VANGUARD SCOTTSDALE FUNDS - VTHR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Reduced | 552,813 | 166,024 | 0.04% | 0.04% | 1 | -36,376 | -6.17% | Q4 2025 | Feb 17, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 457,960 | 137,539 | 4.02% | 3.86% | 2 | -1,547 | -0.34% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 436,121 | 130,980 | 0.01% | 0.0% | 3 | +208,822 | 91.87% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 279,263 | 83,871 | 6.52% | 6.81% | 4 | +2,573 | 0.93% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Added to | 237,447 | 70,044 | 0.08% | 0.11% | 5 | +6,778 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 228,815 | 68,720 | 1.48% | — | 6 | +228,815 | New | Q4 2025 | Feb 12, 2026 |
| Cliffwater LLC | History | Reduced | 205,503 | 61,718 | 12.96% | 14.63% | 7 | -30,433 | -12.9% | Q4 2025 | Feb 12, 2026 |
| John S. & James L. Knight Foundation, Inc. | History | New | 153,749 | 46,175 | 35.22% | — | 8 | +153,749 | New | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 106,589 | 32,011 | 0.02% | 0.02% | 9 | +13,278 | 14.23% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 93,089 | 27,957 | 0.04% | 0.04% | 10 | -732 | -0.78% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 92,720 | 27,846 | 0.0% | 0.0% | 11 | +6,185 | 7.15% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 87,028 | 26,137 | 0.86% | 0.6% | 12 | +30,552 | 54.1% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 86,670 | 26,029 | 0.01% | 0.01% | 13 | +12,565 | 16.96% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 83,062 | 24,945 | 0.01% | 0.01% | 14 | -2,002 | -2.35% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 81,661 | 24,525 | 0.0% | 0.0% | 15 | -39,111 | -32.38% | Q4 2025 | Mar 25, 2026 |
| Diversified Trust Co | History | Reduced | 80,212 | 24,090 | 0.44% | 0.49% | 16 | -3,894 | -4.63% | Q4 2025 | Jan 09, 2026 |
| Mariner, LLC | History | Reduced | 73,653 | 22,120 | 0.03% | 0.03% | 17 | -1,193 | -1.59% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 66,628 | 20,010 | 0.33% | — | 18 | +66,628 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 65,358 | 19,628 | 0.02% | 0.03% | 19 | -19,752 | -23.21% | Q4 2025 | Feb 06, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 53,533 | 16,077 | 1.34% | 1.39% | 20 | +6 | 0.01% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 52,604 | 15,798 | 0.06% | 0.0% | 21 | +49,080 | 1392.74% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 46,689 | 14,022 | 0.0% | 0.0% | 22 | -11,749 | -20.11% | Q4 2025 | Jan 29, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 45,892 | 13,782 | 5.52% | 6.45% | 23 | -360 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 43,508 | 13,066 | 0.05% | 0.05% | 24 | +1,660 | 3.97% | Q4 2025 | Feb 17, 2026 |
| Evensky & Katz LLC | History | Reduced | 41,455 | 12,450 | 0.7% | 0.74% | 25 | -1,693 | -3.92% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 38,542 | 11,575 | 0.08% | — | 26 | +38,542 | New | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Added to | 36,785 | 11,047 | 0.25% | 0.34% | 27 | +2,746 | 8.07% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 36,103 | 10,843 | 0.03% | 0.04% | 28 | -5,414 | -13.04% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,915 | 9,885 | 0.0% | 0.0% | 29 | -4,142 | -11.18% | Q4 2025 | Feb 11, 2026 |
| Greenspring Advisors, LLC | History | New | 30,543 | 9,173 | 0.56% | — | 30 | +30,543 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,179 | 9,063 | 0.02% | 0.03% | 31 | -4,696 | -13.47% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 30,082 | 9,034 | 0.04% | 0.05% | 32 | -1,804 | -5.66% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,099 | 8,910 | 0.01% | 0.01% | 33 | +181 | 0.63% | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 29,292 | 8,797 | 0.0% | 0.0% | 34 | -31 | -0.11% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Reduced | 29,250 | 8,784 | 0.05% | 0.05% | 35 | -122 | -0.42% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 29,028 | 8,717 | 2.87% | 2.49% | 36 | +3,825 | 15.18% | Q4 2025 | Jan 08, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 25,272 | 7,589 | 0.68% | — | 37 | +25,272 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 24,809 | 7,450 | 0.0% | 0.0% | 38 | +564 | 2.33% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 24,506 | 7,360 | 0.03% | — | 39 | +24,506 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,423 | 7,335 | 0.01% | 0.01% | 40 | -734 | -2.92% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 24,326 | 7,305 | 0.33% | 0.28% | 41 | +4,897 | 25.2% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,513 | 7,061 | 0.0% | 0.0% | 42 | +15,889 | 208.41% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 23,078 | 6,931 | 0.29% | 0.31% | 43 | -1,379 | -5.64% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 22,910 | 6,880 | 0.02% | 0.02% | 44 | +1,716 | 8.1% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,792 | 6,845 | 0.02% | 0.01% | 45 | +5,856 | 34.58% | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 21,100 | 6,336 | 0.03% | — | 46 | +21,100 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,721 | 6,223 | 0.03% | 0.02% | 47 | +4,705 | 29.38% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 19,089 | 5,733 | 0.19% | — | 48 | +19,089 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 19,041 | 5,718 | 0.28% | 0.26% | 49 | +862 | 4.74% | Q4 2025 | Jan 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,493 | 5,554 | 0.0% | 0.01% | 50 | -1,139 | -5.8% | Q4 2025 | Feb 13, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 16,221 | 4,871 | 0.7% | 0.76% | 51 | -480 | -2.87% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | New | 15,807 | 4,747 | 0.08% | — | 52 | +15,807 | New | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,570 | 4,676 | 0.01% | 0.01% | 53 | -289 | -1.82% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,304 | 4,596 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,289 | 4,591 | 0.01% | 0.01% | 55 | -606 | -3.81% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 15,055 | 4,521 | 0.15% | 0.16% | 56 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 14,523 | 4,361 | 0.47% | 0.5% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,161 | 4,252 | 0.02% | 0.02% | 58 | -99 | -0.69% | Q4 2025 | Feb 12, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 13,941 | 4,186 | 3.72% | 3.66% | 59 | +177 | 1.29% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 13,336 | 4,005 | 0.05% | 0.05% | 60 | -104 | -0.77% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,239 | 3,976 | 0.0% | 0.0% | 61 | +1,112 | 9.17% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 12,940 | 3,886 | 0.01% | 0.01% | 62 | -204 | -1.55% | Q4 2025 | Feb 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,770 | 3,835 | 0.5% | 0.5% | 63 | +214 | 1.7% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,451 | 3,428 | 0.01% | 0.01% | 64 | -129 | -1.11% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,311 | 3,397 | 0.0% | — | 65 | +11,311 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 11,249 | 3,378 | 0.18% | 0.21% | 66 | -117 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | Reduced | 11,192 | 3,361 | 0.32% | 0.36% | 67 | -108 | -0.96% | Q4 2025 | Jan 05, 2026 |
| FSA Investment Group, LLC | History | Added to | 10,307 | 3,095 | 1.89% | 1.68% | 68 | +1,182 | 12.95% | Q4 2025 | Jan 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,046 | 3,017 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Embree Financial Group | History | Added to | 9,622 | 2,889 | 0.35% | 0.38% | 70 | +23 | 0.24% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,435 | 2,833 | 0.21% | 0.23% | 71 | -850 | -8.26% | Q4 2025 | Jan 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 9,411 | 2,826 | 0.18% | 0.19% | 72 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,334 | 2,803 | 0.08% | 0.09% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,209 | 2,765 | 0.0% | — | 74 | +9,209 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,928 | 2,681 | 0.02% | 0.03% | 75 | +3 | 0.03% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 8,111 | 2,436 | 0.02% | 0.01% | 76 | +3,309 | 68.91% | Q4 2025 | Feb 13, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 7,834 | 2,401 | 0.22% | 0.23% | 77 | -458 | -5.52% | Q4 2025 | Feb 02, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 7,647 | 2,296 | 0.38% | 0.39% | 78 | -166 | -2.12% | Q4 2025 | Jan 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 7,614 | 2,286 | 0.04% | 0.05% | 79 | -1,526 | -16.7% | Q4 2025 | Feb 06, 2026 |
| Hardy Reed LLC | History | Reduced | 6,674 | 2,004 | 0.14% | 0.17% | 80 | -1,374 | -17.07% | Q4 2025 | Feb 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 6,348 | 1,926 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,240 | 1,873 | 0.48% | 0.48% | 82 | +207 | 3.43% | Q4 2025 | Jan 23, 2026 |
| Silver Coast Investments LLC | History | Reduced | 5,985 | 1,797 | 0.62% | 0.63% | 83 | -240 | -3.86% | Q4 2025 | Jan 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,802 | 1,742 | 1.44% | 1.75% | 84 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 5,660 | 1,730 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wedmont Private Capital | History | Added to | 5,611 | 1,709 | 0.06% | 0.06% | 86 | +6 | 0.11% | Q4 2025 | Jan 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,631 | 1,691 | 0.08% | 0.07% | 87 | +94 | 1.7% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 5,332 | 1,601 | 0.03% | 0.02% | 88 | +1,927 | 56.59% | Q4 2025 | Mar 12, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 5,283 | 1,586 | 0.07% | 0.03% | 89 | +2,636 | 99.58% | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 5,120 | 1,537 | 0.0% | — | 90 | +5,120 | New | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | No change | 5,005 | 1,503 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,000 | 1,501 | 0.04% | 0.0% | 92 | +4,806 | 2477.32% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,911 | 1,474 | 0.03% | 0.03% | 93 | +208 | 4.42% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | Added to | 4,880 | 1,465 | 0.34% | 0.36% | 94 | +10 | 0.21% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,776 | 1,434 | 0.0% | 0.0% | 95 | +2,099 | 78.41% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,665 | 1,401 | 0.2% | 0.21% | 96 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Centennial Bank/AR/ | History | Reduced | 4,661 | 1,399 | 0.56% | 0.56% | 97 | -223 | -4.57% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,400 | 1,321 | 0.14% | 0.15% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 4,342 | 1,303 | 0.0% | 0.0% | 99 | +208 | 5.03% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 4,339 | 1,303 | 0.03% | 0.03% | 100 | +66 | 1.54% | Q4 2025 | Jan 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 4,057 | 1,218 | 0.01% | 0.01% | 101 | +12 | 0.3% | Q4 2025 | Feb 17, 2026 |
| McCartney Wealth Management LLC | History | New | 4,033 | 1,211 | 1.04% | — | 102 | +4,033 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,028 | 1,209 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | No change | 3,940 | 1,183 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | New | 3,893 | 1,169 | 0.02% | — | 105 | +3,893 | New | Q4 2025 | Jan 13, 2026 |
| First Financial Bank - Trust Division | History | No change | 3,788 | 1,137 | 0.09% | 0.1% | 106 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,440 | 1,033 | 0.01% | 0.01% | 107 | +23 | 0.67% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 3,320 | 997 | 0.01% | 0.01% | 108 | -184 | -5.25% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,314 | 995 | 0.01% | 0.01% | 109 | +3 | 0.09% | Q4 2025 | Feb 03, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 3,150 | 946 | 0.09% | 0.09% | 110 | +1 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 2,992 | 898 | 0.64% | 0.65% | 111 | +1 | 0.03% | Q4 2025 | Feb 04, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 2,848 | 855 | 0.46% | 0.48% | 112 | +9 | 0.32% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,739 | 822 | 0.01% | 0.01% | 113 | -150 | -5.19% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 2,681 | 805 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fairscale Capital, LLC | History | Added to | 2,676 | 803 | 0.53% | 0.54% | 115 | +21 | 0.79% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 2,642 | 793 | 0.32% | 0.32% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Calydon Capital | History | No change | 2,624 | 788 | 0.13% | 0.12% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | No change | 2,615 | 785 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 2,515 | 755 | 0.02% | 0.02% | 119 | +1 | 0.04% | Q4 2025 | Feb 06, 2026 |
| Forum Financial Management, LP | History | Added to | 2,462 | 739 | 0.01% | 0.01% | 120 | +7 | 0.29% | Q4 2025 | Jan 27, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 2,463 | 739 | 0.49% | 0.49% | 121 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,356 | 707 | 0.05% | 0.06% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,323 | 697 | 0.01% | 0.01% | 123 | -758 | -24.6% | Q4 2025 | Feb 13, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 2,152 | 646 | 0.16% | — | 124 | +2,152 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,110 | 633 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | New | 2,033 | 610 | 0.01% | — | 126 | +2,033 | New | Q4 2025 | Feb 13, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,992 | 598 | 0.25% | 0.28% | 127 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 1,984 | 595 | 0.52% | — | 128 | +1,984 | New | Q4 2025 | Jan 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 1,899 | 570 | 0.03% | — | 129 | +1,899 | New | Q4 2025 | Jan 13, 2026 |
| Paulson Wealth Management Inc. | History | No change | 1,900 | 570 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Corundum Trust Company, INC | History | No change | 1,892 | 568 | 1.29% | 1.21% | 131 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Planning Advisors, LLC | History | No change | 1,891 | 567 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 1,884 | 565 | 0.05% | 0.04% | 133 | +292 | 18.34% | Q4 2025 | Jan 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 1,820 | 546 | 0.11% | 0.12% | 134 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,794 | 539 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,763 | 529 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 1,734 | 520 | 0.05% | 0.05% | 137 | -8 | -0.46% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,723 | 517 | 0.0% | 0.0% | 138 | -258 | -13.02% | Q4 2025 | Feb 11, 2026 |
| Sunpointe, LLC | History | Reduced | 1,664 | 499 | 0.17% | 0.19% | 139 | -115 | -6.46% | Q4 2025 | Jan 23, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,653 | 496 | 0.07% | 0.06% | 140 | -69 | -4.01% | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,638 | 491 | 0.03% | 0.03% | 142 | -169 | -9.35% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,637 | 491 | 0.0% | 0.0% | 141 | -19 | -1.15% | Q4 2025 | Feb 18, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,618 | 485 | 0.01% | 0.01% | 144 | +90 | 5.89% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,616 | 485 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,514 | 454 | 0.0% | 0.0% | 145 | +182 | 13.66% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | No change | 1,500 | 450 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 1,488 | 446 | 0.18% | 0.18% | 147 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,408 | 422 | 0.06% | — | 148 | +1,408 | New | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | No change | 1,405 | 421 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bowman & Co S.C. | History | Added to | 1,340 | 402 | 0.17% | 0.14% | 150 | +228 | 20.5% | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,325 | 397 | 0.0% | — | 151 | +1,325 | New | Q4 2025 | Feb 18, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,325 | 397 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,274 | 382 | 0.01% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,268 | 380 | 0.0% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 1,259 | 378 | 0.04% | — | 155 | +1,259 | New | Q4 2025 | Jan 20, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 1,240 | 372 | 0.31% | — | 156 | +1,240 | New | Q4 2025 | Feb 05, 2026 |
| New Republic Capital, LLC | History | Added to | 1,237 | 371 | 0.1% | 0.1% | 157 | +174 | 16.37% | Q4 2025 | Feb 10, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 1,229 | 369 | 0.78% | — | 158 | +1,229 | New | Q4 2025 | Jan 30, 2026 |
| SYKON CAPITAL LLC | History | Added to | 1,231 | 369 | 0.12% | 0.11% | 159 | +140 | 12.83% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | New | 300 | 350 | 0.02% | — | 160 | +300 | New | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,132 | 339 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,100 | 330 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | No change | 1,066 | 320 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,000 | 304 | 0.0% | — | 164 | +1,000 | New | Q4 2025 | Jan 15, 2026 |
| AA Financial Advisors, LLC | History | Added to | 1,007 | 302 | 0.06% | 0.06% | 165 | +12 | 1.21% | Q4 2025 | Jan 14, 2026 |
| Firestone Capital Management | History | No change | 1,000 | 300 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | No change | 930 | 279 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 910 | 273 | 0.1% | 0.09% | 168 | +60 | 7.06% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 901 | 271 | 0.0% | — | 169 | +901 | New | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 867 | 260 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 846 | 254 | 0.22% | — | 171 | +846 | New | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 776 | 233 | 0.0% | 0.0% | 172 | -2 | -0.26% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 774 | 232 | 0.0% | — | 173 | +774 | New | Q4 2025 | Feb 05, 2026 |
| BSW Wealth Partners | History | No change | 771 | 231 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Reduced | 755 | 226 | 0.07% | 0.1% | 176 | -336 | -30.8% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 753 | 226 | 0.0% | 0.0% | 175 | +10 | 1.35% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 750 | 225 | 0.0% | — | 177 | +750 | New | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 694 | 208 | 0.0% | — | 178 | +694 | New | Q4 2025 | Jan 16, 2026 |
| Ariadne Wealth Management, LP | History | New | 694 | 208 | 0.09% | — | 179 | +694 | New | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 669 | 201 | 0.05% | — | 180 | +669 | New | Q4 2025 | Feb 17, 2026 |
| Tacita Capital Inc | History | No change | 625 | 187 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 618 | 185 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 600 | 180 | 0.01% | — | 183 | +600 | New | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 584 | 175 | 0.01% | 0.01% | 184 | +2 | 0.34% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 515 | 154 | 0.0% | 0.0% | 185 | -79 | -13.3% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 420 | 126 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 355 | 106 | 0.01% | 0.01% | 187 | +21 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 340 | 103 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 325 | 97 | 0.0% | 0.0% | 189 | +50 | 18.18% | Q4 2025 | Feb 17, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 316 | 94 | 0.02% | 0.02% | 190 | +1 | 0.32% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 290 | 87 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 261 | 78 | 0.0% | 0.0% | 192 | -56 | -17.67% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 246 | 73 | 0.0% | — | 193 | +246 | New | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 245 | 73 | 0.0% | 0.0% | 194 | -62 | -20.2% | Q4 2025 | Feb 17, 2026 |
| GoalVest Advisory LLC | History | New | 240 | 72 | 0.01% | — | 195 | +240 | New | Q4 2025 | Jan 05, 2026 |
| Asset Dedication, LLC | History | No change | 208 | 62 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 203 | 60 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 157 | 47 | 0.0% | 0.0% | 198 | +1 | 0.64% | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | No change | 155 | 46 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 136 | 40 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 135 | 40 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 131 | 39 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 128 | 38 | 0.0% | — | 203 | +128 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 122 | 36 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 101 | 30 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 97 | 29 | 0.0% | — | 206 | +97 | New | Q4 2025 | Feb 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 80 | 24 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BlackRock, Inc. | History | New | 75 | 22 | 0.0% | — | 208 | +75 | New | Q4 2025 | Feb 12, 2026 |
| NCP Inc. | History | New | 67 | 20 | 0.02% | — | 209 | +67 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 64 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BIRCHBROOK, INC. | History | New | 60 | 18 | 0.01% | — | 212 | +60 | New | Q4 2025 | Feb 04, 2026 |
| Graney & King, LLC | History | Reduced | 63 | 18 | 0.01% | 0.02% | 211 | -39 | -38.24% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | No change | 59 | 17 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| City State Bank | History | No change | 50 | 15 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 43 | 12 | 0.0% | — | 218 | +43 | New | Q4 2025 | Mar 04, 2026 |
| ASSETMARK, INC | History | Added to | 42 | 12 | 0.0% | 0.0% | 215 | +10 | 31.25% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 40 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 41 | 12 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | New | 40 | 11 | 0.0% | — | 219 | +40 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 30 | 9 | 0.0% | 0.0% | 221 | +2 | 7.14% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | No change | 32 | 9 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 24 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 21 | 6 | 0.0% | — | 223 | +21 | New | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gould Capital, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | New | 6 | 1 | 0.0% | — | 228 | +6 | New | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -221,829 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hirtle Callaghan & Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,078 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,193 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Momentous Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -943 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -866 | -100.0% | Q3 2025 | Nov 10, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -701 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -454 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 18, 2025 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |