SCHWAB STRATEGIC TRUST - SCHA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | No change | 37,697,754 | 1,362,019 | 3.25% | 3.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,908,960 | 502,529 | 0.44% | 0.44% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,753,548 | 496,915 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,100,987 | 220,428 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 5,873,670 | 212,215 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,171,149 | 186,833 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,190,988 | 151,420 | 0.27% | 0.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 3,796,240 | 137,159 | 3.36% | 3.36% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 4,000,364 | 136,167 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 3,288,410 | 118,810 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,788,801 | 97,357 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 2,640,354 | 95,395 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 2,917,095 | 95,031 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steele Capital Management, Inc. | History | No change | 2,273,743 | 82,205 | 3.02% | 3.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,090,236 | 75,520 | 0.56% | 0.56% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,113,728 | 75,173 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,030,619 | 73,366 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,027,244 | 73,244 | 0.55% | 0.55% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,900,593 | 68,663 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 1,753,579 | 63,357 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 1,734,453 | 62,665 | 19.38% | 19.38% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,694,799 | 61,233 | 0.43% | 0.43% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,675,695 | 60,540 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | No change | 1,667,957 | 60,262 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,656,885 | 59,863 | 1.77% | 1.77% | 25 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HighTower Advisors, LLC | History | No change | 1,621,568 | 58,587 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 1,598,877 | 57,767 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden Reserve Retirement LLC | History | No change | 1,526,535 | 55,153 | 8.69% | 8.69% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,517,147 | 54,814 | 3.68% | 3.68% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 93 Financial Group, LLC | History | No change | 1,508,904 | 54,516 | 21.52% | 21.52% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RMG Wealth Management LLC | History | No change | 1,502,429 | 52,735 | 5.44% | 5.44% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,442,916 | 52,132 | 4.42% | 4.42% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,329,913 | 48,049 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 1,313,111 | 47,442 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 1,241,583 | 44,858 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 1,183,905 | 42,774 | 9.26% | 9.26% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 1,176,951 | 42,523 | 6.08% | 6.08% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,142,727 | 41,286 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,133,550 | 40,955 | 0.3% | 0.3% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,096,973 | 39,633 | 4.59% | 4.59% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,018,703 | 36,805 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 997,223 | 36,029 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 991,435 | 35,820 | 1.25% | 1.25% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Family Wealth, LLC | History | No change | 988,541 | 35,715 | 6.39% | 6.39% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TruNorth Capital Management, LLC | History | No change | 947,282 | 34,225 | 5.5% | 5.5% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 942,364 | 34,047 | 8.71% | 8.71% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 935,401 | 33,796 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 902,125 | 32,593 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 899,273 | 32,490 | 0.92% | 0.92% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 892,690 | 32,252 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 874,953 | 31,612 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 869,757 | 31,424 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 869,300 | 31,407 | 1.75% | 1.75% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 858,257 | 31,008 | 0.41% | 0.41% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDELIS iM, LLC | History | No change | 840,682 | 30,373 | 10.36% | 10.36% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 838,856 | 30,307 | 0.6% | 0.6% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 830,684 | 30,012 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 860,517 | 29,481 | 0.59% | 0.59% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 786,628 | 28,421 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Joule Financial, LLC | History | No change | 776,769 | 28,064 | 7.61% | 7.61% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Wealth Management, LLC | History | No change | 732,766 | 26,474 | 1.39% | 1.39% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Seneca Financial Advisors LLC | History | No change | 712,389 | 25,738 | 6.68% | 6.68% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 711,360 | 25,701 | 1.42% | 1.42% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| White & Co Financial Planning Inc | History | No change | 707,188 | 25,550 | 15.83% | 15.83% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 703,738 | 25,426 | 7.14% | 7.14% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterford Advisors, LLC | History | No change | 702,414 | 25,378 | 6.93% | 6.93% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 635,327 | 22,954 | 0.91% | 0.91% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 634,987 | 22,942 | 1.61% | 1.61% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 614,388 | 22,197 | 4.7% | 4.7% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 605,509 | 21,872 | 11.42% | 11.42% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 602,201 | 21,757 | 1.59% | 1.59% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 600,008 | 21,678 | 1.39% | 1.39% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 565,809 | 20,442 | 11.08% | 11.08% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Matrix Trust Co | History | No change | 553,341 | 19,992 | 2.9% | 2.9% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 546,800 | 19,755 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 538,864 | 19,469 | 0.23% | 0.23% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bangor Savings Bank | History | No change | 517,818 | 18,708 | 1.38% | 1.38% | 77 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 509,519 | 18,408 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 496,630 | 17,943 | 1.12% | 1.12% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 502,628 | 17,928 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 486,058 | 17,561 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 485,665 | 17,547 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RKL Wealth Management LLC | History | No change | 480,896 | 17,374 | 1.38% | 1.38% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 479,778 | 17,334 | 1.74% | 1.74% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 479,299 | 17,317 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 473,999 | 17,125 | 0.67% | 0.67% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 465,595 | 16,821 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 432,684 | 15,632 | 5.91% | 5.91% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 428,306 | 15,474 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 418,124 | 15,107 | 0.93% | 0.93% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 416,410 | 15,044 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 415,333 | 15,005 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 414,348 | 14,970 | 0.22% | 0.22% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 410,967 | 14,848 | 5.43% | 5.43% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 410,907 | 14,846 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Missouri Trust & Investment Co | History | No change | 442,107 | 14,837 | 4.03% | 4.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 407,942 | 14,739 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 406,286 | 14,679 | 5.83% | 5.83% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 405,312 | 14,643 | 0.9% | 0.9% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lutz Financial Services LLC | History | No change | 390,473 | 14,107 | 0.86% | 0.86% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 387,046 | 13,983 | 0.43% | 0.43% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Essex LLC | History | No change | 386,220 | 13,954 | 2.12% | 2.12% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 385,569 | 13,930 | 4.36% | 4.36% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 382,496 | 13,819 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 375,833 | 13,578 | 3.16% | 3.16% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Financial Advisors, LLC | History | No change | 374,988 | 13,548 | 1.63% | 1.63% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 373,251 | 13,485 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortis Capital Management LLC | History | No change | 361,238 | 13,051 | 1.46% | 1.46% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Courage Miller Partners, LLC | History | No change | 358,542 | 12,954 | 3.42% | 3.42% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 356,874 | 12,893 | 0.28% | 0.28% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plancorp, LLC | History | No change | 374,214 | 12,843 | 0.31% | 0.31% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 351,492 | 12,699 | 0.88% | 0.88% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 346,763 | 12,528 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 343,708 | 12,418 | 2.93% | 2.93% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 339,216 | 12,255 | 3.01% | 3.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 332,664 | 12,019 | 2.66% | 2.66% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 326,389 | 11,792 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 348,154 | 11,791 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 348,154 | 11,791 | 0.2% | 0.2% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 324,106 | 11,709 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 322,849 | 11,664 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 321,123 | 11,602 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 319,422 | 11,540 | 4.18% | 4.18% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 313,280 | 11,318 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 310,915 | 11,233 | 1.29% | 1.29% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Curbstone Financial Management Corp | History | No change | 310,768 | 11,228 | 1.91% | 1.91% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 337,202 | 11,002 | 2.02% | 2.19% | 127 | +16,699 | 5.21% | Q3 2026 | Oct 01, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 303,985 | 10,982 | 3.37% | 3.37% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | No change | 312,988 | 10,967 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alliance Wealth Management Group | History | No change | 294,689 | 10,647 | 2.07% | 2.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towercrest Capital Management | History | No change | 294,689 | 10,647 | 1.48% | 1.48% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 294,619 | 10,644 | 2.02% | 2.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 292,233 | 10,558 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 289,888 | 10,473 | 1.29% | 1.29% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 286,376 | 10,346 | 0.6% | 0.6% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bleakley Financial Group, LLC | History | No change | 283,871 | 10,256 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arnold Financial Planning LLC | History | No change | 281,147 | 10,157 | 7.57% | 7.57% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 280,926 | 10,149 | 3.89% | 3.89% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 278,772 | 10,072 | 0.55% | 0.55% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 276,893 | 10,004 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 275,536 | 9,955 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 275,290 | 9,946 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 287,497 | 9,918 | 0.19% | 0.19% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 257,952 | 9,319 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 257,540 | 9,304 | 0.59% | 0.59% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | No change | 255,555 | 9,233 | 4.06% | 4.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 255,494 | 9,231 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Capital Management, Inc. | History | No change | 255,513 | 9,231 | 7.84% | 7.84% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marquette Asset Management, LLC | History | No change | 252,768 | 9,132 | 1.17% | 1.17% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | No change | 251,236 | 9,077 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 251,074 | 9,071 | 0.14% | 0.14% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 249,627 | 9,019 | 0.67% | 0.67% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Athena Investment Management | History | No change | 249,377 | 9,009 | 5.34% | 5.34% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | No change | 247,084 | 8,927 | 4.12% | 4.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 242,285 | 8,753 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 239,633 | 8,657 | 1.28% | 1.28% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 234,510 | 8,472 | 0.26% | 0.26% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Black Diamond Financial, LLC | History | No change | 232,632 | 8,404 | 0.74% | 0.74% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 231,509 | 8,364 | 0.31% | 0.31% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 230,329 | 8,321 | 1.22% | 1.22% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Management Group, Inc. | History | No change | 229,429 | 8,289 | 1.21% | 1.21% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Legacy Financial Solutions, LLC | History | No change | 226,936 | 8,199 | 5.0% | 5.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 226,499 | 8,183 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 224,430 | 8,108 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 221,813 | 8,014 | 2.12% | 2.12% | 165 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Bernard Wealth Management Corp. | History | No change | 221,529 | 8,003 | 2.95% | 2.95% | 166 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Allworth Financial LP | History | No change | 220,085 | 7,951 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 218,995 | 7,912 | 0.74% | 0.74% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 218,977 | 7,910 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 215,809 | 7,797 | 0.8% | 0.8% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 213,700 | 7,721 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monetary Solutions, Ltd | History | No change | 212,603 | 7,681 | 6.61% | 6.61% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 211,573 | 7,644 | 0.66% | 0.66% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWM ADVISORS, LLC | History | No change | 207,566 | 7,499 | 5.91% | 5.91% | 174 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 205,455 | 7,423 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Womack Financial LLC | History | No change | 205,221 | 7,414 | 4.9% | 4.9% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 203,858 | 7,365 | 0.42% | 0.42% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 203,147 | 7,339 | 4.04% | 4.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Weaver Capital Management LLC | History | No change | 251,155 | 7,303 | 1.61% | 1.61% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 200,670 | 7,250 | 0.23% | 0.23% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 199,923 | 7,223 | 3.58% | 3.58% | 181 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Davis Capital Management | History | No change | 198,008 | 7,154 | 4.23% | 4.23% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 194,779 | 7,037 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 193,363 | 6,986 | 3.9% | 3.9% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Powers Advisory Group, LLC | History | No change | 192,801 | 6,965 | 2.18% | 2.18% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orgel Wealth Management, LLC | History | No change | 192,575 | 6,957 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 192,486 | 6,954 | 1.79% | 1.79% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garde Capital, Inc. | History | No change | 191,298 | 6,911 | 0.31% | 0.31% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 190,466 | 6,881 | 0.27% | 0.27% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 188,992 | 6,828 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 188,888 | 6,824 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 188,766 | 6,820 | 1.47% | 1.47% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 188,308 | 6,803 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALLAST ADVISORS LLC | History | No change | 185,570 | 6,704 | 1.6% | 1.6% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James J. Burns & Company, LLC | History | No change | 185,234 | 6,692 | 0.72% | 0.72% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 185,116 | 6,688 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 184,212 | 6,655 | 1.49% | 1.49% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Opus Capital Group, LLC | History | No change | 181,849 | 6,570 | 0.64% | 0.64% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | No change | 181,800 | 6,568 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chesapeake Wealth Management | History | No change | 181,371 | 6,552 | 1.84% | 1.84% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 181,064 | 6,541 | 3.58% | 3.58% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 180,023 | 6,504 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 178,805 | 6,460 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 177,290 | 6,405 | 0.8% | 0.8% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 176,817 | 6,388 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 183,190 | 6,332 | 4.13% | 4.13% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FF Advisors,LLC | History | No change | 174,400 | 6,301 | 2.36% | 2.36% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 173,869 | 6,281 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Values Added Financial LLC | History | No change | 171,198 | 6,185 | 2.23% | 2.23% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 170,877 | 6,173 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Allocation Strategies LLC | History | No change | 167,546 | 6,053 | 0.93% | 0.93% | 211 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 167,203 | 6,041 | 2.44% | 2.44% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Wealth Management | History | No change | 166,639 | 6,020 | 1.08% | 1.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 164,031 | 5,926 | 0.45% | 0.45% | 214 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 163,063 | 5,891 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 161,455 | 5,833 | 3.23% | 3.23% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| K2 Financial Inc. | History | No change | 166,262 | 5,825 | 4.11% | 4.11% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 160,552 | 5,800 | 0.59% | 0.59% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 159,276 | 5,754 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 157,682 | 5,696 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 154,468 | 5,580 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 154,322 | 5,575 | 0.19% | 0.19% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Liberty Capital Management, Inc. | History | No change | 153,367 | 5,541 | 0.95% | 0.95% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFS Advisors, LLC | History | No change | 152,032 | 5,492 | 2.63% | 2.63% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 150,788 | 5,448 | 1.03% | 1.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 149,481 | 5,400 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 148,141 | 5,352 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 147,744 | 5,337 | 0.29% | 0.29% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 147,160 | 5,316 | 3.3% | 3.3% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 146,548 | 5,294 | 1.53% | 1.53% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Phillip James Consulting Co. | History | No change | 145,553 | 5,258 | 3.51% | 3.51% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Councilor Wealth, LLC | History | No change | 145,289 | 5,249 | 2.12% | 2.12% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rinkey Investments | History | No change | 144,667 | 5,226 | 1.23% | 1.23% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Architects, LLC | History | No change | 142,080 | 5,133 | 0.41% | 0.41% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WBH ADVISORY INC | History | No change | 141,443 | 5,110 | 0.34% | 0.34% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destination Wealth Management | History | No change | 140,723 | 5,084 | 0.12% | 0.12% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gordian Advisors LLC | History | No change | 139,995 | 5,058 | 2.97% | 2.97% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 137,946 | 4,983 | 0.44% | 0.44% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 137,491 | 4,967 | 0.99% | 0.99% | 239 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 136,860 | 4,944 | 0.26% | 0.26% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 136,764 | 4,941 | 0.88% | 0.88% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 136,052 | 4,915 | 0.64% | 0.64% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frisco Financial Planning LLC | History | No change | 133,851 | 4,836 | 3.64% | 3.64% | 243 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 133,661 | 4,829 | 3.39% | 3.39% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 132,089 | 4,772 | 0.92% | 0.92% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| United Advisor Group, LLC | History | No change | 131,999 | 4,769 | 0.5% | 0.5% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diligent Investors, LLC | History | No change | 130,578 | 4,717 | 1.05% | 1.05% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 130,211 | 4,704 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 129,475 | 4,677 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Financial Group, LLC | History | No change | 128,796 | 4,653 | 1.46% | 1.46% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 127,938 | 4,622 | 0.21% | 0.21% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 127,769 | 4,616 | 0.25% | 0.25% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sensible Money, LLC | History | No change | 126,857 | 4,583 | 1.22% | 1.22% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 126,578 | 4,573 | 0.87% | 0.87% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gleason Group, Inc. | History | No change | 124,711 | 4,505 | 0.39% | 0.39% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 154,452 | 4,390 | 4.12% | 4.12% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 148,937 | 4,365 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 120,701 | 4,360 | 0.47% | 0.47% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Broadleaf Partners, LLC | History | No change | 119,969 | 4,334 | 0.84% | 0.84% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | No change | 119,612 | 4,321 | 0.55% | 0.55% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 119,009 | 4,299 | 0.48% | 0.48% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | No change | 117,399 | 4,242 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 117,411 | 4,242 | 1.77% | 1.77% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 117,347 | 4,239 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 116,492 | 4,208 | 2.95% | 2.95% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 116,210 | 4,198 | 0.48% | 0.48% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 114,596 | 4,140 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 114,432 | 4,134 | 0.15% | 0.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | No change | 114,180 | 4,125 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 113,089 | 4,085 | 0.39% | 0.39% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | No change | 112,096 | 4,050 | 0.11% | 0.11% | 271 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Valpey Financial Services, LLC | History | No change | 111,356 | 4,023 | 2.4% | 2.4% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 116,340 | 4,021 | 0.21% | 0.21% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 110,320 | 3,985 | 1.68% | 1.68% | 274 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Summit Financial, LLC | History | No change | 110,006 | 3,974 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 108,339 | 3,914 | 1.45% | 1.45% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triangle Securities Wealth Management | History | No change | 107,964 | 3,900 | 0.77% | 0.77% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Csenge Advisory Group | History | No change | 107,662 | 3,889 | 0.16% | 0.16% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Next Capital Management LLC | History | No change | 107,520 | 3,884 | 1.05% | 1.05% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HBK Sorce Advisory LLC | History | No change | 111,334 | 3,862 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 106,792 | 3,858 | 0.23% | 0.23% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| John Boyer, Inc. | History | No change | 106,705 | 3,855 | 3.34% | 3.34% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boltwood Capital Management | History | Reduced | 117,680 | 3,839 | 0.87% | 0.98% | 283 | -137 | -0.12% | Q3 2026 | Oct 02, 2026 |
| Smith Thornton Advisors LLC | History | No change | 111,834 | 3,838 | 1.69% | 1.69% | 284 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 105,562 | 3,813 | 0.44% | 0.44% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 105,388 | 3,807 | 0.17% | 0.17% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 105,005 | 3,793 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 111,652 | 3,781 | 1.38% | 1.38% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 103,998 | 3,757 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 103,747 | 3,748 | 2.53% | 2.53% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 103,191 | 3,728 | 0.57% | 0.57% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Element Wealth, LLC | History | No change | 102,907 | 3,718 | 1.39% | 1.39% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 101,437 | 3,664 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Guardian Financial Partners, LLC | History | No change | 100,588 | 3,634 | 1.41% | 1.41% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avior Wealth Management, LLC | History | No change | 100,460 | 3,629 | 0.1% | 0.1% | 295 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 99,563 | 3,597 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 99,361 | 3,590 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 99,267 | 3,586 | 2.06% | 2.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arcataur Capital Management LLC | History | No change | 99,087 | 3,580 | 0.89% | 0.89% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 97,903 | 3,537 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |