VANGUARD SCOTTSDALE FUNDS - VTWG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 305,368 | 69,940 | 0.01% | 0.01% | 1 | -8,234 | -2.63% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 223,062 | 51,089 | 0.0% | 0.0% | 2 | +3,207 | 1.46% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 168,587 | 38,612 | 0.15% | 0.16% | 3 | -2,791 | -1.63% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 114,799 | 26,293 | 0.05% | 0.06% | 4 | +440 | 0.38% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 99,042 | 22,692 | 0.03% | 0.04% | 5 | -3,584 | -3.49% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | New | 82,375 | 18,867 | 2.32% | — | 6 | +82,375 | New | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 75,467 | 17,216 | 0.0% | 0.0% | 7 | +10,153 | 15.54% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | Added to | 74,008 | 16,950 | 3.3% | 3.27% | 8 | +1,184 | 1.63% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 73,438 | 16,820 | 0.0% | 0.0% | 9 | +8,279 | 12.71% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 71,395 | 16,352 | 0.08% | 0.02% | 10 | +57,703 | 421.44% | Q1 2026 | Apr 24, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 66,964 | 15,337 | 1.79% | 1.7% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 62,712 | 14,363 | 0.0% | 0.0% | 12 | -1,220 | -1.91% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 52,285 | 12,338 | 0.08% | 0.01% | 13 | +44,410 | 563.94% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 51,867 | 11,879 | 0.0% | 0.0% | 14 | +9,579 | 22.65% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 46,580 | 10,749 | 0.52% | 0.46% | 15 | +8,219 | 21.43% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,858 | 10,045 | 0.0% | 0.0% | 16 | +10,921 | 33.16% | Q1 2026 | May 04, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 41,701 | 9,551 | 1.83% | 1.84% | 17 | +705 | 1.72% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 40,806 | 9,346 | 0.02% | 0.02% | 18 | +368 | 0.91% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 40,237 | 9,216 | 0.0% | 0.0% | 19 | -2,082 | -4.92% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 38,082 | 8,722 | 0.01% | 0.01% | 20 | +562 | 1.5% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,553 | 7,913 | 0.03% | 0.03% | 21 | -14 | -0.04% | Q1 2026 | Apr 30, 2026 |
| LJI Wealth Management, LLC | History | Added to | 33,733 | 7,726 | 1.23% | 1.19% | 22 | +544 | 1.64% | Q1 2026 | May 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 33,726 | 7,724 | 0.06% | 0.05% | 23 | +84 | 0.25% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 33,690 | 7,716 | 0.17% | 0.11% | 24 | +14,066 | 71.68% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 33,642 | 7,705 | 0.82% | 0.84% | 25 | +80 | 0.24% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 31,614 | 7,240 | 0.1% | — | 26 | +31,614 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,532 | 7,222 | 0.0% | 0.0% | 27 | +27,024 | 599.47% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 28,675 | 6,568 | 0.0% | 0.0% | 28 | +10,790 | 60.33% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 27,564 | 6,313 | 0.02% | 0.02% | 29 | -2,621 | -8.68% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 27,338 | 6,261 | 0.05% | 0.08% | 30 | -14,816 | -35.15% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 25,014 | 5,729 | 0.37% | 0.4% | 31 | -891 | -3.44% | Q1 2026 | Apr 15, 2026 |
| Nvest Financial, LLC | History | Added to | 24,847 | 5,690 | 2.12% | 0.29% | 32 | +21,910 | 746.0% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,517 | 5,615 | 0.01% | 0.01% | 33 | -3,403 | -12.19% | Q1 2026 | May 05, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 22,236 | 5,092 | 0.82% | 0.87% | 34 | -416 | -1.84% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,488 | 4,921 | 0.0% | 0.0% | 35 | +1,189 | 5.86% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,669 | 4,533 | 0.01% | 0.03% | 36 | +807 | 4.28% | Q1 2026 | May 12, 2026 |
| Centric Wealth Management | History | Added to | 17,153 | 4,522 | 0.9% | 0.9% | 37 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 18,550 | 4,325 | 3.43% | 3.14% | 38 | +26 | 0.14% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 17,079 | 3,911 | 0.04% | 0.04% | 39 | -102 | -0.59% | Q1 2026 | May 13, 2026 |
| Allegheny Financial Group | History | Added to | 16,806 | 3,849 | 0.52% | 0.58% | 40 | +152 | 0.91% | Q1 2026 | Apr 16, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 17,359 | 3,811 | 0.58% | 0.89% | 41 | -6,754 | -28.01% | Q1 2026 | May 07, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 16,594 | 3,800 | 1.65% | 1.62% | 42 | +765 | 4.83% | Q1 2026 | Apr 16, 2026 |
| COMMERCE BANK | History | Reduced | 14,405 | 3,299 | 0.02% | 0.02% | 43 | -214 | -1.46% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 13,688 | 3,135 | 0.0% | 0.0% | 44 | +440 | 3.32% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 13,282 | 3,042 | 0.11% | — | 45 | +13,282 | New | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 12,732 | 2,916 | 1.14% | 1.05% | 46 | +1,781 | 16.26% | Q1 2026 | Apr 17, 2026 |
| National Philanthropic Trust | History | No change | 11,911 | 2,728 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,675 | 2,674 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 11,532 | 2,641 | 0.03% | 0.04% | 49 | +171 | 1.51% | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 11,116 | 2,545 | 0.49% | 0.51% | 50 | +607 | 5.78% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 11,065 | 2,534 | 0.19% | 0.21% | 51 | -917 | -7.65% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,863 | 2,488 | 0.03% | 0.03% | 52 | +127 | 1.18% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,444 | 2,392 | 0.0% | — | 53 | +10,444 | New | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 10,213 | 2,339 | 0.07% | 0.07% | 54 | +1,023 | 11.13% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,437 | 2,291 | 0.0% | 0.0% | 55 | -1,297 | -11.05% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 9,930 | 2,274 | 0.01% | 0.01% | 56 | -442 | -4.26% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,781 | 2,240 | 0.0% | 0.0% | 57 | +52 | 0.53% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,606 | 2,200 | 0.02% | 0.03% | 58 | +173 | 1.83% | Q1 2026 | May 06, 2026 |
| NYL Investors LLC | History | No change | 9,482 | 2,171 | 0.82% | 0.76% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,380 | 2,148 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,207 | 2,108 | 0.0% | 0.0% | 61 | +1,314 | 16.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,065 | 2,076 | 0.0% | 0.0% | 62 | -231 | -2.48% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,860 | 2,029 | 0.04% | 0.04% | 63 | +639 | 7.77% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,115 | 1,858 | 0.02% | 0.02% | 64 | +1,054 | 14.93% | Q1 2026 | Apr 23, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 7,910 | 1,811 | 0.8% | 1.04% | 65 | -2,123 | -21.16% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,346 | 1,682 | 0.0% | 0.0% | 66 | -683 | -8.51% | Q1 2026 | May 04, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 7,214 | 1,584 | 0.93% | 0.79% | 67 | +1,092 | 17.84% | Q1 2026 | Apr 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,703 | 1,535 | 0.0% | 0.0% | 68 | +147 | 2.24% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,207 | 1,421 | 0.0% | 0.0% | 69 | +25 | 0.4% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,010 | 1,376 | 0.02% | 0.02% | 70 | -1,010 | -14.39% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,900 | 1,351 | 0.0% | 0.0% | 71 | -2,529 | -30.0% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,465 | 1,251 | 0.0% | 0.01% | 72 | -15,784 | -74.28% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,422 | 1,241 | 0.06% | 0.06% | 73 | -219 | -3.88% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,229 | 1,197 | 0.01% | 0.01% | 74 | -74 | -1.4% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,099 | 1,167 | 0.03% | — | 75 | +5,099 | New | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 4,909 | 1,158 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 5,023 | 1,150 | 0.0% | 0.0% | 77 | +1,824 | 57.02% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,808 | 1,101 | 0.1% | 0.1% | 78 | -59 | -1.21% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,789 | 1,096 | 0.04% | — | 79 | +4,789 | New | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 4,209 | 964 | 0.28% | 0.29% | 80 | +14 | 0.33% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,135 | 947 | 0.0% | 0.0% | 81 | +73 | 1.8% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,999 | 916 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 3,724 | 878 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,830 | 840 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,507 | 803 | 0.03% | 0.06% | 85 | -3,520 | -50.09% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 3,484 | 798 | 0.39% | 0.41% | 86 | -27 | -0.77% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,446 | 789 | 0.01% | 0.01% | 87 | -90 | -2.55% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 2,991 | 783 | 0.02% | 0.02% | 88 | -7 | -0.23% | Q1 2026 | May 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 3,407 | 780 | 0.05% | 0.06% | 89 | -262 | -7.14% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,415 | 765 | 0.0% | 0.0% | 90 | +1,857 | 119.19% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,319 | 760 | 0.02% | 0.0% | 92 | +3,087 | 1330.6% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,320 | 760 | 0.0% | 0.0% | 91 | -395 | -10.63% | Q1 2026 | May 14, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,238 | 741 | 0.63% | 0.62% | 93 | +44 | 1.38% | Q1 2026 | Apr 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,000 | 687 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 2,973 | 681 | 0.03% | 0.06% | 95 | -2,480 | -45.48% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | No change | 2,921 | 669 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,861 | 655 | 0.01% | 0.01% | 97 | +230 | 8.74% | Q1 2026 | Apr 13, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,759 | 631 | 0.46% | 0.48% | 98 | -18 | -0.65% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,511 | 575 | 0.01% | 0.01% | 99 | +9 | 0.36% | Q1 2026 | May 18, 2026 |
| Focus Partners Wealth | History | Added to | 2,493 | 571 | 0.0% | 0.0% | 100 | +1,411 | 130.41% | Q1 2026 | May 14, 2026 |
| FCG Investment Co | History | New | 2,475 | 566 | 0.25% | — | 101 | +2,475 | New | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,444 | 559 | 0.0% | 0.0% | 102 | +411 | 20.22% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 2,399 | 549 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,348 | 537 | 0.03% | 0.02% | 104 | +327 | 16.18% | Q1 2026 | Apr 23, 2026 |
| Kelsey Financial, LLC | History | Reduced | 2,224 | 509 | 0.45% | 0.46% | 105 | -25 | -1.11% | Q1 2026 | May 06, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 2,168 | 496 | 0.03% | 0.03% | 106 | +3 | 0.14% | Q1 2026 | Apr 14, 2026 |
| Avantax Planning Partners, Inc. | History | New | 2,128 | 487 | 0.01% | — | 107 | +2,128 | New | Q1 2026 | May 04, 2026 |
| FF Advisors,LLC | History | No change | 1,814 | 471 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,029 | 464 | 0.01% | 0.01% | 109 | +3 | 0.15% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,884 | 431 | 0.0% | 0.0% | 110 | +584 | 44.92% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,849 | 423 | 0.0% | 0.0% | 111 | +1,308 | 241.77% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,845 | 422 | 0.05% | 0.06% | 112 | -345 | -15.75% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,781 | 420 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,764 | 407 | 0.0% | 0.0% | 114 | +873 | 97.98% | Q1 2026 | Apr 07, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 1,690 | 387 | 0.25% | 0.27% | 115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,675 | 384 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 1,664 | 381 | 0.12% | — | 117 | +1,664 | New | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 1,651 | 378 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Excelsior Advisor Network LLC | History | No change | 1,645 | 376 | 0.14% | 0.19% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 1,596 | 365 | 0.11% | 0.11% | 120 | +35 | 2.24% | Q1 2026 | Apr 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,558 | 356 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,546 | 354 | 0.02% | 0.02% | 122 | -41 | -2.58% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | No change | 1,538 | 352 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 1,521 | 348 | 0.12% | 0.15% | 124 | -353 | -18.84% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,521 | 348 | 0.0% | 0.0% | 125 | -353 | -18.84% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | New | 1,502 | 344 | 0.15% | — | 126 | +1,502 | New | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,468 | 336 | 0.04% | — | 127 | +1,468 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,465 | 335 | 0.0% | 0.0% | 128 | -31 | -2.07% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | New | 1,460 | 334 | 0.0% | — | 129 | +1,460 | New | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 1,447 | 331 | 0.3% | 0.35% | 130 | -153 | -9.56% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,417 | 324 | 0.0% | 0.0% | 131 | +1 | 0.07% | Q1 2026 | May 05, 2026 |
| CULLINAN ASSOCIATES INC | History | Added to | 1,407 | 322 | 0.03% | 0.02% | 132 | +84 | 6.35% | Q1 2026 | May 01, 2026 |
| Hirtle & Co., LLC | History | No change | 1,373 | 314 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Valued Retirements, Inc. | History | No change | 1,375 | 314 | 0.31% | 0.32% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,320 | 302 | 0.0% | 0.0% | 135 | +262 | 24.76% | Q1 2026 | May 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 1,300 | 297 | 0.16% | 0.17% | 136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,251 | 286 | 0.0% | 0.0% | 137 | -45 | -3.47% | Q1 2026 | May 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,250 | 286 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,208 | 276 | 0.09% | 0.08% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisor Resource Council | History | Added to | 1,134 | 259 | 0.08% | 0.09% | 141 | +108 | 10.53% | Q1 2026 | May 07, 2026 |
| Americana Partners, LLC | History | No change | 1,132 | 259 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,130 | 258 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,115 | 255 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 1,102 | 252 | 0.03% | 0.03% | 144 | -40 | -3.5% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 1,097 | 251 | 0.0% | 0.0% | 145 | +5 | 0.46% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | No change | 1,093 | 250 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,089 | 249 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,055 | 241 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,049 | 240 | 0.0% | 0.0% | 149 | -5 | -0.47% | Q1 2026 | May 15, 2026 |
| Junk Investment Group, LLC | History | New | 1,032 | 236 | 0.12% | — | 151 | +1,032 | New | Q1 2026 | May 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 1,031 | 236 | 0.02% | 0.02% | 150 | +12 | 1.18% | Q1 2026 | Apr 07, 2026 |
| Tranquility Partners, LLC | History | No change | 1,003 | 229 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pallas Capital Advisors LLC | History | New | 953 | 218 | 0.01% | — | 153 | +953 | New | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | New | 946 | 216 | 0.0% | — | 154 | +946 | New | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | No change | 941 | 215 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | New | 937 | 214 | 0.0% | — | 156 | +937 | New | Q1 2026 | May 13, 2026 |
| Index Technologies Group LLC | History | New | 912 | 208 | 0.23% | — | 157 | +912 | New | Q1 2026 | Apr 29, 2026 |
| Horizon Investments, LLC | History | Added to | 886 | 202 | 0.0% | 0.0% | 158 | +525 | 145.43% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | No change | 884 | 202 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 877 | 200 | 0.0% | — | 160 | +877 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 838 | 192 | 0.0% | 0.0% | 161 | -483 | -36.56% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 829 | 189 | 0.01% | — | 163 | +829 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 829 | 189 | 0.0% | 0.0% | 162 | +2 | 0.24% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | No change | 776 | 177 | 0.1% | 0.11% | 164 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| IFP Advisors, Inc | History | Added to | 689 | 157 | 0.0% | 0.0% | 165 | +97 | 16.39% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Reduced | 680 | 155 | 0.0% | 0.0% | 166 | -633 | -48.21% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 654 | 149 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Powell Investment Advisors, LLC | History | No change | 620 | 142 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 593 | 135 | 0.09% | 0.15% | 169 | -274 | -31.6% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 572 | 131 | 0.01% | — | 170 | +572 | New | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 570 | 130 | 0.0% | 0.0% | 171 | -33 | -5.47% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | Reduced | 519 | 118 | 0.03% | 0.03% | 172 | -17 | -3.17% | Q1 2026 | Apr 20, 2026 |
| Disciplina Capital Management LLC | History | No change | 500 | 114 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 497 | 113 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 482 | 110 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 424 | 97 | 0.0% | — | 176 | +424 | New | Q1 2026 | Apr 29, 2026 |
| Centennial Bank/AR/ | History | Reduced | 407 | 93 | 0.03% | 0.04% | 177 | -9 | -2.16% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Added to | 380 | 87 | 0.01% | 0.0% | 178 | +305 | 406.67% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 310 | 71 | 0.0% | — | 179 | +310 | New | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 305 | 69 | 0.05% | — | 180 | +305 | New | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 298 | 68 | 0.02% | — | 182 | +298 | New | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 300 | 68 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 290 | 66 | 0.0% | — | 183 | +290 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 277 | 63 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 267 | 61 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 45 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 194 | 44 | 0.0% | — | 187 | +194 | New | Q1 2026 | May 19, 2026 |
| VANGUARD ADVISERS INC | History | New | 191 | 43 | 0.0% | — | 188 | +191 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 151 | 34 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135 | 30 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | New | 129 | 29 | 0.0% | — | 191 | +129 | New | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 116 | 26 | 0.0% | 0.0% | 192 | +1 | 0.87% | Q1 2026 | Apr 13, 2026 |
| Horizons Wealth Management | History | No change | 102 | 23 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 72 | 16 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 64 | 14 | 0.0% | 0.0% | 195 | -32 | -33.33% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 60 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 54 | 12 | 0.0% | 0.0% | 197 | -89 | -62.24% | Q1 2026 | May 13, 2026 |
| Miller Capital Partners, Inc. | History | No change | 45 | 10 | 0.0% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthAvenue LLC | History | No change | 48 | 10 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 15 | 3 | 0.0% | — | 203 | +15 | New | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 14 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 9 | 2 | 0.0% | — | 205 | +9 | New | Q1 2026 | Apr 30, 2026 |
| Caitlin John, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Eukles Asset Management | History | Reduced | 8 | 1 | 0.0% | 0.01% | 206 | -49 | -85.96% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | New | 8 | 1 | 0.0% | — | 208 | +8 | New | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 5 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,724 | -100.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,142 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,585 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WRAPMANAGER INC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,123 | -100.0% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,007 | -100.0% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -928 | -100.0% | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -864 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 20, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | Apr 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 01, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 23, 2026 |