VANGUARD INDEX FUNDS - VO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 110,769,908 | 8,861,135 | 3.55% | 3.55% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 109,705,786 | 8,838,995 | 1.43% | 1.43% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 73,987,186 | 5,961,147 | 0.38% | 0.38% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 55,523,351 | 4,473,516 | 0.57% | 0.57% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 36,272,342 | 2,922,462 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 32,713,198 | 2,635,702 | 1.54% | 1.54% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,257,030 | 2,518,378 | 0.68% | 0.68% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,776,718 | 1,995,988 | 0.47% | 0.47% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 24,385,742 | 1,964,759 | 1.05% | 1.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 22,846,853 | 1,840,835 | 2.01% | 2.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 17,885,016 | 1,440,995 | 1.62% | 1.62% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 14,368,916 | 1,157,703 | 0.26% | 0.26% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,400,387 | 999,179 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,483,935 | 844,021 | 1.03% | 1.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,059,496 | 810,493 | 6.0% | 6.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,616,046 | 774,764 | 0.38% | 0.38% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 8,738,252 | 704,040 | 0.74% | 0.74% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,628,563 | 694,340 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,796,573 | 547,599 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 5,787,723 | 466,405 | 0.56% | 0.56% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 5,696,979 | 459,005 | 0.42% | 0.42% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,646,613 | 454,947 | 10.99% | 10.99% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 5,399,546 | 435,041 | 1.5% | 1.5% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 5,151,020 | 415,017 | 1.76% | 1.76% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 4,774,432 | 384,675 | 8.12% | 8.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,445,488 | 358,172 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 4,367,572 | 351,895 | 0.34% | 0.34% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Border to Coast Pensions Partnership Ltd | History | No change | 4,072,748 | 327,872 | 4.83% | 4.83% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,928,916 | 316,552 | 0.4% | 0.4% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Trust Co | History | No change | 3,620,231 | 291,682 | 3.3% | 3.3% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,614,235 | 291,198 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,516,510 | 283,325 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,445,858 | 277,691 | 0.33% | 0.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,338,684 | 268,997 | 0.41% | 0.41% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 3,271,741 | 263,604 | 1.57% | 1.57% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,154,240 | 254,137 | 1.18% | 1.18% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,923,303 | 235,531 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,833,612 | 228,304 | 2.15% | 2.15% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SigFig Wealth Management, LLC | History | No change | 2,511,036 | 202,062 | 5.36% | 5.36% | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,499,328 | 201,370 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,448,570 | 197,281 | 0.32% | 0.32% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,401,779 | 193,511 | 0.56% | 0.56% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,345,040 | 188,939 | 1.04% | 1.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 2,278,245 | 183,558 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 2,182,308 | 175,828 | 0.24% | 0.24% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| 1832 Asset Management L.P. | History | No change | 2,157,381 | 173,820 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,961,465 | 158,035 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,933,766 | 155,803 | 4.51% | 4.51% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,927,108 | 155,267 | 1.98% | 1.98% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,791,507 | 144,341 | 3.73% | 3.73% | 50 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 1,764,095 | 142,133 | 7.63% | 7.63% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,696,716 | 136,280 | 2.73% | 2.73% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,687,725 | 135,980 | 0.44% | 0.44% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,677,870 | 135,185 | 2.56% | 2.56% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,677,870 | 135,185 | 2.24% | 2.24% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | No change | 1,674,384 | 134,905 | 0.82% | 0.82% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,657,960 | 133,581 | 1.32% | 1.32% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,654,013 | 133,264 | 0.26% | 0.26% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,570,945 | 126,571 | 0.26% | 0.26% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 1,537,251 | 123,856 | 0.72% | 0.72% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,527,267 | 123,051 | 10.43% | 10.43% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,492,990 | 120,290 | 0.72% | 0.72% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,482,046 | 119,408 | 0.71% | 0.71% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,402,905 | 113,032 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 1,400,393 | 112,829 | 1.63% | 1.63% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,359,872 | 109,564 | 0.33% | 0.33% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,355,435 | 109,207 | 0.25% | 0.25% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,297,689 | 104,554 | 0.38% | 0.38% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,247,189 | 100,486 | 1.82% | 1.82% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,241,259 | 100,008 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,224,488 | 98,656 | 5.95% | 5.95% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nadler Financial Group, Inc. | History | No change | 1,212,621 | 97,700 | 8.28% | 8.28% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 1,202,798 | 96,888 | 0.4% | 0.4% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,197,848 | 96,510 | 1.69% | 1.69% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,177,558 | 94,875 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ASSETMARK, INC | History | No change | 1,119,178 | 90,172 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,094,719 | 88,201 | 0.43% | 0.43% | 77 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,080,918 | 87,089 | 1.39% | 1.39% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 1,078,534 | 86,897 | 0.58% | 0.58% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 1,072,063 | 86,376 | 5.14% | 5.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 297,343 | 85,391 | 3.12% | 3.12% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,051,352 | 84,707 | 10.91% | 10.91% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,044,975 | 84,193 | 3.01% | 3.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 1,039,951 | 83,788 | 1.99% | 1.99% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,014,936 | 81,773 | 2.96% | 2.96% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 1,010,649 | 81,437 | 3.25% | 3.25% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,004,416 | 80,925 | 7.6% | 7.6% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 981,870 | 79,110 | 0.91% | 0.91% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 962,079 | 77,514 | 4.49% | 4.49% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 944,180 | 75,913 | 2.0% | 2.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Performa Ltd (US), LLC | History | No change | 940,415 | 75,769 | 12.23% | 12.23% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 940,189 | 75,751 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 262,256 | 75,314 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 876,370 | 70,609 | 0.46% | 0.46% | 94 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 861,631 | 69,421 | 0.35% | 0.35% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | No change | 853,273 | 68,748 | 1.41% | 1.41% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 848,107 | 68,331 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 831,448 | 66,989 | 0.81% | 0.81% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 823,224 | 66,327 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 810,992 | 65,341 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venture Visionary Partners LLC | History | No change | 785,840 | 63,315 | 1.76% | 1.76% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 758,002 | 61,072 | 2.23% | 2.23% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Reduced | 763,681 | 59,888 | 1.62% | 1.78% | 103 | -3,462 | -0.45% | Q3 2026 | Oct 02, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 740,816 | 59,687 | 2.21% | 2.21% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 706,160 | 56,895 | 10.45% | 10.45% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 702,864 | 56,629 | 10.49% | 10.49% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 697,960 | 56,368 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 698,320 | 56,263 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 688,447 | 55,468 | 0.39% | 0.39% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 683,602 | 55,077 | 2.82% | 2.82% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 678,443 | 54,662 | 0.25% | 0.25% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 678,271 | 54,648 | 5.11% | 5.11% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NICOLET BANKSHARES INC | History | No change | 674,232 | 54,503 | 1.73% | 1.73% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 676,163 | 54,478 | 0.6% | 0.6% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 669,702 | 54,138 | 15.68% | 15.68% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WESBANCO BANK INC | History | No change | 655,679 | 52,828 | 1.31% | 1.31% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 654,530 | 52,735 | 4.96% | 4.96% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lido Advisors, LLC | History | No change | 640,579 | 51,611 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLB&B Advisors, LLC | History | No change | 630,315 | 50,784 | 1.86% | 1.86% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 626,783 | 50,499 | 0.39% | 0.39% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| New Hampshire Trust | History | No change | 626,046 | 50,440 | 9.51% | 9.51% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 623,639 | 50,246 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 620,012 | 49,954 | 3.78% | 3.78% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 619,635 | 49,923 | 3.88% | 3.88% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballast, Inc. | History | No change | 616,950 | 49,707 | 9.37% | 9.37% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 608,381 | 49,017 | 0.51% | 0.51% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 605,468 | 48,782 | 0.49% | 0.49% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 602,670 | 48,557 | 6.33% | 6.33% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 594,579 | 48,125 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 671,664 | 47,855 | 11.45% | 11.45% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 590,098 | 47,508 | 5.54% | 5.54% | 131 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 587,604 | 47,343 | 0.44% | 0.44% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 587,191 | 47,309 | 0.53% | 0.53% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 586,924 | 47,288 | 0.52% | 0.52% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthquest Corp | History | No change | 584,077 | 47,059 | 2.97% | 2.97% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 583,370 | 47,002 | 2.41% | 2.41% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 480,134 | 46,940 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perkins Coie Trust Co | History | No change | 572,039 | 46,083 | 7.64% | 7.64% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fidato Wealth LLC | History | No change | 557,784 | 44,940 | 26.26% | 26.26% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DT Investment Partners, LLC | History | No change | 557,391 | 44,908 | 3.35% | 3.35% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 555,266 | 44,737 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 550,155 | 44,325 | 0.2% | 0.2% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 537,525 | 43,308 | 0.9% | 0.9% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 527,808 | 42,525 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFC Advisors LLC | History | No change | 527,486 | 42,499 | 5.4% | 5.4% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | No change | 525,840 | 42,387 | 0.6% | 0.6% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SP Asset Management LLC | History | No change | 525,196 | 42,315 | 3.39% | 3.39% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marquette Asset Management, LLC | History | No change | 520,497 | 41,936 | 5.39% | 5.39% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 515,810 | 41,558 | 2.39% | 2.39% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GenTrust, LLC | History | No change | 503,865 | 40,596 | 1.56% | 1.56% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Capital LLC | History | No change | 500,094 | 40,292 | 8.17% | 8.17% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 499,187 | 40,219 | 4.94% | 4.94% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| William Mack & Associates, Inc. | History | No change | 496,380 | 39,993 | 14.1% | 14.1% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 492,340 | 39,667 | 6.45% | 6.45% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 489,324 | 39,424 | 0.27% | 0.27% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TL Private Wealth | History | No change | 488,218 | 39,355 | 14.43% | 14.43% | 156 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 473,770 | 38,171 | 2.47% | 2.47% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Trust | History | No change | 471,888 | 38,019 | 2.93% | 2.93% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 469,289 | 37,810 | 0.18% | 0.18% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | No change | 464,169 | 37,398 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 461,813 | 37,208 | 0.68% | 0.68% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 459,384 | 37,012 | 0.75% | 0.75% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 458,206 | 36,917 | 2.02% | 2.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 456,294 | 36,763 | 0.21% | 0.21% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 452,353 | 36,446 | 0.2% | 0.2% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 451,680 | 36,391 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 449,616 | 36,225 | 3.02% | 3.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Enclave Advisors LLC | History | No change | 448,329 | 36,121 | 4.57% | 4.57% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOKF, NA | History | No change | 443,574 | 35,738 | 0.49% | 0.49% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 443,568 | 35,738 | 0.66% | 0.66% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 443,336 | 35,719 | 0.78% | 0.78% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Eagle Strategies LLC | History | No change | 441,470 | 35,569 | 3.53% | 3.53% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blankinship & Foster, LLC | History | No change | 440,589 | 35,498 | 7.16% | 7.16% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRB Wealth Management, LLC | History | No change | 435,256 | 35,068 | 4.67% | 4.67% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 434,525 | 35,009 | 6.55% | 6.55% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 429,135 | 34,721 | 0.34% | 0.34% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 421,554 | 33,964 | 0.89% | 0.89% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 421,177 | 33,934 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | No change | 402,845 | 32,457 | 10.89% | 10.89% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Callan Family Office, LLC | History | No change | 398,618 | 32,116 | 0.63% | 0.63% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 396,501 | 31,946 | 4.11% | 4.11% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | No change | 395,974 | 31,903 | 1.38% | 1.38% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 394,651 | 31,797 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 393,998 | 31,744 | 1.73% | 1.73% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equity Wealth Partners, LLC | History | No change | 388,640 | 31,312 | 11.25% | 11.25% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BCK Partners, Inc. | History | No change | 388,334 | 31,288 | 15.08% | 15.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Capital Management, LLC | History | No change | 385,590 | 31,067 | 11.19% | 11.19% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 382,493 | 30,817 | 0.26% | 0.26% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ProVise Management Group, LLC | History | No change | 381,713 | 30,754 | 2.06% | 2.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN ADVISORY INC | History | No change | 381,699 | 30,753 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 376,125 | 30,304 | 0.88% | 0.88% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 375,687 | 30,269 | 1.14% | 1.14% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advantage Trust Co | History | No change | 368,074 | 29,655 | 10.43% | 10.43% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wolff Financial Management LLC | History | No change | 367,145 | 29,580 | 5.9% | 5.9% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ST GERMAIN D J CO INC | History | No change | 365,556 | 29,452 | 1.06% | 1.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 364,810 | 29,392 | 0.13% | 0.13% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Center for Financial Services | History | No change | 363,455 | 29,283 | 6.53% | 6.53% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co of the South | History | No change | 363,104 | 29,255 | 4.12% | 4.12% | 198 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Cornerstone Advisory, LLC | History | No change | 361,971 | 29,164 | 2.42% | 2.42% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST HORIZON CORP | History | No change | 361,279 | 29,108 | 1.12% | 1.12% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 356,445 | 28,718 | 4.51% | 4.51% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 355,628 | 28,652 | 1.38% | 1.38% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pure Financial Advisors, LLC | History | No change | 354,943 | 28,597 | 0.36% | 0.36% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 353,926 | 28,515 | 0.45% | 0.45% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 349,947 | 28,195 | 3.2% | 3.2% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 348,997 | 28,118 | 0.39% | 0.39% | 206 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 347,986 | 28,037 | 1.66% | 1.66% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Financial Advisors, LLC | History | No change | 341,288 | 27,497 | 3.31% | 3.31% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | No change | 340,514 | 27,435 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 336,762 | 27,132 | 5.74% | 5.74% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 335,429 | 27,025 | 0.23% | 0.23% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 331,122 | 26,678 | 0.84% | 0.84% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marietta Wealth Management, LLC | History | No change | 328,339 | 26,454 | 2.73% | 2.73% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mason & Associates, LLC | History | No change | 320,768 | 25,844 | 5.38% | 5.38% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 319,355 | 25,730 | 1.93% | 1.93% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 318,404 | 25,653 | 3.27% | 3.27% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HILLMAN CO | History | No change | 316,332 | 25,486 | 9.02% | 9.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 314,353 | 25,327 | 4.15% | 4.15% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 307,174 | 24,749 | 0.91% | 0.91% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 306,530 | 24,697 | 1.81% | 1.81% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDELIS iM, LLC | History | No change | 305,813 | 24,639 | 8.4% | 8.4% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wellington Grp LLC | History | No change | 305,255 | 24,594 | 6.51% | 6.51% | 222 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 303,890 | 24,484 | 4.74% | 4.74% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 300,069 | 24,176 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROW FINANCIAL CORP | History | No change | 297,279 | 23,951 | 2.15% | 2.15% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 295,340 | 23,795 | 0.29% | 0.29% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 294,808 | 23,764 | 0.44% | 0.44% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simmons Bank | History | No change | 291,810 | 23,511 | 1.34% | 1.34% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 290,745 | 23,425 | 0.29% | 0.29% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 288,508 | 23,245 | 0.98% | 0.98% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 288,214 | 23,221 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 286,793 | 23,106 | 2.42% | 2.42% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OPPENHEIMER & CO INC | History | No change | 286,392 | 23,074 | 0.25% | 0.25% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 282,381 | 22,758 | 0.21% | 0.21% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Twele Capital Management, Inc. | History | No change | 280,883 | 22,630 | 3.7% | 3.7% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 280,851 | 22,628 | 0.56% | 0.56% | 236 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 280,000 | 22,559 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 279,499 | 22,519 | 0.25% | 0.25% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 277,140 | 22,329 | 0.27% | 0.27% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 274,531 | 22,118 | 1.01% | 1.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 272,085 | 21,921 | 5.48% | 5.48% | 241 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Veracity Capital LLC | History | No change | 271,700 | 21,890 | 5.91% | 5.91% | 242 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Visionary Wealth Advisors | History | No change | 267,589 | 21,559 | 0.85% | 0.85% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 267,337 | 21,539 | 3.15% | 3.15% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 266,078 | 21,437 | 9.44% | 9.44% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 262,271 | 21,131 | 1.17% | 1.17% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seven Bridges Advisors LLC | History | No change | 260,902 | 21,020 | 10.13% | 10.13% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 260,806 | 21,013 | 0.3% | 0.3% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argent Trust Co | History | No change | 259,899 | 20,940 | 0.6% | 0.6% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 259,117 | 20,877 | 0.42% | 0.42% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 258,108 | 20,795 | 7.39% | 7.39% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 257,116 | 20,715 | 0.81% | 0.81% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 256,666 | 20,679 | 2.26% | 2.26% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTRUST BANK NA | History | No change | 256,551 | 20,670 | 1.53% | 1.53% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 256,140 | 20,636 | 0.33% | 0.33% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 255,199 | 20,561 | 0.3% | 0.3% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 253,780 | 20,447 | 0.6% | 0.6% | 257 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AJ Advisors, LLC | History | No change | 252,672 | 20,357 | 6.33% | 6.33% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 252,192 | 20,319 | 1.72% | 1.72% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG HOLDINGS, INC. | History | No change | 250,995 | 20,222 | 4.24% | 4.24% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Investment Management, LLC | History | No change | 246,644 | 19,872 | 0.38% | 0.38% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goldstone Financial Group, LLC | History | No change | 246,374 | 19,850 | 1.81% | 1.81% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Single Point Partners, LLC | History | No change | 246,038 | 19,823 | 3.49% | 3.49% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 242,254 | 19,518 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenity Investment Advisors | History | No change | 236,070 | 19,482 | 8.3% | 8.3% | 265 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 241,513 | 19,458 | 3.15% | 3.15% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caprock Group, LLC | History | No change | 241,056 | 19,421 | 0.37% | 0.37% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wedmont Private Capital | History | No change | 237,501 | 19,223 | 0.53% | 0.53% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 237,293 | 19,118 | 0.29% | 0.29% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | No change | 236,560 | 19,059 | 0.21% | 0.21% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crane Advisory, LLC | History | No change | 234,747 | 18,922 | 2.72% | 2.72% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Investments & Financial Planning, LLC | History | No change | 234,793 | 18,917 | 8.96% | 8.96% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 234,452 | 18,889 | 3.26% | 3.26% | 273 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tribridge Partners Financial LLC | History | No change | 232,373 | 18,824 | 7.38% | 7.38% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DORVAL Corp | History | No change | 232,234 | 18,711 | 5.38% | 5.38% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 232,111 | 18,696 | 3.52% | 3.52% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sylvest Advisors, LLC | History | No change | 231,722 | 18,669 | 8.42% | 8.42% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Napier Financial, LLC | History | No change | 231,680 | 18,666 | 3.89% | 3.89% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EnRich Financial Partners LLC | History | No change | 231,644 | 18,663 | 4.43% | 4.43% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 230,294 | 18,555 | 0.51% | 0.51% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 230,052 | 18,535 | 0.25% | 0.25% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 229,186 | 18,465 | 5.29% | 5.29% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James J. Burns & Company, LLC | History | No change | 229,088 | 18,457 | 2.0% | 2.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Management Group, Inc. | History | No change | 227,669 | 18,343 | 2.68% | 2.68% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 224,538 | 18,342 | 3.65% | 3.65% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 227,260 | 18,310 | 1.76% | 1.76% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sierra Capital LLC | History | No change | 225,962 | 18,205 | 1.76% | 1.76% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towerpoint Wealth, LLC | History | No change | 224,580 | 18,094 | 6.26% | 6.26% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | No change | 67,067 | 17,959 | 0.3% | 0.3% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 221,178 | 17,820 | 8.68% | 8.68% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 221,004 | 17,806 | 0.19% | 0.19% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | No change | 220,163 | 17,744 | 0.26% | 0.26% | 292 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 218,118 | 17,573 | 3.53% | 3.53% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 217,921 | 17,557 | 0.27% | 0.27% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TriaGen Wealth Management LLC | History | No change | 216,882 | 17,474 | 4.37% | 4.37% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 216,504 | 17,443 | 0.33% | 0.33% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avion Wealth | History | No change | 214,461 | 17,279 | 3.22% | 3.22% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 214,332 | 17,268 | 3.82% | 3.82% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Insight Wealth Advisors | History | No change | 213,327 | 17,187 | 5.07% | 5.07% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| jvl associates llc | History | No change | 212,771 | 17,142 | 4.86% | 4.86% | 300 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |