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 | Added to | 118,464,592 | 9,802,944 | 0.72% | 0.52% | 1 | +33,615,148 | 39.62% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 89,198,232 | 7,381,153 | 2.5% | 2.4% | 2 | +5,221,853 | 6.22% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,983,058 | 4,360,505 | 0.28% | 0.27% | 3 | +1,676,736 | 3.27% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 27,022,817 | 2,236,138 | 1.52% | 1.59% | 4 | +454,514 | 1.71% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 25,132,794 | 2,079,738 | 0.13% | 0.12% | 5 | +1,084,388 | 4.51% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | New | 17,476,776 | 1,446,203 | 8.47% | — | 6 | +17,476,776 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,173,092 | 1,090,072 | 0.19% | 0.18% | 7 | -231,665 | -1.73% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,520,160 | 954,440 | 0.22% | 0.13% | 8 | +4,431,074 | 62.51% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,226,310 | 928,977 | 0.25% | 0.25% | 9 | +330,817 | 3.04% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,166,107 | 923,995 | 0.25% | 0.27% | 10 | +279,293 | 2.57% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,853,776 | 898,149 | 0.17% | 0.16% | 11 | +671,799 | 6.6% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,830,619 | 647,983 | 0.07% | 0.09% | 12 | -455,110 | -5.49% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 6,762,049 | 559,559 | 1.23% | 1.03% | 13 | +1,251,320 | 22.71% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,668,337 | 551,804 | 0.86% | 0.78% | 14 | +710,299 | 11.92% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | Added to | 6,390,771 | 528,836 | 10.53% | 10.87% | 15 | +297,406 | 4.88% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,288,276 | 437,604 | 0.13% | 0.13% | 16 | +417,499 | 8.57% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 4,866,484 | 402,701 | 0.06% | 0.06% | 17 | +786,449 | 19.28% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,728,521 | 391,285 | 0.23% | 0.19% | 18 | +483,764 | 11.4% | Q1 2026 | May 08, 2026 |
| Symetra Investment Management Co | History | New | 3,133,225 | 259,274 | 22.46% | — | 19 | +3,133,225 | New | Q1 2026 | May 07, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 2,923,588 | 241,926 | 0.81% | 0.78% | 20 | +8,674 | 0.3% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 2,769,399 | 229,167 | 2.62% | 2.46% | 21 | +172,903 | 6.66% | Q1 2026 | Apr 20, 2026 |
| American Family Investments, Inc. | History | Added to | 2,756,420 | 228,093 | 6.0% | 3.69% | 22 | +1,531,420 | 125.01% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 2,710,658 | 224,225 | 0.38% | 0.15% | 23 | +1,615,135 | 147.43% | Q1 2026 | May 05, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 2,700,000 | 223,425 | 1.32% | 1.37% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,545,297 | 210,623 | 0.22% | 0.22% | 25 | +105,145 | 4.31% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,579,346 | 185,844 | 1.2% | 0.83% | 26 | +123,493 | 8.48% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,203,423 | 182,332 | 0.2% | 0.21% | 27 | +1,727 | 0.08% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,067,803 | 171,110 | 0.03% | 0.03% | 28 | -25,778 | -1.23% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,000,034 | 165,502 | 2.87% | 2.73% | 29 | +161,251 | 8.77% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,000,000 | 165,500 | 0.0% | — | 30 | +2,000,000 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,986,532 | 163,123 | 0.23% | 0.23% | 31 | -8,316,916 | -80.72% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,943,286 | 160,806 | 9.04% | 8.17% | 32 | +125,741 | 6.92% | Q1 2026 | Apr 29, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 1,629,062 | 134,804 | 19.56% | 19.44% | 33 | +13,222 | 0.82% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,582,747 | 130,972 | 0.0% | 0.0% | 34 | -12,093 | -0.76% | Q1 2026 | May 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 1,542,000 | 127,600 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Constellation Investments, Inc. | History | Reduced | 1,532,125 | 126,783 | 4.21% | 4.51% | 36 | -214,200 | -12.27% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,498,006 | 123,960 | 0.68% | 0.54% | 37 | +431,644 | 40.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,473,602 | 121,940 | 0.02% | 0.0% | 38 | +1,093,142 | 287.32% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,391,592 | 115,154 | 1.99% | 2.04% | 39 | +20,924 | 1.53% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 1,360,788 | 112,605 | 11.84% | 11.39% | 40 | +118,905 | 9.57% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,348,769 | 111,610 | 0.12% | 0.12% | 41 | +66,411 | 5.18% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 1,294,286 | 107,102 | 9.0% | 8.88% | 42 | +30,523 | 2.42% | Q1 2026 | Apr 20, 2026 |
| Davidson Capital Management Inc. | History | Added to | 1,292,103 | 106,921 | 19.37% | 16.42% | 43 | +386,499 | 42.68% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,247,587 | 103,237 | 0.14% | 0.14% | 44 | +13,747 | 1.11% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 1,245,551 | 103,069 | 1.64% | 0.41% | 45 | +1,029,481 | 476.46% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,217,898 | 100,781 | 0.21% | 0.21% | 46 | -22,634 | -1.82% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,215,856 | 100,612 | 0.25% | 0.25% | 47 | -65,439 | -5.11% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,200,415 | 98,340 | 0.05% | 0.04% | 48 | +396,935 | 49.4% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,099,963 | 91,021 | 2.55% | 2.3% | 49 | +44,815 | 4.25% | Q1 2026 | Apr 28, 2026 |
| REBALANCE, LLC | History | Added to | 1,076,970 | 89,119 | 5.17% | 5.13% | 50 | +29,365 | 2.8% | Q1 2026 | May 11, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 1,060,313 | 87,740 | 6.63% | 8.24% | 51 | -245,702 | -18.81% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 1,015,034 | 85,009 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,002,543 | 82,961 | 2.27% | 1.32% | 53 | +421,549 | 72.56% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,000,858 | 82,821 | 0.21% | 0.2% | 54 | +107,604 | 12.05% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 999,855 | 82,738 | 0.83% | 0.82% | 55 | +47,703 | 5.01% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 996,012 | 82,420 | 6.22% | 5.51% | 56 | +150,577 | 17.81% | Q1 2026 | May 08, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 987,957 | 81,565 | 4.85% | 4.78% | 57 | +107,920 | 12.26% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Reduced | 973,171 | 80,529 | 10.53% | 11.34% | 58 | -30,178 | -3.01% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 949,261 | 78,552 | 0.78% | 0.79% | 59 | +94,385 | 11.04% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 925,300 | 76,568 | 0.04% | 0.03% | 60 | +121,000 | 15.04% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 922,100 | 76,312 | 0.11% | 0.11% | 61 | +52,971 | 6.09% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Added to | 903,265 | 74,745 | 2.03% | 1.9% | 62 | +43,598 | 5.07% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 988,226 | 72,254 | 0.15% | 0.05% | 63 | +589,007 | 147.54% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 872,080 | 72,164 | 1.07% | 0.99% | 64 | +56,843 | 6.97% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 869,001 | 71,909 | 3.42% | 3.3% | 65 | +15,011 | 1.76% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 837,667 | 69,316 | 4.43% | 4.28% | 66 | +32,058 | 3.98% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 837,187 | 69,277 | 0.1% | 0.09% | 67 | +53,095 | 6.77% | Q1 2026 | Apr 27, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 791,934 | 66,609 | 0.14% | 0.11% | 68 | +395,967 | 100.0% | Q1 2026 | May 12, 2026 |
| GDS Wealth Management | History | Added to | 796,336 | 65,896 | 3.96% | 3.76% | 69 | +79,220 | 11.05% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 790,663 | 65,427 | 0.24% | 0.23% | 70 | +15,943 | 2.06% | Q1 2026 | Apr 24, 2026 |
| 1832 Asset Management L.P. | History | Added to | 783,540 | 64,837 | 0.06% | 0.05% | 71 | +20,314 | 2.66% | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 718,432 | 60,168 | 5.51% | 5.51% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 724,676 | 59,967 | 0.06% | 0.05% | 73 | +71,961 | 11.02% | Q1 2026 | May 12, 2026 |
| WestEnd Advisors, LLC | History | Added to | 715,751 | 59,229 | 1.43% | 1.36% | 74 | +20,630 | 2.97% | Q1 2026 | Apr 22, 2026 |
| Steele Capital Management, Inc. | History | Added to | 710,291 | 58,776 | 2.43% | 2.54% | 75 | +3,016 | 0.43% | Q1 2026 | Apr 29, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 701,744 | 58,069 | 1.22% | — | 76 | +701,744 | New | Q1 2026 | May 15, 2026 |
| Dodds Wealth, LLC | History | Added to | 685,118 | 56,693 | 13.92% | 13.38% | 77 | +33,545 | 5.15% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 684,128 | 56,611 | 0.92% | 0.18% | 78 | +557,790 | 441.51% | Q1 2026 | Apr 22, 2026 |
| Penserra Capital Management LLC | History | Added to | 675,573 | 55,903 | 0.66% | 0.35% | 79 | +327,504 | 94.09% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 674,763 | 55,836 | 0.26% | 0.26% | 80 | +5,514 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 671,988 | 55,607 | 0.02% | 0.17% | 81 | -51,624 | -7.13% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 660,632 | 54,667 | 0.85% | 0.9% | 82 | +5,570 | 0.85% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 656,787 | 54,099 | 0.69% | 0.7% | 83 | +14,494 | 2.26% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 645,564 | 53,420 | 0.22% | 0.22% | 84 | -16,869 | -2.55% | Q1 2026 | May 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 644,294 | 53,315 | 15.08% | 15.11% | 85 | +4,374 | 0.68% | Q1 2026 | May 01, 2026 |
| Arkos Global Advisors | History | Added to | 632,398 | 52,331 | 6.57% | 6.73% | 86 | +2,831 | 0.45% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 623,601 | 51,602 | 3.37% | 2.95% | 87 | +91,015 | 17.09% | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 618,693 | 51,197 | 5.89% | 5.99% | 88 | +23,900 | 4.02% | Q1 2026 | Apr 17, 2026 |
| Evergreen Advisors, LLC | History | Added to | 614,910 | 50,883 | 11.95% | 11.92% | 89 | +31,192 | 5.34% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 606,886 | 50,219 | 1.41% | 1.23% | 90 | +75,293 | 14.16% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 600,530 | 49,697 | 0.25% | 0.26% | 91 | +12,896 | 2.19% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 600,537 | 49,677 | 0.06% | 0.05% | 92 | +130,915 | 27.88% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 595,579 | 49,284 | 0.02% | 0.02% | 93 | -24,602 | -3.97% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | Added to | 590,068 | 48,828 | 5.94% | 5.94% | 94 | +12,861 | 2.23% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 587,605 | 48,626 | 0.08% | 0.08% | 95 | -33,248 | -5.36% | Q1 2026 | May 06, 2026 |
| Focused Wealth Management, Inc | History | Added to | 579,931 | 47,989 | 4.98% | 4.79% | 96 | +32,783 | 5.99% | Q1 2026 | Apr 20, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 546,875 | 45,253 | 9.76% | 9.94% | 97 | +7,232 | 1.34% | Q1 2026 | May 06, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 538,754 | 44,581 | 3.12% | 3.0% | 98 | +22,083 | 4.27% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 526,651 | 44,107 | 0.01% | 0.01% | 99 | +61,808 | 13.3% | Q1 2026 | May 15, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 518,516 | 42,907 | 14.72% | 13.42% | 100 | +34,841 | 7.2% | Q1 2026 | Apr 24, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 491,605 | 40,680 | 1.83% | 0.03% | 101 | +484,717 | 7037.12% | Q1 2026 | Apr 21, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 480,641 | 40,258 | 4.16% | 4.16% | 102 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MilWealth Group LLC | History | Added to | 483,643 | 40,021 | 9.53% | 9.39% | 103 | +12,824 | 2.72% | Q1 2026 | May 01, 2026 |
| Marion Wealth Management | History | Added to | 483,527 | 40,011 | 8.87% | 7.35% | 105 | +89,167 | 22.61% | Q1 2026 | May 12, 2026 |
| Hudock, Inc. | History | Added to | 483,519 | 40,011 | 5.89% | 5.96% | 104 | +300 | 0.06% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 479,047 | 39,641 | 5.03% | 4.87% | 106 | +5,946 | 1.26% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 478,117 | 39,564 | 1.34% | 1.31% | 107 | +43,568 | 10.03% | Q1 2026 | Apr 20, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 474,468 | 39,262 | 8.04% | 7.76% | 108 | +27,335 | 6.11% | Q1 2026 | Apr 06, 2026 |
| Banco Santander, S.A. | History | Added to | 471,537 | 39,019 | 0.31% | 0.21% | 109 | +136,331 | 40.67% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 465,787 | 38,543 | 0.06% | 0.07% | 110 | -63,333 | -11.97% | Q1 2026 | May 15, 2026 |
| Newton One Investments LLC | History | Added to | 464,730 | 38,456 | 10.44% | 11.16% | 111 | +13,102 | 2.9% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 461,945 | 38,225 | 0.1% | 0.1% | 112 | +16,364 | 3.67% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 455,130 | 37,662 | 10.39% | 10.24% | 113 | +13,296 | 3.01% | Q1 2026 | Apr 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 450,085 | 37,244 | 0.43% | 0.42% | 114 | +19,152 | 4.44% | Q1 2026 | May 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 439,330 | 36,253 | 0.02% | 0.03% | 115 | -117,970 | -21.17% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 437,999 | 36,244 | 0.02% | 0.01% | 116 | +211,103 | 93.04% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 437,471 | 36,200 | 0.2% | 0.21% | 117 | -12,320 | -2.74% | Q1 2026 | May 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 423,173 | 35,017 | 4.7% | 4.44% | 118 | +33,838 | 8.69% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 419,322 | 34,698 | 0.38% | 0.39% | 119 | +75,928 | 22.11% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Reduced | 415,601 | 34,390 | 4.59% | 4.49% | 120 | -78 | -0.02% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 410,448 | 33,839 | 0.07% | 0.06% | 121 | +94,277 | 29.82% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 405,333 | 33,541 | 0.78% | 1.31% | 122 | +81,403 | 25.13% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 401,571 | 33,230 | 0.02% | 0.0% | 123 | +276,534 | 221.16% | Q1 2026 | May 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 400,595 | 33,149 | 1.21% | 1.17% | 124 | +29,781 | 8.03% | Q1 2026 | May 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 399,847 | 33,087 | 3.42% | 3.34% | 125 | +16,188 | 4.22% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 399,532 | 33,061 | 0.01% | 0.01% | 126 | -236,150 | -37.15% | Q1 2026 | May 15, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 397,598 | 32,901 | 8.19% | 7.84% | 127 | +19,244 | 5.09% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 396,033 | 32,771 | 0.06% | 0.03% | 128 | +220,286 | 125.34% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 395,833 | 32,755 | 4.28% | 4.11% | 129 | -476 | -0.12% | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Reduced | 395,237 | 32,705 | 0.4% | 0.4% | 130 | -35,677 | -8.28% | Q1 2026 | May 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 393,087 | 32,527 | 4.53% | 4.54% | 131 | +10,330 | 2.7% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 390,395 | 32,305 | 0.24% | 0.27% | 132 | -1,409 | -0.36% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 389,989 | 32,272 | 2.01% | — | 133 | +389,989 | New | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 388,589 | 32,155 | 0.26% | — | 134 | +388,589 | New | Q1 2026 | May 01, 2026 |
| Hirtle & Co., LLC | History | Reduced | 388,219 | 32,125 | 1.1% | 1.11% | 135 | -1,028 | -0.26% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 385,230 | 31,877 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 25 LLC | History | Added to | 374,750 | 31,010 | 9.56% | 9.45% | 137 | +19,026 | 5.35% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 372,583 | 30,831 | 0.52% | 0.46% | 138 | +41,043 | 12.38% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 366,291 | 30,310 | 0.39% | 0.43% | 139 | +16,221 | 4.63% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 362,748 | 30,017 | 0.17% | 0.1% | 140 | +14,108 | 4.05% | Q1 2026 | Apr 29, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 359,763 | 29,770 | 5.87% | 6.16% | 141 | -3,296 | -0.91% | Q1 2026 | May 12, 2026 |
| Pioneer Wealth Management Group | History | Added to | 358,447 | 29,661 | 8.32% | 8.51% | 142 | +23,829 | 7.12% | Q1 2026 | Apr 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 358,431 | 29,660 | 10.46% | 10.24% | 143 | +21,561 | 6.4% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 352,454 | 29,517 | 0.58% | 0.58% | 144 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 350,665 | 29,017 | 0.15% | 0.17% | 145 | +65,926 | 23.15% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 345,199 | 28,817 | 0.43% | 0.6% | 146 | -15,668 | -4.34% | Q1 2026 | Apr 20, 2026 |
| Essex LLC | History | Reduced | 343,429 | 28,418 | 5.02% | 5.25% | 147 | -10,322 | -2.92% | Q1 2026 | Apr 24, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 341,330 | 28,245 | 0.56% | 0.52% | 148 | +3,404 | 1.01% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 339,843 | 28,122 | 0.58% | 0.58% | 149 | +15,997 | 4.94% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 337,077 | 27,893 | 0.01% | 0.01% | 150 | -63,686 | -15.89% | Q1 2026 | May 11, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 335,776 | 27,785 | 4.67% | 4.64% | 151 | +12,435 | 3.85% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 330,049 | 27,311 | 0.3% | 0.3% | 152 | +16,978 | 5.42% | Q1 2026 | Apr 20, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 326,427 | 27,011 | 6.26% | 6.19% | 153 | +12,436 | 3.96% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 321,325 | 26,589 | 0.13% | 0.22% | 154 | -147,459 | -31.46% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 320,710 | 26,539 | 0.21% | 0.17% | 155 | +86,492 | 36.93% | Q1 2026 | Apr 07, 2026 |
| Winch Advisory Services, LLC | History | Added to | 320,635 | 26,532 | 6.06% | 5.9% | 156 | +2,255 | 0.71% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 320,075 | 26,486 | 5.73% | 3.32% | 157 | +137,031 | 74.86% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 319,243 | 26,417 | 0.33% | 0.3% | 158 | +43,570 | 15.8% | Q1 2026 | May 11, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 314,793 | 26,049 | 3.79% | 4.81% | 159 | -57,758 | -15.5% | Q1 2026 | May 14, 2026 |
| Ninety One UK Ltd | History | Added to | 311,749 | 25,797 | 0.06% | 0.0% | 160 | +308,639 | 9924.08% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 306,722 | 25,381 | 0.46% | 0.45% | 161 | +15,359 | 5.27% | Q1 2026 | May 07, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 303,730 | 25,133 | 8.43% | 8.87% | 162 | -12,966 | -4.09% | Q1 2026 | Apr 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 295,340 | 24,439 | 3.05% | 3.06% | 163 | +4,015 | 1.38% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 294,016 | 24,329 | 0.99% | 1.07% | 164 | -66,780 | -18.51% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 291,406 | 24,113 | 0.12% | 0.13% | 165 | +14,180 | 5.11% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 284,556 | 23,546 | 0.02% | 0.01% | 166 | +8,882 | 3.22% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 280,897 | 23,244 | 0.02% | 0.0% | 167 | +234,880 | 510.42% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 279,071 | 23,093 | 3.62% | 3.61% | 168 | +9,922 | 3.69% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 276,960 | 22,918 | 0.65% | 0.71% | 169 | +3,948 | 1.45% | Q1 2026 | Apr 09, 2026 |
| Vident Advisory, LLC | History | Added to | 274,307 | 22,698 | 0.19% | 0.14% | 170 | +84,980 | 44.89% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 274,190 | 22,689 | 0.46% | 0.46% | 171 | -129 | -0.05% | Q1 2026 | May 11, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 272,811 | 22,575 | 3.17% | 3.17% | 172 | -3,139 | -1.14% | Q1 2026 | May 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 268,566 | 22,223 | 8.27% | 7.92% | 173 | +79 | 0.03% | Q1 2026 | May 14, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 269,368 | 22,097 | 0.31% | 0.26% | 174 | +4,155 | 1.57% | Q1 2026 | Apr 22, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 266,114 | 22,020 | 9.7% | 8.95% | 175 | +16,230 | 6.5% | Q1 2026 | May 05, 2026 |
| West Financial Advisors, LLC | History | Added to | 257,997 | 21,349 | 3.62% | 3.61% | 176 | +2,702 | 1.06% | Q1 2026 | Apr 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 255,681 | 21,157 | 1.9% | 1.84% | 177 | -12,482 | -4.65% | Q1 2026 | Apr 24, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 254,036 | 21,021 | 14.36% | 14.62% | 178 | +3,535 | 1.41% | Q1 2026 | Apr 21, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 253,594 | 21,010 | 7.51% | 7.73% | 179 | +14,355 | 6.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 251,847 | 20,840 | 0.04% | 0.04% | 180 | -8,429 | -3.24% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 249,287 | 20,628 | 0.01% | 0.01% | 181 | -29,473 | -10.57% | Q1 2026 | May 18, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 248,049 | 20,526 | 9.31% | 9.26% | 182 | +9,050 | 3.79% | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 244,562 | 20,237 | 0.62% | 0.64% | 183 | -7,575 | -3.0% | Q1 2026 | May 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 242,260 | 20,047 | 2.58% | — | 184 | +242,260 | New | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 240,457 | 19,897 | 0.06% | 0.05% | 185 | -27,517 | -10.27% | Q1 2026 | May 04, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 238,214 | 19,724 | 5.16% | 5.15% | 186 | +16,475 | 7.43% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | Added to | 236,156 | 19,541 | 2.83% | 2.75% | 187 | +6,722 | 2.93% | Q1 2026 | May 13, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 235,761 | 19,509 | 1.99% | — | 188 | +235,761 | New | Q1 2026 | May 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 231,448 | 19,228 | 2.94% | 2.94% | 189 | +9,800 | 4.42% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 232,087 | 19,205 | 0.6% | 0.59% | 190 | +8,372 | 3.74% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 230,023 | 19,034 | 0.69% | 0.69% | 191 | +1,164 | 0.51% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 227,644 | 18,837 | 0.6% | 0.61% | 192 | +5,146 | 2.31% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 225,079 | 18,625 | 0.03% | 0.03% | 193 | +6,354 | 2.91% | Q1 2026 | May 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 222,225 | 18,611 | 0.64% | 0.64% | 194 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Members Advisory Group LLC | History | Added to | 223,958 | 18,532 | 6.36% | 7.07% | 195 | +17 | 0.01% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 220,313 | 18,230 | 1.11% | 1.0% | 196 | +25,885 | 13.31% | Q1 2026 | May 04, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 218,984 | 18,120 | 5.7% | 5.61% | 197 | -3,488 | -1.57% | Q1 2026 | Apr 23, 2026 |
| Longview Financial Advisors LLC | History | Added to | 218,700 | 18,097 | 9.83% | 8.79% | 198 | +28,345 | 14.89% | Q1 2026 | Apr 20, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 218,521 | 18,082 | 16.53% | 16.75% | 199 | +11,308 | 5.46% | Q1 2026 | Apr 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 217,792 | 18,022 | 6.37% | 6.6% | 200 | +6,225 | 2.94% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 213,292 | 17,649 | 0.6% | 0.6% | 201 | -1,524 | -0.71% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 212,289 | 17,566 | 0.03% | 0.0% | 202 | +209,902 | 8793.55% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 210,946 | 17,455 | 0.21% | 0.2% | 203 | +194 | 0.09% | Q1 2026 | May 06, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 209,671 | 17,350 | 7.62% | 7.6% | 204 | +13,844 | 7.07% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 209,677 | 17,302 | 2.76% | 2.72% | 205 | +22,987 | 12.31% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 204,064 | 17,090 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Causey Wealth LLC | History | Added to | 204,943 | 16,959 | 7.2% | 6.86% | 207 | +37,082 | 22.09% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 200,272 | 16,572 | 1.03% | 0.96% | 208 | +13,063 | 6.98% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 200,257 | 16,571 | 0.36% | 0.24% | 209 | +69,308 | 52.93% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 200,000 | 16,550 | 0.12% | — | 210 | +200,000 | New | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 199,562 | 16,513 | 2.44% | 2.29% | 211 | +13,050 | 7.0% | Q1 2026 | Apr 21, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 192,316 | 15,914 | 2.21% | 2.34% | 212 | -8,205 | -4.09% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS | History | Added to | 190,001 | 15,722 | 0.5% | — | 213 | +190,000 | 19000000.0% | Q1 2026 | May 12, 2026 |
| Gibbs Wealth Management | History | Added to | 189,502 | 15,681 | 2.06% | 2.3% | 214 | +76,017 | 66.98% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 186,197 | 15,407 | 5.56% | 5.6% | 215 | -3,884 | -2.04% | Q1 2026 | May 04, 2026 |
| Fortune 45 LLC | History | Added to | 185,555 | 15,354 | 7.48% | 4.27% | 216 | +78,852 | 73.9% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Added to | 184,683 | 15,282 | 3.17% | 3.03% | 217 | +5,483 | 3.06% | Q1 2026 | May 05, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 184,572 | 15,273 | 3.23% | 3.25% | 218 | +3,231 | 1.78% | Q1 2026 | May 12, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 184,551 | 15,271 | 8.85% | — | 219 | +184,551 | New | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Added to | 183,786 | 15,208 | 1.91% | 1.87% | 220 | +2,322 | 1.28% | Q1 2026 | May 04, 2026 |
| Financial Freedom, LLC | History | Added to | 183,524 | 15,186 | 7.56% | 7.34% | 221 | +6,822 | 3.86% | Q1 2026 | Apr 30, 2026 |
| Powers Advisory Group, LLC | History | Added to | 183,084 | 15,150 | 5.34% | 5.18% | 222 | +18,732 | 11.4% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 182,445 | 15,097 | 0.07% | 0.03% | 223 | +118,391 | 184.83% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 182,338 | 15,088 | 0.08% | 0.09% | 224 | -1,805 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 182,102 | 15,068 | 4.71% | 4.77% | 225 | +2,413 | 1.34% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 181,984 | 15,059 | 0.22% | 0.23% | 226 | +807 | 0.45% | Q1 2026 | May 13, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 181,935 | 15,055 | 3.0% | 3.64% | 227 | -43,008 | -19.12% | Q1 2026 | May 12, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 181,038 | 14,980 | 6.05% | 5.76% | 228 | +7,327 | 4.22% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 180,501 | 14,936 | 0.02% | 0.02% | 229 | +47,487 | 35.7% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 178,449 | 14,720 | 0.03% | 0.03% | 230 | -56,274 | -23.97% | Q1 2026 | May 01, 2026 |
| Benchmark Financial, LLC | History | Added to | 176,219 | 14,582 | 13.09% | 13.0% | 231 | +20,484 | 13.15% | Q1 2026 | Apr 21, 2026 |
| Cordant, Inc. | History | Added to | 175,496 | 14,522 | 5.89% | 6.01% | 232 | +4,228 | 2.47% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 174,543 | 14,444 | 0.11% | 0.09% | 233 | +30,249 | 20.96% | Q1 2026 | May 14, 2026 |
| Matrix Trust Co | History | Reduced | 171,935 | 14,228 | 2.36% | 2.41% | 234 | -2,386 | -1.37% | Q1 2026 | Apr 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 170,658 | 14,121 | 0.17% | 0.16% | 235 | -1,903 | -1.1% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 169,301 | 14,009 | 0.71% | 0.69% | 236 | +7,354 | 4.54% | Q1 2026 | May 04, 2026 |
| RFG HOLDINGS, INC. | History | New | 168,134 | 13,913 | 3.5% | — | 237 | +168,134 | New | Q1 2026 | Apr 16, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 166,214 | 13,754 | 8.08% | 8.04% | 238 | +6,336 | 3.96% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Added to | 165,708 | 13,712 | 3.48% | 3.32% | 239 | +11,778 | 7.65% | Q1 2026 | Apr 28, 2026 |
| FLC Capital Advisors | History | Added to | 164,754 | 13,633 | 2.43% | 2.43% | 240 | +7,636 | 4.86% | Q1 2026 | May 01, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 162,814 | 13,472 | 3.56% | 3.54% | 241 | +7,640 | 4.92% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 162,580 | 13,453 | 0.07% | 0.02% | 242 | +109,370 | 205.54% | Q1 2026 | May 14, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 160,545 | 13,285 | 1.56% | 0.92% | 243 | -13,416 | -7.71% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 160,405 | 13,273 | 0.53% | 0.54% | 244 | -4,106 | -2.5% | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 160,173 | 13,254 | 0.72% | 0.9% | 245 | +43,161 | 36.89% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 160,009 | 13,240 | 0.0% | 0.0% | 246 | +121,361 | 314.02% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,500 | 12,950 | 0.05% | 0.05% | 247 | +5,936 | 3.94% | Q1 2026 | Apr 30, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 153,942 | 12,738 | 1.69% | — | 248 | +153,942 | New | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 153,910 | 12,736 | 0.07% | 0.06% | 249 | +19,664 | 14.65% | Q1 2026 | Apr 15, 2026 |
| Passumpsic Savings Bank | History | No change | 149,128 | 12,489 | 6.83% | 6.83% | 250 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Procyon Advisors, LLC | History | Added to | 150,297 | 12,437 | 0.61% | 0.61% | 251 | +2,877 | 1.95% | Q1 2026 | May 04, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 149,600 | 12,379 | 8.1% | 8.5% | 252 | -4,218 | -2.74% | Q1 2026 | May 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 148,252 | 12,267 | 6.38% | 6.48% | 253 | -14,158 | -8.72% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 147,881 | 12,237 | 0.01% | 0.01% | 254 | +2,626 | 1.81% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 146,354 | 12,110 | 3.41% | 3.46% | 255 | +1,549 | 1.07% | Q1 2026 | May 01, 2026 |
| Curran Financial Partners, LLC | History | Added to | 145,227 | 12,017 | 2.15% | 0.78% | 256 | +96,169 | 196.03% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Added to | 144,203 | 11,932 | 0.96% | 0.43% | 257 | +80,896 | 127.78% | Q1 2026 | Apr 16, 2026 |
| TSG Advice Partners, LLC | History | New | 143,627 | 11,885 | 1.78% | — | 258 | +143,627 | New | Q1 2026 | Apr 24, 2026 |
| Pallas Capital Advisors LLC | History | New | 143,071 | 11,839 | 0.45% | — | 259 | +143,071 | New | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 139,455 | 11,679 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 140,444 | 11,641 | 5.11% | 5.63% | 261 | -4,939 | -3.4% | Q1 2026 | May 11, 2026 |
| BluePrint Investing LLC | History | Added to | 140,342 | 11,613 | 9.25% | 8.88% | 262 | +7,183 | 5.39% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 139,747 | 11,564 | 0.7% | 0.04% | 263 | +132,766 | 1901.82% | Q1 2026 | Apr 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 139,572 | 11,549 | 0.79% | 0.78% | 264 | +1,640 | 1.19% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 137,620 | 11,388 | 0.31% | 0.29% | 265 | +1,956 | 1.44% | Q1 2026 | Apr 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 135,928 | 11,248 | 2.15% | 2.02% | 266 | +9,976 | 7.92% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 134,952 | 11,167 | 0.1% | 0.11% | 267 | -40,770 | -23.2% | Q1 2026 | May 13, 2026 |
| Napier Financial, LLC | History | Added to | 133,960 | 11,085 | 2.54% | 2.8% | 268 | +239 | 0.18% | Q1 2026 | May 05, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 133,613 | 11,054 | 3.05% | 3.05% | 269 | -2,517 | -1.85% | Q1 2026 | Apr 27, 2026 |
| Frisco Financial Planning LLC | History | Added to | 132,102 | 10,931 | 9.02% | 9.03% | 270 | +3,122 | 2.42% | Q1 2026 | May 12, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 130,698 | 10,864 | 7.58% | 7.59% | 271 | +13,164 | 11.2% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Nebraska | History | Reduced | 128,020 | 10,593 | 1.07% | 1.35% | 272 | -12,676 | -9.01% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | New | 127,441 | 10,545 | 2.24% | — | 273 | +127,441 | New | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 127,106 | 10,517 | 0.15% | 0.11% | 274 | +22,965 | 22.05% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 127,027 | 10,511 | 0.17% | 0.04% | 275 | +94,971 | 296.27% | Q1 2026 | Apr 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 126,404 | 10,459 | 2.49% | 2.53% | 276 | +3,116 | 2.53% | Q1 2026 | Apr 22, 2026 |
| CMH Wealth Management LLC | History | Added to | 125,269 | 10,366 | 1.78% | 2.21% | 277 | +2,233 | 1.81% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Added to | 125,236 | 10,364 | 0.27% | 0.26% | 278 | +18,004 | 16.79% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 125,192 | 10,359 | 0.2% | 0.16% | 279 | +21,756 | 21.03% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 124,802 | 10,314 | 0.18% | 0.37% | 280 | +29,323 | 30.71% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 123,948 | 10,256 | 0.13% | 0.13% | 281 | +3,167 | 2.62% | Q1 2026 | Apr 28, 2026 |
| Heritage Trust Co | History | Added to | 123,699 | 10,236 | 1.03% | 0.98% | 282 | +8,274 | 7.17% | Q1 2026 | May 13, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 123,665 | 10,233 | 4.14% | 3.15% | 283 | +36,195 | 41.38% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 123,570 | 10,225 | 0.1% | 0.11% | 284 | -6,373 | -4.9% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 123,530 | 10,222 | 0.21% | 0.13% | 285 | +55,604 | 81.86% | Q1 2026 | Apr 13, 2026 |
| Finivi Inc. | History | Added to | 123,196 | 10,194 | 5.57% | 4.8% | 286 | +24,184 | 24.43% | Q1 2026 | Apr 10, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 123,130 | 10,189 | 2.67% | 2.23% | 287 | +7,930 | 6.88% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 122,672 | 10,151 | 1.97% | 1.95% | 288 | +72 | 0.06% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 121,405 | 10,046 | 1.88% | 1.44% | 289 | +30,028 | 32.86% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Added to | 121,106 | 10,021 | 1.28% | 1.25% | 290 | +5,165 | 4.45% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Added to | 120,626 | 9,981 | 3.77% | 3.4% | 291 | +1,044 | 0.87% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 118,700 | 9,804 | 0.11% | 0.11% | 292 | +1,969 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Divergent Planning, LLC | History | No change | 115,213 | 9,647 | 2.46% | 2.46% | 293 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 116,467 | 9,638 | 2.47% | 2.29% | 294 | -991 | -0.84% | Q1 2026 | Apr 28, 2026 |
| FineMark National Bank & Trust | History | No change | 113,759 | 9,527 | 0.3% | 0.3% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 114,956 | 9,511 | 0.3% | 0.24% | 296 | -15,266 | -11.72% | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 114,311 | 9,459 | 6.34% | 6.8% | 297 | -5,354 | -4.47% | Q1 2026 | Apr 29, 2026 |
| Envision Financial LLC | History | Added to | 113,675 | 9,406 | 5.06% | 4.89% | 298 | +3,242 | 2.94% | Q1 2026 | Apr 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 113,081 | 9,357 | 1.3% | 1.26% | 299 | +467 | 0.41% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 112,100 | 9,276 | 0.11% | 0.11% | 300 | +10,339 | 10.16% | Q1 2026 | Apr 20, 2026 |