VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VNQI
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.
Details.
Showing first 300 of
418 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 14,572,465 | 647,746 | 1.68% | 1.75% | 1 | +414,047 | 2.92% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,057,938 | 224,825 | 0.03% | 0.04% | 2 | -154,525 | -2.96% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,580,995 | 70,275 | 0.98% | 0.98% | 3 | +66,273 | 4.38% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 869,931 | 38,668 | 0.01% | 0.0% | 4 | +666,077 | 326.74% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 792,533 | 35,228 | 0.0% | 0.0% | 5 | -21,684 | -2.66% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 773,018 | 34,360 | 0.07% | 0.17% | 6 | -1,056,165 | -57.74% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 765,761 | 34,038 | 0.02% | 0.02% | 7 | +24,955 | 3.37% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 752,462 | 33,311 | 0.2% | 0.25% | 8 | -160,029 | -17.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 736,479 | 32,736 | 0.0% | 0.0% | 9 | +9,075 | 1.25% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 612,612 | 27,230 | 0.02% | 0.03% | 10 | -104,409 | -14.56% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 613,384 | 27,208 | 0.04% | 0.04% | 11 | -46,579 | -7.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 601,330 | 26,729 | 0.01% | 0.0% | 12 | +519,307 | 633.12% | Q1 2026 | May 14, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 482,983 | 21,468 | 4.24% | 4.31% | 13 | +34,438 | 7.68% | Q1 2026 | Apr 14, 2026 |
| M&T BANK CORP | History | Reduced | 455,647 | 20,253 | 0.07% | 0.08% | 14 | -69,008 | -13.15% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 453,233 | 20,146 | 0.35% | 0.34% | 15 | +34,852 | 8.33% | Q1 2026 | May 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 432,930 | 19,243 | 0.67% | 0.6% | 16 | +49,600 | 12.94% | Q1 2026 | May 11, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 425,055 | 18,893 | 2.87% | 2.01% | 17 | +148,295 | 53.58% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 258,210 | 11,477 | 0.02% | 0.02% | 18 | -8,653 | -3.24% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 252,806 | 11,237 | 0.36% | — | 19 | +252,806 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 246,755 | 10,968 | 0.0% | 0.01% | 20 | -825,255 | -76.98% | Q1 2026 | May 12, 2026 |
| Payne Capital Management, LLC | History | Added to | 227,400 | 10,107 | 3.06% | 3.15% | 21 | +9,497 | 4.36% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 169,908 | 10,047 | 0.06% | 0.05% | 22 | +13,301 | 8.49% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 224,661 | 9,986 | 0.0% | 0.0% | 23 | +171,104 | 319.48% | Q1 2026 | May 05, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 220,535 | 9,802 | 0.7% | 0.78% | 24 | -7,480 | -3.28% | Q1 2026 | Apr 29, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 209,001 | 9,290 | 0.26% | 0.27% | 25 | +2,299 | 1.11% | Q1 2026 | May 07, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 204,728 | 9,100 | 1.96% | 1.73% | 26 | +31,305 | 18.05% | Q1 2026 | Apr 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 193,570 | 8,604 | 0.27% | 0.21% | 27 | +48,356 | 33.3% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 191,642 | 8,518 | 0.0% | 0.0% | 28 | +186,142 | 3384.4% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 188,944 | 8,398 | 0.0% | 0.0% | 29 | -184,333 | -49.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 174,157 | 7,741 | 0.0% | 0.0% | 30 | -2,458 | -1.39% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 165,618 | 7,361 | 0.0% | 0.0% | 31 | +26,213 | 18.8% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | Added to | 160,628 | 7,139 | 0.14% | 0.13% | 32 | +2,810 | 1.78% | Q1 2026 | Apr 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 160,127 | 7,117 | 0.33% | 0.35% | 33 | -169 | -0.11% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 153,838 | 6,838 | 0.37% | 0.36% | 34 | +2,305 | 1.52% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 145,258 | 6,456 | 0.01% | 0.01% | 35 | +4,840 | 3.45% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 148,310 | 6,426 | 0.0% | 0.0% | 36 | -105,394 | -41.54% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 143,800 | 6,391 | 0.02% | 0.02% | 37 | +20,076 | 16.23% | Q1 2026 | May 14, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 129,332 | 5,748 | 4.13% | 4.36% | 38 | +4,692 | 3.76% | Q1 2026 | Apr 15, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 126,340 | 5,615 | 0.02% | 0.02% | 39 | +5,600 | 4.64% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 126,240 | 5,611 | 0.0% | 0.0% | 41 | +6,807 | 5.7% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 126,239 | 5,611 | 0.0% | 0.0% | 40 | -2,197 | -1.71% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 123,963 | 5,510 | 0.16% | 0.17% | 42 | +6,967 | 5.95% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 118,868 | 5,283 | 0.0% | 0.0% | 43 | +28,486 | 31.52% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Reduced | 118,207 | 5,254 | 2.01% | 2.27% | 44 | -3,499 | -2.87% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 115,993 | 5,155 | 0.01% | 0.01% | 45 | -6,102 | -5.0% | Q1 2026 | May 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 115,371 | 5,128 | 1.3% | 1.43% | 46 | +6,439 | 5.91% | Q1 2026 | Apr 16, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 110,680 | 4,919 | 1.36% | 1.42% | 47 | -348 | -0.31% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 110,515 | 4,912 | 0.01% | 0.01% | 48 | +4,598 | 4.34% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 105,833 | 4,704 | 0.0% | 0.0% | 49 | -6,793 | -6.03% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Added to | 104,431 | 4,641 | 2.5% | 2.64% | 50 | +5,261 | 5.31% | Q1 2026 | May 01, 2026 |
| Marotta Asset Management | History | Added to | 103,212 | 4,639 | 0.85% | 0.84% | 51 | +4,375 | 4.43% | Q1 2026 | Apr 27, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 103,030 | 4,579 | 2.7% | 2.97% | 52 | -3,379 | -3.18% | Q1 2026 | Apr 16, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 101,701 | 4,520 | 0.62% | 0.6% | 53 | +8,971 | 9.67% | Q1 2026 | Apr 14, 2026 |
| Heartland Bank & Trust Co | History | New | 97,349 | 4,327 | 0.98% | — | 54 | +97,349 | New | Q1 2026 | May 06, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 95,253 | 4,233 | 0.43% | 0.43% | 55 | -281 | -0.29% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 90,183 | 4,008 | 0.01% | 0.01% | 56 | +11,817 | 15.08% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 84,789 | 3,768 | 2.47% | 2.62% | 57 | +1,942 | 2.34% | Q1 2026 | Apr 23, 2026 |
| BluePrint Investing LLC | History | Reduced | 84,033 | 3,735 | 2.97% | 3.15% | 58 | -2,199 | -2.55% | Q1 2026 | Apr 22, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 82,029 | 3,646 | 0.95% | 0.96% | 59 | +605 | 0.74% | Q1 2026 | Apr 15, 2026 |
| LPWM LLC | History | Reduced | 80,514 | 3,578 | 0.9% | 1.07% | 60 | -11,658 | -12.65% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 78,431 | 3,486 | 0.04% | 0.05% | 61 | -4,287 | -5.18% | Q1 2026 | May 08, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 77,462 | 3,443 | 0.31% | 0.34% | 62 | -3,757 | -4.63% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,447 | 3,436 | 0.03% | 0.01% | 63 | +52,158 | 214.74% | Q1 2026 | Apr 07, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 72,782 | 3,336 | 1.13% | 1.13% | 64 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Old Port Advisors | History | Added to | 73,779 | 3,279 | 0.75% | 0.67% | 65 | +13,789 | 22.99% | Q1 2026 | Apr 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 71,256 | 3,167 | 1.24% | 1.3% | 66 | +1,714 | 2.46% | Q1 2026 | May 14, 2026 |
| Prairiewood Capital, LLC | History | Added to | 70,861 | 3,149 | 0.91% | 0.94% | 67 | +5,124 | 7.79% | Q1 2026 | Apr 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 70,386 | 3,128 | 0.06% | 0.06% | 68 | +238 | 0.34% | Q1 2026 | May 15, 2026 |
| Obsido Oy | History | Added to | 69,011 | 3,067 | 1.86% | 1.76% | 69 | +6,574 | 10.53% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 67,130 | 2,984 | 0.7% | 0.75% | 70 | +816 | 1.23% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 66,977 | 2,977 | 0.03% | — | 71 | +66,977 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 66,518 | 2,956 | 2.37% | 2.51% | 72 | +2,589 | 4.05% | Q1 2026 | May 01, 2026 |
| Factor Wealth Management LTD | History | Added to | 65,155 | 2,896 | 0.54% | 0.33% | 73 | +32,263 | 98.09% | Q1 2026 | Apr 20, 2026 |
| Disciplined Investments, LLC | History | Added to | 62,413 | 2,774 | 1.0% | 1.1% | 74 | +63 | 0.1% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 61,018 | 2,712 | 0.0% | 0.0% | 75 | +17,344 | 39.71% | Q1 2026 | May 13, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 60,252 | 2,678 | 1.31% | — | 76 | +60,252 | New | Q1 2026 | Apr 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 58,376 | 2,594 | 0.22% | 0.24% | 77 | -4,252 | -6.79% | Q1 2026 | May 15, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 55,865 | 2,483 | 1.38% | 1.83% | 78 | +2,241 | 4.18% | Q1 2026 | May 11, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 51,079 | 2,446 | 0.74% | 0.76% | 79 | +1,493 | 3.01% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 53,793 | 2,390 | 0.32% | 0.34% | 80 | +392 | 0.73% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 52,980 | 2,354 | 0.0% | 0.0% | 81 | -2,399 | -4.33% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | New | 52,713 | 2,343 | 0.23% | — | 82 | +52,713 | New | Q1 2026 | May 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 50,192 | 2,231 | 0.02% | — | 83 | +50,192 | New | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 50,000 | 2,222 | 0.0% | 0.0% | 84 | +20,000 | 66.67% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 49,968 | 2,221 | 0.01% | 0.01% | 85 | +600 | 1.22% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 48,024 | 2,134 | 0.54% | 0.56% | 86 | +906 | 1.92% | Q1 2026 | Apr 10, 2026 |
| Greenspring Advisors, LLC | History | Added to | 45,193 | 2,008 | 0.12% | 0.12% | 87 | +3,188 | 7.59% | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 44,381 | 1,972 | 0.02% | 0.01% | 88 | -168 | -0.38% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 44,054 | 1,958 | 0.01% | 0.01% | 89 | -522 | -1.17% | Q1 2026 | Apr 29, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 41,799 | 1,857 | 1.64% | 1.13% | 90 | +7,877 | 23.22% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 41,146 | 1,828 | 0.04% | 0.04% | 91 | +1,975 | 5.04% | Q1 2026 | May 13, 2026 |
| Haven Private, LLC | History | Added to | 40,546 | 1,802 | 0.78% | 0.74% | 92 | +3,466 | 9.35% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 40,018 | 1,778 | 0.05% | 0.05% | 93 | -1,354 | -3.27% | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | No change | 40,022 | 1,778 | 0.18% | 0.17% | 94 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 38,702 | 1,720 | 0.48% | 0.4% | 95 | +3,581 | 10.2% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,464 | 1,709 | 0.0% | 0.0% | 96 | +3,065 | 8.66% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 38,198 | 1,697 | 0.14% | 0.17% | 97 | -6,832 | -15.17% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | No change | 37,055 | 1,647 | 0.22% | 0.24% | 98 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Added to | 37,037 | 1,646 | 0.06% | 0.02% | 99 | +27,240 | 278.04% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 36,435 | 1,619 | 0.31% | 0.32% | 100 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 35,277 | 1,568 | 0.63% | 0.7% | 101 | -2,346 | -6.24% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,426 | 1,530 | 0.01% | 0.0% | 102 | +29,528 | 602.86% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 33,900 | 1,506 | 0.02% | 0.02% | 103 | +136 | 0.4% | Q1 2026 | May 05, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 33,588 | 1,493 | 0.43% | 0.42% | 104 | +2,030 | 6.43% | Q1 2026 | Apr 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 33,411 | 1,485 | 0.02% | 0.02% | 105 | -5,426 | -13.97% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 32,276 | 1,479 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Urban Financial Advisory Corp | History | Added to | 33,167 | 1,474 | 0.52% | 0.58% | 107 | +806 | 2.49% | Q1 2026 | May 08, 2026 |
| Verde Capital Management | History | Added to | 33,142 | 1,473 | 0.31% | 0.32% | 108 | +622 | 1.91% | Q1 2026 | Apr 17, 2026 |
| Vanguard National Trust Co | History | New | 32,681 | 1,452 | 0.09% | — | 109 | +32,681 | New | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 32,463 | 1,442 | 0.0% | 0.0% | 110 | -8,205 | -20.18% | Q1 2026 | May 05, 2026 |
| Sincerus Advisory, LLC | History | Added to | 32,160 | 1,429 | 1.08% | 1.05% | 111 | +3,679 | 12.92% | Q1 2026 | Apr 06, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 31,771 | 1,412 | 0.64% | 0.66% | 112 | +2,959 | 10.27% | Q1 2026 | Apr 20, 2026 |
| Ariadne Wealth Management, LP | History | No change | 31,128 | 1,383 | 0.62% | 0.65% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Reduced | 29,732 | 1,320 | 0.22% | 0.23% | 114 | -244 | -0.81% | Q1 2026 | May 11, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 29,230 | 1,299 | 0.57% | 0.68% | 115 | -3,099 | -9.59% | Q1 2026 | May 08, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 28,370 | 1,261 | 0.23% | 0.24% | 116 | -200 | -0.7% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 28,330 | 1,259 | 0.0% | 0.0% | 117 | +16,894 | 147.73% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,128 | 1,250 | 0.0% | 0.0% | 118 | +2,953 | 11.73% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 28,136 | 1,250 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 27,313 | 1,214 | 0.69% | 0.78% | 120 | +262 | 0.97% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 27,193 | 1,208 | 0.07% | 0.07% | 121 | +862 | 3.27% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,835 | 1,202 | 0.0% | 0.0% | 122 | -15,232 | -36.21% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Reduced | 26,443 | 1,175 | 0.01% | 0.01% | 123 | -472 | -1.75% | Q1 2026 | May 04, 2026 |
| Addison Capital Co | History | New | 26,156 | 1,162 | 0.21% | — | 124 | +26,156 | New | Q1 2026 | Apr 29, 2026 |
| Empowered Funds, LLC | History | New | 25,434 | 1,130 | 0.01% | — | 126 | +25,434 | New | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 25,434 | 1,130 | 0.06% | 0.07% | 125 | +434 | 1.74% | Q1 2026 | May 14, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 25,058 | 1,113 | 0.37% | 0.43% | 127 | -4,007 | -13.79% | Q1 2026 | May 06, 2026 |
| Breakwater Investment Management | History | Added to | 25,001 | 1,111 | 0.41% | 0.41% | 128 | +73 | 0.29% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Added to | 24,350 | 1,082 | 0.59% | 0.64% | 129 | +90 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,197 | 1,076 | 0.0% | 0.0% | 130 | -1,947 | -7.45% | Q1 2026 | Apr 30, 2026 |
| Unison Advisors LLC | History | Reduced | 24,054 | 1,069 | 0.08% | 0.1% | 131 | -1,881 | -7.25% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | New | 23,836 | 1,059 | 0.01% | — | 132 | +23,836 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,985 | 1,021 | 0.0% | 0.0% | 133 | -789 | -3.32% | Q1 2026 | May 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 22,558 | 1,002 | 0.87% | 0.87% | 134 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Montecito Bank & Trust | History | New | 20,635 | 917 | 0.15% | — | 135 | +20,635 | New | Q1 2026 | Apr 16, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 19,505 | 866 | 0.68% | 0.71% | 136 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 18,423 | 844 | 0.23% | 0.23% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,876 | 839 | 0.0% | 0.0% | 138 | +4,733 | 33.47% | Q1 2026 | May 15, 2026 |
| Slow Capital, Inc. | History | Added to | 18,843 | 837 | 0.11% | 0.1% | 140 | +995 | 5.57% | Q1 2026 | Apr 24, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 18,850 | 837 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jacobs Equity LLC | History | Added to | 18,548 | 824 | 0.74% | 0.8% | 141 | +348 | 1.91% | Q1 2026 | May 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | New | 18,425 | 819 | 0.08% | — | 142 | +18,425 | New | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 17,436 | 775 | 0.04% | 0.03% | 143 | +2,228 | 14.65% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,445 | 775 | 0.03% | 0.03% | 144 | +138 | 0.8% | Q1 2026 | Apr 07, 2026 |
| Mount Lucas Management LP | History | Reduced | 16,921 | 752 | 0.28% | 0.59% | 145 | -15,371 | -47.6% | Q1 2026 | May 05, 2026 |
| Total Wealth Planning, LLC | History | No change | 16,094 | 737 | 1.58% | 1.58% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizons Wealth Management | History | Added to | 16,389 | 728 | 0.48% | 0.46% | 147 | +1,071 | 6.99% | Q1 2026 | Apr 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,139 | 717 | 0.0% | 0.0% | 148 | +5,793 | 55.99% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 15,670 | 696 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 15,335 | 681 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 15,032 | 668 | 0.01% | 0.0% | 151 | +3,604 | 31.54% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,264 | 634 | 0.01% | 0.01% | 152 | +2,559 | 21.86% | Q1 2026 | May 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 14,252 | 633 | 0.0% | — | 153 | +14,252 | New | Q1 2026 | May 15, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 13,923 | 618 | 0.06% | 0.07% | 154 | +1,444 | 11.57% | Q1 2026 | May 14, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 12,890 | 615 | 0.23% | 0.21% | 155 | +2,193 | 20.5% | Q1 2026 | May 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 13,396 | 595 | 0.03% | 0.03% | 156 | +20 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Yoffe Investment Management, LLC | History | No change | 13,372 | 594 | 0.76% | 0.78% | 157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 12,632 | 591 | 0.02% | 0.01% | 158 | +6,272 | 98.62% | Q1 2026 | Apr 09, 2026 |
| Clear Point Advisors Inc. | History | New | 9,827 | 585 | 0.45% | — | 159 | +9,827 | New | Q1 2026 | Apr 28, 2026 |
| Ellevest, Inc. | History | Reduced | 12,725 | 565 | 0.08% | 0.08% | 160 | -122 | -0.95% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,417 | 551 | 0.0% | 0.0% | 161 | -1,532 | -10.98% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,219 | 543 | 0.0% | 0.0% | 162 | +695 | 6.03% | Q1 2026 | May 13, 2026 |
| Unconventional Investor, LLC | History | Added to | 12,152 | 540 | 0.26% | 0.25% | 163 | +800 | 7.05% | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,144 | 539 | 0.0% | 0.0% | 164 | +1,742 | 16.75% | Q1 2026 | May 08, 2026 |
| Family CFO Inc | History | Added to | 12,079 | 536 | 0.24% | 0.08% | 166 | +8,131 | 205.95% | Q1 2026 | Apr 28, 2026 |
| Life Planning Partners, Inc | History | Reduced | 12,066 | 536 | 0.41% | 0.46% | 165 | -984 | -7.54% | Q1 2026 | Apr 28, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 12,346 | 534 | 0.6% | 0.8% | 167 | -5,507 | -30.85% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | No change | 11,904 | 529 | 0.11% | 0.19% | 168 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FC Advisory LLC | History | Added to | 11,491 | 510 | 0.15% | 0.15% | 169 | +263 | 2.34% | Q1 2026 | Apr 14, 2026 |
| Generali Asset Management SPA SGR | History | No change | 11,374 | 505 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 11,257 | 500 | 0.03% | 0.05% | 171 | -8,758 | -43.76% | Q1 2026 | Apr 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 11,205 | 498 | 0.13% | 0.14% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 11,036 | 490 | 0.0% | 0.0% | 173 | +851 | 8.36% | Q1 2026 | May 15, 2026 |
| Powerhouse Assets LLC | History | Added to | 10,838 | 481 | 0.42% | 0.43% | 174 | +200 | 1.88% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 10,800 | 480 | 0.0% | 0.0% | 176 | +500 | 4.85% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | No change | 10,799 | 480 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 10,666 | 474 | 0.0% | — | 177 | +10,666 | New | Q1 2026 | Apr 13, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 10,550 | 468 | 0.32% | 0.58% | 178 | -7,458 | -41.41% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10,000 | 444 | 0.05% | 0.06% | 179 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,856 | 438 | 0.0% | 0.0% | 180 | -546 | -5.25% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,331 | 427 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 9,575 | 425 | 0.1% | 0.1% | 182 | -411 | -4.12% | Q1 2026 | Apr 10, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 9,513 | 423 | 0.29% | — | 183 | +9,513 | New | Q1 2026 | Apr 28, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 9,424 | 418 | 0.1% | 0.15% | 184 | -1,559 | -14.19% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 8,912 | 396 | 0.25% | 0.13% | 185 | -26 | -0.29% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,886 | 394 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Added to | 8,856 | 393 | 0.01% | 0.01% | 187 | +2,965 | 50.33% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 8,665 | 385 | 0.19% | 0.2% | 188 | -98 | -1.12% | Q1 2026 | May 05, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 8,660 | 384 | 0.29% | 0.31% | 189 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Summit Global Investments | History | New | 8,516 | 379 | 0.02% | — | 190 | +8,516 | New | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 8,513 | 378 | 0.01% | 0.0% | 191 | +6,147 | 259.81% | Q1 2026 | Apr 27, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,521 | 378 | 0.06% | 0.07% | 192 | -1,564 | -15.51% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,383 | 372 | 0.0% | 0.0% | 193 | +2,748 | 48.77% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,319 | 369 | 0.0% | 0.01% | 194 | -111,237 | -93.04% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 8,321 | 369 | 0.0% | 0.0% | 195 | -13,522 | -61.91% | Q1 2026 | May 14, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 8,271 | 367 | 0.11% | 0.12% | 196 | -296 | -3.46% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,235 | 366 | 0.04% | — | 198 | +8,235 | New | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 8,248 | 366 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 8,099 | 360 | 0.29% | 0.24% | 199 | +690 | 9.31% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,027 | 356 | 0.01% | 0.01% | 200 | +5 | 0.06% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 7,942 | 353 | 0.0% | 0.0% | 201 | -246 | -3.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,817 | 347 | 0.0% | 0.0% | 202 | -30,914 | -79.82% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,661 | 340 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,513 | 333 | 0.01% | 0.01% | 206 | -1,097 | -12.74% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,513 | 333 | 0.01% | 0.01% | 204 | -926 | -10.97% | Q1 2026 | Apr 22, 2026 |
| Foster Group, Inc. | History | No change | 7,501 | 333 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,487 | 332 | 0.0% | 0.0% | 207 | -1,222 | -14.03% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7,446 | 330 | 0.12% | 0.12% | 208 | -55 | -0.73% | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 7,411 | 329 | 0.01% | 0.04% | 209 | -15,899 | -68.21% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 6,706 | 323 | 0.0% | 0.01% | 210 | +171 | 2.62% | Q1 2026 | Apr 20, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 7,262 | 322 | 0.04% | 0.03% | 211 | +1,170 | 19.21% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 7,248 | 322 | 0.24% | 0.26% | 212 | -501 | -6.47% | Q1 2026 | Apr 17, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 7,092 | 315 | 0.22% | 0.24% | 213 | -386 | -5.16% | Q1 2026 | May 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 7,079 | 314 | 0.18% | 0.18% | 214 | +28 | 0.4% | Q1 2026 | May 14, 2026 |
| Traub Capital Management LLC | History | Reduced | 6,952 | 309 | 0.31% | 0.32% | 216 | -240 | -3.34% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | No change | 6,954 | 309 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 6,850 | 304 | 0.01% | 0.01% | 217 | -141 | -2.02% | Q1 2026 | May 12, 2026 |
| Truepoint, Inc. | History | Reduced | 6,717 | 298 | 0.01% | 0.01% | 218 | -1,480 | -18.06% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 6,453 | 295 | 0.0% | 0.0% | 219 | -2,110 | -24.64% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,611 | 293 | 0.0% | 0.0% | 220 | -1,616 | -19.64% | Q1 2026 | May 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 6,523 | 289 | 0.01% | 0.01% | 221 | -2,611 | -28.59% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,100 | 274 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | New | 6,058 | 269 | 0.13% | — | 223 | +6,058 | New | Q1 2026 | Apr 24, 2026 |
| Jordan Park Trust Co LLC | History | No change | 5,963 | 265 | 0.2% | 0.19% | 224 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,796 | 257 | 0.01% | 0.0% | 225 | +5,061 | 688.57% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,558 | 254 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | No change | 5,704 | 253 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,655 | 251 | 0.07% | 0.08% | 228 | -33 | -0.58% | Q1 2026 | Apr 22, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 5,627 | 250 | 0.19% | 0.18% | 229 | +341 | 6.45% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Added to | 5,532 | 245 | 0.0% | 0.0% | 230 | +698 | 14.44% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,605 | 242 | 0.0% | 0.0% | 231 | -1,363 | -19.56% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | No change | 5,436 | 241 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 5,389 | 239 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,271 | 234 | 0.0% | 0.0% | 234 | +377 | 7.7% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,177 | 230 | 0.0% | 0.0% | 235 | -281 | -5.15% | Q1 2026 | Apr 10, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 5,139 | 228 | 0.02% | 0.03% | 236 | -141 | -2.67% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | New | 5,042 | 224 | 0.0% | — | 237 | +5,042 | New | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | New | 4,845 | 215 | 0.0% | — | 238 | +4,845 | New | Q1 2026 | May 07, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 4,795 | 213 | 0.02% | 0.03% | 239 | -1,826 | -27.58% | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,757 | 211 | 0.01% | 0.01% | 240 | -25 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,739 | 210 | 0.04% | 0.05% | 241 | -259 | -5.18% | Q1 2026 | May 05, 2026 |
| Klingman & Associates, LLC | History | No change | 4,720 | 209 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ridgewood Investments LLC | History | New | 4,676 | 207 | 0.08% | — | 244 | +4,676 | New | Q1 2026 | Apr 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,668 | 207 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | Added to | 4,644 | 206 | 0.05% | 0.04% | 245 | +214 | 4.83% | Q1 2026 | Apr 27, 2026 |
| First Citizens Asset Management, Inc. | History | New | 4,614 | 205 | 0.07% | — | 246 | +4,614 | New | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 4,605 | 204 | 0.01% | — | 247 | +4,605 | New | Q1 2026 | May 07, 2026 |
| Excelsior Advisor Network LLC | History | New | 4,525 | 201 | 0.08% | — | 248 | +4,525 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Reduced | 4,510 | 200 | 0.04% | 0.19% | 249 | -16,671 | -78.71% | Q1 2026 | May 07, 2026 |
| Climber Capital SA | History | Reduced | 4,515 | 200 | 0.13% | 0.58% | 250 | -14,785 | -76.61% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,070 | 180 | 0.0% | 0.0% | 251 | -255 | -5.9% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,981 | 176 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Added to | 3,887 | 172 | 0.01% | 0.01% | 253 | +10 | 0.26% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,368 | 154 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,272 | 147 | 0.01% | 0.01% | 256 | +24 | 0.74% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,218 | 147 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RMG Wealth Management LLC | History | New | 1,718 | 146 | 0.02% | — | 257 | +1,718 | New | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 3,276 | 145 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 3,262 | 144 | 0.0% | 0.0% | 259 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,109 | 138 | 0.0% | 0.0% | 260 | -910 | -22.64% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,010 | 133 | 0.0% | 0.0% | 261 | +672 | 28.74% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,985 | 132 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 2,526 | 112 | 0.12% | 0.12% | 263 | -92 | -3.51% | Q1 2026 | May 12, 2026 |
| AlphaCentric Advisors LLC | History | Reduced | 2,479 | 110 | 0.11% | 0.2% | 264 | -1,951 | -44.04% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 2,335 | 103 | 0.0% | — | 266 | +2,335 | New | Q1 2026 | May 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 2,336 | 103 | 0.01% | 0.01% | 265 | -71 | -2.95% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,086 | 92 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,046 | 90 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | No change | 1,908 | 85 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,886 | 83 | 0.0% | 0.0% | 270 | +1,670 | 773.15% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,638 | 72 | 0.0% | 0.0% | 271 | +88 | 5.68% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 1,555 | 69 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,372 | 60 | 0.0% | 0.0% | 273 | +421 | 44.27% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,200 | 53 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fairman Group, LLC | History | No change | 1,089 | 48 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | No change | 1,074 | 47 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,030 | 45 | 0.01% | 0.01% | 277 | -75 | -6.79% | Q1 2026 | Apr 24, 2026 |
| United Financial Planning Group LLC | History | No change | 1,000 | 44 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 981 | 43 | 0.0% | — | 280 | +981 | New | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | Added to | 972 | 43 | 0.01% | 0.01% | 279 | +10 | 1.04% | Q1 2026 | May 19, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 965 | 42 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 910 | 40 | 0.0% | 0.0% | 282 | -447 | -32.94% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 893 | 39 | 0.0% | 0.0% | 283 | -82 | -8.41% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 818 | 36 | 0.0% | — | 285 | +818 | New | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | No change | 829 | 36 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 786 | 34 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 618 | 28 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 620 | 27 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 598 | 26 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthCollab, LLC | History | No change | 540 | 24 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 514 | 22 | 0.0% | 0.0% | 292 | -406 | -44.13% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 516 | 22 | 0.0% | 0.0% | 291 | -194 | -27.32% | Q1 2026 | May 14, 2026 |
| Pacifica Partners Inc. | History | No change | 505 | 22 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 494 | 21 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 420 | 18 | 0.01% | — | 295 | +420 | New | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | No change | 403 | 17 | 0.01% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | New | 360 | 16 | 0.0% | — | 299 | +360 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 368 | 16 | 0.0% | 0.0% | 298 | +210 | 132.91% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 361 | 16 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 344 | 15 | 0.0% | 0.0% | 301 | +193 | 127.81% | Q1 2026 | May 11, 2026 |