SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q2 2013Q3 202355
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.04%0.12%Q2 2013Q3 202342
Coastline Trust Co 42420.10%0.32%0.84%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.02%0.08%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.05%0.22%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
ASSETMARK, INC 41410.05%0.17%0.32%Q3 2013Q3 202341
MONETA GROUP INVESTMENT ADVISORS LLC 24170.01%1.16%11.29%Q3 2012Q3 202341
Harbour Capital Advisors, LLC 31100.06%0.31%0.81%Q1 2013Q2 202341
MUFG Americas Holdings Corp 41410.00%0.12%0.40%Q3 2012Q3 202241
Raymond James Financial Services Advisors, Inc. 27140.00%0.02%0.09%Q2 2013Q3 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 41410.07%0.27%0.56%Q3 2013Q3 202341
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41410.24%0.48%0.95%Q3 2013Q3 202341
US BANCORP \DE\ 3820.00%0.00%0.01%Q2 2013Q3 202340
JPMORGAN CHASE & CO 2730.00%0.00%0.00%Q2 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.00%0.05%0.12%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.04%0.21%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.03%0.13%Q3 2013Q3 202340
HighTower Advisors, LLC 40400.00%0.02%0.12%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202339
GOLDMAN SACHS GROUP INC 3440.00%0.00%0.01%Q1 2012Q3 202138
Cetera Advisor Networks LLC 2110.00%0.03%0.07%Q3 2013Q3 202336
BANK OF MONTREAL /CAN/ 1910.00%0.00%0.00%Q2 2013Q3 202336
MARATHON CAPITAL MANAGEMENT 35350.10%0.25%0.52%Q2 2013Q4 202135
D.A. DAVIDSON & CO. 35350.00%0.03%0.08%Q1 2015Q3 202335
Creative Planning 3020.00%0.00%0.01%Q2 2013Q2 202335
Telos Capital Management, Inc. 35350.16%0.28%0.54%Q2 2013Q4 202135
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q4 2013Q3 202334
Ameritas Investment Partners, Inc. 3130.00%0.00%0.01%Q4 2014Q2 202334
FDx Advisors, Inc. 3110.01%0.04%0.10%Q2 2015Q3 202332
ARCADIA INVESTMENT MANAGEMENT CORP/MI 32320.00%0.07%0.30%Q4 2015Q3 202332
Asset Dedication, LLC 31310.00%0.03%0.11%Q1 2016Q3 202331
HBK Sorce Advisory LLC 3010.02%0.05%0.09%Q3 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Cetera Investment Advisers 30300.01%0.08%0.19%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.01%0.42%1.21%Q2 2013Q3 202030
JANE STREET GROUP, LLC 1110.00%0.01%0.06%Q1 2014Q3 202330
FIFTH THIRD BANCORP 30300.00%0.00%0.00%Q2 2013Q3 202030
Gradient Investments LLC 2810.00%0.14%0.37%Q1 2015Q3 202329
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.01%0.03%Q2 2013Q3 202329
FAS Wealth Partners, Inc. 29290.00%0.18%0.46%Q3 2016Q3 202329
STRATEGY ASSET MANAGERS LLC 28280.10%0.20%0.38%Q4 2013Q3 202028
Rehmann Capital Advisory Group 1520.02%0.04%0.05%Q1 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.14%Q4 2016Q3 202328
RAYMOND JAMES TRUST N.A. 2130.01%0.12%0.76%Q2 2013Q1 202228
Winslow, Evans & Crocker, Inc. 2710.00%0.03%0.13%Q4 2013Q4 202028
Community Bank, N.A. 27270.00%0.01%0.02%Q4 2014Q2 202127
Conservest Capital Advisors, Inc. 27270.04%0.07%0.13%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
PEOPLES FINANCIAL SERVICES CORP. 27270.01%0.01%0.02%Q1 2017Q3 202327
HOWE & RUSLING INC 27270.01%0.02%0.06%Q2 2013Q4 201927
Highlander Capital Management, LLC 27270.00%0.00%0.01%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.11%Q2 2017Q3 202326
Millburn Ridgefield Corp 26260.00%0.02%0.10%Q4 2016Q1 202326
Global Retirement Partners, LLC 1970.00%0.01%0.03%Q4 2016Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.02%Q4 2016Q3 202326
PINNACLE ASSOCIATES LTD 25250.01%0.01%0.02%Q1 2017Q1 202325
Citadel Advisors 610.00%0.00%0.01%Q3 2014Q3 202325
KAYS FINANCIAL ADVISORY CORP /ADV 25250.04%0.32%0.93%Q4 2013Q4 201925
Front Row Advisors LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1950.07%0.24%0.84%Q2 2013Q1 202024
Hudock, Inc. 23230.00%0.03%0.08%Q1 2017Q3 202223
Mount Yale Investment Advisors, LLC 23230.12%0.55%1.06%Q1 2018Q3 202323
Prospera Financial Services Inc 1720.01%0.04%0.09%Q4 2016Q4 202223
NEXT Financial Group, Inc 1340.00%0.00%0.02%Q3 2014Q4 202123
Baird Financial Group, Inc. 13100.00%0.01%0.04%Q2 2015Q2 202123
Allen Capital Group, LLC 2030.42%0.88%1.53%Q4 2017Q3 202323
NOTTINGHAM ADVISORS, INC. 23230.08%0.33%0.75%Q2 2013Q4 201823
SYNOVUS FINANCIAL CORP 1660.00%0.01%0.02%Q2 2013Q2 201922
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2013Q3 202322
1834 INVESTMENT ADVISORS CO 770.00%0.04%0.14%Q2 2013Q2 202121
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
HUNTINGTON NATIONAL BANK 21210.00%0.00%0.00%Q3 2018Q3 202321
ADELL HARRIMAN & CARPENTER INC 21210.02%0.19%0.40%Q2 2017Q2 202221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21210.00%0.00%0.00%Q2 2013Q2 201821
NewSquare Capital LLC 2010.00%0.00%0.00%Q1 2016Q3 202321
Silver Lake Advisory, LLC 1830.20%1.70%2.62%Q2 2014Q3 202121
Parkside Financial Bank & Trust 21210.00%0.01%0.01%Q3 2018Q3 202321
FinTrust Capital Advisors, LLC 20200.01%0.04%0.10%Q4 2018Q3 202320
Towerpoint Wealth, LLC 20200.19%1.76%2.44%Q4 2017Q3 202220
FLOW TRADERS U.S. LLC 610.00%0.05%0.12%Q4 2015Q3 202320
Mount Lucas Management LP 830.02%0.65%1.28%Q2 2016Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.01%0.25%0.44%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Retirement Planning Group, LLC 20200.06%0.43%1.54%Q2 2013Q1 201820
AMERIPRISE FINANCIAL INC 1810.00%0.00%0.00%Q2 2013Q2 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
OLD MISSION CAPITAL LLC 610.01%0.07%0.24%Q4 2014Q3 202319
Merriman Wealth Management, LLC 840.04%1.45%6.34%Q1 2016Q3 202319
BOSTON ADVISORS LLC 1090.01%0.01%0.02%Q2 2013Q3 201919
Tower Research Capital LLC (TRC) 19190.00%0.00%0.00%Q1 2019Q3 202319
Fieldpoint Private Securities, LLC 1270.01%0.05%0.16%Q1 2017Q2 202219
TCI Wealth Advisors, Inc. 1810.02%0.04%0.07%Q4 2012Q1 202019
PREMIER ASSET MANAGEMENT LLC 1260.09%0.29%0.48%Q3 2013Q1 201918
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q4 2017Q1 202218
OARSMAN CAPITAL, INC. 18180.10%0.17%0.25%Q2 2013Q3 201718
AlphaMark Advisors, LLC 18180.00%0.10%0.35%Q2 2013Q3 201718
COMPTON CAPITAL MANAGEMENT INC /RI 18180.10%0.20%0.32%Q2 2013Q3 201718
180 WEALTH ADVISORS, LLC 1080.06%0.56%1.49%Q4 2017Q2 202218
Brouwer & Janachowski, LLC 18180.04%0.10%0.38%Q3 2015Q4 201918
MERCER GLOBAL ADVISORS INC /ADV 18180.00%0.13%0.68%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.02%0.04%Q2 2013Q3 201718
Claraphi Advisory Network, LLC 18180.07%0.22%0.37%Q1 2018Q2 202218
Crewe Advisors LLC 17170.02%0.04%0.08%Q4 2017Q4 202117
People's United Financial, Inc. 17170.00%0.01%0.01%Q2 2013Q2 201717
1st Global Advisors, Inc. 17170.03%0.04%0.10%Q2 2013Q2 201717
ProVise Management Group, LLC 17170.04%0.41%0.71%Q2 2013Q2 201717
Sandy Spring Bank 1220.00%0.00%0.01%Q3 2013Q3 202317
WFG Advisors, LP 17170.00%0.00%0.01%Q2 2013Q2 201717
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.00%0.05%0.11%Q2 2013Q1 201716
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
Rockefeller Capital Management L.P. 1510.00%0.00%0.00%Q1 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.60%1.08%1.46%Q4 2017Q3 202116
Transamerica Financial Advisors, Inc. 910.00%0.00%0.03%Q2 2013Q4 201716
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.01%0.01%Q4 2019Q3 202316
Larson Financial Group LLC 15150.00%0.00%0.01%Q3 2019Q1 202315
Freedom Investment Management, Inc. 15150.03%0.06%0.16%Q1 2020Q3 202315
STALEY CAPITAL ADVISERS INC 15150.04%0.18%0.36%Q2 2013Q4 201615
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Aptus Capital Advisors, LLC 15150.00%0.00%0.00%Q3 2019Q1 202315
1832 Asset Management L.P. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Benchmark Wealth Management, LLC 1140.13%0.17%0.28%Q4 2019Q3 202315
TRAIN BABCOCK ADVISORS LLC 1050.08%0.11%0.13%Q3 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
First Horizon Advisors, Inc. 15150.00%0.00%0.00%Q3 2013Q1 201715
MSI Financial Services Inc 15150.02%0.03%0.04%Q2 2013Q4 201615
ENTERPRISE FINANCIAL SERVICES CORP 14140.03%0.07%0.10%Q1 2019Q2 202214
Charles Schwab Investment Advisory, Inc. 14140.00%0.45%0.85%Q1 2015Q2 201814
Curbstone Financial Management Corp 1010.08%0.11%0.12%Q4 2019Q4 202314
UBS AG 660.00%0.02%0.07%Q2 2013Q3 201414
HL FINANCIAL SERVICES LLC 1040.01%0.02%0.02%Q2 2013Q2 201714
Smart Portfolios, LLC 730.18%2.03%6.57%Q3 2013Q2 201914
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
QCI ASSET MANAGEMENT INC/NY 13130.00%0.00%0.00%Q1 2017Q1 202013
Stratos Wealth Partners, LTD. 510.01%0.02%0.05%Q3 2014Q3 202313
Patriot Financial Group Insurance Agency, LLC 13130.00%0.17%0.42%Q4 2016Q4 201913
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2013Q1 202013
CREDIT SUISSE AG/ 13130.00%0.00%0.01%Q1 2013Q1 201613
Wealthcare Advisory Partners LLC 1110.01%0.01%0.01%Q3 2017Q4 202113
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.00%0.01%Q3 2020Q3 202313
LINCOLN NATIONAL CORP 1010.01%0.01%0.02%Q1 2020Q3 202312
Bank of New York Mellon Corp 1110.00%0.00%0.01%Q2 2013Q4 201612
Joel Isaacson & Co., LLC 12120.01%0.47%1.27%Q4 2012Q3 201512
FLAGSHIP HARBOR ADVISORS, LLC 840.00%0.12%0.38%Q4 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
STOCK YARDS BANK & TRUST CO 12120.04%0.09%0.18%Q2 2013Q1 201612
Beta Wealth Group, Inc. 12120.15%1.32%2.48%Q4 2020Q3 202312
Concord Wealth Partners 12120.00%0.67%1.33%Q4 2020Q3 202312
Element Wealth, LLC 12120.10%0.12%0.14%Q4 2019Q3 202212
Lenox Wealth Advisors, LLC 12120.01%0.01%0.01%Q2 2019Q1 202212
Capital Analysts, LLC 1010.00%0.45%0.61%Q4 2012Q1 201811
Tradewinds Capital Management, LLC 11110.01%0.01%0.02%Q3 2014Q1 201711
Westside Investment Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.00%0.00%0.01%Q4 2019Q2 202211
SEI INVESTMENTS CO 810.00%0.00%0.00%Q1 2015Q2 201811
MONTAG A & ASSOCIATES INC 11110.11%0.19%0.24%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
LGL PARTNERS, LLC 11110.16%0.91%2.18%Q4 2015Q2 201811
OLD NATIONAL BANCORP /IN/ 11110.01%0.12%0.35%Q1 2015Q3 201711
Allworth Financial LP 910.00%0.00%0.00%Q1 2016Q3 202311
McAdam, LLC 830.01%0.03%0.05%Q1 2018Q3 202311
VSR Financial Services, Inc. 1010.04%0.27%0.44%Q2 2013Q2 201611
Tradition Wealth Management, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Evanson Asset Management, LLC 11110.11%0.14%0.19%Q1 2014Q3 201611
SWS Partners 510.27%0.74%1.36%Q4 2017Q4 202010
CWM, LLC 510.00%0.00%0.01%Q3 2015Q3 202310
TRUIST FINANCIAL CORP 610.00%0.00%0.00%Q4 2019Q3 202310
Trust Co 10100.01%0.02%0.03%Q1 2015Q2 201710
Southland Equity Partners LLC 10100.10%0.13%0.16%Q2 2021Q3 202310
COMERICA BANK 910.00%0.00%0.01%Q2 2013Q3 202310
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
Virtu KCG Holdings LLC 510.01%0.02%0.04%Q4 2013Q1 201710
EXENCIAL WEALTH ADVISORS, LLC 910.12%0.37%0.49%Q1 2013Q3 201510
RELIANCE TRUST CO OF DELAWARE 10100.12%0.14%0.19%Q4 2016Q1 201910
FIRST MIDWEST BANK TRUST DIVISION 10100.06%0.06%0.07%Q3 2018Q4 202010
Qube Research & Technologies Ltd 910.00%0.00%0.00%Q4 2020Q3 202310
WEDBUSH SECURITIES INC 990.04%0.07%0.11%Q2 2013Q2 20159
SCOTIA CAPITAL INC. 990.00%0.00%0.00%Q1 2017Q1 20199
SUNTRUST BANKS INC 630.00%0.01%0.01%Q2 2013Q4 20179
Pinnacle Summer Investments, Inc. 810.01%0.02%0.03%Q2 2013Q3 20159
DAVENPORT & Co LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Pinnacle Wealth Management Advisory Group, LLC 630.11%0.16%0.20%Q2 2017Q4 20199
Traverso Chambers Private Wealth Management, LLC 720.05%0.07%0.08%Q4 2020Q2 20239
KWMG, LLC 990.11%0.23%0.36%Q4 2014Q4 20169
FIRST INTERSTATE BANK 990.01%0.01%0.01%Q3 2017Q3 20199
Cordasco Financial Network 990.00%0.40%1.09%Q4 2013Q4 20159
BB&T SECURITIES, LLC 410.00%0.00%0.01%Q2 2014Q3 20199
Strategic Blueprint, LLC 810.00%0.03%0.05%Q3 2019Q2 20239
Kistler-Tiffany Companies, LLC 990.00%0.03%0.06%Q2 2013Q2 20159
Sterneck Capital Management, LLC 990.92%1.55%2.18%Q3 2013Q3 20159
McKinley Carter Wealth Services, Inc. 990.03%0.08%0.12%Q1 2021Q1 20239
Acorn Wealth Advisors, LLC 990.06%0.25%0.31%Q4 2017Q4 20199
MANAGED ACCOUNT ADVISORS LLC 990.01%0.03%0.07%Q2 2013Q2 20159
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q2 2018Q2 20209
FIDUCIARY TRUST CO 990.01%0.02%0.02%Q2 2013Q2 20159
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
Essex Financial Services, Inc. 990.05%0.18%0.28%Q4 2013Q4 20159
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.00%0.00%Q4 2016Q4 20189
Castleview Partners, LLC 810.02%0.07%0.10%Q2 2021Q3 20239
Wambolt & Associates, LLC 990.14%0.22%0.28%Q4 2018Q4 20209
GREENWOOD CAPITAL ASSOCIATES LLC 710.24%0.39%0.46%Q3 2013Q2 20228
NORTHERN TRUST CORP 510.00%0.00%0.00%Q4 2013Q4 20168
Simplicity Solutions, LLC 710.03%0.36%0.52%Q4 2015Q4 20188
Capital Advisors, Ltd. LLC 880.02%0.03%0.04%Q4 2013Q3 20158
BAIRD ROBERT W & CO INC /WI/ 880.04%0.04%0.05%Q2 2013Q1 20158
First Allied Asset Management, Inc. 880.05%0.05%0.06%Q2 2013Q1 20158
Twele Capital Management, Inc. 880.06%0.16%0.25%Q2 2013Q1 20158
Brookstone Capital Management 880.00%0.22%0.35%Q4 2013Q3 20158
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Bellwether Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
CX Institutional 710.00%0.07%0.45%Q4 2018Q3 20218
CENTAURUS FINANCIAL, INC. 710.03%0.04%0.07%Q4 2017Q4 20198
INVESTMENT PARTNERS, LTD. 510.02%0.64%1.13%Q1 2015Q3 20228
WHITENER CAPITAL MANAGEMENT, INC. 880.04%0.11%0.22%Q4 2017Q3 20198
Cetera Advisors LLC 410.00%0.02%0.04%Q4 2013Q3 20238
ARGENT CAPITAL MANAGEMENT LLC 880.01%0.17%0.44%Q4 2013Q3 20158
Peak Asset Management, LLC 880.09%0.16%0.24%Q3 2020Q2 20228
AlphaCentric Advisors LLC 530.04%0.14%0.22%Q4 2020Q3 20238
Mutual Advisors, LLC 710.02%0.04%0.15%Q2 2019Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 880.00%0.01%0.02%Q2 2013Q1 20158
Heartwood Wealth Advisors LLC 440.10%0.12%0.14%Q4 2019Q3 20238
Baldrige Asset Management LLC 880.00%0.00%0.00%Q2 2021Q1 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.14%0.23%0.32%Q4 2021Q3 20238
M&T BANK CORP 320.00%0.00%0.00%Q1 2014Q2 20177
American Institute for Advanced Investment Management, LLP 770.80%1.05%1.23%Q4 2020Q2 20227
PRING TURNER CAPITAL GROUP INC 773.82%4.24%4.67%Q4 2013Q2 20157
Columbus Macro, LLC 772.78%4.56%8.14%Q4 2017Q2 20197
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
COLONY GROUP LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Ellis Investment Partners, LLC 610.00%0.00%0.00%Q2 2019Q1 20227
Baker Avenue Asset Management, LP 210.01%0.07%0.12%Q1 2015Q3 20237
WealthShield Partners, LLC 770.32%0.33%0.37%Q1 2022Q3 20237
B. Riley Wealth Advisors, Inc. 210.00%0.02%0.05%Q2 2014Q2 20217
Cutler Group LLC / CA 310.00%0.00%0.00%Q2 2016Q3 20177
FOUNDERS BANK & TRUST 773.32%5.42%6.46%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.05%0.09%Q2 2013Q4 20147
TWO SIGMA SECURITIES, LLC 310.00%0.09%0.38%Q4 2014Q1 20207
Cribstone Capital Management, LLC 770.00%0.03%0.05%Q3 2018Q1 20207
Evercore Wealth Management, LLC 770.00%0.00%0.00%Q1 2015Q3 20167
Placemark Investments, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
MinichMacGregor Wealth Management, LLC 770.01%0.03%0.04%Q1 2017Q3 20187
Chevy Chase Trust Holdings, LLC 770.00%0.00%0.01%Q3 2013Q1 20157
Tortoise Investment Management, LLC 770.01%0.01%0.02%Q1 2013Q3 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CETERA INVESTMENT MANAGEMENT LLC 771.50%2.03%2.26%Q4 2015Q2 20177
FIRST MANHATTAN CO. LLC. 520.00%0.00%0.00%Q2 2013Q1 20227
SeaCrest Wealth Management, LLC 610.01%0.03%0.03%Q4 2017Q2 20227
TIEMANN INVESTMENT ADVISORS, LLC 770.23%0.38%0.48%Q4 2013Q2 20157
DFPG INVESTMENTS, LLC 520.11%0.45%0.99%Q4 2018Q3 20207
Advisory Services Network, LLC 220.00%0.00%0.00%Q2 2017Q1 20206
Linscomb & Williams, Inc. 660.05%0.50%1.29%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.01%0.02%0.03%Q2 2022Q3 20236
Cornerstone Management, Inc. 660.03%0.04%0.04%Q4 2021Q1 20236
PITTENGER & ANDERSON INC 660.05%0.06%0.06%Q2 2013Q3 20146
CENTRAL BANK & TRUST CO 660.01%0.01%0.01%Q3 2015Q4 20166
STEEL GROVE CAPITAL ADVISORS, LLC 660.06%0.12%0.17%Q2 2013Q3 20146
FFT WEALTH MANAGEMENT LLC 420.13%1.28%3.12%Q4 2015Q3 20186
Merit Financial Group, LLC 330.02%0.03%0.05%Q1 2018Q1 20206
Ascent Group, LLC 660.02%0.03%0.04%Q4 2021Q1 20236
Ironwood Financial, llc 420.00%0.00%0.00%Q4 2014Q2 20166
BESSEMER GROUP INC 210.00%0.00%0.00%Q4 2013Q3 20216
Key FInancial Inc 510.00%0.24%0.32%Q1 2022Q3 20236
Epstein & White Financial LLC 660.08%0.09%0.11%Q1 2020Q2 20216
Janney Capital Management LLC 510.30%0.56%0.65%Q2 2013Q1 20186
BRINKER CAPITAL INC 660.55%0.93%1.24%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 660.01%0.02%0.02%Q2 2013Q3 20146
SG Americas Securities, LLC 510.00%0.02%0.06%Q3 2015Q3 20186
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
BAILARD, INC. 660.03%0.07%0.09%Q3 2013Q4 20146
SHEETS SMITH WEALTH MANAGEMENT 660.07%0.07%0.08%Q1 2013Q2 20146
Gupta Wealth Management LLC 550.04%0.08%0.15%Q1 2015Q1 20165
Argentus Capital Management, LLC 550.00%0.12%0.28%Q3 2015Q3 20165
Regal Investment Advisors LLC 550.05%0.06%0.07%Q1 2018Q1 20195
Plante Moran Financial Advisors, LLC 550.02%0.02%0.04%Q1 2019Q1 20205
WCG Wealth Advisors LLC 440.02%0.06%0.10%Q2 2022Q1 20235
SIGNATUREFD, LLC 310.00%0.01%0.02%Q3 2013Q3 20165
OPPENHEIMER & CO INC 550.01%0.08%0.16%Q2 2017Q2 20185
Spruce Investment Advisors LLC 550.19%0.34%0.64%Q2 2013Q2 20145
FinTrust Investment Advisory Services, LLC 320.20%0.39%0.73%Q2 2013Q1 20185
Renaissance Technologies 320.00%0.00%0.00%Q4 2017Q1 20205
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q2 2014Q2 20155
361 CAPITAL LLC 550.04%0.05%0.07%Q2 2018Q2 20195
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Morningstar Investment Services LLC 550.01%1.54%2.18%Q3 2014Q3 20155
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
TCWP LLC 550.06%0.10%0.24%Q3 2022Q3 20235
Prism Advisors, Inc. 550.71%0.75%0.78%Q4 2017Q4 20185
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q1 2021Q1 20225
Carnegie Capital Asset Management, LLC 550.03%0.04%0.04%Q1 2017Q1 20185
Riverpoint Wealth Management Holdings, LLC 550.56%0.69%0.80%Q4 2019Q4 20205
Balentine LLC 550.00%0.00%0.00%Q3 2022Q3 20235
IHT Wealth Management, LLC 550.00%0.01%0.01%Q1 2017Q1 20185
Shamrock Asset Management LLC 210.00%0.05%0.14%Q2 2013Q2 20165
Moors & Cabot, Inc. 410.01%0.03%0.04%Q4 2017Q2 20235
B. Riley Wealth Management, Inc. 550.01%0.02%0.03%Q2 2014Q2 20155
Compagnie Lombard Odier SCmA 550.00%0.00%0.00%Q4 2015Q4 20165
Beverly Hills Private Wealth, LLC 440.34%0.43%0.67%Q4 2022Q3 20234
BKA Wealth Consulting, Inc. 441.46%1.56%1.63%Q1 2022Q4 20224
Princeton Global Asset Management LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Clarus Wealth Advisors 440.01%0.02%0.03%Q2 2018Q1 20194
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
PrairieView Partners, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
West Wealth Group, LLC 440.13%0.20%0.26%Q4 2022Q3 20234
NATIONAL PLANNING CORP 210.02%0.03%0.04%Q2 2013Q4 20144
SECURITY NATIONAL TRUST CO 440.00%0.00%0.00%Q3 2014Q2 20154
Avidian Wealth Solutions, LLC 447.40%8.22%9.13%Q1 2014Q4 20144
MGO ONE SEVEN LLC 210.00%0.01%0.02%Q4 2017Q1 20234
Voya Financial Advisors, Inc. 310.01%0.02%0.04%Q2 2015Q1 20184
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
MONEY CONCEPTS CAPITAL CORP 440.01%0.01%0.01%Q1 2022Q4 20224
Integrated Wealth Concepts LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Roundview Capital LLC 440.09%0.13%0.16%Q4 2013Q3 20144
Sharkey, Howes & Javer 440.01%0.01%0.01%Q1 2015Q4 20154
Gary Goldberg Planning Services Inc 440.01%0.01%0.01%Q1 2013Q4 20134
Kavar Capital Partners, LLC 220.01%0.02%0.02%Q4 2013Q3 20154
Kades & Cheifetz LLC 442.30%2.33%2.38%Q4 2022Q3 20234
Ameritas Investment Company, LLC 210.00%0.02%0.03%Q4 2018Q1 20214
Hayden Royal, LLC 310.13%0.46%0.77%Q1 2019Q1 20204
Clearwater Capital Advisors, LLC 440.04%0.13%0.17%Q4 2021Q3 20224
RDA Financial Network 440.19%0.20%0.21%Q1 2019Q4 20194
SVB WEALTH LLC 440.00%0.00%0.01%Q3 2022Q2 20234
Milestone Investment Advisors LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.04%0.04%0.04%Q4 2018Q3 20194
CURIAN CAPITAL LLC 440.45%0.56%0.67%Q2 2013Q1 20144
Greenwich Wealth Management LLC 440.10%0.19%0.25%Q1 2016Q4 20164
Bison Wealth, LLC 210.00%0.01%0.02%Q1 2020Q1 20224
Cobble Hill Financial Services, INC 440.72%2.27%3.50%Q1 2013Q4 20134
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Faithward Advisors, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Arden Trust Co 440.13%0.19%0.22%Q2 2019Q1 20204
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
DCM Advisors, LLC 440.06%0.09%0.10%Q4 2020Q3 20214
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.05%0.05%0.06%Q4 2022Q3 20234
Sargent Bickham Lagudis LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Joseph Group Capital Management 440.07%0.08%0.09%Q4 2021Q3 20224
Invst, LLC 210.13%0.20%0.27%Q1 2018Q1 20204
Oakworth Capital, Inc. 440.01%0.01%0.01%Q2 2017Q1 20184
Manchester Capital Management LLC 440.00%0.00%0.01%Q4 2015Q3 20164
BOKF, NA 330.01%0.01%0.01%Q2 2017Q4 20173
Rathbones Group PLC 330.00%0.00%0.00%Q1 2021Q3 20213
SUTTON PLACE INVESTORS LLC 331.12%1.17%1.25%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
KCM INVESTMENT ADVISORS LLC 330.04%0.04%0.04%Q4 2014Q2 20153
Baystate Wealth Management LLC 330.04%0.04%0.04%Q4 2018Q2 20193
Mariner, LLC 110.00%0.01%0.02%Q3 2016Q3 20233
Equitable Holdings, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Aspire Wealth Management Corp 210.00%0.00%0.00%Q1 2022Q4 20223
Madrona Financial Services, LLC 332.03%2.06%2.10%Q4 2014Q2 20153
Dynamic Advisor Solutions LLC 210.03%0.06%0.11%Q1 2019Q4 20193
Jackson, Grant Investment Advisers, Inc. 330.01%0.01%0.01%Q4 2017Q2 20183
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2021Q1 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Brand Asset Management Group, Inc. 330.03%0.03%0.04%Q3 2019Q1 20203
JFS WEALTH ADVISORS, LLC 330.00%0.01%0.04%Q1 2022Q3 20223
TD Capital Management LLC 330.02%2.68%4.14%Q2 2013Q4 20133
Csenge Advisory Group 330.08%0.08%0.09%Q3 2019Q1 20203
Strategic Capital Alternatives LLC 210.01%0.01%0.01%Q3 2014Q3 20153
LEAVELL INVESTMENT MANAGEMENT, INC. 210.03%0.04%0.05%Q2 2010Q3 20133
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q4 2015Q3 20163
LVW Advisors, LLC 330.21%0.22%0.24%Q4 2014Q2 20153
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
PFG Investments, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
US FINANCIAL ADVISORS, LLC 330.00%0.06%0.14%Q4 2014Q2 20153
Willingdon Wealth Management 330.35%0.42%0.54%Q4 2017Q2 20183
BlackRock Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Narwhal Capital Management 330.05%0.06%0.06%Q1 2019Q3 20193
QUADRANT CAPITAL GROUP LLC 330.00%0.02%0.07%Q2 2020Q4 20203
Concert Wealth Management Inc. 210.12%0.16%0.21%Q2 2013Q2 20153
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Golden State Wealth Management, LLC 330.04%0.05%0.05%Q1 2019Q3 20193
STRATEGIC WEALTH MANAGEMENT INC 334.93%5.30%6.02%Q4 2017Q2 20183
Private Ocean, LLC 210.00%0.10%0.16%Q1 2018Q1 20233
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
Patten Group, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
Fiduciary Planning LLC 220.55%0.58%0.61%Q4 2019Q1 20202
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.03%0.03%0.03%Q1 2019Q2 20192
Private Advisory Group LLC 220.22%0.24%0.26%Q4 2017Q1 20182
BCS Wealth Management 110.10%0.13%0.16%Q4 2019Q4 20202
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Apriem Advisors 220.01%0.01%0.01%Q2 2014Q3 20142
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Astoria Strategic Wealth, Inc. 220.50%0.52%0.54%Q4 2019Q1 20202
Revolve Wealth Partners, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Stonehage Fleming Financial Services Holdings Ltd 220.01%0.01%0.01%Q1 2016Q2 20162
FineMark National Bank & Trust 220.02%0.02%0.02%Q2 2014Q3 20142
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
RAND WEALTH, LLC 220.34%0.35%0.36%Q2 2018Q3 20182
Bellecapital International Ltd. 220.22%0.24%0.26%Q1 2014Q2 20142
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Intersect Capital LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Founders Financial Alliance, LLC 110.01%0.02%0.04%Q3 2020Q3 20232
ALLIANCEBERNSTEIN L.P. 220.00%0.00%0.00%Q3 2014Q4 20142
STANCORP INVESTMENT ADVISERS INC 220.14%0.14%0.14%Q4 2014Q1 20152
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q4 20152
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Fortis Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20222
West Oak Capital, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Clearstead Trust, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
STRINGER ASSET MANAGEMENT, LLC 221.14%1.17%1.20%Q2 2016Q3 20162
Ledyard National Bank 220.00%0.00%0.00%Q4 2014Q1 20152
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2014Q3 20182
Lindbrook Capital, LLC 220.08%0.08%0.09%Q4 2018Q1 20192
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Klingman & Associates, LLC 220.04%0.04%0.05%Q4 2014Q1 20152
Nuveen Asset Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Swaine & Leidel Wealth Services, LLC 223.83%4.12%4.42%Q4 2018Q1 20192
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Roble, Belko & Company, Inc 220.01%0.02%0.02%Q2 2023Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2014Q4 20172
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q1 2018Q2 20222
ZEKE CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
First Personal Financial Services 220.00%0.00%0.00%Q4 2017Q1 20182
Mirae Asset Global Investments Co., Ltd. 110.01%0.02%0.04%Q2 2017Q4 20182
PVG Asset Management 221.16%2.04%2.91%Q4 2014Q1 20152
Bellwether Investment Group, LLC 110.26%0.47%0.68%Q2 2016Q4 20162
WealthTrust-Arizona, LLC 220.02%0.02%0.02%Q3 2018Q4 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Geller Advisors LLC 220.20%1.68%3.16%Q3 2014Q4 20142
Evergreen Wealth Solutions, LLC 220.28%0.30%0.31%Q4 2021Q1 20222
FIFTH THIRD SECURITIES, INC. 110.20%0.29%0.38%Q2 2018Q1 20212
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q4 2014Q1 20152
ISLAY CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Summit Financial Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Affiance Financial, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2016Q4 20161
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WealthOne, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
IMA Wealth, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
SECURITY NATIONAL BANK OF SO DAK 110.36%0.36%0.36%Q4 2015Q4 20151
Highland Private Wealth Management 110.26%0.26%0.26%Q1 2018Q1 20181
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Advisors Asset Management, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2020Q4 20201
Stonehage Fleming (UK) Ltd 110.03%0.03%0.03%Q4 2015Q4 20151
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2015Q2 20151
MOTCO 110.00%0.00%0.00%Q4 2014Q4 20141
GoalVest Advisory LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q2 2014Q2 20141
Longer Investments Inc. 112.64%2.64%2.64%Q1 2016Q1 20161
Compass Efficient Model Portfolios, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2014Q1 20141
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Estate Counselors, LLC 110.15%0.15%0.15%Q4 2015Q4 20151
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Montecito Bank & Trust 110.08%0.08%0.08%Q2 2018Q2 20181
SVA Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q3 2017Q3 20171
GENWORTH FINANCIAL INC 110.49%0.49%0.49%Q2 2013Q2 20131
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Citizens Business Bank 110.04%0.04%0.04%Q4 2015Q4 20151
Advisor Resource Council 110.17%0.17%0.17%Q2 2022Q2 20221
Aurora Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Stearns Financial Services Group 110.02%0.02%0.02%Q4 2019Q4 20191
Ballentine Partners, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
MERITAGE PORTFOLIO MANAGEMENT 110.48%0.48%0.48%Q2 2017Q2 20171
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q1 2014Q1 20141
THOMPSON DAVIS & CO., INC. 110.01%0.01%0.01%Q3 2018Q3 20181
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Weatherstone Capital Management 110.81%0.81%0.81%Q4 2018Q4 20181
NorthRock Partners, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Sugarloaf Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
AMERICAN CENTURY COMPANIES INC 110.01%0.01%0.01%Q2 2013Q2 20131
Financial Architects, Inc 110.02%0.02%0.02%Q4 2014Q4 20141
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q2 2020Q2 20201
SCHRODER INVESTMENT MANAGEMENT GROUP 110.01%0.01%0.01%Q2 2013Q2 20131
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COWA, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
ROVIN CAPITAL /UT/ /ADV 110.25%0.25%0.25%Q4 2019Q4 20191
AEGON USA Investment Management, LLC 110.21%0.21%0.21%Q2 2013Q2 20131
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2023Q3 20231
Carnick & Kubik, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Brinker Capital Investments, LLC 110.10%0.10%0.10%Q2 2015Q2 20151
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
MCF Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2021Q3 20211
Almanack Investment Partners, LLC. 110.20%0.20%0.20%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
IFC Holdings Incorporated/FL 110.03%0.03%0.03%Q2 2015Q2 20151
Kovack Advisors, Inc. 110.08%0.08%0.08%Q2 2017Q2 20171
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2015Q1 20151
Jane Street Holding, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
TOWNSQUARE CAPITAL LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Detwiler Fenton Investment Management LLC 110.98%0.98%0.98%Q3 2011Q3 20111
External links

This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.