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 | Added to | 610,686 | 175,624 | 0.04% | 0.04% | 1 | +57,873 | 10.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 509,964 | 146,653 | 0.01% | 0.01% | 2 | +73,843 | 16.93% | Q1 2026 | May 15, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 462,641 | 133,043 | 3.85% | 4.02% | 3 | +4,681 | 1.02% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 299,463 | 86,117 | 6.86% | 6.52% | 4 | +20,200 | 7.23% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Reduced | 231,938 | 66,717 | 0.07% | 0.08% | 5 | -5,509 | -2.32% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 222,633 | 64,023 | 1.45% | 1.48% | 6 | -6,182 | -2.7% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 220,374 | 63,373 | 0.01% | 0.0% | 7 | +138,713 | 169.86% | Q1 2026 | May 15, 2026 |
| Cliffwater LLC | History | No change | 205,503 | 59,097 | 15.66% | 12.96% | 8 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 195,846 | 56,320 | 0.01% | 0.0% | 9 | +149,157 | 319.47% | Q1 2026 | May 05, 2026 |
| John S. & James L. Knight Foundation, Inc. | History | No change | 153,749 | 46,175 | 35.22% | 35.22% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 100,849 | 29,001 | 0.04% | 0.04% | 11 | +7,760 | 8.34% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 90,295 | 25,966 | 0.01% | 0.02% | 12 | -16,294 | -15.29% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 87,111 | 25,050 | 0.77% | 0.86% | 13 | +83 | 0.1% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 84,069 | 24,176 | 0.01% | 0.01% | 14 | -2,601 | -3.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 80,595 | 23,177 | 0.01% | 0.01% | 15 | -2,467 | -2.97% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Added to | 80,229 | 23,072 | 0.43% | 0.44% | 16 | +17 | 0.02% | Q1 2026 | Apr 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 66,252 | 19,052 | 0.27% | 0.33% | 17 | -376 | -0.56% | Q1 2026 | May 11, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 63,762 | 18,336 | 6.28% | 5.52% | 18 | +17,870 | 38.94% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 58,279 | 16,761 | 0.02% | 0.02% | 19 | -7,079 | -10.83% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 57,183 | 16,444 | 1.35% | 1.34% | 20 | +3,650 | 6.82% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 52,916 | 15,217 | 0.05% | 0.05% | 21 | +9,408 | 21.62% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,979 | 14,947 | 0.0% | 0.0% | 22 | -40,741 | -43.94% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 47,798 | 13,745 | 0.33% | 0.25% | 23 | +11,013 | 29.94% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 47,363 | 13,620 | 0.02% | 0.03% | 24 | -26,290 | -35.69% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,050 | 13,242 | 0.0% | 0.0% | 25 | +21,241 | 85.62% | Q1 2026 | May 04, 2026 |
| Evensky & Katz LLC | History | Reduced | 41,052 | 11,806 | 0.67% | 0.7% | 26 | -403 | -0.97% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 38,755 | 11,144 | 0.03% | 0.02% | 27 | +8,576 | 28.42% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,304 | 10,419 | 0.0% | 0.0% | 28 | +4,389 | 13.33% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 35,684 | 10,261 | 0.05% | 0.08% | 29 | -2,858 | -7.42% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 32,632 | 9,383 | 3.15% | 2.87% | 30 | +3,604 | 12.42% | Q1 2026 | Apr 03, 2026 |
| CWM, LLC | History | Reduced | 32,551 | 9,360 | 0.02% | 0.03% | 31 | -3,552 | -9.84% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,807 | 8,859 | 0.04% | 0.04% | 32 | +725 | 2.41% | Q1 2026 | Apr 24, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 29,644 | 8,524 | 0.52% | 0.56% | 33 | -899 | -2.94% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Reduced | 29,215 | 8,401 | 0.04% | 0.05% | 34 | -35 | -0.12% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 26,455 | 7,607 | 0.0% | 0.0% | 35 | -2,837 | -9.69% | Q1 2026 | May 05, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 25,272 | 7,589 | 0.7% | 0.68% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 25,446 | 7,317 | 0.01% | 0.01% | 37 | +1,023 | 4.19% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 25,230 | 7,255 | 0.1% | — | 38 | +25,230 | New | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 24,509 | 7,048 | 0.03% | 0.03% | 39 | +3 | 0.01% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 24,326 | 6,995 | 0.31% | 0.33% | 40 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,129 | 6,711 | 0.01% | 0.01% | 41 | -5,970 | -20.52% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,155 | 6,659 | 0.02% | 0.02% | 42 | +363 | 1.59% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,910 | 6,588 | 0.03% | 0.02% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,189 | 6,381 | 0.01% | 0.01% | 44 | +6,885 | 44.99% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 21,100 | 6,336 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 19,968 | 5,742 | 0.26% | 0.29% | 46 | -3,110 | -13.48% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 19,331 | 5,559 | 0.09% | 0.08% | 47 | +3,524 | 22.29% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 19,182 | 5,516 | 0.0% | 0.0% | 48 | +9,973 | 108.3% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,417 | 5,296 | 0.0% | 0.0% | 49 | -76 | -0.41% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,268 | 4,965 | 0.02% | 0.03% | 50 | -3,453 | -16.66% | Q1 2026 | Apr 30, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 16,221 | 4,871 | 0.7% | 0.7% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,131 | 4,639 | 0.01% | 0.01% | 52 | +561 | 3.6% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 14,748 | 4,241 | 0.0% | 0.0% | 53 | +10,808 | 274.31% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,565 | 4,188 | 0.0% | 0.0% | 54 | +1,326 | 10.02% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,536 | 4,180 | 0.01% | 0.01% | 55 | -753 | -4.93% | Q1 2026 | Apr 27, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 14,494 | 4,168 | 3.57% | 3.72% | 56 | +553 | 3.97% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,276 | 4,105 | 0.43% | 0.47% | 57 | -247 | -1.7% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,913 | 4,001 | 0.04% | 0.05% | 58 | +577 | 4.33% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 13,805 | 3,969 | 0.02% | 0.02% | 59 | -356 | -2.51% | Q1 2026 | May 08, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,778 | 3,674 | 0.49% | 0.5% | 60 | +8 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 12,126 | 3,487 | 0.01% | 0.01% | 61 | +675 | 5.89% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 11,064 | 3,473 | 0.05% | 0.03% | 62 | +6,725 | 154.99% | Q1 2026 | Apr 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 11,300 | 3,249 | 0.01% | 0.01% | 63 | -1,640 | -12.67% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 11,200 | 3,220 | 0.17% | 0.18% | 64 | -49 | -0.44% | Q1 2026 | Apr 15, 2026 |
| Coastline Trust Co | History | No change | 11,192 | 3,218 | 0.32% | 0.32% | 65 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FSA Investment Group, LLC | History | Added to | 10,311 | 2,965 | 1.19% | 1.89% | 66 | +4 | 0.04% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,046 | 2,888 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Embree Financial Group | History | Added to | 9,647 | 2,774 | 0.33% | 0.35% | 68 | +25 | 0.26% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 9,510 | 2,734 | 0.18% | 0.18% | 69 | +99 | 1.05% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 9,435 | 2,713 | 0.2% | 0.21% | 70 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,334 | 2,684 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,925 | 2,566 | 0.02% | 0.02% | 72 | -3 | -0.03% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 7,833 | 2,427 | 0.22% | 0.22% | 73 | -1 | -0.01% | Q1 2026 | Apr 20, 2026 |
| Hardy Reed LLC | History | No change | 6,674 | 1,919 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Silver Coast Investments LLC | History | Added to | 6,511 | 1,872 | 0.6% | 0.62% | 75 | +526 | 8.79% | Q1 2026 | Apr 22, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,483 | 1,864 | 0.47% | 0.48% | 76 | +243 | 3.89% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Added to | 5,848 | 1,747 | 0.06% | 0.06% | 77 | +237 | 4.22% | Q1 2026 | Apr 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,802 | 1,668 | 1.22% | 1.44% | 78 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | No change | 5,660 | 1,650 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,701 | 1,639 | 0.07% | 0.08% | 80 | +70 | 1.24% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,350 | 1,538 | 0.02% | 0.0% | 81 | +4,600 | 613.33% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 5,260 | 1,512 | 0.02% | 0.03% | 82 | -72 | -1.35% | Q1 2026 | Apr 27, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 5,159 | 1,483 | 0.25% | 0.38% | 83 | -2,488 | -32.54% | Q1 2026 | Apr 08, 2026 |
| WESBANCO BANK INC | History | No change | 5,005 | 1,439 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,911 | 1,412 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 4,831 | 1,389 | 0.01% | — | 86 | +4,831 | New | Q1 2026 | Apr 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 4,802 | 1,380 | 0.01% | 0.02% | 87 | -3,309 | -40.8% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Reduced | 4,749 | 1,365 | 0.32% | 0.34% | 88 | -131 | -2.68% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 4,673 | 1,343 | 0.0% | 0.0% | 89 | +331 | 7.62% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,665 | 1,341 | 0.19% | 0.2% | 90 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centennial Bank/AR/ | History | No change | 4,661 | 1,340 | 0.48% | 0.56% | 91 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,400 | 1,265 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,164 | 1,197 | 0.01% | 0.01% | 93 | +136 | 3.38% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 4,071 | 1,170 | 0.03% | 0.02% | 94 | +178 | 4.57% | Q1 2026 | May 07, 2026 |
| McCartney Wealth Management LLC | History | No change | 4,033 | 1,159 | 0.98% | 1.04% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 3,743 | 1,076 | 0.09% | 0.09% | 96 | -45 | -1.19% | Q1 2026 | Apr 01, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 3,708 | 1,066 | 0.02% | — | 97 | +3,708 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,417 | 982 | 0.01% | 0.01% | 98 | -23 | -0.67% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 3,322 | 955 | 0.01% | 0.01% | 99 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,316 | 953 | 0.01% | 0.01% | 100 | +2 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | New | 3,300 | 948 | 0.08% | — | 101 | +3,300 | New | Q1 2026 | May 05, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 3,246 | 933 | 0.04% | 0.07% | 102 | -2,037 | -38.56% | Q1 2026 | May 08, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 3,149 | 905 | 0.08% | 0.09% | 103 | -1 | -0.03% | Q1 2026 | Apr 09, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 3,130 | 900 | 0.48% | 0.46% | 104 | +282 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 2,994 | 861 | 0.03% | — | 105 | +2,994 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,937 | 851 | 0.01% | 0.01% | 106 | +198 | 7.23% | Q1 2026 | Apr 07, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 2,936 | 844 | 0.57% | 0.64% | 107 | -56 | -1.87% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | No change | 2,681 | 770 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fairscale Capital, LLC | History | No change | 2,676 | 769 | 0.53% | 0.53% | 109 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CNB Bank | History | No change | 2,642 | 759 | 0.32% | 0.32% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Calydon Capital | History | No change | 2,624 | 754 | 0.12% | 0.13% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | No change | 2,615 | 752 | 0.05% | 0.06% | 112 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 2,521 | 724 | 0.02% | 0.02% | 113 | +6 | 0.24% | Q1 2026 | Apr 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 2,505 | 720 | 0.47% | 0.49% | 114 | +42 | 1.71% | Q1 2026 | Apr 09, 2026 |
| Forum Financial Management, LP | History | Added to | 2,470 | 710 | 0.01% | 0.01% | 115 | +8 | 0.32% | Q1 2026 | Apr 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,356 | 707 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | New | 2,458 | 706 | 0.02% | — | 117 | +2,458 | New | Q1 2026 | Apr 24, 2026 |
| Nilsine Partners, LLC | History | Added to | 2,142 | 676 | 0.05% | 0.05% | 118 | +258 | 13.69% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,311 | 664 | 0.0% | 0.0% | 119 | +674 | 41.17% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,289 | 658 | 0.0% | 0.0% | 120 | +2,192 | 2259.79% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,256 | 648 | 0.01% | 0.01% | 121 | -67 | -2.88% | Q1 2026 | May 08, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 2,228 | 640 | 0.14% | 0.16% | 122 | +76 | 3.53% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,110 | 606 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 2,064 | 593 | 0.12% | 0.02% | 124 | +1,748 | 553.16% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,004 | 576 | 0.0% | 0.0% | 125 | -2,772 | -58.04% | Q1 2026 | May 15, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,992 | 572 | 0.25% | 0.25% | 126 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gross & Hartman Investments LLC | History | No change | 1,984 | 570 | 0.3% | 0.34% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 1,984 | 570 | 0.45% | 0.52% | 128 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 1,937 | 557 | 0.0% | — | 129 | +1,937 | New | Q1 2026 | Apr 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,899 | 546 | 0.02% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Paulson Wealth Management Inc. | History | No change | 1,900 | 546 | 0.13% | 0.13% | 131 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Corundum Trust Company, INC | History | No change | 1,892 | 544 | 1.24% | 1.29% | 132 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Planning Advisors, LLC | History | No change | 1,891 | 543 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | New | 1,834 | 527 | 0.03% | — | 134 | +1,834 | New | Q1 2026 | May 13, 2026 |
| Wealth Care LLC | History | New | 1,815 | 521 | 0.46% | — | 135 | +1,815 | New | Q1 2026 | Apr 24, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,794 | 516 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,763 | 507 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 1,734 | 498 | 0.04% | 0.05% | 138 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,723 | 495 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 1,708 | 491 | 0.15% | — | 140 | +1,708 | New | Q1 2026 | Apr 17, 2026 |
| MARSHALL WACE, LLP | History | New | 1,680 | 483 | 0.0% | — | 141 | +1,680 | New | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 1,639 | 471 | 0.09% | 0.11% | 142 | -181 | -9.95% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,628 | 468 | 0.0% | 0.0% | 143 | +114 | 7.53% | Q1 2026 | May 07, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,619 | 465 | 0.06% | 0.07% | 144 | -34 | -2.06% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,616 | 464 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,600 | 460 | 0.0% | 0.0% | 146 | +275 | 20.75% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 1,591 | 457 | 0.01% | 0.01% | 147 | -27 | -1.67% | Q1 2026 | May 12, 2026 |
| Sunpointe, LLC | History | Reduced | 1,546 | 444 | 0.15% | 0.17% | 148 | -118 | -7.09% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | No change | 1,500 | 431 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 1,420 | 408 | 0.01% | 0.01% | 150 | +146 | 11.46% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 1,417 | 407 | 0.0% | 0.0% | 151 | +12 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,409 | 405 | 0.07% | 0.06% | 152 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| Bowman & Co S.C. | History | No change | 1,340 | 402 | 0.17% | 0.17% | 153 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 1,240 | 402 | 0.32% | 0.31% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,325 | 381 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 1,229 | 369 | 0.78% | 0.78% | 156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,280 | 368 | 0.02% | 0.03% | 157 | -358 | -21.86% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,278 | 367 | 0.0% | 0.0% | 158 | +10 | 0.79% | Q1 2026 | May 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 1,258 | 361 | 0.04% | 0.04% | 159 | -1 | -0.08% | Q1 2026 | Apr 16, 2026 |
| New Republic Capital, LLC | History | Added to | 1,241 | 356 | 0.12% | 0.1% | 160 | +4 | 0.32% | Q1 2026 | May 01, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 1,191 | 342 | 0.11% | 0.12% | 161 | -40 | -3.25% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 1,168 | 335 | 0.02% | 0.02% | 162 | +868 | 289.33% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,132 | 325 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,100 | 316 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | No change | 1,066 | 306 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,000 | 289 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 1,000 | 287 | 0.23% | — | 168 | +1,000 | New | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | No change | 1,000 | 287 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 957 | 275 | 0.0% | 0.0% | 169 | +204 | 27.09% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | No change | 930 | 267 | 0.01% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 910 | 261 | 0.1% | 0.1% | 171 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 903 | 260 | 0.0% | 0.0% | 172 | +2 | 0.22% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 904 | 259 | 0.04% | 0.06% | 173 | -103 | -10.23% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 833 | 239 | 0.0% | 0.0% | 174 | -34 | -3.92% | Q1 2026 | Apr 20, 2026 |
| Gutierrez Wealth Advisory, LLC | History | New | 789 | 226 | 0.14% | — | 175 | +789 | New | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 776 | 223 | 0.0% | 0.0% | 176 | +2 | 0.26% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | No change | 771 | 221 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | No change | 755 | 218 | 0.04% | 0.07% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | New | 712 | 205 | 0.0% | — | 179 | +712 | New | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 711 | 204 | 0.0% | 0.0% | 180 | -65 | -8.38% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 700 | 201 | 0.0% | 0.0% | 181 | -22,813 | -97.02% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 700 | 201 | 0.02% | — | 183 | +700 | New | Q1 2026 | May 12, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 700 | 201 | 0.16% | 0.22% | 182 | -146 | -17.26% | Q1 2026 | Apr 28, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 696 | 200 | 0.09% | 0.09% | 184 | +2 | 0.29% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 630 | 181 | 0.0% | — | 185 | +630 | New | Q1 2026 | May 08, 2026 |
| Tacita Capital Inc | History | No change | 625 | 179 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 618 | 177 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 586 | 168 | 0.01% | 0.01% | 188 | +2 | 0.34% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 500 | 144 | 0.01% | 0.01% | 190 | -100 | -16.67% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 516 | 144 | 0.0% | 0.0% | 189 | +1 | 0.19% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 420 | 120 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Added to | 341 | 97 | 0.0% | 0.0% | 192 | +1 | 0.29% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | Reduced | 334 | 96 | 0.01% | 0.01% | 193 | -21 | -5.92% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 325 | 93 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 290 | 87 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 274 | 78 | 0.03% | — | 196 | +274 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 262 | 75 | 0.0% | — | 197 | +262 | New | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 253 | 72 | 0.0% | 0.0% | 198 | -8 | -3.07% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 227 | 65 | 0.0% | 0.0% | 199 | +187 | 467.5% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 208 | 62 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 203 | 58 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GoalVest Advisory LLC | History | Reduced | 197 | 56 | 0.01% | 0.01% | 202 | -43 | -17.92% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 182 | 52 | 0.0% | 0.0% | 203 | -63 | -25.71% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 154 | 44 | 0.0% | 0.0% | 204 | -3 | -1.91% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | No change | 155 | 44 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Main Street Group, LTD | History | New | 150 | 43 | 0.01% | — | 206 | +150 | New | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 148 | 42 | 0.0% | 0.0% | 207 | +12 | 8.82% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 142 | 40 | 0.0% | — | 208 | +142 | New | Q1 2026 | Apr 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 133 | 38 | 0.0% | 0.0% | 209 | +2 | 1.53% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 135 | 38 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 128 | 38 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 123 | 35 | 0.0% | 0.0% | 212 | +1 | 0.82% | Q1 2026 | Apr 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 101 | 29 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 80 | 23 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 75 | 21 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 73 | 20 | 0.0% | 0.0% | 216 | +9 | 14.06% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 69 | 19 | 0.0% | — | 217 | +69 | New | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | No change | 63 | 18 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JDM Financial Group LLC | History | No change | 59 | 16 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| City State Bank | History | No change | 50 | 14 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | No change | 43 | 12 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 40 | 11 | 0.0% | — | 224 | +40 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 40 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 41 | 11 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 37 | 10 | 0.0% | 0.0% | 225 | +7 | 23.33% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 32 | 9 | 0.0% | 0.0% | 227 | -10 | -23.81% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | No change | 32 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PITTENGER & ANDERSON INC | History | New | 31 | 8 | 0.0% | — | 228 | +31 | New | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 21 | 6 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 24 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 20 | 5 | 0.0% | 0.01% | 231 | -40 | -66.67% | Q1 2026 | Apr 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 13 | 3 | 0.0% | 0.04% | 233 | -4,987 | -99.74% | Q1 2026 | May 15, 2026 |
| Gould Capital, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 5 | 1 | 0.0% | — | 238 | +5 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Olistico Wealth, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -52,604 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -19,089 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -19,041 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,055 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,311 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,614 | -100.0% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,348 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,120 | -100.0% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,057 | -100.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,033 | -100.0% | Q1 2026 | May 18, 2026 |
| Fiduciary Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,488 | -100.0% | Q1 2026 | May 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -694 | -100.0% | Q1 2026 | May 04, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -669 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q1 2026 | May 13, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -67 | -100.0% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |