VANGUARD SCOTTSDALE FUNDS - VONV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 31,311,151 | 2,935,107 | 0.44% | 0.04% | 1 | +28,657,725 | 1080.03% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 26,151,759 | 2,451,465 | 0.65% | 0.29% | 2 | +14,733,438 | 129.03% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,989,192 | 2,155,006 | 0.16% | 0.17% | 3 | -2,019,282 | -8.07% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,595,856 | 618,295 | 0.13% | 0.03% | 4 | +5,262,552 | 394.7% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,784,848 | 542,271 | 2.09% | — | 5 | +5,784,848 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 5,745,624 | 538,594 | 0.03% | 0.03% | 6 | +220,606 | 3.99% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,989,279 | 280,214 | 0.19% | 0.0% | 7 | +2,915,374 | 3944.76% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,955,832 | 272,823 | 9.22% | 9.22% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,369,013 | 222,071 | 0.03% | 0.03% | 9 | -315,190 | -11.74% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | No change | 2,362,300 | 221,442 | 2.1% | 2.36% | 10 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,242,978 | 210,256 | 0.06% | 0.05% | 11 | +433,821 | 23.98% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,821,200 | 170,719 | 2.44% | 2.25% | 12 | +349,070 | 23.71% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,718,133 | 161,058 | 0.4% | 0.35% | 13 | +60,226 | 3.63% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,569,045 | 147,082 | 0.03% | 0.02% | 14 | +166,899 | 11.9% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,548,170 | 145,125 | 0.04% | 0.04% | 15 | +13,283 | 0.87% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,492,477 | 139,904 | 0.2% | 0.18% | 16 | +47,589 | 3.29% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 937,175 | 139,405 | 0.9% | 0.55% | 17 | +67,226 | 7.73% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,370,202 | 128,442 | 0.17% | 0.18% | 18 | -91,010 | -6.23% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,193,702 | 111,897 | 0.45% | 0.43% | 19 | -18,511 | -1.53% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,176,058 | 110,260 | 0.03% | 0.02% | 20 | +335,780 | 39.96% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,086,914 | 101,887 | 5.78% | 4.42% | 21 | +210,367 | 24.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 1,044,856 | 97,944 | 0.04% | 0.04% | 22 | -31,356 | -2.91% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 963,518 | 90,357 | 0.13% | 0.13% | 23 | -18,453 | -1.88% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 915,963 | 85,862 | 8.37% | 8.14% | 24 | +13,401 | 1.48% | Q1 2026 | Apr 29, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 749,976 | 70,302 | 13.44% | 13.18% | 25 | -1,690 | -0.22% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 724,515 | 67,916 | 0.04% | 0.04% | 26 | -47,334 | -6.13% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 708,137 | 66,379 | 0.01% | 0.01% | 27 | +76,564 | 12.12% | Q1 2026 | May 15, 2026 |
| Adventist Health System/ West | History | No change | 692,800 | 64,943 | 11.52% | 10.75% | 28 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 658,257 | 60,447 | 0.0% | 0.0% | 29 | +71,836 | 12.25% | Q1 2026 | May 13, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 615,768 | 57,721 | 22.96% | 22.07% | 30 | +5,651 | 0.93% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 566,284 | 52,177 | 0.03% | 0.02% | 31 | +278,423 | 96.72% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 550,370 | 51,591 | 0.09% | 0.09% | 32 | +24,556 | 4.67% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 543,867 | 50,982 | 3.1% | 1.05% | 33 | -4,182,849 | -88.49% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 533,338 | 49,995 | 0.36% | 0.23% | 34 | +168,423 | 46.15% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 512,009 | 47,995 | 0.76% | 0.79% | 35 | -14,312 | -2.72% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 505,856 | 47,418 | 0.05% | 0.05% | 36 | +22,618 | 4.68% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 455,687 | 42,716 | 0.3% | 0.31% | 37 | +13,624 | 3.08% | Q1 2026 | Apr 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 453,813 | 42,540 | 0.01% | 0.0% | 38 | +186,233 | 69.6% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 387,183 | 39,426 | 4.82% | 4.49% | 39 | +12,714 | 3.4% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 398,463 | 37,351 | 2.86% | 2.67% | 40 | +11,873 | 3.07% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 377,087 | 35,348 | 0.17% | 0.13% | 41 | +81,600 | 27.62% | Q1 2026 | Apr 24, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 375,902 | 35,237 | 2.94% | 2.83% | 42 | -2,871 | -0.76% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 374,185 | 35,076 | 0.2% | 0.2% | 43 | -12,021 | -3.11% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 357,336 | 33,496 | 0.06% | 0.0% | 44 | +354,932 | 14764.23% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 353,420 | 33,129 | 0.09% | 0.09% | 45 | -39,130 | -9.97% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 353,097 | 32,590 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 339,962 | 31,863 | 0.06% | 0.05% | 47 | +32,647 | 10.62% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 336,022 | 31,498 | 6.17% | 5.91% | 48 | -6 | -0.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 333,782 | 31,288 | 6.16% | 6.07% | 49 | +2,506 | 0.76% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 327,013 | 30,654 | 0.03% | 0.03% | 50 | -40 | -0.01% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 319,347 | 29,475 | 0.52% | 0.52% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 312,240 | 29,269 | 0.03% | 0.03% | 52 | +4,533 | 1.47% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 307,467 | 28,821 | 0.05% | 0.04% | 53 | +41,031 | 15.4% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 305,776 | 28,663 | 9.91% | 9.88% | 54 | -3,409 | -1.1% | Q1 2026 | May 06, 2026 |
| Callan Family Office, LLC | History | Reduced | 283,781 | 26,601 | 0.6% | 0.57% | 55 | -4,692 | -1.63% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 279,083 | 26,161 | 0.08% | 0.09% | 56 | -44,435 | -13.73% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 277,249 | 25,989 | 0.14% | 0.15% | 57 | +45,973 | 19.88% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 275,471 | 25,822 | 0.13% | 0.15% | 58 | -13,936 | -4.82% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 272,249 | 25,520 | 1.48% | 2.07% | 59 | -105,893 | -28.0% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 252,054 | 23,627 | 0.22% | 0.29% | 60 | +805 | 0.32% | Q1 2026 | May 06, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 235,430 | 22,069 | 2.84% | 2.76% | 61 | +16,738 | 7.65% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 234,493 | 21,981 | 0.03% | 0.02% | 62 | +40,795 | 21.06% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 227,986 | 21,372 | 0.04% | 0.03% | 63 | +57,079 | 33.4% | Q1 2026 | May 01, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 218,377 | 20,470 | 1.95% | 1.97% | 64 | -2,882 | -1.3% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Added to | 215,270 | 20,179 | 0.79% | 0.75% | 65 | +10,715 | 5.24% | Q1 2026 | Apr 10, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 206,738 | 18,986 | 0.14% | — | 66 | +206,738 | New | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 180,169 | 16,889 | 0.68% | 0.66% | 67 | -9,020 | -4.77% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 174,587 | 16,365 | 0.06% | 0.08% | 68 | -98,903 | -36.16% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 173,975 | 16,308 | 5.39% | 5.57% | 69 | +8,004 | 4.82% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 164,862 | 15,454 | 0.13% | 0.17% | 70 | -53,485 | -24.5% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 163,761 | 15,351 | 0.12% | 0.09% | 71 | +84,902 | 107.66% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 160,278 | 15,008 | 0.02% | — | 72 | +160,278 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 148,142 | 13,886 | 0.05% | 0.05% | 73 | +19,583 | 15.23% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 147,825 | 13,574 | 0.42% | 0.33% | 74 | +27,140 | 22.49% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 142,348 | 13,138 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 139,704 | 13,095 | 1.13% | 1.11% | 76 | -2,558 | -1.8% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 133,271 | 12,492 | 0.05% | 0.05% | 77 | -5,549 | -4.0% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 131,630 | 12,338 | 3.21% | 2.95% | 78 | +17,317 | 15.15% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,460 | 12,229 | 0.02% | 0.0% | 79 | +104,600 | 404.49% | Q1 2026 | May 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 130,339 | 12,218 | 1.48% | 1.34% | 80 | +14,021 | 12.05% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 130,262 | 12,210 | 0.88% | 0.86% | 81 | +13,944 | 11.99% | Q1 2026 | May 07, 2026 |
| Centric Wealth Management | History | Added to | 120,933 | 12,179 | 2.43% | 2.42% | 82 | +3,373 | 2.87% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 128,633 | 12,058 | 0.53% | 0.51% | 83 | +7,380 | 6.09% | Q1 2026 | May 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 127,567 | 11,958 | 1.04% | — | 84 | +127,567 | New | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 126,880 | 11,893 | 0.22% | 0.09% | 85 | +74,771 | 143.49% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 125,862 | 11,798 | 0.76% | 0.81% | 86 | -8,205 | -6.12% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 125,145 | 11,731 | 0.02% | 0.02% | 87 | -5,085 | -3.9% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 118,862 | 11,142 | 0.06% | 0.04% | 88 | +29,924 | 33.65% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,932 | 10,961 | 0.02% | 0.03% | 89 | -118,440 | -50.54% | Q1 2026 | Apr 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 113,162 | 10,607 | 2.71% | 2.82% | 90 | +4,391 | 4.04% | Q1 2026 | Apr 06, 2026 |
| One Capital Management, LLC | History | Added to | 111,534 | 10,455 | 0.29% | 0.22% | 91 | +34,355 | 44.51% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 104,434 | 9,789 | 0.23% | 0.23% | 92 | +1,064 | 1.03% | Q1 2026 | May 04, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 96,915 | 9,209 | 7.31% | 6.63% | 93 | +425 | 0.44% | Q1 2026 | Apr 22, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 97,100 | 9,102 | 0.35% | 0.3% | 94 | +9,600 | 10.97% | Q1 2026 | Apr 16, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 96,000 | 8,999 | 0.28% | 0.26% | 95 | +9,600 | 11.11% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 94,858 | 8,891 | 0.18% | 0.18% | 96 | +1,951 | 2.1% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 84,600 | 7,930 | 0.01% | 0.0% | 97 | +67,600 | 397.65% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 83,177 | 7,797 | 0.0% | 0.0% | 98 | -14,680 | -15.0% | Q1 2026 | May 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 79,261 | 7,429 | 5.94% | 5.84% | 99 | +2,914 | 3.82% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 78,962 | 7,401 | 0.01% | 0.01% | 100 | +406 | 0.52% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 78,238 | 7,334 | 0.09% | 0.08% | 101 | +21,739 | 38.48% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 78,147 | 7,325 | 0.0% | 0.0% | 102 | +26,734 | 52.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 76,312 | 7,153 | 0.03% | 0.02% | 103 | +776 | 1.03% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 76,053 | 7,129 | 0.88% | 0.89% | 104 | +1,649 | 2.22% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 75,219 | 7,051 | 0.14% | 0.14% | 105 | -1,240 | -1.62% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 72,873 | 6,831 | 0.03% | 0.04% | 106 | +2,557 | 3.64% | Q1 2026 | May 04, 2026 |
| Moran Wealth Management, LLC | History | New | 72,732 | 6,817 | 0.21% | — | 107 | +72,732 | New | Q1 2026 | Apr 27, 2026 |
| ASPIRIANT, LLC | History | No change | 72,300 | 6,777 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Added to | 71,609 | 6,712 | 0.1% | 0.09% | 109 | +5,042 | 7.57% | Q1 2026 | May 08, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 70,929 | 6,584 | 0.87% | 0.86% | 110 | +2,387 | 3.48% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 69,929 | 6,555 | 0.01% | 0.01% | 111 | -7,739 | -9.96% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 69,852 | 6,547 | 0.14% | 0.13% | 112 | +1,743 | 2.56% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 65,813 | 6,169 | 0.03% | 0.05% | 113 | -25,616 | -28.02% | Q1 2026 | May 05, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 65,377 | 6,128 | 0.43% | 0.37% | 114 | +6,513 | 11.06% | Q1 2026 | Apr 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 64,831 | 6,077 | 1.31% | 1.28% | 115 | -1,035 | -1.57% | Q1 2026 | May 08, 2026 |
| Zhang Financial LLC | History | Added to | 63,828 | 5,983 | 0.21% | 0.17% | 116 | +15,491 | 32.05% | Q1 2026 | May 06, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 62,992 | 5,904 | 3.4% | 3.33% | 117 | -358 | -0.57% | Q1 2026 | Apr 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 60,448 | 5,666 | 0.4% | 0.43% | 118 | -3,323 | -5.21% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | Reduced | 59,757 | 5,601 | 2.06% | 2.53% | 119 | -10,700 | -15.19% | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 58,609 | 5,494 | 0.57% | 0.57% | 120 | -294 | -0.5% | Q1 2026 | Apr 20, 2026 |
| Jordan Park Group LLC | History | No change | 57,054 | 5,348 | 0.28% | 0.31% | 121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 56,863 | 5,248 | 1.03% | 1.03% | 122 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 55,488 | 5,201 | 0.01% | 0.01% | 123 | +7,190 | 14.89% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 55,453 | 5,198 | 0.0% | 0.0% | 124 | -3,365 | -5.72% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Added to | 54,351 | 5,094 | 0.11% | 0.1% | 125 | +8,475 | 18.47% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,231 | 4,990 | 0.01% | 0.01% | 126 | +1,589 | 3.08% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 52,122 | 4,885 | 0.0% | 0.0% | 127 | +1,902 | 3.79% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 50,909 | 4,801 | 0.01% | 0.01% | 128 | -24,100 | -32.13% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 51,970 | 4,796 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | Reduced | 51,056 | 4,785 | 0.72% | 0.74% | 130 | -522 | -1.01% | Q1 2026 | Apr 24, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 50,762 | 4,758 | 1.37% | 1.45% | 131 | -2,248 | -4.24% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 50,737 | 4,756 | 1.18% | 0.9% | 132 | +11,084 | 27.95% | Q1 2026 | May 11, 2026 |
| Hegarty Advisors, LLC | History | Added to | 49,628 | 4,652 | 3.67% | 3.91% | 133 | +842 | 1.73% | Q1 2026 | Apr 30, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 48,456 | 4,542 | 0.46% | 0.42% | 134 | +3,219 | 7.12% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 48,186 | 4,516 | 0.01% | 0.01% | 135 | +178 | 0.37% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 47,710 | 4,472 | 0.08% | 0.07% | 136 | +9,049 | 23.41% | Q1 2026 | Apr 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 47,234 | 4,427 | 0.03% | 0.07% | 137 | -39,885 | -45.78% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Added to | 47,161 | 4,420 | 1.48% | 1.25% | 138 | +6,820 | 16.91% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 47,256 | 4,339 | 0.16% | 0.16% | 139 | +2,654 | 5.95% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 45,921 | 4,304 | 0.09% | 0.1% | 140 | -15,120 | -24.77% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,395 | 4,255 | 0.02% | 0.01% | 141 | +34,343 | 310.74% | Q1 2026 | May 08, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 45,234 | 4,240 | 0.45% | 0.45% | 142 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 44,610 | 4,181 | 3.88% | 3.71% | 143 | +1,514 | 3.51% | Q1 2026 | Apr 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 44,595 | 4,180 | 0.15% | 0.04% | 144 | +30,061 | 206.83% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | New | 44,241 | 4,147 | 0.33% | — | 145 | +44,241 | New | Q1 2026 | Apr 16, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,874 | 4,112 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 42,588 | 3,992 | 1.59% | — | 147 | +42,588 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 42,092 | 3,945 | 0.1% | 0.0% | 148 | +42,058 | 123700.0% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 40,970 | 3,840 | 0.51% | 0.45% | 149 | +3,177 | 8.41% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 40,420 | 3,788 | 0.85% | 0.89% | 150 | +42 | 0.1% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 40,192 | 3,767 | 0.02% | 0.02% | 151 | +293 | 0.73% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 40,181 | 3,766 | 0.09% | — | 153 | +40,181 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 40,180 | 3,766 | 0.04% | — | 152 | +40,180 | New | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 39,531 | 3,705 | 0.03% | 0.04% | 154 | -14,023 | -26.18% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 39,165 | 3,671 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 38,300 | 3,590 | 0.09% | 0.06% | 156 | +12,020 | 45.74% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 38,239 | 3,584 | 0.25% | 0.19% | 157 | -224 | -0.58% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 37,672 | 3,531 | 0.11% | 0.1% | 158 | +1,367 | 3.77% | Q1 2026 | May 14, 2026 |
| Westshore Wealth, LLC | History | No change | 37,230 | 3,436 | 1.14% | 1.14% | 159 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Modera Wealth Management, LLC | History | Added to | 36,303 | 3,403 | 0.04% | 0.04% | 160 | +743 | 2.09% | Q1 2026 | May 06, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 36,133 | 3,387 | 2.2% | 2.21% | 161 | -1,338 | -3.57% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 35,493 | 3,327 | 0.18% | 0.54% | 162 | -62,922 | -63.94% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 34,999 | 3,280 | 0.01% | 0.01% | 163 | -489 | -1.38% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 34,839 | 3,265 | 0.12% | 0.11% | 164 | -479 | -1.36% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 33,552 | 3,145 | 0.05% | 0.05% | 165 | +516 | 1.56% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 32,609 | 3,057 | 0.1% | 0.1% | 166 | +1,166 | 3.71% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 32,512 | 3,047 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 31,805 | 2,981 | 0.02% | 0.03% | 168 | -8,211 | -20.52% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 31,141 | 2,919 | 2.34% | 2.18% | 169 | -1,190 | -3.68% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,069 | 2,912 | 0.02% | 0.02% | 170 | +135 | 0.44% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | Added to | 30,709 | 2,878 | 0.25% | 0.27% | 171 | +3,977 | 14.88% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 29,428 | 2,775 | 0.03% | 0.03% | 172 | -39 | -0.13% | Q1 2026 | Apr 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 29,521 | 2,767 | 0.04% | 0.05% | 173 | +5,352 | 22.14% | Q1 2026 | Apr 21, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 29,656 | 2,723 | 1.6% | 1.44% | 174 | +1,334 | 4.71% | Q1 2026 | Apr 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 28,130 | 2,636 | 0.0% | — | 175 | +28,130 | New | Q1 2026 | May 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 27,983 | 2,623 | 0.04% | 0.04% | 176 | -142 | -0.5% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 27,792 | 2,605 | 1.39% | 1.36% | 177 | +1,075 | 4.02% | Q1 2026 | Apr 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 27,373 | 2,565 | 0.14% | 0.13% | 178 | +2,399 | 9.61% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,347 | 2,563 | 0.0% | 0.0% | 179 | +14,154 | 107.28% | Q1 2026 | May 15, 2026 |
| Aurelius Family Office LLC | History | Added to | 26,921 | 2,523 | 1.1% | 1.06% | 180 | +835 | 3.2% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | Reduced | 25,255 | 2,460 | 0.08% | 0.09% | 181 | -2,189 | -7.98% | Q1 2026 | Apr 09, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,190 | 2,455 | 0.09% | 0.06% | 182 | +7,906 | 43.24% | Q1 2026 | May 13, 2026 |
| Envision Financial LLC | History | Reduced | 25,954 | 2,432 | 1.31% | 1.57% | 183 | -6,244 | -19.39% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,333 | 2,374 | 0.21% | 0.09% | 184 | +14,068 | 124.88% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 25,213 | 2,363 | 0.05% | 0.05% | 185 | -4,318 | -14.62% | Q1 2026 | Apr 14, 2026 |
| Andina Capital Management, LLC | History | Reduced | 25,169 | 2,359 | 2.09% | 1.95% | 186 | -9,776 | -27.98% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | No change | 24,274 | 2,275 | 0.27% | 0.27% | 187 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFS Group,LLC | History | New | 24,071 | 2,256 | 2.01% | — | 188 | +24,071 | New | Q1 2026 | May 18, 2026 |
| Brightwater Advisory LLC | History | Added to | 23,977 | 2,247 | 1.49% | 1.17% | 189 | +5,191 | 27.63% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,930 | 2,243 | 0.0% | 0.0% | 190 | +13,066 | 120.27% | Q1 2026 | May 15, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 23,843 | 2,235 | 1.33% | 1.31% | 191 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WESPAC Advisors, LLC | History | New | 23,314 | 2,185 | 1.2% | — | 193 | +23,314 | New | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,313 | 2,185 | 0.0% | 0.0% | 192 | -18,917 | -44.8% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 23,100 | 2,165 | 0.48% | 0.5% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,674 | 2,125 | 0.01% | 0.01% | 195 | -1,396 | -5.8% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,113 | 2,072 | 0.03% | 0.03% | 196 | -2,300 | -9.42% | Q1 2026 | Apr 20, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 21,897 | 2,053 | 1.02% | 0.99% | 197 | -690 | -3.05% | Q1 2026 | Apr 29, 2026 |
| Aureus Asset Management, LLC | History | No change | 21,858 | 2,048 | 0.14% | 0.13% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 21,574 | 2,022 | 0.22% | 0.21% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,472 | 2,012 | 0.01% | 0.01% | 200 | +2,573 | 13.61% | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 20,833 | 1,952 | 0.8% | — | 201 | +20,833 | New | Q1 2026 | Apr 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,652 | 1,936 | 0.02% | 0.01% | 202 | +3,380 | 19.57% | Q1 2026 | Apr 07, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 20,171 | 1,890 | 0.7% | 0.67% | 203 | -22 | -0.11% | Q1 2026 | Apr 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 20,075 | 1,881 | 1.23% | 1.25% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 19,905 | 1,865 | 0.3% | 0.12% | 205 | +12,405 | 165.4% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,858 | 1,861 | 0.01% | 0.01% | 206 | +1,146 | 6.12% | Q1 2026 | May 01, 2026 |
| M3 Advisory Group, LLC | History | Added to | 19,420 | 1,820 | 1.12% | 1.09% | 207 | +4 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 19,298 | 1,808 | 0.09% | 0.08% | 208 | +30 | 0.16% | Q1 2026 | Apr 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 18,939 | 1,775 | 0.0% | 0.0% | 209 | -7,521 | -28.42% | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Reduced | 18,710 | 1,753 | 0.44% | 0.47% | 210 | -1,375 | -6.85% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,517 | 1,735 | 0.0% | 0.0% | 211 | -20,122 | -52.08% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 18,114 | 1,698 | 0.01% | — | 212 | +18,114 | New | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 18,019 | 1,689 | 0.05% | 0.04% | 213 | +3,851 | 27.18% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 17,887 | 1,676 | 0.02% | — | 214 | +17,887 | New | Q1 2026 | May 12, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 17,811 | 1,669 | 0.18% | 0.18% | 215 | -30 | -0.17% | Q1 2026 | May 11, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 17,440 | 1,634 | 0.48% | 0.44% | 216 | +977 | 5.93% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 17,703 | 1,633 | 0.13% | 0.13% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 17,290 | 1,620 | 1.47% | 1.49% | 218 | -176 | -1.01% | Q1 2026 | May 08, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 17,069 | 1,600 | 0.13% | 0.06% | 219 | +9,310 | 119.99% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Reduced | 16,571 | 1,553 | 0.04% | 0.04% | 220 | -834 | -4.79% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,559 | 1,552 | 0.07% | 0.07% | 221 | +1,419 | 9.37% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,228 | 1,521 | 0.06% | 0.07% | 222 | +85 | 0.53% | Q1 2026 | May 19, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 16,127 | 1,511 | 0.2% | 0.21% | 223 | -1,107 | -6.42% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 15,502 | 1,509 | 0.18% | 0.28% | 224 | -7,486 | -32.56% | Q1 2026 | Apr 22, 2026 |
| Horizon Investment Services, LLC | History | No change | 15,957 | 1,495 | 0.52% | 0.53% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | No change | 15,929 | 1,493 | 0.12% | 0.12% | 226 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,743 | 1,475 | 0.02% | 0.02% | 227 | +31 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,578 | 1,448 | 0.03% | 0.03% | 228 | -127 | -0.86% | Q1 2026 | May 04, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 15,385 | 1,442 | 0.14% | 0.13% | 229 | +10 | 0.07% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 15,026 | 1,408 | 0.52% | 0.5% | 230 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 15,012 | 1,407 | 0.98% | 0.93% | 231 | +203 | 1.37% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,938 | 1,400 | 0.01% | 0.01% | 232 | -2,247 | -13.08% | Q1 2026 | May 14, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 14,747 | 1,382 | 0.08% | 0.07% | 233 | +57 | 0.39% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 14,703 | 1,378 | 0.03% | 0.04% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 14,473 | 1,356 | 0.29% | 0.28% | 235 | +1,136 | 8.52% | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 13,049 | 1,347 | 1.27% | 1.04% | 236 | +4,942 | 60.96% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,366 | 1,346 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 14,195 | 1,330 | 0.06% | 0.06% | 238 | +524 | 3.83% | Q1 2026 | Apr 30, 2026 |
| Verum Partners LLC | History | Reduced | 14,072 | 1,319 | 0.25% | 0.27% | 239 | -247 | -1.72% | Q1 2026 | Apr 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,999 | 1,312 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 13,579 | 1,272 | 0.3% | 0.16% | 241 | +6,325 | 87.19% | Q1 2026 | Apr 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 13,175 | 1,235 | 0.25% | 0.29% | 242 | -1,763 | -11.8% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 13,062 | 1,224 | 0.05% | 0.04% | 243 | +2,723 | 26.34% | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 13,028 | 1,221 | 0.02% | 0.02% | 244 | +97 | 0.75% | Q1 2026 | May 15, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 12,915 | 1,210 | 0.21% | 0.21% | 245 | -1,125 | -8.01% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,734 | 1,194 | 0.01% | 0.01% | 246 | +74 | 0.58% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,537 | 1,175 | 0.05% | — | 247 | +12,537 | New | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,427 | 1,174 | 0.03% | 0.03% | 248 | +2,833 | 32.96% | Q1 2026 | May 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 12,379 | 1,160 | 0.35% | 0.34% | 249 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 12,309 | 1,153 | 0.09% | 0.04% | 250 | +7,374 | 149.42% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 12,105 | 1,134 | 0.02% | 0.02% | 251 | -15 | -0.12% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | No change | 12,035 | 1,128 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,954 | 1,120 | 0.01% | 0.02% | 253 | -3,096 | -20.57% | Q1 2026 | May 15, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 11,852 | 1,111 | 0.48% | 0.5% | 254 | -1,161 | -8.92% | Q1 2026 | Apr 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 11,717 | 1,098 | 0.06% | 0.53% | 255 | -104,143 | -89.89% | Q1 2026 | Apr 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 11,672 | 1,094 | 0.04% | 0.04% | 256 | -81 | -0.69% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 11,556 | 1,083 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Miller Capital Partners, Inc. | History | No change | 11,537 | 1,081 | 0.52% | 0.54% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | New | 11,516 | 1,079 | 0.02% | — | 259 | +11,516 | New | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | No change | 11,425 | 1,077 | 0.94% | 0.91% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,338 | 1,062 | 0.01% | 0.01% | 261 | +593 | 5.52% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 11,268 | 1,056 | 0.01% | 0.07% | 262 | -140,906 | -92.6% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 11,028 | 1,033 | 0.02% | 0.02% | 263 | +1,129 | 11.41% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 10,990 | 1,030 | 0.01% | 0.01% | 264 | -955 | -7.99% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 10,977 | 1,029 | 0.02% | — | 265 | +10,977 | New | Q1 2026 | May 18, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 10,965 | 1,027 | 0.05% | 0.07% | 266 | -2,621 | -19.29% | Q1 2026 | Apr 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 10,790 | 1,011 | 0.41% | 0.53% | 268 | -2,540 | -19.05% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,789 | 1,011 | 0.02% | 0.01% | 267 | +2,424 | 28.98% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,717 | 1,004 | 0.03% | 0.03% | 269 | +47 | 0.44% | Q1 2026 | Apr 09, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 10,596 | 993 | 0.31% | 0.29% | 270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 10,528 | 986 | 0.11% | 0.11% | 271 | -61 | -0.58% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,420 | 976 | 0.01% | 0.0% | 272 | +7,524 | 259.81% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 10,410 | 975 | 0.1% | 0.03% | 273 | +7,577 | 267.45% | Q1 2026 | Apr 23, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 10,391 | 974 | 0.56% | 0.63% | 274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 10,375 | 972 | 0.0% | 0.0% | 275 | +3,609 | 53.34% | Q1 2026 | May 13, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 10,231 | 959 | 0.09% | 0.1% | 276 | -260 | -2.48% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,147 | 951 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITY HOLDING CO | History | No change | 9,903 | 928 | 0.12% | 0.11% | 278 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 9,851 | 923 | 0.0% | 0.0% | 279 | +296 | 3.1% | Q1 2026 | May 14, 2026 |
| Chicago Capital, LLC | History | No change | 9,709 | 910 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 9,620 | 901 | 0.09% | — | 281 | +9,620 | New | Q1 2026 | May 12, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 9,603 | 900 | 0.52% | 0.37% | 282 | +2,643 | 37.97% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 9,509 | 891 | 0.32% | 0.21% | 283 | +3,123 | 48.9% | Q1 2026 | May 05, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 9,498 | 890 | 0.47% | 0.24% | 284 | +33 | 0.35% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,314 | 873 | 0.02% | 0.02% | 285 | +278 | 3.08% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 9,070 | 850 | 0.18% | — | 286 | +9,070 | New | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,041 | 847 | 0.01% | 0.01% | 287 | +956 | 11.82% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,982 | 841 | 0.01% | 0.01% | 288 | -205 | -2.23% | Q1 2026 | Apr 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 8,969 | 840 | 0.53% | 0.5% | 289 | +199 | 2.27% | Q1 2026 | Apr 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8,904 | 834 | 0.09% | 0.09% | 290 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,756 | 820 | 0.01% | 0.01% | 291 | +311 | 3.68% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | No change | 8,651 | 810 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHOREO, LLC | History | Added to | 8,546 | 801 | 0.01% | 0.01% | 293 | +3,518 | 69.97% | Q1 2026 | May 12, 2026 |
| Calydon Capital | History | No change | 8,548 | 801 | 0.13% | 0.13% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,341 | 781 | 0.01% | 0.01% | 295 | +4,771 | 133.64% | Q1 2026 | May 07, 2026 |
| Essex Bank | History | Reduced | 8,276 | 775 | 0.17% | 0.17% | 296 | -300 | -3.5% | Q1 2026 | Apr 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 8,134 | 762 | 0.03% | 0.04% | 297 | -2,246 | -21.64% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,059 | 755 | 0.01% | 0.01% | 298 | -72 | -0.89% | Q1 2026 | May 11, 2026 |
| Hirtle & Co., LLC | History | No change | 7,952 | 745 | 0.03% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 7,881 | 738 | 0.01% | 0.01% | 300 | +2,620 | 49.8% | Q1 2026 | Apr 16, 2026 |