VANGUARD SPECIALIZED FUNDS - VIG
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 | Reduced | 21,677,879 | 4,662,044 | 0.34% | 0.4% | 1 | -3,061,801 | -12.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 13,018,448 | 2,799,747 | 0.17% | 0.17% | 2 | +244,419 | 1.91% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 10,690,700 | 2,349,601 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,790,756 | 2,320,660 | 0.44% | 0.43% | 4 | -23,404 | -0.22% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,627,842 | 2,285,623 | 1.24% | — | 5 | +10,627,842 | New | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 8,997,146 | 1,934,926 | 4.25% | 4.85% | 6 | -882,045 | -8.93% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 7,002,475 | 1,505,952 | 0.4% | 0.41% | 7 | +92,654 | 1.34% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 6,330,804 | 1,361,502 | 0.2% | 0.22% | 8 | +71,954 | 1.15% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,720,946 | 1,230,346 | 0.38% | 0.38% | 9 | +129,137 | 2.31% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,763,602 | 1,226,578 | 7.94% | 8.03% | 10 | +57,711 | 1.01% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,141,560 | 890,683 | 0.16% | 0.15% | 11 | -17,619 | -0.42% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,195,623 | 673,317 | 0.04% | 0.04% | 12 | -49,027 | -1.51% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,496,901 | 536,983 | 0.14% | 0.15% | 13 | +199,137 | 8.67% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,487,625 | 534,988 | 0.66% | 0.72% | 14 | -212,766 | -7.88% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,446,374 | 526,174 | 0.12% | 0.13% | 15 | -171,474 | -6.55% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,374,070 | 510,567 | 0.71% | 0.75% | 16 | -197,340 | -7.67% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,351,156 | 505,656 | 0.54% | 0.57% | 17 | -6,781 | -0.29% | Q1 2026 | May 05, 2026 |
| McCarthy & Cox | History | No change | 2,263 | 497,429 | 6.03% | 6.03% | 18 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,203,257 | 473,832 | 7.26% | 7.21% | 19 | +56,084 | 2.61% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,055,747 | 433,291 | 0.21% | 0.23% | 20 | +319,559 | 18.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,954,312 | 420,444 | 0.62% | 0.61% | 21 | +66,090 | 3.5% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,612,753 | 346,838 | 4.16% | 3.94% | 22 | +61,975 | 4.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,587,592 | 341,427 | 0.21% | 0.22% | 23 | +11,263 | 0.71% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,544,410 | 328,064 | 0.47% | 0.39% | 24 | +178,938 | 13.1% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 1,363,406 | 293,212 | 0.34% | 0.36% | 25 | -28,892 | -2.08% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,349,051 | 290,126 | 9.62% | 9.57% | 26 | +30,794 | 2.34% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,254,222 | 269,732 | 2.01% | 2.16% | 27 | +37,610 | 3.09% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,231,858 | 264,842 | 0.46% | 0.5% | 28 | +26,752 | 2.22% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 1,204,922 | 259,130 | 0.18% | 0.18% | 29 | +78,387 | 6.96% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Inc. | History | Reduced | 1,201,982 | 258,498 | 4.23% | 3.5% | 30 | -29,475 | -2.39% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,173,338 | 252,337 | 0.27% | 0.28% | 31 | -1,729 | -0.15% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,147,118 | 247,585 | 0.5% | 0.48% | 32 | -425,564 | -27.06% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,035,284 | 222,651 | 0.2% | 0.21% | 33 | -23,297 | -2.2% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 986,330 | 212,120 | 0.35% | 0.3% | 34 | +7,568 | 0.77% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 976,020 | 209,902 | 1.18% | 1.26% | 35 | -20,685 | -2.08% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 965,770 | 207,698 | 0.04% | 0.04% | 36 | -103,256 | -9.66% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | Added to | 955,149 | 205,414 | 5.85% | 6.02% | 37 | +1,122 | 0.12% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 933,619 | 201,018 | 0.28% | 0.27% | 38 | +75,921 | 8.85% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 854,916 | 183,858 | 0.47% | 0.5% | 39 | -5,427 | -0.63% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 853,798 | 183,617 | 1.0% | 0.89% | 40 | +92,940 | 12.22% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 831,224 | 178,763 | 0.24% | 0.25% | 41 | -26,301 | -3.07% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 824,486 | 177,314 | 0.31% | 0.33% | 42 | -4,219 | -0.51% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 816,946 | 175,692 | 6.81% | 7.02% | 43 | +45,407 | 5.89% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 791,019 | 170,115 | 0.15% | 0.16% | 44 | -103,977 | -11.62% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 765,784 | 164,689 | 0.71% | 0.72% | 45 | -13,263 | -1.7% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 750,651 | 161,435 | 3.73% | 3.81% | 46 | +2,869 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 717,344 | 154,271 | 4.32% | — | 47 | +717,344 | New | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 698,249 | 150,165 | 0.02% | 0.02% | 48 | -19,198 | -2.68% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 690,306 | 148,457 | 8.13% | 8.69% | 49 | +25,254 | 3.8% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 688,702 | 148,153 | 0.16% | 0.17% | 50 | -131 | -0.02% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 687,771 | 147,912 | 0.42% | 0.4% | 51 | +14,217 | 2.11% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 686,798 | 147,702 | 0.06% | 0.06% | 52 | -66,782 | -8.86% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 623,599 | 134,111 | 0.21% | 0.22% | 53 | -17,263 | -2.69% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 593,665 | 127,673 | 0.6% | 0.64% | 54 | -23,574 | -3.82% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 585,802 | 125,983 | 0.31% | 0.29% | 55 | +1,000 | 0.17% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 585,433 | 125,903 | 0.19% | 0.26% | 56 | -187,220 | -24.23% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 584,358 | 125,671 | 0.23% | 0.34% | 57 | +95,384 | 19.51% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 584,269 | 125,652 | 0.48% | 0.49% | 58 | +43,252 | 7.99% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 570,930 | 125,478 | 0.59% | 0.59% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 570,781 | 122,737 | 0.61% | 0.67% | 60 | -4,604 | -0.8% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 565,259 | 121,564 | 10.56% | 20.86% | 61 | -636,527 | -52.97% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 499,813 | 107,489 | 0.01% | 0.01% | 62 | +50,626 | 11.27% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 493,250 | 106,078 | 0.29% | 0.32% | 63 | -97,474 | -16.5% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 492,749 | 105,970 | 0.54% | 0.57% | 64 | +21,211 | 4.5% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 490,072 | 105,394 | 0.57% | 0.57% | 65 | +16,657 | 3.52% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Reduced | 21,743 | 101,147 | 1.6% | 1.81% | 66 | -404 | -1.82% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 467,630 | 100,568 | 2.09% | 2.2% | 67 | -1,655 | -0.35% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 439,388 | 94,494 | 1.06% | 0.36% | 68 | +309,363 | 237.93% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 407,537 | 87,644 | 0.05% | 0.05% | 69 | +25,506 | 6.68% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Reduced | 402,828 | 86,632 | 0.79% | 0.79% | 70 | -119 | -0.03% | Q1 2026 | May 11, 2026 |
| 360 Financial, Inc. | History | Added to | 396,679 | 85,309 | 25.71% | 25.26% | 71 | +16,365 | 4.3% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 388,720 | 83,597 | 0.9% | 0.02% | 72 | +384,253 | 8602.04% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 378,858 | 81,477 | 0.43% | 0.47% | 73 | +74,259 | 24.38% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 374,469 | 80,533 | 0.37% | 0.24% | 74 | +9,614 | 2.64% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 361,475 | 77,738 | 0.43% | 0.43% | 75 | +12,995 | 3.73% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 359,954 | 77,411 | 0.02% | 0.02% | 76 | -91,884 | -20.34% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 354,083 | 76,149 | 7.86% | 6.89% | 77 | +11,196 | 3.27% | Q1 2026 | May 11, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 353,000 | 75,916 | 2.67% | 2.42% | 78 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 346,034 | 74,418 | 0.58% | 0.63% | 79 | +9,598 | 2.85% | Q1 2026 | Apr 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 342,517 | 73,661 | 29.36% | 30.44% | 80 | -1,718 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 339,829 | 73,083 | 0.84% | 0.83% | 81 | +9,855 | 2.99% | Q1 2026 | Apr 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 326,377 | 70,190 | 3.03% | 2.91% | 82 | +8,580 | 2.7% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 323,541 | 69,580 | 0.01% | — | 83 | +323,541 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 319,901 | 68,798 | 0.08% | 0.06% | 84 | +67,745 | 26.87% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 313,122 | 68,717 | 0.44% | 0.41% | 85 | +38,633 | 14.07% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 317,389 | 68,257 | 1.98% | 1.87% | 86 | +2,805 | 0.89% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 313,729 | 67,470 | 0.74% | 0.72% | 87 | +12,565 | 4.17% | Q1 2026 | May 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 302,201 | 64,991 | 13.65% | 13.5% | 88 | -6,494 | -2.1% | Q1 2026 | Apr 15, 2026 |
| PDS Planning, Inc | History | Added to | 283,210 | 60,907 | 4.02% | 4.08% | 89 | +5,404 | 1.95% | Q1 2026 | Apr 21, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 279,611 | 60,133 | 6.16% | 5.94% | 90 | -3,476 | -1.23% | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | Reduced | 276,339 | 59,429 | 4.3% | 5.37% | 91 | -27,016 | -8.91% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 273,431 | 58,804 | 3.63% | 3.62% | 92 | +2,447 | 0.9% | Q1 2026 | Apr 29, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 268,372 | 57,716 | 7.01% | 8.09% | 93 | -25,766 | -8.76% | Q1 2026 | May 05, 2026 |
| Evensky & Katz LLC | History | Added to | 261,326 | 56,201 | 3.2% | 3.23% | 94 | +1,169 | 0.45% | Q1 2026 | Apr 22, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 255,450 | 54,936 | 5.82% | 6.47% | 95 | -10,374 | -3.9% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 251,300 | 54,044 | 0.01% | 0.01% | 96 | -43,821 | -14.85% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Added to | 251,254 | 54,034 | 4.82% | 4.86% | 97 | +6,005 | 2.45% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 246,907 | 53,099 | 7.28% | 8.26% | 98 | -18,299 | -6.9% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 245,039 | 52,698 | 0.32% | 0.26% | 99 | +54,874 | 28.86% | Q1 2026 | May 05, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 243,246 | 52,312 | 1.87% | 1.93% | 100 | +2,399 | 1.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 226,499 | 50,468 | 2.85% | 1.8% | 101 | +87,243 | 62.65% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 230,160 | 49,498 | 0.01% | 0.01% | 102 | -69 | -0.03% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 227,881 | 49,008 | 2.8% | 2.87% | 103 | -3,814 | -1.65% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 227,567 | 48,940 | 0.01% | 0.0% | 104 | +150,598 | 195.66% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 224,526 | 48,286 | 9.97% | 10.47% | 105 | -1,461 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Intellus Advisors LLC | History | Added to | 223,147 | 47,989 | 6.56% | 6.41% | 106 | +3,322 | 1.51% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 220,861 | 47,498 | 5.48% | 6.18% | 107 | -5,110 | -2.26% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 216,869 | 46,639 | 0.02% | 0.02% | 108 | +47,987 | 28.41% | Q1 2026 | May 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 214,103 | 46,038 | 6.11% | 6.88% | 109 | +13,546 | 6.75% | Q1 2026 | Apr 08, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 208,306 | 44,798 | 0.71% | — | 110 | +208,306 | New | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 207,238 | 44,568 | 1.83% | 1.15% | 111 | +78,985 | 61.59% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Reduced | 201,422 | 43,317 | 0.02% | 0.02% | 112 | -11,700 | -5.49% | Q1 2026 | May 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 200,635 | 43,148 | 4.86% | 5.03% | 113 | +4,817 | 2.46% | Q1 2026 | Apr 07, 2026 |
| E&G Advisors, LP | History | Reduced | 200,810 | 43,131 | 9.6% | 9.88% | 114 | -399 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 200,326 | 43,082 | 5.78% | 6.18% | 115 | -6,226 | -3.01% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 199,219 | 42,967 | 0.41% | 0.33% | 116 | +59,862 | 42.96% | Q1 2026 | Apr 07, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 199,269 | 42,854 | 12.86% | 12.94% | 117 | +8,393 | 4.4% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 196,954 | 42,356 | 0.69% | 0.58% | 118 | +69,172 | 54.13% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 196,817 | 42,327 | 0.17% | 0.18% | 119 | -16,148 | -7.58% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 194,698 | 41,871 | 0.48% | 0.51% | 120 | +5,936 | 3.14% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 190,557 | 40,981 | 0.45% | 0.47% | 121 | +3,633 | 1.94% | Q1 2026 | Apr 20, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 189,726 | 40,802 | 1.71% | 1.82% | 122 | -323 | -0.17% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 187,148 | 40,248 | 0.07% | 0.06% | 123 | +42,968 | 29.8% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 187,074 | 40,232 | 3.62% | 3.67% | 124 | -1,046 | -0.56% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 176,280 | 40,202 | 3.97% | 5.08% | 125 | +1,537 | 0.88% | Q1 2026 | May 12, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 185,200 | 39,829 | 7.72% | 7.48% | 127 | +9,234 | 5.25% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Reduced | 185,199 | 39,829 | 0.55% | 0.59% | 126 | -7,193 | -3.74% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 183,301 | 39,420 | 0.61% | 0.26% | 128 | +124,535 | 211.92% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 182,902 | 39,335 | 0.71% | 0.74% | 129 | +3,162 | 1.76% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 180,382 | 38,793 | 5.63% | 5.64% | 130 | +2,412 | 1.36% | Q1 2026 | May 13, 2026 |
| Prodigy Asset Management LLC | History | Added to | 178,844 | 38,462 | 12.84% | 13.32% | 131 | +6,227 | 3.61% | Q1 2026 | May 04, 2026 |
| FIDELIS iM, LLC | History | Added to | 178,169 | 38,316 | 14.5% | 14.65% | 132 | +6,473 | 3.77% | Q1 2026 | Apr 29, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 177,168 | 38,101 | 1.07% | 1.09% | 133 | -2,362 | -1.32% | Q1 2026 | May 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 176,111 | 37,874 | 3.87% | 4.01% | 134 | -2,227 | -1.25% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | Added to | 175,069 | 37,650 | 5.46% | 5.41% | 135 | +2,915 | 1.69% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 174,460 | 37,519 | 1.03% | 1.38% | 136 | -50,797 | -22.55% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 169,613 | 37,277 | 0.73% | 0.73% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| American Financial Advisors, LLC | History | Reduced | 173,077 | 37,221 | 4.97% | 5.04% | 138 | -4,410 | -2.48% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 170,935 | 36,761 | 0.8% | 0.79% | 139 | +17,749 | 11.59% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 169,892 | 36,537 | 3.56% | 3.32% | 140 | +858 | 0.51% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | Added to | 168,309 | 36,196 | 0.67% | 0.68% | 141 | +346 | 0.21% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 161,301 | 34,689 | 11.03% | 11.17% | 142 | -1,233 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Human Investing LLC | History | Added to | 160,821 | 34,586 | 5.04% | 4.89% | 143 | +3,243 | 2.06% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 159,055 | 34,206 | 0.06% | 0.07% | 144 | -866 | -0.54% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 158,913 | 34,175 | 0.14% | 0.14% | 145 | -482 | -0.3% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 156,958 | 33,755 | 0.51% | 0.44% | 146 | +14,972 | 10.54% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 156,551 | 33,667 | 0.17% | 0.18% | 147 | -5,205 | -3.22% | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 154,651 | 33,259 | 3.15% | 3.23% | 148 | +478 | 0.31% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 153,745 | 33,064 | 0.39% | 0.41% | 149 | +707 | 0.46% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 152,452 | 32,786 | 0.3% | 0.48% | 150 | -22,172 | -12.7% | Q1 2026 | May 06, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 150,245 | 32,311 | 9.47% | 9.88% | 151 | +2,584 | 1.75% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 146,987 | 31,611 | 0.09% | 0.09% | 152 | -343 | -0.23% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 146,567 | 31,527 | 0.24% | 0.26% | 153 | -11,486 | -7.27% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 145,145 | 31,215 | 0.85% | 0.88% | 154 | -2,300 | -1.56% | Q1 2026 | May 14, 2026 |
| Crane Advisory, LLC | History | Reduced | 137,671 | 30,959 | 4.63% | 4.71% | 155 | -433 | -0.31% | Q1 2026 | Apr 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 143,711 | 30,906 | 5.57% | 5.78% | 156 | -349 | -0.24% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 142,307 | 30,600 | 0.03% | 0.02% | 157 | +19,777 | 16.14% | Q1 2026 | May 14, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 142,152 | 30,571 | 12.28% | 12.92% | 158 | -17,001 | -10.68% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 141,847 | 30,506 | 3.47% | 3.6% | 159 | -3,233 | -2.23% | Q1 2026 | Apr 16, 2026 |
| Firestone Capital Management | History | Added to | 141,238 | 30,374 | 6.32% | 6.47% | 160 | +2,566 | 1.85% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 139,301 | 29,958 | 0.1% | 0.11% | 161 | -13,911 | -9.08% | Q1 2026 | May 12, 2026 |
| KilterHowling LLC | History | Added to | 137,315 | 29,531 | 14.9% | 15.1% | 162 | +1,743 | 1.29% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 135,585 | 29,202 | 0.09% | 0.1% | 163 | +64,312 | 90.23% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 135,441 | 29,127 | 2.09% | 2.13% | 164 | -679 | -0.5% | Q1 2026 | May 06, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 133,941 | 28,805 | 1.51% | 1.52% | 165 | +8,317 | 6.62% | Q1 2026 | Apr 29, 2026 |
| Arlington Trust Co LLC | History | Reduced | 132,357 | 28,464 | 2.51% | 3.75% | 166 | -34,863 | -20.85% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 132,258 | 28,443 | 0.7% | 0.72% | 167 | -627 | -0.47% | Q1 2026 | Apr 29, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 128,678 | 27,673 | 0.12% | 0.12% | 168 | -768 | -0.59% | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 128,256 | 27,582 | 11.56% | 10.27% | 169 | +16,634 | 14.9% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 128,141 | 27,557 | 0.07% | 0.07% | 170 | +2,900 | 2.32% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 124,158 | 27,287 | 14.24% | 14.24% | 171 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 126,760 | 27,260 | 0.83% | 1.01% | 172 | +1,415 | 1.13% | Q1 2026 | May 15, 2026 |
| Select Asset Management & Trust | History | Added to | 124,599 | 26,796 | 8.37% | 8.38% | 173 | +1,968 | 1.6% | Q1 2026 | May 14, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 124,056 | 26,679 | 22.32% | 17.62% | 174 | -456 | -0.37% | Q1 2026 | May 01, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 123,646 | 26,667 | 5.94% | 5.92% | 175 | +320 | 0.26% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 123,078 | 26,469 | 0.11% | 0.12% | 176 | -15,288 | -11.05% | Q1 2026 | May 13, 2026 |
| Granite FO LLC | History | Reduced | 121,327 | 26,092 | 15.44% | 14.44% | 177 | -1,808 | -1.47% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 120,289 | 25,869 | 0.29% | 0.3% | 178 | +269 | 0.22% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Reduced | 119,236 | 25,642 | 0.0% | 0.0% | 179 | -40,391 | -25.3% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 119,216 | 25,638 | 2.53% | 2.7% | 180 | -3,177 | -2.6% | Q1 2026 | Apr 27, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 118,642 | 25,515 | 1.06% | 1.06% | 181 | -4,635 | -3.76% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 118,267 | 25,434 | 1.24% | 1.19% | 182 | +6,996 | 6.29% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 117,601 | 25,291 | 0.54% | 0.57% | 183 | -2,639 | -2.19% | Q1 2026 | May 01, 2026 |
| Ariston Services Group | History | Closed out | 0 | 25,208 | 15.08% | 15.11% | 185 | -117,216 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Added to | 117,216 | 25,208 | 3.3% | 3.47% | 184 | +246 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 117,027 | 25,167 | 3.52% | 3.64% | 186 | +956 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Allen Investment Management, LLC | History | Added to | 116,251 | 25,000 | 0.31% | 0.26% | 187 | +10,641 | 10.08% | Q1 2026 | May 07, 2026 |
| Americana Partners, LLC | History | Added to | 116,080 | 24,964 | 0.65% | 0.69% | 188 | +1,212 | 1.06% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Added to | 115,851 | 24,914 | 8.32% | 8.25% | 189 | +599 | 0.52% | Q1 2026 | May 13, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 115,113 | 24,756 | 12.29% | 12.52% | 190 | +1,897 | 1.68% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 114,960 | 24,723 | 2.57% | 2.69% | 191 | -643 | -0.56% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 114,894 | 24,709 | 1.75% | 3.07% | 192 | +14,613 | 14.57% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 114,753 | 24,678 | 0.3% | 0.31% | 193 | +5,745 | 5.27% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 114,665 | 24,659 | 1.15% | 1.16% | 194 | -586 | -0.51% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 114,562 | 24,637 | 0.27% | 0.26% | 195 | +27,742 | 31.95% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 114,424 | 24,607 | 0.34% | 0.31% | 196 | +17,690 | 18.29% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | Reduced | 113,973 | 24,511 | 0.93% | 0.95% | 197 | -15 | -0.01% | Q1 2026 | May 07, 2026 |
| Carr Financial Group Corp | History | Reduced | 113,815 | 24,477 | 6.46% | 7.01% | 198 | -6,138 | -5.12% | Q1 2026 | May 12, 2026 |
| GEN Financial Management, INC. | History | Added to | 113,693 | 24,450 | 15.14% | 15.69% | 199 | +271 | 0.24% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 110,466 | 24,278 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Added to | 111,535 | 23,986 | 1.12% | 1.1% | 201 | +91 | 0.08% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 111,150 | 23,903 | 0.3% | 0.3% | 202 | +540 | 0.49% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 109,276 | 23,500 | 0.84% | 0.81% | 203 | +3,527 | 3.34% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 108,062 | 23,239 | 0.85% | 1.03% | 204 | +6,439 | 6.34% | Q1 2026 | May 19, 2026 |
| SimpliFi, Inc. | History | Added to | 105,848 | 22,763 | 9.56% | 9.75% | 205 | +1,000 | 0.95% | Q1 2026 | Apr 22, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 105,378 | 22,662 | 2.6% | 2.51% | 206 | +2,164 | 2.1% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 105,375 | 22,661 | 0.27% | 0.27% | 207 | -4,379 | -3.99% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 104,744 | 22,526 | 0.47% | 0.52% | 208 | -1,235 | -1.17% | Q1 2026 | Apr 13, 2026 |
| Family CFO Inc | History | Added to | 104,268 | 22,423 | 10.04% | 10.2% | 209 | +509 | 0.49% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 104,250 | 22,420 | 5.06% | 5.45% | 210 | -2,567 | -2.4% | Q1 2026 | Apr 22, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 104,132 | 22,394 | 4.6% | 4.56% | 211 | +2,368 | 2.33% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 102,428 | 22,028 | 0.59% | 0.57% | 212 | +1,286 | 1.27% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 101,275 | 21,780 | 0.6% | 0.57% | 213 | +170 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 101,003 | 21,721 | 0.42% | 0.48% | 214 | -10,974 | -9.8% | Q1 2026 | Apr 14, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 100,968 | 21,714 | 13.46% | 12.25% | 215 | +12,430 | 14.04% | Q1 2026 | May 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 100,909 | 21,701 | 11.6% | 10.85% | 216 | +12,465 | 14.09% | Q1 2026 | May 01, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 100,687 | 21,653 | 12.33% | 13.66% | 218 | +1,144 | 1.15% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 100,684 | 21,653 | 0.21% | 0.22% | 217 | -1,029 | -1.01% | Q1 2026 | May 08, 2026 |
| Mittelman Wealth Management | History | Added to | 100,578 | 21,630 | 13.49% | 13.99% | 219 | +2,621 | 2.68% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 100,496 | 21,612 | 2.46% | 2.48% | 220 | +1,108 | 1.11% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Reduced | 100,421 | 21,596 | 5.83% | 6.32% | 221 | -1,776 | -1.74% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Reduced | 100,322 | 21,575 | 2.75% | 2.84% | 222 | -355 | -0.35% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 99,950 | 21,495 | 7.18% | 7.26% | 223 | -438 | -0.44% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 99,900 | 21,484 | 0.0% | 0.0% | 224 | +25,500 | 34.27% | Q1 2026 | May 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 99,608 | 21,421 | 4.91% | 4.87% | 225 | +1,887 | 1.93% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 99,483 | 21,395 | 0.07% | 0.07% | 226 | -4,330 | -4.17% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 99,206 | 21,335 | 0.23% | 0.26% | 227 | -10,725 | -9.76% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 97,861 | 21,045 | 0.65% | 0.8% | 228 | -12,274 | -11.14% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 97,742 | 21,020 | 0.49% | 0.52% | 229 | +645 | 0.66% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 97,666 | 21,004 | 4.64% | 4.76% | 230 | +1,351 | 1.4% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 97,368 | 20,939 | 0.55% | 0.55% | 231 | -614 | -0.63% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 97,329 | 20,932 | 0.03% | 0.03% | 232 | +4,842 | 5.24% | Q1 2026 | May 13, 2026 |
| Juno Financial Group LLC | History | Added to | 97,163 | 20,895 | 8.19% | 8.34% | 233 | +2,328 | 2.45% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 96,745 | 20,805 | 1.48% | 1.51% | 234 | +959 | 1.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 96,128 | 20,673 | 5.08% | 3.38% | 235 | +34,520 | 56.03% | Q1 2026 | Apr 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 95,461 | 20,529 | 0.97% | 0.97% | 236 | +4,333 | 4.75% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Reduced | 95,201 | 20,473 | 0.4% | 0.42% | 237 | -8,821 | -8.48% | Q1 2026 | May 01, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 95,132 | 20,459 | 14.1% | 14.91% | 238 | -2,827 | -2.89% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 94,263 | 20,272 | 0.75% | 0.76% | 239 | +2,654 | 2.9% | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | Reduced | 93,105 | 20,023 | 2.4% | 2.6% | 240 | -636 | -0.68% | Q1 2026 | May 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 92,795 | 19,956 | 6.61% | 7.65% | 241 | +1,948 | 2.14% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 92,589 | 19,912 | 1.66% | 1.85% | 242 | -3,630 | -3.77% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 89,981 | 19,776 | 1.28% | 1.28% | 243 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Snider Financial Group | History | Reduced | 91,924 | 19,769 | 5.97% | 5.66% | 244 | -4,739 | -4.9% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 86,583 | 19,746 | 0.39% | 0.43% | 245 | +5,133 | 6.3% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 91,693 | 19,719 | 1.08% | 1.14% | 246 | +90,341 | 6682.03% | Q1 2026 | May 11, 2026 |
| FORBES J M & CO LLP | History | Added to | 90,424 | 19,446 | 1.64% | 1.56% | 247 | +2,559 | 2.91% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 90,400 | 19,441 | 0.0% | 0.0% | 248 | -16,200 | -15.2% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 90,256 | 19,410 | 6.15% | — | 249 | +90,256 | New | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 88,675 | 19,070 | 1.39% | 1.46% | 250 | +722 | 0.82% | Q1 2026 | May 05, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 88,671 | 19,069 | 7.58% | 7.46% | 251 | +2,079 | 2.4% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 88,246 | 18,978 | 0.37% | 0.39% | 252 | -2,483 | -2.74% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Added to | 87,616 | 18,842 | 0.34% | 0.33% | 253 | +904 | 1.04% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 87,462 | 18,809 | 5.98% | 6.07% | 254 | -901 | -1.02% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 87,449 | 18,806 | 0.83% | 0.91% | 255 | -208 | -0.24% | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 87,389 | 18,793 | 1.28% | 1.3% | 256 | -474 | -0.54% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 87,108 | 18,733 | 0.06% | 0.07% | 257 | +4,316 | 5.21% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 86,655 | 18,635 | 0.35% | 0.38% | 258 | -4,578 | -5.02% | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 85,861 | 18,465 | 0.01% | 0.06% | 259 | -10,179 | -10.6% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 85,732 | 18,437 | 0.26% | 0.26% | 260 | -4,138 | -4.6% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 85,149 | 18,312 | 0.92% | 1.1% | 261 | -10,878 | -11.33% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 85,124 | 18,306 | 0.96% | 1.02% | 262 | +827 | 0.98% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 84,482 | 18,168 | 0.74% | 0.71% | 263 | -6,847 | -7.5% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 83,628 | 17,985 | 0.14% | 0.13% | 264 | +4,195 | 5.28% | Q1 2026 | May 11, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 83,309 | 17,916 | 10.28% | 9.59% | 265 | +5,269 | 6.75% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 83,151 | 17,882 | 0.13% | 0.14% | 266 | +6,541 | 8.54% | Q1 2026 | Apr 15, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 82,795 | 17,805 | 3.79% | 4.29% | 267 | -3,523 | -4.08% | Q1 2026 | May 08, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 82,606 | 17,765 | 7.22% | 7.06% | 268 | -125 | -0.15% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 81,343 | 17,493 | 1.89% | 2.0% | 269 | -1,805 | -2.17% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 75,886 | 17,362 | 0.46% | 0.07% | 270 | +67,964 | 857.91% | Q1 2026 | May 14, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 80,348 | 17,279 | 16.67% | 16.92% | 271 | -27 | -0.03% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 80,244 | 17,260 | 0.11% | 0.1% | 272 | +3,667 | 4.79% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 79,887 | 17,179 | 0.17% | 0.2% | 273 | +6,786 | 9.28% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,686 | 17,137 | 0.21% | 0.2% | 274 | +5,257 | 7.06% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 79,683 | 17,136 | 1.84% | 1.86% | 275 | +6 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 79,498 | 17,096 | 0.22% | 0.12% | 276 | +41,267 | 107.94% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 78,176 | 16,812 | 2.33% | 2.32% | 277 | +5,431 | 7.47% | Q1 2026 | Apr 22, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 73,434 | 16,798 | 3.58% | 3.61% | 278 | +1,765 | 2.46% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Added to | 77,370 | 16,639 | 0.74% | 0.75% | 279 | +1,658 | 2.19% | Q1 2026 | May 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 77,367 | 16,638 | 3.88% | 3.86% | 280 | +1,153 | 1.51% | Q1 2026 | Apr 17, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 76,501 | 16,452 | 3.93% | 4.18% | 281 | -1,377 | -1.77% | Q1 2026 | May 12, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 76,443 | 16,439 | 4.62% | 4.8% | 282 | +2,852 | 3.88% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Reduced | 76,408 | 16,432 | 2.66% | 2.78% | 283 | -1,899 | -2.43% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 76,303 | 16,410 | 0.3% | 0.35% | 284 | -6,802 | -8.18% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 76,285 | 16,405 | 2.13% | 2.31% | 285 | -3,884 | -4.84% | Q1 2026 | Apr 09, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 75,730 | 16,286 | 1.87% | 1.96% | 286 | -140 | -0.18% | Q1 2026 | Apr 17, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 75,521 | 16,241 | 14.94% | 15.96% | 287 | -4,050 | -5.09% | Q1 2026 | May 06, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 75,362 | 16,207 | 2.76% | 2.92% | 288 | -2,405 | -3.09% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 74,387 | 15,997 | 0.26% | 0.26% | 289 | +1,388 | 1.9% | Q1 2026 | Apr 27, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 74,267 | 15,971 | 1.36% | 1.4% | 290 | -1,742 | -2.29% | Q1 2026 | May 05, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 73,810 | 15,873 | 0.23% | 0.26% | 291 | -2,067 | -2.72% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST Co | History | Added to | 73,467 | 15,799 | 0.53% | 0.52% | 292 | +1,652 | 2.3% | Q1 2026 | Apr 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 71,813 | 15,783 | 1.22% | 1.22% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 72,581 | 15,609 | 0.33% | 0.33% | 294 | -1,056 | -1.43% | Q1 2026 | May 15, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 72,105 | 15,507 | 11.01% | 10.79% | 295 | +194 | 0.27% | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 71,957 | 15,476 | 3.01% | 2.73% | 296 | +247 | 0.34% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 71,846 | 15,451 | 0.02% | — | 297 | +71,846 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 69,878 | 15,357 | 0.27% | 0.27% | 298 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 71,135 | 15,298 | 0.99% | 0.77% | 299 | -4,389 | -5.81% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | Added to | 70,892 | 15,245 | 5.6% | 5.08% | 300 | +11,453 | 19.27% | Q1 2026 | May 14, 2026 |