SPDR INDEX SHARES FUNDS - RWO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | History | Added to | 6,356,395 | 286,164 | 0.01% | 0.01% | 1 | +170,273 | 2.75% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,564,817 | 70,448 | 0.42% | 0.43% | 2 | +34,473 | 2.25% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,512,259 | 68,081 | 0.0% | 0.0% | 3 | -12,675 | -0.83% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,457,685 | 65,624 | 0.01% | 0.01% | 4 | +62,711 | 4.5% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 762,142 | 34,311 | 0.16% | — | 5 | +762,142 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 543,145 | 24,452 | 0.0% | 0.0% | 6 | -36,306 | -6.27% | Q4 2025 | Mar 25, 2026 |
| Quent Capital, LLC | History | Added to | 517,994 | 23,320 | 1.68% | 1.8% | 7 | +49,431 | 10.55% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 454,665 | 20,469 | 0.0% | 0.0% | 8 | +9,344 | 2.1% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 420,292 | 18,921 | 0.01% | 0.01% | 9 | +39,486 | 10.37% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 344,924 | 15,528 | 0.01% | 0.01% | 10 | -99,048 | -22.31% | Q4 2025 | Mar 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 327,766 | 14,756 | 0.0% | 0.01% | 11 | -72,848 | -18.18% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 309,715 | 13,943 | 0.02% | 0.02% | 12 | +2,244 | 0.73% | Q4 2025 | Feb 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 279,630 | 12,588 | 0.46% | 0.31% | 13 | -353 | -0.13% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 211,253 | 9,510 | 0.0% | 0.0% | 14 | +3,107 | 1.49% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 207,814 | 9,355 | 0.11% | 0.11% | 15 | -2,291 | -1.09% | Q4 2025 | Jan 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 149,574 | 6,733 | 0.25% | 0.25% | 16 | +3,640 | 2.49% | Q4 2025 | Feb 02, 2026 |
| Addis & Hill, Inc | History | Reduced | 144,927 | 6,524 | 3.95% | 4.07% | 17 | -538 | -0.37% | Q4 2025 | Jan 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 144,004 | 6,483 | 0.0% | 0.0% | 18 | +3,589 | 2.56% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 122,156 | 5,499 | 0.01% | 0.01% | 19 | -6,952 | -5.38% | Q4 2025 | Feb 11, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 120,678 | 5,432 | 4.06% | 4.16% | 20 | -87 | -0.07% | Q4 2025 | Jan 20, 2026 |
| Orin Green Financial, LLC | History | Added to | 118,291 | 5,325 | 2.13% | 2.14% | 21 | +1,291 | 1.1% | Q4 2025 | Feb 06, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 115,063 | 5,180 | 0.2% | 0.22% | 22 | -1,656 | -1.42% | Q4 2025 | Jan 14, 2026 |
| Hills Bank & Trust Co | History | Reduced | 111,717 | 5,029 | 0.29% | 0.37% | 23 | -23,917 | -17.63% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 105,882 | 4,766 | 0.01% | 0.01% | 24 | -1,820 | -1.69% | Q4 2025 | Feb 06, 2026 |
| WLTH Capital Management, LLC | History | New | 91,281 | 4,493 | 3.48% | — | 25 | +91,281 | New | Q4 2025 | Feb 24, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 98,798 | 4,447 | 0.05% | 0.06% | 26 | -1,568 | -1.56% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | New | 95,325 | 4,291 | 0.4% | — | 27 | +95,325 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 94,933 | 4,273 | 0.01% | 0.01% | 28 | +6,326 | 7.14% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 93,535 | 4,210 | 0.24% | 0.25% | 29 | +26 | 0.03% | Q4 2025 | Jan 14, 2026 |
| Brooklyn FI, LLC | History | Added to | 76,994 | 3,466 | 0.74% | 0.65% | 30 | +14,063 | 22.35% | Q4 2025 | Jan 21, 2026 |
| Austin Private Wealth, LLC | History | Added to | 75,900 | 3,417 | 0.25% | 0.24% | 31 | +6,473 | 9.32% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 72,560 | 3,267 | 0.01% | 0.01% | 32 | +1,591 | 2.24% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 70,739 | 3,185 | 0.0% | 0.0% | 33 | +2,309 | 3.37% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 68,611 | 3,088 | 0.0% | 0.0% | 34 | +2,837 | 4.31% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 68,359 | 3,077 | 0.01% | 0.01% | 35 | +30 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 66,212 | 2,980 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,874 | 2,875 | 0.0% | 0.01% | 37 | -4,669 | -6.81% | Q4 2025 | Feb 18, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 63,118 | 2,842 | 0.09% | — | 38 | +63,118 | New | Q4 2025 | Feb 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 63,045 | 2,838 | 0.21% | 0.21% | 39 | +3,784 | 6.39% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Added to | 62,635 | 2,819 | 0.0% | 0.0% | 40 | +560 | 0.9% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 58,340 | 2,626 | 0.01% | — | 41 | +58,340 | New | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 54,991 | 2,476 | 0.0% | — | 42 | +54,991 | New | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 51,063 | 2,299 | 0.08% | 0.09% | 43 | +806 | 1.6% | Q4 2025 | Feb 06, 2026 |
| One Capital Management, LLC | History | Reduced | 48,362 | 2,177 | 0.07% | 0.1% | 44 | -20,716 | -29.99% | Q4 2025 | Feb 10, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 46,591 | 2,097 | 0.29% | 0.31% | 45 | -1,142 | -2.39% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | New | 43,458 | 1,956 | 0.01% | — | 46 | +43,458 | New | Q4 2025 | Jan 29, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 39,469 | 1,776 | 0.19% | 0.2% | 47 | -47 | -0.12% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 37,602 | 1,692 | 0.03% | 0.03% | 48 | +164 | 0.44% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 35,370 | 1,592 | 0.0% | 0.0% | 49 | +7,389 | 26.41% | Q4 2025 | Feb 10, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 33,895 | 1,525 | 0.94% | 0.93% | 50 | +1,001 | 3.04% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 33,802 | 1,521 | 0.0% | 0.0% | 51 | -2,477 | -6.83% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 32,474 | 1,461 | 0.0% | 0.0% | 52 | +981 | 3.11% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,204 | 1,450 | 0.0% | 0.0% | 53 | +2,396 | 8.04% | Q4 2025 | Feb 17, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 31,816 | 1,432 | 0.19% | 0.2% | 54 | -420 | -1.3% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,458 | 1,371 | 0.01% | 0.01% | 55 | +745 | 2.51% | Q4 2025 | Feb 18, 2026 |
| Simplicity Wealth,LLC | History | Added to | 30,291 | 1,363 | 0.08% | 0.07% | 56 | +5,085 | 20.17% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 29,425 | 1,324 | 0.0% | 0.0% | 57 | +7,176 | 32.25% | Q4 2025 | Jan 29, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 26,747 | 1,204 | 0.34% | 0.32% | 58 | +1,510 | 5.98% | Q4 2025 | Feb 11, 2026 |
| Boltwood Capital Management | History | Added to | 26,245 | 1,181 | 0.31% | 0.3% | 59 | +1,405 | 5.66% | Q4 2025 | Jan 02, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 26,008 | 1,170 | 0.15% | 0.16% | 60 | +278 | 1.08% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 25,355 | 1,141 | 0.0% | 0.0% | 61 | +23,076 | 1012.55% | Q4 2025 | Jan 26, 2026 |
| BIP Wealth, LLC | History | Reduced | 25,107 | 1,130 | 0.04% | 0.06% | 62 | -861 | -3.32% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 24,335 | 1,095 | 0.05% | 0.05% | 63 | +779 | 3.31% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,203 | 1,089 | 0.0% | — | 64 | +24,203 | New | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 23,630 | 1,063 | 0.15% | 0.16% | 65 | +876 | 3.85% | Q4 2025 | Jan 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 23,237 | 1,046 | 0.27% | 0.29% | 66 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 23,080 | 1,039 | 0.12% | 0.13% | 67 | -1,155 | -4.77% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,754 | 979 | 0.01% | 0.01% | 68 | +2,028 | 10.28% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 20,816 | 937 | 0.02% | 0.02% | 69 | +99 | 0.48% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 20,651 | 929 | 0.01% | 0.01% | 70 | -574 | -2.7% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 20,299 | 913 | 0.0% | 0.0% | 71 | -317 | -1.54% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 20,136 | 906 | 0.07% | 0.06% | 72 | +3,181 | 18.76% | Q4 2025 | Jan 29, 2026 |
| Aspire Private Capital, LLC | History | Added to | 19,246 | 866 | 0.19% | 0.18% | 73 | +633 | 3.4% | Q4 2025 | Jan 16, 2026 |
| Independent Advisor Alliance | History | Added to | 18,732 | 843 | 0.02% | 0.02% | 74 | +795 | 4.43% | Q4 2025 | Feb 04, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 18,559 | 835 | 0.42% | 0.45% | 75 | -76 | -0.41% | Q4 2025 | Feb 17, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 18,484 | 832 | 0.72% | 0.64% | 76 | +1,614 | 9.57% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 17,461 | 786 | 0.01% | — | 77 | +17,461 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,342 | 780 | 0.0% | 0.0% | 78 | +2,574 | 17.43% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,429 | 739 | 0.0% | 0.0% | 79 | +301 | 1.87% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Reduced | 15,557 | 700 | 0.01% | 0.02% | 80 | -1,787 | -10.3% | Q4 2025 | Jan 21, 2026 |
| XML Financial, LLC | History | Reduced | 15,109 | 680 | 0.06% | 0.06% | 81 | -81 | -0.53% | Q4 2025 | Feb 11, 2026 |
| Arkos Global Advisors | History | Reduced | 14,996 | 675 | 0.09% | 0.1% | 82 | -1,319 | -8.08% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,538 | 654 | 0.21% | 0.22% | 83 | +93 | 0.64% | Q4 2025 | Feb 03, 2026 |
| Family Office Research LLC | History | Added to | 13,682 | 622 | 0.25% | 0.27% | 84 | +75 | 0.55% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,674 | 615 | 0.0% | 0.0% | 85 | +442 | 3.34% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,196 | 594 | 0.0% | 0.0% | 86 | -1,155 | -8.05% | Q4 2025 | Feb 17, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 11,531 | 519 | 0.13% | 0.13% | 87 | +446 | 4.02% | Q4 2025 | Feb 03, 2026 |
| SOL Capital Management CO | History | No change | 11,450 | 515 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | New | 10,178 | 458 | 0.02% | — | 89 | +10,178 | New | Q4 2025 | Jan 27, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 10,125 | 455 | 0.03% | 0.03% | 90 | -3,000 | -22.86% | Q4 2025 | Jan 29, 2026 |
| Efficient Advisors, LLC | History | Reduced | 9,834 | 442 | 0.03% | 0.03% | 91 | -338 | -3.32% | Q4 2025 | Jan 21, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 9,400 | 423 | 0.11% | 0.11% | 92 | -591 | -5.92% | Q4 2025 | Jan 07, 2026 |
| Envision Financial LLC | History | Reduced | 9,362 | 421 | 0.22% | 0.28% | 93 | -1,225 | -11.57% | Q4 2025 | Jan 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,992 | 404 | 0.0% | 0.0% | 94 | +565 | 6.7% | Q4 2025 | Feb 13, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 8,819 | 397 | 0.21% | 0.19% | 95 | +411 | 4.89% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,685 | 390 | 0.01% | 0.01% | 96 | +250 | 2.96% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Added to | 8,657 | 389 | 0.01% | 0.01% | 97 | +464 | 5.66% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,454 | 380 | 0.0% | 0.0% | 98 | +1,390 | 19.68% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,620 | 341 | 0.01% | 0.01% | 99 | +1,466 | 23.82% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,415 | 338 | 0.0% | 0.0% | 100 | +370 | 5.25% | Q4 2025 | Jan 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,324 | 329 | 0.01% | 0.02% | 101 | -508 | -6.49% | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | Added to | 7,150 | 321 | 0.09% | 0.1% | 102 | +49 | 0.69% | Q4 2025 | Jan 13, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 7,011 | 315 | 0.1% | 0.1% | 104 | +38 | 0.54% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,000 | 315 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 6,886 | 310 | 0.27% | — | 105 | +6,886 | New | Q4 2025 | Feb 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 6,402 | 294 | 0.02% | 0.03% | 106 | -1,442 | -18.38% | Q4 2025 | Feb 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 6,514 | 293 | 0.15% | 0.17% | 107 | -246 | -3.64% | Q4 2025 | Jan 29, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 6,497 | 292 | 0.16% | 0.17% | 108 | +76 | 1.18% | Q4 2025 | Jan 29, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,467 | 291 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BAILARD, INC. | History | Reduced | 6,113 | 275 | 0.01% | 0.01% | 110 | -740 | -10.8% | Q4 2025 | Feb 04, 2026 |
| Sincerus Advisory, LLC | History | Added to | 6,026 | 271 | 0.22% | 0.18% | 111 | +1,525 | 33.88% | Q4 2025 | Jan 08, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,911 | 266 | 0.12% | 0.12% | 112 | +136 | 2.35% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 5,720 | 258 | 0.0% | 0.0% | 113 | +684 | 13.58% | Q4 2025 | Feb 12, 2026 |
| Emerald Advisors, LLC | History | Reduced | 5,736 | 258 | 0.04% | 0.04% | 114 | -107 | -1.83% | Q4 2025 | Jan 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,574 | 250 | 0.03% | 0.03% | 115 | -14 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,391 | 242 | 0.0% | 0.0% | 116 | -35 | -0.65% | Q4 2025 | Jan 16, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 5,372 | 241 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 4,915 | 221 | 0.08% | 0.1% | 119 | -295 | -5.66% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,926 | 221 | 0.0% | 0.0% | 118 | -238 | -4.61% | Q4 2025 | Feb 18, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 4,891 | 220 | 0.07% | 0.08% | 120 | +113 | 2.37% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,868 | 219 | 0.01% | 0.01% | 121 | +150 | 3.18% | Q4 2025 | Jan 21, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 4,706 | 217 | 0.14% | 0.28% | 122 | -4,031 | -46.14% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | New | 4,741 | 213 | 0.02% | — | 123 | +4,741 | New | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 4,733 | 213 | 0.03% | 0.03% | 124 | +40 | 0.85% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 4,568 | 205 | 0.0% | 0.0% | 125 | +195 | 4.46% | Q4 2025 | Feb 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 4,454 | 200 | 0.04% | 0.07% | 127 | -1,477 | -24.9% | Q4 2025 | Jan 26, 2026 |
| SVB WEALTH LLC | History | Reduced | 4,462 | 200 | 0.01% | 0.01% | 126 | -785 | -14.96% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 4,198 | 189 | 0.0% | 0.0% | 128 | +930 | 28.46% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 4,151 | 186 | 0.0% | 0.0% | 129 | +63 | 1.54% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,972 | 178 | 0.0% | 0.0% | 130 | -508 | -11.34% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 3,905 | 175 | 0.01% | 0.02% | 131 | -476 | -10.87% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 3,805 | 171 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,537 | 159 | 0.01% | 0.01% | 133 | +291 | 8.96% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,057 | 137 | 0.0% | 0.0% | 134 | -57 | -1.83% | Q4 2025 | Mar 16, 2026 |
| Ancora Advisors LLC | History | No change | 2,965 | 133 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,784 | 125 | 0.0% | 0.01% | 136 | -319 | -10.28% | Q4 2025 | Jan 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 2,749 | 123 | 0.0% | 0.0% | 137 | +125 | 4.76% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,721 | 122 | 0.0% | — | 138 | +2,721 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,554 | 115 | 0.0% | 0.0% | 139 | -180 | -6.58% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,571 | 115 | 0.0% | 0.0% | 140 | -90 | -3.38% | Q4 2025 | Feb 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 2,476 | 111 | 0.09% | — | 141 | +2,476 | New | Q4 2025 | Mar 05, 2026 |
| FMR LLC | History | Added to | 2,156 | 97 | 0.0% | 0.0% | 142 | +542 | 33.58% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,970 | 88 | 0.0% | 0.0% | 143 | -27 | -1.35% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,749 | 78 | 0.0% | 0.0% | 144 | -127 | -6.77% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,587 | 71 | 0.0% | 0.0% | 145 | -250 | -13.61% | Q4 2025 | Feb 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,591 | 71 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,547 | 69 | 0.0% | 0.0% | 147 | +17 | 1.11% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,373 | 61 | 0.0% | 0.0% | 148 | +19 | 1.4% | Q4 2025 | Feb 18, 2026 |
| Strategic Advocates LLC | History | No change | 1,255 | 57 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Joseph Group Capital Management | History | Added to | 1,185 | 53 | 0.01% | 0.01% | 150 | +22 | 1.89% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,018 | 46 | 0.0% | 0.0% | 151 | +224 | 28.21% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 936 | 42 | 0.0% | 0.0% | 152 | +3 | 0.32% | Q4 2025 | Feb 06, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 912 | 41 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 900 | 40 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 712 | 32 | 0.03% | — | 156 | +712 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 732 | 32 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 696 | 31 | 0.04% | — | 157 | +696 | New | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 638 | 28 | 0.0% | 0.0% | 158 | -1,070 | -62.65% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 579 | 26 | 0.0% | — | 159 | +579 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 532 | 23 | 0.0% | 0.0% | 160 | +1 | 0.19% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 471 | 21 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 390 | 17 | 0.0% | — | 162 | +390 | New | Q4 2025 | Jan 21, 2026 |
| Wilkerson Advisory Group LLC | History | New | 350 | 15 | 0.01% | — | 165 | +350 | New | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 390 | 15 | 0.0% | 0.0% | 163 | +4 | 1.04% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | No change | 355 | 15 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Freedom, LLC | History | Added to | 290 | 13 | 0.01% | 0.01% | 168 | +3 | 1.05% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 300 | 13 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 298 | 13 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 215 | 9 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Longview Financial Advisors LLC | History | No change | 207 | 9 | 0.0% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 179 | 8 | 0.0% | 0.0% | 172 | -158 | -46.88% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 195 | 8 | 0.0% | 0.0% | 174 | +2 | 1.04% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 199 | 8 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 176 | 7 | 0.01% | — | 177 | +176 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 166 | 7 | 0.0% | — | 178 | +166 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 161 | 7 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| LRI Investments, LLC | History | No change | 162 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 143 | 6 | 0.0% | — | 182 | +143 | New | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 137 | 6 | 0.0% | — | 181 | +137 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 151 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | New | 126 | 5 | 0.0% | — | 183 | +126 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 120 | 5 | 0.0% | — | 184 | +120 | New | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | No change | 110 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TSFG, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 96 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 78 | 3 | 0.0% | — | 193 | +78 | New | Q4 2025 | Jan 27, 2026 |
| Arlington Trust Co LLC | History | New | 78 | 3 | 0.0% | — | 195 | +78 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 88 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Golden State Wealth Management, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | No change | 83 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Scarborough Advisors, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 62 | 2 | 0.0% | — | 197 | +62 | New | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 62 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 32 | 1 | 0.0% | — | 202 | +32 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 207 | -13 | -32.5% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Reduced | 29 | 1 | 0.0% | 0.0% | 205 | -8 | -21.62% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 43 | 1 | 0.0% | 0.0% | 200 | -5 | -10.42% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | No change | 38 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Front Row Advisors LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 30 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -86,258 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -67,121 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -26,088 | -100.0% | Q3 2025 | Oct 17, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,612 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -10,595 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -10,434 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -6,197 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,810 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,291 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -484 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CITIGROUP INC | History | Reduced | 2 | 0 | — | 0.0% | — | -234 | -99.15% | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Oct 20, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 28, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ORG Wealth Partners, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |