VANGUARD INDEX FUNDS - VTV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 134,456,813 | 29,302,173 | 1.89% | 1.89% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44,576,925 | 9,735,033 | 3.9% | 3.9% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 35,380,683 | 7,710,512 | 0.41% | 0.41% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,134,608 | 5,041,546 | 1.19% | 1.19% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 13,657,773 | 2,976,438 | 0.38% | 0.38% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 11,459,495 | 2,497,367 | 0.56% | 0.56% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,382,858 | 2,491,564 | 0.5% | 0.5% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,022,251 | 1,966,219 | 0.53% | 0.53% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,979,182 | 1,956,833 | 7.48% | 7.48% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,715,764 | 1,899,426 | 0.31% | 0.31% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,986,168 | 1,740,425 | 1.59% | 1.59% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 6,864,026 | 1,495,877 | 5.15% | 5.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,787,174 | 1,479,128 | 2.26% | 2.26% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,958,171 | 1,298,463 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,687,753 | 1,239,532 | 6.85% | 6.85% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,221,598 | 1,137,942 | 3.31% | 3.31% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,054,784 | 1,101,589 | 9.61% | 9.61% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 4,957,163 | 1,080,312 | 1.13% | 1.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,787,110 | 1,043,254 | 0.56% | 0.56% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 4,758,077 | 1,036,928 | 1.75% | 1.75% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,519,995 | 985,042 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 4,261,836 | 928,782 | 0.95% | 0.95% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,180,724 | 911,105 | 0.45% | 0.45% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,163,597 | 910,287 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,912,536 | 852,662 | 0.75% | 0.75% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,662,549 | 798,179 | 0.77% | 0.77% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 3,511,326 | 765,223 | 1.09% | 1.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,499,691 | 762,687 | 7.3% | 7.3% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,442,447 | 750,212 | 5.55% | 5.55% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 3,193,415 | 695,941 | 0.23% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,132,906 | 682,754 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,111,513 | 678,091 | 8.29% | 8.29% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,095,793 | 674,666 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balentine LLC | History | No change | 2,889,469 | 629,701 | 22.38% | 22.38% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,853,732 | 622,138 | 0.73% | 0.73% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,722,879 | 593,397 | 0.75% | 0.75% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 2,701,704 | 530,074 | 19.38% | 19.38% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,333,072 | 508,446 | 0.61% | 0.61% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | No change | 2,228,830 | 485,729 | 5.33% | 5.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 1,993,299 | 434,399 | 0.75% | 0.75% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 1,970,185 | 429,471 | 0.52% | 0.52% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,839,020 | 400,776 | 13.88% | 13.88% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,830,633 | 398,949 | 4.26% | 4.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,818,811 | 396,377 | 0.33% | 0.33% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Facet Wealth, Inc. | History | No change | 1,717,827 | 374,366 | 5.36% | 5.36% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bell Bank | History | No change | 1,588,925 | 346,274 | 13.21% | 13.21% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,508,278 | 328,698 | 1.53% | 1.53% | 47 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,503,856 | 327,735 | 0.45% | 0.45% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,483,132 | 323,219 | 0.5% | 0.5% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 1,465,806 | 319,443 | 8.18% | 8.18% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,446,927 | 316,722 | 0.53% | 0.53% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,422,244 | 311,983 | 22.24% | 22.24% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,420,885 | 309,653 | 0.63% | 0.63% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,414,717 | 308,422 | 1.7% | 1.7% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,300,791 | 283,481 | 1.31% | 1.31% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 1,335,326 | 283,268 | 0.83% | 0.83% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,232,497 | 268,598 | 0.7% | 0.7% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,158,627 | 252,745 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 1,134,611 | 247,265 | 2.48% | 2.48% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,134,483 | 247,237 | 3.1% | 3.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garde Capital, Inc. | History | No change | 1,093,987 | 238,412 | 10.68% | 10.68% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,046,231 | 228,004 | 0.68% | 0.68% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,043,747 | 227,464 | 0.53% | 0.53% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,030,956 | 224,676 | 0.72% | 0.72% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 1,019,302 | 222,136 | 1.36% | 1.36% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,119,341 | 219,614 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 992,941 | 216,391 | 2.04% | 2.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 981,676 | 213,936 | 12.09% | 12.09% | 68 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Members Trust Co | History | No change | 943,694 | 205,659 | 6.4% | 6.4% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 935,349 | 203,840 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 909,566 | 198,221 | 1.48% | 1.48% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everhart Financial Group, Inc. | History | No change | 896,315 | 195,333 | 12.5% | 12.5% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 894,868 | 195,018 | 5.24% | 5.24% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | No change | 850,915 | 192,553 | 19.86% | 19.86% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 875,457 | 190,788 | 0.44% | 0.44% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Wealth Management, LLC | History | No change | 869,143 | 189,412 | 24.06% | 24.06% | 76 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 845,551 | 184,270 | 1.1% | 1.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 71 West Capital Partners | History | No change | 843,239 | 183,767 | 6.35% | 6.35% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 815,425 | 177,705 | 0.89% | 0.89% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Unison Advisors LLC | History | No change | 810,094 | 176,543 | 12.31% | 12.31% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 797,039 | 173,698 | 0.24% | 0.24% | 81 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Saudi Central Bank | History | No change | 756,686 | 164,897 | 2.16% | 2.16% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 753,032 | 164,108 | 14.35% | 14.35% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 752,493 | 163,990 | 8.95% | 8.95% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 730,222 | 159,137 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Permanens Capital L.P. | History | No change | 728,513 | 158,764 | 16.33% | 16.33% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 726,738 | 158,378 | 14.17% | 14.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focused Wealth Management, Inc | History | No change | 719,710 | 156,846 | 13.64% | 13.64% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 719,031 | 156,698 | 0.59% | 0.59% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 718,373 | 156,554 | 1.48% | 1.48% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 696,736 | 151,839 | 0.7% | 0.7% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 696,729 | 151,838 | 5.36% | 5.36% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 691,901 | 150,785 | 11.44% | 11.44% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 691,556 | 150,710 | 6.09% | 6.09% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 687,594 | 149,847 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 686,893 | 149,700 | 1.17% | 1.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 661,224 | 144,100 | 1.4% | 1.4% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 660,491 | 143,943 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RMR Wealth Builders | History | No change | 656,979 | 143,175 | 8.89% | 8.89% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 656,703 | 143,115 | 0.28% | 0.28% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brickley Wealth Management | History | No change | 650,628 | 141,791 | 20.36% | 20.36% | 101 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 650,283 | 141,716 | 3.1% | 3.1% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NEPC LLC | History | No change | 648,293 | 141,282 | 2.64% | 2.64% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 643,614 | 140,262 | 1.07% | 1.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 632,277 | 137,792 | 19.62% | 19.62% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 626,479 | 136,528 | 1.64% | 1.64% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 603,952 | 131,589 | 0.54% | 0.54% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | No change | 595,455 | 129,767 | 3.45% | 3.45% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | No change | 593,047 | 129,242 | 0.86% | 0.86% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFC Advisors LLC | History | No change | 591,148 | 128,828 | 16.36% | 16.36% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 586,270 | 127,765 | 6.86% | 6.86% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accredited Investors Inc. | History | No change | 583,998 | 127,270 | 5.5% | 5.5% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 582,494 | 126,943 | 6.51% | 6.51% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 581,774 | 126,786 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bleakley Financial Group, LLC | History | No change | 580,029 | 126,405 | 1.61% | 1.61% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 577,286 | 125,807 | 1.38% | 1.38% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Asset Management, LLC | History | No change | 554,604 | 120,864 | 9.48% | 9.48% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 540,755 | 117,846 | 0.81% | 0.81% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jupiter Topco LLC | History | No change | 538,421 | 117,343 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 532,440 | 116,034 | 0.13% | 0.13% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 528,713 | 115,877 | 13.52% | 13.52% | 121 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 522,479 | 113,863 | 9.65% | 9.65% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Euclidean Capital LLC | History | No change | 520,000 | 113,323 | 25.76% | 25.76% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nadler Financial Group, Inc. | History | No change | 519,516 | 113,218 | 9.6% | 9.6% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BIP Wealth, LLC | History | No change | 513,451 | 111,896 | 3.17% | 3.17% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 511,950 | 111,569 | 2.41% | 2.41% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Management, Inc. | History | No change | 495,026 | 107,881 | 15.52% | 15.52% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 487,653 | 106,274 | 0.51% | 0.51% | 128 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF HAWAII | History | No change | 485,299 | 105,761 | 5.22% | 5.22% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 483,371 | 105,341 | 0.9% | 0.9% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 463,300 | 100,966 | 8.42% | 8.42% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VANGUARD ADVISERS INC | History | No change | 452,824 | 98,683 | 0.34% | 0.34% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 445,041 | 96,987 | 0.16% | 0.16% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 443,005 | 96,543 | 4.6% | 4.6% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 434,881 | 94,773 | 0.48% | 0.48% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 434,082 | 94,599 | 10.92% | 10.92% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 432,511 | 94,257 | 1.04% | 1.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 423,860 | 92,371 | 1.03% | 1.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 420,404 | 91,618 | 2.67% | 2.67% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co of Tennessee | History | No change | 416,745 | 90,821 | 15.87% | 15.87% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Warwick Investment Management, Inc. | History | No change | 415,845 | 90,625 | 10.17% | 10.17% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 412,598 | 89,917 | 11.44% | 11.44% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 407,990 | 88,913 | 0.89% | 0.89% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 404,014 | 88,047 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 402,616 | 87,742 | 0.26% | 0.26% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 400,678 | 87,319 | 13.4% | 13.4% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rodgers & Associates, LTD | History | No change | 398,813 | 86,913 | 7.89% | 7.89% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 396,548 | 86,419 | 11.38% | 11.38% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 376,246 | 81,995 | 2.76% | 2.76% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 371,288 | 80,914 | 4.31% | 4.31% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | No change | 369,616 | 80,550 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 369,456 | 80,515 | 1.02% | 1.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 368,698 | 80,350 | 10.13% | 10.13% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CSM Advisors, LLC | History | No change | 367,088 | 80,000 | 1.71% | 1.71% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 365,535 | 79,661 | 0.84% | 0.84% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 364,086 | 79,345 | 12.45% | 12.45% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 363,525 | 79,225 | 0.13% | 0.13% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Japan Science & Technology Agency | History | No change | 357,328 | 77,872 | 1.47% | 1.47% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAVENPORT & Co LLC | History | No change | 355,438 | 77,460 | 0.38% | 0.38% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 355,254 | 77,420 | 5.8% | 5.8% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 349,814 | 76,234 | 4.22% | 4.22% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gleason Group, Inc. | History | No change | 347,598 | 75,752 | 6.61% | 6.61% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 345,705 | 75,339 | 7.97% | 7.97% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 345,106 | 75,209 | 1.0% | 1.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 343,447 | 74,847 | 0.27% | 0.27% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLIO Financial Planning | History | No change | 339,638 | 74,017 | 18.36% | 18.36% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 337,510 | 73,553 | 0.4% | 0.4% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 336,297 | 73,289 | 1.07% | 1.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 332,785 | 72,523 | 3.03% | 3.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 323,686 | 70,541 | 2.64% | 2.64% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 322,593 | 70,302 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 318,233 | 69,352 | 0.29% | 0.29% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Edge Capital, LLC | History | No change | 315,681 | 68,796 | 8.26% | 8.26% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 314,768 | 68,597 | 6.19% | 6.19% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LPWM LLC | History | No change | 314,012 | 68,432 | 15.18% | 15.18% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 306,626 | 67,028 | 3.52% | 3.52% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 305,455 | 67,028 | 8.28% | 8.28% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Partners in Financial Planning | History | No change | 299,573 | 65,285 | 9.9% | 9.9% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 298,886 | 65,136 | 3.85% | 3.85% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 298,743 | 65,104 | 0.38% | 0.38% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 297,018 | 64,729 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 296,209 | 64,552 | 2.0% | 2.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hirtle & Co., LLC | History | No change | 293,453 | 63,952 | 2.1% | 2.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 284,636 | 62,030 | 7.25% | 7.25% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 283,723 | 61,831 | 5.94% | 5.94% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 282,188 | 61,497 | 2.2% | 2.2% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 281,643 | 61,378 | 18.9% | 18.9% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARSHALL WACE, LLP | History | No change | 280,670 | 61,166 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 280,219 | 61,068 | 3.64% | 3.64% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 273,505 | 59,604 | 2.94% | 2.94% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 268,009 | 58,407 | 1.05% | 1.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 267,809 | 58,363 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 265,398 | 57,838 | 7.32% | 7.32% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 263,720 | 57,473 | 6.57% | 6.57% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 258,496 | 56,334 | 2.75% | 2.75% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Investment Advisors / MI | History | No change | 258,148 | 56,258 | 3.4% | 3.4% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 257,696 | 56,159 | 0.93% | 0.93% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chaney Capital Management, Inc. | History | No change | 257,338 | 56,081 | 17.63% | 17.63% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Family Wealth, LLC | History | No change | 255,451 | 55,670 | 9.96% | 9.96% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 254,013 | 55,357 | 1.18% | 1.18% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUEFG, LLC | History | No change | 251,166 | 54,736 | 12.78% | 12.78% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 248,948 | 54,253 | 2.48% | 2.48% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crane Advisory, LLC | History | No change | 247,476 | 54,162 | 7.78% | 7.78% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 246,833 | 53,792 | 1.54% | 1.54% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 246,079 | 53,627 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 245,269 | 53,451 | 0.92% | 0.92% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 243,137 | 52,986 | 2.49% | 2.49% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Wealth, LLC | History | No change | 241,853 | 52,707 | 0.53% | 0.53% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 241,470 | 52,623 | 2.67% | 2.67% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | No change | 237,757 | 52,204 | 0.74% | 0.74% | 210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 237,675 | 51,955 | 18.85% | 18.85% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 234,031 | 51,002 | 1.5% | 1.5% | 212 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Blueprint, LLC | History | No change | 233,671 | 50,924 | 2.54% | 2.54% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 230,407 | 50,212 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TL Private Wealth | History | No change | 225,992 | 49,621 | 18.2% | 18.2% | 215 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HUB Investment Partners, LLC | History | No change | 225,673 | 49,180 | 0.88% | 0.88% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Frisch Financial Group, Inc. | History | No change | 221,651 | 48,304 | 8.29% | 8.29% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 220,816 | 48,122 | 0.31% | 0.31% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 220,555 | 48,065 | 23.31% | 23.31% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 219,229 | 47,776 | 0.96% | 0.96% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 219,224 | 47,773 | 18.72% | 18.72% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 219,076 | 47,743 | 5.53% | 5.53% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 218,735 | 47,668 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 216,309 | 47,140 | 0.23% | 0.23% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLC Capital Advisors | History | No change | 216,102 | 47,095 | 7.58% | 7.58% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 215,062 | 46,868 | 5.75% | 5.75% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacies Wealth LLC | History | No change | 212,071 | 46,216 | 25.32% | 25.32% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 211,587 | 46,110 | 0.72% | 0.72% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 210,730 | 45,924 | 0.81% | 0.81% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 209,922 | 45,748 | 19.52% | 19.52% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 208,271 | 45,388 | 1.42% | 1.42% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 207,880 | 45,303 | 0.69% | 0.69% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 207,849 | 45,296 | 0.51% | 0.51% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 206,200 | 44,937 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berman McAleer LLC | History | No change | 204,256 | 44,513 | 5.15% | 5.15% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 203,963 | 44,449 | 0.5% | 0.5% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 202,913 | 44,220 | 1.16% | 1.16% | 237 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 197,770 | 43,100 | 6.23% | 6.23% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diesslin Group, Inc. | History | No change | 197,031 | 42,939 | 16.56% | 16.56% | 239 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Financial Advisors Network, Inc. | History | No change | 193,041 | 42,069 | 5.16% | 5.16% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 192,157 | 41,876 | 1.69% | 1.69% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 191,778 | 41,794 | 0.18% | 0.18% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jacobsen Capital Management | History | No change | 189,940 | 41,393 | 12.11% | 12.11% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Old Mission Investment Co LLC | History | No change | 189,173 | 41,226 | 8.58% | 8.58% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 188,953 | 41,178 | 0.76% | 0.76% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 185,201 | 40,360 | 3.49% | 3.49% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 184,611 | 40,232 | 5.41% | 5.41% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 184,234 | 40,150 | 0.12% | 0.12% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 183,564 | 40,005 | 2.68% | 2.68% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hiley Hunt Wealth Management | History | No change | 182,583 | 39,790 | 15.72% | 15.72% | 250 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 182,010 | 39,665 | 15.08% | 15.08% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | No change | 180,719 | 39,384 | 1.97% | 1.97% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 180,477 | 39,331 | 0.18% | 0.18% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bare Financial Services, Inc | History | No change | 180,434 | 39,321 | 9.02% | 9.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 180,415 | 39,317 | 6.26% | 6.26% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Goldstone Financial Group, LLC | History | No change | 180,069 | 39,242 | 3.59% | 3.59% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Advisory Corp | History | No change | 179,938 | 39,213 | 5.2% | 5.2% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Greenbush Financial Group, LLC | History | No change | 179,259 | 39,065 | 11.49% | 11.49% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 178,281 | 38,852 | 2.25% | 2.25% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AAF Wealth Management, LLC | History | No change | 175,562 | 38,260 | 14.11% | 14.11% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 173,296 | 37,766 | 7.91% | 7.91% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MA Private Wealth | History | No change | 172,629 | 37,621 | 5.6% | 5.6% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 171,366 | 37,345 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 171,136 | 37,295 | 22.8% | 22.8% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 170,649 | 37,189 | 11.33% | 11.33% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WARNER FINANCIAL, INC | History | No change | 168,994 | 36,828 | 10.83% | 10.83% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 168,168 | 36,648 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 166,981 | 36,390 | 4.04% | 4.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 166,666 | 36,321 | 0.43% | 0.43% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | No change | 166,292 | 36,240 | 17.65% | 17.65% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 166,114 | 36,201 | 0.94% | 0.94% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 164,751 | 35,904 | 0.22% | 0.22% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 164,529 | 35,855 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm Partners Management LLC | History | No change | 164,329 | 35,812 | 1.29% | 1.29% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 164,268 | 35,798 | 11.96% | 11.96% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 164,170 | 35,777 | 0.96% | 0.96% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 163,748 | 35,685 | 8.58% | 8.58% | 277 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nuveen, LLC | History | No change | 162,915 | 35,504 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK INVESTMENTS L P | History | No change | 162,200 | 35,348 | 0.34% | 0.34% | 279 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| United Financial Planning Group LLC | History | No change | 161,587 | 35,295 | 17.92% | 17.92% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterford Advisors, LLC | History | No change | 161,913 | 35,285 | 9.63% | 9.63% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 160,709 | 35,023 | 18.77% | 18.77% | 282 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOKF, NA | History | No change | 160,535 | 34,985 | 0.48% | 0.48% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 159,733 | 34,810 | 0.35% | 0.35% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 158,612 | 34,566 | 2.23% | 2.23% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 155,650 | 33,920 | 0.41% | 0.41% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 155,176 | 33,817 | 1.85% | 1.85% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 154,262 | 33,618 | 5.68% | 5.68% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 152,708 | 33,279 | 6.62% | 6.62% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 151,081 | 32,925 | 0.62% | 0.62% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 150,070 | 32,704 | 1.29% | 1.29% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 149,984 | 32,685 | 1.97% | 1.97% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 149,816 | 32,649 | 0.31% | 0.31% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Investment Management, Inc. | History | No change | 148,914 | 32,452 | 9.04% | 9.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 148,872 | 32,443 | 3.15% | 3.15% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First PREMIER Bank | History | No change | 148,500 | 32,363 | 5.23% | 5.23% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 147,777 | 32,205 | 3.65% | 3.65% | 297 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Newton One Investments LLC | History | No change | 147,233 | 32,086 | 8.08% | 8.08% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FWG Holdings, LLC | History | No change | 145,104 | 32,070 | 11.14% | 11.14% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trustees of Dartmouth College | History | No change | 146,886 | 32,010 | 9.57% | 9.57% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |