VANGUARD SCOTTSDALE FUNDS - VTWV
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 | Added to | 425,733 | 71,191 | 0.01% | 0.0% | 1 | +36,166 | 9.28% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 211,225 | 35,321 | 0.14% | 0.13% | 2 | +4,840 | 2.35% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 198,087 | 33,124 | 0.0% | 0.0% | 3 | +22,810 | 13.01% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 123,761 | 20,695 | 0.1% | 0.08% | 4 | +28,562 | 30.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 117,103 | 19,581 | 0.01% | 0.01% | 5 | +21 | 0.02% | Q1 2026 | May 06, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | New | 97,643 | 16,327 | 1.91% | — | 6 | +97,643 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 95,629 | 15,991 | 0.07% | 0.01% | 7 | +76,898 | 410.54% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 90,857 | 15,193 | 0.03% | 0.03% | 8 | -2,896 | -3.09% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 89,737 | 15,005 | 0.0% | 0.0% | 9 | +7,260 | 8.8% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 83,703 | 13,996 | 0.44% | 0.45% | 10 | -1,988 | -2.32% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,528 | 12,624 | 0.0% | 0.0% | 11 | -1,825 | -2.36% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 71,748 | 11,474 | 0.07% | 0.02% | 12 | +49,636 | 224.48% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,745 | 10,157 | 0.01% | 0.01% | 13 | +1,300 | 2.19% | Q1 2026 | May 15, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 58,233 | 9,737 | 1.86% | 1.8% | 14 | -937 | -1.58% | Q1 2026 | Apr 09, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 55,057 | 9,206 | 0.62% | — | 15 | +55,057 | New | Q1 2026 | May 12, 2026 |
| Financial Advisory Corp | History | Reduced | 50,282 | 8,408 | 1.17% | 1.17% | 16 | -133 | -0.26% | Q1 2026 | Apr 10, 2026 |
| AMG National Trust Bank | History | Added to | 48,749 | 8,151 | 0.18% | 0.17% | 17 | +4,042 | 9.04% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 47,818 | 7,996 | 0.0% | 0.0% | 18 | +7,704 | 19.21% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 45,899 | 7,675 | 0.04% | 0.04% | 19 | -371 | -0.8% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 43,363 | 7,251 | 0.77% | 0.74% | 20 | -131 | -0.3% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 38,538 | 6,444 | 0.0% | 0.0% | 21 | +6,067 | 18.68% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 37,487 | 6,268 | 0.07% | 0.07% | 22 | -425 | -1.12% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 35,820 | 5,989 | 0.02% | 0.02% | 23 | -224 | -0.62% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,612 | 5,620 | 0.01% | 0.01% | 24 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,246 | 5,091 | 0.0% | 0.0% | 25 | +9,177 | 41.58% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 30,183 | 4,917 | 0.75% | 0.62% | 26 | +5,010 | 19.9% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,950 | 4,841 | 0.01% | 0.0% | 27 | +25,860 | 836.89% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 27,098 | 4,531 | 0.03% | 0.03% | 28 | -1,254 | -4.42% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 26,233 | 4,386 | 0.0% | 0.0% | 29 | +1,400 | 5.64% | Q1 2026 | May 13, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 25,324 | 4,234 | 1.06% | 1.55% | 30 | -25 | -0.1% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 24,600 | 4,113 | 0.0% | — | 31 | +24,600 | New | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 24,167 | 4,041 | 0.17% | 0.17% | 32 | +268 | 1.12% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 23,355 | 3,905 | 0.0% | 0.0% | 33 | +312 | 1.35% | Q1 2026 | May 13, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 22,843 | 3,886 | 3.08% | 2.79% | 34 | +84 | 0.37% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 20,741 | 3,468 | 0.0% | 0.0% | 35 | -3,050 | -12.82% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,835 | 3,149 | 0.0% | 0.0% | 36 | +4,467 | 31.09% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 16,829 | 3,061 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,260 | 3,053 | 0.0% | 0.0% | 38 | -941 | -4.9% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 17,352 | 2,901 | 0.0% | 0.0% | 39 | +40 | 0.23% | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | Reduced | 15,926 | 2,663 | 0.36% | 0.38% | 40 | -64 | -0.4% | Q1 2026 | Apr 16, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 15,493 | 2,590 | 0.26% | 0.27% | 41 | -953 | -5.79% | Q1 2026 | May 04, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 14,541 | 2,431 | 0.96% | 0.92% | 42 | -342 | -2.3% | Q1 2026 | Apr 22, 2026 |
| NYL Investors LLC | History | No change | 14,206 | 2,375 | 0.9% | 0.77% | 43 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 14,087 | 2,355 | 0.46% | 0.47% | 44 | -730 | -4.93% | Q1 2026 | May 11, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 14,450 | 2,354 | 1.38% | 1.27% | 45 | +11 | 0.08% | Q1 2026 | Apr 01, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 13,970 | 2,336 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,948 | 2,332 | 0.0% | 0.0% | 47 | -668 | -4.57% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,111 | 2,192 | 0.02% | 0.03% | 48 | +257 | 2.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 12,772 | 2,135 | 0.16% | 0.15% | 49 | +41 | 0.32% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,512 | 2,092 | 0.0% | 0.0% | 50 | +543 | 4.54% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,684 | 1,954 | 0.0% | 0.0% | 51 | +1,803 | 18.25% | Q1 2026 | May 15, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 11,250 | 1,881 | 0.32% | 0.29% | 52 | +630 | 5.93% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 11,185 | 1,870 | 0.12% | 0.12% | 53 | -542 | -4.62% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,998 | 1,839 | 0.02% | 0.02% | 54 | +1,300 | 13.4% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 10,547 | 1,763 | 0.01% | 0.01% | 55 | -98 | -0.92% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,148 | 1,696 | 0.0% | — | 56 | +10,148 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 9,873 | 1,650 | 0.02% | 0.03% | 57 | -1,115 | -10.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,927 | 1,492 | 0.0% | 0.0% | 58 | -624 | -6.53% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,910 | 1,489 | 0.0% | 0.0% | 59 | +800 | 9.86% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,713 | 1,457 | 0.0% | 0.0% | 60 | +184 | 2.16% | Q1 2026 | Apr 30, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 8,449 | 1,412 | 0.12% | 0.12% | 61 | -165 | -1.92% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Reduced | 8,379 | 1,401 | 0.09% | 0.08% | 62 | -78 | -0.92% | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | New | 8,274 | 1,383 | 0.05% | — | 63 | +8,274 | New | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 8,482 | 1,356 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jordan Park Group LLC | History | No change | 8,023 | 1,341 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 7,494 | 1,253 | 0.17% | 0.17% | 66 | -167 | -2.18% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,314 | 1,223 | 0.02% | 0.02% | 67 | +654 | 9.82% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,175 | 1,199 | 0.0% | 0.0% | 68 | -1,941 | -21.29% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,539 | 1,093 | 0.0% | 0.0% | 69 | +84 | 1.3% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Added to | 6,382 | 1,067 | 0.03% | 0.03% | 70 | +113 | 1.8% | Q1 2026 | May 04, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 5,992 | 1,001 | 0.39% | 0.39% | 71 | -16 | -0.27% | Q1 2026 | May 14, 2026 |
| Morangie Management LLC | History | No change | 5,929 | 991 | 0.91% | 0.75% | 72 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McLean Asset Management Corp | History | Reduced | 5,467 | 914 | 0.16% | 0.17% | 73 | -37 | -0.67% | Q1 2026 | Apr 22, 2026 |
| Brooklyn FI, LLC | History | Reduced | 5,279 | 882 | 0.19% | 0.18% | 74 | -58 | -1.09% | Q1 2026 | May 11, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 5,197 | 869 | 0.51% | — | 75 | +5,197 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 4,949 | 827 | 0.0% | 0.0% | 76 | -13 | -0.26% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,892 | 818 | 0.0% | 0.0% | 77 | -290 | -5.6% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 4,329 | 723 | 0.31% | 0.31% | 78 | -65 | -1.48% | Q1 2026 | Apr 16, 2026 |
| Michels Family Financial, LLC | History | Reduced | 4,327 | 723 | 0.52% | 0.51% | 79 | -14 | -0.32% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,244 | 709 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,096 | 684 | 0.01% | 0.0% | 81 | +298 | 7.85% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,080 | 682 | 0.01% | 0.01% | 82 | -512 | -11.15% | Q1 2026 | Apr 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 3,968 | 663 | 0.04% | 0.04% | 83 | +325 | 8.92% | Q1 2026 | Apr 17, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 3,613 | 604 | 0.47% | 0.49% | 84 | -33 | -0.91% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,669 | 603 | 0.0% | 0.0% | 85 | +1,105 | 43.1% | Q1 2026 | May 15, 2026 |
| Kelsey Financial, LLC | History | Reduced | 3,609 | 603 | 0.53% | 0.5% | 86 | -25 | -0.69% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 3,383 | 565 | 0.04% | — | 87 | +3,383 | New | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,349 | 560 | 0.0% | 0.0% | 88 | -63 | -1.85% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,218 | 538 | 0.03% | 0.03% | 89 | -147 | -4.37% | Q1 2026 | Apr 17, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 3,098 | 518 | 0.07% | 0.06% | 90 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,000 | 501 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,856 | 477 | 0.0% | 0.0% | 92 | +10 | 0.35% | Q1 2026 | May 14, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 2,810 | 469 | 0.1% | 0.09% | 93 | -17 | -0.6% | Q1 2026 | Apr 15, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 2,743 | 458 | 0.31% | — | 94 | +2,743 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,694 | 450 | 0.0% | 0.0% | 95 | -3,064 | -53.21% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,641 | 447 | 0.0% | 0.0% | 96 | -1,941 | -42.36% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 2,740 | 446 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 2,658 | 445 | 0.32% | 0.29% | 98 | +9 | 0.34% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,657 | 444 | 0.0% | 0.0% | 99 | -802 | -23.19% | Q1 2026 | May 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 2,650 | 443 | 0.14% | 0.09% | 100 | +80 | 3.11% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | No change | 2,507 | 440 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | New | 2,605 | 435 | 0.0% | — | 102 | +2,605 | New | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,646 | 423 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Curi Capital, LLC | History | No change | 2,528 | 422 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 2,490 | 416 | 0.21% | 0.22% | 105 | +5 | 0.2% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 2,412 | 403 | 0.12% | 0.11% | 106 | +42 | 1.77% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,362 | 395 | 0.01% | 0.01% | 107 | -1,076 | -31.3% | Q1 2026 | Apr 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2,122 | 354 | 0.08% | 0.08% | 108 | -26 | -1.21% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,094 | 350 | 0.0% | 0.0% | 109 | +1,449 | 224.65% | Q1 2026 | May 13, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 2,061 | 344 | 0.14% | 0.18% | 111 | -600 | -22.55% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 2,059 | 344 | 0.03% | 0.03% | 110 | +125 | 6.46% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,050 | 342 | 0.02% | 0.02% | 113 | -354 | -14.73% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,048 | 342 | 0.0% | 0.0% | 112 | +35 | 1.74% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,854 | 341 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | New | 2,024 | 338 | 0.01% | — | 115 | +2,024 | New | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | No change | 2,003 | 334 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,928 | 322 | 0.01% | 0.01% | 117 | -134 | -6.5% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,898 | 317 | 0.0% | 0.0% | 118 | -37 | -1.91% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | No change | 1,874 | 313 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 1,868 | 312 | 0.05% | 0.05% | 120 | -37 | -1.94% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,861 | 311 | 0.0% | 0.0% | 121 | -86 | -4.42% | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | New | 1,693 | 309 | 0.14% | — | 122 | +1,693 | New | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,839 | 307 | 0.0% | 0.0% | 123 | -304 | -14.19% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 1,753 | 293 | 0.27% | 0.3% | 125 | -235 | -11.82% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 1,757 | 293 | 0.01% | 0.01% | 124 | +93 | 5.59% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | No change | 1,738 | 290 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,731 | 289 | 0.0% | 0.0% | 127 | +2 | 0.12% | Q1 2026 | May 05, 2026 |
| FOCUSED ALPHA, LLC | History | New | 1,699 | 284 | 0.09% | — | 128 | +1,699 | New | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,670 | 279 | 0.09% | 0.08% | 129 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Reduced | 1,635 | 273 | 0.0% | 0.0% | 130 | -568 | -25.78% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 1,629 | 272 | 0.05% | — | 131 | +1,629 | New | Q1 2026 | Apr 28, 2026 |
| Portland Global Advisors LLC | History | No change | 1,500 | 250 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 1,449 | 242 | 0.07% | 0.11% | 134 | -973 | -40.17% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 1,451 | 242 | 0.0% | 0.0% | 133 | +165 | 12.83% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,446 | 241 | 0.0% | — | 135 | +1,446 | New | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 1,433 | 239 | 0.0% | 0.0% | 136 | -1,281 | -47.2% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,461 | 233 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,365 | 228 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 1,365 | 228 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LOM Asset Management Ltd | History | No change | 1,362 | 227 | 0.07% | 0.06% | 140 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 1,199 | 221 | 0.05% | — | 141 | +1,199 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,318 | 220 | 0.0% | — | 142 | +1,318 | New | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 1,270 | 212 | 0.0% | — | 143 | +1,270 | New | Q1 2026 | May 15, 2026 |
| CULLINAN ASSOCIATES INC | History | New | 1,265 | 211 | 0.02% | — | 144 | +1,265 | New | Q1 2026 | May 01, 2026 |
| AA Financial Advisors, LLC | History | New | 1,238 | 207 | 0.03% | — | 145 | +1,238 | New | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 1,225 | 204 | 0.0% | 0.0% | 146 | +200 | 19.51% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,153 | 192 | 0.01% | — | 148 | +1,153 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,153 | 192 | 0.0% | 0.0% | 147 | +4 | 0.35% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 1,070 | 178 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 950 | 158 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 888 | 148 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Disciplina Capital Management LLC | History | No change | 860 | 143 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | No change | 829 | 138 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 822 | 137 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 807 | 135 | 0.0% | 0.0% | 155 | +269 | 50.0% | Q1 2026 | Apr 07, 2026 |
| Gleason Group, Inc. | History | Added to | 769 | 128 | 0.01% | 0.01% | 156 | +3 | 0.39% | Q1 2026 | May 04, 2026 |
| Midway Capital Research & Management | History | New | 670 | 112 | 0.11% | — | 157 | +670 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 609 | 101 | 0.0% | 0.0% | 158 | +125 | 25.83% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 600 | 100 | 0.0% | — | 159 | +600 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 465 | 77 | 0.0% | 0.0% | 160 | -75 | -13.89% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | New | 421 | 70 | 0.01% | — | 161 | +421 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 381 | 60 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 339 | 56 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Centennial Bank/AR/ | History | Reduced | 259 | 43 | 0.02% | 0.02% | 164 | -13 | -4.78% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 256 | 42 | 0.0% | — | 165 | +256 | New | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 208 | 34 | 0.0% | — | 167 | +208 | New | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 216 | 34 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 191 | 31 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 159 | 26 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 155 | 25 | 0.0% | — | 170 | +155 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 140 | 23 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | No change | 140 | 23 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 126 | 22 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | No change | 111 | 18 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 100 | 16 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 96 | 16 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CoreFirst Bank & Trust | History | No change | 99 | 15 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | Reduced | 86 | 14 | 0.0% | 0.0% | 179 | -4 | -4.44% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 85 | 14 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 80 | 13 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 55 | 9 | 0.0% | — | 181 | +55 | New | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 51 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 49 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fairscale Capital, LLC | History | No change | 50 | 8 | 0.01% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 42 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 38 | 6 | 0.0% | 0.0% | 187 | +13 | 52.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 40 | 6 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 30 | 5 | 0.0% | 0.0% | 190 | -10 | -25.0% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 33 | 5 | 0.0% | 0.0% | 191 | -4 | -10.81% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 35 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,073 | 4 | 0.0% | 0.0% | 192 | +90 | 2.26% | Q1 2026 | May 15, 2026 |
| Eukles Asset Management | History | Reduced | 15 | 2 | 0.0% | 0.01% | 193 | -100 | -86.96% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | New | 17 | 2 | 0.0% | — | 194 | +17 | New | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 12 | 2 | 0.0% | — | 195 | +12 | New | Q1 2026 | May 08, 2026 |
| COOKE & BIELER LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,510 | -100.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,832 | -100.0% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -303 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -70 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |