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.
Details.
Showing first 300 of
1,103 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 47,301,997 | 2,755,341 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 28,332,310 | 1,648,940 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 11,894,773 | 692,275 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,135,791 | 648,103 | 0.89% | 0.89% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 9,365,484 | 545,071 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 8,815,679 | 516,069 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 8,157,125 | 474,744 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,958,141 | 288,563 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 4,938,833 | 287,440 | 0.35% | 0.35% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 4,710,769 | 274,166 | 3.98% | 3.98% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,467,285 | 259,995 | 2.49% | 2.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,249,118 | 247,298 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,102,272 | 238,752 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,972,823 | 231,218 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,581,286 | 207,899 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 3,432,890 | 199,793 | 0.59% | 0.59% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,328,556 | 193,721 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 3,321,662 | 193,320 | 16.33% | 16.33% | 18 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,002,732 | 174,758 | 2.22% | 2.22% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 2,789,417 | 162,344 | 5.73% | 5.73% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 2,557,701 | 148,858 | 0.21% | 0.21% | 21 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | No change | 2,526,390 | 147,035 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WIT, LLC | History | No change | 2,425,179 | 141,145 | 2.25% | 2.25% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,312,922 | 134,612 | 1.35% | 1.35% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,200,571 | 128,073 | 2.35% | 2.35% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 2,159,237 | 125,667 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,133,484 | 124,169 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,121,965 | 123,507 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 2,093,639 | 121,849 | 4.87% | 4.87% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 2,010,515 | 117,012 | 0.44% | 0.44% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEPC LLC | History | No change | 1,993,299 | 116,010 | 2.16% | 2.16% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 1,835,215 | 106,809 | 1.54% | 1.54% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm Partners Management LLC | History | No change | 1,571,335 | 91,451 | 3.28% | 3.28% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FJ Investments, LLC | History | No change | 1,550,014 | 90,210 | 4.9% | 4.9% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Miller Investment Management, LP | History | No change | 1,537,843 | 89,502 | 8.18% | 8.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,527,935 | 88,925 | 0.93% | 0.93% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,526,211 | 88,825 | 0.62% | 0.62% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,421,932 | 82,756 | 1.09% | 1.09% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,405,234 | 81,784 | 0.38% | 0.38% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Evensky & Katz LLC | History | No change | 1,381,942 | 80,429 | 4.15% | 4.15% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,356,427 | 78,944 | 1.48% | 1.48% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 1,353,304 | 78,762 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,350,317 | 78,588 | 0.83% | 0.83% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,327,074 | 77,235 | 4.09% | 4.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 1,287,710 | 74,944 | 4.46% | 4.46% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oak Harvest Investment Services | History | No change | 1,284,004 | 74,729 | 6.98% | 6.98% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAYPORT, LLC | History | No change | 1,281,135 | 74,562 | 11.56% | 11.56% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 1,280,012 | 74,496 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 1,236,917 | 71,991 | 1.77% | 1.77% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,212,961 | 70,594 | 1.03% | 1.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,150,794 | 66,976 | 0.84% | 0.84% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 1,123,054 | 65,361 | 10.03% | 10.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chemistry Wealth Management LLC | History | No change | 1,107,162 | 64,436 | 10.31% | 10.31% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 1,086,658 | 63,243 | 13.25% | 13.25% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Warwick Investment Management, Inc. | History | No change | 1,059,194 | 61,645 | 6.92% | 6.92% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Falcon Wealth Planning | History | No change | 1,032,635 | 60,099 | 3.79% | 3.79% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,007,231 | 58,620 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 993,531 | 57,823 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 944,315 | 54,959 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foster Group, Inc. | History | No change | 925,588 | 53,869 | 1.43% | 1.43% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 895,293 | 52,106 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 893,733 | 52,015 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 882,471 | 51,359 | 9.2% | 9.2% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 865,062 | 50,346 | 12.28% | 12.28% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 863,583 | 50,260 | 3.31% | 3.31% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INSIGHT 2811, INC. | History | No change | 852,297 | 49,603 | 19.19% | 19.19% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 819,197 | 47,677 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 806,570 | 46,942 | 5.85% | 5.85% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 776,178 | 45,173 | 1.15% | 1.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 768,955 | 44,754 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McLean Asset Management Corp | History | No change | 767,727 | 44,604 | 5.9% | 5.9% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portland Global Advisors LLC | History | No change | 756,714 | 44,040 | 4.18% | 4.18% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vernal Point Advisors, LLC | History | No change | 746,524 | 43,447 | 14.67% | 14.67% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 726,811 | 42,300 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| American Money Management, LLC | History | No change | 716,987 | 41,728 | 5.96% | 5.96% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 702,665 | 40,895 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Sage Partners, LLC | History | No change | 699,446 | 40,707 | 5.78% | 5.78% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 689,411 | 40,123 | 0.24% | 0.24% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 667,988 | 38,876 | 4.4% | 4.4% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 654,977 | 38,119 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 649,524 | 37,802 | 5.96% | 5.96% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 648,947 | 37,768 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 641,271 | 37,321 | 0.74% | 0.74% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Bank & Trust | History | No change | 633,681 | 36,880 | 7.03% | 7.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| University of Illinois Foundation | History | No change | 619,536 | 36,056 | 6.44% | 6.44% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johns Hopkins University | History | No change | 616,877 | 35,902 | 2.4% | 2.4% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 614,178 | 35,745 | 3.86% | 3.86% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 612,364 | 35,639 | 0.26% | 0.26% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Haverford Trust Co | History | No change | 604,658 | 35,191 | 0.3% | 0.3% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Facet Wealth, Inc. | History | No change | 601,790 | 35,024 | 0.5% | 0.5% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westerkirk Capital Inc. | History | No change | 597,540 | 34,776 | 3.34% | 3.34% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Talon Private Wealth, LLC | History | No change | 595,433 | 34,654 | 4.05% | 4.05% | 92 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 592,890 | 34,506 | 0.44% | 0.44% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Opus Capital Group, LLC | History | No change | 589,059 | 34,283 | 3.32% | 3.32% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grove Bank & Trust | History | No change | 586,889 | 34,156 | 3.39% | 3.39% | 95 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 583,471 | 33,958 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 578,966 | 33,695 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Services, Inc. | History | No change | 574,711 | 33,448 | 1.46% | 1.46% | 98 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Alta Advisers Ltd | History | No change | 569,513 | 33,145 | 7.51% | 7.51% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 568,549 | 33,089 | 3.79% | 3.79% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 559,865 | 32,584 | 0.37% | 0.37% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 558,762 | 32,519 | 5.04% | 5.04% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 554,807 | 32,289 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 543,365 | 31,623 | 0.32% | 0.32% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 541,474 | 31,514 | 0.2% | 0.2% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 541,412 | 31,510 | 6.74% | 6.74% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Level Financial Advisors | History | No change | 532,912 | 31,015 | 6.93% | 6.93% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Morling Financial Advisors, LLC | History | No change | 532,671 | 31,001 | 8.61% | 8.61% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordant, Inc. | History | No change | 532,239 | 30,976 | 11.16% | 11.16% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 526,230 | 30,652 | 0.86% | 0.86% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Five Oceans Advisors | History | No change | 522,397 | 30,403 | 9.77% | 9.77% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wolff Financial Management LLC | History | No change | 513,142 | 29,864 | 5.96% | 5.96% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 512,714 | 29,839 | 0.42% | 0.42% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 511,014 | 29,741 | 1.62% | 1.62% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 508,786 | 29,611 | 0.59% | 0.59% | 115 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Winch Advisory Services, LLC | History | No change | 505,330 | 29,410 | 6.11% | 6.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 505,229 | 29,404 | 8.85% | 8.85% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 508,628 | 29,276 | 0.77% | 0.74% | 118 | +14,885 | 3.01% | Q3 2026 | Oct 05, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 501,923 | 29,211 | 3.98% | 3.98% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 488,850 | 28,451 | 6.05% | 6.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MASECO LLP | History | No change | 455,561 | 26,511 | 0.75% | 0.75% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 444,000 | 25,840 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 443,813 | 25,750 | 2.12% | 2.12% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 441,537 | 25,697 | 0.29% | 0.29% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 440,702 | 25,648 | 2.33% | 2.33% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 430,687 | 25,065 | 3.27% | 3.27% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 415,817 | 24,200 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 410,725 | 23,904 | 1.06% | 1.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | No change | 410,200 | 23,883 | 16.11% | 16.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 406,669 | 23,668 | 1.0% | 1.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 405,803 | 23,617 | 1.85% | 1.85% | 131 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 403,907 | 23,507 | 2.3% | 2.3% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 396,995 | 23,105 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 396,374 | 23,017 | 6.67% | 6.67% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CPA Asset Management Group, LLC | History | No change | 395,381 | 23,011 | 6.63% | 6.63% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 389,732 | 22,682 | 3.23% | 3.23% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHAH CAPITAL MANAGEMENT | History | No change | 382,324 | 22,251 | 4.23% | 4.23% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Asset Management, LLC | History | No change | 381,952 | 22,229 | 3.27% | 3.27% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acropolis Investment Management, LLC | History | No change | 373,265 | 21,724 | 0.86% | 0.86% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | No change | 373,967 | 21,701 | 0.31% | 0.31% | 140 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 364,162 | 21,194 | 0.13% | 0.13% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 363,591 | 21,161 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WBH ADVISORY INC | History | No change | 359,071 | 20,897 | 1.4% | 1.4% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 358,102 | 20,841 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Charles Schwab Trust Co | History | No change | 357,258 | 20,792 | 1.16% | 1.16% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| West Virginia University Foundation, Inc | History | No change | 355,975 | 20,717 | 1.69% | 1.69% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 343,225 | 19,975 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 340,243 | 19,802 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Human Investing LLC | History | No change | 337,874 | 19,664 | 2.55% | 2.55% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Systems of Alabama | History | No change | 336,255 | 19,570 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 334,068 | 19,459 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 331,278 | 19,280 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compass Planning Associates Inc | History | No change | 329,326 | 19,166 | 10.36% | 10.36% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BluePrint Investing LLC | History | No change | 326,667 | 19,012 | 14.21% | 14.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 326,174 | 18,983 | 3.06% | 3.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wright Wealth LLC | History | No change | 320,794 | 18,670 | 11.21% | 11.21% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 316,720 | 18,433 | 4.09% | 4.09% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 315,750 | 18,376 | 0.25% | 0.25% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 315,133 | 18,340 | 9.1% | 9.1% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| E&R Wealth Management, LLC | History | No change | 314,957 | 18,330 | 15.55% | 15.55% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 313,618 | 18,252 | 1.06% | 1.06% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 309,102 | 17,989 | 0.15% | 0.15% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Capital Management, Inc. | History | No change | 300,406 | 17,483 | 1.06% | 1.06% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 298,082 | 17,348 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROGCO, LP | History | No change | 294,478 | 17,138 | 5.25% | 5.25% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 292,229 | 17,007 | 2.87% | 2.87% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 285,270 | 16,602 | 3.14% | 3.14% | 167 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allen Investment Management, LLC | History | No change | 281,813 | 16,401 | 0.19% | 0.19% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 279,966 | 16,294 | 1.42% | 1.42% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kure Advisory, LLC | History | No change | 278,531 | 16,210 | 7.68% | 7.68% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kings Path Partners LLC | History | No change | 276,323 | 16,081 | 4.28% | 4.28% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 275,435 | 16,030 | 7.95% | 7.95% | 172 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 274,807 | 15,993 | 3.45% | 3.45% | 173 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TrueWealth Financial Partners | History | No change | 274,010 | 15,947 | 6.59% | 6.59% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 273,386 | 15,911 | 1.31% | 1.31% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 270,189 | 15,689 | 6.3% | 6.3% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOKAN Wealth Management Inc. | History | No change | 266,768 | 15,525 | 5.93% | 5.93% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 266,146 | 15,489 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 261,047 | 15,192 | 0.24% | 0.24% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 257,143 | 14,965 | 1.97% | 1.97% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 251,714 | 14,649 | 3.75% | 3.75% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | No change | 251,313 | 14,626 | 2.15% | 2.15% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Montecito Bank & Trust | History | Added to | 253,374 | 14,584 | 2.21% | 2.15% | 183 | +6,631 | 2.69% | Q3 2026 | Oct 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 250,558 | 14,542 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 249,105 | 14,497 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Unison Advisors LLC | History | No change | 247,405 | 14,398 | 1.0% | 1.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 246,652 | 14,355 | 2.01% | 2.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 240,859 | 14,018 | 0.16% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 239,350 | 13,930 | 9.76% | 9.76% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Drum Hill Capital, LLC | History | No change | 236,632 | 13,771 | 14.05% | 14.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 234,382 | 13,641 | 5.18% | 5.18% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 233,447 | 13,586 | 0.65% | 0.65% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DDD Partners, LLC | History | No change | 228,401 | 13,292 | 0.83% | 0.83% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GEN Financial Management, INC. | History | No change | 227,547 | 13,243 | 7.92% | 7.92% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arlington Partners LLC | History | No change | 225,571 | 13,128 | 23.71% | 23.71% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 222,602 | 12,955 | 3.19% | 3.19% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investure, LLC | History | No change | 222,200 | 12,932 | 0.81% | 0.81% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 221,820 | 12,909 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 221,044 | 12,864 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL PLC | History | No change | 220,309 | 12,821 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Capital, LLC | History | No change | 216,254 | 12,585 | 3.4% | 3.4% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Roundview Capital LLC | History | No change | 215,664 | 12,551 | 0.69% | 0.69% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 213,937 | 12,451 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 212,141 | 12,346 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 212,077 | 12,342 | 4.92% | 4.92% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 209,362 | 12,184 | 0.33% | 0.33% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 209,016 | 12,164 | 0.18% | 0.18% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 205,037 | 11,933 | 0.74% | 0.74% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 204,309 | 11,890 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 203,163 | 11,824 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 198,148 | 11,532 | 0.39% | 0.39% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Disciplined Investments, LLC | History | No change | 194,611 | 11,326 | 3.66% | 3.66% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Causey Wealth LLC | History | No change | 192,109 | 11,180 | 4.37% | 4.37% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 191,398 | 11,139 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 185,796 | 10,813 | 0.4% | 0.4% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elite Financial, Inc. | History | No change | 185,512 | 10,796 | 4.36% | 4.36% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 184,829 | 10,757 | 1.14% | 1.14% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 184,579 | 10,742 | 4.12% | 4.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EPG Wealth Management LLC | History | No change | 175,881 | 10,236 | 2.45% | 2.45% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 174,537 | 10,158 | 0.68% | 0.68% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Values First Advisors, Inc. | History | No change | 173,787 | 10,114 | 4.62% | 4.62% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 171,380 | 9,974 | 0.88% | 0.88% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 171,037 | 9,954 | 0.57% | 0.57% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 171,165 | 9,931 | 2.0% | 2.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 169,625 | 9,872 | 1.88% | 1.88% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICOLET BANKSHARES INC | History | No change | 169,574 | 9,855 | 0.31% | 0.31% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 168,385 | 9,799 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 168,386 | 9,798 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 166,762 | 9,705 | 0.13% | 0.13% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 166,581 | 9,695 | 0.95% | 0.95% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kathmere Capital Management, LLC | History | No change | 166,490 | 9,689 | 0.51% | 0.51% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sollinda Capital Management LLC | History | No change | 166,057 | 9,664 | 2.06% | 2.06% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Annandale Capital, LLC | History | No change | 164,553 | 9,577 | 1.31% | 1.31% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 163,545 | 9,518 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 163,403 | 9,510 | 0.58% | 0.58% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Unconventional Investor, LLC | History | No change | 163,321 | 9,504 | 3.93% | 3.93% | 236 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 159,179 | 9,264 | 0.56% | 0.56% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 155,758 | 9,065 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 155,582 | 9,062 | 0.29% | 0.29% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 154,237 | 8,976 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 154,092 | 8,968 | 4.78% | 4.78% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Guardian Wealth Management, LLC | History | No change | 151,265 | 8,803 | 2.47% | 2.47% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Altiora Financial Group, LLC | History | No change | 150,390 | 8,752 | 1.38% | 1.38% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Advisors Network LLC | History | No change | 149,927 | 8,725 | 0.4% | 0.4% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 147,492 | 8,584 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 143,783 | 8,368 | 6.13% | 6.13% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 143,656 | 8,360 | 1.05% | 1.05% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 143,020 | 8,323 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 141,922 | 8,259 | 3.89% | 3.89% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 141,789 | 8,252 | 5.54% | 5.54% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Certified Advisory Corp | History | No change | 141,324 | 8,225 | 0.66% | 0.66% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Financial Strategies CORP | History | No change | 140,927 | 8,201 | 4.08% | 4.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 140,538 | 8,179 | 0.88% | 0.88% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Biltmore Wealth Management, LLC | History | No change | 139,151 | 8,098 | 2.53% | 2.53% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 138,367 | 8,052 | 0.44% | 0.44% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 135,569 | 7,890 | 0.4% | 0.4% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mechanics Financial Corp | History | No change | 135,216 | 7,869 | 2.81% | 2.81% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marotta Asset Management | History | Added to | 133,587 | 7,689 | 1.31% | 1.2% | 258 | +9,783 | 7.9% | Q3 2026 | Oct 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 132,111 | 7,688 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 132,028 | 7,684 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 131,669 | 7,663 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hirtle & Co., LLC | History | No change | 131,061 | 7,627 | 0.25% | 0.25% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calder Financial LLC | History | No change | 130,738 | 7,608 | 7.17% | 7.17% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Trust Asset Management, LLC | History | No change | 130,640 | 7,603 | 2.38% | 2.38% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 130,690 | 7,581 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 128,330 | 7,468 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Net Worth Advisory Group | History | No change | 128,263 | 7,464 | 1.88% | 1.88% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 127,093 | 7,396 | 0.64% | 0.64% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 126,975 | 7,389 | 1.89% | 1.89% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 125,655 | 7,313 | 0.58% | 0.58% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 124,285 | 7,233 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 123,600 | 7,193 | 2.01% | 2.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | No change | 121,308 | 7,060 | 0.52% | 0.52% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 121,113 | 7,048 | 4.6% | 4.6% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| David Kennon Inc | History | No change | 120,630 | 7,020 | 2.32% | 2.32% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 119,366 | 6,947 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 118,860 | 6,918 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Street Advisors, LLC | History | No change | 118,857 | 6,917 | 3.16% | 3.16% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 116,330 | 6,770 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisory Group LLC | History | No change | 115,670 | 6,731 | 0.36% | 0.36% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 114,806 | 6,681 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 114,282 | 6,651 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 113,466 | 6,603 | 0.63% | 0.63% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 112,570 | 6,551 | 0.29% | 0.29% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 112,264 | 6,533 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 110,606 | 6,437 | 0.26% | 0.26% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 109,981 | 6,437 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 109,670 | 6,382 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockingstone Advisors LLC | History | No change | 109,550 | 6,375 | 2.56% | 2.56% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Echo45 Advisors LLC | History | No change | 108,583 | 6,319 | 3.26% | 3.26% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 108,376 | 6,307 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 107,882 | 6,278 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 105,636 | 6,148 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 105,195 | 6,122 | 0.21% | 0.21% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| truNorth Financial Services, Inc. | History | No change | 103,562 | 6,027 | 5.4% | 5.4% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 103,549 | 6,026 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | No change | 100,823 | 5,867 | 0.74% | 0.74% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Curran Financial Partners, LLC | History | No change | 98,763 | 5,748 | 0.86% | 0.86% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Degree Advisors Inc | History | No change | 98,991 | 5,743 | 1.28% | 1.28% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archford Capital Strategies, LLC | History | No change | 98,525 | 5,734 | 0.58% | 0.58% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |