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 | Reduced | 6,138,513 | 280,959 | 0.01% | 0.01% | 1 | -217,882 | -3.43% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,596,276 | 73,061 | 0.4% | 0.42% | 2 | +31,459 | 2.01% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,570,009 | 71,859 | 0.01% | 0.0% | 3 | +57,750 | 3.82% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,546,511 | 70,783 | 0.01% | 0.01% | 4 | +88,826 | 6.09% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 762,142 | 34,311 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 593,631 | 27,170 | 1.93% | 1.68% | 6 | +75,637 | 14.6% | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 500,341 | 22,900 | 0.0% | 0.0% | 7 | +45,676 | 10.05% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 482,655 | 22,091 | 0.01% | 0.01% | 8 | +62,363 | 14.84% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 425,445 | 19,472 | 0.0% | 0.0% | 9 | -117,700 | -21.67% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 358,638 | 16,414 | 0.0% | 0.0% | 10 | +30,872 | 9.42% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 308,517 | 14,120 | 0.02% | 0.02% | 11 | -1,198 | -0.39% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 228,041 | 10,437 | 0.0% | 0.0% | 12 | +16,788 | 7.95% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 226,024 | 10,344 | 0.01% | 0.01% | 13 | +103,868 | 85.03% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 211,864 | 9,697 | 0.01% | 0.01% | 14 | -133,060 | -38.58% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 213,328 | 9,572 | 0.0% | 0.0% | 15 | +69,324 | 48.14% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 204,073 | 9,340 | 0.11% | 0.11% | 16 | -3,741 | -1.8% | Q1 2026 | May 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 151,693 | 6,942 | 0.22% | 0.25% | 17 | +2,119 | 1.42% | Q1 2026 | May 07, 2026 |
| Addis & Hill, Inc | History | Added to | 147,371 | 6,745 | 4.1% | 3.95% | 18 | +2,444 | 1.69% | Q1 2026 | Apr 16, 2026 |
| White & Co Financial Planning Inc | History | Added to | 128,441 | 5,878 | 4.13% | 4.06% | 19 | +7,763 | 6.43% | Q1 2026 | May 06, 2026 |
| Orin Green Financial, LLC | History | Reduced | 117,813 | 5,392 | 2.21% | 2.13% | 20 | -478 | -0.4% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 106,691 | 4,883 | 0.01% | 0.01% | 21 | +809 | 0.76% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 105,719 | 4,838 | 0.19% | 0.2% | 22 | -9,344 | -8.12% | Q1 2026 | Apr 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 105,655 | 4,835 | 0.06% | 0.05% | 23 | +6,857 | 6.94% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 96,217 | 4,403 | 0.01% | 0.01% | 24 | +1,284 | 1.35% | Q1 2026 | May 04, 2026 |
| OneAscent Financial Services LLC | History | Added to | 95,344 | 4,363 | 0.24% | 0.4% | 25 | +19 | 0.02% | Q1 2026 | Apr 21, 2026 |
| WLTH Capital Management, LLC | History | Added to | 95,324 | 4,362 | 3.42% | 3.48% | 26 | +4,043 | 4.43% | Q1 2026 | Apr 10, 2026 |
| Brooklyn FI, LLC | History | Added to | 93,209 | 4,266 | 0.9% | 0.74% | 27 | +16,215 | 21.06% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 91,874 | 4,205 | 0.24% | 0.24% | 28 | -1,661 | -1.78% | Q1 2026 | Apr 20, 2026 |
| Hills Bank & Trust Co | History | Reduced | 88,661 | 4,058 | 0.2% | 0.29% | 29 | -23,056 | -20.64% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 81,435 | 3,727 | 0.01% | 0.01% | 30 | +8,875 | 12.23% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 77,721 | 3,557 | 0.03% | — | 31 | +77,721 | New | Q1 2026 | Apr 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 75,900 | 3,417 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 74,563 | 3,412 | 0.02% | 0.01% | 33 | +44,105 | 144.81% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 69,722 | 3,191 | 0.0% | 0.0% | 34 | -1,017 | -1.44% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 69,507 | 3,181 | 0.0% | 0.0% | 35 | +896 | 1.31% | Q1 2026 | May 13, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 66,212 | 3,030 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 64,301 | 2,943 | 0.02% | 0.01% | 37 | +20,843 | 47.96% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 62,018 | 2,838 | 0.0% | 0.0% | 38 | -617 | -0.99% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 59,758 | 2,735 | 0.0% | 0.0% | 39 | -4,116 | -6.44% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 56,683 | 2,594 | 0.19% | 0.21% | 40 | -6,362 | -10.09% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 54,767 | 2,508 | 0.0% | 0.0% | 41 | -224 | -0.41% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 51,063 | 2,337 | 0.09% | 0.08% | 42 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 47,644 | 2,180 | 0.01% | 0.01% | 43 | -10,696 | -18.33% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 47,115 | 2,156 | 0.28% | 0.29% | 44 | +524 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Management, Inc. | History | Added to | 46,495 | 2,128 | 0.73% | 0.71% | 45 | +1,165 | 2.57% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45,498 | 2,082 | 0.0% | 0.0% | 46 | +28,156 | 162.36% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 42,512 | 1,945 | 0.01% | 0.01% | 47 | -25,847 | -37.81% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 39,349 | 1,800 | 0.19% | 0.19% | 48 | -120 | -0.3% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 38,815 | 1,776 | 0.03% | 0.03% | 49 | +1,213 | 3.23% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 38,617 | 1,767 | 0.1% | 0.08% | 50 | +8,326 | 27.49% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 38,231 | 1,749 | 0.01% | 0.0% | 51 | +5,757 | 17.73% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 35,878 | 1,642 | 0.0% | 0.0% | 52 | +508 | 1.44% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,398 | 1,620 | 0.0% | 0.0% | 53 | +34,666 | 4735.79% | Q1 2026 | May 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 35,262 | 1,613 | 0.94% | 0.94% | 54 | +1,367 | 4.03% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,000 | 1,601 | 0.0% | 0.0% | 55 | +10,797 | 44.61% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | No change | 33,802 | 1,547 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 30,901 | 1,414 | 0.19% | 0.19% | 57 | -915 | -2.88% | Q1 2026 | Apr 07, 2026 |
| Boltwood Capital Management | History | Added to | 28,420 | 1,300 | 0.33% | 0.31% | 58 | +2,175 | 8.29% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,778 | 1,226 | 0.0% | 0.0% | 59 | -5,426 | -16.85% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 26,141 | 1,196 | 0.14% | 0.15% | 60 | +133 | 0.51% | Q1 2026 | May 08, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 25,994 | 1,189 | 0.31% | 0.34% | 61 | -753 | -2.82% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 25,273 | 1,156 | 0.0% | 0.0% | 62 | -82 | -0.32% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 24,047 | 1,100 | 0.0% | 0.0% | 63 | -5,378 | -18.28% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,387 | 1,070 | 0.01% | 0.01% | 64 | +1,633 | 7.51% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,225 | 1,063 | 0.0% | — | 66 | +23,225 | New | Q1 2026 | May 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 23,237 | 1,063 | 0.27% | 0.27% | 65 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 23,205 | 1,062 | 0.12% | 0.12% | 67 | +125 | 0.54% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 22,505 | 1,030 | 0.08% | 0.07% | 68 | +2,369 | 11.76% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 22,112 | 1,012 | 0.01% | 0.02% | 69 | +3,380 | 18.04% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 21,442 | 981 | 0.0% | 0.0% | 70 | +1,143 | 5.63% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 20,887 | 955 | 0.04% | 0.04% | 71 | -4,220 | -16.81% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 20,835 | 953 | 0.02% | 0.02% | 72 | +19 | 0.09% | Q1 2026 | Apr 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 20,029 | 916 | 0.44% | 0.42% | 73 | +1,470 | 7.92% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Added to | 19,726 | 902 | 0.2% | 0.19% | 74 | +480 | 2.49% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Reduced | 19,201 | 878 | 0.0% | 0.01% | 75 | -1,450 | -7.02% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,464 | 845 | 0.01% | 0.01% | 76 | +1,003 | 5.74% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Reduced | 18,330 | 838 | 0.02% | 0.07% | 77 | -30,032 | -62.1% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,737 | 766 | 0.0% | 0.0% | 78 | +308 | 1.87% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 15,732 | 720 | 0.06% | 0.06% | 79 | +623 | 4.12% | Q1 2026 | Apr 16, 2026 |
| Apella Capital, LLC | History | Reduced | 14,394 | 716 | 0.01% | 0.01% | 80 | -1,163 | -7.48% | Q1 2026 | Apr 20, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 15,207 | 696 | 0.83% | 0.72% | 81 | -3,277 | -17.73% | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | Reduced | 14,922 | 683 | 0.09% | 0.09% | 82 | -74 | -0.49% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 14,484 | 662 | 0.09% | 0.15% | 83 | -9,146 | -38.71% | Q1 2026 | Apr 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 14,463 | 661 | 0.21% | 0.21% | 84 | -75 | -0.52% | Q1 2026 | May 13, 2026 |
| Family Office Research LLC | History | Reduced | 13,617 | 623 | 0.27% | 0.25% | 85 | -65 | -0.48% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 13,303 | 608 | 0.01% | — | 87 | +13,303 | New | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,291 | 608 | 0.0% | 0.0% | 86 | -383 | -2.8% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,284 | 607 | 0.0% | 0.0% | 88 | +88 | 0.67% | Q1 2026 | Apr 24, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 11,785 | 539 | 0.14% | 0.13% | 89 | +254 | 2.2% | Q1 2026 | May 08, 2026 |
| FDx Advisors, Inc. | History | New | 10,947 | 501 | 0.16% | — | 90 | +10,947 | New | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,787 | 493 | 0.02% | 0.02% | 91 | +609 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Lunt Capital Management, Inc. | History | New | 10,209 | 467 | 0.18% | — | 92 | +10,209 | New | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 10,125 | 463 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,919 | 453 | 0.01% | 0.01% | 94 | +1,234 | 14.21% | Q1 2026 | May 15, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 9,064 | 414 | 0.26% | 0.21% | 95 | +245 | 2.78% | Q1 2026 | May 04, 2026 |
| Envision Financial LLC | History | Reduced | 8,874 | 406 | 0.22% | 0.22% | 96 | -488 | -5.21% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,825 | 403 | 0.0% | 0.0% | 97 | -167 | -1.86% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,585 | 392 | 0.01% | 0.01% | 98 | +965 | 12.66% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,657 | 389 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Efficient Advisors, LLC | History | Reduced | 8,460 | 387 | 0.03% | 0.03% | 100 | -1,374 | -13.97% | Q1 2026 | Apr 29, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 8,174 | 374 | 0.1% | 0.11% | 101 | -1,226 | -13.04% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Added to | 7,311 | 334 | 0.0% | 0.0% | 102 | +3,113 | 74.15% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Reduced | 7,122 | 325 | 0.09% | 0.09% | 103 | -28 | -0.39% | Q1 2026 | Apr 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 7,032 | 321 | 0.1% | 0.1% | 104 | +21 | 0.3% | Q1 2026 | Apr 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,000 | 320 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,758 | 309 | 0.0% | 0.0% | 106 | -1,696 | -20.06% | Q1 2026 | Apr 27, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 6,527 | 298 | 0.15% | 0.15% | 107 | +13 | 0.2% | Q1 2026 | Apr 22, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,467 | 295 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 6,402 | 294 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sincerus Advisory, LLC | History | Added to | 6,423 | 293 | 0.22% | 0.22% | 110 | +397 | 6.59% | Q1 2026 | Apr 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,372 | 291 | 0.02% | 0.01% | 111 | -952 | -13.0% | Q1 2026 | Apr 28, 2026 |
| NICOLET BANKSHARES INC | History | New | 6,204 | 287 | 0.01% | — | 112 | +6,204 | New | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 5,945 | 272 | 0.12% | 0.12% | 113 | +34 | 0.58% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 5,644 | 258 | 0.0% | 0.0% | 114 | +1,076 | 23.56% | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 5,494 | 251 | 0.03% | 0.04% | 116 | +1,040 | 23.35% | Q1 2026 | Apr 17, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,485 | 251 | 0.03% | 0.03% | 115 | -89 | -1.6% | Q1 2026 | May 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,373 | 245 | 0.0% | 0.0% | 117 | -18 | -0.33% | Q1 2026 | May 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 5,372 | 245 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Emerald Advisors, LLC | History | Reduced | 5,348 | 244 | 0.03% | 0.04% | 119 | -388 | -6.76% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group | History | Added to | 5,249 | 240 | 0.02% | 0.02% | 120 | +508 | 10.72% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,172 | 236 | 0.01% | 0.01% | 121 | +304 | 6.24% | Q1 2026 | Apr 20, 2026 |
| PCB Capital LLC | History | Added to | 4,992 | 228 | 0.36% | 0.32% | 122 | +538 | 12.08% | Q1 2026 | Apr 29, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 4,945 | 226 | 0.12% | 0.16% | 123 | -1,552 | -23.89% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | New | 4,925 | 225 | 0.0% | — | 125 | +4,925 | New | Q1 2026 | May 05, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 4,935 | 225 | 0.08% | 0.08% | 124 | +20 | 0.41% | Q1 2026 | May 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 4,820 | 217 | 0.07% | 0.07% | 126 | -71 | -1.45% | Q1 2026 | Apr 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,466 | 204 | 0.03% | 0.03% | 127 | -267 | -5.64% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,178 | 188 | 0.0% | 0.0% | 128 | +206 | 5.19% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,845 | 176 | 0.0% | 0.0% | 129 | -306 | -7.37% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 3,805 | 174 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | New | 3,664 | 168 | 0.01% | — | 131 | +3,664 | New | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 3,635 | 166 | 0.01% | 0.01% | 132 | -270 | -6.91% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,611 | 165 | 0.01% | 0.01% | 133 | +74 | 2.09% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,075 | 140 | 0.0% | 0.0% | 134 | +18 | 0.59% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 2,965 | 135 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,805 | 128 | 0.0% | 0.0% | 136 | +21 | 0.75% | Q1 2026 | Apr 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,749 | 125 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 2,571 | 117 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,554 | 116 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 2,409 | 110 | 0.08% | 0.09% | 140 | -67 | -2.71% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,970 | 90 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,956 | 89 | 0.0% | 0.0% | 142 | -200 | -9.28% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,932 | 88 | 0.03% | 0.03% | 143 | -13 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,647 | 75 | 0.0% | 0.0% | 144 | -102 | -5.83% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,591 | 72 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,556 | 71 | 0.0% | 0.0% | 146 | +9 | 0.58% | Q1 2026 | May 07, 2026 |
| Joseph Group Capital Management | History | Added to | 1,520 | 69 | 0.02% | 0.01% | 147 | +335 | 28.27% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,373 | 61 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,221 | 55 | 0.0% | 0.0% | 149 | +203 | 19.94% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 936 | 42 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 900 | 41 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 847 | 38 | 0.01% | 0.01% | 152 | -65 | -7.13% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 830 | 37 | 0.0% | 0.0% | 153 | +704 | 558.73% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 691 | 32 | 0.0% | 0.0% | 154 | -896 | -56.46% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 641 | 29 | 0.0% | 0.0% | 155 | +3 | 0.47% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 533 | 24 | 0.0% | 0.0% | 156 | +1 | 0.19% | Q1 2026 | Apr 17, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 352 | 16 | 0.01% | 0.01% | 157 | +2 | 0.57% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 346 | 15 | 0.0% | 0.0% | 158 | -44 | -11.28% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 355 | 15 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 324 | 14 | 0.01% | — | 160 | +324 | New | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Added to | 292 | 13 | 0.01% | 0.01% | 162 | +2 | 0.69% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 300 | 13 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 270 | 12 | 0.0% | 0.0% | 163 | +20 | 8.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 247 | 11 | 0.0% | — | 166 | +247 | New | Q1 2026 | May 19, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 225 | 11 | 0.01% | 0.0% | 165 | +105 | 87.5% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 245 | 11 | 0.0% | 0.0% | 164 | +46 | 23.12% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 200 | 9 | 0.0% | 0.0% | 167 | -379 | -65.46% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 200 | 9 | 0.0% | — | 169 | +200 | New | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 215 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | No change | 179 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 161 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 156 | 7 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 162 | 7 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 166 | 7 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 150 | 6 | 0.0% | — | 177 | +150 | New | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 139 | 6 | 0.0% | — | 178 | +139 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 151 | 6 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | New | 109 | 4 | 0.0% | — | 184 | +109 | New | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | New | 90 | 4 | 0.0% | — | 185 | +90 | New | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 99 | 4 | 0.0% | 0.0% | 183 | +72 | 266.67% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 96 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 81 | 3 | 0.0% | 0.0% | 193 | -126 | -60.87% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 88 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | No change | 83 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arlington Trust Co LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 61 | 2 | 0.0% | — | 197 | +61 | New | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 45 | 2 | 0.0% | — | 199 | +45 | New | Q1 2026 | May 13, 2026 |
| HORIZON BANCORP INC /IN/ | History | New | 41 | 2 | 0.0% | — | 198 | +41 | New | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 62 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 201 | -7 | -18.42% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 38 | 1 | 0.0% | 0.0% | 200 | -5 | -11.63% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | No change | 32 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sound Income Strategies, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 30 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -279,630 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -63,118 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,335 | -100.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.05% | — | -11,450 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,415 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Clarity Retirement & Wealth, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,886 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,113 | -100.0% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,720 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,926 | -100.0% | Q1 2026 | May 15, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,706 | -100.0% | Q1 2026 | May 05, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,462 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,721 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,255 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -712 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -696 | -100.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -471 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -390 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -176 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Reduced | 6 | 0 | — | 0.0% | — | -104 | -94.55% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |