VANGUARD SPECIALIZED FUNDS - VNQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 16,879,079 | 1,497,174 | 3.89% | 3.86% | 1 | +728,138 | 4.51% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,831,491 | 1,138,153 | 0.7% | 0.67% | 2 | +837,298 | 6.98% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 12,560,585 | 1,114,123 | 0.76% | 0.82% | 3 | -309,984 | -2.41% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,115,744 | 897,266 | 0.07% | 0.07% | 4 | -212,463 | -2.06% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,070,180 | 893,224 | 1.96% | 1.99% | 5 | +30,853 | 0.31% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 9,780,002 | 867,486 | 0.05% | 0.05% | 6 | -110,311 | -1.12% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 8,598,869 | 762,719 | 2.94% | 2.75% | 7 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,350,880 | 641,952 | 0.04% | 0.05% | 8 | -762,496 | -9.4% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 5,521,305 | 493,207 | 0.6% | 0.53% | 9 | +393,113 | 7.67% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,196,621 | 372,240 | 0.46% | 0.52% | 10 | -656,255 | -13.52% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,138,334 | 367,070 | 0.07% | 0.07% | 11 | -67,205 | -1.6% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,660,600 | 324,695 | 0.26% | 0.45% | 12 | +87,200 | 2.44% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,431,398 | 304,364 | 0.06% | 0.04% | 13 | +736,312 | 27.32% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,358,966 | 297,940 | 0.6% | 0.57% | 14 | -11,780 | -0.35% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,362,887 | 209,588 | 0.22% | 0.2% | 15 | +278,151 | 13.34% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 2,277,005 | 201,970 | 0.05% | 0.05% | 16 | +69,827 | 3.16% | Q1 2026 | May 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,234,023 | 198,157 | 0.67% | 0.66% | 17 | -39,736 | -1.75% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,212,485 | 196,247 | 2.82% | 3.01% | 18 | +98,425 | 4.66% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,154,411 | 191,096 | 0.05% | 0.04% | 19 | +497,171 | 30.0% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 2,120,019 | 188,023 | 0.22% | 0.21% | 20 | +133,959 | 6.74% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,948,564 | 172,837 | 0.02% | 0.03% | 21 | -593,518 | -23.35% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,741,408 | 154,462 | 5.2% | 5.14% | 22 | +78,258 | 4.71% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,677,694 | 148,811 | 0.27% | 0.42% | 23 | +174,384 | 11.6% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,568,908 | 139,162 | 0.02% | 0.02% | 24 | +20,178 | 1.3% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,558,678 | 138,254 | 1.92% | 1.87% | 25 | +52,479 | 3.48% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,506,966 | 133,667 | 0.02% | 0.02% | 26 | +14,889 | 1.0% | Q1 2026 | May 05, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,448,406 | 128,473 | 12.92% | 12.24% | 27 | +47,250 | 3.37% | Q1 2026 | May 05, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,393,147 | 123,572 | 2.66% | 2.48% | 28 | +218,784 | 18.63% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,393,147 | 123,572 | 2.3% | 2.13% | 29 | +218,784 | 18.63% | Q1 2026 | May 06, 2026 |
| Gibson Capital, LLC | History | Added to | 1,387,610 | 123,080 | 22.91% | 21.43% | 30 | +67,438 | 5.11% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,280,054 | 113,540 | 0.03% | 0.04% | 31 | -198,757 | -13.44% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,079,469 | 95,748 | 0.01% | 0.01% | 32 | +161,286 | 17.57% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,037,111 | 91,991 | 0.05% | 0.05% | 33 | -8,933 | -0.85% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,022,472 | 90,693 | 5.1% | 3.69% | 34 | +242,704 | 31.13% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,008,565 | 88,766 | 0.13% | 0.13% | 35 | -101,696 | -9.16% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 950,636 | 84,467 | 0.17% | 0.04% | 36 | +661,172 | 228.41% | Q1 2026 | Apr 08, 2026 |
| Vanderbilt University | History | Added to | 865,645 | 76,782 | 14.58% | 12.94% | 37 | +9,220 | 1.08% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 864,880 | 76,714 | 0.16% | 0.16% | 38 | +2,947 | 0.34% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 861,206 | 76,388 | 0.07% | 0.07% | 39 | -56,593 | -6.17% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 855,932 | 75,741 | 0.36% | 0.36% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Seven Post Investment Office LP | History | Added to | 849,940 | 75,389 | 24.36% | 26.61% | 41 | +8,904 | 1.06% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 802,137 | 71,149 | 0.49% | 0.16% | 42 | +442,380 | 122.97% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 759,691 | 67,384 | 1.46% | 1.4% | 43 | +50,918 | 7.18% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 700,000 | 62,090 | 0.1% | 0.12% | 44 | -100,000 | -12.5% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 693,670 | 61,528 | 0.9% | 0.89% | 45 | +35,310 | 5.36% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 691,627 | 61,346 | 0.06% | 0.05% | 46 | +3,006 | 0.44% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 689,478 | 61,233 | 0.01% | 0.02% | 47 | -66,204 | -8.76% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 679,688 | 60,288 | 0.24% | 0.24% | 48 | -10,532 | -1.53% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 666,318 | 59,102 | 0.06% | 0.07% | 49 | -56,730 | -7.85% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 660,811 | 58,613 | 0.08% | 0.08% | 50 | +2,418 | 0.37% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 640,886 | 56,846 | 0.02% | 0.02% | 51 | -14,221 | -2.17% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 637,628 | 56,557 | 0.29% | 0.3% | 52 | +17,291 | 2.79% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 626,007 | 55,542 | 0.08% | 0.08% | 53 | +29,812 | 5.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 622,778 | 55,257 | 0.08% | 0.08% | 54 | +37,312 | 6.37% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 606,340 | 53,782 | 0.01% | 0.0% | 55 | +605,197 | 52948.12% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 605,036 | 53,654 | 0.33% | 0.36% | 56 | -74,678 | -10.99% | Q1 2026 | May 15, 2026 |
| Pennsylvania State University | History | No change | 592,234 | 52,531 | 27.46% | 27.16% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 584,295 | 51,826 | 3.01% | 2.97% | 58 | +10,679 | 1.86% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 570,841 | 50,633 | 0.34% | 0.37% | 59 | -30,409 | -5.06% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Added to | 544,563 | 48,302 | 0.76% | 0.67% | 60 | +50,764 | 10.28% | Q1 2026 | May 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 537,829 | 47,705 | 3.39% | 3.13% | 61 | -68,847 | -11.35% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 509,075 | 45,155 | 0.08% | 0.08% | 62 | +6,137 | 1.22% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 486,852 | 43,183 | 0.6% | 0.57% | 63 | +4,658 | 0.97% | Q1 2026 | May 01, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 485,471 | 43,061 | 2.28% | 2.07% | 64 | +31,144 | 6.85% | Q1 2026 | Apr 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 477,833 | 42,385 | 0.54% | 0.53% | 65 | +5,699 | 1.21% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 474,337 | 42,073 | 0.45% | 0.42% | 66 | +28,086 | 6.29% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 463,343 | 41,098 | 0.01% | 0.01% | 67 | -34,359 | -6.9% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 455,462 | 40,399 | 0.7% | 0.68% | 68 | +26,158 | 6.09% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 452,995 | 40,180 | 0.3% | 0.29% | 69 | +16,589 | 3.8% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 442,545 | 39,253 | 2.67% | 2.97% | 70 | +43,517 | 10.91% | Q1 2026 | Apr 20, 2026 |
| Passive Capital Management, LLC. | History | Added to | 433,750 | 38,473 | 11.49% | 12.0% | 71 | +78 | 0.02% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 417,129 | 36,998 | 0.06% | 0.05% | 72 | +146,466 | 54.11% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 416,776 | 36,967 | 0.05% | 0.05% | 73 | +11,468 | 2.83% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 414,124 | 36,732 | 0.57% | 0.5% | 74 | +28,978 | 7.52% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 412,638 | 36,600 | 0.01% | 0.01% | 75 | +92,340 | 28.83% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 408,541 | 36,237 | 0.06% | 0.05% | 76 | +17,564 | 4.49% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 398,867 | 35,379 | 0.03% | 0.03% | 77 | +76,456 | 23.71% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 392,376 | 34,803 | 0.02% | 0.02% | 78 | -19,940 | -4.84% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 375,047 | 33,408 | 0.04% | 0.04% | 79 | -8,679 | -2.26% | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | Added to | 375,869 | 33,339 | 2.0% | 1.96% | 80 | +2,320 | 0.62% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 375,744 | 33,328 | 0.42% | 0.69% | 81 | -248,450 | -39.8% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 360,820 | 32,004 | 0.11% | 0.12% | 82 | -65,387 | -15.34% | Q1 2026 | May 12, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 358,258 | 31,777 | 4.82% | 5.86% | 83 | -60,160 | -14.38% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 349,940 | 31,039 | 0.36% | 0.38% | 84 | -3 | -0.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 341,307 | 30,273 | 0.0% | 0.0% | 85 | +144,607 | 73.52% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 334,104 | 29,635 | 0.08% | 0.07% | 86 | +22,449 | 7.2% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Financial Management LLC | History | No change | 328,338 | 29,123 | 0.97% | 0.88% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 304,249 | 26,986 | 3.11% | 3.01% | 88 | +15,356 | 5.32% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 303,877 | 26,953 | 0.14% | 0.17% | 89 | +30,432 | 11.13% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 303,513 | 26,921 | 0.79% | 0.75% | 90 | +6,372 | 2.14% | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 299,616 | 26,576 | 1.37% | 1.36% | 91 | +11,980 | 4.16% | Q1 2026 | Apr 21, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 298,357 | 26,464 | 0.53% | 0.54% | 92 | -6,415 | -2.1% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 289,964 | 25,719 | 1.67% | 1.52% | 93 | +30,606 | 11.8% | Q1 2026 | May 07, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 278,196 | 24,675 | 4.35% | 4.32% | 94 | +11,141 | 4.17% | Q1 2026 | Apr 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 277,909 | 24,650 | 2.4% | 2.1% | 95 | +9,733 | 3.63% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 276,709 | 24,544 | 0.02% | 0.02% | 96 | +24,035 | 9.51% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 269,715 | 23,923 | 5.16% | 5.07% | 97 | +9,424 | 3.62% | Q1 2026 | May 06, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 266,709 | 23,657 | 2.29% | 1.95% | 98 | -4,625 | -1.7% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 266,673 | 23,653 | 0.13% | 0.13% | 99 | +4,763 | 1.82% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 266,083 | 23,601 | 0.55% | 1.33% | 100 | -283,679 | -51.6% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 264,959 | 23,501 | 0.0% | 0.0% | 101 | +3,881 | 1.49% | Q1 2026 | May 15, 2026 |
| Whelan Financial | History | Added to | 264,486 | 23,459 | 7.28% | 7.17% | 102 | +4,972 | 1.92% | Q1 2026 | Apr 24, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 262,380 | 23,273 | 1.26% | 1.2% | 103 | +5,450 | 2.12% | Q1 2026 | Apr 13, 2026 |
| STATE STREET CORP | History | Reduced | 256,699 | 22,769 | 0.0% | 0.0% | 104 | -1,672 | -0.65% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 255,079 | 22,625 | 0.62% | 0.62% | 105 | +7,596 | 3.07% | Q1 2026 | May 07, 2026 |
| KWMG, LLC | History | Reduced | 254,075 | 22,536 | 1.88% | 1.96% | 106 | -2,942 | -1.14% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | New | 253,269 | 22,464 | 0.79% | — | 107 | +253,269 | New | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 252,337 | 22,382 | 2.85% | 2.64% | 108 | +25,089 | 11.04% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 248,732 | 22,062 | 1.41% | 1.37% | 109 | +4,764 | 1.95% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | New | 245,563 | 21,781 | 0.14% | — | 110 | +245,563 | New | Q1 2026 | May 14, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 240,633 | 21,344 | 4.21% | 4.21% | 111 | +13,341 | 5.87% | Q1 2026 | Apr 14, 2026 |
| Rodgers & Associates, LTD | History | Added to | 240,523 | 21,334 | 2.17% | 2.09% | 112 | +7,304 | 3.13% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Added to | 238,042 | 21,114 | 1.56% | 1.91% | 113 | +5,202 | 2.23% | Q1 2026 | May 19, 2026 |
| Austin Asset Management Co Inc | History | Added to | 236,628 | 20,988 | 3.45% | 3.22% | 114 | +15,333 | 6.93% | Q1 2026 | Apr 29, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 234,294 | 20,781 | 3.01% | 2.56% | 115 | +29,289 | 14.29% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 233,851 | 20,742 | 0.8% | 0.65% | 116 | +38,123 | 19.48% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 227,724 | 20,199 | 0.16% | 0.17% | 117 | -10,796 | -4.53% | Q1 2026 | May 01, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 226,342 | 20,076 | 1.06% | 1.0% | 118 | +11,029 | 5.12% | Q1 2026 | Apr 17, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 225,487 | 20,000 | 1.66% | 0.03% | 119 | +221,488 | 5538.58% | Q1 2026 | Apr 20, 2026 |
| SWAN Capital LLC | History | Added to | 222,529 | 19,738 | 7.26% | 6.9% | 120 | +22,015 | 10.98% | Q1 2026 | May 14, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 217,260 | 19,270 | 10.46% | 10.26% | 121 | +12,762 | 6.24% | Q1 2026 | Apr 14, 2026 |
| Fairfield University | History | Added to | 215,774 | 19,139 | 9.59% | 9.51% | 122 | +2,296 | 1.08% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 210,031 | 18,629 | 0.43% | 0.45% | 123 | +1,764 | 0.85% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 209,248 | 18,560 | 1.24% | 1.16% | 124 | -2,116 | -1.0% | Q1 2026 | May 14, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 208,089 | 18,457 | 7.24% | 7.19% | 125 | +8,357 | 4.18% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 202,225 | 17,937 | 0.79% | 0.93% | 126 | -33,128 | -14.08% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 201,596 | 17,881 | 0.49% | 0.7% | 127 | -104,246 | -34.08% | Q1 2026 | Apr 13, 2026 |
| Omega Financial Group, LLC | History | Added to | 201,443 | 17,868 | 5.81% | 5.55% | 128 | +10,931 | 5.74% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 198,720 | 17,584 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 198,127 | 17,573 | 1.59% | 2.52% | 130 | -117,664 | -37.26% | Q1 2026 | May 04, 2026 |
| SACHEM HILL LLC | History | Added to | 197,319 | 17,502 | 3.39% | 3.31% | 131 | +4,858 | 2.52% | Q1 2026 | May 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 195,683 | 17,357 | 4.79% | 4.7% | 132 | +4,812 | 2.52% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 195,158 | 17,307 | 0.17% | 0.07% | 133 | +132,859 | 213.26% | Q1 2026 | May 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 190,395 | 16,888 | 1.42% | 1.35% | 134 | +1,902 | 1.01% | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 187,509 | 16,632 | 2.32% | 2.2% | 135 | +11,897 | 6.77% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 185,254 | 16,432 | 7.08% | 6.97% | 136 | +9,860 | 5.62% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 183,400 | 16,267 | 0.05% | 0.04% | 137 | +27,393 | 17.56% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 182,890 | 16,222 | 0.05% | 0.05% | 138 | +10,870 | 6.32% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 182,621 | 16,198 | 0.06% | 0.04% | 139 | +74,075 | 68.24% | Q1 2026 | Apr 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 182,211 | 16,162 | 0.29% | 0.23% | 140 | +44,000 | 31.84% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 182,200 | 16,161 | 2.05% | 1.93% | 141 | +4,530 | 2.55% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 178,898 | 15,925 | 0.15% | 0.13% | 142 | +44,737 | 33.35% | Q1 2026 | Apr 07, 2026 |
| Firestone Capital Management | History | Added to | 177,707 | 15,762 | 3.28% | 3.33% | 143 | +464 | 0.26% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 177,240 | 15,721 | 0.19% | 0.05% | 144 | +133,206 | 302.51% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 175,751 | 15,589 | 1.12% | 1.18% | 145 | -3,303 | -1.84% | Q1 2026 | Apr 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 175,363 | 15,554 | 2.7% | 2.73% | 146 | +1,031 | 0.59% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 174,117 | 15,444 | 0.18% | 0.15% | 147 | +29,137 | 20.1% | Q1 2026 | Apr 28, 2026 |
| West Financial Advisors, LLC | History | Added to | 170,379 | 15,112 | 2.57% | 2.51% | 148 | +2,253 | 1.34% | Q1 2026 | Apr 08, 2026 |
| Fort Henry Capital, LLC | History | Added to | 165,683 | 14,696 | 8.89% | 8.65% | 149 | +6,080 | 3.81% | Q1 2026 | Apr 20, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 165,548 | 14,684 | 0.79% | 0.78% | 150 | +5,959 | 3.73% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Reduced | 164,784 | 14,616 | 1.29% | 1.2% | 151 | -3,473 | -2.06% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 161,275 | 14,305 | 0.07% | 0.08% | 152 | +4,528 | 2.89% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 158,608 | 14,068 | 0.17% | 0.18% | 153 | -3,558 | -2.19% | Q1 2026 | May 01, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 158,129 | 14,026 | 6.72% | 6.64% | 154 | +10,138 | 6.85% | Q1 2026 | Apr 09, 2026 |
| Partners in Financial Planning | History | Added to | 157,522 | 13,969 | 2.32% | 2.33% | 155 | +1,786 | 1.15% | Q1 2026 | May 11, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 156,811 | 13,909 | 5.37% | 5.32% | 156 | +1,079 | 0.69% | Q1 2026 | Apr 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 156,113 | 13,847 | 0.43% | 0.38% | 157 | +21,937 | 16.35% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 155,424 | 13,786 | 0.04% | 0.03% | 158 | +9,998 | 6.87% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 154,378 | 13,693 | 1.46% | 1.57% | 159 | -8,866 | -5.43% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 152,650 | 13,540 | 0.42% | 0.41% | 160 | +211 | 0.14% | Q1 2026 | May 13, 2026 |
| Navalign, LLC | History | Added to | 151,588 | 13,445 | 3.39% | 2.88% | 161 | +18,765 | 14.13% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 151,010 | 13,394 | 0.32% | 0.33% | 162 | -1,923 | -1.26% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 149,913 | 13,297 | 0.04% | 0.03% | 163 | -11,892 | -7.35% | Q1 2026 | May 04, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 148,445 | 13,167 | 1.19% | 1.26% | 164 | -8,384 | -5.35% | Q1 2026 | May 12, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 146,803 | 13,021 | 4.08% | 4.08% | 165 | +7,597 | 5.46% | Q1 2026 | May 01, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 144,944 | 12,856 | 0.48% | 0.47% | 166 | +1,542 | 1.08% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 144,972 | 12,828 | 0.0% | 0.0% | 167 | -1,267 | -0.87% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 137,161 | 12,753 | 0.36% | 0.35% | 168 | +4,736 | 3.58% | Q1 2026 | Apr 14, 2026 |
| Financial Advisory Corp | History | Added to | 141,434 | 12,545 | 1.74% | 1.81% | 169 | +1,068 | 0.76% | Q1 2026 | Apr 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 141,261 | 12,530 | 0.01% | 0.01% | 170 | +7,763 | 5.82% | Q1 2026 | May 15, 2026 |
| Somnio Financial Group, LLC | History | Added to | 141,214 | 12,525 | 8.23% | 8.02% | 171 | +4,125 | 3.01% | Q1 2026 | Apr 09, 2026 |
| GenTrust, LLC | History | Reduced | 140,179 | 12,433 | 0.53% | 0.83% | 172 | -78,367 | -35.86% | Q1 2026 | Apr 27, 2026 |
| Cordant, Inc. | History | Added to | 139,753 | 12,396 | 5.03% | 4.89% | 173 | +7,839 | 5.94% | Q1 2026 | Apr 13, 2026 |
| BARD ASSOCIATES INC | History | Added to | 139,167 | 12,344 | 3.1% | 3.16% | 174 | +232 | 0.17% | Q1 2026 | May 07, 2026 |
| AA Financial Advisors, LLC | History | Added to | 137,077 | 12,158 | 1.71% | 1.3% | 175 | +57,791 | 72.89% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | Added to | 135,786 | 12,044 | 0.0% | 0.0% | 176 | +17,112 | 14.42% | Q1 2026 | May 13, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 133,902 | 11,889 | 2.94% | 2.61% | 177 | +3,536 | 2.71% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 132,612 | 11,762 | 2.8% | 2.9% | 178 | -1,340 | -1.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 130,414 | 11,567 | 0.03% | 0.03% | 179 | -4,046 | -3.01% | Q1 2026 | May 08, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 130,000 | 11,531 | 0.04% | 0.03% | 180 | +30,000 | 30.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 129,853 | 11,517 | 0.06% | 0.05% | 181 | +28,072 | 27.58% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 129,455 | 11,482 | 0.92% | 0.75% | 182 | +26,335 | 25.54% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 128,627 | 11,409 | 0.66% | 0.63% | 183 | +2,531 | 2.01% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 127,600 | 11,318 | 0.91% | 0.84% | 184 | +6,128 | 5.04% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 127,103 | 11,274 | 3.29% | 3.12% | 185 | +4,448 | 3.63% | Q1 2026 | Apr 14, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 126,476 | 11,218 | 4.3% | 4.05% | 186 | +8,921 | 7.59% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 124,286 | 11,024 | 0.05% | 0.05% | 187 | -6,136 | -4.7% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 124,032 | 11,001 | 0.01% | 0.02% | 188 | -75,850 | -37.95% | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 123,768 | 10,978 | 0.04% | — | 189 | +123,768 | New | Q1 2026 | May 12, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 122,076 | 10,828 | 6.31% | 6.26% | 190 | +3,649 | 3.08% | Q1 2026 | May 06, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 121,556 | 10,782 | 0.78% | 0.76% | 191 | +121,391 | 73570.3% | Q1 2026 | May 21, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 121,180 | 10,748 | 0.03% | 0.03% | 192 | +2,850 | 2.41% | Q1 2026 | May 08, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 120,199 | 10,661 | 3.58% | 2.9% | 193 | +19,960 | 19.91% | Q1 2026 | Apr 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 119,666 | 10,614 | 2.05% | 1.76% | 194 | +22,705 | 23.42% | Q1 2026 | Apr 21, 2026 |
| Flagstone Financial Management | History | Added to | 117,361 | 10,409 | 2.58% | 2.55% | 195 | +5,211 | 4.65% | Q1 2026 | Apr 27, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 117,194 | 10,395 | 0.38% | 0.4% | 196 | -2,715 | -2.26% | Q1 2026 | May 07, 2026 |
| Horizons Wealth Management | History | Added to | 117,118 | 10,388 | 6.81% | 6.68% | 197 | +1,832 | 1.59% | Q1 2026 | Apr 02, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 106,878 | 10,370 | 3.12% | 2.94% | 198 | +7,388 | 7.43% | Q1 2026 | May 12, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 113,634 | 10,346 | 0.02% | 0.02% | 199 | +56,817 | 100.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 116,248 | 10,311 | 0.22% | 0.19% | 200 | +14,229 | 13.95% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 115,790 | 10,270 | 0.02% | 0.02% | 201 | -28,305 | -19.64% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 114,788 | 10,181 | 4.06% | — | 202 | +114,788 | New | Q1 2026 | May 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 114,760 | 10,179 | 0.07% | 0.02% | 203 | +82,306 | 253.61% | Q1 2026 | Apr 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 114,556 | 10,161 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 114,420 | 10,149 | 5.76% | 5.31% | 205 | +10,786 | 10.41% | Q1 2026 | Apr 06, 2026 |
| Krilogy Financial LLC | History | Added to | 106,605 | 10,144 | 0.33% | 0.31% | 206 | +6,011 | 5.98% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 114,306 | 10,138 | 0.13% | 0.05% | 207 | +73,937 | 183.15% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 114,145 | 10,124 | 2.15% | 2.17% | 208 | -151 | -0.13% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 114,083 | 10,110 | 0.29% | 0.31% | 209 | +1,018 | 0.9% | Q1 2026 | Apr 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 113,440 | 10,062 | 0.12% | 0.12% | 210 | -877 | -0.77% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 112,620 | 9,989 | 0.06% | 0.17% | 211 | -234,058 | -67.51% | Q1 2026 | Apr 30, 2026 |
| JDM Financial Group LLC | History | Added to | 140,723 | 9,962 | 3.84% | 3.58% | 212 | +7,803 | 5.87% | Q1 2026 | May 20, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 112,270 | 9,958 | 0.01% | 0.01% | 213 | -29,795 | -20.97% | Q1 2026 | Apr 30, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 110,740 | 9,822 | 6.34% | 5.87% | 214 | +6,789 | 6.53% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 109,381 | 9,702 | 0.16% | 0.16% | 215 | +564 | 0.52% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 108,858 | 9,655 | 0.49% | 0.47% | 216 | +4,459 | 4.27% | Q1 2026 | May 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 108,633 | 9,635 | 0.34% | 0.66% | 217 | -107,765 | -49.8% | Q1 2026 | May 11, 2026 |
| University of Illinois Foundation | History | New | 107,990 | 9,578 | 1.97% | — | 218 | +107,990 | New | Q1 2026 | May 13, 2026 |
| Gillson Capital LP | History | New | 107,900 | 9,571 | 0.78% | — | 219 | +107,900 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 107,594 | 9,543 | 0.12% | 0.1% | 220 | +13,029 | 13.78% | Q1 2026 | Apr 28, 2026 |
| Prairiewood Capital, LLC | History | Added to | 107,316 | 9,518 | 2.75% | 2.72% | 221 | +8,416 | 8.51% | Q1 2026 | Apr 16, 2026 |
| New Hampshire Trust | History | Reduced | 106,821 | 9,475 | 1.91% | 2.29% | 222 | -26,050 | -19.61% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 106,527 | 9,448 | 0.17% | 0.17% | 223 | -341 | -0.32% | Q1 2026 | May 07, 2026 |
| Cercano Management LLC | History | New | 106,191 | 9,419 | 0.41% | — | 224 | +106,191 | New | Q1 2026 | May 13, 2026 |
| Ted Buchan & Co | History | Added to | 105,489 | 9,356 | 3.4% | 3.32% | 225 | +3,357 | 3.29% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 103,616 | 9,190 | 0.0% | 0.0% | 226 | +1,361 | 1.33% | Q1 2026 | May 14, 2026 |
| PACK Private Wealth, LLC | History | Added to | 101,903 | 9,038 | 4.15% | 3.96% | 227 | +3,812 | 3.89% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 101,816 | 9,031 | 0.05% | 0.03% | 228 | -2,824 | -2.7% | Q1 2026 | Apr 29, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 101,501 | 9,003 | 1.84% | 1.86% | 229 | +1,411 | 1.41% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 100,988 | 8,957 | 0.12% | 0.12% | 230 | +5,051 | 5.26% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 101,482 | 8,940 | 0.01% | — | 231 | +101,482 | New | Q1 2026 | May 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 100,600 | 8,923 | 1.19% | 1.48% | 232 | -24,632 | -19.67% | Q1 2026 | Apr 09, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 99,406 | 8,817 | 0.93% | 0.19% | 233 | +87,679 | 747.67% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Added to | 99,248 | 8,803 | 0.1% | 0.09% | 234 | +5,814 | 6.22% | Q1 2026 | Apr 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 99,002 | 8,781 | 0.01% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 97,887 | 8,682 | 0.14% | 0.15% | 236 | +8,146 | 9.08% | Q1 2026 | May 18, 2026 |
| Perbak Capital Partners LLP | History | New | 97,504 | 8,648 | 2.13% | — | 237 | +97,504 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Reduced | 97,399 | 8,639 | 1.79% | 1.82% | 238 | -461 | -0.47% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Added to | 97,277 | 8,628 | 0.2% | 0.16% | 239 | +14,463 | 17.46% | Q1 2026 | May 13, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 95,970 | 8,512 | 1.16% | 0.84% | 240 | +32,789 | 51.9% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 95,720 | 8,490 | 0.06% | 0.05% | 241 | +24,000 | 33.46% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 94,672 | 8,398 | 3.59% | 3.54% | 242 | +2,544 | 2.76% | Q1 2026 | May 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 94,533 | 8,385 | 0.13% | 0.14% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Industrial Alliance Investment Management Inc. | History | No change | 94,190 | 8,355 | 4.99% | 4.73% | 244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 93,602 | 8,302 | 0.0% | 0.0% | 245 | +90,822 | 3266.98% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Added to | 93,133 | 8,260 | 4.15% | 3.9% | 246 | +2,898 | 3.21% | Q1 2026 | May 06, 2026 |
| Elm Partners Management LLC | History | Reduced | 93,988 | 8,207 | 0.36% | 0.39% | 247 | -2,035 | -2.12% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 92,164 | 8,174 | 0.5% | 0.5% | 248 | -490 | -0.53% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 91,987 | 8,159 | 0.19% | 0.26% | 249 | -38,675 | -29.6% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 91,492 | 8,115 | 0.12% | 0.13% | 250 | -1,570 | -1.69% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 90,969 | 8,069 | 0.06% | 0.06% | 251 | +938 | 1.04% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 89,308 | 7,921 | 0.04% | 0.04% | 252 | +17,601 | 24.55% | Q1 2026 | May 04, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 82,649 | 7,856 | 5.35% | 6.04% | 253 | -12,107 | -12.78% | Q1 2026 | Apr 28, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 88,439 | 7,844 | 1.08% | 0.9% | 254 | +14,394 | 19.44% | Q1 2026 | May 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 88,250 | 7,827 | 2.5% | 2.47% | 255 | +7,259 | 8.96% | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 86,251 | 7,650 | 0.32% | 0.36% | 256 | -7,338 | -7.84% | Q1 2026 | Apr 30, 2026 |
| BluePrint Investing LLC | History | Reduced | 85,979 | 7,626 | 6.07% | 6.06% | 257 | -111 | -0.13% | Q1 2026 | Apr 22, 2026 |
| Fairway Wealth LLC | History | Reduced | 85,545 | 7,587 | 2.0% | 2.05% | 258 | -126,851 | -59.72% | Q1 2026 | Apr 23, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 85,428 | 7,577 | 1.49% | 1.33% | 259 | +11,442 | 15.47% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 85,279 | 7,564 | 0.16% | 0.16% | 260 | -7,403 | -7.99% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 84,970 | 7,536 | 1.43% | 1.53% | 261 | +278 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 84,590 | 7,530 | 0.13% | 0.14% | 262 | -303 | -0.36% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 84,729 | 7,515 | 1.46% | 1.43% | 263 | +11 | 0.01% | Q1 2026 | Apr 16, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 84,283 | 7,475 | 0.25% | 0.27% | 264 | -10,128 | -10.73% | Q1 2026 | May 15, 2026 |
| David Kennon Inc | History | Added to | 84,232 | 7,471 | 2.68% | 2.59% | 265 | +2,025 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 83,720 | 7,426 | 5.34% | 5.16% | 266 | +7,379 | 9.67% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 83,495 | 7,406 | 0.19% | — | 267 | +83,495 | New | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 83,484 | 7,405 | 0.58% | 0.53% | 268 | +3,525 | 4.41% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | Added to | 83,152 | 7,375 | 0.14% | 0.13% | 269 | +4,566 | 5.81% | Q1 2026 | Apr 10, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 83,000 | 7,362 | 3.19% | 3.29% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 82,450 | 7,313 | 0.19% | 0.19% | 271 | +5,268 | 6.83% | Q1 2026 | May 12, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 82,390 | 7,308 | 1.4% | 1.31% | 272 | +4,247 | 5.43% | Q1 2026 | Apr 09, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 82,284 | 7,298 | 3.15% | 3.02% | 273 | +6,752 | 8.94% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | Added to | 82,125 | 7,284 | 3.0% | 2.74% | 274 | +6,383 | 8.43% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 81,612 | 7,238 | 0.52% | 0.62% | 275 | -26,846 | -24.75% | Q1 2026 | Apr 16, 2026 |
| FIDELIS iM, LLC | History | Reduced | 81,604 | 7,238 | 2.74% | 3.13% | 276 | -9,612 | -10.54% | Q1 2026 | Apr 29, 2026 |
| Campion Asset Management | History | Added to | 81,542 | 7,232 | 4.9% | 4.88% | 277 | +2,098 | 2.64% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 81,509 | 7,229 | 0.03% | 0.03% | 278 | -2,467 | -2.94% | Q1 2026 | May 12, 2026 |
| Drystone LLC | History | Added to | 81,280 | 7,209 | 6.5% | 6.46% | 279 | +47 | 0.06% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 81,141 | 7,197 | 0.01% | 0.01% | 280 | +154 | 0.19% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 80,729 | 7,160 | 0.0% | 0.0% | 281 | +16,586 | 25.86% | Q1 2026 | May 13, 2026 |
| UNITED BANK | History | Added to | 80,710 | 7,158 | 0.92% | 0.91% | 282 | +2,651 | 3.4% | Q1 2026 | May 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 80,342 | 7,126 | 0.5% | 0.49% | 283 | +689 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Ariston Services Group | History | Closed out | 0 | 7,038 | 4.21% | 4.11% | 285 | -79,270 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 79,351 | 7,038 | 0.02% | 0.02% | 284 | +1,775 | 2.29% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 79,064 | 7,012 | 0.01% | 0.02% | 286 | -20,700 | -20.75% | Q1 2026 | May 13, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 78,538 | 6,966 | 1.92% | 1.89% | 287 | +1,975 | 2.58% | Q1 2026 | Apr 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 77,937 | 6,913 | 0.68% | 0.59% | 288 | +9,723 | 14.25% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 76,114 | 6,751 | 2.69% | 2.77% | 289 | -512 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 75,841 | 6,727 | 2.96% | 2.86% | 290 | +6,105 | 8.75% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 74,783 | 6,633 | 0.39% | 0.37% | 291 | +5,036 | 7.22% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 72,507 | 6,431 | 0.08% | 0.08% | 292 | +4,975 | 7.37% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 72,163 | 6,400 | 0.37% | 0.35% | 293 | +5,816 | 8.77% | Q1 2026 | May 14, 2026 |
| American Investment Services, Inc. | History | Added to | 71,349 | 6,328 | 1.41% | 1.45% | 294 | +675 | 0.96% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 71,310 | 6,325 | 0.0% | 0.0% | 295 | +422 | 0.6% | Q1 2026 | May 13, 2026 |
| IFG Advisors, LLC | History | Added to | 71,220 | 6,317 | 1.03% | 0.94% | 296 | +7,426 | 11.64% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 71,225 | 6,317 | 0.85% | 0.85% | 297 | +783 | 1.11% | Q1 2026 | Apr 08, 2026 |
| Latigo Investments, LLC | History | No change | 70,972 | 6,295 | 3.14% | 3.09% | 298 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hardy Reed LLC | History | No change | 70,572 | 6,259 | 0.46% | 0.45% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 70,237 | 6,230 | 0.06% | 0.07% | 300 | +9,282 | 15.23% | Q1 2026 | May 06, 2026 |