 32 | -868 | -0.87% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 93,171 | 3,806 | 0.04% | 0.1% | 33 | -128,749 | -58.02% | Q4 2025 | Feb 06, 2026 |
| McAdam, LLC | History | Added to | 87,757 | 3,585 | 0.16% | 0.17% | 34 | +73 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 84,479 | 3,451 | 0.63% | 0.05% | 35 | -1,257 | -1.47% | Q4 2025 | Mar 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 80,655 | 3,295 | 0.0% | 0.0% | 36 | +2,364 | 3.02% | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 75,293 | 3,076 | 0.06% | 0.06% | 37 | -277 | -0.37% | Q4 2025 | Feb 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 74,421 | 3,040 | 1.15% | 1.09% | 38 | +4,660 | 6.68% | Q4 2025 | Feb 13, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 69,966 | 2,858 | 0.64% | 0.59% | 39 | -2,119 | -2.94% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 68,961 | 2,817 | 0.01% | 0.01% | 40 | -1,985 | -2.8% | Q4 2025 | Feb 18, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 62,100 | 2,537 | 0.61% | 0.64% | 41 | +1,708 | 2.83% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 61,294 | 2,504 | 0.0% | 0.0% | 42 | -43,660 | -41.6% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 60,897 | 2,488 | 0.15% | 0.15% | 43 | +3,204 | 5.55% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 56,832 | 2,322 | 0.18% | 0.19% | 44 | +3,430 | 6.42% | Q4 2025 | Jan 13, 2026 |
| Ballentine Partners, LLC | History | No change | 55,535 | 2,269 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 55,257 | 2,257 | 0.0% | 0.0% | 46 | +2,879 | 5.5% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,770 | 2,197 | 0.04% | 0.05% | 47 | +448 | 0.84% | Q4 2025 | Feb 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 52,984 | 2,164 | 0.0% | 0.0% | 48 | +45,028 | 565.96% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 51,402 | 2,100 | 0.04% | 0.05% | 49 | -7,277 | -12.4% | Q4 2025 | Jan 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 47,111 | 1,924 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 45,143 | 1,859 | 0.05% | 0.05% | 51 | -4,099 | -8.32% | Q4 2025 | Feb 17, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 45,200 | 1,846 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,963 | 1,837 | 0.0% | 0.0% | 53 | +3,906 | 9.51% | Q4 2025 | Feb 06, 2026 |
| Accredited Investors Inc. | History | No change | 42,640 | 1,742 | 0.09% | 0.1% | 54 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 42,570 | 1,739 | 1.56% | 1.64% | 55 | -1,576 | -3.57% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 41,963 | 1,714 | 0.02% | 0.02% | 56 | -747 | -1.75% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 41,642 | 1,701 | 0.02% | — | 57 | +41,642 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 39,883 | 1,629 | 0.01% | 0.01% | 58 | +1,972 | 5.2% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 36,902 | 1,507 | 0.09% | 0.07% | 59 | +6,508 | 21.41% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 36,169 | 1,477 | 0.05% | 0.02% | 60 | +20,739 | 134.41% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 35,257 | 1,440 | 0.03% | 0.03% | 61 | -326 | -0.92% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,115 | 1,393 | 0.0% | 0.0% | 62 | +9,456 | 38.35% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 33,916 | 1,385 | 0.19% | 0.12% | 63 | +11,678 | 52.51% | Q4 2025 | Jan 21, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 33,855 | 1,383 | 0.5% | 0.46% | 64 | +3,807 | 12.67% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,115 | 1,353 | 0.0% | 0.0% | 65 | +830 | 2.57% | Q4 2025 | Feb 18, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 32,656 | 1,334 | 0.1% | 0.1% | 66 | -168 | -0.51% | Q4 2025 | Jan 23, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 32,490 | 1,327 | 0.81% | 0.76% | 67 | +2,228 | 7.36% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 32,240 | 1,317 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,995 | 1,307 | 0.01% | 0.01% | 69 | -4,571 | -12.5% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 30,979 | 1,265 | 0.03% | 0.03% | 70 | +2,564 | 9.02% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 30,848 | 1,260 | 0.01% | 0.01% | 71 | -2,938 | -8.7% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,457 | 1,244 | 0.0% | 0.0% | 72 | +202 | 0.67% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 30,377 | 1,241 | 0.01% | 0.01% | 73 | -8 | -0.03% | Q4 2025 | Jan 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 30,267 | 1,236 | 0.06% | 0.06% | 74 | -1,118 | -3.56% | Q4 2025 | Feb 04, 2026 |
| Probity Advisors, Inc. | History | Added to | 29,359 | 1,199 | 0.19% | 0.19% | 75 | +692 | 2.41% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Reduced | 29,208 | 1,193 | 0.04% | 0.04% | 76 | -1,590 | -5.16% | Q4 2025 | Jan 14, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 27,163 | 1,109 | 0.03% | 0.03% | 77 | -790 | -2.83% | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,101 | 1,107 | 0.0% | 0.0% | 78 | +431 | 1.62% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 25,793 | 1,053 | 0.03% | 0.02% | 79 | +2,731 | 11.84% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,365 | 975 | 0.0% | 0.0% | 80 | +2,456 | 11.75% | Q4 2025 | Jan 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 19,298 | 953 | 0.31% | 0.49% | 81 | -206 | -1.06% | Q4 2025 | Jan 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 23,168 | 946 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 21,663 | 885 | 0.12% | 0.14% | 83 | -65 | -0.3% | Q4 2025 | Jan 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 21,588 | 882 | 0.28% | 0.29% | 84 | -200 | -0.92% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,418 | 875 | 0.0% | 0.0% | 85 | +390 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 20,667 | 844 | 0.16% | 0.15% | 86 | +1,942 | 10.37% | Q4 2025 | Jan 12, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 19,449 | 794 | 0.59% | 0.51% | 87 | +3,303 | 20.46% | Q4 2025 | Jan 14, 2026 |
| Advisor OS, LLC | History | Added to | 18,496 | 755 | 0.06% | 0.06% | 88 | +483 | 2.68% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Partners, LLC | History | New | 18,352 | 749 | 0.19% | — | 89 | +18,352 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 17,771 | 726 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 17,487 | 714 | 0.25% | 0.24% | 91 | +673 | 4.0% | Q4 2025 | Jan 27, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 17,270 | 705 | 1.58% | 1.61% | 92 | -224 | -1.28% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,233 | 704 | 0.01% | 0.01% | 93 | +3,012 | 21.18% | Q4 2025 | Feb 19, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 17,237 | 704 | 0.19% | 0.11% | 94 | +18 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Rothschild Wealth LLC | History | Reduced | 17,161 | 701 | 0.07% | 0.15% | 95 | -380 | -2.17% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 16,885 | 689 | 0.01% | 0.0% | 96 | +62 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 16,643 | 680 | 0.19% | 0.2% | 97 | -1,256 | -7.02% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Reduced | 16,508 | 674 | 0.0% | 0.0% | 98 | -43 | -0.26% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,387 | 628 | 0.02% | 0.02% | 99 | +308 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,201 | 622 | 0.0% | 0.0% | 100 | +4,768 | 45.7% | Q4 2025 | Mar 09, 2026 |
| Trilogy Capital Inc. | History | Reduced | 15,092 | 616 | 0.03% | 0.03% | 101 | -888 | -5.56% | Q4 2025 | Jan 22, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 13,911 | 594 | 0.3% | 0.33% | 102 | -70 | -0.5% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,068 | 574 | 0.01% | 0.01% | 103 | -101 | -0.71% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,723 | 560 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Urban Financial Advisory Corp | History | Added to | 13,686 | 559 | 0.22% | 0.25% | 105 | +220 | 1.63% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 13,404 | 547 | 0.0% | 0.0% | 106 | +187 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Reduced | 12,617 | 515 | 0.02% | 0.02% | 107 | -395 | -3.04% | Q4 2025 | Jan 20, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,188 | 497 | 0.31% | 0.3% | 108 | +146 | 1.21% | Q4 2025 | Jan 14, 2026 |
| GFS Advisors, LLC | History | No change | 12,055 | 492 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 11,930 | 487 | 0.93% | 0.59% | 110 | +239 | 2.04% | Q4 2025 | Jan 21, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 11,716 | 478 | 0.14% | 0.14% | 111 | +187 | 1.62% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 11,615 | 474 | 0.02% | 0.02% | 112 | -83 | -0.71% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,211 | 458 | 0.0% | 0.0% | 113 | -38,603 | -77.49% | Q4 2025 | Feb 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 11,166 | 456 | 0.04% | — | 114 | +11,166 | New | Q4 2025 | Feb 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,126 | 454 | 0.07% | 0.07% | 115 | +45 | 0.41% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,070 | 452 | 0.01% | 0.01% | 116 | +1,288 | 13.17% | Q4 2025 | Feb 06, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 10,885 | 444 | 0.13% | 0.14% | 117 | +5,351 | 96.69% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 10,787 | 441 | 0.0% | 0.0% | 118 | +884 | 8.93% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 10,585 | 432 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 10,237 | 418 | 0.04% | — | 120 | +10,237 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,201 | 416 | 0.01% | 0.0% | 121 | +6,446 | 171.66% | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,170 | 415 | 0.09% | 0.1% | 122 | +172 | 1.72% | Q4 2025 | Feb 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 9,941 | 406 | 0.16% | 0.16% | 123 | +35 | 0.35% | Q4 2025 | Feb 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 9,601 | 392 | 0.07% | 0.09% | 124 | +687 | 7.71% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Reduced | 9,411 | 384 | 0.03% | 0.03% | 125 | -247 | -2.56% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 9,303 | 380 | 0.02% | 0.03% | 126 | -165 | -1.74% | Q4 2025 | Jan 26, 2026 |
| Allegheny Financial Group | History | New | 9,156 | 374 | 0.06% | — | 128 | +9,156 | New | Q4 2025 | Feb 02, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 9,160 | 374 | 0.06% | 0.07% | 127 | -856 | -8.55% | Q4 2025 | Jan 07, 2026 |
| NORDEN GROUP LLC | History | Added to | 8,784 | 358 | 0.04% | 0.04% | 129 | +66 | 0.76% | Q4 2025 | Jan 13, 2026 |
| Sigma Planning Corp | History | Added to | 8,748 | 357 | 0.01% | 0.01% | 130 | +2,386 | 37.5% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,757 | 357 | 0.0% | 0.0% | 131 | +920 | 11.74% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,496 | 347 | 0.04% | 0.05% | 132 | -33 | -0.39% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 8,403 | 343 | 0.01% | 0.01% | 133 | -3,042 | -26.58% | Q4 2025 | Feb 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 8,364 | 341 | 0.05% | 0.06% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 8,332 | 340 | 0.1% | 0.11% | 135 | -515 | -5.82% | Q4 2025 | Feb 09, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 8,318 | 339 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 7,750 | 316 | 0.15% | 0.17% | 137 | +76 | 0.99% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,717 | 315 | 0.0% | 0.0% | 138 | +1,658 | 27.36% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,678 | 313 | 0.0% | 0.0% | 139 | -63 | -0.81% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,372 | 301 | 0.0% | — | 140 | +7,372 | New | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 7,184 | 301 | 0.04% | 0.04% | 141 | -1 | -0.01% | Q4 2025 | Jan 14, 2026 |
| Golden State Equity Partners | History | New | 7,293 | 298 | 0.05% | — | 142 | +7,293 | New | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 7,290 | 297 | 0.0% | 0.0% | 143 | +1,747 | 31.52% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | No change | 7,192 | 294 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 7,174 | 293 | 0.01% | 0.01% | 145 | -1,143 | -13.74% | Q4 2025 | Jan 06, 2026 |
| WealthPoint Financial, LLC | History | New | 7,099 | 290 | 0.25% | — | 146 | +7,099 | New | Q4 2025 | Feb 19, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 6,816 | 285 | 0.04% | 0.04% | 147 | -21 | -0.31% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | New | 6,865 | 280 | 0.0% | — | 148 | +6,865 | New | Q4 2025 | Mar 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 6,815 | 278 | 0.1% | 0.12% | 149 | -585 | -7.91% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,760 | 276 | 0.0% | 0.0% | 150 | +2,642 | 64.16% | Q4 2025 | Feb 17, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 6,557 | 267 | 0.09% | 0.09% | 151 | +64 | 0.99% | Q4 2025 | Feb 05, 2026 |
| Apella Capital, LLC | History | Added to | 6,473 | 264 | 0.01% | 0.01% | 152 | +2 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Balboa Wealth Partners | History | Added to | 6,400 | 261 | 0.04% | 0.04% | 153 | +149 | 2.38% | Q4 2025 | Jan 16, 2026 |
| EVOKE WEALTH, LLC | History | New | 6,318 | 258 | 0.0% | — | 156 | +6,318 | New | Q4 2025 | Feb 06, 2026 |
| Omega Financial Group, LLC | History | Added to | 6,316 | 258 | 0.08% | 0.08% | 155 | +69 | 1.1% | Q4 2025 | Jan 28, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,329 | 258 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | No change | 6,294 | 257 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,290 | 256 | 0.0% | 0.01% | 158 | -12,446 | -66.43% | Q4 2025 | Jan 26, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 6,221 | 254 | 0.01% | 0.01% | 159 | +72 | 1.17% | Q4 2025 | Feb 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,982 | 244 | 0.07% | 0.12% | 160 | -4,883 | -44.94% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,894 | 240 | 0.01% | 0.01% | 161 | -252 | -4.1% | Q4 2025 | Feb 17, 2026 |
| Berkeley, Inc | History | Reduced | 5,746 | 234 | 0.07% | 0.08% | 162 | -146 | -2.48% | Q4 2025 | Jan 26, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 5,706 | 233 | 0.24% | 0.2% | 163 | -904 | -13.68% | Q4 2025 | Jan 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,362 | 232 | 0.05% | 0.05% | 164 | -79 | -1.45% | Q4 2025 | Feb 03, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 5,667 | 231 | 0.03% | 0.03% | 165 | +91 | 1.63% | Q4 2025 | Feb 03, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,405 | 220 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,335 | 218 | 0.0% | 0.0% | 167 | -1,001 | -15.8% | Q4 2025 | Feb 18, 2026 |
| Capital CS Group, LLC | History | Added to | 5,328 | 217 | 0.33% | 0.32% | 169 | +294 | 5.84% | Q4 2025 | Jan 09, 2026 |
| Keel Point, LLC | History | Reduced | 5,318 | 217 | 0.01% | 0.01% | 168 | -154 | -2.81% | Q4 2025 | Feb 12, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 5,240 | 214 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,103 | 208 | 0.01% | 0.01% | 171 | +66 | 1.31% | Q4 2025 | Jan 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 4,910 | 207 | 0.01% | — | 172 | +4,910 | New | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 5,082 | 207 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| October Effect Ltd | History | New | 4,962 | 202 | 0.22% | — | 174 | +4,962 | New | Q4 2025 | Jan 20, 2026 |
| Strategic Wealth Advisors LLC | History | New | 4,784 | 195 | 0.17% | — | 176 | +4,784 | New | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 4,787 | 195 | 0.0% | 0.0% | 175 | +447 | 10.3% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 4,320 | 176 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,212 | 172 | 0.02% | 0.02% | 178 | -1,105 | -20.78% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,825 | 156 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,346 | 137 | 0.01% | 0.01% | 180 | +387 | 13.08% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 3,124 | 127 | 0.03% | — | 181 | +3,124 | New | Q4 2025 | Feb 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,035 | 124 | 0.1% | — | 182 | +3,035 | New | Q4 2025 | Mar 05, 2026 |
| CWM, LLC | History | Added to | 2,968 | 121 | 0.0% | 0.0% | 183 | +162 | 5.77% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 2,896 | 118 | 0.0% | 0.0% | 184 | +2 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 2,863 | 116 | 0.04% | 0.04% | 185 | -312 | -9.83% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,746 | 112 | 0.09% | 0.05% | 186 | +1,580 | 135.51% | Q4 2025 | Feb 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 2,629 | 107 | 0.01% | 0.02% | 187 | -584 | -18.18% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,508 | 102 | 0.01% | 0.01% | 188 | +231 | 10.14% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 2,452 | 100 | 0.01% | — | 189 | +2,452 | New | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,328 | 95 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,260 | 92 | 0.0% | 0.0% | 191 | +179 | 8.6% | Q4 2025 | Feb 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,132 | 87 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,038 | 83 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,013 | 82 | 0.0% | 0.0% | 194 | +719 | 55.56% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 1,929 | 78 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 1,652 | 67 | 0.0% | — | 196 | +1,652 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,584 | 64 | 0.0% | 0.0% | 197 | -9 | -0.56% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,454 | 59 | 0.0% | 0.0% | 198 | +3 | 0.21% | Q4 2025 | Mar 16, 2026 |
| Caitlin John, LLC | History | Added to | 1,337 | 54 | 0.04% | 0.04% | 199 | +22 | 1.67% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,295 | 52 | 0.0% | 0.0% | 200 | +7 | 0.54% | Q4 2025 | Jan 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,198 | 48 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 936 | 38 | 0.0% | 0.0% | 202 | +474 | 102.6% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 906 | 37 | 0.0% | — | 203 | +906 | New | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 886 | 36 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | No change | 696 | 28 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 659 | 26 | 0.0% | 0.0% | 207 | -364 | -35.58% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 650 | 26 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 456 | 18 | 0.02% | 0.01% | 208 | +152 | 50.0% | Q4 2025 | Jan 29, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 370 | 15 | 0.01% | — | 209 | +370 | New | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 360 | 14 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 274 | 11 | 0.01% | — | 213 | +274 | New | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | Added to | 272 | 11 | 0.0% | 0.0% | 212 | +4 | 1.49% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 278 | 11 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 250 | 10 | 0.0% | — | 215 | +250 | New | Q4 2025 | Feb 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 253 | 10 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 243 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 204 | 8 | 0.0% | — | 218 | +204 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | New | 204 | 8 | 0.0% | — | 219 | +204 | New | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 200 | 8 | 0.0% | — | 217 | +200 | New | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | New | 186 | 7 | 0.0% | — | 221 | +186 | New | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 173 | 7 | 0.0% | 0.0% | 220 | +26 | 17.69% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 167 | 6 | 0.0% | 0.0% | 222 | -252 | -60.14% | Q4 2025 | Jan 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 162 | 6 | 0.0% | — | 225 | +162 | New | Q4 2025 | Feb 06, 2026 |
| First Pacific Financial | History | Added to | 158 | 6 | 0.0% | 0.0% | 224 | +3 | 1.94% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | No change | 153 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 140 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breakwater Investment Management | History | New | 122 | 4 | 0.0% | — | 233 | +122 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 103 | 4 | 0.0% | — | 229 | +103 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 106 | 4 | 0.0% | 0.0% | 234 | -102 | -49.04% | Q4 2025 | Feb 18, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 118 | 4 | 0.0% | 0.0% | 232 | +2 | 1.72% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 117 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | No change | 111 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 61 | 2 | 0.0% | 0.0% | 236 | -362 | -85.58% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 51 | 2 | 0.0% | — | 237 | +51 | New | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 241 | -19 | -30.16% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 18 | 1 | 0.0% | — | 240 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,192 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,356 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Narus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,342 | -100.0% | Q3 2025 | Feb 09, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,087 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -702 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -465 | -100.0% | Q3 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Networth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |