SPDR INDEX SHARES FUNDS - RWO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | No change | 6,029,648 | 299,733 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,603,812 | 79,725 | 0.39% | 0.39% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,593,539 | 79,214 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,569,638 | 78,026 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 739,570 | 36,764 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quent Capital, LLC | History | No change | 618,775 | 30,759 | 1.89% | 1.89% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 568,290 | 28,249 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 507,082 | 25,207 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 471,704 | 23,448 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 396,342 | 19,702 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 305,084 | 15,165 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 282,843 | 14,060 | 0.26% | 0.26% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 268,246 | 13,334 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 237,463 | 11,804 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 218,126 | 11,000 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 212,429 | 10,559 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 197,929 | 9,839 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 153,219 | 7,616 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Addis & Hill, Inc | History | No change | 145,643 | 7,239 | 3.99% | 3.99% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Odyssey Group, LLC | History | No change | 133,745 | 6,648 | 1.8% | 1.8% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White & Co Financial Planning Inc | History | No change | 131,163 | 6,520 | 4.04% | 4.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orin Green Financial, LLC | History | No change | 116,451 | 5,788 | 2.14% | 2.14% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 105,432 | 5,241 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 103,511 | 5,145 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 103,257 | 5,132 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 102,355 | 5,088 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 96,038 | 4,774 | 0.23% | 0.23% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 94,538 | 4,699 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brooklyn FI, LLC | History | No change | 91,936 | 4,687 | 0.86% | 0.86% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hills Bank & Trust Co | History | No change | 89,554 | 4,451 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 87,164 | 4,333 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 83,132 | 4,179 | 0.22% | 0.22% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 80,259 | 3,990 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 72,840 | 3,620 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 70,138 | 3,486 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 69,784 | 3,468 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 67,316 | 3,345 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 65,997 | 3,280 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 63,134 | 3,138 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 59,277 | 2,946 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 55,826 | 2,775 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 55,783 | 2,772 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 54,995 | 2,733 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 54,249 | 2,697 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Management, Inc. | History | No change | 47,107 | 2,341 | 0.72% | 0.72% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 45,668 | 2,270 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 42,319 | 2,103 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALTFEST L J & CO INC | History | No change | 39,817 | 1,979 | 0.19% | 0.19% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 39,652 | 1,971 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Columbia River Financial Group, LLC | History | No change | 38,733 | 1,925 | 1.03% | 1.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boltwood Capital Management | History | Added to | 39,785 | 1,846 | 0.42% | 0.35% | 51 | +8,860 | 28.65% | Q3 2026 | Oct 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 36,881 | 1,833 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 38,044 | 1,815 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 35,871 | 1,783 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 35,291 | 1,754 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 31,371 | 1,559 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 28,975 | 1,440 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 28,747 | 1,429 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 26,372 | 1,310 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 26,089 | 1,296 | 0.29% | 0.29% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 25,858 | 1,285 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 25,270 | 1,256 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 24,418 | 1,213 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WLTH Capital Management, LLC | History | No change | 24,417 | 1,213 | 0.78% | 0.78% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 23,449 | 1,165 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 23,237 | 1,155 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 22,494 | 1,118 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Independent Advisor Alliance | History | No change | 22,007 | 1,093 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 21,701 | 1,078 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | No change | 20,882 | 1,038 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 20,802 | 1,034 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspire Private Capital, LLC | History | No change | 20,454 | 1,016 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 20,050 | 996 | 0.43% | 0.43% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 19,425 | 965 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 19,203 | 954 | 0.82% | 0.82% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,246 | 866 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 17,326 | 861 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| One Capital Management, LLC | History | No change | 18,330 | 838 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16,202 | 805 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,740 | 782 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 15,076 | 749 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkos Global Advisors | History | No change | 14,701 | 731 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 14,191 | 705 | 0.2% | 0.2% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 13,794 | 700 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Family Office Research LLC | History | No change | 13,678 | 679 | 0.25% | 0.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 13,635 | 677 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 13,303 | 661 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 12,650 | 628 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 12,493 | 621 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,528 | 573 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FDx Advisors, Inc. | History | No change | 10,961 | 545 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 10,344 | 514 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 10,125 | 503 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,060 | 500 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,053 | 499 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,255 | 460 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,169 | 455 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 9,157 | 455 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sincerus Advisory, LLC | History | No change | 8,561 | 425 | 0.29% | 0.29% | 99 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 8,414 | 418 | 0.16% | 0.16% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 8,012 | 398 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 7,378 | 366 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,132 | 354 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FC Advisory LLC | History | Added to | 7,538 | 349 | 0.09% | 0.1% | 104 | +45 | 0.6% | Q3 2026 | Oct 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,000 | 347 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tilson Financial Group, Inc. | History | No change | 6,467 | 321 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evanson Financial, LLC | History | No change | 6,467 | 321 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 6,131 | 307 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCB Capital LLC | History | No change | 6,115 | 304 | 0.37% | 0.37% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,859 | 291 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 5,700 | 283 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,436 | 273 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envision Financial LLC | History | No change | 5,494 | 273 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keystone Financial Group | History | No change | 5,460 | 271 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 5,445 | 270 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 5,372 | 267 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lifeworks Advisors, LLC | History | No change | 5,360 | 266 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 5,310 | 263 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Emerald Advisors, LLC | History | No change | 5,236 | 260 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 5,197 | 258 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 4,906 | 243 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 4,854 | 241 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 4,743 | 235 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 4,563 | 226 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,499 | 223 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 4,246 | 211 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 4,201 | 208 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,099 | 203 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 4,086 | 203 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,895 | 193 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 3,805 | 189 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 3,664 | 182 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 3,570 | 177 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joseph Group Capital Management | History | No change | 3,091 | 153 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 2,965 | 147 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,743 | 136 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,577 | 128 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | No change | 2,571 | 127 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,554 | 126 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,387 | 118 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,995 | 99 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,970 | 97 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,827 | 90 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 1,594 | 79 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,591 | 79 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,497 | 74 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,382 | 68 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,255 | 62 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,221 | 61 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,126 | 55 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 953 | 47 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 940 | 46 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 900 | 44 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 847 | 42 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 732 | 36 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 705 | 35 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 676 | 33 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 534 | 26 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 392 | 19 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 397 | 19 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 346 | 17 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 361 | 17 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 355 | 17 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 327 | 16 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 332 | 16 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 300 | 14 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 287 | 14 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 215 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 205 | 10 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 200 | 9 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 180 | 8 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 162 | 8 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 166 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 156 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 151 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 106 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 120 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 88 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 81 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 87 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | No change | 83 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSFG, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Group, LTD | History | No change | 90 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 62 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 68 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arlington Trust Co LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 62 | 3 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 53,317 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 38 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heritage Wealth Advisors | History | No change | 21 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 30 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VIMA LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 27 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key FInancial Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |