VANGUARD WORLD FUND - MGK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | No change | 42,386,669 | 3,726,212 | 6.41% | 6.41% | 1 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 18,830,638 | 1,655,401 | 31.09% | 31.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 13,160,627 | 1,156,950 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,051,265 | 883,606 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 5,833,591 | 512,830 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 5,171,112 | 454,592 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,295,085 | 377,580 | 2.83% | 2.83% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,197,480 | 369,000 | 0.56% | 0.56% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,885,314 | 341,597 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 3,641,887 | 320,158 | 1.95% | 1.95% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,554,068 | 312,422 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,270,904 | 287,545 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,984,072 | 262,413 | 0.32% | 0.32% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,869,561 | 252,281 | 11.52% | 11.52% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,600,466 | 228,606 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Howard Capital Management, LLC | History | No change | 2,273,520 | 199,865 | 2.38% | 2.38% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,221,716 | 195,311 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,127,331 | 187,013 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 1,844,907 | 162,185 | 2.32% | 2.32% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,476,022 | 129,774 | 0.15% | 0.15% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 1,371,662 | 120,582 | 8.12% | 8.12% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,221,378 | 107,371 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Falcon Wealth Planning | History | No change | 1,198,494 | 105,359 | 6.65% | 6.65% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,193,303 | 104,903 | 6.35% | 6.35% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portfolio Strategies, Inc. | History | No change | 1,176,248 | 103,407 | 10.14% | 10.14% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 1,127,973 | 99,160 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,096,819 | 96,421 | 8.5% | 8.5% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 998,155 | 87,748 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 973,489 | 85,579 | 0.57% | 0.57% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFC Advisors LLC | History | No change | 938,049 | 82,463 | 10.47% | 10.47% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 922,894 | 81,131 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 912,807 | 80,244 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 889,770 | 78,219 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 872,496 | 76,701 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 855,232 | 75,183 | 12.97% | 12.97% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 817,879 | 71,899 | 9.15% | 9.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Leelyn Smith, LLC | History | No change | 793,605 | 69,765 | 8.48% | 8.48% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 756,909 | 65,450 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 743,809 | 65,388 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | No change | 652,778 | 57,385 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 621,914 | 54,672 | 2.0% | 2.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 621,047 | 54,596 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 602,809 | 52,992 | 4.11% | 4.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 557,807 | 49,037 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 554,130 | 48,713 | 9.86% | 9.86% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | No change | 530,802 | 46,662 | 6.84% | 6.84% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 515,749 | 45,339 | 2.82% | 2.82% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 505,515 | 44,439 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 499,842 | 43,941 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 490,460 | 43,116 | 7.37% | 7.37% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 486,456 | 42,764 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 484,483 | 42,527 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 483,526 | 42,506 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 470,858 | 41,393 | 3.13% | 3.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 469,236 | 41,250 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FC Advisory LLC | History | No change | 459,040 | 40,354 | 10.69% | 10.69% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | No change | 294,234 | 39,528 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 440,043 | 38,684 | 9.2% | 9.2% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 411,595 | 36,183 | 0.14% | 0.14% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Edge Capital, LLC | History | No change | 409,912 | 36,035 | 4.33% | 4.33% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 407,245 | 35,800 | 0.28% | 0.28% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BHK Investment Advisors, LLC | History | No change | 391,052 | 34,377 | 10.27% | 10.27% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALPS ADVISORS INC | History | No change | 381,300 | 33,520 | 0.16% | 0.16% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 379,143 | 33,330 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CX Institutional | History | Added to | 357,048 | 33,080 | 0.9% | 0.87% | 65 | +12,735 | 3.7% | Q3 2026 | Oct 02, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 371,190 | 32,631 | 1.96% | 1.96% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apriem Advisors | History | No change | 343,729 | 30,217 | 2.62% | 2.62% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 341,174 | 29,992 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 336,415 | 29,575 | 0.43% | 0.43% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 343,479 | 28,962 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erickson Financial Group, LLC | History | No change | 320,460 | 28,171 | 15.1% | 15.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 316,007 | 27,780 | 16.62% | 16.62% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 312,826 | 27,556 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Financial LLC | History | No change | 311,650 | 27,397 | 2.33% | 2.33% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 307,853 | 27,063 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 302,209 | 26,567 | 0.15% | 0.15% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | No change | 286,950 | 25,225 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 284,728 | 25,030 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 279,673 | 24,586 | 1.17% | 1.17% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Zeit Capital LLC | History | No change | 278,413 | 24,475 | 14.75% | 14.75% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 276,640 | 24,319 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 269,582 | 23,698 | 0.69% | 0.69% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 269,167 | 23,662 | 0.59% | 0.59% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 267,463 | 23,512 | 0.62% | 0.62% | 84 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 265,885 | 23,373 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 258,150 | 22,693 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wheelhouse Advisory Group LLC | History | No change | 254,581 | 22,380 | 6.32% | 6.32% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ODonnell Financial Services, LLC | History | No change | 250,832 | 22,050 | 6.49% | 6.49% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 245,744 | 21,603 | 1.3% | 1.3% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 239,584 | 21,061 | 0.26% | 0.26% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IEQ CAPITAL, LLC | History | No change | 237,816 | 20,906 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 237,090 | 20,842 | 0.77% | 0.77% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 236,260 | 20,769 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 228,910 | 20,123 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 228,065 | 20,049 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DT Investment Partners, LLC | History | No change | 226,863 | 19,943 | 1.49% | 1.49% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 224,090 | 19,699 | 3.96% | 3.96% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Randall & Associates Wealth Management | History | No change | 217,296 | 19,102 | 11.81% | 11.81% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 216,008 | 18,989 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 215,599 | 18,953 | 10.68% | 10.68% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 210,114 | 18,471 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 207,977 | 18,291 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 206,887 | 18,187 | 2.62% | 2.62% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 205,879 | 18,098 | 1.7% | 1.7% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 201,280 | 17,694 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 200,492 | 17,625 | 3.15% | 3.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 197,038 | 17,321 | 0.95% | 0.95% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 195,558 | 17,191 | 0.84% | 0.84% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 190,425 | 16,740 | 5.9% | 5.9% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthShield Partners, LLC | History | No change | 189,435 | 16,653 | 2.55% | 2.55% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 188,074 | 16,533 | 0.19% | 0.19% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cascade Financial Partners, LLC | History | No change | 187,887 | 16,517 | 1.43% | 1.43% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 186,602 | 16,404 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 184,532 | 16,130 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 182,057 | 16,004 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | No change | 174,485 | 15,338 | 6.95% | 6.95% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 172,803 | 15,191 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focused Wealth Management, Inc | History | No change | 170,372 | 14,977 | 1.3% | 1.3% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 168,086 | 14,776 | 3.3% | 3.3% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 37,286 | 14,476 | 2.03% | 2.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 163,277 | 14,353 | 0.23% | 0.23% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 160,865 | 14,141 | 0.24% | 0.24% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sherman Wealth Management LLC | History | No change | 159,743 | 14,043 | 10.57% | 10.57% | 123 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 159,458 | 14,017 | 0.75% | 0.75% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 156,140 | 13,726 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 154,140 | 13,550 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 153,239 | 13,471 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 152,625 | 13,417 | 3.4% | 3.4% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 152,500 | 13,406 | 0.86% | 0.86% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 152,150 | 13,375 | 8.7% | 8.7% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 148,916 | 13,091 | 0.24% | 0.24% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 147,385 | 12,956 | 7.45% | 7.45% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 145,553 | 12,795 | 6.89% | 6.89% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Insight Wealth Management, LLC | History | No change | 145,446 | 12,786 | 11.08% | 11.08% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 142,411 | 12,519 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 135,681 | 11,927 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 135,250 | 11,889 | 0.24% | 0.24% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarus Wealth Advisors | History | No change | 135,598 | 11,860 | 4.57% | 4.57% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Investment Management, LLC | History | No change | 133,753 | 11,758 | 0.43% | 0.43% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Planning LLC | History | No change | 133,729 | 11,756 | 3.42% | 3.42% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 132,912 | 11,684 | 0.16% | 0.16% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clifford Group, LLC | History | No change | 132,415 | 11,640 | 8.05% | 8.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 130,737 | 11,493 | 1.12% | 1.12% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Darwin Wealth Management, LLC | History | No change | 130,172 | 11,443 | 3.13% | 3.13% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 130,079 | 11,435 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 129,188 | 11,356 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 127,559 | 11,214 | 0.43% | 0.43% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Resolute Advisors LLC | History | No change | 126,108 | 11,086 | 2.66% | 2.66% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | No change | 124,191 | 10,917 | 1.29% | 1.29% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 121,873 | 10,713 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 117,719 | 10,348 | 1.27% | 1.27% | 151 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 114,718 | 10,084 | 7.52% | 7.52% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BESSEMER GROUP INC | History | No change | 113,265 | 9,957 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TFB Advisors LLC | History | No change | 111,706 | 9,820 | 4.33% | 4.33% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baring Financial LLC | History | No change | 110,432 | 9,708 | 5.34% | 5.34% | 155 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Coquina Private Wealth LLC | History | No change | 108,719 | 9,557 | 6.49% | 6.49% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 106,666 | 9,377 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 106,628 | 9,373 | 5.86% | 5.86% | 158 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 106,151 | 9,331 | 4.82% | 4.82% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 105,515 | 9,276 | 1.75% | 1.75% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Royal Fund Management, LLC | History | No change | 104,959 | 9,226 | 0.77% | 0.77% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 104,915 | 9,223 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 102,073 | 8,973 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 101,916 | 8,958 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accredited Investors Inc. | History | No change | 99,742 | 8,768 | 0.38% | 0.38% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Center For Asset Management LLC | History | No change | 99,507 | 8,747 | 3.88% | 3.88% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 98,378 | 8,648 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 97,546 | 8,575 | 0.25% | 0.25% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alexis Investment Partners, LLC | History | No change | 97,765 | 8,453 | 4.94% | 4.94% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 95,137 | 8,363 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 91,153 | 8,013 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 91,038 | 8,003 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 90,063 | 7,917 | 0.19% | 0.19% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 90,009 | 7,912 | 0.12% | 0.12% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 88,161 | 7,746 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 86,422 | 7,597 | 1.49% | 1.49% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Plan Group Financial, LLC | History | No change | 86,279 | 7,584 | 1.56% | 1.56% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 85,094 | 7,480 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 84,573 | 7,434 | 3.36% | 3.36% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 82,740 | 7,273 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 81,696 | 7,181 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 81,104 | 7,129 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 79,740 | 7,009 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mathes Company, Inc. | History | No change | 79,150 | 6,958 | 2.16% | 2.16% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sicart Associates LLC | History | No change | 78,205 | 6,875 | 1.68% | 1.68% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCM Encore, LLC | History | No change | 76,663 | 6,739 | 1.18% | 1.18% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 75,983 | 6,679 | 0.3% | 0.3% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 75,231 | 6,613 | 3.33% | 3.33% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KINTRA WEALTH, LLC | History | No change | 72,122 | 6,573 | 0.34% | 0.34% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 73,108 | 6,426 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 72,332 | 6,358 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Atria Investments, Inc | History | No change | 72,109 | 6,339 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 69,144 | 6,078 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Virtu Financial LLC | History | No change | 68,880 | 6,055 | 0.19% | 0.19% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 68,399 | 6,012 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hoffman, Alan N Investment Management | History | No change | 67,302 | 5,916 | 3.49% | 3.49% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 67,235 | 5,910 | 0.36% | 0.36% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 66,718 | 5,865 | 0.15% | 0.15% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Capital Management, LLC | History | No change | 15,899 | 5,841 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 66,353 | 5,833 | 4.68% | 4.68% | 200 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Fiduciary Alliance LLC | History | No change | 65,427 | 5,751 | 0.39% | 0.39% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tactive Advisors, LLC | History | No change | 64,540 | 5,673 | 1.4% | 1.4% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Berger Financial Group, Inc | History | No change | 64,100 | 5,635 | 0.29% | 0.29% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 64,922 | 5,613 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flagship Private Wealth, LLC | History | No change | 63,846 | 5,612 | 1.98% | 1.98% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 63,761 | 5,605 | 0.16% | 0.16% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Junk Investment Group, LLC | History | No change | 63,622 | 5,593 | 2.48% | 2.48% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 65,066 | 5,518 | 1.66% | 1.66% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 62,507 | 5,494 | 0.25% | 0.25% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stone Wealth Partners | History | No change | 61,221 | 5,382 | 3.94% | 3.94% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | History | No change | 61,208 | 5,380 | 0.16% | 0.16% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 60,379 | 5,307 | 1.3% | 1.3% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 59,920 | 5,267 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,090 | 5,194 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 58,993 | 5,186 | 0.16% | 0.16% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 58,685 | 5,158 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Breakwater Investment Management | History | No change | 58,624 | 5,153 | 1.75% | 1.75% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 57,170 | 5,025 | 0.19% | 0.19% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 57,140 | 5,023 | 1.89% | 1.89% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 57,057 | 5,015 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 57,003 | 5,011 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 56,857 | 4,998 | 0.95% | 0.95% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | No change | 55,088 | 4,906 | 0.47% | 0.47% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 55,667 | 4,893 | 0.53% | 0.53% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bawa N Mallick Trust | History | No change | 55,020 | 4,836 | 1.56% | 1.56% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 53,888 | 4,737 | 0.57% | 0.57% | 226 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 53,419 | 4,696 | 4.21% | 4.21% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 53,319 | 4,687 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 52,892 | 4,649 | 0.46% | 0.46% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 52,836 | 4,644 | 1.41% | 1.41% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 51,890 | 4,561 | 1.75% | 1.75% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 51,483 | 4,525 | 1.18% | 1.18% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 51,423 | 4,520 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colorado Capital Management, Inc. | History | No change | 51,015 | 4,485 | 1.53% | 1.53% | 234 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oxford Wealth Group, LLC | History | No change | 50,516 | 4,440 | 1.99% | 1.99% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investment Services, LLC | History | No change | 50,488 | 4,438 | 1.23% | 1.23% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 50,322 | 4,423 | 1.07% | 1.07% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 49,476 | 4,349 | 0.25% | 0.25% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 49,367 | 4,339 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forum Private Client Group LLC | History | No change | 49,277 | 4,331 | 1.29% | 1.29% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 48,985 | 4,306 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 47,763 | 4,198 | 0.15% | 0.15% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 47,512 | 4,181 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 47,458 | 4,172 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sharkey, Howes & Javer | History | No change | 47,449 | 4,171 | 0.5% | 0.5% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XTX Topco Ltd | History | No change | 47,394 | 4,166 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 47,114 | 4,141 | 3.57% | 3.57% | 247 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 46,004 | 4,044 | 1.02% | 1.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silicon Valley Capital Partners | History | No change | 45,833 | 4,029 | 0.33% | 0.33% | 249 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 45,492 | 3,999 | 0.32% | 0.32% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 45,447 | 3,995 | 0.85% | 0.85% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 44,757 | 3,934 | 0.22% | 0.22% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 43,793 | 3,849 | 2.01% | 2.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 43,604 | 3,833 | 0.13% | 0.13% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 43,415 | 3,816 | 2.91% | 2.91% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GTS SECURITIES LLC | History | No change | 43,269 | 3,803 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 43,180 | 3,795 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WNY Asset Management, LLC | History | No change | 42,535 | 3,739 | 0.33% | 0.33% | 258 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sheridan Capital Management, LLC | History | No change | 41,720 | 3,667 | 1.76% | 1.76% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 40,715 | 3,579 | 1.77% | 1.77% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 40,353 | 3,547 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fisher Asset Management, LLC | History | No change | 40,320 | 3,544 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF HAWAII | History | No change | 40,149 | 3,529 | 0.17% | 0.17% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 39,664 | 3,486 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 39,526 | 3,474 | 0.17% | 0.17% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RMG Wealth Management LLC | History | No change | 40,336 | 3,471 | 0.36% | 0.36% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 39,473 | 3,470 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard National Trust Co | History | No change | 39,415 | 3,464 | 0.19% | 0.19% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 38,445 | 3,379 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Francis Financial, Inc. | History | No change | 37,925 | 3,333 | 0.55% | 0.55% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sendero Wealth Management, LLC | History | No change | 37,483 | 3,295 | 0.33% | 0.33% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 37,073 | 3,259 | 0.7% | 0.7% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortune 45 LLC | History | No change | 36,611 | 3,218 | 1.37% | 1.37% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 36,560 | 3,213 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 36,121 | 3,175 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 35,982 | 3,163 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merited Wealth, LLC | History | No change | 35,935 | 3,159 | 2.23% | 2.23% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Strategies LLC | History | No change | 35,697 | 3,138 | 0.31% | 0.31% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 35,335 | 3,106 | 1.21% | 1.21% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 35,290 | 3,102 | 0.14% | 0.14% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 34,524 | 3,035 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 34,221 | 3,008 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 34,016 | 2,990 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 33,987 | 2,987 | 0.19% | 0.19% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allworth Financial LP | History | No change | 33,638 | 2,957 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 11,749 | 2,955 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 33,571 | 2,951 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 33,323 | 2,929 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 32,920 | 2,893 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Corient Private Wealth LP | History | No change | 32,846 | 2,887 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 32,504 | 2,857 | 0.19% | 0.19% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 32,344 | 2,843 | 1.84% | 1.84% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Life Planners | History | No change | 32,345 | 2,843 | 1.83% | 1.83% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Veridan Wealth LLC | History | No change | 31,982 | 2,811 | 0.96% | 0.96% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 31,891 | 2,803 | 0.18% | 0.18% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Finward Bancorp | History | No change | 31,846 | 2,799 | 2.12% | 2.12% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Plancorp, LLC | History | No change | 31,910 | 2,798 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tidal Investments LLC | History | No change | 31,451 | 2,764 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 30,915 | 2,717 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 30,842 | 2,711 | 1.43% | 1.43% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |