VANGUARD WORLD FUND - VFH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 23,948,132 | 2,893,173 | 0.21% | 0.23% | 1 | +379,485 | 1.61% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,665,584 | 442,839 | 0.03% | 0.03% | 2 | +61,297 | 1.7% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,932,970 | 233,522 | 0.04% | 0.04% | 3 | +121,796 | 6.72% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,906,091 | 230,274 | 0.03% | 0.04% | 4 | +176,235 | 10.19% | Q1 2026 | May 05, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,623,706 | 196,159 | 3.06% | 2.97% | 5 | +117,664 | 7.81% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,279,151 | 154,534 | 0.05% | 0.05% | 6 | +42,507 | 3.44% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 964,644 | 116,538 | 0.01% | 0.01% | 7 | -3,952 | -0.41% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 931,719 | 112,924 | 0.03% | 0.03% | 8 | -24,612 | -2.57% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | New | 924,885 | 111,735 | 4.17% | — | 9 | +924,885 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 918,506 | 110,964 | 0.03% | 0.04% | 10 | -72,990 | -7.36% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 669,100 | 80,833 | 0.07% | — | 11 | +669,100 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 579,925 | 70,061 | 0.01% | 0.01% | 12 | +49,666 | 9.37% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 554,302 | 66,965 | 3.77% | 5.66% | 13 | -238,279 | -30.06% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 462,752 | 55,904 | 0.05% | 0.06% | 14 | -7,035 | -1.5% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 450,804 | 54,461 | 0.01% | 0.02% | 15 | -112,593 | -19.98% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 439,490 | 51,965 | 0.0% | 0.0% | 16 | -34,245 | -7.23% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 417,604 | 50,450 | 0.05% | 0.07% | 17 | -31,821 | -7.08% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 333,523 | 40,293 | 0.12% | 0.13% | 18 | +12,658 | 3.94% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 287,995 | 34,792 | 0.02% | 0.03% | 19 | -80,513 | -21.85% | Q1 2026 | May 07, 2026 |
| ALLIANZ SE | History | Added to | 267,713 | 32,342 | 0.36% | 0.0% | 20 | +267,667 | 581884.78% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 256,745 | 31,032 | 0.05% | 0.06% | 21 | -67,049 | -20.71% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 245,185 | 29,620 | 0.05% | 0.06% | 22 | -3,466 | -1.39% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 243,080 | 29,366 | 0.1% | 0.12% | 23 | -27,753 | -10.25% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 212,792 | 25,712 | 0.08% | 0.17% | 24 | +12,230 | 6.1% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 212,119 | 25,642 | 0.2% | 0.22% | 25 | -3,161 | -1.47% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 202,755 | 24,494 | 0.01% | 0.02% | 26 | -6,126 | -2.93% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 207,300 | 24,254 | 0.03% | 0.04% | 27 | -1,168 | -0.56% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 193,484 | 23,374 | 0.78% | 0.87% | 28 | -9,630 | -4.74% | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 178,031 | 21,508 | 4.39% | 4.15% | 29 | +49,950 | 39.0% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 166,330 | 20,094 | 0.06% | 0.05% | 30 | -2,135 | -1.27% | Q1 2026 | May 04, 2026 |
| Main Management LLC | History | Added to | 157,110 | 18,980 | 1.38% | 0.49% | 31 | +106,384 | 209.72% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 151,450 | 18,297 | 0.05% | 0.04% | 32 | +9,650 | 6.81% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 150,228 | 18,148 | 0.03% | 0.03% | 33 | -5,675 | -3.64% | Q1 2026 | May 15, 2026 |
| CMH Wealth Management LLC | History | Added to | 145,284 | 17,551 | 3.01% | 3.78% | 34 | +13,115 | 9.92% | Q1 2026 | Apr 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 145,240 | 17,546 | 3.43% | 3.76% | 35 | -790 | -0.54% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 144,203 | 17,421 | 0.0% | 0.0% | 36 | +43,756 | 43.56% | Q1 2026 | May 15, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 143,602 | 17,348 | 5.05% | 5.49% | 37 | +2,570 | 1.82% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 141,654 | 17,113 | 0.02% | 0.03% | 38 | -33,040 | -18.91% | Q1 2026 | May 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 138,679 | 16,753 | 0.24% | 0.26% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 136,333 | 16,470 | 0.03% | 0.04% | 40 | +45,129 | 49.48% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 133,399 | 16,116 | 0.02% | 0.02% | 41 | +1,884 | 1.43% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 132,878 | 16,052 | 0.62% | 0.87% | 42 | -42,396 | -24.19% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 120,922 | 14,608 | 0.08% | 0.09% | 43 | +2,952 | 2.5% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 120,635 | 14,574 | 0.02% | 0.02% | 44 | +2,045 | 1.72% | Q1 2026 | May 14, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 114,275 | 13,805 | 5.12% | 5.51% | 45 | +2,886 | 2.59% | Q1 2026 | Apr 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 110,931 | 13,401 | 0.36% | 0.39% | 46 | -2,001 | -1.77% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 103,999 | 12,564 | 0.02% | 0.03% | 47 | -44,754 | -30.09% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 103,527 | 12,507 | 0.05% | 0.05% | 48 | +8,059 | 8.44% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 103,156 | 12,462 | 3.2% | 3.25% | 49 | -1,286 | -1.23% | Q1 2026 | Apr 28, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 102,669 | 12,403 | 6.14% | 6.49% | 50 | -127 | -0.12% | Q1 2026 | Apr 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 100,902 | 12,192 | 0.91% | 1.08% | 51 | -8,254 | -7.56% | Q1 2026 | Apr 27, 2026 |
| Allen Investment Management, LLC | History | No change | 95,861 | 11,580 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 93,490 | 11,294 | 0.02% | 0.03% | 53 | -36,297 | -27.97% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 92,079 | 11,124 | 0.02% | 0.03% | 54 | -34,083 | -27.02% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,471 | 10,929 | 0.04% | 0.03% | 55 | +36,831 | 68.66% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 91,748 | 10,756 | 0.01% | 0.01% | 56 | +7,677 | 9.13% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 88,050 | 10,637 | 1.53% | 1.73% | 57 | -232 | -0.26% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 87,848 | 10,612 | 0.0% | 0.0% | 58 | +26,052 | 42.16% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 87,810 | 10,608 | 0.01% | 0.02% | 59 | -10,170 | -10.38% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 84,626 | 10,224 | 0.03% | 0.03% | 60 | -1,487 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 83,692 | 10,110 | 3.35% | 4.13% | 61 | +3,016 | 3.74% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 79,403 | 9,592 | 0.01% | 0.01% | 62 | +46,872 | 144.08% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 78,423 | 9,474 | 0.01% | 0.01% | 63 | +2,648 | 3.49% | Q1 2026 | May 12, 2026 |
| CHAI TRUST CO LLC | History | No change | 78,063 | 9,430 | 0.8% | 0.9% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Added to | 65,452 | 7,907 | 0.1% | 0.1% | 65 | +215 | 0.33% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 65,095 | 7,864 | 0.22% | 0.23% | 66 | -695 | -1.06% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 64,046 | 7,737 | 0.0% | 0.0% | 67 | +43,583 | 212.98% | Q1 2026 | May 13, 2026 |
| LCM Capital Management Inc | History | Added to | 61,912 | 7,479 | 3.75% | 3.95% | 68 | +680 | 1.11% | Q1 2026 | Apr 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 60,063 | 7,256 | 0.83% | 0.96% | 69 | -4,281 | -6.65% | Q1 2026 | May 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 59,085 | 7,138 | 1.62% | 1.7% | 70 | +2,591 | 4.59% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 58,839 | 7,108 | 0.09% | 0.09% | 71 | +10,622 | 22.03% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 58,818 | 7,105 | 0.12% | 0.14% | 72 | +95 | 0.16% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,752 | 6,770 | 0.04% | 0.02% | 73 | +30,277 | 147.87% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,561 | 6,470 | 0.03% | 0.02% | 74 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 51,872 | 6,266 | 0.54% | 0.59% | 75 | +4,180 | 8.76% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 51,646 | 6,239 | 0.12% | 0.13% | 76 | -1,069 | -2.03% | Q1 2026 | Apr 16, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 51,132 | 6,177 | 4.11% | 4.41% | 77 | -751 | -1.45% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 50,692 | 6,124 | 1.05% | 1.14% | 78 | +502 | 1.0% | Q1 2026 | Apr 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 50,549 | 6,106 | 0.06% | 0.07% | 79 | -1,042 | -2.02% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 44,972 | 6,003 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,427 | 5,971 | 0.01% | 0.01% | 81 | +15,314 | 44.89% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 49,357 | 5,962 | 0.01% | 0.01% | 82 | +26,589 | 116.78% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 49,322 | 5,958 | 0.14% | 0.2% | 83 | -18,412 | -27.18% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 48,443 | 5,852 | 0.0% | 0.0% | 84 | +5,070 | 11.69% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,036 | 5,803 | 0.05% | 0.07% | 85 | +5,593 | 13.18% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 47,928 | 5,790 | 2.03% | 6.33% | 86 | -95,496 | -66.58% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 47,542 | 5,743 | 0.05% | 0.05% | 87 | +1,363 | 2.95% | Q1 2026 | May 01, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 47,426 | 5,729 | 0.38% | 0.42% | 88 | -1,750 | -3.56% | Q1 2026 | Apr 29, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 47,272 | 5,710 | 1.69% | 1.86% | 89 | +2,080 | 4.6% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 46,101 | 5,569 | 0.04% | 0.05% | 90 | +568 | 1.25% | Q1 2026 | Apr 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 42,292 | 5,360 | 0.07% | 0.07% | 91 | -555 | -1.3% | Q1 2026 | May 06, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 43,619 | 5,269 | 3.12% | 4.17% | 92 | +746 | 1.74% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 42,864 | 5,178 | 0.02% | 0.04% | 93 | -15,221 | -26.2% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 41,686 | 5,036 | 0.03% | 0.01% | 94 | +22,660 | 119.1% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 41,246 | 4,983 | 0.01% | 0.01% | 95 | -3,377 | -7.57% | Q1 2026 | May 13, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 40,849 | 4,935 | 0.9% | 0.98% | 96 | +1,437 | 3.65% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 54,064 | 4,886 | 0.01% | 0.02% | 97 | -59,050 | -52.2% | Q1 2026 | Apr 08, 2026 |
| Financial Freedom, LLC | History | Reduced | 40,151 | 4,850 | 2.42% | 3.23% | 98 | -8,568 | -17.59% | Q1 2026 | Apr 30, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 39,708 | 4,797 | 2.09% | 2.17% | 99 | +2,009 | 5.33% | Q1 2026 | May 12, 2026 |
| Silver Coast Investments LLC | History | Added to | 38,771 | 4,683 | 1.49% | 1.6% | 100 | +3,889 | 11.15% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 38,504 | 4,651 | 0.02% | 0.02% | 101 | +1,735 | 4.72% | Q1 2026 | May 11, 2026 |
| Banque Transatlantique SA | History | New | 38,290 | 4,625 | 0.11% | — | 102 | +38,290 | New | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 37,935 | 4,582 | 0.47% | 0.55% | 103 | -3,014 | -7.36% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 37,220 | 4,496 | 0.06% | 0.06% | 104 | +2,525 | 7.28% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,128 | 4,485 | 0.0% | 0.0% | 105 | +10,906 | 41.59% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 33,247 | 4,438 | 1.39% | 1.39% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 36,611 | 4,422 | 0.99% | 1.03% | 107 | +85 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 36,024 | 4,352 | 0.36% | 0.37% | 108 | +1,593 | 4.63% | Q1 2026 | May 01, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 35,526 | 4,291 | 1.34% | 1.43% | 109 | +1,677 | 4.95% | Q1 2026 | Apr 10, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 35,004 | 4,228 | 0.7% | — | 110 | +35,004 | New | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 34,725 | 4,195 | 0.05% | 0.06% | 111 | -2,037 | -5.54% | Q1 2026 | Apr 20, 2026 |
| North Forty Two & Co. | History | Reduced | 32,707 | 3,951 | 3.65% | 4.13% | 112 | -90 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Argentarii, LLC | History | Reduced | 31,819 | 3,844 | 1.34% | 1.57% | 113 | -4,221 | -11.71% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 31,463 | 3,801 | 0.14% | 0.15% | 114 | +1,690 | 5.68% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 31,246 | 3,774 | 0.02% | 0.02% | 115 | -973 | -3.02% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 31,039 | 3,749 | 0.13% | 0.14% | 116 | +1,190 | 3.99% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,978 | 3,742 | 0.0% | 0.0% | 117 | +14,410 | 86.97% | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Added to | 30,418 | 3,674 | 1.07% | 0.94% | 118 | +6,913 | 29.41% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 30,333 | 3,664 | 0.0% | 0.0% | 119 | +2,510 | 9.02% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,655 | 3,582 | 0.03% | 0.03% | 120 | +558 | 1.92% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,257 | 3,534 | 0.04% | 0.05% | 121 | +1,909 | 6.98% | Q1 2026 | Apr 20, 2026 |
| Advisors Capital Management, LLC | History | Added to | 28,611 | 3,456 | 0.04% | 0.04% | 122 | +726 | 2.6% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 28,265 | 3,414 | 0.01% | 0.03% | 124 | -25,944 | -47.86% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,260 | 3,414 | 0.02% | 0.02% | 123 | +9,494 | 50.59% | Q1 2026 | May 15, 2026 |
| RCW Management, LLC | History | Added to | 28,222 | 3,409 | 3.49% | 3.74% | 125 | +487 | 1.76% | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 27,832 | 3,362 | 1.32% | 1.47% | 126 | -1,301 | -4.47% | Q1 2026 | Apr 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 27,738 | 3,351 | 0.1% | 0.11% | 127 | +238 | 0.87% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | Added to | 27,721 | 3,348 | 0.87% | 0.99% | 128 | +736 | 2.73% | Q1 2026 | Apr 20, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 27,577 | 3,331 | 1.49% | 1.53% | 129 | +214 | 0.78% | Q1 2026 | May 06, 2026 |
| Sharper & Granite LLC | History | Added to | 26,339 | 3,182 | 1.09% | 1.1% | 130 | +2,867 | 12.21% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 26,198 | 3,164 | 0.01% | 0.01% | 131 | +197 | 0.76% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 26,038 | 3,145 | 0.0% | 0.0% | 132 | +13,782 | 112.45% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 24,616 | 3,129 | 0.68% | 0.73% | 133 | +814 | 3.42% | Q1 2026 | Apr 16, 2026 |
| BOKF, NA | History | Reduced | 25,547 | 3,086 | 0.05% | 0.05% | 134 | -138 | -0.54% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,208 | 3,045 | 0.02% | 0.02% | 135 | +1,376 | 5.77% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,866 | 3,004 | 0.04% | 0.05% | 136 | -2,908 | -10.47% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,595 | 2,971 | 0.07% | 0.08% | 137 | -880 | -3.45% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 24,521 | 2,962 | 0.43% | — | 138 | +24,521 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,481 | 2,957 | 0.0% | 0.0% | 139 | +18,781 | 329.49% | Q1 2026 | May 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 23,385 | 2,825 | 0.14% | 0.14% | 140 | +847 | 3.76% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 23,092 | 2,789 | 0.02% | 0.05% | 141 | -23,805 | -50.76% | Q1 2026 | Apr 14, 2026 |
| Elm Partners Management LLC | History | Reduced | 23,474 | 2,775 | 0.12% | 0.23% | 142 | -14,310 | -37.87% | Q1 2026 | May 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 21,904 | 2,749 | 0.52% | 0.59% | 143 | -499 | -2.23% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Added to | 21,831 | 2,637 | 0.0% | 0.0% | 144 | +366 | 1.71% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,812 | 2,635 | 0.07% | 0.08% | 145 | -944 | -4.15% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,688 | 2,620 | 0.07% | 0.07% | 146 | +138 | 0.64% | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 21,436 | 2,589 | 1.02% | 1.15% | 147 | -651 | -2.95% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | Added to | 20,900 | 2,531 | 0.24% | 0.23% | 148 | +1,898 | 9.99% | Q1 2026 | May 19, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 20,947 | 2,530 | 0.2% | 0.22% | 149 | -717 | -3.31% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 20,925 | 2,528 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 20,696 | 2,500 | 0.17% | 0.25% | 151 | -207 | -0.99% | Q1 2026 | May 07, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 20,026 | 2,419 | 1.28% | 1.43% | 152 | -48 | -0.24% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,736 | 2,384 | 0.06% | 0.08% | 153 | -1,947 | -8.98% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 18,654 | 2,253 | 0.15% | 0.17% | 154 | -289 | -1.53% | Q1 2026 | Apr 15, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 18,625 | 2,250 | 1.53% | 1.66% | 155 | -23 | -0.12% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,509 | 2,236 | 0.03% | 0.05% | 156 | -7,195 | -27.99% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 17,971 | 2,171 | 0.02% | 0.02% | 157 | -514 | -2.78% | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 17,863 | 2,157 | 0.85% | 0.29% | 158 | +12,438 | 229.27% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 17,617 | 2,128 | 0.16% | 0.43% | 159 | -21,817 | -55.33% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,469 | 2,110 | 0.11% | 0.12% | 160 | -63 | -0.36% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 17,350 | 2,096 | 0.12% | 0.14% | 161 | -438 | -2.46% | Q1 2026 | Apr 24, 2026 |
| Avion Wealth | History | Reduced | 16,981 | 2,051 | 0.42% | 0.48% | 162 | -107 | -0.63% | Q1 2026 | May 01, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 16,467 | 1,989 | 0.44% | 0.49% | 163 | -244 | -1.46% | Q1 2026 | May 21, 2026 |
| BlackRock, Inc. | History | Reduced | 16,214 | 1,958 | 0.0% | 0.0% | 164 | -536 | -3.2% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 16,168 | 1,953 | 0.01% | 0.01% | 165 | +688 | 4.44% | Q1 2026 | May 08, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 16,118 | 1,947 | 1.44% | 1.45% | 166 | -336 | -2.04% | Q1 2026 | Apr 16, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 15,882 | 1,918 | 0.59% | 0.46% | 167 | -338 | -2.08% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning, LLC | History | New | 15,788 | 1,908 | 0.43% | — | 168 | +15,788 | New | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 15,670 | 1,893 | 0.2% | 0.17% | 169 | +3,301 | 26.69% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 15,409 | 1,861 | 0.02% | 0.01% | 170 | +13,707 | 805.35% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 15,390 | 1,859 | 0.15% | 0.18% | 171 | -1,751 | -10.22% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,368 | 1,857 | 0.02% | 0.01% | 172 | +6,910 | 81.7% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Reduced | 15,010 | 1,813 | 0.02% | 0.04% | 173 | -9,613 | -39.04% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,731 | 1,779 | 0.03% | 0.02% | 174 | +6,287 | 74.46% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,639 | 1,768 | 0.03% | 0.02% | 175 | +5,267 | 56.2% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,577 | 1,761 | 0.03% | 0.03% | 176 | +1,087 | 8.06% | Q1 2026 | May 07, 2026 |
| JM2 Capital Inc. | History | Reduced | 14,570 | 1,760 | 1.46% | 1.57% | 177 | -25 | -0.17% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | Reduced | 14,478 | 1,749 | 0.02% | 0.02% | 178 | -135 | -0.92% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,464 | 1,747 | 0.03% | 0.03% | 179 | +570 | 4.1% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,227 | 1,718 | 0.01% | 0.01% | 180 | -138 | -0.96% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 13,442 | 1,717 | 0.06% | 0.06% | 181 | -1,005 | -6.96% | Q1 2026 | Apr 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 13,950 | 1,685 | 0.91% | 1.0% | 182 | -379 | -2.64% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 13,783 | 1,672 | 0.05% | 0.07% | 183 | -8,185 | -37.26% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 13,782 | 1,665 | 0.01% | 0.01% | 184 | +2,988 | 27.68% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,524 | 1,633 | 0.06% | 0.04% | 185 | -990 | -6.82% | Q1 2026 | Apr 23, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 13,270 | 1,603 | 0.09% | 0.1% | 186 | -517 | -3.75% | Q1 2026 | Apr 08, 2026 |
| Bank of Marin | History | Added to | 13,249 | 1,600 | 1.17% | 1.21% | 187 | +76 | 0.58% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 13,209 | 1,595 | 0.64% | 0.79% | 188 | -1,983 | -13.05% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 13,108 | 1,583 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 12,899 | 1,558 | 0.07% | 0.04% | 190 | +5,944 | 85.46% | Q1 2026 | Apr 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,609 | 1,523 | 0.0% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 12,524 | 1,512 | 0.02% | 0.04% | 192 | -8,089 | -39.24% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 12,488 | 1,508 | 0.82% | 0.98% | 193 | -1,365 | -9.85% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,437 | 1,502 | 0.03% | 0.03% | 194 | +452 | 3.77% | Q1 2026 | Apr 15, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 12,402 | 1,498 | 0.89% | 1.08% | 195 | +50 | 0.4% | Q1 2026 | May 12, 2026 |
| Magnus Financial Group LLC | History | Added to | 12,353 | 1,492 | 0.12% | 0.13% | 196 | +11 | 0.09% | Q1 2026 | Apr 10, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 12,334 | 1,490 | 0.54% | 0.56% | 197 | -141 | -1.13% | Q1 2026 | Apr 22, 2026 |
| Live Oak Investment Partners | History | Reduced | 12,294 | 1,485 | 0.88% | 1.06% | 198 | -663 | -5.12% | Q1 2026 | Apr 29, 2026 |
| Manchester Capital Management LLC | History | No change | 12,162 | 1,469 | 0.21% | 0.22% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,096 | 1,461 | 0.0% | 0.0% | 200 | +507 | 4.37% | Q1 2026 | May 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 12,004 | 1,450 | 0.36% | 0.41% | 201 | +186 | 1.57% | Q1 2026 | May 07, 2026 |
| Idaho Trust Co | History | Added to | 11,941 | 1,442 | 0.47% | 0.53% | 202 | +13 | 0.11% | Q1 2026 | May 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 11,932 | 1,441 | 0.68% | 0.74% | 203 | +91 | 0.77% | Q1 2026 | Apr 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 11,889 | 1,436 | 0.15% | 0.16% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 11,755 | 1,420 | 0.78% | 0.87% | 205 | -100 | -0.84% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,562 | 1,409 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,624 | 1,404 | 0.0% | 0.0% | 207 | +1,944 | 20.08% | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | No change | 11,465 | 1,385 | 0.16% | 0.18% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 11,448 | 1,383 | 0.39% | 0.51% | 209 | -508 | -4.25% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,200 | 1,353 | 0.03% | 0.04% | 210 | -2,173 | -16.25% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,161 | 1,348 | 0.01% | 0.01% | 211 | +4 | 0.04% | Q1 2026 | Apr 27, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 11,052 | 1,335 | 0.69% | 0.7% | 212 | +846 | 8.29% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Added to | 11,022 | 1,331 | 0.3% | 0.27% | 213 | +1,781 | 19.27% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,855 | 1,311 | 0.03% | 0.03% | 214 | +114 | 1.06% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | No change | 10,839 | 1,309 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 10,810 | 1,305 | 0.01% | 0.01% | 216 | -277 | -2.5% | Q1 2026 | May 15, 2026 |
| Ipsen Advisor Group LLC | History | No change | 9,504 | 1,268 | 0.9% | 0.9% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 10,486 | 1,266 | 0.02% | 0.02% | 218 | -13 | -0.12% | Q1 2026 | May 12, 2026 |
| Asset One Wealth Management LLC | History | Added to | 9,628 | 1,238 | 0.14% | 0.16% | 219 | +913 | 10.48% | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,150 | 1,226 | 0.17% | 0.16% | 220 | +1,307 | 14.78% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,131 | 1,223 | 0.01% | 0.02% | 221 | +403 | 4.14% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 10,115 | 1,222 | 0.0% | 0.0% | 222 | +1,640 | 19.35% | Q1 2026 | May 06, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 9,998 | 1,207 | 0.41% | 0.34% | 223 | +240 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,886 | 1,194 | 0.07% | 0.07% | 224 | -221 | -2.19% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 9,870 | 1,192 | 0.12% | 0.13% | 225 | +130 | 1.33% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 9,746 | 1,177 | 0.04% | 0.04% | 226 | +960 | 10.93% | Q1 2026 | Apr 20, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 9,736 | 1,176 | 0.41% | 0.45% | 227 | -45 | -0.46% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 9,655 | 1,166 | 0.02% | 0.02% | 228 | +399 | 4.31% | Q1 2026 | May 01, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 9,493 | 1,146 | 0.72% | — | 230 | +9,493 | New | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,486 | 1,146 | 0.75% | 1.0% | 229 | -1,503 | -13.68% | Q1 2026 | Apr 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 9,410 | 1,136 | 0.02% | 0.02% | 231 | -420 | -4.27% | Q1 2026 | May 12, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 9,402 | 1,135 | 0.76% | 0.89% | 232 | -89 | -0.94% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,310 | 1,125 | 0.05% | 0.08% | 233 | -3,874 | -29.38% | Q1 2026 | May 18, 2026 |
| Principle Wealth Partners LLC | History | No change | 9,266 | 1,119 | 0.06% | 0.07% | 234 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BAILARD, INC. | History | Reduced | 9,219 | 1,113 | 0.03% | 0.03% | 235 | -192 | -2.04% | Q1 2026 | May 11, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 9,105 | 1,099 | 1.01% | 1.05% | 236 | +49 | 0.54% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,073 | 1,096 | 0.02% | 0.03% | 237 | -331 | -3.52% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Reduced | 9,037 | 1,091 | 0.21% | 0.25% | 238 | -148 | -1.61% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 8,996 | 1,086 | 0.12% | 0.13% | 239 | -154 | -1.68% | Q1 2026 | May 05, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 8,910 | 1,076 | 0.96% | 1.24% | 240 | -1,576 | -15.03% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 8,803 | 1,063 | 0.02% | 0.02% | 241 | +2,334 | 36.08% | Q1 2026 | Apr 17, 2026 |
| Gryphon Financial Partners LLC | History | No change | 8,761 | 1,058 | 0.11% | 0.13% | 242 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 8,730 | 1,054 | 0.62% | 2.12% | 243 | -18,625 | -68.09% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,617 | 1,041 | 0.01% | 0.02% | 244 | +54 | 0.63% | Q1 2026 | May 11, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 8,514 | 1,028 | 0.89% | 1.52% | 245 | -4,929 | -36.67% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,370 | 1,011 | 0.0% | 0.0% | 246 | -984 | -10.52% | Q1 2026 | May 14, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 8,343 | 1,007 | 0.2% | 0.34% | 247 | -6,442 | -43.57% | Q1 2026 | May 14, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 8,313 | 1,004 | 0.6% | 0.59% | 248 | +549 | 7.07% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,260 | 997 | 0.04% | 0.05% | 249 | +1 | 0.01% | Q1 2026 | May 19, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,146 | 984 | 0.01% | 0.01% | 250 | +311 | 3.97% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 8,098 | 978 | 0.0% | 0.0% | 251 | +1,643 | 25.45% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,942 | 959 | 0.35% | 0.39% | 252 | -90 | -1.12% | Q1 2026 | May 08, 2026 |
| Claris Financial LLC | History | Added to | 7,850 | 948 | 0.52% | 0.56% | 253 | +1 | 0.01% | Q1 2026 | May 18, 2026 |
| GTS SECURITIES LLC | History | New | 7,802 | 942 | 0.03% | — | 254 | +7,802 | New | Q1 2026 | May 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 7,676 | 927 | 0.36% | 0.4% | 255 | -250 | -3.15% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,641 | 923 | 0.01% | 0.01% | 256 | +129 | 1.72% | Q1 2026 | May 06, 2026 |
| Vanguard National Trust Co | History | New | 7,582 | 915 | 0.06% | — | 257 | +7,582 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 7,376 | 891 | 0.14% | 0.16% | 258 | +100 | 1.37% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Reduced | 7,377 | 891 | 0.03% | 0.03% | 259 | -87 | -1.17% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,286 | 880 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 6,577 | 877 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WP Advisors, LLC | History | Added to | 7,244 | 875 | 0.23% | 0.24% | 262 | +23 | 0.32% | Q1 2026 | May 04, 2026 |
| Jacobs Equity LLC | History | Added to | 7,178 | 867 | 0.78% | 0.76% | 263 | +1,255 | 21.19% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | Reduced | 7,150 | 863 | 0.1% | 0.11% | 264 | -50 | -0.69% | Q1 2026 | May 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 7,138 | 862 | 0.12% | 0.13% | 265 | +128 | 1.83% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,099 | 857 | 0.0% | — | 266 | +7,099 | New | Q1 2026 | May 12, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 7,042 | 850 | 0.41% | 0.46% | 267 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,986 | 844 | 0.01% | 0.01% | 268 | +1,757 | 33.6% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,972 | 842 | 0.02% | — | 269 | +6,972 | New | Q1 2026 | Apr 27, 2026 |
| VANGUARD GROUP INC | History | No change | 6,245 | 833 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 6,850 | 827 | 0.09% | 0.1% | 271 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,846 | 827 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,829 | 825 | 0.01% | — | 273 | +6,829 | New | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 6,816 | 823 | 0.03% | 0.04% | 274 | -1,505 | -18.09% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 6,810 | 822 | 0.1% | 0.11% | 275 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 6,800 | 821 | 0.19% | 0.22% | 276 | -94 | -1.36% | Q1 2026 | May 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 6,725 | 812 | 0.05% | 0.05% | 277 | +25 | 0.37% | Q1 2026 | May 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 6,707 | 810 | 0.34% | 0.39% | 278 | +47 | 0.71% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,696 | 808 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,630 | 800 | 0.0% | 0.01% | 280 | -1,065 | -13.84% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,607 | 798 | 0.0% | 0.0% | 281 | -1,731 | -20.76% | Q1 2026 | May 14, 2026 |
| Junk Investment Group, LLC | History | New | 6,530 | 788 | 0.41% | — | 282 | +6,530 | New | Q1 2026 | May 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 6,509 | 786 | 0.09% | 0.09% | 283 | +157 | 2.47% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 6,360 | 768 | 0.01% | 0.01% | 284 | -182 | -2.78% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Added to | 6,321 | 763 | 0.02% | 0.02% | 285 | +101 | 1.62% | Q1 2026 | May 04, 2026 |
| First PREMIER Bank | History | Reduced | 6,229 | 753 | 0.17% | 0.2% | 286 | -316 | -4.83% | Q1 2026 | Apr 20, 2026 |
| Hardy Reed LLC | History | No change | 6,170 | 745 | 0.05% | 0.06% | 287 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 6,152 | 743 | 0.02% | 0.02% | 288 | -104 | -1.66% | Q1 2026 | May 04, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 6,150 | 742 | 0.41% | 1.01% | 290 | -9,517 | -60.75% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 6,146 | 742 | 0.04% | 0.04% | 289 | -579 | -8.61% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 6,119 | 739 | 0.0% | 0.0% | 291 | -7,303 | -54.41% | Q1 2026 | May 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 6,101 | 737 | 0.06% | 0.07% | 292 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McGuire Investment Group, LLC | History | Added to | 6,088 | 735 | 0.08% | 0.09% | 293 | +44 | 0.73% | Q1 2026 | Apr 28, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 6,064 | 732 | 0.1% | 0.11% | 294 | -279 | -4.4% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 6,006 | 725 | 0.25% | 0.28% | 295 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 5,855 | 707 | 0.17% | 0.18% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,825 | 703 | 0.0% | 0.0% | 297 | -1,073 | -15.56% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,719 | 690 | 0.0% | 0.0% | 298 | -550 | -8.77% | Q1 2026 | Apr 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,709 | 689 | 0.43% | 0.47% | 299 | -99 | -1.7% | Q1 2026 | Apr 23, 2026 |
| Waldron Private Wealth LLC | History | Added to | 5,679 | 686 | 0.03% | 0.03% | 300 | +17 | 0.3% | Q1 2026 | Apr 10, 2026 |