VANGUARD SCOTTSDALE FUNDS - VCLT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 16,328,911 | 1,220,096 | 0.07% | 0.03% | 1 | +9,052,146 | 124.4% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 3,152,697 | 235,569 | 0.79% | 0.76% | 2 | +40,672 | 1.31% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 2,833,000 | 211,681 | 7.23% | 6.23% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ALLIANZ SE | History | No change | 2,416,012 | 180,524 | 2.0% | 2.36% | 4 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,413,529 | 180,338 | 0.01% | 0.01% | 5 | -232,399 | -8.78% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,407,338 | 179,876 | 0.03% | 0.01% | 6 | +1,549,641 | 180.67% | Q1 2026 | May 05, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,868,793 | 139,636 | 2.65% | 2.57% | 7 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,709,153 | 127,707 | 0.02% | 0.02% | 8 | -10,508 | -0.61% | Q1 2026 | Jul 08, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 1,600,000 | 119,552 | 0.7% | 0.73% | 9 | 0 | 0.0% | Q1 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 1,501,253 | 112,173 | 0.05% | — | 10 | +1,501,253 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 1,335,590 | 99,795 | 1.51% | 1.12% | 11 | +69,700 | 5.51% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 852,628 | 63,708 | 0.01% | 0.01% | 12 | +212,997 | 33.3% | Q1 2026 | May 15, 2026 |
| GDS Wealth Management | History | Added to | 834,243 | 62,334 | 3.75% | 3.52% | 13 | +91,838 | 12.37% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 818,695 | 61,172 | 0.02% | 0.01% | 14 | +103,193 | 14.42% | Q1 2026 | May 06, 2026 |
| STATE STREET CORP | History | Added to | 751,858 | 56,178 | 0.0% | 0.0% | 15 | +474,489 | 171.07% | Q1 2026 | May 15, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 712,400 | 53,230 | 3.58% | 3.61% | 16 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Davidson Capital Management Inc. | History | Added to | 706,011 | 52,753 | 9.56% | 6.94% | 17 | +283,226 | 66.99% | Q1 2026 | Apr 14, 2026 |
| GLOBE LIFE INC. | History | No change | 704,500 | 52,640 | 13.82% | 13.43% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 674,116 | 51,131 | 0.02% | 0.01% | 19 | +114,029 | 20.36% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 681,612 | 50,930 | 0.03% | 0.01% | 20 | +509,611 | 296.28% | Q1 2026 | May 08, 2026 |
| NYL Investors LLC | History | Added to | 643,022 | 48,046 | 18.15% | 16.46% | 21 | +4,215 | 0.66% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 594,398 | 44,413 | 0.24% | 0.24% | 22 | +21,885 | 3.82% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | No change | 570,850 | 42,653 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 555,938 | 41,539 | 0.01% | 0.0% | 24 | +409,705 | 280.17% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 527,959 | 39,452 | 1.08% | 1.11% | 25 | -9,720 | -1.81% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 526,351 | 39,338 | 0.01% | 0.01% | 26 | -3,619 | -0.68% | Q1 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 508,800 | 38,017 | 0.01% | 0.01% | 27 | +47,203 | 10.23% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 507,413 | 37,914 | 0.38% | 0.39% | 28 | +41,009 | 8.79% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 506,872 | 37,873 | 0.06% | 0.07% | 29 | -25,234 | -4.74% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 504,278 | 37,679 | 0.01% | 0.01% | 30 | +52,655 | 11.66% | Q1 2026 | May 04, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 461,600 | 34,490 | 14.97% | 15.67% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 448,330 | 33,499 | 1.11% | 0.53% | 32 | +211,880 | 89.61% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 408,354 | 30,512 | 1.51% | 1.45% | 33 | +17,084 | 4.37% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 372,629 | 27,842 | 0.03% | 0.02% | 34 | +12,506 | 3.47% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 365,792 | 27,331 | 0.03% | 0.03% | 35 | +31,339 | 9.37% | Q1 2026 | May 05, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 361,651 | 27,022 | 3.02% | 3.47% | 36 | -36,999 | -9.28% | Q1 2026 | Apr 10, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 353,323 | 26,400 | 3.45% | 3.32% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 348,245 | 26,020 | 0.0% | 0.0% | 38 | +178,313 | 104.93% | Q1 2026 | May 15, 2026 |
| DOW CHEMICAL CO /DE/ | History | Reduced | 335,912 | 25,099 | 10.51% | 12.53% | 39 | -2,834 | -0.84% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 335,010 | 25,031 | 0.4% | — | 40 | +335,010 | New | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 324,099 | 24,216 | 0.07% | 0.07% | 41 | +6,939 | 2.19% | Q1 2026 | Aug 12, 2026 |
| Bramshill Investments, LLC | History | Reduced | 313,863 | 23,451 | 2.02% | 1.39% | 42 | -9,529 | -2.95% | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | Reduced | 277,982 | 20,770 | 7.64% | 8.32% | 43 | -4,155 | -1.47% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 275,799 | 20,607 | 0.06% | 0.06% | 44 | -69,002 | -20.01% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 268,180 | 20,038 | 0.0% | 0.0% | 45 | +213,680 | 392.07% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 246,292 | 18,402 | 0.02% | 0.01% | 46 | +69,390 | 39.23% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 241,464 | 17,902 | 0.0% | 0.0% | 47 | -390,729 | -61.81% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 238,604 | 17,828 | 0.0% | 0.0% | 48 | -212,258 | -47.08% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 235,808 | 17,619 | 0.05% | 0.05% | 49 | +15,458 | 7.02% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 233,178 | 17,423 | 0.04% | 0.05% | 50 | -11,939 | -4.87% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 224,815 | 16,798 | 0.02% | 0.02% | 51 | +16,715 | 8.03% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 224,641 | 16,787 | 0.02% | 0.03% | 52 | -10,936 | -4.64% | Q1 2026 | May 15, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 222,404 | 16,618 | 3.85% | 3.8% | 53 | +9,485 | 4.45% | Q1 2026 | May 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 208,197 | 15,791 | 1.75% | 1.75% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 207,377 | 15,495 | 0.57% | — | 55 | +207,377 | New | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 188,756 | 14,103 | 0.1% | 0.1% | 56 | +6,993 | 3.85% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 186,198 | 13,912 | 0.17% | 0.15% | 57 | +7,665 | 4.29% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | New | 181,784 | 13,582 | 3.42% | — | 58 | +181,784 | New | Q1 2026 | Apr 16, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 174,090 | 13,547 | 0.03% | 0.02% | 59 | +87,045 | 100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 179,797 | 13,434 | 0.0% | 0.0% | 60 | -64,137 | -26.29% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 176,839 | 13,213 | 1.55% | 0.92% | 61 | -13,860 | -7.27% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 173,899 | 12,993 | 0.1% | 0.08% | 62 | +19,683 | 12.76% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | Added to | 164,873 | 12,319 | 10.52% | 4.96% | 63 | +83,538 | 102.71% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 163,707 | 12,232 | 0.05% | 0.04% | 64 | -2,895 | -1.74% | Q1 2026 | Apr 30, 2026 |
| Seven Springs Wealth Group, LLC | History | New | 157,178 | 11,744 | 2.72% | — | 65 | +157,178 | New | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Reduced | 154,420 | 11,538 | 0.25% | 0.3% | 66 | -13,202 | -7.88% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | New | 146,447 | 10,942 | 0.13% | — | 67 | +146,447 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 143,713 | 10,748 | 2.66% | 2.71% | 68 | -14,225 | -9.01% | Q1 2026 | May 15, 2026 |
| Providence First Trust Co | History | Reduced | 137,746 | 10,292 | 3.62% | 3.7% | 69 | -3,075 | -2.18% | Q1 2026 | May 04, 2026 |
| Passumpsic Savings Bank | History | No change | 133,951 | 10,160 | 5.56% | 5.56% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 135,525 | 10,126 | 2.8% | 2.36% | 71 | +9,622 | 7.64% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 130,602 | 9,759 | 0.02% | 0.02% | 72 | -8,213 | -5.92% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 128,244 | 9,578 | 0.02% | 0.01% | 73 | +59,778 | 87.31% | Q1 2026 | May 01, 2026 |
| Prospect Financial Services LLC | History | Reduced | 126,645 | 9,462 | 5.78% | 5.66% | 74 | -3,219 | -2.48% | Q1 2026 | Apr 24, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 120,811 | 9,026 | 5.83% | 6.14% | 75 | -3,071 | -2.48% | Q1 2026 | May 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | New | 120,000 | 8,966 | 0.33% | — | 76 | +120,000 | New | Q1 2026 | May 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 119,524 | 8,930 | 2.47% | 2.78% | 77 | -15,857 | -11.71% | Q1 2026 | Apr 27, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 114,478 | 8,553 | 1.42% | 1.25% | 78 | +16,183 | 16.46% | Q1 2026 | Apr 29, 2026 |
| Lighthouse Financial LLC | History | Added to | 109,138 | 8,154 | 4.92% | 5.41% | 79 | +9 | 0.01% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,517 | 8,115 | 0.0% | 0.0% | 80 | +16,681 | 17.78% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 108,448 | 8,103 | 0.03% | 0.03% | 81 | -11,149 | -9.32% | Q1 2026 | Jun 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 107,570 | 8,037 | 0.01% | 0.01% | 82 | +8,528 | 8.61% | Q1 2026 | Apr 27, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 105,314 | 7,869 | 3.1% | 2.99% | 83 | +4,268 | 4.22% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 103,930 | 7,765 | 0.01% | 0.02% | 84 | -82,555 | -44.27% | Q1 2026 | Apr 27, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 103,011 | 7,697 | 3.81% | 3.81% | 85 | -3,158 | -2.97% | Q1 2026 | Apr 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 101,775 | 7,604 | 2.18% | 2.17% | 86 | +3,212 | 3.26% | Q1 2026 | Apr 15, 2026 |
| One Wealth Map LLC | History | Reduced | 101,681 | 7,576 | 3.56% | 4.03% | 87 | -2,913 | -2.79% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 100,309 | 7,495 | 0.06% | 0.05% | 88 | +4,918 | 5.16% | Q1 2026 | May 12, 2026 |
| Saba Capital Management, L.P. | History | New | 100,000 | 7,472 | 0.21% | — | 89 | +100,000 | New | Q1 2026 | May 15, 2026 |
| McMill Wealth Management | History | New | 93,998 | 7,451 | 1.98% | — | 90 | +93,998 | New | Q1 2026 | May 13, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 98,137 | 7,333 | 5.07% | 4.59% | 91 | +6,081 | 6.61% | Q1 2026 | Apr 28, 2026 |
| BARINGS LLC | History | Reduced | 93,545 | 6,989 | 0.11% | 0.27% | 92 | -96,455 | -50.77% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 93,051 | 6,952 | 0.0% | 0.0% | 93 | +30,040 | 47.67% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 91,045 | 6,802 | 0.11% | 0.1% | 94 | +7,556 | 9.05% | Q1 2026 | May 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 89,927 | 6,719 | 0.14% | 0.11% | 95 | +10,139 | 12.71% | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | Added to | 85,409 | 6,381 | 1.41% | 1.35% | 96 | +6,131 | 7.73% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 83,857 | 6,265 | 0.07% | 0.08% | 97 | -4,296 | -4.87% | Q1 2026 | Apr 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 81,471 | 6,087 | 0.09% | 0.01% | 98 | +66,964 | 461.6% | Q1 2026 | Apr 30, 2026 |
| Purpose Unlimited Inc. | History | No change | 64,730 | 4,836 | 0.2% | 0.22% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mechanics Bank Trust Department | History | Added to | 64,658 | 4,831 | 0.67% | 0.57% | 100 | +7,494 | 13.11% | Q1 2026 | Apr 09, 2026 |
| NewSquare Capital LLC | History | Added to | 64,323 | 4,806 | 0.42% | 0.41% | 101 | +3,328 | 5.46% | Q1 2026 | May 08, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Reduced | 62,783 | 4,691 | 1.33% | 1.35% | 102 | -431 | -0.68% | Q1 2026 | May 01, 2026 |
| Invesco Ltd. | History | Reduced | 61,874 | 4,623 | 0.0% | 0.0% | 103 | -1,237 | -1.96% | Q1 2026 | May 12, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 61,406 | 4,588 | 3.08% | 4.95% | 104 | -34,830 | -36.19% | Q1 2026 | Apr 29, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 60,490 | 4,519 | 2.23% | 2.08% | 105 | +5,114 | 9.24% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 60,173 | 4,497 | 0.02% | 0.02% | 106 | +14,929 | 33.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 59,040 | 4,411 | 0.01% | 0.01% | 107 | -320 | -0.54% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 58,285 | 4,355 | 0.05% | 0.05% | 108 | +139 | 0.24% | Q1 2026 | May 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 57,538 | 4,299 | 1.9% | 1.93% | 109 | +1,533 | 2.74% | Q1 2026 | Apr 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 56,786 | 4,243 | 0.55% | 0.43% | 110 | +16,000 | 39.23% | Q1 2026 | Apr 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 56,179 | 4,197 | 0.21% | 0.2% | 111 | +5,113 | 10.01% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 54,877 | 4,162 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | New | 54,940 | 4,105 | 0.27% | — | 113 | +54,940 | New | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 51,722 | 3,864 | 0.2% | 0.19% | 114 | +4,751 | 10.11% | Q1 2026 | Apr 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 50,075 | 3,741 | 0.46% | 0.71% | 115 | -24,495 | -32.85% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,238 | 3,679 | 0.01% | 0.0% | 116 | +48,666 | 8508.04% | Q1 2026 | May 01, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 48,137 | 3,596 | 1.52% | 1.52% | 117 | +1,022 | 2.17% | Q1 2026 | Apr 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 46,855 | 3,501 | 0.02% | 0.01% | 118 | -399 | -0.84% | Q1 2026 | May 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 46,280 | 3,458 | 0.46% | 0.32% | 119 | +19,600 | 73.46% | Q1 2026 | Apr 08, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 43,157 | 3,214 | 1.18% | 1.47% | 120 | -5,502 | -11.31% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Reduced | 40,645 | 3,036 | 0.0% | 0.0% | 121 | -3,491 | -7.91% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 40,363 | 3,015 | 0.0% | 0.0% | 122 | -182 | -0.45% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Added to | 39,635 | 2,961 | 0.08% | 0.08% | 123 | +111 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | New | 39,519 | 2,952 | 0.04% | — | 124 | +39,519 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 39,000 | 2,914 | 0.0% | 0.0% | 125 | -10,000 | -20.41% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 38,611 | 2,885 | 0.05% | 0.05% | 126 | -207 | -0.53% | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | Added to | 38,410 | 2,869 | 0.01% | 0.01% | 127 | +13,164 | 52.14% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 37,940 | 2,834 | 0.08% | 0.07% | 128 | +3,014 | 8.63% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 37,360 | 2,791 | 0.07% | 0.05% | 129 | +9,700 | 35.07% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 37,220 | 2,781 | 0.06% | 0.04% | 130 | +9,665 | 35.08% | Q1 2026 | Apr 27, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 35,691 | 2,662 | 1.12% | 1.16% | 131 | -876 | -2.4% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 35,070 | 2,620 | 0.0% | 0.0% | 132 | +31,297 | 829.5% | Q1 2026 | May 13, 2026 |
| Transcendent Capital Group LLC | History | Added to | 34,437 | 2,573 | 1.17% | 1.17% | 133 | +500 | 1.47% | Q1 2026 | Apr 27, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 33,999 | 2,540 | 1.51% | 1.48% | 134 | -809 | -2.32% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 32,388 | 2,420 | 0.28% | — | 135 | +32,388 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 30,853 | 2,305 | 0.0% | 0.0% | 136 | +10,100 | 48.67% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 30,543 | 2,282 | 0.25% | 0.24% | 137 | +1,975 | 6.91% | Q1 2026 | May 01, 2026 |
| Farrell Financial LLC | History | Added to | 29,195 | 2,181 | 1.3% | 1.26% | 138 | +1,109 | 3.95% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 29,026 | 2,168 | 0.0% | 0.0% | 139 | -199 | -0.68% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 27,934 | 2,087 | 0.0% | 0.0% | 140 | -2,947 | -9.54% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 27,925 | 2,086 | 0.06% | 0.06% | 141 | +379 | 1.38% | Q1 2026 | May 13, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 26,976 | 2,015 | 0.06% | 0.06% | 142 | -6,213 | -18.72% | Q1 2026 | May 14, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 26,906 | 2,010 | 0.73% | 0.72% | 143 | +1,091 | 4.23% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 25,964 | 1,940 | 0.05% | 0.05% | 144 | -700 | -2.63% | Q1 2026 | Apr 27, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 25,921 | 1,936 | 0.2% | 0.17% | 145 | +8,050 | 45.05% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 25,872 | 1,933 | 0.15% | 0.14% | 146 | +14,112 | 120.0% | Q1 2026 | Apr 28, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 25,865 | 1,932 | 0.1% | 0.1% | 147 | +131 | 0.51% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 25,764 | 1,925 | 0.04% | 0.04% | 148 | +5,657 | 28.13% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | New | 24,569 | 1,835 | 0.03% | — | 149 | +24,569 | New | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 23,872 | 1,783 | 0.0% | 0.0% | 150 | -1,700 | -6.65% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,713 | 1,771 | 0.0% | 0.0% | 151 | +9,037 | 61.58% | Q1 2026 | May 14, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 23,391 | 1,747 | 0.76% | 0.81% | 152 | -758 | -3.14% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 23,162 | 1,730 | 0.06% | 0.05% | 153 | +1,114 | 5.05% | Q1 2026 | May 14, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 22,224 | 1,660 | 1.34% | 1.51% | 154 | -82 | -0.37% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 21,722 | 1,623 | 0.23% | 0.6% | 155 | -35,002 | -61.71% | Q1 2026 | May 14, 2026 |
| LifeGoal Investments, LLC | History | Added to | 21,732 | 1,618 | 0.93% | 1.04% | 156 | +1,065 | 5.15% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,028 | 1,571 | 0.0% | 0.0% | 157 | +1,584 | 8.15% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 20,967 | 1,566 | 0.0% | — | 158 | +20,967 | New | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 20,570 | 1,537 | 0.17% | 0.18% | 159 | -783 | -3.67% | Q1 2026 | Apr 15, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 20,293 | 1,516 | 1.58% | 1.53% | 160 | +592 | 3.0% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 19,853 | 1,483 | 0.02% | 0.02% | 161 | +2,000 | 11.2% | Q1 2026 | May 08, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 19,528 | 1,459 | 0.22% | 0.21% | 162 | +169 | 0.87% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 19,525 | 1,458 | 0.0% | 0.0% | 163 | -6,767 | -25.74% | Q1 2026 | May 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 19,469 | 1,454 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 19,351 | 1,445 | 0.51% | 0.48% | 165 | +1,576 | 8.87% | Q1 2026 | Apr 08, 2026 |
| S. R. Schill & Associates | History | Added to | 18,750 | 1,401 | 0.95% | 0.94% | 166 | +1,263 | 7.22% | Q1 2026 | May 01, 2026 |
| DENALI ADVISORS LLC | History | Added to | 16,409 | 1,226 | 0.14% | 0.12% | 167 | +2,183 | 15.35% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,167 | 1,226 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CPR Investments Inc. | History | New | 14,365 | 1,073 | 0.72% | — | 169 | +14,365 | New | Q1 2026 | Apr 16, 2026 |
| Banque Transatlantique SA | History | New | 14,323 | 1,070 | 0.03% | — | 170 | +14,323 | New | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 14,315 | 1,069 | 0.04% | 0.03% | 171 | +4,567 | 46.85% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,115 | 1,054 | 0.0% | 0.0% | 172 | +1,161 | 8.96% | Q1 2026 | May 14, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 13,504 | 1,009 | 0.31% | 0.34% | 173 | +175 | 1.31% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,370 | 999 | 0.01% | 0.01% | 174 | +2,420 | 22.1% | Q1 2026 | Apr 07, 2026 |
| GP Brinson Investments LLC | History | No change | 13,210 | 987 | 0.45% | 0.43% | 175 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 13,195 | 986 | 0.37% | 0.18% | 176 | +7,240 | 121.58% | Q1 2026 | Apr 15, 2026 |
| Industrial Alliance Investment Management Inc. | History | Added to | 13,195 | 986 | 0.59% | 0.26% | 177 | +7,240 | 121.58% | Q1 2026 | Apr 23, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 13,061 | 975 | 0.23% | 0.23% | 178 | +156 | 1.21% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 12,920 | 965 | 0.04% | 0.12% | 179 | -32,325 | -71.44% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 12,542 | 937 | 0.32% | 0.13% | 180 | +7,809 | 164.99% | Q1 2026 | Apr 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,941 | 905 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 11,619 | 881 | 0.28% | 0.28% | 182 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 11,774 | 879 | 0.57% | 0.58% | 183 | -87 | -0.73% | Q1 2026 | May 08, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 11,656 | 870 | 0.43% | 0.26% | 184 | -898 | -7.15% | Q1 2026 | Apr 20, 2026 |
| CONNING INC. | History | No change | 11,380 | 850 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,314 | 839 | 0.0% | 0.0% | 186 | +1,889 | 20.04% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,227 | 838 | 0.07% | 0.04% | 187 | +4,893 | 77.25% | Q1 2026 | Apr 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 11,220 | 838 | 0.15% | 0.17% | 188 | -345 | -2.98% | Q1 2026 | Apr 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 11,100 | 829 | 0.01% | 0.03% | 189 | -12,730 | -53.42% | Q1 2026 | May 15, 2026 |
| Grand Central Investment Group | History | Reduced | 11,053 | 825 | 0.61% | 0.68% | 190 | -1,366 | -11.0% | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 61,523,028 | 823 | 0.03% | 2.08% | 191 | +60,677,297 | 7174.54% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 10,218 | 763 | 0.03% | 0.03% | 192 | -105 | -1.02% | Q1 2026 | Apr 16, 2026 |
| Sage Investment Counsel LLC | History | Added to | 10,145 | 758 | 0.84% | 0.78% | 193 | +805 | 8.62% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 10,017 | 748 | 0.15% | 0.16% | 194 | -314 | -3.04% | Q1 2026 | Apr 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,941 | 742 | 0.0% | 0.0% | 195 | +3,371 | 51.31% | Q1 2026 | Apr 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 9,769 | 729 | 0.08% | 0.07% | 196 | +801 | 8.93% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,610 | 718 | 0.01% | 0.01% | 197 | +84 | 0.88% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,608 | 717 | 0.01% | — | 199 | +9,608 | New | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,460 | 717 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,430 | 704 | 0.01% | 0.01% | 200 | +282 | 3.08% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 9,197 | 687 | 0.01% | — | 201 | +9,197 | New | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | No change | 9,190 | 686 | 0.05% | 0.06% | 202 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 9,162 | 684 | 0.07% | 0.06% | 203 | +350 | 3.97% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Reduced | 9,098 | 679 | 0.02% | 0.02% | 204 | -70 | -0.76% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,879 | 663 | 0.0% | 0.0% | 205 | +3,602 | 68.26% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,586 | 641 | 0.02% | 0.02% | 206 | +415 | 5.08% | Q1 2026 | Apr 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 8,509 | 635 | 0.05% | 0.05% | 207 | -733 | -7.93% | Q1 2026 | May 14, 2026 |
| Tandem Financial, LLC | History | New | 8,342 | 623 | 0.2% | — | 208 | +8,342 | New | Q1 2026 | May 08, 2026 |
| Eagle Strategies LLC | History | Added to | 8,334 | 622 | 0.07% | 0.06% | 209 | +1,758 | 26.73% | Q1 2026 | Apr 20, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 8,194 | 612 | 0.0% | 0.21% | 210 | -534,259 | -98.49% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,142 | 608 | 0.0% | 0.0% | 211 | +647 | 8.63% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,939 | 593 | 0.01% | 0.01% | 212 | +327 | 4.3% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 7,739 | 578 | 0.03% | 0.03% | 213 | +60 | 0.78% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,509 | 561 | 0.0% | 0.0% | 214 | +263 | 3.63% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,505 | 560 | 0.0% | 0.0% | 215 | -368 | -4.67% | Q1 2026 | Apr 24, 2026 |
| Innova Wealth Partners | History | Added to | 7,425 | 554 | 0.26% | 0.27% | 216 | +438 | 6.27% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,385 | 550 | 0.0% | 0.0% | 217 | -74 | -0.99% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 7,295 | 545 | 0.04% | 0.05% | 218 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANK OF HAWAII | History | Reduced | 7,169 | 535 | 0.03% | 0.03% | 219 | -551 | -7.14% | Q1 2026 | May 14, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 7,133 | 532 | 0.36% | 5.82% | 220 | -111,301 | -93.98% | Q1 2026 | Apr 21, 2026 |
| Summa Corp. | History | Added to | 7,000 | 523 | 0.22% | 0.13% | 221 | +3,000 | 75.0% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | New | 6,867 | 513 | 0.1% | — | 222 | +6,867 | New | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,780 | 506 | 0.0% | — | 223 | +6,780 | New | Q1 2026 | May 01, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 6,698 | 500 | 0.07% | 0.07% | 224 | +367 | 5.8% | Q1 2026 | May 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 6,641 | 491 | 0.25% | 0.27% | 225 | -363 | -5.18% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,539 | 488 | 0.0% | 0.0% | 226 | +6,335 | 3105.39% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,197 | 463 | 0.01% | 0.02% | 227 | -3,608 | -36.8% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,035 | 450 | 0.03% | 0.03% | 228 | +222 | 3.82% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 5,970 | 446 | 0.01% | 0.01% | 229 | +61 | 1.03% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,932 | 444 | 0.0% | 0.0% | 230 | -2,979 | -33.43% | Q1 2026 | Apr 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 5,901 | 440 | 0.0% | 0.0% | 231 | -8,431 | -58.83% | Q1 2026 | May 18, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 5,875 | 438 | 0.2% | 0.2% | 232 | +122 | 2.12% | Q1 2026 | Apr 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 5,829 | 435 | 0.15% | 0.17% | 233 | -344 | -5.57% | Q1 2026 | Apr 21, 2026 |
| Diversified Portfolios, Inc. | History | New | 5,500 | 410 | 0.03% | — | 234 | +5,500 | New | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,376 | 401 | 0.03% | 0.04% | 235 | -2,084 | -27.94% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 5,373 | 400 | 0.09% | 0.91% | 236 | -42,954 | -88.88% | Q1 2026 | May 08, 2026 |
| LCNB CORP | History | No change | 5,196 | 388 | 0.13% | 0.13% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,195 | 388 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 5,181 | 387 | 0.04% | 0.04% | 239 | -186 | -3.47% | Q1 2026 | Apr 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,143 | 384 | 0.03% | 0.03% | 240 | -178 | -3.35% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,052 | 377 | 0.0% | 0.0% | 241 | +1,462 | 40.72% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 5,016 | 374 | 0.15% | 0.14% | 242 | +366 | 7.87% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 4,940 | 369 | 0.05% | 0.06% | 243 | -275 | -5.27% | Q1 2026 | May 13, 2026 |
| LeClair Wealth Partners LLC | History | New | 4,915 | 367 | 0.13% | — | 245 | +4,915 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 4,915 | 367 | 0.13% | 0.13% | 244 | +43 | 0.88% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 4,908 | 366 | 0.01% | 0.01% | 246 | +696 | 16.52% | Q1 2026 | May 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 4,785 | 357 | 0.19% | 0.06% | 247 | +3,342 | 231.6% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 4,700 | 351 | 0.0% | 0.0% | 248 | -11,800 | -71.52% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,702 | 351 | 0.04% | 0.04% | 249 | -107 | -2.22% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,536 | 338 | 0.0% | — | 250 | +4,536 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 4,450 | 332 | 0.0% | 0.0% | 251 | +526 | 13.4% | Q1 2026 | Apr 16, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 4,396 | 328 | 0.12% | — | 253 | +4,396 | New | Q1 2026 | Apr 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 4,400 | 328 | 0.01% | 0.01% | 252 | +265 | 6.41% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,260 | 318 | 0.01% | 0.01% | 254 | -227 | -5.06% | Q1 2026 | May 13, 2026 |
| Jacobs Equity LLC | History | Added to | 4,217 | 315 | 0.28% | 0.28% | 255 | +367 | 9.53% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 4,173 | 311 | 0.01% | — | 256 | +4,173 | New | Q1 2026 | May 15, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 4,139 | 309 | 0.03% | 0.02% | 257 | -4 | -0.1% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 4,014 | 299 | 0.0% | 0.01% | 258 | +1,138 | 39.57% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,976 | 296 | 0.01% | 0.01% | 259 | -624 | -13.57% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 3,898 | 291 | 0.22% | — | 260 | +3,898 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,856 | 288 | 0.02% | 0.01% | 261 | +1,837 | 90.99% | Q1 2026 | Apr 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,650 | 272 | 0.09% | 0.1% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dougherty & Associates, LLC | History | Added to | 3,617 | 270 | 0.25% | 0.24% | 263 | +3 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Reduced | 3,461 | 258 | 0.07% | 0.08% | 264 | -1,031 | -22.95% | Q1 2026 | May 12, 2026 |
| Refined Wealth Management | History | Reduced | 3,423 | 255 | 0.16% | 3.41% | 265 | -63,331 | -94.87% | Q1 2026 | Apr 21, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 3,415 | 255 | 0.14% | 0.16% | 266 | -422 | -11.0% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | No change | 3,390 | 253 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | No change | 3,348 | 250 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Argentarii, LLC | History | Added to | 3,337 | 249 | 0.09% | 0.07% | 270 | +609 | 22.32% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,338 | 249 | 0.01% | 0.01% | 269 | +135 | 4.21% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | New | 3,330 | 248 | 0.0% | — | 271 | +3,330 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,316 | 247 | 0.0% | 0.0% | 272 | +1,413 | 74.25% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,212 | 240 | 0.0% | 0.0% | 273 | -53 | -1.62% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,210 | 239 | 0.0% | 0.01% | 274 | -6,307 | -66.27% | Q1 2026 | Apr 07, 2026 |
| RCS Financial Planning, LLC | History | New | 3,186 | 238 | 0.12% | — | 276 | +3,186 | New | Q1 2026 | Apr 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 3,193 | 238 | 0.07% | 0.07% | 275 | +103 | 3.33% | Q1 2026 | Apr 27, 2026 |
| Coquina Private Wealth LLC | History | No change | 3,135 | 234 | 0.19% | 0.19% | 277 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | No change | 3,068 | 229 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Wealth Group, LLC | History | No change | 3,068 | 229 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,029 | 226 | 0.01% | 0.01% | 280 | +152 | 5.28% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,986 | 223 | 0.02% | 0.07% | 281 | -10,098 | -77.18% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,971 | 221 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 2,874 | 214 | 0.0% | — | 283 | +2,874 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,851 | 213 | 0.0% | 0.0% | 284 | +146 | 5.4% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,844 | 212 | 0.01% | 0.01% | 285 | -1,452 | -33.8% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | New | 2,822 | 210 | 0.0% | — | 286 | +2,822 | New | Q1 2026 | Apr 27, 2026 |
| Van Diest Capital, LLC | History | New | 2,805 | 209 | 0.16% | — | 287 | +2,805 | New | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 2,784 | 208 | 0.01% | 0.01% | 288 | +97 | 3.61% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | No change | 2,292 | 171 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,191 | 163 | 0.01% | 0.01% | 290 | +693 | 46.26% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,092 | 156 | 0.0% | 0.0% | 291 | +1,046 | 100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | New | 1,734 | 129 | 0.0% | — | 292 | +1,734 | New | Q1 2026 | Jun 02, 2026 |
| NFSG Corp | History | Added to | 1,680 | 125 | 0.02% | 0.01% | 293 | +709 | 73.02% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 1,630 | 121 | 0.0% | — | 294 | +1,630 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,606 | 120 | 0.0% | 0.0% | 295 | +6 | 0.38% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 1,589 | 118 | 0.01% | 0.01% | 296 | +15 | 0.95% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Added to | 1,489 | 111 | 0.02% | 0.02% | 297 | +13 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,454 | 109 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Community Bank | History | New | 1,117 | 83 | 0.03% | — | 299 | +1,117 | New | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 1,026 | 77 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |