VANGUARD WORLD FUND - VDC
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 | 4,336,403 | 973,912 | 0.07% | 0.06% | 1 | +424,605 | 10.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 898,835 | 201,869 | 0.05% | 0.05% | 2 | +23,856 | 2.73% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 596,531 | 133,975 | 0.01% | 0.01% | 3 | -41,194 | -6.46% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 468,988 | 105,330 | 1.64% | 1.35% | 4 | +36,349 | 8.4% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 448,969 | 100,833 | 14.11% | 13.61% | 5 | -2,174 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 420,746 | 94,495 | 5.31% | 5.11% | 6 | -30,985 | -6.86% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 406,752 | 91,352 | 0.02% | 0.01% | 7 | +26,708 | 7.03% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 315,733 | 70,910 | 0.01% | 0.01% | 8 | +49,864 | 18.76% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 268,001 | 60,190 | 0.06% | 0.06% | 9 | +2,656 | 1.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 257,399 | 57,809 | 0.02% | 0.02% | 10 | -61,826 | -19.37% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 240,152 | 53,935 | 0.14% | 0.14% | 11 | -7,873 | -3.17% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 222,587 | 50,065 | 0.01% | 0.01% | 12 | +677 | 0.31% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 194,838 | 43,758 | 0.01% | 0.01% | 13 | -23,354 | -10.7% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 189,941 | 42,658 | 0.06% | 0.06% | 14 | -11,594 | -5.75% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 161,186 | 36,229 | 0.05% | 0.04% | 15 | +16,898 | 11.71% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 145,552 | 32,691 | 0.03% | 0.03% | 16 | -3,995 | -2.67% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,136 | 28,104 | 0.02% | 0.02% | 17 | +7,849 | 6.69% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 124,963 | 28,065 | 0.04% | 0.04% | 18 | -1,058 | -0.84% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 120,522 | 27,068 | 0.07% | 0.06% | 19 | +18,087 | 17.66% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 108,812 | 24,438 | 0.04% | 0.04% | 20 | -6,597 | -5.72% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 104,743 | 23,524 | 0.0% | 0.0% | 21 | +15,274 | 17.07% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 93,779 | 21,061 | 0.82% | 0.78% | 22 | -4,863 | -4.93% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 85,563 | 19,216 | 0.07% | 0.08% | 23 | -2,637 | -2.99% | Q1 2026 | Apr 30, 2026 |
| Blankinship & Foster, LLC | History | Added to | 82,020 | 18,420 | 4.07% | 3.67% | 24 | +1,575 | 1.96% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 80,250 | 18,023 | 0.29% | 0.27% | 25 | +7,329 | 10.05% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 79,964 | 17,959 | 0.05% | 0.05% | 26 | +4,054 | 5.34% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 70,785 | 15,861 | 0.0% | 0.0% | 27 | -10,170 | -12.56% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 69,015 | 15,500 | 0.99% | 0.93% | 28 | -434 | -0.62% | Q1 2026 | Apr 14, 2026 |
| Marotta Asset Management | History | Reduced | 68,662 | 15,361 | 2.83% | 2.91% | 29 | -5,764 | -7.74% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 68,142 | 15,304 | 0.02% | 0.02% | 30 | +458 | 0.68% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 63,363 | 14,230 | 0.11% | 0.11% | 31 | -1,192 | -1.85% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 58,564 | 13,152 | 0.0% | 0.0% | 32 | +24,825 | 73.58% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 57,663 | 12,950 | 0.43% | 0.39% | 33 | -586 | -1.01% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 50,069 | 11,244 | 0.05% | 0.05% | 34 | +209 | 0.42% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 49,737 | 11,170 | 0.03% | 0.02% | 35 | -1,202 | -2.36% | Q1 2026 | Apr 22, 2026 |
| SELDON CAPITAL LP | History | No change | 47,593 | 10,688 | 3.93% | 3.48% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 45,047 | 10,117 | 6.34% | 5.73% | 37 | +514 | 1.15% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | New | 43,086 | 9,676 | 3.86% | — | 38 | +43,086 | New | Q1 2026 | May 20, 2026 |
| Independent Advisor Alliance | History | New | 41,754 | 9,377 | 0.1% | — | 39 | +41,754 | New | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | Added to | 40,531 | 9,102 | 1.56% | 1.8% | 40 | +788 | 1.98% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 39,399 | 8,848 | 0.1% | 0.1% | 41 | -2,473 | -5.91% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 39,211 | 8,806 | 0.07% | 0.07% | 42 | -422 | -1.06% | Q1 2026 | May 01, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 38,458 | 8,612 | 3.25% | 3.06% | 43 | +959 | 2.56% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | Added to | 38,061 | 8,548 | 0.63% | 0.72% | 44 | +1,166 | 3.16% | Q1 2026 | May 19, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 35,939 | 8,048 | 1.82% | 1.74% | 45 | +58 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 34,294 | 7,702 | 0.01% | 0.01% | 46 | +2,282 | 7.13% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 33,374 | 7,495 | 0.0% | 0.0% | 47 | -1,659 | -4.74% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 32,765 | 7,358 | 0.03% | 0.03% | 48 | -4,166 | -11.28% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,163 | 7,223 | 0.02% | 0.02% | 49 | -2,783 | -7.96% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,643 | 7,063 | 0.0% | 0.0% | 50 | +1,702 | 5.68% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Added to | 30,480 | 6,845 | 0.74% | 0.67% | 51 | +2,896 | 10.5% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 30,430 | 6,834 | 0.23% | 0.14% | 52 | +62 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Junk Investment Group, LLC | History | New | 29,824 | 6,698 | 3.51% | — | 53 | +29,824 | New | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 29,621 | 6,651 | 1.61% | 1.57% | 54 | -1,236 | -4.01% | Q1 2026 | May 01, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 29,607 | 6,648 | 4.43% | 4.07% | 55 | -691 | -2.28% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 29,334 | 6,588 | 0.01% | 0.01% | 56 | -1,470 | -4.77% | Q1 2026 | Apr 27, 2026 |
| Kinloch Capital, LLC | History | New | 29,235 | 6,565 | 2.68% | — | 57 | +29,235 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 28,883 | 6,486 | 0.05% | 0.05% | 58 | -312 | -1.07% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 28,244 | 6,343 | 1.79% | 1.55% | 59 | +2,261 | 8.7% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,402 | 6,154 | 0.0% | 0.0% | 60 | +17,068 | 165.16% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,875 | 6,036 | 0.01% | 0.01% | 61 | +1,178 | 4.58% | Q1 2026 | May 05, 2026 |
| Merrithew & Thorsten Inc | History | Reduced | 26,329 | 5,913 | 5.58% | 6.14% | 62 | -1,147 | -4.17% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 26,302 | 5,907 | 0.0% | 0.0% | 63 | -871 | -3.21% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 25,747 | 5,782 | 0.35% | 0.33% | 64 | -6 | -0.02% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 25,600 | 5,749 | 0.05% | 0.04% | 65 | -325 | -1.25% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Reduced | 25,288 | 5,657 | 1.16% | 1.69% | 66 | -611 | -2.36% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,849 | 5,647 | 0.01% | 0.01% | 67 | -8,353 | -23.73% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Added to | 25,099 | 5,637 | 0.01% | 0.01% | 68 | +268 | 1.08% | Q1 2026 | May 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 24,654 | 5,537 | 2.43% | 2.4% | 69 | +10 | 0.04% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 24,287 | 5,454 | 0.15% | 0.14% | 70 | -1,029 | -4.06% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 24,218 | 5,439 | 0.0% | 0.0% | 71 | +1,309 | 5.71% | Q1 2026 | May 12, 2026 |
| HC Advisors, LLC | History | Added to | 23,675 | 5,317 | 3.56% | 2.96% | 72 | +3,405 | 16.8% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 23,528 | 5,284 | 1.32% | 1.84% | 73 | -881 | -3.61% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 23,061 | 5,179 | 0.24% | 0.2% | 74 | +1,079 | 4.91% | Q1 2026 | May 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 22,949 | 5,154 | 2.03% | 2.09% | 75 | -1,680 | -6.82% | Q1 2026 | May 11, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 22,315 | 5,011 | 3.99% | 3.47% | 76 | +1,545 | 7.44% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 22,264 | 5,000 | 0.04% | 0.04% | 77 | -5,476 | -19.74% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 21,982 | 4,937 | 0.19% | 0.25% | 78 | -10,383 | -32.08% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,684 | 4,869 | 0.02% | 0.02% | 79 | +191 | 0.89% | Q1 2026 | May 08, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 21,245 | 4,771 | 3.07% | 2.95% | 80 | -948 | -4.27% | Q1 2026 | Apr 29, 2026 |
| Sharper & Granite LLC | History | Reduced | 20,761 | 4,662 | 1.59% | 1.56% | 81 | -205 | -0.98% | Q1 2026 | Apr 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 20,695 | 4,647 | 0.67% | 0.63% | 82 | +308 | 1.51% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 19,740 | 4,433 | 0.0% | 0.0% | 83 | +2,270 | 12.99% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,582 | 4,377 | 0.03% | 0.03% | 84 | +2,872 | 16.22% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 19,415 | 4,360 | 0.12% | 0.11% | 85 | +1,140 | 6.24% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 19,213 | 4,315 | 0.01% | 0.0% | 86 | +5,584 | 40.97% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,600 | 4,159 | 0.01% | 0.01% | 87 | -64 | -0.33% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 17,827 | 4,003 | 1.36% | 1.34% | 88 | -472 | -2.58% | Q1 2026 | May 04, 2026 |
| Silver Coast Investments LLC | History | Added to | 17,432 | 3,915 | 1.25% | 1.23% | 89 | +507 | 3.0% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,158 | 3,853 | 0.06% | 0.03% | 90 | +9,131 | 113.75% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,936 | 3,803 | 0.01% | 0.01% | 91 | +2,470 | 17.07% | Q1 2026 | May 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 16,411 | 3,685 | 2.15% | 1.94% | 92 | +554 | 3.49% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,340 | 3,669 | 0.09% | 0.1% | 93 | -3,997 | -19.65% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 16,252 | 3,650 | 0.61% | — | 94 | +16,252 | New | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,207 | 3,639 | 0.01% | 0.01% | 95 | +6 | 0.04% | Q1 2026 | May 11, 2026 |
| One Day In July LLC | History | Added to | 16,101 | 3,616 | 0.29% | 0.25% | 96 | +1,512 | 10.36% | Q1 2026 | May 05, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 15,938 | 3,579 | 1.56% | 1.87% | 97 | -4,636 | -22.53% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Reduced | 15,788 | 3,545 | 0.08% | 0.08% | 98 | -2,242 | -12.43% | Q1 2026 | May 11, 2026 |
| Joule Financial, LLC | History | Added to | 15,775 | 3,542 | 1.03% | 0.98% | 99 | +348 | 2.26% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,651 | 3,515 | 0.02% | 0.01% | 100 | +7,497 | 91.94% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Added to | 15,525 | 3,486 | 0.31% | 0.29% | 101 | +348 | 2.29% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 15,349 | 3,447 | 0.78% | 0.64% | 102 | +1,887 | 14.02% | Q1 2026 | Apr 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 15,063 | 3,383 | 3.19% | 2.95% | 103 | +247 | 1.67% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,895 | 3,345 | 0.02% | 0.03% | 104 | -2,028 | -11.98% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 14,576 | 3,273 | 0.91% | 0.81% | 105 | +422 | 2.98% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 14,128 | 3,173 | 0.04% | 0.04% | 106 | -531 | -3.62% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 13,888 | 3,112 | 0.11% | 0.01% | 107 | +13,178 | 1856.06% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 13,740 | 3,085 | 0.15% | 0.17% | 108 | -2,533 | -15.57% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | Added to | 13,612 | 3,057 | 0.26% | 0.21% | 109 | +1,401 | 11.47% | Q1 2026 | May 01, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 13,563 | 3,046 | 0.89% | 0.84% | 110 | -112 | -0.82% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,525 | 3,037 | 0.01% | 0.01% | 111 | -132 | -0.97% | Q1 2026 | May 08, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 13,275 | 2,981 | 0.67% | 0.51% | 112 | +2,564 | 23.94% | Q1 2026 | Apr 20, 2026 |
| Retirement Planning Group, LLC | History | Added to | 13,037 | 2,928 | 0.09% | 0.09% | 113 | +708 | 5.74% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,891 | 2,895 | 0.05% | 0.05% | 114 | +46 | 0.36% | Q1 2026 | May 18, 2026 |
| Bonfire Financial | History | Reduced | 12,813 | 2,877 | 2.16% | 2.18% | 115 | -1,002 | -7.25% | Q1 2026 | May 06, 2026 |
| Stelac Advisory Services LLC | History | Added to | 12,770 | 2,868 | 0.58% | 0.94% | 116 | +132 | 1.04% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 12,543 | 2,817 | 0.21% | 0.2% | 117 | -38 | -0.3% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 12,217 | 2,743 | 1.01% | 0.96% | 118 | -377 | -2.99% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12,100 | 2,717 | 0.07% | 0.06% | 119 | +194 | 1.63% | Q1 2026 | Apr 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 11,720 | 2,632 | 0.87% | 0.9% | 120 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,679 | 2,623 | 0.02% | 0.02% | 121 | -604 | -4.92% | Q1 2026 | May 05, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 11,320 | 2,542 | 0.41% | 0.29% | 122 | +3,676 | 48.09% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 11,263 | 2,529 | 0.01% | 0.01% | 123 | -661 | -5.54% | Q1 2026 | May 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 11,146 | 2,503 | 0.38% | 0.37% | 124 | +190 | 1.73% | Q1 2026 | May 04, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 11,127 | 2,491 | 0.54% | 0.51% | 125 | +654 | 6.24% | Q1 2026 | Apr 16, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,950 | 2,459 | 0.35% | 0.33% | 126 | -258 | -2.3% | Q1 2026 | Apr 15, 2026 |
| Nvest Financial, LLC | History | Added to | 10,718 | 2,407 | 0.9% | 0.94% | 127 | +48 | 0.45% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,355 | 2,325 | 0.01% | 0.01% | 128 | -2,985 | -22.38% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 10,334 | 2,320 | 0.26% | 0.28% | 129 | -1,072 | -9.4% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,234 | 2,298 | 0.06% | — | 130 | +10,234 | New | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 10,077 | 2,263 | 0.26% | 0.14% | 131 | +4,007 | 66.01% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,044 | 2,255 | 0.0% | 0.0% | 132 | +6,796 | 209.24% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 9,784 | 2,248 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Apollon Financial, LLC | History | Reduced | 10,008 | 2,247 | 0.31% | 0.31% | 134 | -245 | -2.39% | Q1 2026 | Apr 22, 2026 |
| RCW Management, LLC | History | Reduced | 9,945 | 2,233 | 2.29% | 2.15% | 135 | -157 | -1.55% | Q1 2026 | Apr 15, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 9,763 | 2,192 | 0.39% | 0.48% | 136 | -2,191 | -18.33% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,718 | 2,182 | 0.0% | 0.0% | 137 | +8,354 | 612.46% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 9,708 | 2,180 | 0.0% | 0.0% | 138 | +247 | 2.61% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 9,695 | 2,177 | 0.11% | 0.1% | 139 | -89 | -0.91% | Q1 2026 | May 05, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,653 | 2,159 | 0.16% | 0.15% | 140 | -14 | -0.14% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,483 | 2,129 | 0.01% | 0.01% | 141 | +191 | 2.06% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,457 | 2,123 | 0.05% | 0.05% | 142 | +133 | 1.43% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Added to | 9,424 | 2,116 | 0.02% | 0.02% | 143 | +40 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Accel Wealth Management | History | Added to | 9,390 | 2,108 | 0.55% | 0.54% | 144 | +19 | 0.2% | Q1 2026 | Apr 08, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 9,350 | 2,099 | 0.17% | 0.16% | 145 | -846 | -8.3% | Q1 2026 | Apr 17, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 9,200 | 2,066 | 0.69% | 0.51% | 146 | +105 | 1.15% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 8,762 | 1,967 | 0.03% | 0.06% | 147 | -11,532 | -56.82% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,726 | 1,959 | 0.07% | 0.06% | 148 | +665 | 8.25% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,639 | 1,940 | 0.03% | 0.04% | 149 | -3,719 | -30.09% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 8,629 | 1,937 | 0.01% | 0.01% | 150 | -16,433 | -65.57% | Q1 2026 | May 15, 2026 |
| Calder Financial LLC | History | Reduced | 8,657 | 1,936 | 1.92% | 1.9% | 151 | -507 | -5.53% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,460 | 1,900 | 0.0% | 0.0% | 152 | +5,956 | 237.86% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,348 | 1,874 | 0.04% | 0.04% | 153 | +145 | 1.77% | Q1 2026 | May 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 8,333 | 1,871 | 0.73% | 0.7% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 8,047 | 1,807 | 0.0% | 0.0% | 155 | +1,814 | 29.1% | Q1 2026 | May 05, 2026 |
| Marion Wealth Management | History | Added to | 8,022 | 1,801 | 0.4% | 0.39% | 156 | +202 | 2.58% | Q1 2026 | May 12, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 7,888 | 1,771 | 0.49% | 0.34% | 157 | +1,385 | 21.3% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,809 | 1,753 | 0.04% | 0.03% | 158 | +80 | 1.04% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,696 | 1,728 | 0.02% | 0.02% | 159 | -119 | -1.52% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,641 | 1,716 | 0.02% | 0.02% | 160 | -60 | -0.78% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Reduced | 7,463 | 1,676 | 0.09% | 0.08% | 161 | -1,006 | -11.88% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,449 | 1,672 | 0.03% | — | 162 | +7,449 | New | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,433 | 1,669 | 0.04% | 0.04% | 163 | -65 | -0.87% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,366 | 1,654 | 0.02% | 0.02% | 164 | +266 | 3.75% | Q1 2026 | May 01, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 7,315 | 1,642 | 0.28% | 0.27% | 165 | -245 | -3.24% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Reduced | 7,292 | 1,637 | 0.36% | 0.35% | 166 | -57 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,499 | 1,584 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,040 | 1,581 | 0.0% | 0.0% | 168 | -2,810 | -28.53% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,000 | 1,572 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 6,979 | 1,567 | 0.08% | 0.07% | 170 | +61 | 0.88% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,927 | 1,555 | 0.01% | 0.01% | 171 | -87 | -1.24% | Q1 2026 | May 12, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 6,907 | 1,551 | 1.34% | 1.35% | 172 | -652 | -8.63% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 6,803 | 1,527 | 0.01% | 0.01% | 173 | -3 | -0.04% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,780 | 1,522 | 0.0% | 0.0% | 174 | +319 | 4.94% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 6,774 | 1,521 | 0.05% | 0.05% | 175 | +340 | 5.28% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,631 | 1,489 | 0.01% | 0.01% | 176 | -2,283 | -25.61% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | No change | 6,624 | 1,487 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,501 | 1,460 | 0.02% | 0.19% | 178 | -51,095 | -88.71% | Q1 2026 | May 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 6,501 | 1,460 | 0.37% | 0.36% | 179 | -100 | -1.51% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,447 | 1,447 | 0.0% | 0.0% | 180 | +2,977 | 85.79% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 6,286 | 1,411 | 0.77% | 0.74% | 181 | +40 | 0.64% | Q1 2026 | Apr 27, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 6,226 | 1,398 | 0.39% | 0.29% | 182 | +837 | 15.53% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,169 | 1,385 | 0.03% | 0.03% | 183 | -128 | -2.03% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 6,142 | 1,379 | 0.01% | 0.01% | 184 | +135 | 2.25% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,041 | 1,356 | 0.03% | 0.03% | 185 | -674 | -10.04% | Q1 2026 | May 01, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 6,032 | 1,352 | 0.4% | 0.42% | 186 | +69 | 1.16% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,953 | 1,337 | 0.44% | 0.42% | 187 | -14 | -0.23% | Q1 2026 | Apr 09, 2026 |
| Banque Transatlantique SA | History | New | 5,922 | 1,330 | 0.03% | — | 188 | +5,922 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,818 | 1,306 | 0.02% | 0.01% | 189 | +203 | 3.62% | Q1 2026 | Apr 20, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,905 | 1,304 | 0.26% | 0.22% | 190 | -332 | -5.32% | Q1 2026 | Apr 22, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 5,761 | 1,293 | 0.01% | 0.01% | 191 | -122 | -2.07% | Q1 2026 | May 07, 2026 |
| Northstar Group, Inc. | History | Added to | 5,743 | 1,289 | 0.18% | 0.17% | 192 | +2 | 0.03% | Q1 2026 | Apr 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,683 | 1,276 | 0.04% | 0.05% | 193 | -1,164 | -17.0% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,691 | 1,273 | 0.01% | 0.01% | 195 | +506 | 9.76% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,667 | 1,273 | 0.06% | 0.06% | 194 | -439 | -7.19% | Q1 2026 | May 18, 2026 |
| Independent Family Office, LLC | History | No change | 5,640 | 1,266 | 0.52% | 0.5% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 5,562 | 1,249 | 0.13% | 0.14% | 197 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 5,501 | 1,235 | 0.26% | 0.23% | 198 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 5,421 | 1,217 | 0.07% | 0.06% | 199 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,348 | 1,201 | 0.02% | 0.02% | 200 | +366 | 7.35% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,300 | 1,190 | 0.0% | 0.0% | 201 | +3,300 | 165.0% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 5,219 | 1,184 | 0.54% | 0.52% | 202 | -200 | -3.69% | Q1 2026 | Apr 23, 2026 |
| Adams Wealth Management | History | Added to | 5,259 | 1,181 | 0.26% | 0.14% | 203 | +2,069 | 64.86% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 5,259 | 1,181 | 0.23% | 0.12% | 204 | +2,069 | 64.86% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 5,220 | 1,172 | 0.0% | 0.0% | 205 | +241 | 4.84% | Q1 2026 | May 14, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 5,468 | 1,155 | 0.36% | 0.36% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,125 | 1,151 | 0.02% | 0.01% | 207 | +3,662 | 250.31% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 5,123 | 1,150 | 0.04% | 0.04% | 208 | +195 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,109 | 1,147 | 0.01% | 0.01% | 209 | +550 | 12.06% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,933 | 1,107 | 0.02% | 0.02% | 210 | -326 | -6.2% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,898 | 1,100 | 0.0% | 0.0% | 211 | -358 | -6.81% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 4,888 | 1,097 | 0.01% | 0.01% | 212 | -185 | -3.65% | Q1 2026 | May 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 4,863 | 1,092 | 0.3% | 0.33% | 214 | -769 | -13.65% | Q1 2026 | May 12, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 4,866 | 1,092 | 0.62% | 0.64% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,848 | 1,088 | 0.74% | 0.69% | 215 | -97 | -1.96% | Q1 2026 | Apr 16, 2026 |
| MATAURO, LLC | History | Added to | 4,794 | 1,076 | 0.16% | 0.15% | 216 | +111 | 2.37% | Q1 2026 | Apr 22, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,687 | 1,052 | 0.11% | 0.16% | 218 | -1,292 | -21.61% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 4,688 | 1,052 | 0.41% | 0.32% | 217 | +630 | 15.52% | Q1 2026 | Apr 07, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 4,652 | 1,044 | 0.5% | 0.45% | 219 | +313 | 7.21% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,642 | 1,042 | 0.01% | 0.01% | 220 | -1,356 | -22.61% | Q1 2026 | May 13, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 4,640 | 1,042 | 0.62% | 0.59% | 221 | -224 | -4.61% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,603 | 1,033 | 0.06% | 0.04% | 222 | +196 | 4.45% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,872 | 1,029 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,556 | 1,023 | 0.44% | 0.39% | 224 | +211 | 4.86% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 4,693 | 991 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 4,251 | 976 | 0.06% | 0.03% | 226 | +2,058 | 93.84% | Q1 2026 | Apr 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 4,305 | 966 | 0.56% | 1.46% | 227 | -6,859 | -61.44% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,277 | 960 | 0.04% | 0.03% | 228 | +221 | 5.45% | Q1 2026 | Apr 28, 2026 |
| Guardian Capital, LLC | History | Reduced | 4,267 | 958 | 0.92% | 1.08% | 229 | -1,469 | -25.61% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,274 | 957 | 0.05% | 0.05% | 230 | -583 | -12.0% | Q1 2026 | May 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 4,245 | 953 | 0.05% | 0.04% | 232 | +588 | 16.08% | Q1 2026 | May 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 4,189 | 953 | 0.18% | 0.18% | 231 | -7 | -0.17% | Q1 2026 | Apr 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,232 | 950 | 0.0% | 0.0% | 233 | -57 | -1.33% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,216 | 946 | 0.0% | 0.0% | 234 | +4 | 0.09% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 4,209 | 945 | 0.28% | 0.31% | 235 | -499 | -10.6% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,186 | 940 | 0.02% | 0.01% | 236 | -2 | -0.05% | Q1 2026 | Apr 14, 2026 |
| American Alpha Advisors, LLC | History | Added to | 4,160 | 934 | 0.5% | 0.45% | 237 | +559 | 15.52% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,157 | 933 | 0.0% | 0.01% | 238 | -1,459 | -25.98% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 4,143 | 930 | 0.01% | 0.01% | 239 | +200 | 5.07% | Q1 2026 | May 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 4,138 | 929 | 0.22% | 0.21% | 240 | -25 | -0.6% | Q1 2026 | Apr 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 4,074 | 914 | 0.08% | 0.23% | 241 | -8,003 | -66.27% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 4,005 | 899 | 0.02% | 0.01% | 242 | +1,047 | 35.4% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,998 | 897 | 0.0% | 0.0% | 243 | +342 | 9.35% | Q1 2026 | May 13, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 3,982 | 894 | 0.61% | 0.56% | 244 | +100 | 2.58% | Q1 2026 | Apr 23, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 788,952 | 874 | 0.07% | 0.07% | 245 | +15 | 0.0% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,764 | 845 | 0.03% | 0.03% | 246 | -125 | -3.21% | Q1 2026 | Apr 21, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,730 | 837 | 0.42% | 0.42% | 247 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,718 | 834 | 0.01% | 0.01% | 248 | +418 | 12.67% | Q1 2026 | May 01, 2026 |
| Bluesphere Advisors LLC | History | Added to | 3,702 | 831 | 0.3% | 0.13% | 249 | +2,318 | 167.49% | Q1 2026 | Apr 22, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 3,694 | 829 | 0.02% | 0.02% | 250 | +931 | 33.7% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,692 | 829 | 0.09% | 0.09% | 251 | -379 | -9.31% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | Reduced | 3,629 | 815 | 0.01% | 0.01% | 252 | -40 | -1.09% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | Reduced | 3,631 | 814 | 0.66% | 0.71% | 253 | -18 | -0.49% | Q1 2026 | Mar 31, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,617 | 812 | 0.01% | 0.0% | 254 | -26 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Leelyn Smith, LLC | History | No change | 3,532 | 793 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 3,500 | 786 | 0.02% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 3,480 | 781 | 0.06% | 0.07% | 257 | +18 | 0.52% | Q1 2026 | May 07, 2026 |
| Elm Partners Management LLC | History | Added to | 3,456 | 774 | 0.03% | 0.02% | 258 | +1,842 | 114.13% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 3,429 | 770 | 0.01% | 0.01% | 259 | +450 | 15.11% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,363 | 755 | 0.0% | 0.0% | 260 | -259 | -7.15% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 3,322 | 746 | 0.27% | 0.26% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 3,310 | 743 | 0.24% | 1.37% | 262 | -18,075 | -84.52% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,247 | 729 | 0.01% | 0.01% | 263 | +534 | 19.68% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 3,235 | 726 | 0.01% | 0.01% | 264 | +21 | 0.65% | Q1 2026 | May 15, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 3,233 | 726 | 0.33% | 0.31% | 265 | +16 | 0.5% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,197 | 717 | 0.02% | 0.01% | 266 | +122 | 3.97% | Q1 2026 | Apr 29, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 3,898 | 713 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,100 | 696 | 0.16% | 0.16% | 268 | -114 | -3.55% | Q1 2026 | May 06, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,089 | 693 | 0.04% | 0.04% | 269 | +89 | 2.97% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 3,070 | 689 | 0.04% | 0.03% | 270 | +259 | 9.21% | Q1 2026 | Apr 30, 2026 |
| M Wealth Management, LLC | History | Added to | 3,070 | 689 | 0.58% | 0.56% | 271 | +12 | 0.39% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 3,059 | 687 | 0.0% | 0.0% | 272 | +198 | 6.92% | Q1 2026 | May 11, 2026 |
| Family Investment Center, Inc. | History | Added to | 3,054 | 685 | 0.13% | 0.08% | 273 | +1,063 | 53.39% | Q1 2026 | Apr 24, 2026 |
| Mosley Wealth Management | History | Reduced | 3,206 | 685 | 0.31% | 0.36% | 274 | -458 | -12.5% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,043 | 683 | 0.04% | 0.04% | 275 | -59 | -1.9% | Q1 2026 | Apr 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 3,028 | 680 | 0.27% | 0.3% | 276 | -587 | -16.24% | Q1 2026 | Apr 23, 2026 |
| V2 Financial group LLC | History | No change | 3,010 | 676 | 0.31% | 0.31% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 3,001 | 673 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,993 | 672 | 0.02% | 0.04% | 279 | -2,109 | -41.34% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,982 | 669 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,948 | 662 | 0.04% | 0.03% | 281 | +186 | 6.73% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Added to | 2,947 | 661 | 0.21% | 0.19% | 282 | +167 | 6.01% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 2,941 | 660 | 0.08% | 0.07% | 283 | +36 | 1.24% | Q1 2026 | May 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,923 | 656 | 0.44% | 0.41% | 284 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 2,912 | 654 | 0.22% | 0.24% | 285 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,889 | 648 | 0.01% | 0.01% | 286 | +149 | 5.44% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 2,859 | 642 | 0.0% | 0.0% | 287 | +131 | 4.8% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,837 | 637 | 0.03% | 0.04% | 288 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,800 | 628 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,761 | 620 | 0.03% | 0.03% | 290 | -232 | -7.75% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,757 | 619 | 0.0% | 0.0% | 291 | -388 | -12.34% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,751 | 617 | 0.01% | 0.01% | 292 | -246 | -8.21% | Q1 2026 | May 11, 2026 |
| Blue Capital, Inc. | History | No change | 2,720 | 610 | 0.4% | 0.41% | 293 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NCM Capital Management, LLC | History | No change | 2,705 | 607 | 0.22% | 0.21% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,644 | 593 | 0.13% | 0.13% | 295 | -121 | -4.38% | Q1 2026 | May 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,634 | 591 | 0.01% | 0.01% | 296 | +500 | 23.43% | Q1 2026 | Apr 17, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 2,634 | 591 | 0.35% | 0.29% | 297 | -11 | -0.42% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 2,616 | 587 | 0.01% | 0.01% | 298 | +1,431 | 120.76% | Q1 2026 | May 04, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 2,604 | 584 | 0.37% | — | 299 | +2,604 | New | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,597 | 583 | 0.01% | 0.03% | 300 | -3,080 | -54.25% | Q1 2026 | May 15, 2026 |