VANGUARD SCOTTSDALE FUNDS - VTHR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | No change | 632,550 | 209,656 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 622,262 | 206,234 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 458,185 | 151,854 | 3.89% | 3.89% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 300,565 | 100,839 | 7.1% | 6.91% | 4 | +2,714 | 0.91% | Q3 2026 | Oct 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 279,973 | 92,790 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 233,388 | 77,350 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 223,425 | 74,048 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 219,190 | 72,645 | 1.42% | 1.42% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cliffwater LLC | History | No change | 129,315 | 42,858 | 10.67% | 10.67% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 113,987 | 37,778 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 110,567 | 36,644 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 104,527 | 34,642 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trustees of Dartmouth College | History | No change | 98,053 | 32,497 | 9.71% | 9.71% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 97,663 | 32,367 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 80,244 | 26,595 | 0.43% | 0.43% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | No change | 80,039 | 26,526 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fund Evaluation Group, LLC | History | No change | 75,890 | 25,151 | 0.68% | 0.68% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 70,668 | 23,421 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 67,720 | 22,444 | 4.21% | 4.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 63,886 | 21,173 | 0.25% | 0.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 63,752 | 21,128 | 6.77% | 6.77% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 57,817 | 19,161 | 0.35% | 0.35% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 57,435 | 19,035 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversified Portfolios, Inc. | History | No change | 57,120 | 18,931 | 1.37% | 1.37% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,773 | 17,821 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 53,297 | 17,663 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 51,192 | 16,966 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 49,013 | 16,244 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Evensky & Katz LLC | History | No change | 40,556 | 13,441 | 0.69% | 0.69% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 36,494 | 11,993 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 36,106 | 11,966 | 3.57% | 3.57% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMERCE BANK | History | No change | 31,827 | 10,548 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 31,768 | 10,528 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Greenspring Advisors, LLC | History | No change | 29,339 | 9,723 | 0.54% | 0.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 26,455 | 8,767 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 25,920 | 8,590 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 25,149 | 8,334 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 23,750 | 7,871 | 0.86% | 0.86% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 26,533 | 7,831 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 23,505 | 7,790 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22,397 | 7,423 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 22,052 | 7,308 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 21,100 | 6,993 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Linscomb Wealth, Inc. | History | No change | 18,939 | 6,277 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 17,900 | 5,932 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,737 | 5,878 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,542 | 5,813 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,329 | 5,412 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 16,221 | 5,376 | 0.72% | 0.72% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,941 | 4,951 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 14,276 | 4,731 | 0.45% | 0.45% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,269 | 4,729 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 13,549 | 4,490 | 3.63% | 3.63% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,452 | 4,458 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,908 | 4,278 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 12,784 | 4,237 | 0.47% | 0.47% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 11,452 | 3,795 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 11,196 | 3,710 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 11,094 | 3,677 | 0.18% | 0.18% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apella Capital, LLC | History | No change | 11,069 | 3,662 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,784 | 3,574 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 10,726 | 3,554 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coastline Trust Co | History | Reduced | 10,537 | 3,535 | 0.33% | 0.32% | 63 | -315 | -2.9% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,046 | 3,329 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSA Investment Group, LLC | History | No change | 9,999 | 3,313 | 1.08% | 1.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 9,510 | 3,151 | 0.18% | 0.18% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 9,435 | 3,127 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,162 | 3,037 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 8,925 | 2,957 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,414 | 2,788 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,911 | 2,621 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verus Financial Partners, Inc. | History | No change | 7,775 | 2,576 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HRT FINANCIAL LP | History | No change | 7,532 | 2,496 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Embree Financial Group | History | No change | 7,407 | 2,455 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,084 | 2,347 | 0.51% | 0.51% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wedmont Private Capital | History | No change | 7,023 | 2,342 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Silver Coast Investments LLC | History | No change | 6,681 | 2,214 | 0.66% | 0.66% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hardy Reed LLC | History | No change | 6,674 | 2,211 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Operose Advisors LLC | History | No change | 6,357 | 2,106 | 0.41% | 0.41% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,802 | 1,922 | 1.13% | 1.13% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 5,765 | 1,910 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO | History | No change | 5,660 | 1,882 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,428 | 1,799 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 5,159 | 1,709 | 0.25% | 0.25% | 84 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,034 | 1,668 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WESBANCO BANK INC | History | No change | 5,005 | 1,658 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,911 | 1,627 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 4,815 | 1,595 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,665 | 1,546 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centennial Bank/AR/ | History | No change | 4,661 | 1,544 | 0.5% | 0.5% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,400 | 1,458 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,165 | 1,380 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 4,113 | 1,363 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 4,107 | 1,361 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 4,654 | 1,358 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McCartney Wealth Management LLC | History | No change | 4,033 | 1,336 | 1.01% | 1.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 3,715 | 1,231 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 3,673 | 1,217 | 0.7% | 0.7% | 98 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 3,632 | 1,203 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 3,582 | 1,187 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,437 | 1,139 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 3,390 | 1,137 | 0.08% | 0.09% | 102 | -353 | -9.43% | Q3 2026 | Oct 01, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,318 | 1,099 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tortoise Investment Management, LLC | History | No change | 3,300 | 1,093 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 3,167 | 1,049 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everhart Financial Group, Inc. | History | No change | 3,131 | 1,037 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 3,126 | 1,036 | 0.5% | 0.5% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Americana Partners, LLC | History | No change | 3,095 | 1,025 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 3,060 | 1,017 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 3,061 | 1,014 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,057 | 1,013 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 3,011 | 997 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,947 | 975 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jacksonville Wealth Management, LLC | History | No change | 2,860 | 947 | 0.54% | 0.54% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | No change | 2,745 | 909 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 2,681 | 888 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairscale Capital, LLC | History | No change | 2,676 | 886 | 0.53% | 0.53% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CNB Bank | History | No change | 2,642 | 875 | 0.34% | 0.34% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Calydon Capital | History | No change | 2,624 | 869 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 2,597 | 860 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IFP Advisors, Inc | History | No change | 2,521 | 835 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 2,505 | 830 | 0.5% | 0.5% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forum Financial Management, LP | History | No change | 2,476 | 820 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,356 | 780 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,256 | 747 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FULTON BANK, N.A. | History | No change | 2,230 | 739 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nilsine Partners, LLC | History | No change | 2,205 | 730 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,110 | 699 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,006 | 664 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,992 | 660 | 0.28% | 0.28% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,899 | 629 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corundum Trust Company, INC | History | No change | 1,892 | 627 | 1.67% | 1.67% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | No change | 1,834 | 607 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 1,834 | 607 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,828 | 605 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Care LLC | History | No change | 1,815 | 601 | 0.49% | 0.49% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Paulson Wealth Management Inc. | History | No change | 1,790 | 593 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,763 | 584 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | No change | 1,743 | 577 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,653 | 548 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 1,645 | 545 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,640 | 543 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 1,619 | 536 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,616 | 535 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,608 | 533 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 1,563 | 518 | 0.3% | 0.3% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 1,547 | 512 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunpointe, LLC | History | No change | 1,536 | 509 | 0.14% | 0.14% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 1,510 | 500 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 1,500 | 497 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gross & Hartman Investments LLC | History | No change | 1,488 | 493 | 0.22% | 0.22% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 1,488 | 493 | 0.33% | 0.33% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,430 | 473 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,420 | 470 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,413 | 468 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,394 | 462 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,326 | 439 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,278 | 423 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,246 | 412 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| New Republic Capital, LLC | History | No change | 1,243 | 412 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 1,240 | 410 | 0.33% | 0.33% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,204 | 398 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYKON CAPITAL LLC | History | No change | 1,191 | 394 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,198 | 391 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,198 | 391 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,132 | 375 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compound Planning, Inc. | History | No change | 1,106 | 366 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,101 | 364 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,100 | 364 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | No change | 1,078 | 357 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,000 | 331 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 969 | 321 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Firestone Capital Management | History | No change | 950 | 314 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | No change | 930 | 308 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 910 | 301 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 907 | 300 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 899 | 297 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 827 | 273 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 777 | 257 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 789 | 255 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | No change | 771 | 255 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 752 | 249 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 741 | 245 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 715 | 237 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 700 | 231 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 698 | 231 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 700 | 231 | 0.16% | 0.16% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abel Hall, LLC | History | No change | 669 | 221 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 658 | 218 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 657 | 217 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 657 | 217 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 631 | 209 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independent Advisor Alliance | History | No change | 628 | 208 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tacita Capital Inc | History | No change | 625 | 207 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 618 | 204 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 618 | 204 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 611 | 202 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 606 | 200 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROGAN FINANCIAL, INC. | History | No change | 606 | 200 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 587 | 194 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 500 | 165 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quent Capital, LLC | History | No change | 444 | 147 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 420 | 139 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 425 | 138 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Paladin Partners, LLC | History | No change | 418 | 138 | 0.09% | 0.09% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polaris Financial Partners | History | New | 357 | 120 | 0.05% | — | 206 | +357 | New | Q3 2026 | Oct 02, 2026 |
| Arax Advisory Partners | History | No change | 357 | 118 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 325 | 107 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 320 | 106 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWE & RUSLING INC | History | No change | 316 | 104 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 287 | 95 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 274 | 90 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 258 | 85 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 227 | 75 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 208 | 68 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 203 | 67 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GoalVest Advisory LLC | History | No change | 180 | 60 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 152 | 50 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Main Street Group, LTD | History | No change | 150 | 49 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 142 | 47 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 136 | 45 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 123 | 40 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 109 | 36 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 101 | 33 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 90 | 29 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 80 | 26 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 67 | 22 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 69 | 22 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Graney & King, LLC | History | No change | 63 | 20 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDM Financial Group LLC | History | No change | 59 | 19 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| City State Bank | History | No change | 50 | 16 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | No change | 47 | 15 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 40 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 41 | 13 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SHP Wealth Management | History | No change | 38 | 12 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 32 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 32 | 10 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 21 | 7 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 24 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gould Capital, LLC | History | No change | 13 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifeSteps Financial, Inc. | History | No change | 8 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Olistico Wealth, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,794 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |