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 | No change | 2,266,094 | 194,136 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,214,046 | 189,677 | 0.95% | 0.95% | 2 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 1,232,400 | 105,579 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 846,356 | 72,507 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 423,517 | 36,282 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peak Financial Management, Inc. | History | No change | 365,097 | 31,277 | 7.18% | 7.18% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMERCE BANK | History | No change | 242,015 | 20,733 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 233,160 | 19,977 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 230,291 | 19,728 | 1.8% | 1.8% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schaeffer Financial LLC | History | No change | 226,929 | 19,441 | 15.03% | 15.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 183,094 | 15,685 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | History | No change | 147,537 | 12,639 | 0.41% | 0.41% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 146,790 | 12,575 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 129,594 | 11,102 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | No change | 122,686 | 10,201 | 0.68% | 0.68% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 109,143 | 9,350 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 102,168 | 8,752 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 95,544 | 8,185 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 91,195 | 7,812 | 2.87% | 2.87% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 90,029 | 7,712 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 89,476 | 7,609 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 83,873 | 7,185 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 79,112 | 6,804 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 77,977 | 6,680 | 0.41% | 0.41% | 24 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Barden Capital Management, Inc. | History | No change | 77,495 | 6,638 | 6.12% | 6.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balentine LLC | History | No change | 72,889 | 6,244 | 0.22% | 0.22% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 72,890 | 6,244 | 1.45% | 1.45% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 69,155 | 5,924 | 0.69% | 0.69% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 63,000 | 5,397 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 61,223 | 5,245 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 58,627 | 4,988 | 0.7% | 0.7% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 51,731 | 4,432 | 0.18% | 0.18% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 44,921 | 3,848 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 41,435 | 3,549 | 1.04% | 1.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,970 | 3,424 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 34,328 | 2,916 | 1.78% | 1.78% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Great Waters Wealth Management | History | No change | 30,490 | 2,612 | 0.24% | 0.24% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Corient Private Wealth LP | History | No change | 30,105 | 2,579 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SHP Wealth Management | History | No change | 29,050 | 2,488 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Convergence Financial, LLC | History | No change | 28,216 | 2,417 | 0.19% | 0.19% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 27,439 | 2,350 | 0.26% | 0.26% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 25,972 | 2,225 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 24,702 | 2,116 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 24,287 | 2,080 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,700 | 2,030 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | No change | 23,430 | 2,007 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,112 | 1,979 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 22,655 | 1,940 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 22,547 | 1,931 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 21,200 | 1,816 | 0.18% | 0.18% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,106 | 1,636 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PFG Advisors | History | No change | 18,497 | 1,584 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | No change | 18,119 | 1,552 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 17,686 | 1,515 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 16,340 | 1,399 | 0.33% | 0.33% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | No change | 16,195 | 1,387 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,958 | 1,281 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 15,127 | 1,274 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,351 | 1,229 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,981 | 1,197 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Assets Advisory, LLC | History | No change | 13,926 | 1,187 | 0.26% | 0.26% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Americana Partners, LLC | History | No change | 13,493 | 1,155 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Reduced | 13,146 | 1,137 | 0.03% | 0.03% | 63 | -57 | -0.43% | Q3 2026 | Oct 02, 2026 |
| Flagship Private Wealth, LLC | History | No change | 12,614 | 1,080 | 0.38% | 0.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 12,224 | 1,047 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 11,940 | 1,022 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 11,010 | 943 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 10,712 | 917 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,138 | 868 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 9,408 | 805 | 0.32% | 0.32% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 9,374 | 803 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Partners LLC | History | No change | 9,327 | 799 | 0.69% | 0.69% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 8,992 | 770 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 8,691 | 744 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,566 | 733 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 7,895 | 676 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 7,817 | 669 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 7,604 | 651 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,571 | 648 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 7,522 | 644 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,472 | 640 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVW Advisors, LLC | History | No change | 7,447 | 637 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Professional Financial Advisors, LLC | History | No change | 7,434 | 636 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 7,406 | 634 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 7,301 | 625 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 7,044 | 603 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Investment Management, LLC | History | No change | 6,719 | 575 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,632 | 568 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 6,578 | 563 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Monument Capital Management | History | No change | 6,524 | 558 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 6,513 | 557 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vernal Point Advisors, LLC | History | No change | 6,435 | 551 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,025 | 516 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 5,883 | 503 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 5,757 | 493 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 5,491 | 484 | 0.32% | 0.32% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,577 | 477 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 5,384 | 462 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perennial Advisors, LLC | History | No change | 5,355 | 458 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| William Mack & Associates, Inc. | History | No change | 5,140 | 440 | 0.16% | 0.16% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 5,056 | 433 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,037 | 431 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,995 | 427 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,971 | 425 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 4,972 | 425 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,953 | 424 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Key FInancial Inc | History | No change | 4,784 | 409 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,707 | 403 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,708 | 403 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zhang Financial LLC | History | No change | 4,480 | 383 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 4,435 | 379 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,075 | 349 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,081 | 349 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlas Private Wealth Advisors | History | No change | 3,872 | 331 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,857 | 330 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 3,849 | 329 | 0.22% | 0.22% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MW ADVISORY, LLC | History | No change | 3,784 | 324 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,740 | 320 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHS Financial, LLC | History | No change | 3,689 | 316 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,659 | 313 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| United Advisor Group, LLC | History | No change | 3,631 | 311 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,599 | 308 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,516 | 301 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 3,494 | 299 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Holos Integrated Wealth LLC | History | No change | 3,478 | 296 | 0.14% | 0.14% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 3,275 | 280 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 3,253 | 278 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TBH Global Asset Management, LLC | History | No change | 3,244 | 277 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,191 | 273 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,025 | 259 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,993 | 256 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,741 | 234 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,451 | 210 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,442 | 209 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 2,757 | 208 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,281 | 195 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,218 | 190 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,753 | 150 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,686 | 144 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Horizon Investments, LLC | History | No change | 1,683 | 144 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,639 | 140 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,628 | 137 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,264 | 108 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,218 | 105 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,190 | 101 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,040 | 89 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Basepoint Wealth LLC | History | No change | 949 | 81 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 935 | 80 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 880 | 75 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 855 | 73 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 780 | 66 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 755 | 64 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 748 | 64 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 542 | 46 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 515 | 44 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 507 | 43 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | No change | 430 | 36 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 384 | 32 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joseph Group Capital Management | History | No change | 303 | 25 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 233 | 19 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 164 | 14 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 157 | 13 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 142 | 12 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Longview Financial Advisors LLC | History | No change | 143 | 12 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 131 | 11 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 124 | 10 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Planning Strategies Inc. | History | No change | 120 | 10 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 116 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | No change | 97 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 17 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Front Row Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |