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.
Details.
Showing first 300 of
3,016 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 | 201,617,733 | 14,365,263 | 0.93% | 0.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 138,727,174 | 9,884,311 | 16.72% | 16.72% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 116,981,979 | 8,334,965 | 4.87% | 4.87% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 88,111,242 | 6,277,926 | 1.48% | 1.48% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 73,490,701 | 5,236,212 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 66,823,471 | 4,761,172 | 2.54% | 2.54% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 58,220,511 | 4,148,211 | 7.97% | 7.97% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,998,723 | 4,132,408 | 0.67% | 0.67% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 56,820,243 | 4,010,631 | 1.61% | 1.61% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 53,763,923 | 3,830,679 | 0.45% | 0.45% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 46,391,963 | 3,305,426 | 0.49% | 0.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 37,068,072 | 2,641,019 | 2.77% | 2.77% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 36,559,773 | 2,604,883 | 3.22% | 3.22% | 13 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 31,653,334 | 2,255,300 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 30,895,904 | 2,201,333 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 30,587,929 | 2,179,385 | 3.33% | 3.33% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 29,867,238 | 2,128,040 | 2.95% | 2.95% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LPL Financial LLC | History | No change | 28,400,304 | 2,023,521 | 0.45% | 0.45% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,855,847 | 1,771,006 | 1.56% | 1.56% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 22,461,369 | 1,600,372 | 2.2% | 2.2% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 21,440,111 | 1,527,739 | 1.85% | 1.85% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,202,907 | 1,510,707 | 0.7% | 0.7% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 20,266,641 | 1,443,998 | 4.97% | 4.97% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 16,668,145 | 1,187,605 | 1.49% | 1.49% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,278,745 | 1,159,860 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 15,979,954 | 1,138,571 | 24.28% | 24.28% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,957,899 | 1,131,734 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 15,745,161 | 1,123,024 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 15,662,182 | 1,115,930 | 6.14% | 6.14% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | No change | 15,511,173 | 1,105,171 | 15.84% | 15.84% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 15,510,513 | 1,105,124 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 15,098,458 | 1,075,765 | 10.3% | 10.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 13,000,607 | 926,293 | 19.55% | 19.55% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,907,577 | 919,664 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,125,742 | 863,959 | 9.17% | 9.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 11,918,550 | 849,196 | 0.87% | 0.87% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 11,632,063 | 828,784 | 0.8% | 0.8% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,054,365 | 787,623 | 10.35% | 10.35% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,957,948 | 780,753 | 5.78% | 5.78% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 10,411,578 | 741,825 | 0.81% | 0.81% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,246,137 | 730,083 | 0.57% | 0.57% | 41 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Fisher Asset Management, LLC | History | No change | 9,551,551 | 680,548 | 0.2% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 9,431,210 | 671,973 | 9.7% | 9.7% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,151,096 | 652,015 | 1.33% | 1.33% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCS Capital Management LLC | History | No change | 9,107,726 | 648,925 | 6.13% | 6.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,030,217 | 643,402 | 3.84% | 3.84% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,817,419 | 628,241 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,382,284 | 597,240 | 0.5% | 0.5% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,337,316 | 592,997 | 0.72% | 0.72% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 8,149,716 | 580,667 | 0.53% | 0.53% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,886,050 | 570,555 | 10.82% | 10.82% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 8,233,142 | 559,916 | 1.64% | 1.64% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 7,598,857 | 541,418 | 9.48% | 9.48% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,426,228 | 529,119 | 2.57% | 2.57% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 7,043,460 | 501,846 | 1.89% | 1.89% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT, LLC | History | No change | 6,727,096 | 479,305 | 7.66% | 7.66% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,253,672 | 445,574 | 10.76% | 10.76% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,188,985 | 440,965 | 1.45% | 1.45% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,925,426 | 422,251 | 0.5% | 0.5% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 5,747,711 | 409,524 | 0.7% | 0.7% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | No change | 5,618,163 | 400,294 | 1.17% | 1.17% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,486,055 | 390,880 | 1.14% | 1.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 6,036,446 | 386,815 | 0.13% | 0.13% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,257,397 | 374,589 | 4.0% | 4.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wedmont Private Capital | History | No change | 5,272,522 | 374,296 | 10.27% | 10.27% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,088,641 | 362,565 | 0.59% | 0.59% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,066,216 | 360,967 | 1.68% | 1.68% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ballentine Partners, LLC | History | No change | 5,015,310 | 357,340 | 4.37% | 4.37% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,923,744 | 350,816 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,871,595 | 347,101 | 0.53% | 0.53% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 4,837,702 | 344,686 | 2.6% | 2.6% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,756,065 | 338,869 | 3.69% | 3.69% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creekmur Asset Management LLC | History | No change | 4,655 | 331,662 | 16.05% | 16.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,609,141 | 328,401 | 2.46% | 2.46% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ally Invest Advisors Inc. | History | No change | 4,566,227 | 325,343 | 19.64% | 19.64% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,460,771 | 317,829 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,453,914 | 317,341 | 3.86% | 3.86% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 4,372,783 | 311,560 | 1.06% | 1.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEPC LLC | History | No change | 4,298,995 | 306,303 | 5.72% | 5.72% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,291,023 | 305,735 | 0.8% | 0.8% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,234,171 | 301,684 | 0.36% | 0.36% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFO Wealth Partners, LLC | History | No change | 4,233,276 | 301,620 | 32.81% | 32.81% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,082,103 | 290,849 | 1.98% | 1.98% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,013,919 | 285,992 | 0.66% | 0.66% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,999,723 | 284,980 | 6.36% | 6.36% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,979,237 | 283,520 | 0.84% | 0.84% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,755,844 | 267,603 | 6.48% | 6.48% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | No change | 3,728,468 | 265,653 | 11.51% | 11.51% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,583,905 | 255,353 | 0.49% | 0.49% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLB&B Advisors, LLC | History | No change | 3,576,217 | 254,805 | 9.33% | 9.33% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,603,602 | 253,759 | 0.67% | 0.67% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,530,275 | 251,532 | 1.39% | 1.39% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,516,435 | 250,534 | 1.96% | 1.96% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Financial Group, LLC | History | No change | 3,379,862 | 240,815 | 12.97% | 12.97% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,235,751 | 230,547 | 2.89% | 2.89% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,191,494 | 227,393 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truepoint, Inc. | History | No change | 3,188,877 | 227,207 | 4.74% | 4.74% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,097,927 | 220,727 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 2,953,730 | 210,453 | 17.9% | 17.9% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 2,926,097 | 208,484 | 5.41% | 5.41% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,917,758 | 207,890 | 5.12% | 5.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | No change | 2,884,528 | 205,522 | 5.46% | 5.46% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,859,219 | 203,719 | 1.56% | 1.56% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,774,023 | 197,649 | 7.8% | 7.8% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clark Asset Management, LLC | History | No change | 2,720,053 | 193,803 | 15.21% | 15.21% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,716,005 | 193,515 | 9.92% | 9.92% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVIS R M INC | History | No change | 2,645,660 | 188,503 | 2.97% | 2.97% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 2,629,796 | 187,372 | 4.8% | 4.8% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | Added to | 2,575,255 | 181,838 | 2.76% | 2.79% | 109 | +20,744 | 0.81% | Q3 2026 | Oct 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,472,701 | 176,179 | 1.21% | 1.21% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| West Virginia University Foundation, Inc | History | No change | 2,462,855 | 175,478 | 14.34% | 14.34% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,413,619 | 171,970 | 2.16% | 2.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hills Bank & Trust Co | History | No change | 2,406,484 | 171,461 | 7.3% | 7.3% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,400,305 | 170,103 | 8.09% | 8.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF HAWAII | History | No change | 2,371,391 | 168,961 | 8.33% | 8.33% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,363,851 | 168,424 | 7.83% | 7.83% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,363,407 | 168,392 | 0.5% | 0.5% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,344,738 | 167,062 | 1.22% | 1.22% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,358,435 | 166,633 | 0.28% | 0.28% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,337,029 | 166,513 | 0.8% | 0.8% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hirtle & Co., LLC | History | No change | 2,324,023 | 165,586 | 5.44% | 5.44% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,314,212 | 164,887 | 3.28% | 3.28% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,275,906 | 162,158 | 0.72% | 0.72% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,256,989 | 160,810 | 0.58% | 0.58% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 2,246,838 | 160,087 | 7.8% | 7.8% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JABODON PT CO | History | No change | 2,244,326 | 159,908 | 15.69% | 15.69% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steele Capital Management, Inc. | History | No change | 2,224,154 | 158,470 | 5.83% | 5.83% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 2,206,221 | 157,193 | 2.08% | 2.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,146,728 | 152,954 | 1.84% | 1.84% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 2,106,653 | 150,099 | 2.81% | 2.81% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keewaydin Investments LLC | History | No change | 2,090,711 | 148,963 | 42.98% | 42.98% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fusion Family Wealth, LLC | History | No change | 1,954,410 | 139,251 | 9.25% | 9.25% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,920,532 | 136,837 | 2.63% | 2.63% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 1,916,431 | 136,544 | 0.56% | 0.56% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,903,904 | 135,653 | 2.38% | 2.38% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 1,910,931 | 135,523 | 4.46% | 4.46% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empowered Funds, LLC | History | No change | 1,899,607 | 135,346 | 0.71% | 0.71% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,804,841 | 128,594 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Employees Retirement System of Texas | History | No change | 1,798,331 | 128,131 | 1.02% | 1.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 1,779,207 | 126,768 | 7.34% | 7.34% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Trust Co | History | No change | 1,775,418 | 126,498 | 1.43% | 1.43% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 1,735,215 | 123,634 | 0.54% | 0.54% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | No change | 1,729,995 | 123,262 | 0.48% | 0.48% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DT Investment Partners, LLC | History | No change | 1,715,376 | 122,220 | 9.11% | 9.11% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Investment Management, LLC | History | No change | 1,715,180 | 122,206 | 1.45% | 1.45% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | No change | 1,717,714 | 121,579 | 1.72% | 1.72% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN ADVISORY INC | History | No change | 1,689,996 | 120,412 | 0.19% | 0.19% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,687,906 | 120,263 | 2.17% | 2.17% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO | History | No change | 1,670,862 | 120,118 | 1.18% | 1.18% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REBALANCE, LLC | History | No change | 1,661,823 | 118,404 | 6.21% | 6.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,608,770 | 114,624 | 1.15% | 1.15% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,590,523 | 113,324 | 2.45% | 2.45% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,570,715 | 111,913 | 6.11% | 6.11% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,555,850 | 110,854 | 9.4% | 9.4% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,546,237 | 110,169 | 1.4% | 1.4% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,507,164 | 107,385 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,502,910 | 107,082 | 0.35% | 0.35% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,480,541 | 105,488 | 15.61% | 15.61% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Advisory, LLC | History | No change | 1,480,458 | 105,482 | 12.56% | 12.56% | 159 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,482,965 | 104,712 | 2.76% | 2.81% | 160 | -41,130 | -2.7% | Q3 2026 | Oct 05, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 1,462,274 | 104,187 | 11.79% | 11.79% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,446,949 | 103,095 | 0.72% | 0.72% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,441,430 | 102,702 | 1.18% | 1.18% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 1,397,237 | 99,553 | 0.58% | 0.58% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,394,427 | 99,352 | 5.76% | 5.76% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,355,730 | 96,595 | 5.69% | 5.69% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arvest Bank Trust Division | History | No change | 1,347,312 | 95,995 | 4.68% | 4.68% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 1,334,367 | 95,070 | 1.04% | 1.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,325,531 | 94,444 | 1.15% | 1.15% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHAI TRUST CO LLC | History | No change | 1,325,001 | 94,406 | 6.49% | 6.49% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 1,321,242 | 94,138 | 5.56% | 5.56% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOFI WEALTH, LLC | History | No change | 1,254,919 | 89,412 | 3.6% | 3.6% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 1,250,803 | 89,119 | 9.56% | 9.56% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 89,062 | 3.52% | 3.52% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wallington Asset Management, LLC | History | No change | 1,249,145 | 89,001 | 10.93% | 10.93% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Klingman & Associates, LLC | History | No change | 1,245,724 | 88,757 | 3.78% | 3.78% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilbert & Cook, Inc. | History | No change | 1,239,039 | 88,281 | 10.16% | 10.16% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Human Investing LLC | History | No change | 1,223,127 | 87,147 | 11.3% | 11.3% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONNABLE OFFICE INC | History | No change | 1,219,655 | 86,900 | 7.65% | 7.65% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 1,211,354 | 86,309 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,188,926 | 85,308 | 2.71% | 2.71% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 1,190,853 | 84,848 | 1.17% | 1.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,186,398 | 84,530 | 0.79% | 0.79% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,184,896 | 84,423 | 3.12% | 3.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,171,878 | 83,496 | 11.47% | 11.47% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 1,176,580 | 83,078 | 6.86% | 6.43% | 186 | +86,572 | 7.94% | Q3 2026 | Oct 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 1,153,049 | 82,154 | 3.32% | 3.32% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVW Advisors, LLC | History | No change | 1,140,123 | 81,233 | 7.02% | 7.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 1,138,763 | 81,136 | 0.81% | 0.81% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Private Trust Co. | History | Added to | 1,148,916 | 81,124 | 4.44% | 4.45% | 190 | +21,782 | 1.93% | Q3 2026 | Oct 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,138,865 | 81,105 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,137,280 | 81,031 | 0.37% | 0.37% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 1,136,261 | 80,958 | 4.09% | 4.09% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 1,134,424 | 80,827 | 2.11% | 2.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | No change | 1,133,889 | 80,789 | 0.81% | 0.81% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Adventist Health System/ West | History | No change | 1,131,440 | 80,615 | 12.63% | 12.63% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 1,131,158 | 80,594 | 9.2% | 9.2% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,118,625 | 79,702 | 2.96% | 2.96% | 198 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,119,310 | 79,224 | 1.48% | 1.48% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ellenbecker Investment Group | History | No change | 1,110,314 | 79,109 | 9.2% | 9.2% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sageworth Trust Co | History | No change | 1,104,193 | 78,673 | 3.1% | 3.1% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,102,572 | 78,558 | 1.05% | 1.05% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,094,124 | 77,956 | 13.27% | 13.27% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sepio Capital, LP | History | No change | 1,076,537 | 76,703 | 3.86% | 3.86% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tanager Wealth Management LLP | History | No change | 1,074,057 | 76,526 | 6.66% | 6.66% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 1,062,292 | 75,688 | 12.55% | 12.55% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,048,879 | 74,732 | 3.95% | 3.95% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trilogy Capital Inc. | History | No change | 1,046,829 | 74,586 | 2.9% | 2.9% | 208 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,045,750 | 74,509 | 1.68% | 1.68% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,034,721 | 73,723 | 4.46% | 4.46% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,031,472 | 73,492 | 0.38% | 0.38% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | No change | 1,026,448 | 73,134 | 11.11% | 11.11% | 212 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KWMG, LLC | History | No change | 1,022,094 | 72,824 | 5.26% | 5.26% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vise Technologies, Inc. | History | No change | 1,020,670 | 72,722 | 0.82% | 0.82% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coyle Financial Counsel LLC | History | No change | 1,011,315 | 72,056 | 13.15% | 13.15% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 1,011,182 | 72,046 | 3.56% | 3.56% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,010,101 | 71,969 | 2.42% | 2.42% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,008,618 | 71,864 | 0.33% | 0.33% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | No change | 986,146 | 70,262 | 12.0% | 12.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Charles Schwab Trust Co | History | No change | 979,852 | 69,814 | 3.89% | 3.89% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strid Group, LLC | History | No change | 969,998 | 69,112 | 7.67% | 7.67% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Western Trust Bank | History | No change | 966,922 | 68,893 | 3.36% | 3.36% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 963,172 | 68,626 | 0.87% | 0.87% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 961,454 | 68,503 | 0.45% | 0.45% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 959,904 | 68,393 | 0.34% | 0.34% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 955,762 | 68,098 | 0.64% | 0.64% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 951,649 | 67,802 | 3.02% | 3.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELCH & FORBES LLC | History | No change | 950,233 | 67,704 | 0.82% | 0.82% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 943,131 | 67,189 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pine Ridge Advisers LLC | History | No change | 937,201 | 66,775 | 4.03% | 4.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 936,830 | 66,749 | 8.07% | 8.07% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 934,207 | 66,562 | 0.41% | 0.41% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALPS ADVISORS INC | History | No change | 931,616 | 66,377 | 0.31% | 0.31% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 926,704 | 66,027 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Advisors Network, Inc. | History | No change | 924,776 | 65,890 | 8.08% | 8.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 911,024 | 64,903 | 0.55% | 0.55% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 908,819 | 64,753 | 16.01% | 16.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gemmer Asset Management LLC | History | No change | 906,069 | 64,557 | 4.34% | 4.34% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avion Wealth | History | No change | 902,866 | 64,329 | 11.97% | 11.97% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 900,609 | 64,168 | 0.25% | 0.25% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 899,556 | 64,093 | 0.94% | 0.94% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 881,443 | 62,802 | 4.23% | 4.23% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 878,870 | 62,619 | 1.18% | 1.18% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citizens Business Bank | History | No change | 877,904 | 62,550 | 9.42% | 9.42% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 875,725 | 62,395 | 0.31% | 0.31% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 875,203 | 62,358 | 2.72% | 2.72% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 869,861 | 61,977 | 5.25% | 5.25% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 863,323 | 61,511 | 7.75% | 7.75% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 861,421 | 61,376 | 11.28% | 11.28% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 862,689 | 60,914 | 4.81% | 4.78% | 250 | -1,045 | -0.12% | Q3 2026 | Oct 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 846,669 | 60,325 | 3.57% | 3.57% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inherent Management Corp. | History | No change | 846,437 | 60,308 | 23.41% | 23.41% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Mission Investment Co LLC | History | No change | 845,497 | 60,241 | 12.54% | 12.54% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 844,316 | 60,157 | 2.2% | 2.2% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 837,457 | 59,669 | 0.37% | 0.37% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Capital Management, LLC | History | No change | 835,676 | 59,541 | 0.63% | 0.63% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobsen Capital Management | History | No change | 833,132 | 59,360 | 17.36% | 17.36% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLIO Financial Planning | History | No change | 830,924 | 59,203 | 14.69% | 14.69% | 258 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 827,709 | 58,974 | 2.83% | 2.83% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chandler Asset Management, Inc. | History | No change | 825,723 | 58,832 | 8.29% | 8.29% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keener Financial Planning LLC | History | No change | 824,065 | 58,714 | 21.0% | 21.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 822,286 | 58,587 | 9.19% | 9.19% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 808,390 | 57,597 | 1.32% | 1.32% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 803,226 | 57,229 | 1.1% | 1.1% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 803,015 | 57,214 | 0.63% | 0.63% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Journey Advisory Group, LLC | History | No change | 796,992 | 56,785 | 4.34% | 4.34% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | No change | 796,341 | 56,739 | 5.12% | 5.12% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| World Investment Advisors | History | No change | 864,110 | 56,662 | 0.94% | 0.94% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 792,345 | 56,454 | 4.7% | 4.7% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 792,120 | 56,438 | 12.19% | 12.19% | 270 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | No change | 790,889 | 56,350 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parker Financial LLC | History | No change | 785,493 | 55,986 | 20.47% | 20.47% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 785,715 | 55,982 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nadler Financial Group, Inc. | History | No change | 778,567 | 55,472 | 4.7% | 4.7% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bank & Trust | History | No change | 776,743 | 55,342 | 8.14% | 8.14% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Partners in Financial Planning | History | No change | 771,756 | 54,987 | 8.34% | 8.34% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Family Wealth, LLC | History | No change | 771,158 | 54,945 | 9.83% | 9.83% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 770,910 | 54,927 | 0.47% | 0.47% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cliffwater LLC | History | No change | 768,881 | 54,782 | 13.64% | 13.64% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 764,009 | 54,435 | 0.73% | 0.73% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 762,468 | 54,326 | 5.53% | 5.53% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TLT Family Holdco ULC | History | No change | 748,200 | 53,309 | 7.57% | 7.57% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 756,154 | 53,277 | 9.74% | 9.74% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 745,582 | 53,122 | 10.46% | 10.46% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PACK Private Wealth, LLC | History | No change | 744,441 | 53,041 | 21.97% | 21.97% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Matrix Trust Co | History | No change | 744,374 | 53,037 | 7.69% | 7.69% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 743,059 | 52,942 | 3.32% | 3.32% | 287 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perkins Coie Trust Co | History | No change | 738,394 | 52,610 | 8.72% | 8.72% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 736,827 | 52,498 | 6.97% | 6.97% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roble, Belko & Company, Inc | History | No change | 722,252 | 51,460 | 5.56% | 5.56% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAYPORT, LLC | History | No change | 721,836 | 51,430 | 7.98% | 7.98% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SoundView Advisors Inc. | History | No change | 717,468 | 51,119 | 16.66% | 16.66% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Planning Navigators CORP | History | No change | 711,256 | 50,676 | 18.97% | 18.97% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 706,718 | 50,353 | 19.68% | 19.68% | 294 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 703,640 | 50,134 | 0.86% | 0.86% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wolff Financial Management LLC | History | No change | 701,967 | 50,015 | 9.97% | 9.97% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nelson Capital Management, LLC | History | No change | 694,445 | 49,479 | 5.43% | 5.43% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 694,424 | 49,248 | 0.14% | 0.14% | 298 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bogart Wealth, LLC | History | No change | 690,345 | 49,187 | 1.69% | 1.69% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inlight Wealth Management, LLC | History | No change | 689,068 | 49,096 | 15.61% | 15.61% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |