VANGUARD BOND INDEX FUNDS - BND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 155,418,110 | 11,455,868 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 141,274,305 | 10,370,946 | 5.54% | 5.54% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 130,673,715 | 9,592,757 | 5.61% | 5.61% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 125,882,099 | 9,241,005 | 0.49% | 0.49% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 62,713,498 | 4,603,796 | 15.66% | 15.66% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 35,718,154 | 2,625,776 | 7.71% | 7.71% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,041,837 | 2,131,961 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 26,751,940 | 1,963,859 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,163,867 | 1,847,279 | 0.44% | 0.44% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 20,078,691 | 1,473,978 | 1.3% | 1.3% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 19,768,745 | 1,451,223 | 0.33% | 0.33% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 18,868,185 | 1,385,113 | 5.88% | 5.88% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 17,950,234 | 1,317,726 | 0.61% | 0.61% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 14,463,710 | 1,061,780 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 13,419,869 | 985,152 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,152,216 | 965,588 | 0.75% | 0.75% | 16 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Arizona PSPRS Trust | History | No change | 9,969,512 | 731,861 | 27.27% | 27.27% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,585,242 | 701,997 | 0.14% | 0.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 9,221,231 | 676,930 | 8.62% | 8.62% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 8,862,905 | 650,625 | 2.03% | 2.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 8,579,414 | 631,788 | 23.1% | 23.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 8,326,480 | 611,246 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Facet Wealth, Inc. | History | No change | 8,177,967 | 600,344 | 8.6% | 8.6% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 7,251,116 | 532,304 | 0.92% | 0.92% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,165,534 | 526,021 | 0.14% | 0.14% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,165,064 | 525,987 | 0.48% | 0.48% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 6,895,140 | 508,240 | 16.71% | 16.71% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 6,144,662 | 451,079 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 5,890,208 | 432,400 | 0.6% | 0.6% | 29 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,643,726 | 414,305 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 4,911,062 | 360,521 | 4.23% | 4.23% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,612,354 | 339,770 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 4,234,558 | 310,858 | 0.91% | 0.91% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 4,112,113 | 301,870 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 3,980,436 | 292,203 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,698,455 | 271,503 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,653,264 | 268,186 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,376,508 | 247,869 | 0.51% | 0.51% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Systems of Alabama | History | No change | 3,226,351 | 236,846 | 0.71% | 0.71% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 3,126,377 | 229,507 | 5.26% | 5.26% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,009,938 | 220,959 | 1.03% | 1.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,852,440 | 209,397 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stairway Partners, LLC | History | Added to | 2,915,052 | 204,490 | 9.66% | 9.9% | 43 | +52,919 | 1.85% | Q3 2026 | Oct 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,739,306 | 201,092 | 0.46% | 0.46% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,692,692 | 197,689 | 0.23% | 0.23% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 2,662,171 | 195,424 | 2.14% | 2.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 2,593,332 | 190,376 | 3.56% | 3.56% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | No change | 2,547,996 | 187,048 | 4.97% | 4.97% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 2,467,039 | 181,845 | 16.01% | 16.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GenTrust, LLC | History | No change | 2,415,090 | 177,291 | 6.81% | 6.81% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,407,074 | 176,703 | 2.34% | 2.34% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,353,787 | 172,379 | 8.2% | 8.2% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 2,232,018 | 163,807 | 10.7% | 10.7% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,225,187 | 163,350 | 2.44% | 2.44% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,125,099 | 156,003 | 1.02% | 1.02% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mariner, LLC | History | No change | 1,961,883 | 144,175 | 0.15% | 0.15% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCMORGAN & CO LLC | History | No change | 1,955,898 | 143,582 | 21.62% | 21.62% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,945,569 | 142,824 | 8.28% | 8.28% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,879,506 | 137,974 | 0.47% | 0.47% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,840,209 | 135,089 | 1.27% | 1.27% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,838,594 | 134,971 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,837,435 | 134,886 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 1,832,708 | 134,539 | 6.55% | 6.55% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verus Financial Partners, Inc. | History | No change | 1,829,288 | 134,288 | 11.49% | 11.49% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garde Capital, Inc. | History | No change | 1,807,800 | 132,710 | 5.95% | 5.95% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apella Capital, LLC | History | No change | 1,820,993 | 132,659 | 1.87% | 1.87% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Chandler Asset Management, Inc. | History | No change | 1,747,432 | 128,278 | 18.07% | 18.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trajan Wealth LLC | History | No change | 1,662,225 | 122,023 | 4.61% | 4.61% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1,614,048 | 118,487 | 4.06% | 4.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMG National Trust Bank | History | No change | 1,539,023 | 112,979 | 2.32% | 2.32% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lutz Financial Services LLC | History | No change | 1,478,462 | 108,533 | 6.61% | 6.61% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,478,257 | 108,518 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,469,469 | 107,873 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Endowment Management, LP | History | No change | 1,463,086 | 107,406 | 10.89% | 10.89% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,443,141 | 105,940 | 1.03% | 1.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atomic Invest LLC | History | No change | 1,414,467 | 104,267 | 9.16% | 9.16% | 76 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,396,781 | 102,537 | 3.02% | 3.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,392,482 | 102,222 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 1,380,938 | 101,374 | 0.7% | 0.7% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,374,851 | 100,927 | 1.02% | 1.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,370,099 | 100,578 | 1.9% | 1.9% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 1,369,628 | 100,544 | 4.38% | 4.38% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,354,712 | 99,449 | 0.32% | 0.32% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,345,741 | 98,790 | 0.47% | 0.47% | 84 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,337,489 | 98,185 | 0.29% | 0.29% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 1,249,034 | 91,691 | 0.56% | 0.56% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Advisors Network, Inc. | History | No change | 1,248,438 | 91,647 | 11.24% | 11.24% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 1,237,160 | 90,819 | 9.84% | 9.84% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEOS Investment Management LLC | History | No change | 1,228,471 | 89,881 | 0.33% | 0.33% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 1,202,506 | 88,275 | 13.31% | 13.31% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | No change | 1,475,322 | 86,863 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,171,875 | 83,952 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 1,111,698 | 81,610 | 0.14% | 0.14% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,107,699 | 81,316 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Constellation Investments, Inc. | History | No change | 1,100,000 | 80,751 | 2.54% | 2.54% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 1,094,723 | 80,363 | 10.43% | 10.43% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | No change | 1,085,432 | 79,681 | 34.59% | 34.59% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,077,430 | 79,094 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 1,072,774 | 78,752 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Partners in Financial Planning | History | No change | 1,063,064 | 78,039 | 11.83% | 11.83% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,053,832 | 77,362 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,022,639 | 75,071 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 990,343 | 72,701 | 6.67% | 6.67% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BTC Capital Management, Inc. | History | No change | 984,185 | 72,186 | 4.38% | 4.38% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trust Co | History | No change | 980,793 | 72,000 | 6.5% | 6.5% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 974,687 | 71,551 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 966,497 | 70,950 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | History | No change | 963,506 | 70,730 | 6.12% | 6.12% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 962,703 | 70,672 | 2.06% | 2.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brio Consultants, LLC | History | No change | 955,502 | 70,143 | 8.22% | 8.22% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joule Financial, LLC | History | No change | 941,400 | 69,108 | 18.74% | 18.74% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 906,985 | 66,581 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 894,297 | 65,650 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 893,966 | 65,626 | 3.35% | 3.35% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 887,365 | 65,141 | 5.29% | 5.29% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 874,427 | 64,191 | 2.15% | 2.15% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 873,025 | 64,089 | 6.93% | 6.93% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Soltis Investment Advisors LLC | History | No change | 870,986 | 63,939 | 3.56% | 3.56% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 869,739 | 63,847 | 3.89% | 3.89% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gilbert & Cook, Inc. | History | No change | 854,157 | 62,703 | 7.22% | 7.22% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 828,442 | 60,815 | 0.36% | 0.36% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trilogy Capital Inc. | History | No change | 819,832 | 60,183 | 2.34% | 2.34% | 122 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 814,283 | 59,776 | 20.94% | 20.94% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 813,345 | 59,707 | 1.45% | 1.45% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| West Financial Advisors, LLC | History | No change | 812,403 | 59,638 | 9.06% | 9.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Twele Capital Management, Inc. | History | No change | 806,604 | 59,212 | 9.67% | 9.67% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 805,700 | 59,146 | 10.17% | 10.17% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legacy Private Trust Co. | History | No change | 792,562 | 58,181 | 3.22% | 3.22% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 787,691 | 57,824 | 7.15% | 7.15% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 777,249 | 57,057 | 0.31% | 0.31% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GuidedMoney, LLC | History | No change | 774,038 | 56,822 | 26.3% | 26.3% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 767,510 | 56,342 | 0.81% | 0.81% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newton One Investments LLC | History | No change | 756,795 | 55,556 | 13.99% | 13.99% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 747,000 | 54,837 | 2.17% | 2.17% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 736,243 | 54,047 | 1.04% | 1.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 728,737 | 53,496 | 6.74% | 6.74% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 714,695 | 52,465 | 0.44% | 0.44% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 714,515 | 52,454 | 0.41% | 0.41% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 709,541 | 52,087 | 7.44% | 7.44% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SimpliFi, Inc. | History | No change | 702,115 | 51,542 | 20.37% | 20.37% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 691,686 | 50,776 | 3.68% | 3.68% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essential Planning, LLC. | History | No change | 676,966 | 49,695 | 14.04% | 14.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steele Capital Management, Inc. | History | No change | 676,531 | 49,664 | 1.83% | 1.83% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 671,986 | 49,330 | 19.45% | 19.45% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gridiron Partners, LLC | History | No change | 660,080 | 48,298 | 25.35% | 25.35% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Charles Schwab Trust Co | History | No change | 656,583 | 48,199 | 2.69% | 2.69% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 656,466 | 48,191 | 11.84% | 11.84% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compound Planning, Inc. | History | No change | 641,444 | 47,088 | 1.23% | 1.23% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 639,190 | 47,069 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 638,053 | 46,839 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 636,624 | 46,734 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acropolis Investment Management, LLC | History | No change | 636,090 | 46,695 | 1.84% | 1.84% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 627,707 | 46,268 | 0.59% | 0.59% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 627,291 | 46,049 | 10.05% | 10.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkos Global Advisors | History | No change | 623,847 | 45,797 | 5.42% | 5.42% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 620,482 | 45,549 | 2.19% | 2.19% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 618,710 | 45,419 | 21.29% | 21.29% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 601,332 | 44,143 | 1.45% | 1.45% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 595,336 | 43,703 | 1.15% | 1.15% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Jordan Park Group LLC | History | No change | 590,568 | 43,353 | 2.2% | 2.2% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 586,671 | 43,067 | 1.02% | 1.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 571,537 | 41,958 | 3.98% | 3.98% | 162 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 567,270 | 41,643 | 5.49% | 5.49% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First PREMIER Bank | History | No change | 566,747 | 41,605 | 6.73% | 6.73% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Level Wealth Management LLC | History | No change | 565,823 | 41,537 | 16.64% | 16.64% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Karpus Management, Inc. | History | No change | 565,055 | 41,480 | 1.19% | 1.19% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 554,128 | 40,678 | 7.45% | 7.45% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 554,009 | 40,502 | 5.88% | 5.88% | 168 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 547,549 | 40,195 | 2.69% | 2.69% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASPIRIANT, LLC | History | No change | 546,151 | 40,094 | 0.99% | 0.99% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tenon Financial LLC | History | No change | 543,763 | 39,917 | 12.84% | 12.84% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MA Private Wealth | History | No change | 538,277 | 39,514 | 5.89% | 5.89% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Addison Capital Co | History | No change | 538,226 | 39,511 | 6.47% | 6.47% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 559,484 | 39,247 | 2.77% | 2.97% | 174 | -18,006 | -3.12% | Q3 2026 | Oct 05, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 531,709 | 39,032 | 1.41% | 1.41% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 530,899 | 38,973 | 8.9% | 8.9% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Index Fund Advisors, Inc. | History | No change | 519,959 | 38,170 | 1.52% | 1.52% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 518,113 | 38,034 | 0.61% | 0.61% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sherwood Financial Partners, LLC | History | No change | 505,910 | 37,138 | 29.89% | 29.89% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 504,781 | 36,971 | 0.15% | 0.15% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 498,411 | 36,588 | 8.39% | 8.39% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hirtle & Co., LLC | History | No change | 493,247 | 36,209 | 1.19% | 1.19% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm Partners Management LLC | History | No change | 488,939 | 35,892 | 1.29% | 1.29% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 487,415 | 35,781 | 3.43% | 3.43% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 483,724 | 35,510 | 25.15% | 25.15% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | No change | 479,975 | 35,234 | 1.0% | 1.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Capital Management LLC | History | No change | 470,368 | 34,529 | 2.82% | 2.82% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 465,841 | 34,197 | 0.41% | 0.41% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 463,090 | 33,995 | 0.53% | 0.53% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KWMG, LLC | History | No change | 459,001 | 33,695 | 2.44% | 2.44% | 190 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sound Stewardship, LLC | History | No change | 458,601 | 33,665 | 13.89% | 13.89% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 457,950 | 33,618 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | No change | 457,391 | 33,577 | 2.48% | 2.48% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 453,903 | 33,321 | 2.04% | 2.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 450,510 | 33,071 | 0.36% | 0.36% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eaton-Cambridge Inc. | History | No change | 441,817 | 32,433 | 9.12% | 9.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | No change | 438,498 | 32,190 | 0.36% | 0.36% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 456,472 | 32,021 | 5.87% | 6.22% | 198 | +9,539 | 2.13% | Q3 2026 | Oct 01, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 434,192 | 31,874 | 14.02% | 14.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 431,049 | 31,643 | 1.25% | 1.25% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carr Financial Group Corp | History | No change | 430,838 | 31,627 | 7.28% | 7.28% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 429,773 | 31,564 | 19.69% | 19.69% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 429,826 | 31,553 | 3.83% | 3.83% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True Freedom Investing, LLC | History | No change | 422,886 | 31,141 | 2.44% | 2.44% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 423,082 | 31,058 | 3.93% | 3.93% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 419,060 | 30,763 | 0.87% | 0.87% | 206 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Summit Wealth Group, LLC | History | No change | 417,650 | 30,659 | 6.25% | 6.25% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESBANCO BANK INC | History | No change | 416,107 | 30,546 | 0.76% | 0.76% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 414,729 | 30,445 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 409,324 | 30,048 | 5.45% | 5.45% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 406,923 | 29,965 | 2.57% | 2.57% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 413,600 | 29,874 | 5.82% | 5.82% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOSTER & MOTLEY INC | History | No change | 406,889 | 29,870 | 1.37% | 1.37% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 406,571 | 29,846 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 403,515 | 29,714 | 1.21% | 1.21% | 215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 403,748 | 29,639 | 13.42% | 13.42% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 402,374 | 29,538 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 395,782 | 29,054 | 10.63% | 10.63% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 394,254 | 28,942 | 3.61% | 3.61% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BHK Investment Advisors, LLC | History | No change | 393,714 | 28,902 | 8.63% | 8.63% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Great Waters Wealth Management | History | No change | 393,030 | 28,852 | 2.67% | 2.67% | 221 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 392,020 | 28,778 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 390,575 | 28,672 | 6.25% | 6.25% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 380,234 | 27,912 | 0.16% | 0.16% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Luminvest Wealth Management LLC | History | No change | 378,971 | 27,794 | 6.46% | 6.46% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 374,811 | 27,514 | 1.57% | 1.57% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 706,151 | 27,402 | 2.26% | 2.26% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | No change | 372,601 | 27,352 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 370,500 | 27,198 | 0.13% | 0.13% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 368,742 | 27,069 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 362,403 | 26,604 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 362,035 | 26,577 | 2.25% | 2.25% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 360,195 | 26,549 | 11.09% | 11.09% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fonville Wealth Management LLC | History | No change | 358,565 | 26,322 | 4.3% | 4.3% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 358,094 | 26,287 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 355,826 | 26,121 | 0.14% | 0.14% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 355,334 | 26,085 | 11.14% | 11.14% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| New Jersey Better Educational Savings Trust | History | No change | 354,594 | 26,030 | 41.88% | 41.88% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 353,297 | 25,935 | 1.53% | 1.53% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hobart Private Capital, LLC | History | No change | 350,744 | 25,748 | 4.42% | 4.42% | 240 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Greenbush Financial Group, LLC | History | No change | 349,889 | 25,685 | 7.55% | 7.55% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 347,678 | 25,523 | 0.26% | 0.26% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prudent Man Advisors, LLC | History | No change | 347,148 | 25,484 | 5.82% | 5.82% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 348,871 | 25,362 | 9.2% | 9.2% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ellevest, Inc. | History | No change | 502,593 | 25,301 | 2.98% | 2.98% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 343,092 | 25,186 | 18.52% | 18.52% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smithfield Trust Co | History | No change | 338,844 | 24,861 | 0.99% | 0.99% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 337,236 | 24,756 | 8.79% | 8.79% | 248 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Five Pine Wealth Management | History | No change | 333,233 | 24,462 | 13.84% | 13.84% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 332,443 | 24,404 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 330,596 | 24,269 | 1.03% | 1.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 328,328 | 24,102 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 322,625 | 23,780 | 0.77% | 0.77% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 323,400 | 23,740 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 320,418 | 23,521 | 0.45% | 0.45% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 319,746 | 23,472 | 5.5% | 5.5% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 319,340 | 23,442 | 0.22% | 0.22% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 316,382 | 23,147 | 0.74% | 0.74% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 317,638 | 23,130 | 13.16% | 13.16% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 313,487 | 23,013 | 1.67% | 1.67% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 312,358 | 22,930 | 1.54% | 1.54% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 310,641 | 22,804 | 0.22% | 0.22% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 309,440 | 22,715 | 11.87% | 11.87% | 263 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 308,855 | 22,673 | 0.83% | 0.83% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 307,472 | 22,571 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Capital Management, LLC | History | No change | 308,037 | 22,529 | 7.04% | 7.04% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 304,235 | 22,333 | 0.59% | 0.59% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veery Capital, LLC | History | No change | 300,556 | 22,063 | 5.93% | 5.93% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 298,902 | 21,942 | 7.4% | 7.4% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF HAWAII | History | No change | 298,538 | 21,915 | 1.08% | 1.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 293,579 | 21,551 | 1.03% | 1.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 291,941 | 21,431 | 0.66% | 0.66% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 288,437 | 21,174 | 3.98% | 3.98% | 273 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| ROGCO, LP | History | No change | 288,292 | 21,163 | 6.48% | 6.48% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greenspring Advisors, LLC | History | No change | 284,544 | 20,888 | 1.16% | 1.16% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 282,821 | 20,761 | 0.1% | 0.1% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 280,609 | 20,599 | 1.29% | 1.29% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 277,591 | 20,377 | 11.52% | 11.52% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Architects, LLC | History | No change | 275,663 | 20,236 | 9.7% | 9.7% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 274,878 | 20,178 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bleakley Financial Group, LLC | History | No change | 271,946 | 19,963 | 0.25% | 0.25% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | No change | 271,867 | 19,957 | 1.01% | 1.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 268,922 | 19,741 | 0.98% | 0.98% | 283 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lexington Hill Partners, LLC | History | No change | 268,796 | 19,732 | 9.57% | 9.57% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITIGROUP INC | History | No change | 268,034 | 19,676 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 267,770 | 19,656 | 1.17% | 1.17% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 267,556 | 19,641 | 4.79% | 4.79% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 267,603 | 19,639 | 0.11% | 0.11% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 267,285 | 19,621 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 267,227 | 19,617 | 0.18% | 0.18% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | No change | 265,658 | 19,501 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 265,543 | 19,493 | 0.21% | 0.21% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 265,443 | 19,486 | 0.35% | 0.35% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | No change | 263,650 | 19,354 | 0.56% | 0.56% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 262,844 | 19,295 | 1.71% | 1.71% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 262,550 | 19,273 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 262,475 | 19,268 | 1.92% | 1.92% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Courage Miller Partners, LLC | History | No change | 262,115 | 19,241 | 5.08% | 5.08% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aspire Capital Advisors LLC | History | No change | 261,716 | 19,212 | 3.74% | 3.74% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madrona Financial Services, LLC | History | No change | 256,130 | 18,802 | 3.47% | 3.47% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |