VANGUARD SCOTTSDALE FUNDS - VGIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 85,775,873 | 5,097,660 | 0.33% | 0.29% | 1 | +8,481,735 | 10.97% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 83,053,264 | 4,945,821 | 0.36% | 0.22% | 2 | +31,643,968 | 61.55% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 23,598,179 | 1,405,271 | 3.65% | 3.54% | 3 | +1,706,338 | 7.79% | Q1 2026 | May 14, 2026 |
| Employees Retirement System of Texas | History | Added to | 23,386,000 | 1,392,636 | 12.18% | 10.84% | 4 | +1,175,000 | 5.29% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 23,173,187 | 1,379,963 | 0.08% | 0.08% | 5 | +564,184 | 2.5% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 19,248,384 | 1,146,241 | 12.14% | 10.62% | 6 | +2,523,739 | 15.09% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 19,200,025 | 1,143,361 | 0.78% | 0.77% | 7 | +1,343,679 | 7.52% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 13,838,011 | 824,053 | 0.92% | 0.86% | 8 | +1,271,503 | 10.12% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 10,185,848 | 606,567 | 0.09% | 0.03% | 9 | +6,942,529 | 214.06% | Q1 2026 | May 05, 2026 |
| NEPC LLC | History | No change | 8,137,837 | 484,608 | 9.65% | 10.39% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,933,002 | 472,391 | 4.76% | 1.34% | 11 | +6,110,756 | 335.34% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 7,236,263 | 430,919 | 4.93% | 4.25% | 12 | +966,134 | 15.41% | Q1 2026 | Apr 20, 2026 |
| MASECO LLP | History | Added to | 6,491,988 | 386,500 | 12.12% | 16.0% | 13 | +358,065 | 5.84% | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 6,123,657 | 364,663 | 5.78% | 5.43% | 14 | +546,311 | 9.8% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 5,941,533 | 353,818 | 1.71% | 0.22% | 15 | +5,295,414 | 819.57% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,814,584 | 346,258 | 0.09% | 0.08% | 16 | +1,445,988 | 33.1% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,541,206 | 328,365 | 0.08% | 0.11% | 17 | -2,357,406 | -29.85% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 5,202,760 | 311,801 | 26.03% | 26.03% | 18 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | No change | 4,950,000 | 294,772 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 4,783,237 | 284,841 | 0.4% | 0.37% | 20 | +561,176 | 13.29% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,560,317 | 271,566 | 0.05% | 0.04% | 21 | +1,077,332 | 30.93% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,203,414 | 248,437 | 0.36% | 0.28% | 22 | -7,492,180 | -64.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,105,695 | 244,494 | 0.01% | 0.01% | 23 | -762,667 | -15.67% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 3,935,163 | 234,338 | 3.43% | 2.3% | 24 | +1,393,666 | 54.84% | Q1 2026 | Apr 09, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,367,747 | 200,549 | 0.07% | 0.07% | 25 | -133,852 | -3.82% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,348,987 | 199,433 | 0.21% | 0.21% | 26 | +162,828 | 5.11% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,246,484 | 193,328 | 0.06% | 0.06% | 27 | +196,942 | 6.46% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,138,310 | 186,886 | 2.22% | 2.29% | 28 | +32,268 | 1.04% | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,996,562 | 178,447 | 3.08% | 0.91% | 29 | +2,372,791 | 380.39% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,726,479 | 162,361 | 0.04% | 0.04% | 30 | +249,214 | 10.06% | Q1 2026 | May 06, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 2,703,579 | 160,998 | 7.66% | 7.33% | 31 | +50,438 | 1.9% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 2,655,598 | 158,140 | 4.71% | 4.48% | 32 | +184,970 | 7.49% | Q1 2026 | Apr 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,161,827 | 128,736 | 5.69% | 4.06% | 33 | +654,222 | 43.39% | Q1 2026 | Apr 09, 2026 |
| Bangor Savings Bank | History | Added to | 2,125,722 | 126,586 | 10.12% | 9.89% | 34 | +74,912 | 3.65% | Q1 2026 | Apr 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,912,898 | 113,607 | 0.23% | 0.02% | 35 | +1,712,694 | 855.47% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,844,031 | 109,812 | 0.02% | 0.02% | 36 | +234,087 | 14.54% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,989,734 | 109,336 | 2.61% | 2.3% | 37 | +124,289 | 6.66% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,799,821 | 107,179 | 6.02% | 5.56% | 38 | +69,857 | 4.04% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 1,694,297 | 100,895 | 0.11% | 0.1% | 39 | +127,013 | 8.1% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,645,471 | 97,987 | 1.78% | 1.58% | 40 | +168,867 | 11.44% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,576,606 | 93,886 | 0.02% | 0.02% | 41 | -18,752 | -1.18% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 1,511,763 | 90,025 | 0.04% | 0.03% | 42 | +203,908 | 15.59% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 1,495,302 | 89,045 | 1.0% | 0.19% | 43 | +1,214,442 | 432.4% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,489,109 | 88,676 | 0.02% | 0.01% | 44 | +449,882 | 43.29% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,463,406 | 87,145 | 1.74% | 1.6% | 45 | +6,263 | 0.43% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,431,361 | 85,237 | 1.05% | 1.1% | 46 | +7,961 | 0.56% | Q1 2026 | May 08, 2026 |
| BURNEY CO/ | History | Added to | 1,372,426 | 81,727 | 2.56% | 2.46% | 47 | +53,938 | 4.09% | Q1 2026 | Apr 29, 2026 |
| Miller Investment Management, LP | History | Added to | 1,326,156 | 78,972 | 7.84% | 6.97% | 48 | +135,206 | 11.35% | Q1 2026 | May 08, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 1,280,740 | 76,268 | 6.32% | 7.72% | 49 | -124,403 | -8.85% | Q1 2026 | Apr 20, 2026 |
| Retirement Systems of Alabama | History | Added to | 1,275,570 | 75,960 | 0.25% | 0.25% | 50 | +6,410 | 0.51% | Q1 2026 | Apr 24, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,271,182 | 75,698 | 2.55% | 2.52% | 51 | +64,893 | 5.38% | Q1 2026 | May 14, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,183,781 | 70,494 | 8.11% | 8.05% | 52 | +66,256 | 5.93% | Q1 2026 | Apr 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,140,442 | 67,913 | 4.16% | 4.26% | 53 | +52,401 | 4.82% | Q1 2026 | Apr 20, 2026 |
| LIBRA WEALTH LLC | History | Added to | 1,086,123 | 64,678 | 18.23% | 17.68% | 54 | +31,416 | 2.98% | Q1 2026 | Apr 28, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,060,677 | 63,163 | 0.98% | 1.03% | 55 | +15,754 | 1.51% | Q1 2026 | May 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 1,039,280 | 61,889 | 9.3% | 8.82% | 56 | +104,220 | 11.15% | Q1 2026 | Apr 14, 2026 |
| Penserra Capital Management LLC | History | New | 944,843 | 56,265 | 0.66% | — | 57 | +944,843 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 944,051 | 56,218 | 0.08% | 0.09% | 58 | -140,032 | -12.92% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 917,728 | 54,650 | 0.89% | 0.17% | 59 | +756,702 | 469.93% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 909,656 | 54,169 | 4.55% | 4.56% | 60 | +2,178 | 0.24% | Q1 2026 | Apr 20, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 862,854 | 51,382 | 7.09% | 0.03% | 61 | +858,864 | 21525.41% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 858,113 | 51,101 | 0.13% | 0.11% | 62 | +142,880 | 19.98% | Q1 2026 | Apr 30, 2026 |
| Opus Capital Group, LLC | History | Added to | 846,952 | 50,436 | 5.42% | 5.24% | 63 | +40,077 | 4.97% | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 803,838 | 48,174 | 2.7% | 2.7% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD ADVISERS INC | History | New | 807,593 | 48,092 | 0.19% | — | 65 | +807,593 | New | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 804,441 | 47,904 | 0.69% | 0.87% | 66 | -39,451 | -4.67% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 800,067 | 47,644 | 2.52% | 2.42% | 67 | +59,474 | 8.03% | Q1 2026 | Apr 24, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 781,385 | 46,531 | 5.99% | — | 68 | +781,385 | New | Q1 2026 | Apr 16, 2026 |
| Cliffwater LLC | History | No change | 772,030 | 45,974 | 12.18% | 9.71% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 763,045 | 45,439 | 0.08% | 0.08% | 70 | +48,035 | 6.72% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 761,864 | 45,369 | 0.17% | 0.18% | 71 | +44,346 | 6.18% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Added to | 751,966 | 44,779 | 0.38% | 0.33% | 72 | +154,342 | 25.83% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 745,978 | 44,706 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jordan Park Group LLC | History | Reduced | 738,660 | 43,987 | 2.34% | 2.79% | 74 | -65,941 | -8.2% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 726,752 | 43,278 | 0.35% | — | 75 | +726,752 | New | Q1 2026 | May 01, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 716,698 | 42,679 | 2.63% | 2.61% | 76 | +68,873 | 10.63% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 713,836 | 42,508 | 2.97% | 2.03% | 77 | +74,084 | 11.58% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 712,921 | 42,454 | 0.07% | 0.06% | 78 | +140,073 | 24.45% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 711,404 | 42,364 | 2.58% | 2.54% | 79 | +38,410 | 5.71% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 701,059 | 41,748 | 0.2% | 0.18% | 80 | +60,611 | 9.46% | Q1 2026 | Apr 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 692,666 | 41,248 | 0.58% | 0.3% | 81 | +313,923 | 82.89% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 687,280 | 40,927 | 0.08% | 0.08% | 82 | +18,992 | 2.84% | Q1 2026 | May 06, 2026 |
| Nova R Wealth, Inc. | History | Added to | 676,743 | 40,300 | 12.86% | 13.36% | 83 | +65,268 | 10.67% | Q1 2026 | Apr 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 676,751 | 40,219 | 3.62% | 3.61% | 84 | +39,470 | 6.19% | Q1 2026 | Apr 29, 2026 |
| Portland Global Advisors LLC | History | Added to | 667,704 | 39,761 | 4.24% | 4.22% | 85 | +11,334 | 1.73% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 666,838 | 39,682 | 0.08% | 0.06% | 86 | +96,577 | 16.94% | Q1 2026 | May 01, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 652,463 | 38,854 | 1.46% | 1.22% | 87 | +105,517 | 19.29% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 652,289 | 38,844 | 0.06% | 0.05% | 88 | +59,684 | 10.07% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 636,036 | 37,875 | 2.44% | 2.29% | 89 | +22,011 | 3.58% | Q1 2026 | Apr 27, 2026 |
| MilWealth Group LLC | History | Added to | 635,361 | 37,835 | 9.01% | 8.79% | 90 | +19,005 | 3.08% | Q1 2026 | May 01, 2026 |
| Secure Asset Management, LLC | History | Added to | 621,539 | 37,012 | 5.86% | 5.22% | 91 | +65,377 | 11.76% | Q1 2026 | Apr 09, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 614,592 | 36,598 | 12.4% | 12.57% | 92 | +31,170 | 5.34% | Q1 2026 | Apr 23, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 611,605 | 36,421 | 10.04% | 9.58% | 93 | +33,524 | 5.8% | Q1 2026 | Apr 15, 2026 |
| Alaethes Wealth, LLC | History | Added to | 601,887 | 35,842 | 10.21% | 9.96% | 94 | +11,276 | 1.91% | Q1 2026 | May 12, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 598,185 | 35,621 | 7.45% | 7.26% | 95 | +23,456 | 4.08% | Q1 2026 | Apr 21, 2026 |
| Permanent Capital Management, LP | History | Added to | 595,838 | 35,327 | 5.49% | 6.89% | 96 | +5,358 | 0.91% | Q1 2026 | May 14, 2026 |
| Emprise Bank | History | Added to | 588,454 | 35,042 | 14.07% | 13.83% | 97 | +33,066 | 5.95% | Q1 2026 | Apr 20, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 586,492 | 34,925 | 17.13% | 17.97% | 98 | -14,782 | -2.46% | Q1 2026 | Apr 08, 2026 |
| Evergreen Advisors, LLC | History | Added to | 580,530 | 34,570 | 8.12% | 8.18% | 99 | +21,012 | 3.76% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 572,769 | 34,108 | 0.0% | 0.0% | 100 | +66,464 | 13.13% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 568,683 | 33,865 | 1.21% | 1.17% | 101 | +33,541 | 6.27% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 566,414 | 33,534 | 0.02% | 0.02% | 102 | +136,092 | 31.63% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 555,884 | 33,102 | 4.04% | 4.06% | 103 | -8,176 | -1.45% | Q1 2026 | Apr 14, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 546,446 | 32,453 | 4.02% | 3.84% | 104 | +36,921 | 7.25% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 544,892 | 32,448 | 0.18% | 0.06% | 105 | +370,953 | 213.27% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 544,581 | 32,429 | 1.51% | 1.27% | 106 | +80,420 | 17.33% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 544,060 | 32,398 | 0.48% | 0.64% | 107 | -195,115 | -26.4% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Added to | 520,446 | 30,992 | 0.31% | 0.3% | 108 | +33,510 | 6.88% | Q1 2026 | Apr 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 508,854 | 30,241 | 1.46% | 2.28% | 109 | -223,998 | -30.57% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 505,729 | 30,116 | 0.01% | 0.06% | 110 | +139,340 | 38.03% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Added to | 504,812 | 30,061 | 0.65% | 0.46% | 111 | +68,577 | 15.72% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Added to | 500,610 | 29,811 | 1.86% | 1.81% | 112 | +9,028 | 1.84% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 498,164 | 29,665 | 0.0% | 0.0% | 113 | +56,661 | 12.83% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | New | 489,665 | 29,159 | 2.2% | — | 114 | +489,665 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 486,707 | 28,925 | 1.04% | 0.92% | 115 | +84,147 | 20.9% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 475,159 | 28,476 | 0.56% | 0.56% | 116 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 475,469 | 28,314 | 0.03% | 0.03% | 117 | +18,646 | 4.08% | Q1 2026 | May 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 465,404 | 27,714 | 10.43% | 10.04% | 118 | +27,705 | 6.33% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 464,120 | 27,638 | 0.3% | 0.33% | 119 | -36,779 | -7.34% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 463,972 | 27,629 | 1.85% | 2.16% | 120 | +66,537 | 16.74% | Q1 2026 | May 07, 2026 |
| RKL Wealth Management LLC | History | Reduced | 461,865 | 27,504 | 2.47% | 2.36% | 121 | -18,323 | -3.82% | Q1 2026 | Apr 24, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 445,355 | 26,908 | 2.46% | 2.46% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 448,021 | 26,679 | 0.33% | 0.29% | 123 | +77,759 | 21.0% | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | Added to | 447,454 | 26,645 | 3.24% | 3.21% | 124 | +11,528 | 2.64% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Added to | 438,827 | 26,132 | 1.28% | 1.1% | 125 | +66,078 | 17.73% | Q1 2026 | May 04, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 434,706 | 25,886 | 5.82% | 5.57% | 126 | +20,949 | 5.06% | Q1 2026 | Apr 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 433,826 | 25,834 | 2.09% | 2.18% | 127 | -9,256 | -2.09% | Q1 2026 | Apr 22, 2026 |
| Beacon Bank & Trust | History | Added to | 433,764 | 25,830 | 5.3% | 4.37% | 128 | +74,690 | 20.8% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | Added to | 429,850 | 25,597 | 7.89% | 7.25% | 129 | +48,401 | 12.69% | Q1 2026 | Apr 20, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 429,184 | 25,557 | 3.94% | 9.11% | 130 | -661,327 | -60.64% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 416,247 | 24,787 | 0.42% | 1.48% | 131 | -1,072,585 | -72.04% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 414,916 | 24,575 | 0.44% | 0.09% | 132 | +384,079 | 1245.51% | Q1 2026 | May 01, 2026 |
| Gleason Group, Inc. | History | Added to | 412,183 | 24,545 | 2.43% | 2.41% | 133 | +2,507 | 0.61% | Q1 2026 | May 04, 2026 |
| OneAscent Financial Services LLC | History | Added to | 411,482 | 24,503 | 1.33% | 1.84% | 134 | +78,745 | 23.67% | Q1 2026 | Apr 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 406,450 | 24,106 | 0.02% | 0.02% | 135 | -110,250 | -21.34% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 399,966 | 23,817 | 6.25% | 6.09% | 136 | +19,225 | 5.05% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 393,686 | 23,443 | 0.12% | 0.15% | 137 | +25,941 | 7.05% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 391,345 | 23,304 | 0.04% | 0.0% | 138 | +389,475 | 20827.54% | Q1 2026 | May 01, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 389,278 | 23,181 | 0.2% | 0.16% | 139 | +84,903 | 27.89% | Q1 2026 | May 07, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 382,976 | 22,806 | 2.85% | 2.63% | 140 | +32,865 | 9.39% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 382,830 | 22,797 | 0.02% | 0.02% | 141 | +2 | 0.0% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Added to | 376,638 | 22,338 | 1.67% | 1.57% | 142 | +23,341 | 6.61% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 372,918 | 22,117 | 0.38% | 0.35% | 143 | +51,602 | 16.06% | Q1 2026 | May 14, 2026 |
| DORVAL Corp | History | Added to | 369,137 | 21,982 | 6.82% | 5.78% | 144 | +66,845 | 22.11% | Q1 2026 | Apr 22, 2026 |
| United Wealth Management, LLC | History | Added to | 365,624 | 21,772 | 5.41% | 5.64% | 145 | +1,914 | 0.53% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 361,975 | 21,555 | 0.03% | 0.03% | 146 | +47,098 | 14.96% | Q1 2026 | Apr 27, 2026 |
| Mascoma Wealth Management LLC | History | New | 361,188 | 21,508 | 4.45% | — | 147 | +361,188 | New | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 356,975 | 21,257 | 0.03% | 0.04% | 148 | -45,759 | -11.36% | Q1 2026 | May 14, 2026 |
| Whelan Financial | History | New | 356,093 | 21,205 | 6.58% | — | 149 | +356,093 | New | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | Added to | 352,227 | 20,906 | 0.13% | 0.31% | 150 | +43,094 | 13.94% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 347,290 | 20,681 | 1.07% | 1.06% | 151 | +5,852 | 1.71% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Added to | 339,430 | 20,213 | 4.47% | 4.33% | 152 | +17,733 | 5.51% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Added to | 332,302 | 19,788 | 3.68% | 3.51% | 153 | +41,479 | 14.26% | Q1 2026 | Apr 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 331,516 | 19,741 | 3.36% | 3.29% | 154 | +19,631 | 6.29% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 329,140 | 19,600 | 4.4% | 4.29% | 155 | +29,629 | 9.89% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 328,613 | 19,490 | 0.18% | 0.16% | 156 | +82,238 | 33.38% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 325,412 | 19,378 | 0.05% | 0.05% | 157 | +19,311 | 6.31% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 322,385 | 19,198 | 2.44% | 2.51% | 158 | +3,023 | 0.95% | Q1 2026 | Apr 16, 2026 |
| Morling Financial Advisors, LLC | History | New | 313,631 | 18,676 | 5.74% | — | 159 | +313,631 | New | Q1 2026 | May 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 311,135 | 18,528 | 6.33% | 5.86% | 160 | +39,949 | 14.73% | Q1 2026 | Apr 14, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 305,900 | 18,216 | 6.11% | 5.87% | 161 | +12,555 | 4.28% | Q1 2026 | Apr 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 301,532 | 17,956 | 0.9% | 0.84% | 162 | +16,855 | 5.92% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 296,179 | 17,637 | 0.1% | 0.09% | 163 | +46,044 | 18.41% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 295,718 | 17,609 | 1.84% | 1.63% | 164 | +7,650 | 2.66% | Q1 2026 | Apr 27, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 285,766 | 17,017 | 8.11% | 4.5% | 165 | +133,796 | 88.04% | Q1 2026 | May 01, 2026 |
| Hirtle & Co., LLC | History | Added to | 284,135 | 16,920 | 0.58% | 0.04% | 166 | +264,788 | 1368.63% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 283,471 | 16,880 | 1.39% | 0.04% | 167 | +276,294 | 3849.71% | Q1 2026 | May 05, 2026 |
| Roth Financial Partners LLC | History | Reduced | 283,183 | 16,863 | 5.76% | 5.75% | 168 | -7,537 | -2.59% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 281,668 | 16,773 | 0.01% | 0.01% | 169 | +6,366 | 2.31% | Q1 2026 | May 13, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 280,457 | 16,701 | 5.01% | 4.84% | 170 | +18,638 | 7.12% | Q1 2026 | Apr 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 280,416 | 16,698 | 0.12% | 0.13% | 171 | -718 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Longview Financial Advisors LLC | History | Added to | 275,490 | 16,405 | 8.91% | 8.77% | 172 | +10,079 | 3.8% | Q1 2026 | Apr 20, 2026 |
| Enclave Advisors LLC | History | Added to | 274,511 | 16,347 | 2.24% | 0.27% | 173 | +243,279 | 778.94% | Q1 2026 | Apr 13, 2026 |
| Kensington Asset Management, LLC | History | New | 270,146 | 16,087 | 0.88% | — | 174 | +270,146 | New | Q1 2026 | May 21, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 268,378 | 15,981 | 15.99% | 16.97% | 175 | +1,065 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Peirce Capital Management, LLC | History | Added to | 266,200 | 15,852 | 6.2% | 6.05% | 176 | +12,629 | 4.98% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 265,925 | 15,835 | 0.48% | 0.5% | 177 | +37,835 | 16.59% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 260,470 | 15,567 | 1.39% | 1.24% | 178 | +26,080 | 11.13% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 261,055 | 15,545 | 0.01% | 0.01% | 179 | +86,155 | 49.26% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 258,106 | 15,370 | 0.28% | 0.28% | 180 | +3,322 | 1.3% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Added to | 256,358 | 15,266 | 3.16% | 3.03% | 181 | +6,337 | 2.53% | Q1 2026 | May 05, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 256,069 | 15,248 | 5.74% | 5.35% | 182 | +24,853 | 10.75% | Q1 2026 | Apr 21, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 252,676 | 15,046 | 1.09% | 0.96% | 183 | +3,440 | 1.38% | Q1 2026 | Apr 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 246,642 | 14,687 | 8.26% | 8.02% | 184 | +7,520 | 3.14% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 241,315 | 14,370 | 0.02% | 0.02% | 185 | -6,524 | -2.63% | Q1 2026 | May 15, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 240,037 | 14,294 | 2.15% | 2.04% | 186 | +2,855 | 1.2% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 239,804 | 14,280 | 3.97% | 3.8% | 187 | +30,453 | 14.55% | Q1 2026 | Apr 24, 2026 |
| Wealth Analytics Partners, LLC | History | Added to | 239,426 | 14,257 | 5.8% | 5.41% | 188 | +9,119 | 3.96% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 238,271 | 14,189 | 0.39% | 0.36% | 189 | +2,940 | 1.25% | Q1 2026 | Apr 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 231,881 | 13,808 | 0.58% | 0.55% | 190 | +7,834 | 3.5% | Q1 2026 | Apr 29, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 230,881 | 13,748 | 5.59% | 5.0% | 191 | +28,561 | 14.12% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 230,537 | 13,728 | 0.02% | 0.02% | 192 | +21,519 | 10.3% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 229,650 | 13,675 | 0.89% | 0.8% | 193 | +27,542 | 13.63% | Q1 2026 | Apr 28, 2026 |
| CROBAN | History | Added to | 228,227 | 13,588 | 6.39% | 3.56% | 194 | +104,913 | 85.08% | Q1 2026 | May 12, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 226,539 | 13,490 | 3.81% | 3.78% | 195 | +2,962 | 1.32% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | Added to | 224,003 | 13,339 | 4.6% | 4.68% | 196 | +2,362 | 1.07% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 221,793 | 13,208 | 0.1% | 0.18% | 197 | -125,841 | -36.2% | Q1 2026 | Apr 07, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 217,601 | 12,958 | 3.64% | 3.64% | 198 | +4,490 | 2.11% | Q1 2026 | May 01, 2026 |
| Newport Capital Group, LLC | History | Added to | 217,216 | 12,935 | 7.88% | 7.54% | 199 | +11,349 | 5.51% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 214,864 | 12,795 | 0.07% | 0.06% | 200 | +29,857 | 16.14% | Q1 2026 | May 05, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 207,247 | 12,341 | 6.09% | 6.21% | 201 | +1,451 | 0.71% | Q1 2026 | Apr 27, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 201,901 | 12,023 | 7.59% | 7.85% | 202 | +10,304 | 5.38% | Q1 2026 | May 11, 2026 |
| HBE Wealth Management, LLC | History | Added to | 200,527 | 11,941 | 10.41% | 10.43% | 203 | +15,566 | 8.42% | Q1 2026 | Apr 28, 2026 |
| ROGCO, LP | History | Added to | 198,725 | 11,834 | 3.95% | 3.52% | 204 | +21,400 | 12.07% | Q1 2026 | May 04, 2026 |
| Garde Capital, Inc. | History | New | 198,392 | 11,814 | 0.71% | — | 205 | +198,392 | New | Q1 2026 | Apr 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 198,157 | 11,800 | 1.97% | 1.97% | 206 | +5,789 | 3.01% | Q1 2026 | May 01, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 195,020 | 11,613 | 5.46% | 5.56% | 207 | +9,664 | 5.21% | Q1 2026 | Apr 14, 2026 |
| Aspirean Wealth, LLC | History | Added to | 193,155 | 11,502 | 12.49% | 12.33% | 208 | +4,747 | 2.52% | Q1 2026 | May 13, 2026 |
| Financial Architects, LLC | History | Added to | 192,290 | 11,450 | 6.04% | 5.81% | 209 | +11,955 | 6.63% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 191,067 | 11,418 | 0.79% | 0.39% | 210 | +101,774 | 113.98% | Q1 2026 | Apr 29, 2026 |
| Souders Financial Advisors | History | Added to | 188,334 | 11,215 | 1.28% | 1.26% | 211 | +4,511 | 2.45% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 182,455 | 10,865 | 0.0% | — | 212 | +182,455 | New | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Added to | 181,606 | 10,814 | 3.8% | 3.55% | 213 | +10,753 | 6.29% | Q1 2026 | May 04, 2026 |
| Summitas Investment Management LLC | History | New | 176,879 | 10,533 | 8.26% | — | 214 | +176,879 | New | Q1 2026 | May 13, 2026 |
| SimpliFi, Inc. | History | Added to | 176,374 | 10,503 | 4.41% | 4.41% | 215 | +2,583 | 1.49% | Q1 2026 | Apr 22, 2026 |
| Hurley Capital, LLC | History | Added to | 175,937 | 10,477 | 5.61% | 5.6% | 216 | +9,052 | 5.42% | Q1 2026 | May 06, 2026 |
| Marion Wealth Management | History | Added to | 175,114 | 10,428 | 2.31% | 1.4% | 217 | +69,444 | 65.72% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 174,969 | 10,419 | 0.01% | 0.01% | 218 | +4 | 0.0% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 174,913 | 10,410 | 0.06% | 0.06% | 219 | +13,901 | 8.63% | Q1 2026 | May 15, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 174,607 | 10,397 | 3.87% | 4.09% | 220 | -19,128 | -9.87% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 172,782 | 10,258 | 0.57% | 0.57% | 221 | +10,506 | 6.47% | Q1 2026 | May 14, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 171,520 | 10,214 | 1.16% | 0.93% | 222 | +25,900 | 17.79% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 171,179 | 10,193 | 0.03% | 0.03% | 223 | -49,801 | -22.54% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 170,833 | 10,173 | 0.08% | — | 224 | +170,833 | New | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Added to | 170,816 | 10,162 | 6.32% | 6.08% | 225 | +12,617 | 7.98% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 169,581 | 10,098 | 2.3% | 2.19% | 226 | +7,278 | 4.48% | Q1 2026 | Apr 15, 2026 |
| TRB Wealth Management, LLC | History | New | 169,459 | 10,091 | 1.43% | — | 227 | +169,459 | New | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 169,211 | 10,076 | 0.74% | 0.46% | 228 | +65,973 | 63.9% | Q1 2026 | Apr 22, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 166,884 | 9,937 | 6.46% | 6.24% | 229 | +8,021 | 5.05% | Q1 2026 | May 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 165,832 | 9,875 | 6.64% | 6.55% | 230 | +5,529 | 3.45% | Q1 2026 | Apr 16, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 163,042 | 9,709 | 2.78% | 2.74% | 231 | +5,459 | 3.46% | Q1 2026 | Apr 15, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 162,197 | 9,658 | 5.67% | 5.57% | 232 | +7,464 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Belleair Asset Management, LLC | History | Added to | 161,648 | 9,626 | 8.78% | 7.99% | 233 | +21,638 | 15.45% | Q1 2026 | Apr 15, 2026 |
| Prism Planning Partners LLC | History | Added to | 160,992 | 9,587 | 11.34% | 9.71% | 234 | +16,549 | 11.46% | Q1 2026 | May 12, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 159,701 | 9,510 | 3.75% | 3.75% | 235 | -417 | -0.26% | Q1 2026 | Apr 23, 2026 |
| Brickley Wealth Management | History | Added to | 158,497 | 9,438 | 1.62% | 1.56% | 236 | +4,073 | 2.64% | Q1 2026 | May 04, 2026 |
| CacheTech Inc. | History | Reduced | 153,952 | 9,167 | 1.77% | 1.71% | 237 | -291 | -0.19% | Q1 2026 | May 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 152,749 | 9,096 | 0.62% | 0.61% | 238 | +2,969 | 1.98% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 151,037 | 8,994 | 1.03% | 0.78% | 239 | +39,458 | 35.36% | Q1 2026 | Apr 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 150,395 | 8,956 | 5.18% | 5.22% | 240 | +4,010 | 2.74% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 150,330 | 8,952 | 0.02% | 0.01% | 241 | +43,148 | 40.26% | Q1 2026 | Apr 22, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 148,719 | 8,856 | 6.99% | 6.72% | 242 | +6,619 | 4.66% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 144,145 | 8,583 | 0.01% | 0.0% | 243 | +55,256 | 62.16% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 143,193 | 8,527 | 0.04% | 0.05% | 244 | -20,713 | -12.64% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 142,754 | 8,501 | 0.1% | 0.09% | 245 | +4,963 | 3.6% | Q1 2026 | May 13, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 140,848 | 8,441 | 8.11% | 8.11% | 246 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Adams Wealth Management | History | Added to | 141,247 | 8,411 | 1.85% | 1.8% | 247 | +857 | 0.61% | Q1 2026 | May 11, 2026 |
| Tillman Hartley LLC | History | Reduced | 139,684 | 8,318 | 2.09% | 2.16% | 248 | -3,605 | -2.52% | Q1 2026 | May 08, 2026 |
| Constellation Investments, Inc. | History | Reduced | 139,000 | 8,277 | 0.27% | 0.27% | 249 | -5,000 | -3.47% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 138,099 | 8,225 | 0.06% | 0.06% | 250 | +14,531 | 11.76% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 137,851 | 8,209 | 0.42% | 0.42% | 251 | +6,741 | 5.14% | Q1 2026 | Apr 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 137,007 | 8,158 | 0.97% | 0.92% | 252 | +4,825 | 3.65% | Q1 2026 | Apr 21, 2026 |
| ATX Financial Planning, LLC | History | Added to | 136,142 | 8,107 | 6.16% | 1.56% | 253 | +102,307 | 302.37% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 132,517 | 7,891 | 0.03% | 0.04% | 254 | -18,478 | -12.24% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 126,097 | 7,673 | 0.04% | 0.02% | 255 | +47,775 | 61.0% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 128,025 | 7,623 | 0.13% | 0.12% | 256 | +12,161 | 10.5% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 127,212 | 7,575 | 0.0% | 0.0% | 257 | +18,056 | 16.54% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 124,652 | 7,423 | 0.05% | 0.04% | 258 | +12,020 | 10.67% | Q1 2026 | May 05, 2026 |
| CWC Advisors, LLC. | History | Added to | 124,198 | 7,395 | 3.52% | 3.5% | 259 | +3,070 | 2.53% | Q1 2026 | Apr 16, 2026 |
| BluePrint Investing LLC | History | Added to | 123,836 | 7,374 | 5.87% | 5.44% | 260 | +9,748 | 8.54% | Q1 2026 | Apr 22, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 123,386 | 7,347 | 1.5% | 1.41% | 261 | +6,532 | 5.59% | Q1 2026 | May 05, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 121,022 | 7,206 | 2.68% | 1.75% | 262 | +40,024 | 49.41% | Q1 2026 | Apr 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 118,240 | 7,041 | 0.01% | 0.01% | 263 | +8,150 | 7.4% | Q1 2026 | May 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 116,468 | 6,935 | 2.79% | 2.71% | 264 | -6,058 | -4.94% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 115,115 | 6,855 | 0.36% | 0.29% | 265 | +3,870 | 3.48% | Q1 2026 | Apr 28, 2026 |
| Axos Invest Inc. | History | Reduced | 114,398 | 6,812 | 5.15% | 5.14% | 266 | -2,299 | -1.97% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 114,075 | 6,793 | 0.78% | 0.84% | 267 | -11,650 | -9.27% | Q1 2026 | May 11, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 113,241 | 6,743 | 2.44% | 2.44% | 268 | +2,609 | 2.36% | Q1 2026 | May 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 112,366 | 6,691 | 3.45% | 3.42% | 269 | +974 | 0.87% | Q1 2026 | Apr 10, 2026 |
| Altiora Financial Group, LLC | History | Added to | 112,028 | 6,671 | 1.1% | 0.49% | 270 | +64,494 | 135.68% | Q1 2026 | May 08, 2026 |
| Brucke Financial, Inc. | History | Reduced | 111,632 | 6,647 | 3.37% | 3.99% | 271 | -10,257 | -8.42% | Q1 2026 | Apr 10, 2026 |
| Downshift Financial, LLC | History | Added to | 110,799 | 6,585 | 3.41% | 3.97% | 272 | +3,412 | 3.18% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 110,440 | 6,576 | 0.12% | 0.12% | 273 | +2,976 | 2.77% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 110,419 | 6,575 | 1.48% | 1.68% | 274 | -6,290 | -5.39% | Q1 2026 | Apr 08, 2026 |
| First Affirmative Financial Network | History | New | 109,307 | 6,509 | 2.53% | — | 275 | +109,307 | New | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 108,693 | 6,472 | 0.06% | 0.05% | 276 | +34,067 | 45.65% | Q1 2026 | May 12, 2026 |
| Lauer Wealth, LLC | History | Added to | 106,005 | 6,306 | 5.02% | 4.51% | 277 | +4,634 | 4.57% | Q1 2026 | Apr 13, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 105,748 | 6,297 | 1.75% | 1.01% | 278 | +42,737 | 67.82% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 105,300 | 6,270 | 0.0% | — | 279 | +105,300 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 102,067 | 6,078 | 0.17% | 0.35% | 280 | -124,682 | -54.99% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | Added to | 101,298 | 6,032 | 0.99% | 0.84% | 281 | +13,275 | 15.08% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 100,649 | 6,031 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 97,636 | 5,814 | 0.84% | 0.73% | 283 | +13,338 | 15.82% | Q1 2026 | May 13, 2026 |
| PEOPLES BANK /OH | History | Reduced | 97,581 | 5,810 | 3.57% | 3.63% | 284 | -39 | -0.04% | Q1 2026 | Apr 24, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 97,349 | 5,797 | 1.99% | 1.8% | 285 | +9,371 | 10.65% | Q1 2026 | Apr 01, 2026 |
| JDH Wealth Management, LLC | History | Added to | 96,963 | 5,774 | 3.89% | 3.49% | 286 | +11,946 | 14.05% | Q1 2026 | Apr 16, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 96,879 | 5,769 | 3.31% | 2.38% | 287 | +20,650 | 27.09% | Q1 2026 | Apr 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 96,439 | 5,742 | 2.31% | 2.24% | 288 | +5,025 | 5.5% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 96,000 | 5,716 | 0.01% | — | 289 | +96,000 | New | Q1 2026 | May 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 95,400 | 5,681 | 1.72% | 1.66% | 290 | +2,663 | 2.87% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Reduced | 94,863 | 5,669 | 0.08% | 0.11% | 291 | -493 | -0.52% | Q1 2026 | Apr 20, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 93,932 | 5,593 | 3.9% | 3.53% | 292 | +13,104 | 16.21% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 93,673 | 5,578 | 0.09% | 0.09% | 293 | +22,872 | 32.3% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 92,619 | 5,515 | 0.19% | 0.19% | 294 | +1,369 | 1.5% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 92,114 | 5,485 | 0.08% | 0.08% | 295 | +4,853 | 5.56% | Q1 2026 | May 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 90,462 | 5,386 | 1.61% | 1.53% | 296 | +6,588 | 7.85% | Q1 2026 | Apr 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 90,368 | 5,381 | 0.26% | 0.21% | 297 | +16,214 | 21.87% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 89,882 | 5,352 | 0.02% | 0.08% | 298 | -289,038 | -76.28% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 89,729 | 5,343 | 0.78% | 0.94% | 299 | +4,993 | 5.89% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 89,529 | 5,331 | 4.89% | 4.7% | 300 | +5,939 | 7.1% | Q1 2026 | May 08, 2026 |