SPDR INDEX SHARES FUNDS - QEFA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | Added to | 1,264,638 | 114,664 | 0.03% | 0.03% | 1 | +90,149 | 7.68% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,095,075 | 99,290 | 0.01% | 0.01% | 2 | -5,468 | -0.5% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,033,790 | 93,729 | 0.02% | 0.02% | 3 | -21,493 | -2.04% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 724,401 | 65,681 | 9.39% | 9.22% | 4 | -32,234 | -4.26% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 347,851 | 31,539 | 0.01% | 0.01% | 5 | -36,911 | -9.59% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 264,176 | 23,952 | 0.46% | 0.46% | 6 | +1,008 | 0.38% | Q4 2025 | Feb 12, 2026 |
| SimpliFi, Inc. | History | Reduced | 243,597 | 22,086 | 9.34% | 9.36% | 7 | -5,289 | -2.13% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 215,474 | 19,536 | 0.09% | 0.09% | 8 | +6,352 | 3.04% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 197,400 | 17,898 | 0.0% | 0.0% | 9 | +63,317 | 47.22% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 192,048 | 17,413 | 0.52% | 0.54% | 10 | -9,060 | -4.51% | Q4 2025 | Feb 02, 2026 |
| KWB Wealth | History | Added to | 160,530 | 14,555 | 1.38% | 1.49% | 11 | +2,181 | 1.38% | Q4 2025 | Jan 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 149,620 | 13,922 | 1.81% | 1.76% | 12 | +1,924 | 1.3% | Q4 2025 | Jan 23, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 147,301 | 13,355 | 7.53% | 7.23% | 13 | +6,771 | 4.82% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 144,403 | 13,093 | 0.09% | 0.09% | 14 | +4,488 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 144,392 | 13,092 | 5.36% | 5.51% | 15 | +4,477 | 3.2% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 141,882 | 12,864 | 0.09% | 0.09% | 16 | +7,333 | 5.45% | Q4 2025 | Feb 17, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 138,386 | 12,547 | 1.67% | 1.68% | 17 | -10,221 | -6.88% | Q4 2025 | Jan 05, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 133,003 | 12,059 | 2.35% | 2.78% | 18 | -18,275 | -12.08% | Q4 2025 | Jan 27, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 130,742 | 11,854 | 3.2% | 3.04% | 19 | +14,010 | 12.0% | Q4 2025 | Feb 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 122,198 | 11,079 | 0.36% | 0.33% | 20 | -5,568 | -4.36% | Q4 2025 | Jan 09, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 111,139 | 10,077 | 3.97% | 3.66% | 21 | +8,441 | 8.22% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 109,192 | 9,900 | 0.04% | 0.05% | 22 | -21,289 | -16.32% | Q4 2025 | Feb 18, 2026 |
| Brio Consultants, LLC | History | Added to | 99,648 | 9,035 | 1.17% | 1.14% | 23 | +5,366 | 5.69% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 98,109 | 8,895 | 0.02% | 0.02% | 24 | -2,522 | -2.51% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,496 | 8,812 | 0.01% | 0.01% | 25 | -3,363 | -3.4% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 94,969 | 8,610 | 0.01% | 0.01% | 26 | -14,680 | -13.39% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Added to | 85,316 | 7,735 | 0.99% | 0.97% | 27 | +2,931 | 3.56% | Q4 2025 | Jan 23, 2026 |
| PALLADIEM, LLC | History | New | 72,810 | 6,630 | 6.29% | — | 28 | +72,810 | New | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 64,597 | 5,856 | 0.04% | 0.04% | 29 | +436 | 0.68% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 64,161 | 5,817 | 0.02% | 0.02% | 30 | +6,168 | 10.64% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 61,930 | 5,615 | 0.01% | 0.01% | 31 | +6,194 | 11.11% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,030 | 4,808 | 0.01% | 0.01% | 32 | +2,384 | 4.71% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 50,121 | 4,544 | 0.24% | 0.25% | 33 | +9 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 45,981 | 4,169 | 1.81% | 1.76% | 34 | +2,189 | 5.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,329 | 3,928 | 0.0% | 0.0% | 35 | +2,796 | 6.9% | Q4 2025 | Feb 10, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 42,631 | 3,865 | 2.58% | 2.53% | 36 | +210 | 0.5% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 41,043 | 3,721 | 0.01% | 0.01% | 37 | -152 | -0.37% | Q4 2025 | Feb 18, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 39,313 | 3,564 | 1.23% | 1.29% | 38 | -307 | -0.77% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,817 | 3,434 | 0.01% | 0.0% | 39 | +3,038 | 8.74% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 33,143 | 3,005 | 0.05% | 0.06% | 40 | -2,638 | -7.37% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 32,275 | 2,926 | 0.07% | 0.07% | 41 | +208 | 0.65% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,906 | 2,892 | 0.0% | 0.0% | 42 | +451 | 1.43% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 30,562 | 2,771 | 0.13% | 0.13% | 43 | +1,640 | 5.67% | Q4 2025 | Feb 05, 2026 |
| 21 West Wealth Management LLC | History | Added to | 27,417 | 2,485 | 2.27% | 2.25% | 44 | +470 | 1.74% | Q4 2025 | Jan 13, 2026 |
| L & S Advisors Inc | History | Reduced | 26,677 | 2,418 | 0.22% | 0.23% | 45 | -111 | -0.41% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,374 | 2,391 | 0.0% | 0.0% | 46 | -26,548 | -50.16% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 25,348 | 2,298 | 0.11% | 0.09% | 47 | +1,583 | 6.66% | Q4 2025 | Jan 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 24,812 | 2,249 | 0.06% | 0.08% | 48 | -5,792 | -18.93% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | Added to | 24,512 | 2,222 | 0.48% | 0.46% | 49 | +1,025 | 4.36% | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,460 | 2,217 | 0.04% | 0.04% | 50 | +612 | 2.57% | Q4 2025 | Jan 14, 2026 |
| Betterment LLC | History | Added to | 22,780 | 2,065 | 0.0% | 0.0% | 51 | +1,150 | 5.32% | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 22,530 | 2,052 | 0.03% | 0.01% | 52 | +10,891 | 93.57% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 22,395 | 2,030 | 0.0% | 0.0% | 53 | +1,175 | 5.54% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,027 | 1,997 | 0.0% | 0.0% | 54 | -10,677 | -32.65% | Q4 2025 | Feb 17, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 20,914 | 1,896 | 0.54% | 0.9% | 55 | -13,460 | -39.16% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,445 | 1,763 | 0.0% | 0.0% | 56 | -937 | -4.6% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 17,954 | 1,627 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,241 | 1,472 | 0.0% | 0.0% | 58 | -227 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Stanich Group LLC | History | Reduced | 16,114 | 1,461 | 1.1% | 0.9% | 59 | -517 | -3.11% | Q4 2025 | Jan 23, 2026 |
| Element Wealth, LLC | History | Added to | 15,893 | 1,441 | 0.59% | 0.61% | 60 | +11 | 0.07% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 14,991 | 1,359 | 0.03% | 0.0% | 61 | +13,921 | 1301.03% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,604 | 1,324 | 0.01% | 0.01% | 62 | -23 | -0.16% | Q4 2025 | Jan 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 14,506 | 1,315 | 0.15% | 0.14% | 63 | +100 | 0.69% | Q4 2025 | Jan 21, 2026 |
| Empowered Funds, LLC | History | New | 13,853 | 1,256 | 0.02% | — | 64 | +13,853 | New | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,502 | 1,224 | 0.13% | 0.13% | 65 | +318 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Encompass More Asset Management | History | Reduced | 13,470 | 1,221 | 0.23% | 0.23% | 66 | -413 | -2.97% | Q4 2025 | Feb 03, 2026 |
| McAdam, LLC | History | Added to | 13,127 | 1,190 | 0.05% | 0.05% | 67 | +554 | 4.41% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 12,395 | 1,123 | 0.06% | 0.06% | 68 | -698 | -5.33% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 12,248 | 1,111 | 0.04% | 0.4% | 69 | -99,323 | -89.02% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,783 | 1,068 | 0.05% | 0.05% | 70 | +8 | 0.07% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,657 | 1,057 | 0.0% | — | 71 | +11,657 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 10,789 | 978 | 0.0% | 0.0% | 72 | +9,904 | 1119.1% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,446 | 947 | 0.01% | 0.01% | 73 | +547 | 5.53% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Added to | 9,657 | 875 | 0.0% | 0.0% | 74 | +1,333 | 16.01% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,534 | 864 | 0.0% | 0.0% | 75 | +263 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,771 | 795 | 0.0% | 0.0% | 76 | -464 | -5.02% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Added to | 8,487 | 769 | 0.0% | 0.0% | 77 | +170 | 2.04% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,973 | 722 | 0.0% | 0.0% | 78 | +4,710 | 144.35% | Q4 2025 | Feb 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,358 | 576 | 0.02% | 0.02% | 79 | -43 | -0.67% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Reduced | 6,270 | 568 | 0.0% | 0.0% | 80 | -176 | -2.73% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 5,753 | 521 | 0.04% | 0.04% | 81 | +323 | 5.95% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,713 | 517 | 0.02% | 0.02% | 82 | -492 | -7.93% | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | No change | 5,460 | 495 | 0.21% | 0.22% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,385 | 488 | 0.01% | 0.01% | 84 | -1,468 | -21.42% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 5,365 | 486 | 0.07% | 0.08% | 85 | -75 | -1.38% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | New | 4,637 | 433 | 0.01% | — | 86 | +4,637 | New | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Reduced | 4,585 | 415 | 0.0% | 0.0% | 87 | -136 | -2.88% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,486 | 406 | 0.02% | 0.02% | 88 | -94 | -2.05% | Q4 2025 | Jan 21, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 4,394 | 398 | 0.03% | 0.03% | 89 | +79 | 1.83% | Q4 2025 | Feb 11, 2026 |
| TFB Advisors LLC | History | Reduced | 4,072 | 369 | 0.1% | 0.1% | 90 | -26 | -0.63% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,835 | 347 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 3,799 | 344 | 0.0% | — | 92 | +3,799 | New | Q4 2025 | Jan 26, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,734 | 338 | 0.25% | 0.24% | 93 | +52 | 1.41% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,682 | 333 | 0.03% | 0.03% | 94 | -516 | -12.29% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Reduced | 3,610 | 327 | 0.0% | 0.0% | 95 | -165 | -4.37% | Q4 2025 | Jan 23, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 3,502 | 317 | 0.12% | 0.12% | 96 | +67 | 1.95% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,419 | 309 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Orgel Wealth Management, LLC | History | No change | 3,283 | 297 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 3,100 | 281 | 0.06% | 0.06% | 99 | +43 | 1.41% | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,012 | 273 | 0.01% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,868 | 260 | 0.02% | 0.04% | 101 | -2,098 | -42.25% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Reduced | 2,868 | 260 | 0.0% | 0.0% | 102 | -2,098 | -42.25% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | No change | 2,808 | 254 | 0.02% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Linscomb Wealth, Inc. | History | New | 2,784 | 252 | 0.01% | — | 104 | +2,784 | New | Q4 2025 | Feb 10, 2026 |
| Seed Wealth Management, Inc. | History | No change | 2,500 | 226 | 0.16% | 0.15% | 105 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,489 | 225 | 0.08% | 0.09% | 106 | -78 | -3.04% | Q4 2025 | Feb 09, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 2,248 | 203 | 0.04% | — | 107 | +2,248 | New | Q4 2025 | Feb 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,025 | 183 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,810 | 164 | 0.0% | — | 109 | +1,810 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 1,275 | 115 | 0.03% | 0.03% | 110 | -120 | -8.6% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,217 | 110 | 0.0% | 0.0% | 111 | +226 | 22.81% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,110 | 100 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 950 | 86 | 0.0% | — | 113 | +950 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 947 | 85 | 0.0% | 0.0% | 114 | -101 | -9.64% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 905 | 82 | 0.03% | 0.08% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 861 | 78 | 0.0% | 0.0% | 116 | -7 | -0.81% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 782 | 70 | 0.0% | 0.0% | 117 | +370 | 89.81% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 729 | 66 | 0.0% | 0.01% | 118 | -25 | -3.32% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 698 | 63 | 0.0% | 0.0% | 119 | -47 | -6.31% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | New | 414 | 37 | 0.0% | — | 120 | +414 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 395 | 35 | 0.0% | 0.0% | 121 | +5 | 1.28% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 250 | 22 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 252 | 22 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 237 | 21 | 0.0% | 0.0% | 124 | -5 | -2.07% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 200 | 18 | 0.0% | 0.0% | 125 | +169 | 545.16% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 199 | 18 | 0.0% | 0.0% | 127 | +54 | 37.24% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 204 | 18 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 165 | 14 | 0.0% | — | 128 | +165 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 157 | 14 | 0.0% | 0.0% | 129 | -128 | -44.91% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 145 | 13 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 122 | 11 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | New | 114 | 10 | 0.0% | — | 132 | +114 | New | Q4 2025 | Jan 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 112 | 10 | 0.0% | — | 133 | +112 | New | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 39 | 3 | 0.0% | — | 136 | +39 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 29 | 2 | 0.0% | — | 137 | +29 | New | Q4 2025 | Mar 16, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,668 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,512 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -647 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Investment Advisory Services, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 21, 2026 |
| American Capital Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |