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 | Added to | 142,837,967 | 10,495,733 | 0.67% | 0.65% | 1 | +3,208,380 | 2.3% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 134,816,565 | 9,927,891 | 6.11% | 6.13% | 2 | +3,913,767 | 2.99% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 125,018,604 | 9,206,370 | 0.55% | 0.55% | 3 | +89,124 | 0.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 121,385,406 | 8,938,821 | 6.06% | 6.24% | 4 | +3,604,204 | 3.06% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 78,903,250 | 5,844,362 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 56,134,617 | 4,133,752 | 16.21% | — | 6 | +56,134,617 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26,033,142 | 1,917,080 | 0.36% | 0.33% | 7 | +1,389,558 | 5.64% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,672,831 | 1,890,547 | 0.14% | 0.13% | 8 | +1,720,405 | 7.18% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 24,193,579 | 1,781,615 | 7.22% | 6.45% | 9 | +2,920,592 | 13.73% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,879,834 | 1,758,510 | 0.47% | 0.47% | 10 | +2,409,801 | 11.22% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 19,093,602 | 1,406,052 | 0.37% | 0.38% | 11 | +506,926 | 2.73% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 18,628,006 | 1,371,765 | 1.26% | 1.31% | 12 | +772,895 | 4.33% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,033,303 | 1,254,332 | 0.68% | — | 13 | +17,033,303 | New | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 16,874,567 | 1,242,643 | 6.0% | 3.39% | 14 | +8,819,590 | 109.49% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,731,470 | 1,011,185 | 0.12% | 0.13% | 15 | -527,154 | -3.7% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,121,494 | 892,626 | 0.77% | 0.78% | 16 | -766,236 | -5.95% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 11,054,067 | 814,021 | 0.02% | — | 17 | +11,054,067 | New | Q1 2026 | May 15, 2026 |
| Arizona PSPRS Trust | History | Added to | 9,869,636 | 726,799 | 26.74% | 26.74% | 18 | +62,627 | 0.64% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,443,157 | 695,028 | 0.16% | 0.1% | 19 | +3,483,360 | 58.45% | Q1 2026 | May 15, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 8,862,905 | 652,664 | 1.94% | 1.6% | 20 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 8,627,785 | 635,350 | 9.12% | 9.47% | 21 | +674,178 | 8.48% | Q1 2026 | Apr 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 8,579,414 | 631,788 | 23.1% | 22.43% | 22 | +572,921 | 7.16% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 8,538,607 | 628,783 | 0.01% | 0.01% | 23 | -32,459 | -0.38% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,756,971 | 571,223 | 0.18% | 0.18% | 24 | +21,863 | 0.28% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,625,939 | 561,574 | 0.6% | 0.62% | 25 | -65,646 | -0.85% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 7,113,723 | 523,854 | 9.08% | 8.72% | 26 | +476,974 | 7.19% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 6,762,413 | 497,984 | 0.07% | 0.07% | 27 | +546,497 | 8.79% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,577,371 | 410,717 | 0.07% | 0.07% | 28 | +126,398 | 2.32% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 5,348,975 | 393,898 | 0.01% | 0.01% | 29 | +155,911 | 3.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,230,610 | 381,156 | 0.55% | 0.41% | 30 | +1,042,241 | 24.88% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 4,951,598 | 364,635 | 0.74% | 0.7% | 31 | +314,725 | 6.79% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 4,241,740 | 312,361 | 4.29% | 3.22% | 32 | +1,209,458 | 39.89% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,207,293 | 307,642 | 0.15% | 0.16% | 33 | +626,886 | 17.51% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,053,484 | 298,501 | 0.32% | 0.33% | 34 | -17,796 | -0.44% | Q1 2026 | May 05, 2026 |
| M&T BANK CORP | History | Added to | 4,016,196 | 295,752 | 1.01% | 0.91% | 35 | +178,914 | 4.66% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,622,747 | 266,779 | 0.15% | 0.15% | 36 | -114,613 | -3.07% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,600,796 | 265,162 | 0.06% | 0.07% | 37 | -30,746 | -0.85% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 3,215,296 | 236,774 | 0.79% | 0.72% | 38 | +213,535 | 7.11% | Q1 2026 | Apr 24, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,748,378 | 202,390 | 5.16% | 4.87% | 39 | +204,260 | 8.03% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,707,953 | 199,414 | 0.51% | 0.49% | 40 | +223,668 | 9.0% | Q1 2026 | Apr 30, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 2,655,286 | 195,535 | 3.95% | 3.94% | 41 | +10,031 | 0.38% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,644,586 | 194,747 | 0.54% | 0.5% | 42 | -140,046 | -5.03% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,599,326 | 191,414 | 1.01% | 0.9% | 43 | +871,946 | 50.48% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,596,461 | 191,203 | 0.26% | 0.27% | 44 | -186,584 | -6.7% | Q1 2026 | Apr 27, 2026 |
| Stairway Partners, LLC | History | Added to | 2,573,111 | 189,483 | 9.82% | 9.59% | 45 | +73,200 | 2.93% | Q1 2026 | Apr 02, 2026 |
| CHOREO, LLC | History | Added to | 2,439,340 | 179,627 | 2.21% | 2.04% | 46 | +280,945 | 13.02% | Q1 2026 | May 12, 2026 |
| Foster Group, Inc. | History | Added to | 2,434,537 | 179,279 | 5.34% | 5.18% | 47 | +121,922 | 5.27% | Q1 2026 | Apr 13, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,395,967 | 176,438 | 2.73% | 2.9% | 48 | +19,254 | 0.81% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,359,609 | 173,777 | 0.25% | 0.23% | 49 | +206,240 | 9.58% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,206,842 | 162,511 | 8.6% | 8.4% | 50 | +129,014 | 6.21% | Q1 2026 | Apr 24, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 2,192,270 | 161,394 | 11.31% | 10.54% | 51 | +314,424 | 16.74% | Q1 2026 | Apr 24, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 2,156,873 | 157,688 | 15.72% | 14.42% | 52 | +136,173 | 6.74% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,122,005 | 156,264 | 2.71% | 2.58% | 53 | +216,798 | 11.38% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 2,113,128 | 155,559 | 0.18% | 0.15% | 54 | +429,054 | 25.48% | Q1 2026 | May 13, 2026 |
| MCMORGAN & CO LLC | History | Added to | 1,995,233 | 146,928 | 23.77% | 24.13% | 55 | +28,856 | 1.47% | Q1 2026 | May 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,889,555 | 139,146 | 8.89% | 8.36% | 56 | +108,446 | 6.09% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,825,484 | 134,428 | 1.49% | 1.79% | 57 | +38,417 | 2.15% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,822,695 | 134,223 | 0.52% | — | 58 | +1,822,695 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,817,727 | 133,857 | 0.19% | 0.17% | 59 | +128,801 | 7.63% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,796,418 | 133,042 | 1.97% | 2.42% | 60 | +142,630 | 8.62% | Q1 2026 | Apr 20, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,782,940 | 131,527 | 11.8% | 11.71% | 61 | +71,054 | 4.15% | Q1 2026 | Apr 20, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,771,936 | 130,485 | 7.03% | 6.96% | 62 | +5,966 | 0.34% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 1,748,560 | 128,763 | 5.51% | 4.99% | 63 | +186,402 | 11.93% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,733,719 | 127,671 | 0.28% | 0.29% | 64 | -19,939 | -1.14% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 1,601,843 | 117,960 | 0.22% | 0.24% | 65 | -116,262 | -6.77% | Q1 2026 | May 14, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 1,591,957 | 117,231 | 17.78% | 19.72% | 66 | -90,130 | -5.36% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 1,583,689 | 116,622 | 2.53% | 2.5% | 67 | +149,849 | 10.45% | Q1 2026 | May 04, 2026 |
| Trajan Wealth LLC | History | Added to | 1,556,487 | 114,619 | 4.63% | 4.39% | 68 | +134,025 | 9.42% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,545,387 | 113,802 | 4.39% | 4.79% | 69 | -67,564 | -4.19% | Q1 2026 | Apr 28, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,543,560 | 113,667 | 8.07% | 6.54% | 70 | +31,866 | 2.11% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,540,374 | 113,433 | 0.07% | 0.04% | 71 | +654,161 | 73.82% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Reduced | 1,491,319 | 109,820 | 12.25% | 17.38% | 72 | -388,213 | -20.65% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,431,140 | 105,389 | 7.08% | 6.87% | 73 | +68,196 | 5.0% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,426,107 | 105,018 | 0.84% | 1.02% | 74 | +272,044 | 23.57% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,424,547 | 104,903 | 1.19% | 1.31% | 75 | -142,131 | -9.07% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,406,434 | 103,569 | 0.39% | 0.39% | 76 | +124,202 | 9.69% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,403,857 | 103,380 | 1.2% | 1.19% | 77 | +79,661 | 6.02% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,388,516 | 102,250 | 3.48% | 3.63% | 78 | -16,040 | -1.14% | Q1 2026 | Apr 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 1,346,630 | 99,165 | 4.81% | 4.63% | 79 | +47,617 | 3.67% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,319,664 | 97,180 | 0.54% | 0.39% | 80 | -195,924 | -12.93% | Q1 2026 | Apr 29, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,316,515 | 96,948 | 2.19% | 2.19% | 81 | +34,789 | 2.71% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,316,285 | 96,933 | 0.39% | 0.37% | 82 | +19,460 | 1.5% | Q1 2026 | May 11, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 1,294,629 | 95,336 | 13.16% | 11.2% | 83 | +191,050 | 17.31% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,286,917 | 95,321 | 0.03% | 0.02% | 84 | +512,121 | 66.1% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,272,662 | 93,718 | 0.12% | 0.11% | 85 | +10,675 | 0.85% | Q1 2026 | May 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,190,886 | 87,696 | 10.53% | 10.69% | 86 | +57,893 | 5.11% | Q1 2026 | Apr 24, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 1,149,292 | 84,633 | 12.27% | 11.34% | 87 | +62,037 | 5.71% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,144,831 | 82,993 | 0.17% | 0.15% | 88 | -296,517 | -20.57% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,123,323 | 82,721 | 0.15% | 0.03% | 89 | +994,161 | 769.7% | Q1 2026 | May 01, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,121,934 | 82,619 | 0.39% | 0.55% | 90 | -155,145 | -12.15% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,115,685 | 82,159 | 0.12% | 0.13% | 91 | -50,645 | -4.34% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 1,107,859 | 81,305 | 0.41% | 0.38% | 92 | +225,728 | 25.59% | Q1 2026 | May 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 1,102,510 | 81,188 | 13.64% | 13.1% | 93 | +70,597 | 6.84% | Q1 2026 | Apr 14, 2026 |
| Constellation Investments, Inc. | History | New | 1,100,000 | 81,004 | 2.69% | — | 94 | +1,100,000 | New | Q1 2026 | Apr 22, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 1,085,910 | 80,433 | 19.08% | 19.08% | 95 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 1,079,257 | 79,477 | 36.38% | 22.87% | 96 | +614,886 | 132.41% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,078,632 | 79,430 | 0.01% | 0.0% | 97 | +1,069,424 | 11614.07% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,072,338 | 78,966 | 0.09% | 0.09% | 98 | +21,709 | 2.07% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,047,183 | 77,114 | 0.57% | 0.6% | 99 | +31,327 | 3.08% | Q1 2026 | Apr 15, 2026 |
| Partners in Financial Planning | History | Added to | 1,046,572 | 77,069 | 12.78% | 12.34% | 100 | +62,257 | 6.32% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 1,036,060 | 76,295 | 0.11% | 0.11% | 101 | +59,951 | 6.14% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,026,577 | 76,038 | 0.3% | 0.3% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,031,002 | 75,923 | 0.07% | 0.05% | 103 | +272,503 | 35.93% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,004,275 | 73,954 | 0.36% | 0.29% | 104 | +246,082 | 32.46% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 984,794 | 72,520 | 0.09% | 0.09% | 105 | -27,207 | -2.69% | Q1 2026 | May 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 968,610 | 71,328 | 7.28% | 7.36% | 106 | -1,992 | -0.21% | Q1 2026 | May 07, 2026 |
| Trust Co | History | Added to | 965,242 | 71,080 | 6.66% | 6.57% | 107 | +20,228 | 2.14% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 960,042 | 70,697 | 0.14% | 0.15% | 108 | -76,064 | -7.34% | Q1 2026 | May 14, 2026 |
| Apriem Advisors | History | Reduced | 935,329 | 68,877 | 6.57% | 7.03% | 109 | -98,142 | -9.5% | Q1 2026 | May 14, 2026 |
| BTC Capital Management, Inc. | History | Added to | 925,778 | 68,178 | 4.61% | 4.48% | 110 | +54,043 | 6.2% | Q1 2026 | Apr 20, 2026 |
| Brio Consultants, LLC | History | Added to | 925,546 | 67,787 | 8.29% | 8.58% | 111 | +33,730 | 3.78% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 919,306 | 67,697 | 0.01% | 0.07% | 112 | -4,251,815 | -82.22% | Q1 2026 | May 05, 2026 |
| Joule Financial, LLC | History | Added to | 917,595 | 67,571 | 19.68% | 19.95% | 113 | +18,722 | 2.08% | Q1 2026 | Apr 14, 2026 |
| TSG Advice Partners, LLC | History | Added to | 905,636 | 66,691 | 9.99% | 8.01% | 114 | +196,843 | 27.77% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | Added to | 899,249 | 66,220 | 2.29% | 1.91% | 115 | +207,604 | 30.02% | Q1 2026 | May 06, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 883,154 | 65,035 | 2.73% | 2.54% | 116 | -571 | -0.06% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 843,135 | 62,088 | 4.16% | 6.31% | 117 | -416,426 | -33.06% | Q1 2026 | Apr 10, 2026 |
| Symmetry Partners, LLC | History | Added to | 832,346 | 61,293 | 3.5% | 3.23% | 118 | +96,141 | 13.06% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 828,114 | 60,982 | 5.48% | 5.65% | 119 | +8,391 | 1.02% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 817,815 | 60,223 | 3.8% | 4.41% | 120 | -86,301 | -9.55% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 808,536 | 59,540 | 1.64% | 1.61% | 121 | +20,669 | 2.62% | Q1 2026 | Apr 23, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 807,177 | 59,440 | 7.68% | 7.25% | 122 | +28,073 | 3.6% | Q1 2026 | May 05, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 797,786 | 58,589 | 9.59% | 11.26% | 123 | -123,099 | -13.37% | Q1 2026 | Apr 20, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 790,110 | 58,183 | 2.57% | 3.47% | 124 | -249,778 | -24.02% | Q1 2026 | Apr 09, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 789,600 | 58,146 | 3.36% | 5.24% | 125 | -717,300 | -47.6% | Q1 2026 | Apr 16, 2026 |
| Newton One Investments LLC | History | Added to | 786,765 | 57,937 | 15.72% | 16.6% | 126 | +26,877 | 3.54% | Q1 2026 | Apr 24, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 783,746 | 57,715 | 8.39% | 8.06% | 127 | +12,484 | 1.62% | Q1 2026 | Apr 08, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 782,000 | 57,586 | 2.11% | 1.78% | 128 | +62,000 | 8.61% | Q1 2026 | May 06, 2026 |
| Steele Capital Management, Inc. | History | Added to | 760,472 | 56,001 | 2.32% | 1.78% | 129 | +201,327 | 36.01% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 749,709 | 55,208 | 0.43% | 0.43% | 130 | +22,194 | 3.05% | Q1 2026 | May 01, 2026 |
| Twele Capital Management, Inc. | History | Added to | 748,499 | 55,119 | 9.83% | 9.76% | 131 | +11,243 | 1.52% | Q1 2026 | Apr 07, 2026 |
| Elm Partners Management LLC | History | Reduced | 745,556 | 54,783 | 2.37% | 3.33% | 132 | -246,416 | -24.84% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 739,826 | 54,480 | 2.4% | 2.37% | 133 | +22,373 | 3.12% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 738,514 | 54,221 | 0.51% | 0.74% | 134 | -193,898 | -20.8% | Q1 2026 | Apr 07, 2026 |
| Cambridge Advisors Inc. | History | Added to | 730,638 | 53,804 | 10.44% | 10.3% | 135 | +45 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Added to | 730,405 | 53,787 | 1.53% | 1.13% | 136 | +241,280 | 49.33% | Q1 2026 | Apr 09, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 725,952 | 53,459 | 20.64% | 21.32% | 137 | -19,214 | -2.58% | Q1 2026 | Apr 29, 2026 |
| West Financial Advisors, LLC | History | Added to | 719,344 | 52,972 | 8.99% | 8.91% | 138 | +6,423 | 0.9% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Reduced | 716,173 | 52,738 | 16.77% | 17.39% | 139 | -20,106 | -2.73% | Q1 2026 | Apr 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 713,200 | 52,520 | 0.83% | 0.86% | 140 | -3,292 | -0.46% | Q1 2026 | May 13, 2026 |
| SimpliFi, Inc. | History | Added to | 691,501 | 50,922 | 21.38% | 21.3% | 141 | +11,654 | 1.71% | Q1 2026 | Apr 22, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 687,727 | 50,644 | 13.95% | 13.93% | 142 | +13,228 | 1.96% | Q1 2026 | Apr 14, 2026 |
| GuidedMoney, LLC | History | Added to | 686,802 | 50,576 | 26.55% | 26.1% | 143 | +27,084 | 4.11% | Q1 2026 | May 05, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 679,323 | 50,025 | 8.13% | 8.03% | 144 | +15,018 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Added to | 672,981 | 49,558 | 4.23% | 3.97% | 145 | +68,432 | 11.32% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 671,518 | 49,450 | 1.52% | 1.66% | 146 | -93,327 | -12.2% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | Reduced | 668,994 | 49,265 | 6.18% | 6.42% | 147 | -9,729 | -1.43% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 667,292 | 49,139 | 0.48% | 0.42% | 148 | +90,134 | 15.62% | Q1 2026 | May 08, 2026 |
| Howard Capital Management Inc. | History | No change | 661,100 | 48,683 | 0.8% | 0.63% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 646,202 | 47,586 | 6.05% | 4.64% | 150 | +167,908 | 35.11% | Q1 2026 | Apr 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 630,752 | 46,448 | 20.03% | 19.88% | 151 | +36,998 | 6.23% | Q1 2026 | May 01, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 624,975 | 46,023 | 22.14% | 21.39% | 152 | +31,614 | 5.33% | Q1 2026 | Apr 22, 2026 |
| Boston Partners | History | Reduced | 616,170 | 45,374 | 0.05% | 0.05% | 153 | -4,701 | -0.76% | Q1 2026 | May 11, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 611,049 | 44,997 | 8.07% | 7.59% | 154 | +93,653 | 18.1% | Q1 2026 | Apr 10, 2026 |
| Jordan Park Group LLC | History | Added to | 610,934 | 44,989 | 2.4% | 2.28% | 155 | +79,957 | 15.06% | Q1 2026 | May 11, 2026 |
| Gridiron Partners, LLC | History | Reduced | 589,666 | 43,275 | 26.44% | 24.98% | 156 | -2,353 | -0.4% | Q1 2026 | Apr 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 585,128 | 43,088 | 2.28% | 2.3% | 157 | -4,462 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 581,483 | 42,820 | 1.14% | 0.37% | 158 | +388,269 | 200.95% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Added to | 580,915 | 42,778 | 2.77% | 2.44% | 159 | +78,641 | 15.66% | Q1 2026 | Apr 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 573,704 | 42,247 | 3.36% | 2.18% | 160 | +195,905 | 51.85% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Reduced | 558,331 | 41,080 | 0.2% | 0.22% | 161 | -410 | -0.07% | Q1 2026 | May 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 554,605 | 40,841 | 6.61% | 8.07% | 162 | -115,252 | -17.21% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 549,980 | 40,500 | 0.74% | 0.78% | 163 | -10,058 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 541,119 | 39,848 | 4.47% | 3.92% | 164 | +27,335 | 5.32% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 540,891 | 39,831 | 1.13% | 1.12% | 165 | +14,859 | 2.82% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 538,041 | 39,621 | 0.56% | 0.49% | 166 | +28,816 | 5.66% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 533,714 | 39,500 | 1.52% | 0.88% | 167 | +240,150 | 81.8% | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | Added to | 527,933 | 38,876 | 3.5% | 3.44% | 168 | +4,033 | 0.77% | Q1 2026 | May 11, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 522,354 | 38,466 | 7.92% | 7.85% | 169 | +7,679 | 1.49% | Q1 2026 | Apr 15, 2026 |
| Addison Capital Co | History | Added to | 517,197 | 38,086 | 6.77% | 6.19% | 170 | +182,495 | 54.52% | Q1 2026 | Apr 29, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 516,444 | 38,030 | 9.65% | 9.63% | 171 | -238 | -0.05% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 510,772 | 37,613 | 0.06% | 0.04% | 172 | +167,895 | 48.97% | Q1 2026 | May 15, 2026 |
| Sherwood Financial Partners, LLC | History | Added to | 501,939 | 36,962 | 32.68% | 31.41% | 173 | +9,972 | 2.03% | Q1 2026 | May 11, 2026 |
| MA Private Wealth | History | Added to | 493,776 | 36,361 | 6.15% | 4.74% | 174 | +110,434 | 28.81% | Q1 2026 | May 07, 2026 |
| Level Wealth Management LLC | History | Added to | 490,003 | 36,083 | 16.9% | 15.97% | 175 | +68,301 | 16.2% | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 484,880 | 35,706 | 2.67% | 2.6% | 176 | +9,635 | 2.03% | Q1 2026 | May 04, 2026 |
| Tenon Financial LLC | History | Added to | 480,853 | 35,410 | 13.91% | 13.43% | 177 | +50,784 | 11.81% | Q1 2026 | Apr 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 477,762 | 35,182 | 3.81% | 3.7% | 178 | -123,460 | -20.53% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 477,240 | 35,143 | 1.58% | 1.68% | 179 | -5,579 | -1.16% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 476,895 | 35,118 | 1.88% | 2.54% | 180 | -100,578 | -17.42% | Q1 2026 | Apr 16, 2026 |
| Carr Financial Group Corp | History | Added to | 473,626 | 34,877 | 9.2% | 8.55% | 181 | +39,272 | 9.04% | Q1 2026 | May 12, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 469,254 | 34,481 | 17.62% | — | 182 | +469,254 | New | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 468,222 | 34,479 | 27.13% | 27.44% | 183 | +21,666 | 4.85% | Q1 2026 | Apr 16, 2026 |
| Hirtle & Co., LLC | History | Added to | 467,646 | 34,437 | 1.18% | 1.11% | 184 | +27,001 | 6.13% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 467,161 | 34,401 | 0.16% | 0.15% | 185 | +27,076 | 6.15% | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | Added to | 459,348 | 33,826 | 8.94% | 8.9% | 186 | +27,582 | 6.39% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 458,053 | 33,731 | 0.0% | 0.0% | 187 | +149,020 | 48.22% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 451,083 | 33,217 | 2.86% | 2.83% | 188 | +8,032 | 1.81% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 447,772 | 32,973 | 0.1% | 0.1% | 189 | +70,546 | 18.7% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 445,436 | 32,801 | 2.52% | 0.79% | 190 | +289,800 | 186.2% | Q1 2026 | May 13, 2026 |
| Sound Stewardship, LLC | History | Added to | 441,418 | 32,506 | 14.89% | 14.84% | 191 | +23,354 | 5.59% | Q1 2026 | Apr 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 435,548 | 32,073 | 4.02% | — | 192 | +435,548 | New | Q1 2026 | Apr 16, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 434,861 | 32,023 | 10.02% | 12.34% | 193 | -72,892 | -14.36% | Q1 2026 | May 06, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 434,311 | 31,982 | 7.86% | 7.46% | 194 | +30,112 | 7.45% | Q1 2026 | Apr 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 433,805 | 31,945 | 0.06% | 0.05% | 195 | +56,089 | 14.85% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Added to | 431,128 | 31,748 | 2.75% | 2.69% | 196 | +19,320 | 4.69% | Q1 2026 | May 08, 2026 |
| KWMG, LLC | History | Added to | 430,249 | 31,683 | 2.65% | 2.63% | 197 | +17,569 | 4.26% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 417,425 | 30,739 | 0.97% | 0.95% | 198 | +17,759 | 4.44% | Q1 2026 | Apr 08, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 416,044 | 30,637 | 20.53% | 20.33% | 199 | +15,584 | 3.89% | Q1 2026 | Apr 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 412,148 | 30,350 | 0.39% | 0.37% | 200 | +22,221 | 5.7% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 410,884 | 30,257 | 5.94% | 5.49% | 201 | +22,303 | 5.74% | Q1 2026 | May 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 409,862 | 30,182 | 3.19% | 3.5% | 202 | -19,964 | -4.64% | Q1 2026 | Apr 17, 2026 |
| Stephens Consulting, LLC | History | No change | 407,094 | 30,153 | 9.74% | 9.74% | 203 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 407,882 | 30,036 | 0.44% | 0.46% | 204 | +9,381 | 2.35% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 406,443 | 29,930 | 4.17% | 7.24% | 205 | +45,848 | 12.71% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 402,645 | 29,650 | 0.01% | 0.0% | 206 | +402,592 | 759607.55% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 400,714 | 29,508 | 1.31% | 1.26% | 207 | +22,904 | 6.06% | Q1 2026 | May 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 400,097 | 29,463 | 4.27% | 3.9% | 208 | +34,922 | 9.56% | Q1 2026 | May 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 399,043 | 29,385 | 6.74% | 6.57% | 209 | +19,334 | 5.09% | Q1 2026 | May 04, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 388,685 | 28,789 | 2.62% | 1.29% | 210 | +218,402 | 128.26% | Q1 2026 | Apr 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 389,275 | 28,666 | 0.45% | 0.15% | 211 | +269,558 | 225.16% | Q1 2026 | May 04, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 388,947 | 28,642 | 9.57% | 9.42% | 212 | +1,789 | 0.46% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 607,474 | 28,552 | 1.32% | 0.29% | 213 | -480,594 | -44.17% | Q1 2026 | May 15, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 385,737 | 28,405 | 14.8% | 13.91% | 214 | +43,285 | 12.64% | Q1 2026 | Apr 22, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 383,389 | 28,232 | 3.92% | 3.84% | 215 | +12,100 | 3.26% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 382,924 | 28,198 | 0.78% | 0.7% | 216 | +40,425 | 11.8% | Q1 2026 | Apr 21, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 382,675 | 28,180 | 6.85% | 6.72% | 217 | +6,491 | 1.73% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 380,955 | 28,053 | 2.39% | 2.52% | 218 | -26,656 | -6.54% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 380,700 | 28,034 | 1.64% | 1.68% | 219 | -20,000 | -4.99% | Q1 2026 | May 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 378,907 | 27,902 | 0.23% | 0.45% | 220 | -400,819 | -51.41% | Q1 2026 | Apr 24, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 377,904 | 27,828 | 3.09% | 2.38% | 221 | +86,840 | 29.84% | Q1 2026 | May 07, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 375,658 | 27,663 | 15.04% | 13.6% | 222 | +41,500 | 12.42% | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 375,214 | 27,630 | 5.79% | 5.9% | 223 | +15,598 | 4.34% | Q1 2026 | Apr 30, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 371,207 | 27,335 | 11.57% | 11.32% | 224 | +12,685 | 3.54% | Q1 2026 | Apr 15, 2026 |
| Legacy Private Trust Co. | History | Added to | 371,006 | 27,320 | 1.68% | 1.59% | 225 | +5,013 | 1.37% | Q1 2026 | Apr 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 370,015 | 27,247 | 1.66% | 0.41% | 226 | -1,948,291 | -84.04% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 369,109 | 27,181 | 0.04% | 0.03% | 227 | +45,630 | 14.11% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 363,057 | 26,735 | 1.73% | 1.73% | 228 | +5,175 | 1.45% | Q1 2026 | Apr 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 360,158 | 26,522 | 1.28% | 1.52% | 229 | +7,890 | 2.24% | Q1 2026 | May 01, 2026 |
| Verus Advisory, Inc. | History | No change | 354,323 | 26,312 | 17.17% | 17.17% | 230 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| New Jersey Better Educational Savings Trust | History | Reduced | 354,594 | 26,112 | 42.87% | 47.08% | 231 | -18,771 | -5.03% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 353,289 | 26,016 | 0.58% | 0.28% | 232 | +184,345 | 109.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 351,667 | 25,896 | 0.05% | 0.05% | 233 | -33,614 | -8.72% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 350,377 | 25,801 | 0.16% | 0.15% | 234 | +30,285 | 9.46% | Q1 2026 | May 05, 2026 |
| Karpus Management, Inc. | History | Reduced | 349,587 | 25,743 | 0.8% | 1.51% | 235 | -315,448 | -47.43% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 349,392 | 25,729 | 1.33% | 1.17% | 236 | +53,030 | 17.89% | Q1 2026 | Apr 21, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 347,721 | 25,616 | 6.7% | 6.49% | 237 | +31,850 | 10.08% | Q1 2026 | May 01, 2026 |
| Fonville Wealth Management LLC | History | Added to | 345,744 | 25,460 | 4.85% | 5.22% | 238 | +1,112 | 0.32% | Q1 2026 | Apr 20, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 345,212 | 25,421 | 20.13% | 18.94% | 239 | +27,015 | 8.49% | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 342,399 | 25,214 | 0.19% | 0.2% | 240 | +1,969 | 0.58% | Q1 2026 | May 15, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 339,926 | 25,032 | 12.2% | — | 241 | +339,926 | New | Q1 2026 | Apr 09, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 336,345 | 24,768 | 5.05% | 4.57% | 242 | +23,176 | 7.4% | Q1 2026 | Apr 14, 2026 |
| Wealth Analytics Partners, LLC | History | Added to | 335,035 | 24,671 | 10.03% | 9.08% | 243 | +22,380 | 7.16% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 333,211 | 24,533 | 1.07% | 1.05% | 244 | +11,396 | 3.54% | Q1 2026 | May 08, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 332,164 | 24,460 | 7.33% | 9.53% | 245 | -21,427 | -6.06% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Reduced | 330,479 | 24,263 | 1.82% | 1.94% | 246 | -23,446 | -6.62% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | Reduced | 325,719 | 23,985 | 0.25% | 0.36% | 247 | -128,406 | -28.28% | Q1 2026 | May 11, 2026 |
| Five Pine Wealth Management | History | Added to | 323,481 | 23,820 | 14.81% | 14.75% | 248 | +12,990 | 4.18% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 322,625 | 23,706 | 0.86% | 0.54% | 249 | +132,541 | 69.73% | Q1 2026 | May 15, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 319,615 | 23,536 | 7.79% | 7.07% | 250 | +38,891 | 13.85% | Q1 2026 | Apr 17, 2026 |
| Ellevest, Inc. | History | Added to | 318,149 | 23,428 | 3.26% | 2.97% | 251 | +28,309 | 9.77% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 316,089 | 23,277 | 0.06% | 0.05% | 252 | +36,837 | 13.19% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 315,208 | 23,211 | 0.13% | 0.11% | 253 | +38,560 | 13.94% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 314,124 | 23,132 | 9.08% | 10.01% | 254 | -18,304 | -5.51% | Q1 2026 | Apr 17, 2026 |
| Estate Counselors, LLC | History | Added to | 313,820 | 23,109 | 2.06% | 1.24% | 255 | +113,380 | 56.57% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 312,565 | 23,017 | 0.26% | 0.23% | 256 | +33,629 | 12.06% | Q1 2026 | May 05, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 312,305 | 22,998 | 18.33% | 18.23% | 257 | +16,700 | 5.65% | Q1 2026 | May 05, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 307,025 | 22,609 | 12.84% | 12.09% | 258 | +25,302 | 8.98% | Q1 2026 | Apr 06, 2026 |
| Brookstone Capital Management | History | Added to | 297,408 | 21,901 | 0.25% | 0.14% | 259 | +135,333 | 83.5% | Q1 2026 | Apr 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 297,401 | 21,900 | 0.9% | 0.85% | 260 | +21,103 | 7.64% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 297,223 | 21,887 | 0.67% | 0.67% | 261 | -1,992 | -0.67% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 294,841 | 21,712 | 0.01% | 0.01% | 262 | -22,224 | -7.01% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 294,602 | 21,635 | 0.8% | 0.27% | 263 | +271,665 | 1184.4% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 291,378 | 21,457 | 0.47% | 0.27% | 264 | +116,097 | 66.23% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Added to | 290,664 | 21,404 | 1.12% | 1.02% | 265 | +11,085 | 3.96% | Q1 2026 | May 14, 2026 |
| Veery Capital, LLC | History | Added to | 287,876 | 21,199 | 6.5% | 6.22% | 266 | +14,241 | 5.2% | Q1 2026 | Apr 09, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 285,989 | 21,183 | 1.55% | 1.55% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 287,051 | 21,138 | 0.23% | 0.21% | 268 | +28,813 | 11.16% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 285,353 | 21,013 | 0.11% | 0.11% | 269 | +10,682 | 3.89% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 285,057 | 20,991 | 0.12% | 0.02% | 270 | +249,656 | 705.22% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 283,302 | 20,862 | 1.27% | 1.19% | 271 | +22,176 | 8.49% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 283,189 | 20,854 | 4.1% | 4.16% | 272 | -4,861 | -1.69% | Q1 2026 | Apr 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 280,718 | 20,672 | 4.37% | 4.26% | 273 | +8,532 | 3.13% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 279,601 | 20,589 | 0.2% | 0.23% | 274 | -1,298 | -0.46% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 279,427 | 20,577 | 0.01% | 0.02% | 275 | -216,843 | -43.69% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 277,700 | 20,449 | 0.72% | 0.71% | 276 | +5,639 | 2.07% | Q1 2026 | May 06, 2026 |
| ROGCO, LP | History | Added to | 275,613 | 20,296 | 6.78% | 6.1% | 277 | +27,004 | 10.86% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 274,461 | 20,211 | 0.03% | 0.04% | 278 | -85,978 | -23.85% | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 274,366 | 20,204 | 5.89% | 5.88% | 279 | +7,961 | 2.99% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 266,159 | 19,599 | 0.0% | 0.01% | 280 | -68,738 | -20.53% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 265,985 | 19,587 | 1.1% | 1.09% | 281 | +5,551 | 2.13% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 263,301 | 19,384 | 0.12% | 0.11% | 282 | +9,345 | 3.68% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 260,374 | 19,324 | 1.3% | 1.3% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 264,104 | 19,319 | 0.51% | 0.02% | 284 | +258,372 | 4507.54% | Q1 2026 | May 14, 2026 |
| Financial Architects, LLC | History | Added to | 262,008 | 19,294 | 10.18% | 9.96% | 285 | +11,964 | 4.78% | Q1 2026 | Apr 21, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 259,795 | 19,243 | 5.64% | 5.64% | 286 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 259,283 | 19,093 | 7.9% | 7.64% | 287 | +8,872 | 3.54% | Q1 2026 | Apr 08, 2026 |
| BFSG, LLC | History | Added to | 258,311 | 19,022 | 1.8% | 1.67% | 288 | +25,877 | 11.13% | Q1 2026 | Apr 28, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 255,450 | 18,811 | 8.21% | 7.89% | 289 | +8,026 | 3.24% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 254,823 | 18,765 | 0.04% | 0.02% | 290 | +111,949 | 78.36% | Q1 2026 | May 01, 2026 |
| TLT Family Holdco ULC | History | Added to | 254,300 | 18,726 | 2.59% | 1.65% | 291 | +51,200 | 25.21% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | Added to | 252,934 | 18,626 | 5.26% | 5.56% | 292 | +3,558 | 1.43% | Q1 2026 | Apr 24, 2026 |
| Madrona Financial Services, LLC | History | Added to | 251,636 | 18,530 | 4.06% | 2.78% | 293 | +76,034 | 43.3% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 251,302 | 18,505 | 0.44% | 0.02% | 294 | +240,350 | 2194.58% | Q1 2026 | May 15, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 250,614 | 18,455 | 11.68% | 11.56% | 295 | +4,290 | 1.74% | Q1 2026 | Apr 22, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 248,875 | 18,327 | 1.79% | 1.73% | 296 | +6,085 | 2.51% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 246,982 | 18,187 | 0.22% | 0.2% | 297 | +9,436 | 3.97% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 245,309 | 18,170 | 1.06% | 1.06% | 298 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 246,197 | 18,129 | 1.62% | 1.89% | 299 | +25,860 | 11.74% | Q1 2026 | May 12, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 244,867 | 18,032 | 4.06% | 3.8% | 300 | +26,374 | 12.07% | Q1 2026 | Apr 22, 2026 |