VANGUARD INDEX FUNDS - VB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 21,579,198 | 6,541,086 | 0.42% | 0.42% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,094,439 | 2,453,587 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,112,663 | 1,549,750 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,139,634 | 1,254,805 | 0.16% | 0.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,935,022 | 1,192,572 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,420,614 | 1,036,856 | 1.28% | 1.28% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LPL Financial LLC | History | No change | 3,301,516 | 1,000,755 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,914,921 | 883,570 | 1.35% | 1.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,813,902 | 852,949 | 0.46% | 0.46% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,634,215 | 789,233 | 0.32% | 0.32% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 2,278,949 | 690,793 | 0.73% | 0.73% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,122,591 | 643,400 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,062,501 | 625,185 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,038,406 | 618,332 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 2,021,950 | 612,893 | 0.36% | 0.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,986,263 | 602,076 | 0.3% | 0.3% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,913,874 | 580,133 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,747,986 | 529,849 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,715,012 | 519,854 | 1.0% | 1.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,585,209 | 479,942 | 0.58% | 0.58% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,558,749 | 472,487 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,478,793 | 448,251 | 5.48% | 5.48% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 1,267,408 | 384,176 | 0.35% | 0.35% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,240,289 | 373,699 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,186,781 | 359,739 | 0.3% | 0.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 1,178,370 | 357,187 | 7.73% | 7.73% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 1,157,296 | 350,799 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,065,927 | 323,388 | 0.38% | 0.38% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 959,311 | 290,786 | 0.28% | 0.28% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 950,658 | 288,163 | 0.36% | 0.36% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 938,568 | 284,498 | 3.8% | 3.8% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 930,912 | 282,107 | 0.34% | 0.34% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 873,688 | 264,832 | 1.17% | 1.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 844,581 | 256,009 | 0.35% | 0.35% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 787,375 | 238,669 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 785,131 | 237,988 | 0.82% | 0.82% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 759,092 | 230,095 | 4.86% | 4.86% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 745,936 | 226,108 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 709,612 | 215,097 | 0.37% | 0.37% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 659,527 | 199,915 | 0.32% | 0.32% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 653,239 | 198,009 | 3.47% | 3.47% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVIS R M INC | History | No change | 616,237 | 186,793 | 2.95% | 2.95% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 600,979 | 182,168 | 1.8% | 1.8% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1832 Asset Management L.P. | History | No change | 579,086 | 175,532 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 567,165 | 171,919 | 0.46% | 0.46% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 557,087 | 168,864 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 534,925 | 162,146 | 2.84% | 2.84% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 522,390 | 158,346 | 1.49% | 1.49% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 506,003 | 153,379 | 1.13% | 1.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 482,252 | 146,180 | 0.43% | 0.43% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 478,322 | 144,989 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 462,685 | 140,248 | 1.53% | 1.53% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STATE STREET CORP | History | No change | 462,337 | 140,143 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 454,602 | 137,799 | 0.28% | 0.28% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fusion Family Wealth, LLC | History | No change | 440,832 | 136,624 | 9.08% | 9.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 419,138 | 127,049 | 0.76% | 0.76% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 412,889 | 125,154 | 0.15% | 0.15% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 412,077 | 124,908 | 1.44% | 1.44% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 476,205 | 124,727 | 4.56% | 4.56% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 410,869 | 124,542 | 0.4% | 0.4% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 407,068 | 123,390 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 395,334 | 119,833 | 7.14% | 7.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 393,762 | 119,357 | 2.26% | 2.26% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 389,955 | 118,203 | 0.65% | 0.65% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 387,212 | 117,371 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 380,442 | 115,319 | 6.19% | 6.19% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 380,254 | 115,262 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 382,477 | 108,810 | 8.59% | 9.02% | 68 | -835 | -0.22% | Q3 2026 | Oct 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 355,934 | 107,891 | 0.25% | 0.25% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 354,954 | 107,593 | 2.04% | 2.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 354,954 | 107,593 | 1.78% | 1.78% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | No change | 329,358 | 99,834 | 0.61% | 0.61% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Karpus Management, Inc. | History | No change | 319,556 | 96,863 | 2.79% | 2.79% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 306,174 | 92,807 | 0.27% | 0.27% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 302,910 | 91,817 | 0.57% | 0.57% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 293,140 | 88,856 | 2.27% | 2.27% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 281,530 | 85,337 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 281,100 | 85,207 | 13.1% | 13.1% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 280,808 | 85,118 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 258,663 | 78,405 | 2.81% | 2.81% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 257,140 | 77,944 | 7.29% | 7.29% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 255,406 | 77,418 | 6.77% | 6.77% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smithfield Trust Co | History | No change | 251,979 | 76,459 | 3.05% | 3.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Auto-Owners Insurance Co | History | No change | 249,028 | 75,485 | 1.7% | 1.7% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 247,593 | 73,819 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 242,540 | 73,518 | 0.12% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 237,908 | 72,114 | 0.33% | 0.33% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 237,840 | 72,094 | 0.47% | 0.47% | 88 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 236,909 | 71,811 | 0.33% | 0.33% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 229,713 | 69,630 | 1.26% | 1.26% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | No change | 225,580 | 68,378 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 225,077 | 68,225 | 0.32% | 0.32% | 92 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MAI Capital Management | History | No change | 224,136 | 67,940 | 0.26% | 0.26% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthquest Corp | History | No change | 222,880 | 67,559 | 4.26% | 4.26% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 219,466 | 66,529 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 219,403 | 66,505 | 1.93% | 1.93% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 219,247 | 66,458 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 216,420 | 65,602 | 0.13% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 215,155 | 65,217 | 0.62% | 0.62% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WIT, LLC | History | No change | 213,076 | 64,584 | 1.03% | 1.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 225,605 | 64,432 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 210,237 | 63,727 | 0.48% | 0.48% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | No change | 204,425 | 61,965 | 0.68% | 0.68% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ellenbecker Investment Group | History | No change | 199,894 | 60,592 | 7.04% | 7.04% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 194,489 | 58,953 | 0.74% | 0.74% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 190,361 | 57,702 | 1.26% | 1.26% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| American Trust | History | No change | 189,427 | 57,419 | 4.43% | 4.43% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 189,238 | 57,361 | 0.34% | 0.34% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chandler Asset Management, Inc. | History | No change | 187,220 | 56,750 | 8.0% | 8.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 192,065 | 56,611 | 1.13% | 1.13% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 185,047 | 56,091 | 0.68% | 0.68% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballast, Inc. | History | No change | 184,845 | 56,030 | 10.57% | 10.57% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| &PARTNERS | History | No change | 182,529 | 55,288 | 0.23% | 0.23% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 179,533 | 54,420 | 4.27% | 4.27% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 176,047 | 53,363 | 0.85% | 0.85% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MilWealth Group LLC | History | No change | 173,301 | 52,530 | 11.2% | 11.2% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 169,243 | 51,300 | 3.05% | 3.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 168,264 | 51,004 | 3.86% | 3.86% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Financial Group, LLC | History | No change | 167,764 | 50,852 | 2.74% | 2.74% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garde Capital, Inc. | History | No change | 167,731 | 50,842 | 2.28% | 2.28% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMG National Trust Bank | History | No change | 165,626 | 50,204 | 1.03% | 1.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AA Financial Advisors, LLC | History | No change | 160,869 | 48,762 | 5.86% | 5.86% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apella Capital, LLC | History | Added to | 169,474 | 48,635 | 0.62% | 0.62% | 123 | +21,462 | 14.5% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 160,428 | 48,629 | 0.74% | 0.74% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 158,328 | 47,992 | 11.03% | 11.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 153,346 | 46,452 | 1.22% | 1.22% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CX Institutional | History | Reduced | 162,723 | 46,293 | 1.25% | 1.47% | 127 | -5,347 | -3.18% | Q3 2026 | Oct 02, 2026 |
| ALPS ADVISORS INC | History | No change | 152,155 | 46,121 | 0.22% | 0.22% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investments & Financial Planning, LLC | History | No change | 149,530 | 45,325 | 21.46% | 21.46% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brown Financial Advisory | History | No change | 147,831 | 44,810 | 18.72% | 18.72% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 147,448 | 44,694 | 0.34% | 0.34% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 146,186 | 44,311 | 6.31% | 6.31% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 146,099 | 44,285 | 3.86% | 3.86% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 143,354 | 43,453 | 1.57% | 1.57% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aufman Associates Inc | History | No change | 141,062 | 42,758 | 17.04% | 17.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 140,656 | 42,635 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | No change | 137,688 | 41,735 | 4.7% | 4.7% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 137,569 | 41,699 | 1.54% | 1.54% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compound Planning, Inc. | History | No change | 137,539 | 41,690 | 1.09% | 1.09% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 136,256 | 41,301 | 0.98% | 0.98% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 135,435 | 41,053 | 1.52% | 1.52% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | No change | 134,707 | 40,832 | 0.41% | 0.41% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 134,058 | 40,635 | 1.12% | 1.12% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Scott Capital Advisors, LLC | History | No change | 132,758 | 40,241 | 6.3% | 6.3% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 132,415 | 40,137 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 132,169 | 40,063 | 0.22% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 132,140 | 40,054 | 7.25% | 7.25% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Whelan Financial | History | No change | 129,593 | 39,282 | 10.7% | 10.7% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidal Investments LLC | History | No change | 128,947 | 39,086 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 127,593 | 38,676 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 127,397 | 38,616 | 0.22% | 0.22% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Randolph Co Inc | History | No change | 126,306 | 38,285 | 3.22% | 3.22% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pure Financial Advisors, LLC | History | No change | 126,112 | 38,227 | 0.49% | 0.49% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 125,748 | 38,116 | 0.23% | 0.23% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 125,108 | 37,922 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm Partners Management LLC | History | No change | 124,998 | 37,889 | 1.13% | 1.13% | 156 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 124,872 | 37,850 | 3.59% | 3.59% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | No change | 122,525 | 37,248 | 1.5% | 1.5% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 122,573 | 37,154 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wolff Financial Management LLC | History | No change | 121,432 | 36,808 | 7.34% | 7.34% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 121,101 | 36,708 | 4.69% | 4.69% | 161 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 120,996 | 36,676 | 12.85% | 12.85% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 119,902 | 36,344 | 0.19% | 0.19% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 119,327 | 36,170 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WP Advisors, LLC | History | No change | 118,864 | 36,030 | 8.72% | 8.72% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Circle Wealth Management, LLC | History | No change | 117,586 | 35,642 | 0.45% | 0.45% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 117,108 | 35,497 | 0.35% | 0.35% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 116,926 | 35,442 | 0.39% | 0.39% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 116,555 | 35,330 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 115,437 | 34,991 | 1.26% | 1.26% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 115,463 | 34,971 | 0.19% | 0.19% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 114,328 | 34,655 | 0.75% | 0.75% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 114,139 | 34,597 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 112,791 | 34,189 | 0.4% | 0.4% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 110,885 | 33,610 | 6.32% | 6.32% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 110,711 | 33,558 | 1.23% | 1.23% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Howard Capital Management Group, LLC | History | No change | 109,897 | 33,311 | 2.04% | 2.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 109,265 | 33,120 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF HAWAII | History | No change | 108,559 | 32,906 | 1.62% | 1.62% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 106,081 | 32,155 | 4.79% | 4.79% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | No change | 105,915 | 32,104 | 1.39% | 1.39% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | No change | 105,892 | 32,098 | 0.18% | 0.18% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 103,126 | 31,259 | 0.57% | 0.57% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 102,876 | 31,183 | 0.4% | 0.4% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 102,541 | 31,082 | 1.46% | 1.46% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SP Asset Management LLC | History | No change | 102,238 | 30,990 | 2.48% | 2.48% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 100,858 | 30,572 | 1.54% | 1.54% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 100,816 | 30,559 | 0.34% | 0.34% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 100,534 | 30,473 | 0.26% | 0.26% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 106,739 | 30,366 | 10.86% | 11.11% | 190 | -2,589 | -2.37% | Q3 2026 | Oct 06, 2026 |
| Modera Wealth Management, LLC | History | No change | 99,867 | 30,271 | 0.32% | 0.32% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 99,194 | 30,067 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 98,662 | 29,906 | 1.73% | 1.73% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRB Wealth Management, LLC | History | No change | 98,465 | 29,846 | 3.97% | 3.97% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 98,397 | 29,826 | 1.09% | 1.09% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MBE Wealth Management, LLC | History | No change | 98,047 | 29,719 | 10.45% | 10.45% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 97,940 | 29,687 | 1.62% | 1.62% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 96,303 | 29,191 | 1.55% | 1.55% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 95,164 | 28,845 | 0.55% | 0.55% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 95,625 | 28,831 | 3.3% | 3.3% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 92,772 | 28,120 | 11.71% | 11.71% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bleakley Financial Group, LLC | History | No change | 91,884 | 27,851 | 0.35% | 0.35% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 91,350 | 27,689 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 91,129 | 27,623 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 90,467 | 27,424 | 0.68% | 0.68% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Family Wealth, LLC | History | No change | 90,379 | 27,395 | 4.9% | 4.9% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WBH ADVISORY INC | History | No change | 89,618 | 27,164 | 1.82% | 1.82% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 87,872 | 26,635 | 0.72% | 0.72% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 87,670 | 26,574 | 1.07% | 1.07% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 87,486 | 26,518 | 0.33% | 0.33% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 87,170 | 26,422 | 0.37% | 0.37% | 211 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 86,672 | 26,271 | 5.47% | 5.47% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 86,317 | 26,164 | 0.53% | 0.53% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeDora Capital, Inc. | History | No change | 86,239 | 26,140 | 5.68% | 5.68% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 85,699 | 25,977 | 1.1% | 1.1% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 85,513 | 25,920 | 1.88% | 1.88% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 84,191 | 25,519 | 0.21% | 0.21% | 217 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 84,171 | 25,513 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | No change | 83,316 | 25,259 | 10.97% | 10.97% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 81,665 | 24,754 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 81,125 | 24,590 | 1.18% | 1.18% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BCK Partners, Inc. | History | No change | 80,458 | 24,388 | 11.76% | 11.76% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 80,223 | 24,317 | 6.92% | 6.92% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Investment Advisors / MI | History | No change | 78,810 | 23,888 | 1.45% | 1.45% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 78,096 | 23,672 | 0.58% | 0.58% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 77,964 | 23,632 | 4.56% | 4.56% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 77,776 | 23,450 | 4.73% | 4.73% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 77,283 | 23,426 | 1.99% | 1.99% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Twele Capital Management, Inc. | History | No change | 76,439 | 23,170 | 3.78% | 3.78% | 229 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 75,758 | 22,963 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 74,861 | 22,691 | 0.56% | 0.56% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 74,700 | 22,643 | 3.24% | 3.24% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 74,685 | 22,638 | 0.23% | 0.23% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAM Advisors, LLC | History | No change | 74,596 | 22,611 | 6.17% | 6.17% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 74,582 | 22,607 | 4.45% | 4.45% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 74,541 | 22,594 | 0.1% | 0.1% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 74,319 | 22,527 | 1.91% | 1.91% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 74,060 | 22,448 | 0.16% | 0.16% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 73,321 | 22,224 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Charles Schwab Trust Co | History | No change | 73,151 | 22,173 | 1.24% | 1.24% | 240 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Marietta Wealth Management, LLC | History | No change | 72,359 | 21,933 | 2.26% | 2.26% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 71,790 | 21,760 | 0.34% | 0.34% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 71,522 | 21,679 | 1.04% | 1.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 70,763 | 21,449 | 0.36% | 0.36% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 70,589 | 21,396 | 1.17% | 1.17% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gemmer Asset Management LLC | History | No change | 69,547 | 21,081 | 1.42% | 1.42% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 68,897 | 20,883 | 10.13% | 10.13% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 68,766 | 20,844 | 0.61% | 0.61% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 67,606 | 20,492 | 0.29% | 0.29% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 67,280 | 20,393 | 4.05% | 4.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AJ Advisors, LLC | History | No change | 66,781 | 20,242 | 6.29% | 6.29% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aries Wealth Management | History | No change | 66,637 | 20,199 | 3.97% | 3.97% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 66,281 | 20,091 | 0.28% | 0.28% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Old Mission Investment Co LLC | History | No change | 66,050 | 20,021 | 4.17% | 4.17% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 65,839 | 19,957 | 3.23% | 3.23% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 65,708 | 19,917 | 3.15% | 3.15% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 65,265 | 19,763 | 4.04% | 4.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 65,160 | 19,751 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 73,740 | 19,313 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crane Advisory, LLC | History | No change | 64,565 | 19,235 | 2.76% | 2.76% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 63,255 | 19,173 | 0.21% | 0.21% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 63,557 | 18,971 | 0.35% | 0.35% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Performance Wealth Partners, LLC | History | No change | 62,311 | 18,887 | 0.47% | 0.47% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 62,242 | 18,866 | 2.76% | 2.76% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AGF MANAGEMENT LTD | History | No change | 61,981 | 18,787 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nelson Capital Management, LLC | History | No change | 61,952 | 18,778 | 2.06% | 2.06% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG HOLDINGS, INC. | History | No change | 61,812 | 18,736 | 3.93% | 3.93% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| True North Advisors, LLC | History | No change | 61,751 | 18,717 | 1.79% | 1.79% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McAdam, LLC | History | No change | 61,748 | 18,717 | 0.72% | 0.72% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 61,660 | 18,690 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equity Wealth Partners, LLC | History | No change | 61,430 | 18,620 | 6.69% | 6.69% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 61,078 | 18,513 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 69,190 | 18,489 | 0.31% | 0.31% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 64,670 | 18,397 | 0.74% | 0.78% | 274 | -311 | -0.48% | Q3 2026 | Oct 08, 2026 |
| Focused Wealth Management, Inc | History | No change | 59,868 | 18,147 | 1.58% | 1.58% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tribridge Partners Financial LLC | History | No change | 60,827 | 18,058 | 7.08% | 7.08% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | No change | 60,211 | 17,951 | 0.49% | 0.49% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealth Architects, LLC | History | No change | 58,944 | 17,867 | 1.41% | 1.41% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 58,679 | 17,786 | 3.14% | 3.14% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 58,458 | 17,719 | 0.33% | 0.33% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 58,318 | 17,677 | 0.6% | 0.6% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plum Street Advisors, LLC | History | No change | 57,507 | 17,431 | 5.57% | 5.57% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 57,241 | 17,350 | 0.37% | 0.37% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 56,738 | 17,198 | 0.67% | 0.67% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 56,616 | 17,161 | 4.08% | 4.08% | 285 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 56,130 | 17,014 | 3.6% | 3.6% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 56,075 | 16,997 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 56,075 | 16,997 | 1.7% | 1.7% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trust Co of the South | History | No change | 56,049 | 16,989 | 2.39% | 2.39% | 289 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| NICOLET BANKSHARES INC | History | No change | 55,781 | 16,852 | 0.54% | 0.54% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 55,545 | 16,836 | 8.7% | 8.7% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| White Wing Wealth Management | History | No change | 55,140 | 16,714 | 8.72% | 8.72% | 292 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 58,201 | 16,557 | 6.62% | 7.03% | 293 | +787 | 1.37% | Q3 2026 | Oct 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 54,570 | 16,541 | 0.18% | 0.18% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 58,074 | 16,521 | 8.8% | 9.19% | 295 | +67 | 0.12% | Q3 2026 | Oct 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 54,504 | 16,521 | 4.39% | 4.39% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 53,772 | 16,299 | 0.15% | 0.15% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 54,872 | 16,290 | 0.27% | 0.27% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 54,872 | 16,290 | 0.27% | 0.27% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 53,537 | 16,228 | 0.9% | 0.9% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |