VANGUARD SCOTTSDALE FUNDS - VCSH
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 | 75,626,302 | 5,994,896 | 0.44% | 0.41% | 1 | +4,376,524 | 6.14% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 20,394,182 | 1,616,646 | 0.1% | 0.09% | 2 | +968,226 | 4.98% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 13,006,934 | 1,031,059 | 6.04% | 8.53% | 3 | -481,646 | -3.57% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 12,616,300 | 1,000,094 | 10.69% | — | 4 | +12,616,300 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,530,582 | 596,949 | 0.11% | 0.09% | 5 | +1,216,974 | 19.28% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,395,550 | 586,245 | 0.16% | 0.16% | 6 | +479,087 | 6.93% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | Added to | 6,065,567 | 480,817 | 9.57% | 9.79% | 7 | +302,263 | 5.24% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,907,209 | 468,264 | 0.07% | 0.07% | 8 | +543,314 | 10.13% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,266,555 | 417,480 | 0.07% | 0.07% | 9 | +180,613 | 3.55% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | No change | 5,108,527 | 404,952 | 6.54% | 7.51% | 10 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,742,634 | 375,948 | 0.04% | 0.03% | 11 | +1,457,045 | 44.35% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,870,519 | 306,816 | 0.09% | 0.09% | 12 | +77,845 | 2.05% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,801,473 | 301,342 | 0.08% | 0.07% | 13 | +389,438 | 11.41% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,675,562 | 291,361 | 1.63% | 1.53% | 14 | +225,748 | 6.54% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,325,119 | 263,582 | 0.05% | 0.04% | 15 | +388,937 | 13.25% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,045,542 | 241,420 | 0.21% | 0.21% | 16 | -172,016 | -5.35% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,960,848 | 234,706 | 0.48% | 0.45% | 17 | -12,066 | -0.41% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,834,392 | 224,682 | 2.24% | 2.21% | 18 | +143,021 | 5.31% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,790,868 | 221,904 | 0.05% | 0.05% | 19 | +121,527 | 4.55% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,738,923 | 217,114 | 3.75% | 3.45% | 20 | +309,827 | 12.75% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,442,893 | 193,648 | 0.12% | 0.11% | 21 | +199,340 | 8.89% | Q1 2026 | May 07, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 2,195,726 | 173,210 | 1.21% | 1.1% | 22 | +215,775 | 10.9% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,171,325 | 172,087 | 0.25% | 0.22% | 23 | +55,616 | 2.63% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,790,600 | 141,941 | 0.2% | 0.2% | 24 | +48,207 | 2.77% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | Added to | 1,785,348 | 141,525 | 2.7% | 2.49% | 25 | +147,000 | 8.97% | Q1 2026 | May 18, 2026 |
| Focus Partners Wealth | History | Added to | 1,744,661 | 138,299 | 0.15% | 0.12% | 26 | +388,928 | 28.69% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,722,881 | 136,572 | 0.18% | 0.18% | 27 | +21,240 | 1.25% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,472,895 | 116,756 | 0.2% | — | 28 | +1,472,895 | New | Q1 2026 | May 05, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,456,549 | 115,461 | 2.79% | 2.63% | 29 | +40,036 | 2.83% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,451,149 | 115,032 | 5.47% | 4.3% | 30 | +284,475 | 24.38% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,390,126 | 110,196 | 0.1% | 0.09% | 31 | +175,012 | 14.4% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 1,384,362 | 109,738 | 0.62% | 0.62% | 32 | +21,938 | 1.61% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,372,055 | 108,447 | 1.02% | 0.91% | 33 | +308,720 | 29.03% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 1,325,250 | 105,052 | 0.07% | 0.07% | 34 | +97,879 | 7.97% | Q1 2026 | May 12, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,296,479 | 102,771 | 4.26% | 3.98% | 35 | +133,264 | 11.46% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,294,527 | 102,319 | 0.01% | 0.01% | 36 | -248,017 | -16.08% | Q1 2026 | May 13, 2026 |
| RW Investment Management LLC | History | New | 1,274,824 | 101,055 | 9.78% | — | 37 | +1,274,824 | New | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,260,594 | 99,927 | 5.29% | 5.13% | 38 | +82,658 | 7.02% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Added to | 1,250,001 | 99,087 | 0.02% | 0.01% | 39 | +616,240 | 97.24% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,203,185 | 95,376 | 0.1% | 0.11% | 40 | -51,958 | -4.14% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,121,300 | 88,885 | 0.23% | 0.22% | 41 | +114,267 | 11.35% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,076,143 | 85,305 | 0.03% | 0.03% | 42 | +43,874 | 4.25% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | Added to | 1,067,723 | 84,638 | 2.3% | 2.03% | 43 | +99,701 | 10.3% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,050,454 | 83,269 | 1.68% | 1.65% | 44 | +24,412 | 2.38% | Q1 2026 | May 11, 2026 |
| Hilton Capital Management, LLC | History | Added to | 1,044,395 | 82,789 | 6.25% | 5.96% | 45 | +51,783 | 5.22% | Q1 2026 | May 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 1,006,697 | 79,800 | 5.59% | 5.25% | 46 | +56,912 | 5.99% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 986,016 | 78,161 | 7.61% | 6.29% | 47 | +104,874 | 11.9% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 970,506 | 76,932 | 0.01% | 0.01% | 48 | -10,000 | -1.02% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 960,551 | 76,176 | 3.32% | 3.39% | 49 | +97 | 0.01% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 954,549 | 75,667 | 0.28% | 0.32% | 50 | -172,805 | -15.33% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 943,634 | 74,801 | 0.12% | 0.11% | 51 | +93,910 | 11.05% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 940,481 | 74,551 | 6.7% | 6.52% | 52 | +60,764 | 6.91% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 907,202 | 71,921 | 0.11% | 0.1% | 53 | +84,667 | 10.29% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 894,451 | 70,903 | 0.03% | 0.02% | 54 | +375,917 | 72.5% | Q1 2026 | May 12, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 882,235 | 69,934 | 1.08% | 1.14% | 55 | +11,597 | 1.33% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 924,881 | 68,780 | 1.64% | 1.49% | 56 | +42,052 | 4.76% | Q1 2026 | May 08, 2026 |
| Lutz Financial Services LLC | History | Added to | 861,445 | 68,286 | 4.59% | 4.44% | 57 | +41,920 | 5.12% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 860,315 | 68,197 | 0.82% | 0.84% | 58 | -52,838 | -5.79% | Q1 2026 | May 06, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 855,072 | 67,781 | 24.35% | 23.35% | 59 | +46,968 | 5.81% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 846,634 | 67,112 | 2.76% | 2.67% | 60 | +25,346 | 3.09% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 843,308 | 66,848 | 0.36% | 0.35% | 61 | +24,753 | 3.02% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 833,855 | 66,099 | 0.08% | 0.07% | 62 | +53,354 | 6.84% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 799,474 | 63,374 | 0.11% | 0.1% | 63 | +68,125 | 9.31% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 777,684 | 61,646 | 0.61% | 0.6% | 64 | +92,626 | 13.52% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 772,801 | 61,259 | 0.09% | 0.08% | 65 | -3,149 | -0.41% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 769,710 | 61,014 | 3.2% | 3.78% | 66 | -93,618 | -10.84% | Q1 2026 | Apr 29, 2026 |
| North Star Investment Management Corp. | History | Added to | 739,077 | 58,586 | 3.55% | 3.32% | 67 | +75,463 | 11.37% | Q1 2026 | Apr 23, 2026 |
| Liquid Strategies, LLC | History | Added to | 729,360 | 57,816 | 12.42% | 10.96% | 68 | +97,708 | 15.47% | Q1 2026 | May 01, 2026 |
| Retirement Systems of Alabama | History | Added to | 705,675 | 55,938 | 0.19% | 0.17% | 69 | +43,850 | 6.63% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 704,350 | 55,594 | 0.71% | 0.74% | 70 | -6,613 | -0.93% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 694,996 | 55,092 | 1.14% | 1.08% | 71 | +61,672 | 9.74% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 685,785 | 54,414 | 0.1% | 0.05% | 72 | +232,507 | 51.29% | Q1 2026 | May 14, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 678,330 | 53,771 | 5.61% | 4.93% | 73 | +23,641 | 3.61% | Q1 2026 | Apr 27, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 644,100 | 51,057 | 0.32% | — | 74 | +644,100 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 642,411 | 50,923 | 0.03% | 0.03% | 75 | +4 | 0.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 632,894 | 50,169 | 0.36% | 0.37% | 76 | +25,678 | 4.23% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 626,996 | 49,701 | 0.05% | 0.05% | 77 | +18,146 | 2.98% | Q1 2026 | May 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 593,452 | 47,042 | 5.83% | 5.07% | 78 | +80,645 | 15.73% | Q1 2026 | Apr 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 588,766 | 46,671 | 0.03% | 0.03% | 79 | -74,146 | -11.18% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 585,773 | 46,434 | 0.23% | 0.35% | 80 | -264,252 | -31.09% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 579,894 | 45,968 | 0.58% | 0.57% | 81 | +3,387 | 0.59% | Q1 2026 | Apr 28, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 573,702 | 45,477 | 7.01% | 6.6% | 82 | -20,160 | -3.39% | Q1 2026 | May 06, 2026 |
| BCK Partners, Inc. | History | Added to | 570,255 | 45,204 | 24.41% | 23.87% | 83 | +16,239 | 2.93% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 559,719 | 44,369 | 2.76% | 0.42% | 84 | +499,149 | 824.09% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | New | 555,117 | 44,004 | 2.47% | — | 85 | +555,117 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 548,106 | 43,448 | 0.01% | 0.01% | 86 | +37,952 | 7.44% | Q1 2026 | May 13, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 547,927 | 43,434 | 13.59% | 16.18% | 87 | -70,607 | -11.42% | Q1 2026 | May 06, 2026 |
| Marks Wealth, LLC | History | Added to | 547,376 | 43,390 | 11.42% | 10.97% | 88 | +136,194 | 33.12% | Q1 2026 | May 01, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 544,670 | 43,175 | 9.71% | 9.44% | 89 | +17,758 | 3.37% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 519,925 | 41,214 | 8.89% | 8.97% | 90 | -94,152 | -15.33% | Q1 2026 | Apr 30, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 512,721 | 40,638 | 0.32% | 0.28% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 507,562 | 40,234 | 2.57% | 2.49% | 92 | +14,875 | 3.02% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | Reduced | 480,878 | 38,119 | 0.47% | 0.44% | 93 | -13,158 | -2.66% | Q1 2026 | May 07, 2026 |
| FIDELIS iM, LLC | History | Reduced | 478,658 | 37,943 | 14.36% | 14.91% | 94 | -3,059 | -0.64% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 477,022 | 37,813 | 0.3% | 0.3% | 95 | +11,239 | 2.41% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 463,552 | 36,745 | 0.29% | 0.26% | 96 | +7,125 | 1.56% | Q1 2026 | May 11, 2026 |
| Efficient Advisors, LLC | History | Added to | 459,757 | 36,444 | 2.59% | 2.07% | 97 | +14,763 | 3.32% | Q1 2026 | Apr 29, 2026 |
| American Money Management, LLC | History | Added to | 449,553 | 35,636 | 5.64% | 5.5% | 98 | +10,701 | 2.44% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 449,262 | 35,612 | 6.56% | 7.13% | 99 | +7,519 | 1.7% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 447,643 | 35,484 | 0.05% | 0.07% | 100 | -155,398 | -25.77% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 444,194 | 35,211 | 9.71% | 9.39% | 101 | +17,942 | 4.21% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 443,111 | 35,125 | 0.59% | 0.54% | 102 | +37,330 | 9.2% | Q1 2026 | Apr 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 442,058 | 35,041 | 4.51% | 8.64% | 103 | -380,095 | -46.23% | Q1 2026 | Apr 16, 2026 |
| Goodman Financial Corp | History | Added to | 439,942 | 34,874 | 5.99% | 5.97% | 104 | +44,630 | 11.29% | Q1 2026 | May 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 432,018 | 34,246 | 4.27% | 4.08% | 105 | +24,246 | 5.95% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 431,209 | 34,181 | 4.56% | 4.35% | 106 | +8,520 | 2.02% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 426,460 | 33,805 | 0.09% | 0.1% | 107 | -78,608 | -15.56% | Q1 2026 | May 04, 2026 |
| iA Global Asset Management Inc. | History | Added to | 424,536 | 33,653 | 0.48% | 0.42% | 108 | +14,257 | 3.47% | Q1 2026 | Apr 23, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 421,118 | 33,638 | 0.07% | 0.06% | 109 | +210,559 | 100.0% | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 424,054 | 33,614 | 10.5% | 10.44% | 110 | +10,649 | 2.58% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 422,846 | 33,519 | 0.14% | 0.14% | 111 | +4,132 | 0.99% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 421,814 | 33,437 | 3.02% | 3.08% | 112 | +20,256 | 5.04% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 419,430 | 33,248 | 0.03% | 0.02% | 113 | +26,147 | 6.65% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 415,439 | 32,932 | 0.08% | 0.08% | 114 | +21,367 | 5.42% | Q1 2026 | Apr 30, 2026 |
| Montis Financial, LLC | History | Added to | 415,168 | 32,910 | 6.81% | 6.03% | 115 | +32,504 | 8.49% | Q1 2026 | May 11, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 415,166 | 32,910 | 11.07% | 8.66% | 116 | +4,558 | 1.11% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 412,032 | 32,661 | 1.02% | 1.02% | 117 | +6,964 | 1.72% | Q1 2026 | Apr 27, 2026 |
| Zhang Financial LLC | History | Added to | 410,000 | 32,500 | 1.12% | 1.14% | 118 | +27,392 | 7.16% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 415,505 | 31,977 | 0.07% | 0.05% | 119 | -77,893 | -15.79% | Q1 2026 | Apr 08, 2026 |
| Wolff Financial Management LLC | History | Added to | 400,080 | 31,714 | 7.01% | 6.91% | 120 | +14,657 | 3.8% | Q1 2026 | Apr 15, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 398,835 | 31,615 | 12.11% | 12.09% | 121 | +9,045 | 2.32% | Q1 2026 | May 05, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 397,355 | 31,498 | 18.0% | 20.44% | 122 | -147,307 | -27.05% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 386,801 | 30,661 | 0.01% | 0.08% | 123 | +34,005 | 9.64% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 383,662 | 30,412 | 4.22% | 4.07% | 124 | +17,742 | 4.85% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 381,759 | 30,262 | 1.95% | 1.76% | 125 | +26,772 | 7.54% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 375,495 | 29,859 | 0.44% | 0.62% | 126 | -18,928 | -4.8% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 376,495 | 29,844 | 0.48% | 0.27% | 127 | +214,276 | 132.09% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 374,948 | 29,722 | 0.05% | 0.05% | 128 | +44,820 | 13.58% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 368,905 | 29,243 | 1.91% | 1.78% | 129 | +30,749 | 9.09% | Q1 2026 | Apr 28, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 365,205 | 28,949 | 1.92% | 1.86% | 130 | -4,664 | -1.26% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 348,479 | 27,623 | 0.21% | 0.22% | 131 | +9,595 | 2.83% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 342,507 | 27,159 | 0.13% | 0.15% | 132 | -5,151 | -1.48% | Q1 2026 | May 15, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 339,670 | 26,925 | 5.63% | 5.5% | 133 | +12,766 | 3.91% | Q1 2026 | Apr 21, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 335,478 | 26,747 | 13.96% | 13.96% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bath Savings Trust Co | History | Reduced | 336,624 | 26,684 | 2.85% | 2.69% | 135 | -1,802 | -0.53% | Q1 2026 | Apr 07, 2026 |
| Rodgers & Associates, LTD | History | Added to | 327,775 | 25,982 | 2.65% | 2.43% | 136 | +26,255 | 8.71% | Q1 2026 | May 04, 2026 |
| Hardy Reed LLC | History | Added to | 325,159 | 25,775 | 1.88% | 1.76% | 137 | +15,105 | 4.87% | Q1 2026 | Apr 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 324,000 | 25,683 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | Added to | 323,656 | 25,656 | 4.65% | 0.01% | 139 | +323,058 | 54023.08% | Q1 2026 | Apr 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 320,527 | 25,408 | 2.64% | 2.62% | 140 | +11,132 | 3.6% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 316,533 | 25,091 | 1.53% | 1.55% | 141 | +8,111 | 2.63% | Q1 2026 | Apr 13, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 316,139 | 25,060 | 5.3% | 5.16% | 142 | +13,551 | 4.48% | Q1 2026 | May 12, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 313,536 | 24,854 | 2.04% | 1.89% | 143 | -714 | -0.23% | Q1 2026 | Apr 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 312,859 | 24,800 | 2.17% | 2.1% | 144 | +10,738 | 3.55% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 310,850 | 24,641 | 0.3% | 0.31% | 145 | -251 | -0.08% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 309,853 | 24,562 | 0.13% | 0.16% | 146 | +28,231 | 10.02% | Q1 2026 | May 15, 2026 |
| PECAUT & CO. | History | New | 309,836 | 24,560 | 7.97% | — | 147 | +309,836 | New | Q1 2026 | May 11, 2026 |
| JBGlobal.com LLC | History | Added to | 307,799 | 24,399 | 24.03% | 29.72% | 148 | +11,676 | 3.94% | Q1 2026 | Apr 07, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 306,891 | 24,327 | 4.21% | 4.36% | 149 | +4,734 | 1.57% | Q1 2026 | Apr 08, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 297,165 | 23,624 | 7.1% | 6.71% | 150 | +36,505 | 14.0% | Q1 2026 | May 12, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 297,741 | 23,601 | 13.4% | 12.84% | 151 | +9,229 | 3.2% | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 292,300 | 23,305 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 292,039 | 23,149 | 0.03% | — | 153 | +292,039 | New | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 290,328 | 23,014 | 1.4% | 1.26% | 154 | +33,437 | 13.02% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Added to | 290,503 | 22,961 | 1.72% | 1.61% | 155 | +16,983 | 6.21% | Q1 2026 | Apr 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 288,775 | 22,891 | 3.61% | 3.51% | 156 | +6,027 | 2.13% | Q1 2026 | Apr 13, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 288,155 | 22,842 | 6.44% | 6.1% | 157 | +5,916 | 2.1% | Q1 2026 | Apr 15, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 286,951 | 22,746 | 4.48% | 4.32% | 158 | +19,386 | 7.25% | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 286,873 | 22,740 | 1.46% | 1.37% | 159 | +15,046 | 5.54% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 286,402 | 22,703 | 5.1% | 5.12% | 160 | +17,793 | 6.62% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 286,180 | 22,685 | 0.27% | 0.18% | 161 | +108,060 | 60.67% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Added to | 282,602 | 22,401 | 4.66% | 4.29% | 162 | +28,676 | 11.29% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 280,664 | 22,377 | 7.57% | 7.57% | 163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Unison Advisors LLC | History | Added to | 282,167 | 22,367 | 1.7% | 1.8% | 164 | +24,248 | 9.4% | Q1 2026 | Apr 28, 2026 |
| DAGCO, INC. | History | Added to | 275,973 | 21,876 | 4.74% | 2.31% | 165 | +150,564 | 120.06% | Q1 2026 | Apr 20, 2026 |
| KWMG, LLC | History | Added to | 274,786 | 21,782 | 1.82% | 1.8% | 166 | +12,532 | 4.78% | Q1 2026 | Apr 09, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 272,285 | 21,584 | 1.07% | 0.99% | 167 | +18,777 | 7.41% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 272,160 | 21,574 | 0.6% | 0.53% | 168 | +33,400 | 13.99% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 269,329 | 21,308 | 0.04% | 0.04% | 169 | -16,805 | -5.87% | Q1 2026 | May 01, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 268,589 | 21,291 | 11.57% | 12.52% | 170 | -16,175 | -5.68% | Q1 2026 | Apr 20, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 267,260 | 21,185 | 6.33% | 6.21% | 171 | +7,670 | 2.95% | Q1 2026 | May 05, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 266,100 | 21,093 | 9.4% | 6.55% | 172 | +82,717 | 45.11% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 264,608 | 20,975 | 0.83% | 0.89% | 173 | -26,341 | -9.05% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 263,105 | 20,856 | 0.31% | 0.27% | 174 | +42,222 | 19.12% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 262,280 | 20,790 | 0.04% | 0.0% | 175 | +256,690 | 4591.95% | Q1 2026 | May 01, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 260,813 | 20,674 | 1.55% | 1.0% | 176 | +107,324 | 69.92% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 257,157 | 20,384 | 3.54% | 3.48% | 177 | +10,820 | 4.39% | Q1 2026 | May 05, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 254,465 | 20,171 | 8.9% | 8.68% | 178 | +11,243 | 4.62% | Q1 2026 | Apr 06, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 251,044 | 19,900 | 7.72% | 8.07% | 179 | -7,272 | -2.82% | Q1 2026 | Apr 08, 2026 |
| Centiva Capital, LP | History | New | 250,000 | 19,817 | 0.15% | — | 180 | +250,000 | New | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 248,956 | 19,734 | 2.61% | 2.63% | 181 | +19,593 | 8.54% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 246,693 | 19,555 | 0.67% | 0.68% | 182 | -7,648 | -3.01% | Q1 2026 | May 07, 2026 |
| AA Financial Advisors, LLC | History | Added to | 246,616 | 19,549 | 2.75% | 1.75% | 183 | +127,720 | 107.42% | Q1 2026 | Apr 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 243,719 | 19,319 | 1.24% | 1.14% | 184 | +24,676 | 11.27% | Q1 2026 | Apr 16, 2026 |
| Matrix Trust Co | History | Reduced | 243,304 | 19,287 | 3.2% | 3.26% | 185 | -4,533 | -1.83% | Q1 2026 | Apr 09, 2026 |
| OneAscent Financial Services LLC | History | Added to | 241,067 | 19,109 | 1.04% | 0.72% | 186 | +143,161 | 146.22% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 235,621 | 18,677 | 0.57% | 0.7% | 187 | -3,214 | -1.35% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 235,450 | 18,664 | 1.12% | 1.05% | 188 | +19,584 | 9.07% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 234,551 | 18,592 | 4.36% | 4.53% | 189 | -11,348 | -4.61% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 234,131 | 18,559 | 0.51% | 0.47% | 190 | +5,253 | 2.3% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 231,429 | 18,345 | 5.11% | 4.49% | 191 | +23,609 | 11.36% | Q1 2026 | Apr 22, 2026 |
| Essex LLC | History | Reduced | 231,153 | 18,323 | 3.23% | 3.28% | 192 | -1,048 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Mason & Associates Inc | History | Added to | 229,931 | 18,173 | 3.52% | 3.35% | 193 | +6,505 | 2.91% | Q1 2026 | Apr 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 228,242 | 18,092 | 0.01% | 0.01% | 194 | -26,233 | -10.31% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 226,086 | 18,025 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 226,444 | 17,950 | 0.57% | 0.57% | 196 | +5,287 | 2.39% | Q1 2026 | Apr 08, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 226,264 | 17,935 | 7.78% | 8.07% | 197 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 226,101 | 17,923 | 6.01% | 5.88% | 198 | +5,527 | 2.51% | Q1 2026 | Apr 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 225,318 | 17,860 | 6.3% | 5.92% | 199 | +20,533 | 10.03% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Added to | 225,236 | 17,854 | 0.83% | 0.46% | 200 | +96,100 | 74.42% | Q1 2026 | May 05, 2026 |
| Whelan Financial | History | Added to | 222,941 | 17,672 | 5.49% | 5.44% | 201 | +4,403 | 2.01% | Q1 2026 | Apr 24, 2026 |
| Wealth Management Nebraska | History | Reduced | 221,955 | 17,594 | 1.78% | 2.03% | 202 | -1,146 | -0.51% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 216,101 | 17,130 | 0.73% | 0.6% | 203 | +32,123 | 17.46% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 215,895 | 17,114 | 0.28% | 0.13% | 204 | +113,947 | 111.77% | Q1 2026 | Apr 14, 2026 |
| TL Private Wealth | History | Added to | 214,503 | 16,988 | 6.7% | 6.53% | 205 | +1,841 | 0.87% | Q1 2026 | Apr 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 210,476 | 16,684 | 1.01% | 0.97% | 206 | +2,700 | 1.3% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Added to | 209,981 | 16,645 | 0.08% | 0.07% | 207 | +52,772 | 33.57% | Q1 2026 | May 04, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 208,934 | 16,562 | 3.17% | 3.22% | 208 | -1,982 | -0.94% | Q1 2026 | Apr 15, 2026 |
| E&R Wealth Management, LLC | History | Added to | 208,372 | 16,517 | 16.45% | 16.71% | 209 | +7,603 | 3.79% | Q1 2026 | May 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 206,502 | 16,369 | 3.16% | 2.74% | 210 | +38,371 | 22.82% | Q1 2026 | Apr 21, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 204,881 | 16,240 | 9.38% | 9.07% | 211 | +10,343 | 5.32% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 198,730 | 15,844 | 0.31% | 0.31% | 212 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 199,279 | 15,796 | 5.49% | 5.8% | 213 | -2,819 | -1.39% | Q1 2026 | May 15, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 198,680 | 15,749 | 3.13% | 3.55% | 214 | -31,955 | -13.86% | Q1 2026 | May 12, 2026 |
| Asio Capital, LLC | History | Added to | 196,555 | 15,580 | 2.19% | 2.18% | 215 | +2,922 | 1.51% | Q1 2026 | Apr 15, 2026 |
| Lighthouse Financial LLC | History | Added to | 194,884 | 15,448 | 9.31% | 9.16% | 216 | +19,007 | 10.81% | Q1 2026 | May 13, 2026 |
| Compass Advisory Group LLC | History | Added to | 193,599 | 15,346 | 4.11% | 3.71% | 217 | +21,550 | 12.53% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 193,438 | 15,333 | 0.07% | 0.07% | 218 | +751 | 0.39% | Q1 2026 | Apr 24, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 192,025 | 15,221 | 0.43% | 0.4% | 219 | +10,516 | 5.79% | Q1 2026 | May 14, 2026 |
| Asset Management Group, Inc. | History | Added to | 191,810 | 15,204 | 2.46% | 2.47% | 220 | +275 | 0.14% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 188,305 | 14,926 | 0.01% | 0.01% | 221 | -3,757 | -1.96% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 187,802 | 14,887 | 0.27% | 0.28% | 222 | +3,073 | 1.66% | Q1 2026 | Apr 17, 2026 |
| Twele Capital Management, Inc. | History | Added to | 186,907 | 14,816 | 2.64% | 2.6% | 223 | +4,642 | 2.55% | Q1 2026 | Apr 07, 2026 |
| Factor Wealth Management LTD | History | Added to | 185,081 | 14,671 | 2.76% | 2.68% | 224 | +29,284 | 18.8% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 183,249 | 14,610 | 0.0% | 0.0% | 225 | +3,603 | 2.01% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 184,249 | 14,605 | 3.73% | 3.78% | 226 | +4,764 | 2.65% | Q1 2026 | Apr 10, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 182,830 | 14,492 | 2.98% | 2.93% | 227 | +4,426 | 2.48% | Q1 2026 | Apr 15, 2026 |
| Cordant, Inc. | History | Added to | 182,600 | 14,474 | 5.88% | 5.96% | 228 | +4,456 | 2.5% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 182,407 | 14,459 | 0.22% | 0.11% | 229 | +112,502 | 160.94% | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 182,355 | 14,455 | 8.66% | 8.79% | 230 | +6,943 | 3.96% | Q1 2026 | Apr 27, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 182,297 | 14,450 | 0.53% | 0.04% | 231 | +179,217 | 5818.73% | Q1 2026 | May 14, 2026 |
| International City Management Association Retirement Corp | History | No change | 181,600 | 14,395 | 7.37% | 7.35% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 178,381 | 14,222 | 1.58% | 1.58% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 179,032 | 14,191 | 0.14% | 0.15% | 234 | -13,601 | -7.06% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,643 | 14,161 | 0.05% | 0.05% | 235 | +28,003 | 18.59% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 178,161 | 14,122 | 0.24% | 0.23% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 177,992 | 14,109 | 0.04% | 0.02% | 237 | +87,317 | 96.3% | Q1 2026 | May 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 176,638 | 14,002 | 0.76% | 0.73% | 238 | -1,098 | -0.62% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 176,181 | 13,965 | 3.62% | 3.53% | 239 | +4,259 | 2.48% | Q1 2026 | Apr 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 175,282 | 13,894 | 2.73% | 1.26% | 240 | +94,397 | 116.71% | Q1 2026 | Apr 07, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 173,413 | 13,746 | 3.87% | 3.85% | 241 | +4,360 | 2.58% | Q1 2026 | May 01, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 172,649 | 13,685 | 4.0% | 3.24% | 242 | +27,409 | 18.87% | Q1 2026 | May 07, 2026 |
| Urban Financial Advisory Corp | History | Added to | 171,426 | 13,588 | 4.8% | 5.04% | 243 | +10,595 | 6.59% | Q1 2026 | May 08, 2026 |
| TRB Wealth Management, LLC | History | New | 169,879 | 13,466 | 1.91% | — | 244 | +169,879 | New | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | Added to | 169,347 | 13,424 | 1.52% | 1.44% | 245 | +9,076 | 5.66% | Q1 2026 | Apr 08, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 168,364 | 13,346 | 1.57% | 0.92% | 246 | -14,189 | -7.77% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 168,188 | 13,293 | 0.18% | 0.17% | 247 | -10,831 | -6.05% | Q1 2026 | Apr 22, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 166,330 | 13,184 | 0.9% | 0.88% | 248 | +2,525 | 1.54% | Q1 2026 | May 15, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 165,418 | 13,112 | 11.99% | 11.92% | 249 | +10,455 | 6.75% | Q1 2026 | Apr 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 165,240 | 13,098 | 0.06% | 0.05% | 250 | -304 | -0.18% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 164,112 | 13,009 | 0.23% | 0.24% | 251 | +2,251 | 1.39% | Q1 2026 | May 07, 2026 |
| TAGStone Capital, Inc. | History | Added to | 159,669 | 12,656 | 4.47% | 4.67% | 252 | +2,457 | 1.56% | Q1 2026 | May 11, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 158,023 | 12,526 | 6.97% | 2.27% | 253 | +105,273 | 199.57% | Q1 2026 | May 05, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 157,576 | 12,491 | 0.66% | 0.65% | 254 | +369 | 0.23% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 157,455 | 12,481 | 0.2% | 0.19% | 255 | +10,497 | 7.14% | Q1 2026 | Apr 27, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 156,968 | 12,442 | 2.68% | 2.59% | 256 | +9,459 | 6.41% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 156,828 | 12,431 | 0.2% | 0.2% | 257 | +10,335 | 7.05% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 156,565 | 12,410 | 0.13% | 0.04% | 258 | +115,915 | 285.15% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 156,258 | 12,380 | 0.08% | 0.07% | 259 | +12,372 | 8.6% | Q1 2026 | May 15, 2026 |
| Marion Wealth Management | History | Reduced | 155,180 | 12,301 | 2.73% | 4.21% | 260 | -81,819 | -34.52% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 154,692 | 12,262 | 0.09% | 0.09% | 261 | +8,008 | 5.46% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 153,041 | 12,131 | 0.56% | 0.56% | 262 | -476 | -0.31% | Q1 2026 | Apr 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 152,082 | 12,055 | 0.81% | 0.76% | 263 | +13,739 | 9.93% | Q1 2026 | May 12, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 150,850 | 11,957 | 7.7% | 7.8% | 264 | +366 | 0.24% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 149,717 | 11,868 | 0.14% | 0.13% | 265 | +5,145 | 3.56% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 147,751 | 11,712 | 0.01% | 0.02% | 266 | -21,524 | -12.72% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 147,074 | 11,658 | 2.38% | 2.32% | 267 | -140,958 | -48.94% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 146,618 | 11,622 | 0.1% | 0.12% | 268 | -51,041 | -25.82% | Q1 2026 | May 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 146,611 | 11,621 | 2.56% | 2.38% | 269 | +4,133 | 2.9% | Q1 2026 | Apr 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 146,557 | 11,583 | 0.01% | 0.0% | 270 | +122,505 | 509.33% | Q1 2026 | May 14, 2026 |
| Pointe Capital Management LLC | History | Added to | 145,883 | 11,564 | 5.73% | 5.5% | 271 | +6,913 | 4.97% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Added to | 145,141 | 11,505 | 0.72% | 0.69% | 272 | +4,676 | 3.33% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | Reduced | 144,987 | 11,493 | 2.64% | 2.9% | 273 | -696 | -0.48% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 144,692 | 11,469 | 0.0% | 0.0% | 274 | +104,734 | 262.11% | Q1 2026 | May 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 143,221 | 11,353 | 3.49% | 3.37% | 275 | +1,368 | 0.96% | Q1 2026 | May 18, 2026 |
| Magnus Financial Group LLC | History | Added to | 143,076 | 11,341 | 0.92% | 0.81% | 276 | +10,219 | 7.69% | Q1 2026 | Apr 10, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 142,898 | 11,327 | 8.72% | 8.13% | 277 | +4,981 | 3.61% | Q1 2026 | Apr 09, 2026 |
| Providence First Trust Co | History | Reduced | 141,069 | 11,182 | 3.93% | 3.99% | 278 | -3,440 | -2.38% | Q1 2026 | May 04, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 140,978 | 11,175 | 5.61% | 4.88% | 279 | +18,365 | 14.98% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 139,420 | 11,051 | 0.06% | 0.06% | 280 | -2,336 | -1.65% | Q1 2026 | May 05, 2026 |
| Finhabits Advisors LLC | History | Added to | 139,163 | 11,031 | 10.18% | 10.26% | 281 | +2,039 | 1.49% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 138,456 | 10,975 | 2.32% | 2.3% | 282 | +1,616 | 1.18% | Q1 2026 | May 05, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 138,399 | 10,970 | 3.37% | 3.33% | 283 | +1,796 | 1.31% | Q1 2026 | Apr 21, 2026 |
| Powers Advisory Group, LLC | History | Added to | 137,735 | 10,918 | 3.85% | 3.74% | 284 | +13,113 | 10.52% | Q1 2026 | Apr 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 137,317 | 10,885 | 0.91% | 0.86% | 285 | +3,783 | 2.83% | Q1 2026 | May 11, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 135,922 | 10,774 | 5.87% | 5.83% | 286 | -362 | -0.27% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 135,838 | 10,767 | 0.15% | 0.15% | 287 | +22,433 | 19.78% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 135,104 | 10,658 | 0.01% | 0.0% | 288 | +38,179 | 39.39% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 132,314 | 10,488 | 0.53% | 0.55% | 289 | -2,270 | -1.69% | Q1 2026 | May 04, 2026 |
| Addison Capital Co | History | Added to | 131,123 | 10,394 | 1.85% | 1.71% | 290 | +45,363 | 52.9% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 130,324 | 10,330 | 0.67% | 0.67% | 291 | +2,691 | 2.11% | Q1 2026 | Apr 15, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 129,776 | 10,290 | 2.69% | 2.61% | 292 | +11,648 | 9.86% | Q1 2026 | May 01, 2026 |
| Disciplined Investments, LLC | History | Added to | 127,680 | 10,121 | 3.63% | 3.77% | 293 | +4,584 | 3.72% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 127,626 | 10,116 | 0.34% | 0.32% | 294 | +17,669 | 16.07% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 127,091 | 10,074 | 3.35% | 3.32% | 295 | +756 | 0.6% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 125,984 | 9,986 | 2.38% | 2.34% | 296 | +6,287 | 5.25% | Q1 2026 | Apr 22, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 125,354 | 9,936 | 9.01% | 9.1% | 297 | -1,773 | -1.39% | Q1 2026 | May 08, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 123,709 | 9,806 | 2.06% | 2.15% | 298 | +5,174 | 4.36% | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 123,636 | 9,800 | 2.37% | 2.31% | 299 | +3,740 | 3.12% | Q1 2026 | May 05, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 122,960 | 9,747 | 0.28% | 0.27% | 300 | +5,497 | 4.68% | Q1 2026 | May 08, 2026 |