VANGUARD SCOTTSDALE FUNDS - VTWO
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 | Reduced | 23,836,224 | 2,387,674 | 0.17% | 0.21% | 1 | -5,685,693 | -19.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 12,813,599 | 1,283,538 | 0.19% | 0.02% | 2 | +11,277,914 | 734.39% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,936,601 | 895,179 | 0.05% | 0.05% | 3 | +125,406 | 1.42% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 6,604,674 | 661,590 | 3.34% | 2.6% | 4 | +2,088,921 | 46.26% | Q1 2026 | May 15, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 6,090 | 610,035 | 6.85% | — | 5 | +6,090 | New | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 5,758,210 | 576,826 | 0.7% | 0.61% | 6 | +497,732 | 9.46% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,197,675 | 412,177 | 0.2% | 0.06% | 7 | +3,220,846 | 329.72% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,740,846 | 374,720 | 0.07% | 0.06% | 8 | +215,661 | 6.12% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,597,245 | 360,335 | 0.1% | 0.02% | 9 | +3,080,859 | 596.62% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,940,701 | 294,570 | 0.03% | 0.04% | 10 | -422,473 | -12.56% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 2,916,172 | 292,113 | 0.41% | 0.83% | 11 | -2,944,778 | -50.24% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,409,944 | 241,404 | 0.05% | 0.01% | 12 | +1,893,459 | 366.6% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,856,387 | 179,642 | 0.01% | 0.01% | 13 | +33,360 | 1.83% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,479,492 | 148,202 | 0.14% | 0.13% | 14 | +30,692 | 2.12% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,266,594 | 126,874 | 0.9% | 0.92% | 15 | +50,470 | 4.15% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 1,071,219 | 107,304 | 0.03% | 0.03% | 16 | +67,820 | 6.76% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 869,900 | 87,137 | 0.07% | 0.06% | 17 | +31,670 | 3.78% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 709,862 | 71,106 | 0.02% | 0.02% | 18 | +66,209 | 10.29% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 688,475 | 68,964 | 0.03% | 0.0% | 19 | +666,563 | 3042.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 680,958 | 68,211 | 0.09% | 0.09% | 20 | +40,044 | 6.25% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 583,657 | 58,846 | 0.01% | 0.01% | 21 | +17,437 | 3.08% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 570,798 | 57,176 | 1.03% | 0.96% | 22 | +55,688 | 10.81% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 537,549 | 53,846 | 1.17% | 0.98% | 23 | +119,997 | 28.74% | Q1 2026 | May 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 502,000 | 50,285 | 0.08% | 0.05% | 24 | +200,000 | 66.23% | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 116,292 | 50,039 | 12.55% | — | 25 | +116,292 | New | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 474,675 | 47,548 | 0.26% | 0.18% | 26 | +129,621 | 37.57% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 427,634 | 42,835 | 1.93% | 2.04% | 27 | -33,972 | -7.36% | Q1 2026 | Apr 21, 2026 |
| CSM Advisors, LLC | History | Added to | 379,911 | 38,058 | 0.94% | 0.98% | 28 | +18,159 | 5.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 355,278 | 35,589 | 0.01% | 0.0% | 29 | +54,335 | 18.05% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 317,000 | 31,753 | 0.24% | 0.22% | 30 | +45,284 | 16.67% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 282,158 | 28,263 | 0.15% | 0.16% | 31 | +1,372 | 0.49% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 276,952 | 27,742 | 0.08% | 0.09% | 32 | -44,696 | -13.9% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 275,000 | 27,546 | 0.01% | 0.02% | 33 | -253,965 | -48.01% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 274,867 | 27,533 | 0.07% | 0.06% | 34 | -1,085 | -0.39% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 273,187 | 27,365 | 0.76% | 0.62% | 35 | +46,426 | 20.47% | Q1 2026 | Apr 21, 2026 |
| Nuveen, LLC | History | Added to | 238,272 | 23,867 | 0.01% | 0.01% | 36 | +22,592 | 10.47% | Q1 2026 | Apr 30, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 229,942 | 23,033 | 2.39% | 2.49% | 37 | -1,621 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 221,199 | 22,157 | 0.02% | 0.02% | 38 | +1,539 | 0.7% | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 202,789 | 20,313 | 1.93% | 1.85% | 39 | +9,629 | 4.98% | Q1 2026 | Apr 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 202,159 | 20,250 | 0.11% | 1.09% | 40 | -2,907,666 | -93.5% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 199,774 | 20,011 | 0.04% | 0.03% | 41 | +19,377 | 10.74% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 190,787 | 19,111 | 0.01% | 0.01% | 42 | +4,895 | 2.63% | Q1 2026 | May 07, 2026 |
| S. R. Schill & Associates | History | Reduced | 190,532 | 19,085 | 12.89% | 16.02% | 43 | -37,509 | -16.45% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 178,002 | 18,380 | 0.02% | 0.02% | 44 | -25,394 | -12.49% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 181,525 | 18,187 | 0.03% | 0.03% | 45 | -9,204 | -4.83% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 162,705 | 16,298 | 0.34% | 0.35% | 46 | -6,619 | -3.91% | Q1 2026 | May 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 161,753 | 16,202 | 0.8% | 0.82% | 47 | -5,699 | -3.4% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 155,241 | 15,550 | 0.02% | 0.02% | 48 | -898 | -0.58% | Q1 2026 | Apr 27, 2026 |
| Brandywine Asset Management, Inc. | History | Reduced | 147,440 | 15,032 | 11.93% | 10.93% | 49 | -500 | -0.34% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 149,385 | 14,963 | 0.91% | 0.93% | 50 | -1,908 | -1.26% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 149,096 | 14,935 | 0.02% | 0.01% | 51 | +54,743 | 58.02% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 146,804 | 14,705 | 0.97% | 0.89% | 52 | -4,984 | -3.28% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 146,494 | 14,674 | 0.01% | 0.01% | 53 | -3,305 | -2.21% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 142,813 | 14,305 | 3.7% | 3.63% | 54 | +631 | 0.44% | Q1 2026 | Apr 08, 2026 |
| Fusion Capital, LLC | History | Added to | 140,223 | 14,046 | 3.79% | 3.54% | 55 | +13,877 | 10.98% | Q1 2026 | May 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 139,356 | 13,959 | 3.81% | 4.11% | 56 | +1,095 | 0.79% | Q1 2026 | Apr 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 132,675 | 13,203 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 131,800 | 13,202 | 0.06% | 0.06% | 58 | -3,080 | -2.28% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 131,377 | 13,160 | 0.04% | 0.03% | 59 | -10,488 | -7.39% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 129,636 | 12,985 | 0.01% | 0.01% | 60 | +6,050 | 4.9% | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 122,559 | 12,276 | 0.0% | 0.0% | 61 | +19,097 | 18.46% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 121,144 | 12,134 | 0.02% | 0.02% | 62 | -5,891 | -4.64% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 119,862 | 12,006 | 0.05% | 0.04% | 63 | +2,878 | 2.46% | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 114,924 | 11,511 | 1.03% | 0.94% | 64 | +13,393 | 13.19% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 114,697 | 11,489 | 0.43% | 0.42% | 65 | +231 | 0.2% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 108,634 | 10,881 | 1.07% | 1.06% | 66 | +2,549 | 2.4% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 108,177 | 10,836 | 0.06% | 0.01% | 67 | +100,984 | 1403.92% | Q1 2026 | May 15, 2026 |
| Fairfield University | History | New | 105,648 | 10,582 | 5.3% | — | 68 | +105,648 | New | Q1 2026 | May 11, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 104,059 | 10,423 | 0.98% | 0.92% | 69 | +727 | 0.7% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 103,256 | 10,343 | 0.0% | 0.0% | 70 | +89,216 | 635.44% | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 103,508 | 10,301 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 100,000 | 10,017 | 0.37% | 0.33% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 93,231 | 9,278 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Western Trust Bank | History | Added to | 92,356 | 9,251 | 0.47% | 0.43% | 74 | +5,453 | 6.27% | Q1 2026 | May 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 92,299 | 9,245 | 0.59% | 0.59% | 75 | +5 | 0.01% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 91,497 | 9,160 | 0.02% | 0.01% | 76 | +16,316 | 21.7% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 89,914 | 9,007 | 0.01% | 0.07% | 77 | -543,049 | -85.79% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 88,902 | 8,905 | 0.01% | 0.01% | 78 | +6,742 | 8.21% | Q1 2026 | May 12, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 87,765 | 8,791 | 1.33% | 1.28% | 79 | +3,309 | 3.92% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 87,709 | 8,785 | 0.02% | 0.0% | 80 | +85,256 | 3475.58% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 86,438 | 8,602 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 85,134 | 8,527 | 6.99% | 7.54% | 82 | +1,650 | 1.98% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 87,534 | 8,489 | 0.01% | 0.01% | 83 | -4,457 | -4.85% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 82,735 | 8,287 | 0.02% | 0.02% | 84 | +2,585 | 3.23% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 84,606 | 8,200 | 0.25% | 0.28% | 85 | -11,051 | -11.55% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 79,971 | 8,010 | 0.02% | 0.02% | 86 | -12,014 | -13.06% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 77,846 | 7,797 | 0.04% | 0.01% | 87 | +60,355 | 345.06% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 77,394 | 7,752 | 0.02% | — | 88 | +77,394 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 77,269 | 7,740 | 0.04% | 0.04% | 89 | -1,528 | -1.94% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,330 | 7,693 | 0.07% | 0.08% | 90 | +3,120 | 4.26% | Q1 2026 | Apr 07, 2026 |
| ALLIANZ SE | History | New | 76,000 | 7,612 | 0.08% | — | 91 | +76,000 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 74,783 | 7,491 | 0.01% | 0.01% | 92 | -3,910 | -4.97% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,548 | 7,467 | 0.03% | 0.03% | 93 | +10,865 | 17.06% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 74,375 | 7,450 | 2.13% | 0.08% | 94 | +72,248 | 3396.71% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 74,375 | 7,450 | 2.13% | 2.15% | 95 | +4,548 | 6.51% | Q1 2026 | May 13, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 73,017 | 7,314 | 1.63% | 1.48% | 96 | +6,860 | 10.37% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Consulting LLC | History | New | 72,957 | 7,308 | 5.23% | — | 97 | +72,957 | New | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Added to | 71,993 | 7,211 | 0.09% | 0.09% | 98 | +4,190 | 6.18% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 70,784 | 7,090 | 0.68% | 0.53% | 99 | +17,816 | 33.64% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 70,454 | 7,057 | 0.11% | 0.14% | 100 | +1,233 | 1.78% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,000 | 7,011 | 0.0% | 0.0% | 101 | -69,584 | -49.85% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 68,620 | 6,873 | 0.0% | 0.0% | 102 | -28,273 | -29.18% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 68,130 | 6,824 | 0.0% | 0.0% | 103 | +14,280 | 26.52% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 67,152 | 6,726 | 0.01% | 0.01% | 104 | -1,587 | -2.31% | Q1 2026 | May 14, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 66,923 | 6,703 | 2.38% | 2.32% | 105 | +271 | 0.41% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 65,473 | 6,558 | 0.02% | 0.02% | 106 | -3,425 | -4.97% | Q1 2026 | Apr 30, 2026 |
| Rathbones Group PLC | History | Reduced | 64,984 | 6,509 | 0.03% | 0.03% | 107 | -4,386 | -6.32% | Q1 2026 | May 12, 2026 |
| Brooklyn FI, LLC | History | Added to | 60,872 | 6,097 | 1.28% | 1.27% | 108 | +1,332 | 2.24% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Reduced | 59,205 | 5,930 | 0.69% | 0.71% | 109 | -3,035 | -4.88% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Added to | 57,906 | 5,800 | 1.73% | 1.55% | 110 | +8,613 | 17.47% | Q1 2026 | Apr 20, 2026 |
| LJI Wealth Management, LLC | History | Added to | 57,868 | 5,796 | 0.93% | 0.87% | 111 | +650 | 1.14% | Q1 2026 | May 04, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 55,514 | 5,560 | 1.92% | 1.92% | 112 | -135 | -0.24% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 55,162 | 5,525 | 0.03% | 0.06% | 113 | -40,370 | -42.26% | Q1 2026 | May 05, 2026 |
| Austin Private Wealth, LLC | History | No change | 55,410 | 5,514 | 0.41% | 0.41% | 114 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 52,834 | 5,292 | 0.02% | 0.01% | 115 | +19,731 | 59.6% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 52,684 | 5,277 | 0.0% | 0.0% | 116 | -418 | -0.79% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 51,842 | 5,193 | 0.01% | 0.01% | 117 | -62 | -0.12% | Q1 2026 | May 15, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 44,163 | 4,936 | 4.63% | 4.43% | 118 | +1,471 | 3.45% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 49,198 | 4,928 | 0.06% | 0.05% | 119 | +2,283 | 4.87% | Q1 2026 | Apr 16, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 49,175 | 4,925 | 0.27% | 0.26% | 120 | -252 | -0.51% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 48,681 | 4,876 | 2.0% | 1.92% | 121 | -229 | -0.47% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 48,351 | 4,843 | 0.0% | 0.0% | 122 | -2,941 | -5.73% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 47,768 | 4,784 | 0.01% | 0.0% | 123 | +16,100 | 50.84% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 47,100 | 4,718 | 0.0% | 0.0% | 124 | +30,400 | 182.04% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 46,767 | 4,684 | 0.11% | 0.12% | 125 | -3,771 | -7.46% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 46,015 | 4,609 | 0.0% | 0.0% | 126 | +13,163 | 40.07% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 44,913 | 4,498 | 3.09% | 2.73% | 127 | +6,482 | 16.87% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 44,761 | 4,483 | 0.01% | 0.01% | 128 | +7,567 | 20.34% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 44,405 | 4,448 | 0.02% | 0.02% | 129 | +289 | 0.66% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 44,345 | 4,442 | 0.05% | 0.06% | 130 | +169 | 0.38% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 43,457 | 4,353 | 0.01% | 0.01% | 131 | +2,503 | 6.11% | Q1 2026 | May 05, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 40,550 | 4,061 | 2.26% | 2.21% | 132 | -482 | -1.17% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 40,470 | 4,053 | 0.25% | 0.24% | 133 | +3,517 | 9.52% | Q1 2026 | Apr 27, 2026 |
| Brucke Financial, Inc. | History | Reduced | 40,427 | 4,049 | 2.05% | 2.33% | 134 | -2,446 | -5.71% | Q1 2026 | Apr 10, 2026 |
| Fortis Group Advisors, LLC | History | New | 35,079 | 3,940 | 0.65% | — | 136 | +35,079 | New | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 39,324 | 3,940 | 0.02% | 0.02% | 135 | +4,197 | 11.95% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,464 | 3,904 | 0.01% | 0.01% | 137 | +2,548 | 7.09% | Q1 2026 | Apr 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 38,373 | 3,843 | 0.03% | 0.02% | 138 | +10,079 | 35.62% | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | Reduced | 38,012 | 3,807 | 0.88% | 1.37% | 139 | -21,011 | -35.6% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 36,681 | 3,674 | 0.23% | 0.18% | 140 | -1,540 | -4.03% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,244 | 3,630 | 0.02% | 0.01% | 141 | +4,732 | 15.02% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,982 | 3,604 | 0.0% | 0.0% | 142 | +1,850 | 5.42% | Q1 2026 | May 14, 2026 |
| Fire Capital Management LLC | History | Added to | 34,302 | 3,436 | 1.61% | 1.61% | 143 | +1,776 | 5.46% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 33,938 | 3,399 | 0.15% | 0.15% | 144 | +597 | 1.79% | Q1 2026 | May 05, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 33,334 | 3,339 | 2.15% | 2.03% | 145 | +2,479 | 8.03% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | Added to | 33,287 | 3,334 | 1.09% | 1.13% | 146 | +1,020 | 3.16% | Q1 2026 | Apr 20, 2026 |
| Westshore Wealth, LLC | History | No change | 33,483 | 3,332 | 1.1% | 1.1% | 147 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| CIBC Bancorp USA Inc. | History | New | 33,550 | 3,330 | 0.0% | — | 148 | +33,550 | New | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,939 | 3,299 | 0.05% | 0.04% | 149 | +9 | 0.03% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Reduced | 32,859 | 3,291 | 0.03% | 0.04% | 150 | -9,309 | -22.08% | Q1 2026 | May 11, 2026 |
| Aspen Grove Capital, LLC | History | No change | 32,722 | 3,277 | 0.64% | 0.56% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,846 | 3,190 | 0.04% | 0.02% | 152 | +13,469 | 73.29% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,584 | 3,163 | 0.01% | 0.0% | 153 | +7,556 | 31.45% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Added to | 31,371 | 3,142 | 0.21% | 0.11% | 154 | +2,546 | 8.83% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,278 | 3,133 | 0.02% | 0.03% | 155 | +1,106 | 3.67% | Q1 2026 | Apr 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 30,923 | 3,097 | 0.18% | 0.17% | 156 | +1,899 | 6.54% | Q1 2026 | Apr 30, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 30,872 | 3,092 | 0.67% | 0.64% | 157 | +40 | 0.13% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Added to | 30,810 | 3,086 | 0.25% | 0.02% | 158 | +28,708 | 1365.75% | Q1 2026 | Apr 16, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 30,481 | 3,053 | 0.6% | 0.63% | 159 | -1,429 | -4.48% | Q1 2026 | May 11, 2026 |
| SMART Wealth LLC | History | Added to | 29,459 | 2,950 | 0.86% | 0.64% | 160 | +8,374 | 39.72% | Q1 2026 | Apr 23, 2026 |
| Foster Group, Inc. | History | Reduced | 29,108 | 2,915 | 0.09% | 0.09% | 161 | -2,349 | -7.47% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 28,411 | 2,845 | 0.44% | 0.47% | 162 | -889 | -3.03% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 28,336 | 2,838 | 0.66% | 0.6% | 163 | +2,111 | 8.05% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 27,403 | 2,744 | 0.02% | 0.02% | 164 | +53 | 0.19% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 27,315 | 2,736 | 0.0% | 0.0% | 165 | -2,028 | -6.91% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27,240 | 2,728 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McLean Asset Management Corp | History | Reduced | 26,769 | 2,681 | 0.47% | 0.56% | 167 | -2,480 | -8.48% | Q1 2026 | Apr 22, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 26,538 | 2,658 | 0.93% | 0.8% | 168 | +2,275 | 9.38% | Q1 2026 | Apr 20, 2026 |
| SoundView Advisors Inc. | History | Reduced | 26,493 | 2,653 | 0.94% | 0.95% | 169 | -1,009 | -3.67% | Q1 2026 | May 01, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 26,048 | 2,609 | 0.52% | 0.63% | 170 | -4,128 | -13.68% | Q1 2026 | May 08, 2026 |
| Francis Financial, Inc. | History | No change | 25,882 | 2,592 | 0.48% | 0.5% | 171 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 25,780 | 2,582 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 25,613 | 2,565 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 25,098 | 2,514 | 0.05% | 0.05% | 174 | -357 | -1.4% | Q1 2026 | May 07, 2026 |
| GWN SECURITIES INC. | History | Added to | 25,082 | 2,512 | 0.48% | 0.5% | 175 | +356 | 1.44% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 24,587 | 2,462 | 0.0% | 0.0% | 176 | -492 | -1.96% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 24,339 | 2,436 | 0.18% | 0.14% | 177 | +922 | 3.94% | Q1 2026 | May 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,198 | 2,408 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 23,711 | 2,375 | 0.15% | 0.16% | 179 | -530 | -2.19% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Reduced | 23,528 | 2,356 | 0.03% | 0.05% | 180 | -16,213 | -40.8% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 23,655 | 2,354 | 0.0% | 0.0% | 181 | +13,586 | 134.93% | Q1 2026 | May 15, 2026 |
| Wernau Asset Management Inc. | History | Added to | 23,441 | 2,348 | 1.64% | 1.23% | 182 | +570 | 2.49% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Added to | 23,332 | 2,337 | 1.54% | 1.23% | 183 | +10,864 | 87.14% | Q1 2026 | May 07, 2026 |
| TICINO WEALTH | History | Reduced | 19,371 | 2,317 | 0.81% | 0.75% | 184 | -1,072 | -5.24% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,455 | 2,249 | 0.05% | 0.04% | 185 | +912 | 4.23% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 22,054 | 2,209 | 0.0% | 0.0% | 186 | -1,097 | -4.74% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Reduced | 22,059 | 2,209 | 0.25% | 0.25% | 187 | -31 | -0.14% | Q1 2026 | Apr 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 21,756 | 2,179 | 0.25% | 0.25% | 188 | +31 | 0.14% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 21,593 | 2,162 | 0.49% | 0.55% | 189 | -1,477 | -6.4% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 21,491 | 2,152 | 0.01% | 0.01% | 190 | -688 | -3.1% | Q1 2026 | May 13, 2026 |
| Southland Equity Partners LLC | History | Added to | 21,452 | 2,148 | 0.42% | 0.05% | 191 | +18,998 | 774.16% | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 21,054 | 2,108 | 0.11% | 0.1% | 192 | +1,689 | 8.72% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 20,743 | 2,077 | 0.1% | 0.17% | 193 | -15,376 | -42.57% | Q1 2026 | Apr 17, 2026 |
| Forum Finance Group S.A. | History | New | 25,388 | 2,069 | 1.12% | — | 194 | +25,388 | New | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,732 | 2,063 | 0.15% | 0.15% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,497 | 2,053 | 0.04% | 0.05% | 196 | -3,335 | -13.99% | Q1 2026 | Apr 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 20,403 | 2,043 | 0.0% | 0.0% | 197 | -317 | -1.53% | Q1 2026 | May 06, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 19,914 | 1,994 | 0.25% | 0.3% | 198 | -5,423 | -21.4% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,748 | 1,976 | 0.0% | 0.0% | 199 | -3,753 | -15.97% | Q1 2026 | May 14, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 19,455 | 1,948 | 0.59% | 0.54% | 200 | +3,505 | 21.97% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 19,367 | 1,939 | 0.0% | 0.0% | 201 | +10,335 | 114.43% | Q1 2026 | May 12, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 19,336 | 1,936 | 0.51% | 0.56% | 202 | -1,283 | -6.22% | Q1 2026 | May 12, 2026 |
| PFW Advisors LLC | History | No change | 19,247 | 1,927 | 0.61% | 0.58% | 203 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FineMark National Bank & Trust | History | No change | 19,230 | 1,913 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | No change | 19,216 | 1,912 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 18,850 | 1,888 | 0.39% | 0.38% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,359 | 1,838 | 0.01% | 0.01% | 207 | -2,265 | -10.98% | Q1 2026 | May 05, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 17,558 | 1,758 | 0.23% | 0.23% | 208 | -298 | -1.67% | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | Reduced | 17,500 | 1,752 | 0.15% | 0.18% | 209 | -74 | -0.42% | Q1 2026 | Apr 08, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 17,438 | 1,746 | 0.24% | 0.23% | 210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,300 | 1,732 | 0.8% | 0.7% | 211 | +1,124 | 6.95% | Q1 2026 | May 04, 2026 |
| Violich Capital Management, Inc. | History | No change | 17,000 | 1,702 | 0.2% | 0.19% | 212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 16,613 | 1,664 | 0.22% | 0.23% | 213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 16,583 | 1,661 | 0.56% | 0.59% | 214 | -1,187 | -6.68% | Q1 2026 | May 05, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 16,487 | 1,651 | 1.11% | 1.14% | 215 | +1,240 | 8.13% | Q1 2026 | Apr 16, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 16,182 | 1,620 | 0.73% | 0.76% | 216 | -608 | -3.62% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,994 | 1,602 | 0.0% | 0.0% | 217 | -25,799 | -61.73% | Q1 2026 | May 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,853 | 1,588 | 0.53% | 0.57% | 218 | +103 | 0.65% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | New | 15,737 | 1,576 | 0.03% | — | 219 | +15,737 | New | Q1 2026 | May 06, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 15,580 | 1,560 | 0.19% | 0.19% | 220 | -100 | -0.64% | Q1 2026 | May 14, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 15,569 | 1,559 | 0.47% | 0.48% | 221 | +2,271 | 17.08% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,563 | 1,558 | 0.02% | 0.02% | 222 | +1,483 | 10.53% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 15,526 | 1,555 | 0.01% | 0.01% | 223 | +5,093 | 48.82% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,836 | 1,532 | 0.06% | 0.03% | 224 | +9,057 | 133.6% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 15,208 | 1,523 | 0.07% | 0.07% | 225 | +1,173 | 8.36% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,008 | 1,503 | 0.03% | 0.02% | 226 | +2,367 | 18.72% | Q1 2026 | Apr 10, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 14,881 | 1,490 | 0.28% | 0.29% | 227 | -682 | -4.38% | Q1 2026 | Apr 09, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 14,865 | 1,489 | 0.16% | 0.15% | 228 | +700 | 4.94% | Q1 2026 | May 08, 2026 |
| Fischer Financial Services, Inc. | History | No change | 14,716 | 1,474 | 0.5% | 0.39% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 14,496 | 1,452 | 0.14% | 0.15% | 230 | -753 | -4.94% | Q1 2026 | Apr 29, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 14,450 | 1,447 | 0.0% | 0.0% | 231 | -1,056 | -6.81% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 14,540 | 1,447 | 0.13% | 0.13% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 14,131 | 1,415 | 0.0% | 0.0% | 233 | +924 | 7.0% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Added to | 14,070 | 1,409 | 0.4% | 0.36% | 234 | +1,477 | 11.73% | Q1 2026 | May 06, 2026 |
| Red Tortoise LLC | History | Added to | 14,026 | 1,404 | 0.58% | 0.58% | 235 | +254 | 1.84% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,731 | 1,376 | 0.02% | 0.02% | 236 | +398 | 2.99% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 13,684 | 1,370 | 0.01% | 0.01% | 237 | -9 | -0.07% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,425 | 1,342 | 0.02% | 0.0% | 238 | +10,991 | 451.56% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 12,848 | 1,286 | 0.05% | 0.05% | 240 | +1,005 | 8.49% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 12,848 | 1,286 | 0.1% | 0.1% | 239 | +141 | 1.11% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 12,804 | 1,282 | 0.13% | 0.14% | 241 | -731 | -5.4% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,490 | 1,251 | 0.05% | 0.04% | 242 | +301 | 2.47% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 12,490 | 1,251 | 0.16% | 0.18% | 243 | +301 | 2.47% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 12,388 | 1,240 | 0.02% | 0.02% | 244 | -1,254 | -9.19% | Q1 2026 | May 11, 2026 |
| NCM Capital Management, LLC | History | No change | 12,328 | 1,234 | 0.44% | 0.45% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gainplan LLC | History | Added to | 12,132 | 1,215 | 0.91% | 0.42% | 246 | +805 | 7.11% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,061 | 1,204 | 0.01% | 0.0% | 247 | +4,977 | 70.26% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 11,881 | 1,190 | 0.02% | 0.02% | 248 | -817 | -6.43% | Q1 2026 | Apr 21, 2026 |
| Navigate Wealth Management, LLC | History | New | 10,629 | 1,179 | 0.83% | — | 249 | +10,629 | New | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,688 | 1,170 | 0.03% | 0.03% | 250 | +256 | 2.24% | Q1 2026 | May 11, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 11,595 | 1,161 | 1.03% | 0.94% | 251 | +31 | 0.27% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 11,512 | 1,153 | 0.45% | 0.47% | 252 | -57 | -0.49% | Q1 2026 | Apr 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 11,130 | 1,114 | 0.6% | 0.65% | 253 | -656 | -5.57% | Q1 2026 | May 14, 2026 |
| Legacy Advisors, LLC | History | Reduced | 11,067 | 1,108 | 0.13% | 0.12% | 254 | -110 | -0.98% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | New | 11,057 | 1,107 | 0.03% | — | 255 | +11,057 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 11,041 | 1,105 | 0.03% | 0.01% | 256 | +7,448 | 207.29% | Q1 2026 | May 04, 2026 |
| Capital Square, LLC | History | Added to | 9,889 | 1,105 | 0.51% | 0.4% | 257 | +2,014 | 25.57% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 10,889 | 1,090 | 0.0% | 0.0% | 258 | -1,327 | -10.86% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 10,860 | 1,087 | 0.08% | 0.1% | 259 | -2,056 | -15.92% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 10,844 | 1,086 | 0.14% | 0.13% | 260 | +911 | 9.17% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,820 | 1,083 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,690 | 1,070 | 0.05% | 0.05% | 262 | +423 | 4.12% | Q1 2026 | Apr 23, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 10,613 | 1,063 | 0.14% | 0.12% | 263 | +1,595 | 17.69% | Q1 2026 | May 04, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 10,305 | 1,032 | 0.03% | — | 264 | +10,305 | New | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,274 | 1,029 | 0.01% | 0.01% | 265 | +133 | 1.31% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 10,175 | 1,019 | 0.06% | 0.07% | 266 | -2,202 | -17.79% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,079 | 1,009 | 0.06% | 0.03% | 267 | +5,279 | 109.98% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,026 | 1,004 | 0.02% | 0.01% | 268 | +2,892 | 40.54% | Q1 2026 | May 07, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,000 | 1,001 | 0.1% | 0.09% | 269 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 9,990 | 1,000 | 0.09% | 0.09% | 270 | +560 | 5.94% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,584 | 960 | 0.0% | 0.0% | 271 | +2,386 | 33.15% | Q1 2026 | May 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 9,514 | 953 | 0.55% | 0.56% | 272 | -414 | -4.17% | Q1 2026 | Apr 29, 2026 |
| Flower City Capital | History | Reduced | 9,476 | 949 | 0.48% | 0.48% | 273 | -30 | -0.32% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,452 | 946 | 0.01% | 0.01% | 274 | +174 | 1.88% | Q1 2026 | Apr 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 9,400 | 941 | 0.0% | — | 275 | +9,400 | New | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 9,345 | 938 | 0.03% | 0.07% | 276 | +4,981 | 114.14% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 9,353 | 936 | 0.02% | 0.02% | 277 | +140 | 1.52% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 9,319 | 933 | 0.01% | — | 278 | +9,319 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 9,216 | 923 | 0.01% | 0.01% | 279 | -289 | -3.04% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,205 | 916 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPWM LLC | History | Added to | 9,113 | 912 | 0.23% | 0.18% | 281 | +1,899 | 26.32% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 9,080 | 909 | 0.02% | 0.02% | 282 | -121 | -1.32% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,001 | 902 | 0.03% | 0.03% | 283 | +89 | 1.0% | Q1 2026 | Apr 21, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,954 | 896 | 0.32% | 0.31% | 284 | +722 | 8.77% | Q1 2026 | May 11, 2026 |
| Legacy Bridge, LLC | History | Added to | 8,862 | 887 | 0.34% | 0.32% | 285 | +930 | 11.72% | Q1 2026 | May 14, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 8,842 | 885 | 0.21% | 0.2% | 286 | +5 | 0.06% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 8,804 | 881 | 0.13% | — | 287 | +8,804 | New | Q1 2026 | May 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 8,719 | 873 | 0.41% | 0.48% | 288 | -1,444 | -14.21% | Q1 2026 | May 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 8,561 | 857 | 0.21% | 0.18% | 289 | +1,000 | 13.23% | Q1 2026 | Apr 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 8,541 | 855 | 0.17% | — | 290 | +8,541 | New | Q1 2026 | Apr 28, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 8,508 | 852 | 0.29% | 0.34% | 291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,493 | 850 | 0.01% | 0.01% | 292 | +2,150 | 33.9% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 8,337 | 835 | 0.0% | 0.0% | 293 | +1,857 | 28.66% | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Reduced | 8,336 | 835 | 0.11% | 0.13% | 294 | -409 | -4.68% | Q1 2026 | Apr 16, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 8,315 | 832 | 0.12% | 0.12% | 295 | +3 | 0.04% | Q1 2026 | May 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 8,185 | 819 | 0.17% | 0.17% | 296 | -16 | -0.2% | Q1 2026 | Apr 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 8,170 | 818 | 0.08% | 0.08% | 297 | +1,264 | 18.3% | Q1 2026 | Apr 30, 2026 |
| GK Wealth Management LLC | History | New | 8,396 | 812 | 0.71% | — | 299 | +8,396 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 8,396 | 812 | 0.71% | 0.78% | 298 | +46 | 0.55% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,969 | 798 | 0.01% | 0.01% | 300 | +1,616 | 25.44% | Q1 2026 | May 15, 2026 |