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 | Reduced | 56,308,060 | 2,643,663 | 0.19% | 0.2% | 1 | -3,458,020 | -5.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,333,692 | 1,283,316 | 0.34% | 0.31% | 2 | +4,927,558 | 21.99% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,838,850 | 1,163,700 | 0.07% | 0.07% | 3 | +257,948 | 1.05% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,418,562 | 489,151 | 0.09% | 0.09% | 4 | -60,124 | -0.57% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,386,930 | 440,716 | 0.08% | 0.08% | 5 | +379,625 | 4.21% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 8,853,123 | 415,654 | 0.85% | 0.84% | 6 | +60,256 | 0.69% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,691,596 | 408,071 | 0.38% | 0.35% | 7 | +393,221 | 4.74% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 7,315,776 | 343,475 | 3.43% | 3.41% | 8 | +291,352 | 4.15% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,738,001 | 316,346 | 0.1% | 0.09% | 9 | +702,640 | 11.64% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 6,313,068 | 296,398 | 0.08% | 0.08% | 10 | +21,890 | 0.35% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,289,178 | 248,326 | 5.15% | 4.97% | 11 | +329,604 | 6.65% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 5,284,755 | 248,119 | 0.04% | 0.01% | 12 | +3,807,648 | 257.78% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 5,283,317 | 248,051 | 0.01% | 0.01% | 13 | +185,655 | 3.64% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,073,807 | 238,232 | 0.06% | 0.05% | 14 | +138,647 | 2.81% | Q1 2026 | May 15, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 3,791,318 | 178,002 | 5.15% | 5.16% | 15 | +40,592 | 1.08% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,017,853 | 141,688 | 1.29% | 1.63% | 16 | +270,216 | 9.83% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 2,523,940 | 118,499 | 0.13% | 0.13% | 17 | +114,866 | 4.77% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,392,052 | 112,306 | 0.02% | 0.02% | 18 | -23,043 | -0.95% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,320,540 | 108,949 | 0.4% | 0.38% | 19 | +46,047 | 2.02% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,824,039 | 85,638 | 0.02% | 0.01% | 20 | +129,035 | 7.61% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 1,596,557 | 74,958 | 1.91% | 1.86% | 21 | +69,140 | 4.53% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,591,330 | 74,712 | 0.89% | 0.9% | 22 | +38,378 | 2.47% | Q1 2026 | May 01, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 1,487,800 | 69,852 | 2.31% | 2.36% | 23 | -217,740 | -12.77% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,452,239 | 68,182 | 4.59% | 4.39% | 24 | +101,460 | 7.51% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,393,658 | 65,432 | 0.13% | 0.13% | 25 | -65,360 | -4.48% | Q1 2026 | May 14, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 1,385,500 | 65,049 | 4.37% | 6.04% | 26 | -538,000 | -27.97% | Q1 2026 | Apr 28, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,379,528 | 64,768 | 3.64% | 3.37% | 27 | +44,564 | 3.34% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,357,368 | 63,728 | 0.47% | 0.47% | 28 | +123,308 | 9.99% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,299,989 | 61,034 | 0.16% | 0.15% | 29 | +127,494 | 10.87% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,274,725 | 59,848 | 0.06% | 0.06% | 30 | +64,554 | 5.33% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,264,087 | 59,348 | 0.06% | 0.06% | 31 | +25,209 | 2.03% | Q1 2026 | May 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 1,093,478 | 51,338 | 3.79% | 3.14% | 32 | +191,598 | 21.24% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,052,213 | 49,401 | 7.73% | 7.74% | 33 | +13,214 | 1.27% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 971,693 | 45,621 | 0.11% | 0.1% | 34 | +51,107 | 5.55% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Reduced | 957,078 | 44,934 | 0.72% | 0.76% | 35 | -598 | -0.06% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 939,648 | 44,116 | 0.89% | 0.9% | 36 | -8,883 | -0.94% | Q1 2026 | May 11, 2026 |
| BANK OF HAWAII | History | Reduced | 926,636 | 43,505 | 2.28% | 2.32% | 37 | -71,912 | -7.2% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | Added to | 897,929 | 42,157 | 1.79% | 1.7% | 38 | +52,972 | 6.27% | Q1 2026 | Apr 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 885,936 | 41,470 | 0.74% | 0.4% | 39 | +702,394 | 382.69% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 858,544 | 40,325 | 0.06% | 0.05% | 40 | +86,039 | 11.14% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 857,138 | 40,242 | 0.01% | 0.0% | 41 | +761,402 | 795.31% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 840,772 | 39,474 | 0.07% | 0.05% | 42 | +255,103 | 43.56% | Q1 2026 | May 14, 2026 |
| SOFI WEALTH, LLC | History | Added to | 832,475 | 39,084 | 1.88% | 1.63% | 43 | +139,605 | 20.15% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 808,794 | 37,972 | 0.05% | 0.05% | 44 | +39,523 | 5.14% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 800,121 | 37,549 | 0.08% | 0.08% | 45 | -511,045 | -38.98% | Q1 2026 | Apr 08, 2026 |
| 1832 Asset Management L.P. | History | Added to | 792,495 | 37,207 | 0.03% | 0.03% | 46 | +16,613 | 2.14% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 722,987 | 33,944 | 0.19% | 0.62% | 47 | -3,022,045 | -80.69% | Q1 2026 | Apr 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 708,755 | 33,276 | 0.47% | 0.45% | 48 | -28,503 | -3.87% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 696,072 | 32,680 | 0.56% | 0.8% | 49 | +1,862 | 0.27% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 695,811 | 32,668 | 0.28% | 0.21% | 50 | +82,345 | 13.42% | Q1 2026 | May 13, 2026 |
| Evergreen Advisors, LLC | History | Added to | 692,834 | 32,528 | 7.64% | 7.64% | 51 | +27,022 | 4.06% | Q1 2026 | May 05, 2026 |
| Goodman Financial Corp | History | Added to | 671,816 | 31,541 | 5.42% | 4.47% | 52 | +170,355 | 33.97% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 668,491 | 31,385 | 0.0% | 0.0% | 53 | +662,291 | 10682.11% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 662,218 | 30,852 | 0.39% | 0.39% | 54 | +29,882 | 4.73% | Q1 2026 | May 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 645,769 | 30,318 | 0.6% | 0.65% | 55 | +45,569 | 7.59% | Q1 2026 | May 11, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 636,044 | 29,862 | 11.11% | 11.49% | 56 | -56,874 | -8.21% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 565,320 | 26,541 | 0.04% | 0.03% | 57 | +246,700 | 77.43% | Q1 2026 | May 11, 2026 |
| COURIER CAPITAL LLC | History | Added to | 547,551 | 25,707 | 1.44% | 1.38% | 58 | +24,865 | 4.76% | Q1 2026 | Apr 23, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 535,811 | 25,156 | 1.11% | 1.56% | 59 | -200,600 | -27.24% | Q1 2026 | Apr 09, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 531,600 | 24,958 | 10.83% | 11.2% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 525,552 | 24,674 | 0.02% | 0.02% | 61 | -244,220 | -31.73% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 516,550 | 24,190 | 0.02% | 0.02% | 62 | -145,150 | -21.94% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 510,259 | 23,956 | 0.1% | 0.09% | 63 | -223 | -0.04% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 503,469 | 23,637 | 0.53% | 0.53% | 64 | +14,538 | 2.97% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | New | 487,281 | 22,877 | 1.15% | — | 65 | +487,281 | New | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 485,551 | 22,796 | 0.9% | 0.89% | 66 | -795 | -0.16% | Q1 2026 | Apr 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 477,418 | 22,414 | 1.33% | 1.21% | 67 | +36,754 | 8.34% | Q1 2026 | May 13, 2026 |
| Hamilton Capital, LLC | History | Added to | 476,555 | 22,374 | 1.16% | 1.07% | 68 | +21,759 | 4.78% | Q1 2026 | May 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 473,927 | 22,250 | 3.88% | 3.36% | 69 | -25,646 | -5.13% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 467,648 | 21,956 | 0.17% | 0.15% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 463,017 | 21,738 | 0.06% | 0.06% | 71 | -67,621 | -12.74% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 460,840 | 21,636 | 0.58% | 0.72% | 72 | -9,680 | -2.06% | Q1 2026 | May 11, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 451,757 | 21,209 | 3.59% | 3.43% | 73 | +9,948 | 2.25% | Q1 2026 | Apr 28, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 430,538 | 20,213 | 3.12% | 2.72% | 74 | +16,441 | 3.97% | Q1 2026 | May 06, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 429,028 | 20,142 | 3.22% | 5.02% | 75 | -244,723 | -36.32% | Q1 2026 | Apr 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 426,847 | 20,095 | 0.01% | 0.01% | 76 | +28,005 | 7.02% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 427,520 | 20,072 | 0.47% | 0.43% | 77 | +46,486 | 12.2% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 424,759 | 19,942 | 4.48% | 4.37% | 78 | +36,960 | 9.53% | Q1 2026 | May 14, 2026 |
| United Asset Strategies, Inc. | History | Added to | 418,804 | 19,662 | 1.56% | 1.51% | 79 | +3,530 | 0.85% | Q1 2026 | Apr 29, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 406,916 | 19,104 | 4.46% | 4.42% | 80 | +10,314 | 2.6% | Q1 2026 | Apr 08, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 401,252 | 18,829 | 1.3% | 0.95% | 81 | +168,269 | 72.22% | Q1 2026 | May 18, 2026 |
| RKL Wealth Management LLC | History | Reduced | 397,350 | 18,655 | 1.68% | 1.58% | 82 | -12,406 | -3.03% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 393,471 | 18,473 | 0.09% | 0.01% | 83 | +364,139 | 1241.44% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 387,281 | 18,182 | 2.04% | 2.01% | 84 | +7,437 | 1.96% | Q1 2026 | Apr 08, 2026 |
| Clark Asset Management, LLC | History | Added to | 387,238 | 18,180 | 1.71% | 1.73% | 85 | +32,832 | 9.26% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 384,290 | 18,042 | 0.55% | 0.35% | 86 | +184,230 | 92.09% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 381,666 | 17,919 | 0.15% | 0.0% | 87 | +372,558 | 4090.45% | Q1 2026 | May 07, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 364,166 | 17,097 | 2.36% | 2.18% | 88 | +18,960 | 5.49% | Q1 2026 | May 07, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 359,997 | 16,901 | 0.71% | 0.81% | 89 | -34,878 | -8.83% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Added to | 359,916 | 16,898 | 0.05% | 0.05% | 90 | +7,008 | 1.99% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 355,355 | 16,683 | 0.07% | 0.07% | 91 | -15,521 | -4.18% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 347,920 | 16,380 | 3.47% | 3.47% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 343,129 | 16,109 | 5.57% | 5.39% | 93 | +12,381 | 3.74% | Q1 2026 | May 06, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 334,940 | 15,725 | 1.13% | 1.19% | 94 | -35,215 | -9.51% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 331,425 | 15,560 | 0.66% | 0.61% | 95 | +18,200 | 5.81% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 329,248 | 15,456 | 0.03% | 0.02% | 96 | +77,239 | 30.65% | Q1 2026 | May 01, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 328,670 | 15,431 | 9.26% | 8.7% | 97 | +2,796 | 0.86% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 327,169 | 15,360 | 0.26% | 0.21% | 98 | +53,760 | 19.66% | Q1 2026 | Apr 21, 2026 |
| Vectors Research Management, LLC | History | Reduced | 323,859 | 15,205 | 4.44% | 4.66% | 99 | -693 | -0.21% | Q1 2026 | May 05, 2026 |
| Family CFO Inc | History | Added to | 322,897 | 15,160 | 6.79% | 6.6% | 100 | +9,488 | 3.03% | Q1 2026 | Apr 28, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 321,798 | 15,108 | 1.89% | 1.63% | 101 | +45,716 | 16.56% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Added to | 316,011 | 14,836 | 2.51% | 2.4% | 102 | +10,363 | 3.39% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 312,731 | 14,683 | 0.03% | 0.03% | 103 | -217 | -0.07% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 311,483 | 14,624 | 1.57% | 1.04% | 104 | +104,046 | 50.16% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 310,266 | 14,567 | 0.85% | 0.75% | 105 | +39,068 | 14.41% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 305,309 | 14,334 | 0.08% | 0.09% | 106 | +40,233 | 15.18% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 303,323 | 14,241 | 0.26% | 0.24% | 107 | +18,908 | 6.65% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 302,158 | 14,186 | 0.48% | 0.47% | 108 | +230 | 0.08% | Q1 2026 | May 07, 2026 |
| eCIO, Inc. | History | Added to | 302,148 | 14,185 | 6.23% | 5.53% | 109 | +50,115 | 19.88% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 300,426 | 14,104 | 0.02% | 0.02% | 110 | -96,642 | -24.34% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 299,204 | 14,047 | 0.28% | 0.25% | 111 | +36,438 | 13.87% | Q1 2026 | May 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 294,898 | 13,845 | 3.96% | 3.95% | 112 | +6,180 | 2.14% | Q1 2026 | Apr 15, 2026 |
| FLC Capital Advisors | History | Added to | 285,094 | 13,385 | 2.39% | 2.39% | 113 | +9,589 | 3.48% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Added to | 270,402 | 12,662 | 0.22% | 0.23% | 114 | +4,000 | 1.5% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 265,919 | 12,484 | 0.06% | 0.07% | 115 | -31,263 | -10.52% | Q1 2026 | Apr 24, 2026 |
| Level Financial Advisors | History | Added to | 260,329 | 12,222 | 3.12% | 2.95% | 116 | +23,295 | 9.83% | Q1 2026 | Apr 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 258,514 | 12,137 | 0.82% | 0.89% | 117 | -16,496 | -6.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 257,027 | 12,067 | 0.05% | 0.05% | 118 | +14,396 | 5.93% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 244,635 | 11,485 | 0.25% | 0.21% | 119 | +40,748 | 19.99% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 239,136 | 11,227 | 0.02% | 0.02% | 120 | +1,498 | 0.63% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 239,101 | 11,225 | 0.13% | 0.12% | 121 | +7,400 | 3.19% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 237,203 | 11,136 | 0.0% | 0.0% | 122 | +94,475 | 66.19% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Added to | 232,230 | 10,903 | 4.6% | 4.42% | 123 | +15,197 | 7.0% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 230,300 | 10,812 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 227,469 | 10,679 | 0.12% | 0.12% | 125 | +40,644 | 21.76% | Q1 2026 | May 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 221,809 | 10,413 | 2.89% | 2.63% | 126 | +20,860 | 10.38% | Q1 2026 | Apr 21, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 220,453 | 10,350 | 1.57% | 1.36% | 127 | +14,255 | 6.91% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 217,380 | 10,206 | 0.55% | 0.91% | 128 | +6,911 | 3.28% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 214,939 | 10,091 | 0.49% | 0.45% | 129 | +17,132 | 8.66% | Q1 2026 | May 05, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 214,501 | 10,070 | 6.54% | 6.55% | 130 | +2,722 | 1.29% | Q1 2026 | May 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 209,435 | 9,832 | 5.69% | 5.4% | 131 | +16,844 | 8.75% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 207,183 | 9,727 | 0.05% | 0.09% | 132 | -105,880 | -33.82% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 206,517 | 9,688 | 0.02% | 0.01% | 133 | +19,774 | 10.59% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 204,700 | 9,610 | 0.02% | 0.01% | 134 | +137,500 | 204.61% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 204,471 | 9,599 | 0.26% | 0.24% | 135 | +4,272 | 2.13% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 188,367 | 8,843 | 0.01% | 0.01% | 136 | -431 | -0.23% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 187,266 | 8,792 | 0.05% | 0.05% | 137 | +11,299 | 6.42% | Q1 2026 | May 05, 2026 |
| Mendota Financial Group, LLC | History | Added to | 184,579 | 8,665 | 6.42% | 5.92% | 138 | +11,816 | 6.84% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 182,942 | 8,625 | 0.04% | 0.04% | 139 | +21,979 | 13.65% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 183,726 | 8,607 | 0.31% | 0.37% | 140 | -23,235 | -11.23% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 182,311 | 8,537 | 0.08% | 0.1% | 141 | -7,815 | -4.11% | Q1 2026 | Apr 07, 2026 |
| SWS Partners | History | Added to | 180,898 | 8,493 | 2.09% | 1.8% | 142 | +22,326 | 14.08% | Q1 2026 | Apr 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 179,737 | 8,438 | 0.39% | 0.35% | 143 | +7,979 | 4.65% | Q1 2026 | May 06, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 173,324 | 8,137 | 2.51% | 2.33% | 144 | +8,905 | 5.42% | Q1 2026 | Apr 13, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 172,113 | 8,080 | 1.71% | 2.01% | 145 | +1,180 | 0.69% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 170,767 | 8,017 | 0.06% | 0.06% | 146 | -4,377 | -2.5% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 165,640 | 7,776 | 0.18% | 0.34% | 147 | +16,413 | 11.0% | Q1 2026 | Apr 27, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 165,106 | 7,751 | 0.83% | 0.84% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 163,776 | 7,689 | 0.03% | — | 149 | +163,776 | New | Q1 2026 | May 12, 2026 |
| Marion Wealth Management | History | Added to | 162,515 | 7,630 | 1.69% | 1.37% | 150 | +31,937 | 24.46% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 157,588 | 7,398 | 3.63% | 4.24% | 151 | -22,786 | -12.63% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 157,089 | 7,375 | 0.0% | 0.0% | 152 | +20,826 | 15.28% | Q1 2026 | May 08, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 156,003 | 7,324 | 6.92% | 7.16% | 153 | -2,890 | -1.82% | Q1 2026 | Apr 10, 2026 |
| EFG International AG | History | Reduced | 155,934 | 7,321 | 0.16% | 0.14% | 154 | -2,188 | -1.38% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 155,487 | 7,300 | 0.8% | 0.76% | 155 | +6,527 | 4.38% | Q1 2026 | Apr 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 153,389 | 7,201 | 0.94% | 0.93% | 156 | +2,308 | 1.53% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 150,801 | 7,080 | 0.4% | 0.38% | 157 | +16,918 | 12.64% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 149,475 | 7,018 | 0.11% | 0.11% | 158 | +2,703 | 1.84% | Q1 2026 | Apr 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 148,372 | 6,966 | 1.81% | 1.78% | 159 | +3,857 | 2.67% | Q1 2026 | Apr 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 148,163 | 6,956 | 0.2% | 0.19% | 160 | +12,119 | 8.91% | Q1 2026 | Apr 14, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 145,375 | 6,825 | 1.34% | 1.35% | 161 | -1,704 | -1.16% | Q1 2026 | Apr 07, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 145,153 | 6,814 | 0.75% | 0.79% | 162 | -48 | -0.03% | Q1 2026 | May 11, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 142,546 | 6,692 | 2.21% | 1.67% | 163 | +44,996 | 46.13% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 140,419 | 6,592 | 0.06% | 0.05% | 164 | +17,762 | 14.48% | Q1 2026 | May 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 139,690 | 6,582 | 4.76% | 3.56% | 165 | +38,731 | 38.36% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 137,541 | 6,457 | 0.07% | 0.07% | 166 | +9,956 | 7.8% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 134,841 | 6,330 | 0.1% | 0.1% | 167 | +25,069 | 22.84% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | Added to | 134,334 | 6,306 | 2.26% | 0.34% | 168 | +116,342 | 646.63% | Q1 2026 | May 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 135,422 | 6,176 | 4.14% | 3.08% | 169 | +31,285 | 30.04% | Q1 2026 | May 13, 2026 |
| Parker Financial LLC | History | Added to | 131,690 | 6,170 | 2.47% | 2.38% | 170 | +6,866 | 5.5% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 129,110 | 6,061 | 0.1% | 0.08% | 171 | +28,073 | 27.78% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 127,838 | 6,002 | 1.04% | 0.9% | 172 | +17,458 | 15.82% | Q1 2026 | Apr 17, 2026 |
| Worth Asset Management, LLC | History | Added to | 127,361 | 5,979 | 2.23% | 0.73% | 173 | +90,843 | 248.76% | Q1 2026 | Apr 17, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 125,475 | 5,891 | 0.89% | 0.99% | 174 | -7,630 | -5.73% | Q1 2026 | May 14, 2026 |
| Unison Advisors LLC | History | Added to | 125,265 | 5,881 | 0.45% | 0.5% | 175 | +4,466 | 3.7% | Q1 2026 | Apr 28, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 125,028 | 5,870 | 0.0% | 0.0% | 176 | +35,872 | 40.24% | Q1 2026 | Apr 30, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 123,711 | 5,808 | 4.23% | 4.8% | 177 | +28,015 | 29.27% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | Reduced | 117,634 | 5,522 | 0.15% | 0.15% | 178 | -1,273 | -1.07% | Q1 2026 | Apr 21, 2026 |
| SWP FINANCIAL LLC | History | Added to | 116,533 | 5,471 | 2.79% | 2.71% | 179 | +1,799 | 1.57% | Q1 2026 | Apr 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 115,823 | 5,437 | 0.2% | 0.12% | 180 | +48,952 | 73.2% | Q1 2026 | May 13, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 114,924 | 5,395 | 1.62% | 1.21% | 181 | +44,390 | 62.93% | Q1 2026 | May 08, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 111,664 | 5,242 | 0.68% | 0.8% | 182 | -20,436 | -15.47% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 111,234 | 5,222 | 0.3% | 0.3% | 183 | +4,454 | 4.17% | Q1 2026 | Apr 30, 2026 |
| Finhabits Advisors LLC | History | Added to | 109,741 | 5,152 | 4.75% | 4.84% | 184 | +290 | 0.26% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 106,787 | 5,013 | 0.07% | 0.08% | 185 | -9,178 | -7.91% | Q1 2026 | May 13, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 106,272 | 4,989 | 4.99% | 5.3% | 186 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NewSquare Capital LLC | History | Added to | 106,186 | 4,985 | 0.43% | 0.42% | 187 | +5,173 | 5.12% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 105,910 | 4,972 | 0.88% | 0.95% | 188 | +663 | 0.63% | Q1 2026 | May 08, 2026 |
| Hilltop Partners LLC | History | Added to | 102,955 | 4,833 | 1.24% | 1.2% | 189 | +3,969 | 4.01% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 101,382 | 4,759 | 0.07% | 0.07% | 190 | +143 | 0.14% | Q1 2026 | Apr 08, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | No change | 100,000 | 4,695 | 2.47% | 1.94% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 99,049 | 4,650 | 1.05% | 1.05% | 192 | -1,487 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 97,082 | 4,558 | 1.36% | 1.29% | 193 | -400 | -0.41% | Q1 2026 | Apr 20, 2026 |
| Columbus Macro, LLC | History | Reduced | 96,023 | 4,508 | 0.48% | 0.5% | 194 | -1,110 | -1.14% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 95,737 | 4,494 | 0.01% | 0.01% | 195 | +276 | 0.29% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 95,555 | 4,486 | 0.15% | 0.06% | 196 | +1,278 | 1.36% | Q1 2026 | Apr 23, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 94,973 | 4,459 | 1.61% | 1.63% | 197 | +2,030 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Unify Financial Advisors | History | Added to | 94,345 | 4,429 | 4.6% | 3.81% | 198 | +16,751 | 21.59% | Q1 2026 | Apr 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 92,823 | 4,358 | 0.0% | 0.0% | 199 | +1,820 | 2.0% | Q1 2026 | May 13, 2026 |
| Center For Asset Management LLC | History | Added to | 90,165 | 4,233 | 2.1% | 2.17% | 200 | +1,864 | 2.11% | Q1 2026 | Apr 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 89,461 | 4,200 | 0.29% | 0.18% | 201 | +41,995 | 88.47% | Q1 2026 | Apr 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 88,857 | 4,175 | 0.5% | 0.51% | 202 | +3,526 | 4.13% | Q1 2026 | Apr 22, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 88,800 | 4,169 | 0.34% | 0.36% | 203 | -4,051 | -4.36% | Q1 2026 | Apr 01, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 87,651 | 4,115 | 0.77% | 0.77% | 204 | +1,154 | 1.33% | Q1 2026 | Apr 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 87,543 | 4,110 | 0.68% | 0.73% | 205 | -3,273 | -3.6% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 86,266 | 4,050 | 3.71% | 3.67% | 206 | +3,212 | 3.87% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 85,195 | 3,999 | 0.0% | 0.0% | 207 | +2,747 | 3.33% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 84,748 | 3,978 | 0.03% | 0.01% | 208 | +71,254 | 528.04% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 84,563 | 3,970 | 0.33% | 0.33% | 209 | -6 | -0.01% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 83,679 | 3,928 | 0.3% | 0.27% | 210 | +7,086 | 9.25% | Q1 2026 | Apr 08, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 83,397 | 3,915 | 1.74% | 2.2% | 211 | -23,037 | -21.64% | Q1 2026 | Apr 24, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 82,957 | 3,894 | 1.14% | 1.13% | 212 | +4,333 | 5.51% | Q1 2026 | Apr 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 82,818 | 3,888 | 0.68% | 0.56% | 213 | +16,163 | 24.25% | Q1 2026 | May 05, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 82,375 | 3,867 | 0.39% | — | 214 | +82,375 | New | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 82,204 | 3,859 | 0.0% | 0.0% | 215 | +14,561 | 21.53% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | Added to | 81,560 | 3,829 | 1.12% | 1.09% | 216 | +638 | 0.79% | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 81,095 | 3,807 | 0.19% | 0.2% | 217 | -3,992 | -4.69% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 81,007 | 3,803 | 0.05% | 0.04% | 218 | +18,652 | 29.91% | Q1 2026 | May 11, 2026 |
| Capital Investment Management, Inc. | History | Added to | 80,845 | 3,795 | 1.3% | 1.28% | 219 | +2,789 | 3.57% | Q1 2026 | Apr 22, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 79,545 | 3,734 | 1.63% | 1.42% | 220 | +9,351 | 13.32% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 77,570 | 3,641 | 0.33% | 0.34% | 221 | +8 | 0.01% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 76,263 | 3,580 | 0.11% | 0.12% | 222 | -1,872 | -2.4% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 75,573 | 3,548 | 0.04% | 0.04% | 223 | +9,410 | 14.22% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 72,077 | 3,361 | 0.09% | 0.24% | 224 | -49,831 | -40.88% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 69,536 | 3,264 | 0.02% | 0.02% | 225 | -4,180 | -5.67% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 69,020 | 3,240 | 0.04% | 0.04% | 226 | +4,069 | 6.26% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 68,706 | 3,225 | 0.0% | 0.0% | 227 | +8,167 | 13.49% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 68,971 | 3,221 | 0.0% | 0.0% | 228 | -1,169 | -1.67% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 68,140 | 3,199 | 0.04% | 0.04% | 229 | -5,720 | -7.74% | Q1 2026 | Apr 20, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 67,886 | 3,187 | 0.72% | 0.12% | 230 | +56,941 | 520.25% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 67,791 | 3,182 | 0.8% | 0.74% | 231 | +789 | 1.18% | Q1 2026 | Apr 30, 2026 |
| Hirtle & Co., LLC | History | No change | 67,313 | 3,160 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 67,180 | 3,154 | 0.06% | 0.06% | 233 | +1,710 | 2.61% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Added to | 66,414 | 3,118 | 0.38% | 0.38% | 234 | +6,563 | 10.97% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,922 | 3,095 | 0.01% | 0.0% | 235 | +64,158 | 3637.07% | Q1 2026 | May 01, 2026 |
| Bulwark Capital Corp | History | Reduced | 65,158 | 3,059 | 1.89% | 7.15% | 236 | -148,507 | -69.5% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 64,763 | 3,040 | 0.12% | — | 237 | +64,763 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 61,377 | 2,889 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 61,113 | 2,869 | 0.35% | 0.38% | 239 | -11,329 | -15.64% | Q1 2026 | May 14, 2026 |
| Seek First Inc. | History | Added to | 60,753 | 2,852 | 2.01% | 1.97% | 240 | +168 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 60,424 | 2,836 | 0.0% | 0.0% | 241 | -11,371 | -15.84% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Added to | 60,137 | 2,823 | 2.27% | 2.03% | 242 | +1,254 | 2.13% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 58,918 | 2,766 | 0.02% | 0.01% | 243 | +24,391 | 70.64% | Q1 2026 | May 15, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 58,635 | 2,752 | 0.75% | 0.69% | 244 | +2,187 | 3.87% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 58,494 | 2,746 | 0.03% | 0.03% | 245 | +1,541 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 58,214 | 2,733 | 0.04% | 0.02% | 246 | +31,470 | 117.67% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 57,846 | 2,715 | 0.01% | 0.02% | 247 | +1,337 | 2.37% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 57,494 | 2,706 | 0.2% | 0.2% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Reduced | 57,346 | 2,692 | 0.37% | 0.33% | 249 | -400 | -0.69% | Q1 2026 | Apr 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 56,748 | 2,664 | 0.19% | 0.17% | 250 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 56,690 | 2,661 | 1.83% | 1.95% | 251 | -3,280 | -5.47% | Q1 2026 | Apr 08, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 55,826 | 2,621 | 1.65% | 1.61% | 252 | +1,605 | 2.96% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 55,297 | 2,596 | 0.03% | 0.03% | 253 | +7,449 | 15.57% | Q1 2026 | Apr 20, 2026 |
| Veridan Wealth LLC | History | Added to | 52,543 | 2,466 | 0.91% | 0.8% | 254 | +2,081 | 4.12% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 52,187 | 2,450 | 0.19% | 0.18% | 255 | +3,168 | 6.46% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 51,765 | 2,437 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Graetz Wealth LLC | History | Reduced | 51,816 | 2,432 | 2.17% | 2.29% | 257 | -1,686 | -3.15% | Q1 2026 | Apr 30, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 51,679 | 2,426 | 0.25% | 0.21% | 258 | +16,050 | 45.05% | Q1 2026 | May 14, 2026 |
| AXS Investments LLC | History | Added to | 51,370 | 2,411 | 0.97% | 0.54% | 259 | +18,059 | 54.21% | Q1 2026 | May 06, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 51,269 | 2,407 | 0.02% | 0.01% | 260 | +886 | 1.76% | Q1 2026 | May 07, 2026 |
| CacheTech Inc. | History | Reduced | 51,110 | 2,399 | 0.46% | 0.5% | 261 | -5,794 | -10.18% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 50,334 | 2,363 | 0.02% | 0.03% | 262 | +4,073 | 8.8% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 49,709 | 2,333 | 0.01% | 0.01% | 263 | +9,057 | 22.28% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 49,075 | 2,304 | 0.09% | 0.09% | 264 | +1,640 | 3.46% | Q1 2026 | May 12, 2026 |
| LifePlan Financial, LLC | History | Added to | 48,804 | 2,291 | 1.69% | 1.67% | 265 | +2,646 | 5.73% | Q1 2026 | Apr 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 48,000 | 2,253 | 0.0% | 0.0% | 266 | +1,800 | 3.9% | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 47,875 | 2,247 | 1.57% | 1.59% | 267 | +2,415 | 5.31% | Q1 2026 | May 12, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 47,510 | 2,230 | 1.37% | 1.43% | 268 | +1,976 | 4.34% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 47,281 | 2,219 | 0.03% | 0.03% | 269 | +1,273 | 2.77% | Q1 2026 | Apr 23, 2026 |
| Ridgewood Investments LLC | History | New | 47,122 | 2,212 | 0.9% | — | 270 | +47,122 | New | Q1 2026 | Apr 03, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 47,145 | 2,211 | 2.09% | 1.59% | 271 | +21,755 | 85.68% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 44,082 | 2,069 | 0.19% | 0.16% | 272 | +6,353 | 16.84% | Q1 2026 | Apr 17, 2026 |
| Adams Wealth Management | History | Reduced | 43,981 | 2,064 | 0.45% | 0.5% | 273 | -5,863 | -11.76% | Q1 2026 | May 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 42,699 | 2,004 | 0.24% | 0.13% | 274 | +22,608 | 112.53% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 42,344 | 1,988 | 0.04% | 0.05% | 275 | -5,382 | -11.28% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 41,719 | 1,958 | 0.13% | 0.14% | 276 | -730 | -1.72% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 41,499 | 1,953 | 0.01% | 0.0% | 277 | +32,076 | 340.4% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 41,585 | 1,952 | 0.19% | 0.2% | 278 | -667 | -1.58% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 41,338 | 1,941 | 0.05% | 0.05% | 279 | +4,740 | 12.95% | Q1 2026 | May 14, 2026 |
| Thrive Capital Management, LLC | History | Added to | 41,073 | 1,928 | 0.42% | 0.42% | 280 | +1,227 | 3.08% | Q1 2026 | Apr 27, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 40,577 | 1,905 | 1.18% | 1.11% | 281 | +352 | 0.88% | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 39,633 | 1,860 | 1.67% | 2.3% | 282 | +6,699 | 20.34% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 39,184 | 1,839 | 0.11% | 0.1% | 283 | +2,488 | 6.78% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 39,215 | 1,836 | 0.12% | 0.18% | 284 | -13,852 | -26.1% | Q1 2026 | May 12, 2026 |
| Security Financial Services, INC. | History | No change | 38,944 | 1,833 | 0.29% | 0.29% | 285 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| D.B. Root & Company, LLC | History | New | 38,941 | 1,828 | 0.44% | — | 286 | +38,941 | New | Q1 2026 | May 12, 2026 |
| BDFS Capital LLC | History | Added to | 38,360 | 1,801 | 0.87% | 0.87% | 287 | +1,681 | 4.58% | Q1 2026 | Apr 15, 2026 |
| Randall & Associates Wealth Management | History | Added to | 37,232 | 1,748 | 1.18% | 1.12% | 288 | +2,848 | 8.28% | Q1 2026 | Apr 20, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 37,203 | 1,746 | 0.39% | 0.4% | 289 | -1,546 | -3.99% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 37,161 | 1,744 | 0.06% | 0.01% | 290 | +30,495 | 457.47% | Q1 2026 | May 19, 2026 |
| City State Bank | History | Reduced | 36,822 | 1,728 | 0.45% | 0.48% | 291 | -135 | -0.37% | Q1 2026 | Apr 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 36,794 | 1,727 | 0.0% | 0.0% | 292 | -1,700 | -4.42% | Q1 2026 | May 15, 2026 |
| PROTECTIVE LIFE CORP | History | New | 36,637 | 1,720 | 5.72% | — | 293 | +36,637 | New | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 36,447 | 1,709 | 0.03% | 0.06% | 294 | -31,288 | -46.19% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 36,416 | 1,709 | 0.02% | 0.01% | 295 | +18,235 | 100.3% | Q1 2026 | May 08, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 36,381 | 1,708 | 0.13% | 0.12% | 296 | +426 | 1.18% | Q1 2026 | Apr 15, 2026 |
| CONNING INC. | History | No change | 36,000 | 1,690 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 35,979 | 1,685 | 0.11% | 0.08% | 298 | -761 | -2.07% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 34,547 | 1,621 | 0.0% | 0.0% | 299 | -557 | -1.59% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 34,315 | 1,611 | 0.04% | 0.04% | 300 | -6,319 | -15.55% | Q1 2026 | May 07, 2026 |