VANGUARD BOND INDEX FUNDS - BSV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 50,651,293 | 3,946,244 | 4.88% | 4.88% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 43,838,959 | 3,415,493 | 2.0% | 2.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 32,321,588 | 2,518,120 | 0.59% | 0.59% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Empower Advisory Group, LLC | History | No change | 24,303,617 | 1,893,494 | 4.52% | 4.52% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 23,641,308 | 1,841,894 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,453,685 | 1,593,546 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,863,841 | 1,315,716 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 15,333,291 | 1,194,616 | 5.07% | 5.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,269,104 | 955,885 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,933,587 | 773,925 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truepoint, Inc. | History | No change | 7,420,247 | 578,111 | 12.07% | 12.07% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 7,261,254 | 565,724 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,215,410 | 562,152 | 0.86% | 0.86% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,757,611 | 526,485 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,131,559 | 321,889 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 3,979,162 | 310,016 | 7.93% | 7.93% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 3,963,408 | 308,789 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 3,956,884 | 308,280 | 0.43% | 0.43% | 18 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,631,159 | 282,903 | 1.41% | 1.41% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,590,227 | 279,714 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,512,006 | 273,620 | 0.33% | 0.33% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,981,848 | 232,315 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,777,145 | 216,367 | 0.27% | 0.27% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 2,702,880 | 210,581 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Link Financial Advisors, LLC | History | No change | 2,608,375 | 203,218 | 11.75% | 11.75% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,571,864 | 200,373 | 7.66% | 7.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,459,500 | 191,619 | 0.87% | 0.87% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,174,156 | 169,388 | 0.2% | 0.2% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 2,168,154 | 168,920 | 0.17% | 0.17% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,160,462 | 168,321 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,101,516 | 163,977 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,090,052 | 162,870 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT, LLC | History | No change | 1,981,763 | 154,399 | 2.47% | 2.47% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,823,344 | 142,020 | 0.78% | 0.78% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,702,387 | 132,633 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,689,123 | 131,599 | 1.4% | 1.4% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | No change | 1,579,884 | 122,646 | 1.73% | 1.73% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| National Philanthropic Trust | History | No change | 1,546,257 | 120,468 | 1.74% | 1.74% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 1,466,522 | 114,287 | 0.47% | 0.47% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,459,721 | 113,727 | 0.26% | 0.26% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RW Investment Management LLC | History | No change | 1,396,886 | 108,831 | 9.55% | 9.55% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,358,912 | 105,872 | 2.74% | 2.74% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 1,350,385 | 105,208 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 1,341,056 | 104,856 | 0.31% | 0.31% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,331,971 | 103,122 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,303,886 | 101,585 | 0.47% | 0.47% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Smithfield Trust Co | History | No change | 1,264,331 | 98,494 | 3.93% | 3.93% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RS CRUM INC. | History | No change | 1,254,488 | 97,737 | 18.32% | 18.32% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,244,826 | 96,984 | 0.48% | 0.48% | 49 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,207,656 | 94,088 | 0.43% | 0.43% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,204,888 | 93,872 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 1,184,318 | 92,270 | 2.49% | 2.49% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 1,173,676 | 91,988 | 1.52% | 1.52% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,113,171 | 86,727 | 0.17% | 0.17% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,082,377 | 84,328 | 0.47% | 0.47% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,043,342 | 81,286 | 0.93% | 0.93% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martel Wealth Advisors LLC | History | No change | 996,458 | 77,634 | 12.21% | 12.21% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 980,902 | 76,423 | 0.65% | 0.65% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 970,658 | 75,623 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 939,116 | 73,166 | 0.35% | 0.35% | 60 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 893,913 | 71,230 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Integris Wealth Management, LLC | History | No change | 898,698 | 70,017 | 14.14% | 14.14% | 62 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 873,886 | 68,084 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MERCHANTS CORP | History | No change | 871,815 | 67,923 | 2.39% | 2.39% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 868,054 | 67,630 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 865,925 | 67,464 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 861,105 | 67,088 | 21.46% | 21.46% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 847,131 | 65,999 | 5.54% | 5.54% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gemmer Asset Management LLC | History | No change | 838,296 | 65,311 | 4.39% | 4.39% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 808,296 | 62,974 | 1.45% | 1.45% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| International City Management Association Retirement Corp | History | No change | 776,816 | 60,521 | 26.31% | 26.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 754,764 | 58,803 | 0.55% | 0.55% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 739,365 | 57,603 | 0.68% | 0.68% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trajan Wealth LLC | History | No change | 728,258 | 56,738 | 2.14% | 2.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 675,069 | 52,594 | 5.95% | 5.95% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Betterment LLC | History | No change | 663,160 | 51,667 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 636,517 | 49,591 | 0.39% | 0.39% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Symmetry Partners, LLC | History | No change | 635,551 | 49,515 | 2.52% | 2.52% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Capital Management LLC | History | No change | 633,341 | 49,343 | 4.03% | 4.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 631,439 | 49,195 | 0.38% | 0.38% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 615,146 | 47,926 | 7.36% | 7.36% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clark Asset Management, LLC | History | No change | 584,361 | 45,527 | 3.57% | 3.57% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Old Peak Finance LLC | History | No change | 567,983 | 44,251 | 21.42% | 21.42% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 566,494 | 44,135 | 5.61% | 5.61% | 84 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Annandale Capital, LLC | History | No change | 556,851 | 43,384 | 5.92% | 5.92% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 551,860 | 42,995 | 0.42% | 0.42% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 548,717 | 42,750 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 502,763 | 39,225 | 3.45% | 3.45% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Partners in Financial Planning | History | No change | 488,983 | 38,096 | 5.78% | 5.78% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 480,920 | 37,468 | 0.8% | 0.8% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 473,565 | 36,895 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthquest Corp | History | No change | 472,218 | 36,790 | 2.32% | 2.32% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Human Investing LLC | History | No change | 468,074 | 36,467 | 4.73% | 4.73% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 465,699 | 36,282 | 0.78% | 0.78% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Planning Associates Inc | History | No change | 462,096 | 36,001 | 19.46% | 19.46% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PDS Planning, Inc | History | No change | 450,644 | 35,109 | 2.03% | 2.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 447,856 | 34,895 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkshire Money Management, Inc. | History | No change | 423,447 | 32,990 | 3.01% | 3.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 418,585 | 32,611 | 8.96% | 8.96% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 415,886 | 32,402 | 0.2% | 0.2% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 412,366 | 32,127 | 0.32% | 0.32% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 409,223 | 31,882 | 0.76% | 0.76% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 402,698 | 31,374 | 0.58% | 0.58% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 401,299 | 31,265 | 3.8% | 3.8% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 396,353 | 30,879 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 389,857 | 30,373 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 385,620 | 30,043 | 0.79% | 0.79% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BARR E S & CO | History | No change | 380,212 | 29,622 | 1.66% | 1.66% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 379,608 | 29,575 | 0.57% | 0.57% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 378,263 | 29,470 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 378,263 | 29,470 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 378,196 | 29,465 | 0.43% | 0.43% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 369,592 | 28,794 | 0.97% | 0.97% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 340,954 | 26,563 | 0.28% | 0.28% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 337,295 | 25,682 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KWMG, LLC | History | No change | 328,412 | 25,586 | 1.85% | 1.85% | 116 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Factor Wealth Management LTD | History | No change | 325,862 | 25,387 | 3.84% | 3.84% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 318,097 | 24,782 | 2.31% | 2.31% | 118 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| XML Financial, LLC | History | No change | 317,267 | 24,718 | 1.8% | 1.8% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 317,149 | 24,709 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 309,533 | 24,115 | 2.1% | 2.1% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BetterWealth, LLC | History | No change | 304,624 | 23,733 | 4.2% | 4.2% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 300,301 | 23,309 | 4.9% | 4.9% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 291,870 | 22,739 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Capital Management, Inc. | History | No change | 291,773 | 22,732 | 1.38% | 1.38% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 287,328 | 22,385 | 7.68% | 7.68% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 280,554 | 21,857 | 0.27% | 0.27% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 279,487 | 21,774 | 1.48% | 1.48% | 128 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 278,085 | 21,665 | 0.53% | 0.53% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 276,323 | 21,528 | 2.82% | 2.82% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greystone Financial Group, LLC | History | No change | 275,668 | 21,477 | 6.0% | 6.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lutz Financial Services LLC | History | No change | 274,930 | 21,419 | 1.3% | 1.3% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allied Investment Advisors, LLC | History | No change | 273,991 | 21,346 | 2.68% | 2.68% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 272,376 | 21,220 | 0.27% | 0.27% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evolution Advisers, Inc. | History | No change | 269,333 | 20,983 | 7.71% | 7.71% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | No change | 266,996 | 20,801 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MilWealth Group LLC | History | No change | 262,722 | 20,468 | 4.37% | 4.37% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waterford Advisors, LLC | History | No change | 421,601 | 20,418 | 5.57% | 5.57% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 259,783 | 20,239 | 0.22% | 0.22% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wiser Wealth Management, Inc | History | No change | 250,382 | 19,507 | 3.73% | 3.73% | 140 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 250,190 | 19,492 | 3.49% | 3.49% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| eCIO, Inc. | History | No change | 249,955 | 19,473 | 5.47% | 5.47% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fort Henry Capital, LLC | History | No change | 248,902 | 19,391 | 10.68% | 10.68% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 247,490 | 19,281 | 0.19% | 0.19% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stephenson & Company, Inc. | History | No change | 245,951 | 19,162 | 8.98% | 8.98% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 240,584 | 18,864 | 0.77% | 0.77% | 146 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brewster Financial Planning LLC | History | No change | 241,799 | 18,838 | 10.34% | 10.34% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 238,422 | 18,575 | 2.01% | 2.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 237,928 | 18,536 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Level Financial Advisors | History | No change | 237,879 | 18,533 | 4.14% | 4.14% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 230,538 | 17,961 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 229,668 | 17,893 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 229,061 | 17,846 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | No change | 228,811 | 17,826 | 1.15% | 1.15% | 154 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 228,325 | 17,788 | 7.01% | 7.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tillman Hartley LLC | History | No change | 228,068 | 17,768 | 3.99% | 3.99% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 227,554 | 17,728 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 226,104 | 17,615 | 5.4% | 5.4% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 223,762 | 17,433 | 4.98% | 4.98% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWAM LLC | History | No change | 223,731 | 17,430 | 0.87% | 0.87% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 217,799 | 16,968 | 1.37% | 1.37% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 216,722 | 16,884 | 0.31% | 0.31% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mustard Seed Financial, LLC | History | No change | 215,391 | 16,781 | 8.72% | 8.72% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 213,928 | 16,667 | 0.82% | 0.82% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Safir Wealth Advisors, LLC | History | No change | 213,718 | 16,650 | 10.82% | 10.82% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 208,728 | 16,262 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 208,717 | 16,261 | 0.29% | 0.29% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 208,650 | 16,255 | 3.76% | 3.76% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oath Planning, LLC | History | No change | 208,593 | 16,251 | 12.06% | 12.06% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 206,533 | 16,090 | 0.14% | 0.14% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 205,530 | 16,012 | 1.98% | 1.98% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST HORIZON CORP | History | No change | 200,338 | 15,608 | 0.6% | 0.6% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SouthState Bank Corp | History | No change | 195,916 | 15,263 | 0.64% | 0.64% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bleakley Financial Group, LLC | History | No change | 194,996 | 15,192 | 0.19% | 0.19% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 192,591 | 15,000 | 0.98% | 0.98% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 190,848 | 14,868 | 5.01% | 5.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harfst & Associates, Inc. | History | No change | 188,444 | 14,681 | 2.28% | 2.28% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 187,015 | 14,570 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 186,511 | 14,531 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 185,737 | 14,471 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 185,661 | 14,464 | 0.69% | 0.69% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 185,356 | 14,441 | 0.48% | 0.48% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 184,685 | 14,388 | 0.53% | 0.53% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SigFig Wealth Management, LLC | History | No change | 183,517 | 14,317 | 0.38% | 0.38% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHOREO, LLC | History | No change | 180,722 | 14,080 | 0.15% | 0.15% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 180,697 | 14,078 | 3.25% | 3.25% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 180,522 | 14,064 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frankly Finances, LLC | History | No change | 179,877 | 14,014 | 11.08% | 11.08% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vawter Financial, Ltd. | History | No change | 173,700 | 13,532 | 5.1% | 5.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 172,159 | 13,412 | 5.48% | 5.48% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 171,474 | 13,359 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMES NATIONAL CORP | History | No change | 170,831 | 13,309 | 7.32% | 7.32% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 168,486 | 13,126 | 0.32% | 0.32% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Disciplina Capital Management LLC | History | No change | 167,162 | 13,023 | 1.35% | 1.35% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 164,517 | 12,835 | 0.42% | 0.42% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 164,471 | 12,813 | 1.96% | 1.96% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 164,155 | 12,789 | 7.3% | 7.3% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone Summit Wealth LLC | History | No change | 163,804 | 12,761 | 3.24% | 3.24% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 163,265 | 12,719 | 5.65% | 5.65% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eaton-Cambridge Inc. | History | No change | 163,016 | 12,700 | 3.57% | 3.57% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 161,003 | 12,543 | 5.35% | 5.35% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 159,082 | 12,393 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | No change | 158,860 | 12,376 | 0.19% | 0.19% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 157,721 | 12,288 | 3.77% | 3.77% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 157,682 | 12,285 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Columbia River Financial Group, LLC | History | No change | 157,171 | 12,245 | 6.58% | 6.58% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 157,083 | 12,238 | 8.0% | 8.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | No change | 155,476 | 12,113 | 0.23% | 0.23% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 154,496 | 12,036 | 0.21% | 0.21% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 154,196 | 12,013 | 3.08% | 3.08% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parker Financial LLC | History | No change | 152,001 | 11,840 | 4.33% | 4.33% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 151,784 | 11,825 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| City State Bank | History | No change | 149,098 | 11,616 | 2.66% | 2.66% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fidato Wealth LLC | History | No change | 148,686 | 11,584 | 6.77% | 6.77% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CGN Advisors LLC | History | No change | 148,625 | 11,579 | 0.85% | 0.85% | 215 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pines Wealth Management, LLC | History | No change | 147,950 | 11,526 | 3.31% | 3.31% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMERCE BANK | History | No change | 147,540 | 11,494 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 147,140 | 11,463 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 146,058 | 11,379 | 1.79% | 1.79% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 145,888 | 11,366 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 145,726 | 11,353 | 9.34% | 9.34% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Adaptive Financial Consulting, LLC | History | No change | 145,499 | 11,335 | 3.97% | 3.97% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 144,402 | 11,250 | 6.52% | 6.52% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ALKEME WEALTH, LLC | History | No change | 144,195 | 11,234 | 4.3% | 4.3% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McAdam, LLC | History | No change | 143,484 | 11,178 | 0.43% | 0.43% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | No change | 142,016 | 11,064 | 1.44% | 1.44% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 141,792 | 11,047 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Financial Network, Inc. | History | No change | 141,122 | 10,994 | 0.34% | 0.34% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 140,590 | 10,953 | 2.06% | 2.06% | 229 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 139,894 | 10,899 | 9.22% | 9.22% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Zeit Capital LLC | History | No change | 139,747 | 10,887 | 6.56% | 6.56% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 139,513 | 10,869 | 0.33% | 0.33% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REDW Wealth LLC | History | No change | 139,165 | 10,842 | 3.88% | 3.88% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 137,193 | 10,688 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tribridge Partners Financial LLC | History | No change | 136,183 | 10,554 | 4.14% | 4.14% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VCI Wealth Management LLC | History | No change | 134,999 | 10,517 | 2.64% | 2.64% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | No change | 134,375 | 10,469 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 133,574 | 10,406 | 3.59% | 3.59% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 133,398 | 10,393 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lynch Investment Planning, LLC | History | No change | 132,781 | 10,344 | 7.95% | 7.95% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 132,302 | 10,307 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 132,255 | 10,304 | 0.21% | 0.21% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisors, LLC | History | No change | 131,806 | 10,269 | 1.42% | 1.42% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HEADINVEST, LLC | History | No change | 128,262 | 9,992 | 1.86% | 1.86% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 127,811 | 9,957 | 0.96% | 0.96% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspire Private Capital, LLC | History | No change | 127,664 | 9,946 | 2.06% | 2.06% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Man Group plc | History | No change | 126,500 | 9,855 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 126,330 | 9,842 | 0.52% | 0.52% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 124,748 | 9,719 | 1.21% | 1.21% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 124,335 | 9,686 | 0.32% | 0.32% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 124,199 | 9,676 | 6.55% | 6.55% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 124,115 | 9,669 | 3.04% | 3.04% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 124,095 | 9,668 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 121,157 | 9,439 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Successful Portfolios LLC | History | No change | 120,461 | 9,348 | 4.37% | 4.37% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 118,556 | 9,236 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 117,442 | 9,149 | 3.84% | 3.84% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 115,941 | 9,032 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 114,395 | 8,916 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 113,043 | 8,807 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 112,429 | 8,759 | 1.04% | 1.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | No change | 110,616 | 8,618 | 0.33% | 0.33% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 109,778 | 8,552 | 2.08% | 2.08% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 109,645 | 8,542 | 5.27% | 5.27% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Planning, LLC. | History | No change | 109,242 | 8,510 | 2.4% | 2.4% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortis Advisors, LLC | History | No change | 108,249 | 8,433 | 3.95% | 3.95% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mills Wealth Advisors LLC | History | No change | 107,263 | 8,356 | 2.63% | 2.63% | 267 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 105,840 | 8,246 | 0.18% | 0.18% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 105,018 | 8,181 | 0.42% | 0.42% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Asset Management Co Inc | History | No change | 104,749 | 8,161 | 1.14% | 1.14% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krane Financial Solutions LLC | History | No change | 104,176 | 8,116 | 5.0% | 5.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 103,693 | 8,078 | 3.41% | 3.41% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 103,475 | 8,061 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 103,194 | 8,039 | 2.51% | 2.51% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | No change | 102,603 | 7,993 | 0.12% | 0.12% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 102,436 | 7,980 | 0.21% | 0.21% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SFAM, LLC | History | No change | 102,303 | 7,970 | 6.5% | 6.5% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uptown Financial Advisors LLC | History | No change | 100,179 | 7,804 | 5.14% | 5.14% | 278 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Management, Inc. | History | No change | 99,616 | 7,761 | 2.38% | 2.38% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterloo Capital, L.P. | History | No change | 99,419 | 7,745 | 0.44% | 0.44% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | No change | 98,677 | 7,687 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 97,469 | 7,593 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellevest, Inc. | History | No change | 212,967 | 7,587 | 0.89% | 0.89% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULBERTSON A N & CO INC | History | No change | 97,226 | 7,574 | 0.88% | 0.88% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Echo45 Advisors LLC | History | No change | 97,127 | 7,567 | 3.91% | 3.91% | 285 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 95,085 | 7,408 | 2.24% | 2.24% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 94,627 | 7,372 | 0.74% | 0.74% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 93,651 | 7,296 | 1.68% | 1.68% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Slow Capital, Inc. | History | No change | 91,262 | 7,110 | 0.83% | 0.83% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 91,055 | 7,094 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bull Street Advisors, LLC | History | No change | 91,041 | 7,093 | 3.24% | 3.24% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prudent Man Advisors, LLC | History | No change | 90,473 | 7,048 | 1.61% | 1.61% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bath Savings Trust Co | History | No change | 89,259 | 6,954 | 0.72% | 0.72% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 89,192 | 6,948 | 0.09% | 0.09% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 89,178 | 6,947 | 0.42% | 0.42% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Portfolios, Inc. | History | No change | 89,097 | 6,941 | 0.5% | 0.5% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 88,655 | 6,907 | 4.56% | 4.56% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 87,873 | 6,846 | 0.44% | 0.44% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 87,735 | 6,837 | 5.27% | 5.27% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | No change | 87,365 | 6,806 | 4.88% | 4.88% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |