VANGUARD SCOTTSDALE FUNDS - VTC
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEPC LLC | History | Added to | 4,682,853 | 359,783 | 7.16% | 5.85% | 1 | +1,149,337 | 32.53% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 1,356,285 | 104,497 | 3.37% | 3.11% | 2 | +205,526 | 17.86% | Q1 2026 | Apr 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 937,634 | 72,038 | 1.48% | 1.44% | 3 | +24,401 | 2.67% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 716,102 | 55,433 | 2.13% | 2.52% | 4 | -89,636 | -11.12% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 540,744 | 41,545 | 0.0% | 0.0% | 5 | -3,028 | -0.56% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | No change | 362,872 | 27,879 | 1.21% | 1.05% | 6 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 343,930 | 26,424 | 3.83% | 2.8% | 7 | +109,583 | 46.76% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 297,997 | 22,895 | 0.06% | 0.06% | 8 | -16,930 | -5.38% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 227,624 | 17,488 | 0.0% | 0.0% | 9 | +88,247 | 63.32% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 175,698 | 13,498 | 0.0% | 0.0% | 10 | +14,575 | 9.05% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 155,129 | 11,918 | 0.41% | 0.31% | 11 | +39,561 | 34.23% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 154,003 | 11,832 | 0.06% | 0.08% | 12 | +3,840 | 2.56% | Q1 2026 | May 15, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 131,901 | 10,240 | 9.84% | 9.84% | 13 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 117,355 | 9,016 | 0.0% | 0.0% | 14 | +110,044 | 1505.18% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 112,530 | 8,646 | 0.0% | 0.0% | 15 | +2,142 | 1.94% | Q1 2026 | May 15, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 78,110 | 6,001 | 1.05% | 1.04% | 16 | +1,651 | 2.16% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 73,281 | 5,630 | 0.43% | 0.41% | 17 | +7,177 | 10.86% | Q1 2026 | Apr 30, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 72,888 | 5,599 | 0.01% | 0.01% | 18 | +4,888 | 7.19% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 70,845 | 5,442 | 0.01% | 0.01% | 19 | -1,134 | -1.58% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,649 | 4,736 | 0.0% | 0.0% | 20 | +1,858 | 3.11% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | New | 57,056 | 4,359 | 0.16% | — | 21 | +57,056 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,119 | 4,004 | 0.01% | 0.01% | 22 | +2,870 | 5.83% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | Added to | 50,943 | 3,913 | 0.37% | 0.24% | 23 | +18,617 | 57.59% | Q1 2026 | Apr 28, 2026 |
| Marble Wealth, LLC | History | Reduced | 44,807 | 3,442 | 0.6% | 0.53% | 24 | -4,063 | -8.31% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 40,841 | 3,137 | 0.06% | 0.05% | 25 | +4,073 | 11.08% | Q1 2026 | Apr 10, 2026 |
| Raine Group LLC | History | Added to | 39,046 | 2,999 | 28.49% | 27.4% | 26 | +715 | 1.87% | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 37,765 | 2,901 | 1.89% | 1.84% | 27 | +723 | 1.95% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 37,646 | 2,892 | 0.03% | 0.01% | 28 | +28,745 | 322.94% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 35,461 | 2,713 | 0.01% | 0.02% | 29 | +546 | 1.56% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,882 | 2,603 | 0.0% | 0.0% | 30 | +27,149 | 403.22% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,313 | 2,252 | 0.01% | 0.01% | 31 | +1,081 | 3.83% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 29,183 | 2,242 | 0.05% | 0.07% | 32 | -10,101 | -25.71% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 27,653 | 2,124 | 0.02% | 0.03% | 33 | -4,140 | -13.02% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 26,409 | 2,029 | 0.0% | 0.0% | 34 | -475 | -1.77% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,181 | 2,024 | 0.05% | 0.05% | 35 | +315 | 1.22% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,444 | 1,791 | 0.0% | 0.0% | 36 | -14,204 | -37.73% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 21,431 | 1,646 | 0.03% | 0.03% | 37 | +543 | 2.6% | Q1 2026 | Apr 17, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 21,039 | 1,616 | 0.2% | 0.2% | 38 | -1,353 | -6.04% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 20,786 | 1,595 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Reduced | 18,609 | 1,429 | 0.09% | 0.1% | 40 | -1,368 | -6.85% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 18,415 | 1,414 | 0.01% | — | 41 | +18,415 | New | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,317 | 1,407 | 0.0% | 0.0% | 42 | +2,399 | 15.07% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 15,033 | 1,155 | 0.0% | 0.0% | 43 | -194,147 | -92.81% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 14,687 | 1,128 | 0.17% | 0.17% | 44 | -126 | -0.85% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,589 | 1,120 | 0.0% | 0.0% | 45 | -4,140 | -22.1% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,312 | 1,099 | 0.0% | 0.0% | 46 | -193 | -1.33% | Q1 2026 | May 13, 2026 |
| Hamilton Capital, LLC | History | Added to | 14,001 | 1,075 | 0.06% | 0.02% | 47 | +9,810 | 234.07% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,572 | 1,042 | 0.0% | — | 48 | +13,572 | New | Q1 2026 | May 12, 2026 |
| Breakwater Investment Management | History | Reduced | 12,544 | 963 | 0.36% | 0.36% | 49 | -245 | -1.92% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,189 | 936 | 0.0% | 0.0% | 50 | +522 | 4.47% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,069 | 927 | 0.0% | 0.0% | 51 | -11,516 | -48.83% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,464 | 803 | 0.02% | 0.02% | 52 | +846 | 8.8% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS | History | Added to | 10,400 | 799 | 0.03% | 0.02% | 53 | +902 | 9.5% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 10,154 | 780 | 0.04% | 0.04% | 54 | +388 | 3.97% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,875 | 758 | 0.0% | 0.0% | 55 | +6,448 | 188.15% | Q1 2026 | May 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 9,427 | 724 | 0.0% | 0.0% | 56 | -314 | -3.22% | Q1 2026 | May 08, 2026 |
| Note Advisors, LLC | History | No change | 9,310 | 715 | 0.36% | 0.37% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,282 | 713 | 0.0% | 0.0% | 58 | +5,433 | 141.15% | Q1 2026 | Apr 30, 2026 |
| Kelsey Financial, LLC | History | Reduced | 9,287 | 713 | 0.62% | 0.68% | 59 | -955 | -9.32% | Q1 2026 | May 06, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 8,636 | 663 | 0.35% | 0.37% | 60 | +42 | 0.49% | Q1 2026 | Apr 24, 2026 |
| Rare Wolf Capital LLC | History | Added to | 8,348 | 641 | 0.42% | 0.4% | 61 | +110 | 1.34% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 7,781 | 597 | 0.06% | 0.07% | 62 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nicholas Wealth, LLC. | History | New | 7,709 | 592 | 0.41% | — | 63 | +7,709 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 7,650 | 587 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7,102 | 543 | 0.03% | 0.02% | 65 | +855 | 13.69% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,906 | 528 | 0.0% | 0.0% | 66 | +1,994 | 40.59% | Q1 2026 | Apr 07, 2026 |
| CRA Financial Services, LLC | History | Added to | 6,845 | 525 | 0.07% | 0.07% | 67 | +250 | 3.79% | Q1 2026 | Apr 09, 2026 |
| Creative Planning | History | Reduced | 6,569 | 504 | 0.0% | 0.0% | 68 | -133 | -1.98% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 6,155 | 472 | 0.0% | — | 69 | +6,155 | New | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 5,975 | 459 | 0.0% | 0.0% | 70 | +53 | 0.89% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,914 | 454 | 0.0% | 0.0% | 71 | -8,459 | -58.85% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | No change | 5,902 | 453 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,883 | 451 | 0.0% | 0.0% | 73 | -143 | -2.37% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,331 | 409 | 0.0% | 0.01% | 74 | -1,169 | -17.98% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,198 | 399 | 0.04% | 0.04% | 75 | +41 | 0.8% | Q1 2026 | Apr 28, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 4,917 | 377 | 0.12% | 0.12% | 76 | +260 | 5.58% | Q1 2026 | Apr 21, 2026 |
| Tempo Wealth, LLC | History | Added to | 4,788 | 367 | 0.06% | 0.07% | 77 | +38 | 0.8% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 4,737 | 363 | 0.04% | 0.04% | 78 | -113 | -2.33% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,252 | 326 | 0.01% | 0.01% | 79 | -113 | -2.59% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,153 | 319 | 0.0% | 0.0% | 80 | +1,667 | 67.06% | Q1 2026 | May 15, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 3,997 | 307 | 0.22% | 0.31% | 81 | +292 | 7.88% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 3,902 | 299 | 0.0% | — | 83 | +3,902 | New | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,898 | 299 | 0.01% | 0.01% | 82 | -9 | -0.23% | Q1 2026 | May 01, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 3,829 | 294 | 0.13% | 0.14% | 84 | -201 | -4.99% | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | No change | 3,825 | 293 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,742 | 287 | 0.0% | 0.0% | 86 | -277 | -6.89% | Q1 2026 | May 13, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 3,632 | 279 | 0.11% | 0.09% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,528 | 271 | 0.0% | 0.01% | 88 | -3,978 | -53.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 3,379 | 259 | 0.01% | 0.0% | 89 | +767 | 29.36% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,278 | 251 | 0.0% | 0.0% | 90 | +53 | 1.64% | Q1 2026 | Apr 27, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 3,150 | 242 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,083 | 236 | 0.0% | 0.0% | 93 | -234 | -7.05% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,083 | 236 | 0.03% | 0.03% | 92 | +224 | 7.83% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,055 | 235 | 0.01% | 0.01% | 94 | -50 | -1.61% | Q1 2026 | Apr 21, 2026 |
| American Investment Services, Inc. | History | Added to | 3,007 | 231 | 0.05% | 0.05% | 95 | +3 | 0.1% | Q1 2026 | May 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 2,996 | 230 | 0.24% | 0.23% | 96 | +134 | 4.68% | Q1 2026 | Apr 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,923 | 224 | 0.01% | 0.01% | 97 | +86 | 3.03% | Q1 2026 | Apr 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 2,927 | 224 | 0.07% | 0.05% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 2,813 | 216 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,750 | 211 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Yale Capital Corp. | History | New | 2,650 | 203 | 0.01% | — | 101 | +2,650 | New | Q1 2026 | May 04, 2026 |
| Caitlin John, LLC | History | No change | 2,642 | 202 | 0.12% | 0.13% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,174 | 167 | 0.01% | 0.01% | 103 | +1,004 | 85.81% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,095 | 162 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,920 | 147 | 0.0% | 0.0% | 105 | +1,787 | 1343.61% | Q1 2026 | May 07, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 1,819 | 139 | 0.02% | 0.02% | 106 | +216 | 13.47% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 1,676 | 128 | 0.0% | — | 107 | +1,676 | New | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 1,373 | 105 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,127 | 86 | 0.03% | 0.03% | 109 | +9 | 0.81% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 879 | 67 | 0.0% | — | 110 | +879 | New | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 745 | 57 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascentis Independent Advisors | History | New | 644 | 49 | 0.0% | — | 113 | +644 | New | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 643 | 49 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Reduced | 569 | 43 | 0.0% | 0.0% | 114 | -842 | -59.67% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 530 | 40 | 0.0% | — | 115 | +530 | New | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 520 | 39 | 0.01% | 0.01% | 116 | +82 | 18.72% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 504 | 38 | 0.01% | — | 117 | +504 | New | Q1 2026 | May 01, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 500 | 38 | 0.02% | — | 118 | +500 | New | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Reduced | 412 | 31 | 0.01% | 0.01% | 120 | -226 | -35.42% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 410 | 31 | 0.0% | 0.0% | 119 | +4 | 0.99% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | New | 401 | 30 | 0.0% | — | 122 | +401 | New | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 392 | 30 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 350 | 26 | 0.0% | — | 123 | +350 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 335 | 25 | 0.0% | — | 124 | +335 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | New | 295 | 22 | 0.0% | — | 125 | +295 | New | Q1 2026 | May 04, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 21,720 | 21 | 0.01% | 0.0% | 126 | +10,177 | 88.17% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 255 | 19 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 218 | 16 | 0.0% | — | 128 | +218 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 200 | 15 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 200 | 15 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 185 | 14 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 187 | 14 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | New | 175 | 13 | 0.0% | — | 135 | +175 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 175 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | No change | 176 | 13 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,864 | 9 | 0.0% | 0.0% | 136 | +7,149 | 263.31% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 112 | 9 | 0.0% | — | 137 | +112 | New | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 80 | 6 | 0.0% | 0.0% | 139 | -974 | -92.41% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | Reduced | 70 | 5 | 0.0% | 0.01% | 140 | -140 | -66.67% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,046 | 3 | 0.0% | 0.0% | 141 | +441 | 1.14% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -772,526 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -112,139 | -100.0% | Q1 2026 | May 15, 2026 |
| Transmarket Holdings LP | History | Closed out | 0 | 0 | — | 1.09% | — | -19,199 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,154 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,364 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,055 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Closed out | 0 | 0 | — | 0.12% | — | -5,538 | -100.0% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,415 | -100.0% | Q1 2026 | May 05, 2026 |
| Towerpoint Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,770 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -705 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -77 | -98.72% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -76 | -85.39% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |