VANGUARD SCOTTSDALE FUNDS - VGSH
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 | 51,830,651 | 3,031,574 | 0.19% | 0.16% | 1 | +7,558,690 | 17.07% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 27,795,731 | 1,627,162 | 0.1% | 0.08% | 2 | +4,026,070 | 16.94% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,529,094 | 674,913 | 0.05% | 0.04% | 3 | +1,124,185 | 10.8% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,154,088 | 594,420 | 0.93% | 0.82% | 4 | +1,195,456 | 13.34% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,786,540 | 514,364 | 0.06% | 0.04% | 5 | +3,318,608 | 60.69% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,965,601 | 466,306 | 0.06% | 0.06% | 6 | -459,774 | -5.46% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 6,384,245 | 373,733 | 0.06% | 0.02% | 7 | +3,868,882 | 153.81% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 5,832,672 | 341,444 | 7.36% | 10.47% | 8 | -2,246,145 | -27.8% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,686,535 | 332,889 | 0.06% | 0.04% | 9 | +1,929,878 | 51.37% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,265,965 | 308,269 | 0.44% | 0.41% | 10 | +435,051 | 9.01% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 5,100,961 | 298,610 | 3.27% | 2.44% | 11 | +1,299,307 | 34.18% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,867,688 | 284,954 | 4.59% | 4.69% | 12 | +135,541 | 2.86% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,480,376 | 262,281 | 0.07% | 0.06% | 13 | +979,775 | 27.99% | Q1 2026 | May 06, 2026 |
| STATE STREET CORP | History | No change | 4,400,000 | 257,576 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,066,826 | 238,072 | 0.06% | 0.06% | 15 | +820,447 | 25.27% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,600,561 | 210,776 | 0.06% | 0.06% | 16 | +178,126 | 5.2% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,192,770 | 186,981 | 0.04% | 0.05% | 17 | -233,766 | -6.82% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Added to | 3,092,443 | 181,031 | 15.95% | 0.01% | 18 | +3,090,718 | 179172.06% | Q1 2026 | Apr 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 2,917,104 | 170,767 | 6.43% | 6.35% | 19 | +17,175 | 0.59% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,779,808 | 162,729 | 2.34% | 2.41% | 20 | +226,705 | 8.88% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,481,150 | 145,247 | 0.03% | 0.02% | 21 | +227,579 | 10.1% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,437,710 | 142,659 | 0.2% | 0.17% | 22 | +203,716 | 9.12% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,434,252 | 142,501 | 0.06% | 0.02% | 23 | +1,549,298 | 175.07% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,283,713 | 133,688 | 1.13% | 1.41% | 24 | -503,061 | -18.05% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,240,609 | 131,165 | 1.56% | 1.31% | 25 | +266,043 | 13.47% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 2,162,215 | 126,576 | 0.43% | 0.64% | 26 | -1,227,661 | -36.22% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | Added to | 2,126,368 | 124,479 | 5.42% | 5.26% | 27 | +99,449 | 4.91% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,070,258 | 121,192 | 2.51% | 2.24% | 28 | +277,650 | 15.49% | Q1 2026 | Apr 27, 2026 |
| NEPC LLC | History | No change | 1,993,299 | 116,687 | 2.32% | 2.49% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,902,776 | 111,390 | 0.12% | 0.12% | 30 | -7,887 | -0.41% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 1,885,493 | 110,376 | 0.62% | 0.6% | 31 | +119,920 | 6.79% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,767,504 | 103,472 | 0.15% | 0.13% | 32 | +301,733 | 20.59% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 1,736,049 | 101,628 | 1.16% | 1.0% | 33 | +235,199 | 15.67% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 1,673,967 | 97,994 | 1.55% | 1.15% | 34 | +471,874 | 39.25% | Q1 2026 | May 13, 2026 |
| Miller Investment Management, LP | History | Added to | 1,673,914 | 97,990 | 9.73% | 8.51% | 35 | +190,524 | 12.84% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,644,677 | 96,279 | 0.25% | 0.15% | 36 | +604,400 | 58.1% | Q1 2026 | May 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 1,537,458 | 90,002 | 5.79% | 4.0% | 37 | +458,804 | 42.53% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 1,481,747 | 86,741 | 0.1% | 0.09% | 38 | +108,901 | 7.93% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,442,644 | 84,452 | 0.45% | 0.54% | 39 | +137,445 | 10.53% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,365,541 | 79,938 | 0.98% | 1.06% | 40 | -34,490 | -2.46% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 1,363,191 | 79,801 | 0.05% | 0.06% | 41 | -106,883 | -7.27% | Q1 2026 | May 12, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,331,529 | 77,947 | 1.57% | 1.54% | 42 | +28,991 | 2.23% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Added to | 1,324,856 | 77,557 | 4.41% | 4.2% | 43 | +58,687 | 4.64% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 1,260,898 | 73,812 | 0.88% | 0.98% | 44 | -87,353 | -6.48% | Q1 2026 | May 01, 2026 |
| Oak Harvest Investment Services | History | Added to | 1,227,277 | 71,844 | 7.5% | 6.11% | 45 | +273,755 | 28.71% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,216,871 | 71,238 | 1.95% | 2.08% | 46 | -84,491 | -6.49% | Q1 2026 | May 14, 2026 |
| MAYPORT, LLC | History | Added to | 1,205,223 | 70,553 | 13.12% | 12.93% | 47 | +112,191 | 10.26% | Q1 2026 | Apr 21, 2026 |
| WIT, LLC | History | New | 1,189,666 | 69,643 | 1.31% | — | 48 | +1,189,666 | New | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Reduced | 1,165,925 | 68,194 | 2.96% | 3.54% | 49 | -162,784 | -12.25% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,150,169 | 67,330 | 1.16% | 1.16% | 50 | +43,422 | 3.92% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,140,697 | 66,776 | 0.52% | 0.04% | 51 | +1,052,413 | 1192.08% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,135,860 | 66,493 | 0.97% | 0.11% | 52 | +1,010,426 | 805.54% | Q1 2026 | Apr 17, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,096,947 | 64,215 | 0.43% | 0.46% | 53 | -28,957 | -2.57% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,067,888 | 62,514 | 0.08% | 0.09% | 54 | -40,784 | -3.68% | Q1 2026 | Apr 27, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 1,061,040 | 62,113 | 10.92% | 11.34% | 55 | +29,256 | 2.84% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 1,051,879 | 61,576 | 14.18% | 12.97% | 56 | +102,059 | 10.75% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,028,572 | 60,212 | 0.01% | 0.0% | 57 | +927,477 | 917.43% | Q1 2026 | May 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 1,009,460 | 59,093 | 10.42% | 10.18% | 58 | +60,308 | 6.35% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 1,007,296 | 58,967 | 0.06% | 0.06% | 59 | +74,124 | 7.94% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 979,118 | 57,317 | 1.78% | 2.32% | 60 | -222,774 | -18.54% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Added to | 969,208 | 56,737 | 3.87% | 4.31% | 61 | +97,655 | 11.2% | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 935,053 | 54,738 | 0.88% | 0.0% | 62 | +931,530 | 26441.39% | Q1 2026 | Apr 27, 2026 |
| Portland Global Advisors LLC | History | Added to | 866,281 | 50,712 | 5.41% | 5.13% | 63 | +52,275 | 6.42% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Added to | 864,813 | 50,626 | 1.51% | 1.45% | 64 | +49,914 | 6.13% | Q1 2026 | Apr 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 851,443 | 49,843 | 20.85% | 21.34% | 65 | +27,695 | 3.36% | Q1 2026 | May 07, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 842,394 | 49,313 | 13.52% | 14.79% | 66 | -62,954 | -6.95% | Q1 2026 | Apr 28, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 842,298 | 49,308 | 9.7% | 9.39% | 67 | +36,279 | 4.5% | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 838,252 | 49,071 | 2.96% | 2.81% | 68 | +22,035 | 2.7% | Q1 2026 | May 01, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 769,442 | 45,043 | 3.38% | 2.24% | 69 | +286,940 | 59.47% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | New | 763,790 | 44,712 | 2.51% | — | 70 | +763,790 | New | Q1 2026 | May 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 740,507 | 43,349 | 5.99% | — | 71 | +740,507 | New | Q1 2026 | Apr 16, 2026 |
| VANGUARD ADVISERS INC | History | New | 732,573 | 42,884 | 0.17% | — | 72 | +732,573 | New | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 723,029 | 42,323 | 0.05% | 0.05% | 73 | +44,460 | 6.55% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 717,884 | 42,024 | 0.15% | 0.16% | 74 | -13,643 | -1.87% | Q1 2026 | May 13, 2026 |
| American Money Management, LLC | History | Added to | 696,632 | 40,780 | 6.45% | 6.21% | 75 | +23,593 | 3.51% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 688,684 | 40,446 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 690,209 | 40,404 | 5.04% | 5.03% | 77 | +7,745 | 1.13% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 661,171 | 38,704 | 2.6% | 2.14% | 78 | +123,072 | 22.87% | Q1 2026 | Apr 10, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 650,445 | 38,077 | 5.52% | 3.65% | 79 | +247,206 | 61.31% | Q1 2026 | May 11, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 639,260 | 37,422 | 8.41% | 8.18% | 80 | +19,449 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 637,238 | 37,303 | 5.87% | 5.42% | 81 | +54,882 | 9.42% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 630,940 | 36,935 | 0.62% | 0.6% | 82 | +17,610 | 2.87% | Q1 2026 | Apr 21, 2026 |
| Beacon Bank & Trust | History | Added to | 620,644 | 36,332 | 7.45% | 7.25% | 83 | +12,053 | 1.98% | Q1 2026 | Apr 28, 2026 |
| Johns Hopkins University | History | No change | 616,877 | 36,111 | 2.62% | 2.64% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 608,779 | 35,637 | 0.06% | 0.06% | 85 | +432 | 0.07% | Q1 2026 | May 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 608,248 | 35,606 | 6.18% | 6.17% | 86 | +15,188 | 2.56% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 605,958 | 35,472 | 0.61% | 0.58% | 87 | +48,067 | 8.62% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 601,990 | 35,240 | 0.02% | 0.02% | 88 | -20,027 | -3.22% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 598,351 | 35,027 | 0.28% | — | 89 | +598,351 | New | Q1 2026 | May 01, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 597,540 | 34,979 | 3.77% | 4.97% | 90 | -270,610 | -31.17% | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | Added to | 595,609 | 34,866 | 4.24% | 4.19% | 91 | +15,781 | 2.72% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 589,560 | 34,512 | 1.64% | 1.45% | 92 | +56,031 | 10.5% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 588,276 | 34,437 | 0.06% | 0.14% | 93 | -1,126,141 | -65.69% | Q1 2026 | May 15, 2026 |
| Opus Capital Group, LLC | History | Added to | 586,072 | 34,309 | 3.69% | 3.67% | 94 | +8,701 | 1.51% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Added to | 582,508 | 34,100 | 0.31% | 0.28% | 95 | +53,150 | 10.04% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 572,906 | 33,537 | 1.48% | 2.3% | 96 | -298,032 | -34.22% | Q1 2026 | Apr 09, 2026 |
| Talon Private Wealth, LLC | History | New | 572,787 | 33,530 | 4.45% | — | 97 | +572,787 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 568,535 | 33,282 | 0.01% | 0.01% | 98 | +26,908 | 4.97% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 563,005 | 32,958 | 0.52% | 0.53% | 99 | +39,236 | 7.49% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 542,459 | 31,756 | 0.08% | 0.05% | 100 | +207,904 | 62.14% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Added to | 541,322 | 31,688 | 4.11% | 0.0% | 101 | +541,151 | 316462.57% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 540,895 | 31,663 | 0.0% | 0.0% | 102 | +26,317 | 5.11% | Q1 2026 | May 15, 2026 |
| Concord Asset Management, LLC/VA | History | New | 537,841 | 31,485 | 5.32% | — | 103 | +537,841 | New | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 528,993 | 30,967 | 0.35% | 0.35% | 104 | +5,937 | 1.14% | Q1 2026 | Apr 16, 2026 |
| Five Oceans Advisors | History | Reduced | 528,506 | 30,938 | 11.19% | 11.47% | 105 | -24,149 | -4.37% | Q1 2026 | Apr 07, 2026 |
| Carnegie Investment Counsel | History | Reduced | 526,441 | 30,817 | 0.6% | 0.59% | 106 | -13,891 | -2.57% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 515,464 | 30,175 | 0.38% | 0.36% | 107 | +19,497 | 3.93% | Q1 2026 | Apr 28, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 513,824 | 30,079 | 9.25% | 8.78% | 108 | +38,094 | 8.01% | Q1 2026 | May 06, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 512,714 | 30,014 | 0.52% | 0.49% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 511,047 | 29,916 | 7.63% | 7.78% | 110 | +10,205 | 2.04% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 503,543 | 29,452 | 0.91% | 0.8% | 111 | +41,426 | 8.96% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 501,063 | 29,332 | 0.8% | 0.76% | 112 | -4,053 | -0.8% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 500,440 | 29,295 | 4.41% | 4.26% | 113 | -4,438 | -0.88% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 499,633 | 29,248 | 6.68% | 6.48% | 114 | +793 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Cordant, Inc. | History | Added to | 482,982 | 28,273 | 11.48% | 11.54% | 115 | +14,418 | 3.08% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 478,050 | 27,985 | 6.18% | 6.05% | 116 | +19,616 | 4.28% | Q1 2026 | Apr 15, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 475,156 | 27,815 | 9.42% | 9.52% | 117 | +24,547 | 5.45% | Q1 2026 | Apr 23, 2026 |
| Vernal Point Advisors, LLC | History | Reduced | 475,011 | 27,807 | 11.31% | 11.82% | 118 | -13,185 | -2.7% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 473,656 | 27,728 | 0.22% | 0.22% | 119 | +31,991 | 7.24% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 457,874 | 26,803 | 0.04% | 0.07% | 120 | -346,538 | -43.08% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 444,321 | 26,012 | 0.82% | 1.25% | 121 | -43,096 | -8.84% | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | New | 444,000 | 25,991 | 0.0% | — | 122 | +444,000 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 440,484 | 25,786 | 0.08% | 0.08% | 123 | -6,926 | -1.55% | Q1 2026 | May 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 432,542 | 25,321 | 1.9% | 4.42% | 124 | -491,306 | -53.18% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 431,303 | 25,282 | 2.26% | 2.1% | 125 | +27,414 | 6.79% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 427,387 | 25,019 | 0.01% | 0.0% | 126 | +284,082 | 198.24% | Q1 2026 | May 13, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 421,278 | 24,661 | 3.58% | 3.49% | 127 | -7,916 | -1.84% | Q1 2026 | Apr 23, 2026 |
| Alta Advisers Ltd | History | Added to | 473,855 | 24,330 | 8.8% | 8.1% | 128 | +38,528 | 8.85% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 408,628 | 23,921 | 1.11% | 0.83% | 129 | +99,083 | 32.01% | Q1 2026 | Apr 29, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 407,510 | 23,855 | 2.05% | 1.86% | 130 | +39,071 | 10.6% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 404,642 | 23,764 | 0.47% | 0.47% | 131 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 403,700 | 23,623 | 27.3% | 9.81% | 132 | +235,200 | 139.58% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 404,601 | 23,605 | 1.26% | 0.13% | 133 | +358,354 | 774.87% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 397,844 | 23,289 | 1.16% | 1.03% | 134 | +40,062 | 11.2% | Q1 2026 | May 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 393,038 | 23,008 | 2.39% | 2.03% | 135 | +61,087 | 18.4% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 390,454 | 22,857 | 2.39% | 1.74% | 136 | +75,789 | 24.09% | Q1 2026 | Apr 27, 2026 |
| Bear Mountain Capital, Inc. | History | New | 387,737 | 22,709 | 6.83% | — | 137 | +387,737 | New | Q1 2026 | May 12, 2026 |
| Peak Asset Management, LLC | History | Added to | 385,252 | 22,552 | 3.98% | 3.82% | 138 | +2,997 | 0.78% | Q1 2026 | May 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 371,676 | 21,757 | 3.41% | 3.66% | 139 | -17,447 | -4.48% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 368,562 | 21,575 | 0.14% | 0.14% | 140 | -12,375 | -3.25% | Q1 2026 | May 05, 2026 |
| Charles Schwab Trust Co | History | Reduced | 359,691 | 21,056 | 1.37% | 1.46% | 141 | -17,955 | -4.75% | Q1 2026 | Apr 10, 2026 |
| WBH ADVISORY INC | History | Added to | 346,364 | 20,206 | 1.51% | 1.44% | 142 | +15,099 | 4.56% | Q1 2026 | Apr 27, 2026 |
| SHAH CAPITAL MANAGEMENT | History | Reduced | 342,990 | 20,078 | 3.85% | 4.03% | 143 | -13,188 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Kensington Asset Management, LLC | History | Added to | 338,906 | 19,839 | 1.08% | 0.27% | 144 | +251,032 | 285.67% | Q1 2026 | May 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 336,662 | 19,708 | 0.24% | 0.23% | 145 | +34,117 | 11.28% | Q1 2026 | May 11, 2026 |
| Retirement Systems of Alabama | History | Added to | 336,255 | 19,684 | 0.07% | 0.03% | 146 | +174,985 | 108.5% | Q1 2026 | Apr 24, 2026 |
| BluePrint Investing LLC | History | Added to | 332,808 | 19,482 | 15.51% | 14.98% | 147 | +12,458 | 3.89% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 329,736 | 19,302 | 0.05% | 0.06% | 148 | -80,521 | -19.63% | Q1 2026 | May 04, 2026 |
| Human Investing LLC | History | Added to | 325,461 | 19,052 | 2.77% | 2.64% | 149 | +7,350 | 2.31% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 323,832 | 18,957 | 0.03% | 0.02% | 150 | +47,915 | 17.37% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Added to | 317,287 | 18,573 | 0.28% | 0.24% | 151 | +55,719 | 21.3% | Q1 2026 | May 08, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 315,443 | 18,466 | 10.57% | 10.72% | 152 | +36,491 | 13.08% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 310,265 | 18,162 | 0.18% | 0.01% | 153 | +289,721 | 1410.25% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 310,421 | 18,109 | 0.17% | 0.21% | 154 | -31,104 | -9.11% | Q1 2026 | Apr 07, 2026 |
| Grove Bank & Trust | History | Added to | 308,180 | 18,040 | 2.04% | 0.0% | 155 | +307,860 | 96206.25% | Q1 2026 | Apr 08, 2026 |
| Wright Wealth LLC | History | Added to | 305,366 | 17,876 | 11.96% | 11.34% | 156 | +9,257 | 3.13% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 304,191 | 17,807 | 0.27% | 0.3% | 157 | +53,998 | 21.58% | Q1 2026 | May 15, 2026 |
| Compass Planning Associates Inc | History | Added to | 300,706 | 17,603 | 11.26% | 9.62% | 158 | +64,083 | 27.08% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 298,503 | 17,474 | 0.1% | 0.1% | 159 | -2,716 | -0.9% | Q1 2026 | Apr 30, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 297,186 | 17,397 | 3.28% | 2.63% | 160 | +65,156 | 28.08% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 294,424 | 17,235 | 0.08% | 0.08% | 161 | +21,904 | 8.04% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 290,817 | 16,986 | 0.01% | 0.01% | 162 | +38,654 | 15.33% | Q1 2026 | May 15, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 287,915 | 16,854 | 11.02% | 9.8% | 163 | -7,245 | -2.45% | Q1 2026 | Apr 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 283,584 | 16,600 | 0.53% | 0.29% | 164 | +1,333 | 0.47% | Q1 2026 | Apr 29, 2026 |
| E&R Wealth Management, LLC | History | Added to | 283,248 | 16,581 | 16.52% | 16.53% | 165 | +13,541 | 5.02% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 282,707 | 16,549 | 1.06% | 0.98% | 166 | +19,151 | 7.27% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | No change | 281,813 | 16,497 | 0.2% | 0.18% | 167 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McLean Asset Management Corp | History | Added to | 281,653 | 16,487 | 2.88% | 2.62% | 168 | +32,963 | 13.25% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 281,405 | 16,473 | 0.74% | 0.02% | 169 | +275,063 | 4337.16% | Q1 2026 | Apr 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 281,084 | 16,454 | 1.73% | 1.12% | 170 | +177,879 | 172.36% | Q1 2026 | Apr 17, 2026 |
| ROGCO, LP | History | Added to | 279,896 | 16,385 | 5.47% | 4.94% | 171 | +25,718 | 10.12% | Q1 2026 | May 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 276,249 | 16,171 | 3.45% | 3.36% | 172 | +11,321 | 4.27% | Q1 2026 | Apr 10, 2026 |
| Apella Capital, LLC | History | Added to | 271,647 | 15,913 | 0.24% | 0.26% | 173 | +48,473 | 21.72% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 267,022 | 15,631 | 0.95% | 1.69% | 174 | -188,584 | -41.39% | Q1 2026 | Apr 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 266,677 | 15,611 | 3.64% | 3.63% | 175 | +4,439 | 1.69% | Q1 2026 | Apr 08, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 263,468 | 15,423 | 2.78% | 2.76% | 176 | +6,169 | 2.4% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 261,409 | 15,302 | 6.1% | — | 177 | +261,409 | New | Q1 2026 | May 20, 2026 |
| Kure Advisory, LLC | History | Added to | 260,320 | 15,239 | 8.3% | 8.12% | 178 | +13,107 | 5.3% | Q1 2026 | Apr 16, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 256,473 | 14,962 | 6.57% | 7.2% | 179 | -9,042 | -3.41% | Q1 2026 | May 11, 2026 |
| Drum Hill Capital, LLC | History | Added to | 255,127 | 14,935 | 13.72% | 14.36% | 180 | +19,715 | 8.37% | Q1 2026 | Apr 20, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 253,161 | 14,820 | 2.23% | 2.33% | 181 | +1,058 | 0.42% | Q1 2026 | Apr 14, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Added to | 251,145 | 14,702 | 11.85% | 4.46% | 182 | +170,130 | 210.0% | Q1 2026 | Apr 28, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 248,915 | 14,571 | 6.45% | 6.31% | 183 | +6,685 | 2.76% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 247,720 | 14,501 | 0.0% | 0.0% | 184 | +121,544 | 96.33% | Q1 2026 | May 15, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 247,517 | 14,489 | 5.32% | — | 185 | +247,517 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 246,187 | 14,374 | 0.03% | 0.04% | 186 | -209,308 | -45.95% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 243,960 | 14,281 | 0.11% | 0.16% | 187 | +8,543 | 3.63% | Q1 2026 | May 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 240,856 | 14,099 | 11.02% | 10.62% | 188 | +13,955 | 6.15% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | Added to | 237,279 | 13,890 | 2.29% | 2.16% | 189 | +6,431 | 2.79% | Q1 2026 | Apr 16, 2026 |
| Unison Advisors LLC | History | Added to | 234,019 | 13,699 | 1.04% | 1.05% | 190 | +29,141 | 14.22% | Q1 2026 | Apr 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 233,326 | 13,658 | 3.91% | 3.89% | 191 | +5,260 | 2.31% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 232,809 | 13,628 | 7.52% | 4.69% | 192 | +107,123 | 85.23% | Q1 2026 | May 11, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 231,568 | 13,556 | 1.87% | 1.33% | 193 | +62,195 | 36.72% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL PLC | History | Reduced | 230,250 | 13,478 | 0.08% | 0.13% | 194 | -42,171 | -15.48% | Q1 2026 | May 13, 2026 |
| Annandale Capital, LLC | History | New | 227,412 | 13,313 | 1.88% | — | 195 | +227,412 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 226,604 | 13,265 | 0.14% | 0.2% | 196 | -70,741 | -23.79% | Q1 2026 | Apr 20, 2026 |
| Arlington Partners LLC | History | New | 225,571 | 13,204 | 26.35% | — | 197 | +225,571 | New | Q1 2026 | Apr 09, 2026 |
| Investure, LLC | History | No change | 222,200 | 13,007 | 0.64% | 0.73% | 198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 220,758 | 12,923 | 0.39% | 0.31% | 199 | +47,335 | 27.29% | Q1 2026 | May 13, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 218,787 | 12,807 | 5.47% | 10.04% | 200 | -196,552 | -47.32% | Q1 2026 | May 15, 2026 |
| Cypress Capital, LLC | History | Added to | 218,505 | 12,791 | 3.64% | 3.47% | 201 | +7,319 | 3.47% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Reduced | 218,292 | 12,738 | 0.08% | 0.25% | 202 | -32,530 | -12.97% | Q1 2026 | May 14, 2026 |
| GEN Financial Management, INC. | History | Reduced | 217,502 | 12,732 | 7.88% | 8.59% | 203 | -14,757 | -6.35% | Q1 2026 | Apr 16, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 216,690 | 12,685 | 3.43% | 3.27% | 204 | +14,030 | 6.92% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 211,245 | 12,366 | 0.07% | 0.31% | 205 | -713,310 | -77.15% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 205,558 | 12,033 | 0.88% | 0.87% | 206 | -4,042 | -1.93% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 204,309 | 11,960 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 202,018 | 11,826 | 0.19% | 0.23% | 208 | +577 | 0.29% | Q1 2026 | May 18, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 194,125 | 11,402 | 0.77% | 0.77% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 193,266 | 11,313 | 0.02% | 0.02% | 210 | +7,096 | 3.81% | Q1 2026 | May 14, 2026 |
| DDD Partners, LLC | History | Added to | 191,466 | 11,208 | 0.77% | 0.58% | 211 | +37,391 | 24.27% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 191,120 | 11,188 | 0.0% | 0.03% | 212 | +10,000 | 5.52% | Q1 2026 | May 04, 2026 |
| Causey Wealth LLC | History | Added to | 189,901 | 11,116 | 4.72% | 3.93% | 213 | +52,745 | 38.46% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | New | 189,693 | 11,104 | 1.27% | — | 214 | +189,693 | New | Q1 2026 | Apr 10, 2026 |
| Calder Financial LLC | History | Added to | 190,042 | 11,087 | 11.01% | 10.15% | 215 | +13,998 | 7.95% | Q1 2026 | Apr 07, 2026 |
| Unconventional Investor, LLC | History | Added to | 187,955 | 11,002 | 5.22% | 4.63% | 216 | +22,080 | 13.31% | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 186,747 | 10,932 | 0.14% | 0.14% | 217 | +820 | 0.44% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 186,607 | 10,923 | 4.9% | 4.55% | 218 | +16,105 | 9.45% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 186,244 | 10,902 | 0.68% | 0.65% | 219 | +5,674 | 3.14% | Q1 2026 | May 08, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 184,229 | 10,784 | 1.23% | 1.11% | 220 | +6,025 | 3.38% | Q1 2026 | May 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 181,415 | 10,620 | 4.69% | 4.92% | 221 | -2,526 | -1.37% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Added to | 176,228 | 10,316 | 0.15% | 0.14% | 222 | +5,947 | 3.49% | Q1 2026 | Apr 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 173,730 | 10,170 | 3.65% | 3.62% | 223 | +13,581 | 8.48% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 172,587 | 10,103 | 0.02% | 0.02% | 224 | +2,799 | 1.65% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 172,480 | 10,097 | 2.74% | 2.7% | 225 | +1,704 | 1.0% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 169,527 | 9,924 | 0.23% | 0.24% | 226 | +3,374 | 2.03% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 168,711 | 9,874 | 0.06% | 0.06% | 227 | +12,153 | 7.76% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 166,809 | 9,764 | 0.02% | 0.0% | 228 | +166,306 | 33062.82% | Q1 2026 | May 01, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 166,561 | 9,750 | 0.92% | 0.64% | 229 | +56,419 | 51.22% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 166,721 | 9,729 | 0.36% | 0.14% | 230 | +152,276 | 1054.18% | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 166,037 | 9,719 | 1.07% | 1.09% | 231 | -4,720 | -2.76% | Q1 2026 | Apr 29, 2026 |
| Values First Advisors, Inc. | History | Added to | 164,293 | 9,617 | 5.01% | 4.92% | 232 | +2,880 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 163,652 | 9,580 | 1.6% | 1.22% | 233 | +41,992 | 34.52% | Q1 2026 | May 01, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 163,315 | 9,560 | 6.21% | 5.99% | 234 | +7,546 | 4.84% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 162,479 | 9,511 | 0.29% | 0.33% | 235 | +8,256 | 5.35% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 162,448 | 9,509 | 2.31% | 2.56% | 236 | -8,182 | -4.8% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 161,889 | 9,476 | 0.01% | 0.01% | 237 | -29,246 | -15.3% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 160,879 | 9,417 | 0.58% | 0.38% | 238 | +64,120 | 66.27% | Q1 2026 | Apr 28, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 161,013 | 9,393 | 2.09% | 1.97% | 239 | +7,158 | 4.65% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 159,545 | 9,370 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 157,323 | 9,209 | 0.64% | 0.37% | 241 | +38,005 | 31.85% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 155,582 | 9,100 | 0.33% | 0.03% | 242 | +142,181 | 1060.97% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 153,357 | 8,977 | 0.35% | 0.02% | 243 | +145,675 | 1896.32% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 151,684 | 8,879 | 2.69% | 2.47% | 244 | +19,250 | 14.54% | Q1 2026 | Apr 23, 2026 |
| Altiora Financial Group, LLC | History | Added to | 149,217 | 8,735 | 1.44% | 0.88% | 245 | +62,262 | 71.6% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Added to | 148,484 | 8,692 | 0.46% | 0.37% | 246 | +4,507 | 3.13% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 146,246 | 8,561 | 0.65% | 0.61% | 247 | +17,370 | 13.48% | Q1 2026 | Apr 30, 2026 |
| Efficient Advisors, LLC | History | Reduced | 145,860 | 8,538 | 0.61% | 1.08% | 248 | -168,502 | -53.6% | Q1 2026 | Apr 29, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 145,157 | 8,497 | 0.58% | 0.55% | 249 | +7,507 | 5.45% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 144,490 | 8,458 | 0.07% | 0.05% | 250 | +42,105 | 41.12% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 144,610 | 8,435 | 0.03% | 0.04% | 251 | +22,206 | 18.14% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 143,994 | 8,429 | 0.01% | 0.01% | 253 | +6,934 | 5.06% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 143,987 | 8,429 | 0.57% | 0.57% | 252 | +2,692 | 1.91% | Q1 2026 | May 12, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 142,722 | 8,354 | 4.2% | 4.24% | 254 | +1,880 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 142,622 | 8,349 | 2.97% | 3.04% | 255 | +5,602 | 4.09% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 139,992 | 8,195 | 0.08% | 0.08% | 256 | -6,386 | -4.36% | Q1 2026 | May 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 138,845 | 8,127 | 0.5% | 0.5% | 257 | +3,985 | 2.95% | Q1 2026 | May 05, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 138,179 | 8,088 | 4.59% | 4.46% | 258 | +2,048 | 1.5% | Q1 2026 | Apr 08, 2026 |
| Members Advisory Group LLC | History | New | 136,645 | 7,999 | 2.74% | — | 259 | +136,645 | New | Q1 2026 | May 05, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 133,429 | 7,810 | 2.2% | 0.81% | 260 | +83,299 | 166.17% | Q1 2026 | Apr 20, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 132,917 | 7,781 | 3.85% | 3.76% | 261 | -4,620 | -3.36% | Q1 2026 | Apr 24, 2026 |
| GFS Advisors, LLC | History | New | 403,990 | 7,736 | 0.99% | — | 262 | +403,990 | New | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 131,739 | 7,712 | 0.58% | 0.64% | 263 | +64,320 | 95.4% | Q1 2026 | Apr 28, 2026 |
| Certified Advisory Corp | History | Added to | 130,677 | 7,649 | 0.69% | 0.69% | 264 | +1,182 | 0.91% | Q1 2026 | Apr 17, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 130,033 | 7,612 | 0.69% | 1.27% | 265 | -109,155 | -45.64% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 129,283 | 7,568 | 0.52% | 0.47% | 266 | +27,616 | 27.16% | Q1 2026 | Apr 17, 2026 |
| Mechanics Financial Corp | History | Added to | 128,713 | 7,534 | 3.16% | 2.56% | 267 | +10,667 | 9.04% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 128,309 | 7,498 | 0.01% | 0.01% | 268 | -5,628 | -4.2% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 126,720 | 7,418 | 0.06% | 0.05% | 269 | +7,418 | 6.22% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 125,276 | 7,333 | 0.18% | 0.2% | 270 | -3,970 | -3.07% | Q1 2026 | Apr 07, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 123,600 | 7,235 | 2.2% | 2.2% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 122,532 | 7,173 | 6.07% | 5.43% | 272 | +8,364 | 7.33% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Added to | 122,407 | 7,165 | 0.0% | 0.0% | 273 | +65,454 | 114.93% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 120,694 | 7,065 | 0.07% | 0.1% | 274 | -46,862 | -27.97% | Q1 2026 | May 11, 2026 |
| David Kennon Inc | History | New | 119,020 | 6,967 | 2.5% | — | 275 | +119,020 | New | Q1 2026 | Apr 28, 2026 |
| Donoghue Forlines LLC | History | New | 119,000 | 6,966 | 1.93% | — | 276 | +119,000 | New | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 118,934 | 6,962 | 0.24% | 0.18% | 277 | +33,585 | 39.35% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,873 | 6,900 | 0.03% | 0.03% | 278 | +11,306 | 10.61% | Q1 2026 | Apr 30, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 117,107 | 6,855 | 5.04% | 5.06% | 279 | -261 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Reduced | 115,763 | 6,776 | 0.73% | 0.78% | 280 | -205 | -0.18% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 114,733 | 6,716 | 0.01% | 0.01% | 281 | +30,958 | 36.95% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 113,115 | 6,621 | 0.57% | 1.63% | 282 | -201,849 | -64.09% | Q1 2026 | May 08, 2026 |
| Lauer Wealth, LLC | History | Added to | 112,535 | 6,575 | 5.24% | 4.71% | 283 | +4,574 | 4.24% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 111,571 | 6,531 | 0.07% | 0.05% | 284 | +29,937 | 36.67% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 110,103 | 6,445 | 0.1% | 0.09% | 285 | +19,546 | 21.58% | Q1 2026 | Apr 27, 2026 |
| Marotta Asset Management | History | Added to | 109,376 | 6,380 | 1.17% | 1.06% | 286 | +11,672 | 11.95% | Q1 2026 | Apr 27, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | Added to | 108,286 | 6,339 | 1.22% | 1.18% | 287 | +6,322 | 6.2% | Q1 2026 | May 01, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 107,331 | 6,283 | 4.54% | 4.43% | 288 | -135 | -0.13% | Q1 2026 | Apr 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 106,196 | 6,236 | 2.62% | 2.62% | 289 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 106,186 | 6,185 | 0.08% | 0.08% | 290 | +5,985 | 5.97% | Q1 2026 | May 06, 2026 |
| Echo45 Advisors LLC | History | Added to | 103,512 | 6,059 | 3.41% | 3.36% | 291 | +3,302 | 3.3% | Q1 2026 | Apr 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 103,119 | 6,036 | 0.05% | 0.06% | 292 | -16,810 | -14.02% | Q1 2026 | May 14, 2026 |
| Rockingstone Advisors LLC | History | Added to | 102,680 | 6,010 | 2.76% | 2.71% | 293 | +1,420 | 1.4% | Q1 2026 | Apr 09, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 100,200 | 5,865 | 0.04% | 0.04% | 294 | -4,400 | -4.21% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 101,024 | 5,853 | 1.41% | 1.37% | 295 | +4,385 | 4.54% | Q1 2026 | May 01, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 99,678 | 5,835 | 3.72% | 3.69% | 296 | -8,350 | -7.73% | Q1 2026 | May 13, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 99,262 | 5,810 | 0.85% | 1.06% | 297 | +1,490 | 1.52% | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 98,791 | 5,783 | 0.74% | 0.61% | 298 | +19,504 | 24.6% | Q1 2026 | Apr 16, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 98,748 | 5,780 | 0.06% | 0.09% | 299 | -11,338 | -10.3% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 97,917 | 5,732 | 0.0% | 0.0% | 300 | +61,015 | 165.34% | Q1 2026 | May 15, 2026 |