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.
Details.
Showing first 300 of
4,026 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Global Advisers, LLC | History | No change | 41,269,848 | 28,344,544 | 13.21% | 13.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,148,382 | 21,393,020 | 5.8% | 5.8% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 30,713,968 | 21,094,660 | 11.89% | 11.89% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 27,849,974 | 19,127,640 | 1.23% | 1.23% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 24,882,329 | 17,089,433 | 0.9% | 0.9% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,987,874 | 16,335,984 | 0.9% | 0.9% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,541,326 | 12,432,185 | 4.98% | 4.98% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,458,745 | 10,617,220 | 0.92% | 0.92% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,822,531 | 7,432,569 | 1.75% | 1.75% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,937,416 | 6,825,117 | 1.02% | 1.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorns Advisers, LLC | History | No change | 9,716,948 | 6,673,697 | 43.52% | 43.52% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,679,113 | 6,647,711 | 0.52% | 0.52% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,762,285 | 5,331,214 | 14.31% | 14.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,625,789 | 4,550,658 | 1.02% | 1.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,461,383 | 4,437,742 | 0.72% | 0.72% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,462,185 | 3,751,483 | 4.64% | 4.64% | 16 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cerity Partners LLC | History | No change | 5,299,979 | 3,629,057 | 4.39% | 4.39% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,787,477 | 3,288,087 | 0.42% | 0.42% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 4,469,484 | 3,069,737 | 13.75% | 13.75% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,384,186 | 3,011,400 | 0.61% | 0.61% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 4,306,256 | 2,957,579 | 11.91% | 11.91% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovator Capital Management, LLC | History | No change | 4,290,863 | 2,947,007 | 99.91% | 99.91% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 4,037,865 | 2,773,245 | 4.77% | 4.77% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alberta Investment Management Corp | History | No change | 3,880,748 | 2,665,336 | 14.92% | 14.92% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 3,667,710 | 2,519,019 | 0.83% | 0.83% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,216,197 | 2,208,916 | 1.18% | 1.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,136,608 | 2,154,253 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,925,650 | 2,009,365 | 13.14% | 13.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 2,758,297 | 1,894,425 | 1.84% | 1.84% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 2,754,197 | 1,891,610 | 27.3% | 27.3% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,688,933 | 1,846,787 | 1.89% | 1.89% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 2,501,606 | 1,718,114 | 11.56% | 11.56% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 2,490,905 | 1,710,779 | 2.37% | 2.37% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 2,380,406 | 1,634,886 | 1.84% | 1.84% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,355,030 | 1,617,458 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 2,353,485 | 1,616,396 | 21.25% | 21.25% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 2,282,662 | 1,567,755 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 2,217,664 | 1,523,046 | 1.39% | 1.39% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FJ Investments, LLC | History | No change | 2,108,696 | 1,448,273 | 78.64% | 78.64% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,053,373 | 1,410,277 | 3.26% | 3.26% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF KOREA | History | No change | 1,923,442 | 1,321,039 | 33.99% | 33.99% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trans-Canada Capital Inc. | History | No change | 1,921,146 | 1,319,462 | 72.26% | 72.26% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,891,310 | 1,298,971 | 3.78% | 3.78% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,843,153 | 1,265,895 | 5.59% | 5.59% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,835,901 | 1,260,915 | 0.46% | 0.46% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E-L Financial Corp Ltd | History | No change | 1,244,848 | 1,214,922 | 100.0% | 100.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,732,785 | 1,190,093 | 1.42% | 1.42% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,667,490 | 1,145,298 | 0.95% | 0.95% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 1,655,904 | 1,137,291 | 0.66% | 0.66% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,606,745 | 1,103,351 | 6.08% | 6.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USS Investment Management Ltd | History | No change | 1,569,585 | 1,076,798 | 3.87% | 3.87% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,567,739 | 1,076,739 | 0.32% | 0.32% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Freestone Grove Partners LP | History | No change | 1,501,826 | 1,031,469 | 6.62% | 6.62% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,500,334 | 1,031,356 | 1.21% | 1.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,477,660 | 1,014,871 | 47.21% | 47.21% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,472,234 | 1,011,145 | 0.79% | 0.79% | 56 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,469,667 | 1,009,381 | 0.33% | 0.33% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,464,441 | 1,000,647 | 1.22% | 1.22% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,452,227 | 997,405 | 1.53% | 1.53% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,450,939 | 996,520 | 9.41% | 9.41% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,449,018 | 995,200 | 1.08% | 1.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,632,523 | 975,514 | 0.32% | 0.32% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 1,406,914 | 966,282 | 23.34% | 23.34% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,400,242 | 961,700 | 20.3% | 20.3% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 1,339,649 | 920,084 | 55.26% | 55.26% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,315,456 | 903,468 | 1.14% | 1.14% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,308,720 | 898,841 | 0.79% | 0.79% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 1,294,234 | 888,892 | 0.17% | 0.17% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,292,710 | 887,845 | 3.21% | 3.21% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekmur Asset Management LLC | History | No change | 1,278 | 877,835 | 42.47% | 42.47% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,245,238 | 855,241 | 1.26% | 1.26% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DUMAC, INC. | History | No change | 1,223,510 | 840,318 | 76.36% | 76.36% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,219,824 | 830,712 | 0.59% | 0.59% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,197,901 | 822,730 | 1.26% | 1.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,176,174 | 807,807 | 3.75% | 3.75% | 75 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,174,634 | 806,750 | 14.12% | 14.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,154,326 | 792,802 | 4.37% | 4.37% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 1,132,544 | 777,842 | 20.89% | 20.89% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | No change | 1,022,597 | 702,329 | 21.93% | 21.93% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWF LLC | History | No change | 1,008,873 | 692,904 | 46.36% | 46.36% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 970,022 | 666,220 | 0.92% | 0.92% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 955,039 | 650,391 | 1.88% | 1.88% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Summit Trail Advisors, LLC | History | No change | 944,467 | 648,669 | 8.16% | 8.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 944,297 | 648,552 | 0.23% | 0.23% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pandi, LLC | History | No change | 942,369 | 647,228 | 98.32% | 98.32% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEPC LLC | History | No change | 941,895 | 646,902 | 12.07% | 12.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Constellation Investments, Inc. | History | No change | 936,173 | 642,972 | 20.19% | 20.19% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| P/E Global LLC | History | No change | 921,199 | 632,688 | 40.6% | 40.6% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Asset Management Inc | History | No change | 918,601 | 630,490 | 1.38% | 1.38% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 917,839 | 630,381 | 10.1% | 10.1% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 892,933 | 612,873 | 3.67% | 3.67% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 883,355 | 606,697 | 1.17% | 1.17% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 857,924 | 589,230 | 1.09% | 1.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 853,265 | 586,030 | 1.2% | 1.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 845,691 | 580,829 | 0.39% | 0.39% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Call To Action Foundation | History | No change | 842,980 | 578,967 | 100.0% | 100.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 816,784 | 560,949 | 0.59% | 0.59% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenTrust, LLC | History | No change | 812,211 | 557,834 | 21.43% | 21.43% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 771,671 | 529,991 | 0.64% | 0.64% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 770,657 | 529,294 | 6.21% | 6.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| West Virginia University Foundation, Inc | History | No change | 770,596 | 529,253 | 43.24% | 43.24% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 760,880 | 522,579 | 6.3% | 6.3% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 749,797 | 514,968 | 22.52% | 22.52% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 748,715 | 514,224 | 1.69% | 1.69% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACQUARIE GROUP LTD | History | No change | 743,013 | 510,308 | 2.2% | 2.2% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liquid Strategies, LLC | History | No change | 733,137 | 503,525 | 68.76% | 68.76% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Norinchukin Bank, The | History | No change | 733,080 | 503,486 | 4.9% | 4.9% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 731,870 | 502,655 | 1.71% | 1.71% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 732,817 | 501,594 | 0.81% | 0.81% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 717,731 | 492,945 | 0.68% | 0.68% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 716,941 | 492,401 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 684,968 | 470,442 | 1.4% | 1.4% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 665,340 | 456,961 | 11.25% | 11.25% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 640,887 | 440,167 | 23.56% | 23.56% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 625,006 | 429,260 | 5.92% | 5.92% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 621,921 | 427,141 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 617,625 | 424,191 | 1.94% | 1.94% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investure, LLC | History | No change | 617,166 | 423,875 | 26.49% | 26.49% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kensington Asset Management, LLC | History | No change | 609,865 | 418,861 | 22.84% | 22.84% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 606,086 | 416,265 | 1.43% | 1.43% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 603,781 | 414,682 | 8.25% | 8.25% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthRock Partners, LLC | History | No change | 599,760 | 411,921 | 5.98% | 5.98% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 598,758 | 411,233 | 10.61% | 10.61% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NEW YORK LIFE INSURANCE CO | History | No change | 596,181 | 409,463 | 77.66% | 77.66% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 592,238 | 406,754 | 4.55% | 4.55% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 575,720 | 395,410 | 27.2% | 27.2% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 573,085 | 394,220 | 0.66% | 0.66% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 568,773 | 390,638 | 15.41% | 15.41% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| National Philanthropic Trust | History | No change | 560,071 | 384,662 | 5.56% | 5.56% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 558,871 | 383,838 | 8.92% | 8.92% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keel Point, LLC | History | No change | 557,683 | 383,022 | 22.62% | 22.62% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 552,132 | 379,209 | 1.75% | 1.75% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 550,176 | 377,866 | 0.57% | 0.57% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSSIAM | History | No change | 550,000 | 377,745 | 5.01% | 5.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 549,217 | 377,207 | 35.26% | 35.26% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 6,398,724 | 375,873 | 5.96% | 5.96% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 545,605 | 374,660 | 2.93% | 2.93% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 543,613 | 373,358 | 3.18% | 3.18% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 538,489 | 369,839 | 0.25% | 0.25% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBE LIFE INC. | History | No change | 536,683 | 368,599 | 87.43% | 87.43% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M&T BANK CORP | History | No change | 533,520 | 366,406 | 1.07% | 1.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 556,625 | 362,177 | 1.06% | 1.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 514,982 | 353,695 | 10.65% | 10.65% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 510,856 | 350,171 | 0.54% | 0.54% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JBF Capital, Inc. | History | No change | 509,121 | 349,669 | 45.77% | 45.77% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 508,379 | 349,159 | 17.91% | 17.91% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 507,533 | 348,578 | 8.86% | 8.86% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 505,167 | 346,953 | 1.33% | 1.33% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 497,985 | 342,021 | 3.63% | 3.63% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 486,164 | 333,902 | 0.52% | 0.52% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 484,959 | 333,074 | 1.07% | 1.07% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 474,935 | 326,189 | 1.67% | 1.67% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stephens Greth Foundation | History | No change | 464,837 | 319,254 | 65.8% | 65.8% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 464,796 | 319,227 | 16.35% | 16.35% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 463,765 | 318,518 | 4.89% | 4.89% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bridgewater Associates, LP | History | No change | 458,381 | 314,820 | 1.29% | 1.29% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 450,098 | 309,131 | 1.43% | 1.43% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JABODON PT CO | History | No change | 448,017 | 307,703 | 30.19% | 30.19% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 445,115 | 305,709 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 444,325 | 305,166 | 10.9% | 10.9% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 441,653 | 303,331 | 0.12% | 0.12% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 433,099 | 297,456 | 6.32% | 6.32% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allianz Asset Management GmbH | History | No change | 432,842 | 297,280 | 0.24% | 0.24% | 163 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 430,074 | 295,378 | 0.75% | 0.75% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 427,902 | 293,887 | 2.78% | 2.78% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 423,413 | 290,804 | 0.56% | 0.56% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 422,331 | 290,061 | 15.58% | 15.58% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | No change | 422,234 | 289,994 | 30.47% | 30.47% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 419,372 | 288,028 | 0.75% | 0.75% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 414,994 | 285,022 | 3.84% | 3.84% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 411,578 | 282,636 | 11.28% | 11.28% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | No change | 405,502 | 278,502 | 90.04% | 90.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 400,723 | 275,239 | 0.3% | 0.3% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sageworth Trust Co | History | No change | 400,722 | 275,219 | 10.84% | 10.84% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTRUST BANK NA | History | No change | 397,829 | 273,232 | 20.17% | 20.17% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fusion Family Wealth, LLC | History | No change | 390,755 | 268,374 | 17.83% | 17.83% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 386,743 | 265,651 | 0.72% | 0.72% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 385,756 | 264,940 | 1.3% | 1.3% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Betterment LLC | History | No change | 385,170 | 264,539 | 0.45% | 0.45% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 380,227 | 261,143 | 6.68% | 6.68% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiera Capital Corp | History | No change | 375,177 | 257,675 | 0.93% | 0.93% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 367,311 | 252,273 | 23.51% | 23.51% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Karpus Management, Inc. | History | No change | 366,496 | 251,712 | 7.24% | 7.24% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 365,387 | 250,951 | 5.71% | 5.71% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 361,789 | 248,482 | 3.11% | 3.11% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 361,351 | 248,179 | 3.11% | 3.11% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 360,451 | 247,561 | 2.49% | 2.49% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Price Financial Group Wealth Management, Inc | History | No change | 358 | 246,421 | 4.1% | 4.1% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gleason Group, Inc. | History | No change | 357,955 | 245,846 | 21.46% | 21.46% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GeoWealth Management, LLC | History | No change | 357,401 | 245,464 | 7.72% | 7.72% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 355,449 | 244,125 | 0.92% | 0.92% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 353,867 | 243,039 | 1.03% | 1.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 353,195 | 241,137 | 0.99% | 0.99% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powers Capital, LLC | History | No change | 350,822 | 240,948 | 98.88% | 98.88% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 349,813 | 240,255 | 1.64% | 1.64% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 345,692 | 237,424 | 4.87% | 4.87% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 345,129 | 237,037 | 13.73% | 13.73% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 344,538 | 236,632 | 17.87% | 17.87% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 342,986 | 235,566 | 6.88% | 6.88% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 341,085 | 234,261 | 45.91% | 45.91% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | No change | 340,287 | 233,712 | 12.73% | 12.73% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON CORP | History | No change | 339 | 233,094 | 12.58% | 12.58% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 332,032 | 228,042 | 1.06% | 1.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WIT, LLC | History | No change | 330,403 | 226,924 | 3.62% | 3.62% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wallace Foundation | History | No change | 330,139 | 226,742 | 100.0% | 100.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | No change | 329,590 | 226,365 | 0.68% | 0.68% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Human Investing LLC | History | No change | 326,199 | 224,036 | 29.05% | 29.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GoalVest Advisory LLC | History | Added to | 319,605 | 223,998 | 38.74% | 38.53% | 208 | +17,153 | 5.67% | Q3 2026 | Oct 02, 2026 |
| First American Financial Corp | History | No change | 326,076 | 223,952 | 57.36% | 57.36% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 324,303 | 222,734 | 1.33% | 1.33% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trajan Wealth LLC | History | No change | 321,956 | 221,122 | 8.35% | 8.35% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 319,111 | 219,045 | 0.37% | 0.37% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | No change | 316,290 | 217,231 | 2.32% | 2.32% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EQUITABLE TRUST CO | History | No change | 313,997 | 215,656 | 9.0% | 9.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Advisors / MI | History | No change | 313,430 | 215,266 | 13.02% | 13.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 312,492 | 214,622 | 1.28% | 1.28% | 216 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 311,851 | 214,182 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFBI LP | History | No change | 309,100 | 212,292 | 100.0% | 100.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 306,984 | 210,839 | 3.58% | 3.58% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 301,842 | 207,308 | 2.08% | 2.08% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 300,175 | 206,162 | 2.16% | 2.16% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perigon Wealth Management, LLC | History | No change | 299,727 | 205,855 | 3.24% | 3.24% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 299,596 | 205,765 | 1.65% | 1.65% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 291,353 | 199,961 | 0.61% | 0.61% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 291,051 | 199,897 | 2.19% | 2.19% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 290,969 | 199,840 | 1.31% | 1.31% | 226 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bogart Wealth, LLC | History | No change | 287,374 | 197,371 | 6.76% | 6.76% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 287,154 | 197,220 | 9.18% | 9.18% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glassman Wealth Services | History | No change | 286,579 | 196,825 | 23.58% | 23.58% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 286,184 | 196,554 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 286,051 | 196,462 | 0.46% | 0.46% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 285,055 | 195,778 | 15.16% | 15.16% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 287,380 | 195,018 | 3.9% | 3.9% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 283,931 | 195,006 | 2.24% | 2.24% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust | History | No change | 283,744 | 194,878 | 15.02% | 15.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 279,177 | 191,741 | 1.8% | 1.8% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 277,910 | 190,871 | 0.57% | 0.57% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 277,855 | 190,833 | 2.4% | 2.4% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 276,737 | 190,066 | 0.91% | 0.91% | 239 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hardy Reed LLC | History | No change | 275,145 | 188,972 | 12.13% | 12.13% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BIP Wealth, LLC | History | No change | 273,046 | 187,530 | 5.32% | 5.32% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 272,432 | 187,108 | 1.14% | 1.14% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fairfield University | History | No change | 272,430 | 187,107 | 75.76% | 75.76% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 266,610 | 183,142 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fund Evaluation Group, LLC | History | No change | 265,157 | 182,112 | 4.92% | 4.92% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 261,443 | 179,561 | 3.4% | 3.4% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 261,443 | 179,561 | 2.98% | 2.98% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allen Investment Management, LLC | History | No change | 259,574 | 178,278 | 2.12% | 2.12% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lutz Financial Services LLC | History | No change | 256,299 | 176,029 | 10.72% | 10.72% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Opus Capital Group, LLC | History | No change | 256,180 | 175,947 | 17.04% | 17.04% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 255,739 | 175,644 | 0.97% | 0.97% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 255,100 | 175,205 | 16.01% | 16.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 253,312 | 173,976 | 11.24% | 11.24% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Permanent Capital Management, LP | History | No change | 253,227 | 173,918 | 23.29% | 23.29% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 244,172 | 168,072 | 6.9% | 6.9% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | No change | 244,554 | 167,962 | 100.0% | 100.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Woodbridge CO LTD | History | No change | 243,800 | 167,444 | 0.66% | 0.66% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 243,721 | 167,389 | 3.22% | 3.22% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 242,780 | 166,717 | 15.95% | 15.95% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 243,447 | 166,315 | 5.98% | 5.98% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wiser Wealth Management, Inc | History | No change | 241,952 | 166,175 | 31.79% | 31.79% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 241,195 | 165,654 | 2.74% | 2.74% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 285,434 | 162,856 | 27.43% | 27.43% | 263 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hirtle & Co., LLC | History | No change | 235,658 | 161,852 | 5.32% | 5.32% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 234,959 | 161,371 | 0.74% | 0.74% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 232,429 | 159,634 | 0.93% | 0.93% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 232,273 | 159,527 | 11.96% | 11.96% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 230,868 | 158,562 | 7.62% | 7.62% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Goldstone Financial Group, LLC | History | No change | 230,142 | 158,063 | 14.45% | 14.45% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners OCIO LLC | History | No change | 228,001 | 156,593 | 7.93% | 7.93% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Wealth Builders | History | No change | 227,464 | 156,224 | 9.7% | 9.7% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steele Capital Management, Inc. | History | No change | 225,206 | 154,673 | 5.69% | 5.69% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 225,042 | 154,561 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 223,000 | 153,158 | 6.06% | 6.06% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 220,750 | 151,613 | 0.13% | 0.13% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Western Trust Bank | History | No change | 219,510 | 150,761 | 7.35% | 7.35% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 219,307 | 150,647 | 2.37% | 2.37% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 214,836 | 150,570 | 27.6% | 27.44% | 278 | +4,091 | 1.94% | Q3 2026 | Oct 01, 2026 |
| MAYPORT, LLC | History | No change | 218,387 | 149,990 | 23.26% | 23.26% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Family Investments, Inc. | History | No change | 217,810 | 149,594 | 2.7% | 2.7% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yarbrough Capital, LLC | History | No change | 216,447 | 148,658 | 4.45% | 4.45% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 214,238 | 147,140 | 1.79% | 1.79% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HB Wealth Management, LLC | History | No change | 213,262 | 146,470 | 0.82% | 0.82% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TLT Family Holdco ULC | History | No change | 212,750 | 146,118 | 20.76% | 20.76% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 212,237 | 145,766 | 5.23% | 5.23% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 212,022 | 145,618 | 2.43% | 2.43% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 209,049 | 143,576 | 1.43% | 1.43% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 236,304 | 143,353 | 2.37% | 2.37% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | No change | 205,604 | 142,660 | 3.91% | 3.91% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Silphium Asset Management Ltd | History | No change | 206,920 | 142,114 | 47.91% | 47.91% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Go Invest LLC | History | No change | 204,291 | 140,309 | 32.97% | 32.97% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| William Marsh Rice University | History | No change | 203,965 | 140,085 | 63.91% | 63.91% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Banco Santander, S.A. | History | No change | 202,961 | 139,395 | 0.87% | 0.87% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triad Wealth Partners, LLC | History | No change | 199,635 | 139,025 | 8.19% | 8.19% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 202,245 | 138,903 | 5.6% | 5.6% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 200,052 | 137,397 | 2.54% | 2.54% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Performa Ltd (US), LLC | History | No change | 199,789 | 137,217 | 22.14% | 22.14% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 199,754 | 137,193 | 16.03% | 16.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROW FINANCIAL CORP | History | No change | 199,441 | 136,978 | 12.27% | 12.27% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sepio Capital, LP | History | No change | 197,490 | 135,638 | 6.82% | 6.82% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |