VANGUARD SCOTTSDALE FUNDS - VTWG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 313,602 | 74,006 | 0.01% | 0.0% | 1 | +9,899 | 3.26% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 219,855 | 51,883 | 0.0% | 0.0% | 2 | +98,022 | 80.46% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 171,378 | 40,443 | 0.16% | — | 3 | +171,378 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 114,359 | 26,987 | 0.06% | 0.06% | 4 | -11,283 | -8.98% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 102,626 | 24,228 | 0.04% | 0.03% | 5 | -3,516 | -3.31% | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | New | 72,824 | 17,185 | 3.27% | — | 6 | +72,824 | New | Q4 2025 | Jan 22, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | New | 66,964 | 15,802 | 1.7% | — | 7 | +66,964 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 65,314 | 15,415 | 0.0% | 0.0% | 8 | +487 | 0.75% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 65,159 | 15,376 | 0.0% | 0.0% | 9 | +543 | 0.84% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 63,932 | 15,087 | 0.0% | 0.0% | 10 | -507 | -0.79% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,319 | 9,986 | 0.0% | 0.0% | 11 | +973 | 2.35% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 42,288 | 9,979 | 0.0% | 0.0% | 12 | -429 | -1.0% | Q4 2025 | Jan 29, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 42,154 | 9,947 | 0.08% | 0.11% | 13 | -22,066 | -34.36% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 38,361 | 9,790 | 0.46% | 0.31% | 14 | +14,612 | 61.53% | Q4 2025 | Jan 21, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 40,996 | 9,674 | 1.84% | 1.88% | 15 | +3 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 40,438 | 9,543 | 0.02% | 0.02% | 16 | -199 | -0.49% | Q4 2025 | Mar 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 37,520 | 8,854 | 0.01% | 0.01% | 17 | -662 | -1.73% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,567 | 8,157 | 0.03% | 0.04% | 18 | +386 | 1.13% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 33,642 | 7,939 | 0.05% | 0.1% | 19 | -33,015 | -49.53% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 33,562 | 7,920 | 0.84% | 0.82% | 20 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 33,189 | 7,832 | 1.19% | 1.52% | 21 | -4,022 | -10.81% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 32,937 | 7,772 | 0.0% | 0.0% | 22 | -5,885 | -15.16% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 30,185 | 7,123 | 0.02% | 0.02% | 23 | -2,268 | -6.99% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 27,920 | 6,588 | 0.01% | 0.01% | 24 | -1,269 | -4.35% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 25,905 | 6,113 | 0.4% | 0.42% | 25 | -472 | -1.79% | Q4 2025 | Jan 23, 2026 |
| Virtue Capital Management, LLC | History | Added to | 24,113 | 5,760 | 0.89% | 0.17% | 26 | +20,800 | 627.83% | Q4 2025 | Feb 18, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 22,652 | 5,345 | 0.87% | 0.92% | 27 | -770 | -3.29% | Q4 2025 | Jan 07, 2026 |
| BROWN ADVISORY INC | History | No change | 21,249 | 5,014 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,299 | 4,790 | 0.0% | 0.0% | 29 | +4,535 | 28.77% | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Added to | 19,624 | 4,631 | 0.11% | 0.1% | 30 | +1,497 | 8.26% | Q4 2025 | Jan 30, 2026 |
| Brandywine Asset Management, Inc. | History | New | 18,524 | 4,475 | 3.14% | — | 31 | +18,524 | New | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 18,862 | 4,451 | 0.03% | 0.04% | 32 | -4,847 | -20.44% | Q4 2025 | Jan 27, 2026 |
| Centric Wealth Management | History | Reduced | 17,152 | 4,249 | 0.9% | 0.94% | 33 | -367 | -2.09% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,885 | 4,221 | 0.0% | — | 34 | +17,885 | New | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 17,181 | 4,054 | 0.04% | 0.05% | 35 | -559 | -3.15% | Q4 2025 | Feb 12, 2026 |
| Allegheny Financial Group | History | Added to | 16,654 | 3,930 | 0.58% | 0.71% | 36 | +457 | 2.82% | Q4 2025 | Feb 02, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 15,829 | 3,735 | 1.62% | 1.62% | 37 | +363 | 2.35% | Q4 2025 | Jan 16, 2026 |
| COMMERCE BANK | History | Added to | 14,619 | 3,449 | 0.02% | 0.02% | 38 | +1,160 | 8.62% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,692 | 3,231 | 0.02% | 0.0% | 39 | +9,374 | 217.09% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 13,248 | 3,126 | 0.0% | 0.0% | 40 | -621 | -4.48% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 11,982 | 2,827 | 0.21% | 0.2% | 41 | +884 | 7.97% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 11,734 | 2,769 | 0.0% | 0.0% | 42 | -1,995 | -14.53% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,675 | 2,755 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 11,361 | 2,681 | 0.04% | 0.04% | 44 | -118 | -1.03% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 10,951 | 2,584 | 1.05% | 0.7% | 45 | -84 | -0.76% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,736 | 2,533 | 0.03% | 0.04% | 46 | +222 | 2.11% | Q4 2025 | Jan 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 10,509 | 2,480 | 0.51% | 0.52% | 47 | -472 | -4.3% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 10,372 | 2,447 | 0.01% | 0.01% | 48 | -45 | -0.43% | Q4 2025 | Feb 10, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 10,033 | 2,367 | 1.04% | 1.27% | 49 | -616 | -5.78% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,729 | 2,295 | 0.0% | — | 50 | +9,729 | New | Q4 2025 | Feb 17, 2026 |
| NYL Investors LLC | History | Added to | 9,482 | 2,237 | 0.76% | 0.41% | 51 | +4,171 | 78.54% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,433 | 2,226 | 0.03% | 0.03% | 52 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | New | 9,380 | 2,213 | 0.01% | — | 53 | +9,380 | New | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,296 | 2,193 | 0.0% | 0.01% | 54 | -8,361 | -47.35% | Q4 2025 | Feb 02, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 9,190 | 2,168 | 0.07% | 0.07% | 55 | -93 | -1.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,429 | 1,989 | 0.0% | 0.0% | 56 | +4,660 | 123.64% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 8,221 | 1,940 | 0.04% | 0.04% | 57 | -471 | -5.42% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,029 | 1,894 | 0.0% | 0.0% | 58 | +28 | 0.35% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,893 | 1,862 | 0.0% | 0.0% | 59 | -2,232 | -22.04% | Q4 2025 | Mar 25, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,875 | 1,858 | 0.01% | 0.01% | 60 | -92 | -1.15% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 7,061 | 1,666 | 0.02% | 0.02% | 61 | +705 | 11.09% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,027 | 1,658 | 0.06% | 0.07% | 62 | -367 | -4.96% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,020 | 1,656 | 0.02% | 0.02% | 63 | -355 | -4.81% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,556 | 1,547 | 0.0% | 0.0% | 64 | +406 | 6.6% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,182 | 1,458 | 0.0% | 0.0% | 65 | -1,199 | -16.24% | Q4 2025 | Feb 17, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 6,122 | 1,445 | 0.79% | 0.74% | 66 | +357 | 6.19% | Q4 2025 | Jan 02, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,641 | 1,331 | 0.06% | 0.1% | 67 | -2,830 | -33.41% | Q4 2025 | Feb 17, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 5,453 | 1,287 | 0.06% | 0.09% | 68 | -1,925 | -26.09% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,303 | 1,251 | 0.01% | 0.01% | 69 | -112 | -2.07% | Q4 2025 | Jan 20, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 4,909 | 1,158 | 0.13% | 0.14% | 70 | +104 | 2.16% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 4,867 | 1,148 | 0.1% | 0.09% | 71 | +337 | 7.44% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,508 | 1,063 | 0.0% | 0.0% | 72 | -1,854 | -29.14% | Q4 2025 | Feb 17, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 4,195 | 990 | 0.29% | 0.32% | 73 | -254 | -5.71% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,062 | 958 | 0.0% | 0.0% | 74 | +715 | 21.36% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,999 | 944 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 3,830 | 911 | 0.03% | — | 76 | +3,830 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 3,724 | 878 | 0.0% | 0.0% | 77 | +1,952 | 110.16% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,724 | 878 | 0.0% | 0.0% | 78 | -279 | -6.97% | Q4 2025 | Feb 18, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,715 | 876 | 0.0% | 0.0% | 79 | +44 | 1.2% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 3,669 | 865 | 0.06% | 0.05% | 80 | +242 | 7.06% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,536 | 834 | 0.01% | 0.01% | 81 | +2 | 0.06% | Q4 2025 | Feb 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 3,511 | 828 | 0.41% | 0.41% | 82 | -30 | -0.85% | Q4 2025 | Jan 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,998 | 759 | 0.02% | 0.02% | 83 | +7 | 0.23% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 3,199 | 754 | 0.0% | 0.0% | 84 | +225 | 7.57% | Q4 2025 | Feb 13, 2026 |
| Elm3 Financial Group, LLC | History | New | 3,194 | 753 | 0.62% | — | 85 | +3,194 | New | Q4 2025 | Jan 22, 2026 |
| Belvedere Trading LLC | History | Added to | 3,142 | 741 | 0.0% | 0.0% | 86 | +842 | 36.61% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,000 | 707 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nvest Financial, LLC | History | New | 2,937 | 693 | 0.29% | — | 88 | +2,937 | New | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | No change | 2,921 | 689 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,777 | 655 | 0.48% | 0.51% | 90 | -4 | -0.14% | Q4 2025 | Feb 19, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,631 | 620 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 2,502 | 590 | 0.01% | 0.02% | 92 | -1,199 | -32.4% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 2,399 | 566 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kelsey Financial, LLC | History | New | 2,249 | 530 | 0.46% | — | 94 | +2,249 | New | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 2,190 | 516 | 0.06% | 0.05% | 95 | +466 | 27.03% | Q4 2025 | Feb 03, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 2,165 | 510 | 0.03% | 0.03% | 96 | +6 | 0.28% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,033 | 479 | 0.0% | 0.0% | 97 | +101 | 5.23% | Q4 2025 | Feb 18, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,026 | 478 | 0.01% | 0.01% | 98 | +5 | 0.25% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,021 | 476 | 0.02% | 0.02% | 99 | +356 | 21.38% | Q4 2025 | Feb 05, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 1,874 | 442 | 0.15% | 0.17% | 100 | -151 | -7.46% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,874 | 442 | 0.0% | 0.0% | 101 | -151 | -7.46% | Q4 2025 | Feb 06, 2026 |
| FF Advisors,LLC | History | Reduced | 1,814 | 428 | 0.19% | 0.23% | 102 | -251 | -12.15% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,781 | 420 | 0.01% | 0.01% | 103 | +199 | 12.58% | Q4 2025 | Feb 06, 2026 |
| Kuhn & Co Investment Counsel | History | New | 1,690 | 398 | 0.27% | — | 104 | +1,690 | New | Q4 2025 | Feb 09, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,675 | 395 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,585 | 390 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Kovack Advisors, Inc. | History | New | 1,651 | 389 | 0.02% | — | 107 | +1,651 | New | Q4 2025 | Feb 17, 2026 |
| Excelsior Advisor Network LLC | History | New | 1,645 | 388 | 0.19% | — | 108 | +1,645 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,600 | 377 | 0.35% | — | 109 | +1,600 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,587 | 374 | 0.02% | 0.02% | 110 | -49 | -3.0% | Q4 2025 | Jan 20, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,561 | 368 | 0.11% | 0.1% | 111 | -3 | -0.19% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,558 | 367 | 0.0% | 0.0% | 113 | +515 | 49.38% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,558 | 367 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Embree Financial Group | History | No change | 1,538 | 362 | 0.04% | 0.05% | 114 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,496 | 353 | 0.0% | 0.01% | 115 | -865 | -36.64% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,416 | 334 | 0.0% | 0.0% | 116 | -1 | -0.07% | Q4 2025 | Feb 10, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 1,373 | 324 | 0.01% | 0.01% | 117 | -224 | -14.03% | Q4 2025 | Feb 04, 2026 |
| Valued Retirements, Inc. | History | Added to | 1,375 | 324 | 0.32% | 0.32% | 118 | +1 | 0.07% | Q4 2025 | Feb 09, 2026 |
| CULLINAN ASSOCIATES INC | History | New | 1,323 | 312 | 0.02% | — | 119 | +1,323 | New | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 1,321 | 311 | 0.0% | — | 120 | +1,321 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 1,313 | 309 | 0.0% | 0.0% | 121 | +1 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 1,300 | 306 | 0.0% | — | 122 | +1,300 | New | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 1,300 | 306 | 0.17% | 0.17% | 123 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | No change | 1,296 | 303 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,250 | 294 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,208 | 285 | 0.08% | 0.09% | 126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,142 | 269 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Americana Partners, LLC | History | No change | 1,132 | 267 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,130 | 266 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WRAPMANAGER INC | History | New | 1,123 | 265 | 0.09% | — | 130 | +1,123 | New | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,115 | 263 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | New | 1,092 | 257 | 0.0% | — | 132 | +1,092 | New | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | No change | 1,093 | 257 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 1,089 | 256 | 0.01% | 0.01% | 134 | -337 | -23.63% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | New | 1,082 | 255 | 0.0% | — | 135 | +1,082 | New | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 1,026 | 254 | 0.09% | — | 136 | +1,026 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,058 | 249 | 0.0% | 0.0% | 137 | -2,817 | -72.7% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,054 | 248 | 0.0% | 0.0% | 138 | +121 | 12.97% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,055 | 248 | 0.0% | 0.0% | 139 | +3 | 0.29% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 1,019 | 240 | 0.02% | 0.02% | 140 | +256 | 33.55% | Q4 2025 | Jan 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,007 | 237 | 0.0% | 0.01% | 141 | -968 | -49.01% | Q4 2025 | Feb 05, 2026 |
| Tranquility Partners, LLC | History | No change | 1,003 | 236 | 0.09% | 0.08% | 142 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Freedom, LLC | History | New | 941 | 221 | 0.11% | — | 143 | +941 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 928 | 218 | 0.01% | 0.01% | 144 | +49 | 5.57% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 891 | 210 | 0.0% | 0.0% | 145 | +91 | 11.38% | Q4 2025 | Jan 23, 2026 |
| Peak Financial Management, Inc. | History | No change | 884 | 208 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 867 | 204 | 0.15% | — | 147 | +867 | New | Q4 2025 | Feb 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 864 | 203 | 0.02% | 0.02% | 148 | -19 | -2.15% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 827 | 195 | 0.0% | 0.0% | 149 | +2 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | No change | 776 | 183 | 0.11% | 0.13% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 654 | 154 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 620 | 146 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 603 | 142 | 0.0% | 0.0% | 153 | +141 | 30.52% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 592 | 139 | 0.0% | 0.0% | 154 | +103 | 21.06% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 541 | 127 | 0.0% | — | 155 | +541 | New | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 536 | 126 | 0.03% | 0.04% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Disciplina Capital Management LLC | History | New | 500 | 117 | 0.01% | — | 158 | +500 | New | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 497 | 117 | 0.01% | — | 157 | +497 | New | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 482 | 113 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Centennial Bank/AR/ | History | No change | 416 | 98 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 361 | 85 | 0.0% | 0.0% | 161 | +156 | 76.1% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 300 | 70 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 277 | 65 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 267 | 63 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 232 | 54 | 0.0% | 0.0% | 165 | +4 | 1.75% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 47 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 151 | 35 | 0.0% | 0.0% | 167 | +1 | 0.67% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | No change | 143 | 33 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135 | 31 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 115 | 27 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 112 | 26 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Horizons Wealth Management | History | No change | 102 | 24 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 96 | 22 | 0.0% | 0.0% | 173 | -51 | -34.69% | Q4 2025 | Feb 03, 2026 |
| Coastline Trust Co | History | New | 79 | 18 | 0.0% | — | 174 | +79 | New | Q4 2025 | Jan 05, 2026 |
| MidFirst Bank | History | New | 75 | 17 | 0.0% | — | 175 | +75 | New | Q4 2025 | Feb 25, 2026 |
| CoreCap Advisors, LLC | History | New | 72 | 16 | 0.0% | — | 176 | +72 | New | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | New | 60 | 14 | 0.0% | — | 177 | +60 | New | Q4 2025 | Feb 12, 2026 |
| Eukles Asset Management | History | No change | 57 | 13 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NorthAvenue LLC | History | New | 48 | 11 | 0.01% | — | 179 | +48 | New | Q4 2025 | Apr 02, 2026 |
| Miller Capital Partners, Inc. | History | New | 45 | 10 | 0.01% | — | 180 | +45 | New | Q4 2025 | Feb 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 40 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 25 | 5 | 0.0% | — | 182 | +25 | New | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 19 | 4 | 0.0% | — | 184 | +19 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 14 | 3 | 0.0% | — | 186 | +14 | New | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Reduced | 13 | 3 | 0.0% | 0.0% | 185 | -1 | -7.14% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 14 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Caitlin John, LLC | History | Reduced | 9 | 2 | 0.0% | 0.0% | 188 | -6 | -40.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 5 | 1 | 0.0% | — | 189 | +5 | New | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,033 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -4,015 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -3,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |