VANGUARD SCOTTSDALE FUNDS - VTWV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 389,567 | 62,303 | 0.0% | 0.0% | 1 | +11,282 | 2.98% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 206,385 | 33,007 | 0.13% | — | 2 | +206,385 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 175,277 | 28,032 | 0.0% | 0.0% | 3 | +3,607 | 2.1% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 117,082 | 18,724 | 0.01% | 0.01% | 4 | -9,751 | -7.69% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 95,199 | 15,225 | 0.08% | 0.06% | 5 | +21,235 | 28.71% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 93,753 | 14,993 | 0.03% | 0.03% | 6 | -293 | -0.31% | Q4 2025 | Mar 16, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 85,691 | 13,704 | 0.45% | 0.44% | 7 | -591 | -0.68% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 82,477 | 13,190 | 0.0% | 0.0% | 8 | +48,138 | 140.18% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 77,353 | 12,348 | 0.0% | 0.0% | 9 | -1,486 | -1.88% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 59,445 | 9,507 | 0.01% | 0.01% | 10 | +1,695 | 2.94% | Q4 2025 | Feb 17, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 59,170 | 9,463 | 1.8% | 1.8% | 11 | +183 | 0.31% | Q4 2025 | Jan 21, 2026 |
| Financial Advisory Corp | History | Reduced | 50,415 | 8,062 | 1.17% | 1.2% | 12 | -2,012 | -3.84% | Q4 2025 | Jan 27, 2026 |
| Savant Capital, LLC | History | Reduced | 46,270 | 7,400 | 0.04% | 0.05% | 13 | -1,858 | -3.86% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 44,707 | 7,149 | 0.17% | 0.16% | 14 | +2,448 | 5.79% | Q4 2025 | Jan 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 43,494 | 6,955 | 0.74% | 0.71% | 15 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 40,114 | 6,415 | 0.0% | 0.0% | 16 | +1,095 | 2.81% | Q4 2025 | Feb 18, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 37,912 | 6,063 | 0.07% | 0.07% | 17 | -332 | -0.87% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,044 | 5,764 | 0.02% | 0.03% | 18 | +285 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,613 | 5,375 | 0.01% | 0.01% | 19 | -601 | -1.76% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 32,471 | 5,193 | 0.0% | 0.0% | 20 | +847 | 2.68% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 28,352 | 4,534 | 0.03% | 0.03% | 21 | +1,244 | 4.59% | Q4 2025 | Feb 17, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 25,173 | 4,055 | 0.62% | 0.56% | 22 | -44,486 | -63.86% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 24,833 | 3,971 | 0.0% | 0.0% | 23 | -100 | -0.4% | Q4 2025 | Feb 11, 2026 |
| Brandywine Asset Management, Inc. | History | New | 22,759 | 3,965 | 2.79% | — | 24 | +22,759 | New | Q4 2025 | Feb 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 23,899 | 3,822 | 0.17% | 0.16% | 25 | +75 | 0.31% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 23,791 | 3,804 | 0.0% | 0.0% | 26 | +2,136 | 9.86% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 23,043 | 3,685 | 0.0% | 0.0% | 27 | +4,527 | 24.45% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,112 | 3,536 | 0.02% | 0.03% | 28 | +133 | 0.61% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,069 | 3,529 | 0.0% | 0.0% | 29 | -1,647 | -6.94% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,201 | 3,070 | 0.0% | 0.0% | 30 | -379 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 18,731 | 2,995 | 0.01% | 0.0% | 31 | +13,987 | 294.84% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 17,312 | 2,768 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 16,829 | 2,691 | 0.04% | 0.03% | 33 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 16,446 | 2,630 | 0.27% | 0.27% | 34 | -291 | -1.74% | Q4 2025 | Jan 22, 2026 |
| Allegheny Financial Group | History | Added to | 15,990 | 2,557 | 0.38% | 0.46% | 35 | +315 | 2.01% | Q4 2025 | Feb 02, 2026 |
| Phoenix Wealth Advisors | History | Added to | 14,883 | 2,380 | 0.92% | 0.89% | 36 | +20 | 0.13% | Q4 2025 | Jan 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 14,817 | 2,369 | 0.47% | 0.48% | 37 | -59 | -0.4% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,616 | 2,337 | 0.0% | 0.0% | 38 | -605 | -3.97% | Q4 2025 | Feb 17, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 14,439 | 2,309 | 1.27% | 1.2% | 39 | +318 | 2.25% | Q4 2025 | Jan 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,368 | 2,297 | 0.0% | 0.0% | 40 | +2,279 | 18.85% | Q4 2025 | Feb 10, 2026 |
| NYL Investors LLC | History | Added to | 14,206 | 2,271 | 0.77% | 0.41% | 41 | +6,235 | 78.22% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | New | 13,970 | 2,234 | 0.01% | — | 42 | +13,970 | New | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,854 | 2,055 | 0.03% | 0.03% | 43 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 12,731 | 2,036 | 0.15% | 0.15% | 44 | +682 | 5.66% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,969 | 1,914 | 0.0% | 0.0% | 45 | +1,866 | 18.47% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 11,727 | 1,875 | 0.12% | 0.12% | 46 | +469 | 4.17% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 10,988 | 1,757 | 0.03% | 0.03% | 47 | -2,614 | -19.22% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,645 | 1,702 | 0.01% | 0.01% | 48 | +593 | 5.9% | Q4 2025 | Feb 17, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 10,620 | 1,698 | 0.29% | 0.31% | 49 | -630 | -5.6% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,881 | 1,580 | 0.0% | — | 50 | +9,881 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,698 | 1,551 | 0.02% | 0.02% | 51 | +941 | 10.75% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 9,551 | 1,527 | 0.0% | 0.0% | 52 | -1,277 | -11.79% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 9,116 | 1,457 | 0.0% | 0.0% | 53 | -1,099 | -10.76% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 8,614 | 1,377 | 0.12% | 0.11% | 54 | +561 | 6.97% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,529 | 1,364 | 0.0% | 0.0% | 55 | +122 | 1.45% | Q4 2025 | Feb 05, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 8,482 | 1,356 | 0.15% | 0.16% | 56 | +261 | 3.17% | Q4 2025 | Feb 12, 2026 |
| Roundview Capital LLC | History | No change | 8,457 | 1,352 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,110 | 1,297 | 0.0% | 0.0% | 58 | +82 | 1.02% | Q4 2025 | Feb 13, 2026 |
| Jordan Park Group LLC | History | No change | 8,023 | 1,283 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 7,661 | 1,225 | 0.17% | 0.18% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COOKE & BIELER LP | History | New | 7,510 | 1,201 | 0.01% | — | 61 | +7,510 | New | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,660 | 1,064 | 0.02% | 0.02% | 62 | -229 | -3.32% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,455 | 1,032 | 0.0% | 0.0% | 63 | +352 | 5.77% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 6,269 | 1,002 | 0.03% | 0.03% | 64 | -23 | -0.37% | Q4 2025 | Jan 30, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 6,008 | 960 | 0.39% | 0.4% | 65 | +31 | 0.52% | Q4 2025 | Feb 10, 2026 |
| Morangie Management LLC | History | No change | 5,929 | 948 | 0.75% | 0.8% | 66 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| McLean Asset Management Corp | History | Reduced | 5,504 | 939 | 0.17% | 0.18% | 67 | -65 | -1.17% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,758 | 920 | 0.0% | — | 68 | +5,758 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Added to | 5,337 | 853 | 0.18% | 0.17% | 69 | +532 | 11.07% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | No change | 5,182 | 823 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 4,962 | 793 | 0.0% | 0.0% | 71 | +165 | 3.44% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,582 | 759 | 0.0% | 0.0% | 72 | +195 | 4.44% | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | Added to | 4,592 | 734 | 0.01% | 0.01% | 73 | +20 | 0.44% | Q4 2025 | Feb 02, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 4,394 | 702 | 0.31% | 0.3% | 74 | +142 | 3.34% | Q4 2025 | Jan 16, 2026 |
| Michels Family Financial, LLC | History | Added to | 4,341 | 694 | 0.51% | 0.53% | 75 | +6 | 0.14% | Q4 2025 | Feb 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,244 | 678 | 0.0% | 0.0% | 76 | -435 | -9.3% | Q4 2025 | Feb 12, 2026 |
| Clear Retirement Advice LLC | History | New | 3,646 | 636 | 0.49% | — | 78 | +3,646 | New | Q4 2025 | Feb 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,983 | 636 | 0.0% | 0.0% | 77 | +756 | 23.43% | Q4 2025 | Feb 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,798 | 607 | 0.0% | 0.0% | 79 | +9 | 0.24% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 3,643 | 582 | 0.04% | 0.04% | 80 | -305 | -7.73% | Q4 2025 | Jan 20, 2026 |
| Kelsey Financial, LLC | History | New | 3,634 | 581 | 0.5% | — | 81 | +3,634 | New | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,459 | 553 | 0.0% | 0.0% | 82 | +335 | 10.72% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,438 | 549 | 0.01% | 0.01% | 83 | +14 | 0.41% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,412 | 546 | 0.0% | 0.0% | 84 | -277 | -7.51% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,365 | 538 | 0.03% | 0.03% | 85 | +345 | 11.42% | Q4 2025 | Jan 20, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 3,098 | 495 | 0.06% | 0.07% | 86 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,090 | 494 | 0.0% | 0.0% | 87 | +134 | 4.53% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,000 | 479 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,846 | 455 | 0.0% | 0.0% | 89 | -5,821 | -67.16% | Q4 2025 | Feb 13, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 2,827 | 452 | 0.09% | 0.09% | 90 | +2 | 0.07% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 2,740 | 441 | 0.01% | — | 91 | +2,740 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 2,714 | 434 | 0.0% | — | 92 | +2,714 | New | Q4 2025 | Feb 13, 2026 |
| Note Advisors, LLC | History | Reduced | 2,485 | 433 | 0.22% | 0.23% | 93 | -8 | -0.32% | Q4 2025 | Feb 18, 2026 |
| Vawter Financial, Ltd. | History | No change | 2,661 | 425 | 0.18% | 0.19% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | New | 2,649 | 424 | 0.29% | — | 95 | +2,649 | New | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,646 | 423 | 0.03% | 0.03% | 96 | +14 | 0.53% | Q4 2025 | Feb 18, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 2,570 | 411 | 0.09% | 0.13% | 97 | +14 | 0.55% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,564 | 410 | 0.0% | 0.0% | 98 | +222 | 9.48% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 2,528 | 404 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | No change | 2,507 | 400 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 2,422 | 387 | 0.11% | 0.12% | 101 | -21 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,404 | 384 | 0.02% | 0.02% | 102 | -20 | -0.83% | Q4 2025 | Feb 05, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 2,370 | 379 | 0.11% | 0.1% | 103 | +1 | 0.04% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 2,203 | 352 | 0.0% | — | 104 | +2,203 | New | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2,148 | 343 | 0.08% | 0.09% | 105 | -80 | -3.59% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,143 | 342 | 0.0% | 0.0% | 106 | -442 | -17.1% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,062 | 329 | 0.01% | 0.0% | 107 | +279 | 15.65% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,854 | 323 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,013 | 321 | 0.0% | 0.0% | 109 | -40 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,003 | 320 | 0.0% | 0.0% | 110 | +100 | 5.25% | Q4 2025 | Mar 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,988 | 317 | 0.3% | — | 111 | +1,988 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,947 | 311 | 0.0% | 0.0% | 112 | -38 | -1.91% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,935 | 309 | 0.0% | — | 114 | +1,935 | New | Q4 2025 | Feb 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,934 | 309 | 0.03% | 0.03% | 113 | +19 | 0.99% | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 1,905 | 304 | 0.05% | 0.05% | 115 | -54 | -2.76% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | No change | 1,874 | 299 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,832 | 292 | 0.0% | — | 117 | +1,832 | New | Q4 2025 | Feb 12, 2026 |
| First Western Trust Bank | History | No change | 1,738 | 277 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,729 | 276 | 0.0% | 0.0% | 119 | +8 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,670 | 267 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Portland Global Advisors LLC | History | Reduced | 1,500 | 239 | 0.03% | 0.04% | 121 | -600 | -28.57% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 1,461 | 233 | 0.0% | 0.0% | 122 | -31 | -2.08% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,365 | 218 | 0.0% | — | 123 | +1,365 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,365 | 218 | 0.01% | — | 124 | +1,365 | New | Q4 2025 | Feb 12, 2026 |
| LOM Asset Management Ltd | History | New | 1,362 | 217 | 0.06% | — | 125 | +1,362 | New | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | New | 1,286 | 205 | 0.0% | — | 126 | +1,286 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,149 | 183 | 0.0% | 0.0% | 127 | +6 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | No change | 1,070 | 171 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 1,025 | 163 | 0.0% | 0.0% | 129 | +85 | 9.04% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 950 | 151 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 888 | 141 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Disciplina Capital Management LLC | History | New | 860 | 137 | 0.02% | — | 132 | +860 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 829 | 132 | 0.0% | — | 133 | +829 | New | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | No change | 822 | 131 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gleason Group, Inc. | History | Added to | 766 | 122 | 0.01% | 0.01% | 135 | +4 | 0.52% | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 645 | 103 | 0.0% | — | 136 | +645 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 540 | 86 | 0.0% | 0.0% | 137 | -65 | -10.74% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 538 | 86 | 0.0% | 0.0% | 138 | +2 | 0.37% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 484 | 77 | 0.0% | 0.0% | 139 | +30 | 6.61% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 381 | 60 | 0.0% | 0.0% | 140 | +12 | 3.25% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 339 | 54 | 0.04% | — | 141 | +339 | New | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 303 | 48 | 0.05% | — | 142 | +303 | New | Q4 2025 | Feb 12, 2026 |
| Centennial Bank/AR/ | History | No change | 272 | 43 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 216 | 34 | 0.0% | — | 144 | +216 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 191 | 30 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | New | 159 | 25 | 0.0% | — | 146 | +159 | New | Q4 2025 | Jan 13, 2026 |
| MidFirst Bank | History | New | 140 | 22 | 0.0% | — | 148 | +140 | New | Q4 2025 | Feb 25, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 140 | 22 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 126 | 21 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Eukles Asset Management | History | No change | 115 | 18 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | No change | 111 | 17 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | No change | 100 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 96 | 15 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 99 | 15 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 90 | 14 | 0.0% | — | 155 | +90 | New | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 85 | 13 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 80 | 12 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 70 | 11 | 0.01% | — | 158 | +70 | New | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 51 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 49 | 7 | 0.0% | 0.0% | 160 | -5 | -9.26% | Q4 2025 | Jan 16, 2026 |
| Fairscale Capital, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 40 | 6 | 0.0% | — | 165 | +40 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 42 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 40 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 37 | 5 | 0.0% | 0.0% | 167 | -50 | -57.47% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 35 | 5 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 25 | 3 | 0.0% | 0.0% | 168 | +2 | 8.7% | Q4 2025 | Jan 26, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -2,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Root Financial Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |