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.
Details.
Showing first 300 of
768 rows for faster page load.
Load all rows.
Rows: 0
| 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 | No change | 2,451,315 | 368,015 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,410,659 | 211,782 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 985,243 | 147,914 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 903,691 | 135,671 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 845,537 | 126,940 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 797,265 | 119,693 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Capital Management, Inc. | History | No change | 614,009 | 92,181 | 5.58% | 5.58% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 530,314 | 79,616 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 517,455 | 77,685 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 490,537 | 73,644 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PGIM Custom Harvest LLC | History | No change | 392,086 | 58,863 | 0.74% | 0.74% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 372,081 | 55,860 | 0.53% | 0.53% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 312,646 | 46,938 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 259,891 | 39,017 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 251,027 | 37,686 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 229,440 | 34,445 | 0.7% | 0.7% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 224,509 | 33,720 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 217,849 | 32,707 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 212,685 | 31,930 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 203,889 | 30,609 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 193,821 | 29,098 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 187,545 | 28,156 | 1.31% | 1.31% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 182,522 | 27,402 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Greenline Partners, LLC | History | No change | 169,158 | 25,395 | 2.58% | 2.58% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 161,826 | 24,294 | 0.35% | 0.35% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 145,342 | 21,820 | 0.38% | 0.38% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 140,332 | 21,068 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 139,010 | 20,869 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 132,853 | 19,945 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 116,824 | 17,538 | 1.48% | 1.48% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 108,477 | 16,285 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 101,935 | 15,420 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 100,926 | 15,152 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 100,242 | 15,049 | 7.33% | 7.33% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 93,592 | 14,051 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 90,284 | 13,554 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Financial Partners | History | No change | 84,927 | 12,750 | 5.27% | 5.27% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,838 | 12,586 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMH Wealth Management LLC | History | No change | 79,777 | 11,976 | 1.83% | 1.83% | 39 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 79,125 | 11,879 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWAN Capital LLC | History | No change | 76,808 | 11,531 | 3.95% | 3.95% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | No change | 70,139 | 10,529 | 0.9% | 0.9% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polianta Ltd | History | No change | 69,600 | 10,449 | 1.29% | 1.29% | 43 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BFSG, LLC | History | No change | 65,083 | 9,770 | 0.87% | 0.87% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roundview Capital LLC | History | No change | 64,089 | 9,621 | 0.53% | 0.53% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elgethun Capital Management | History | No change | 61,997 | 9,307 | 1.3% | 1.3% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 61,534 | 9,238 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 61,464 | 9,227 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 60,380 | 9,064 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 59,534 | 8,937 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 58,645 | 8,804 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 56,938 | 8,548 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 55,300 | 8,302 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,136 | 8,277 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESCAP Management Group, Inc. | History | No change | 52,935 | 7,947 | 1.48% | 1.48% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 50,901 | 7,733 | 1.58% | 1.58% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 49,652 | 7,454 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48,813 | 7,422 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 49,184 | 7,383 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 47,440 | 7,122 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 46,178 | 6,933 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 45,967 | 6,901 | 1.02% | 1.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 45,277 | 6,797 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 45,175 | 6,792 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 43,546 | 6,537 | 2.03% | 2.03% | 65 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Mariner, LLC | History | No change | 43,488 | 6,528 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 42,920 | 6,443 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 42,745 | 6,417 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 42,573 | 6,391 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 42,540 | 6,386 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 42,020 | 6,308 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 41,521 | 6,233 | 1.77% | 1.77% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 41,460 | 6,224 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 41,043 | 6,161 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 40,677 | 6,106 | 1.36% | 1.36% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Guardian Wealth Management, LLC | History | No change | 38,044 | 5,711 | 1.6% | 1.6% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| M Holdings Securities, Inc. | History | No change | 37,063 | 5,623 | 0.77% | 0.77% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 37,024 | 5,558 | 0.23% | 0.23% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grove Bank & Trust | History | No change | 36,816 | 5,527 | 0.55% | 0.55% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LRI Investments, LLC | History | No change | 35,822 | 5,377 | 0.43% | 0.43% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CX Institutional | History | Added to | 30,700 | 5,285 | 0.14% | 0.13% | 81 | +416 | 1.37% | Q3 2026 | Oct 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 34,917 | 5,242 | 0.39% | 0.39% | 82 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 34,852 | 5,232 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 34,692 | 5,208 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GoalFusion Wealth Management, LLC | History | No change | 34,639 | 5,200 | 2.1% | 2.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 34,265 | 5,144 | 2.02% | 2.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 33,841 | 5,080 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 32,961 | 4,948 | 0.5% | 0.5% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 32,681 | 4,906 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 32,531 | 4,883 | 0.32% | 0.32% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Royal Fund Management, LLC | History | No change | 32,252 | 4,842 | 0.4% | 0.4% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Journey Advisory Group, LLC | History | No change | 32,074 | 4,815 | 0.37% | 0.37% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 31,906 | 4,789 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 31,884 | 4,786 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 29,890 | 4,487 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 29,713 | 4,460 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 28,768 | 4,318 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 28,483 | 4,276 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 24,691 | 4,250 | 0.11% | 0.11% | 99 | -2,480 | -9.13% | Q3 2026 | Oct 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 30,473 | 4,229 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 27,752 | 4,166 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 27,099 | 4,069 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 26,932 | 4,043 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 26,815 | 4,025 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 26,671 | 4,004 | 1.4% | 1.4% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 26,520 | 3,981 | 1.61% | 1.61% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 26,418 | 3,966 | 2.13% | 2.13% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 26,342 | 3,955 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 25,978 | 3,900 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 25,743 | 3,864 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 25,657 | 3,851 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 25,412 | 3,815 | 0.72% | 0.72% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Uptown Financial Advisors LLC | History | No change | 25,298 | 3,797 | 2.5% | 2.5% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Silver Coast Investments LLC | History | No change | 24,544 | 3,684 | 1.1% | 1.1% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Planning Group, LLC | History | No change | 24,029 | 3,607 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waldron Private Wealth LLC | History | No change | 23,694 | 3,557 | 0.12% | 0.12% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Newport Capital Group, LLC | History | No change | 23,576 | 3,539 | 1.99% | 1.99% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 23,274 | 3,494 | 1.53% | 1.53% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 23,176 | 3,479 | 1.37% | 1.37% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 22,856 | 3,431 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,821 | 3,426 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 22,350 | 3,355 | 0.37% | 0.37% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 22,283 | 3,345 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 22,076 | 3,314 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 21,933 | 3,292 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 21,748 | 3,265 | 2.34% | 2.34% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richmond Brothers, Inc. | History | No change | 21,692 | 3,256 | 1.69% | 1.69% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sarasin & Partners LLP | History | No change | 21,605 | 3,243 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| My Personal CFO, LLC | History | No change | 21,496 | 3,227 | 1.26% | 1.26% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 20,738 | 3,113 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 20,287 | 3,045 | 1.74% | 1.74% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Forty Two & Co. | History | No change | 20,072 | 3,013 | 2.56% | 2.56% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 19,860 | 2,981 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Point72 Asset Management, L.P. | History | No change | 19,744 | 2,964 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 19,616 | 2,944 | 0.67% | 0.67% | 135 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,491 | 2,926 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Go Invest LLC | History | No change | 19,415 | 2,914 | 0.68% | 0.68% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 19,341 | 2,904 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 19,331 | 2,902 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 18,490 | 2,775 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 18,141 | 2,723 | 0.54% | 0.54% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 18,094 | 2,716 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RFG HOLDINGS, INC. | History | No change | 18,095 | 2,716 | 0.57% | 0.57% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOKF, NA | History | No change | 17,920 | 2,690 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Freedom, LLC | History | No change | 17,854 | 2,680 | 1.23% | 1.23% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,483 | 2,624 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 17,471 | 2,622 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 15,170 | 2,599 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 16,889 | 2,535 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,804 | 2,522 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 16,751 | 2,514 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 15,521 | 2,495 | 0.5% | 0.5% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 15,314 | 2,488 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 15,746 | 2,363 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | No change | 15,654 | 2,350 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,334 | 2,302 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 15,327 | 2,301 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FCA CORP /TX | History | No change | 14,998 | 2,251 | 0.55% | 0.55% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 14,695 | 2,206 | 1.02% | 1.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | No change | 14,678 | 2,203 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indie Asset Partners, LLC | History | No change | 14,602 | 2,192 | 2.1% | 2.1% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 14,495 | 2,176 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRIGHTON JONES LLC | History | No change | 14,487 | 2,174 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 14,381 | 2,159 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,329 | 2,151 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Advisors, LLC | History | No change | 13,983 | 2,099 | 0.54% | 0.54% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,897 | 2,086 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 13,855 | 2,080 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boxwood Ventures, Inc. | History | No change | 13,860 | 2,080 | 1.24% | 1.24% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,714 | 2,058 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elite Financial, Inc. | History | No change | 13,175 | 1,978 | 0.8% | 0.8% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,137 | 1,972 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHUTTLEWORTH & Co | History | No change | 13,123 | 1,970 | 1.58% | 1.58% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 12,903 | 1,937 | 0.68% | 0.68% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 12,819 | 1,924 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,784 | 1,919 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | No change | 12,737 | 1,912 | 0.37% | 0.37% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,598 | 1,891 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 12,575 | 1,887 | 0.29% | 0.29% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 12,627 | 1,881 | 0.15% | 0.15% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 12,493 | 1,875 | 0.48% | 0.48% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 12,485 | 1,874 | 0.22% | 0.22% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 10,677 | 1,838 | 0.05% | 0.05% | 183 | -1,391 | -11.53% | Q3 2026 | Oct 05, 2026 |
| Accel Wealth Management | History | No change | 12,175 | 1,827 | 0.41% | 0.41% | 184 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bonfire Financial | History | No change | 11,911 | 1,788 | 1.15% | 1.15% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,768 | 1,766 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 11,530 | 1,731 | 2.26% | 2.26% | 187 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 11,510 | 1,727 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 11,483 | 1,723 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,307 | 1,697 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 11,208 | 1,682 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 11,012 | 1,653 | 1.62% | 1.62% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 11,009 | 1,652 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,979 | 1,648 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,937 | 1,641 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 10,707 | 1,607 | 1.15% | 1.15% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINTRA WEALTH, LLC | History | No change | 9,220 | 1,588 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,232 | 1,536 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,130 | 1,520 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Family Wealth, LLC | History | No change | 10,113 | 1,518 | 0.27% | 0.27% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,765 | 1,465 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 9,708 | 1,457 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 9,308 | 1,397 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 9,302 | 1,397 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 9,286 | 1,394 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rather & Kittrell, Inc. | History | No change | 9,255 | 1,389 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 9,209 | 1,382 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 9,092 | 1,364 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 9,073 | 1,362 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Asset Management Group, Inc. | History | No change | 9,051 | 1,358 | 0.2% | 0.2% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Management Inc | History | No change | 9,033 | 1,356 | 0.62% | 0.62% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 8,937 | 1,341 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 8,855 | 1,329 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 8,804 | 1,321 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evelyn Partners Group Ltd | History | No change | 10,306 | 1,320 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,788 | 1,319 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,753 | 1,314 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 8,723 | 1,309 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Athena Investment Management | History | No change | 8,561 | 1,285 | 0.76% | 0.76% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 8,558 | 1,284 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,550 | 1,283 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fiduciary Group, LLC | History | No change | 8,540 | 1,282 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,451 | 1,268 | 0.13% | 0.13% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 8,234 | 1,236 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 8,188 | 1,229 | 0.77% | 0.77% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 8,175 | 1,227 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 8,134 | 1,221 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 8,123 | 1,219 | 0.25% | 0.25% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fisher Asset Management, LLC | History | No change | 8,094 | 1,215 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,007 | 1,202 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 55 North Private Wealth, LLC | History | No change | 8,000 | 1,201 | 0.24% | 0.24% | 231 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 6,970 | 1,200 | 0.1% | 0.09% | 232 | +4 | 0.06% | Q3 2026 | Oct 01, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 7,920 | 1,189 | 0.38% | 0.38% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 7,872 | 1,181 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simmons Bank | History | No change | 7,848 | 1,178 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 7,814 | 1,173 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 7,795 | 1,170 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,566 | 1,135 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 7,483 | 1,123 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 7,380 | 1,108 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cove Private Wealth, LLC | History | No change | 7,375 | 1,107 | 0.21% | 0.21% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Factor Wealth Management LTD | History | No change | 7,284 | 1,093 | 0.17% | 0.17% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advisory Services Network, LLC | History | No change | 7,222 | 1,084 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 7,194 | 1,080 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,174 | 1,077 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,150 | 1,073 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 6,557 | 1,067 | 0.15% | 0.15% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sharper & Granite LLC | History | No change | 7,082 | 1,063 | 0.33% | 0.33% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,070 | 1,061 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | No change | 6,871 | 1,031 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 5,957 | 1,030 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,777 | 1,017 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,741 | 1,012 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 6,629 | 995 | 0.17% | 0.17% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 6,588 | 988 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,596 | 987 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 6,514 | 978 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,489 | 974 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 6,482 | 973 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,448 | 968 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,430 | 965 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 6,409 | 962 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 6,401 | 960 | 0.42% | 0.42% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 6,400 | 960 | 0.51% | 0.51% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Capital Management, LLC | History | No change | 6,379 | 957 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,323 | 949 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 6,254 | 938 | 0.53% | 0.53% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 6,249 | 938 | 0.23% | 0.23% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 6,117 | 918 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 6,093 | 914 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 6,015 | 903 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 5,796 | 870 | 0.34% | 0.34% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 5,768 | 865 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,739 | 861 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argentarii, LLC | History | No change | 4,985 | 857 | 0.26% | 0.26% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,698 | 855 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CGN Advisors LLC | History | No change | 5,690 | 854 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 5,683 | 853 | 0.45% | 0.45% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 5,664 | 850 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,651 | 848 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tranquility Partners, LLC | History | No change | 5,550 | 833 | 0.29% | 0.29% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jacobs Equity LLC | History | No change | 5,511 | 827 | 0.57% | 0.57% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 5,494 | 824 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 5,477 | 822 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Colony Family Offices, LLC | History | No change | 5,471 | 821 | 0.18% | 0.18% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 5,462 | 820 | 0.25% | 0.25% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,443 | 817 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Krilogy Financial LLC | History | No change | 5,331 | 800 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Alliance LLC | History | No change | 5,317 | 798 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VPR Management LLC | History | No change | 5,300 | 795 | 0.32% | 0.32% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 5,302 | 795 | 0.12% | 0.12% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 5,289 | 794 | 0.27% | 0.27% | 292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nordwand Advisors, LLC | History | No change | 5,240 | 786 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | No change | 5,237 | 786 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 5,235 | 785 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vise Technologies, Inc. | History | No change | 5,225 | 784 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 5,222 | 783 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MontVue Capital Management, Inc. | History | No change | 5,156 | 774 | 0.45% | 0.45% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,096 | 765 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Care LLC | History | No change | 5,088 | 763 | 0.62% | 0.62% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |