VANGUARD SPECIALIZED FUNDS - VNQ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Empower Advisory Group, LLC History No change 17,590,235 1,696,226 4.05% 4.05% 1 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 16,949,846 1,634,473 0.87% 0.87% 2 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 12,196,894 1,176,146 0.69% 0.69% 3 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 10,163,867 980,101 1.88% 1.88% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 9,829,110 947,821 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,292,120 896,039 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 8,598,869 829,188 2.83% 2.83% 7 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 7,569,539 742,950 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 5,030,439 485,085 0.53% 0.53% 9 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 4,918,706 474,310 0.52% 0.52% 10 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 3,989,579 384,715 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 3,430,993 330,850 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 3,358,164 323,827 0.58% 0.58% 13 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 2,439,239 235,215 0.21% 0.21% 14 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 2,331,612 224,837 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 2,286,335 220,471 2.81% 2.81% 16 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 2,222,799 214,389 0.23% 0.23% 17 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,209,295 213,042 0.05% 0.05% 18 0 0.0% Q2 2026 Sep 23, 2026
State of Tennessee, Department of Treasury History No change 2,181,157 210,328 0.62% 0.62% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,977,474 190,687 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 1,754,412 169,177 5.09% 5.09% 21 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 1,644,829 158,610 0.26% 0.26% 22 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 1,609,924 155,244 1.9% 1.9% 23 0 0.0% Q2 2026 Jul 17, 2026
ROYAL BANK OF CANADA History No change 1,591,558 153,474 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,514,609 146,053 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,506,976 145,317 12.71% 12.71% 26 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 1,502,969 144,940 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 14, 2026
Gibson Capital, LLC History No change 1,395,282 134,547 22.07% 22.07% 28 0 0.0% Q2 2026 Aug 13, 2026
Millburn Ridgefield LLC /DE/ History No change 1,378,575 132,935 2.52% 2.52% 29 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 1,378,575 132,935 2.2% 2.2% 30 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 1,351,459 130,321 0.22% 0.22% 31 0 0.0% Q2 2026 Jul 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,300,407 125,399 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,259,888 121,490 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,059,730 102,189 0.08% 0.08% 34 0 0.0% Q2 2026 Sep 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,027,667 99,097 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 937,292 89,808 0.15% 0.15% 36 0 0.0% Q2 2026 Jul 15, 2026
Beacon Capital Management, Inc. History No change 896,485 86,448 5.23% 5.23% 37 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 853,650 83,785 2.75% 2.75% 38 0 0.0% Q2 2026 Jul 21, 2026
Seven Post Investment Office LP History No change 857,363 82,675 23.47% 23.47% 39 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 842,116 81,205 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 831,143 80,147 0.53% 0.53% 41 0 0.0% Q2 2026 Aug 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 781,642 75,373 1.32% 1.32% 42 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 775,853 74,815 0.33% 0.33% 43 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 771,016 74,351 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 741,178 71,471 0.07% 0.07% 45 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 730,166 70,409 0.93% 0.93% 46 0 0.0% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History No change 726,100 70,017 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 719,290 69,361 0.1% 0.1% 48 0 0.0% Q2 2026 Aug 27, 2026
STIFEL FINANCIAL CORP History No change 718,232 69,258 0.06% 0.06% 49 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 710,144 68,503 0.08% 0.08% 50 0 0.0% Q2 2026 Aug 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 671,894 64,790 1.06% 1.06% 51 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 631,341 60,880 0.08% 0.08% 52 0 0.0% Q2 2026 Jul 29, 2026
REBALANCE, LLC History No change 613,696 59,178 3.1% 3.1% 53 0 0.0% Q2 2026 Jul 16, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 584,158 56,324 0.31% 0.31% 54 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 564,978 54,480 0.75% 0.75% 55 0 0.0% Q2 2026 Aug 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 551,941 53,223 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Pennsylvania State University History No change 592,234 53,081 21.09% 22.98% 57 0 0.0% Q3 2026 Oct 02, 2026
STATE STREET CORP History No change 524,486 50,576 0.0% 0.0% 58 0 0.0% Q2 2026 Sep 22, 2026
D. E. Shaw & Co., Inc. History No change 523,931 50,522 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 519,210 50,067 0.08% 0.08% 60 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 492,781 47,518 0.57% 0.57% 61 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 490,211 47,271 0.54% 0.54% 62 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 486,552 46,940 0.14% 0.14% 63 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 479,864 46,273 0.68% 0.68% 64 0 0.0% Q2 2026 Jul 14, 2026
SCS Capital Management LLC History No change 473,126 45,623 0.43% 0.43% 65 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 471,382 45,455 0.17% 0.17% 66 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 470,354 45,356 0.34% 0.34% 67 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 464,333 44,775 2.49% 2.49% 68 0 0.0% Q2 2026 Aug 04, 2026
Falcon Wealth Planning History No change 463,481 44,693 2.82% 2.82% 69 0 0.0% Q2 2026 Jul 13, 2026
M&T BANK CORP History No change 429,929 41,458 0.12% 0.12% 70 0 0.0% Q2 2026 Aug 04, 2026
Nuveen, LLC History No change 427,805 41,253 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 425,480 41,029 0.06% 0.06% 72 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 424,203 40,905 0.51% 0.51% 73 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 414,149 39,936 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 399,883 38,560 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 399,081 38,483 0.2% 0.2% 76 0 0.0% Q2 2026 Aug 14, 2026
Passive Capital Management, LLC. History No change 433,672 38,375 12.0% 12.0% 77 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 392,604 37,859 0.09% 0.09% 78 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 384,757 37,102 0.22% 0.22% 79 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 384,725 37,099 1.66% 1.66% 80 0 0.0% Q2 2026 Jul 31, 2026
St. Louis Trust Co History No change 17,485 36,064 4.12% 4.12% 81 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Wealth History No change 368,036 35,489 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 361,861 34,894 0.34% 0.34% 83 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 357,800 34,502 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Chandler Asset Management, Inc. History No change 352,018 33,945 4.78% 4.78% 85 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 342,483 33,025 0.67% 0.67% 86 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 330,263 31,847 0.1% 0.1% 87 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Financial Management LLC History No change 328,338 31,661 1.04% 1.04% 88 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 318,158 30,679 3.08% 3.08% 89 0 0.0% Q2 2026 Jul 13, 2026
1832 Asset Management L.P. History No change 315,651 30,438 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History No change 312,740 30,157 1.39% 1.39% 91 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 309,861 29,879 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 305,846 29,492 1.63% 1.63% 93 0 0.0% Q2 2026 Jul 21, 2026
FIRST FINANCIAL BANKSHARES INC History No change 302,072 29,128 0.55% 0.55% 94 0 0.0% Q2 2026 Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC History No change 301,372 29,061 0.78% 0.78% 95 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 299,656 28,895 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 295,599 28,504 0.13% 0.13% 97 0 0.0% Q2 2026 Aug 18, 2026
DecisionPoint Financial, LLC History No change 293,151 28,382 5.26% 5.26% 98 0 0.0% Q2 2026 Aug 05, 2026
Kohmann Bosshard Financial Services, LLC History No change 293,410 28,293 2.4% 2.4% 99 0 0.0% Q2 2026 Jul 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 289,502 27,916 4.29% 4.29% 100 0 0.0% Q2 2026 Jul 22, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 283,000 27,289 9.74% 9.74% 101 0 0.0% Q2 2026 Aug 07, 2026
Man Group plc History No change 282,369 27,228 0.04% 0.04% 102 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 280,100 27,010 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 274,051 26,426 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 19, 2026
CITADEL ADVISORS LLC History No change 263,900 25,447 0.0% 0.0% 105 0 0.0% Q2 2026 Sep 02, 2026
FMR LLC History No change 263,601 25,419 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 258,648 24,941 1.29% 1.29% 107 0 0.0% Q2 2026 Jul 08, 2026
Roble, Belko & Company, Inc History No change 257,749 24,855 2.69% 2.69% 108 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 256,816 24,764 1.44% 1.44% 109 0 0.0% Q2 2026 Jul 15, 2026
JMG Financial Group, Ltd. History No change 254,989 24,588 0.59% 0.59% 110 0 0.0% Q2 2026 Jul 31, 2026
Tanglewood Wealth Management, Inc. History No change 254,209 24,513 2.08% 2.08% 111 0 0.0% Q2 2026 Jul 27, 2026
KWMG, LLC History No change 251,953 24,295 1.76% 1.76% 112 0 0.0% Q2 2026 Jul 08, 2026
Whelan Financial History No change 245,744 23,697 6.45% 6.45% 113 0 0.0% Q2 2026 Jul 24, 2026
Rodgers & Associates, LTD History No change 244,354 23,563 2.14% 2.14% 114 0 0.0% Q2 2026 Jul 21, 2026
B & T Capital Management DBA Alpha Capital Management History No change 243,879 23,517 3.05% 3.05% 115 0 0.0% Q2 2026 Aug 07, 2026
Austin Asset Management Co Inc History No change 242,559 23,389 3.26% 3.26% 116 0 0.0% Q2 2026 Jul 31, 2026
TECTONIC ADVISORS LLC History No change 235,265 22,686 1.09% 1.09% 117 0 0.0% Q2 2026 Jul 15, 2026
SWAN Capital LLC History No change 230,437 22,221 7.6% 7.6% 118 0 0.0% Q2 2026 Aug 13, 2026
DEFINE FINANCIAL, LLC History No change 228,368 22,021 10.11% 10.11% 119 0 0.0% Q2 2026 Jul 13, 2026
Wealthspire Advisors, LLC History No change 224,731 21,670 0.12% 0.12% 120 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 222,806 21,485 0.46% 0.46% 121 0 0.0% Q2 2026 Aug 13, 2026
Wrenne Financial Planning LLC History No change 219,084 21,126 7.13% 7.13% 122 0 0.0% Q2 2026 Jul 27, 2026
Fairfield University History No change 217,653 20,988 8.5% 8.5% 123 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 214,880 20,720 0.07% 0.07% 124 0 0.0% Q2 2026 Aug 10, 2026
Omega Financial Group, LLC History No change 208,874 20,141 6.13% 6.13% 125 0 0.0% Q2 2026 Jul 21, 2026
SACHEM HILL LLC History No change 198,214 19,113 3.4% 3.4% 126 0 0.0% Q2 2026 Aug 10, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 197,512 19,046 4.61% 4.61% 127 0 0.0% Q2 2026 Jul 09, 2026
TCV Trust & Wealth Management, Inc. History No change 191,852 18,500 1.4% 1.4% 128 0 0.0% Q2 2026 Jul 24, 2026
Elm Partners Management LLC History No change 191,483 18,464 0.66% 0.66% 129 0 0.0% Q2 2026 Jul 28, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 190,223 18,343 2.33% 2.33% 130 0 0.0% Q2 2026 Aug 25, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 189,599 18,282 6.95% 6.95% 131 0 0.0% Q2 2026 Jul 30, 2026
Carrera Capital Advisors History No change 189,317 18,255 2.71% 2.71% 132 0 0.0% Q2 2026 Aug 03, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 186,503 17,984 2.83% 2.83% 133 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 186,201 17,955 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 184,011 17,677 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 13, 2026
Conservest Capital Advisors, Inc. History No change 182,572 17,605 1.4% 1.4% 136 0 0.0% Q2 2026 Jul 22, 2026
Lido Advisors, LLC History No change 182,318 17,580 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 182,060 17,556 0.19% 0.19% 138 0 0.0% Q2 2026 Aug 04, 2026
Firestone Capital Management History No change 180,112 17,368 3.23% 3.23% 139 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 177,418 17,108 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 07, 2026
AA Financial Advisors, LLC History No change 175,093 16,884 2.03% 2.03% 141 0 0.0% Q2 2026 Jul 17, 2026
Trilogy Capital Inc. History No change 174,951 16,870 0.65% 0.65% 142 0 0.0% Q2 2026 Jul 02, 2026
West Financial Advisors, LLC History No change 174,613 16,837 2.56% 2.56% 143 0 0.0% Q2 2026 Jul 08, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 174,467 16,823 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 173,367 16,717 0.78% 0.78% 145 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 172,137 16,601 0.13% 0.13% 146 0 0.0% Q2 2026 Jul 17, 2026
Rockwood Wealth Management, LLC History No change 171,815 16,568 1.05% 1.05% 147 0 0.0% Q2 2026 Jul 13, 2026
Avior Wealth Management, LLC History No change 170,953 16,475 0.43% 0.43% 148 0 0.0% Q2 2026 Jul 07, 2026
COMMERCE BANK History No change 168,401 16,238 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 12, 2026
ACT WEALTH MANAGEMENT, LLC History No change 167,524 16,154 4.75% 4.75% 150 0 0.0% Q2 2026 Jul 07, 2026
Fort Henry Capital, LLC History No change 166,661 16,071 8.85% 8.85% 151 0 0.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History No change 163,496 15,765 1.27% 1.27% 152 0 0.0% Q2 2026 Jul 14, 2026
Partners in Financial Planning History No change 161,235 15,551 2.36% 2.36% 153 0 0.0% Q2 2026 Aug 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 160,000 15,428 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 159,738 15,403 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
University of Illinois Foundation History No change 159,230 15,354 2.74% 2.74% 156 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 156,168 15,059 0.16% 0.16% 157 0 0.0% Q2 2026 Aug 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 155,978 15,040 5.27% 5.27% 158 0 0.0% Q2 2026 Jul 22, 2026
BCR Wealth Strategies, LLC History No change 155,236 14,969 4.21% 4.21% 159 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Investment Partners, Inc. History No change 154,317 14,880 0.4% 0.4% 160 0 0.0% Q2 2026 Aug 13, 2026
Navalign, LLC History No change 153,717 14,822 3.45% 3.45% 161 0 0.0% Q2 2026 Jul 27, 2026
Allodium Investment Consultants, LLC History No change 153,716 14,822 6.29% 6.29% 162 0 0.0% Q2 2026 Jul 14, 2026
Ashton Thomas Private Wealth, LLC History No change 153,632 14,814 0.31% 0.31% 163 0 0.0% Q2 2026 Jul 29, 2026
TFO Wealth Partners, LLC History No change 148,271 14,297 1.56% 1.56% 164 0 0.0% Q2 2026 Aug 10, 2026
GenTrust, LLC History No change 146,619 14,138 0.54% 0.54% 165 0 0.0% Q2 2026 Aug 06, 2026
Cordant, Inc. History No change 145,779 14,057 5.06% 5.06% 166 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Asset Management, LLC History No change 145,492 14,041 1.35% 1.35% 167 0 0.0% Q2 2026 Aug 11, 2026
Somnio Financial Group, LLC History No change 144,002 13,886 8.23% 8.23% 168 0 0.0% Q2 2026 Jul 06, 2026
Plancorp, LLC History No change 141,551 13,847 0.34% 0.34% 169 0 0.0% Q2 2026 Jul 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 143,539 13,841 0.49% 0.49% 170 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 141,261 13,621 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 152,846 13,557 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History No change 139,298 13,432 2.98% 2.98% 173 0 0.0% Q2 2026 Aug 11, 2026
Magnolia Wealth Management, LLC History No change 136,305 13,143 6.88% 6.88% 174 0 0.0% Q2 2026 Jul 14, 2026
Lighthouse Investment Partners, LLC History No change 136,000 13,114 0.36% 0.36% 175 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 133,600 12,883 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 03, 2026
Grey Fox Wealth Advisors, LLC History No change 132,329 12,760 2.0% 2.0% 177 0 0.0% Q2 2026 Jul 17, 2026
BLAIR WILLIAM & CO/IL History No change 131,992 12,728 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 131,842 12,713 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 14, 2026
Hurlow Wealth Management Group, Inc. History No change 130,770 12,610 2.62% 2.62% 180 0 0.0% Q2 2026 Aug 05, 2026
Hudson Bay Capital Management LP History No change 130,000 12,535 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 129,993 12,535 1.09% 1.09% 182 0 0.0% Q2 2026 Jul 21, 2026
Adaptive Financial Consulting, LLC History No change 129,548 12,492 4.38% 4.38% 183 0 0.0% Q2 2026 Aug 07, 2026
Galvin, Gaustad & Stein, LLC History No change 125,384 12,090 0.89% 0.89% 184 0 0.0% Q2 2026 Jul 29, 2026
FC Advisory LLC History Added to 134,870 12,088 3.17% 3.27% 185 +6,716 5.24% Q3 2026 Oct 05, 2026
Krane Financial Solutions LLC History No change 124,803 12,034 7.41% 7.41% 186 0 0.0% Q2 2026 Aug 12, 2026
NWAM LLC History No change 123,491 11,908 0.6% 0.6% 187 0 0.0% Q2 2026 Jul 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 123,030 11,863 0.92% 0.92% 188 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 121,596 11,725 1.55% 1.55% 189 0 0.0% Q2 2026 Jul 09, 2026
Archvest Wealth Advisors, Inc. History No change 121,526 11,718 6.78% 6.78% 190 0 0.0% Q2 2026 Jul 27, 2026
Asset Management One Co., Ltd. History No change 121,180 11,685 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 28, 2026
Flagstone Financial Management History No change 120,870 11,655 2.61% 2.61% 192 0 0.0% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History No change 120,377 11,607 0.01% 0.01% 193 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 119,408 11,514 0.13% 0.13% 194 0 0.0% Q2 2026 Aug 12, 2026
Johnson Financial Group, Inc. History No change 117,946 11,373 0.37% 0.37% 195 0 0.0% Q2 2026 Aug 10, 2026
Riverpoint Wealth Management Holdings, LLC History No change 116,267 11,211 2.06% 2.06% 196 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Financial Partners History No change 116,270 11,211 4.63% 4.63% 197 0 0.0% Q2 2026 Aug 13, 2026
ATMOS ADVISORY, LLC History No change 115,960 11,182 5.84% 5.84% 198 0 0.0% Q2 2026 Jul 02, 2026
Strategic Wealth Investment Group, LLC History No change 115,029 11,092 1.34% 1.34% 199 0 0.0% Q2 2026 Aug 04, 2026
JDM Financial Group LLC History No change 163,751 10,986 3.75% 3.75% 200 0 0.0% Q2 2026 Aug 17, 2026
Omnia Family Wealth, LLC History No change 113,260 10,921 2.93% 2.93% 201 0 0.0% Q2 2026 Jul 09, 2026
Horizons Wealth Management History New 121,841 10,920 6.81% — 202 +121,841 New Q3 2026 Oct 05, 2026
Modera Wealth Management, LLC History No change 112,522 10,850 0.12% 0.12% 203 0 0.0% Q2 2026 Aug 03, 2026
Advisory Solutions Group, LLC History No change 112,305 10,829 3.67% 3.67% 204 0 0.0% Q2 2026 Jul 29, 2026
Bear Mountain Capital, Inc. History No change 110,199 10,752 3.11% 3.11% 205 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 111,254 10,728 0.21% 0.21% 206 0 0.0% Q2 2026 Aug 14, 2026
Prairiewood Capital, LLC History No change 111,195 10,722 2.78% 2.78% 207 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 110,974 10,701 0.12% 0.12% 208 0 0.0% Q2 2026 Jul 29, 2026
Twin Tree Management, LP History No change 110,100 10,616 0.2% 0.2% 209 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 109,713 10,579 0.15% 0.15% 210 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 108,862 10,497 0.88% 0.88% 211 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 108,533 10,465 0.12% 0.12% 212 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 108,437 10,456 0.16% 0.16% 213 0 0.0% Q2 2026 Aug 05, 2026
Envestnet Portfolio Solutions, Inc. History No change 108,270 10,439 0.05% 0.05% 214 0 0.0% Q2 2026 Sep 23, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 108,242 10,437 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 30, 2026
Krilogy Financial LLC History No change 107,825 10,397 0.31% 0.31% 216 0 0.0% Q2 2026 Jul 27, 2026
MOLLER WEALTH PARTNERS History No change 107,370 10,353 1.87% 1.87% 217 0 0.0% Q2 2026 Jul 15, 2026
Checchi Capital Advisers, LLC History No change 107,222 10,339 0.47% 0.47% 218 0 0.0% Q2 2026 Aug 04, 2026
Markowski Investments History No change 107,210 10,338 2.28% 2.28% 219 0 0.0% Q2 2026 Aug 13, 2026
Ted Buchan & Co History No change 107,090 10,326 3.38% 3.38% 220 0 0.0% Q2 2026 Jul 23, 2026
AWM CAPITAL, LLC History No change 105,517 10,175 0.81% 0.81% 221 0 0.0% Q2 2026 Jul 31, 2026
Daiwa Securities Group Inc. History No change 105,100 10,134 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 31, 2026
Brookstone Capital Management History No change 104,079 10,036 0.1% 0.1% 223 0 0.0% Q2 2026 Jul 15, 2026
Sequoia Financial Advisors, LLC History No change 103,610 9,991 0.05% 0.05% 224 0 0.0% Q2 2026 Jul 17, 2026
Weiss Asset Management LP History No change 103,000 9,932 0.1% 0.1% 225 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 102,779 9,910 0.14% 0.14% 226 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 102,381 9,872 0.31% 0.31% 227 0 0.0% Q2 2026 Aug 04, 2026
Peterson Wealth Advisors, LLC History No change 101,806 9,817 1.16% 1.16% 228 0 0.0% Q2 2026 Aug 10, 2026
Keudell/Morrison Wealth Management History No change 101,570 9,794 1.85% 1.85% 229 0 0.0% Q2 2026 Jul 15, 2026
PACK Private Wealth, LLC History No change 100,455 9,686 4.01% 4.01% 230 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 99,833 9,626 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 99,373 9,582 1.79% 1.79% 232 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 99,002 9,546 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 98,701 9,517 0.06% 0.06% 234 0 0.0% Q2 2026 Aug 14, 2026
Gray Private Wealth, LLC History No change 98,520 9,500 4.11% 4.11% 235 0 0.0% Q2 2026 Jul 24, 2026
Callan Family Office, LLC History No change 97,711 9,422 0.18% 0.18% 236 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Management, Inc./Texas History No change 95,612 9,220 3.55% 3.55% 237 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 95,604 9,219 1.72% 1.72% 238 0 0.0% Q2 2026 Jul 31, 2026
NORTHERN TRUST CORP History No change 95,452 9,204 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 94,533 9,115 0.13% 0.13% 240 0 0.0% Q2 2026 Aug 14, 2026
Industrial Alliance Investment Management Inc. History No change 94,190 9,083 4.28% 4.28% 241 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 93,823 9,047 0.11% 0.11% 242 0 0.0% Q2 2026 Jul 20, 2026
Vertex Investment Solutions Co., Ltd. History No change 91,736 9,003 6.07% 6.07% 243 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 90,487 8,927 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 92,135 8,884 0.13% 0.13% 245 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 91,976 8,869 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 91,867 8,858 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Advisors Inc. History No change 90,075 8,685 1.49% 1.49% 248 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 89,724 8,652 0.06% 0.06% 249 0 0.0% Q2 2026 Aug 14, 2026
Marathon Strategic Advisors, LLC History No change 89,500 8,630 4.87% 4.87% 250 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 89,198 8,601 0.09% 0.09% 251 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 89,094 8,591 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 89,025 8,584 0.1% 0.1% 253 0 0.0% Q2 2026 Aug 04, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 88,993 8,581 0.47% 0.47% 254 0 0.0% Q2 2026 Aug 10, 2026
Americana Partners, LLC History No change 88,379 8,522 0.19% 0.19% 255 0 0.0% Q2 2026 Aug 05, 2026
Rakuten Investment Management, Inc. History No change 86,124 8,453 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 17, 2026
Private Advisor Group, LLC History No change 87,314 8,419 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 86,581 8,349 0.17% 0.17% 258 0 0.0% Q2 2026 Jul 30, 2026
Fonville Wealth Management LLC History No change 86,280 8,319 1.36% 1.36% 259 0 0.0% Q2 2026 Jul 28, 2026
Silver Coast Investments LLC History No change 86,197 8,312 2.47% 2.47% 260 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 85,799 8,273 3.0% 3.0% 261 0 0.0% Q2 2026 Aug 10, 2026
Tide Cove Capital Partners LLC History No change 83,481 8,257 5.34% 5.34% 262 0 0.0% Q2 2026 Aug 07, 2026
Moran Wealth Management, LLC History No change 84,968 8,193 0.22% 0.22% 263 0 0.0% Q2 2026 Aug 05, 2026
UNITED BANK History No change 84,748 8,172 0.96% 0.96% 264 0 0.0% Q2 2026 Jul 30, 2026
Financial Advisors Network, Inc. History No change 84,755 8,172 1.0% 1.0% 265 0 0.0% Q2 2026 Aug 14, 2026
BluePrint Investing LLC History No change 84,499 8,148 6.09% 6.09% 266 0 0.0% Q2 2026 Jul 17, 2026
KCM INVESTMENT ADVISORS LLC History No change 84,422 8,140 0.24% 0.24% 267 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 84,289 8,127 0.57% 0.57% 268 0 0.0% Q2 2026 Jul 07, 2026
COUNTRY TRUST BANK History No change 84,205 8,119 0.14% 0.14% 269 0 0.0% Q2 2026 Jul 15, 2026
David Kennon Inc History No change 84,031 8,103 2.68% 2.68% 270 0 0.0% Q2 2026 Jul 22, 2026
Fairway Wealth LLC History No change 83,601 8,061 1.84% 1.84% 271 0 0.0% Q2 2026 Jul 24, 2026
Campion Asset Management History No change 83,062 8,009 4.89% 4.89% 272 0 0.0% Q2 2026 Jul 28, 2026
Silver Oak Advisory Group, Inc. History No change 83,058 8,009 3.16% 3.16% 273 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 82,417 7,947 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 82,063 7,913 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 05, 2026
WestHill Financial Advisors, Inc. History No change 82,017 7,908 1.35% 1.35% 276 0 0.0% Q2 2026 Jul 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 81,206 7,830 0.51% 0.51% 277 0 0.0% Q2 2026 Jul 28, 2026
Connecticut Wealth Management, LLC History No change 81,166 7,826 0.29% 0.29% 278 0 0.0% Q2 2026 Jul 29, 2026
Financial Futures Ltd Liability Co. History No change 80,451 7,757 2.95% 2.95% 279 0 0.0% Q2 2026 Jul 27, 2026
SG Americas Securities, LLC History No change 80,391 7,752 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 07, 2026
Drystone LLC History No change 79,918 7,706 6.34% 6.34% 281 0 0.0% Q2 2026 Jul 24, 2026
Ariston Services Group History No change 79,763 7,691 4.24% 4.24% 282 0 0.0% Q2 2026 Jul 27, 2026
Amicus Financial Advisors, LLC History No change 77,523 7,475 1.84% 1.84% 283 0 0.0% Q2 2026 Jul 20, 2026
Verdence Capital Advisors LLC History No change 77,202 7,444 0.39% 0.39% 284 0 0.0% Q2 2026 Jul 29, 2026
Regal Investment Advisors LLC History No change 75,666 7,296 0.38% 0.38% 285 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 74,680 7,201 0.05% 0.05% 286 0 0.0% Q2 2026 Sep 08, 2026
Clearstead Advisors, LLC History No change 72,915 7,031 0.07% 0.07% 287 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 72,802 7,020 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History No change 72,654 7,006 0.45% 0.45% 289 0 0.0% Q2 2026 Jul 08, 2026
Aletheian Wealth Advisors LLC History No change 72,104 6,953 2.97% 2.97% 290 0 0.0% Q2 2026 Jul 08, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 71,809 6,924 2.47% 2.47% 291 0 0.0% Q2 2026 Jul 23, 2026
American Investment Services, Inc. History No change 71,580 6,902 1.46% 1.46% 292 0 0.0% Q2 2026 Aug 12, 2026
Peak Retirement Planning, Inc. History No change 71,525 6,897 1.09% 1.09% 293 0 0.0% Q2 2026 Aug 10, 2026
Proficio Capital Partners LLC History No change 71,310 6,876 0.25% 0.25% 294 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 71,291 6,874 0.18% 0.18% 295 0 0.0% Q2 2026 Jul 31, 2026
PATTON FUND MANAGEMENT, INC. History No change 71,281 6,873 1.49% 1.49% 296 0 0.0% Q2 2026 Jul 13, 2026
United Financial Planning Group LLC History No change 71,064 6,856 3.48% 3.48% 297 0 0.0% Q2 2026 Aug 06, 2026
Latigo Investments, LLC History No change 70,972 6,843 3.05% 3.05% 298 0 0.0% Q2 2026 Aug 06, 2026
Hardy Reed LLC History No change 70,572 6,805 0.44% 0.44% 299 0 0.0% Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 70,347 6,783 0.08% 0.08% 300 0 0.0% Q2 2026 Aug 13, 2026