VANGUARD MUNICIPAL BOND FUNDS - VTEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 54,850,518 | 2,777,630 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 38,222,195 | 1,933,278 | 1.03% | 1.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 27,969,204 | 1,414,682 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 27,320,238 | 1,381,857 | 0.81% | 0.81% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,966,940 | 1,363,987 | 0.37% | 0.37% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 26,083,419 | 1,319,299 | 2.54% | 2.54% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,006,893 | 1,163,688 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 21,371,891 | 1,080,990 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 15,843,041 | 801,340 | 0.71% | 0.71% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,838,724 | 750,542 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,811,340 | 749,157 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,964,302 | 706,314 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 13,190,508 | 667,175 | 2.3% | 2.3% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,479,867 | 580,651 | 0.72% | 0.72% | 14 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,675,389 | 539,785 | 0.22% | 0.22% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 10,444,670 | 528,291 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,174,048 | 362,863 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 7,061,952 | 357,194 | 0.6% | 0.6% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 6,394,230 | 323,420 | 4.25% | 4.25% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,852,832 | 296,036 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 4,779,573 | 241,752 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 4,537,521 | 229,507 | 0.32% | 0.32% | 22 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UBS Group AG | History | No change | 4,522,126 | 228,729 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,476,441 | 226,418 | 2.17% | 2.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 4,415,366 | 223,328 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 4,362,459 | 220,653 | 0.75% | 0.75% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 4,272,813 | 216,119 | 5.34% | 5.34% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,756,633 | 190,012 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 3,591,532 | 181,659 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orgel Wealth Management, LLC | History | No change | 3,570,951 | 180,618 | 3.43% | 3.43% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,427,973 | 173,456 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 3,290,574 | 165,250 | 0.49% | 0.49% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,754,583 | 139,326 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,708,884 | 137,015 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Facet Wealth, Inc. | History | No change | 2,590,804 | 131,042 | 1.88% | 1.88% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,474,937 | 125,182 | 0.36% | 0.36% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Members Trust Co | History | No change | 2,454,801 | 124,163 | 3.87% | 3.87% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,403,494 | 121,568 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,289,562 | 115,806 | 0.98% | 0.98% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,240,261 | 113,320 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 2,167,958 | 109,134 | 2.99% | 2.99% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,105,092 | 106,475 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,073,127 | 104,858 | 0.52% | 0.52% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,951,599 | 98,711 | 0.96% | 0.96% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | No change | 1,891,755 | 95,684 | 3.01% | 3.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCS Capital Management LLC | History | No change | 1,829,597 | 92,541 | 0.87% | 0.87% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,826,588 | 92,388 | 0.35% | 0.35% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,776,200 | 89,840 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,732,100 | 87,609 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lutz Financial Services LLC | History | No change | 1,663,916 | 84,160 | 5.13% | 5.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,653,614 | 83,639 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,664,709 | 82,307 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 1,614,405 | 81,656 | 8.82% | 8.82% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 1,594,643 | 80,657 | 0.95% | 0.95% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,577,972 | 79,813 | 0.52% | 0.52% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 1,560,240 | 78,945 | 0.53% | 0.53% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,414,356 | 71,538 | 0.33% | 0.33% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,372,365 | 69,414 | 0.88% | 0.88% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 1,371,433 | 69,367 | 9.14% | 9.14% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 1,306,794 | 66,097 | 0.85% | 0.85% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 1,273,913 | 64,434 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logan Stone Capital, LLC | History | No change | 1,267,176 | 64,093 | 13.55% | 13.55% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 1,194,965 | 60,441 | 16.6% | 16.6% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GenTrust, LLC | History | No change | 1,153,407 | 58,339 | 2.24% | 2.24% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,144,888 | 57,908 | 1.12% | 1.12% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| West Financial Advisors, LLC | History | No change | 1,110,601 | 56,174 | 8.53% | 8.53% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | No change | 1,095,147 | 55,392 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,057,630 | 53,494 | 0.25% | 0.25% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,042,071 | 52,707 | 0.46% | 0.46% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,007,730 | 50,970 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 966,651 | 48,893 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 962,019 | 48,659 | 0.87% | 0.87% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 950,473 | 48,074 | 9.68% | 9.68% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 942,001 | 47,646 | 6.08% | 6.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 931,751 | 47,127 | 2.52% | 2.52% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 926,398 | 46,856 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Garde Capital, Inc. | History | No change | 905,827 | 45,816 | 2.05% | 2.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fort Point Capital Partners LLC | History | No change | 878,929 | 44,456 | 3.08% | 3.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 875,617 | 44,288 | 2.77% | 2.77% | 79 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Foster Group, Inc. | History | No change | 873,883 | 44,201 | 1.17% | 1.17% | 80 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Heritage Investment Group, Inc. | History | No change | 867,367 | 43,871 | 5.89% | 5.89% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 867,210 | 43,863 | 0.19% | 0.19% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 859,684 | 43,482 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 858,958 | 43,446 | 0.3% | 0.3% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 854,509 | 43,221 | 3.83% | 3.83% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunflower Bank, N.A. | History | No change | 840,472 | 42,511 | 10.16% | 10.16% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 837,585 | 42,365 | 0.84% | 0.84% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| One Capital Management, LLC | History | No change | 845,847 | 42,199 | 1.17% | 1.17% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 831,195 | 42,041 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 823,707 | 41,663 | 2.08% | 2.08% | 90 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 800,354 | 40,481 | 1.12% | 1.12% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | No change | 789,092 | 39,881 | 1.27% | 1.27% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 775,081 | 39,203 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lexington Hill Partners, LLC | History | No change | 770,612 | 38,977 | 18.9% | 18.9% | 94 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 745,522 | 37,708 | 0.66% | 0.66% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BSW Wealth Partners | History | No change | 737,502 | 37,302 | 4.15% | 4.15% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 732,688 | 37,059 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BIP Wealth, LLC | History | No change | 704,661 | 35,641 | 1.01% | 1.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 704,588 | 35,638 | 0.95% | 0.95% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 703,574 | 35,586 | 3.34% | 3.34% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waldron Private Wealth LLC | History | No change | 697,759 | 35,292 | 1.22% | 1.22% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 694,370 | 35,121 | 0.21% | 0.21% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 694,212 | 35,113 | 0.52% | 0.52% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 681,741 | 34,523 | 0.44% | 0.44% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gleason Group, Inc. | History | No change | 681,861 | 34,488 | 3.01% | 3.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allen Investment Management, LLC | History | No change | 673,531 | 34,067 | 0.4% | 0.4% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 661,660 | 33,466 | 0.18% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 654,348 | 33,096 | 7.56% | 7.56% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jordan Park Group LLC | History | No change | 647,609 | 32,756 | 1.66% | 1.66% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 647,007 | 32,725 | 5.01% | 5.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 633,143 | 32,024 | 0.32% | 0.32% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 609,989 | 30,853 | 0.33% | 0.33% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 595,998 | 30,145 | 1.44% | 1.44% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 578,375 | 29,251 | 2.41% | 2.41% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 564,416 | 28,548 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 555,444 | 28,094 | 2.36% | 2.36% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Luminvest Wealth Management LLC | History | No change | 551,562 | 27,722 | 6.44% | 6.44% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 544,427 | 27,537 | 0.65% | 0.65% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| One Wealth Advisors, LLC | History | No change | 543,493 | 27,489 | 3.03% | 3.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 541,385 | 27,383 | 1.3% | 1.3% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 536,744 | 27,148 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 528,793 | 26,746 | 1.58% | 1.58% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 526,057 | 26,607 | 0.4% | 0.4% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 520,223 | 26,312 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 519,938 | 26,298 | 7.09% | 7.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 515,317 | 26,064 | 0.3% | 0.3% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 513,500 | 25,972 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 507,133 | 25,650 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 504,194 | 25,421 | 0.36% | 0.36% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Colony Family Offices, LLC | History | No change | 496,870 | 25,131 | 5.52% | 5.52% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 495,904 | 25,082 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Seneca Financial Advisors LLC | History | No change | 492,631 | 24,917 | 6.47% | 6.47% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 488,279 | 24,697 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 517,180 | 24,493 | 1.93% | 2.02% | 134 | +4,189 | 0.82% | Q3 2026 | Oct 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 474,158 | 23,982 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 467,800 | 23,661 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 464,971 | 23,518 | 0.43% | 0.43% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | No change | 462,478 | 23,392 | 0.9% | 0.9% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Added to | 492,818 | 23,340 | 0.63% | 0.63% | 139 | +64,260 | 14.99% | Q3 2026 | Oct 02, 2026 |
| Hirtle & Co., LLC | History | No change | 460,205 | 23,277 | 0.77% | 0.77% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 452,148 | 22,869 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 447,264 | 22,622 | 11.82% | 11.82% | 142 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 435,897 | 22,047 | 1.33% | 1.33% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | No change | 425,588 | 21,526 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 425,059 | 21,499 | 3.89% | 3.89% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 422,772 | 21,383 | 0.33% | 0.33% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 414,814 | 20,981 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 411,742 | 20,825 | 0.85% | 0.85% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 398,785 | 20,170 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard National Trust Co | History | No change | 390,059 | 19,729 | 1.07% | 1.07% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 382,404 | 19,335 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380,104 | 19,225 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stairway Partners, LLC | History | Reduced | 400,223 | 18,954 | 0.9% | 0.96% | 153 | -2,300 | -0.57% | Q3 2026 | Oct 01, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 372,164 | 18,824 | 3.69% | 3.69% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 370,653 | 18,747 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 364,065 | 18,414 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 354,852 | 17,948 | 0.47% | 0.47% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 350,427 | 17,724 | 2.33% | 2.33% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 340,466 | 17,220 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | No change | 338,279 | 17,111 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carnegie Investment Counsel | History | No change | 335,119 | 16,950 | 0.34% | 0.34% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Unison Advisors LLC | History | No change | 330,407 | 16,711 | 1.17% | 1.17% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evanson Financial, LLC | History | No change | 329,034 | 16,642 | 0.81% | 0.81% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Single Point Partners, LLC | History | No change | 329,001 | 16,640 | 2.93% | 2.93% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 327,500 | 16,564 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 325,726 | 16,380 | 0.86% | 0.86% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brooklyn FI, LLC | History | No change | 325,018 | 16,189 | 2.96% | 2.96% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Altiora Financial Group, LLC | History | No change | 318,638 | 16,116 | 2.54% | 2.54% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Asset Management, LLC | History | No change | 316,350 | 16,001 | 1.26% | 1.26% | 169 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Passive Capital Management, LLC. | History | No change | 317,901 | 15,987 | 5.0% | 5.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 315,544 | 15,960 | 1.13% | 1.13% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 315,384 | 15,952 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantinno Capital Management LP | History | No change | 311,946 | 15,778 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 311,026 | 15,731 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Newton One Investments LLC | History | No change | 310,046 | 15,682 | 3.95% | 3.95% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smithfield Trust Co | History | No change | 309,610 | 15,650 | 0.62% | 0.62% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 309,000 | 15,629 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Level Wealth Management LLC | History | No change | 306,836 | 15,519 | 6.22% | 6.22% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOSTER & MOTLEY INC | History | No change | 304,842 | 15,419 | 0.71% | 0.71% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 303,646 | 15,358 | 0.99% | 0.99% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Florida Trust Wealth Management Co | History | No change | 301,850 | 15,267 | 0.38% | 0.38% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frisco Financial Planning LLC | History | Added to | 316,763 | 15,001 | 11.67% | 11.65% | 182 | +11,019 | 3.6% | Q3 2026 | Oct 05, 2026 |
| Lido Advisors, LLC | History | No change | 294,870 | 14,914 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grove Bank & Trust | History | No change | 290,478 | 14,692 | 1.46% | 1.46% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 290,045 | 14,670 | 0.43% | 0.43% | 185 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aprio Wealth Management, LLC | History | No change | 287,867 | 14,560 | 0.72% | 0.72% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 278,331 | 14,077 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | No change | 275,456 | 13,932 | 0.81% | 0.81% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 274,505 | 13,884 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF HAWAII | History | No change | 271,993 | 13,757 | 0.68% | 0.68% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 271,735 | 13,744 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elm Partners Management LLC | History | No change | 267,541 | 13,532 | 0.49% | 0.49% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 267,479 | 13,529 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Partners in Financial Planning | History | No change | 262,359 | 13,270 | 2.01% | 2.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 260,648 | 13,183 | 1.14% | 1.14% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 258,536 | 13,076 | 2.77% | 2.77% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 258,219 | 13,060 | 0.14% | 0.14% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| L2 Asset Management, LLC | History | No change | 255,713 | 12,933 | 1.34% | 1.34% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 246,597 | 12,472 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 245,262 | 12,405 | 0.2% | 0.2% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 244,169 | 12,350 | 1.26% | 1.26% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 243,977 | 12,340 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roth Financial Partners LLC | History | No change | 239,104 | 12,094 | 3.6% | 3.6% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 235,085 | 11,890 | 1.09% | 1.09% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 234,855 | 11,878 | 0.25% | 0.25% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Portfolios, Inc. | History | No change | 234,692 | 11,870 | 0.86% | 0.86% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 231,559 | 11,712 | 4.44% | 4.44% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 247,197 | 11,707 | 0.86% | 1.12% | 208 | -45,662 | -15.59% | Q3 2026 | Oct 01, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 227,560 | 11,509 | 1.07% | 1.07% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITIGROUP INC | History | No change | 226,152 | 11,438 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valmark Advisers, Inc. | History | No change | 224,731 | 11,366 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 223,378 | 11,298 | 1.67% | 1.67% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 221,538 | 11,205 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 220,727 | 11,133 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 219,418 | 11,098 | 0.11% | 0.11% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 217,730 | 11,012 | 0.56% | 0.56% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 216,474 | 10,949 | 0.89% | 0.89% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 213,291 | 10,788 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 211,823 | 10,714 | 2.23% | 2.23% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | No change | 211,582 | 10,701 | 0.46% | 0.46% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 211,518 | 10,698 | 0.18% | 0.18% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 211,201 | 10,682 | 6.86% | 6.86% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 208,792 | 10,560 | 1.34% | 1.34% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 204,989 | 10,368 | 0.59% | 0.59% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 204,413 | 10,339 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Winthrop Advisory Group LLC | History | No change | 203,184 | 10,277 | 0.69% | 0.69% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 202,568 | 10,245 | 4.04% | 4.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 200,660 | 10,149 | 5.8% | 5.8% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 200,043 | 10,118 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Royal Harbor Partners, LLC | History | No change | 199,885 | 10,110 | 3.13% | 3.13% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 199,739 | 10,102 | 1.65% | 1.65% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Firestone Capital Management | History | No change | 197,616 | 9,995 | 1.86% | 1.86% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 197,095 | 9,969 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 196,900 | 9,959 | 1.5% | 1.5% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 190,176 | 9,619 | 2.04% | 2.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Wealth Group, LLC | History | No change | 189,684 | 9,594 | 1.96% | 1.96% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keebeck Wealth Management | History | No change | 188,601 | 9,539 | 0.93% | 0.93% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verus Financial Partners, Inc. | History | No change | 184,834 | 9,348 | 0.8% | 0.8% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 184,559 | 9,346 | 0.3% | 0.3% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 25 LLC | History | No change | 183,538 | 9,283 | 2.54% | 2.54% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 183,053 | 9,258 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 182,122 | 9,211 | 0.71% | 0.71% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 181,386 | 9,174 | 0.7% | 0.7% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 180,974 | 9,153 | 0.68% | 0.68% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 179,733 | 9,090 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 178,378 | 9,022 | 0.17% | 0.17% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 177,204 | 8,962 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 175,271 | 8,865 | 0.97% | 0.97% | 248 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 175,254 | 8,864 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Wealthcare LLC | History | Added to | 186,761 | 8,845 | 2.8% | 2.92% | 250 | +6,399 | 3.55% | Q3 2026 | Oct 02, 2026 |
| Schiavi & Co LLC | History | No change | 174,705 | 8,836 | 2.33% | 2.33% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 173,207 | 8,760 | 0.69% | 0.69% | 252 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Glenview Trust Co | History | No change | 172,773 | 8,738 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 171,573 | 8,678 | 0.88% | 0.88% | 254 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 169,793 | 8,588 | 2.41% | 2.41% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 168,675 | 8,531 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vested Financial Planning, LLC | History | No change | 168,500 | 8,522 | 5.72% | 5.72% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 167,788 | 8,486 | 0.25% | 0.25% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 167,385 | 8,466 | 2.17% | 2.17% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 178,370 | 8,447 | 1.74% | 0.55% | 260 | +125,073 | 234.67% | Q3 2026 | Oct 05, 2026 |
| Mustard Seed Financial, LLC | History | No change | 166,976 | 8,445 | 4.39% | 4.39% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 166,939 | 8,443 | 4.59% | 4.59% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Veratis Advisors, Inc. | History | No change | 164,316 | 8,311 | 5.88% | 5.88% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 163,196 | 8,254 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK Sorce Advisory LLC | History | No change | 165,918 | 8,244 | 0.16% | 0.16% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Soltis Investment Advisors LLC | History | No change | 161,978 | 8,192 | 0.46% | 0.46% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 158,395 | 8,011 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 157,897 | 7,986 | 0.93% | 0.93% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 155,527 | 7,866 | 4.55% | 4.55% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 154,814 | 7,830 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 154,498 | 7,815 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 154,381 | 7,808 | 1.62% | 1.62% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 153,195 | 7,748 | 1.46% | 1.46% | 273 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 153,000 | 7,738 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 152,996 | 7,738 | 0.23% | 0.23% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 152,584 | 7,717 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chesley Taft & Associates LLC | History | No change | 152,550 | 7,715 | 0.3% | 0.3% | 277 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 152,144 | 7,695 | 0.9% | 0.9% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 151,745 | 7,675 | 1.12% | 1.12% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 151,662 | 7,671 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 151,469 | 7,661 | 0.63% | 0.63% | 281 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 147,219 | 7,446 | 3.2% | 3.2% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 146,259 | 7,397 | 1.89% | 1.89% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 144,730 | 7,320 | 0.11% | 0.11% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 143,926 | 7,279 | 0.36% | 0.36% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 143,614 | 7,264 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ONE Advisory Partners, LLC | History | No change | 142,218 | 7,193 | 1.96% | 1.96% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 141,089 | 7,136 | 0.67% | 0.67% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 139,921 | 7,077 | 0.12% | 0.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 139,841 | 7,073 | 0.99% | 0.99% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 139,757 | 7,069 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DRAVO BAY LLC | History | No change | 139,649 | 7,063 | 2.44% | 2.44% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Xena Financial Planning, LLC | History | No change | 138,926 | 7,026 | 6.74% | 6.74% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | No change | 137,183 | 6,938 | 0.27% | 0.27% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stembrook Asset Management, LLC | History | No change | 136,900 | 6,924 | 5.98% | 5.98% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 136,038 | 6,880 | 0.85% | 0.85% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 134,969 | 6,826 | 3.78% | 3.78% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trinity Financial Advisors LLC | History | No change | 134,744 | 6,815 | 1.75% | 1.75% | 298 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 134,286 | 6,792 | 1.68% | 1.68% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 133,561 | 6,755 | 0.33% | 0.33% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |