VANGUARD INDEX FUNDS - VBR
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 | 13,679,532 | 3,323,989 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 4,872,925 | 1,184,072 | 2.04% | 2.04% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 3,863,641 | 938,826 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 2,812,964 | 683,522 | 1.16% | 1.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 1,745,538 | 424,153 | 10.47% | 10.47% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,676,389 | 407,345 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,593,329 | 387,159 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 1,544,049 | 375,188 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,515,431 | 368,221 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,466,671 | 356,386 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,294,112 | 314,456 | 0.48% | 0.48% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,201,689 | 291,998 | 0.27% | 0.27% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,035,273 | 251,336 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,025,471 | 249,179 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 854,208 | 207,770 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 844,489 | 205,202 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 833,299 | 202,483 | 0.21% | 0.21% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 815,364 | 198,125 | 2.17% | 2.17% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 794,000 | 187,836 | 0.55% | 0.55% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 761,123 | 184,945 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 702,244 | 170,638 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 675,077 | 164,076 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 658,265 | 159,951 | 0.68% | 0.68% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 639,128 | 155,301 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 626,525 | 152,239 | 1.33% | 1.33% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 617,562 | 150,061 | 0.52% | 0.52% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 550,938 | 133,872 | 0.17% | 0.17% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 538,661 | 130,889 | 0.82% | 0.82% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 535,469 | 130,113 | 1.25% | 1.25% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 509,083 | 123,702 | 0.92% | 0.92% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 485,216 | 117,902 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 474,531 | 115,306 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 468,410 | 113,819 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 466,502 | 107,775 | 6.16% | 6.36% | 34 | +3,360 | 0.73% | Q3 2026 | Oct 09, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 398,418 | 96,329 | 6.87% | 6.87% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 385,819 | 93,750 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 382,947 | 93,052 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Systems of Alabama | History | No change | 382,480 | 92,938 | 0.28% | 0.28% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JMG Financial Group, Ltd. | History | No change | 379,798 | 92,287 | 2.23% | 2.23% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 367,336 | 89,264 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 341,900 | 83,078 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 331,750 | 80,611 | 0.86% | 0.86% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 327,918 | 79,684 | 17.26% | 17.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 324,328 | 78,808 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 322,177 | 78,285 | 7.11% | 7.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 317,453 | 76,839 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 302,916 | 73,605 | 0.82% | 0.82% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1832 Asset Management L.P. | History | No change | 297,518 | 72,293 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 290,690 | 70,634 | 1.89% | 1.89% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 282,251 | 68,584 | 2.61% | 2.61% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 275,370 | 63,618 | 3.92% | 3.97% | 51 | +19,985 | 7.83% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 261,253 | 63,482 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisory Corp | History | No change | 258,499 | 62,812 | 8.33% | 8.33% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 258,163 | 62,697 | 0.35% | 0.35% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 257,473 | 62,563 | 1.27% | 1.27% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 248,766 | 60,448 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 247,996 | 60,260 | 5.26% | 5.26% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WIT, LLC | History | No change | 242,389 | 58,898 | 0.94% | 0.94% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 235,903 | 57,322 | 1.03% | 1.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zhang Financial LLC | History | No change | 226,097 | 54,939 | 1.6% | 1.6% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | No change | 223,617 | 54,336 | 0.6% | 0.6% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Planning Group, Inc. | History | No change | 221,445 | 53,808 | 6.65% | 6.65% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 218,163 | 53,011 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 217,250 | 52,789 | 0.29% | 0.29% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 210,635 | 51,182 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 199,493 | 48,474 | 10.47% | 10.47% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 196,061 | 47,640 | 0.22% | 0.22% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | No change | 192,874 | 46,866 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 187,984 | 45,699 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 187,080 | 45,458 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 184,812 | 44,907 | 1.19% | 1.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Comprehensive Financial Management LLC | History | No change | 184,376 | 44,801 | 1.47% | 1.47% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 181,462 | 44,093 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 176,809 | 42,963 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 174,818 | 42,478 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 170,343 | 41,391 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 167,237 | 40,636 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 160,911 | 39,099 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 158,217 | 38,445 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 155,199 | 37,711 | 0.23% | 0.23% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 152,687 | 37,101 | 3.32% | 3.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management Group, Inc. | History | No change | 150,058 | 36,462 | 5.34% | 5.34% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 154,175 | 35,619 | 7.23% | 7.34% | 83 | +7,471 | 5.09% | Q3 2026 | Oct 07, 2026 |
| Waldron Private Wealth LLC | History | No change | 144,689 | 35,176 | 1.22% | 1.22% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 142,094 | 34,527 | 1.75% | 1.75% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marotta Asset Management | History | Added to | 148,437 | 34,293 | 5.82% | 5.97% | 86 | +631 | 0.43% | Q3 2026 | Oct 02, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 139,983 | 34,014 | 6.3% | 6.3% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 139,326 | 33,854 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 134,962 | 32,794 | 13.85% | 13.85% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verus Financial Partners, Inc. | History | No change | 132,360 | 32,162 | 2.75% | 2.75% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 25 LLC | History | No change | 131,378 | 31,923 | 8.74% | 8.74% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 131,099 | 31,855 | 0.46% | 0.46% | 92 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 130,298 | 31,661 | 4.97% | 4.97% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Architects, LLC | History | No change | 129,165 | 31,385 | 2.48% | 2.48% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 127,220 | 30,913 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brickley Wealth Management | History | No change | 126,040 | 30,626 | 4.4% | 4.4% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 125,363 | 30,464 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BHK Investment Advisors, LLC | History | No change | 124,520 | 30,257 | 9.04% | 9.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 117,555 | 28,564 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 116,187 | 28,232 | 1.09% | 1.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 116,033 | 28,194 | 1.31% | 1.31% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 114,999 | 27,943 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 114,613 | 27,849 | 0.2% | 0.2% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 114,125 | 27,731 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performa Ltd (US), LLC | History | No change | 111,091 | 26,994 | 4.36% | 4.36% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 122,757 | 26,872 | 0.44% | 0.44% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 115,980 | 26,794 | 4.36% | 4.65% | 107 | +1,299 | 1.13% | Q3 2026 | Oct 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 108,531 | 26,371 | 0.31% | 0.31% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Advisors / MI | History | No change | 107,366 | 26,088 | 1.58% | 1.58% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Coast Investments LLC | History | No change | 105,958 | 25,746 | 7.67% | 7.67% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 105,469 | 25,627 | 0.26% | 0.26% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HILLMAN CO | History | No change | 104,335 | 25,352 | 8.97% | 8.97% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 102,774 | 24,973 | 3.18% | 3.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Partners in Financial Planning | History | No change | 99,603 | 24,202 | 3.67% | 3.67% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| E&R Wealth Management, LLC | History | No change | 99,405 | 24,154 | 20.49% | 20.49% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PDS Planning, Inc | History | No change | 97,954 | 23,801 | 1.38% | 1.38% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TrueWealth Financial Partners | History | No change | 95,773 | 23,271 | 9.62% | 9.62% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 95,456 | 23,194 | 4.32% | 4.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | No change | 91,469 | 22,226 | 0.56% | 0.56% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 90,711 | 22,041 | 0.58% | 0.58% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 89,148 | 21,662 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 88,819 | 21,582 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 88,025 | 21,456 | 3.92% | 3.92% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 87,560 | 21,276 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 86,349 | 20,984 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 84,814 | 20,608 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 84,066 | 20,427 | 4.91% | 4.91% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Robinswood Financial LLC | History | No change | 82,608 | 20,073 | 5.75% | 5.75% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 80,770 | 19,626 | 3.01% | 3.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 79,492 | 19,315 | 0.64% | 0.64% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 79,220 | 19,249 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| St. Louis Trust Co | History | No change | 4,959 | 19,068 | 2.18% | 2.18% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Black Diamond Financial, LLC | History | No change | 78,049 | 18,965 | 1.67% | 1.67% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 77,936 | 18,937 | 0.58% | 0.58% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 77,528 | 18,838 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 80,304 | 18,552 | 2.11% | 2.26% | 136 | -1,064 | -1.31% | Q3 2026 | Oct 08, 2026 |
| LMG Wealth Partners, LLC | History | No change | 76,108 | 18,493 | 2.96% | 2.96% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 75,052 | 18,236 | 3.08% | 3.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 74,105 | 18,006 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Family CFO Inc | History | No change | 73,425 | 17,841 | 6.87% | 6.87% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 73,339 | 17,820 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 73,201 | 17,787 | 2.15% | 2.15% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 70,397 | 17,105 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 70,187 | 17,054 | 1.04% | 1.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 69,013 | 16,769 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 68,723 | 16,699 | 0.75% | 0.75% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Traveka Wealth, LLC | History | No change | 68,288 | 16,593 | 5.52% | 5.52% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 67,900 | 16,499 | 0.62% | 0.62% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 67,802 | 16,475 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 67,544 | 16,412 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 67,451 | 16,389 | 0.36% | 0.36% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 66,949 | 16,268 | 0.19% | 0.19% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 64,781 | 16,174 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steele Capital Management, Inc. | History | No change | 66,141 | 16,071 | 0.59% | 0.59% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 65,695 | 15,963 | 1.68% | 1.68% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 65,686 | 15,961 | 0.42% | 0.42% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 65,357 | 15,881 | 2.27% | 2.27% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 64,840 | 15,755 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Payne Capital Management, LLC | History | No change | 64,545 | 15,683 | 4.18% | 4.18% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 64,484 | 15,669 | 7.72% | 7.72% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jacobsen Capital Management | History | No change | 64,231 | 15,607 | 4.56% | 4.56% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 63,065 | 15,324 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BancFirst Trust & Investment Management | History | No change | 62,754 | 15,248 | 6.43% | 6.43% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Weinberger Asset Management, Inc | History | No change | 61,043 | 14,933 | 4.79% | 4.79% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 60,849 | 14,785 | 0.18% | 0.18% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 60,571 | 14,718 | 2.48% | 2.48% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 59,556 | 14,471 | 0.28% | 0.28% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 58,878 | 14,306 | 1.21% | 1.21% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 58,628 | 14,246 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 57,968 | 14,085 | 0.19% | 0.19% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 57,812 | 14,047 | 0.18% | 0.18% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Strategies LLC | History | No change | 57,636 | 14,005 | 1.39% | 1.39% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 57,611 | 13,998 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 57,438 | 13,957 | 3.54% | 3.54% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 57,440 | 13,957 | 2.41% | 2.41% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Apella Capital, LLC | History | Reduced | 60,050 | 13,941 | 0.18% | 0.21% | 176 | -2,008 | -3.24% | Q3 2026 | Oct 08, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 56,505 | 13,730 | 2.17% | 2.17% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | Reduced | 59,018 | 13,634 | 1.27% | 1.28% | 178 | -332 | -0.56% | Q3 2026 | Oct 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 56,015 | 13,610 | 1.27% | 1.27% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 55,851 | 13,571 | 2.55% | 2.55% | 180 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Veery Capital, LLC | History | Added to | 58,722 | 13,566 | 3.61% | 3.75% | 181 | +1,195 | 2.08% | Q3 2026 | Oct 07, 2026 |
| Capital Advantage, Inc. | History | No change | 55,290 | 13,434 | 1.64% | 1.64% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Inlight Wealth Management, LLC | History | No change | 55,104 | 13,389 | 4.26% | 4.26% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 54,237 | 13,179 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Firestone Capital Management | History | No change | 54,147 | 13,157 | 2.45% | 2.45% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 53,767 | 13,064 | 7.01% | 7.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 52,563 | 12,772 | 1.08% | 1.08% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sepio Capital, LP | History | No change | 52,223 | 12,689 | 0.64% | 0.64% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oath Planning, LLC | History | No change | 51,947 | 12,622 | 9.37% | 9.37% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 51,858 | 12,600 | 6.75% | 6.75% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lansing Street Advisors | History | No change | 51,593 | 12,536 | 2.66% | 2.66% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 51,111 | 12,419 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Degree Advisors Inc | History | No change | 51,012 | 12,382 | 2.76% | 2.76% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balance Wealth Partners LLC | History | No change | 50,737 | 12,328 | 3.28% | 3.28% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| M&T BANK CORP | History | No change | 50,727 | 12,325 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 49,775 | 12,094 | 2.23% | 2.23% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAYPORT, LLC | History | No change | 49,609 | 12,054 | 1.87% | 1.87% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 49,560 | 12,042 | 0.88% | 0.88% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 49,341 | 11,989 | 0.35% | 0.35% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 48,944 | 11,893 | 1.3% | 1.3% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 48,902 | 11,882 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 51,362 | 11,866 | 7.58% | 7.94% | 202 | -899 | -1.72% | Q3 2026 | Oct 05, 2026 |
| Advisory Alpha, LLC | History | No change | 48,560 | 11,800 | 0.29% | 0.29% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 47,757 | 11,604 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,074 | 11,568 | 0.08% | 0.09% | 205 | +4,769 | 10.53% | Q3 2026 | Oct 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 47,274 | 11,487 | 3.53% | 3.53% | 206 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clayton Financial Group LLC | History | No change | 47,019 | 11,425 | 6.32% | 6.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 46,917 | 11,400 | 4.66% | 4.66% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 46,486 | 11,295 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 46,355 | 11,263 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 46,304 | 11,251 | 0.62% | 0.62% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 46,253 | 11,238 | 0.94% | 0.94% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 46,002 | 11,178 | 0.66% | 0.66% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 45,689 | 11,102 | 0.17% | 0.17% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Family Wealth, LLC | History | No change | 45,356 | 11,021 | 1.97% | 1.97% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 45,316 | 11,011 | 0.63% | 0.63% | 216 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shepherd Financial Partners LLC | History | No change | 45,136 | 10,967 | 0.9% | 0.9% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 45,025 | 10,940 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hegarty Advisors, LLC | History | No change | 44,971 | 10,927 | 7.52% | 7.52% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 44,940 | 10,919 | 1.64% | 1.64% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wrenne Financial Planning LLC | History | No change | 44,818 | 10,890 | 3.68% | 3.68% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 44,685 | 10,858 | 0.58% | 0.58% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 44,539 | 10,822 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 44,334 | 10,772 | 0.31% | 0.31% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 44,293 | 10,762 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mainsail Financial Group, LLC | History | No change | 44,016 | 10,695 | 3.63% | 3.63% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 43,533 | 10,578 | 0.61% | 0.61% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 42,630 | 10,358 | 0.16% | 0.16% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 42,341 | 10,288 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JBGlobal.com LLC | History | No change | 42,250 | 10,266 | 8.98% | 8.98% | 230 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 42,150 | 10,242 | 1.02% | 1.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 42,081 | 10,225 | 0.79% | 0.79% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 46,086 | 10,012 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Capital Management, LLC | History | No change | 41,187 | 10,007 | 1.89% | 1.89% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 40,611 | 9,868 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 40,400 | 9,816 | 0.33% | 0.33% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elgethun Capital Management | History | No change | 39,970 | 9,712 | 1.35% | 1.35% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Garde Capital, Inc. | History | No change | 39,800 | 9,671 | 0.43% | 0.43% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 39,710 | 9,649 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | No change | 39,653 | 9,635 | 1.08% | 1.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 38,893 | 9,450 | 2.31% | 2.31% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 40,565 | 9,371 | 5.63% | 5.82% | 242 | +728 | 1.83% | Q3 2026 | Oct 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 38,480 | 9,350 | 0.47% | 0.47% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 38,430 | 9,338 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 38,318 | 9,310 | 0.2% | 0.2% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 38,289 | 9,303 | 1.95% | 1.95% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quent Capital, LLC | History | No change | 38,134 | 9,266 | 0.57% | 0.57% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 39,813 | 9,197 | 2.04% | 2.29% | 248 | -1,321 | -3.21% | Q3 2026 | Oct 08, 2026 |
| Fairway Financial, LLC | History | No change | 37,525 | 9,118 | 6.24% | 6.24% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 37,338 | 9,072 | 2.21% | 2.21% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Partners, LLC | History | No change | 37,125 | 9,020 | 0.46% | 0.46% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Portside Wealth Group, LLC | History | No change | 36,960 | 8,980 | 1.05% | 1.05% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Towerpoint Wealth, LLC | History | No change | 36,794 | 8,940 | 3.09% | 3.09% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 36,641 | 8,903 | 1.11% | 1.11% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meramec Financial Planners, LLC | History | No change | 36,141 | 8,879 | 3.24% | 3.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 36,336 | 8,847 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 35,853 | 8,712 | 0.58% | 0.58% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPINNAKER TRUST | History | No change | 35,813 | 8,702 | 0.42% | 0.42% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 35,671 | 8,667 | 0.37% | 0.37% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 35,241 | 8,563 | 4.04% | 4.04% | 260 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Plum Street Advisors, LLC | History | No change | 35,143 | 8,539 | 2.73% | 2.73% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 36,924 | 8,530 | 1.49% | 1.94% | 262 | -370 | -0.99% | Q3 2026 | Oct 08, 2026 |
| Granby Capital Management, LLC | History | No change | 35,000 | 8,504 | 4.44% | 4.44% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 34,971 | 8,497 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 34,819 | 8,460 | 5.19% | 5.19% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aurelius Family Office LLC | History | No change | 34,752 | 8,444 | 3.33% | 3.33% | 266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 34,741 | 8,441 | 0.2% | 0.2% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Retirement Advice LLC | History | No change | 34,691 | 8,429 | 5.77% | 5.77% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tacita Capital Inc | History | No change | 34,568 | 8,399 | 4.56% | 4.56% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,539 | 8,392 | 0.27% | 0.27% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 34,527 | 8,389 | 0.95% | 0.95% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 36,177 | 8,358 | 5.21% | 5.37% | 272 | +32 | 0.09% | Q3 2026 | Oct 09, 2026 |
| E-Wealth Partners, LLC | History | No change | 34,384 | 8,354 | 6.04% | 6.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 34,212 | 8,313 | 2.03% | 2.03% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| General Partner, Inc. | History | No change | 35,936 | 8,302 | 4.45% | 4.7% | 275 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 33,871 | 8,230 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 33,857 | 8,226 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 33,658 | 8,178 | 0.83% | 0.83% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 35,016 | 8,089 | 1.67% | 1.76% | 279 | -379 | -1.07% | Q3 2026 | Oct 05, 2026 |
| GeoWealth Management, LLC | History | No change | 33,225 | 8,073 | 0.25% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 34,888 | 8,060 | 0.88% | 0.95% | 281 | -1,115 | -3.1% | Q3 2026 | Oct 09, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 34,878 | 8,057 | 4.29% | 4.4% | 282 | +207 | 0.6% | Q3 2026 | Oct 06, 2026 |
| Serenity Investment Advisors | History | No change | 32,475 | 8,037 | 3.43% | 3.43% | 283 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 32,852 | 7,982 | 0.17% | 0.17% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Towne Trust Company, N.A | History | No change | 32,582 | 7,917 | 2.4% | 2.4% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 32,386 | 7,869 | 2.24% | 2.24% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 32,314 | 7,852 | 6.17% | 6.17% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 31,793 | 7,725 | 1.92% | 1.92% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compass Ion Advisors, LLC | History | No change | 31,778 | 7,721 | 0.67% | 0.67% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 31,402 | 7,601 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 31,057 | 7,546 | 0.57% | 0.57% | 291 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 30,870 | 7,536 | 2.95% | 2.95% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 30,954 | 7,521 | 1.51% | 1.51% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Added to | 32,187 | 7,436 | 0.2% | 0.21% | 294 | +1,991 | 6.59% | Q3 2026 | Oct 02, 2026 |
| American Investment Services, Inc. | History | No change | 30,374 | 7,380 | 1.56% | 1.56% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 30,277 | 7,357 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SkyOak Wealth, LLC | History | No change | 30,101 | 7,314 | 1.19% | 1.19% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Leeward Financial Partners, LLC | History | No change | 30,097 | 7,313 | 1.92% | 1.92% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Management, Inc. | History | No change | 30,045 | 7,300 | 1.05% | 1.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boston Partners | History | No change | 29,901 | 7,265 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |