VANGUARD INDEX FUNDS - VOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 39,068,508 | 24,501,032 | 0.36% | 0.36% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 39,600,312 | 23,663,166 | 12.79% | — | 2 | +39,600,312 | New | Q1 2026 | May 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 33,635,939 | 20,099,155 | 12.37% | 11.33% | 3 | +2,049,100 | 6.49% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,640,543 | 18,309,256 | 5.64% | 5.73% | 4 | +1,292,980 | 4.41% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,441,061 | 16,397,406 | 1.2% | 1.24% | 5 | +354,072 | 1.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,256,597 | 15,834,176 | 1.02% | 0.46% | 6 | +15,568,104 | 133.19% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 24,365,727 | 14,559,741 | 0.88% | 0.92% | 7 | -202,645 | -0.82% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,095,668 | 9,970,210 | 4.79% | 5.52% | 8 | +2,657,523 | 18.41% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,062,213 | 9,000,425 | 1.03% | 1.13% | 9 | +338,575 | 2.3% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,680,171 | 6,381,936 | 1.71% | 1.21% | 10 | +4,183,120 | 64.38% | Q1 2026 | May 04, 2026 |
| Acorns Advisers, LLC | History | Added to | 9,608,371 | 5,741,482 | 42.68% | 43.23% | 11 | +425,166 | 4.63% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,424,852 | 3,839,171 | 0.67% | 2.18% | 12 | -14,932,081 | -69.92% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 6,405,068 | 3,827,348 | 1.02% | 1.17% | 13 | -410,812 | -6.03% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,246,795 | 3,732,772 | 0.7% | 0.71% | 14 | +64,205 | 1.04% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 6,093,641 | 3,641,255 | 13.02% | 18.37% | 15 | -2,156,583 | -26.14% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,258,941 | 3,142,479 | 4.65% | 4.75% | 16 | -123,734 | -2.3% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 5,140,749 | 3,072,018 | 4.34% | 4.28% | 17 | +456,134 | 9.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,690,525 | 2,802,823 | 0.42% | 0.41% | 18 | +654,824 | 16.23% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 3,723,036 | 2,224,699 | 4.54% | 4.43% | 19 | +260,752 | 7.53% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,698,917 | 2,209,771 | 0.51% | 0.71% | 20 | -1,294,320 | -25.92% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 3,687,384 | 2,203,443 | 13.26% | 14.63% | 21 | +70,762 | 1.96% | Q1 2026 | May 12, 2026 |
| USS Investment Management Ltd | History | Added to | 3,495,162 | 2,089,023 | 8.17% | 1.18% | 22 | +3,088,758 | 760.02% | Q1 2026 | Apr 24, 2026 |
| Alberta Investment Management Corp | History | Added to | 3,358,186 | 2,006,684 | 12.04% | 7.24% | 23 | +1,406,714 | 72.08% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 3,113,317 | 1,860,362 | 0.79% | 0.87% | 24 | -43,069 | -1.36% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,103,527 | 1,854,512 | 0.21% | 0.08% | 25 | +1,961,092 | 171.66% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,006,863 | 1,796,751 | 13.52% | 14.41% | 26 | -29,820 | -0.98% | Q1 2026 | May 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,925,650 | 1,748,222 | 13.46% | 13.45% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,887,575 | 1,725,470 | 1.06% | 1.06% | 28 | +205,435 | 7.66% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,985,961 | 1,696,306 | 2.43% | 2.43% | 29 | -201,745 | -6.33% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 2,769,562 | 1,654,951 | 26.24% | 27.99% | 30 | +23,952 | 0.87% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,671,958 | 1,596,939 | 1.78% | 1.9% | 31 | +9,823 | 0.37% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,651,883 | 1,584,785 | 1.68% | 1.77% | 32 | +74,659 | 2.9% | Q1 2026 | May 05, 2026 |
| BANK OF KOREA | History | Added to | 2,479,662 | 1,481,722 | 35.85% | 35.3% | 33 | +1,194,246 | 92.91% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,297,214 | 1,372,700 | 20.1% | 19.87% | 34 | +200,839 | 9.58% | Q1 2026 | Apr 09, 2026 |
| Trans-Canada Capital Inc. | History | Reduced | 2,122,306 | 1,268,183 | 91.24% | 88.64% | 35 | -334,076 | -13.6% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 2,118,183 | 1,265,720 | 0.02% | 0.02% | 36 | +612,116 | 40.64% | Q1 2026 | May 13, 2026 |
| FJ Investments, LLC | History | Added to | 2,117,354 | 1,265,224 | 82.5% | 83.65% | 37 | +6,774 | 0.32% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,001,063 | 1,195,678 | 1.27% | 1.33% | 38 | +62,250 | 3.21% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,953,000 | 1,167,015 | 0.19% | 0.1% | 39 | +863,208 | 79.21% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,935,246 | 1,156,406 | 2.98% | 3.16% | 40 | +31,301 | 1.64% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,904,963 | 1,138,311 | 1.58% | 0.94% | 41 | +849,952 | 80.56% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,772,161 | 1,111,375 | 5.27% | 5.27% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 1,734,018 | 1,057,976 | 2.15% | 1.78% | 43 | +867,009 | 100.0% | Q1 2026 | May 12, 2026 |
| E-L Financial Corp Ltd | History | Reduced | 1,266,574 | 1,036,868 | 100.0% | 100.0% | 44 | -213,270 | -14.41% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,665,413 | 995,168 | 3.96% | 3.95% | 45 | +30,917 | 1.89% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,663,062 | 993,762 | 9.08% | 9.31% | 46 | +485,426 | 41.22% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,564,983 | 981,447 | 0.32% | 0.28% | 47 | +151,087 | 10.69% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,618,133 | 966,915 | 0.66% | 0.68% | 48 | +104,940 | 6.94% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,608,662 | 961,770 | 5.91% | 6.03% | 49 | +12,773 | 0.8% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 1,587,839 | 949,384 | 6.1% | — | 50 | +1,587,839 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,582,234 | 945,495 | 0.87% | 0.88% | 51 | +20,975 | 1.34% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,572,634 | 939,727 | 0.32% | 0.33% | 52 | +21,390 | 1.38% | Q1 2026 | May 05, 2026 |
| Investure, LLC | History | Reduced | 1,546,858 | 924,324 | 45.33% | 63.28% | 53 | -258,019 | -14.3% | Q1 2026 | May 08, 2026 |
| Innovator Capital Management, LLC | History | New | 1,542,283 | 921,591 | 99.63% | — | 54 | +1,542,283 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 1,507,387 | 900,739 | 0.77% | 0.74% | 55 | +77,816 | 5.44% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,459,078 | 871,871 | 56.39% | 55.86% | 56 | +52,442 | 3.73% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,449,168 | 865,950 | 1.07% | 0.71% | 57 | +517,869 | 55.61% | Q1 2026 | May 13, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 1,406,636 | 840,535 | 56.5% | 49.4% | 58 | +226,099 | 19.15% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,396,649 | 834,568 | 1.48% | 1.55% | 59 | +20,810 | 1.51% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 1,394,763 | 833,440 | 22.94% | 23.6% | 60 | +55,474 | 4.14% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,392,756 | 832,241 | 19.21% | 20.16% | 61 | +6,135 | 0.44% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,349,585 | 806,444 | 0.3% | 0.32% | 62 | -138,820 | -9.33% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,329,853 | 794,653 | 1.11% | 1.13% | 63 | -17,533 | -1.3% | Q1 2026 | Apr 27, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1,319,752 | 788,617 | 5.57% | 6.22% | 64 | -51,068 | -3.73% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 1,258,559 | 752,051 | 0.18% | 0.01% | 65 | +1,203,112 | 2169.84% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,237,277 | 739,956 | 1.08% | 1.2% | 66 | -65,585 | -5.03% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,197,012 | 715,274 | 13.6% | 13.74% | 67 | -12,925 | -1.07% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,194,480 | 713,761 | 3.09% | 1.36% | 68 | +679,833 | 132.1% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 1,217,426 | 707,239 | 0.58% | 0.5% | 69 | +169,213 | 16.14% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,174,750 | 701,865 | 1.22% | 1.44% | 70 | -34,068 | -2.82% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,139,295 | 680,785 | 0.23% | 2.75% | 71 | -440,362 | -27.88% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,134,608 | 677,985 | 0.91% | 1.71% | 72 | -914,549 | -44.63% | Q1 2026 | Apr 27, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 1,132,544 | 676,751 | 23.79% | 22.16% | 73 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,130,127 | 675,307 | 5.3% | 5.77% | 74 | -26,835 | -2.32% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,084,220 | 647,875 | 3.43% | 2.57% | 75 | +498,809 | 85.21% | Q1 2026 | May 15, 2026 |
| DUMAC, INC. | History | Added to | 1,056,580 | 631,359 | 76.96% | 71.66% | 76 | +312,700 | 42.04% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,054,464 | 630,094 | 9.03% | 10.55% | 77 | +81,634 | 8.39% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,016,744 | 607,555 | 0.25% | 0.0% | 78 | +1,015,733 | 100468.15% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,018,684 | 605,738 | 0.81% | — | 79 | +1,018,684 | New | Q1 2026 | May 12, 2026 |
| Pandi, LLC | History | Added to | 1,003,284 | 599,512 | 98.31% | 98.23% | 80 | +16,900 | 1.71% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 941,501 | 590,443 | 1.0% | 1.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEPC LLC | History | Reduced | 978,154 | 584,495 | 11.64% | 13.6% | 82 | -39,337 | -3.87% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 958,001 | 572,453 | 0.89% | 0.86% | 83 | +80,271 | 9.15% | Q1 2026 | May 14, 2026 |
| Constellation Investments, Inc. | History | Added to | 956,800 | 571,735 | 18.98% | 17.32% | 84 | +61,800 | 6.91% | Q1 2026 | Apr 22, 2026 |
| Creekmur Asset Management LLC | History | New | 953 | 569,526 | 42.94% | — | 85 | +953 | New | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | Added to | 944,624 | 564,460 | 1.38% | 1.4% | 86 | +18,347 | 1.98% | Q1 2026 | May 12, 2026 |
| SWF LLC | History | Added to | 918,327 | 548,746 | 47.85% | 40.07% | 87 | +286,504 | 45.35% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 908,858 | 543,088 | 10.07% | 10.25% | 88 | +21,333 | 2.4% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 898,405 | 536,775 | 0.63% | 0.64% | 89 | +39,665 | 4.62% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 861,151 | 514,580 | 1.13% | 1.14% | 90 | +49,121 | 6.05% | Q1 2026 | May 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 855,335 | 511,105 | 0.89% | 1.28% | 91 | -188,460 | -18.06% | Q1 2026 | May 15, 2026 |
| Call To Action Foundation | History | Added to | 855,287 | 511,076 | 100.0% | 100.0% | 92 | +2,736 | 0.32% | Q1 2026 | May 13, 2026 |
| P/E Global LLC | History | Reduced | 854,860 | 510,821 | 40.26% | 40.01% | 93 | -30,360 | -3.43% | Q1 2026 | Apr 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 846,831 | 506,023 | 2.11% | 14.35% | 94 | -5,768,943 | -87.2% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Added to | 825,917 | 493,526 | 21.12% | 20.99% | 95 | +49,817 | 6.42% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 818,230 | 488,933 | 0.06% | 0.06% | 96 | +194,934 | 31.27% | Q1 2026 | May 12, 2026 |
| Kensington Asset Management, LLC | History | Added to | 809,879 | 483,943 | 26.35% | 22.53% | 97 | +119,821 | 17.36% | Q1 2026 | May 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 767,033 | 458,340 | 6.38% | 6.29% | 98 | +19,361 | 2.59% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 764,533 | 456,846 | 0.35% | 0.33% | 99 | +62,929 | 8.97% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 758,535 | 453,262 | 22.44% | 23.12% | 100 | +4,958 | 0.66% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 742,479 | 442,179 | 0.81% | 1.12% | 101 | +177,750 | 31.48% | Q1 2026 | May 01, 2026 |
| Norinchukin Bank, The | History | Added to | 733,080 | 438,051 | 5.11% | 3.29% | 102 | +283,000 | 62.88% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 709,232 | 423,801 | 1.66% | — | 103 | +709,232 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 688,987 | 411,705 | 0.65% | 0.7% | 104 | -35,484 | -4.9% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 688,106 | 411,177 | 0.69% | 0.78% | 105 | +67,278 | 10.84% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 686,523 | 410,231 | 0.19% | 0.19% | 106 | +115,353 | 20.2% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 679,381 | 405,964 | 1.13% | 1.22% | 107 | -121,671 | -15.19% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 663,340 | 396,379 | 23.52% | 24.65% | 108 | -17,955 | -2.64% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 643,816 | 384,712 | 1.41% | 1.28% | 109 | +74,479 | 13.08% | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 636,748 | 380,489 | 14.08% | 13.77% | 110 | -952 | -0.15% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 636,534 | 380,360 | 0.07% | 0.07% | 111 | +11,337 | 1.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 632,869 | 378,171 | 0.02% | 0.02% | 112 | +50,387 | 8.65% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 632,460 | 377,926 | 10.59% | 6.77% | 113 | +218,379 | 52.74% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Added to | 608,453 | 363,581 | 5.56% | 5.69% | 114 | +15,742 | 2.66% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 603,093 | 360,378 | 6.04% | 5.61% | 115 | +64,721 | 12.02% | Q1 2026 | Apr 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 602,774 | 360,187 | 1.39% | — | 116 | +602,774 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 600,451 | 358,799 | 10.46% | 11.34% | 117 | -19,525 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 598,567 | 357,674 | 10.83% | 11.84% | 118 | -49,122 | -7.58% | Q1 2026 | Apr 23, 2026 |
| Apollo Management Holdings, L.P. | History | New | 590,523 | 352,867 | 4.64% | — | 119 | +590,523 | New | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 588,417 | 351,609 | 5.67% | 5.87% | 120 | +34,062 | 6.14% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 582,041 | 348,777 | 0.71% | 0.76% | 121 | -299,737 | -33.99% | Q1 2026 | Apr 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 570,339 | 340,805 | 15.06% | 16.04% | 122 | +1,824 | 0.32% | Q1 2026 | Apr 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 562,894 | 336,357 | 2.38% | 1.94% | 123 | +156,932 | 38.66% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | Added to | 554,570 | 331,389 | 25.0% | 26.89% | 124 | +3,361 | 0.61% | Q1 2026 | May 08, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 552,133 | 329,927 | 52.92% | 53.71% | 125 | +99,959 | 22.11% | Q1 2026 | May 13, 2026 |
| GLOBE LIFE INC. | History | No change | 549,183 | 328,164 | 86.18% | 86.57% | 126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 547,798 | 327,336 | 4.96% | 6.74% | 127 | -372,990 | -40.51% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 544,225 | 325,201 | 33.95% | 35.32% | 128 | +2,869 | 0.53% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 523,144 | 315,089 | 0.53% | 0.52% | 129 | +14,034 | 2.76% | Q1 2026 | May 05, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 525,971 | 314,294 | 10.57% | 10.62% | 130 | +40,481 | 8.34% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 524,192 | 313,230 | 1.45% | 0.92% | 131 | +35,251 | 7.21% | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 520,000 | 310,726 | 1.85% | 6.5% | 132 | -1,851,010 | -78.07% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 516,261 | 308,491 | 3.29% | 3.16% | 133 | +6,476 | 1.27% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 516,226 | 308,471 | 0.53% | 0.7% | 134 | -225,172 | -30.37% | Q1 2026 | May 15, 2026 |
| JBF Capital, Inc. | History | No change | 509,121 | 304,225 | 44.98% | 46.09% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 507,917 | 303,505 | 1.15% | 1.15% | 136 | +62,083 | 13.93% | Q1 2026 | Apr 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 506,947 | 302,925 | 18.3% | 19.22% | 137 | +6,265 | 1.25% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 501,676 | 299,776 | 3.56% | 4.48% | 138 | -77,827 | -13.43% | Q1 2026 | May 01, 2026 |
| Keel Point, LLC | History | No change | 469,568 | 294,480 | 17.74% | 17.74% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 488,714 | 292,030 | 9.05% | 10.69% | 140 | -30,029 | -5.79% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 485,913 | 290,357 | 1.43% | 1.15% | 141 | +132,189 | 37.37% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INSURANCE CO | History | Added to | 482,482 | 288,307 | 58.77% | 51.17% | 142 | +110,312 | 29.64% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 477,144 | 285,117 | 0.98% | 0.96% | 143 | -1,358 | -0.28% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 474,346 | 283,445 | 12.42% | 15.9% | 144 | +15,433 | 3.36% | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 471,809 | 281,929 | 6.54% | 6.17% | 145 | +61,232 | 14.91% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 468,814 | 280,139 | 5.11% | 5.49% | 146 | -1,040,728 | -68.94% | Q1 2026 | May 07, 2026 |
| SUN LIFE FINANCIAL INC | History | Added to | 468,158 | 279,693 | 15.88% | 15.07% | 147 | +10,433 | 2.28% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 457,873 | 273,602 | 16.41% | 22.63% | 148 | -194,357 | -29.8% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 456,194 | 272,210 | 0.52% | 0.5% | 149 | +10,974 | 2.46% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 452,121 | 270,164 | 0.44% | 0.37% | 150 | +32,527 | 7.75% | Q1 2026 | May 15, 2026 |
| Liquid Strategies, LLC | History | Reduced | 448,433 | 267,961 | 57.57% | 64.34% | 151 | -22,900 | -4.86% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 447,787 | 267,575 | 1.36% | 1.68% | 152 | -41,383 | -8.46% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 444,151 | 267,512 | 2.53% | 2.57% | 153 | +61,130 | 15.96% | Q1 2026 | Apr 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 443,159 | 264,809 | 2.81% | 3.07% | 154 | -19,542 | -4.22% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 1,126,517 | 264,690 | 0.32% | 0.36% | 155 | +634,541 | 128.98% | Q1 2026 | May 14, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 442,737 | 264,557 | 30.55% | 30.21% | 156 | +40,800 | 10.15% | Q1 2026 | May 11, 2026 |
| JABODON PT CO | History | Added to | 430,549 | 257,275 | 29.91% | 26.77% | 157 | +107,902 | 33.44% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 427,746 | 255,599 | 0.03% | 0.03% | 158 | -4,614 | -1.07% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 422,673 | 252,568 | 0.7% | 0.69% | 159 | +940 | 0.22% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 416,744 | 249,124 | 10.85% | 11.46% | 160 | +3,643 | 0.88% | Q1 2026 | May 08, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 414,930 | 247,941 | 15.29% | 15.3% | 161 | +11,770 | 2.92% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 410,162 | 245,092 | 1.32% | 1.36% | 162 | +12,678 | 3.19% | Q1 2026 | May 05, 2026 |
| INTRUST BANK NA | History | Added to | 408,135 | 243,881 | 19.87% | 16.14% | 163 | +97,369 | 31.33% | Q1 2026 | May 06, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | Reduced | 405,502 | 242,307 | 89.59% | 91.09% | 164 | -8,382 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 404,195 | 241,555 | 0.74% | 0.95% | 165 | -110,921 | -21.53% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | Added to | 402,887 | 240,745 | 10.35% | 10.02% | 166 | +29,972 | 8.04% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 398,130 | 237,902 | 6.35% | 6.61% | 167 | +72,055 | 22.1% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 397,380 | 237,454 | 0.68% | 0.63% | 168 | +22,150 | 5.9% | Q1 2026 | May 08, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 396,713 | 237,056 | 0.19% | 0.14% | 169 | +112,638 | 39.65% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 358,971 | 236,965 | 3.03% | 2.76% | 170 | +22,891 | 6.81% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 395,174 | 236,136 | 3.64% | 5.88% | 171 | -67,113 | -14.52% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 393,826 | 235,330 | 17.57% | 18.1% | 172 | +13,048 | 3.43% | Q1 2026 | May 05, 2026 |
| Karpus Management, Inc. | History | Reduced | 392,872 | 234,760 | 7.32% | 8.15% | 173 | -30,036 | -7.1% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 389,384 | 232,676 | 2.87% | 2.94% | 174 | +26,257 | 7.23% | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 388,153 | 231,940 | 0.24% | 0.25% | 175 | -11,041 | -2.77% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 386,585 | 231,004 | 0.57% | 0.57% | 176 | -9,197 | -2.32% | Q1 2026 | Apr 22, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 385,890 | 230,588 | 6.68% | 7.0% | 177 | +4,235 | 1.11% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 382,432 | 228,522 | 0.43% | 0.37% | 178 | +69,911 | 22.37% | Q1 2026 | May 14, 2026 |
| Stephens Greth Foundation | History | Added to | 374,237 | 223,625 | 69.89% | 88.48% | 179 | +128,836 | 52.5% | Q1 2026 | May 08, 2026 |
| Fiera Capital Corp | History | Reduced | 368,608 | 220,261 | 0.75% | 0.96% | 180 | -113,329 | -23.52% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 363,582 | 217,258 | 5.95% | 5.97% | 181 | -6,416 | -1.73% | Q1 2026 | Apr 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 363,479 | 217,197 | 22.88% | 23.29% | 182 | +5,954 | 1.67% | Q1 2026 | May 07, 2026 |
| Gleason Group, Inc. | History | Reduced | 354,998 | 212,128 | 21.01% | 22.17% | 183 | -5,594 | -1.55% | Q1 2026 | May 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 353,867 | 211,453 | 1.12% | 0.77% | 184 | +117,295 | 49.58% | Q1 2026 | May 15, 2026 |
| Powers Capital, LLC | History | No change | 350,822 | 209,633 | 99.1% | 99.07% | 185 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 349,162 | 208,642 | 2.37% | 2.64% | 186 | -23,488 | -6.3% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 347,112 | 207,416 | 13.07% | — | 187 | +347,112 | New | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 346,582 | 207,099 | 1.13% | 1.11% | 188 | +13,983 | 4.2% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 344,117 | 205,627 | 2.24% | 2.05% | 189 | +56,533 | 19.66% | Q1 2026 | Apr 20, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 342,870 | 204,882 | 17.85% | 17.73% | 190 | +7,284 | 2.17% | Q1 2026 | Apr 24, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | Reduced | 342,077 | 204,408 | 46.02% | 44.65% | 191 | -13,154 | -3.7% | Q1 2026 | May 07, 2026 |
| First American Financial Corp | History | Added to | 341,641 | 204,147 | 55.2% | 56.11% | 192 | +7,575 | 2.27% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 341,435 | 204,044 | 1.56% | 1.64% | 193 | -4,043 | -1.17% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 341,293 | 203,939 | 4.42% | 4.67% | 194 | +24,849 | 7.85% | Q1 2026 | May 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 339,308 | 202,753 | 13.08% | 12.7% | 195 | +13,951 | 4.29% | Q1 2026 | Apr 27, 2026 |
| Trajan Wealth LLC | History | Reduced | 338,912 | 202,516 | 8.18% | 9.05% | 196 | -7,384 | -2.13% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 336,069 | 200,815 | 7.23% | 7.69% | 197 | +3,295 | 0.99% | Q1 2026 | May 13, 2026 |
| WIT, LLC | History | Reduced | 335,259 | 200,334 | 3.78% | 4.81% | 198 | -47,520 | -12.41% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 334,747 | 200,028 | 3.79% | 2.93% | 199 | +47,156 | 16.4% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 328,683 | 196,404 | 1.28% | 1.54% | 200 | -53,953 | -14.1% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Added to | 326,411 | 195,046 | 6.74% | 7.27% | 201 | +15,550 | 5.0% | Q1 2026 | May 06, 2026 |
| Human Investing LLC | History | Added to | 317,962 | 189,997 | 27.67% | 28.08% | 202 | +878 | 0.28% | Q1 2026 | May 07, 2026 |
| Retirement Systems of Alabama | History | Reduced | 317,375 | 189,647 | 0.63% | 0.68% | 203 | -15,424 | -4.63% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 317,194 | 189,539 | 1.02% | 1.22% | 204 | -21,086 | -6.23% | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 315,926 | 188,781 | 8.71% | 9.06% | 205 | -7,499 | -2.32% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 311,853 | 186,347 | 0.05% | 0.02% | 206 | +166,352 | 114.33% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 305,843 | 182,756 | 2.09% | 2.23% | 207 | -9,496 | -3.01% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 279,403 | 182,701 | 4.08% | 4.16% | 208 | +13,140 | 4.93% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 303,739 | 181,329 | 0.9% | 1.0% | 209 | -296 | -0.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 300,100 | 179,324 | 0.84% | 0.87% | 210 | +5,720 | 1.94% | Q1 2026 | Apr 24, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 296,591 | 177,227 | 0.08% | 0.13% | 211 | -180,202 | -37.79% | Q1 2026 | May 18, 2026 |
| OP Asset Management Ltd | History | Added to | 293,158 | 175,176 | 2.15% | 1.63% | 212 | +73,668 | 33.56% | Q1 2026 | Apr 10, 2026 |
| American Trust | History | Added to | 290,703 | 173,709 | 15.35% | 15.25% | 213 | +1,463 | 0.51% | Q1 2026 | May 01, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 289,629 | 173,068 | 2.21% | 2.29% | 214 | +104 | 0.04% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Added to | 288,044 | 172,120 | 23.4% | 24.12% | 215 | +2,991 | 1.05% | Q1 2026 | May 04, 2026 |
| GoalVest Advisory LLC | History | Added to | 287,151 | 171,587 | 33.51% | 33.18% | 216 | +10,939 | 3.96% | Q1 2026 | Apr 13, 2026 |
| TLT Family Holdco ULC | History | No change | 285,650 | 170,690 | 23.57% | 19.67% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 285,132 | 170,384 | 0.61% | 0.63% | 218 | +23,977 | 9.18% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 280,269 | 167,474 | 14.68% | 15.56% | 219 | -4,027 | -1.42% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 279,939 | 167,276 | 2.05% | 2.06% | 220 | +23,787 | 9.29% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 277,910 | 166,065 | 0.56% | 0.57% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hardy Reed LLC | History | Reduced | 277,678 | 165,926 | 12.1% | 12.57% | 222 | -3,468 | -1.23% | Q1 2026 | Apr 28, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 277,322 | 165,713 | 8.96% | 9.16% | 223 | +11,922 | 4.49% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 276,774 | 165,386 | 0.51% | 0.41% | 224 | +96,178 | 53.26% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 276,504 | 165,225 | 2.36% | 2.61% | 225 | +6,294 | 2.33% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 275,452 | 164,596 | 0.91% | 4.1% | 226 | -1,584,448 | -85.19% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 274,941 | 164,291 | 1.22% | 1.42% | 227 | -7,118 | -2.52% | Q1 2026 | Apr 15, 2026 |
| Permanent Capital Management, LP | History | Added to | 246,616 | 162,909 | 25.34% | 30.0% | 228 | +1,097 | 0.45% | Q1 2026 | May 14, 2026 |
| Fairfield University | History | Added to | 271,653 | 162,326 | 81.33% | 85.53% | 229 | +859 | 0.32% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 2,450,569 | 162,160 | 2.57% | 0.38% | 230 | +2,224,298 | 983.02% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 269,580 | 161,087 | 0.03% | 0.39% | 231 | -3,289,689 | -92.43% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 267,576 | 160,000 | 11.05% | 12.37% | 232 | +39,611 | 17.38% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 265,319 | 158,541 | 0.96% | 1.02% | 233 | +658 | 0.25% | Q1 2026 | May 05, 2026 |
| Allen Investment Management, LLC | History | Reduced | 257,568 | 153,909 | 1.9% | 1.8% | 234 | -887 | -0.34% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 257,515 | 153,877 | 1.72% | 1.33% | 235 | +70,575 | 37.75% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | Reduced | 257,282 | 153,739 | 16.53% | 17.6% | 236 | -1,762 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 244,761 | 152,980 | 11.22% | 11.42% | 237 | +1,926 | 0.79% | Q1 2026 | Apr 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 255,244 | 152,521 | 3.28% | 3.41% | 238 | +27,287 | 11.97% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 255,244 | 152,521 | 2.84% | 2.94% | 239 | +27,287 | 11.97% | Q1 2026 | May 06, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 255,100 | 152,435 | 16.82% | 15.57% | 240 | -35,000 | -12.06% | Q1 2026 | May 07, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 242,780 | 152,228 | 15.72% | 15.72% | 241 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lutz Financial Services LLC | History | Reduced | 252,037 | 150,605 | 10.12% | 10.81% | 242 | -1,499 | -0.59% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 250,781 | 149,853 | 5.77% | 6.2% | 243 | +4,420 | 1.79% | Q1 2026 | Apr 28, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 278,997 | 146,161 | 26.22% | 28.35% | 244 | +17,909 | 6.86% | Q1 2026 | Apr 10, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 244,107 | 145,865 | 31.45% | 32.5% | 245 | +11,012 | 4.72% | Q1 2026 | Apr 13, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Added to | 243,898 | 145,741 | 100.0% | 0.31% | 246 | +243,137 | 31949.67% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 242,136 | 144,688 | 0.7% | 0.92% | 247 | -15,055 | -5.85% | Q1 2026 | May 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 240,471 | 143,693 | 5.69% | 5.74% | 248 | -759 | -0.31% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 239,969 | 143,393 | 2.31% | 2.72% | 249 | -27,506 | -10.28% | Q1 2026 | Apr 27, 2026 |
| Hirtle & Co., LLC | History | Added to | 238,838 | 142,717 | 4.89% | 5.08% | 250 | +782 | 0.33% | Q1 2026 | May 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 226,423 | 141,996 | 10.38% | 10.38% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 234,336 | 140,027 | 2.54% | 2.31% | 252 | +28,549 | 13.87% | Q1 2026 | Apr 10, 2026 |
| Clarius Group, LLC | History | No change | 222,141 | 139,311 | 7.95% | 7.95% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 233,070 | 139,270 | 0.07% | 0.02% | 254 | +149,729 | 179.66% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 232,695 | 139,046 | 11.62% | 11.59% | 255 | +4,375 | 1.92% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 229,422 | 137,091 | 1.34% | 1.78% | 256 | -60,554 | -20.88% | Q1 2026 | May 08, 2026 |
| William Marsh Rice University | History | Added to | 225,914 | 134,994 | 61.19% | 63.01% | 257 | +21,499 | 10.52% | Q1 2026 | May 11, 2026 |
| First Western Trust Bank | History | Reduced | 225,569 | 134,788 | 6.81% | 7.28% | 258 | -10,473 | -4.44% | Q1 2026 | May 12, 2026 |
| Steele Capital Management, Inc. | History | Added to | 223,899 | 133,791 | 5.54% | 5.89% | 259 | +4,942 | 2.26% | Q1 2026 | Apr 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 223,124 | 133,328 | 2.53% | 2.79% | 260 | -12,883 | -5.46% | Q1 2026 | May 01, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 223,000 | 133,253 | 4.88% | 6.3% | 261 | -77,700 | -25.84% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 220,542 | 131,784 | 6.97% | 7.21% | 262 | +2,652 | 1.22% | Q1 2026 | Apr 17, 2026 |
| AFBI LP | History | New | 219,490 | 131,156 | 100.0% | — | 263 | +219,490 | New | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 216,680 | 129,477 | 1.44% | 2.63% | 264 | -94,128 | -30.28% | Q1 2026 | May 15, 2026 |
| Yarbrough Capital, LLC | History | No change | 216,447 | 129,338 | 4.53% | 4.23% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Reduced | 214,486 | 128,166 | 0.34% | 0.38% | 266 | -6,279 | -2.84% | Q1 2026 | May 14, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 212,594 | 127,035 | 10.17% | 10.99% | 267 | +28,347 | 15.39% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 211,081 | 126,131 | 8.18% | 7.73% | 268 | +23,470 | 12.51% | Q1 2026 | Apr 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 210,845 | 125,990 | 0.12% | 0.11% | 269 | +30,184 | 16.71% | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 210,356 | 125,698 | 3.86% | 4.37% | 270 | -117 | -0.06% | Q1 2026 | May 08, 2026 |
| Banco Santander, S.A. | History | Reduced | 209,633 | 125,266 | 1.01% | 1.15% | 271 | -36,115 | -14.7% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Added to | 208,790 | 124,762 | 23.19% | 25.23% | 272 | +9,031 | 4.52% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 208,079 | 124,337 | 0.07% | 0.07% | 273 | +4,484 | 2.2% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 207,880 | 124,222 | 2.01% | 1.84% | 274 | +65,206 | 45.7% | Q1 2026 | Apr 21, 2026 |
| Silphium Asset Management Ltd | History | Added to | 206,920 | 123,645 | 46.84% | 39.88% | 275 | +56,920 | 37.95% | Q1 2026 | May 05, 2026 |
| American Family Investments, Inc. | History | Added to | 206,921 | 123,645 | 3.25% | 4.24% | 276 | +19,188 | 10.22% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 204,826 | 122,393 | 0.55% | 0.55% | 277 | +4,228 | 2.11% | Q1 2026 | May 07, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 204,711 | 122,325 | 30.06% | 38.89% | 278 | -44,040 | -17.7% | Q1 2026 | Apr 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 203,535 | 121,622 | 1.41% | 1.57% | 279 | -2,196 | -1.07% | Q1 2026 | May 08, 2026 |
| RMR Wealth Builders | History | Added to | 202,306 | 120,887 | 9.52% | 9.42% | 280 | +14,648 | 7.81% | Q1 2026 | Apr 22, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 202,122 | 120,778 | 12.15% | 12.33% | 281 | +4,905 | 2.49% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Added to | 194,068 | 120,582 | 3.89% | 4.14% | 282 | +6,285 | 3.35% | Q1 2026 | Apr 09, 2026 |
| Ancora Advisors LLC | History | Added to | 201,763 | 120,563 | 2.56% | 2.61% | 283 | +12 | 0.01% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 201,197 | 120,224 | 13.04% | 11.27% | 284 | +39,930 | 24.76% | Q1 2026 | Apr 24, 2026 |
| StoneX Group Inc. | History | Added to | 199,888 | 119,433 | 6.43% | 5.42% | 285 | +560 | 0.28% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 198,432 | 118,572 | 1.41% | 1.54% | 286 | -18,654 | -8.59% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 197,734 | 118,156 | 2.37% | 2.07% | 287 | +35,772 | 22.09% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 197,683 | 118,125 | 0.88% | 0.98% | 288 | +4,319 | 2.23% | Q1 2026 | May 15, 2026 |
| Performa Ltd (US), LLC | History | Added to | 197,430 | 117,974 | 26.69% | 30.24% | 289 | +7,417 | 3.9% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 196,976 | 117,703 | 0.76% | 0.79% | 290 | +3,108 | 1.6% | Q1 2026 | Apr 27, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 196,400 | 117,358 | 39.15% | 39.02% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 194,643 | 116,309 | 18.85% | 19.96% | 292 | -3,257 | -1.65% | Q1 2026 | Apr 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 193,200 | 115,446 | 11.16% | 8.58% | 293 | +24,769 | 14.71% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 192,346 | 114,897 | 0.06% | 0.07% | 294 | -4,836 | -2.45% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 191,896 | 114,667 | 2.78% | 2.68% | 295 | -10,051 | -4.98% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 191,231 | 114,269 | 0.91% | 0.59% | 296 | +112,457 | 142.76% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 189,906 | 113,478 | 6.16% | 6.17% | 297 | +10,047 | 5.59% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 189,287 | 113,108 | 1.93% | 1.91% | 298 | +2,278 | 1.22% | Q1 2026 | May 04, 2026 |
| Crane Advisory, LLC | History | Reduced | 172,623 | 111,317 | 16.66% | 16.83% | 299 | -1,458 | -0.84% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Added to | 185,617 | 110,915 | 0.54% | 0.39% | 300 | +72,418 | 63.97% | Q1 2026 | May 11, 2026 |