VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | Added to | 31,010,194 | 4,260,180 | 8.66% | 7.17% | 1 | +15,505,097 | 100.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 8,804,241 | 1,217,802 | 0.07% | 0.06% | 2 | +2,155,099 | 32.41% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 8,608,960 | 1,190,791 | 18.88% | 18.57% | 3 | +508,466 | 6.28% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,369,493 | 742,708 | 0.05% | 0.03% | 4 | +2,196,829 | 69.24% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,671,484 | 646,159 | 0.1% | 0.04% | 5 | +3,124,660 | 202.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 4,548,650 | 629,210 | 0.76% | 0.7% | 6 | +310,719 | 7.33% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,115,492 | 569,254 | 0.15% | 0.07% | 7 | +2,460,108 | 148.61% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,719,500 | 514,481 | 0.07% | 0.01% | 8 | +3,059,809 | 463.82% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 2,983,473 | 400,352 | 0.33% | 0.4% | 9 | -762,439 | -20.35% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,485,624 | 343,811 | 0.05% | 0.05% | 10 | -35,893 | -1.42% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,312,323 | 319,840 | 0.2% | 0.21% | 11 | +2,064 | 0.09% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,304,753 | 318,794 | 0.06% | 0.05% | 12 | +102,431 | 4.65% | Q1 2026 | May 15, 2026 |
| BRANDYWINE TRUST CO | History | Added to | 2,071,874 | 286,581 | 51.94% | 49.65% | 13 | +64,091 | 3.19% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,478,809 | 208,600 | 0.07% | 0.08% | 14 | -228,435 | -13.38% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,472,738 | 203,709 | 11.08% | 11.11% | 15 | +43,807 | 3.07% | Q1 2026 | May 06, 2026 |
| SCS Capital Management LLC | History | Added to | 1,232,397 | 170,465 | 1.81% | 1.1% | 16 | +497,645 | 67.73% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,219,829 | 168,726 | 0.04% | 0.04% | 17 | +76,624 | 6.7% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,200,129 | 166,001 | 0.03% | 0.03% | 18 | -8,710 | -0.72% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 1,103,217 | 152,596 | 0.25% | 0.31% | 19 | -3,852 | -0.35% | Q1 2026 | May 15, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 1,100,000 | 152,152 | 5.57% | 7.51% | 20 | -495,000 | -31.03% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,025,373 | 141,829 | 0.23% | 0.18% | 21 | +105,095 | 11.42% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Added to | 1,018,695 | 140,906 | 15.72% | 5.8% | 22 | +689,524 | 209.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,000,602 | 138,403 | 0.25% | 0.26% | 23 | -25,141 | -2.45% | Q1 2026 | May 14, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 912,923 | 126,275 | 51.34% | 52.24% | 24 | +14,814 | 1.65% | Q1 2026 | May 14, 2026 |
| DC Investments Management, LLC | History | Added to | 885,102 | 122,427 | 46.87% | 51.95% | 25 | +52,356 | 6.29% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | Reduced | 881,834 | 121,975 | 2.43% | 2.8% | 26 | -48,942 | -5.26% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Reduced | 866,336 | 119,831 | 1.93% | 2.3% | 27 | -18,520 | -2.09% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 848,100 | 117,309 | 0.12% | 0.12% | 28 | +81,021 | 10.56% | Q1 2026 | May 13, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 839,995 | 116,188 | 6.97% | 12.46% | 29 | -757,003 | -47.4% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 835,703 | 115,594 | 0.04% | 0.06% | 30 | -490,874 | -37.0% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 791,922 | 109,538 | 3.0% | 2.85% | 31 | +7,305 | 0.93% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 791,069 | 109,420 | 0.47% | 0.49% | 32 | -32,113 | -3.9% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 775,419 | 107,255 | 0.02% | 0.01% | 33 | +409,380 | 111.84% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 772,787 | 106,684 | 0.12% | 0.12% | 34 | +79,707 | 11.5% | Q1 2026 | May 13, 2026 |
| Madrone Advisors, LLC | History | Added to | 751,043 | 103,884 | 10.11% | 6.07% | 35 | +55,150 | 7.93% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 723,873 | 100,126 | 3.46% | 3.77% | 36 | +6,895 | 0.96% | Q1 2026 | May 06, 2026 |
| Permanent Capital Management, LP | History | Added to | 643,393 | 97,281 | 15.13% | 0.39% | 37 | +629,048 | 4385.14% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 677,819 | 93,746 | 0.02% | 0.02% | 38 | -429 | -0.06% | Q1 2026 | May 15, 2026 |
| Wind River Trust Co | History | Reduced | 626,805 | 86,699 | 32.7% | 33.57% | 39 | -10,532 | -1.65% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 616,834 | 85,320 | 0.12% | 0.13% | 40 | +7,110 | 1.17% | Q1 2026 | May 15, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Added to | 614,236 | 84,961 | 19.15% | 14.68% | 41 | +9,516 | 1.57% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 655,991 | 83,819 | 0.12% | 0.13% | 42 | -32,622 | -4.74% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 594,703 | 82,259 | 0.09% | 0.09% | 43 | +16,690 | 2.89% | Q1 2026 | May 05, 2026 |
| Sageworth Trust Co | History | Reduced | 575,257 | 79,569 | 3.42% | 3.51% | 44 | -4,970 | -0.86% | Q1 2026 | Apr 29, 2026 |
| Allianz Asset Management GmbH | History | Added to | 567,130 | 78,445 | 0.08% | 0.08% | 45 | +16,160 | 2.93% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 560,011 | 77,460 | 0.01% | 0.01% | 46 | -106,161 | -15.94% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 486,716 | 72,491 | 1.29% | — | 47 | +486,716 | New | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 519,204 | 71,816 | 0.7% | 0.73% | 48 | -10,112 | -1.91% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 493,679 | 68,285 | 2.57% | 3.01% | 49 | -78,627 | -13.74% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 487,491 | 67,429 | 1.05% | 1.23% | 50 | -15,692 | -3.12% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 497,680 | 66,997 | 0.03% | 0.03% | 51 | +199,468 | 66.89% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 496,657 | 66,646 | 0.0% | 0.0% | 52 | -12,462 | -2.45% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 481,063 | 66,540 | 1.2% | 1.26% | 53 | +2,874 | 0.6% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 465,202 | 64,346 | 6.77% | 7.2% | 54 | -31,728 | -6.38% | Q1 2026 | Apr 20, 2026 |
| TLT Family Holdco ULC | History | No change | 451,000 | 62,382 | 8.62% | 6.98% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 439,739 | 60,824 | 0.34% | 0.34% | 56 | -13,068 | -2.89% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 436,558 | 60,384 | 0.08% | 0.09% | 57 | -35,967 | -7.61% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL PLC | History | Added to | 435,400 | 60,224 | 0.35% | 0.16% | 58 | +291,700 | 202.99% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 397,476 | 55,225 | 0.06% | 0.06% | 59 | +14,626 | 3.82% | Q1 2026 | May 14, 2026 |
| Yarbrough Capital, LLC | History | No change | 390,377 | 53,996 | 1.89% | 1.71% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 379,038 | 52,428 | 2.13% | 2.01% | 61 | -25,408 | -6.28% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 378,997 | 52,422 | 0.07% | 0.07% | 62 | +5,992 | 1.61% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 377,047 | 52,153 | 0.04% | 0.04% | 63 | +8,261 | 2.24% | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 373,335 | 51,639 | 2.5% | 2.71% | 64 | +3,270 | 0.88% | Q1 2026 | May 15, 2026 |
| Alta Advisers Ltd | History | Added to | 490,210 | 51,418 | 18.6% | 15.72% | 65 | +76,599 | 18.52% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 365,960 | 50,619 | 1.1% | 0.97% | 66 | +34,172 | 10.3% | Q1 2026 | May 15, 2026 |
| BRIGHTON JONES LLC | History | Added to | 328,705 | 45,466 | 1.92% | 1.64% | 67 | +13,498 | 4.28% | Q1 2026 | Apr 28, 2026 |
| WJ Interests, LLC | History | Added to | 300,756 | 41,600 | 15.98% | 17.36% | 68 | +14,679 | 5.13% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 291,889 | 40,374 | 0.11% | 0.1% | 69 | +10,410 | 3.7% | Q1 2026 | May 04, 2026 |
| Prentice Wealth Management LLC | History | Added to | 282,629 | 39,093 | 8.82% | 9.05% | 70 | +1,947 | 0.69% | Q1 2026 | Apr 17, 2026 |
| UNIVERSITY OF CHICAGO | History | Added to | 280,584 | 38,810 | 12.0% | 16.31% | 71 | +41,547 | 17.38% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 277,111 | 38,329 | 0.01% | 0.09% | 72 | +59,062 | 27.09% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 274,285 | 37,939 | 0.0% | 0.0% | 73 | -167,495 | -37.91% | Q1 2026 | May 13, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 270,708 | 37,444 | 10.88% | 12.32% | 74 | +58,702 | 27.69% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 249,066 | 34,450 | 0.0% | 0.0% | 75 | +141,366 | 131.26% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 245,838 | 34,004 | 0.38% | 0.0% | 76 | +244,373 | 16680.75% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 245,038 | 33,893 | 1.55% | 1.56% | 77 | -8,295 | -3.27% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 243,788 | 33,725 | 0.05% | 0.05% | 78 | -1,169 | -0.48% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 242,000 | 33,473 | 0.23% | 0.37% | 79 | -129,400 | -34.84% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 239,483 | 33,119 | 2.42% | 2.24% | 80 | +24,195 | 11.24% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 236,329 | 32,689 | 0.05% | 0.05% | 81 | -5,585 | -2.31% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 232,912 | 32,216 | 0.75% | 0.01% | 82 | +231,447 | 15798.43% | Q1 2026 | Apr 27, 2026 |
| TSG Advice Partners, LLC | History | Added to | 228,011 | 31,538 | 4.73% | 0.1% | 83 | +223,408 | 4853.53% | Q1 2026 | Apr 24, 2026 |
| Topor & Co. Korea | History | Reduced | 225,933 | 31,251 | 26.43% | 28.37% | 84 | -40,982 | -15.35% | Q1 2026 | Apr 27, 2026 |
| Accredited Investors Inc. | History | Added to | 225,310 | 31,164 | 1.68% | 1.48% | 85 | +28,215 | 14.32% | Q1 2026 | Apr 30, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 222,710 | 30,805 | 3.96% | 3.89% | 86 | +20,849 | 10.33% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 217,936 | 30,144 | 11.39% | 11.21% | 87 | +3,581 | 1.67% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 212,296 | 29,408 | 0.15% | 0.13% | 88 | +34,262 | 19.24% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 207,167 | 28,655 | 0.29% | 0.3% | 89 | +890 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | New | 206,150 | 28,514 | 1.52% | — | 90 | +206,150 | New | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 205,920 | 28,482 | 0.46% | 0.55% | 91 | +14,912 | 7.81% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 203,662 | 28,171 | 0.07% | 0.07% | 92 | +14,547 | 7.69% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 201,230 | 27,834 | 0.01% | 0.0% | 93 | +26,544 | 15.2% | Q1 2026 | May 05, 2026 |
| Compass Advisory Group LLC | History | Added to | 200,956 | 27,796 | 7.44% | 7.17% | 94 | +12,836 | 6.82% | Q1 2026 | Apr 21, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 200,854 | 27,782 | 12.6% | 12.99% | 95 | +1,698 | 0.85% | Q1 2026 | Apr 14, 2026 |
| Amitell Capital Pte Ltd | History | Added to | 197,749 | 27,352 | 43.85% | 15.38% | 96 | +100,209 | 102.74% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 195,901 | 27,096 | 0.39% | 0.36% | 97 | +46,823 | 31.41% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 195,069 | 26,982 | 0.01% | 0.01% | 98 | +16,807 | 9.43% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 192,069 | 26,566 | 0.05% | 0.04% | 99 | +98,382 | 105.01% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 190,079 | 26,291 | 0.32% | 0.34% | 100 | +1,728 | 0.92% | Q1 2026 | May 08, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 183,744 | 25,918 | 7.46% | 7.46% | 101 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Addison Capital Co | History | Added to | 185,084 | 25,600 | 4.55% | 2.2% | 102 | +122,635 | 196.38% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 178,195 | 24,647 | 0.23% | 0.3% | 103 | +7,127 | 4.17% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 176,898 | 24,468 | 0.02% | 0.02% | 104 | +6,075 | 3.56% | Q1 2026 | May 12, 2026 |
| Wealth Architects, LLC | History | Added to | 169,384 | 23,429 | 2.09% | 2.11% | 105 | +3,068 | 1.84% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 166,865 | 23,080 | 0.05% | 0.04% | 106 | +32,034 | 23.76% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Advisors | History | Reduced | 164,781 | 22,792 | 0.89% | 0.96% | 107 | -13,565 | -7.61% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 162,433 | 22,467 | 0.03% | 0.02% | 108 | +58,874 | 56.85% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 162,111 | 22,423 | 0.11% | 0.11% | 109 | +190 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 160,105 | 22,145 | 0.17% | 0.18% | 110 | +1,870 | 1.18% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 158,191 | 21,630 | 0.07% | 0.07% | 111 | -15,591 | -8.97% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 155,886 | 21,562 | 5.31% | 5.4% | 112 | -7,183 | -4.4% | Q1 2026 | May 15, 2026 |
| Intelligent Financial Strategies | History | Reduced | 155,814 | 21,552 | 11.23% | 11.19% | 113 | -9,201 | -5.58% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 155,026 | 21,443 | 0.16% | 0.17% | 114 | -275 | -0.18% | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 153,720 | 21,262 | 0.06% | 0.14% | 115 | -210,683 | -57.82% | Q1 2026 | May 05, 2026 |
| Weil Company, Inc. | History | Reduced | 150,664 | 20,839 | 4.68% | 6.13% | 116 | -38,172 | -20.21% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 146,707 | 20,694 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 148,255 | 20,506 | 0.0% | 0.0% | 118 | +40,553 | 37.65% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 144,738 | 20,020 | 3.36% | 1.8% | 119 | +68,990 | 91.08% | Q1 2026 | Apr 21, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 144,690 | 20,013 | 4.23% | 4.23% | 120 | +4,283 | 3.05% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 141,393 | 19,557 | 0.03% | 0.02% | 121 | +37,999 | 36.75% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 140,924 | 19,492 | 2.28% | 2.28% | 122 | -59 | -0.04% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 137,354 | 18,998 | 1.02% | 1.04% | 123 | +323 | 0.24% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 128,295 | 18,097 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 134,512 | 18,050 | 0.65% | 0.64% | 125 | +14,788 | 12.35% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 130,162 | 18,004 | 2.54% | 4.45% | 126 | -40,557 | -23.76% | Q1 2026 | Apr 20, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 129,979 | 17,978 | 0.4% | 0.31% | 127 | +30,373 | 30.49% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Added to | 128,257 | 17,740 | 0.0% | 0.0% | 128 | +312 | 0.24% | Q1 2026 | May 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 127,050 | 17,577 | 9.41% | 10.16% | 129 | -6,568 | -4.92% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 123,629 | 17,100 | 1.05% | 0.82% | 130 | +3,338 | 2.77% | Q1 2026 | Apr 28, 2026 |
| Systelligence, LLC | History | Reduced | 119,894 | 16,583 | 3.22% | 3.78% | 131 | -20,860 | -14.82% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 117,634 | 16,271 | 0.09% | 0.1% | 132 | +15,964 | 15.7% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Added to | 116,876 | 16,166 | 0.07% | 0.06% | 133 | +17,237 | 17.3% | Q1 2026 | May 12, 2026 |
| Red Wave Investments LLC | History | Reduced | 116,591 | 16,126 | 4.82% | 5.19% | 134 | -7,018 | -5.68% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 116,196 | 16,072 | 0.05% | 0.05% | 135 | +20,211 | 21.06% | Q1 2026 | May 15, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 116,001 | 16,045 | 4.69% | 4.35% | 136 | +10,679 | 10.14% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 114,948 | 15,899 | 1.0% | — | 137 | +114,948 | New | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 114,199 | 15,795 | 1.82% | 2.02% | 138 | -660 | -0.57% | Q1 2026 | May 08, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 114,060 | 15,776 | 10.3% | 12.65% | 139 | -29,543 | -20.57% | Q1 2026 | Apr 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 98,439 | 15,297 | 0.91% | 0.88% | 140 | +3,966 | 4.2% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 109,484 | 15,149 | 0.15% | 0.15% | 141 | +13,501 | 14.07% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 107,529 | 14,873 | 0.05% | 0.05% | 142 | -9,375 | -8.02% | Q1 2026 | May 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 106,318 | 14,705 | 0.46% | 0.43% | 143 | +5,408 | 5.36% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 105,364 | 14,573 | 4.0% | 3.92% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 105,058 | 14,531 | 6.96% | 10.34% | 145 | -49,066 | -31.84% | Q1 2026 | Apr 30, 2026 |
| DORVAL Corp | History | Reduced | 104,826 | 14,499 | 4.5% | 5.3% | 146 | -12,979 | -11.02% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 103,305 | 14,289 | 0.4% | 0.32% | 147 | +16,166 | 18.55% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 100,980 | 14,244 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vontobel Holding Ltd. | History | No change | 102,744 | 14,211 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 102,636 | 14,196 | 0.42% | 0.44% | 150 | +445 | 0.44% | Q1 2026 | Apr 13, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 102,468 | 14,173 | 0.41% | 0.02% | 151 | +98,051 | 2219.86% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 101,448 | 14,032 | 0.09% | 0.09% | 152 | +10 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 99,475 | 13,759 | 6.38% | 5.51% | 153 | +16,891 | 20.45% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 116,811 | 13,758 | 0.64% | 0.05% | 154 | +9,649 | 9.0% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Added to | 98,733 | 13,656 | 0.27% | 0.25% | 155 | +9,540 | 10.7% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Added to | 96,796 | 13,388 | 0.08% | 0.08% | 156 | +10,899 | 12.69% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 95,910 | 13,266 | 0.16% | 0.14% | 157 | +5,914 | 6.57% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 94,227 | 13,033 | 0.7% | 0.75% | 158 | -2,039 | -2.12% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 94,015 | 13,004 | 0.16% | 0.16% | 159 | +4,533 | 5.07% | Q1 2026 | May 12, 2026 |
| Orcam Financial Group | History | Added to | 93,013 | 12,865 | 9.13% | 9.73% | 160 | +985 | 1.07% | Q1 2026 | May 12, 2026 |
| Disciplina Capital Management LLC | History | Added to | 90,911 | 12,574 | 1.33% | 1.47% | 161 | +13 | 0.01% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 90,106 | 12,463 | 0.0% | 0.03% | 162 | -441,123 | -83.04% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 89,206 | 12,339 | 0.51% | 0.52% | 163 | +1,153 | 1.31% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 88,856 | 12,290 | 2.38% | 2.82% | 164 | -10,046 | -10.16% | Q1 2026 | May 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 88,420 | 12,230 | 0.44% | 0.36% | 165 | +6,450 | 7.87% | Q1 2026 | May 13, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 87,025 | 12,040 | 2.34% | 2.06% | 166 | +2,698 | 3.2% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 86,830 | 12,010 | 0.42% | 0.37% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 86,706 | 11,993 | 0.15% | 0.1% | 168 | +27,349 | 46.08% | Q1 2026 | Apr 28, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 85,270 | 11,794 | 2.47% | 2.71% | 169 | -434 | -0.51% | Q1 2026 | May 05, 2026 |
| Prime Buchholz LLC | History | Added to | 83,666 | 11,572 | 6.05% | 0.36% | 170 | +79,425 | 1872.79% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 82,810 | 11,454 | 0.06% | 0.06% | 171 | +2,691 | 3.36% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 81,769 | 11,310 | 0.19% | 0.13% | 172 | +22,826 | 38.73% | Q1 2026 | May 13, 2026 |
| Hirtle & Co., LLC | History | No change | 81,707 | 11,301 | 0.39% | 0.39% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 80,772 | 11,283 | 0.84% | 0.87% | 174 | -2,594 | -3.11% | Q1 2026 | Apr 27, 2026 |
| NYL Investors LLC | History | Reduced | 80,764 | 11,171 | 4.22% | 4.2% | 175 | -6,813 | -7.78% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 79,826 | 11,041 | 0.64% | 2.02% | 176 | -176,828 | -68.9% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 79,243 | 10,960 | 0.04% | 0.04% | 177 | +1,974 | 2.55% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 79,035 | 10,932 | 0.01% | 0.0% | 178 | +64,106 | 429.41% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 77,293 | 10,691 | 0.08% | 0.08% | 179 | +6,683 | 9.46% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 75,902 | 10,498 | 0.41% | 0.25% | 180 | +60,113 | 380.73% | Q1 2026 | May 15, 2026 |
| SELDON CAPITAL LP | History | Reduced | 75,547 | 10,449 | 3.84% | 10.41% | 181 | -137,588 | -64.55% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 74,633 | 10,323 | 0.98% | 1.01% | 182 | -715 | -0.95% | Q1 2026 | Apr 13, 2026 |
| Empowered Funds, LLC | History | New | 74,596 | 10,318 | 0.07% | — | 183 | +74,596 | New | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 73,784 | 10,205 | 1.97% | 1.87% | 184 | +4,094 | 5.87% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 73,280 | 10,136 | 0.06% | 0.06% | 185 | +115 | 0.16% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 71,375 | 9,872 | 0.33% | 0.33% | 186 | +1,573 | 2.25% | Q1 2026 | Apr 22, 2026 |
| Financial Symmetry Inc | History | Reduced | 64,800 | 9,797 | 3.48% | 3.82% | 187 | -1,539 | -2.32% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 69,881 | 9,739 | 0.02% | 0.02% | 188 | -20,496 | -22.68% | Q1 2026 | Apr 08, 2026 |
| Seven Post Investment Office LP | History | Reduced | 70,103 | 9,696 | 3.13% | 3.56% | 189 | -397 | -0.56% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,600 | 9,627 | 0.0% | 0.0% | 190 | +9,733 | 16.26% | Q1 2026 | May 15, 2026 |
| University of Illinois Foundation | History | New | 68,350 | 9,454 | 1.94% | — | 191 | +68,350 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | New | 67,490 | 9,335 | 0.18% | — | 192 | +67,490 | New | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 66,869 | 9,249 | 0.1% | 0.2% | 193 | -55,978 | -45.57% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 65,131 | 9,009 | 0.33% | 0.32% | 194 | +1,836 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 65,001 | 8,990 | 0.1% | 0.52% | 195 | -259,299 | -79.96% | Q1 2026 | Apr 28, 2026 |
| SYM FINANCIAL Corp | History | Added to | 64,645 | 8,941 | 0.89% | 0.91% | 196 | +1,912 | 3.05% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Added to | 64,515 | 8,923 | 1.41% | 1.31% | 197 | +4,952 | 8.31% | Q1 2026 | Apr 09, 2026 |
| Apella Capital, LLC | History | Added to | 57,225 | 8,631 | 0.13% | 0.15% | 198 | +1,688 | 3.04% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,957 | 8,567 | 0.01% | 0.01% | 199 | +11,058 | 21.73% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Added to | 61,880 | 8,559 | 0.56% | 0.55% | 200 | +3,830 | 6.6% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 59,159 | 8,553 | 0.28% | 0.23% | 201 | +12,434 | 26.61% | Q1 2026 | Apr 09, 2026 |
| Waldron Private Wealth LLC | History | Added to | 61,220 | 8,467 | 0.33% | 0.31% | 202 | +5,712 | 10.29% | Q1 2026 | Apr 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 60,988 | 8,435 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 60,649 | 8,389 | 2.36% | 2.19% | 204 | +2,823 | 4.88% | Q1 2026 | May 11, 2026 |
| Wealth Management Nebraska | History | Reduced | 60,265 | 8,335 | 0.84% | 1.41% | 205 | -27,371 | -31.23% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | New | 59,733 | 8,262 | 0.9% | — | 206 | +59,733 | New | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,624 | 8,247 | 0.04% | 0.04% | 207 | +2,107 | 3.66% | Q1 2026 | May 05, 2026 |
| Vestwell Advisors, LLC | History | Added to | 58,880 | 8,144 | 2.23% | 1.2% | 208 | +1,447 | 2.52% | Q1 2026 | May 18, 2026 |
| American National Bank of Texas | History | Added to | 58,096 | 8,035 | 7.66% | 7.66% | 209 | +1,530 | 2.7% | Q1 2026 | Apr 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 57,833 | 7,999 | 0.09% | 0.08% | 210 | +4,316 | 8.06% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 57,237 | 7,917 | 0.06% | 0.05% | 211 | +5,242 | 10.08% | Q1 2026 | May 08, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 57,080 | 7,895 | 1.19% | 1.16% | 212 | +2,826 | 5.21% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 56,500 | 7,815 | 0.06% | 0.06% | 213 | +5,833 | 11.51% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 56,198 | 7,773 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 51,380 | 7,768 | 0.61% | 0.59% | 215 | +3,229 | 6.71% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 55,994 | 7,745 | 0.0% | 0.0% | 216 | +15,398 | 37.93% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Added to | 55,810 | 7,719 | 1.9% | 1.92% | 217 | +1,280 | 2.35% | Q1 2026 | Apr 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 55,332 | 7,653 | 0.0% | — | 218 | +55,332 | New | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 54,963 | 7,602 | 0.87% | 0.86% | 219 | +55 | 0.1% | Q1 2026 | May 11, 2026 |
| MYECFO, LLC | History | Reduced | 54,335 | 7,515 | 3.14% | 3.31% | 220 | -957 | -1.73% | Q1 2026 | Apr 07, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 54,178 | 7,493 | 1.65% | 1.76% | 221 | -1,911 | -3.41% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,925 | 7,458 | 0.03% | 0.02% | 222 | +7,175 | 15.35% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 53,854 | 7,449 | 4.76% | 4.12% | 223 | +4,187 | 8.43% | Q1 2026 | Apr 22, 2026 |
| Sarasin & Partners LLP | History | Reduced | 53,814 | 7,443 | 0.09% | 0.11% | 224 | -18,089 | -25.16% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 53,728 | 7,431 | 0.08% | 0.08% | 225 | +3,694 | 7.38% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,065 | 7,412 | 0.07% | 0.1% | 226 | -11,040 | -17.22% | Q1 2026 | Apr 07, 2026 |
| BBR PARTNERS, LLC | History | Added to | 53,405 | 7,387 | 0.41% | 0.24% | 227 | +21,499 | 67.38% | Q1 2026 | May 12, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 53,409 | 7,387 | 4.02% | 4.1% | 228 | -729 | -1.35% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 52,045 | 7,198 | 0.0% | 0.02% | 229 | -314,998 | -85.82% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 51,657 | 7,145 | 0.06% | 0.07% | 230 | +7,174 | 16.13% | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 51,267 | 7,091 | 2.08% | 2.19% | 231 | -130 | -0.25% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 51,261 | 7,090 | 0.46% | 0.46% | 232 | +1,088 | 2.17% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 50,841 | 7,032 | 0.01% | 0.02% | 233 | -32,848 | -39.25% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 50,305 | 6,958 | 0.38% | 0.38% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 50,246 | 6,950 | 0.78% | 0.78% | 235 | -81 | -0.16% | Q1 2026 | May 04, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 49,748 | 6,881 | 1.42% | 1.42% | 236 | -617 | -1.23% | Q1 2026 | Apr 21, 2026 |
| SB Capital Management Inc | History | No change | 48,739 | 6,875 | 2.52% | 2.52% | 237 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 49,231 | 6,809 | 0.78% | 0.78% | 238 | +1,449 | 3.03% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 49,133 | 6,796 | 0.02% | 0.02% | 239 | -984 | -1.96% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Reduced | 48,944 | 6,770 | 0.01% | 0.01% | 240 | -2,671 | -5.17% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 48,862 | 6,758 | 0.12% | 0.12% | 241 | +2,100 | 4.49% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,783 | 6,747 | 0.03% | 0.02% | 242 | +7,509 | 18.19% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 47,423 | 6,559 | 0.16% | 0.15% | 243 | +507 | 1.08% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 46,812 | 6,475 | 0.11% | 0.12% | 244 | -292 | -0.62% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,992 | 6,361 | 0.1% | 0.05% | 245 | +27,387 | 147.2% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 45,601 | 6,307 | 0.23% | 0.24% | 246 | -1,074 | -2.3% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,374 | 6,276 | 0.07% | 0.07% | 247 | +5,521 | 13.85% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | New | 45,047 | 6,230 | 0.44% | — | 248 | +45,047 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 45,023 | 6,227 | 0.19% | 0.24% | 249 | -750 | -1.64% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 44,785 | 6,194 | 0.14% | 0.1% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 44,137 | 6,105 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 43,400 | 6,003 | 0.15% | 0.14% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 43,173 | 5,971 | 4.45% | 4.95% | 253 | -1,103 | -2.49% | Q1 2026 | Apr 10, 2026 |
| Breakwater Investment Management | History | Reduced | 42,547 | 5,885 | 2.19% | 2.18% | 254 | -163 | -0.38% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 42,296 | 5,850 | 0.64% | 0.71% | 255 | -81 | -0.19% | Q1 2026 | May 11, 2026 |
| Ironwood Financial, llc | History | Added to | 42,228 | 5,840 | 1.02% | 0.97% | 256 | +2,789 | 7.07% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 41,829 | 5,785 | 0.19% | 0.18% | 257 | +2,553 | 6.5% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 41,779 | 5,778 | 0.12% | 0.12% | 258 | +1,819 | 4.55% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 41,642 | 5,759 | 0.03% | 0.03% | 259 | +6,953 | 20.04% | Q1 2026 | May 08, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 41,607 | 5,755 | 0.75% | 0.78% | 260 | -311 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 41,563 | 5,748 | 0.03% | 1.07% | 261 | -2,124,846 | -98.08% | Q1 2026 | Apr 29, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 41,390 | 5,725 | 2.76% | 3.56% | 262 | -9,827 | -19.19% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 41,191 | 5,697 | 0.02% | 0.02% | 263 | +94 | 0.23% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,106 | 5,685 | 0.08% | 0.08% | 264 | +1,778 | 4.52% | Q1 2026 | May 12, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 40,260 | 5,568 | 2.49% | 2.14% | 265 | +182 | 0.45% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,903 | 5,557 | 0.04% | 0.01% | 266 | +26,404 | 195.6% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 40,047 | 5,539 | 0.04% | 0.03% | 267 | +11,047 | 38.09% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 39,641 | 5,483 | 0.47% | 0.49% | 268 | -495 | -1.23% | Q1 2026 | Apr 14, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 39,602 | 5,477 | 0.64% | 0.75% | 269 | -2,696 | -6.37% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,300 | 5,436 | 0.09% | 0.09% | 270 | +5,860 | 17.52% | Q1 2026 | May 18, 2026 |
| Caprock Group, LLC | History | Reduced | 39,264 | 5,431 | 0.13% | 0.12% | 271 | -427 | -1.08% | Q1 2026 | May 11, 2026 |
| VVR Holdings LLC | History | Added to | 39,233 | 5,426 | 2.8% | 2.78% | 272 | +1,333 | 3.52% | Q1 2026 | Apr 16, 2026 |
| Northstar Group, Inc. | History | Added to | 38,839 | 5,372 | 0.76% | 0.75% | 273 | +30 | 0.08% | Q1 2026 | Apr 28, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 38,584 | 5,336 | 2.7% | 2.84% | 274 | -1,393 | -3.48% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 38,498 | 5,325 | 0.96% | 1.03% | 275 | -1,380 | -3.46% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 37,793 | 5,227 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 37,404 | 5,173 | 0.9% | 0.96% | 277 | -298 | -0.79% | Q1 2026 | Apr 08, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 37,198 | 5,145 | 2.08% | 2.32% | 278 | -1,316 | -3.42% | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | Added to | 37,007 | 5,118 | 0.09% | 0.09% | 279 | +2,415 | 6.98% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 36,991 | 5,116 | 0.03% | 0.03% | 280 | -3,624 | -8.92% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 36,982 | 5,115 | 4.03% | 4.6% | 281 | -615 | -1.64% | Q1 2026 | Apr 30, 2026 |
| Galilei Investment Office LLP | History | Reduced | 36,936 | 5,108 | 2.65% | 3.36% | 282 | -13,589 | -26.9% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | New | 36,437 | 5,039 | 0.51% | — | 283 | +36,437 | New | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 35,954 | 5,022 | 0.8% | 0.69% | 284 | +8,013 | 28.68% | Q1 2026 | Apr 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 35,760 | 4,946 | 0.01% | 0.05% | 285 | -208,140 | -85.34% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Added to | 35,672 | 4,934 | 4.09% | 4.66% | 286 | +30 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 35,625 | 4,927 | 0.58% | 0.6% | 287 | +5 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 34,995 | 4,840 | 0.09% | 0.09% | 288 | +210 | 0.6% | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 34,967 | 4,836 | 0.56% | 0.22% | 289 | +23,441 | 203.37% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 34,859 | 4,821 | 0.01% | 0.01% | 290 | +1,007 | 2.97% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 34,822 | 4,816 | 0.08% | 0.05% | 291 | +14,758 | 73.55% | Q1 2026 | May 04, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 34,747 | 4,806 | 2.02% | 2.2% | 292 | -1,034 | -2.89% | Q1 2026 | May 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 34,670 | 4,795 | 2.58% | 2.55% | 293 | +63 | 0.18% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 34,434 | 4,762 | 0.69% | 0.69% | 294 | -1,545 | -4.29% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 34,203 | 4,730 | 0.49% | 0.44% | 295 | -184 | -0.54% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,185 | 4,728 | 0.13% | 0.07% | 296 | +15,398 | 81.96% | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | Added to | 33,719 | 4,664 | 0.76% | 0.75% | 297 | +540 | 1.63% | Q1 2026 | Apr 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 33,694 | 4,660 | 1.49% | 0.16% | 298 | +30,344 | 905.79% | Q1 2026 | Apr 22, 2026 |
| Catalyst Investment Management LLC | History | New | 30,597 | 4,615 | 5.11% | — | 299 | +30,597 | New | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Added to | 30,911 | 4,577 | 1.15% | 1.08% | 300 | +40 | 0.13% | Q1 2026 | Apr 15, 2026 |