SPDR INDEX SHARES FUNDS - QEFA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,292,242 | 120,527 | 0.03% | 0.03% | 1 | +27,604 | 2.18% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,052,236 | 98,142 | 0.01% | 0.01% | 2 | -42,839 | -3.91% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,002,489 | 93,504 | 0.02% | 0.02% | 3 | -31,301 | -3.03% | Q1 2026 | May 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 612,979 | 57,172 | 9.97% | 9.39% | 4 | -111,422 | -15.38% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 431,315 | 40,228 | 0.01% | 0.01% | 5 | +83,464 | 23.99% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Added to | 321,415 | 29,978 | 0.91% | 0.52% | 6 | +129,367 | 67.36% | Q1 2026 | Apr 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 289,229 | 26,976 | 0.49% | 0.46% | 7 | +25,053 | 9.48% | Q1 2026 | May 11, 2026 |
| SimpliFi, Inc. | History | Added to | 244,333 | 22,788 | 9.57% | 9.34% | 8 | +736 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 211,692 | 19,744 | 0.09% | 0.09% | 9 | -3,782 | -1.76% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 206,196 | 19,231 | 0.0% | 0.0% | 10 | +8,796 | 4.46% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 156,114 | 14,560 | 0.16% | — | 11 | +156,114 | New | Q1 2026 | May 12, 2026 |
| KWB Wealth | History | No change | 160,530 | 14,555 | 1.44% | 1.38% | 12 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 148,153 | 13,818 | 5.55% | 5.36% | 14 | +3,761 | 2.6% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 148,153 | 13,818 | 0.11% | 0.09% | 13 | +3,750 | 2.6% | Q1 2026 | May 11, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 144,959 | 13,520 | 7.33% | 7.53% | 15 | -2,342 | -1.59% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 148,095 | 13,427 | 0.09% | 0.09% | 16 | +6,213 | 4.38% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 135,783 | 13,318 | 1.65% | 1.81% | 17 | -13,837 | -9.25% | Q1 2026 | Apr 20, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 137,956 | 12,867 | 1.8% | 1.67% | 18 | -430 | -0.31% | Q1 2026 | Apr 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 137,271 | 12,803 | 2.31% | 3.2% | 19 | +6,529 | 4.99% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 128,455 | 11,981 | 0.38% | 0.36% | 20 | +6,257 | 5.12% | Q1 2026 | Apr 08, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 128,356 | 11,971 | 2.35% | 2.35% | 21 | -4,647 | -3.49% | Q1 2026 | Apr 07, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 109,087 | 10,172 | 4.11% | 3.97% | 22 | -2,052 | -1.85% | Q1 2026 | Apr 28, 2026 |
| Brio Consultants, LLC | History | Reduced | 96,328 | 9,289 | 1.14% | 1.17% | 23 | -3,320 | -3.33% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 97,585 | 9,101 | 0.02% | 0.02% | 24 | -524 | -0.53% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 92,633 | 8,639 | 0.01% | 0.01% | 25 | -2,336 | -2.46% | Q1 2026 | Apr 27, 2026 |
| Eagle Strategies LLC | History | Added to | 90,522 | 8,443 | 1.01% | 0.99% | 26 | +5,206 | 6.1% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 86,136 | 8,033 | 0.01% | 0.01% | 27 | +24,206 | 39.09% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 79,154 | 7,462 | 0.02% | 0.01% | 28 | -16,342 | -17.11% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 78,878 | 7,356 | 0.02% | 0.02% | 29 | +14,717 | 22.94% | Q1 2026 | May 14, 2026 |
| PALLADIEM, LLC | History | Reduced | 71,612 | 6,931 | 6.61% | 6.29% | 30 | -1,198 | -1.65% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 63,822 | 5,952 | 0.04% | 0.04% | 31 | -775 | -1.2% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 51,268 | 4,781 | 0.01% | 0.01% | 32 | -1,762 | -3.32% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 49,558 | 4,622 | 0.0% | 0.0% | 33 | +6,229 | 14.38% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 49,562 | 4,622 | 0.32% | 0.24% | 34 | -559 | -1.12% | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 43,503 | 4,057 | 2.74% | 2.58% | 35 | +872 | 2.05% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 42,886 | 3,999 | 0.0% | — | 36 | +42,886 | New | Q1 2026 | May 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 42,001 | 3,917 | 1.66% | 1.81% | 37 | -3,980 | -8.66% | Q1 2026 | Apr 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,288 | 3,664 | 0.06% | — | 38 | +39,288 | New | Q1 2026 | May 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 38,778 | 3,616 | 1.31% | 1.23% | 39 | -535 | -1.36% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,992 | 3,548 | 0.01% | 0.01% | 40 | +175 | 0.46% | Q1 2026 | May 15, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 37,711 | 3,517 | 2.0% | — | 41 | +37,711 | New | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 37,484 | 3,496 | 0.05% | 0.03% | 42 | +14,954 | 66.37% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 37,405 | 3,488 | 0.01% | 0.01% | 43 | -3,638 | -8.86% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,959 | 3,353 | 0.0% | 0.0% | 44 | +4,053 | 12.7% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 32,275 | 3,010 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 31,740 | 2,960 | 0.11% | 0.13% | 46 | +1,178 | 3.85% | Q1 2026 | May 19, 2026 |
| NorthRock Partners, LLC | History | Reduced | 29,217 | 2,725 | 0.04% | 0.05% | 47 | -3,926 | -11.85% | Q1 2026 | May 15, 2026 |
| L & S Advisors Inc | History | Added to | 27,091 | 2,526 | 0.32% | 0.22% | 48 | +414 | 1.55% | Q1 2026 | May 11, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 26,532 | 2,474 | 2.3% | 2.27% | 49 | -885 | -3.23% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,519 | 2,286 | 0.04% | 0.04% | 50 | +59 | 0.24% | Q1 2026 | Apr 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 24,422 | 2,277 | 0.06% | 0.06% | 51 | -390 | -1.57% | Q1 2026 | Apr 15, 2026 |
| NVWM, LLC | History | Reduced | 23,089 | 2,153 | 0.48% | 0.48% | 52 | -1,423 | -5.81% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 23,053 | 2,150 | 0.0% | 0.0% | 53 | +273 | 1.2% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,416 | 2,090 | 0.0% | 0.0% | 54 | -3,958 | -15.01% | Q1 2026 | May 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 21,700 | 2,023 | 0.51% | 0.54% | 55 | +786 | 3.76% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,174 | 1,882 | 0.0% | 0.0% | 56 | +729 | 3.75% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | Added to | 19,868 | 1,853 | 0.01% | 0.02% | 57 | +6,015 | 43.42% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 19,745 | 1,841 | 0.0% | 0.0% | 58 | -2,650 | -11.83% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 95,569 | 1,819 | 0.08% | 0.04% | 59 | -13,623 | -12.48% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 18,984 | 1,770 | 0.03% | 0.02% | 60 | +1,030 | 5.74% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 17,619 | 1,643 | 0.0% | 0.0% | 61 | +1,378 | 8.48% | Q1 2026 | May 13, 2026 |
| Element Wealth, LLC | History | Added to | 15,919 | 1,484 | 0.61% | 0.59% | 62 | +26 | 0.16% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 15,799 | 1,473 | 0.03% | 0.03% | 63 | +808 | 5.39% | Q1 2026 | Apr 13, 2026 |
| Stanich Group LLC | History | Reduced | 15,788 | 1,472 | 1.12% | 1.1% | 64 | -326 | -2.02% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,458 | 1,365 | 0.01% | 0.01% | 65 | +9,073 | 168.49% | Q1 2026 | Apr 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 14,406 | 1,344 | 0.15% | 0.15% | 66 | -100 | -0.69% | Q1 2026 | Apr 16, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 14,314 | 1,335 | 0.15% | 0.13% | 67 | +812 | 6.01% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,944 | 1,300 | 0.07% | 0.06% | 68 | +1,549 | 12.5% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Added to | 13,798 | 1,286 | 0.06% | 0.05% | 69 | +671 | 5.11% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 13,314 | 1,241 | 0.06% | 0.11% | 70 | -12,034 | -47.48% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,774 | 1,072 | 0.07% | 0.05% | 71 | -9 | -0.08% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,031 | 1,029 | 0.0% | 0.0% | 72 | -626 | -5.37% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 9,881 | 921 | 0.0% | 0.0% | 73 | +1,394 | 16.43% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 9,860 | 919 | 0.0% | 0.0% | 74 | +203 | 2.1% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,624 | 897 | 0.01% | 0.01% | 75 | -822 | -7.87% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,679 | 809 | 0.0% | 0.0% | 76 | +706 | 8.85% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,347 | 591 | 0.02% | 0.02% | 77 | -11 | -0.17% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 6,190 | 577 | 0.0% | 0.0% | 78 | -80 | -1.28% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Added to | 6,016 | 561 | 0.04% | 0.04% | 79 | +263 | 4.57% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,580 | 542 | 0.01% | 0.02% | 80 | -133 | -2.33% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 5,599 | 522 | 0.0% | 0.0% | 81 | +1,800 | 47.38% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 5,519 | 514 | 0.0% | 0.0% | 82 | +934 | 20.37% | Q1 2026 | May 15, 2026 |
| Avail Investment Partners, LLC | History | New | 5,460 | 509 | 0.54% | — | 84 | +5,460 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | No change | 5,460 | 509 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 4,983 | 464 | 0.49% | 0.47% | 85 | -102 | -2.01% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,965 | 463 | 0.06% | 0.07% | 86 | -400 | -7.46% | Q1 2026 | Apr 28, 2026 |
| January Capital Advisors LLC | History | New | 4,754 | 443 | 0.6% | — | 87 | +4,754 | New | Q1 2026 | May 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,484 | 424 | 0.01% | — | 88 | +4,484 | New | Q1 2026 | May 01, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,394 | 409 | 0.02% | 0.03% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,147 | 386 | 0.02% | 0.02% | 90 | -339 | -7.56% | Q1 2026 | Apr 28, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,102 | 382 | 0.16% | 0.12% | 91 | +600 | 17.13% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,892 | 362 | 0.03% | 0.03% | 92 | +210 | 5.7% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,750 | 349 | 0.0% | 0.0% | 93 | -85 | -2.22% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | No change | 3,734 | 348 | 0.24% | 0.25% | 94 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,516 | 327 | 0.01% | 0.01% | 95 | +233 | 7.1% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Reduced | 3,421 | 319 | 0.0% | 0.0% | 96 | -189 | -5.24% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,419 | 318 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,116 | 290 | 0.01% | 0.01% | 98 | +104 | 3.45% | Q1 2026 | Apr 28, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,100 | 281 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,808 | 261 | 0.02% | 0.02% | 100 | -60 | -2.09% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Reduced | 2,808 | 261 | 0.0% | 0.0% | 101 | -60 | -2.09% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | No change | 2,808 | 261 | 0.01% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | No change | 2,784 | 259 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,708 | 252 | 0.0% | 0.0% | 104 | -6,826 | -71.6% | Q1 2026 | Apr 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 2,509 | 234 | 0.11% | 0.08% | 105 | +20 | 0.8% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,499 | 233 | 0.0% | — | 107 | +2,499 | New | Q1 2026 | May 15, 2026 |
| Seed Wealth Management, Inc. | History | No change | 2,500 | 233 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IRON Financial LLC | History | New | 2,363 | 220 | 0.1% | — | 108 | +2,363 | New | Q1 2026 | Apr 27, 2026 |
| BANK OF HAWAII | History | New | 2,256 | 210 | 0.01% | — | 109 | +2,256 | New | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 2,248 | 209 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,025 | 188 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Addison Advisors LLC | History | Reduced | 1,200 | 111 | 0.02% | 0.03% | 112 | -75 | -5.88% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,217 | 110 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,110 | 103 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 1,055 | 98 | 0.0% | 0.0% | 115 | +273 | 34.91% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 969 | 87 | 0.0% | — | 116 | +969 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 950 | 86 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 900 | 83 | 0.0% | 0.0% | 118 | -47 | -4.96% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 861 | 78 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 729 | 68 | 0.01% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 698 | 65 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 497 | 46 | 0.0% | 0.0% | 122 | +260 | 109.7% | Q1 2026 | Apr 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 426 | 39 | 0.0% | — | 123 | +426 | New | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | No change | 414 | 38 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 407 | 37 | 0.0% | 0.0% | 125 | -10,382 | -96.23% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 395 | 35 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 364 | 34 | 0.0% | 0.0% | 127 | +250 | 219.3% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 264 | 24 | 0.0% | — | 128 | +264 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 250 | 23 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 252 | 23 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 200 | 18 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 199 | 18 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 145 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 131 | 12 | 0.0% | — | 134 | +131 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 128 | 11 | 0.0% | 0.0% | 135 | -29 | -18.47% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 122 | 11 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 112 | 10 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | New | 73 | 6 | 0.0% | — | 139 | +73 | New | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | New | 61 | 5 | 0.0% | — | 140 | +61 | New | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | No change | 39 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 27 | 2 | 0.0% | 0.0% | 143 | -177 | -86.76% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 18 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,027 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,604 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.23% | — | -13,470 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,248 | -100.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,771 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,637 | -100.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,072 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,810 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -905 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| American Capital Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |