SCHWAB STRATEGIC TRUST - FNDF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 141,104,114 | 7,444,653 | 0.99% | 0.99% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 16,409,142 | 858,583 | 1.44% | 1.44% | 2 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,930,317 | 523,923 | 3.13% | 3.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,674,147 | 457,648 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,264,805 | 383,291 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,322,811 | 333,591 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,808,291 | 306,445 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,210,160 | 222,127 | 0.34% | 0.34% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,179,304 | 168,739 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 2,921,147 | 154,119 | 21.95% | 21.95% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,914,968 | 153,793 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 2,878,360 | 151,862 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Auto-Owners Insurance Co | History | No change | 2,703,000 | 142,583 | 3.22% | 3.22% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Boulay Financial Advisors, LLC | History | No change | 2,647,681 | 139,691 | 12.93% | 12.93% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOSTER & MOTLEY INC | History | No change | 2,540,904 | 134,058 | 6.17% | 6.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,496,264 | 131,702 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 1,852,977 | 97,763 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UBS Group AG | History | No change | 1,718,340 | 90,659 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,680,462 | 88,661 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 1,590,033 | 83,890 | 3.38% | 3.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,481,192 | 78,147 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 1,490,561 | 77,866 | 0.23% | 0.23% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 1,433,644 | 75,639 | 1.39% | 1.39% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 1,388,139 | 73,238 | 6.63% | 6.63% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,328,711 | 70,115 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | No change | 1,308,474 | 69,035 | 0.32% | 0.32% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 1,225,873 | 64,677 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,199,965 | 63,310 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nadler Financial Group, Inc. | History | No change | 1,169,805 | 61,718 | 5.23% | 5.23% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 1,155,134 | 60,944 | 14.86% | 14.86% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co | History | No change | 1,115,088 | 58,832 | 5.31% | 5.31% | 31 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advantage, Inc. | History | No change | 1,100,538 | 58,064 | 7.08% | 7.08% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 1,070,071 | 56,456 | 6.63% | 6.63% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hardy Reed LLC | History | No change | 1,048,812 | 55,335 | 3.55% | 3.55% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,029,944 | 54,339 | 0.42% | 0.42% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 1,021,787 | 53,909 | 3.01% | 3.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 1,000,732 | 53,789 | 4.67% | 4.51% | 37 | -13,990 | -1.38% | Q3 2026 | Oct 07, 2026 |
| Verde Capital Management | History | No change | 1,015,065 | 53,554 | 9.9% | 9.9% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 1,006,537 | 53,104 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,000,000 | 52,760 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 936,764 | 49,423 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 892,902 | 47,109 | 5.26% | 5.26% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 856,749 | 46,050 | 7.82% | 7.78% | 43 | -8,048 | -0.93% | Q3 2026 | Oct 07, 2026 |
| Barry Investment Advisors, LLC | History | No change | 824,655 | 43,508 | 9.1% | 9.1% | 44 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Financial Network, Inc. | History | No change | 821,704 | 43,353 | 1.34% | 1.34% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | No change | 820,057 | 43,266 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pallas Capital Advisors LLC | History | No change | 809,830 | 42,726 | 1.31% | 1.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 805,459 | 42,496 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Unison Advisors LLC | History | No change | 784,702 | 41,400 | 2.89% | 2.89% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 763,756 | 40,295 | 1.47% | 1.47% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 759,479 | 40,070 | 1.14% | 1.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 756,692 | 39,923 | 5.07% | 5.07% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 704,804 | 37,072 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 682,536 | 36,010 | 0.14% | 0.14% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 677,623 | 35,751 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 667,648 | 35,225 | 5.19% | 5.19% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 656,318 | 34,627 | 5.09% | 5.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 654,333 | 34,522 | 0.7% | 0.7% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESCAP Management Group, Inc. | History | No change | 641,812 | 33,862 | 6.32% | 6.32% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 631,809 | 33,334 | 1.59% | 1.59% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | No change | 602,570 | 31,791 | 0.36% | 0.36% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 597,099 | 31,502 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 583,345 | 30,981 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 579,556 | 30,577 | 3.11% | 3.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Solitude Financial Services | History | No change | 576,347 | 30,408 | 8.42% | 8.42% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prairiewood Capital, LLC | History | No change | 567,414 | 29,936 | 7.76% | 7.76% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 566,686 | 29,898 | 8.49% | 8.49% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 556,835 | 29,378 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 529,390 | 27,930 | 6.1% | 6.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Opus Capital Group, LLC | History | No change | 506,615 | 26,729 | 2.59% | 2.59% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 505,042 | 26,646 | 0.42% | 0.42% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 488,766 | 25,787 | 0.17% | 0.17% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | No change | 476,515 | 25,140 | 1.54% | 1.54% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 475,448 | 25,084 | 6.03% | 6.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 464,688 | 24,516 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BIP Wealth, LLC | History | No change | 458,391 | 24,184 | 0.69% | 0.69% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 451,265 | 23,808 | 2.38% | 2.38% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CENTRAL TRUST Co | History | No change | 433,927 | 22,893 | 0.41% | 0.41% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AFFINITY WEALTH LLC | History | No change | 433,901 | 22,892 | 12.29% | 12.29% | 79 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| &PARTNERS | History | No change | 430,642 | 22,743 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 415,135 | 21,902 | 7.44% | 7.44% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verum Partners LLC | History | No change | 408,446 | 21,549 | 3.22% | 3.22% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | No change | 402,882 | 21,256 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 388,978 | 20,522 | 3.71% | 3.71% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Latko Wealth Management, Ltd. | History | No change | 387,366 | 20,437 | 8.68% | 8.68% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 382,858 | 20,199 | 3.41% | 3.41% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 381,584 | 20,132 | 2.02% | 2.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 383,655 | 20,007 | 1.95% | 1.95% | 88 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JNBA Financial Advisors | History | No change | 378,322 | 19,960 | 1.51% | 1.51% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 366,458 | 19,334 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 360,671 | 19,029 | 4.3% | 4.3% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 359,334 | 18,958 | 13.45% | 13.45% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 339,982 | 17,937 | 0.17% | 0.17% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 339,284 | 17,900 | 1.44% | 1.44% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Penserra Capital Management LLC | History | No change | 334,646 | 17,655 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | No change | 333,920 | 17,617 | 5.61% | 5.61% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JHP Wealth Management, LLC | History | No change | 331,675 | 17,499 | 14.33% | 14.33% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 330,681 | 17,446 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 320,357 | 16,902 | 7.06% | 7.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 314,269 | 16,581 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 297,892 | 15,716 | 1.51% | 1.51% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 292,260 | 15,419 | 6.06% | 6.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 292,147 | 15,359 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 289,623 | 15,280 | 2.57% | 2.57% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| William Mack & Associates, Inc. | History | No change | 289,123 | 15,254 | 5.38% | 5.38% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 287,876 | 15,188 | 2.31% | 2.31% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 286,731 | 15,127 | 3.83% | 3.83% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westover Capital Advisors, LLC | History | No change | 285,332 | 15,054 | 2.5% | 2.5% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 284,942 | 15,033 | 0.17% | 0.17% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 281,960 | 14,876 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 271,156 | 14,574 | 3.01% | 2.96% | 111 | -3,245 | -1.18% | Q3 2026 | Oct 05, 2026 |
| ASPIRIANT, LLC | History | No change | 275,501 | 14,535 | 0.36% | 0.36% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 269,162 | 14,201 | 6.25% | 6.25% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 256,826 | 13,550 | 1.57% | 1.57% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 250,158 | 13,198 | 2.49% | 2.49% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 247,859 | 13,077 | 1.46% | 1.46% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 247,052 | 13,034 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 246,517 | 13,006 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 244,316 | 12,890 | 0.72% | 0.72% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 241,460 | 12,741 | 0.33% | 0.33% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Your Advocates Ltd., LLP | History | No change | 236,163 | 12,459 | 3.56% | 3.56% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 232,199 | 12,250 | 6.9% | 6.9% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 225,837 | 12,059 | 1.5% | 1.5% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | No change | 228,342 | 12,047 | 0.13% | 0.13% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 223,355 | 11,784 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 223,333 | 11,783 | 2.22% | 2.22% | 126 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Aprio Wealth Management, LLC | History | No change | 222,963 | 11,763 | 0.58% | 0.58% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RHS Financial, LLC | History | No change | 219,742 | 11,593 | 4.68% | 4.68% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 215,023 | 11,344 | 3.72% | 3.72% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 213,972 | 11,289 | 4.76% | 4.76% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lee Financial Co | History | No change | 212,081 | 11,189 | 1.43% | 1.43% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 212,016 | 11,185 | 0.58% | 0.58% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 210,176 | 11,088 | 3.44% | 3.44% | 133 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Summit Financial, LLC | History | No change | 209,904 | 11,074 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 207,635 | 10,954 | 6.98% | 6.98% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 206,843 | 10,913 | 0.23% | 0.23% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 205,857 | 10,861 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 203,871 | 10,756 | 1.66% | 1.66% | 138 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 202,815 | 10,701 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Towne Trust Company, N.A | History | No change | 202,696 | 10,694 | 3.25% | 3.25% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 200,933 | 10,601 | 0.37% | 0.37% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Journey Advisory Group, LLC | History | No change | 195,847 | 10,332 | 0.79% | 0.79% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 193,864 | 10,228 | 0.53% | 0.53% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 193,524 | 10,210 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Firestone Capital Management | History | No change | 190,638 | 10,058 | 1.87% | 1.87% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 190,518 | 10,051 | 0.75% | 0.75% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 188,870 | 9,964 | 0.84% | 0.84% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 188,211 | 9,930 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 186,924 | 9,862 | 0.14% | 0.14% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sound Stewardship, LLC | History | No change | 184,993 | 9,760 | 4.03% | 4.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Northland Capital Management LLC | History | No change | 181,790 | 9,591 | 5.17% | 5.17% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 179,312 | 9,460 | 0.86% | 0.86% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 178,716 | 9,429 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 176,471 | 9,310 | 4.1% | 4.1% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Williams Financial, LLC | History | No change | 174,572 | 9,210 | 4.76% | 4.76% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 174,369 | 9,199 | 1.85% | 1.85% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 167,367 | 8,830 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 163,362 | 8,618 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| January Capital Advisors LLC | History | No change | 162,267 | 8,561 | 7.15% | 7.15% | 159 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 160,413 | 8,463 | 2.86% | 2.86% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 160,155 | 8,449 | 2.05% | 2.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 157,791 | 8,325 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 156,019 | 8,281 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 156,019 | 8,281 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 149,303 | 7,877 | 0.61% | 0.61% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 149,215 | 7,872 | 0.31% | 0.31% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 147,277 | 7,770 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 146,321 | 7,719 | 1.51% | 1.51% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 142,384 | 7,512 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Occidental Asset Management, LLC | History | No change | 139,456 | 7,357 | 0.73% | 0.73% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guardian Financial Partners, LLC | History | No change | 139,326 | 7,350 | 2.86% | 2.86% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 139,213 | 7,344 | 4.24% | 4.24% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 137,403 | 7,249 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 137,010 | 7,228 | 3.24% | 3.24% | 174 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | No change | 134,724 | 7,108 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 134,489 | 7,095 | 0.87% | 0.87% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 134,454 | 7,093 | 1.38% | 1.38% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 133,002 | 7,017 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 129,489 | 6,960 | 3.85% | — | 179 | +129,489 | New | Q3 2026 | Oct 07, 2026 |
| Estate Counselors, LLC | History | No change | 131,656 | 6,946 | 0.6% | 0.6% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCS Wealth Management | History | No change | 131,634 | 6,945 | 1.25% | 1.25% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 129,921 | 6,854 | 1.67% | 1.67% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 126,836 | 6,817 | 0.73% | 0.48% | 183 | +44,289 | 53.65% | Q3 2026 | Oct 07, 2026 |
| Waterfront Wealth Inc. | History | No change | 123,091 | 6,536 | 1.01% | 1.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | No change | 120,796 | 6,381 | 0.48% | 0.48% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 119,139 | 6,285 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 116,272 | 6,135 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballast Financial Advisors LLC | History | No change | 115,801 | 6,109 | 5.53% | 5.53% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 115,231 | 6,079 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asio Capital, LLC | History | No change | 115,232 | 6,079 | 0.78% | 0.78% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 114,661 | 6,049 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 113,855 | 6,006 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Oath Planning, LLC | History | No change | 108,997 | 5,750 | 4.27% | 4.27% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 108,833 | 5,742 | 1.81% | 1.81% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 107,344 | 5,663 | 4.63% | 4.63% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alhambra Investment Management LLC | History | No change | 106,271 | 5,606 | 2.45% | 2.45% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 105,990 | 5,592 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cooke Wealth Management, LLC | History | No change | 105,037 | 5,541 | 4.54% | 4.54% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 104,410 | 5,508 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 103,581 | 5,464 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | No change | 99,794 | 5,265 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timmons Wealth Management, LLC | History | No change | 96,491 | 5,090 | 3.72% | 3.72% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 96,223 | 5,076 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 102,873 | 5,033 | 0.2% | 0.2% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 94,391 | 4,980 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 93,917 | 4,955 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 93,214 | 4,917 | 4.33% | 4.33% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 92,863 | 4,899 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Pacific Financial | History | No change | 91,639 | 4,834 | 0.58% | 0.58% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 91,515 | 4,828 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 89,469 | 4,720 | 0.62% | 0.62% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 88,142 | 4,695 | 2.37% | 2.37% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 87,069 | 4,593 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 86,056 | 4,540 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 85,909 | 4,532 | 0.13% | 0.13% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NICOLET BANKSHARES INC | History | No change | 85,514 | 4,511 | 0.14% | 0.14% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 84,907 | 4,479 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Partners LLC | History | No change | 84,832 | 4,475 | 2.06% | 2.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lunt Capital Management, Inc. | History | No change | 83,698 | 4,415 | 1.62% | 1.62% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mendel Capital Management LLC | History | No change | 83,364 | 4,398 | 1.98% | 1.98% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 82,356 | 4,345 | 3.22% | 3.22% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 82,191 | 4,336 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brightwater Advisory LLC | History | No change | 82,120 | 4,332 | 2.74% | 2.74% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 79,064 | 4,171 | 0.6% | 0.6% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 83,417 | 4,142 | 1.36% | 1.36% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 77,089 | 4,067 | 0.74% | 0.74% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NOVEM GROUP | History | No change | 76,828 | 4,053 | 0.41% | 0.41% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Wealth Services, LLC | History | No change | 76,471 | 4,034 | 0.75% | 0.75% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 76,191 | 4,019 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 75,835 | 4,001 | 1.19% | 1.19% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 74,280 | 3,919 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | No change | 73,848 | 3,896 | 0.74% | 0.74% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lakewood Asset Management LLC | History | No change | 73,369 | 3,870 | 2.12% | 2.12% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 73,262 | 3,865 | 0.82% | 0.82% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 73,119 | 3,857 | 1.74% | 1.74% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 72,886 | 3,845 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 70,924 | 3,741 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 70,505 | 3,719 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 70,425 | 3,715 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 70,046 | 3,695 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 70,030 | 3,694 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 68,750 | 3,627 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JB Capital LLC | History | No change | 68,732 | 3,626 | 0.13% | 0.13% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kaizen Financial Strategies | History | No change | 69,451 | 3,621 | 1.18% | 1.18% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 68,624 | 3,620 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 66,474 | 3,507 | 0.1% | 0.1% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 64,885 | 3,423 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 64,590 | 3,407 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | No change | 63,285 | 3,338 | 0.8% | 0.8% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 63,200 | 3,334 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True North Advisors, LLC | History | No change | 62,576 | 3,301 | 0.32% | 0.32% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 62,482 | 3,296 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carrera Capital Advisors | History | No change | 61,949 | 3,268 | 0.48% | 0.48% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 61,578 | 3,248 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBK Sorce Advisory LLC | History | No change | 59,316 | 3,240 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | No change | 61,082 | 3,222 | 1.16% | 1.16% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 59,975 | 3,184 | 1.4% | 1.4% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 59,325 | 3,129 | 1.83% | 1.83% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 58,763 | 3,100 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 58,479 | 3,085 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 58,028 | 3,061 | 0.29% | 0.29% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 57,755 | 3,047 | 0.16% | 0.16% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Curtis Advisory Group, LLC | History | No change | 57,335 | 3,024 | 0.59% | 0.59% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 57,114 | 3,013 | 0.64% | 0.64% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 56,505 | 2,981 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 56,495 | 2,980 | 0.58% | 0.58% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Triad Wealth Partners, LLC | History | No change | 54,787 | 2,963 | 0.17% | 0.17% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LongView Wealth Management | History | No change | 55,584 | 2,932 | 0.75% | 0.75% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 54,380 | 2,869 | 1.51% | 1.51% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 54,177 | 2,858 | 0.71% | 0.71% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Everest Financial Group LLC | History | No change | 54,013 | 2,849 | 0.39% | 0.39% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 53,186 | 2,806 | 0.27% | 0.27% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Traub Capital Management LLC | History | No change | 52,983 | 2,795 | 2.49% | 2.49% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 52,923 | 2,792 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 52,931 | 2,792 | 0.16% | 0.16% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 52,796 | 2,785 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 52,656 | 2,778 | 0.27% | 0.27% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sonoma Private Wealth LLC | History | No change | 51,238 | 2,703 | 2.9% | 2.9% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 50,786 | 2,679 | 0.72% | 0.72% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 50,707 | 2,675 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Whipplewood Advisors, LLC | History | No change | 50,512 | 2,665 | 1.79% | 1.79% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 50,385 | 2,658 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 49,066 | 2,588 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 48,656 | 2,567 | 0.14% | 0.14% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspiring Ventures, LLC | History | No change | 48,057 | 2,535 | 0.62% | 0.62% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haven Private, LLC | History | No change | 47,776 | 2,520 | 0.96% | 0.96% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 47,568 | 2,509 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 47,472 | 2,504 | 1.57% | 1.57% | 288 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Betterment LLC | History | No change | 47,086 | 2,484 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 46,656 | 2,461 | 0.74% | 0.74% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ciovacco Capital Management LLC | History | No change | 45,925 | 2,423 | 1.08% | 1.08% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Legacy, Inc. | History | No change | 45,906 | 2,422 | 0.65% | 0.65% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 45,256 | 2,387 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 44,934 | 2,370 | 0.09% | 0.09% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 44,691 | 2,357 | 0.25% | 0.25% | 295 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 43,913 | 2,316 | 0.61% | 0.61% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 42,709 | 2,253 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 42,398 | 2,236 | 1.8% | 1.8% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 42,205 | 2,226 | 1.51% | 1.51% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 40,732 | 2,149 | 1.24% | 1.24% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |