SCHWAB STRATEGIC TRUST - FNDX
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 | 374,969,727 | 11,661,558 | 1.55% | 1.55% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 28,845,768 | 897,103 | 1.37% | 1.37% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 15,268,868 | 474,862 | 1.56% | 1.56% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McAdam, LLC | History | No change | 10,931,518 | 339,970 | 13.13% | 13.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boulay Financial Advisors, LLC | History | No change | 9,744,092 | 303,041 | 28.06% | 28.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,536,435 | 265,491 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,473,354 | 232,421 | 4.18% | 4.18% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,039,245 | 218,920 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Steele Capital Management, Inc. | History | No change | 6,423,407 | 199,767 | 7.35% | 7.35% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 6,260,653 | 194,706 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 5,908,781 | 183,763 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 4,609,229 | 143,347 | 17.17% | 17.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 4,116,304 | 128,017 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Charles Schwab Trust Co | History | No change | 3,606,725 | 112,169 | 6.26% | 6.26% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Northwest Bancshares, Inc. | History | No change | 3,442,130 | 107,050 | 19.27% | 19.27% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,386,660 | 105,325 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,196,711 | 99,417 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 2,922,172 | 90,879 | 1.67% | 1.67% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,707,265 | 84,195 | 2.31% | 2.31% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gemmer Asset Management LLC | History | No change | 2,688,126 | 83,600 | 5.62% | 5.62% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,684,676 | 83,493 | 0.46% | 0.46% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 2,366,034 | 73,583 | 19.83% | 19.83% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 2,361,445 | 73,440 | 7.31% | 7.31% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,350,202 | 73,091 | 9.58% | 9.58% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,278,635 | 70,866 | 0.16% | 0.16% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 2,254,293 | 70,108 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 2,202,691 | 68,503 | 10.06% | 10.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 2,178,826 | 67,761 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | No change | 2,177,038 | 67,705 | 8.65% | 8.65% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True North Advisors, LLC | History | No change | 2,140,879 | 66,581 | 6.37% | 6.37% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | No change | 2,064,745 | 64,213 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,046,010 | 63,637 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prairiewood Capital, LLC | History | No change | 1,973,737 | 61,383 | 15.91% | 15.91% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,959,498 | 60,940 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashford Advisors, LLC | History | No change | 1,828,254 | 56,858 | 11.73% | 11.73% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eagle Strategies LLC | History | No change | 1,814,296 | 56,424 | 5.61% | 5.61% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,742,873 | 55,092 | 6.94% | 6.94% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 1,719,646 | 53,480 | 4.55% | 4.55% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 1,694,633 | 52,703 | 21.94% | 21.94% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 1,650,796 | 51,339 | 6.33% | 6.33% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 1,530,215 | 47,589 | 7.47% | 7.47% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 1,464,987 | 45,561 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 1,424,766 | 44,310 | 2.12% | 2.12% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Urban Financial Advisory Corp | History | No change | 1,208,406 | 37,581 | 10.36% | 10.36% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,152,222 | 35,834 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,148,343 | 35,713 | 1.17% | 1.17% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 1,148,343 | 35,713 | 4.02% | 4.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 1,111,614 | 35,038 | 15.78% | 15.78% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,119,658 | 34,821 | 0.55% | 0.55% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 1,110,024 | 34,521 | 1.89% | 1.89% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 1,092,003 | 33,961 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,061,498 | 33,012 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planned Solutions, Inc. | History | No change | 1,034,102 | 32,160 | 9.22% | 9.22% | 53 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Richardson Capital Management LLC | History | No change | 1,032,253 | 32,103 | 13.72% | 13.72% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,009,735 | 31,402 | 0.12% | 0.12% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 1,005,844 | 31,281 | 15.23% | 15.23% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berman McAleer LLC | History | No change | 985,797 | 30,658 | 3.55% | 3.55% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Certified Advisory Corp | History | No change | 979,820 | 30,472 | 2.46% | 2.46% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 960,732 | 29,879 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 958,661 | 29,814 | 5.39% | 5.39% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Strategies Group, Inc. | History | No change | 942,592 | 29,776 | 4.74% | 4.74% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TruNorth Capital Management, LLC | History | No change | 949,267 | 29,522 | 4.74% | 4.74% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 948,393 | 29,495 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Solitude Financial Services | History | No change | 945,622 | 29,408 | 8.14% | 8.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthCoast Asset Management LLC | History | No change | 893,291 | 27,781 | 0.62% | 0.62% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 868,323 | 27,004 | 3.44% | 3.44% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 865,941 | 26,930 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 838,768 | 26,085 | 0.23% | 0.23% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 834,467 | 25,951 | 0.32% | 0.32% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CPC Advisors, LLC | History | No change | 828,961 | 25,780 | 3.48% | 3.48% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 805,802 | 25,060 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | No change | 783,413 | 24,364 | 4.54% | 4.54% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 781,859 | 24,315 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 778,467 | 24,210 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 761,166 | 23,672 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Your Advocates Ltd., LLP | History | No change | 754,822 | 23,474 | 6.71% | 6.71% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 747,950 | 23,261 | 6.97% | 6.97% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 737,035 | 22,921 | 1.7% | 1.7% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 729,227 | 22,678 | 2.31% | 2.31% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aufman Associates Inc | History | No change | 699,040 | 21,740 | 8.67% | 8.67% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 698,020 | 21,708 | 5.5% | 5.5% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 693,012 | 21,552 | 1.09% | 1.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 689,872 | 21,455 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 680,293 | 21,157 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 660,586 | 20,544 | 2.29% | 2.29% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 659,630 | 20,514 | 4.16% | 4.16% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 635,786 | 19,772 | 1.21% | 1.21% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 625,180 | 19,443 | 0.22% | 0.22% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 624,073 | 19,408 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 619,666 | 19,271 | 1.85% | 1.85% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Forward, LLC | History | No change | 619,404 | 19,263 | 9.59% | 9.59% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envision Financial LLC | History | No change | 618,699 | 19,241 | 8.86% | 8.86% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| White Pine Investment CO | History | No change | 617,762 | 19,212 | 4.09% | 4.09% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 617,597 | 19,207 | 4.68% | 4.68% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VVR Holdings LLC | History | No change | 617,012 | 19,189 | 8.3% | 8.3% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Northland Capital Management LLC | History | No change | 608,030 | 18,909 | 10.19% | 10.19% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 596,100 | 18,538 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | No change | 569,600 | 17,714 | 2.73% | 2.73% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 563,849 | 17,535 | 2.3% | 2.3% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 560,117 | 17,419 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sellwood Investment Partners LLC | History | No change | 557,233 | 17,329 | 6.11% | 6.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 555,274 | 17,269 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Williams Financial, LLC | History | No change | 553,422 | 17,211 | 8.89% | 8.89% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 544,483 | 16,868 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 542,991 | 16,542 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 525,500 | 16,343 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 504,385 | 15,686 | 5.14% | 5.14% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equity Wealth Partners, LLC | History | No change | 483,474 | 15,036 | 5.4% | 5.4% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Systelligence, LLC | History | No change | 456,698 | 14,203 | 2.37% | 2.37% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 455,404 | 14,163 | 0.3% | 0.3% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 452,039 | 14,058 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 440,070 | 13,822 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 432,693 | 13,456 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 423,019 | 13,155 | 7.57% | 7.57% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 422,705 | 13,146 | 0.48% | 0.48% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 418,339 | 13,010 | 3.54% | 3.54% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archford Capital Strategies, LLC | History | No change | 416,168 | 12,942 | 1.31% | 1.31% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Timmons Wealth Management, LLC | History | No change | 412,264 | 12,821 | 9.38% | 9.38% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 409,362 | 12,731 | 7.17% | 7.17% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 409,014 | 12,720 | 5.36% | 5.36% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 408,034 | 12,689 | 0.39% | 0.39% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 404,248 | 12,572 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 401,950 | 12,500 | 8.33% | 8.33% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lakewood Asset Management LLC | History | No change | 397,708 | 12,368 | 6.79% | 6.79% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 396,028 | 12,316 | 3.5% | 3.5% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alhambra Investment Management LLC | History | No change | 394,513 | 12,269 | 5.35% | 5.35% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 392,961 | 12,221 | 2.5% | 2.5% | 127 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Corient Private Wealth LP | History | No change | 392,321 | 12,201 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 380,221 | 11,824 | 6.72% | 6.72% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 371,784 | 11,562 | 9.3% | 9.3% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOWERY THOMAS, LLC | History | No change | 368,588 | 11,463 | 5.6% | 5.6% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Trust | History | No change | 358,274 | 11,142 | 0.86% | 0.86% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 352,730 | 10,969 | 2.37% | 2.37% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 352,655 | 10,967 | 6.99% | 6.99% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 347,638 | 10,811 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 347,092 | 10,794 | 1.37% | 1.37% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 342,977 | 10,666 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Capital Group | History | No change | 326,127 | 10,142 | 1.22% | 1.22% | 138 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AlTi Global, Inc. | History | No change | 325,797 | 10,132 | 0.21% | 0.21% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOSTER & MOTLEY INC | History | No change | 322,194 | 10,020 | 0.46% | 0.46% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 318,135 | 9,900 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Financial Partners, LLC | History | No change | 313,049 | 9,735 | 3.79% | 3.79% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gross & Hartman Investments LLC | History | No change | 306,501 | 9,532 | 4.21% | 4.21% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 306,438 | 9,530 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHS Financial, LLC | History | No change | 297,927 | 9,265 | 3.74% | 3.74% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Darrow Company, Inc. | History | No change | 294,344 | 9,154 | 3.55% | 3.55% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Payne Capital LLC | History | No change | 289,355 | 8,998 | 7.5% | 7.5% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 286,161 | 8,899 | 0.87% | 0.87% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 282,455 | 8,784 | 3.87% | 3.87% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 281,542 | 8,755 | 7.71% | 7.71% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BCS Wealth Management | History | No change | 280,104 | 8,711 | 1.57% | 1.57% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 278,468 | 8,660 | 1.14% | 1.14% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 277,989 | 8,645 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BIP Wealth, LLC | History | No change | 273,674 | 8,511 | 0.24% | 0.24% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOVEM GROUP | History | No change | 269,946 | 8,395 | 0.85% | 0.85% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 268,507 | 8,350 | 3.28% | 3.28% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 247,381 | 7,693 | 0.24% | 0.24% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 243,240 | 7,564 | 5.24% | 5.24% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 240,514 | 7,479 | 3.59% | 3.59% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | No change | 239,072 | 7,435 | 1.87% | 1.87% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Journey Advisory Group, LLC | History | No change | 234,993 | 7,308 | 0.56% | 0.56% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 231,563 | 7,201 | 5.33% | 5.33% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 231,227 | 7,191 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 230,580 | 7,171 | 3.94% | 3.94% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 229,163 | 7,126 | 1.89% | 1.89% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 226,934 | 7,057 | 1.1% | 1.1% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avant Capital LLC | History | No change | 225,589 | 7,015 | 4.39% | 4.39% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 219,963 | 6,840 | 0.28% | 0.28% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 215,491 | 6,701 | 0.7% | 0.7% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 214,708 | 6,677 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advantage, Inc. | History | No change | 214,467 | 6,669 | 0.81% | 0.81% | 171 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 210,807 | 6,556 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bravera Wealth | History | No change | 209,549 | 6,516 | 2.5% | 2.5% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 208,983 | 6,499 | 0.42% | 0.42% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 207,214 | 6,444 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 205,599 | 6,394 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 201,590 | 6,269 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IEQ CAPITAL, LLC | History | No change | 197,961 | 6,156 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 191,841 | 6,064 | 0.75% | 0.75% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 192,405 | 5,983 | 0.37% | 0.37% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 189,250 | 5,885 | 0.53% | 0.53% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verum Partners LLC | History | No change | 186,856 | 5,811 | 0.87% | 0.87% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 184,571 | 5,740 | 3.16% | 3.16% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 181,401 | 5,641 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 179,678 | 5,587 | 0.17% | 0.17% | 185 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 178,629 | 5,555 | 3.21% | 3.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 174,935 | 5,440 | 0.6% | 0.6% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 171,170 | 5,323 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | No change | 170,961 | 5,313 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 169,794 | 5,280 | 4.87% | 4.87% | 190 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 169,687 | 5,277 | 1.2% | 1.2% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blueprint Investment Partners LLC | History | No change | 168,153 | 5,229 | 0.44% | 0.44% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 167,628 | 5,213 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 167,354 | 5,204 | 1.38% | 1.38% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 166,468 | 5,177 | 0.58% | 0.58% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 166,169 | 5,167 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 165,667 | 5,152 | 1.01% | 1.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 164,436 | 5,113 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 159,917 | 4,973 | 1.2% | 1.2% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 159,508 | 4,960 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 156,872 | 4,878 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 156,756 | 4,875 | 0.16% | 0.16% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 156,641 | 4,871 | 0.94% | 0.94% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 155,097 | 4,823 | 0.23% | 0.23% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 154,510 | 4,805 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vise Technologies, Inc. | History | No change | 154,216 | 4,796 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 154,001 | 4,789 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 150,148 | 4,669 | 0.22% | 0.22% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 149,823 | 4,659 | 2.73% | 2.73% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 145,829 | 4,535 | 3.03% | 3.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 145,745 | 4,532 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Next Capital Management LLC | History | No change | 144,153 | 4,483 | 1.21% | 1.21% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 142,262 | 4,424 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 141,614 | 4,404 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FCA CORP /TX | History | No change | 139,092 | 4,325 | 1.07% | 1.07% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 136,979 | 4,260 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carnegie Investment Counsel | History | No change | 132,510 | 4,121 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 132,349 | 4,116 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 131,420 | 4,087 | 2.24% | 2.24% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 130,775 | 4,067 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 127,243 | 3,957 | 0.68% | 0.68% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WARNER FINANCIAL, INC | History | No change | 125,438 | 3,901 | 1.15% | 1.15% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 125,122 | 3,891 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 124,191 | 3,862 | 3.67% | 3.67% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prostatis Group LLC | History | No change | 123,343 | 3,835 | 0.89% | 0.89% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 121,702 | 3,784 | 0.33% | 0.33% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mattern Wealth Management LLC | History | No change | 120,000 | 3,732 | 0.61% | 0.61% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 119,966 | 3,730 | 0.25% | 0.25% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 119,609 | 3,719 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 117,208 | 3,645 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 112,177 | 3,488 | 0.33% | 0.33% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 111,288 | 3,461 | 0.07% | 0.07% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 110,558 | 3,438 | 0.68% | 0.68% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 110,049 | 3,422 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 108,397 | 3,371 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 106,891 | 3,324 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 103,835 | 3,229 | 1.19% | 1.19% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 103,246 | 3,210 | 0.68% | 0.68% | 238 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 103,049 | 3,204 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kings Path Partners LLC | History | No change | 99,912 | 3,107 | 0.83% | 0.83% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 99,464 | 3,093 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 98,187 | 3,053 | 2.02% | 2.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 97,487 | 3,031 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 95,873 | 2,982 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 95,451 | 2,968 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 95,387 | 2,966 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 94,791 | 2,948 | 0.1% | 0.1% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 104,729 | 2,916 | 0.12% | 0.12% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 93,233 | 2,899 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 92,877 | 2,888 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 92,241 | 2,868 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 89,094 | 2,770 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 87,295 | 2,714 | 0.61% | 0.61% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 85,836 | 2,669 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 85,748 | 2,666 | 1.24% | 1.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PFG Advisors | History | No change | 83,967 | 2,611 | 0.13% | 0.13% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 83,625 | 2,600 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 82,966 | 2,580 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 82,103 | 2,553 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Advisory Group, Inc. | History | No change | 81,671 | 2,539 | 1.11% | 1.11% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Curtis Advisory Group, LLC | History | No change | 81,603 | 2,537 | 0.49% | 0.49% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Westmount Partners, LLC | History | No change | 79,721 | 2,479 | 0.54% | 0.54% | 262 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 79,260 | 2,464 | 1.03% | 1.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 86,912 | 2,440 | 0.49% | 0.49% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASECO LLP | History | No change | 78,421 | 2,437 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 76,481 | 2,378 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 74,556 | 2,318 | 0.35% | 0.35% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 74,519 | 2,317 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 72,834 | 2,265 | 0.55% | 0.55% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 71,330 | 2,218 | 0.21% | 0.21% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Colonial Trust Co / SC | History | No change | 71,017 | 2,208 | 0.28% | 0.28% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Briggs Wealth Management, Inc | History | No change | 71,026 | 2,208 | 2.02% | 2.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 70,728 | 2,199 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 70,083 | 2,179 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 68,427 | 2,128 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 68,264 | 2,123 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 67,766 | 2,107 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 65,900 | 2,049 | 0.28% | 0.28% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 65,586 | 2,039 | 0.17% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 65,443 | 2,035 | 1.53% | 1.53% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 65,017 | 2,022 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 65,000 | 2,021 | 0.13% | 0.13% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aspiring Ventures, LLC | History | No change | 64,926 | 2,019 | 0.49% | 0.49% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harbor Group, Inc. | History | No change | 64,945 | 2,019 | 0.24% | 0.24% | 284 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 64,624 | 2,009 | 1.23% | 1.23% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bulwark Capital Corp | History | No change | 63,961 | 1,989 | 1.12% | 1.12% | 286 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Compass Financial Group, INC/SD | History | No change | 63,157 | 1,964 | 0.23% | 0.23% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 63,050 | 1,960 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 62,937 | 1,957 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 61,621 | 1,931 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Berger Financial Group, Inc | History | No change | 61,733 | 1,919 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| InTrack Investment Management Inc | History | No change | 61,589 | 1,915 | 0.95% | 0.95% | 292 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madison Asset Management, LLC | History | No change | 60,771 | 1,889 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 59,391 | 1,847 | 0.95% | 0.95% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 59,097 | 1,837 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 58,923 | 1,832 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Go Invest LLC | History | No change | 58,586 | 1,822 | 0.43% | 0.43% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Directional Asset Management | History | No change | 58,524 | 1,820 | 1.54% | 1.54% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 57,851 | 1,812 | 0.21% | 0.21% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 58,026 | 1,804 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |