VANGUARD SCOTTSDALE FUNDS - VONG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,119,779 | 8,349,578 | 0.61% | 0.45% | 1 | +24,863,877 | 48.51% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 28,823,535 | 3,161,653 | 0.47% | 0.07% | 2 | +25,086,363 | 671.27% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 16,782,350 | 1,840,855 | 0.49% | 0.27% | 3 | +8,608,153 | 105.31% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,736,578 | 1,068,005 | 0.06% | 0.06% | 4 | +1,078,844 | 12.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,492,332 | 1,041,213 | 1.11% | 1.36% | 5 | -719,133 | -7.04% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,659,298 | 620,768 | 2.39% | — | 6 | +5,659,298 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,184,899 | 568,731 | 0.12% | 0.03% | 7 | +4,171,526 | 411.65% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,066,913 | 555,789 | 0.15% | 0.12% | 8 | +1,645,822 | 48.11% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,240,387 | 465,128 | 0.09% | 0.09% | 9 | +10,488 | 0.25% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,975,193 | 435,800 | 0.1% | 0.11% | 10 | -378 | -0.01% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 3,592,959 | 394,111 | 0.17% | 0.19% | 11 | +101,656 | 2.91% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,481,927 | 381,932 | 2.14% | 2.41% | 12 | -63,250 | -1.78% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,114,782 | 341,660 | 0.11% | 0.12% | 13 | +4,998 | 0.16% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,556,697 | 328,888 | 2.12% | 2.32% | 14 | -1,225,243 | -44.04% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,027,559 | 246,855 | 8.35% | 8.35% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,150,175 | 235,852 | 0.16% | 0.01% | 16 | +2,028,571 | 1668.18% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,014,742 | 220,997 | 0.31% | 0.32% | 17 | +30,536 | 1.54% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,077,244 | 220,604 | 0.11% | 0.11% | 18 | +534,582 | 34.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,954,543 | 214,393 | 0.29% | 0.32% | 19 | +13,924 | 0.72% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,870,728 | 205,201 | 0.22% | 0.24% | 20 | +45,287 | 2.48% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,803,853 | 197,865 | 0.49% | 0.44% | 21 | +220,766 | 13.95% | Q1 2026 | Apr 22, 2026 |
| JABODON PT CO | History | Added to | 1,634,211 | 179,257 | 20.84% | 23.51% | 22 | +174,729 | 11.97% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,382,090 | 151,595 | 0.22% | 0.25% | 23 | -25,921 | -1.84% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,308,614 | 143,541 | 0.02% | 0.01% | 24 | +729,077 | 125.8% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,288,656 | 141,352 | 0.02% | 0.02% | 25 | +193,959 | 17.72% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,251,581 | 137,285 | 0.55% | 0.54% | 26 | +102,638 | 8.93% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,247,760 | 136,866 | 0.25% | 0.23% | 27 | +658,343 | 111.69% | Q1 2026 | May 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,131,214 | 124,082 | 0.15% | 0.17% | 28 | -40,915 | -3.49% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 1,095,021 | 120,112 | 8.52% | 9.25% | 29 | +41,771 | 3.97% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,073,317 | 117,732 | 0.62% | 0.74% | 30 | +209,889 | 24.31% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 991,753 | 108,784 | 0.15% | 0.15% | 31 | +161,989 | 19.52% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,007,536 | 106,516 | 0.01% | 0.01% | 32 | +339,971 | 50.93% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 960,375 | 105,343 | 0.06% | 0.06% | 33 | +41,377 | 4.5% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 907,508 | 99,396 | 0.14% | 0.13% | 34 | +6,773 | 0.75% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 863,072 | 94,670 | 5.37% | 4.8% | 35 | +141,741 | 19.65% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 846,825 | 92,888 | 1.51% | 1.86% | 36 | -32,850 | -3.73% | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 775,133 | 85,024 | 0.61% | 0.8% | 37 | -181,144 | -18.94% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 673,006 | 81,938 | 0.33% | 0.33% | 38 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 720,571 | 79,039 | 0.34% | 0.22% | 39 | +286,919 | 66.16% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 716,080 | 78,546 | 0.14% | 0.08% | 40 | +351,409 | 96.36% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 695,315 | 76,269 | 7.43% | 7.54% | 41 | +61,473 | 9.7% | Q1 2026 | Apr 29, 2026 |
| LPWM LLC | History | Added to | 660,553 | 72,456 | 18.28% | 20.26% | 42 | +840 | 0.13% | Q1 2026 | Apr 08, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 654,798 | 71,824 | 13.73% | 14.47% | 43 | +29,129 | 4.66% | Q1 2026 | Apr 09, 2026 |
| Wealthquest Corp | History | No change | 582,273 | 70,891 | 5.35% | 5.35% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 93 Financial Group, LLC | History | Added to | 599,199 | 65,726 | 29.31% | 31.37% | 45 | +7,455 | 1.26% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 581,773 | 63,814 | 0.68% | 0.8% | 46 | -39,647 | -6.38% | Q1 2026 | May 11, 2026 |
| Waldron Private Wealth LLC | History | Added to | 546,367 | 59,931 | 2.34% | 2.59% | 47 | +7,881 | 1.46% | Q1 2026 | Apr 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 537,037 | 58,907 | 2.54% | 2.59% | 48 | +26,317 | 5.15% | Q1 2026 | May 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 531,649 | 58,316 | 3.76% | 3.72% | 49 | +54,596 | 11.44% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 588,709 | 57,969 | 0.1% | 0.12% | 50 | +10,764 | 1.86% | Q1 2026 | May 14, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 527,960 | 57,911 | 23.03% | 24.77% | 51 | +8,854 | 1.71% | Q1 2026 | Apr 28, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 521,411 | 57,193 | 5.51% | 6.0% | 52 | -8,458 | -1.6% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 499,341 | 54,772 | 0.66% | 0.69% | 53 | +6,769 | 1.37% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 464,754 | 50,978 | 0.06% | 0.06% | 54 | +42,339 | 10.02% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 457,066 | 50,135 | 0.1% | 0.11% | 55 | +1,594 | 0.35% | Q1 2026 | May 06, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 454,592 | 49,864 | 10.79% | 7.0% | 56 | +189,292 | 71.35% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 441,472 | 48,425 | 0.61% | 0.55% | 57 | +76,549 | 20.98% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 440,360 | 48,303 | 1.28% | 1.35% | 58 | +10,677 | 2.48% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 416,362 | 45,670 | 1.25% | 0.63% | 59 | +245,706 | 143.98% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 355,648 | 43,588 | 0.65% | 0.66% | 60 | +81,972 | 29.95% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 391,535 | 42,947 | 0.39% | 0.84% | 61 | -157,384 | -28.67% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 386,161 | 42,358 | 2.57% | 1.4% | 62 | -4,397,728 | -91.93% | Q1 2026 | May 12, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 384,641 | 42,191 | 10.52% | 11.09% | 63 | +16,925 | 4.6% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 375,591 | 41,198 | 0.01% | 0.01% | 64 | +10,811 | 2.96% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 366,453 | 40,122 | 0.05% | — | 65 | +366,453 | New | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 359,732 | 39,458 | 3.02% | 3.08% | 66 | +20,684 | 6.1% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 359,470 | 39,430 | 0.19% | 0.24% | 67 | +32 | 0.01% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 355,836 | 39,032 | 0.05% | 0.02% | 68 | +266,260 | 297.24% | Q1 2026 | May 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 345,222 | 37,867 | 4.35% | 4.05% | 69 | +22,658 | 7.02% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 339,365 | 37,224 | 2.23% | 2.44% | 70 | +9,805 | 2.98% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 330,905 | 36,297 | 0.11% | 0.13% | 71 | -26,771 | -7.48% | Q1 2026 | May 13, 2026 |
| LVW Advisors, LLC | History | Reduced | 319,679 | 35,065 | 3.34% | 5.09% | 72 | -92,948 | -22.53% | Q1 2026 | Apr 20, 2026 |
| Steele Capital Management, Inc. | History | Added to | 306,128 | 33,579 | 1.39% | 1.58% | 73 | +4,578 | 1.52% | Q1 2026 | Apr 29, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 300,323 | 32,942 | 11.39% | 12.35% | 74 | +7,516 | 2.57% | Q1 2026 | May 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 264,062 | 32,149 | 3.57% | 3.57% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cynosure Group, LLC | History | Added to | 262,913 | 32,009 | 4.0% | 0.24% | 76 | +259,515 | 7637.29% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 291,387 | 31,962 | 0.61% | 0.59% | 77 | +34,497 | 13.43% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 290,288 | 31,841 | 0.66% | 0.62% | 78 | +49,636 | 20.63% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 290,126 | 30,672 | 0.95% | 0.98% | 79 | +21,697 | 8.08% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 279,252 | 30,631 | 0.19% | 0.21% | 80 | -2,336 | -0.83% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 275,151 | 30,181 | 0.08% | 0.1% | 81 | -71,079 | -20.53% | Q1 2026 | May 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 265,499 | 29,122 | 1.07% | — | 82 | +265,499 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 263,711 | 28,926 | 1.76% | 2.22% | 83 | -26,013 | -8.98% | Q1 2026 | Apr 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 230,015 | 28,004 | 4.04% | 4.04% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 252,935 | 27,744 | 0.13% | 0.14% | 85 | +9,740 | 4.01% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 224,998 | 27,393 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 248,740 | 27,284 | 2.15% | 0.76% | 87 | +172,713 | 227.17% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 223,090 | 27,161 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 246,834 | 27,075 | 7.15% | 7.7% | 89 | +18,872 | 8.28% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 240,818 | 26,653 | 0.05% | 0.06% | 90 | -119,053 | -33.08% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Added to | 236,938 | 25,989 | 0.24% | 0.18% | 91 | +72,160 | 43.79% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 235,754 | 25,859 | 0.18% | 0.21% | 92 | +12,154 | 5.44% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 221,330 | 24,278 | 0.06% | 0.07% | 93 | -7,733 | -3.38% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 218,649 | 23,989 | 0.12% | 0.13% | 94 | +13,154 | 6.4% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 216,794 | 23,780 | 1.99% | 2.15% | 95 | -1,507 | -0.69% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 193,068 | 23,506 | 0.42% | 0.42% | 96 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 210,556 | 23,095 | 0.11% | 0.08% | 97 | -1,864 | -0.88% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 208,274 | 22,845 | 0.36% | 0.41% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 206,674 | 22,670 | 7.49% | 8.57% | 99 | +13,234 | 6.84% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 204,728 | 22,456 | 4.4% | 4.69% | 100 | +2,784 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 204,331 | 22,413 | 4.41% | 4.83% | 101 | +4,373 | 2.19% | Q1 2026 | May 11, 2026 |
| Perkins Coie Trust Co | History | Added to | 202,524 | 22,214 | 4.27% | 4.51% | 102 | +3,740 | 1.88% | Q1 2026 | Apr 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 197,948 | 21,713 | 0.25% | 0.23% | 103 | +37,186 | 23.13% | Q1 2026 | May 01, 2026 |
| Elite Financial, Inc. | History | Reduced | 194,373 | 21,320 | 9.56% | 10.91% | 104 | -2,695 | -1.37% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 184,848 | 20,276 | 0.25% | 0.26% | 105 | +11,133 | 6.41% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 182,935 | 20,066 | 0.02% | 0.02% | 106 | +5,125 | 2.88% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 155,213 | 19,740 | 0.39% | 0.45% | 107 | -11,459 | -6.88% | Q1 2026 | May 11, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 170,887 | 18,744 | 14.32% | 17.41% | 108 | +1,127 | 0.66% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 170,845 | 18,740 | 0.12% | 0.13% | 109 | +1,517 | 0.9% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 168,410 | 18,473 | 0.3% | 0.25% | 110 | +68,647 | 68.81% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Added to | 163,154 | 17,896 | 0.88% | 0.72% | 111 | +42,804 | 35.57% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 162,334 | 17,806 | 0.07% | 0.07% | 112 | +1,247 | 0.77% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 159,489 | 17,494 | 0.03% | 0.03% | 113 | +2,971 | 1.9% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 159,274 | 17,470 | 1.13% | 0.83% | 114 | +55,416 | 53.36% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 157,300 | 17,254 | 0.02% | 0.0% | 115 | +132,653 | 538.21% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Added to | 153,990 | 16,891 | 2.49% | 2.29% | 116 | +38,400 | 33.22% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 153,900 | 16,881 | 0.01% | 0.1% | 117 | -440,200 | -74.1% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 150,664 | 16,526 | 0.03% | 0.02% | 118 | +42,796 | 39.67% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Added to | 148,262 | 16,262 | 0.06% | 0.05% | 119 | +12,561 | 9.26% | Q1 2026 | May 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 148,173 | 16,253 | 6.54% | 9.16% | 120 | -26,850 | -15.34% | Q1 2026 | May 13, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 146,265 | 16,043 | 2.33% | 2.73% | 121 | +914 | 0.63% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 145,726 | 15,984 | 0.06% | 0.06% | 122 | +19,654 | 15.59% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 143,583 | 15,749 | 6.8% | 6.89% | 123 | +12,901 | 9.87% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 140,294 | 15,388 | 0.51% | 0.54% | 124 | +4,797 | 3.54% | Q1 2026 | Apr 22, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 137,582 | 15,091 | 3.92% | 4.31% | 125 | +10,851 | 8.56% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 121,824 | 14,832 | 2.91% | 2.91% | 126 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 131,345 | 14,407 | 0.08% | 0.08% | 127 | +1,177 | 0.9% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 129,083 | 14,159 | 0.02% | 0.03% | 128 | -1,593 | -1.22% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Added to | 129,028 | 14,153 | 1.39% | 1.44% | 129 | +113 | 0.09% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Added to | 126,290 | 13,852 | 4.0% | 4.2% | 130 | +10,248 | 8.83% | Q1 2026 | May 15, 2026 |
| 71 West Capital Partners | History | Added to | 124,767 | 13,685 | 0.6% | 0.68% | 131 | +3,473 | 2.86% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 122,491 | 13,436 | 0.1% | 0.16% | 132 | -36,957 | -23.18% | Q1 2026 | Apr 15, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 118,045 | 12,948 | 1.12% | 1.35% | 133 | -13,553 | -10.3% | Q1 2026 | May 07, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 114,740 | 12,586 | 0.6% | 0.89% | 134 | -36,080 | -23.92% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 113,001 | 12,395 | 0.01% | 0.01% | 135 | +7,909 | 7.53% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 112,650 | 12,356 | 0.06% | 0.06% | 136 | +18,318 | 19.42% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 109,925 | 12,057 | 0.26% | 0.27% | 137 | +6,614 | 6.4% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 107,153 | 11,753 | 0.09% | 0.09% | 138 | +3,019 | 2.9% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 106,236 | 11,653 | 1.02% | — | 139 | +106,236 | New | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 105,626 | 11,586 | 0.0% | 0.0% | 140 | +8,860 | 9.16% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Added to | 104,970 | 11,514 | 7.32% | 7.82% | 141 | +684 | 0.66% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 103,650 | 11,369 | 0.23% | 0.26% | 142 | -2,587 | -2.44% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Added to | 93,497 | 11,327 | 1.07% | 0.93% | 143 | +9,405 | 11.18% | Q1 2026 | May 19, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 101,346 | 11,260 | 8.94% | 7.82% | 144 | +6,131 | 6.44% | Q1 2026 | Apr 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 100,745 | 11,050 | 2.92% | 3.11% | 145 | +8,879 | 9.67% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 95,655 | 10,492 | 1.45% | 1.69% | 146 | +101 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 96,303 | 10,181 | 0.37% | 0.45% | 147 | -1,003 | -1.03% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 89,176 | 9,781 | 0.24% | 0.27% | 148 | -1,759 | -1.93% | Q1 2026 | Apr 29, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 89,163 | 9,780 | 0.39% | 0.36% | 149 | +10,792 | 13.77% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 88,260 | 9,681 | 0.26% | 0.01% | 150 | +86,226 | 4239.23% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 85,543 | 9,383 | 0.07% | 0.07% | 151 | +21,769 | 34.13% | Q1 2026 | Apr 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 85,096 | 9,334 | 0.01% | 0.0% | 152 | +59,370 | 230.78% | Q1 2026 | May 12, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 84,858 | 9,308 | 0.76% | 0.64% | 153 | +23,067 | 37.33% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 84,739 | 9,294 | 0.05% | 0.06% | 154 | -7,761 | -8.39% | Q1 2026 | May 05, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 84,484 | 9,266 | 4.82% | 4.98% | 155 | +12,740 | 17.76% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 82,117 | 9,007 | 0.07% | 0.08% | 156 | -531 | -0.64% | Q1 2026 | May 14, 2026 |
| Base Wealth Management LLC | History | Reduced | 80,976 | 8,882 | 4.97% | 5.89% | 157 | -8,841 | -9.84% | Q1 2026 | Apr 29, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 80,362 | 8,814 | 4.28% | 4.88% | 158 | -22 | -0.03% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 79,700 | 8,742 | 0.01% | — | 159 | +79,700 | New | Q1 2026 | May 14, 2026 |
| Darrow Company, Inc. | History | Added to | 79,346 | 8,703 | 3.92% | 4.3% | 160 | +670 | 0.85% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 79,111 | 8,677 | 0.16% | 0.2% | 161 | -8,363 | -9.56% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 78,895 | 8,653 | 1.65% | 1.58% | 162 | +8,178 | 11.56% | Q1 2026 | Apr 03, 2026 |
| Hurley Capital, LLC | History | Reduced | 77,243 | 8,472 | 4.54% | 5.68% | 163 | -6,095 | -7.31% | Q1 2026 | May 06, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 65,644 | 8,348 | 3.67% | 3.35% | 164 | +6,077 | 10.2% | Q1 2026 | May 11, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 75,145 | 8,242 | 0.71% | — | 165 | +75,145 | New | Q1 2026 | May 14, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 74,735 | 8,197 | 6.41% | 6.86% | 166 | +10,597 | 16.52% | Q1 2026 | May 12, 2026 |
| Blue Barn Wealth, LLC | History | No change | 65,558 | 7,981 | 11.62% | 11.62% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 72,331 | 7,934 | 0.0% | 0.0% | 168 | +1,326 | 1.87% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 62,340 | 7,589 | 3.29% | 3.29% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | Reduced | 68,990 | 7,567 | 2.78% | 3.56% | 170 | -6,165 | -8.2% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 68,575 | 7,521 | 0.76% | 0.55% | 171 | +23,822 | 53.23% | Q1 2026 | Apr 30, 2026 |
| Empire Life Investments Inc. | History | Added to | 67,070 | 7,423 | 0.45% | 0.32% | 172 | +19,840 | 42.01% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 67,595 | 7,414 | 0.06% | 0.02% | 173 | +55,491 | 458.45% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 69,033 | 7,298 | 1.11% | 1.45% | 174 | -8,545 | -11.01% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | Added to | 64,245 | 7,047 | 0.15% | 0.15% | 175 | +12,308 | 23.7% | Q1 2026 | May 04, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 64,065 | 7,027 | 5.39% | 5.63% | 176 | +2,887 | 4.72% | Q1 2026 | Apr 22, 2026 |
| Advisory Resource Group | History | Added to | 64,018 | 7,022 | 1.21% | 1.27% | 177 | +4,553 | 7.66% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 62,902 | 6,899 | 0.7% | 0.78% | 178 | -79 | -0.13% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 62,704 | 6,878 | 0.2% | 0.23% | 179 | -1,660 | -2.58% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 61,213 | 6,714 | 0.23% | 0.22% | 180 | +13,601 | 28.57% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 60,897 | 6,679 | 0.14% | 0.16% | 181 | +1,971 | 3.34% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 60,046 | 6,586 | 0.0% | 0.0% | 182 | +2,431 | 4.22% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 59,614 | 6,539 | 0.04% | 0.04% | 183 | +1,080 | 1.85% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 59,374 | 6,512 | 0.12% | 0.03% | 184 | +45,686 | 333.77% | Q1 2026 | Apr 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 58,995 | 6,471 | 0.22% | 0.26% | 185 | -2,638 | -4.28% | Q1 2026 | Apr 17, 2026 |
| ERn Financial, LLC | History | Reduced | 58,878 | 6,458 | 1.21% | 1.36% | 186 | -432 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 57,507 | 6,307 | 0.66% | 0.76% | 187 | +212 | 0.37% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 57,368 | 6,292 | 0.01% | 0.01% | 188 | +24,309 | 73.53% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 57,202 | 6,274 | 0.09% | 0.1% | 189 | -614 | -1.06% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 57,186 | 6,272 | 0.0% | 0.0% | 190 | -20,848 | -26.72% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 56,329 | 6,178 | 0.08% | 0.04% | 191 | +31,222 | 124.36% | Q1 2026 | Apr 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 55,746 | 6,114 | 2.7% | 2.76% | 192 | +5,233 | 10.36% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 55,637 | 6,102 | 1.32% | 1.35% | 193 | +2,965 | 5.63% | Q1 2026 | May 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 55,169 | 6,051 | 0.43% | 0.5% | 194 | -1,861 | -3.26% | Q1 2026 | May 06, 2026 |
| Aurelius Family Office LLC | History | Added to | 54,877 | 6,019 | 2.62% | 2.78% | 195 | +1,806 | 3.4% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 54,665 | 5,996 | 0.05% | 0.05% | 196 | +7,094 | 14.91% | Q1 2026 | May 01, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 49,186 | 5,988 | 0.46% | 0.46% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 54,510 | 5,979 | 0.22% | 0.23% | 198 | +2,543 | 4.89% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | Added to | 54,278 | 5,953 | 0.1% | 0.1% | 199 | +8,224 | 17.86% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Reduced | 54,060 | 5,929 | 0.1% | 0.17% | 200 | -30,219 | -35.86% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 53,376 | 5,854 | 0.0% | 0.01% | 201 | -194,714 | -78.49% | Q1 2026 | May 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 52,959 | 5,809 | 3.35% | 3.65% | 202 | +348 | 0.66% | Q1 2026 | Apr 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 52,584 | 5,767 | 0.36% | 0.39% | 203 | +1,644 | 3.23% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 50,703 | 5,561 | 0.14% | 0.12% | 204 | +14,218 | 38.97% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 50,054 | 5,490 | 0.04% | 0.04% | 205 | +4,584 | 10.08% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,267 | 5,342 | 0.05% | 0.06% | 206 | +2,682 | 5.88% | Q1 2026 | Apr 07, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 48,580 | 5,328 | 0.61% | 0.96% | 207 | -19,477 | -28.62% | Q1 2026 | Apr 28, 2026 |
| Crumly & Associates Inc. | History | Reduced | 48,458 | 5,315 | 1.12% | 1.33% | 208 | -3,817 | -7.3% | Q1 2026 | Apr 02, 2026 |
| Wealth Advisory Team LLC | History | No change | 43,280 | 5,269 | 4.66% | 4.66% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 47,314 | 5,237 | 0.57% | 0.59% | 210 | +2,717 | 6.09% | Q1 2026 | May 06, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 47,627 | 5,224 | 2.6% | 3.2% | 211 | -394 | -0.82% | Q1 2026 | May 14, 2026 |
| Blue Capital, Inc. | History | Reduced | 47,518 | 5,212 | 3.4% | 4.21% | 212 | -1,007 | -2.08% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 46,252 | 5,073 | 0.09% | 0.11% | 213 | -815 | -1.73% | Q1 2026 | Apr 17, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 45,641 | 5,006 | 2.74% | 2.95% | 214 | +7 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 45,391 | 4,978 | 0.02% | 0.03% | 215 | +954 | 2.15% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 45,177 | 4,955 | 0.01% | 0.01% | 216 | -687 | -1.5% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 45,168 | 4,954 | 0.48% | 0.54% | 217 | +694 | 1.56% | Q1 2026 | Apr 22, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 45,046 | 4,941 | 0.95% | 0.56% | 218 | +22,481 | 99.63% | Q1 2026 | Apr 21, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 42,359 | 4,646 | 1.31% | 1.52% | 219 | +331 | 0.79% | Q1 2026 | Apr 22, 2026 |
| Certified Advisory Corp | History | Reduced | 42,192 | 4,628 | 0.42% | 0.48% | 220 | -1,153 | -2.66% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 41,468 | 4,583 | 0.01% | 0.0% | 221 | +41,154 | 13106.37% | Q1 2026 | May 12, 2026 |
| Auour Investments LLC | History | Added to | 40,740 | 4,468 | 1.41% | 1.54% | 222 | +1,076 | 2.71% | Q1 2026 | Apr 20, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 40,739 | 4,468 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 40,683 | 4,462 | 0.07% | 0.08% | 224 | -261 | -0.64% | Q1 2026 | Apr 07, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 36,211 | 4,408 | 1.47% | 1.47% | 225 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| PFG Advisors | History | Reduced | 39,969 | 4,384 | 0.21% | 0.24% | 226 | -1,256 | -3.05% | Q1 2026 | May 05, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 39,836 | 4,369 | 1.58% | 1.67% | 227 | +54 | 0.14% | Q1 2026 | May 11, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 39,079 | 4,286 | 0.6% | 0.7% | 228 | -2,733 | -6.54% | Q1 2026 | Apr 30, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 38,781 | 4,254 | 0.07% | 0.09% | 229 | -5,720 | -12.85% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Added to | 38,501 | 4,223 | 1.49% | 1.72% | 230 | +496 | 1.31% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 38,142 | 4,183 | 0.15% | 0.32% | 231 | -35,711 | -48.35% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 38,103 | 4,179 | 0.29% | 0.25% | 232 | +5 | 0.01% | Q1 2026 | May 11, 2026 |
| COFG Advisors, LLC | History | Added to | 37,652 | 4,130 | 1.02% | 0.9% | 233 | +7,869 | 26.42% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 37,435 | 4,106 | 0.09% | 0.1% | 234 | -11 | -0.03% | Q1 2026 | May 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 37,067 | 4,099 | 0.51% | 0.53% | 235 | -792 | -2.09% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 36,800 | 4,036 | 0.36% | 0.41% | 236 | +5,434 | 17.32% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 36,520 | 4,005 | 0.02% | 0.01% | 237 | +26,596 | 268.0% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | New | 36,288 | 3,980 | 0.14% | — | 238 | +36,288 | New | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | New | 36,234 | 3,974 | 0.32% | — | 239 | +36,234 | New | Q1 2026 | Apr 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 36,222 | 3,973 | 0.06% | 0.08% | 240 | -4,464 | -10.97% | Q1 2026 | May 11, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 36,198 | 3,970 | 0.33% | 0.36% | 241 | -210 | -0.58% | Q1 2026 | Apr 21, 2026 |
| One Day In July LLC | History | Added to | 36,174 | 3,967 | 0.32% | 0.35% | 242 | +1,038 | 2.95% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 35,703 | 3,916 | 0.13% | 0.18% | 243 | -8,226 | -18.73% | Q1 2026 | May 07, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 35,527 | 3,896 | 0.22% | 0.24% | 244 | -388 | -1.08% | Q1 2026 | Apr 14, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 35,396 | 3,882 | 0.09% | 0.11% | 245 | -2,864 | -7.49% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 34,940 | 3,832 | 0.56% | 0.65% | 246 | -849 | -2.37% | Q1 2026 | Apr 21, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 34,779 | 3,814 | 0.17% | 0.2% | 247 | -3,751 | -9.74% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 34,756 | 3,812 | 0.5% | 0.5% | 248 | +3,139 | 9.93% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | Added to | 34,059 | 3,735 | 2.69% | 2.86% | 249 | +2,120 | 6.64% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 33,835 | 3,711 | 0.05% | 0.05% | 250 | +2,128 | 6.71% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 33,813 | 3,708 | 0.3% | 0.34% | 251 | -20 | -0.06% | Q1 2026 | May 06, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 40,650 | 3,683 | 0.94% | 1.02% | 252 | -974 | -2.34% | Q1 2026 | Apr 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 32,929 | 3,612 | 0.25% | 0.35% | 254 | -13,537 | -29.13% | Q1 2026 | May 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 32,934 | 3,612 | 0.07% | 0.06% | 253 | +6,402 | 24.13% | Q1 2026 | Apr 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 32,465 | 3,561 | 0.02% | 0.02% | 255 | -1,919 | -5.58% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,128 | 3,524 | 0.16% | 0.2% | 256 | -4,913 | -13.26% | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | Reduced | 31,882 | 3,497 | 2.81% | 2.98% | 257 | -1,601 | -4.78% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 31,759 | 3,483 | 0.19% | 0.19% | 258 | +3,223 | 11.29% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 31,451 | 3,449 | 0.12% | 0.14% | 259 | -630 | -1.96% | Q1 2026 | Apr 14, 2026 |
| Headlands Technologies LLC | History | New | 31,361 | 3,439 | 0.39% | — | 260 | +31,361 | New | Q1 2026 | May 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 31,133 | 3,414 | 3.02% | 3.24% | 261 | -12,856 | -29.23% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,811 | 3,379 | 0.02% | 0.02% | 262 | +1,840 | 6.35% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 27,701 | 3,372 | 0.0% | 0.01% | 263 | -260,471 | -90.39% | Q1 2026 | May 15, 2026 |
| Westshore Wealth, LLC | History | No change | 27,628 | 3,363 | 1.11% | 1.11% | 264 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 30,508 | 3,346 | 1.66% | 1.74% | 265 | +1,955 | 6.85% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 30,382 | 3,332 | 0.07% | 0.01% | 266 | +27,392 | 916.12% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 30,082 | 3,299 | 0.05% | 0.06% | 267 | -1,749 | -5.49% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,100 | 3,215 | 0.07% | 0.08% | 268 | -174 | -0.66% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 29,204 | 3,203 | 0.01% | 0.01% | 269 | +1,583 | 5.73% | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 26,028 | 3,168 | 0.92% | 0.92% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 28,257 | 3,099 | 0.17% | 0.58% | 271 | -52,054 | -64.82% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | Added to | 27,662 | 3,034 | 1.21% | 0.89% | 272 | +8,439 | 43.9% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 26,609 | 2,918 | 0.14% | 0.16% | 273 | -401 | -1.48% | Q1 2026 | Apr 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 26,313 | 2,886 | 0.06% | 0.07% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 26,265 | 2,881 | 0.11% | 0.15% | 275 | +104 | 0.4% | Q1 2026 | May 19, 2026 |
| Inspire Advisors, LLC | History | Reduced | 26,205 | 2,874 | 0.23% | 0.29% | 276 | -82 | -0.31% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Reduced | 26,157 | 2,869 | 0.67% | 0.74% | 277 | -30 | -0.11% | Q1 2026 | May 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 26,116 | 2,864 | 0.32% | 0.36% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 26,017 | 2,853 | 0.21% | 0.32% | 279 | -12,306 | -32.11% | Q1 2026 | Apr 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 25,545 | 2,801 | 0.06% | — | 280 | +25,545 | New | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 25,056 | 2,757 | 0.2% | 0.3% | 281 | -8,119 | -24.47% | Q1 2026 | May 05, 2026 |
| M3 Advisory Group, LLC | History | No change | 25,054 | 2,748 | 1.69% | 1.86% | 282 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunpointe, LLC | History | Added to | 24,961 | 2,737 | 0.9% | 0.99% | 283 | +512 | 2.09% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 24,685 | 2,707 | 0.44% | 0.25% | 284 | +11,791 | 91.45% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 22,001 | 2,693 | 0.05% | — | 285 | +22,001 | New | Q1 2026 | May 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 24,170 | 2,651 | 0.02% | 0.02% | 286 | +3,566 | 17.31% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 21,623 | 2,632 | 0.2% | 0.2% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,525 | 2,580 | 0.01% | 0.01% | 288 | +12,945 | 122.35% | Q1 2026 | May 14, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 23,500 | 2,578 | 0.74% | 0.71% | 289 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 23,388 | 2,564 | 0.33% | 0.39% | 290 | +519 | 2.27% | Q1 2026 | Apr 15, 2026 |
| Embree Financial Group | History | Added to | 23,276 | 2,553 | 0.3% | 0.27% | 291 | +4,955 | 27.05% | Q1 2026 | Apr 23, 2026 |
| STEPH & CO | History | Added to | 22,832 | 2,504 | 0.71% | 0.79% | 292 | +217 | 0.96% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 22,488 | 2,466 | 0.06% | — | 293 | +22,488 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 22,277 | 2,443 | 0.07% | 0.56% | 294 | -135,011 | -85.84% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,231 | 2,438 | 0.03% | — | 295 | +22,231 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 22,071 | 2,421 | 0.03% | 0.03% | 296 | +6,866 | 45.16% | Q1 2026 | May 15, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 21,795 | 2,390 | 2.25% | 3.13% | 297 | -4,021 | -15.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,455 | 2,353 | 0.0% | 0.0% | 298 | -210 | -0.97% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,402 | 2,347 | 0.03% | 0.02% | 299 | +13,392 | 167.19% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 21,382 | 2,345 | 0.81% | 0.91% | 300 | +682 | 3.29% | Q1 2026 | Apr 23, 2026 |