VANGUARD SCOTTSDALE FUNDS - VCIT
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 | 120,653,396 | 9,972,003 | 0.64% | 0.64% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 95,703,099 | 7,909,861 | 2.36% | 2.36% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 56,889,419 | 4,719,546 | 0.26% | 0.26% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 27,848,061 | 2,301,642 | 1.35% | 1.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 23,252,432 | 1,921,813 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,968,104 | 1,154,464 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 11,734,683 | 969,871 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,184,832 | 924,426 | 0.15% | 0.15% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,434,239 | 779,711 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,831,122 | 737,859 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,140,228 | 672,789 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEPC LLC | History | No change | 7,419,110 | 613,189 | 11.44% | 11.44% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,359,239 | 608,241 | 0.84% | 0.84% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 5,914,540 | 488,836 | 0.94% | 0.94% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 5,592,906 | 462,253 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | No change | 5,359,255 | 442,942 | 2.41% | 2.41% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symetra Investment Management Co | History | No change | 5,220,575 | 431,480 | 37.71% | 37.71% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Family Investments, Inc. | History | No change | 5,008,438 | 413,947 | 7.47% | 7.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,878,704 | 403,224 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,629,469 | 382,625 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 3,481,108 | 287,713 | 0.28% | 0.28% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,133,493 | 258,983 | 0.77% | 0.77% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,681,213 | 221,602 | 0.34% | 0.34% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,552,753 | 210,985 | 2.21% | 2.21% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | No change | 2,420,462 | 200,051 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 2,299,189 | 190,027 | 2.72% | 2.72% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 2,248,961 | 185,876 | 0.26% | 0.26% | 27 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | No change | 2,246,329 | 185,659 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,202,952 | 182,074 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST INTERSTATE BANK | History | No change | 2,148,198 | 177,548 | 9.26% | 9.26% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 1,808,658 | 149,485 | 17.36% | 17.36% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,759,612 | 145,432 | 0.71% | 0.71% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,675,481 | 138,767 | 0.83% | 0.83% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlackRock, Inc. | History | No change | 1,602,709 | 132,463 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 1,542,000 | 127,446 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,500,000 | 123,975 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,454,830 | 120,241 | 1.75% | 1.75% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,436,086 | 119,065 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,424,549 | 117,738 | 8.93% | 8.93% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 1,394,338 | 115,242 | 14.53% | 14.53% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,372,355 | 113,425 | 10.42% | 10.42% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 1,317,245 | 108,870 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Davidson Capital Management Inc. | History | No change | 1,313,317 | 108,545 | 17.39% | 17.39% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 1,294,171 | 106,963 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,278,897 | 105,719 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Constellation Investments, Inc. | History | No change | 1,275,335 | 105,406 | 3.31% | 3.31% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 1,197,667 | 98,987 | 2.44% | 2.44% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REBALANCE, LLC | History | No change | 1,193,980 | 98,682 | 5.17% | 5.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 1,169,563 | 96,664 | 1.53% | 1.53% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,044,906 | 84,752 | 4.62% | 4.62% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Alpha, LLC | History | No change | 1,021,669 | 84,441 | 2.07% | 2.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Capital Management, LLC | History | No change | 1,015,539 | 83,934 | 5.71% | 5.71% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SG Americas Securities, LLC | History | No change | 997,791 | 82,467 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 997,362 | 82,431 | 0.72% | 0.72% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 980,080 | 81,004 | 0.74% | 0.74% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Busey Bank | History | No change | 918,403 | 75,905 | 1.84% | 1.84% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 917,416 | 75,824 | 0.9% | 0.9% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GDS Wealth Management | History | No change | 900,339 | 74,413 | 3.54% | 3.54% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,010,021 | 73,176 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Financial Services, Inc. | History | No change | 885,012 | 73,146 | 3.2% | 3.2% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 877,347 | 72,512 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 876,200 | 72,417 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 852,735 | 70,478 | 4.09% | 4.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 821,555 | 67,901 | 5.52% | 5.52% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 817,498 | 67,564 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1832 Asset Management L.P. | History | No change | 816,167 | 67,456 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 804,327 | 66,477 | 2.03% | 2.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 795,228 | 65,725 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 764,743 | 63,206 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steele Capital Management, Inc. | History | No change | 762,109 | 62,988 | 2.32% | 2.32% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 748,988 | 61,666 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Florida Trust Wealth Management Co | History | No change | 735,069 | 60,753 | 1.51% | 1.51% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 730,783 | 60,399 | 0.14% | 0.14% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 729,532 | 60,295 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 719,637 | 59,477 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dodds Wealth, LLC | History | No change | 712,028 | 58,849 | 13.24% | 13.24% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 709,689 | 58,659 | 0.24% | 0.24% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 705,578 | 58,316 | 0.71% | 0.71% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 686,270 | 56,720 | 14.82% | 14.82% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 671,504 | 55,499 | 0.21% | 0.21% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RiverFront Investment Group, LLC | History | No change | 661,746 | 54,693 | 0.72% | 0.72% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hanson & Doremus Investment Management | History | No change | 661,001 | 54,632 | 5.56% | 5.56% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOWE & RUSLING INC | History | No change | 658,720 | 54,443 | 3.16% | 3.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 651,041 | 53,808 | 0.67% | 0.67% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 649,424 | 53,674 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focused Wealth Management, Inc | History | No change | 649,173 | 53,654 | 4.67% | 4.67% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkos Global Advisors | History | No change | 638,941 | 52,808 | 6.25% | 6.25% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evergreen Advisors, LLC | History | No change | 637,756 | 52,710 | 11.25% | 11.25% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 636,520 | 52,615 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 631,125 | 52,162 | 6.32% | 6.32% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 613,965 | 50,744 | 6.4% | 6.4% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arista Wealth Management, LLC | History | No change | 613,150 | 50,676 | 5.47% | 5.47% | 92 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WINTON GROUP Ltd | History | No change | 605,000 | 50,003 | 1.62% | 1.62% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Penserra Capital Management LLC | History | No change | 600,175 | 49,604 | 0.38% | 0.38% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capula Management Ltd | History | No change | 600,000 | 49,590 | 0.18% | 0.18% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 601,336 | 49,423 | 9.15% | 9.15% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 582,699 | 48,160 | 0.22% | 0.22% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 568,072 | 46,951 | 3.0% | 3.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 557,273 | 46,058 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 533,408 | 44,086 | 13.57% | 13.57% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 533,201 | 44,069 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 532,173 | 44,037 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 530,927 | 43,881 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 522,804 | 43,209 | 0.37% | 0.37% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marion Wealth Management | History | No change | 522,764 | 43,206 | 8.79% | 8.79% | 105 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 520,571 | 43,025 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MilWealth Group LLC | History | No change | 516,400 | 42,680 | 9.1% | 9.1% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 537,523 | 42,093 | 7.54% | 8.06% | 108 | +13,887 | 2.65% | Q3 2026 | Oct 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 505,082 | 41,745 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudock, Inc. | History | No change | 496,838 | 41,063 | 5.26% | 5.26% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apella Capital, LLC | History | Added to | 516,265 | 40,408 | 0.51% | 0.37% | 111 | +192,526 | 59.47% | Q3 2026 | Oct 08, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 480,641 | 39,711 | 3.8% | 3.8% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Capital Management, LLC | History | No change | 476,136 | 39,352 | 0.42% | 0.42% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | No change | 468,863 | 38,751 | 1.1% | 1.1% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 461,483 | 37,843 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 456,652 | 37,742 | 0.35% | 0.35% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newton One Investments LLC | History | No change | 447,083 | 36,951 | 9.31% | 9.31% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 440,674 | 36,421 | 0.17% | 0.17% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 436,998 | 36,117 | 0.36% | 0.36% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Financial Advisors, LLC | History | No change | 436,396 | 36,068 | 4.34% | 4.34% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 428,030 | 35,376 | 7.94% | 7.94% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 425,525 | 35,169 | 5.04% | 5.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 418,568 | 34,595 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Asset Management, LLC | History | No change | 416,901 | 34,456 | 4.42% | 4.42% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 415,986 | 34,381 | 0.64% | 0.64% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 412,499 | 34,093 | 3.03% | 3.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | No change | 406,927 | 33,632 | 0.38% | 0.38% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 406,658 | 33,610 | 0.19% | 0.19% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 400,595 | 33,149 | 1.21% | 1.21% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 400,976 | 33,140 | 0.61% | 0.61% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 399,996 | 33,059 | 0.24% | 0.24% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 25 LLC | History | No change | 397,366 | 32,842 | 8.99% | 8.99% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 394,021 | 32,565 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 392,533 | 32,442 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 388,878 | 32,140 | 0.35% | 0.35% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 385,230 | 31,839 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pioneer Wealth Management Group | History | Added to | 404,127 | 31,647 | 7.47% | 7.81% | 137 | +12,771 | 3.26% | Q3 2026 | Oct 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 380,053 | 31,411 | 0.15% | 0.15% | 138 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 379,883 | 31,397 | 0.62% | 0.62% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 377,159 | 31,172 | 9.41% | 9.41% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WESCAP Management Group, Inc. | History | No change | 370,956 | 30,659 | 5.72% | 5.72% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 367,859 | 30,404 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 366,780 | 30,314 | 0.22% | 0.22% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 360,601 | 29,803 | 4.49% | 4.49% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Scott Capital Advisors, LLC | History | No change | 356,028 | 29,425 | 4.61% | 4.61% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cerity Partners LLC | History | No change | 381,158 | 29,341 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex LLC | History | No change | 353,279 | 29,198 | 4.43% | 4.43% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 352,980 | 29,174 | 0.18% | 0.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 346,715 | 28,655 | 0.5% | 0.5% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 346,086 | 28,603 | 0.29% | 0.29% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 331,167 | 27,473 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 330,099 | 27,282 | 3.68% | 3.68% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 329,314 | 27,217 | 6.03% | 6.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winch Advisory Services, LLC | History | No change | 326,324 | 26,970 | 5.6% | 5.6% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 326,164 | 26,957 | 0.41% | 0.41% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 327,930 | 26,952 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 325,230 | 26,876 | 0.13% | 0.13% | 157 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 324,053 | 26,782 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 318,145 | 26,294 | 5.41% | 5.41% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 304,808 | 25,192 | 2.85% | 2.85% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 304,388 | 25,157 | 3.58% | 3.58% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 302,920 | 25,036 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 318,057 | 24,961 | 0.6% | 0.16% | 163 | +246,308 | 343.29% | Q3 2026 | Oct 09, 2026 |
| Allen Investment Management, LLC | History | No change | 301,467 | 24,916 | 0.3% | 0.3% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 291,785 | 24,116 | 2.21% | 2.21% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 291,373 | 24,081 | 1.15% | 1.15% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 281,848 | 23,294 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 279,615 | 23,110 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 278,244 | 22,996 | 8.7% | 8.7% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Wealth Partners, LLC | History | No change | 277,432 | 22,929 | 3.08% | 3.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 277,171 | 22,908 | 7.87% | 7.87% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 276,123 | 22,821 | 0.43% | 0.43% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Financial Advisors, LLC | History | No change | 273,712 | 22,622 | 3.44% | 3.44% | 173 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 271,831 | 22,481 | 0.25% | 0.25% | 174 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Net Worth Advisory Group | History | No change | 271,123 | 22,408 | 5.65% | 5.65% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 269,493 | 22,273 | 0.59% | 0.59% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hassell Wealth Management, LLC | History | No change | 272,231 | 22,273 | 6.83% | 6.83% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 265,533 | 21,946 | 6.83% | 6.83% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 261,504 | 21,613 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RKL Wealth Management LLC | History | No change | 258,946 | 21,401 | 1.71% | 1.71% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 256,228 | 21,177 | 2.7% | 2.7% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminvest Wealth Management LLC | History | No change | 255,861 | 21,124 | 4.91% | 4.91% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 255,153 | 21,088 | 2.44% | 2.44% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SpringVest Wealth Management LLC | History | No change | 251,390 | 20,777 | 13.07% | 13.07% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 250,212 | 20,680 | 0.55% | 0.55% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 248,924 | 20,573 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 246,847 | 20,401 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 242,452 | 20,038 | 9.9% | 9.9% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GoalFusion Wealth Management, LLC | History | Reduced | 255,217 | 19,986 | 7.99% | 8.75% | 189 | -7,104 | -2.71% | Q3 2026 | Oct 06, 2026 |
| Arbor Wealth Management LLC\AZ | History | No change | 241,437 | 19,954 | 17.73% | 17.73% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 241,237 | 19,938 | 0.53% | 0.53% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 240,669 | 19,891 | 2.6% | 2.6% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Greenspring Advisors, LLC | History | No change | 240,250 | 19,856 | 1.1% | 1.1% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 237,048 | 19,591 | 16.77% | 16.77% | 194 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| McLean Asset Management Corp | History | No change | 236,905 | 19,250 | 2.54% | 2.54% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 231,783 | 19,156 | 0.63% | 0.63% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equita Financial Network, Inc. | History | No change | 228,767 | 18,907 | 5.25% | 5.25% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 228,381 | 18,875 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TAGStone Capital, Inc. | History | No change | 228,161 | 18,857 | 5.99% | 5.99% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Causey Wealth LLC | History | No change | 227,336 | 18,789 | 7.34% | 7.34% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 227,319 | 18,787 | 8.75% | 8.75% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 239,880 | 18,705 | 2.69% | 2.73% | 202 | +8,075 | 3.48% | Q3 2026 | Oct 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 224,833 | 18,583 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 222,143 | 18,360 | 6.99% | 6.99% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roundview Capital LLC | History | No change | 222,037 | 18,351 | 1.0% | 1.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XY Planning Network, Inc. | History | No change | 220,232 | 18,202 | 2.28% | 2.28% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 217,375 | 17,966 | 0.61% | 0.61% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 216,715 | 17,911 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 215,558 | 17,815 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 210,918 | 17,432 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 209,423 | 17,308 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Financial Group LLC | History | No change | 207,613 | 17,159 | 1.93% | 1.93% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 203,084 | 16,784 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneAscent Financial Services LLC | History | No change | 201,165 | 16,626 | 0.79% | 0.79% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 201,144 | 16,624 | 0.29% | 0.29% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Wealth, LLC | History | No change | 200,405 | 16,563 | 0.17% | 0.17% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northwest Bancshares, Inc. | History | No change | 197,587 | 16,330 | 2.94% | 2.94% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 196,092 | 16,207 | 5.3% | 5.3% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Powers Advisory Group, LLC | History | No change | 195,822 | 16,184 | 5.07% | 5.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 195,676 | 16,172 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 205,708 | 16,108 | 4.31% | 9.69% | 221 | -278,620 | -57.53% | Q3 2026 | Oct 09, 2026 |
| Towerpoint Wealth, LLC | History | No change | 189,622 | 15,672 | 5.42% | 5.42% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Coyle Financial Counsel LLC | History | No change | 189,477 | 15,660 | 2.86% | 2.86% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cordant, Inc. | History | No change | 188,917 | 15,614 | 5.62% | 5.62% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fortune 45 LLC | History | No change | 188,877 | 15,610 | 6.67% | 6.67% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Freedom, LLC | History | No change | 187,578 | 15,503 | 7.12% | 7.12% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quaker Wealth Management, LLC | History | No change | 185,717 | 15,349 | 4.47% | 4.47% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 194,760 | 15,251 | 1.72% | 4.26% | 228 | -244,057 | -55.62% | Q3 2026 | Oct 09, 2026 |
| RFG HOLDINGS, INC. | History | No change | 183,633 | 15,177 | 3.18% | 3.18% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 183,469 | 15,163 | 2.86% | 2.86% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLC Capital Advisors | History | No change | 181,924 | 15,036 | 2.42% | 2.42% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 180,706 | 14,935 | 3.39% | 3.39% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Benchmark Financial, LLC | History | No change | 179,426 | 14,829 | 12.09% | 12.09% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 178,813 | 14,778 | 1.73% | 1.73% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jupiter Topco LLC | History | No change | 178,501 | 14,753 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 177,479 | 14,668 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 176,606 | 14,596 | 0.63% | 0.63% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 170,966 | 14,130 | 7.76% | 7.76% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Peak Financial Management, Inc. | History | No change | 170,334 | 14,078 | 3.23% | 3.23% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 169,895 | 14,041 | 2.27% | 2.27% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 168,428 | 13,920 | 1.73% | 1.73% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 166,774 | 13,783 | 0.62% | 0.62% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Matrix Trust Co | History | Added to | 174,978 | 13,703 | 1.99% | 2.08% | 243 | +1,634 | 0.94% | Q3 2026 | Oct 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 165,762 | 13,700 | 0.23% | 0.23% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 165,116 | 13,646 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 162,657 | 13,443 | 1.08% | 1.08% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 161,962 | 13,386 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 158,428 | 13,094 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 157,538 | 13,020 | 6.37% | 6.37% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ST GERMAIN D J CO INC | History | No change | 155,271 | 12,833 | 0.46% | 0.46% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pallas Capital Advisors LLC | History | No change | 154,295 | 12,752 | 0.39% | 0.39% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 154,193 | 12,744 | 7.55% | 7.55% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 153,282 | 12,668 | 3.13% | 3.13% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Erickson Financial Group, LLC | History | No change | 150,752 | 12,459 | 6.68% | 6.68% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Members Advisory Group LLC | History | No change | 149,176 | 12,329 | 3.44% | 3.44% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Banco Santander, S.A. | History | No change | 147,791 | 12,214 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 147,444 | 12,186 | 0.77% | 0.77% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| iA Global Asset Management Inc. | History | No change | 146,321 | 12,093 | 0.14% | 0.14% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Advisors Inc. | History | No change | 145,292 | 12,008 | 2.06% | 2.06% | 259 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 142,549 | 11,781 | 0.68% | 0.68% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 144,050 | 11,728 | 4.71% | 4.71% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 140,188 | 11,586 | 7.23% | 7.23% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 140,081 | 11,577 | 4.14% | 4.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BluePrint Investing LLC | History | No change | 138,532 | 11,449 | 8.56% | 8.56% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 138,508 | 11,447 | 1.95% | 1.95% | 265 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 138,506 | 11,447 | 2.75% | 2.75% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Napier Financial, LLC | History | No change | 137,118 | 11,332 | 2.36% | 2.36% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 136,666 | 11,295 | 0.26% | 0.26% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 134,062 | 11,080 | 2.25% | 2.25% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covington Investment Advisors Inc. | History | No change | 133,995 | 11,075 | 1.43% | 1.43% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 133,093 | 11,041 | 0.14% | 0.14% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 132,460 | 10,947 | 0.2% | 0.2% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 139,395 | 10,916 | 0.44% | 0.26% | 273 | +60,645 | 77.01% | Q3 2026 | Oct 08, 2026 |
| Heritage Trust Co | History | No change | 130,568 | 10,791 | 0.93% | 0.93% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 130,290 | 10,768 | 2.24% | 2.24% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 132,193 | 10,749 | 0.18% | 0.18% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 132,193 | 10,749 | 0.18% | 0.18% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 129,652 | 10,715 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Nebraska | History | No change | 129,276 | 10,684 | 0.95% | 0.95% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | No change | 128,307 | 10,604 | 0.23% | 0.23% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | No change | 127,578 | 10,556 | 0.17% | 0.17% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 127,475 | 10,535 | 0.12% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 127,351 | 10,525 | 0.34% | 0.34% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 127,224 | 10,515 | 0.12% | 0.12% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 134,040 | 10,496 | 0.28% | 0.29% | 285 | -3,506 | -2.55% | Q3 2026 | Oct 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 126,761 | 10,476 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 126,257 | 10,435 | 0.08% | 0.08% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 126,106 | 10,422 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envision Financial LLC | History | No change | 124,185 | 10,263 | 4.73% | 4.73% | 289 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prepared Retirement Institute LLC | History | No change | 123,736 | 10,226 | 4.35% | 4.35% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Finivi Inc. | History | No change | 123,173 | 10,180 | 5.22% | 5.22% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 122,389 | 10,115 | 0.15% | 0.15% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NYL Investors LLC | History | No change | 122,372 | 10,114 | 3.88% | 3.88% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JT Stratford LLC | History | No change | 122,258 | 10,104 | 1.11% | 1.11% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 121,178 | 10,015 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frisco Financial Planning LLC | History | Added to | 127,328 | 9,971 | 7.76% | 7.78% | 296 | +2,410 | 1.93% | Q3 2026 | Oct 05, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 127,319 | 9,970 | 1.69% | 1.73% | 297 | +4,387 | 3.57% | Q3 2026 | Oct 07, 2026 |
| Family CFO Inc | History | No change | 119,883 | 9,908 | 3.81% | 3.81% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sagace Wealth Management LLC | History | No change | 116,544 | 9,632 | 6.04% | 6.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silver Coast Investments LLC | History | No change | 116,454 | 9,624 | 2.87% | 2.87% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |