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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 88,414,545 | 5,214,689 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 78,539,160 | 4,647,162 | 0.26% | 0.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 25,562,812 | 1,507,694 | 3.6% | 3.6% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 23,677,846 | 1,396,519 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Employees Retirement System of Texas | History | No change | 23,386,000 | 1,379,306 | 10.96% | 10.96% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 21,003,636 | 1,238,794 | 0.72% | 0.72% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 20,007,805 | 1,180,060 | 11.15% | 11.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 15,151,246 | 893,620 | 0.92% | 0.92% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 14,305,631 | 843,746 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,900,000 | 589,545 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,601,130 | 566,282 | 4.8% | 4.8% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEPC LLC | History | No change | 8,475,832 | 499,904 | 9.33% | 9.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,689,898 | 394,570 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MASECO LLP | History | No change | 6,671,234 | 393,369 | 11.06% | 11.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,617,220 | 388,566 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 6,536,465 | 385,520 | 4.04% | 4.04% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 6,509,112 | 384,205 | 1.13% | 1.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 6,332,861 | 373,512 | 5.39% | 5.39% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 5,162,594 | 304,489 | 0.37% | 0.37% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,972,430 | 293,273 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT, LLC | History | No change | 4,902,356 | 289,140 | 4.62% | 4.62% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 4,196,999 | 247,539 | 3.25% | 3.25% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 3,794,788 | 223,816 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,566,775 | 210,368 | 2.23% | 2.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 3,352,042 | 198,340 | 2.54% | 2.54% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 3,347,771 | 197,451 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,338,006 | 196,875 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,279,242 | 193,409 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 3,093,781 | 182,471 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 2,804,026 | 165,381 | 4.4% | 4.4% | 30 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Financial Services, Inc. | History | No change | 2,797,607 | 165,002 | 7.23% | 7.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,756,549 | 162,581 | 6.41% | 6.41% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corient Private Wealth LP | History | No change | 2,546,562 | 150,649 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bangor Savings Bank | History | No change | 2,296,384 | 135,440 | 9.96% | 9.96% | 34 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,936,951 | 114,241 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,948,930 | 114,129 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST INTERSTATE BANK | History | No change | 1,927,652 | 113,692 | 5.93% | 5.93% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,895,511 | 111,797 | 2.17% | 2.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 1,813,821 | 106,979 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,734,316 | 93,279 | 1.97% | 1.97% | 40 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,578,346 | 93,090 | 1.46% | 1.46% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 1,572,298 | 92,734 | 0.93% | 0.93% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,543,283 | 91,022 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BURNEY CO/ | History | No change | 1,522,975 | 89,825 | 2.42% | 2.42% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,489,697 | 87,862 | 1.54% | 1.54% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,439,692 | 84,913 | 1.01% | 1.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,374,152 | 81,047 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,360,880 | 80,264 | 2.42% | 2.42% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Miller Investment Management, LP | History | No change | 1,300,506 | 76,703 | 7.01% | 7.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,288,716 | 76,008 | 7.73% | 7.73% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Retirement Systems of Alabama | History | No change | 1,275,570 | 75,233 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Penserra Capital Management LLC | History | No change | 1,230,388 | 72,568 | 0.56% | 0.56% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cliffwater LLC | History | No change | 1,200,527 | 70,807 | 17.63% | 17.63% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,186,483 | 69,979 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,186,491 | 69,979 | 3.96% | 3.96% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 1,180,006 | 69,596 | 9.18% | 9.18% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LIBRA WEALTH LLC | History | No change | 1,092,189 | 64,417 | 16.47% | 16.47% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,067,286 | 62,948 | 0.83% | 0.83% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 1,026,225 | 60,526 | 5.15% | 5.15% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 997,614 | 58,839 | 0.71% | 0.71% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 992,735 | 58,551 | 4.76% | 4.76% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 987,030 | 58,215 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 974,352 | 57,467 | 4.36% | 4.36% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 942,378 | 55,581 | 6.92% | 6.92% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vident Advisory, LLC | History | No change | 917,662 | 54,123 | 0.39% | 0.39% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 911,958 | 53,787 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ADVISERS INC | History | No change | 908,764 | 53,598 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | No change | 906,409 | 53,460 | 5.18% | 5.18% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oakworth Capital, Inc. | History | No change | 851,504 | 50,098 | 2.38% | 2.38% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 842,326 | 49,680 | 5.75% | 5.75% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 814,571 | 48,043 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 799,263 | 47,140 | 2.49% | 2.49% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 785,893 | 46,351 | 0.58% | 0.58% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova R Wealth, Inc. | History | No change | 777,537 | 45,859 | 13.38% | 13.38% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 776,955 | 45,824 | 2.82% | 2.82% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 776,899 | 45,822 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 773,476 | 45,619 | 0.57% | 0.57% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 772,897 | 45,585 | 2.17% | 2.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 764,919 | 45,114 | 0.15% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 748,612 | 44,153 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 731,329 | 43,133 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 723,935 | 42,697 | 3.38% | 3.38% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portland Global Advisors LLC | History | No change | 695,107 | 40,997 | 3.9% | 3.9% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MilWealth Group LLC | History | No change | 686,632 | 40,497 | 8.64% | 8.64% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 673,161 | 39,703 | 1.4% | 1.4% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 670,080 | 39,521 | 2.29% | 2.29% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 664,050 | 39,277 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | No change | 664,284 | 39,179 | 5.49% | 5.49% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 655,795 | 38,678 | 9.37% | 9.37% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 649,981 | 38,335 | 11.54% | 11.54% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BSW Wealth Partners | History | No change | 625,686 | 36,902 | 4.1% | 4.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 621,416 | 36,651 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dakota Wealth Management | History | No change | 612,868 | 36,146 | 0.69% | 0.69% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 607,217 | 35,813 | 7.03% | 7.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Evergreen Advisors, LLC | History | No change | 601,308 | 35,465 | 7.57% | 7.57% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Permanent Capital Management, LP | History | No change | 600,884 | 35,440 | 4.75% | 4.75% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathway Financial Advisors LLC | History | No change | 597,935 | 35,158 | 4.1% | 4.1% | 97 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 588,188 | 34,720 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emprise Bank | History | No change | 576,131 | 33,980 | 12.52% | 12.52% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | No change | 575,908 | 33,967 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 571,005 | 33,677 | 15.81% | 15.81% | 101 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 556,923 | 32,847 | 0.39% | 0.39% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 555,123 | 32,741 | 1.1% | 1.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 544,151 | 32,094 | 0.15% | 0.15% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 532,352 | 31,398 | 0.36% | 0.36% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roundview Capital LLC | History | No change | 530,707 | 31,301 | 1.71% | 1.71% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PROFFITT & GOODSON INC | History | No change | 529,624 | 31,237 | 4.29% | 4.29% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 520,070 | 30,673 | 0.27% | 0.27% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 513,682 | 30,296 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 508,860 | 30,012 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 502,096 | 29,613 | 1.91% | 1.91% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 502,082 | 29,612 | 0.3% | 0.3% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 500,299 | 29,507 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 496,479 | 29,282 | 9.79% | 9.79% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 490,490 | 28,929 | 0.2% | 0.2% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 3EDGE Asset Management, LP | History | No change | 489,605 | 28,876 | 1.29% | 1.29% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 488,912 | 28,836 | 1.24% | 1.24% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 486,707 | 28,798 | 0.94% | 0.94% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 484,140 | 28,554 | 6.07% | 6.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 482,241 | 28,442 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 475,864 | 28,066 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | No change | 473,445 | 27,923 | 2.23% | 2.23% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 476,333 | 27,817 | 0.46% | 0.46% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 476,333 | 27,817 | 0.46% | 0.46% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arista Wealth Management, LLC | History | No change | 467,858 | 27,594 | 2.98% | 2.98% | 125 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | No change | 467,058 | 27,547 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 464,632 | 27,403 | 0.55% | 0.55% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 25 LLC | History | No change | 455,811 | 26,883 | 7.36% | 7.36% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 441,994 | 26,068 | 1.86% | 1.86% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Bank & Trust | History | No change | 440,147 | 25,959 | 4.95% | 4.95% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kensington Asset Management, LLC | History | No change | 435,894 | 25,709 | 1.4% | 1.4% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jordan Park Group LLC | History | No change | 430,584 | 25,395 | 1.29% | 1.29% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 421,015 | 24,831 | 2.81% | 2.81% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 412,992 | 24,358 | 5.65% | 5.65% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 410,947 | 24,237 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mascoma Wealth Management LLC | History | No change | 404,935 | 23,883 | 4.43% | 4.43% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 400,131 | 23,599 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 394,346 | 23,258 | 0.22% | 0.22% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 382,849 | 22,580 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 381,850 | 22,521 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DORVAL Corp | History | No change | 380,281 | 22,428 | 6.45% | 6.45% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hirtle & Co., LLC | History | No change | 373,645 | 22,037 | 0.72% | 0.72% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whelan Financial | History | No change | 373,581 | 22,033 | 6.0% | 6.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| United Wealth Management, LLC | History | No change | 366,726 | 21,629 | 4.87% | 4.87% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gleason Group, Inc. | History | No change | 366,110 | 21,593 | 1.88% | 1.88% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hilton Capital Management, LLC | History | No change | 365,446 | 21,554 | 1.47% | 1.47% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAYPORT, LLC | History | No change | 361,424 | 21,316 | 3.31% | 3.31% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 356,884 | 21,049 | 4.5% | 4.5% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 345,954 | 20,404 | 3.08% | 3.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Roth Financial Partners LLC | History | No change | 334,148 | 19,708 | 5.86% | 5.86% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Net Worth Advisory Group | History | No change | 330,825 | 19,512 | 4.92% | 4.92% | 151 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 326,090 | 19,232 | 5.9% | 5.9% | 152 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 322,771 | 19,037 | 0.15% | 0.15% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 320,863 | 18,924 | 3.74% | 3.74% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morling Financial Advisors, LLC | History | No change | 320,043 | 18,876 | 5.24% | 5.24% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortoise Investment Management, LLC | History | No change | 319,219 | 18,827 | 1.4% | 1.4% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 318,766 | 18,801 | 2.03% | 2.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WBH ADVISORY INC | History | No change | 318,063 | 18,759 | 1.26% | 1.26% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arbor Wealth Management LLC\AZ | History | No change | 315,769 | 18,624 | 16.55% | 16.55% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 315,717 | 18,620 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Souders Financial Advisors | History | No change | 314,204 | 18,531 | 1.86% | 1.86% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hassell Wealth Management, LLC | History | No change | 313,156 | 18,325 | 5.62% | 5.62% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 308,356 | 18,187 | 0.81% | 0.81% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 306,550 | 17,994 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 301,191 | 17,764 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 299,214 | 17,647 | 7.38% | 7.38% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aurdan Capital Management, LLC | History | No change | 298,048 | 17,578 | 4.46% | 4.46% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 296,578 | 17,492 | 1.71% | 1.71% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 287,897 | 16,980 | 0.72% | 0.72% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Longview Financial Advisors LLC | History | No change | 287,129 | 16,934 | 8.37% | 8.37% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kings Path Partners LLC | History | No change | 284,280 | 16,766 | 4.46% | 4.46% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Friday Financial | History | No change | 282,864 | 16,578 | 4.44% | 4.44% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 277,019 | 16,339 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 273,482 | 16,129 | 15.27% | 15.27% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vernal Point Advisors, LLC | History | No change | 272,570 | 16,076 | 5.43% | 5.43% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 269,897 | 15,842 | 1.3% | 1.3% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 268,603 | 15,842 | 0.74% | 0.74% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aerodigm Wealth, LLC | History | No change | 266,914 | 15,742 | 5.32% | 5.32% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 266,511 | 15,718 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 262,929 | 15,507 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peirce Capital Management, LLC | History | No change | 262,383 | 15,475 | 5.67% | 5.67% | 181 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 257,240 | 15,172 | 0.99% | 0.99% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HOWE & RUSLING INC | History | No change | 256,842 | 15,148 | 0.88% | 0.88% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 256,575 | 15,132 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 257,190 | 15,122 | 1.01% | 1.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Squire Investment Management Company, LLC | History | No change | 256,311 | 15,117 | 3.64% | 3.64% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 252,978 | 14,920 | 2.03% | 2.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 250,582 | 14,779 | 0.71% | 0.71% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 247,096 | 14,573 | 0.49% | 0.49% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 248,106 | 14,526 | 5.27% | 5.27% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Newport Capital Group, LLC | History | No change | 244,928 | 14,445 | 8.11% | 8.11% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Security Financial Services, INC. | History | No change | 243,212 | 14,344 | 1.99% | 1.99% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 242,809 | 14,320 | 3.74% | 3.74% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 238,993 | 14,095 | 3.48% | 3.48% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 236,216 | 13,932 | 0.36% | 0.36% | 195 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 236,197 | 13,930 | 2.65% | 2.65% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 233,381 | 13,764 | 0.54% | 0.54% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CROBAN | History | No change | 231,680 | 13,661 | 6.02% | 6.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 229,545 | 13,538 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 228,956 | 13,503 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 218,445 | 12,883 | 7.36% | 7.36% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 217,275 | 12,814 | 5.94% | 5.94% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspirean Wealth, LLC | History | No change | 216,086 | 12,744 | 11.84% | 11.84% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 215,518 | 12,711 | 4.95% | 4.95% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 215,342 | 12,700 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBE Wealth Management, LLC | History | No change | 213,462 | 12,590 | 9.04% | 9.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Noble Wealth Partners LLC | History | No change | 210,630 | 12,422 | 10.79% | 10.79% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROGCO, LP | History | No change | 209,038 | 12,329 | 3.77% | 3.77% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Garde Capital, Inc. | History | No change | 205,494 | 12,120 | 0.54% | 0.54% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marion Wealth Management | History | No change | 203,139 | 11,981 | 2.44% | 2.44% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Architects, LLC | History | No change | 199,845 | 11,786 | 5.65% | 5.65% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 193,960 | 11,439 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 187,843 | 11,078 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Five Pine Wealth Management | History | No change | 185,298 | 10,928 | 6.18% | 6.18% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 182,835 | 10,783 | 2.76% | 2.76% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 181,965 | 10,732 | 2.14% | 2.14% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 181,517 | 10,702 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Providence First Trust Co | History | No change | 181,161 | 10,684 | 2.99% | 2.99% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SimpliFi, Inc. | History | No change | 179,233 | 10,571 | 4.18% | 4.18% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hughes Financial Services, LLC | History | No change | 179,076 | 10,561 | 1.4% | 1.4% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hurley Capital, LLC | History | No change | 177,819 | 10,487 | 5.43% | 5.43% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 177,764 | 10,484 | 1.11% | 1.11% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 177,546 | 10,471 | 3.6% | 3.6% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRB Wealth Management, LLC | History | No change | 177,521 | 10,470 | 1.39% | 1.39% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambria Investment Management, L.P. | History | No change | 177,540 | 10,437 | 0.52% | 0.52% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 174,652 | 10,300 | 0.69% | 0.69% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 173,475 | 10,231 | 5.86% | 5.86% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 169,875 | 10,116 | 0.41% | 0.41% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brickley Wealth Management | History | No change | 171,031 | 10,087 | 1.45% | 1.45% | 229 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prism Planning Partners LLC | History | No change | 169,001 | 9,967 | 10.55% | 10.55% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 168,805 | 9,956 | 0.57% | 0.57% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 166,625 | 9,827 | 5.4% | 5.4% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 165,000 | 9,731 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belleair Asset Management, LLC | History | No change | 162,790 | 9,601 | 8.08% | 8.08% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 161,013 | 9,496 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 156,096 | 9,206 | 6.83% | 6.83% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tillman Hartley LLC | History | No change | 155,710 | 9,183 | 2.06% | 2.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sellwood Investment Partners LLC | History | No change | 155,266 | 9,157 | 3.23% | 3.23% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 155,081 | 9,146 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 153,666 | 9,063 | 0.92% | 0.92% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 153,434 | 9,049 | 4.82% | 4.82% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summitas Investment Management LLC | History | No change | 153,310 | 9,042 | 6.72% | 6.72% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 149,712 | 8,829 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 149,448 | 8,814 | 0.91% | 0.91% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 146,365 | 8,632 | 0.39% | 0.39% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 145,996 | 8,610 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altiora Financial Group, LLC | History | No change | 145,256 | 8,567 | 1.35% | 1.35% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 144,895 | 8,545 | 5.74% | 5.74% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 144,585 | 8,527 | 4.03% | 4.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 140,399 | 8,280 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 138,300 | 8,157 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisory Group LLC | History | No change | 135,920 | 8,016 | 0.43% | 0.43% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Solutions Group, LLC | History | No change | 135,285 | 7,979 | 2.71% | 2.71% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 133,732 | 7,888 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 131,880 | 7,778 | 0.08% | 0.08% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWC Advisors, LLC. | History | No change | 125,048 | 7,375 | 3.27% | 3.27% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Advisors Network LLC | History | No change | 124,028 | 7,315 | 0.34% | 0.34% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 123,496 | 7,283 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 123,116 | 7,261 | 2.3% | 2.3% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 122,207 | 7,207 | 1.45% | 1.45% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DWM Financial Group, Inc. | History | No change | 120,240 | 7,205 | 6.42% | 6.42% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BluePrint Investing LLC | History | No change | 121,507 | 7,166 | 5.36% | 5.36% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 119,204 | 7,030 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Professional Financial Management, Inc. | History | No change | 119,119 | 7,025 | 7.12% | 7.12% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 118,021 | 6,960 | 1.82% | 1.82% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PYA Waltman Capital, LLC | History | No change | 117,824 | 6,949 | 1.65% | 1.65% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brucke Financial, Inc. | History | No change | 117,341 | 6,920 | 3.07% | 3.07% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Constellation Investments, Inc. | History | No change | 115,509 | 6,812 | 0.21% | 0.21% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 115,788 | 6,786 | 3.22% | 3.22% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 113,746 | 6,708 | 0.22% | 0.22% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATX Financial Planning, LLC | History | No change | 113,411 | 6,688 | 4.43% | 4.43% | 271 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Capstone Wealth Management, LLC | History | No change | 111,806 | 6,594 | 3.06% | 3.06% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 111,489 | 6,575 | 3.04% | 3.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 111,330 | 6,566 | 0.22% | 0.22% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buska Wealth Management, LLC | History | No change | 110,787 | 6,534 | 2.36% | 2.36% | 275 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fermata Advisors, LLC | History | No change | 108,715 | 6,412 | 1.3% | 1.3% | 276 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 107,526 | 6,341 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 105,994 | 6,251 | 2.27% | 2.27% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 105,738 | 6,236 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 105,501 | 6,222 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axos Invest Inc. | History | No change | 105,408 | 6,216 | 4.55% | 4.55% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDH Wealth Management, LLC | History | No change | 104,682 | 6,174 | 3.76% | 3.76% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 103,384 | 6,097 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMART Wealth LLC | History | No change | 101,787 | 6,003 | 1.29% | 1.29% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 101,751 | 6,001 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 101,419 | 5,981 | 0.26% | 0.26% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 99,922 | 5,893 | 0.38% | 0.38% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 99,437 | 5,864 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hickory Point Bank & Trust | History | Added to | 102,861 | 5,828 | 3.5% | 2.77% | 290 | +25,490 | 32.95% | Q3 2026 | Oct 01, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 98,826 | 5,828 | 0.17% | 0.17% | 289 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Merit Financial Group, LLC | History | No change | 98,008 | 5,780 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 98,009 | 5,780 | 5.0% | 5.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 97,063 | 5,724 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 96,739 | 5,705 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 95,960 | 5,659 | 0.92% | 0.92% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 95,176 | 5,613 | 0.07% | 0.07% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 95,157 | 5,612 | 0.08% | 0.08% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEOPLES BANK /OH | History | No change | 95,094 | 5,608 | 2.88% | 2.88% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 94,943 | 5,599 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 93,651 | 5,523 | 0.57% | 0.57% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |