VANGUARD WORLD FUND - VDE
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 | Reduced | 1,964,299 | 339,902 | 0.02% | 0.02% | 1 | -30,069 | -1.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,587,679 | 274,732 | 0.02% | 0.01% | 2 | +109,506 | 7.41% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,025,115 | 177,385 | 0.03% | 0.02% | 3 | +32,060 | 3.23% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 977,346 | 169,119 | 0.03% | 0.02% | 4 | -77,603 | -7.36% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 818,310 | 141,600 | 0.04% | 0.03% | 5 | +4,557 | 0.56% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 807,650 | 139,755 | 0.31% | 0.24% | 6 | -27,980 | -3.35% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 720,530 | 124,680 | 7.01% | 5.37% | 7 | -77,170 | -9.67% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 566,815 | 98,081 | 0.03% | 0.02% | 8 | +82,518 | 17.04% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 497,366 | 86,064 | 0.07% | 0.08% | 9 | -285,479 | -36.47% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 493,318 | 85,364 | 0.01% | 0.01% | 10 | +73,950 | 17.63% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 452,227 | 78,253 | 0.04% | 0.0% | 11 | +400,286 | 770.66% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 368,445 | 63,755 | 0.68% | 0.49% | 12 | -2,486 | -0.67% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 354,019 | 61,259 | 0.96% | 0.65% | 13 | +4,778 | 1.37% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 316,018 | 55,155 | 0.01% | 0.01% | 14 | +131,576 | 71.34% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 301,437 | 52,161 | 0.05% | 0.03% | 15 | -5,512 | -1.8% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 300,782 | 52,047 | 0.06% | 0.04% | 16 | +38,015 | 14.47% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 252,500 | 43,692 | 0.11% | 0.09% | 17 | -19,521 | -7.18% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 236,242 | 40,890 | 0.06% | 0.04% | 18 | +12,575 | 5.62% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 223,775 | 38,721 | 0.02% | 0.02% | 19 | -53,224 | -19.21% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 221,700 | 38,362 | 0.01% | — | 20 | +221,700 | New | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 217,619 | 37,656 | 0.01% | 0.01% | 21 | +6,185 | 2.93% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 203,509 | 35,215 | 0.04% | 0.03% | 22 | +825 | 0.41% | Q1 2026 | May 05, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 181,711 | 31,443 | 1.7% | 1.22% | 23 | +6,062 | 3.45% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 174,266 | 30,154 | 0.03% | — | 24 | +174,266 | New | Q1 2026 | May 14, 2026 |
| Greenline Partners, LLC | History | Added to | 163,244 | 28,247 | 3.04% | 2.26% | 25 | +6,317 | 4.03% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 161,826 | 28,002 | 0.44% | 0.43% | 26 | -49,327 | -23.36% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 159,944 | 27,676 | 1.07% | 0.92% | 27 | -36,012 | -18.38% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 145,844 | 25,236 | 0.55% | 0.4% | 28 | +3,007 | 2.11% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 145,778 | 25,067 | 0.04% | 0.02% | 29 | -1,206 | -0.82% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 144,695 | 25,038 | 0.04% | 0.03% | 30 | +5,063 | 3.63% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 139,137 | 24,076 | 0.06% | 0.04% | 31 | +9,947 | 7.7% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL PLC | History | New | 134,900 | 23,343 | 0.14% | — | 32 | +134,900 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 134,018 | 23,190 | 0.03% | 0.03% | 33 | -3,646 | -2.65% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,607 | 22,946 | 0.0% | 0.0% | 34 | +56,831 | 75.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 124,481 | 21,540 | 0.04% | 0.0% | 35 | +122,701 | 6893.31% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 117,500 | 20,332 | 0.03% | 0.0% | 36 | +110,100 | 1487.84% | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 117,204 | 20,281 | 1.9% | 1.32% | 37 | -222 | -0.19% | Q1 2026 | May 15, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 108,606 | 18,793 | 9.41% | 7.59% | 38 | +8,474 | 8.46% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,500 | 18,774 | 0.0% | 0.0% | 39 | +70,336 | 184.3% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 104,294 | 18,047 | 0.01% | 0.01% | 40 | +434 | 0.42% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 98,322 | 17,013 | 0.02% | 0.02% | 41 | -19,927 | -16.85% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 94,317 | 16,505 | 0.0% | 0.0% | 42 | -6,924 | -6.84% | Q1 2026 | May 13, 2026 |
| TrueWealth Financial Partners | History | New | 84,984 | 14,705 | 5.86% | — | 43 | +84,984 | New | Q1 2026 | May 20, 2026 |
| SWAN Capital LLC | History | Reduced | 84,302 | 14,587 | 5.36% | 4.58% | 44 | -9,306 | -9.94% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 82,989 | 14,360 | 1.28% | 1.2% | 45 | -30,431 | -26.83% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 78,757 | 13,628 | 0.08% | 0.06% | 46 | -1,133 | -1.42% | Q1 2026 | May 05, 2026 |
| CMH Wealth Management LLC | History | Reduced | 78,038 | 13,503 | 2.32% | 2.58% | 47 | -17,684 | -18.47% | Q1 2026 | Apr 13, 2026 |
| Grove Bank & Trust | History | Added to | 76,790 | 13,287 | 1.5% | 0.51% | 48 | +40,455 | 111.34% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 74,928 | 12,965 | 0.01% | 0.01% | 49 | +4,705 | 6.7% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | Reduced | 64,713 | 11,197 | 1.06% | 0.86% | 50 | -5,525 | -7.87% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Added to | 63,995 | 11,073 | 0.69% | 0.49% | 51 | +1,058 | 1.68% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 63,454 | 10,980 | 2.71% | 1.8% | 52 | +2,639 | 4.34% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 61,666 | 10,670 | 0.06% | 0.05% | 53 | -9,830 | -13.75% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,709 | 10,505 | 0.02% | 0.01% | 54 | +24,623 | 68.23% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Added to | 59,574 | 10,309 | 0.03% | 0.02% | 55 | +6,473 | 12.19% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 59,490 | 10,294 | 0.02% | 0.02% | 56 | -4,551 | -7.11% | Q1 2026 | May 14, 2026 |
| Elgethun Capital Management | History | Added to | 59,369 | 10,273 | 1.7% | 1.26% | 57 | +1,562 | 2.7% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 58,329 | 10,093 | 1.99% | 0.06% | 58 | +55,827 | 2231.29% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 56,574 | 9,789 | 0.03% | 0.02% | 59 | +1,100 | 1.98% | Q1 2026 | May 14, 2026 |
| Polianta Ltd | History | New | 55,200 | 9,551 | 1.27% | — | 60 | +55,200 | New | Q1 2026 | Apr 16, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 53,817 | 9,312 | 2.16% | 0.05% | 61 | +51,984 | 2836.01% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 51,473 | 8,906 | 0.41% | 0.14% | 62 | +27,216 | 112.2% | Q1 2026 | Apr 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 49,768 | 8,611 | 0.29% | 0.21% | 63 | -3,228 | -6.09% | Q1 2026 | May 15, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 49,212 | 8,515 | 5.67% | 4.16% | 64 | -2,702 | -5.2% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 48,901 | 8,461 | 0.03% | 0.02% | 65 | -325 | -0.66% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,727 | 8,431 | 0.03% | 0.02% | 66 | +8,177 | 20.17% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 48,584 | 8,406 | 0.06% | 0.05% | 67 | -545 | -1.11% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 48,495 | 8,391 | 0.1% | 0.07% | 68 | +5,253 | 12.15% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 48,360 | 8,368 | 0.02% | 0.02% | 69 | -3,417 | -6.6% | Q1 2026 | May 04, 2026 |
| Gerald Baker Financial Group LLC | History | New | 46,954 | 8,124 | 2.57% | — | 70 | +46,954 | New | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 45,512 | 7,875 | 0.1% | 0.07% | 71 | +237 | 0.52% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 45,265 | 7,832 | 0.01% | 0.01% | 72 | +8,930 | 24.58% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 45,060 | 7,797 | 0.08% | — | 73 | +45,060 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,610 | 7,539 | 0.0% | 0.0% | 74 | +10,392 | 32.26% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 45,028 | 7,089 | 0.48% | 0.34% | 75 | +6,989 | 18.37% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 40,860 | 7,070 | 2.14% | 1.8% | 76 | -4,305 | -9.53% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Reduced | 40,566 | 7,019 | 0.08% | 0.07% | 77 | -5,329 | -11.61% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 40,291 | 6,971 | 1.74% | 1.9% | 78 | -2,032 | -4.8% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 39,536 | 6,841 | 1.61% | 0.01% | 79 | +39,346 | 20708.42% | Q1 2026 | May 06, 2026 |
| NKCFO LLC | History | New | 38,300 | 6,627 | 1.96% | — | 80 | +38,300 | New | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 38,022 | 6,579 | 0.01% | 0.0% | 81 | -4,963 | -11.55% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,689 | 6,521 | 0.07% | 0.04% | 82 | +12,997 | 52.64% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 37,657 | 6,516 | 0.07% | 0.02% | 83 | +20,795 | 123.32% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 37,110 | 6,421 | 0.03% | 0.03% | 84 | +345 | 0.94% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 37,082 | 6,416 | 0.54% | 0.37% | 85 | +744 | 2.05% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 36,968 | 6,396 | 0.02% | 0.02% | 86 | -8,065 | -17.91% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,627 | 6,338 | 0.01% | 0.01% | 87 | +822 | 2.3% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 35,916 | 6,214 | 0.55% | 0.36% | 88 | +159 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Flatrock Wealth Partners LLC | History | New | 35,643 | 6,167 | 2.77% | — | 89 | +35,643 | New | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 34,113 | 5,913 | 0.1% | 0.07% | 90 | +941 | 2.84% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 34,083 | 5,897 | 0.01% | 0.0% | 91 | +9,953 | 41.25% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,774 | 5,844 | 0.01% | 0.01% | 92 | +3,256 | 10.67% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 33,211 | 5,746 | 0.66% | 0.48% | 93 | +234 | 0.71% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 32,531 | 5,629 | 0.21% | 0.14% | 94 | +112 | 0.35% | Q1 2026 | May 07, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 32,409 | 5,608 | 4.78% | — | 95 | +32,409 | New | Q1 2026 | Apr 24, 2026 |
| GoalFusion Wealth Management, LLC | History | Reduced | 31,495 | 5,449 | 2.47% | 2.14% | 96 | -5,330 | -14.47% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 31,150 | 5,390 | 0.01% | 0.0% | 97 | +1,277 | 4.27% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | Added to | 30,304 | 5,250 | 0.5% | 0.33% | 98 | +1,584 | 5.52% | Q1 2026 | May 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 30,320 | 5,246 | 0.09% | 0.07% | 99 | -1,496 | -4.7% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,907 | 5,175 | 0.03% | 0.01% | 100 | +14,317 | 91.83% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,114 | 5,133 | 0.01% | 0.01% | 101 | -16,716 | -33.55% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,111 | 5,037 | 0.0% | 0.0% | 102 | -11,142 | -27.68% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,877 | 4,997 | 0.01% | 0.01% | 103 | +183 | 0.64% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 28,619 | 4,952 | 0.15% | 0.1% | 104 | +2,576 | 9.89% | Q1 2026 | Apr 06, 2026 |
| Boxwood Ventures, Inc. | History | No change | 27,720 | 4,796 | 5.08% | 3.51% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 27,423 | 4,745 | 2.77% | 1.95% | 106 | +726 | 2.72% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 26,726 | 4,625 | 0.01% | 0.01% | 107 | +978 | 3.8% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 26,465 | 4,579 | 0.11% | 0.08% | 109 | +585 | 2.26% | Q1 2026 | May 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 26,464 | 4,579 | 2.06% | 1.51% | 108 | -15 | -0.06% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26,402 | 4,568 | 0.12% | 0.09% | 110 | -1,026 | -3.74% | Q1 2026 | Apr 13, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 25,766 | 4,458 | 0.91% | 0.94% | 111 | -9,792 | -27.54% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 25,710 | 4,448 | 1.07% | 0.68% | 112 | +3,393 | 15.2% | Q1 2026 | May 01, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 25,528 | 4,417 | 3.51% | 2.25% | 113 | +575 | 2.3% | Q1 2026 | Apr 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 25,410 | 4,396 | 0.05% | 0.04% | 114 | +112 | 0.44% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,683 | 4,271 | 0.01% | 0.01% | 115 | +55 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,157 | 4,180 | 0.07% | 0.06% | 116 | +557 | 2.36% | Q1 2026 | May 18, 2026 |
| Kinloch Capital, LLC | History | New | 24,030 | 4,158 | 1.7% | — | 117 | +24,030 | New | Q1 2026 | May 15, 2026 |
| Avos Capital Management, LLC | History | Added to | 23,999 | 4,152 | 1.64% | 1.0% | 118 | +5,781 | 31.73% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,978 | 4,149 | 0.0% | 0.0% | 119 | +4,607 | 23.78% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | New | 23,694 | 4,100 | 0.16% | — | 120 | +23,694 | New | Q1 2026 | Apr 10, 2026 |
| Sarasin & Partners LLP | History | New | 23,409 | 4,050 | 0.05% | — | 121 | +23,409 | New | Q1 2026 | Apr 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 23,124 | 4,001 | 1.5% | 1.06% | 122 | -92 | -0.4% | Q1 2026 | May 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 23,104 | 3,998 | 0.19% | 0.2% | 123 | -12,123 | -34.41% | Q1 2026 | May 18, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 23,082 | 3,994 | 1.74% | 1.22% | 124 | +352 | 1.55% | Q1 2026 | Apr 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 22,817 | 3,948 | 2.08% | 1.5% | 125 | +55 | 0.24% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 22,799 | 3,945 | 0.0% | 0.0% | 126 | +4,742 | 26.26% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 22,772 | 3,940 | 0.01% | 0.01% | 127 | -184 | -0.8% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 22,746 | 3,935 | 0.09% | 0.07% | 128 | -2,898 | -11.3% | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | Reduced | 22,549 | 3,901 | 1.24% | 1.16% | 129 | -4,242 | -15.83% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 21,546 | 3,728 | 0.04% | 0.03% | 130 | -595 | -2.69% | Q1 2026 | Apr 28, 2026 |
| My Personal CFO, LLC | History | Added to | 21,456 | 3,712 | 1.63% | 1.13% | 131 | +18 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Newport Capital Group, LLC | History | Added to | 21,368 | 3,697 | 2.25% | 1.56% | 132 | +1,084 | 5.34% | Q1 2026 | May 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 21,028 | 3,638 | 0.83% | 0.59% | 133 | +326 | 1.57% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,651 | 3,573 | 0.03% | 0.03% | 134 | -11,762 | -36.29% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,526 | 3,551 | 0.02% | 0.01% | 135 | +495 | 2.47% | Q1 2026 | Apr 24, 2026 |
| North Forty Two & Co. | History | Added to | 20,022 | 3,464 | 3.2% | 2.37% | 136 | +55 | 0.28% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,479 | 3,370 | 0.02% | 0.01% | 137 | +226 | 1.17% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,343 | 3,347 | 0.08% | 0.05% | 138 | +3,170 | 19.6% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,329 | 3,344 | 0.05% | 0.02% | 139 | +9,506 | 96.77% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 19,313 | 3,343 | 0.03% | 0.02% | 140 | +1,564 | 8.81% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 19,121 | 3,308 | 0.38% | 0.25% | 141 | +1,029 | 5.69% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 18,580 | 3,215 | 0.14% | 0.09% | 142 | -112 | -0.6% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 18,189 | 3,147 | 0.02% | 0.01% | 143 | +8,454 | 86.84% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 18,138 | 3,138 | 0.79% | 0.59% | 144 | -459 | -2.47% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 18,132 | 3,137 | 0.03% | 0.02% | 145 | -1,296 | -6.67% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Reduced | 17,920 | 3,100 | 0.05% | 0.03% | 146 | -69 | -0.38% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Reduced | 17,784 | 3,077 | 1.53% | 1.3% | 147 | -2,970 | -14.31% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 17,654 | 3,054 | 0.0% | 0.0% | 148 | -8,103 | -31.46% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,600 | 3,045 | 0.0% | 0.0% | 149 | -14,500 | -45.17% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 17,416 | 3,013 | 0.05% | 0.04% | 150 | +95 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 15,670 | 2,711 | 1.23% | 0.72% | 151 | +4,547 | 40.88% | Q1 2026 | May 13, 2026 |
| Retireful, LLC | History | New | 15,588 | 2,697 | 3.8% | — | 152 | +15,588 | New | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,399 | 2,664 | 0.0% | 0.0% | 153 | +3,020 | 24.4% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 15,389 | 2,662 | 0.31% | 0.25% | 154 | -481 | -3.03% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 15,928 | 2,656 | 0.2% | 0.16% | 155 | -805 | -4.81% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 15,321 | 2,651 | 0.07% | 0.05% | 156 | +2,045 | 15.4% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,058 | 2,605 | 0.0% | 0.0% | 157 | +10,900 | 262.15% | Q1 2026 | May 15, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 14,847 | 2,569 | 2.93% | 2.15% | 158 | -449 | -2.94% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 14,792 | 2,559 | 0.0% | 0.0% | 159 | +6,856 | 86.39% | Q1 2026 | May 11, 2026 |
| FCA CORP /TX | History | Added to | 14,673 | 2,538 | 0.72% | 0.51% | 160 | +333 | 2.32% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 14,525 | 2,513 | 0.0% | — | 161 | +14,525 | New | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 14,429 | 2,497 | 0.08% | 0.07% | 162 | -3,055 | -17.47% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 14,424 | 2,495 | 1.12% | 0.77% | 163 | +972 | 7.23% | Q1 2026 | May 12, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 15,576 | 2,471 | 0.54% | 0.53% | 164 | -2,631 | -14.45% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 14,225 | 2,461 | 0.69% | 0.58% | 165 | -92 | -0.64% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 14,057 | 2,432 | 0.01% | 0.01% | 166 | +2,158 | 18.14% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 14,029 | 2,427 | 0.63% | 0.45% | 167 | +1,053 | 8.11% | Q1 2026 | Apr 08, 2026 |
| SYON CAPITAL LLC | History | Reduced | 13,562 | 2,346 | 0.12% | 0.1% | 168 | -2,803 | -17.13% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,523 | 2,340 | 0.02% | 0.01% | 169 | +1,249 | 10.18% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | New | 13,490 | 2,334 | 0.01% | — | 170 | +13,490 | New | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 13,273 | 2,296 | 0.09% | 0.02% | 171 | +8,709 | 190.82% | Q1 2026 | May 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 13,265 | 2,295 | 0.91% | 0.67% | 172 | -454 | -3.31% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,193 | 2,283 | 0.15% | 0.1% | 173 | +828 | 6.7% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 17,958 | 2,261 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,975 | 2,245 | 0.01% | 0.0% | 175 | -205 | -1.56% | Q1 2026 | May 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 12,937 | 2,238 | 0.03% | 0.04% | 176 | -7,502 | -36.7% | Q1 2026 | May 12, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 12,927 | 2,236 | 0.65% | 0.49% | 177 | -302 | -2.28% | Q1 2026 | Apr 20, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 12,829 | 2,219 | 2.01% | 1.47% | 178 | +78 | 0.61% | Q1 2026 | May 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,795 | 2,214 | 0.01% | 0.01% | 179 | +371 | 2.99% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 12,730 | 2,202 | 0.24% | — | 180 | +12,730 | New | Q1 2026 | Apr 15, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 12,575 | 2,175 | 0.37% | 0.26% | 181 | +395 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 12,490 | 2,161 | 0.01% | 0.01% | 182 | -11,063 | -46.97% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 12,485 | 2,160 | 0.22% | 0.23% | 183 | -5,978 | -32.38% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 12,705 | 2,135 | 0.19% | 0.16% | 184 | -641 | -4.8% | Q1 2026 | May 11, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 12,187 | 2,108 | 1.82% | 1.43% | 185 | -1,279 | -9.5% | Q1 2026 | May 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 12,089 | 2,091 | 0.06% | 0.06% | 186 | -3,814 | -23.98% | Q1 2026 | Apr 16, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 11,732 | 2,030 | 0.42% | 0.33% | 187 | -525 | -4.28% | Q1 2026 | Apr 23, 2026 |
| Bonfire Financial | History | Reduced | 11,674 | 2,018 | 1.52% | 1.82% | 188 | -7,722 | -39.81% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 11,586 | 2,004 | 0.1% | 0.07% | 189 | +1,192 | 11.47% | Q1 2026 | Apr 23, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 11,470 | 1,984 | 2.53% | 1.65% | 190 | +1,267 | 12.42% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 11,132 | 1,926 | 0.12% | 0.09% | 191 | -288 | -2.52% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,051 | 1,912 | 0.04% | 0.03% | 192 | -80 | -0.72% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,026 | 1,907 | 0.05% | 0.03% | 193 | +1,457 | 15.23% | Q1 2026 | Apr 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 11,011 | 1,905 | 1.96% | 1.45% | 194 | -44 | -0.4% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,696 | 1,850 | 0.0% | 0.0% | 195 | +7,109 | 198.19% | Q1 2026 | May 13, 2026 |
| Athena Investment Management | History | Reduced | 10,642 | 1,841 | 0.95% | 0.69% | 196 | -66 | -0.62% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 10,228 | 1,769 | 0.1% | 0.08% | 197 | -250 | -2.39% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,143 | 1,755 | 0.06% | 0.05% | 198 | -45 | -0.44% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,036 | 1,736 | 0.02% | 0.02% | 199 | -1,866 | -15.68% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 9,938 | 1,719 | 0.03% | 0.01% | 200 | +4,756 | 91.78% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,888 | 1,710 | 0.11% | 0.08% | 201 | +136 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 13,552 | 1,706 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 9,841 | 1,702 | 0.08% | 0.06% | 203 | -140 | -1.4% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,770 | 1,690 | 0.01% | 0.01% | 204 | +138 | 1.43% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,686 | 1,676 | 0.01% | 0.0% | 205 | +331 | 3.54% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,548 | 1,652 | 0.01% | 0.01% | 206 | -319 | -3.23% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,441 | 1,633 | 0.01% | 0.01% | 207 | +1,120 | 13.46% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,431 | 1,631 | 0.02% | 0.02% | 208 | +46 | 0.49% | Q1 2026 | Apr 23, 2026 |
| Sharper & Granite LLC | History | Reduced | 9,397 | 1,626 | 0.56% | 0.45% | 209 | -701 | -6.94% | Q1 2026 | Apr 08, 2026 |
| Asset Management Group, Inc. | History | Reduced | 9,357 | 1,619 | 0.26% | 0.2% | 210 | -470 | -4.78% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,315 | 1,611 | 0.0% | 0.0% | 211 | -234 | -2.45% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 9,281 | 1,606 | 0.02% | 0.01% | 212 | +4,312 | 86.78% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | No change | 9,255 | 1,601 | 0.25% | 0.19% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,136 | 1,580 | 0.11% | — | 214 | +9,136 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 9,096 | 1,574 | 0.0% | 0.0% | 215 | -388 | -4.09% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,099 | 1,574 | 0.12% | 0.09% | 216 | -32 | -0.35% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,442 | 1,566 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,045 | 1,565 | 0.01% | 0.01% | 218 | +12 | 0.13% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 8,986 | 1,554 | 0.02% | 0.02% | 219 | -269 | -2.91% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 8,865 | 1,533 | 0.04% | 0.03% | 220 | -686 | -7.18% | Q1 2026 | May 08, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 8,768 | 1,517 | 0.27% | 0.29% | 221 | -3,311 | -27.41% | Q1 2026 | Apr 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 8,742 | 1,512 | 0.17% | 0.14% | 222 | -1,357 | -13.44% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 8,725 | 1,509 | 0.18% | 0.12% | 223 | +600 | 7.38% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,711 | 1,507 | 0.03% | 0.02% | 224 | +953 | 12.28% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,700 | 1,505 | 0.05% | 0.02% | 225 | +1,046 | 13.67% | Q1 2026 | Apr 23, 2026 |
| Factor Wealth Management LTD | History | Reduced | 8,683 | 1,502 | 0.28% | 0.3% | 226 | -2,357 | -21.35% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Group, LLC | History | Reduced | 8,645 | 1,495 | 0.13% | 0.09% | 227 | -104 | -1.19% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,544 | 1,478 | 0.21% | 0.16% | 228 | -67 | -0.78% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 8,420 | 1,456 | 0.54% | 0.35% | 229 | +700 | 9.07% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 8,585 | 1,451 | 0.02% | 0.01% | 230 | -1,198 | -12.25% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,356 | 1,446 | 0.05% | 0.04% | 231 | +111 | 1.35% | Q1 2026 | Apr 07, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 8,354 | 1,445 | 0.95% | 0.74% | 232 | -199 | -2.33% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,257 | 1,428 | 0.15% | 0.1% | 233 | +975 | 13.39% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 8,234 | 1,424 | 0.04% | 0.03% | 234 | -15 | -0.18% | Q1 2026 | Apr 29, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,301 | 1,423 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,173 | 1,414 | 0.0% | 0.0% | 236 | +5,909 | 261.0% | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | No change | 8,000 | 1,384 | 0.35% | 0.27% | 237 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,221 | 1,371 | 0.01% | 0.04% | 238 | -22,113 | -72.9% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Added to | 7,905 | 1,367 | 0.01% | 0.0% | 239 | +893 | 12.74% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | No change | 7,863 | 1,360 | 0.09% | 0.07% | 240 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,749 | 1,340 | 0.01% | 0.01% | 241 | +2,529 | 48.45% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,716 | 1,335 | 0.07% | 0.05% | 242 | +88 | 1.15% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,863 | 1,334 | 0.01% | 0.0% | 243 | +4,201 | 74.2% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,708 | 1,333 | 0.0% | — | 244 | +7,708 | New | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 7,664 | 1,326 | 0.02% | — | 245 | +7,664 | New | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 7,633 | 1,320 | 0.08% | 0.06% | 246 | -577 | -7.03% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 7,585 | 1,312 | 0.07% | 0.05% | 247 | -149 | -1.93% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,580 | 1,311 | 0.0% | 0.0% | 248 | -61 | -0.8% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,522 | 1,301 | 0.03% | 0.03% | 249 | -2,442 | -24.51% | Q1 2026 | May 01, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 7,444 | 1,288 | 0.14% | 0.19% | 250 | -5,909 | -44.25% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Added to | 7,385 | 1,277 | 0.01% | 0.01% | 251 | +4 | 0.05% | Q1 2026 | May 04, 2026 |
| Cove Private Wealth, LLC | History | Added to | 7,375 | 1,276 | 0.29% | 0.11% | 252 | +4,537 | 159.87% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 7,304 | 1,263 | 0.01% | 0.0% | 253 | +939 | 14.75% | Q1 2026 | May 11, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 7,245 | 1,253 | 0.21% | 0.14% | 254 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 7,000 | 1,211 | 0.73% | 0.57% | 255 | -800 | -10.26% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 6,960 | 1,204 | 0.12% | 0.11% | 256 | +10 | 0.14% | Q1 2026 | Apr 06, 2026 |
| Enclave Advisors LLC | History | Reduced | 6,890 | 1,192 | 0.16% | 0.15% | 257 | -1,268 | -15.54% | Q1 2026 | Apr 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 6,856 | 1,186 | 0.01% | 0.01% | 258 | +689 | 11.17% | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,836 | 1,182 | 0.07% | 0.06% | 259 | -743 | -9.8% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 7,173 | 1,167 | 0.18% | 0.15% | 260 | -39 | -0.54% | Q1 2026 | Apr 16, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 6,726 | 1,163 | 0.58% | 0.46% | 261 | -169 | -2.45% | Q1 2026 | Apr 20, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 6,667 | 1,153 | 0.05% | 0.04% | 262 | +139 | 2.13% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 6,645 | 1,149 | 0.06% | 0.04% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 6,635 | 1,148 | 0.0% | 0.0% | 264 | +37 | 0.56% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,533 | 1,130 | 0.02% | 0.01% | 265 | -217 | -3.21% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 7,205 | 1,124 | 0.51% | 0.49% | 266 | -1,353 | -15.81% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,423 | 1,111 | 0.01% | 0.01% | 267 | +39 | 0.61% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,347 | 1,098 | 0.01% | 0.01% | 268 | +975 | 18.15% | Q1 2026 | Apr 28, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 6,324 | 1,094 | 0.17% | 0.14% | 269 | +55 | 0.88% | Q1 2026 | Apr 30, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 6,631 | 1,092 | 0.21% | 0.18% | 270 | -404 | -5.74% | Q1 2026 | Apr 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,235 | 1,078 | 0.3% | 0.21% | 271 | +12 | 0.19% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,301 | 1,072 | 0.06% | 0.02% | 272 | +3,568 | 130.55% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Added to | 6,194 | 1,071 | 0.08% | 0.06% | 273 | +1 | 0.02% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,173 | 1,068 | 0.02% | 0.02% | 274 | +138 | 2.29% | Q1 2026 | Apr 15, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 6,160 | 1,065 | 0.41% | 0.34% | 275 | +586 | 10.51% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 6,093 | 1,054 | 0.1% | 0.16% | 276 | -6,653 | -52.2% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 6,053 | 1,047 | 0.12% | 0.08% | 277 | +28 | 0.46% | Q1 2026 | Apr 16, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 6,029 | 1,043 | 0.65% | 0.5% | 278 | -545 | -8.29% | Q1 2026 | Apr 23, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 6,024 | 1,042 | 0.47% | 0.31% | 281 | +1,317 | 27.98% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,024 | 1,042 | 0.01% | 0.01% | 280 | +700 | 13.15% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 6,021 | 1,042 | 0.0% | 0.0% | 279 | -405 | -6.3% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,982 | 1,035 | 0.13% | 0.05% | 282 | +2,947 | 97.1% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | New | 5,957 | 1,030 | 0.03% | — | 283 | +5,957 | New | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,830 | 1,008 | 0.01% | 0.01% | 284 | -402 | -6.45% | Q1 2026 | May 08, 2026 |
| Wealth Care LLC | History | New | 5,809 | 1,005 | 0.89% | — | 285 | +5,809 | New | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,794 | 1,002 | 0.04% | 0.03% | 286 | -400 | -6.46% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,930 | 998 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,735 | 992 | 0.07% | 0.06% | 289 | -1,464 | -20.34% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 5,738 | 992 | 0.01% | 0.0% | 288 | -767 | -11.79% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,713 | 989 | 0.01% | — | 290 | +5,713 | New | Q1 2026 | Apr 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,698 | 985 | 0.05% | 0.04% | 291 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 5,631 | 974 | 0.38% | 0.34% | 292 | -1,548 | -21.56% | Q1 2026 | Apr 07, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 5,595 | 968 | 0.5% | — | 293 | +5,595 | New | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 5,583 | 966 | 0.32% | 0.23% | 294 | -59 | -1.05% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 5,513 | 954 | 0.03% | 0.02% | 295 | +960 | 21.08% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 5,494 | 950 | 0.1% | 0.07% | 296 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colony Family Offices, LLC | History | Added to | 5,471 | 946 | 0.23% | 0.17% | 297 | +148 | 2.78% | Q1 2026 | Apr 21, 2026 |
| Tranquility Partners, LLC | History | No change | 5,440 | 941 | 0.35% | 0.25% | 298 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,344 | 924 | 0.13% | 0.09% | 299 | +20 | 0.38% | Q1 2026 | Apr 15, 2026 |
| VPR Management LLC | History | No change | 5,300 | 917 | 0.37% | 0.3% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |