VANGUARD BOND INDEX FUNDS - BLV
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,866,536 | 955,820 | 0.23% | 0.23% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 3,030,083 | 208,863 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 2,750,787 | 189,611 | 4.85% | 4.85% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Karpus Management, Inc. | History | No change | 2,132,736 | 147,009 | 4.23% | 4.23% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,962,978 | 135,308 | 0.62% | 0.62% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,577,446 | 108,733 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,430,993 | 98,638 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,141,474 | 78,682 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,116,002 | 76,910 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,055,206 | 72,735 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,040,755 | 71,739 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,015,014 | 69,964 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 732,721 | 50,534 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 671,716 | 46,301 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 608,738 | 41,960 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 599,208 | 41,303 | 11.56% | 11.56% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | History | No change | 579,071 | 39,915 | 2.41% | 2.41% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 571,211 | 39,374 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 539,045 | 37,156 | 0.13% | 0.13% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 489,773 | 33,760 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 478,824 | 33,005 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 475,100 | 32,748 | 1.58% | 1.58% | 22 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 427,581 | 29,473 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 416,117 | 28,682 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 375,234 | 25,864 | 1.99% | 1.99% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strong Tower Advisory Services | History | No change | 370,423 | 25,533 | 4.58% | 4.58% | 26 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 366,958 | 25,294 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 321,333 | 22,149 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 318,197 | 21,933 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 295,832 | 20,391 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 286,670 | 19,760 | 4.7% | 4.7% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clark Asset Management, LLC | History | No change | 284,943 | 19,641 | 1.54% | 1.54% | 32 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 283,577 | 19,546 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 280,448 | 19,329 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 254,760 | 17,560 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 251,115 | 17,309 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waterford Advisors, LLC | History | No change | 209,762 | 16,342 | 4.46% | 4.46% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 227,536 | 15,684 | 0.61% | 0.61% | 38 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 227,070 | 15,651 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 224,084 | 15,446 | 0.33% | 0.33% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Idaho Trust Co | History | No change | 222,112 | 15,310 | 4.47% | 4.47% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 214,113 | 14,759 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 200,996 | 13,865 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 196,029 | 13,512 | 1.64% | 1.64% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 194,588 | 13,412 | 0.27% | 0.27% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 193,644 | 13,347 | 7.21% | 7.21% | 46 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ryan Investment Management, Inc. | History | No change | 185,362 | 12,777 | 5.78% | 5.78% | 47 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 180,997 | 12,476 | 1.24% | 1.24% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 178,190 | 12,282 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 167,958 | 11,577 | 0.21% | 0.21% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 166,474 | 11,475 | 0.28% | 0.28% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 166,412 | 11,470 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platt Investment Counsel, LLC | History | No change | 164,964 | 11,370 | 7.62% | 7.62% | 53 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 161,241 | 11,114 | 5.21% | 5.21% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 153,584 | 10,586 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evolution Advisers, Inc. | History | No change | 150,385 | 10,366 | 3.81% | 3.81% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NYL Investors LLC | History | No change | 146,377 | 10,089 | 3.87% | 3.87% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Wealth Group, LLC | History | No change | 143,517 | 9,892 | 2.02% | 2.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 140,270 | 9,668 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 138,321 | 9,534 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Addison Capital Co | History | No change | 129,734 | 8,942 | 1.46% | 1.46% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 127,606 | 8,783 | 0.15% | 0.15% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 123,953 | 8,544 | 0.29% | 0.29% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Wealth Map LLC | History | No change | 123,480 | 8,178 | 3.72% | 3.72% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 114,027 | 7,859 | 0.39% | 0.39% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nest Investments, LLC | History | No change | 111,715 | 7,700 | 5.85% | 5.85% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sellwood Investment Partners LLC | History | No change | 108,373 | 7,470 | 2.63% | 2.63% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parker Financial LLC | History | No change | 105,916 | 7,299 | 2.67% | 2.67% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 103,882 | 7,160 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFW Advisors LLC | History | No change | 99,799 | 6,879 | 2.01% | 2.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 99,163 | 6,835 | 1.04% | 1.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SigFig Wealth Management, LLC | History | No change | 98,063 | 6,825 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | No change | 98,823 | 6,811 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 97,321 | 6,708 | 1.55% | 1.55% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 95,326 | 6,570 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 94,214 | 6,557 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 93,889 | 6,471 | 0.19% | 0.19% | 77 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 93,532 | 6,447 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 90,536 | 6,240 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 85,643 | 5,950 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 83,990 | 5,789 | 3.78% | 3.78% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Leeward Financial Partners, LLC | History | No change | 82,969 | 5,719 | 1.5% | 1.5% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 81,407 | 5,611 | 3.11% | 3.11% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 79,822 | 5,502 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 79,376 | 5,471 | 1.65% | 1.65% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 79,219 | 5,460 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 77,932 | 5,371 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 77,492 | 5,341 | 0.55% | 0.55% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 73,032 | 5,034 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 70,909 | 4,887 | 0.31% | 0.31% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 70,416 | 4,843 | 0.61% | 0.61% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 68,048 | 4,690 | 1.47% | 1.47% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aspire Private Capital, LLC | History | No change | 67,930 | 4,682 | 0.97% | 0.97% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 63,658 | 4,387 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 60,824 | 4,192 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 60,535 | 4,172 | 0.49% | 0.49% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 60,121 | 4,144 | 2.55% | 2.55% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 58,466 | 4,030 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Troutman Wealth Management, LLC | History | No change | 57,915 | 3,992 | 3.07% | 3.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 57,796 | 3,983 | 0.26% | 0.26% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sigma Planning Corp | History | No change | 56,695 | 3,908 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Management, Inc. | History | No change | 53,395 | 3,680 | 1.13% | 1.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 52,586 | 3,624 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 52,015 | 3,585 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Level Financial Advisors | History | No change | 51,081 | 3,520 | 0.79% | 0.79% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,802 | 3,295 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 47,447 | 3,270 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 47,237 | 3,256 | 1.59% | 1.59% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Advisors / MI | History | No change | 46,406 | 3,198 | 0.19% | 0.19% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Capital Advisors, LLC | History | No change | 46,029 | 3,172 | 1.7% | 1.7% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 45,268 | 3,120 | 0.86% | 0.86% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 44,291 | 3,052 | 0.3% | 0.3% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Secure Asset Management, LLC | History | No change | 43,802 | 3,019 | 0.42% | 0.42% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,782 | 3,017 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wealthfront Advisers LLC | History | No change | 42,060 | 2,899 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF HAWAII | History | No change | 40,815 | 2,813 | 0.14% | 0.14% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sagace Wealth Management LLC | History | No change | 40,342 | 2,780 | 1.74% | 1.74% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shelter Mutual Insurance Co | History | No change | 38,000 | 2,619 | 0.55% | 0.55% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 37,963 | 2,616 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 36,565 | 2,520 | 1.39% | 1.39% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 36,430 | 2,511 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 36,356 | 2,505 | 0.69% | 0.69% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 36,052 | 2,485 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | No change | 36,034 | 2,483 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 35,180 | 2,424 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 34,713 | 2,392 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 34,477 | 2,376 | 0.26% | 0.26% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 33,838 | 2,355 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Womack Financial LLC | History | No change | 33,778 | 2,328 | 1.54% | 1.54% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 33,741 | 2,325 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 33,649 | 2,319 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 33,491 | 2,308 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 32,747 | 2,257 | 1.24% | 1.24% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Richmond Brothers, Inc. | History | No change | 32,523 | 2,241 | 1.17% | 1.17% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 32,174 | 2,217 | 0.95% | 0.95% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vanguard National Trust Co | History | No change | 31,645 | 2,181 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 30,200 | 2,081 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 30,000 | 2,067 | 0.28% | 0.28% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | No change | 29,856 | 2,057 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 28,961 | 1,996 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 28,779 | 1,984 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 27,771 | 1,914 | 0.13% | 0.13% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FDx Advisors, Inc. | History | No change | 27,075 | 1,866 | 0.56% | 0.56% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Veratis Advisors, Inc. | History | No change | 26,508 | 1,827 | 1.29% | 1.29% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 6,075 | 1,757 | 0.75% | 0.75% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HT Partners LLC | History | No change | 25,264 | 1,741 | 0.48% | 0.48% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 24,907 | 1,733 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burk Holdings LLC | History | No change | 24,305 | 1,675 | 0.62% | 0.62% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 24,242 | 1,671 | 0.17% | 0.17% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,925 | 1,649 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 23,895 | 1,647 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 24,333 | 1,643 | 0.78% | 0.78% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transcendent Capital Group LLC | History | No change | 23,698 | 1,633 | 0.64% | 0.64% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 23,531 | 1,621 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prostatis Group LLC | History | No change | 22,319 | 1,538 | 0.36% | 0.36% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,701 | 1,495 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | No change | 21,538 | 1,484 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLB&B Advisors, LLC | History | No change | 21,486 | 1,481 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 21,285 | 1,467 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWAM LLC | History | No change | 19,974 | 1,376 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 18,561 | 1,279 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 18,134 | 1,249 | 0.28% | 0.28% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 18,026 | 1,242 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,566 | 1,210 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 17,278 | 1,190 | 0.58% | 0.58% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 17,099 | 1,179 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 16,981 | 1,170 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | No change | 16,940 | 1,167 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,456 | 1,065 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 15,314 | 1,055 | 0.26% | 0.26% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 14,785 | 1,019 | 0.29% | 0.29% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMG National Trust Bank | History | No change | 14,630 | 1,008 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,263 | 983 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 14,265 | 983 | 0.25% | 0.25% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 13,910 | 958 | 0.33% | 0.33% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 13,794 | 950 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | No change | 13,716 | 945 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 13,406 | 919 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 13,206 | 910 | 0.22% | 0.22% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 13,106 | 903 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,030 | 898 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,870 | 887 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 12,864 | 886 | 0.64% | 0.64% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of Marin | History | No change | 12,800 | 882 | 0.61% | 0.61% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 12,714 | 876 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,590 | 867 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 12,033 | 829 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GWN SECURITIES INC. | History | No change | 11,971 | 825 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,853 | 817 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,857 | 817 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 11,504 | 793 | 0.3% | 0.3% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11,402 | 786 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 11,411 | 768 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 19,831 | 752 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 10,649 | 734 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Security Financial Services, INC. | History | No change | 10,577 | 729 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 10,260 | 707 | 0.23% | 0.23% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 10,240 | 705 | 0.38% | 0.38% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 10,113 | 697 | 0.31% | 0.31% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prudent Man Advisors, LLC | History | No change | 9,965 | 686 | 0.16% | 0.16% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arlington Capital Management, Inc. | History | No change | 9,826 | 677 | 0.42% | 0.42% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,635 | 664 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,714 | 664 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 9,576 | 660 | 0.36% | 0.36% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,542 | 657 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,418 | 649 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 9,377 | 646 | 0.18% | 0.18% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,378 | 646 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | No change | 9,187 | 633 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roundview Capital LLC | History | No change | 8,960 | 617 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 8,836 | 609 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminvest Wealth Management LLC | History | No change | 8,724 | 601 | 0.14% | 0.14% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 8,696 | 599 | 0.23% | 0.23% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 8,566 | 590 | 0.5% | 0.5% | 214 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 8,566 | 590 | 0.5% | 0.5% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,742 | 589 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,543 | 588 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Western Wealth Management, LLC | History | No change | 8,367 | 576 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,293 | 571 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 8,174 | 563 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,164 | 562 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 8,038 | 554 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | No change | 7,716 | 531 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 7,654 | 527 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 7,620 | 525 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 7,624 | 525 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 7,482 | 515 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avior Wealth Management, LLC | History | No change | 7,444 | 513 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 7,277 | 501 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 7,127 | 491 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 7,067 | 487 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 6,967 | 480 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 6,539 | 450 | 0.19% | 0.19% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 6,432 | 443 | 0.28% | 0.28% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 6,389 | 440 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 6,901 | 432 | 0.03% | 0.03% | 236 | +846 | 13.97% | Q3 2026 | Oct 01, 2026 |
| SlateStone Wealth, LLC | History | No change | 6,191 | 427 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 6,013 | 414 | 0.2% | 0.2% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 5,892 | 406 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,772 | 397 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,770 | 397 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 5,741 | 395 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,487 | 378 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center For Asset Management LLC | History | No change | 5,491 | 378 | 0.17% | 0.17% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 5,442 | 375 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,231 | 360 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Van Diest Capital, LLC | History | No change | 5,134 | 353 | 0.32% | 0.32% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 5,119 | 352 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 5,105 | 351 | 0.53% | 0.53% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 5,067 | 349 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 5,045 | 347 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 4,980 | 343 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Financial Planning Group LLC | History | No change | 4,988 | 343 | 0.17% | 0.17% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,970 | 342 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Planning Group LLC | History | No change | 5,095 | 339 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,930 | 339 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Management | History | No change | 4,923 | 339 | 0.36% | 0.36% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,915 | 338 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,866 | 335 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southland Equity Partners LLC | History | No change | 4,782 | 329 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,674 | 322 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CGN Advisors LLC | History | No change | 4,632 | 319 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 4,065 | 312 | 0.17% | 0.17% | 263 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 4,497 | 309 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VestGen Investment Management | History | No change | 4,491 | 309 | 0.16% | 0.16% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,496 | 309 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Encompass More Asset Management | History | No change | 4,477 | 308 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Advisors | History | No change | 4,311 | 297 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 4,215 | 290 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,167 | 286 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RCS Financial Planning, LLC | History | No change | 4,017 | 276 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversified Trust Co | History | No change | 4,002 | 275 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,889 | 268 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 3,870 | 266 | 0.1% | 0.1% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tempo Wealth, LLC | History | No change | 3,843 | 264 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,829 | 263 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axis Wealth Partners, LLC | History | No change | 3,807 | 262 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 3,783 | 260 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,728 | 256 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | No change | 3,597 | 247 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 3,521 | 242 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 3,480 | 239 | 0.22% | 0.22% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | No change | 3,447 | 237 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 3,431 | 236 | 0.19% | 0.19% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 3,417 | 235 | 0.19% | 0.19% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,292 | 226 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keystone Financial Group | History | No change | 3,242 | 223 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redwood Investment Management, LLC | History | No change | 3,223 | 222 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedeker Wealth, LLC | History | No change | 3,211 | 221 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XY Planning Network, Inc. | History | No change | 3,206 | 220 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,180 | 219 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 3,179 | 219 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 3,175 | 218 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Compass Ion Advisors, LLC | History | No change | 3,171 | 218 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,173 | 218 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blue Trust, Inc. | History | No change | 3,121 | 215 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 3,102 | 213 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,080 | 212 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 3,059 | 210 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,135 | 208 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |