SPDR INDEX SHARES FUNDS - SPGM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,193,004 | 168,225 | 0.05% | 0.05% | 1 | +35,972 | 1.67% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,738,053 | 133,326 | 0.74% | 0.63% | 2 | +344,818 | 24.75% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 690,816 | 52,992 | 0.06% | 0.06% | 3 | +8,944 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 371,527 | 28,499 | 1.21% | 1.22% | 4 | -2,475 | -0.66% | Q4 2025 | Jan 06, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 369,702 | 28,359 | 7.31% | 7.36% | 5 | -1,746 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 269,982 | 20,710 | 0.02% | 0.03% | 6 | -9,521 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 255,516 | 19,600 | 0.09% | 0.09% | 7 | -434 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Schaeffer Financial LLC | History | Added to | 251,935 | 19,325 | 16.86% | 16.91% | 8 | +2,821 | 1.13% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 248,667 | 19,075 | 0.0% | 0.0% | 9 | +177,833 | 251.06% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 208,260 | 15,975 | 0.0% | 0.0% | 10 | -63,651 | -23.41% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 183,812 | 14,102 | 0.02% | 0.01% | 11 | +55,059 | 42.76% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 165,005 | 12,657 | 0.0% | 0.0% | 12 | -389 | -0.24% | Q4 2025 | Feb 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 163,800 | 12,565 | 0.15% | 0.16% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 146,859 | 11,513 | 0.02% | 0.02% | 14 | +129 | 0.09% | Q4 2025 | Jan 08, 2026 |
| COMMERCE BANK | History | No change | 141,290 | 10,838 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 119,181 | 9,142 | 0.68% | 0.7% | 16 | -399 | -0.33% | Q4 2025 | Jan 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 109,267 | 8,381 | 0.3% | 0.33% | 17 | -5,797 | -5.04% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 103,502 | 7,939 | 0.01% | 0.0% | 18 | +6,782 | 7.01% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 91,420 | 7,012 | 0.0% | 0.0% | 19 | -4,812 | -5.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | New | 87,765 | 6,732 | 0.0% | — | 20 | +87,765 | New | Q4 2025 | Feb 12, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 77,736 | 5,963 | 0.83% | 0.89% | 21 | -3,662 | -4.5% | Q4 2025 | Jan 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 77,140 | 5,917 | 0.44% | 0.42% | 22 | +3,242 | 4.39% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 76,129 | 5,839 | 0.0% | 0.0% | 23 | -47,860 | -38.6% | Q4 2025 | Feb 12, 2026 |
| Barden Capital Management, Inc. | History | Added to | 75,217 | 5,769 | 4.74% | 4.44% | 24 | +3,899 | 5.47% | Q4 2025 | Jan 06, 2026 |
| Balentine LLC | History | Reduced | 75,007 | 5,753 | 0.22% | 0.23% | 25 | -8,749 | -10.45% | Q4 2025 | Feb 02, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 70,775 | 5,429 | 2.27% | 2.24% | 26 | +2,428 | 3.55% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 63,556 | 5,039 | 0.58% | 0.58% | 27 | +325 | 0.51% | Q4 2025 | Feb 03, 2026 |
| Trilogy Capital Inc. | History | Reduced | 63,728 | 4,888 | 0.22% | 0.25% | 28 | -7,081 | -10.0% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Reduced | 55,482 | 4,256 | 0.0% | 0.0% | 29 | -30,108 | -35.18% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 49,386 | 3,788 | 0.0% | 0.0% | 30 | +2,494 | 5.32% | Q4 2025 | Feb 18, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 44,796 | 3,436 | 0.47% | 0.43% | 31 | +4,470 | 11.08% | Q4 2025 | Jan 22, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 42,274 | 3,242 | 0.94% | 0.97% | 32 | +1,271 | 3.1% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,970 | 3,066 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,828 | 3,055 | 0.0% | — | 34 | +39,828 | New | Q4 2025 | Feb 17, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 39,457 | 3,026 | 0.99% | 1.03% | 35 | +51 | 0.13% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 39,138 | 3,002 | 0.04% | 0.03% | 36 | +8,039 | 25.85% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,084 | 2,691 | 0.01% | 0.01% | 37 | +3,674 | 11.7% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 34,196 | 2,623 | 0.01% | 0.01% | 38 | -2,980 | -8.02% | Q4 2025 | Jan 26, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 33,666 | 2,582 | 1.67% | 1.8% | 39 | -10,694 | -24.11% | Q4 2025 | Feb 09, 2026 |
| Great Waters Wealth Management | History | Added to | 32,008 | 2,455 | 0.27% | 0.27% | 40 | +974 | 3.14% | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,060 | 2,305 | 0.0% | 0.0% | 41 | +65 | 0.22% | Q4 2025 | Mar 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 24,687 | 1,893 | 0.07% | 0.06% | 42 | +234 | 0.96% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,524 | 1,804 | 0.09% | 0.08% | 43 | +436 | 1.89% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,463 | 1,799 | 0.0% | 0.0% | 44 | -996 | -4.07% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,999 | 1,764 | 0.0% | 0.0% | 45 | -51,219 | -69.01% | Q4 2025 | Feb 10, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 21,733 | 1,667 | 0.22% | 0.21% | 46 | +1,340 | 6.57% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,325 | 1,482 | 0.0% | 0.0% | 47 | +13 | 0.07% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 19,096 | 1,464 | 0.0% | 0.0% | 48 | +8,514 | 80.46% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,300 | 1,404 | 0.05% | — | 49 | +18,300 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 18,187 | 1,395 | 0.01% | 0.01% | 50 | -6,184 | -25.37% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 18,088 | 1,384 | 0.0% | 0.0% | 51 | +1,899 | 11.73% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 17,543 | 1,345 | 0.07% | 0.04% | 52 | +2,912 | 19.9% | Q4 2025 | Jan 27, 2026 |
| XY Planning Network, Inc. | History | New | 16,195 | 1,242 | 0.22% | — | 53 | +16,195 | New | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 14,983 | 1,183 | 0.03% | 0.03% | 54 | +40 | 0.27% | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 15,351 | 1,177 | 0.14% | 0.14% | 55 | +293 | 1.95% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 14,521 | 1,113 | 0.03% | 0.03% | 56 | +12 | 0.08% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 14,205 | 1,090 | 0.03% | 0.03% | 57 | -885 | -5.86% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,177 | 1,087 | 0.02% | 0.02% | 58 | +1,289 | 10.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,891 | 1,065 | 0.0% | 0.0% | 59 | -49,124 | -77.96% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 13,311 | 1,021 | 0.4% | 0.4% | 60 | +96 | 0.73% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,927 | 991 | 0.01% | 0.01% | 61 | +62 | 0.48% | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Added to | 11,897 | 912 | 0.13% | 0.13% | 62 | +599 | 5.3% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,267 | 864 | 0.08% | 0.09% | 63 | -1,659 | -12.83% | Q4 2025 | Jan 26, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 10,748 | 824 | 0.11% | 0.11% | 64 | +153 | 1.44% | Q4 2025 | Jan 23, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 10,501 | 805 | 0.31% | 0.31% | 65 | +767 | 7.88% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | New | 10,178 | 781 | 0.0% | — | 66 | +10,178 | New | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | Added to | 10,114 | 776 | 0.03% | 0.01% | 67 | +7,379 | 269.8% | Q4 2025 | Feb 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 10,075 | 772 | 0.15% | 0.14% | 68 | +370 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 10,014 | 768 | 0.33% | 0.33% | 69 | -181 | -1.78% | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Reduced | 9,538 | 731 | 0.02% | 0.02% | 70 | -149 | -1.54% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,452 | 725 | 0.01% | 0.01% | 71 | +106 | 1.13% | Q4 2025 | Jan 26, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 9,188 | 704 | 0.09% | 0.08% | 72 | -3,586 | -28.07% | Q4 2025 | Feb 11, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 8,815 | 681 | 0.38% | 0.41% | 73 | -657 | -6.94% | Q4 2025 | Jan 05, 2026 |
| LVW Advisors, LLC | History | Reduced | 8,718 | 668 | 0.07% | 0.07% | 74 | -604 | -6.48% | Q4 2025 | Jan 14, 2026 |
| Convergence Financial, LLC | History | Reduced | 8,538 | 654 | 0.1% | 0.21% | 75 | -9,775 | -53.38% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,404 | 644 | 0.0% | 0.0% | 76 | -1,459 | -14.79% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,571 | 580 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,493 | 574 | 0.03% | 0.03% | 78 | -531 | -6.62% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,432 | 570 | 0.0% | 0.0% | 79 | +415 | 5.91% | Q4 2025 | Feb 13, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 7,303 | 560 | 0.11% | 0.13% | 80 | -1,232 | -14.43% | Q4 2025 | Jan 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 7,268 | 557 | 0.02% | 0.02% | 82 | -257 | -3.42% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,273 | 557 | 0.0% | 0.0% | 81 | +20 | 0.28% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Added to | 6,861 | 526 | 0.02% | 0.03% | 83 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 6,546 | 502 | 0.03% | — | 84 | +6,546 | New | Q4 2025 | Feb 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 6,525 | 500 | 0.03% | 0.03% | 85 | +75 | 1.16% | Q4 2025 | Jan 29, 2026 |
| Vernal Point Advisors, LLC | History | No change | 6,435 | 493 | 0.2% | 0.21% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,153 | 482 | 0.03% | 0.03% | 87 | +62 | 1.02% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | New | 5,933 | 455 | 0.01% | — | 88 | +5,933 | New | Q4 2025 | Feb 17, 2026 |
| Perennial Advisors, LLC | History | Added to | 5,355 | 410 | 0.07% | 0.07% | 89 | +255 | 5.0% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,253 | 402 | 0.0% | — | 90 | +5,253 | New | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 5,102 | 391 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 5,091 | 390 | 0.01% | 0.01% | 92 | +42 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,055 | 387 | 0.02% | 0.02% | 93 | -271 | -5.09% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,919 | 377 | 0.0% | 0.0% | 94 | +4,491 | 1049.3% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | New | 4,876 | 374 | 0.0% | — | 95 | +4,876 | New | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 4,856 | 372 | 0.05% | 0.04% | 96 | +731 | 17.72% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,786 | 367 | 0.02% | 0.02% | 97 | -8 | -0.17% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,708 | 361 | 0.0% | 0.0% | 98 | +152 | 3.34% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,647 | 356 | 0.01% | 0.0% | 99 | +2,763 | 146.66% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 4,616 | 354 | 0.03% | — | 100 | +4,616 | New | Q4 2025 | Mar 04, 2026 |
| Key FInancial Inc | History | Added to | 4,527 | 347 | 0.06% | 0.06% | 101 | +271 | 6.37% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,404 | 337 | 0.01% | 0.01% | 102 | +45 | 1.03% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,367 | 334 | 0.02% | 0.02% | 103 | +35 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,081 | 313 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | New | 4,001 | 306 | 0.0% | — | 105 | +4,001 | New | Q4 2025 | Feb 10, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 3,933 | 301 | 0.23% | 0.23% | 106 | +24 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 3,823 | 293 | 0.07% | 0.07% | 107 | +44 | 1.16% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 3,681 | 282 | 0.0% | 0.0% | 108 | +15 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,634 | 278 | 0.09% | 0.27% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 3,614 | 277 | 0.03% | 0.04% | 110 | +25 | 0.7% | Q4 2025 | Jan 26, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 3,558 | 272 | 0.13% | 0.13% | 111 | +6 | 0.17% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,384 | 259 | 0.0% | 0.0% | 112 | +1,321 | 64.03% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | Added to | 3,280 | 251 | 0.01% | 0.02% | 113 | +1 | 0.03% | Q4 2025 | Feb 11, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 3,275 | 251 | 0.11% | 0.13% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | New | 2,757 | 211 | 0.0% | — | 115 | +2,757 | New | Q4 2025 | Mar 12, 2026 |
| Spire Wealth Management | History | Reduced | 2,685 | 205 | 0.01% | 0.01% | 116 | -688 | -20.4% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 2,621 | 201 | 0.0% | — | 117 | +2,621 | New | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,339 | 179 | 0.01% | 0.01% | 118 | +26 | 1.12% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 2,211 | 169 | 0.0% | 0.0% | 119 | +487 | 28.25% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 1,754 | 134 | 0.0% | — | 121 | +1,754 | New | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,753 | 134 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,684 | 129 | 0.01% | 0.01% | 122 | +4 | 0.24% | Q4 2025 | Jan 20, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,639 | 125 | 0.09% | — | 123 | +1,639 | New | Q4 2025 | Feb 11, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 1,448 | 111 | 0.03% | 0.04% | 124 | -228 | -13.6% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,421 | 109 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 1,264 | 96 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 1,154 | 88 | 0.01% | 0.01% | 127 | -1,309 | -53.15% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 963 | 73 | 0.0% | 0.0% | 128 | +435 | 82.39% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 963 | 73 | 0.0% | 0.0% | 129 | -58 | -5.68% | Q4 2025 | Mar 16, 2026 |
| Basepoint Wealth LLC | History | New | 941 | 72 | 0.04% | — | 130 | +941 | New | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 855 | 65 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 774 | 59 | 0.0% | — | 132 | +774 | New | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 674 | 51 | 0.0% | — | 133 | +674 | New | Q4 2025 | Feb 13, 2026 |
| Scarborough Advisors, LLC | History | No change | 659 | 50 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | Reduced | 582 | 44 | 0.01% | 0.02% | 135 | -242 | -29.37% | Q4 2025 | Jan 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 515 | 39 | 0.0% | — | 136 | +515 | New | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 381 | 29 | 0.0% | 0.0% | 137 | +5 | 1.33% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 369 | 28 | 0.0% | 0.0% | 138 | +13 | 3.65% | Q4 2025 | Feb 11, 2026 |
| Joseph Group Capital Management | History | Reduced | 339 | 26 | 0.01% | 0.02% | 139 | -605 | -64.09% | Q4 2025 | Jan 30, 2026 |
| MGB Wealth Management, LLC | History | No change | 300 | 23 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 288 | 22 | 0.01% | — | 142 | +288 | New | Q4 2025 | Feb 05, 2026 |
| Tidemark, LLC | History | Added to | 300 | 22 | 0.01% | 0.0% | 141 | +73 | 32.16% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 246 | 19 | 0.0% | — | 143 | +246 | New | Q4 2025 | Jan 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 237 | 18 | 0.01% | — | 144 | +237 | New | Q4 2025 | Feb 10, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 231 | 17 | 0.01% | 0.01% | 145 | +2 | 0.87% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 214 | 16 | 0.0% | — | 146 | +213 | 21300.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 194 | 14 | 0.0% | — | 147 | +194 | New | Q4 2025 | Feb 09, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 184 | 14 | 0.01% | 0.01% | 148 | -15 | -7.54% | Q4 2025 | Jan 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 142 | 10 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 119 | 9 | 0.0% | 0.0% | 151 | -726 | -85.92% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 129 | 9 | 0.0% | 0.0% | 150 | +106 | 460.87% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 52 | 3 | 0.0% | — | 156 | +52 | New | Q4 2025 | Jan 23, 2026 |
| Kingdom Financial Group LLC. | History | New | 17 | 1 | 0.0% | — | 158 | +17 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -73,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,926 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,880 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -736 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -734 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 12, 2025 |