VANGUARD TAX-MANAGED FUNDS - VEA
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 | 198,676,662 | 12,731,200 | 0.93% | 0.94% | 1 | -7,081,361 | -3.44% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 137,930,799 | 8,838,606 | 16.74% | 16.49% | 2 | -657,567 | -0.47% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 120,418,397 | 7,716,410 | 5.23% | 5.55% | 3 | -3,756,634 | -3.03% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 86,071,437 | 5,515,457 | 1.48% | 1.42% | 4 | +9,669,702 | 12.66% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 84,618,722 | 5,422,367 | 0.33% | 0.34% | 5 | -5,872,316 | -6.49% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 64,148,091 | 4,110,609 | 2.53% | 2.45% | 6 | +2,261,756 | 3.65% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 61,409,203 | 3,935,101 | 0.74% | 0.73% | 7 | -2,905,138 | -4.52% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 57,686,964 | 3,696,580 | 8.11% | 8.19% | 8 | -998,618 | -1.7% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 53,670,869 | 3,439,229 | 0.45% | 0.41% | 9 | +1,720,572 | 3.31% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,998,602 | 3,416,739 | 1.64% | 2.02% | 10 | +2,090,116 | 3.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,313,421 | 3,031,844 | 0.53% | 0.43% | 11 | +5,041,973 | 11.93% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,738,763 | 2,290,139 | 3.39% | 3.32% | 12 | +894,577 | 2.57% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 35,566,989 | 2,278,375 | 2.66% | 2.45% | 13 | +2,569,595 | 7.79% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 33,373,857 | 2,088,230 | 2.99% | 2.22% | 14 | -1,475,686 | -4.23% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,329,953 | 2,071,439 | 3.61% | 3.58% | 15 | +2,163,532 | 7.17% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 30,665,391 | 1,965,038 | 0.29% | 0.28% | 16 | +3,141,379 | 11.41% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 27,795,967 | 1,781,165 | 0.47% | 0.49% | 17 | -745,681 | -2.61% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,907,518 | 1,724,233 | 0.2% | 0.22% | 18 | -1,316,865 | -4.67% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 24,732,041 | 1,584,830 | 1.46% | 1.58% | 19 | -937,194 | -3.65% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 23,397,538 | 1,461,644 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 21,484,114 | 1,376,702 | 2.15% | 1.96% | 21 | +1,370,022 | 6.81% | Q1 2026 | May 14, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 21,127,620 | 1,353,817 | 30.13% | 27.38% | 22 | +1,347,044 | 6.81% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,980,753 | 1,344,446 | 0.73% | — | 23 | +20,980,753 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 20,422,031 | 1,309,570 | 1.85% | 1.76% | 24 | +1,078,269 | 5.57% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 19,977,313 | 1,280,146 | 4.92% | — | 25 | +19,977,313 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,771,525 | 1,074,719 | 1.5% | 1.42% | 26 | -243,149 | -1.43% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,686,207 | 1,005,172 | 0.31% | 0.28% | 27 | +1,407,811 | 9.86% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 15,567,374 | 997,557 | 0.05% | 0.05% | 28 | -38,525 | -0.25% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,645,905 | 970,515 | 0.06% | 0.06% | 29 | +1,365,928 | 9.57% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 14,612,210 | 936,350 | 10.25% | 10.49% | 30 | -752,906 | -4.9% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,562,701 | 933,177 | 7.33% | 6.75% | 31 | +980,768 | 7.22% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,258,098 | 914,053 | 0.21% | 0.18% | 32 | +1,698,957 | 13.53% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 13,952,816 | 894,096 | 15.49% | 15.88% | 33 | +508,137 | 3.78% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,176,389 | 844,343 | 0.16% | 0.16% | 34 | -914,724 | -6.49% | Q1 2026 | May 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 12,874,922 | 825,025 | 19.04% | 18.5% | 35 | +106,128 | 0.83% | Q1 2026 | Apr 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,151,204 | 778,649 | 9.25% | 9.18% | 36 | +220,266 | 1.85% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 11,530,530 | 769,409 | 0.93% | 0.84% | 37 | +118,768 | 1.04% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,686,674 | 748,885 | 0.79% | 0.76% | 38 | +594,620 | 5.36% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 10,948,174 | 701,558 | 5.28% | 5.23% | 39 | -106,832 | -0.97% | Q1 2026 | May 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 10,869,572 | 696,522 | 10.2% | 7.51% | 40 | +2,911,826 | 36.59% | Q1 2026 | Apr 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 9,907,011 | 634,841 | 0.55% | 0.59% | 41 | -1,651,127 | -14.29% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 9,600,119 | 615,175 | 9.75% | 9.43% | 42 | +311,068 | 3.35% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 9,538,714 | 611,240 | 0.21% | 0.2% | 43 | +70,693 | 0.75% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 9,303,611 | 596,175 | 6.32% | 6.28% | 44 | -186,068 | -1.96% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,820,433 | 553,921 | 10.98% | 12.02% | 45 | +53,796 | 0.69% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 8,287,534 | 531,216 | 0.59% | 0.56% | 46 | +407,855 | 5.18% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 8,136,420 | 521,381 | 3.39% | 3.21% | 47 | +103,705 | 1.29% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,084,586 | 518,060 | 0.3% | 0.29% | 48 | -419,021 | -4.93% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,080,270 | 517,784 | 0.48% | 0.51% | 49 | -911,080 | -10.13% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 7,762,066 | 497,393 | 0.53% | 0.52% | 50 | +77,930 | 1.01% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,600,217 | 487,021 | 1.35% | 1.27% | 51 | -746,396 | -8.94% | Q1 2026 | May 04, 2026 |
| COUNTRY TRUST BANK | History | Added to | 7,398,667 | 474,106 | 9.01% | 8.29% | 52 | +70,372 | 0.96% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,342,294 | 470,494 | 2.6% | 2.65% | 53 | +283,881 | 4.02% | Q1 2026 | May 15, 2026 |
| WIT, LLC | History | Reduced | 6,848,135 | 438,828 | 8.28% | 9.38% | 54 | -642,521 | -8.58% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,772,115 | 431,310 | 0.58% | — | 55 | +6,772,115 | New | Q1 2026 | May 12, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 6,275,829 | 402,155 | 11.07% | 10.89% | 56 | +70,996 | 1.14% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,255,187 | 400,832 | 1.46% | 1.41% | 57 | -28,408 | -0.45% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,891,488 | 368,041 | 0.12% | 0.1% | 58 | +626,671 | 11.9% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 5,657,116 | 362,507 | 1.24% | 1.14% | 59 | -4,893 | -0.09% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,345,932 | 342,567 | 4.11% | 3.98% | 60 | -159,700 | -2.9% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,338,767 | 342,108 | 1.36% | 1.13% | 61 | +644,407 | 13.73% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 5,300,718 | 339,669 | 0.69% | 0.67% | 62 | +32,637 | 0.62% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,308,961 | 331,650 | 0.56% | 0.56% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,103,764 | 327,049 | 0.6% | 0.63% | 64 | +1,910,615 | 59.83% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | Added to | 5,017,663 | 321,531 | 4.48% | 4.32% | 65 | +91,523 | 1.86% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 4,740,776 | 321,519 | 10.37% | 9.56% | 66 | +432,212 | 10.03% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,975,739 | 318,890 | 0.47% | 0.44% | 67 | +118,186 | 2.43% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,969,772 | 318,462 | 1.68% | 1.33% | 68 | +1,932,514 | 63.63% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,942,229 | 316,698 | 0.33% | 0.35% | 69 | -821,640 | -14.26% | Q1 2026 | May 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 4,841,404 | 310,237 | 2.26% | 2.41% | 70 | +87,309 | 1.84% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,776,066 | 306,050 | 3.62% | 3.42% | 71 | -45,720 | -0.95% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 4,763,933 | 305,272 | 2.59% | 2.29% | 72 | +201,932 | 4.43% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,762,512 | 305,181 | 0.54% | 0.52% | 73 | +100,079 | 2.15% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,719,883 | 302,450 | 0.11% | 0.03% | 74 | +3,218,509 | 214.37% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 4,624,277 | 296,323 | 1.67% | 1.6% | 75 | +168,702 | 3.79% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 4,557,340 | 292,034 | 19.66% | 19.85% | 76 | -47,407 | -1.03% | Q1 2026 | May 12, 2026 |
| NEPC LLC | History | Reduced | 4,487,383 | 287,551 | 5.72% | 6.09% | 77 | -88,604 | -1.94% | Q1 2026 | May 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 4,430,181 | 283,886 | 3.85% | 3.3% | 78 | +265,162 | 6.37% | Q1 2026 | May 04, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 4,294,262 | 275,176 | 37.42% | 40.82% | 79 | -72,235 | -1.65% | Q1 2026 | May 08, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 4,397,138 | 272,754 | 11.18% | 0.08% | 80 | +4,372,749 | 17929.19% | Q1 2026 | Apr 27, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,222,808 | 270,597 | 0.91% | 0.91% | 81 | -98,353 | -2.28% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,110,119 | 263,376 | 0.36% | 0.32% | 82 | +233,277 | 6.02% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,102,415 | 262,882 | 6.27% | 6.07% | 83 | -40,413 | -0.98% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 4,066,994 | 260,612 | 0.0% | 0.0% | 84 | +254,068 | 6.66% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,989,649 | 255,656 | 1.0% | — | 85 | +3,989,649 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,957,635 | 253,605 | 1.94% | 1.81% | 86 | +117,470 | 3.06% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,896,828 | 249,708 | 11.11% | 11.5% | 87 | -486,723 | -11.1% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,862,086 | 247,482 | 0.71% | 0.53% | 88 | +713,555 | 22.66% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 3,809,462 | 244,110 | 1.18% | 1.32% | 89 | +98,505 | 2.65% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 3,654,573 | 234,185 | 15.59% | 14.14% | 90 | -3,619 | -0.1% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 3,649,530 | 233,861 | 6.45% | 6.13% | 91 | +99,960 | 2.82% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,572,615 | 228,933 | 1.39% | 1.39% | 92 | -58,105 | -1.6% | Q1 2026 | May 05, 2026 |
| Creekmur Asset Management LLC | History | New | 3,524 | 225,786 | 17.02% | — | 93 | +3,524 | New | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,513,752 | 225,161 | 9.3% | 9.09% | 94 | +34,025 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,462,023 | 221,846 | 0.57% | 0.52% | 95 | +333,992 | 10.68% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,460,078 | 221,722 | 0.55% | 0.51% | 96 | -119,053 | -3.33% | Q1 2026 | Apr 22, 2026 |
| Truepoint, Inc. | History | Reduced | 3,455,184 | 221,408 | 4.94% | 5.05% | 97 | -133,886 | -3.73% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 3,410,358 | 218,535 | 0.14% | 0.1% | 98 | +590,896 | 20.96% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,362,729 | 218,472 | 0.65% | 0.74% | 99 | +1,445,909 | 75.43% | Q1 2026 | May 12, 2026 |
| DV EQUITIES, LLC | History | No change | 3,385,845 | 211,513 | 37.94% | 37.94% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,219,453 | 209,714 | 1.98% | 1.75% | 101 | +603,810 | 23.08% | Q1 2026 | Apr 07, 2026 |
| BANK OF HAWAII | History | Reduced | 3,067,085 | 196,538 | 10.29% | 11.62% | 102 | -696,351 | -18.5% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,948,244 | 188,923 | 5.73% | 5.15% | 103 | +162,739 | 5.84% | Q1 2026 | May 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 2,913,636 | 186,705 | 15.46% | 16.76% | 104 | -11,745 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Foster Group, Inc. | History | Added to | 2,834,008 | 181,603 | 5.41% | 5.29% | 105 | +34,665 | 1.24% | Q1 2026 | Apr 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,783,625 | 178,374 | 7.88% | 7.9% | 106 | -28,799 | -1.02% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,669,304 | 171,049 | 4.79% | 3.52% | 107 | +506,460 | 23.42% | Q1 2026 | Apr 28, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 2,653,608 | 170,043 | 4.92% | 5.02% | 108 | -92,670 | -3.37% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,592,872 | 166,151 | 10.04% | 9.49% | 109 | +111,177 | 4.48% | Q1 2026 | May 12, 2026 |
| DAVIS R M INC | History | Added to | 2,590,950 | 166,028 | 2.95% | 2.67% | 110 | +108,665 | 4.38% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,570,908 | 164,743 | 2.03% | 2.06% | 111 | +8,270 | 0.32% | Q1 2026 | May 08, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,557,181 | 163,864 | 15.39% | 15.18% | 112 | +215,933 | 9.22% | Q1 2026 | Apr 16, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,539,753 | 162,747 | 2.33% | 2.19% | 113 | +508,606 | 25.04% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,416,424 | 154,844 | 1.32% | 1.11% | 114 | -15,545 | -0.64% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,395,141 | 153,480 | 1.21% | 1.1% | 115 | -52,838 | -2.16% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 2,386,846 | 152,949 | 2.63% | 2.62% | 116 | -40,449 | -1.67% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,337,244 | 149,770 | 7.93% | 7.58% | 117 | +115,839 | 5.21% | Q1 2026 | Apr 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 2,336,037 | 149,693 | 2.51% | 2.04% | 118 | +371,531 | 18.91% | Q1 2026 | Apr 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 2,305,373 | 147,728 | 9.56% | 9.03% | 119 | +22,759 | 1.0% | Q1 2026 | May 05, 2026 |
| Hirtle & Co., LLC | History | Added to | 2,300,281 | 147,402 | 5.05% | 4.58% | 120 | +145,148 | 6.73% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,289,350 | 146,701 | 0.81% | 2.64% | 121 | -9,739,810 | -80.97% | Q1 2026 | Apr 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,257,880 | 144,684 | 2.6% | 2.38% | 122 | +213,623 | 10.45% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 2,257,633 | 144,669 | 7.64% | 7.05% | 123 | +36,428 | 1.64% | Q1 2026 | Apr 29, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,247,545 | 144,022 | 6.96% | 8.09% | 124 | +21,464 | 0.96% | Q1 2026 | May 01, 2026 |
| Nearwater Capital Markets, Ltd | History | Reduced | 2,227,000 | 142,706 | 3.37% | 5.04% | 125 | -2,487,850 | -52.77% | Q1 2026 | May 15, 2026 |
| JABODON PT CO | History | Added to | 2,203,616 | 141,208 | 16.41% | 16.34% | 126 | +227,438 | 11.51% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,187,334 | 140,756 | 0.29% | 0.28% | 127 | -1,066,895 | -32.78% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,182,786 | 139,872 | 1.13% | 1.03% | 128 | +157,074 | 7.75% | Q1 2026 | May 01, 2026 |
| Keewaydin Investments LLC | History | Reduced | 2,176,727 | 139,484 | 44.0% | 39.02% | 129 | -170,760 | -7.27% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,172,361 | 139,210 | 0.12% | 0.18% | 130 | -909,412 | -29.51% | Q1 2026 | May 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 2,152,149 | 137,909 | 5.71% | 5.66% | 131 | +41,816 | 1.98% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,138,735 | 137,050 | 0.02% | 0.07% | 132 | -4,955,881 | -69.85% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,188,111 | 136,691 | 0.65% | 0.65% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,098,908 | 134,498 | 2.72% | 2.65% | 134 | -11,695 | -0.55% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,084,557 | 133,578 | 0.02% | 0.02% | 135 | -193,423 | -8.49% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,064,817 | 132,313 | 0.57% | 0.47% | 136 | +267,118 | 14.86% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Added to | 2,039,445 | 130,687 | 1.89% | 0.23% | 137 | +1,780,871 | 688.73% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,017,148 | 129,258 | 1.8% | 1.46% | 138 | +276,413 | 15.88% | Q1 2026 | May 01, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 1,982,081 | 127,011 | 9.48% | 9.2% | 139 | +37,987 | 1.95% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,960,679 | 125,640 | 3.83% | 2.41% | 140 | +910,882 | 86.77% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,952,611 | 125,123 | 0.05% | 0.05% | 141 | +246,652 | 14.46% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 1,936,398 | 124,084 | 0.79% | — | 142 | +1,936,398 | New | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 1,740,478 | 121,189 | 1.8% | 2.14% | 143 | +5,238 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,890,946 | 121,171 | 2.64% | 1.95% | 144 | +390,223 | 26.0% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,839,884 | 117,899 | 2.35% | 2.09% | 145 | +17,436 | 0.96% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 1,851,395 | 115,656 | 0.46% | 0.46% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Employees Retirement System of Texas | History | No change | 1,798,331 | 115,237 | 1.01% | 0.91% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 1,777,177 | 113,881 | 1.41% | 0.93% | 148 | +436,698 | 32.58% | Q1 2026 | May 07, 2026 |
| PDS Planning, Inc | History | Reduced | 1,741,699 | 111,608 | 7.36% | 7.39% | 149 | -28,413 | -1.61% | Q1 2026 | Apr 21, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,723,173 | 110,420 | 0.49% | 0.45% | 150 | +60,725 | 3.65% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Added to | 1,701,316 | 109,020 | 9.07% | 8.52% | 151 | +53,453 | 3.24% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 1,644,980 | 105,410 | 0.51% | 0.46% | 152 | +325,289 | 24.65% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 1,629,166 | 104,396 | 1.3% | 1.24% | 153 | +43,602 | 2.75% | Q1 2026 | May 01, 2026 |
| REBALANCE, LLC | History | Reduced | 1,589,892 | 101,880 | 5.92% | 5.88% | 154 | -21,413 | -1.33% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,589,470 | 101,853 | 0.17% | 0.13% | 155 | +67,254 | 4.42% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,577,008 | 101,054 | 2.35% | 2.39% | 156 | +200 | 0.01% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,559,457 | 99,929 | 0.91% | 0.2% | 157 | +1,303,244 | 508.66% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,554,661 | 99,622 | 2.71% | 2.52% | 158 | -9,903 | -0.63% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,554,354 | 99,603 | 1.43% | 1.55% | 159 | +10,215 | 0.66% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,525,106 | 99,314 | 1.12% | 0.95% | 160 | +162,295 | 11.91% | Q1 2026 | Apr 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,544,563 | 98,975 | 6.1% | 5.85% | 161 | +50,411 | 3.37% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,583,314 | 98,909 | 7.23% | 7.23% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,535,055 | 98,366 | 0.37% | 0.36% | 163 | +151,601 | 10.96% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,502,484 | 96,279 | 9.37% | 8.01% | 164 | +71,397 | 4.99% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,457,328 | 93,385 | 1.84% | 1.44% | 165 | +278,438 | 23.62% | Q1 2026 | Apr 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,445,106 | 92,602 | 12.05% | 11.94% | 166 | -7,760 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,416,937 | 90,797 | 0.68% | 0.72% | 167 | -1,374 | -0.1% | Q1 2026 | May 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,398,364 | 89,607 | 15.21% | 15.34% | 168 | +1,597 | 0.11% | Q1 2026 | May 01, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,380,471 | 88,460 | 0.07% | 0.06% | 169 | +145,844 | 11.81% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,380,121 | 88,438 | 5.65% | 5.47% | 170 | -1,938 | -0.14% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,360,500 | 87,180 | 1.04% | 0.77% | 171 | +263,626 | 24.03% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,349,511 | 86,476 | 0.41% | 0.34% | 172 | +176,197 | 15.02% | Q1 2026 | Apr 24, 2026 |
| Arvest Bank Trust Division | History | Added to | 1,343,652 | 86,101 | 4.68% | 4.02% | 173 | +154,176 | 12.96% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,335,202 | 85,560 | 1.09% | 1.03% | 174 | +21,038 | 1.6% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 1,333,248 | 85,420 | 1.05% | 1.06% | 175 | +3,569 | 0.27% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 1,321,214 | 84,915 | 0.42% | 0.39% | 176 | +139,562 | 11.81% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 1,272,621 | 81,549 | 0.25% | 0.23% | 177 | +22,688 | 1.82% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,275,510 | 81,466 | 0.16% | 0.16% | 178 | -144,324 | -10.16% | Q1 2026 | May 01, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 1,259,848 | 80,731 | 7.94% | 7.47% | 179 | -43,943 | -3.37% | Q1 2026 | Apr 29, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 1,253,147 | 80,301 | 10.67% | 10.05% | 180 | -14,992 | -1.18% | Q1 2026 | Apr 22, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 1,253,008 | 80,292 | 10.37% | 9.88% | 181 | -5,418 | -0.43% | Q1 2026 | May 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 80,100 | 2.93% | 2.61% | 182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 1,240,204 | 79,472 | 10.26% | 10.11% | 183 | -45,156 | -3.51% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,220,992 | 78,241 | 1.61% | 1.58% | 184 | -49,524 | -3.9% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,211,578 | 77,637 | 0.87% | 0.46% | 185 | +628,701 | 107.86% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,210,939 | 77,596 | 3.71% | 3.45% | 186 | +65,390 | 5.71% | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | Reduced | 1,208,409 | 77,434 | 11.28% | 10.99% | 187 | -37,526 | -3.01% | Q1 2026 | May 07, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 1,194,817 | 76,563 | 3.69% | 5.01% | 188 | -413,573 | -25.71% | Q1 2026 | May 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 1,192,727 | 76,429 | 4.99% | 4.3% | 189 | +102,790 | 9.43% | Q1 2026 | Apr 27, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,185,979 | 75,997 | 3.18% | 3.21% | 190 | +5,273 | 0.45% | Q1 2026 | Apr 30, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,178,750 | 75,534 | 1.58% | 1.55% | 191 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 1,174,605 | 75,268 | 11.6% | 10.94% | 192 | -81,825 | -6.51% | Q1 2026 | May 06, 2026 |
| Inherent Management Corp. | History | No change | 1,171,437 | 75,065 | 38.15% | 37.55% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,169,707 | 74,954 | 7.14% | 7.91% | 194 | -79,537 | -6.37% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,158,201 | 74,217 | 0.35% | 0.49% | 195 | -183,435 | -13.67% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 1,157,964 | 74,202 | 9.37% | 8.75% | 196 | -3,803 | -0.33% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,151,187 | 73,768 | 0.03% | 0.03% | 197 | +191,458 | 19.95% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,139,233 | 73,002 | 0.62% | 0.68% | 198 | -126,704 | -10.01% | Q1 2026 | May 07, 2026 |
| Adventist Health System/ West | History | No change | 1,131,440 | 72,502 | 12.86% | 11.88% | 199 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,128,295 | 72,301 | 7.0% | 6.95% | 200 | +14,184 | 1.27% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Added to | 1,128,273 | 72,299 | 1.11% | 1.04% | 201 | +44,543 | 4.11% | Q1 2026 | May 08, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,127,248 | 72,234 | 12.89% | 12.24% | 202 | +77,360 | 7.37% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | Reduced | 1,122,493 | 71,929 | 4.42% | 4.19% | 203 | -21,704 | -1.9% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,103,762 | 71,876 | 1.48% | 1.4% | 204 | +50,751 | 4.82% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,118,640 | 71,682 | 1.1% | 1.07% | 205 | -4,033 | -0.36% | Q1 2026 | Apr 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 1,111,319 | 71,213 | 6.78% | 3.88% | 206 | +466,102 | 72.24% | Q1 2026 | Apr 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,101,228 | 70,566 | 0.78% | 0.45% | 207 | +568,339 | 106.65% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 1,098,313 | 70,379 | 3.22% | 2.7% | 208 | +107,799 | 10.88% | Q1 2026 | May 06, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 1,094,065 | 70,107 | 13.41% | 13.18% | 209 | -16,638 | -1.5% | Q1 2026 | Apr 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,089,021 | 69,784 | 2.14% | 2.23% | 210 | -125,502 | -10.33% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co | History | Added to | 1,079,778 | 69,192 | 2.97% | 2.2% | 211 | +257,424 | 31.3% | Q1 2026 | Apr 29, 2026 |
| West Financial Advisors, LLC | History | Reduced | 1,069,091 | 68,507 | 11.63% | 11.61% | 212 | -32,412 | -2.94% | Q1 2026 | Apr 08, 2026 |
| CHAI TRUST CO LLC | History | Added to | 1,061,981 | 68,051 | 5.76% | 4.71% | 213 | +187,096 | 21.39% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,043,067 | 67,697 | 2.5% | 1.98% | 214 | +845,332 | 427.51% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Added to | 1,055,102 | 67,610 | 3.67% | 3.55% | 215 | +18,165 | 1.75% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 1,049,185 | 67,231 | 0.77% | 0.73% | 216 | +25,145 | 2.46% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 1,040,629 | 66,683 | 0.75% | 0.88% | 217 | -201,539 | -16.22% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 1,037,450 | 66,479 | 2.93% | 2.92% | 218 | -9,176 | -0.88% | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,036,323 | 66,407 | 2.73% | 2.35% | 219 | +113,646 | 12.32% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,035,011 | 66,324 | 4.58% | 5.48% | 220 | +20,839 | 2.05% | Q1 2026 | May 18, 2026 |
| Charles Schwab Trust Co | History | Reduced | 1,032,535 | 66,164 | 4.29% | 4.43% | 221 | -47,435 | -4.39% | Q1 2026 | Apr 10, 2026 |
| Ellenbecker Investment Group | History | Added to | 1,026,987 | 65,809 | 8.86% | 8.32% | 222 | +75,233 | 7.9% | Q1 2026 | Apr 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,009,671 | 64,699 | 3.98% | 4.19% | 223 | +14,261 | 1.43% | Q1 2026 | Apr 28, 2026 |
| KWMG, LLC | History | Added to | 997,098 | 63,894 | 5.33% | 5.29% | 224 | +14,499 | 1.48% | Q1 2026 | Apr 09, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 995,981 | 63,822 | 13.5% | 13.08% | 225 | +16,693 | 1.7% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 1,012,021 | 63,220 | 3.81% | 3.81% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pine Ridge Advisers LLC | History | No change | 984,266 | 63,071 | 3.88% | 3.67% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 960,908 | 62,593 | 0.1% | 0.11% | 228 | -69,037 | -6.7% | Q1 2026 | May 05, 2026 |
| WELCH & FORBES LLC | History | Added to | 970,411 | 62,183 | 0.8% | 0.73% | 229 | +3,028 | 0.31% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Added to | 968,323 | 62,050 | 0.87% | 0.8% | 230 | +1,865 | 0.19% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 956,431 | 61,288 | 0.34% | 0.32% | 231 | +29,974 | 3.24% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 938,479 | 60,137 | 0.31% | 0.29% | 232 | +83,975 | 9.83% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 933,569 | 59,823 | 0.44% | 0.47% | 233 | -7,130 | -0.76% | Q1 2026 | Apr 15, 2026 |
| First Western Trust Bank | History | Added to | 930,771 | 59,643 | 3.01% | 2.07% | 234 | +255,940 | 37.93% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 927,578 | 59,439 | 11.73% | 11.13% | 235 | +50,523 | 5.76% | Q1 2026 | May 11, 2026 |
| DRW Securities, LLC | History | Added to | 925,404 | 59,299 | 0.82% | 0.17% | 236 | +825,006 | 821.74% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Reduced | 917,970 | 58,823 | 12.15% | 12.48% | 237 | -34,348 | -3.61% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 917,014 | 58,762 | 3.35% | 3.24% | 238 | +49,182 | 5.67% | Q1 2026 | Apr 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 913,241 | 58,520 | 2.92% | 2.69% | 239 | +40,010 | 4.58% | Q1 2026 | May 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 911,468 | 58,406 | 5.57% | 5.59% | 240 | -14,808 | -1.6% | Q1 2026 | May 13, 2026 |
| Citizens Business Bank | History | Reduced | 910,316 | 58,333 | 9.56% | 9.5% | 241 | -9,876 | -1.07% | Q1 2026 | May 01, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 907,001 | 58,120 | 2.82% | 2.75% | 242 | -8,171 | -0.89% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 906,112 | 58,063 | 0.41% | 0.42% | 243 | +17,307 | 1.95% | Q1 2026 | Apr 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 900,266 | 57,689 | 7.87% | 7.56% | 244 | +38,796 | 4.5% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 898,925 | 57,603 | 1.0% | 1.01% | 245 | -10,064 | -1.11% | Q1 2026 | May 04, 2026 |
| Gemmer Asset Management LLC | History | Added to | 898,383 | 57,568 | 4.55% | 4.27% | 246 | +10,799 | 1.22% | Q1 2026 | Apr 22, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 895,783 | 57,401 | 16.14% | 15.76% | 247 | +11,513 | 1.3% | Q1 2026 | May 01, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 892,836 | 57,212 | 7.9% | 8.11% | 248 | -54,351 | -5.74% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 885,176 | 56,722 | 2.37% | 2.5% | 249 | -47,781 | -5.12% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 884,885 | 56,703 | 0.9% | — | 250 | +884,885 | New | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 876,046 | 56,137 | 4.59% | 4.17% | 251 | +22,952 | 2.69% | Q1 2026 | Apr 16, 2026 |
| Jacobsen Capital Management | History | Reduced | 874,716 | 56,051 | 18.93% | 20.71% | 252 | -140,060 | -13.8% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 868,550 | 55,656 | 0.27% | 0.3% | 253 | -57,147 | -6.17% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 863,858 | 55,356 | 0.89% | 0.58% | 254 | +290,470 | 50.66% | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 861,720 | 55,219 | 3.79% | 3.47% | 255 | +162,104 | 23.17% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | Added to | 861,007 | 55,173 | 4.86% | 5.25% | 256 | +36,081 | 4.37% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 859,850 | 55,099 | 0.01% | 0.01% | 257 | +164,226 | 23.61% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 859,108 | 55,051 | 11.71% | 11.54% | 258 | -1,124 | -0.13% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 858,247 | 54,996 | 0.43% | 0.44% | 259 | +26,404 | 3.17% | Q1 2026 | Apr 07, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 856,468 | 54,882 | 8.32% | 9.12% | 260 | -66,235 | -7.18% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 850,183 | 54,479 | 0.22% | 0.23% | 261 | -36,512 | -4.12% | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 842,318 | 53,975 | 7.8% | 6.91% | 262 | +15,153 | 1.83% | Q1 2026 | May 14, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 839,410 | 53,789 | 4.91% | 4.53% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Added to | 836,440 | 53,599 | 0.74% | 0.74% | 264 | +15,453 | 1.88% | Q1 2026 | Apr 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 835,644 | 53,548 | 4.77% | 5.21% | 265 | -89,981 | -9.72% | Q1 2026 | May 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 832,286 | 53,332 | 4.65% | 5.19% | 266 | -69,056 | -7.66% | Q1 2026 | Apr 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 831,827 | 53,303 | 3.24% | 3.06% | 267 | -19,595,694 | -95.93% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 830,644 | 53,227 | 1.14% | 1.05% | 268 | +48,579 | 6.21% | Q1 2026 | May 01, 2026 |
| Hamilton Wealth, LLC | History | Added to | 820,233 | 52,560 | 3.73% | 3.25% | 269 | +547,072 | 200.27% | Q1 2026 | May 18, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 820,151 | 52,555 | 1.34% | 1.4% | 270 | -43,949 | -5.09% | Q1 2026 | May 13, 2026 |
| OLIO Financial Planning | History | Reduced | 818,156 | 52,427 | 14.52% | 14.48% | 271 | -8,442 | -1.02% | Q1 2026 | Apr 14, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 811,831 | 52,022 | 5.98% | 6.11% | 272 | -2,026 | -0.25% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | Added to | 803,197 | 51,468 | 4.82% | 4.64% | 273 | +11,857 | 1.5% | Q1 2026 | Apr 13, 2026 |
| Keener Financial Planning LLC | History | Reduced | 802,324 | 51,412 | 21.61% | 21.75% | 274 | -3,507 | -0.44% | Q1 2026 | May 01, 2026 |
| Parker Financial LLC | History | Reduced | 799,373 | 51,085 | 20.41% | 20.7% | 275 | -17,533 | -2.15% | Q1 2026 | Apr 21, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 796,228 | 51,022 | 2.7% | 2.55% | 276 | +23,204 | 3.0% | Q1 2026 | Apr 17, 2026 |
| Journey Advisory Group, LLC | History | Added to | 792,195 | 50,763 | 4.33% | 3.84% | 277 | +61,355 | 8.4% | Q1 2026 | May 05, 2026 |
| Partners in Financial Planning | History | Added to | 789,474 | 50,589 | 8.39% | 8.22% | 278 | +12,009 | 1.54% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 788,500 | 50,527 | 0.09% | 0.05% | 279 | +246,800 | 45.56% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 782,578 | 50,096 | 0.5% | 0.54% | 280 | +81,412 | 11.61% | Q1 2026 | May 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 779,154 | 49,928 | 11.64% | 11.75% | 281 | +7,503 | 0.97% | Q1 2026 | Apr 08, 2026 |
| GP Brinson Investments LLC | History | No change | 777,776 | 49,839 | 22.62% | 20.93% | 282 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| First Bank & Trust | History | Reduced | 776,648 | 49,767 | 8.02% | 8.08% | 283 | -17,796 | -2.24% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Added to | 774,716 | 49,643 | 0.63% | 0.66% | 284 | +57,968 | 8.09% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 771,539 | 49,440 | 6.77% | 6.33% | 285 | +85,148 | 12.41% | Q1 2026 | Apr 24, 2026 |
| Perkins Coie Trust Co | History | Added to | 770,556 | 49,377 | 9.49% | 8.83% | 286 | +11,891 | 1.57% | Q1 2026 | Apr 15, 2026 |
| Cliffwater LLC | History | No change | 770,181 | 49,353 | 13.08% | 10.1% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 768,573 | 49,250 | 0.27% | 0.26% | 288 | +13,295 | 1.76% | Q1 2026 | May 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 767,016 | 49,150 | 9.49% | 9.07% | 289 | +57,413 | 8.09% | Q1 2026 | Apr 21, 2026 |
| Financial Advisory Corp | History | Reduced | 760,053 | 48,704 | 6.77% | 7.05% | 290 | -16,169 | -2.08% | Q1 2026 | Apr 10, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 748,732 | 47,978 | 2.59% | 2.5% | 291 | +20,716 | 2.85% | Q1 2026 | May 06, 2026 |
| TLT Family Holdco ULC | History | No change | 748,200 | 47,944 | 6.62% | 5.13% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 747,961 | 47,929 | 4.62% | 4.06% | 293 | +48,896 | 6.99% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 742,002 | 47,547 | 3.23% | 3.14% | 294 | +12,904 | 1.77% | Q1 2026 | May 14, 2026 |
| PACK Private Wealth, LLC | History | Added to | 740,272 | 47,436 | 21.79% | 21.04% | 295 | +1,611 | 0.22% | Q1 2026 | May 15, 2026 |
| Strid Group, LLC | History | Added to | 739,049 | 47,358 | 5.87% | 4.54% | 296 | +155,508 | 26.65% | Q1 2026 | Apr 29, 2026 |
| Matrix Trust Co | History | Reduced | 737,901 | 47,285 | 7.85% | 7.62% | 297 | -1,596 | -0.22% | Q1 2026 | Apr 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 737,423 | 47,254 | 3.54% | 3.38% | 298 | +72,262 | 10.86% | Q1 2026 | May 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 736,637 | 47,203 | 0.58% | 0.36% | 299 | +315,245 | 74.81% | Q1 2026 | May 14, 2026 |
| Brooklyn FI, LLC | History | Added to | 730,755 | 46,826 | 9.84% | 9.57% | 300 | +14,949 | 2.09% | Q1 2026 | May 11, 2026 |