DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (EDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
219
Reporting holders
$867.3M
Reported value
0.0%
Calls
0.0%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $87.9M | 2,147,252 | 0.02% | 31q | +23.1%+$16.5M |
| BANK OF AMERICA CORP /DE/ | $81.7M | 1,993,638 | 0.01% | 31q | +13.4%+$9.7M |
| MORGAN STANLEY | $58.9M | 1,437,964 | 0.00% | 35q | +6.0%+$3.4M |
| Trust Co | $57.4M | 1,400,471 | 5.18% | 6q | -0.7%-$418.6K |
| WELLS FARGO & COMPANY/MN | $54.2M | 1,322,184 | 0.01% | 31q | +6.0%+$3.1M |
| Comprehensive Wealth Management, LLC | $28.3M | 690,557 | 12.92% | 6q | +8.2%+$2.1M |
| OLD MISSION CAPITAL LLC | $23.3M | 567,745 | 0.37% | 3q | +146.4%+$13.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.7M | 529,570 | 0.01% | 23q | -5.8%-$1.3M |
| AMERIPRISE FINANCIAL INC | $20.1M | 490,614 | 0.00% | 31q | +8.3%+$1.5M |
| ROYAL BANK OF CANADA | $18.0M | 438,821 | 0.00% | 31q | +13.5%+$2.1M |
| RAYMOND JAMES FINANCIAL INC | $16.8M | 410,325 | 0.00% | 7q | +3.1%+$511.5K |
| Drake & Associates, LLC | $16.5M | 402,997 | 2.78% | 9q | +11.4%+$1.7M |
| Cetera Investment Advisers | $16.1M | 393,938 | 0.01% | 10q | -74.1%-$46.3M |
| Cambridge Investment Research Advisors, Inc. | $14.7M | 357,904 | 0.02% | 14q | +107.6%+$7.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 354,516 | 0.02% | 13q | +8.3%+$1.1M |
| UBS Group AG | $13.0M | 318,312 | 0.00% | 31q | +8.9%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $12.8M | 311,928 | 0.00% | 31q | -0.7%-$95.1K |
| Keudell/Morrison Wealth Management | $12.4M | 303,249 | 2.35% | 2q | +43.6%+$3.8M |
| swisspartners Advisors Ltd | $11.6M | 283,700 | 7.83% | 8q | HELD |
| JANE STREET GROUP, LLC | $11.1M | 271,579 | 0.00% | 31q | +82.7%+$5.0M |
| Bond & Devick Financial Network, Inc. | $10.9M | 265,297 | 2.68% | 8q | +3.5%+$370.2K |
| M&T Bank Corp | $10.8M | 264,304 | 0.03% | 31q | -1.5%-$166.2K |
| Plan Group Financial, LLC | $10.6M | 260,012 | 2.19% | 6q | +14.3%+$1.3M |
| MML INVESTORS SERVICES, LLC | $10.5M | 255,221 | 0.02% | 13q | +16.6%+$1.5M |
| Kingsview Wealth Management, LLC | $10.3M | 250,887 | 0.12% | 4q | +564.2%+$8.7M |
| WCG Wealth Advisors LLC | $10.0M | 245,009 | 0.24% | 3q | +6.4%+$604.0K |
| Concurrent Investment Advisors, LLC | $8.8M | 214,873 | 0.07% | 11q | -3.4%-$314.0K |
| Three Cord True Wealth Management, LLC | $8.6M | 210,909 | 4.11% | 7q | +7.3%+$586.0K |
| CENTAURUS FINANCIAL, INC. | $8.6M | 209,455 | 0.33% | 9q | +0.9%+$73.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.1M | 197,794 | 0.09% | 9q | +5.3%+$410.7K |
| AE Wealth Management LLC | $7.8M | 191,018 | 0.04% | 31q | -4.0%-$323.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $7.4M | 179,521 | 0.49% | 10q | +4.9%+$340.6K |
| Tower Wealth Partners, Inc. | $7.1M | 172,907 | 3.50% | 9q | +2.2%+$151.6K |
| Ameritas Advisory Services, LLC | $6.2M | 150,952 | 0.12% | 5q | +269.9%+$4.5M |
| Anderson Financial Strategies, LLC | $5.8M | 138,195 | 3.02% | 7q | +4.4%+$243.9K |
| Fifth Third Securities, Inc. | $5.5M | 133,735 | 0.31% | 2q | +9.3%+$467.1K |
| Cyr Financial Inc. | $5.1M | 123,882 | 2.64% | 3q | +7.3%+$347.3K |
| Redhawk Wealth Advisors, Inc. | $5.0M | 122,331 | 0.49% | 13q | -4.0%-$209.8K |
| HighTower Advisors, LLC | $5.0M | 121,711 | 0.00% | 4q | +6.5%+$303.2K |
| CITADEL ADVISORS LLC | $4.4M | 108,274 | 0.00% | 4q | +620.6%+$3.8M |
| Cassia Capital Partners, LLC | $4.2M | 103,332 | 2.05% | 4q | +0.9%+$38.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.9M | 91,936 | 0.01% | 5q | +9.4%+$331.0K |
| OSAIC HOLDINGS, INC. | $3.7M | 91,224 | 0.00% | 26q | +22.2%+$679.9K |
| IFP Advisors, Inc | $3.7M | 90,190 | 0.07% | 28q | -6.3%-$247.6K |
| Columbia River Financial Group, LLC | $3.6M | 89,112 | 1.96% | 7q | +3.9%+$138.1K |
| Premier Path Wealth Partners, LLC | $3.6M | 88,432 | 0.42% | 11q | +31.8%+$873.1K |
| Cornerstone National Bank & Trust Co | $3.4M | 82,708 | 1.14% | 2q | +99.3%+$1.7M |
| JPMORGAN CHASE & CO | $3.2M | 78,830 | 0.00% | 4q | +5.1%+$155.0K |
| First Heartland Consultants, Inc. | $3.2M | 78,382 | 0.21% | 8q | +10.2%+$296.3K |
| Vise Technologies, Inc. | $2.9M | 70,368 | 0.03% | 3q | +191.0%+$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $2.8M | 70,051 | 0.00% | 9q | +19.2%+$457.8K |
| PRINCIPAL SECURITIES, INC. | $2.7M | 67,008 | 0.03% | 9q | +84.7%+$1.3M |
| &PARTNERS | $2.6M | 64,556 | 0.01% | 8q | +21.9%+$475.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.6M | 64,544 | 0.13% | 9q | -65.8%-$5.1M |
| Equitable Holdings, Inc. | $2.5M | 60,851 | 0.01% | 11q | +44.4%+$766.1K |
| Atria Investments, Inc | $2.4M | 57,615 | 0.02% | 9q | +5.3%+$119.3K |
| Old Port Advisors | $2.2M | 53,664 | 0.43% | 30q | -4.4%-$100.3K |
| Farther Finance Advisors, LLC | $2.2M | 53,139 | 0.02% | 13q | +60.8%+$822.7K |
| MANCHESTER FINANCIAL INC | $2.0M | 48,673 | 0.35% | 6q | +4.0%+$76.1K |
| Gladstone Institutional Advisory LLC | $1.9M | 46,005 | 0.06% | 15q | +6.9%+$120.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.8M | 43,765 | 0.01% | 11q | +776.9%+$1.6M |
| USAdvisors Wealth Management, LLC | $1.8M | 43,710 | 0.51% | 9q | -2.4%-$43.2K |
| RDA Financial Network | $1.7M | 42,567 | 0.38% | 9q | +4.6%+$76.9K |
| Able Wealth Management LLC | $1.7M | 40,636 | 0.38% | 10q | -29.8%-$708.1K |
| IFG Advisory, LLC | $1.6M | 39,005 | 0.06% | new | NEW |
| Mariner, LLC | $1.6M | 38,795 | 0.00% | 13q | -1.1%-$17.0K |
| Focus Partners Wealth | $1.5M | 37,629 | 0.00% | 7q | -3.2%-$50.7K |
| TRUIST FINANCIAL CORP | $1.5M | 37,126 | 0.00% | 27q | -36.5%-$874.4K |
| Cordoba Advisory Partners LLC | $1.5M | 35,431 | 0.31% | 3q | +7.4%+$99.6K |
| Altura Wealth Advisors Inc. | $1.4M | 34,798 | 0.48% | 10q | HELD |
| Johnson Financial Group, Inc. | $1.4M | 34,700 | 0.05% | 5q | +40.5%+$409.6K |
| Fiduciary Trust Co | $1.4M | 34,406 | 0.02% | 8q | HELD |
| Savvy Advisors, Inc. | $1.2M | 28,418 | 0.02% | 3q | +12.4%+$128.2K |
| US BANCORP \DE\ | $1.1M | 27,168 | 0.00% | 11q | +14.5%+$141.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.1M | 26,934 | 0.04% | 2q | +9.5%+$95.7K |
| SILVER OAK SECURITIES, INCORPORATED | $1.1M | 25,974 | 0.06% | 9q | -2.0%-$21.4K |
| Powerhouse Assets LLC | $1.0M | 25,205 | 0.84% | 3q | +7.7%+$73.6K |
| INTEGRITY ALLIANCE, LLC. | $930.4K | 22,715 | 0.03% | 2q | +14.4%+$117.4K |
| Kestra Advisory Services, LLC | $910.4K | 22,228 | 0.00% | 4q | +15.0%+$118.6K |
| DEUTSCHE BANK AG\ | $892.2K | 21,782 | 0.00% | 11q | +7.4%+$61.6K |
| Advisory Services Network, LLC | $889.8K | 21,725 | 0.01% | 3q | -12.1%-$122.9K |
| Foundations Investment Advisors, LLC | $886.4K | 21,643 | 0.01% | 13q | +27.5%+$191.4K |
| WEDBUSH SECURITIES INC | $857.0K | 20,936 | 0.02% | 5q | +11.0%+$85.3K |
| IRON Financial LLC | $846.6K | 20,670 | 0.35% | 2q | +1.3%+$10.5K |
| Asset Dedication, LLC | $768.8K | 18,771 | 0.05% | 31q | -0.6%-$5.0K |
| AlTi Global, Inc. | $745.4K | 18,200 | 0.02% | 8q | HELD |
| PERSPECTIVE WEALTH ADVISORS LLC | $691.2K | 16,876 | 0.38% | 3q | +5.7%+$37.0K |
| EARNED WEALTH ADVISORS, LLC | $688.7K | 16,816 | 0.04% | 3q | +1.1%+$7.7K |
| Smartleaf Asset Management LLC | $687.3K | 16,806 | 0.02% | 11q | HELD |
| Capital Investment Advisory Services, LLC | $684.5K | 16,712 | 0.04% | 9q | +1.8%+$11.9K |
| Invesco Ltd. | $672.9K | 16,429 | 0.00% | 31q | -3.0%-$21.0K |
| MMA ASSET MANAGEMENT LLC | $667.6K | 16,299 | 0.21% | 7q | +4.9%+$31.2K |
| Rodgers & Associates, LTD | $585.7K | 14,301 | 0.05% | 11q | -73.4%-$1.6M |
| Qube Research & Technologies Ltd | $578.4K | 14,122 | 0.00% | 3q | -2.3%-$13.8K |
| Perigon Wealth Management, LLC | $575.3K | 14,046 | 0.01% | 4q | -7.6%-$47.3K |
| Avior Wealth Management, LLC | $562.4K | 13,732 | 0.01% | 10q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $559.4K | 14,169 | 0.10% | 10q | HELD |
| Coppell Advisory Solutions LLC | $550.5K | 26,036 | 0.05% | new | NEW |
| American Trust | $539.8K | 13,178 | 0.04% | 3q | +2.2%+$11.6K |
| Cambridge Financial Group, LLC | $513.9K | 12,546 | 0.16% | 11q | HELD |
Showing the largest 100 of 219 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 77 | $173.7M | 4,323,046 | 7 | 34 | 15 | 0.0% |
| Q2 2026 | 219 | $867.3M | 21,183,468 | 24 | 97 | 51 | 0.0% |
| Q1 2026 | 209 | $802.0M | 20,302,599 | 28 | 84 | 43 | 0.1% |
| Q4 2025 | 196 | $678.9M | 17,331,630 | 27 | 76 | 37 | 0.0% |
| Q3 2025 | 169 | $590.7M | 15,206,176 | 25 | 75 | 28 | 0.0% |
| Q2 2025 | 157 | $527.7M | 13,841,356 | 20 | 70 | 34 | 0.0% |
| Q1 2025 | 151 | $422.5M | 11,859,908 | 20 | 53 | 41 | 0.0% |
| Q4 2024 | 147 | $341.3M | 9,687,374 | 20 | 45 | 34 | 0.0% |
| Q3 2024 | 127 | $278.4M | 7,423,435 | 19 | 54 | 28 | 0.0% |
| Q2 2024 | 124 | $242.6M | 6,862,897 | 30 | 36 | 29 | 0.0% |
| Q1 2024 | 108 | $221.0M | 6,594,486 | 15 | 29 | 32 | 0.0% |
| Q4 2023 | 106 | $213.2M | 6,574,212 | 21 | 29 | 26 | 0.0% |
| Q3 2023 | 83 | $121.9M | 4,092,756 | 9 | 31 | 14 | 0.0% |
| Q2 2023 | 77 | $94.9M | 3,336,401 | 15 | 19 | 19 | 0.0% |
| Q1 2023 | 61 | $91.0M | 3,475,059 | 3 | 19 | 8 | 0.0% |
| Q4 2022 | 69 | $228.7M | 15,885,008 | 13 | 13 | 21 | 0.0% |
| Q3 2022 | 65 | $489.8M | 22,128,037 | 5 | 18 | 23 | 0.0% |
| Q2 2022 | 77 | $576.3M | 22,256,197 | 7 | 22 | 25 | 0.0% |
| Q1 2022 | 88 | $697.4M | 23,883,149 | 7 | 28 | 19 | 0.0% |
| Q4 2021 | 93 | $687.4M | 23,112,834 | 11 | 21 | 24 | 0.0% |
| Q3 2021 | 79 | $218.4M | 7,369,927 | 7 | 26 | 21 | 0.0% |
| Q2 2021 | 81 | $212.1M | 7,074,915 | 10 | 22 | 25 | 0.0% |
| Q1 2021 | 79 | $230.9M | 7,693,299 | 13 | 21 | 23 | 0.0% |
| Q4 2020 | 75 | $217.4M | 7,852,961 | 9 | 12 | 30 | 0.0% |
| Q3 2020 | 70 | $194.7M | 8,014,042 | 4 | 20 | 23 | 0.0% |
| Q2 2020 | 73 | $205.3M | 8,303,673 | 7 | 19 | 27 | 0.0% |
| Q1 2020 | 80 | $618.4M | 27,867,285 | 9 | 24 | 26 | 0.0% |
| Q4 2019 | 92 | $1.0B | 31,226,043 | 8 | 24 | 26 | 0.0% |
| Q3 2019 | 85 | $727.1M | 24,354,257 | 10 | 25 | 29 | 0.0% |
| Q2 2019 | 84 | $798.7M | 24,485,085 | 5 | 30 | 27 | 0.0% |
| Q1 2019 | 91 | $814.7M | 25,750,303 | 14 | 23 | 34 | 0.0% |
| Q4 2018 | 89 | $772.7M | 25,880,374 | 0 | 1 | 3 | 0.0% |