VANGUARD INDEX FUNDS - VTI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | Added to | 94,959,476 | 31,061,244 | 63.14% | 52.31% | 1 | +47,479,738 | 100.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 62,622,049 | 20,995,293 | 0.3% | 0.3% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 36,915,651 | 11,842,909 | 6.4% | — | 3 | +36,915,651 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 28,490,615 | 9,140,072 | 35.83% | — | 4 | +28,490,615 | New | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 24,526,707 | 7,868,413 | 14.9% | 16.08% | 5 | -644,868 | -2.56% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,969,445 | 5,764,777 | 12.65% | 13.51% | 6 | -55,838 | -0.31% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 14,341,153 | 4,600,786 | 0.28% | 0.28% | 7 | +548,759 | 3.98% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,287,409 | 4,583,543 | 0.34% | 0.35% | 8 | +102,161 | 0.72% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,325,305 | 3,312,460 | 0.88% | 1.29% | 9 | -3,754,475 | -26.67% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,715,051 | 3,116,685 | 0.41% | 0.42% | 10 | +2,129 | 0.02% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 8,504,378 | 2,728,289 | 11.06% | 11.67% | 11 | +8,391 | 0.1% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,726,405 | 2,662,748 | 17.23% | 17.85% | 12 | +78,244 | 0.9% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 6,120,710 | 1,963,584 | 1.33% | 1.46% | 13 | +53,700 | 0.89% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,031,021 | 1,934,811 | 0.52% | 0.57% | 14 | +281,923 | 4.9% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,733,299 | 1,839,299 | 0.35% | 0.34% | 15 | +88,508 | 1.57% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 5,541,921 | 1,777,903 | 24.75% | 26.65% | 16 | -116,935 | -2.07% | Q1 2026 | May 14, 2026 |
| Narodna banka Slovenska | History | New | 5,654,304 | 1,762,446 | 58.71% | — | 17 | +5,654,304 | New | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 4,998,917 | 1,603,702 | 30.44% | 30.72% | 18 | +146,480 | 3.02% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,704,927 | 1,466,432 | 0.09% | 0.1% | 19 | -158,727 | -3.26% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,429,630 | 1,421,069 | 0.21% | 0.22% | 20 | +363,882 | 8.95% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,787,743 | 1,215,145 | 6.8% | 6.95% | 21 | +72,261 | 1.94% | Q1 2026 | Apr 30, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 3,663,005 | 1,175,128 | 6.23% | 6.39% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 3,364,602 | 1,079,397 | 1.15% | 1.19% | 23 | +112,352 | 3.45% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,952,890 | 947,316 | 0.29% | 0.31% | 24 | -60,202 | -2.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,922,098 | 937,439 | 0.16% | 0.17% | 25 | -133,045 | -4.35% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,904,307 | 931,730 | 0.11% | 0.1% | 26 | +525,628 | 22.1% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,745,961 | 881,442 | 0.98% | 0.97% | 27 | +196,376 | 7.7% | Q1 2026 | May 14, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,686,800 | 861,952 | 6.64% | 6.61% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,623,638 | 841,914 | 1.23% | 1.29% | 29 | -9,805 | -0.37% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 2,603,399 | 835,197 | 8.85% | 9.02% | 30 | +63,867 | 2.51% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 2,597,185 | 833,202 | 4.03% | 4.62% | 31 | +175,403 | 7.24% | Q1 2026 | May 04, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 2,661,390 | 829,502 | 33.99% | 39.4% | 32 | +547,750 | 25.92% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,337,078 | 749,758 | 0.43% | 0.43% | 33 | -19,108 | -0.81% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,237,801 | 717,916 | 0.76% | 0.8% | 34 | +53,410 | 2.45% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,231,332 | 715,833 | 12.4% | 13.14% | 35 | +66,881 | 3.09% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,209,084 | 708,696 | 1.16% | 1.02% | 36 | +37,730 | 1.74% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,131,861 | 683,922 | 1.76% | 1.84% | 37 | +52,012 | 2.5% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,070,334 | 663,994 | 0.98% | 1.05% | 38 | +17,819 | 0.87% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,115,013 | 655,721 | 0.8% | 0.82% | 39 | +35,439 | 1.7% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 1,984,206 | 636,983 | 0.9% | 0.92% | 40 | +108,198 | 5.77% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,969,033 | 631,685 | 0.88% | 1.04% | 41 | -351,271 | -15.14% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,917,767 | 615,337 | 0.14% | 0.17% | 42 | -267,111 | -12.23% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,944,482 | 605,288 | 0.87% | 0.85% | 43 | -17,393 | -0.89% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,854,681 | 594,532 | 0.69% | 0.71% | 44 | +66,626 | 3.73% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 1,735,336 | 556,713 | 8.83% | 9.51% | 45 | -10,555 | -0.6% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,735,083 | 556,632 | 0.1% | 0.12% | 46 | -332,837 | -16.1% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 1,731,717 | 555,552 | 7.08% | 8.18% | 47 | +70,480 | 4.24% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 1,639,763 | 526,052 | 1.77% | 1.72% | 48 | +57,242 | 3.62% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,574,393 | 505,081 | 8.76% | 8.77% | 49 | +140,683 | 9.81% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 1,486,043 | 476,737 | 0.03% | 0.02% | 50 | +123,726 | 9.08% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,466,525 | 470,475 | 30.05% | 31.23% | 51 | -2,577 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 1,396,012 | 447,854 | 13.33% | 13.62% | 52 | +52,716 | 3.92% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,391,096 | 446,277 | 0.2% | 0.22% | 53 | +164,693 | 13.43% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 1,313,941 | 421,525 | 26.56% | — | 54 | +1,313,941 | New | Q1 2026 | May 08, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,301,303 | 417,470 | 1.08% | 1.5% | 55 | -355,271 | -21.45% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,259,916 | 404,193 | 29.56% | 29.69% | 56 | +38,437 | 3.15% | Q1 2026 | Apr 23, 2026 |
| Symetra Investment Management Co | History | Added to | 1,233,045 | 395,573 | 34.27% | 67.15% | 57 | +94,995 | 8.35% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,218,091 | 390,775 | 1.81% | 1.2% | 58 | +20,427 | 1.71% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 1,178,270 | 378,000 | 8.43% | 8.99% | 59 | -13,808 | -1.16% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,175,472 | 377,103 | 1.77% | 1.8% | 60 | +35,676 | 3.13% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 1,119,760 | 375,175 | 10.67% | 10.43% | 61 | +90,280 | 8.77% | Q1 2026 | Apr 14, 2026 |
| Sageworth Trust Co | History | Reduced | 1,124,957 | 360,897 | 15.51% | 16.53% | 62 | -26,073 | -2.27% | Q1 2026 | Apr 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,117,965 | 358,654 | 36.08% | 36.69% | 63 | +9,228 | 0.83% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,109,482 | 355,932 | 0.04% | 0.05% | 64 | -59,889 | -5.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,103,126 | 353,894 | 0.63% | 0.64% | 65 | +34,815 | 3.26% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,085,614 | 348,275 | 34.83% | 36.44% | 66 | -9,154 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,083,783 | 347,688 | 4.02% | 4.55% | 67 | -30,013 | -2.69% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 1,083,012 | 347,441 | 0.01% | 0.01% | 68 | +106,006 | 10.85% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,034,035 | 331,728 | 0.68% | 0.7% | 69 | +13,719 | 1.34% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,026,467 | 329,300 | 1.74% | 1.75% | 70 | +283,476 | 38.15% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 969,473 | 311,017 | 0.12% | 0.11% | 71 | +25,618 | 2.71% | Q1 2026 | May 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 969,374 | 310,984 | 16.74% | 17.1% | 72 | +11,536 | 1.2% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 963,010 | 308,943 | 2.43% | 2.64% | 73 | -24,611 | -2.49% | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Reduced | 960,162 | 299,263 | 12.97% | 15.15% | 74 | -35,856 | -3.6% | Q1 2026 | May 13, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 914,884 | 293,503 | 47.08% | 46.29% | 75 | +185,960 | 25.51% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 903,864 | 289,968 | 0.45% | 0.46% | 76 | +27,606 | 3.15% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 900,091 | 288,758 | 0.48% | 0.52% | 77 | +122,263 | 15.72% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 891,081 | 285,867 | 6.94% | 6.33% | 78 | -3,426 | -0.38% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 861,804 | 276,158 | 1.19% | 1.16% | 79 | +42,087 | 5.13% | Q1 2026 | May 15, 2026 |
| Gibson Capital, LLC | History | Reduced | 851,601 | 273,202 | 50.85% | 52.94% | 80 | -9,283 | -1.08% | Q1 2026 | Apr 17, 2026 |
| Norinchukin Bank, The | History | Added to | 850,500 | 272,848 | 3.18% | 3.09% | 81 | +60,000 | 7.59% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 773,864 | 267,780 | 24.02% | 24.04% | 82 | +10,035 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 833,032 | 267,243 | 1.06% | 1.04% | 83 | +25,723 | 3.19% | Q1 2026 | May 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 826,600 | 265,181 | 7.68% | 8.04% | 84 | +6,033 | 0.74% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 817,443 | 262,243 | 0.16% | 0.16% | 85 | +55,955 | 7.35% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 810,869 | 260,134 | 0.35% | 0.32% | 86 | +85,350 | 11.76% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 806,789 | 258,826 | 2.87% | 3.24% | 87 | +91,656 | 12.82% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 799,543 | 256,492 | 0.45% | 0.5% | 88 | +10,532 | 1.33% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 730,033 | 255,898 | 3.8% | 4.56% | 89 | +41,202 | 5.98% | Q1 2026 | Apr 20, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 797,187 | 255,745 | 22.74% | 24.29% | 90 | +8,285 | 1.05% | Q1 2026 | May 01, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 789,042 | 253,133 | 5.52% | 5.02% | 91 | +68,836 | 9.56% | Q1 2026 | May 15, 2026 |
| Cabot-Wellington, LLC | History | Added to | 779,153 | 249,960 | 73.94% | 71.74% | 92 | +111,899 | 16.77% | Q1 2026 | May 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 774,422 | 248,442 | 13.38% | 14.67% | 93 | -21,471 | -2.7% | Q1 2026 | May 06, 2026 |
| Hardy Reed LLC | History | Added to | 770,559 | 247,203 | 18.03% | 18.25% | 94 | +7,166 | 0.94% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 675,470 | 245,053 | 6.52% | 1.19% | 95 | +591,790 | 707.21% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 759,045 | 243,509 | 18.21% | 17.87% | 96 | +38,408 | 5.33% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 773,538 | 242,555 | 0.12% | 0.13% | 97 | +130,347 | 20.27% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Reduced | 740,556 | 237,577 | 13.79% | 14.63% | 98 | -5,795 | -0.78% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 740,108 | 237,433 | 0.9% | 0.79% | 99 | +167,695 | 29.3% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 738,795 | 237,017 | 0.22% | 0.22% | 100 | +4,236 | 0.58% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 695,186 | 223,022 | 0.86% | — | 101 | +695,186 | New | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 682,240 | 218,869 | 9.64% | 10.04% | 102 | +11,966 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 668,053 | 215,994 | 35.36% | 37.06% | 103 | -1,665 | -0.25% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 661,433 | 212,194 | 0.2% | 0.19% | 104 | +76,058 | 12.99% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 699,791 | 211,730 | 0.43% | 0.5% | 105 | -382,713 | -35.35% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 657,184 | 210,831 | 2.64% | 2.81% | 106 | -16,434 | -2.44% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 648,887 | 208,169 | 3.74% | 3.96% | 107 | +16,419 | 2.6% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 645,651 | 207,131 | 10.16% | 11.75% | 108 | +19,043 | 3.04% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 629,686 | 202,009 | 1.72% | 1.7% | 109 | -61,945 | -8.96% | Q1 2026 | May 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 611,956 | 196,321 | 12.04% | 12.75% | 110 | +30,152 | 5.18% | Q1 2026 | Apr 20, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 607,324 | 194,914 | 0.87% | 0.91% | 111 | -16,119 | -2.59% | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | Added to | 601,790 | 193,060 | 8.89% | 2.95% | 112 | +409,387 | 212.78% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 596,293 | 191,256 | 1.93% | 2.06% | 113 | +94,714 | 18.88% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 594,697 | 190,784 | 2.36% | 2.22% | 114 | -3,466 | -0.58% | Q1 2026 | May 07, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 594,030 | 190,570 | 15.78% | 17.33% | 115 | +30,208 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Constellation Investments, Inc. | History | No change | 587,923 | 188,611 | 6.26% | 6.08% | 116 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 583,858 | 187,307 | 33.44% | 33.84% | 117 | +43,196 | 7.99% | Q1 2026 | May 01, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 582,137 | 186,755 | 20.66% | 21.53% | 118 | +2,779 | 0.48% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 581,046 | 186,405 | 5.11% | 5.12% | 119 | -12,502 | -2.11% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 577,193 | 185,169 | 0.34% | 0.31% | 120 | +289,689 | 100.76% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 563,420 | 180,750 | 6.25% | 6.85% | 121 | +15,532 | 2.83% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 552,439 | 177,227 | 0.14% | 0.14% | 122 | +248,760 | 81.92% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 542,873 | 174,159 | 1.59% | 0.6% | 123 | +401,058 | 282.8% | Q1 2026 | May 06, 2026 |
| CHAI TRUST CO LLC | History | Added to | 541,481 | 173,712 | 14.7% | 15.61% | 124 | +1,321 | 0.24% | Q1 2026 | May 15, 2026 |
| Briaud Financial Planning Inc | History | Reduced | 539,110 | 172,925 | 45.34% | 45.45% | 125 | -11,163 | -2.03% | Q1 2026 | Apr 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 536,189 | 172,014 | 7.06% | 7.25% | 126 | +6,439 | 1.22% | Q1 2026 | Apr 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 509,439 | 170,799 | 0.81% | 0.81% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 529,490 | 169,865 | 1.28% | 1.34% | 128 | +2,200 | 0.42% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 524,833 | 168,371 | 5.58% | 5.63% | 129 | +16,562 | 3.26% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 515,234 | 165,292 | 0.93% | 0.78% | 130 | +111,692 | 27.68% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 514,573 | 165,080 | 15.73% | 16.63% | 131 | -6,346 | -1.22% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 507,231 | 162,724 | 24.0% | 24.95% | 132 | -830 | -0.16% | Q1 2026 | Apr 21, 2026 |
| AlTi Global, Inc. | History | Added to | 500,692 | 160,766 | 3.5% | 3.54% | 133 | +8,132 | 1.65% | Q1 2026 | May 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 496,922 | 159,417 | 0.75% | 0.95% | 134 | +10,735 | 2.21% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 496,591 | 159,311 | 0.88% | 0.68% | 135 | -81,631 | -14.12% | Q1 2026 | Apr 29, 2026 |
| Wedmont Private Capital | History | Added to | 475,275 | 158,599 | 5.11% | 5.03% | 136 | +49,390 | 11.6% | Q1 2026 | Apr 09, 2026 |
| Legacy Private Trust Co. | History | Reduced | 487,405 | 156,364 | 9.62% | 9.74% | 137 | -7,489 | -1.51% | Q1 2026 | Apr 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 478,643 | 153,553 | 12.28% | 12.79% | 138 | +14,155 | 3.05% | Q1 2026 | May 15, 2026 |
| RW Investment Management LLC | History | New | 466,024 | 149,505 | 14.47% | — | 139 | +466,024 | New | Q1 2026 | Apr 28, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 463,348 | 148,646 | 31.11% | 32.37% | 140 | +5,426 | 1.18% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 462,359 | 148,329 | 5.05% | 5.2% | 141 | +18,082 | 4.07% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 458,400 | 147,059 | 0.02% | 0.03% | 142 | -105,284 | -18.68% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 457,854 | 146,884 | 12.07% | 12.8% | 143 | -624 | -0.14% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 455,873 | 146,248 | 0.41% | 0.39% | 144 | -23,947 | -4.99% | Q1 2026 | May 04, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 451,671 | 144,900 | 51.1% | 53.58% | 145 | -13,693 | -2.94% | Q1 2026 | Apr 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 451,161 | 144,737 | 0.44% | 0.45% | 146 | -752 | -0.17% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 431,499 | 138,429 | 17.6% | 18.31% | 147 | +14,843 | 3.56% | Q1 2026 | Apr 16, 2026 |
| Gleason Group, Inc. | History | Added to | 430,220 | 138,018 | 13.67% | 13.82% | 148 | +9,917 | 2.36% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 426,267 | 136,750 | 0.02% | 0.03% | 149 | -82,478 | -16.21% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 404,365 | 135,571 | 0.23% | 0.23% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 418,114 | 134,135 | 9.39% | 7.42% | 151 | +1,047 | 0.25% | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 414,124 | 132,855 | 17.21% | 17.49% | 152 | +5,963 | 1.46% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 411,337 | 131,961 | 2.57% | 2.34% | 153 | +55,773 | 15.69% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 393,420 | 131,854 | 0.85% | 0.9% | 154 | -287 | -0.07% | Q1 2026 | May 15, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 202,435 | 131,651 | 33.03% | 34.47% | 155 | +71,509 | 54.62% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 407,604 | 130,763 | 0.79% | 0.85% | 156 | -8,498 | -2.04% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 400,852 | 128,591 | 0.17% | — | 157 | +400,852 | New | Q1 2026 | May 12, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 397,278 | 127,450 | 26.3% | 25.65% | 158 | -17,146 | -4.14% | Q1 2026 | Apr 20, 2026 |
| Rainwater Charitable Foundation | History | Added to | 394,751 | 126,640 | 65.39% | 60.55% | 159 | +88,690 | 28.98% | Q1 2026 | Apr 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 390,811 | 125,376 | 31.83% | 32.52% | 160 | +5,466 | 1.42% | Q1 2026 | Apr 17, 2026 |
| Avalon Advisory Group | History | Added to | 388,171 | 124,529 | 50.24% | 50.75% | 161 | +17,192 | 4.63% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 373,793 | 119,916 | 0.05% | 0.06% | 162 | -26,735 | -6.67% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 372,371 | 119,460 | 0.34% | 0.3% | 163 | +34,241 | 10.13% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 368,526 | 118,226 | 1.52% | 1.53% | 164 | +13,666 | 3.85% | Q1 2026 | Apr 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 349,294 | 117,107 | 0.04% | 0.04% | 165 | +3,118 | 0.9% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 364,503 | 116,936 | 10.14% | 10.43% | 166 | +11,693 | 3.31% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 360,452 | 115,636 | 0.23% | 0.24% | 167 | -22,141 | -5.79% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 360,285 | 115,583 | 2.76% | 2.77% | 168 | +41,444 | 13.0% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 358,501 | 115,010 | 0.07% | 0.06% | 169 | +27,019 | 8.15% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 355,863 | 114,164 | 14.83% | 15.23% | 170 | -30,467 | -7.89% | Q1 2026 | Apr 10, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 355,403 | 114,016 | 32.07% | 33.32% | 171 | +7,059 | 2.03% | Q1 2026 | May 01, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 350,301 | 112,380 | 8.34% | 8.95% | 172 | -7,833 | -2.19% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 347,721 | 111,548 | 24.06% | 26.51% | 173 | -83,626 | -19.39% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 346,672 | 111,215 | 0.28% | 0.34% | 174 | +22,456 | 6.93% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 344,929 | 110,656 | 4.26% | 4.34% | 175 | +14,304 | 4.33% | Q1 2026 | Apr 28, 2026 |
| Bell Bank | History | Added to | 341,452 | 109,541 | 4.64% | 4.79% | 176 | +7,482 | 2.24% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 339,600 | 108,947 | 0.02% | 0.0% | 177 | +304,800 | 875.86% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 338,497 | 108,593 | 2.23% | 2.19% | 178 | +10,365 | 3.16% | Q1 2026 | May 15, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 337,854 | 108,386 | 47.35% | — | 179 | +337,854 | New | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 337,380 | 108,235 | 3.9% | 4.23% | 180 | -5,273 | -1.54% | Q1 2026 | May 13, 2026 |
| LHM, INC. | History | Reduced | 336,896 | 108,079 | 42.55% | 42.14% | 181 | -930 | -0.28% | Q1 2026 | May 14, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 335,642 | 107,677 | 23.62% | 25.18% | 182 | -5,676 | -1.66% | Q1 2026 | Apr 30, 2026 |
| Busey Bank | History | Added to | 335,088 | 107,499 | 2.92% | 2.8% | 183 | +17,968 | 5.67% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 334,843 | 107,420 | 0.8% | 0.86% | 184 | +19,215 | 6.09% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Added to | 334,452 | 107,296 | 11.97% | 11.79% | 185 | +52,849 | 18.77% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 334,403 | 107,279 | 4.36% | 4.07% | 186 | -9,668 | -2.81% | Q1 2026 | Apr 27, 2026 |
| Efficient Advisors, LLC | History | Reduced | 332,381 | 106,631 | 7.57% | 7.35% | 187 | -43,252 | -11.51% | Q1 2026 | Apr 29, 2026 |
| Kinsale Capital Group, Inc. | History | No change | 326,312 | 104,684 | 16.78% | 18.16% | 188 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 323,530 | 103,791 | 32.7% | 32.34% | 189 | -3,109 | -0.95% | Q1 2026 | May 07, 2026 |
| Cliffwater LLC | History | Reduced | 321,612 | 103,176 | 27.34% | 24.21% | 190 | -22,406 | -6.51% | Q1 2026 | May 13, 2026 |
| Stash Investments, LLC | History | Added to | 321,432 | 103,118 | 39.99% | 40.21% | 191 | +22,255 | 7.44% | Q1 2026 | Apr 02, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 320,890 | 102,944 | 0.67% | 0.71% | 192 | -9,651 | -2.92% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 320,507 | 102,821 | 6.03% | 6.27% | 193 | -2,063 | -0.64% | Q1 2026 | Apr 20, 2026 |
| BANK OF HAWAII | History | Reduced | 317,672 | 101,912 | 5.34% | 5.44% | 194 | -10,556 | -3.22% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 313,698 | 100,637 | 6.49% | 4.96% | 195 | -6,448 | -2.01% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 313,139 | 100,458 | 1.98% | 2.13% | 196 | -10,707 | -3.31% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 312,670 | 100,307 | 1.0% | 1.09% | 197 | -3,155 | -1.0% | Q1 2026 | Apr 13, 2026 |
| Yarbrough Capital, LLC | History | No change | 310,912 | 99,743 | 3.5% | 3.25% | 198 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAM Advisors, LLC | History | Added to | 309,975 | 99,443 | 31.17% | 32.44% | 199 | +4,195 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 305,028 | 97,856 | 1.34% | 1.43% | 200 | +7,753 | 2.61% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 297,760 | 96,248 | 1.65% | 1.87% | 201 | -7,398 | -2.42% | Q1 2026 | May 14, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 296,314 | 95,060 | 2.92% | 0.06% | 202 | +291,307 | 5817.99% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 283,195 | 94,946 | 0.38% | 0.38% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 287,394 | 94,714 | 24.76% | 26.1% | 204 | +6,754 | 2.41% | Q1 2026 | May 01, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 291,438 | 93,496 | 50.8% | 50.79% | 205 | +8,420 | 2.98% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 290,715 | 93,265 | 0.15% | 0.15% | 206 | -7,363 | -2.47% | Q1 2026 | May 06, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 290,697 | 93,258 | 3.93% | 3.65% | 207 | -4,691 | -1.59% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 290,404 | 93,164 | 2.02% | 2.18% | 208 | +14,389 | 5.21% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 284,975 | 91,422 | 0.44% | 0.41% | 209 | +61,233 | 27.37% | Q1 2026 | May 11, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 269,236 | 90,266 | 21.41% | 21.41% | 210 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 280,751 | 90,077 | 0.69% | 0.72% | 211 | -4,972 | -1.74% | Q1 2026 | May 14, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 280,031 | 89,836 | 70.29% | 67.38% | 212 | -4,337 | -1.53% | Q1 2026 | Apr 21, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 279,602 | 89,699 | 27.71% | 27.69% | 213 | +7,472 | 2.75% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 284,832 | 88,906 | 2.74% | 2.79% | 214 | +5,563 | 1.99% | Q1 2026 | May 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 276,653 | 88,753 | 8.87% | 8.8% | 215 | +21,029 | 8.23% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 275,951 | 88,527 | 0.66% | 0.82% | 216 | -29,065 | -9.53% | Q1 2026 | Apr 15, 2026 |
| GP Brinson Investments LLC | History | No change | 275,843 | 88,493 | 40.16% | 39.84% | 217 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 274,980 | 88,216 | 2.59% | 2.59% | 218 | +5,142 | 1.91% | Q1 2026 | May 11, 2026 |
| GSG Advisors LLC | History | Added to | 273,203 | 87,646 | 22.77% | 23.07% | 219 | +6,658 | 2.5% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 239,288 | 87,270 | 5.19% | 4.94% | 220 | +14,436 | 6.42% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 266,959 | 85,639 | 4.11% | 5.44% | 221 | -64,675 | -19.5% | Q1 2026 | Apr 09, 2026 |
| Sunesis Advisors, LLC | History | Added to | 266,662 | 85,547 | 38.66% | 40.33% | 222 | +1,019 | 0.38% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 265,766 | 85,260 | 0.42% | 0.45% | 223 | +7,194 | 2.78% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 249,749 | 83,733 | 6.12% | 6.12% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 259,920 | 83,384 | 1.88% | 1.91% | 225 | +12,567 | 5.08% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | Added to | 259,122 | 83,128 | 1.18% | 1.33% | 226 | +643 | 0.25% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 258,527 | 83,035 | 0.41% | 0.43% | 227 | +14,839 | 6.09% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Added to | 258,323 | 82,872 | 4.96% | 5.08% | 228 | +2,446 | 0.96% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Added to | 257,701 | 82,673 | 7.44% | 7.66% | 229 | +186 | 0.07% | Q1 2026 | May 11, 2026 |
| Shade Tree Advisors LLC | History | Added to | 254,654 | 81,695 | 58.52% | 61.53% | 230 | +13,123 | 5.43% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 252,254 | 80,925 | 11.4% | 13.48% | 231 | +2,597 | 1.04% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Added to | 246,443 | 79,060 | 18.33% | 18.42% | 232 | +10,606 | 4.5% | Q1 2026 | May 12, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 244,405 | 78,407 | 15.99% | 16.9% | 233 | -11,222 | -4.39% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Added to | 243,111 | 77,992 | 0.71% | 0.72% | 234 | +1,558 | 0.64% | Q1 2026 | May 11, 2026 |
| Prospera Capital Management, LLC | History | Added to | 242,408 | 77,761 | 39.02% | 40.3% | 235 | +4,177 | 1.75% | Q1 2026 | Apr 08, 2026 |
| St. Louis Trust Co | History | Added to | 241,786 | 77,567 | 9.06% | 9.1% | 236 | +5,155 | 2.18% | Q1 2026 | May 14, 2026 |
| Northstar Group, Inc. | History | Added to | 240,162 | 77,046 | 10.89% | 10.79% | 237 | +3,889 | 1.65% | Q1 2026 | Apr 28, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 238,546 | 76,527 | 25.68% | 26.68% | 238 | +5,198 | 2.23% | Q1 2026 | Apr 30, 2026 |
| Ellevest, Inc. | History | Added to | 234,031 | 75,079 | 10.44% | 10.46% | 239 | +8,360 | 3.7% | Q1 2026 | May 11, 2026 |
| GuidedMoney, LLC | History | Added to | 233,776 | 74,997 | 39.37% | 39.79% | 240 | +11,581 | 5.21% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 231,862 | 74,383 | 1.77% | 1.87% | 241 | -6,022 | -2.53% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 230,812 | 74,047 | 0.18% | 0.17% | 242 | +9,882 | 4.47% | Q1 2026 | Apr 22, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 229,378 | 73,586 | 7.09% | 7.22% | 243 | -2,057 | -0.89% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 228,958 | 73,452 | 0.15% | 0.17% | 244 | +18,278 | 8.68% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Added to | 227,871 | 73,103 | 11.85% | 11.18% | 245 | +20,497 | 9.88% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 226,353 | 72,616 | 1.68% | 1.61% | 246 | +18,982 | 9.15% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 225,379 | 72,303 | 0.82% | 0.9% | 247 | -10,950 | -4.63% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 222,568 | 71,942 | 0.68% | 0.7% | 248 | +28,504 | 14.69% | Q1 2026 | Apr 07, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 222,130 | 71,261 | 8.46% | 9.0% | 249 | -1,044 | -0.47% | Q1 2026 | Apr 17, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 220,983 | 70,893 | 9.54% | 9.93% | 250 | -1,517 | -0.68% | Q1 2026 | Apr 07, 2026 |
| LIBRA WEALTH LLC | History | Added to | 219,258 | 70,340 | 19.82% | 19.82% | 251 | +7,987 | 3.78% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 216,463 | 69,443 | 0.92% | 0.89% | 252 | +28,665 | 15.26% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 214,106 | 69,207 | 5.18% | 5.33% | 253 | -569 | -0.27% | Q1 2026 | Apr 27, 2026 |
| Evensky & Katz LLC | History | Reduced | 215,643 | 69,180 | 3.93% | 4.28% | 254 | -10,525 | -4.65% | Q1 2026 | Apr 22, 2026 |
| Hirtle & Co., LLC | History | Reduced | 215,155 | 69,023 | 2.36% | 2.7% | 255 | -21,025 | -8.9% | Q1 2026 | May 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 215,023 | 68,981 | 7.92% | 8.68% | 256 | -9,504 | -4.23% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 214,039 | 68,666 | 0.54% | 0.6% | 257 | +3,464 | 1.65% | Q1 2026 | Apr 07, 2026 |
| Independent Order of Foresters | History | No change | 213,865 | 68,610 | 67.35% | 41.75% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 213,806 | 68,591 | 18.02% | 18.45% | 259 | +483 | 0.23% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 213,792 | 68,586 | 0.35% | 0.36% | 260 | +19,569 | 10.08% | Q1 2026 | May 08, 2026 |
| First Bank & Trust | History | Reduced | 212,363 | 68,128 | 10.97% | 11.63% | 261 | -545 | -0.26% | Q1 2026 | Apr 10, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 210,203 | 67,435 | 25.01% | 27.92% | 262 | +1,077 | 0.52% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 209,912 | 67,332 | 0.83% | 0.89% | 263 | +2,474 | 1.19% | Q1 2026 | May 12, 2026 |
| Unconventional Investor, LLC | History | Added to | 207,973 | 66,719 | 31.68% | 32.63% | 264 | +3,075 | 1.5% | Q1 2026 | May 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 207,679 | 66,625 | 0.2% | 0.15% | 265 | +84,216 | 68.21% | Q1 2026 | May 15, 2026 |
| Obsido Oy | History | Added to | 207,234 | 66,482 | 40.21% | 40.68% | 266 | +9,737 | 4.93% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Added to | 206,819 | 66,349 | 6.42% | 6.66% | 267 | +7,920 | 3.98% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 206,746 | 66,326 | 0.17% | 0.18% | 268 | +3,835 | 1.89% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 203,875 | 65,405 | 3.89% | 4.62% | 269 | -31,588 | -13.42% | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | No change | 201,060 | 64,501 | 18.77% | 20.16% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 199,297 | 63,936 | 1.47% | 1.5% | 271 | -2,782 | -1.38% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 187,545 | 62,878 | 4.71% | 4.71% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 195,878 | 62,839 | 0.61% | 0.63% | 273 | +3,663 | 1.91% | Q1 2026 | May 08, 2026 |
| Clarius Group, LLC | History | No change | 185,545 | 62,207 | 3.55% | 3.55% | 274 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | Added to | 193,849 | 62,188 | 5.48% | 6.56% | 275 | +1,974 | 1.03% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 192,890 | 61,881 | 4.04% | 4.12% | 276 | +7,105 | 3.82% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 190,257 | 61,036 | 1.72% | 1.65% | 277 | +21,042 | 12.44% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 190,049 | 60,969 | 4.98% | 5.33% | 278 | +2,290 | 1.22% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 189,090 | 60,662 | 4.41% | 4.77% | 279 | +740 | 0.39% | Q1 2026 | May 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 186,455 | 59,816 | 2.59% | 2.49% | 280 | +2,394 | 1.3% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 185,666 | 59,563 | 0.48% | 0.51% | 281 | +58,664 | 46.19% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Added to | 185,502 | 59,510 | 16.67% | 17.17% | 282 | +12,220 | 7.05% | Q1 2026 | Apr 30, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 184,540 | 59,202 | 20.28% | 24.02% | 283 | +5,748 | 3.21% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 184,267 | 59,114 | 24.02% | 24.27% | 284 | -2,213 | -1.19% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 183,796 | 58,963 | 0.02% | 0.01% | 285 | +26,417 | 16.79% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 183,598 | 58,900 | 4.03% | 3.98% | 286 | +11,211 | 6.5% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 182,106 | 58,421 | 2.86% | 3.09% | 287 | -4,729 | -2.53% | Q1 2026 | May 04, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 179,893 | 57,711 | 4.91% | 5.73% | 288 | -4,510 | -2.45% | Q1 2026 | Apr 09, 2026 |
| REAP Financial Group, LLC | History | Added to | 179,270 | 57,511 | 11.35% | 10.78% | 289 | +21,011 | 13.28% | Q1 2026 | May 11, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 178,620 | 57,303 | 33.39% | 35.34% | 290 | +2,196 | 1.24% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 160,191 | 56,704 | 0.72% | 0.69% | 291 | +2,923 | 1.86% | Q1 2026 | May 06, 2026 |
| Battery Global Advisors, LLC | History | Added to | 175,669 | 56,356 | 30.27% | 0.13% | 292 | +175,298 | 47250.13% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 175,449 | 56,285 | 0.61% | 0.65% | 293 | +6,326 | 3.74% | Q1 2026 | Apr 20, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 6,161,979 | 56,083 | 4.21% | 4.88% | 294 | -10,075 | -0.16% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 174,787 | 56,073 | 0.82% | 0.83% | 295 | +11,065 | 6.76% | Q1 2026 | Apr 09, 2026 |
| Greenline Partners, LLC | History | Added to | 173,834 | 55,767 | 5.99% | 6.55% | 296 | +3,064 | 1.79% | Q1 2026 | May 15, 2026 |
| Kearns & Associates LLC | History | Reduced | 173,616 | 55,697 | 29.96% | 30.27% | 297 | -1,155 | -0.66% | Q1 2026 | Apr 20, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 173,405 | 55,630 | 8.57% | 8.12% | 298 | -296 | -0.17% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 171,405 | 54,988 | 0.66% | 0.66% | 299 | +518 | 0.3% | Q1 2026 | May 06, 2026 |
| Level Wealth Management LLC | History | Added to | 170,460 | 54,685 | 25.62% | 26.84% | 300 | +13,930 | 8.9% | Q1 2026 | Apr 27, 2026 |