SPDR SERIES TRUST - IBND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | History | Added to | 1,285,819 | 41,287 | 0.44% | 0.49% | 1 | +272,654 | 26.91% | Q4 2025 | Jan 23, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 705,423 | 22,651 | 1.16% | 1.17% | 2 | +7,195 | 1.03% | Q4 2025 | Jan 27, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 562,633 | 18,066 | 1.81% | 1.71% | 3 | +54,930 | 10.82% | Q4 2025 | Jan 27, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 484,372 | 15,553 | 5.06% | 5.04% | 4 | +27,499 | 6.02% | Q4 2025 | Feb 11, 2026 |
| LAM GROUP, INC. | History | Added to | 326,356 | 10,479 | 6.0% | 5.62% | 5 | +45,501 | 16.2% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 299,477 | 9,616 | 0.0% | 0.0% | 6 | -57,425 | -16.09% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 266,883 | 8,569 | 0.26% | 0.25% | 7 | +14,968 | 5.94% | Q4 2025 | Feb 11, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 255,293 | 8,197 | 0.89% | 0.91% | 8 | -1,575 | -0.61% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 251,898 | 8,088 | 0.0% | 0.0% | 9 | +13,857 | 5.82% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 206,320 | 6,624 | 0.0% | 0.0% | 10 | -65,426 | -24.08% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 203,648 | 6,539 | 0.0% | 0.0% | 11 | +13,586 | 7.15% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 179,491 | 5,763 | 0.51% | 0.54% | 12 | -66,372 | -27.0% | Q4 2025 | Feb 17, 2026 |
| Obsido Oy | History | Added to | 146,968 | 4,719 | 2.9% | 2.4% | 13 | +35,217 | 31.51% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 142,698 | 4,582 | 0.0% | 0.0% | 14 | -2,440 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 140,653 | 4,516 | 0.88% | 0.95% | 15 | -63 | -0.04% | Q4 2025 | Jan 27, 2026 |
| N.E.W. Advisory Services LLC | History | New | 135,201 | 4,341 | 0.32% | — | 16 | +135,201 | New | Q4 2025 | Jan 28, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 125,422 | 4,027 | 2.08% | 2.12% | 17 | +635 | 0.51% | Q4 2025 | Jan 29, 2026 |
| Rathbones Group PLC | History | Reduced | 119,793 | 3,846 | 0.02% | 0.02% | 18 | -1,660 | -1.37% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 119,144 | 3,826 | 0.0% | — | 19 | +119,144 | New | Q4 2025 | Feb 17, 2026 |
| Israel Discount Bank of New York | History | Added to | 114,358 | 3,672 | 9.99% | 6.15% | 20 | +49,993 | 77.67% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 92,921 | 2,983 | 0.0% | 0.0% | 21 | +3,414 | 3.81% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 91,874 | 2,950 | 0.0% | 0.0% | 22 | +61,412 | 201.6% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 85,130 | 2,733 | 0.04% | 0.05% | 23 | -6,311 | -6.9% | Q4 2025 | Feb 09, 2026 |
| Nilsine Partners, LLC | History | Added to | 83,911 | 2,694 | 0.23% | 0.23% | 24 | +6,325 | 8.15% | Q4 2025 | Jan 15, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 78,190 | 2,510 | 0.81% | 1.12% | 25 | -26,160 | -25.07% | Q4 2025 | Feb 12, 2026 |
| Idaho Trust Co | History | Reduced | 73,214 | 2,350 | 0.78% | 1.6% | 26 | -73,565 | -50.12% | Q4 2025 | Feb 05, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 72,473 | 2,327 | 0.84% | 0.43% | 27 | +37,724 | 108.56% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 71,177 | 2,285 | 0.0% | 0.0% | 28 | +23,687 | 49.88% | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Reduced | 69,385 | 2,227 | 0.01% | 0.01% | 29 | -2,318 | -3.23% | Q4 2025 | Jan 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 66,946 | 2,149 | 0.02% | 0.02% | 30 | +2,187 | 3.38% | Q4 2025 | Feb 17, 2026 |
| Aspect Partners, LLC | History | New | 63,458 | 2,037 | 0.89% | — | 31 | +63,458 | New | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 62,635 | 2,011 | 0.01% | 0.01% | 32 | -1,611 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 58,982 | 1,893 | 0.07% | 0.05% | 33 | +15,655 | 36.13% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners OCIO LLC | History | New | 58,116 | 1,866 | 0.1% | — | 34 | +58,116 | New | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 56,598 | 1,817 | 0.03% | 0.07% | 35 | -54,346 | -48.99% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 53,374 | 1,713 | 0.0% | 0.0% | 36 | -713 | -1.32% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 48,070 | 1,543 | 0.67% | — | 37 | +48,070 | New | Q4 2025 | Jan 23, 2026 |
| VanderPol Investments L.L.C. | History | Reduced | 40,835 | 1,311 | 2.28% | 2.48% | 38 | -3,715 | -8.34% | Q4 2025 | Feb 04, 2026 |
| F/m Investments LLC | History | Added to | 40,366 | 1,292 | 0.05% | 0.04% | 39 | +4,690 | 13.15% | Q4 2025 | Feb 03, 2026 |
| Haven Private, LLC | History | Added to | 37,391 | 1,200 | 0.53% | 0.49% | 40 | +3,049 | 8.88% | Q4 2025 | Feb 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 37,003 | 1,188 | 0.18% | 0.19% | 41 | -1,243 | -3.25% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,407 | 1,169 | 0.0% | 0.0% | 42 | +4,682 | 14.76% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 34,133 | 1,095 | 0.25% | 0.26% | 43 | -658 | -1.89% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,938 | 1,057 | 0.0% | 0.0% | 44 | -3,471 | -9.53% | Q4 2025 | Feb 17, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 31,072 | 997 | 0.08% | 4.21% | 45 | -1,268,733 | -97.61% | Q4 2025 | Jan 27, 2026 |
| Wagner Wealth Management, Corp | History | New | 29,951 | 961 | 0.95% | — | 46 | +29,951 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,840 | 926 | 0.0% | 0.0% | 47 | +27,185 | 1642.6% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 26,295 | 844 | 0.0% | 0.0% | 48 | -2,446 | -8.51% | Q4 2025 | Feb 05, 2026 |
| BARINGS LLC | History | Reduced | 26,088 | 837 | 0.02% | 0.06% | 49 | -68,568 | -72.44% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 24,245 | 778 | 0.0% | 0.0% | 50 | -762 | -3.05% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 23,942 | 768 | 0.06% | 0.07% | 51 | -1,609 | -6.3% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,488 | 754 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,416 | 751 | 0.0% | 0.0% | 53 | +873 | 3.87% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 22,710 | 729 | 0.1% | — | 54 | +22,710 | New | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 22,351 | 717 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,935 | 672 | 0.0% | 0.01% | 56 | +636 | 3.13% | Q4 2025 | Feb 18, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 19,998 | 642 | 0.63% | — | 57 | +19,998 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 17,956 | 576 | 0.0% | 0.0% | 58 | -59 | -0.33% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,689 | 567 | 0.0% | 0.0% | 59 | +282 | 1.62% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,341 | 556 | 0.0% | 0.0% | 60 | +1,508 | 9.52% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 16,719 | 536 | 0.0% | — | 61 | +16,719 | New | Q4 2025 | Feb 12, 2026 |
| Omega Financial Group, LLC | History | Reduced | 16,079 | 516 | 0.17% | 0.17% | 62 | -157 | -0.97% | Q4 2025 | Jan 28, 2026 |
| AMG National Trust Bank | History | No change | 14,300 | 459 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Added to | 14,225 | 456 | 0.02% | 0.02% | 64 | +298 | 2.14% | Q4 2025 | Jan 26, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 16,518 | 452 | 0.2% | 0.23% | 65 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Patten Group, Inc. | History | Added to | 13,354 | 428 | 0.08% | 0.08% | 66 | +1,012 | 8.2% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,986 | 416 | 0.02% | 0.0% | 67 | +11,703 | 912.16% | Q4 2025 | Feb 04, 2026 |
| Strategic Advocates LLC | History | No change | 12,020 | 385 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,720 | 376 | 0.0% | 0.0% | 69 | -1,139 | -8.86% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 10,146 | 368 | 0.0% | — | 70 | +10,146 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 11,010 | 353 | 0.0% | — | 71 | +11,010 | New | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 10,853 | 348 | 0.01% | 0.02% | 72 | +495 | 4.78% | Q4 2025 | Feb 09, 2026 |
| Cambridge Advisors Inc. | History | No change | 10,400 | 333 | 0.06% | 0.07% | 73 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 9,569 | 307 | 0.27% | — | 74 | +9,569 | New | Q4 2025 | Feb 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 9,226 | 296 | 0.07% | 0.07% | 75 | -857 | -8.5% | Q4 2025 | Feb 13, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 8,924 | 286 | 0.53% | 0.42% | 76 | -7,025 | -44.05% | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Reduced | 8,863 | 284 | 0.01% | 0.01% | 77 | -916 | -9.37% | Q4 2025 | Feb 04, 2026 |
| Risk Paradigm Group, LLC | History | New | 8,822 | 283 | 0.27% | — | 78 | +8,822 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,639 | 277 | 0.0% | 0.04% | 79 | -75,760 | -89.76% | Q4 2025 | Feb 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 8,580 | 275 | 0.1% | 0.07% | 80 | +2,708 | 46.12% | Q4 2025 | Jan 16, 2026 |
| Destination Wealth Management | History | No change | 8,531 | 273 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Added to | 6,792 | 218 | 0.02% | 0.02% | 82 | +470 | 7.43% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,503 | 208 | 0.0% | 0.01% | 84 | -13,430 | -67.38% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,492 | 208 | 0.0% | — | 83 | +6,492 | New | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 6,233 | 200 | 0.03% | — | 85 | +6,233 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | New | 5,095 | 163 | 0.01% | — | 86 | +5,095 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Reduced | 4,793 | 153 | 0.0% | 0.0% | 87 | -51 | -1.05% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,920 | 125 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 3,136 | 100 | 0.0% | 0.0% | 89 | +45 | 1.46% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,050 | 97 | 0.0% | 0.0% | 90 | -595 | -16.32% | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | New | 1,796 | 57 | 0.01% | — | 91 | +1,796 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,678 | 53 | 0.0% | 0.0% | 92 | +1,525 | 996.73% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,608 | 51 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 48 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 1,494 | 47 | 0.01% | 0.15% | 96 | -13,694 | -90.16% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 1,465 | 47 | 0.0% | — | 95 | +1,465 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,264 | 40 | 0.0% | — | 97 | +1,264 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,211 | 38 | 0.0% | — | 98 | +1,211 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 971 | 31 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Urban Financial Advisory Corp | History | Added to | 905 | 29 | 0.01% | 0.01% | 100 | +8 | 0.89% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 759 | 24 | 0.0% | — | 101 | +759 | New | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | New | 693 | 22 | 0.0% | — | 102 | +693 | New | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | No change | 494 | 15 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 455 | 14 | 0.01% | — | 105 | +455 | New | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 460 | 14 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 293 | 9 | 0.0% | — | 107 | +287 | 4783.33% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 254 | 8 | 0.0% | 0.0% | 108 | -213 | -45.61% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 250 | 8 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 235 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 225 | 7 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | No change | 248 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clarity Asset Management, Inc. | History | New | 203 | 6 | 0.0% | — | 114 | +203 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 195 | 6 | 0.0% | — | 113 | +195 | New | Q4 2025 | Jan 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 184 | 5 | 0.0% | — | 116 | +184 | New | Q4 2025 | Jan 27, 2026 |
| Pflug Koory, LLC | History | No change | 163 | 5 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 62 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.52% | — | -268,139 | -100.0% | Q3 2025 | Dec 01, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -234,496 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -127,580 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -70,840 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,716 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,582 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -33,607 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Global Retirement Partners, LLC | History | Reduced | 8 | 0 | — | 0.02% | — | -29,699 | -99.97% | Q4 2025 | Feb 06, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,280 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.1% | — | -11,256 | -100.0% | Q3 2025 | Nov 06, 2025 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,695 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,160 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,302 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,266 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Darwin Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |