VANGUARD WORLD FUND - VGT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,105,780 | 10,539,604 | 0.77% | 0.82% | 1 | +241,421 | 1.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,430,753 | 4,300,245 | 0.28% | 0.3% | 2 | +10,643 | 0.17% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,119,958 | 1,479,138 | 0.09% | 0.1% | 3 | -31,297 | -1.45% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,540,418 | 1,074,780 | 0.16% | 0.19% | 4 | +12,628 | 0.83% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,533,396 | 1,069,881 | 0.2% | 0.21% | 5 | -10,249 | -0.66% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 1,252,584 | 873,953 | 0.23% | 0.27% | 6 | -49,338 | -3.79% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 823,347 | 574,465 | 8.97% | 9.29% | 7 | -11,330 | -1.36% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 812,460 | 566,869 | 0.17% | 0.19% | 8 | +13,170 | 1.65% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 726,799 | 507,103 | 0.09% | 0.09% | 9 | -20,116 | -2.69% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 659,037 | 460,153 | 0.11% | 0.12% | 10 | -27,047 | -3.94% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 645,906 | 447,105 | 0.5% | 1.11% | 11 | -651,149 | -50.2% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 624,524 | 435,742 | 0.27% | 0.3% | 12 | -8,001 | -1.26% | Q1 2026 | May 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 471,293 | 328,830 | 2.79% | 3.36% | 13 | -82,249 | -14.86% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 443,994 | 309,783 | 0.03% | 0.05% | 14 | -138,006 | -23.71% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 423,182 | 295,273 | 0.31% | 0.34% | 15 | +9,221 | 2.23% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 409,700 | 285,876 | 0.26% | 0.28% | 16 | +562 | 0.14% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 212,727 | 274,863 | 1.77% | 1.56% | 17 | -90,181 | -29.77% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 363,071 | 253,321 | 0.07% | 0.08% | 18 | +17,364 | 5.02% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 335,560 | 234,127 | 0.25% | 0.28% | 19 | -846 | -0.25% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 311,409 | 217,276 | 0.04% | 0.03% | 20 | +63,702 | 25.72% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 305,172 | 212,925 | 1.44% | 2.2% | 21 | -31,690 | -9.41% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 299,677 | 209,092 | 0.37% | 0.39% | 22 | +12,440 | 4.33% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 298,284 | 208,118 | 0.12% | 0.13% | 23 | -12,234 | -3.94% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 280,153 | 195,469 | 0.48% | 0.48% | 24 | +2,938 | 1.06% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 278,523 | 194,330 | 0.21% | 0.23% | 25 | +733 | 0.26% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 262,382 | 183,239 | 0.27% | 0.3% | 26 | -7,333 | -2.72% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 259,166 | 180,825 | 0.02% | 0.01% | 27 | +128,596 | 98.49% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 249,812 | 174,300 | 0.25% | 0.28% | 28 | -2,120 | -0.84% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 218,616 | 152,533 | 0.47% | 0.45% | 29 | +17,308 | 8.6% | Q1 2026 | May 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 204,727 | 142,842 | 0.76% | 0.8% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,577 | 135,062 | 0.19% | 0.21% | 31 | -14,936 | -7.16% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 182,038 | 127,011 | 0.02% | 0.03% | 32 | -42,475 | -18.92% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 175,592 | 122,513 | 0.17% | 0.18% | 33 | -5,898 | -3.25% | Q1 2026 | Apr 27, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 174,429 | 121,702 | 10.87% | 13.67% | 34 | -2,490 | -1.41% | Q1 2026 | Apr 23, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 169,000 | 117,915 | 13.01% | 13.68% | 35 | -43,000 | -20.28% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 167,682 | 116,994 | 0.17% | 0.29% | 36 | -81,935 | -32.82% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,353 | 116,766 | 0.3% | 0.34% | 37 | -4,178 | -2.44% | Q1 2026 | Apr 30, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 162,642 | 113,478 | 15.88% | 16.67% | 38 | +7,782 | 5.03% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 159,803 | 111,497 | 0.08% | 0.08% | 39 | +12,434 | 8.44% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 144,592 | 100,884 | 0.01% | 0.01% | 40 | +3,564 | 2.53% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 135,651 | 94,646 | 0.19% | 0.18% | 41 | +18,742 | 16.03% | Q1 2026 | May 06, 2026 |
| 71 West Capital Partners | History | Added to | 135,405 | 94,474 | 4.16% | 4.32% | 42 | +10,760 | 8.63% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 131,819 | 91,972 | 0.31% | 0.34% | 43 | -7,480 | -5.37% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 127,756 | 89,138 | 5.98% | 7.63% | 44 | -22,056 | -14.72% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 118,764 | 82,863 | 0.15% | 0.12% | 45 | +69,911 | 143.1% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 116,061 | 80,977 | 0.13% | 0.12% | 46 | -942 | -0.81% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 113,467 | 79,168 | 1.82% | 1.9% | 47 | -418 | -0.37% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 114,250 | 76,900 | 0.11% | 0.12% | 48 | -200,096 | -63.65% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 109,159 | 76,162 | 17.11% | 17.57% | 49 | -734 | -0.67% | Q1 2026 | Apr 23, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 100,828 | 70,349 | 3.96% | 5.88% | 50 | -44,912 | -30.82% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,052 | 69,808 | 0.26% | 0.25% | 51 | +18,245 | 22.3% | Q1 2026 | Apr 30, 2026 |
| Silicon Valley Capital Partners | History | Added to | 95,830 | 66,862 | 6.55% | 6.48% | 52 | +1,420 | 1.5% | Q1 2026 | May 19, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 94,283 | 65,783 | 0.29% | 0.32% | 53 | -2,496 | -2.58% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 93,958 | 65,556 | 0.08% | 0.08% | 54 | +3,992 | 4.44% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 95,058 | 64,780 | 0.03% | 0.04% | 55 | +15,543 | 19.55% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,524 | 63,160 | 0.34% | 0.38% | 56 | -702 | -0.77% | Q1 2026 | May 05, 2026 |
| Yarbrough Capital, LLC | History | No change | 89,058 | 62,137 | 2.18% | 2.09% | 57 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Systematic Alpha Investments, LLC | History | Added to | 658,400 | 57,422 | 2.02% | 1.94% | 58 | +576,100 | 700.0% | Q1 2026 | May 18, 2026 |
| WBH ADVISORY INC | History | Reduced | 80,807 | 57,102 | 4.28% | 4.93% | 59 | -7,529 | -8.52% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 80,400 | 56,096 | 0.16% | 0.16% | 60 | -6,719 | -7.71% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 80,160 | 55,929 | 0.0% | 0.0% | 61 | +6,936 | 9.47% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 76,389 | 53,298 | 1.77% | 1.98% | 62 | -5,515 | -6.73% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 70,417 | 53,078 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 75,107 | 52,403 | 0.02% | 0.02% | 64 | +12,241 | 19.47% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 74,776 | 52,172 | 1.78% | 2.12% | 65 | -9,011 | -10.75% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 74,165 | 51,746 | 0.29% | 0.33% | 66 | -1,017 | -1.35% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 73,957 | 51,602 | 0.66% | 0.71% | 67 | -539 | -0.72% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 72,498 | 50,583 | 0.82% | 0.92% | 68 | +2,383 | 3.4% | Q1 2026 | Apr 22, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 70,076 | 48,893 | 10.99% | 11.48% | 69 | +2,292 | 3.38% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 64,796 | 45,210 | 0.02% | 0.02% | 70 | -899 | -1.37% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,946 | 43,918 | 0.07% | 0.08% | 71 | +10,304 | 19.57% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 61,848 | 43,152 | 0.2% | 0.22% | 72 | -1,547 | -2.44% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 60,663 | 42,325 | 12.33% | 13.46% | 73 | -570 | -0.93% | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 58,735 | 40,980 | 1.52% | 1.53% | 74 | -43 | -0.07% | Q1 2026 | May 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 58,574 | 40,868 | 1.25% | 1.21% | 75 | +7,224 | 14.07% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,300 | 40,675 | 0.07% | 0.05% | 76 | +26,658 | 84.25% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 56,565 | 39,466 | 0.51% | 0.55% | 77 | -647 | -1.13% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,934 | 38,328 | 0.18% | 0.12% | 78 | +927 | 1.72% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 61,356 | 38,079 | 0.08% | 0.09% | 79 | -22,331 | -26.68% | Q1 2026 | Apr 08, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 54,576 | 38,078 | 6.46% | 6.92% | 80 | +2,366 | 4.53% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 54,392 | 37,950 | 0.19% | 0.23% | 81 | -1,601 | -2.86% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 52,800 | 36,839 | 3.88% | 4.33% | 82 | +2,886 | 5.78% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,596 | 36,697 | 0.02% | 0.02% | 83 | +7,513 | 16.66% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 51,201 | 35,724 | 0.02% | 0.01% | 84 | +19,411 | 61.06% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Reduced | 49,886 | 34,806 | 0.43% | 0.5% | 85 | -8,235 | -14.17% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 47,963 | 33,464 | 0.27% | 0.29% | 86 | +1,074 | 2.29% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 47,927 | 33,439 | 0.92% | 0.94% | 87 | -417 | -0.86% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 47,309 | 33,008 | 0.9% | 0.92% | 88 | -52 | -0.11% | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 46,833 | 32,676 | 0.16% | 0.06% | 89 | +31,985 | 215.42% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 45,973 | 32,076 | 8.24% | 8.1% | 90 | -126 | -0.27% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 44,638 | 31,204 | 0.15% | 0.17% | 91 | +1,771 | 4.13% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 44,542 | 31,077 | 0.12% | — | 92 | +44,542 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 43,372 | 30,262 | 0.47% | 1.0% | 93 | -21,906 | -33.56% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 43,069 | 30,050 | 0.43% | 0.5% | 94 | -107 | -0.25% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 41,645 | 29,056 | 0.05% | 0.05% | 95 | -1,913 | -4.39% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 40,863 | 28,875 | 5.32% | 5.85% | 96 | -1,053 | -2.51% | Q1 2026 | Apr 27, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 41,215 | 28,816 | 7.21% | 8.09% | 97 | -1,482 | -3.47% | Q1 2026 | Apr 28, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 39,254 | 27,388 | 1.04% | 1.09% | 98 | +286 | 0.73% | Q1 2026 | Apr 16, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 38,984 | 27,200 | 3.35% | 3.47% | 99 | -810 | -2.04% | Q1 2026 | May 05, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 38,762 | 27,044 | 5.83% | 6.2% | 100 | +1,773 | 4.79% | Q1 2026 | Apr 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 36,809 | 25,682 | 2.89% | 3.38% | 101 | -2,105 | -5.41% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 36,510 | 25,474 | 3.49% | 4.03% | 102 | -1,254 | -3.32% | Q1 2026 | Apr 13, 2026 |
| XML Financial, LLC | History | Added to | 36,394 | 25,393 | 2.05% | 2.21% | 103 | +396 | 1.1% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 36,069 | 25,166 | 0.1% | 0.11% | 104 | -343 | -0.94% | Q1 2026 | May 11, 2026 |
| FIL Ltd | History | Reduced | 35,544 | 24,799 | 0.02% | 0.03% | 105 | -14,720 | -29.29% | Q1 2026 | May 15, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 34,480 | 24,057 | 3.48% | 3.9% | 106 | -2,834 | -7.6% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 34,059 | 23,763 | 0.67% | 0.67% | 107 | -272 | -0.79% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,630 | 23,464 | 0.05% | 0.05% | 108 | +2,036 | 6.44% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 33,332 | 23,256 | 0.26% | 0.29% | 109 | -723 | -2.12% | Q1 2026 | Apr 28, 2026 |
| Wealth Group Ltd | History | Added to | 33,304 | 23,236 | 5.29% | 5.57% | 110 | +289 | 0.88% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 33,120 | 23,108 | 0.48% | 0.56% | 111 | +307 | 0.94% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 32,386 | 22,596 | 3.13% | 3.44% | 112 | -298 | -0.91% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 32,173 | 22,447 | 2.66% | 3.03% | 113 | -1,250 | -3.74% | Q1 2026 | Apr 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 31,981 | 22,313 | 1.25% | 1.29% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 31,496 | 21,975 | 0.06% | 0.07% | 115 | -1,839 | -5.52% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,425 | 21,925 | 0.09% | 0.09% | 116 | +1,606 | 5.39% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 30,531 | 21,301 | 2.86% | 3.88% | 117 | -7,270 | -19.23% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 30,523 | 21,296 | 0.83% | 1.07% | 118 | -7,558 | -19.85% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | Reduced | 29,983 | 20,919 | 0.34% | 0.53% | 119 | -8,235 | -21.55% | Q1 2026 | May 06, 2026 |
| SCS Capital Management LLC | History | Added to | 29,756 | 20,761 | 0.22% | 0.23% | 120 | +505 | 1.73% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,475 | 20,565 | 0.37% | 0.39% | 121 | +454 | 1.56% | Q1 2026 | Apr 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 29,451 | 20,548 | 1.02% | 1.09% | 122 | +125 | 0.43% | Q1 2026 | May 07, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 29,196 | 20,370 | 1.93% | 1.86% | 123 | +3,249 | 12.52% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 29,116 | 20,315 | 0.13% | 0.14% | 124 | -163 | -0.56% | Q1 2026 | Apr 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 28,943 | 20,194 | 0.41% | 0.36% | 125 | +1,704 | 6.26% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 28,843 | 20,124 | 0.1% | 0.08% | 126 | +8,871 | 44.42% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 28,324 | 19,762 | 0.01% | — | 127 | +28,324 | New | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 27,938 | 19,493 | 5.44% | 5.65% | 128 | +135 | 0.49% | Q1 2026 | May 11, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 27,848 | 19,430 | 15.48% | 16.19% | 129 | +661 | 2.43% | Q1 2026 | Apr 16, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 27,754 | 19,364 | 1.62% | 1.73% | 130 | -500 | -1.77% | Q1 2026 | May 01, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 27,310 | 19,055 | 4.29% | 4.13% | 131 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,250 | 19,012 | 0.23% | 0.28% | 132 | +1,006 | 3.83% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 27,242 | 19,007 | 0.06% | 0.06% | 133 | +4,328 | 18.89% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 27,067 | 18,885 | 0.45% | 0.57% | 134 | -6,542 | -19.47% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 27,040 | 18,866 | 0.35% | 0.4% | 135 | -588 | -2.13% | Q1 2026 | Apr 16, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 26,860 | 18,740 | 0.08% | 0.09% | 136 | -3,428 | -11.32% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 26,718 | 18,641 | 0.63% | 0.43% | 137 | -224 | -0.83% | Q1 2026 | Apr 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 26,408 | 18,423 | 1.55% | 1.68% | 138 | -153 | -0.58% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 26,370 | 18,398 | 0.3% | 0.32% | 139 | +118 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,294 | 18,345 | 0.49% | 0.56% | 140 | +3,245 | 14.08% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 26,209 | 18,286 | 0.2% | 0.23% | 141 | -869 | -3.21% | Q1 2026 | Apr 20, 2026 |
| NRI Wealth Management LC | History | No change | 24,255 | 18,282 | 9.32% | 9.32% | 142 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 25,936 | 18,096 | 0.21% | 0.25% | 143 | -3,400 | -11.59% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 25,552 | 17,828 | 4.05% | 4.41% | 144 | -485 | -1.86% | Q1 2026 | Apr 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 25,111 | 17,520 | 1.19% | 1.29% | 145 | -325 | -1.28% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 24,976 | 17,426 | 0.8% | 0.81% | 146 | +462 | 1.88% | Q1 2026 | May 06, 2026 |
| Pioneer Family Office, LLC | History | Added to | 24,925 | 17,390 | 11.17% | 8.28% | 147 | +8,657 | 53.21% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 24,767 | 17,280 | 0.19% | 0.04% | 148 | +22,646 | 1067.7% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,668 | 17,211 | 0.14% | 0.15% | 149 | +7,800 | 46.24% | Q1 2026 | May 15, 2026 |
| Junk Investment Group, LLC | History | New | 24,357 | 16,994 | 8.91% | — | 150 | +24,357 | New | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,270 | 16,933 | 0.21% | 0.21% | 151 | +1,497 | 6.57% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,216 | 16,896 | 0.34% | 0.36% | 152 | +558 | 2.36% | Q1 2026 | May 14, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 24,189 | 16,877 | 2.89% | 3.07% | 153 | -623 | -2.51% | Q1 2026 | May 04, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 23,992 | 16,739 | 5.55% | 6.79% | 154 | +525 | 2.24% | Q1 2026 | Apr 23, 2026 |
| Main Management LLC | History | Added to | 23,778 | 16,590 | 1.21% | 1.27% | 155 | +306 | 1.3% | Q1 2026 | May 14, 2026 |
| KWMG, LLC | History | Reduced | 23,218 | 16,199 | 1.35% | 1.52% | 156 | -146 | -0.62% | Q1 2026 | Apr 09, 2026 |
| Curi Capital, LLC | History | Reduced | 23,155 | 16,155 | 0.29% | 0.3% | 157 | -7 | -0.03% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,951 | 16,013 | 0.08% | 0.1% | 158 | +4,254 | 22.75% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 21,550 | 15,927 | 2.22% | 2.21% | 159 | +1,237 | 6.09% | Q1 2026 | Apr 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 21,462 | 15,862 | 3.01% | 3.14% | 160 | +458 | 2.18% | Q1 2026 | Apr 09, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 22,655 | 15,806 | 6.57% | 6.71% | 161 | +1,338 | 6.28% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,571 | 15,747 | 0.12% | 0.13% | 162 | +1,512 | 7.18% | Q1 2026 | Apr 15, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 22,254 | 15,527 | 3.96% | 4.41% | 163 | -247 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Curtis Advisory Group, LLC | History | No change | 22,183 | 15,477 | 3.34% | 3.51% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 22,121 | 15,434 | 0.17% | 0.18% | 165 | +537 | 2.49% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,960 | 15,321 | 0.19% | 0.2% | 166 | +1,494 | 7.3% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 21,689 | 15,132 | 2.61% | 2.66% | 167 | +969 | 4.68% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 21,285 | 14,850 | 0.32% | 0.38% | 168 | -1,022 | -4.58% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 21,282 | 14,848 | 5.85% | 6.57% | 169 | -383 | -1.77% | Q1 2026 | May 11, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 21,175 | 14,773 | 4.39% | 4.96% | 170 | -2,248 | -9.6% | Q1 2026 | Apr 20, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 21,117 | 14,733 | 2.6% | 2.86% | 171 | -3,325 | -13.6% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 21,101 | 14,722 | 0.5% | 0.54% | 172 | +801 | 3.95% | Q1 2026 | Apr 17, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 20,952 | 14,618 | 2.8% | 2.99% | 173 | +231 | 1.11% | Q1 2026 | May 01, 2026 |
| Karpus Management, Inc. | History | Reduced | 20,880 | 14,568 | 0.45% | 0.58% | 174 | -4,097 | -16.4% | Q1 2026 | May 14, 2026 |
| FCA CORP /TX | History | Reduced | 20,659 | 14,413 | 4.07% | 4.41% | 175 | -48 | -0.23% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 20,552 | 14,339 | 1.22% | 1.37% | 176 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,460 | 14,275 | 0.52% | 0.58% | 177 | +3,729 | 22.29% | Q1 2026 | May 19, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 20,253 | 14,130 | 0.78% | 0.83% | 178 | -600 | -2.88% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 20,241 | 14,122 | 0.0% | 0.0% | 179 | -1,069 | -5.02% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 20,097 | 14,022 | 5.51% | 5.86% | 180 | -515 | -2.5% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 19,952 | 13,920 | 0.0% | 0.0% | 181 | +14,841 | 290.37% | Q1 2026 | May 13, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 19,879 | 13,870 | 3.15% | 3.21% | 182 | -313 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,647 | 13,708 | 0.29% | 0.31% | 183 | +613 | 3.22% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | No change | 19,227 | 13,415 | 0.94% | 0.77% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 19,195 | 13,392 | 0.46% | 0.51% | 185 | -165 | -0.85% | Q1 2026 | Apr 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 19,189 | 13,388 | 0.43% | 0.26% | 186 | -842 | -4.2% | Q1 2026 | Apr 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 19,102 | 13,327 | 1.93% | 2.05% | 187 | -20 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,864 | 13,161 | 0.35% | 0.38% | 188 | -775 | -3.95% | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 25,120 | 13,073 | 2.38% | 2.23% | 189 | +8,229 | 48.72% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,324 | 12,784 | 0.17% | 0.19% | 190 | +239 | 1.32% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 18,120 | 12,642 | 1.13% | 1.25% | 191 | -82 | -0.45% | Q1 2026 | Apr 17, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 17,951 | 12,524 | 7.3% | 7.98% | 192 | +227 | 1.28% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,640 | 12,307 | 0.01% | 0.02% | 193 | -619 | -3.39% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | Reduced | 17,538 | 12,236 | 9.99% | 12.74% | 194 | -526 | -2.91% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 17,403 | 12,142 | 2.39% | 2.62% | 195 | -383 | -2.15% | Q1 2026 | Apr 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 17,397 | 12,137 | 0.69% | 0.72% | 196 | +500 | 2.96% | Q1 2026 | May 07, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 17,390 | 12,133 | 1.16% | 1.47% | 197 | -2,095 | -10.75% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 17,372 | 12,120 | 4.17% | 4.31% | 198 | -257 | -1.46% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 17,000 | 11,861 | 4.43% | 5.05% | 199 | -1,502 | -8.12% | Q1 2026 | May 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 16,905 | 11,794 | 0.28% | 0.3% | 200 | -248 | -1.45% | Q1 2026 | Apr 30, 2026 |
| JBR Co Financial Management Inc | History | No change | 15,633 | 11,783 | 4.93% | 4.93% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,658 | 11,771 | 0.11% | 0.13% | 202 | +860 | 5.44% | Q1 2026 | Apr 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,711 | 11,659 | 0.88% | 1.0% | 203 | +260 | 1.58% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | Reduced | 16,627 | 11,601 | 2.68% | 2.92% | 204 | -256 | -1.52% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,335 | 11,559 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 16,430 | 11,464 | 0.36% | 0.27% | 206 | +5,503 | 50.36% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 16,432 | 11,464 | 6.79% | 10.16% | 207 | -2,067 | -11.17% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Reduced | 16,215 | 11,313 | 0.17% | 0.19% | 208 | -179 | -1.09% | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 16,085 | 11,223 | 0.34% | 0.06% | 209 | +13,449 | 510.2% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 16,070 | 11,212 | 0.35% | 0.39% | 210 | +499 | 3.2% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,065 | 11,208 | 0.01% | 0.02% | 211 | -18,946 | -54.11% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 15,761 | 11,010 | 0.08% | 0.09% | 212 | +400 | 2.6% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Reduced | 15,749 | 10,988 | 3.57% | 3.51% | 213 | -819 | -4.94% | Q1 2026 | Apr 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,508 | 10,860 | 1.03% | 1.05% | 214 | +275 | 1.81% | Q1 2026 | May 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,451 | 10,811 | 0.17% | 0.19% | 215 | +109 | 0.71% | Q1 2026 | Apr 14, 2026 |
| New Insight Wealth Advisors | History | Reduced | 15,300 | 10,675 | 3.83% | 4.12% | 216 | -7 | -0.05% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,052 | 10,502 | 0.06% | 0.07% | 217 | -330 | -2.15% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 101,732 | 10,491 | 0.19% | 0.39% | 218 | +90,784 | 829.23% | Q1 2026 | May 01, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 15,028 | 10,485 | 3.1% | 3.81% | 219 | -1,339 | -8.18% | Q1 2026 | Apr 20, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 14,973 | 10,446 | 1.08% | 1.19% | 220 | -128 | -0.85% | Q1 2026 | Apr 20, 2026 |
| Financial Freedom, LLC | History | Reduced | 14,866 | 10,372 | 5.17% | 5.57% | 221 | -23 | -0.15% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 14,841 | 10,354 | 1.23% | 1.31% | 222 | +63 | 0.43% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 14,811 | 10,334 | 0.67% | 0.72% | 223 | +106 | 0.72% | Q1 2026 | Apr 15, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 14,759 | 10,297 | 2.57% | 4.86% | 224 | -3,340 | -18.45% | Q1 2026 | May 11, 2026 |
| Olistico Wealth, LLC | History | Reduced | 14,749 | 10,290 | 5.07% | 6.19% | 225 | -2,092 | -12.42% | Q1 2026 | Apr 08, 2026 |
| SWAN Capital LLC | History | Reduced | 14,724 | 10,273 | 3.78% | 4.87% | 226 | -1,889 | -11.37% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 14,715 | 10,267 | 0.23% | 0.24% | 227 | +285 | 1.98% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 14,681 | 10,243 | 1.16% | 1.22% | 228 | +18 | 0.12% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,633 | 10,209 | 0.42% | 0.47% | 229 | -484 | -3.2% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,547 | 10,149 | 0.0% | 0.02% | 230 | +2,650 | 22.27% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 14,440 | 10,075 | 0.12% | 0.15% | 232 | -3,158 | -17.95% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,367 | 10,075 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,388 | 10,038 | 0.0% | 0.0% | 233 | +1,122 | 8.46% | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 13,428 | 9,938 | 0.73% | 0.86% | 234 | -1,796 | -11.8% | Q1 2026 | Apr 13, 2026 |
| Summitas Investment Management LLC | History | New | 14,170 | 9,886 | 7.75% | — | 235 | +14,170 | New | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 14,093 | 9,832 | 0.72% | 0.79% | 236 | +34 | 0.24% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 14,037 | 9,793 | 0.05% | 0.06% | 237 | +1,252 | 9.79% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,024 | 9,786 | 0.78% | 0.82% | 238 | +275 | 2.0% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 14,009 | 9,774 | 3.05% | 3.4% | 239 | -233 | -1.64% | Q1 2026 | Apr 10, 2026 |
| Wedmont Private Capital | History | Added to | 13,209 | 9,762 | 0.31% | 0.33% | 240 | +667 | 5.32% | Q1 2026 | Apr 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 13,979 | 9,753 | 3.83% | 4.23% | 241 | +183 | 1.33% | Q1 2026 | Apr 17, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 13,906 | 9,702 | 4.23% | 4.49% | 242 | +68 | 0.49% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 13,830 | 9,649 | 0.03% | 0.03% | 243 | -175 | -1.25% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 85,561 | 9,608 | 0.26% | 0.33% | 244 | +75,360 | 738.75% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | Reduced | 13,640 | 9,516 | 0.09% | 0.09% | 245 | -68 | -0.5% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,609 | 9,495 | 0.01% | — | 246 | +13,609 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 108,498 | 9,462 | 0.07% | 0.08% | 247 | +94,648 | 683.38% | Q1 2026 | May 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 90,840 | 9,461 | 4.72% | 4.65% | 248 | +79,570 | 706.03% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 13,535 | 9,443 | 0.2% | 0.22% | 249 | -9 | -0.07% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 13,508 | 9,424 | 3.14% | 3.15% | 250 | +835 | 6.59% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,373 | 9,330 | 0.11% | 0.12% | 251 | +18 | 0.13% | Q1 2026 | May 01, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 13,313 | 9,288 | 1.06% | 1.22% | 252 | -1,243 | -8.54% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 13,306 | 9,284 | 1.43% | 1.54% | 253 | +696 | 5.52% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,306 | 9,283 | 0.07% | 0.06% | 254 | +2,690 | 25.34% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 12,912 | 9,009 | 0.01% | 0.01% | 255 | +59 | 0.46% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,876 | 8,983 | 1.51% | 1.6% | 256 | +273 | 2.17% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 12,854 | 8,968 | 0.26% | 0.29% | 257 | -435 | -3.27% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,586 | 8,781 | 0.16% | 0.17% | 258 | +512 | 4.24% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 12,565 | 8,767 | 0.02% | 0.03% | 259 | +47 | 0.38% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Reduced | 12,445 | 8,683 | 1.93% | 2.11% | 260 | -84 | -0.67% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 12,442 | 8,681 | 0.07% | 0.06% | 261 | +2,735 | 28.18% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 99,329 | 8,662 | 0.14% | 0.16% | 262 | +87,055 | 709.26% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 11,430 | 8,615 | 2.7% | 2.7% | 263 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,105 | 8,445 | 0.12% | 0.12% | 264 | +685 | 6.0% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,020 | 8,386 | 0.05% | 0.05% | 265 | +323 | 2.76% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 12,017 | 8,384 | 0.03% | 0.04% | 266 | +320 | 2.74% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 11,973 | 8,354 | 0.09% | 0.06% | 267 | +6,055 | 102.31% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 11,010 | 8,299 | 1.3% | 1.3% | 268 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,872 | 8,283 | 0.21% | 0.25% | 269 | -736 | -5.84% | Q1 2026 | Apr 07, 2026 |
| DAGCO, INC. | History | Added to | 11,719 | 8,176 | 1.77% | 2.02% | 270 | +96 | 0.83% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,520 | 8,038 | 0.49% | 0.58% | 271 | -618 | -5.09% | Q1 2026 | Apr 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 11,499 | 8,023 | 5.36% | 3.21% | 272 | +2,899 | 33.71% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,372 | 7,934 | 0.18% | 0.16% | 273 | +7,043 | 162.69% | Q1 2026 | Apr 27, 2026 |
| Banque Transatlantique SA | History | New | 11,322 | 7,899 | 0.19% | — | 275 | +11,322 | New | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,319 | 7,899 | 0.01% | 0.01% | 274 | +4,994 | 78.96% | Q1 2026 | May 06, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 11,272 | 7,865 | 0.57% | 0.6% | 276 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 11,230 | 7,835 | 5.12% | 6.37% | 277 | -2,754 | -19.69% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Reduced | 11,188 | 7,806 | 0.22% | 0.23% | 278 | -127 | -1.12% | Q1 2026 | May 04, 2026 |
| Banco Santander, S.A. | History | Added to | 11,100 | 7,744 | 0.06% | 0.05% | 279 | +1,480 | 15.38% | Q1 2026 | May 08, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 11,065 | 7,720 | 1.0% | 1.16% | 280 | -159 | -1.42% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,036 | 7,700 | 0.29% | 0.31% | 281 | +177 | 1.63% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 11,034 | 7,698 | 0.13% | 0.15% | 282 | -217 | -1.93% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,977 | 7,659 | 0.04% | 0.05% | 283 | -428 | -3.75% | Q1 2026 | Apr 30, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 10,867 | 7,582 | 3.08% | 3.38% | 284 | -540 | -4.73% | Q1 2026 | Apr 24, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 10,758 | 7,506 | 1.29% | 1.4% | 285 | -58 | -0.54% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 10,650 | 7,430 | 0.15% | 0.17% | 286 | -343 | -3.12% | Q1 2026 | Apr 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 10,447 | 7,288 | 0.39% | 0.79% | 287 | -8,550 | -45.01% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 10,446 | 7,287 | 0.09% | 0.1% | 288 | -353 | -3.27% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 10,329 | 7,206 | 0.09% | 0.09% | 289 | -78 | -0.75% | Q1 2026 | May 05, 2026 |
| Dougherty & Associates, LLC | History | Added to | 10,211 | 7,124 | 6.55% | 6.4% | 290 | +716 | 7.54% | Q1 2026 | Apr 21, 2026 |
| Advantage Trust Co | History | Reduced | 10,169 | 7,095 | 3.18% | 3.68% | 291 | -666 | -6.15% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 9,994 | 6,972 | 0.23% | 0.24% | 292 | +204 | 2.08% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 9,982 | 6,964 | 0.03% | 0.03% | 293 | +3,104 | 45.13% | Q1 2026 | May 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 9,970 | 6,956 | 1.97% | 1.98% | 294 | +637 | 6.83% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,847 | 6,870 | 0.1% | 0.12% | 295 | -767 | -7.23% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 64,832 | 6,804 | 0.09% | 0.08% | 296 | +56,685 | 695.78% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 9,597 | 6,696 | 0.04% | 0.03% | 297 | +2,063 | 27.38% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,579 | 6,683 | 0.3% | 0.39% | 298 | -1,434 | -13.02% | Q1 2026 | May 12, 2026 |
| Oak Harvest Investment Services | History | Added to | 9,566 | 6,674 | 0.7% | 0.74% | 299 | +521 | 5.76% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Added to | 9,464 | 6,603 | 0.36% | 0.42% | 300 | +51 | 0.54% | Q1 2026 | May 14, 2026 |