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 | No change | 418,871 | 81,864 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 287,799 | 56,247 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 204,471 | 39,961 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 120,264 | 23,504 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 117,898 | 23,042 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 98,687 | 19,287 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 97,643 | 19,083 | 2.23% | 2.23% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 95,396 | 18,644 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 86,298 | 16,866 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 91,791 | 16,644 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 82,247 | 16,074 | 0.43% | 0.43% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 68,522 | 13,397 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 67,143 | 13,122 | 0.79% | 0.79% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 59,430 | 11,615 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 57,957 | 11,327 | 1.93% | 1.93% | 15 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMG National Trust Bank | History | No change | 55,783 | 10,902 | 0.22% | 0.22% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Advisory Corp | History | No change | 50,160 | 9,803 | 1.3% | 1.3% | 17 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 46,658 | 9,118 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 42,835 | 8,371 | 0.74% | 0.74% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 41,836 | 8,176 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 37,908 | 7,408 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,847 | 6,605 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 32,275 | 6,307 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 28,883 | 5,644 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 26,233 | 5,126 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 26,196 | 5,119 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 25,801 | 5,042 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 25,540 | 4,991 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PW Nova Financial Services LLC | History | No change | 25,260 | 4,936 | 1.06% | 1.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtue Capital Management, LLC | History | No change | 25,100 | 4,905 | 0.65% | 0.65% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zhang Financial LLC | History | No change | 21,923 | 4,284 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,883 | 4,081 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 19,788 | 3,867 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | No change | 18,520 | 3,619 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,241 | 3,565 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 17,352 | 3,391 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 16,981 | 3,318 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 16,829 | 3,289 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rodgers & Associates, LTD | History | No change | 15,359 | 3,001 | 0.27% | 0.27% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Phoenix Wealth Advisors | History | No change | 15,218 | 2,974 | 1.0% | 1.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allegheny Financial Group | History | No change | 15,129 | 2,956 | 0.31% | 0.31% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 14,800 | 2,892 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,211 | 2,777 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NYL Investors LLC | History | No change | 14,206 | 2,776 | 1.06% | 1.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 14,040 | 2,743 | 0.49% | 0.49% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 13,970 | 2,730 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 14,536 | 2,685 | 1.37% | 1.43% | 47 | +173 | 1.2% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 13,113 | 2,562 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 12,736 | 2,489 | 0.17% | 0.17% | 49 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,343 | 2,412 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,903 | 2,326 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 11,666 | 2,279 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,557 | 2,258 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 11,250 | 2,198 | 0.34% | 0.34% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,547 | 2,061 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 9,381 | 1,833 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 9,152 | 1,788 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,927 | 1,744 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,846 | 1,728 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 8,393 | 1,640 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roundview Capital LLC | History | No change | 8,379 | 1,637 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NICOLET BANKSHARES INC | History | No change | 7,893 | 1,542 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 7,494 | 1,464 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,436 | 1,453 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jordan Park Group LLC | History | No change | 6,789 | 1,326 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,650 | 1,299 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,380 | 1,246 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morangie Management LLC | History | No change | 5,929 | 1,158 | 0.96% | 0.96% | 68 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | No change | 5,624 | 1,099 | 0.57% | 0.57% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wrenne Financial Planning LLC | History | No change | 5,544 | 1,083 | 0.37% | 0.37% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McLean Asset Management Corp | History | No change | 5,464 | 1,065 | 0.14% | 0.14% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 5,324 | 1,040 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 5,318 | 1,039 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brooklyn FI, LLC | History | No change | 5,279 | 1,034 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 4,523 | 884 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 4,448 | 869 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Michels Family Financial, LLC | History | No change | 4,296 | 839 | 0.54% | 0.54% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,244 | 829 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IVC Wealth Advisors LLC | History | No change | 4,194 | 819 | 0.32% | 0.32% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,103 | 801 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 4,094 | 800 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,055 | 792 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 3,713 | 725 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Retirement Advice LLC | History | No change | 3,613 | 706 | 0.48% | 0.48% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,415 | 667 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,406 | 666 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kelsey Financial, LLC | History | No change | 3,231 | 631 | 0.48% | 0.48% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,212 | 627 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,173 | 620 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 3,098 | 605 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,000 | 586 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,856 | 558 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 2,800 | 547 | 0.35% | 0.35% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 2,765 | 540 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 2,742 | 535 | 0.18% | 0.18% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 2,740 | 534 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 2,668 | 521 | 0.33% | 0.33% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,666 | 520 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOM Asset Management Ltd | History | No change | 2,600 | 508 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Curi Capital, LLC | History | No change | 2,528 | 494 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Note Advisors, LLC | History | No change | 2,527 | 493 | 0.21% | 0.21% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,508 | 490 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,285 | 446 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,228 | 435 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 2,230 | 432 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,094 | 409 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,018 | 403 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | No change | 2,060 | 402 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vawter Financial, Ltd. | History | No change | 2,061 | 402 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 2,049 | 400 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,052 | 398 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,020 | 394 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,964 | 383 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | No change | 1,965 | 381 | 0.17% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 1,945 | 380 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,898 | 371 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 1,903 | 371 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,854 | 367 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 1,874 | 366 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 1,868 | 365 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,861 | 363 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| First Western Trust Bank | History | No change | 1,738 | 339 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,733 | 338 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,697 | 331 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,670 | 326 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,665 | 325 | 0.26% | 0.26% | 126 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Quantinno Capital Management LP | History | No change | 1,628 | 318 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freedom Investment Management, Inc. | History | No change | 1,596 | 312 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYON CAPITAL LLC | History | No change | 1,590 | 310 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 1,500 | 293 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 1,481 | 289 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 1,426 | 278 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,365 | 266 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 1,365 | 266 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 1,348 | 266 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 1,332 | 260 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,326 | 259 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,318 | 257 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,307 | 255 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 1,270 | 248 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 1,238 | 242 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANCE WEALTH, LLC | History | No change | 1,228 | 240 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,129 | 220 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 1,129 | 220 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 1,114 | 217 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 1,070 | 209 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | No change | 1,033 | 201 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 950 | 185 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 888 | 173 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 875 | 171 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 808 | 157 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Disciplina Capital Management LLC | History | No change | 802 | 156 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gleason Group, Inc. | History | No change | 772 | 150 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | No change | 765 | 149 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 757 | 147 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midway Capital Research & Management | History | No change | 670 | 130 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 609 | 119 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 541 | 105 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 435 | 84 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | No change | 421 | 82 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 383 | 74 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 339 | 66 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 224 | 43 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 208 | 40 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 191 | 37 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 186 | 36 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centennial Bank/AR/ | History | No change | 184 | 35 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | New | 182 | 34 | 0.0% | — | 168 | +182 | New | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 159 | 31 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 140 | 27 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 140 | 27 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 126 | 24 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 111 | 21 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 110 | 21 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 95 | 18 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 96 | 17 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Triumph Capital Management | History | No change | 86 | 16 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 80 | 15 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 50 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | No change | 48 | 9 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fairscale Capital, LLC | History | No change | 50 | 9 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 42 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 39 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 35 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 34 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 33 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 15 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 16 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Eukles Asset Management | History | No change | 15 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard National Trust Co | History | No change | 12 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |