DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (NANR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
133
Reporting holders
$563.8M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $318.8M | 4,222,651 | 0.57% | 31q | HELD |
| CAPITAL WEALTH MANAGEMENT, LLC | $27.0M | 357,181 | 6.48% | 14q | HELD |
| LPL Financial LLC | $24.1M | 319,736 | 0.01% | 22q | -4.9%-$1.3M |
| Cornerstone Planning Group LLC | $16.7M | 206,378 | 2.10% | 4q | +4.2%+$668.1K |
| MORGAN STANLEY | $16.4M | 217,495 | 0.00% | 35q | -26.0%-$5.8M |
| Baird Financial Group, Inc. | $15.6M | 206,778 | 0.02% | 8q | HELD |
| FRANKLIN RESOURCES INC | $13.1M | 173,125 | 0.00% | 17q | +0.7%+$94.4K |
| XML Financial, LLC | $10.7M | 142,187 | 0.78% | 7q | +12.1%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $9.5M | 125,831 | 0.00% | 31q | +9.0%+$786.9K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $7.6M | 100,006 | 1.17% | 17q | -1.9%-$146.7K |
| CFS Investment Advisory Services, LLC | $7.2M | 94,701 | 0.48% | 20q | -0.5%-$38.3K |
| GOLDMAN SACHS GROUP INC | $5.7M | 75,075 | 0.00% | new | NEW |
| Mariner, LLC | $5.6M | 74,553 | 0.01% | 20q | -15.5%-$1.0M |
| Fiduciary Alliance LLC | $5.5M | 72,606 | 0.37% | 12q | +2.5%+$132.0K |
| Steward Partners Investment Advisory, LLC | $5.0M | 66,819 | 0.03% | 14q | -60.6%-$7.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 66,725 | 0.00% | 31q | -3.4%-$174.6K |
| HighTower Advisors, LLC | $4.8M | 63,919 | 0.00% | 2q | +18.9%+$768.4K |
| Rothschild Wealth LLC | $4.4M | 57,720 | 0.35% | 3q | -11.6%-$573.8K |
| Hollow Brook Wealth Management LLC | $4.0M | 53,642 | 0.80% | 16q | HELD |
| Private Advisory Group LLC | $3.8M | 50,415 | 0.21% | 2q | +22.0%+$685.4K |
| Brio Consultants, LLC | $3.1M | 40,406 | 0.36% | 16q | +5.8%+$166.2K |
| STIFEL FINANCIAL CORP | $2.9M | 38,740 | 0.00% | 14q | +1.7%+$49.4K |
| Cetera Investment Advisers | $2.9M | 37,773 | 0.00% | 9q | +15.1%+$374.9K |
| Coppell Advisory Solutions LLC | $2.6M | 658? | 0.21% | new | |
| Certified Advisory Corp | $2.4M | 32,348 | 0.20% | 2q | +31.9%+$591.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.2M | 28,782 | 0.13% | 7q | -8.9%-$210.5K |
| Savvy Advisors, Inc. | $2.0M | 26,809 | 0.04% | 3q | +3.4%+$66.8K |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 26,800 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 26,607 | 0.00% | 7q | +19.1%+$322.0K |
| MML INVESTORS SERVICES, LLC | $2.0M | 26,426 | 0.00% | 5q | +259.0%+$1.4M |
| D.A. DAVIDSON & CO. | $1.9M | 24,676 | 0.01% | 16q | +18.8%+$294.7K |
| Stratos Wealth Partners, LTD. | $1.6M | 20,717 | 0.02% | 10q | -0.9%-$13.7K |
| Financial Freedom, LLC | $1.5M | 20,479 | 0.71% | 15q | +5.6%+$81.7K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 20,018 | 0.00% | 21q | +123.7%+$836.2K |
| Norris Financial Group, LLC | $1.4M | 19,032 | 0.57% | 2q | +9.6%+$125.7K |
| DEUTSCHE BANK AG\ | $1.2M | 16,298 | 0.00% | 19q | -3.9%-$49.6K |
| Aaron Wealth Advisors LLC | $1.2M | 16,142 | 0.06% | 23q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.2M | 15,671 | 0.07% | 4q | +10.4%+$111.7K |
| KLCM Advisors, Inc. | $1.0M | 13,634 | 0.08% | 3q | HELD |
| Stratos Investment Management, LLC | $996.3K | 13,195 | 0.04% | 20q | -12.5%-$142.3K |
| OSAIC HOLDINGS, INC. | $959.3K | 12,704 | 0.00% | 24q | +61.8%+$366.2K |
| Focus Financial Network, Inc. | $952.9K | 12,621 | 0.03% | 8q | +8.3%+$73.0K |
| Per Stirling Capital Management, LLC. | $937.1K | 12,413 | 0.09% | 12q | +4.1%+$37.1K |
| JONES FINANCIAL COMPANIES LLLP | $928.0K | 12,193 | 0.00% | 9q | +3.1%+$27.9K |
| Virtue Capital Management, LLC | $876.2K | 11,605 | 0.12% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $819.6K | 10,855 | 0.02% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $668.9K | 8,859 | 0.03% | 8q | +8.2%+$50.9K |
| Horizon Investments, LLC | $668.9K | 8,859 | 0.01% | 11q | -45.8%-$565.1K |
| UBS Group AG | $599.4K | 7,939 | 0.00% | 31q | +39.9%+$171.1K |
| ROYAL BANK OF CANADA | $532.0K | 7,047 | 0.00% | 31q | +15.9%+$73.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $505.5K | 6,695 | 0.00% | 21q | +0.8%+$3.9K |
| RFG Advisory, LLC | $480.3K | 6,362 | 0.01% | 4q | -3.5%-$17.2K |
| CAPTRUST FINANCIAL ADVISORS | $456.3K | 6,044 | 0.00% | 3q | +21.5%+$80.8K |
| FMR LLC | $435.5K | 5,769 | 0.00% | 23q | -4.0%-$18.1K |
| ENVESTNET ASSET MANAGEMENT INC | $359.3K | 4,759 | 0.00% | 10q | +20.3%+$60.7K |
| ASSETMARK, INC | $350.3K | 4,640 | 0.00% | 8q | -8.6%-$32.8K |
| Planning Strategies Inc. | $331.7K | 4,394 | 0.21% | new | FIRST |
| Ausdal Financial Partners, Inc. | $319.6K | 4,233 | 0.01% | new | NEW |
| Focus Partners Wealth | $317.3K | 4,202 | 0.00% | 2q | +103.8%+$161.6K |
| First Heartland Consultants, Inc. | $299.4K | 3,965 | 0.02% | 3q | +14.2%+$37.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $297.8K | 3,945 | 0.00% | 13q | +61.7%+$113.6K |
| Atria Investments, Inc | $295.1K | 3,908 | 0.00% | 3q | +12.5%+$32.8K |
| Ameritas Investment Partners, Inc. | $287.7K | 3,810 | 0.01% | 31q | HELD |
| Private Advisor Group, LLC | $283.4K | 3,754 | 0.00% | 28q | -56.8%-$371.9K |
| Arax Advisory Partners | $282.2K | 3,738 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $275.1K | 3,644 | 0.00% | 3q | +34.8%+$71.0K |
| Tempus Wealth Planning, LLC | $266.3K | 3,527 | 0.05% | 10q | -10.8%-$32.4K |
| Cooper Financial Group | $260.5K | 3,451 | 0.02% | 2q | HELD |
| Landmark Wealth Management, LLC | $255.5K | 3,384 | 0.06% | 3q | +2.5%+$6.1K |
| XY Planning Network, Inc. | $251.5K | 3,331 | 0.03% | 3q | +1.6%+$4.0K |
| Mezzasalma Advisors, LLC | $239.9K | 3,177 | 0.05% | 4q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $237.6K | 3,147 | 0.00% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $230.0K | 3,000 | 0.00% | 5q | -8.9%-$22.5K |
| Atlantic Union Bankshares Corp | $228.2K | 3,023 | 0.00% | 5q | HELD |
| J.W. COLE ADVISORS, INC. | $223.6K | 2,961 | 0.00% | 2q | -21.8%-$62.3K |
| DiNuzzo Private Wealth, Inc. | $217.4K | 2,880 | 0.02% | 11q | HELD |
| Snowden Capital Advisors LLC | $203.6K | 2,697 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $185.2K | 2,454 | 0.00% | 2q | +893.5%+$166.5K |
| PNC Financial Services Group, Inc. | $178.6K | 2,365 | 0.00% | 7q | HELD |
| BlackRock, Inc. | $165.0K | 2,186 | 0.00% | 3q | HELD |
| Triumph Capital Management | $154.6K | 2,048 | 0.03% | 4q | -29.6%-$64.9K |
| FIFTH THIRD BANCORP | $147.6K | 1,955 | 0.00% | 2q | HELD |
| MATHER GROUP, LLC. | $124.9K | 1,654 | 0.00% | 2q | HELD |
| Copia Wealth Management | $117.0K | 1,550 | 0.07% | new | NEW |
| LANARK FINANCIAL, INC. | $91.2K | 1,207 | 0.01% | 12q | HELD |
| Financial Life Planners | $65.7K | 870 | 0.04% | 2q | +0.8% |
| AE Wealth Management LLC | $57.9K | 767 | 0.00% | 7q | +11.8%+$6.1K |
| JNBA Financial Advisors | $54.6K | 723 | 0.00% | 26q | -4.0%-$2.3K |
| WOLFF WIESE MAGANA LLC | $45.9K | 608 | 0.02% | 23q | HELD |
| Parallel Advisors, LLC | $42.7K | 566 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $41.8K | 554 | 0.00% | 21q | HELD |
| Capital Analysts, LLC | $35.0K | 466 | 0.00% | 12q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $34.4K | 456 | 0.00% | 13q | -16.0%-$6.6K |
| CoreCap Advisors, LLC | $34.1K | 451 | 0.00% | 10q | HELD |
| Farther Finance Advisors, LLC | $24.8K | 328 | 0.00% | 3q | -79.7%-$97.5K |
| Rockefeller Capital Management L.P. | $23.4K | 310 | 0.00% | 4q | -37.4%-$14.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $23.3K | 309 | 0.00% | new | FIRST |
| Ameritas Advisory Services, LLC | $22.3K | 296 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $21.9K | 290 | 0.00% | 8q | -8.8%-$2.1K |
| Allworth Financial LP | $20.9K | 277 | 0.00% | 9q | -62.4%-$34.7K |
Showing the largest 100 of 134 reported holders. The count of 133 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 44 | $100.8M | 1,173,967 | 5 | 11 | 14 | 0.0% |
| Q2 2026 | 133 | $563.8M | 7,452,577 | 16 | 45 | 31 | 0.0% |
| Q1 2026 | 129 | $656.3M | 7,818,474 | 23 | 34 | 38 | 0.0% |
| Q4 2025 | 123 | $623.5M | 9,159,110 | 23 | 35 | 30 | 0.0% |
| Q3 2025 | 107 | $591.9M | 9,166,898 | 19 | 28 | 28 | 0.0% |
| Q2 2025 | 96 | $499.3M | 8,817,027 | 9 | 24 | 33 | 0.0% |
| Q1 2025 | 102 | $519.9M | 9,366,721 | 7 | 31 | 30 | 0.0% |
| Q4 2024 | 106 | $496.6M | 9,715,953 | 18 | 33 | 20 | 0.0% |
| Q3 2024 | 94 | $482.4M | 8,515,996 | 13 | 27 | 28 | 0.0% |
| Q2 2024 | 95 | $471.8M | 8,681,774 | 16 | 26 | 25 | 0.0% |
| Q1 2024 | 92 | $467.6M | 8,567,779 | 18 | 21 | 24 | 0.0% |
| Q4 2023 | 88 | $455.2M | 8,934,057 | 8 | 27 | 27 | 0.0% |
| Q3 2023 | 88 | $470.9M | 8,893,827 | 14 | 20 | 25 | 0.0% |
| Q2 2023 | 80 | $454.1M | 8,803,471 | 7 | 29 | 25 | 0.0% |
| Q1 2023 | 84 | $476.5M | 8,880,666 | 14 | 24 | 26 | 0.0% |
| Q4 2022 | 90 | $557.3M | 10,325,874 | 23 | 29 | 21 | 0.0% |
| Q3 2022 | 69 | $482.1M | 10,065,751 | 15 | 26 | 17 | 0.0% |
| Q2 2022 | 74 | $871.7M | 17,711,853 | 21 | 26 | 14 | 0.0% |
| Q1 2022 | 62 | $534.3M | 10,205,152 | 25 | 18 | 10 | 0.2% |
| Q4 2021 | 44 | $461.5M | 10,476,046 | 5 | 13 | 12 | 0.0% |
| Q3 2021 | 46 | $431.6M | 10,835,320 | 8 | 10 | 10 | 0.0% |
| Q2 2021 | 44 | $483.4M | 11,621,063 | 15 | 9 | 7 | 0.0% |
| Q1 2021 | 33 | $463.0M | 12,027,639 | 7 | 5 | 8 | 0.0% |
| Q4 2020 | 29 | $406.4M | 12,266,558 | 6 | 7 | 7 | 0.0% |
| Q3 2020 | 24 | $382.7M | 13,404,384 | 7 | 4 | 7 | 0.0% |
| Q2 2020 | 25 | $465.7M | 16,013,207 | 5 | 4 | 9 | 0.0% |
| Q1 2020 | 24 | $392.8M | 17,967,107 | 3 | 4 | 8 | 0.0% |
| Q4 2019 | 28 | $746.4M | 22,120,344 | 7 | 10 | 6 | 0.0% |
| Q3 2019 | 21 | $681.3M | 21,698,581 | 4 | 5 | 7 | 0.0% |
| Q2 2019 | 24 | $676.1M | 20,783,701 | 6 | 6 | 5 | 0.0% |
| Q1 2019 | 22 | $678.1M | 20,804,661 | 2 | 5 | 11 | 0.0% |
| Q4 2018 | 22 | $593.3M | 20,473,693 | 1 | 0 | 1 | 0.0% |