VANGUARD WORLD FUND - VHT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 1,771,554 529,712 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,550,340 463,567 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,357,653 405,951 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 909,110 271,832 3.4% 3.4% 4 0 0.0% Q2 2026 Aug 13, 2026
Clal Insurance Enterprises Holdings Ltd History No change 812,000 242,796 1.09% 1.09% 5 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 810,666 242,397 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 07, 2026
EVERETT HARRIS & CO /CA/ History No change 733,600 219,353 2.69% 2.69% 7 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 724,983 216,777 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 463,799 138,682 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 426,345 127,481 0.03% 0.03% 10 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 402,445 120,335 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 381,223 113,989 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 367,792 109,982 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
Beacon Capital Management, Inc. History No change 310,253 92,768 5.61% 5.61% 14 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 256,444 76,755 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 237,159 70,912 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 222,064 67,159 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 217,181 64,943 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 201,925 60,377 0.23% 0.23% 19 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 192,656 57,605 0.07% 0.07% 20 0 0.0% Q2 2026 Jul 29, 2026
Allied Investment Advisors, LLC History No change 180,940 54,102 6.79% 6.79% 21 0 0.0% Q2 2026 Jul 20, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 177,385 53,039 2.85% 2.85% 22 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History No change 138,608 41,445 0.1% 0.1% 23 0 0.0% Q2 2026 Jul 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 136,925 40,941 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 134,801 40,306 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 132,369 39,579 0.8% 0.8% 26 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 130,319 38,967 0.08% 0.08% 27 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 128,929 38,551 0.1% 0.1% 28 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 117,430 35,112 2.14% 2.14% 29 0 0.0% Q2 2026 Jul 13, 2026
MML INVESTORS SERVICES, LLC History No change 117,147 35,028 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 111,740 33,411 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 02, 2026
TRUIST FINANCIAL CORP History No change 105,841 31,647 0.04% 0.04% 32 0 0.0% Q2 2026 Jul 28, 2026
AGF MANAGEMENT LTD History No change 101,584 30,374 0.12% 0.12% 33 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 100,678 30,103 1.12% 1.12% 34 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 99,226 29,669 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 19, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 98,596 29,482 0.34% 0.34% 36 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 96,248 28,779 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 13, 2026
Wheelhouse Advisory Group LLC History No change 89,830 26,860 7.58% 7.58% 38 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 88,576 26,693 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Capital Advantage, Inc. History No change 88,732 26,531 3.24% 3.24% 40 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 87,583 26,188 0.13% 0.13% 41 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 83,896 25,085 0.07% 0.07% 42 0 0.0% Q2 2026 Aug 04, 2026
ALTFEST L J & CO INC History No change 81,445 24,352 2.36% 2.36% 43 0 0.0% Q2 2026 Jul 30, 2026
Creative Planning History No change 81,231 24,288 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 80,846 24,173 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 78,577 23,495 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 14, 2026
CHAI TRUST CO LLC History No change 64,431 19,265 1.32% 1.32% 47 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 64,153 19,182 0.19% 0.19% 48 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 63,260 18,915 0.23% 0.23% 49 0 0.0% Q2 2026 Aug 04, 2026
Main Management LLC History No change 61,738 18,460 1.24% 1.24% 50 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 61,152 18,285 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 60,071 17,961 0.06% 0.06% 52 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 59,196 17,700 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 58,951 17,626 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 58,281 17,426 0.31% 0.31% 55 0 0.0% Q2 2026 Jul 23, 2026
Baird Financial Group, Inc. History No change 57,247 17,117 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 12, 2026
KCM INVESTMENT ADVISORS LLC History No change 57,047 17,057 0.51% 0.51% 57 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 56,991 17,040 1.14% 1.14% 58 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 54,416 16,271 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 52,674 15,750 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 52,193 15,606 2.69% 2.69% 61 0 0.0% Q2 2026 Jul 02, 2026
Morningstar Investment Management LLC History No change 56,514 15,390 0.95% 0.95% 62 0 0.0% Q2 2026 Jul 21, 2026
Lakeshore Financial Planning, Inc. History No change 51,457 15,386 4.95% 4.95% 63 0 0.0% Q2 2026 Jul 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 50,139 14,992 0.11% 0.11% 64 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 48,389 14,468 0.07% 0.07% 65 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 48,348 14,456 0.09% 0.09% 66 0 0.0% Q2 2026 Sep 08, 2026
FMR LLC History No change 47,916 14,327 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 47,734 14,272 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 12, 2026
Ballast, Inc. History No change 46,127 13,792 2.6% 2.6% 69 0 0.0% Q2 2026 Jul 10, 2026
Adaptive Financial Consulting, LLC History No change 44,515 13,310 4.66% 4.66% 70 0 0.0% Q2 2026 Aug 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 44,319 13,251 0.89% 0.89% 71 0 0.0% Q2 2026 Jul 20, 2026
Marotta Asset Management History Reduced 41,065 12,979 2.2% 2.53% 72 -9,536 -18.85% Q3 2026 Oct 02, 2026
Corient Private Wealth LP History No change 42,930 12,836 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 27, 2026
FIFTH THIRD BANCORP History No change 42,791 12,794 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 05, 2026
SP Asset Management LLC History No change 42,255 12,634 1.01% 1.01% 75 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 48,420 12,587 0.02% 0.02% 76 0 0.0% Q2 2026 Jul 15, 2026
DMKC Advisory Services, LLC History No change 41,280 12,342 2.33% 2.33% 77 0 0.0% Q2 2026 Jul 07, 2026
Atlas Legacy Advisors, LLC History No change 40,787 12,187 1.8% 1.8% 78 0 0.0% Q2 2026 Jul 31, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 40,402 12,080 6.78% 6.78% 79 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 39,501 11,811 0.19% 0.19% 80 0 0.0% Q2 2026 Jul 28, 2026
Focus Financial Network, Inc. History No change 38,701 11,571 0.36% 0.36% 81 0 0.0% Q2 2026 Jul 09, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 36,447 11,520 0.3% 0.31% 82 -3,560 -8.9% Q3 2026 Oct 05, 2026
TrueWealth Financial Partners History No change 37,253 11,139 4.6% 4.6% 83 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 37,158 11,110 3.54% 3.54% 84 0 0.0% Q2 2026 Jul 23, 2026
New England Private Wealth Advisors LLC History No change 34,728 10,594 1.02% 1.02% 85 0 0.0% Q2 2026 Aug 04, 2026
Royal Fund Management, LLC History No change 35,235 10,535 0.88% 0.88% 86 0 0.0% Q2 2026 Jul 20, 2026
Polianta Ltd History No change 34,200 10,226 1.26% 1.26% 87 0 0.0% Q2 2026 Jul 08, 2026
TRUST CO OF OKLAHOMA History No change 33,654 10,062 2.59% 2.59% 88 0 0.0% Q2 2026 Jul 14, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 32,467 9,896 5.28% 5.28% 89 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 32,984 9,862 0.06% 0.06% 90 0 0.0% Q2 2026 Jul 20, 2026
LM Advisors LLC History No change 30,901 9,254 1.07% 1.07% 91 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 30,700 9,179 0.05% 0.05% 92 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 27,939 8,354 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 27,880 8,336 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 26,713 7,987 1.59% 1.59% 95 0 0.0% Q2 2026 Jul 22, 2026
Dakota Wealth Management History No change 26,641 7,965 0.15% 0.15% 96 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 26,021 7,890 1.13% 1.13% 97 0 0.0% Q2 2026 Aug 06, 2026
Beacon Pointe Advisors, LLC History No change 26,357 7,880 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 18, 2026
BTG Pactual Asset Management US LLC History No change 26,316 7,868 0.49% 0.49% 99 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 26,164 7,823 0.86% 0.86% 100 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 26,016 7,778 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 25,613 7,658 0.14% 0.14% 102 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 25,549 7,639 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 25,395 7,593 0.1% 0.1% 104 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 24,943 7,458 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Group, LLC History No change 24,838 7,426 1.51% 1.51% 106 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 24,739 7,397 0.04% 0.04% 107 0 0.0% Q2 2026 Jul 24, 2026
Sharper & Granite LLC History No change 24,689 7,382 2.29% 2.29% 108 0 0.0% Q2 2026 Jul 16, 2026
BAILARD, INC. History No change 24,668 7,375 0.15% 0.15% 109 0 0.0% Q2 2026 Jul 30, 2026
SCOTIA CAPITAL INC. History No change 23,926 7,154 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 11, 2026
White Lighthouse Investment Management Inc. History No change 23,758 7,103 0.89% 0.89% 111 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 23,566 7,046 0.13% 0.13% 112 0 0.0% Q2 2026 Aug 06, 2026
CALTON & ASSOCIATES, INC. History No change 23,369 6,987 1.02% 1.02% 113 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 23,292 6,964 0.12% 0.12% 114 0 0.0% Q2 2026 Jul 21, 2026
JMAC ENTERPRISES LLC History No change 23,257 6,954 1.17% 1.17% 115 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 23,144 6,920 0.05% 0.05% 116 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 23,006 6,878 0.09% 0.09% 117 0 0.0% Q2 2026 Aug 12, 2026
Apollon Financial, LLC History No change 22,881 6,841 0.81% 0.81% 118 0 0.0% Q2 2026 Jul 22, 2026
Equitable Holdings, Inc. History No change 22,738 6,798 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 17, 2026
Trinity Legacy Partners, LLC History No change 21,854 6,646 1.33% 1.33% 120 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 22,126 6,615 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 22,118 6,613 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 21,659 6,476 0.03% 0.03% 123 0 0.0% Q2 2026 Aug 11, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 21,584 6,453 2.99% 2.99% 124 0 0.0% Q2 2026 Aug 14, 2026
Safeguard Investment Advisory Group, LLC History No change 21,446 6,414 1.48% 1.48% 125 0 0.0% Q2 2026 Aug 13, 2026
Madden Advisory Services, Inc. History No change 21,316 6,373 2.29% 2.29% 126 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 21,112 6,312 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 21,047 6,293 1.17% 1.17% 128 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Advisory, LLC History No change 20,947 6,263 0.52% 0.52% 129 0 0.0% Q2 2026 Jul 29, 2026
Destination Wealth Management History No change 20,672 6,181 0.14% 0.14% 130 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 20,209 6,042 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 19,878 5,943 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 19,874 5,942 0.28% 0.28% 133 0 0.0% Q2 2026 Jul 28, 2026
David Kennon Inc History No change 19,829 5,929 1.96% 1.96% 134 0 0.0% Q2 2026 Jul 22, 2026
SAGE RHINO CAPITAL LLC History No change 19,720 5,896 0.96% 0.96% 135 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History No change 19,397 5,799 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 30, 2026
CVA Family Office, LLC History No change 18,946 5,665 0.51% 0.51% 137 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 18,628 5,570 0.42% 0.42% 138 0 0.0% Q2 2026 Sep 15, 2026
Curran Financial Partners, LLC History No change 18,101 5,412 0.81% 0.81% 139 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 17,534 5,242 0.13% 0.13% 140 0 0.0% Q2 2026 Jul 29, 2026
JANE STREET GROUP, LLC History No change 17,100 5,113 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
First PREMIER Bank History No change 16,486 4,929 0.8% 0.8% 142 0 0.0% Q2 2026 Jul 15, 2026
Gibraltar Capital Management, Inc. History No change 16,395 4,902 0.75% 0.75% 143 0 0.0% Q2 2026 Jul 20, 2026
Onyx Bridge Wealth Group LLC History No change 16,192 4,841 0.44% 0.44% 144 0 0.0% Q2 2026 Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 16,120 4,820 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 13, 2026
AMI INVESTMENT MANAGEMENT INC History No change 16,106 4,815 1.02% 1.02% 146 0 0.0% Q2 2026 Jul 15, 2026
WEBSTER BANK, N. A. History No change 16,007 4,786 0.42% 0.42% 147 0 0.0% Q2 2026 Jul 20, 2026
Circle Wealth Management, LLC History No change 15,957 4,771 0.06% 0.06% 148 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 15,636 4,675 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,330 4,583 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 10, 2026
Paradigm Capital Management, LLC/NV History No change 15,061 4,503 3.87% 3.87% 151 0 0.0% Q2 2026 Aug 13, 2026
Guardian Wealth Management, LLC History No change 14,985 4,480 1.26% 1.26% 152 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 14,937 4,466 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 14,839 4,462 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 14,901 4,455 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 17, 2026
HB Wealth Management, LLC History No change 14,902 4,455 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 29, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 14,873 4,447 2.47% 2.47% 157 0 0.0% Q2 2026 Jul 16, 2026
Orion Porfolio Solutions, LLC History No change 14,493 4,333 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 14,435 4,316 0.17% 0.17% 159 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 14,401 4,306 0.04% 0.04% 160 0 0.0% Q2 2026 Jul 28, 2026
Crestwood Advisors Group, LLC History No change 14,400 4,305 0.06% 0.06% 161 0 0.0% Q2 2026 Aug 03, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 14,093 4,213 1.13% 1.13% 162 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Wealth Management, LLC History No change 14,027 4,194 0.18% 0.18% 163 0 0.0% Q2 2026 Jul 22, 2026
PARK NATIONAL CORP /OH/ History Reduced 13,207 4,174 0.11% 0.12% 164 -674 -4.86% Q3 2026 Oct 05, 2026
Baron Financial Group, LLC History No change 13,870 4,147 1.98% 1.98% 165 0 0.0% Q2 2026 Jul 09, 2026
Concurrent Investment Advisors, LLC History No change 13,799 4,125 0.04% 0.04% 166 0 0.0% Q2 2026 Jul 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 13,642 4,079 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 13,603 4,067 0.68% 0.68% 168 0 0.0% Q2 2026 Aug 05, 2026
Praetorian Wealth Management, Inc. History No change 13,410 4,009 0.69% 0.69% 169 0 0.0% Q2 2026 Jul 07, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 13,320 3,982 0.14% 0.14% 170 0 0.0% Q2 2026 Aug 17, 2026
Sound View Wealth Advisors Group, LLC History No change 13,279 3,970 0.25% 0.25% 171 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 13,216 3,953 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 13,206 3,948 0.09% 0.09% 173 0 0.0% Q2 2026 Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 13,165 3,936 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 10, 2026
Tranquilli Financial Advisor LLC History No change 12,885 3,852 2.07% 2.07% 175 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 12,881 3,851 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 12,879 3,850 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 11, 2026
Baker Ellis Asset Management LLC History No change 12,807 3,829 0.4% 0.4% 178 0 0.0% Q2 2026 Jul 23, 2026
Advisors Capital Management, LLC History No change 12,648 3,782 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 12,558 3,754 0.09% 0.09% 180 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 12,531 3,746 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 12,479 3,731 0.12% 0.12% 182 0 0.0% Q2 2026 Jul 27, 2026
CORA CAPITAL ADVISORS LLC History No change 12,142 3,630 1.02% 1.02% 183 0 0.0% Q2 2026 Jul 24, 2026
One Day In July LLC History No change 11,859 3,545 0.25% 0.25% 184 0 0.0% Q2 2026 Aug 03, 2026
Aspen Wealth Strategies, LLC History No change 11,573 3,460 1.67% 1.67% 185 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 11,515 3,443 0.45% 0.45% 186 0 0.0% Q2 2026 Jul 27, 2026
Altura Wealth Advisors Inc. History No change 11,333 3,388 1.14% 1.14% 187 0 0.0% Q2 2026 Jul 22, 2026
Fischer Financial Services, Inc. History No change 11,102 3,319 0.83% 0.83% 188 0 0.0% Q2 2026 Aug 11, 2026
RCW Management, LLC History No change 11,037 3,300 2.96% 2.96% 189 0 0.0% Q2 2026 Jul 21, 2026
Raab & Moskowitz Asset Management LLC History No change 10,673 3,191 0.64% 0.64% 190 0 0.0% Q2 2026 Jul 28, 2026
Joule Financial, LLC History No change 10,567 3,159 0.86% 0.86% 191 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 10,548 3,153 0.07% 0.07% 192 0 0.0% Q2 2026 Aug 14, 2026
Richmond Brothers, Inc. History No change 10,501 3,139 1.63% 1.63% 193 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 10,062 3,008 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 10,018 2,995 0.05% 0.05% 195 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History No change 9,710 2,903 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Autumn Glory Partners, LLC History No change 9,572 2,862 0.81% 0.81% 197 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 9,568 2,860 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 9,464 2,829 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 9,448 2,824 0.03% 0.03% 200 0 0.0% Q2 2026 Aug 06, 2026
Financial Freedom, LLC History No change 9,421 2,817 1.29% 1.29% 201 0 0.0% Q2 2026 Aug 05, 2026
O'ROURKE & COMPANY, Inc History No change 9,342 2,793 0.97% 0.97% 202 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 9,337 2,791 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 9,309 2,783 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
CDKV HOLDINGS LLC History No change 9,232 2,760 2.16% 2.16% 205 0 0.0% Q2 2026 Jul 30, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 9,213 2,754 0.28% 0.28% 206 0 0.0% Q2 2026 Jul 13, 2026
Cresset Asset Management, LLC History No change 9,132 2,730 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 9,091 2,718 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 9,086 2,716 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History No change 9,058 2,708 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 17, 2026
Cassaday & Co Wealth Management LLC History No change 9,048 2,705 0.05% 0.05% 211 0 0.0% Q2 2026 Aug 10, 2026
North Forty Two & Co. History No change 9,025 2,698 2.29% 2.29% 212 0 0.0% Q2 2026 Jul 24, 2026
FIRST TRUST ADVISORS LP History No change 8,928 2,669 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 11, 2026
Thayer Partners, LLC / MA History No change 8,925 2,668 1.1% 1.1% 214 0 0.0% Q2 2026 Jul 31, 2026
FIRST FINANCIAL CORP /IN/ History No change 8,837 2,642 0.91% 0.91% 215 0 0.0% Q2 2026 Jul 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 8,831 2,640 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 20, 2026
Artesa Financial Group, LLC History No change 8,711 2,604 2.22% 2.22% 217 0 0.0% Q2 2026 Jul 27, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 8,465 2,582 0.49% 0.49% 218 0 0.0% Q2 2026 Jul 27, 2026
Elm Partners Management LLC History No change 8,621 2,577 0.08% 0.08% 219 0 0.0% Q2 2026 Oct 07, 2026
Sovran Advisors, LLC History No change 8,188 2,564 0.19% 0.19% 220 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 8,517 2,546 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 8,484 2,536 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 06, 2026
Rooted Wealth Advisors, Inc. History No change 8,420 2,517 0.62% 0.62% 223 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 8,339 2,493 0.06% 0.06% 224 0 0.0% Q2 2026 Aug 05, 2026
Capital Management Associates, Inc History No change 8,337 2,492 0.5% 0.5% 225 0 0.0% Q2 2026 Jul 22, 2026
Sanctuary Advisors, LLC History No change 8,317 2,486 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 13, 2026
COZAD ASSET MANAGEMENT INC History No change 8,232 2,461 0.16% 0.16% 227 0 0.0% Q2 2026 Aug 14, 2026
ASO GROUP Ltd History No change 8,206 2,454 1.04% 1.04% 228 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 8,421 2,424 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 10, 2026
NCM Capital Management, LLC History No change 8,007 2,394 0.74% 0.74% 230 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Group, LLC / IL History No change 7,955 2,378 0.58% 0.58% 231 0 0.0% Q2 2026 Jul 30, 2026
North Star Investment Management Corp. History No change 7,802 2,333 0.13% 0.13% 232 0 0.0% Q2 2026 Jul 28, 2026
Lebenthal Global Advisors, LLC History No change 7,804 2,333 0.31% 0.31% 233 0 0.0% Q2 2026 Jul 30, 2026
AIMZ Investment Advisors, LLC History No change 7,797 2,331 0.64% 0.64% 234 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 7,778 2,325 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 7,593 2,270 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 09, 2026
RWA WEALTH PARTNERS, LLC History No change 7,464 2,231 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 07, 2026
Hilltop Holdings Inc. History No change 7,440 2,224 0.17% 0.17% 238 0 0.0% Q2 2026 Aug 13, 2026
Wall Street Financial Group, Inc. History No change 7,371 2,203 1.18% 1.18% 239 0 0.0% Q2 2026 Jul 13, 2026
DAHRING | CUSMANO LLC History No change 7,343 2,195 1.16% 1.16% 240 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 7,245 2,166 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 10, 2026
MontVue Capital Management, Inc. History No change 7,246 2,166 1.25% 1.25% 242 0 0.0% Q2 2026 Jul 27, 2026
Aprio Wealth Management, LLC History No change 7,105 2,124 0.1% 0.1% 243 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 7,051 2,108 0.02% 0.02% 244 0 0.0% Q2 2026 Jul 15, 2026
NorthCrest Asset Manangement, LLC History No change 6,872 2,106 0.05% 0.05% 245 0 0.0% Q2 2026 Jul 15, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 7,025 2,100 0.47% 0.47% 246 0 0.0% Q2 2026 Sep 02, 2026
S&A Financial Services, Inc. History No change 7,022 2,099 1.28% 1.28% 247 0 0.0% Q2 2026 Jul 27, 2026
Advantage Trust Co History No change 7,017 2,098 0.74% 0.74% 248 0 0.0% Q2 2026 Jul 17, 2026
Bluesphere Advisors LLC History No change 7,004 2,094 0.65% 0.65% 249 0 0.0% Q2 2026 Jul 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 6,997 2,092 0.08% 0.08% 250 0 0.0% Q2 2026 Jul 27, 2026
Hikari Tsushin, Inc. History No change 6,967 2,083 0.14% 0.14% 251 0 0.0% Q2 2026 Aug 11, 2026
Keebeck Wealth Management History No change 6,938 2,074 0.2% 0.2% 252 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 6,820 2,039 0.05% 0.05% 253 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 6,820 2,039 0.47% 0.47% 254 0 0.0% Q2 2026 Jul 14, 2026
GLENMEDE TRUST CO NA History No change 6,701 2,003 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 6,661 1,991 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 05, 2026
Leo H. Evart, Inc. History No change 6,599 1,973 1.56% 1.56% 257 0 0.0% Q2 2026 Aug 17, 2026
Principle Wealth Partners LLC History No change 6,588 1,969 0.1% 0.1% 258 0 0.0% Q2 2026 Aug 07, 2026
Petix & Botte Co History No change 6,582 1,968 0.4% 0.4% 259 0 0.0% Q2 2026 Aug 04, 2026
Novak & Powell Financial Services, Inc. History No change 6,576 1,966 0.93% 0.93% 260 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 6,567 1,963 0.04% 0.04% 261 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 6,566 1,963 0.05% 0.05% 262 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 6,555 1,959 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 6,539 1,955 0.1% 0.1% 264 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 6,446 1,927 0.35% 0.35% 265 0 0.0% Q2 2026 Aug 04, 2026
Eagle Strategies LLC History No change 6,402 1,914 0.19% 0.19% 266 0 0.0% Q2 2026 Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,380 1,907 0.04% 0.04% 267 0 0.0% Q2 2026 Jul 15, 2026
CATHY PARETO & ASSOCIATES, INC History No change 6,298 1,883 1.1% 1.1% 268 0 0.0% Q2 2026 Jul 15, 2026
Northstar Group, Inc. History No change 6,292 1,881 0.24% 0.24% 269 0 0.0% Q2 2026 Aug 03, 2026
RDA Financial Network History No change 6,293 1,881 0.41% 0.41% 270 0 0.0% Q2 2026 Jul 06, 2026
Harbor Asset Planning, Inc. History No change 6,226 1,860 1.4% 1.4% 271 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,181 1,848 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
Houlihan Financial Resource Group, Ltd. History No change 6,159 1,841 0.66% 0.66% 273 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 6,147 1,838 0.1% 0.1% 274 0 0.0% Q2 2026 Aug 12, 2026
Live Oak Investment Partners History No change 6,146 1,837 0.99% 0.99% 275 0 0.0% Q2 2026 Aug 10, 2026
Lighthouse Investment Partners, LLC History No change 6,121 1,830 0.05% 0.05% 276 0 0.0% Q2 2026 Aug 14, 2026
GRANDFIELD & DODD, LLC History No change 6,090 1,820 0.1% 0.1% 277 0 0.0% Q2 2026 Aug 07, 2026
Perennial Advisors, LLC History No change 6,086 1,819 0.28% 0.28% 278 0 0.0% Q2 2026 Jul 13, 2026
STEPHENS INC /AR/ History No change 5,975 1,786 0.02% 0.02% 279 0 0.0% Q2 2026 Jul 29, 2026
KINTRA WEALTH, LLC History No change 5,635 1,781 0.09% 0.09% 280 0 0.0% Q2 2026 Aug 14, 2026
Sachetta, LLC History No change 5,917 1,769 0.86% 0.86% 281 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,881 1,758 0.03% 0.03% 282 0 0.0% Q2 2026 Jul 14, 2026
Williams Jones Wealth Management, LLC. History No change 5,873 1,756 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 05, 2026
Retirement Planning Group, LLC History No change 5,846 1,748 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 5,830 1,743 0.46% 0.46% 285 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD SECURITIES, INC. History No change 5,799 1,734 0.1% 0.1% 286 0 0.0% Q2 2026 Jul 15, 2026
Adams Wealth Management History No change 5,756 1,721 0.33% 0.33% 287 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 5,756 1,721 0.28% 0.28% 288 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 5,710 1,707 0.07% 0.07% 289 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 5,663 1,693 0.36% 0.36% 290 0 0.0% Q2 2026 Jul 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,659 1,692 0.25% 0.25% 291 0 0.0% Q2 2026 Jul 21, 2026
Compass Ion Advisors, LLC History No change 5,622 1,680 0.14% 0.14% 292 0 0.0% Q2 2026 Aug 12, 2026
SAPIENT CAPITAL LLC History No change 5,619 1,680 0.02% 0.02% 293 0 0.0% Q2 2026 Jul 09, 2026
Blackston Financial Advisory Group, LLC History No change 5,598 1,673 0.94% 0.94% 294 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 5,560 1,662 0.31% 0.31% 295 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 5,529 1,653 0.37% 0.37% 296 0 0.0% Q2 2026 Jul 10, 2026
Dynamic Advisor Solutions LLC History No change 5,517 1,649 0.05% 0.05% 297 0 0.0% Q2 2026 Jul 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 5,509 1,647 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 07, 2026
Hershey Financial Advisers, LLC History No change 5,500 1,644 1.18% 1.18% 299 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 5,494 1,642 0.14% 0.14% 300 0 0.0% Q2 2026 Jul 28, 2026