VANGUARD BOND INDEX FUNDS - BIV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
1,026 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 26,474,330 | 2,030,581 | 0.33% | 0.33% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,235,046 | 1,858,828 | 0.44% | 0.44% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,822,370 | 983,475 | 0.53% | 0.53% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,178,869 | 934,119 | 3.57% | 3.57% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,248,421 | 862,753 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,675,092 | 665,379 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,224,992 | 554,156 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,176,904 | 473,768 | 0.65% | 0.65% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Link Financial Advisors, LLC | History | No change | 5,706,056 | 437,654 | 25.31% | 25.31% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 5,360,448 | 411,146 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,995,262 | 306,396 | 1.69% | 1.69% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,911,085 | 299,632 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,393,708 | 261,244 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,435,399 | 186,795 | 0.64% | 0.64% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,400,546 | 184,121 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 2,251,874 | 172,718 | 4.42% | 4.42% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,073,835 | 159,084 | 0.19% | 0.19% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,057,704 | 157,826 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 2,020,987 | 155,014 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 1,914,897 | 146,872 | 4.29% | 4.29% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 1,839,154 | 141,063 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,825,373 | 138,217 | 9.85% | 9.85% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 1,793,272 | 137,543 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,630,105 | 125,029 | 1.09% | 1.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,526,858 | 117,110 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,515,708 | 116,254 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,471,769 | 112,884 | 0.18% | 0.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 1,371,285 | 105,177 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,346,530 | 103,278 | 0.18% | 0.18% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 1,276,358 | 97,895 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,263,804 | 96,933 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,261,481 | 96,756 | 1.11% | 1.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCM ADVISORS, LLC | History | No change | 1,267,115 | 95,679 | 18.63% | 18.63% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| American Trust | History | No change | 1,214,066 | 93,118 | 7.18% | 7.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,207,949 | 92,649 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,148,006 | 88,052 | 0.14% | 0.14% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,105,158 | 84,766 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,050,510 | 80,574 | 0.97% | 0.97% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Investment Center, Inc. | History | No change | 1,038,714 | 79,669 | 13.23% | 13.23% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,014,569 | 77,127 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ADVISERS INC | History | No change | 974,442 | 74,739 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 919,537 | 70,528 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIT, LLC | History | No change | 861,173 | 66,051 | 1.05% | 1.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 818,448 | 62,774 | 5.48% | 5.48% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| World Investment Advisors | History | No change | 793,535 | 61,227 | 1.01% | 1.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 730,608 | 56,037 | 10.49% | 10.49% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 729,038 | 55,917 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 714,797 | 54,824 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 711,661 | 54,584 | 15.0% | 15.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Verus Financial Partners, Inc. | History | No change | 706,952 | 54,223 | 4.64% | 4.64% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 696,561 | 53,426 | 6.08% | 6.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 683,912 | 52,456 | 0.59% | 0.59% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Scott Capital Advisors, LLC | History | No change | 677,229 | 51,943 | 8.14% | 8.14% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 666,617 | 51,349 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 647,754 | 49,683 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reliant Wealth Planning | History | No change | 631,866 | 48,464 | 13.33% | 13.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Francis Financial, Inc. | History | No change | 626,906 | 48,083 | 7.88% | 7.88% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 609,041 | 46,055 | 5.8% | 5.8% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 600,446 | 46,054 | 7.85% | 7.85% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 575,881 | 44,170 | 1.08% | 1.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 558,188 | 42,813 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 554,565 | 42,507 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 543,846 | 41,713 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 523,833 | 40,178 | 0.7% | 0.7% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Midwest Trust Co | History | No change | 523,378 | 40,143 | 0.45% | 0.45% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Capital Management, Inc. | History | No change | 521,466 | 39,996 | 2.42% | 2.42% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BetterWealth, LLC | History | No change | 521,246 | 39,979 | 7.07% | 7.07% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 515,159 | 39,759 | 3.41% | 3.41% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 501,701 | 38,480 | 9.77% | 9.77% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Freedom Investing, LLC | History | No change | 496,303 | 38,304 | 3.0% | 3.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVW Advisors, LLC | History | No change | 494,779 | 37,949 | 3.28% | 3.28% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 488,980 | 37,504 | 8.48% | 8.48% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 488,716 | 37,485 | 0.29% | 0.29% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 470,818 | 36,111 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 465,336 | 35,691 | 0.73% | 0.73% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gordian Advisors LLC | History | No change | 451,880 | 34,659 | 20.38% | 20.38% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 451,690 | 34,644 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 445,048 | 34,135 | 0.9% | 0.9% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 443,456 | 34,013 | 14.61% | 14.61% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 476,206 | 33,516 | 0.73% | 0.73% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 433,842 | 33,275 | 11.83% | 11.83% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 418,756 | 32,118 | 3.91% | 3.91% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 418,386 | 32,090 | 2.49% | 2.49% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 417,009 | 31,984 | 5.02% | 5.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 415,253 | 31,849 | 0.31% | 0.31% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthfront Advisers LLC | History | No change | 410,897 | 31,515 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 409,973 | 31,444 | 0.34% | 0.34% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roundview Capital LLC | History | No change | 408,111 | 31,302 | 1.71% | 1.71% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 403,995 | 30,986 | 11.68% | 11.68% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 403,393 | 30,940 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 395,818 | 30,359 | 20.79% | 20.79% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 394,939 | 30,291 | 12.09% | 12.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 395,163 | 30,087 | 14.2% | 14.2% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Planning Associates Inc | History | No change | 390,104 | 29,921 | 16.18% | 16.18% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHRISTINE MESSMER PC | History | No change | 389,276 | 29,857 | 16.82% | 16.82% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 388,428 | 29,792 | 6.66% | 6.66% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 388,216 | 29,776 | 9.95% | 9.95% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 387,752 | 29,740 | 2.57% | 2.57% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK HAPOALIM BM | History | No change | 382,990 | 29,375 | 1.95% | 1.95% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everhart Financial Group, Inc. | History | No change | 381,781 | 29,282 | 1.87% | 1.87% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 365,539 | 28,036 | 13.42% | 13.42% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Schiavi & Co LLC | History | No change | 363,886 | 27,910 | 7.37% | 7.37% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Austin Asset Management Co Inc | History | No change | 356,896 | 27,373 | 3.81% | 3.81% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 353,353 | 27,106 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Management Systems Inc. | History | No change | 347,018 | 26,616 | 5.45% | 5.45% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 340,605 | 26,124 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 337,688 | 25,900 | 4.83% | 4.83% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 334,344 | 25,644 | 8.2% | 8.2% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 332,229 | 25,481 | 6.52% | 6.52% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 332,133 | 25,474 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fonville Wealth Management LLC | History | No change | 325,750 | 24,985 | 4.08% | 4.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 321,738 | 24,677 | 0.23% | 0.23% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 315,442 | 24,194 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, LLC | History | No change | 308,414 | 23,655 | 7.12% | 7.12% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 306,232 | 23,487 | 0.18% | 0.18% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kropog Financial Group, LLC | History | No change | 304,842 | 23,381 | 16.48% | 16.48% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 298,924 | 22,927 | 0.85% | 0.85% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 296,358 | 22,730 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 293,570 | 22,516 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 291,960 | 22,393 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 291,886 | 22,387 | 0.79% | 0.79% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brewster Financial Planning LLC | History | No change | 291,009 | 22,320 | 12.26% | 12.26% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Money Management, LLC | History | No change | 288,490 | 22,127 | 3.16% | 3.16% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 282,994 | 21,705 | 0.45% | 0.45% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Asset Management, LLC | History | No change | 280,084 | 21,482 | 1.69% | 1.69% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 276,615 | 21,216 | 1.26% | 1.26% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 276,174 | 21,182 | 0.27% | 0.27% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 269,289 | 20,341 | 4.14% | 4.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 264,305 | 20,272 | 1.38% | 1.38% | 129 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Human Investing LLC | History | No change | 264,084 | 20,255 | 2.63% | 2.63% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 260,224 | 19,959 | 0.32% | 0.32% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 259,424 | 19,897 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 258,454 | 19,823 | 6.88% | 6.88% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 257,806 | 19,773 | 0.43% | 0.43% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Coast Investments LLC | History | No change | 253,368 | 19,433 | 5.79% | 5.79% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MBA Advisors LLC | History | No change | 250,000 | 19,174 | 6.45% | 6.45% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 248,838 | 19,085 | 0.32% | 0.32% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Darrow Company, Inc. | History | No change | 248,701 | 19,076 | 7.39% | 7.39% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 245,428 | 18,824 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 230,140 | 17,651 | 6.71% | 6.71% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 227,199 | 17,426 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greystone Financial Group, LLC | History | No change | 224,132 | 17,190 | 4.8% | 4.8% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 223,101 | 17,122 | 0.68% | 0.68% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gemmer Asset Management LLC | History | No change | 219,824 | 16,860 | 1.13% | 1.13% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 218,749 | 16,782 | 6.07% | 6.07% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Neumann Capital Management, LLC | History | No change | 218,277 | 16,741 | 11.07% | 11.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Boyd Wealth Management, LLC | History | No change | 216,088 | 16,573 | 6.27% | 6.27% | 147 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewSquare Capital LLC | History | No change | 212,430 | 16,293 | 1.21% | 1.21% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 210,903 | 16,176 | 0.22% | 0.22% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 205,798 | 15,784 | 1.79% | 1.79% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 205,667 | 15,774 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Certified Advisory Corp | History | No change | 202,069 | 15,498 | 1.25% | 1.25% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 200,933 | 15,411 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 198,645 | 15,287 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | No change | 200,425 | 15,252 | 0.22% | 0.22% | 155 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 197,875 | 15,176 | 0.31% | 0.31% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 196,419 | 15,065 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 195,820 | 15,019 | 5.06% | 5.06% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 194,879 | 14,947 | 0.35% | 0.35% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 194,572 | 14,923 | 0.34% | 0.34% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 192,549 | 14,768 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Brookstone Capital Management | History | No change | 191,950 | 14,722 | 0.15% | 0.15% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NWAM LLC | History | No change | 190,646 | 14,622 | 0.73% | 0.73% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| City State Bank | History | No change | 188,143 | 14,430 | 3.31% | 3.31% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 186,067 | 14,271 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 185,977 | 14,264 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montecito Bank & Trust | History | Reduced | 195,276 | 14,227 | 2.15% | 2.27% | 167 | -2,356 | -1.19% | Q3 2026 | Oct 01, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 184,804 | 14,174 | 2.42% | 2.42% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 182,901 | 14,028 | 1.72% | 1.72% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 181,259 | 13,902 | 0.6% | 0.6% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 181,092 | 13,889 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FC Advisory LLC | History | No change | 180,561 | 13,849 | 3.67% | 3.67% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 175,507 | 13,461 | 2.03% | 2.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 175,441 | 13,456 | 5.21% | 5.21% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Frankly Finances, LLC | History | No change | 168,951 | 12,958 | 10.24% | 10.24% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 168,117 | 12,894 | 2.1% | 2.1% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 164,780 | 12,638 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 162,620 | 12,473 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 161,201 | 12,364 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 160,321 | 12,296 | 0.33% | 0.33% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 160,087 | 12,278 | 0.23% | 0.23% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mustard Seed Financial, LLC | History | No change | 156,050 | 11,969 | 6.22% | 6.22% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 155,914 | 11,958 | 2.11% | 2.11% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allied Investment Advisors, LLC | History | No change | 155,473 | 11,924 | 1.5% | 1.5% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stephenson & Company, Inc. | History | No change | 155,421 | 11,920 | 5.58% | 5.58% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 153,913 | 11,805 | 3.21% | 3.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 153,817 | 11,797 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 153,297 | 11,757 | 0.3% | 0.3% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | No change | 148,697 | 11,405 | 0.29% | 0.29% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarity Asset Management, Inc. | History | No change | 147,666 | 11,326 | 5.55% | 5.55% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 144,969 | 11,119 | 1.14% | 1.14% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fund Evaluation Group, LLC | History | No change | 144,624 | 11,092 | 0.3% | 0.3% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Safir Wealth Advisors, LLC | History | No change | 143,732 | 11,024 | 7.16% | 7.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equity Wealth Partners, LLC | History | No change | 141,723 | 10,870 | 3.91% | 3.91% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURNEY CO/ | History | No change | 139,339 | 10,687 | 0.29% | 0.29% | 195 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 137,452 | 10,542 | 2.19% | 2.19% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEEDS INVESTOR LLC | History | No change | 135,734 | 10,410 | 1.07% | 1.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 135,573 | 10,398 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verde Capital Management | History | No change | 135,484 | 10,391 | 1.92% | 1.92% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 135,358 | 10,381 | 4.35% | 4.35% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Management Group, Inc. | History | No change | 133,847 | 10,266 | 1.5% | 1.5% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 133,768 | 10,260 | 1.14% | 1.14% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisors, LLC | History | No change | 132,427 | 10,157 | 1.4% | 1.4% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 132,346 | 10,150 | 0.75% | 0.75% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 131,884 | 10,115 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SigFig Wealth Management, LLC | History | No change | 130,756 | 10,072 | 0.27% | 0.27% | 206 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 130,457 | 10,006 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smart Money Group LLC | History | No change | 128,920 | 9,888 | 2.54% | 2.54% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 128,464 | 9,853 | 0.49% | 0.49% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 128,358 | 9,845 | 1.88% | 1.88% | 210 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 128,358 | 9,845 | 1.88% | 1.88% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 127,851 | 9,806 | 1.48% | 1.48% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | No change | 125,167 | 9,600 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 125,024 | 9,589 | 0.28% | 0.28% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Go Invest LLC | History | No change | 124,592 | 9,556 | 2.25% | 2.25% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VCI Wealth Management LLC | History | No change | 124,582 | 9,555 | 2.4% | 2.4% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 124,258 | 9,530 | 0.32% | 0.32% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 121,487 | 9,318 | 0.13% | 0.13% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evolution Advisers, Inc. | History | No change | 119,149 | 9,138 | 3.36% | 3.36% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 119,009 | 9,127 | 0.56% | 0.56% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 117,910 | 9,043 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 117,044 | 8,977 | 0.89% | 0.89% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 117,014 | 8,974 | 2.18% | 2.18% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 116,914 | 8,967 | 0.1% | 0.1% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 116,733 | 8,953 | 0.51% | 0.51% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 116,217 | 8,913 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 115,390 | 8,850 | 0.15% | 0.15% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortis Advisors, LLC | History | No change | 115,068 | 8,825 | 4.13% | 4.13% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 112,412 | 8,622 | 6.29% | 6.29% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tillman Hartley LLC | History | No change | 111,199 | 8,528 | 1.92% | 1.92% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 110,820 | 8,499 | 0.21% | 0.21% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 109,411 | 8,391 | 0.84% | 0.84% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 108,419 | 8,315 | 0.67% | 0.67% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 108,356 | 8,310 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 105,504 | 8,099 | 0.12% | 0.12% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kroeger Financial Partners | History | No change | 105,507 | 8,092 | 7.82% | 7.82% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 105,152 | 8,065 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 104,958 | 8,050 | 2.39% | 2.39% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Capital Advisors, LLC | History | No change | 104,171 | 7,989 | 4.28% | 4.28% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 102,792 | 7,884 | 0.74% | 0.74% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MA Private Wealth | History | No change | 102,755 | 7,881 | 1.17% | 1.17% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| St. Louis Trust Co | History | No change | 47,363 | 7,717 | 0.88% | 0.88% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANOVER ADVISORS INC | History | No change | 100,393 | 7,700 | 2.77% | 2.77% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 99,785 | 7,653 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parker Financial LLC | History | No change | 99,771 | 7,651 | 2.8% | 2.8% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 97,679 | 7,491 | 2.11% | 2.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 97,390 | 7,469 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 96,221 | 7,380 | 1.13% | 1.13% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| New Hampshire Trust | History | No change | 93,799 | 7,194 | 1.36% | 1.36% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 93,294 | 7,155 | 2.82% | 2.82% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 92,757 | 7,114 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 92,710 | 7,110 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Snowden Capital Advisors LLC | History | No change | 92,336 | 7,082 | 0.17% | 0.17% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intergy Private Wealth, LLC | History | No change | 92,231 | 7,074 | 1.63% | 1.63% | 254 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 91,636 | 7,028 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 91,322 | 7,004 | 5.65% | 5.65% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 90,878 | 6,970 | 1.03% | 1.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rossby Financial, LCC | History | No change | 90,084 | 6,909 | 1.26% | 1.26% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | No change | 89,901 | 6,895 | 0.45% | 0.45% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 89,217 | 6,842 | 1.58% | 1.58% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthCollab, LLC | History | No change | 87,923 | 6,743 | 2.44% | 2.44% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 87,243 | 6,691 | 1.26% | 1.26% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 87,020 | 6,674 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 86,974 | 6,670 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Wealth Advisory Team LLC | History | No change | 86,829 | 6,659 | 5.41% | 5.41% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 85,937 | 6,591 | 3.09% | 3.09% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 85,163 | 6,532 | 2.74% | 2.74% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ESL Trust Services, LLC | History | No change | 85,005 | 6,519 | 1.11% | 1.11% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | No change | 83,788 | 6,426 | 0.57% | 0.57% | 269 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sagace Wealth Management LLC | History | No change | 83,048 | 6,369 | 4.0% | 4.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centennial Bank/AR/ | History | No change | 82,870 | 6,356 | 2.05% | 2.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 82,235 | 6,307 | 5.55% | 5.55% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 81,985 | 6,288 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Leeward Financial Partners, LLC | History | No change | 80,475 | 6,172 | 1.62% | 1.62% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Milestone Investment Advisors LLC | History | No change | 80,327 | 6,161 | 1.33% | 1.33% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 79,745 | 6,116 | 0.25% | 0.25% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planned Solutions, Inc. | History | No change | 79,558 | 6,102 | 1.75% | 1.75% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jacobsen Capital Management | History | No change | 78,704 | 6,036 | 1.77% | 1.77% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunesis Advisors, LLC | History | No change | 77,398 | 5,936 | 2.45% | 2.45% | 279 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | No change | 76,720 | 5,884 | 4.22% | 4.22% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 75,759 | 5,810 | 3.77% | 3.77% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Secure Asset Management, LLC | History | No change | 75,621 | 5,800 | 0.81% | 0.81% | 282 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arcataur Capital Management LLC | History | No change | 75,482 | 5,789 | 1.43% | 1.43% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 75,114 | 5,761 | 2.28% | 2.28% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 74,299 | 5,698 | 0.16% | 0.16% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 74,183 | 5,689 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Momentum Wealth Planning, LLC | History | No change | 73,241 | 5,617 | 4.11% | 4.11% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hardy Reed LLC | History | No change | 72,316 | 5,546 | 0.36% | 0.36% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 71,980 | 5,520 | 0.28% | 0.28% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 70,835 | 5,360 | 3.99% | 3.99% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EJMK Ventures LLC | History | No change | 69,047 | 5,295 | 2.4% | 2.4% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 68,762 | 5,273 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Leo H. Evart, Inc. | History | No change | 68,646 | 5,265 | 4.16% | 4.16% | 293 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 66,032 | 5,064 | 0.37% | 0.37% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 65,108 | 4,967 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 63,985 | 4,907 | 4.09% | 4.09% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 63,866 | 4,898 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 62,931 | 4,826 | 0.46% | 0.46% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 62,892 | 4,823 | 1.26% | 1.26% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUB Investment Partners, LLC | History | No change | 62,329 | 4,780 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |