VANGUARD SCOTTSDALE FUNDS - VMBS
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 | No change | 58,928,194 | 2,758,428 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 28,250,812 | 1,322,420 | 0.31% | 0.31% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 26,485,779 | 1,245,096 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,605,591 | 496,447 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,216,170 | 478,219 | 0.4% | 0.4% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,746,512 | 456,234 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 8,804,599 | 412,143 | 0.71% | 0.71% | 7 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,499,381 | 397,856 | 3.47% | 3.47% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,905,111 | 323,228 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,295,640 | 294,698 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5,693,728 | 266,523 | 4.9% | 4.9% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 5,492,517 | 257,104 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,108,101 | 239,012 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,833,728 | 226,266 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 3,880,622 | 181,651 | 4.65% | 4.65% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,144,439 | 147,191 | 1.39% | 1.39% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,500,178 | 117,033 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,422,537 | 113,398 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,362,938 | 110,609 | 0.36% | 0.36% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,166,152 | 101,397 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,886,157 | 88,293 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,779,883 | 83,316 | 0.88% | 0.88% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,703,018 | 79,718 | 1.83% | 1.83% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 1,619,728 | 75,819 | 0.46% | 0.46% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ally Invest Advisors Inc. | History | No change | 1,520,621 | 71,179 | 4.3% | 4.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 1,487,800 | 69,643 | 1.88% | 1.88% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | No change | 1,467,793 | 68,707 | 3.59% | 3.59% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,399,365 | 65,504 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,355,000 | 63,428 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 1,300,292 | 60,866 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,295,464 | 60,640 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 1,210,865 | 56,680 | 3.4% | 3.4% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,148,037 | 53,739 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 1,087,794 | 50,919 | 3.43% | 3.43% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,069,422 | 50,059 | 7.35% | 7.35% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garde Capital, Inc. | History | No change | 1,020,835 | 47,785 | 2.14% | 2.14% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,012,323 | 47,387 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 970,465 | 45,427 | 0.66% | 0.66% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Bank | History | No change | 967,430 | 45,285 | 1.73% | 1.73% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF HAWAII | History | No change | 936,753 | 43,849 | 2.16% | 2.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 914,540 | 42,826 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOFI WEALTH, LLC | History | No change | 867,101 | 40,589 | 1.63% | 1.63% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | No change | 859,919 | 40,252 | 0.78% | 0.78% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 867,745 | 40,159 | 0.67% | 0.67% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 867,745 | 40,159 | 0.67% | 0.67% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 836,947 | 39,344 | 0.5% | 0.5% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 840,336 | 39,025 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 822,300 | 38,491 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1832 Asset Management L.P. | History | No change | 821,240 | 38,442 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 816,589 | 38,224 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 807,948 | 37,820 | 0.29% | 0.29% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 760,848 | 35,615 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 742,284 | 34,746 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Goodman Financial Corp | History | No change | 732,842 | 34,304 | 5.3% | 5.3% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evergreen Advisors, LLC | History | No change | 714,446 | 33,443 | 7.14% | 7.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYON CAPITAL LLC | History | No change | 698,411 | 32,692 | 1.42% | 1.42% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 697,422 | 32,646 | 0.61% | 0.61% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 681,746 | 31,912 | 0.4% | 0.4% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HBK Sorce Advisory LLC | History | No change | 669,524 | 30,938 | 0.59% | 0.59% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 658,862 | 30,841 | 10.6% | 10.6% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 652,168 | 30,527 | 10.9% | 10.9% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 615,210 | 28,797 | 1.44% | 1.44% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 562,991 | 26,353 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 544,568 | 25,491 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 525,552 | 24,601 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 522,340 | 24,450 | 0.52% | 0.52% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 501,186 | 23,460 | 0.44% | 0.44% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 499,622 | 23,387 | 3.38% | 3.38% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 495,921 | 23,214 | 3.77% | 3.77% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 494,591 | 23,151 | 0.83% | 0.83% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triad Wealth Partners, LLC | History | No change | 499,229 | 22,974 | 1.35% | 1.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 467,648 | 21,876 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFFITT & GOODSON INC | History | No change | 465,598 | 21,794 | 2.99% | 2.99% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 464,458 | 21,741 | 0.47% | 0.47% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Capital, LLC | History | No change | 463,399 | 21,691 | 1.07% | 1.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 436,568 | 20,435 | 2.95% | 2.95% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acropolis Investment Management, LLC | History | No change | 431,704 | 20,208 | 0.8% | 0.8% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 422,983 | 19,859 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 420,735 | 19,694 | 4.25% | 4.25% | 79 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clark Asset Management, LLC | History | No change | 419,593 | 19,641 | 1.54% | 1.54% | 80 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RKL Wealth Management LLC | History | No change | 412,846 | 19,325 | 1.54% | 1.54% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Investment Advisors / MI | History | No change | 405,224 | 18,968 | 1.15% | 1.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Asset Strategies, Inc. | History | No change | 402,952 | 18,862 | 1.33% | 1.33% | 83 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 401,594 | 18,798 | 1.86% | 1.86% | 84 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 396,019 | 18,537 | 3.67% | 3.67% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 395,481 | 18,516 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MA Private Wealth | History | No change | 387,032 | 18,116 | 2.7% | 2.7% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 385,450 | 17,950 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 372,730 | 17,447 | 0.65% | 0.65% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 365,376 | 17,103 | 1.54% | 1.54% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 360,149 | 16,858 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Robinswood Financial LLC | History | No change | 350,470 | 16,405 | 4.7% | 4.7% | 92 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 349,217 | 16,346 | 2.29% | 2.29% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Family CFO Inc | History | No change | 346,727 | 16,230 | 6.25% | 6.25% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 345,088 | 16,153 | 5.17% | 5.17% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 344,888 | 16,144 | 1.83% | 1.83% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 339,899 | 15,910 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 339,221 | 15,878 | 0.26% | 0.26% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FEDERATED HERMES, INC. | History | No change | 338,547 | 15,847 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 337,411 | 15,794 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 332,625 | 15,570 | 0.61% | 0.61% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| eCIO, Inc. | History | No change | 332,623 | 15,570 | 4.38% | 4.38% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | No change | 329,236 | 15,411 | 0.77% | 0.77% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 328,187 | 15,362 | 3.94% | 3.94% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 323,024 | 15,120 | 0.24% | 0.24% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vectors Research Management, LLC | History | No change | 320,040 | 14,981 | 3.91% | 3.91% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 319,916 | 14,975 | 8.21% | 8.21% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 318,938 | 14,929 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 316,376 | 14,809 | 0.5% | 0.5% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLC Capital Advisors | History | No change | 307,701 | 14,403 | 2.32% | 2.32% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 291,033 | 13,570 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 288,722 | 13,515 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Level Financial Advisors | History | No change | 287,255 | 13,446 | 3.0% | 3.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 278,761 | 13,048 | 0.79% | 0.79% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 277,622 | 12,995 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 272,711 | 12,765 | 0.15% | 0.15% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 265,040 | 12,406 | 1.08% | 1.08% | 117 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mutual Advisors, LLC | History | No change | 257,677 | 12,061 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 247,999 | 11,608 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 247,486 | 11,584 | 4.26% | 4.26% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 239,524 | 11,212 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 234,343 | 10,967 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Capital Management of KS, Inc. | History | No change | 233,846 | 10,946 | 1.43% | 1.43% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 230,300 | 10,781 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 230,103 | 10,771 | 5.74% | 5.74% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 226,509 | 10,602 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 225,706 | 10,565 | 0.51% | 0.51% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VCI Wealth Management LLC | History | No change | 220,560 | 10,324 | 2.59% | 2.59% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFG Advisors | History | No change | 219,383 | 10,269 | 0.52% | 0.52% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 218,364 | 10,222 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 212,186 | 9,932 | 0.33% | 0.33% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALPS ADVISORS INC | History | No change | 207,758 | 9,725 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mendota Financial Group, LLC | History | No change | 203,848 | 9,542 | 5.91% | 5.91% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 200,962 | 9,407 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 197,414 | 9,240 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 194,013 | 9,081 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ONE Advisory Partners, LLC | History | No change | 190,328 | 8,909 | 2.42% | 2.42% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 186,288 | 8,720 | 5.85% | 5.85% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 186,205 | 8,716 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 183,726 | 8,636 | 0.28% | 0.28% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 184,300 | 8,627 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWS Partners | History | No change | 181,005 | 8,472 | 1.83% | 1.83% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 188,884 | 8,388 | 0.22% | 0.25% | 143 | -14,609 | -7.18% | Q3 2026 | Oct 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 177,887 | 8,326 | 0.34% | 0.34% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marion Wealth Management | History | No change | 175,588 | 8,219 | 1.67% | 1.67% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 174,495 | 8,168 | 0.4% | 0.4% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 173,909 | 8,140 | 1.53% | 1.53% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 171,111 | 8,009 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 169,563 | 7,937 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 168,163 | 7,871 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arrowroot Family Office, LLC | History | No change | 165,388 | 7,741 | 2.22% | 2.22% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 160,132 | 7,495 | 0.74% | 0.74% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EFG International AG | History | No change | 159,767 | 7,478 | 0.14% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 158,658 | 7,426 | 3.46% | 3.46% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 158,484 | 7,418 | 0.88% | 0.88% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 156,665 | 7,333 | 5.91% | 5.91% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hilltop Partners LLC | History | No change | 155,925 | 7,298 | 1.77% | 1.77% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | No change | 154,412 | 7,228 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SigFig Wealth Management, LLC | History | No change | 148,909 | 7,000 | 0.19% | 0.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 149,175 | 6,982 | 1.61% | 1.61% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 146,485 | 6,856 | 4.76% | 4.76% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 145,611 | 6,816 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hobart Private Capital, LLC | History | No change | 145,496 | 6,810 | 1.17% | 1.17% | 163 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Centennial Bank/AR/ | History | No change | 144,350 | 6,757 | 2.17% | 2.17% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | No change | 144,337 | 6,756 | 0.21% | 0.21% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 141,706 | 6,633 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 135,377 | 6,347 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Unison Advisors LLC | History | No change | 134,964 | 6,317 | 0.44% | 0.44% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 134,927 | 6,315 | 0.97% | 0.97% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parker Financial LLC | History | No change | 131,299 | 6,145 | 2.25% | 2.25% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prudent Man Advisors, LLC | History | No change | 130,330 | 6,100 | 1.39% | 1.39% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 129,184 | 6,047 | 3.95% | 3.95% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 126,188 | 5,906 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWP FINANCIAL LLC | History | No change | 125,850 | 5,891 | 2.72% | 2.72% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chandler Asset Management, Inc. | History | No change | 125,475 | 5,873 | 0.83% | 0.83% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 123,808 | 5,795 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 119,832 | 5,609 | 0.65% | 0.65% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WESBANCO BANK INC | History | No change | 119,161 | 5,577 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 117,868 | 5,517 | 0.55% | 0.55% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Finhabits Advisors LLC | History | No change | 117,741 | 5,511 | 4.63% | 4.63% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 116,908 | 5,472 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 114,480 | 5,358 | 0.27% | 0.27% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 114,456 | 5,357 | 0.87% | 0.87% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewSquare Capital LLC | History | No change | 112,708 | 5,275 | 0.39% | 0.39% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 118,428 | 5,259 | 0.38% | 0.4% | 185 | -620 | -0.52% | Q3 2026 | Oct 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 111,090 | 5,200 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 108,169 | 5,063 | 0.17% | 0.17% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 107,644 | 5,038 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 107,074 | 5,012 | 2.84% | 2.84% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 106,687 | 4,994 | 0.81% | 0.81% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 106,272 | 4,974 | 4.71% | 4.71% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Plan, Inc. | History | No change | 103,640 | 4,851 | 0.46% | 0.46% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | No change | 103,313 | 4,836 | 1.0% | 1.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 102,116 | 4,780 | 1.5% | 1.5% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Leeward Financial Partners, LLC | History | No change | 101,397 | 4,746 | 1.25% | 1.25% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 101,274 | 4,740 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | No change | 100,000 | 4,681 | 2.58% | 2.58% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 99,321 | 4,649 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Unify Financial Advisors | History | No change | 97,572 | 4,567 | 4.22% | 4.22% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accurate Wealth Management, LLC | History | No change | 96,360 | 4,474 | 0.43% | 0.43% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 95,439 | 4,467 | 0.32% | 0.32% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Columbus Macro, LLC | History | No change | 94,549 | 4,425 | 0.43% | 0.43% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 93,763 | 4,389 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center For Asset Management LLC | History | No change | 92,823 | 4,344 | 1.93% | 1.93% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 89,091 | 4,181 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 88,920 | 4,162 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | No change | 88,754 | 4,154 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 87,940 | 4,116 | 1.56% | 1.56% | 208 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| SEI INVESTMENTS CO | History | No change | 86,467 | 4,047 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 86,243 | 4,037 | 0.77% | 0.77% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 85,270 | 3,991 | 0.63% | 0.63% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seneca Financial Advisors LLC | History | No change | 85,235 | 3,989 | 1.04% | 1.04% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 84,458 | 3,953 | 3.17% | 3.17% | 213 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 84,165 | 3,939 | 0.36% | 0.36% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | No change | 83,568 | 3,911 | 0.25% | 0.25% | 215 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 81,511 | 3,815 | 0.17% | 0.17% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Management, Inc. | History | No change | 81,279 | 3,804 | 1.17% | 1.17% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 80,357 | 3,761 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 79,225 | 3,708 | 0.1% | 0.1% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 78,556 | 3,677 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FC Advisory LLC | History | Added to | 81,471 | 3,618 | 0.95% | 0.99% | 221 | +1,541 | 1.93% | Q3 2026 | Oct 05, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 77,144 | 3,611 | 0.29% | 0.29% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 77,171 | 3,568 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 73,138 | 3,423 | 0.69% | 0.69% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 72,557 | 3,396 | 0.34% | 0.34% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | No change | 72,303 | 3,384 | 0.1% | 0.1% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 71,959 | 3,368 | 1.27% | 1.27% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Claro Advisors Inc. | History | No change | 71,102 | 3,328 | 0.35% | 0.35% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 70,501 | 3,300 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 69,991 | 3,276 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 69,923 | 3,273 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 69,468 | 3,251 | 0.89% | 0.89% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hirtle & Co., LLC | History | No change | 67,313 | 3,150 | 0.1% | 0.1% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALLAST ADVISORS LLC | History | No change | 67,166 | 3,144 | 0.75% | 0.75% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 65,475 | 3,064 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 65,287 | 3,056 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 64,940 | 3,039 | 1.52% | 1.52% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 63,833 | 2,988 | 0.27% | 0.27% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 63,745 | 2,983 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bulwark Capital Corp | History | No change | 63,273 | 2,961 | 1.67% | 1.67% | 240 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Composition Wealth, LLC | History | No change | 63,219 | 2,959 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Graetz Wealth LLC | History | No change | 61,558 | 2,881 | 2.3% | 2.3% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seek First Inc. | History | No change | 61,010 | 2,855 | 1.8% | 1.8% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 59,864 | 2,802 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 59,063 | 2,764 | 0.19% | 0.19% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriaGen Wealth Management LLC | History | No change | 58,705 | 2,747 | 0.69% | 0.69% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 57,907 | 2,677 | 2.1% | 2.1% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 57,018 | 2,669 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WFA of San Diego, LLC | History | No change | 57,319 | 2,655 | 2.17% | 2.17% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 56,494 | 2,644 | 0.26% | 0.26% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 56,405 | 2,640 | 0.16% | 0.16% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 56,321 | 2,636 | 0.19% | 0.19% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Seed Wealth Management, Inc. | History | No change | 55,670 | 2,605 | 1.65% | 1.65% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 55,483 | 2,597 | 1.43% | 1.43% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 55,324 | 2,589 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hopwood Nicholas Hunter | History | No change | 54,870 | 2,568 | 0.7% | 0.7% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 54,362 | 2,544 | 0.29% | 0.29% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 53,961 | 2,525 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 53,853 | 2,520 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,142 | 2,487 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keystone Global Partners, LLC | History | No change | 52,490 | 2,457 | 0.93% | 0.93% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Thrive Capital Management, LLC | History | No change | 51,721 | 2,421 | 0.46% | 0.46% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 51,651 | 2,417 | 1.41% | 1.41% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CGN Advisors LLC | History | No change | 51,138 | 2,393 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 50,662 | 2,371 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 49,821 | 2,332 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifePlan Financial, LLC | History | No change | 49,480 | 2,316 | 1.62% | 1.62% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greenspring Advisors, LLC | History | No change | 48,605 | 2,275 | 0.13% | 0.13% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 48,013 | 2,247 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 47,981 | 2,245 | 0.48% | 0.48% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veridan Wealth LLC | History | No change | 47,901 | 2,242 | 0.76% | 0.76% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 46,903 | 2,195 | 0.36% | 0.36% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46,796 | 2,190 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | No change | 45,548 | 2,132 | 0.18% | 0.18% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 45,342 | 2,122 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ridgewood Investments LLC | History | No change | 45,203 | 2,115 | 0.79% | 0.79% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 43,341 | 2,028 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 43,145 | 2,019 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlTi Global, Inc. | History | No change | 42,562 | 1,992 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BDFS Capital LLC | History | No change | 42,141 | 1,972 | 0.86% | 0.86% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 41,420 | 1,938 | 0.9% | 0.9% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 41,052 | 1,921 | 1.25% | 1.25% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Security Financial Services, INC. | History | No change | 40,714 | 1,905 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| A4 Wealth Advisors LLC | History | No change | 40,132 | 1,878 | 1.25% | 1.25% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Adams Wealth Management | History | No change | 39,998 | 1,872 | 0.36% | 0.36% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 39,987 | 1,871 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 39,757 | 1,861 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M Holdings Securities, Inc. | History | No change | 38,990 | 1,833 | 0.25% | 0.25% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Randall & Associates Wealth Management | History | No change | 38,743 | 1,813 | 1.12% | 1.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 38,651 | 1,809 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 38,431 | 1,798 | 1.34% | 1.34% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Advisors, LLC | History | No change | 38,001 | 1,776 | 0.12% | 0.12% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 37,370 | 1,749 | 0.11% | 0.11% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 37,289 | 1,745 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 36,794 | 1,722 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXS Investments LLC | History | No change | 36,522 | 1,709 | 0.48% | 0.48% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 36,472 | 1,707 | 0.39% | 0.39% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 36,447 | 1,706 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 13,240 | 1,701 | 0.73% | 0.73% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 36,162 | 1,692 | 1.42% | 1.42% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |