VANGUARD INDEX FUNDS - VOE
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
1,286 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,758,402 | 876,878 | 0.05% | 0.05% | 1 | +7,853 | 0.17% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 4,333,382 | 798,555 | 1.63% | 1.64% | 2 | -191,395 | -4.23% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,140,038 | 762,926 | 3.75% | 3.6% | 3 | +233,942 | 5.99% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 3,741,881 | 689,554 | 1.31% | 1.33% | 4 | -182,729 | -4.66% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,133,089 | 570,842 | 0.27% | 0.28% | 5 | +505,987 | 19.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,045,401 | 561,206 | 0.04% | 0.04% | 6 | -76,649 | -2.46% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,688,107 | 495,364 | 0.09% | 0.09% | 7 | -16,297 | -0.6% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,421,695 | 446,269 | 0.08% | 0.07% | 8 | -127,511 | -5.0% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,626,649 | 299,758 | 1.15% | — | 9 | +1,626,649 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 1,465,381 | 270,040 | 0.04% | 0.04% | 10 | +73,158 | 5.25% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,461,159 | 269,262 | 0.16% | 0.14% | 11 | -7,211 | -0.49% | Q1 2026 | May 08, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 1,221,139 | 225,031 | 14.34% | 13.08% | 12 | +117,119 | 10.61% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,205,341 | 222,120 | 0.06% | 0.06% | 13 | +70,649 | 6.23% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 1,108,677 | 204,306 | 0.01% | 0.01% | 14 | +70,333 | 6.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,093,935 | 201,590 | 0.05% | 0.05% | 15 | +18,692 | 1.74% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,090,118 | 200,886 | 1.51% | 1.37% | 16 | +67,163 | 6.57% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,045,730 | 192,706 | 0.12% | 0.11% | 17 | +66,380 | 6.78% | Q1 2026 | May 07, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 899,090 | 165,684 | 3.57% | 3.32% | 18 | +51,890 | 6.12% | Q1 2026 | Apr 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 882,986 | 162,697 | 0.04% | 0.04% | 19 | -108,674 | -10.96% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 720,227 | 132,723 | 0.04% | 0.04% | 20 | -70,591 | -8.93% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 703,111 | 129,570 | 0.12% | 0.11% | 21 | -4,935 | -0.7% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 683,834 | 126,017 | 0.14% | 0.14% | 22 | +6,650 | 0.98% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 659,620 | 121,620 | 0.18% | 0.11% | 23 | +253,910 | 62.58% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 612,122 | 112,801 | 0.96% | 0.89% | 24 | -11,219 | -1.8% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 603,456 | 111,158 | 0.13% | 0.13% | 25 | -17,857 | -2.87% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 567,194 | 104,522 | 10.44% | 10.19% | 26 | +8,074 | 1.44% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 529,934 | 97,656 | 0.73% | 0.78% | 27 | -12,550 | -2.31% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 528,225 | 97,322 | 2.76% | 2.99% | 28 | -12,601 | -2.33% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Added to | 505,528 | 93,176 | 0.11% | 0.1% | 29 | +14,694 | 2.99% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 433,705 | 79,923 | 0.05% | 0.06% | 30 | -657 | -0.15% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 424,294 | 78,188 | 0.08% | 0.08% | 31 | +6,196 | 1.48% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 401,592 | 74,005 | 0.1% | 0.1% | 32 | -26,635 | -6.22% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 399,175 | 73,559 | 0.13% | 0.16% | 33 | -114,889 | -22.35% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 383,976 | 69,676 | 0.0% | 0.0% | 34 | +1,574 | 0.41% | Q1 2026 | May 13, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 374,368 | 68,988 | 7.02% | 6.82% | 35 | -5,437 | -1.43% | Q1 2026 | May 04, 2026 |
| McAdam, LLC | History | Added to | 353,982 | 65,231 | 2.94% | 2.82% | 36 | +6,718 | 1.93% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 341,901 | 63,005 | 0.08% | 0.09% | 37 | -44,626 | -11.55% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 326,802 | 60,226 | 0.06% | 0.06% | 38 | -2,320 | -0.7% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 299,602 | 57,134 | 1.84% | 1.88% | 39 | +1,996 | 0.67% | Q1 2026 | Apr 17, 2026 |
| Berman McAleer LLC | History | Added to | 306,169 | 56,420 | 7.7% | 7.28% | 40 | +5,680 | 1.89% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,737 | 54,498 | 0.26% | 0.25% | 41 | +1,319 | 0.45% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 290,862 | 53,600 | 0.14% | 0.13% | 42 | +18,571 | 6.82% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 275,034 | 50,616 | 0.07% | 0.06% | 43 | -6,611 | -2.35% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 274,908 | 50,436 | 0.07% | — | 44 | +274,908 | New | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 265,574 | 48,939 | 6.09% | 5.88% | 45 | -5,009 | -1.85% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 283,898 | 48,840 | 0.31% | 0.32% | 46 | +17,448 | 6.55% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 260,990 | 48,095 | 4.51% | 4.31% | 47 | +1,889 | 0.73% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 241,730 | 44,546 | 0.12% | 0.1% | 48 | -790 | -0.33% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 235,927 | 43,476 | 1.04% | 0.38% | 49 | +153,115 | 184.89% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 231,852 | 42,725 | 0.04% | 0.03% | 50 | -8,027 | -3.35% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 217,452 | 40,152 | 7.39% | 7.35% | 51 | -6,414 | -2.87% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 209,002 | 38,521 | 0.38% | 0.39% | 52 | +9,028 | 4.51% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Added to | 207,042 | 38,153 | 3.19% | 3.11% | 53 | +3,590 | 1.76% | Q1 2026 | Apr 09, 2026 |
| Summit Financial, LLC | History | Added to | 195,010 | 35,936 | 0.46% | 0.44% | 54 | +26,289 | 15.58% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 193,521 | 34,324 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 181,234 | 33,397 | 7.91% | 7.01% | 56 | +2,405 | 1.34% | Q1 2026 | Apr 30, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 179,038 | 32,993 | 1.04% | 1.02% | 57 | +3,137 | 1.78% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 177,550 | 32,718 | 0.09% | 0.07% | 58 | +37,386 | 26.67% | Q1 2026 | May 08, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 171,147 | 31,539 | 2.64% | 2.49% | 59 | -1,926 | -1.11% | Q1 2026 | May 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 165,912 | 30,574 | 2.06% | 1.33% | 60 | +56,677 | 51.89% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 164,240 | 30,266 | 0.11% | 0.11% | 61 | +17,193 | 11.69% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 184,379 | 29,594 | 0.73% | 0.69% | 62 | +2,585 | 1.42% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 159,181 | 29,333 | 0.16% | 0.16% | 63 | +28,389 | 21.71% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 158,512 | 29,210 | 0.01% | 0.01% | 64 | -6,271 | -3.81% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | Reduced | 157,831 | 29,085 | 6.01% | 6.06% | 65 | -5,036 | -3.09% | Q1 2026 | May 01, 2026 |
| WoodTrust Financial Corp | History | Reduced | 154,707 | 28,509 | 3.68% | 3.59% | 66 | -18,703 | -10.79% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 154,378 | 28,448 | 0.68% | 0.74% | 67 | -23,273 | -13.1% | Q1 2026 | Apr 30, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 153,074 | 28,208 | 9.43% | 9.2% | 68 | -4,703 | -2.98% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 148,588 | 27,523 | 0.06% | 0.06% | 69 | -96,521 | -39.38% | Q1 2026 | Apr 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 147,982 | 27,270 | 0.44% | 0.35% | 70 | +51,272 | 53.02% | Q1 2026 | Apr 21, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 146,890 | 27,068 | 4.77% | 4.72% | 71 | +1,191 | 0.82% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 145,954 | 26,896 | 4.61% | 6.05% | 72 | -117 | -0.08% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 145,868 | 26,880 | 0.01% | 0.01% | 73 | -3,665 | -2.45% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 141,417 | 26,066 | 0.13% | 0.12% | 74 | +15,591 | 12.39% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 135,522 | 24,974 | 0.4% | 0.39% | 75 | +785 | 0.58% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 132,621 | 24,439 | 0.04% | 0.05% | 76 | +51,160 | 62.8% | Q1 2026 | May 01, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 129,119 | 23,794 | 10.48% | 9.71% | 77 | -1,899 | -1.45% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 129,093 | 23,789 | 0.3% | 0.26% | 78 | +12,845 | 11.05% | Q1 2026 | Apr 28, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 127,800 | 23,551 | 4.31% | 4.11% | 79 | +1,037 | 0.82% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 127,612 | 23,516 | 0.03% | 0.03% | 80 | +842 | 0.66% | Q1 2026 | May 13, 2026 |
| Diesslin Group, Inc. | History | Reduced | 124,837 | 23,004 | 10.36% | 9.25% | 81 | -6,460 | -4.92% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 123,389 | 22,729 | 0.04% | 0.04% | 82 | +202 | 0.16% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 120,022 | 22,134 | 1.53% | 1.49% | 83 | +23,216 | 23.98% | Q1 2026 | May 18, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 110,890 | 20,434 | 2.79% | 2.76% | 84 | +261 | 0.24% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,447 | 20,169 | 0.05% | 0.05% | 85 | +4,109 | 3.9% | Q1 2026 | Apr 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 108,479 | 19,990 | 0.97% | 0.89% | 86 | +3,820 | 3.65% | Q1 2026 | May 04, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 105,024 | 19,911 | 3.78% | 3.68% | 87 | +576 | 0.55% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 105,266 | 19,398 | 0.15% | 0.12% | 88 | +17,963 | 20.58% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 105,265 | 19,398 | 0.03% | 0.03% | 89 | -735 | -0.69% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 104,091 | 19,181 | 1.25% | 1.22% | 90 | +228 | 0.22% | Q1 2026 | May 07, 2026 |
| Ledyard National Bank | History | Added to | 103,675 | 19,105 | 1.66% | 1.57% | 91 | +954 | 0.93% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 97,297 | 18,761 | 0.87% | 0.13% | 92 | -99,593 | -50.58% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 101,702 | 18,741 | 0.51% | 0.49% | 93 | -497 | -0.49% | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Added to | 99,296 | 18,298 | 5.07% | 4.86% | 94 | +1,694 | 1.74% | Q1 2026 | Apr 14, 2026 |
| Asset Management Group, Inc. | History | Reduced | 95,781 | 17,650 | 2.85% | 2.76% | 95 | -508 | -0.53% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 89,943 | 17,265 | 0.39% | 0.4% | 96 | +2,851 | 3.27% | Q1 2026 | May 04, 2026 |
| ProVise Management Group, LLC | History | Added to | 92,531 | 17,051 | 1.23% | 1.15% | 98 | +1,463 | 1.61% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 92,529 | 17,051 | 0.22% | 0.21% | 97 | -123 | -0.13% | Q1 2026 | May 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 91,186 | 16,803 | 10.66% | 9.26% | 99 | -1,200 | -1.3% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 90,240 | 16,629 | 0.02% | 0.03% | 100 | -16,075 | -15.12% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Added to | 89,711 | 16,532 | 1.11% | 1.08% | 101 | +250 | 0.28% | Q1 2026 | May 04, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 88,024 | 16,253 | 3.62% | 3.39% | 102 | +493 | 0.56% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 87,316 | 16,090 | 0.09% | 0.08% | 103 | +1,933 | 2.26% | Q1 2026 | Apr 15, 2026 |
| Clayton Financial Group LLC | History | Added to | 85,754 | 15,802 | 8.12% | 7.62% | 104 | +1,512 | 1.79% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 83,170 | 15,326 | 0.19% | 0.18% | 105 | +1,538 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Evensky & Katz LLC | History | Reduced | 82,924 | 15,281 | 0.87% | 0.85% | 106 | -2,172 | -2.55% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Added to | 82,308 | 15,167 | 0.02% | 0.01% | 107 | +22,401 | 37.39% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 82,300 | 15,166 | 0.63% | 0.57% | 108 | +10,136 | 14.05% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 80,372 | 14,810 | 2.8% | 2.4% | 109 | +221 | 0.28% | Q1 2026 | May 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 80,082 | 14,758 | 0.04% | 0.03% | 110 | +2,270 | 2.92% | Q1 2026 | Apr 22, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 79,793 | 14,704 | 0.87% | 0.83% | 111 | -2,444 | -2.97% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 79,198 | 14,594 | 0.08% | 0.08% | 112 | -246 | -0.31% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 78,918 | 14,543 | 0.39% | 0.31% | 113 | +9,688 | 13.99% | Q1 2026 | May 01, 2026 |
| Roberts Financial Services LLC | History | Reduced | 77,301 | 14,245 | 4.53% | 5.34% | 114 | -18,597 | -19.39% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 77,201 | 14,226 | 0.17% | 0.17% | 115 | -5,814 | -7.0% | Q1 2026 | May 06, 2026 |
| Payne Capital Management, LLC | History | Added to | 76,180 | 14,038 | 4.25% | 4.16% | 116 | +1,878 | 2.53% | Q1 2026 | May 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 73,195 | 13,488 | 1.9% | 1.09% | 117 | +30,721 | 72.33% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 72,730 | 13,402 | 0.07% | 0.07% | 118 | +950 | 1.32% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 71,775 | 13,226 | 1.63% | 1.58% | 119 | -1,422 | -1.94% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 71,606 | 13,195 | 0.19% | 0.17% | 120 | +9,207 | 14.76% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 71,433 | 13,163 | 0.2% | 0.2% | 121 | -1,570 | -2.15% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | Reduced | 68,123 | 13,115 | 0.19% | 0.25% | 122 | -4,475 | -6.16% | Q1 2026 | Apr 20, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 71,072 | 13,097 | 3.15% | 3.07% | 123 | +4,946 | 7.48% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 70,773 | 13,042 | 0.23% | 0.22% | 124 | +770 | 1.1% | Q1 2026 | May 04, 2026 |
| Opes Wealth Management LLC | History | Added to | 69,713 | 12,846 | 2.11% | 1.97% | 125 | +1,494 | 2.19% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Added to | 68,837 | 12,685 | 1.52% | 1.5% | 126 | +2,550 | 3.85% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 68,776 | 12,673 | 0.36% | 0.15% | 127 | +38,843 | 129.77% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Reduced | 68,357 | 12,596 | 0.68% | 0.67% | 128 | -605 | -0.88% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 67,563 | 12,450 | 0.76% | 0.74% | 129 | -1,667,625 | -96.11% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 67,434 | 12,426 | 0.07% | 0.07% | 130 | +2,342 | 3.6% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 66,876 | 12,324 | 0.1% | 0.1% | 131 | +361 | 0.54% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 66,493 | 12,253 | 0.07% | 0.07% | 132 | +6,257 | 10.39% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 63,907 | 11,788 | 0.02% | 0.01% | 133 | +34,322 | 116.01% | Q1 2026 | May 15, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 63,487 | 11,699 | 3.54% | 3.35% | 134 | -370 | -0.58% | Q1 2026 | Apr 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 63,399 | 11,683 | 0.99% | 0.65% | 135 | +23,827 | 60.21% | Q1 2026 | Apr 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 63,354 | 11,674 | 0.48% | 0.46% | 136 | +1,644 | 2.66% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 63,297 | 11,664 | 0.27% | 0.27% | 137 | +181 | 0.29% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 62,157 | 11,454 | 0.06% | 0.05% | 138 | +7,642 | 14.02% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 61,840 | 11,395 | 0.24% | 0.03% | 139 | +53,600 | 650.49% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 61,279 | 11,292 | 0.06% | 0.06% | 140 | -1,920 | -3.04% | Q1 2026 | Apr 30, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 57,606 | 11,125 | 4.41% | 4.51% | 141 | -2,886 | -4.77% | Q1 2026 | Apr 27, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 59,092 | 10,889 | 7.58% | 7.39% | 142 | -171 | -0.29% | Q1 2026 | Apr 08, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 58,960 | 10,865 | 0.3% | 0.3% | 143 | -549 | -0.92% | Q1 2026 | May 07, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 57,117 | 10,799 | 2.19% | 2.2% | 144 | +1,166 | 2.08% | Q1 2026 | Apr 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 58,505 | 10,781 | 2.93% | 2.72% | 145 | +3,650 | 6.65% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 58,424 | 10,766 | 0.17% | 0.18% | 146 | +260 | 0.45% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 57,682 | 10,629 | 0.13% | 0.13% | 147 | +329 | 0.57% | Q1 2026 | May 01, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 57,318 | 10,562 | 1.21% | 1.2% | 148 | -3,508 | -5.77% | Q1 2026 | May 11, 2026 |
| TRB Wealth Management, LLC | History | New | 56,897 | 10,484 | 1.49% | — | 149 | +56,897 | New | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 54,916 | 10,119 | 0.29% | 0.3% | 150 | +2 | 0.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 54,616 | 10,064 | 0.32% | 0.03% | 151 | +44,454 | 437.45% | Q1 2026 | Apr 29, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 54,009 | 9,952 | 3.68% | 2.43% | 152 | +16,666 | 44.63% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 53,709 | 9,897 | 0.23% | 0.22% | 153 | +3,901 | 7.83% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 55,450 | 9,835 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ridgepath Capital Management LLC | History | New | 53,273 | 9,817 | 4.88% | — | 155 | +53,273 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 53,227 | 9,808 | 0.27% | 0.25% | 156 | -1,115 | -2.05% | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 53,136 | 9,791 | 0.0% | 0.0% | 157 | -2,688 | -4.82% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 52,670 | 9,706 | 0.16% | 0.13% | 158 | +7,782 | 17.34% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 52,399 | 9,656 | 0.27% | 0.26% | 159 | -914 | -1.71% | Q1 2026 | May 04, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 51,097 | 9,416 | 1.88% | 1.08% | 160 | +25,153 | 96.95% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 50,825 | 9,366 | 0.14% | 0.11% | 161 | +19,503 | 62.27% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 50,114 | 9,235 | 1.5% | 1.43% | 162 | +1,368 | 2.81% | Q1 2026 | Apr 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 49,603 | 9,140 | 0.72% | 0.57% | 163 | +6,904 | 16.17% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 49,413 | 9,105 | 0.53% | 0.51% | 164 | +1,197 | 2.48% | Q1 2026 | May 14, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 49,290 | 9,083 | 2.39% | 2.22% | 165 | +764 | 1.57% | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 49,265 | 9,078 | 0.21% | 0.06% | 166 | +32,845 | 200.03% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 48,766 | 8,986 | 2.18% | 1.54% | 167 | +14,774 | 43.46% | Q1 2026 | Apr 30, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 48,666 | 8,968 | 0.78% | — | 168 | +48,666 | New | Q1 2026 | May 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 47,041 | 8,668 | 0.22% | 0.22% | 169 | -581 | -1.22% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 46,740 | 8,613 | 2.18% | 2.24% | 170 | -1,644 | -3.4% | Q1 2026 | Apr 10, 2026 |
| Brickley Wealth Management | History | Reduced | 46,412 | 8,552 | 1.47% | 1.4% | 171 | -255 | -0.55% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Added to | 46,253 | 8,523 | 2.91% | 2.82% | 172 | +1,103 | 2.44% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 45,231 | 8,334 | 0.05% | 0.05% | 173 | -388 | -0.85% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 44,441 | 8,189 | 4.32% | 4.14% | 174 | -159 | -0.36% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Added to | 44,432 | 8,187 | 1.07% | 1.04% | 175 | +830 | 1.9% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 44,373 | 8,177 | 0.0% | 0.0% | 176 | +17,388 | 64.44% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 44,150 | 8,135 | 0.32% | 0.31% | 177 | -2,944 | -6.25% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 44,030 | 8,113 | 0.03% | 0.03% | 178 | -990 | -2.2% | Q1 2026 | May 14, 2026 |
| Thrive Capital Management, LLC | History | Added to | 44,019 | 8,111 | 1.78% | 1.08% | 179 | +16,580 | 60.42% | Q1 2026 | Apr 27, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 43,658 | 8,045 | 0.54% | 0.53% | 180 | +381 | 0.88% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 43,076 | 7,938 | 0.25% | 0.26% | 181 | -3,601 | -7.71% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 42,976 | 7,919 | 0.91% | 0.83% | 182 | +2,587 | 6.41% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 42,399 | 7,813 | 0.31% | 0.29% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 41,651 | 7,675 | 0.08% | 0.08% | 184 | +2,195 | 5.56% | Q1 2026 | Apr 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 41,197 | 7,591 | 0.78% | 0.8% | 185 | +78 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 40,976 | 7,551 | 1.54% | 1.45% | 186 | -531 | -1.28% | Q1 2026 | Apr 15, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 40,060 | 7,382 | 2.77% | 2.5% | 187 | +959 | 2.45% | Q1 2026 | May 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 39,962 | 7,364 | 2.59% | 1.06% | 188 | +23,118 | 137.25% | Q1 2026 | Apr 08, 2026 |
| Hilltop National Bank | History | Reduced | 39,375 | 7,256 | 1.73% | 1.72% | 189 | -685 | -1.71% | Q1 2026 | Apr 02, 2026 |
| SWAN Capital LLC | History | Reduced | 38,826 | 7,154 | 2.63% | 3.16% | 190 | -7,000 | -15.28% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 38,635 | 7,119 | 0.05% | 0.05% | 191 | +2,437 | 6.73% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 38,542 | 7,102 | 0.48% | 2.34% | 192 | -118,403 | -75.44% | Q1 2026 | Apr 20, 2026 |
| May Barnhard Investments LLC | History | Reduced | 38,071 | 7,015 | 3.41% | 3.19% | 193 | -24 | -0.06% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 37,961 | 6,995 | 0.45% | 0.45% | 194 | -1,090 | -2.79% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,982 | 6,815 | 0.01% | 0.01% | 195 | +10,049 | 37.31% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 36,751 | 6,772 | 1.77% | 1.68% | 196 | +2,164 | 6.26% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 36,452 | 6,716 | 0.89% | 0.75% | 197 | +9,449 | 34.99% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 35,914 | 6,618 | 0.04% | 0.04% | 198 | +6 | 0.02% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 34,881 | 6,427 | 0.2% | 0.15% | 199 | +11,477 | 49.04% | Q1 2026 | May 15, 2026 |
| Zeit Capital LLC | History | Reduced | 34,786 | 6,410 | 4.29% | 4.22% | 200 | -452 | -1.28% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,245 | 6,310 | 0.07% | 0.08% | 201 | +2,418 | 7.6% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 34,087 | 6,281 | 2.73% | 2.34% | 202 | +3,767 | 12.42% | Q1 2026 | Apr 16, 2026 |
| HFG Advisors, Inc. | History | Added to | 33,568 | 6,185 | 4.35% | 4.17% | 203 | +1,152 | 3.55% | Q1 2026 | May 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 33,469 | 6,167 | 0.75% | 0.75% | 204 | +216 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Reduced | 33,372 | 6,149 | 0.07% | 0.08% | 205 | -7,992 | -19.32% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 33,345 | 6,144 | 0.21% | 0.17% | 206 | +4,266 | 14.67% | Q1 2026 | Apr 22, 2026 |
| Echo45 Advisors LLC | History | Reduced | 33,199 | 6,117 | 3.44% | 3.37% | 207 | -64 | -0.19% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 32,963 | 6,074 | 1.97% | 1.67% | 208 | +3,465 | 11.75% | Q1 2026 | Apr 21, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 32,737 | 6,032 | 2.31% | 2.27% | 209 | +610 | 1.9% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 32,478 | 5,985 | 0.01% | 0.01% | 210 | -3,213 | -9.0% | Q1 2026 | May 01, 2026 |
| Forza Wealth Management, LLC | History | Added to | 32,337 | 5,959 | 2.07% | 2.01% | 211 | +935 | 2.98% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 32,023 | 5,901 | 0.11% | 0.09% | 212 | +2,791 | 9.55% | Q1 2026 | Apr 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 33,245 | 5,896 | 0.38% | 0.38% | 213 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bangor Savings Bank | History | Reduced | 31,959 | 5,889 | 0.47% | 0.5% | 214 | -3,326 | -9.43% | Q1 2026 | Apr 01, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 30,375 | 5,873 | 4.87% | 4.4% | 215 | +1,513 | 5.24% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 31,455 | 5,796 | 0.11% | 0.09% | 216 | -349 | -1.1% | Q1 2026 | Apr 22, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 31,279 | 5,764 | 1.81% | 1.73% | 217 | -151 | -0.48% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | Reduced | 31,128 | 5,736 | 0.08% | 0.08% | 218 | -3,430 | -9.93% | Q1 2026 | May 11, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 31,057 | 5,723 | 3.26% | 3.17% | 219 | -839 | -2.63% | Q1 2026 | Apr 09, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 31,025 | 5,717 | 0.62% | 0.69% | 220 | -5,826 | -15.81% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,510 | 5,633 | 0.05% | 0.06% | 221 | +527 | 1.76% | Q1 2026 | Apr 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 30,384 | 5,599 | 0.16% | 0.14% | 222 | -527 | -1.7% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,364 | 5,595 | 0.04% | 0.03% | 223 | +13,837 | 83.72% | Q1 2026 | May 15, 2026 |
| TAGStone Capital, Inc. | History | Added to | 30,101 | 5,547 | 1.96% | 1.98% | 224 | +74 | 0.25% | Q1 2026 | May 11, 2026 |
| King Wealth Management Group | History | Reduced | 29,809 | 5,493 | 0.69% | 0.65% | 225 | -580 | -1.91% | Q1 2026 | May 04, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 29,665 | 5,466 | 0.95% | 0.93% | 226 | -308 | -1.03% | Q1 2026 | Apr 23, 2026 |
| Glenview Trust Co | History | Reduced | 29,454 | 5,427 | 0.09% | 0.1% | 227 | -8,505 | -22.41% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 29,431 | 5,423 | 0.02% | 0.08% | 228 | -72,123 | -71.02% | Q1 2026 | May 15, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 29,233 | 5,387 | 0.78% | 0.75% | 229 | -662 | -2.21% | Q1 2026 | Apr 21, 2026 |
| Midwest Financial Group LLC | History | Added to | 28,848 | 5,316 | 2.27% | 2.25% | 230 | +115 | 0.4% | Q1 2026 | Apr 22, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 28,726 | 5,293 | 0.37% | 0.34% | 231 | +71 | 0.25% | Q1 2026 | May 05, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 28,630 | 5,275 | 1.68% | 1.59% | 232 | -18 | -0.06% | Q1 2026 | Apr 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 28,549 | 5,261 | 0.08% | 0.07% | 233 | +537 | 1.92% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 28,512 | 5,254 | 0.0% | 0.0% | 234 | +164 | 0.58% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,449 | 5,242 | 0.11% | 0.1% | 235 | +1,534 | 5.7% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 28,262 | 5,208 | 0.0% | 0.0% | 236 | +1,211 | 4.48% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 27,880 | 5,137 | 0.19% | 0.2% | 237 | -2,888 | -9.39% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 27,867 | 5,135 | 1.16% | 1.09% | 238 | +1,049 | 3.91% | Q1 2026 | Apr 02, 2026 |
| Strategic Advisors LLC | History | Added to | 27,772 | 5,117 | 0.85% | 0.62% | 239 | +5,429 | 24.3% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 27,654 | 5,096 | 3.33% | 3.39% | 240 | -607 | -2.15% | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 27,494 | 5,067 | 0.19% | 0.45% | 241 | +11,704 | 74.12% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 27,220 | 5,016 | 0.1% | 0.1% | 242 | -566 | -2.04% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,393 | 4,863 | 0.09% | 0.09% | 243 | +1,284 | 5.11% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services, LLC | History | Added to | 26,385 | 4,862 | 3.27% | 3.16% | 244 | +224 | 0.86% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 26,185 | 4,825 | 0.06% | 0.06% | 245 | +2,039 | 8.44% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 26,051 | 4,800 | 1.6% | 1.73% | 246 | -3,882 | -12.97% | Q1 2026 | May 13, 2026 |
| Hegarty Advisors, LLC | History | Added to | 25,561 | 4,710 | 3.71% | 2.49% | 247 | +9,372 | 57.89% | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 25,525 | 4,703 | 0.07% | 0.08% | 248 | -2,283 | -8.21% | Q1 2026 | Apr 10, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 25,410 | 4,681 | 3.14% | 3.4% | 249 | -2,189 | -7.93% | Q1 2026 | Apr 14, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 25,127 | 4,630 | 0.73% | 0.75% | 250 | -2,029 | -7.47% | Q1 2026 | Apr 29, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 24,899 | 4,588 | 1.8% | 1.87% | 251 | -927 | -3.59% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,837 | 4,576 | 0.06% | 0.06% | 252 | +850 | 3.54% | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 24,508 | 4,516 | 2.71% | 2.7% | 253 | +329 | 1.36% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 25,398 | 4,504 | 0.28% | 0.28% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPWM LLC | History | Reduced | 24,434 | 4,502 | 1.14% | 1.12% | 255 | -532 | -2.13% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Reduced | 24,403 | 4,497 | 0.14% | 0.25% | 256 | -23,464 | -49.02% | Q1 2026 | Apr 06, 2026 |
| Causey Wealth LLC | History | Reduced | 24,295 | 4,477 | 1.9% | 2.57% | 257 | -5,346 | -18.04% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 23,882 | 4,401 | 0.12% | 0.09% | 258 | +5,069 | 26.94% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 23,837 | 4,392 | 0.47% | 0.45% | 259 | -30 | -0.13% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 23,637 | 4,361 | 0.01% | 0.03% | 260 | -183 | -0.77% | Q1 2026 | May 12, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 23,490 | 4,328 | 1.09% | 1.08% | 261 | -179 | -0.76% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 23,440 | 4,319 | 0.0% | 0.0% | 262 | -55 | -0.23% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 23,362 | 4,305 | 1.18% | 1.18% | 263 | +397 | 1.73% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 23,318 | 4,297 | 0.42% | 0.37% | 264 | +26 | 0.11% | Q1 2026 | May 01, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 23,154 | 4,266 | 0.13% | — | 265 | +23,154 | New | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 23,149 | 4,265 | 0.08% | 0.08% | 266 | +14 | 0.06% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 23,002 | 4,238 | 0.35% | 0.38% | 267 | -1,630 | -6.62% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 22,825 | 4,206 | 0.08% | 0.08% | 268 | -272 | -1.18% | Q1 2026 | May 14, 2026 |
| Tacita Capital Inc | History | Reduced | 22,793 | 4,200 | 2.49% | 2.45% | 269 | -1,058 | -4.44% | Q1 2026 | May 07, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 23,669 | 4,198 | 1.11% | 1.11% | 270 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 22,545 | 4,154 | 0.47% | 0.41% | 271 | +975 | 4.52% | Q1 2026 | Apr 10, 2026 |
| Fee-Only Financial Planning, L.C. | History | Added to | 22,527 | 4,151 | 2.51% | 2.33% | 272 | +9 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Reduced | 22,199 | 4,090 | 0.02% | 0.02% | 273 | -691 | -3.02% | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | Added to | 22,183 | 4,087 | 0.42% | 0.35% | 274 | +560 | 2.59% | Q1 2026 | May 11, 2026 |
| Veridan Wealth LLC | History | Added to | 22,094 | 4,071 | 1.51% | 1.3% | 275 | +335 | 1.54% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 21,993 | 4,052 | 0.86% | 0.77% | 276 | +1,612 | 7.91% | Q1 2026 | May 08, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 21,945 | 4,043 | 2.48% | 1.4% | 277 | +10,121 | 85.6% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | New | 21,901 | 4,035 | 0.0% | — | 278 | +21,901 | New | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 21,791 | 4,015 | 1.19% | 1.11% | 279 | +1,047 | 5.05% | Q1 2026 | May 06, 2026 |
| Petix & Botte Co | History | Reduced | 21,749 | 4,007 | 0.89% | 0.9% | 280 | -522 | -2.34% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Reduced | 21,615 | 3,983 | 0.14% | 0.13% | 281 | -552 | -2.49% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 21,454 | 3,953 | 0.17% | 0.16% | 282 | +903 | 4.39% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 21,282 | 3,921 | 0.28% | — | 283 | +21,282 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 21,256 | 3,917 | 0.04% | 0.02% | 284 | +10,915 | 105.55% | Q1 2026 | May 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 21,233 | 3,912 | 0.59% | 0.62% | 285 | -925 | -4.17% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 21,203 | 3,907 | 0.04% | 0.05% | 286 | +347 | 1.66% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 21,194 | 3,905 | 0.57% | 1.0% | 287 | -17,494 | -45.22% | Q1 2026 | Apr 24, 2026 |
| RoundAngle Advisors LLC | History | Added to | 21,162 | 3,899 | 2.91% | 2.69% | 288 | +318 | 1.53% | Q1 2026 | Apr 08, 2026 |
| Q3 Asset Management | History | New | 20,909 | 3,853 | 0.93% | — | 289 | +20,909 | New | Q1 2026 | Apr 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 20,721 | 3,818 | 1.01% | 0.97% | 290 | -541 | -2.54% | Q1 2026 | Apr 22, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 20,690 | 3,812 | 1.49% | 1.42% | 291 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 20,400 | 3,759 | 2.49% | 2.44% | 292 | -32 | -0.16% | Q1 2026 | May 04, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 20,182 | 3,719 | 0.48% | 0.45% | 293 | +1,766 | 9.59% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 20,130 | 3,709 | 0.95% | 0.8% | 294 | +3,359 | 20.03% | Q1 2026 | Apr 29, 2026 |
| Prism Advisors, Inc. | History | Reduced | 19,918 | 3,670 | 0.98% | 0.94% | 295 | -20 | -0.1% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 19,896 | 3,666 | 0.14% | — | 296 | +19,896 | New | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 19,469 | 3,587 | 1.88% | 1.56% | 297 | -12,050 | -38.23% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,121 | 3,523 | 0.03% | 0.03% | 298 | +740 | 4.03% | Q1 2026 | May 08, 2026 |
| Baring Financial LLC | History | Added to | 18,961 | 3,494 | 2.14% | 2.04% | 299 | +59 | 0.31% | Q1 2026 | Apr 06, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 18,868 | 3,476 | 3.08% | 2.97% | 300 | +461 | 2.5% | Q1 2026 | Apr 10, 2026 |