Skip to content

EBND SPDR SERIES TRUST

Follow

SHS (fund)

206 managers (207 13F filers) reported a position in EBND shares at 2025-09-30, 86,780,794 shares in all. 36 filers opened a position and 14 filers sold out during the quarter.

Managers
206
13F filers
207
New
36
Added
79
Reduced
53
Sold out
14
Shares held by filers
86,780,794

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co39,369,263$841M0.13%-1,182,88713F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …25,120,320$537M1.49%+971,93413F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.7,711,877$165M0.6%+4,386,62413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,486,249$53.1M<0.01%-109,70613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,830,680$39.1M0.04%-43,66213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,224,227$26.1M-59,314Timeline
LPL Financial LLC835,362$17.8M0.01%+81,44113F-HRTimeline
Varma Mutual Pension Insurance Co700,000$15M0.1%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/539,971$11.5M<0.01%+52,19613F-HR/ATimelineGroup
SeaBridge Investment Advisors LLC363,335$7.76M1.26%new13F-HRTimeline
NewSquare Capital LLC363,103$7.76M0.53%new13F-HRTimeline
Ocean Park Asset Management, LLC358,900$7.67M0.32%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN334,056$7.14M<0.01%+30,73713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC292,631$6.25M0.01%+4,48513F-HRTimelineGroup
Valmark Advisers, Inc.290,274$6.2M0.08%-39113F-HRTimeline
Avos Capital Management, LLC247,643$5.29M2.47%+38,62913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments232,742$4.97M0.29%+4,30013F-HRTimelineGroup
rebel Financial LLC0$4.83M2.1%-230,33813F-HRTimelineAmount filed as zero, left out of ratios.
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC209,070$4.47M0.03%-44,48513F-HRTimelineGroup
City State Bank192,195$4.11M1.19%-13,21913F-HRTimeline
Austin Private Wealth, LLC185,865$3.97M0.31%+11,62113F-HRTimeline
Genesis Wealth Advisors, LLC184,871$3.95M2.78%+1,72613F-HRTimeline
MACKENZIE FINANCIAL CORP169,133$3.61M<0.01%+67,34013F-HRTimeline
UBS Group AGin group UBS Group AG141,531$3.02M<0.01%-1,62113F-HRTimelineGroup
Aspire Private Capital, LLC139,628$2.98M0.66%+3,77413F-HR/ATimeline
Prospera Financial Services Inc135,070$2.88M0.05%+77,58313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.134,700$2.88M<0.01%-211,90013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO117,000$2.5M0.05%-27,38613F-HRTimeline
Hibernia Wealth Partners, LLC106,817$2.28M1.46%-102,58613F-HRTimeline
Econ Financial Services Corp98,148$2.1M1.05%-4,29813F-HRTimeline
Cetera Investment Advisers90,684$1.94M<0.01%+3,80913F-HRTimeline
NewEdge Advisors, LLC89,317$1.91M0.01%+3,56013F-HRTimeline
Farther Finance Advisors, LLC82,271$1.76M0.03%+5,86313F-HRTimeline
Merit Financial Group, LLC82,087$1.75M0.02%-44813F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,997$1.73M<0.01%+4,32913F-HRTimelineGroup
Perigon Wealth Management, LLC79,231$1.69M0.03%+1,00813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,055$1.69M<0.01%+65,03113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP77,672$1.66M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…75,899$1.62M<0.01%-9,24113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY69,571$1.49M<0.01%+21,18113F-HR/ATimelineGroup
Valtinson Bruner Financial Planning LLC65,877$1.41M0.42%new13F-HRTimeline
HighTower Advisors, LLC60,982$1.3M<0.01%+5,99913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,856$1.28M0.01%+17,88813F-HRTimelineGroup
Bleakley Financial Group, LLC56,057$1.2M0.03%+7,27413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.54,938$1.17M0.46%+1,66413F-HRTimeline
Sharkey, Howes & Javer53,044$1.13M0.15%-5,11513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,815$1.13M<0.01%+2,47513F-HRTimelineGroup
Raleigh Capital Management Inc.51,441$1.1M0.42%+3,33013F-HRTimeline
Treasure Coast Financial Planning49,274$1.05M0.59%-20913F-HRTimeline
Wealthfront Advisers LLC47,909$1.02M<0.01%+2,30613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.46,996$1M0.17%+45813F-HRTimeline
McNamara Financial Services, Inc.45,854$979K0.18%+1,10013F-HRTimeline
Tempus Wealth Planning, LLC45,140$964K0.22%+15713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…38,191$816K0.07%+38,02413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.37,725$806K0.03%-1,74413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,691$800K<0.01%-2,12813F-HRTimeline
Fourth Dimension Wealth, LLC36,559$781K0.3%+2,22813F-HRTimeline
Onyx Bridge Wealth Group LLC33,090$707K0.08%new13F-HRTimeline
Signal Advisors Wealth, LLC31,675$677K0.06%+68413F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.30,523$652K<0.01%13F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…29,427$629K0.22%013F-HRTimeline
Mariner, LLCin group Mariner, LLC29,060$621K<0.01%+16,13213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,598$589K0.01%-2,90613F-HRTimelineGroup
D.A. DAVIDSON & CO.27,024$577K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,559$567K<0.01%+31713F-HR/ATimelineGroup
Capital CS Group, LLC25,894$553K0.91%+1,21713F-HRTimeline
Upper Left Wealth Management, LLC25,571$546K0.34%-62113F-HRTimeline
Simplicity Wealth,LLC25,551$546K0.03%-18,23113F-HRTimeline
RFG Advisory, LLC23,917$511K0.01%-43913F-HRTimeline
HARBOUR INVESTMENTS, INC.23,239$496K0.01%+2,42013F-HRTimeline
DRAVO BAY LLC22,483$480K0.21%-20013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO13,321$478K0.05%new13F-HRTimeline
Sanctuary Advisors, LLC22,202$474K<0.01%+2,77913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,026$471K<0.01%+97613F-HRTimelineGroup
Lifeworks Advisors, LLC21,053$450K0.06%-5113F-HRTimeline
Orion Porfolio Solutions, LLC20,943$447K<0.01%+61113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20,659$441K0.14%-56913F-HRTimeline
PFG Investments, LLC20,510$438K0.02%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC20,040$428K0.4%+15413F-HRTimeline
NOVUS ADVISORS, LLC19,747$422K0.97%+1,00413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC19,365$414K0.14%new13F-HRTimeline
Creative Planningin group Creative Planning17,668$377K<0.01%-7,01513F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.16,890$361K0.12%-84713F-HRTimeline
Diversified Enterprises, LLC15,459$330K0.02%-60013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,334$328K0.01%+50213F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,146$324K<0.01%+12,11713F-HRTimeline
IFP Advisors, Inc14,896$318K0.01%-4,19713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,750$315K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,471$309K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,123$302K<0.01%+2,81313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,706$271K0.02%+5,36513F-HRTimeline
AE Wealth Management LLC12,656$270K<0.01%+47513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC12,253$262K0.01%-2013F-HRTimeline
Argent Trust Co12,141$259K0.01%-10213F-HRTimeline
First Citizens Asset Management, Inc.12,001$256K0.09%+99313F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.11,910$254K0.32%+7213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,550$247K0.03%+1,41413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,381$243K<0.01%+1,46813F-HRTimeline
K2 Financial Inc.11,198$238K0.19%-4213F-HRTimeline
Balboa Wealth Partners10,780$230K0.04%+26913F-HRTimeline
VICUS CAPITAL10,777$230K0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,648$227K<0.01%+26913F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.10,218$218K0.08%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,845$210K<0.01%-6,61413F-HRTimelineGroup
SBI Securities Co., Ltd.9,493$203K0.01%+3313F-HRTimeline
CARDIFF PARK ADVISORS, LLC9,302$199K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC7,774$166K<0.01%+1,01213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA7,185$153K0.08%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,647$142K0.09%-17413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,717$122K<0.01%new13F-HRTimelineGroup
COMERICA BANK5,027$107K<0.01%-786,09413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,819$103K<0.01%+3,00413F-HRTimelineGroup
Breakwater Investment Management4,660$99.5K0.04%013F-HRTimeline
Versant Capital Management, Inc4,298$91.8K0.01%013F-HRTimeline
Tortoise Investment Management, LLC4,050$86.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,879$82.9K<0.01%-2,32313F-HRTimeline
WPG Advisers, LLC3,342$71.4K0.06%-1013F-HRTimeline
Caitlin John, LLC3,191$68.2K0.05%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,002$64K<0.01%+1,60513F-HRTimelineGroup
Vermillion Wealth Management, Inc.2,667$57K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,422$51.7K<0.01%-10113F-HRTimelineGroup
Parallel Advisors, LLC2,329$49.7K<0.01%+1,28913F-HRTimeline
Strategic Investment Advisors / MI11,931$44K0.01%new13F-HR/ATimeline
Richard W. Paul & Associates, LLC2,005$42.8K0.01%-92213F-HRTimeline
TD Waterhouse Canada Inc.2,008$42.8K<0.01%+4813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,991$42K<0.01%-4713F-HRTimelineGroup
AlphaCore Capital LLC1,888$40.3K<0.01%+1,47313F-HRTimeline
Aptus Capital Advisors, LLC1,828$39K<0.01%+42713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,665$36K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,665$36K<0.01%+16413F-HRTimelineGroup
HOWE & RUSLING INC1,614$34.5K<0.01%-413F-HRTimeline
Smartleaf Asset Management LLC1,472$31.4K<0.01%+24813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,349$28.8K<0.01%-1,53113F-HRTimelineGroup
Pacifica Partners Inc.1,335$28.4K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,174$25.1K<0.01%new13F-HRTimeline
Allworth Financial LP1,127$24.1K<0.01%-29313F-HRTimeline
Lowe Wealth Advisors, LLC1,124$24K0.01%+8413F-HRTimeline
Root Financial Partners, LLC986$21.1K<0.01%new13F-HRTimeline
Binnacle Investments Inc945$20.2K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…853$18.2K<0.01%+64113F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS776$16.6K0.01%+4813F-HRTimeline
PFS Partners, LLC671$14.3K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.620$13.2K0.01%013F-HRTimeline
MCF Advisors LLC595$12.7K<0.01%+7013F-HRTimeline
AdvisorNet Financial, Inc537$11.5K<0.01%+8713F-HRTimeline
Jackson Hole Capital Partners, LLC534$11.4K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC483$10.3K<0.01%013F-HRTimeline
FSA Wealth Management LLC414$8.84K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/405$8.65K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.404$8.63K<0.01%+12513F-HRTimeline
Larson Financial Group LLC397$8.48K<0.01%-1,80113F-HRTimeline
Providence Capital Advisors, LLC379$8.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC375$8.01K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC343$7.33K<0.01%+11213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC335$7.16K<0.01%+8113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management289$6.17K<0.01%new13F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.277$5.92K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.274$5.85K<0.01%new13F-HRTimelineGroup
TruNorth Capital Management, LLC252$5.38K<0.01%013F-HRTimeline
Avion Wealth251$5K<0.01%013F-HRTimeline
Rossby Financial, LCC232$4.94K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA229$4.89K<0.01%+1213F-HRTimeline
Strategic Wealth Partners, Ltd.220$4.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…217$4.63K<0.01%+213F-HRTimeline
Westside Investment Management, Inc.214$4.57K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.185$3.94K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\178$3.8K<0.01%-6113F-HRTimelineGroup
MAI Capital Management165$3.52K<0.01%+14513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.151$3.23K<0.01%-2713F-HRTimelineGroup
Investors Research Corp139$2.97K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.112$2.39K<0.01%-17,41113F-HRTimeline
REAP Financial Group, LLC112$2.39K<0.01%+113F-HRTimeline
Wealthspire Advisors, LLC110$2.35K<0.01%new13F-HRTimeline
Robinswood Financial LLC107$2.29K<0.01%013F-HRTimeline
Clearstead Advisors, LLC104$2.22K<0.01%+1113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS92$1.97K<0.01%-3013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL72$1.53K<0.01%-5413F-HRTimeline
Founders Financial Alliance, LLC66$1.41K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC62$1.32K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.47$1K<0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC41$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.24$1K<0.01%+2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46$983<0.01%+3213F-HRTimelineGroup
MGB Wealth Management, LLC43$918<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36$769<0.01%-113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC33$705<0.01%013F-HRTimeline
Financial Management Professionals, Inc.31$662<0.01%013F-HRTimeline
Salomon & Ludwin, LLC31$660<0.01%013F-HRTimeline
Sunbelt Securities, Inc.30$641<0.01%013F-HRTimeline
CNB Bank30$641<0.01%013F-HRTimeline
Bogart Wealth, LLC26$555<0.01%-32213F-HRTimeline
SIGNATUREFD, LLC23$491<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.18$384<0.01%013F-HRTimeline
Advisory Services Network, LLC17$364<0.01%new13F-HRTimeline
Solstein Capital, LLC17$363<0.01%013F-HRTimeline
Crews Bank & Trust16$342<0.01%new13F-HRTimeline
CVA Family Office, LLC13$278<0.01%013F-HRTimeline
Kiker Wealth Management, LLC11$235<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC10$213<0.01%013F-HRTimeline
Compass Financial Services Inc8$171<0.01%new13F-HRTimeline