Who Owns SPDR INDEX SHS FDS (NANR)? -- Institutional Holders (2026-06-30)
147 institutions reported holding $565.7M of SPDR INDEX SHS FDS (NANR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($318.8M), CAPITAL WEALTH MANAGEMENT, LLC ($27.0M), LPL Financial LLC ($24.1M), Cornerstone Planning Group LLC ($16.7M), MORGAN STANLEY ($16.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $318.8M | 4.2M | Trimmed |
| 2 | CAPITAL WEALTH MANAGEMENT, LLC | $27.0M | 357,181 | Trimmed |
| 3 | LPL Financial LLC | $24.1M | 319,736 | Trimmed |
| 4 | Cornerstone Planning Group LLC | $16.7M | 206,378 | Added |
| 5 | MORGAN STANLEY | $16.4M | 217,495 | Trimmed |
| 6 | Baird Financial Group, Inc. | $15.6M | 206,778 | Added |
| 7 | FRANKLIN RESOURCES INC | $13.1M | 173,125 | Added |
| 8 | XML Financial, LLC | $10.7M | 142,187 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $9.5M | 125,831 | Added |
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $7.6M | 100,006 | Trimmed |
| 11 | CFS Investment Advisory Services, LLC | $7.2M | 94,701 | Trimmed |
| 12 | GOLDMAN SACHS GROUP INC | $5.7M | 75,075 | New |
| 13 | Mariner, LLC | $5.6M | 74,553 | Trimmed |
| 14 | Fiduciary Alliance LLC | $5.5M | 72,606 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $5.0M | 66,819 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 66,725 | Trimmed |
| 17 | HighTower Advisors, LLC | $4.8M | 63,919 | Added |
| 18 | Rothschild Wealth LLC | $4.4M | 57,720 | Trimmed |
| 19 | Hollow Brook Wealth Management LLC | $4.0M | 53,642 | Hold |
| 20 | Private Advisory Group LLC | $3.8M | 50,415 | Added |
| 21 | Brio Consultants, LLC | $3.1M | 40,406 | Added |
| 22 | STIFEL FINANCIAL CORP | $2.9M | 38,740 | Added |
| 23 | Cetera Investment Advisers | $2.9M | 37,773 | Added |
| 24 | Coppell Advisory Solutions LLC | $2.6M | 658 | New |
| 25 | Certified Advisory Corp | $2.4M | 32,348 | Added |
Source: SEC Form 13F filings · as of 2026-06-30