SPDR INDEX SHARES FUNDS - SPGM
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 | 2,195,535 | 166,223 | 0.04% | 0.05% | 1 | +2,531 | 0.12% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,004,687 | 151,774 | 0.85% | 0.74% | 2 | +266,634 | 15.34% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 913,332 | 69,148 | 2.19% | 0.05% | 3 | +895,032 | 4890.89% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 370,713 | 28,066 | 0.3% | — | 4 | +370,713 | New | Q1 2026 | May 12, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 364,427 | 27,590 | 7.0% | 7.31% | 5 | -5,275 | -1.43% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 258,226 | 19,550 | 0.09% | 0.09% | 6 | +2,710 | 1.06% | Q1 2026 | Apr 24, 2026 |
| Schaeffer Financial LLC | History | Reduced | 251,225 | 19,020 | 16.01% | 16.86% | 7 | -710 | -0.28% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 247,259 | 18,719 | 0.02% | 0.02% | 8 | -22,723 | -8.42% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 239,780 | 18,153 | 0.09% | 0.06% | 9 | +98,490 | 69.71% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 216,215 | 16,372 | 0.02% | 0.02% | 10 | +32,403 | 17.63% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 181,328 | 13,831 | 0.03% | 0.02% | 11 | +34,469 | 23.47% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 177,385 | 13,429 | 0.0% | 0.0% | 12 | +101,256 | 133.01% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 170,645 | 12,919 | 0.0% | 0.0% | 13 | +5,640 | 3.42% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 167,877 | 12,709 | 0.0% | 0.0% | 14 | -40,383 | -19.39% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 144,676 | 10,953 | 0.42% | 1.21% | 15 | -226,851 | -61.06% | Q1 2026 | Apr 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 143,590 | 10,871 | 0.12% | 0.15% | 16 | -20,210 | -12.34% | Q1 2026 | Apr 29, 2026 |
| Ethos Financial Group, LLC | History | Added to | 127,108 | 9,623 | 0.7% | 0.68% | 17 | +7,927 | 6.65% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | New | 107,596 | 8,146 | 0.88% | — | 18 | +107,596 | New | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 103,476 | 7,834 | 0.29% | 0.3% | 19 | -5,791 | -5.3% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 98,732 | 7,474 | 0.0% | 0.01% | 20 | -4,770 | -4.61% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 94,053 | 7,120 | 0.0% | 0.0% | 21 | +38,571 | 69.52% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 89,656 | 6,577 | 0.0% | 0.0% | 22 | -1,764 | -1.93% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | Added to | 77,593 | 5,874 | 0.24% | 0.22% | 23 | +2,586 | 3.45% | Q1 2026 | Apr 24, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 77,194 | 5,844 | 0.41% | 0.44% | 24 | +54 | 0.07% | Q1 2026 | May 14, 2026 |
| Barden Capital Management, Inc. | History | Added to | 76,847 | 5,818 | 4.98% | 4.74% | 25 | +1,630 | 2.17% | Q1 2026 | Apr 07, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 75,789 | 5,737 | 0.79% | 0.83% | 26 | -1,947 | -2.5% | Q1 2026 | Apr 21, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 74,290 | 5,624 | 2.34% | 2.27% | 27 | +3,515 | 4.97% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 69,105 | 5,231 | 0.05% | 0.04% | 28 | +29,967 | 76.57% | Q1 2026 | May 06, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 68,752 | 5,205 | 1.43% | 0.94% | 29 | +26,478 | 62.63% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 67,103 | 5,080 | 0.63% | 0.47% | 30 | +22,307 | 49.8% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 62,183 | 4,707 | 0.51% | 0.58% | 31 | -1,373 | -2.16% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 56,677 | 4,291 | 0.01% | 0.0% | 32 | +46,499 | 456.86% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 53,184 | 4,026 | 0.0% | 0.0% | 33 | +3,798 | 7.69% | Q1 2026 | May 14, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 40,810 | 3,089 | 1.04% | 0.99% | 34 | +1,353 | 3.43% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,970 | 3,026 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 39,433 | 2,986 | 0.01% | 0.01% | 36 | +4,349 | 12.4% | Q1 2026 | Apr 30, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 34,363 | 2,601 | 1.7% | 1.67% | 37 | +697 | 2.07% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,133 | 2,584 | 0.0% | 0.0% | 38 | +20,242 | 145.72% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 32,849 | 2,486 | 0.01% | 0.01% | 39 | -1,347 | -3.94% | Q1 2026 | May 14, 2026 |
| Great Waters Wealth Management | History | Reduced | 31,492 | 2,384 | 0.25% | 0.27% | 40 | -516 | -1.61% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | No change | 30,060 | 2,275 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | New | 26,923 | 2,038 | 0.06% | — | 42 | +26,923 | New | Q1 2026 | May 08, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 26,088 | 1,975 | 0.26% | 0.22% | 43 | +4,355 | 20.04% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 25,022 | 1,894 | 0.0% | — | 44 | +25,022 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 23,762 | 1,799 | 0.06% | — | 45 | +23,762 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,704 | 1,794 | 0.08% | 0.09% | 46 | +180 | 0.77% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,658 | 1,791 | 0.0% | 0.06% | 47 | -667,158 | -96.58% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,346 | 1,767 | 0.0% | 0.0% | 48 | +347 | 1.51% | Q1 2026 | May 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 23,192 | 1,755 | 0.06% | 0.07% | 49 | -1,495 | -6.06% | Q1 2026 | May 06, 2026 |
| Cooper Financial Group | History | New | 22,800 | 1,726 | 0.17% | — | 50 | +22,800 | New | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,789 | 1,725 | 0.0% | 0.0% | 51 | -674 | -2.87% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 22,484 | 1,702 | 0.0% | 0.0% | 52 | +4,396 | 24.3% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 19,669 | 1,489 | 0.04% | 0.02% | 53 | +10,131 | 106.22% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,193 | 1,453 | 0.0% | 0.0% | 54 | -132 | -0.68% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 18,200 | 1,377 | 0.07% | 0.07% | 55 | +657 | 3.75% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,817 | 1,348 | 0.01% | 0.01% | 56 | -370 | -2.03% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 17,011 | 1,287 | 0.14% | 0.14% | 57 | +1,660 | 10.81% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Added to | 16,732 | 1,266 | 0.1% | 0.03% | 58 | +12,116 | 262.48% | Q1 2026 | May 08, 2026 |
| XY Planning Network, Inc. | History | No change | 16,195 | 1,237 | 0.2% | 0.22% | 59 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,654 | 1,204 | 0.03% | 0.03% | 60 | -329 | -2.2% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,668 | 1,185 | 0.02% | 0.02% | 61 | +1,491 | 10.52% | Q1 2026 | May 11, 2026 |
| Convergence Financial, LLC | History | Added to | 15,568 | 1,178 | 0.12% | 0.1% | 62 | +7,030 | 82.34% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 14,076 | 1,066 | 0.03% | 0.03% | 63 | -129 | -0.91% | Q1 2026 | Apr 06, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 14,007 | 1,060 | 0.05% | — | 64 | +14,007 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,630 | 1,032 | 0.0% | 0.0% | 65 | -26,198 | -65.78% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 13,484 | 1,020 | 0.03% | 0.03% | 66 | -1,037 | -7.14% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 13,091 | 991 | 0.4% | 0.4% | 67 | -220 | -1.65% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,905 | 977 | 0.01% | 0.01% | 68 | -22 | -0.17% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 12,136 | 918 | 0.13% | 0.13% | 69 | +239 | 2.01% | Q1 2026 | Apr 24, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 11,583 | 876 | 0.24% | 0.31% | 70 | +1,082 | 10.3% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,294 | 855 | 0.0% | 0.0% | 71 | +2,890 | 34.39% | Q1 2026 | Apr 27, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 10,841 | 820 | 0.11% | 0.11% | 72 | +93 | 0.87% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 10,823 | 819 | 0.07% | 0.08% | 73 | -444 | -3.94% | Q1 2026 | Apr 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 9,947 | 753 | 0.32% | 0.33% | 74 | -67 | -0.67% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,318 | 705 | 0.01% | 0.01% | 75 | -134 | -1.42% | Q1 2026 | Apr 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,780 | 664 | 0.05% | 0.03% | 76 | +2,234 | 34.13% | Q1 2026 | May 21, 2026 |
| LVW Advisors, LLC | History | Reduced | 8,622 | 652 | 0.06% | 0.07% | 77 | -96 | -1.1% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | New | 8,406 | 636 | 0.0% | — | 78 | +8,406 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,307 | 628 | 0.0% | 0.0% | 79 | -10,789 | -56.5% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 8,126 | 615 | 0.03% | 0.02% | 80 | +1,265 | 18.44% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,077 | 611 | 0.02% | 0.03% | 81 | +584 | 7.79% | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,571 | 573 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 7,568 | 572 | 0.07% | 0.09% | 83 | -1,620 | -17.63% | Q1 2026 | May 11, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 7,413 | 561 | 0.11% | 0.11% | 84 | +110 | 1.51% | Q1 2026 | Apr 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,176 | 526 | 0.03% | 0.03% | 85 | +23 | 0.37% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 6,842 | 518 | 0.02% | 0.02% | 86 | -426 | -5.86% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,660 | 504 | 0.0% | 0.0% | 87 | -772 | -10.39% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,632 | 502 | 0.0% | 0.0% | 88 | -641 | -8.81% | Q1 2026 | May 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 6,611 | 500 | 0.09% | 0.15% | 89 | -3,464 | -34.38% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 6,528 | 494 | 0.0% | 0.0% | 90 | -81,237 | -92.56% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | No change | 6,525 | 493 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vernal Point Advisors, LLC | History | No change | 6,435 | 487 | 0.2% | 0.2% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,100 | 466 | 0.01% | 0.01% | 93 | +167 | 2.81% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,025 | 456 | 0.0% | 0.0% | 94 | -242,642 | -97.58% | Q1 2026 | May 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 6,028 | 456 | 0.05% | 0.05% | 95 | +1,172 | 24.14% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 5,788 | 438 | 0.0% | 0.0% | 96 | +2,404 | 71.04% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 5,723 | 433 | 0.01% | 0.01% | 97 | +632 | 12.41% | Q1 2026 | May 15, 2026 |
| Perennial Advisors, LLC | History | No change | 5,355 | 405 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,055 | 382 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,995 | 378 | 0.0% | 0.0% | 100 | -107 | -2.1% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,972 | 376 | 0.0% | 0.0% | 101 | +96 | 1.97% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,803 | 363 | 0.01% | 0.01% | 102 | +399 | 9.06% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,786 | 362 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,647 | 356 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,708 | 356 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DGS Capital Management, LLC | History | New | 4,677 | 354 | 0.06% | — | 106 | +4,677 | New | Q1 2026 | Apr 28, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,669 | 353 | 0.02% | 0.02% | 107 | +302 | 6.92% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 4,613 | 349 | 0.0% | 0.0% | 108 | +932 | 25.32% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Added to | 4,597 | 348 | 0.06% | 0.06% | 109 | +70 | 1.55% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,468 | 338 | 0.0% | — | 110 | +4,468 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,097 | 313 | 0.0% | 0.0% | 111 | -822 | -16.71% | Q1 2026 | Apr 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,081 | 308 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,025 | 304 | 0.0% | 0.0% | 113 | +24 | 0.6% | Q1 2026 | May 05, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 3,872 | 297 | 0.15% | 0.38% | 114 | -4,943 | -56.07% | Q1 2026 | Apr 08, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 3,903 | 295 | 0.22% | 0.23% | 115 | -30 | -0.76% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | No change | 3,823 | 289 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,667 | 277 | 0.09% | 0.09% | 117 | +33 | 0.91% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | No change | 3,614 | 273 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 3,558 | 269 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 3,366 | 254 | 0.0% | 0.0% | 120 | +1,612 | 91.9% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Reduced | 3,273 | 247 | 0.01% | 0.01% | 121 | -7 | -0.21% | Q1 2026 | May 11, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 3,275 | 247 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | New | 3,022 | 228 | 0.0% | — | 123 | +3,022 | New | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,785 | 210 | 0.0% | — | 124 | +2,785 | New | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | No change | 2,757 | 208 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | No change | 2,685 | 203 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | No change | 2,339 | 177 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,283 | 172 | 0.0% | 0.0% | 128 | +72 | 3.26% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,753 | 132 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,684 | 127 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,639 | 124 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,602 | 118 | 0.0% | 0.0% | 132 | +181 | 12.74% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,279 | 96 | 0.0% | 0.0% | 133 | +605 | 89.76% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | No change | 1,264 | 95 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 1,218 | 92 | 0.03% | 0.03% | 135 | -230 | -15.88% | Q1 2026 | Apr 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,154 | 88 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Basepoint Wealth LLC | History | Added to | 942 | 71 | 0.04% | 0.04% | 137 | +1 | 0.11% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 880 | 66 | 0.0% | — | 138 | +880 | New | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 855 | 64 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 774 | 59 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 746 | 56 | 0.0% | 0.0% | 141 | -217 | -22.53% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | No change | 659 | 49 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 515 | 38 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | Added to | 441 | 33 | 0.01% | 0.0% | 144 | +72 | 19.51% | Q1 2026 | Apr 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 381 | 28 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | Added to | 365 | 27 | 0.01% | 0.01% | 146 | +65 | 21.67% | Q1 2026 | May 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 350 | 26 | 0.02% | — | 147 | +350 | New | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | New | 312 | 23 | 0.0% | — | 149 | +312 | New | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 300 | 23 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 300 | 22 | 0.0% | 0.0% | 150 | +86 | 40.19% | Q1 2026 | May 11, 2026 |
| Joseph Group Capital Management | History | Reduced | 303 | 22 | 0.01% | 0.01% | 151 | -36 | -10.62% | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 281 | 21 | 0.0% | — | 152 | +281 | New | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 246 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 231 | 17 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | New | 219 | 16 | 0.0% | — | 155 | +219 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 211 | 15 | 0.0% | — | 156 | +211 | New | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 183 | 13 | 0.01% | 0.01% | 157 | -1 | -0.54% | Q1 2026 | Apr 20, 2026 |
| TSFG, LLC | History | New | 156 | 12 | 0.0% | — | 158 | +156 | New | Q1 2026 | Apr 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 142 | 10 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Reduced | 124 | 9 | 0.0% | 0.0% | 160 | -5 | -3.88% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 116 | 8 | 0.0% | — | 161 | +116 | New | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 82 | 6 | 0.0% | 0.0% | 163 | +26 | 46.43% | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 71 | 5 | 0.0% | — | 165 | +71 | New | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 75 | 5 | 0.0% | 0.0% | 164 | +6 | 8.7% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 17 | 1 | 0.0% | — | 169 | +17 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingdom Financial Group LLC. | History | No change | 17 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -63,728 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,114 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,253 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,621 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -963 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -582 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -288 | -100.0% | Q1 2026 | May 06, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -237 | -100.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| Front Row Advisors LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 19, 2026 |
| Smartleaf Asset Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |