VANGUARD INDEX FUNDS - VV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 19,222,366 | 6,468,209 | 2.59% | 2.59% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 12,039,581 | 4,140,532 | 2.42% | 2.42% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 6,543,317 | 2,250,312 | 14.72% | 14.72% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 4,072,987 | 1,400,740 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,017,275 | 1,381,581 | 0.64% | 0.64% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,831,461 | 973,767 | 0.52% | 0.52% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,733,000 | 939,907 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 2,712,195 | 932,751 | 50.24% | 50.24% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,469,480 | 849,278 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,259,085 | 776,922 | 0.39% | 0.39% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,875,177 | 644,892 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,515,972 | 521,358 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,507,023 | 518,280 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,451,904 | 499,324 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,429,481 | 491,612 | 3.64% | 3.64% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthquest Corp | History | No change | 1,272,808 | 437,731 | 27.61% | 27.61% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,017,512 | 349,932 | 12.66% | 12.66% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,014,136 | 348,771 | 5.55% | 5.55% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 901,199 | 309,870 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 831,081 | 285,816 | 0.83% | 0.83% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 792,396 | 272,514 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 783,877 | 267,467 | 23.55% | 23.55% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 777,376 | 267,347 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 734,110 | 252,467 | 0.49% | 0.49% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 626,682 | 215,522 | 1.61% | 1.61% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 582,014 | 200,143 | 0.21% | 0.21% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 530,162 | 182,328 | 1.0% | 1.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 526,292 | 180,996 | 0.65% | 0.65% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 524,913 | 180,522 | 2.3% | 2.3% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 522,651 | 179,745 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 519,808 | 178,767 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James J. Burns & Company, LLC | History | No change | 484,908 | 166,765 | 18.06% | 18.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 456,076 | 156,849 | 2.97% | 2.97% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 456,076 | 156,849 | 2.6% | 2.6% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 440,838 | 151,608 | 1.9% | 1.9% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 440,832 | 151,606 | 2.79% | 2.79% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 438,403 | 150,771 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mason & Associates, LLC | History | No change | 434,857 | 149,551 | 31.12% | 31.12% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | No change | 434,122 | 149,298 | 4.7% | 4.7% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Garde Capital, Inc. | History | No change | 430,875 | 148,182 | 6.64% | 6.64% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 416,066 | 143,089 | 0.49% | 0.49% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 396,398 | 136,325 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 387,417 | 133,236 | 4.98% | 4.98% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 376,197 | 132,364 | 10.45% | 10.07% | 44 | -910 | -0.24% | Q3 2026 | Oct 05, 2026 |
| Ballentine Partners, LLC | History | No change | 378,686 | 130,233 | 1.59% | 1.59% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 354,534 | 121,927 | 0.2% | 0.2% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 350,637 | 120,587 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 344,334 | 118,420 | 0.15% | 0.15% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Truepoint, Inc. | History | No change | 339,923 | 116,902 | 2.44% | 2.44% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 335,445 | 115,363 | 4.13% | 4.13% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 324,748 | 110,808 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MilWealth Group LLC | History | No change | 301,376 | 103,646 | 22.1% | 22.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 300,897 | 103,481 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | No change | 300,000 | 103,173 | 1.0% | 1.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 293,637 | 100,984 | 0.21% | 0.21% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 271,224 | 93,276 | 4.34% | 4.34% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 263,572 | 90,662 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | No change | 256,630 | 88,257 | 0.34% | 0.34% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 254,810 | 87,631 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 248,686 | 85,525 | 1.62% | 1.62% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 225,906 | 77,691 | 1.18% | 1.18% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Point Inc. | History | No change | 220,883 | 75,963 | 6.45% | 6.45% | 62 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cerity Partners LLC | History | No change | 211,164 | 72,621 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 197,038 | 67,763 | 1.3% | 1.3% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 194,320 | 66,828 | 5.66% | 5.66% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 194,273 | 66,812 | 13.9% | 13.9% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRB Wealth Management, LLC | History | No change | 190,058 | 65,362 | 8.7% | 8.7% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 189,661 | 65,226 | 0.54% | 0.54% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Addis & Hill, Inc | History | No change | 187,371 | 64,438 | 35.51% | 35.51% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sunflower Bank, N.A. | History | No change | 185,626 | 63,838 | 15.26% | 15.26% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 181,940 | 62,571 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 181,619 | 62,460 | 16.25% | 16.25% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Planning Navigators CORP | History | No change | 180,597 | 62,109 | 23.25% | 23.25% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kathmere Capital Management, LLC | History | No change | 174,662 | 60,068 | 3.18% | 3.18% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 171,408 | 58,949 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 166,932 | 57,409 | 15.25% | 15.25% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Acropolis Investment Management, LLC | History | No change | 165,136 | 56,791 | 2.24% | 2.24% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 164,122 | 56,443 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 162,359 | 55,836 | 0.98% | 0.98% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 150,637 | 51,805 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 149,692 | 51,480 | 0.31% | 0.31% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Betterment LLC | History | No change | 147,169 | 50,613 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 147,058 | 50,574 | 6.66% | 6.66% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JMG Financial Group, Ltd. | History | No change | 145,565 | 50,061 | 1.21% | 1.21% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATUREFD, LLC | History | No change | 143,737 | 49,432 | 0.66% | 0.66% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 133,158 | 45,908 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 133,137 | 45,787 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 129,676 | 44,596 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 127,473 | 43,839 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 126,528 | 43,514 | 0.55% | 0.55% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 123,599 | 42,506 | 17.7% | 17.7% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 117,749 | 40,495 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 116,422 | 40,038 | 0.35% | 0.35% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 114,745 | 39,462 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 112,873 | 38,818 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCS Capital Management LLC | History | No change | 112,499 | 38,689 | 0.37% | 0.37% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 111,841 | 38,463 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 109,988 | 37,825 | 1.38% | 1.38% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Latigo Investments, LLC | History | No change | 108,982 | 37,480 | 16.7% | 16.7% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 106,130 | 36,499 | 2.02% | 2.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 103,393 | 35,557 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arbor Wealth Management LLC\AZ | History | No change | 99,704 | 34,289 | 30.47% | 30.47% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 97,994 | 33,701 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 97,339 | 33,475 | 1.98% | 1.98% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 94,428 | 32,475 | 3.51% | 3.51% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Miller Investment Management, LP | History | No change | 90,501 | 31,124 | 2.84% | 2.84% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 88,001 | 30,264 | 2.47% | 2.47% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 87,869 | 30,219 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Abound Wealth Management | History | No change | 87,540 | 30,105 | 5.97% | 5.97% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nordwand Advisors, LLC | History | No change | 86,950 | 29,902 | 4.58% | 4.58% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SFAM, LLC | History | No change | 86,648 | 29,799 | 24.31% | 24.31% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,041 | 29,246 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James Reed Financial Services, Inc. | History | No change | 84,597 | 29,093 | 22.21% | 22.21% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 83,248 | 28,629 | 0.34% | 0.34% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADVOCATE GROUP LLC | History | No change | 82,307 | 28,306 | 4.26% | 4.26% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 81,738 | 28,110 | 4.05% | 4.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 80,088 | 27,543 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 79,977 | 27,520 | 0.15% | 0.15% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 79,239 | 27,251 | 3.16% | 3.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 78,984 | 27,163 | 4.91% | 4.91% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 78,507 | 26,987 | 0.11% | 0.11% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 75,712 | 26,038 | 0.26% | 0.26% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 75,027 | 25,802 | 1.95% | 1.95% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 72,462 | 24,920 | 2.41% | 2.41% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 71,475 | 24,581 | 0.27% | 0.27% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 70,907 | 24,385 | 0.24% | 0.24% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verus Financial Partners, Inc. | History | No change | 70,316 | 24,182 | 2.07% | 2.07% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 70,246 | 24,158 | 0.24% | 0.24% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 70,189 | 24,138 | 11.18% | 11.18% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 69,093 | 23,761 | 0.26% | 0.26% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wheelhouse Advisory Group LLC | History | No change | 69,009 | 23,732 | 6.7% | 6.7% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 68,968 | 23,718 | 1.41% | 1.41% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 66,504 | 22,871 | 8.43% | 8.43% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Equity Management | History | No change | 66,322 | 22,808 | 7.66% | 7.66% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 66,226 | 22,775 | 9.61% | 9.61% | 135 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 64,323 | 22,632 | 16.46% | 16.35% | 136 | +5,071 | 8.56% | Q3 2026 | Oct 05, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 64,964 | 22,341 | 11.68% | 11.68% | 137 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 63,953 | 21,994 | 1.18% | 1.18% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Architects, LLC | History | No change | 62,994 | 21,664 | 1.71% | 1.71% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | No change | 62,926 | 21,640 | 3.87% | 3.87% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 59,560 | 20,483 | 1.26% | 1.26% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 59,000 | 20,316 | 0.38% | 0.38% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 57,575 | 19,800 | 2.51% | 2.51% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Northern Capital Management, Inc. | History | No change | 57,163 | 19,659 | 8.38% | 8.38% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farrell Financial LLC | History | No change | 55,599 | 19,121 | 10.34% | 10.34% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PROFFITT & GOODSON INC | History | No change | 55,299 | 19,017 | 2.61% | 2.61% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 55,237 | 18,996 | 0.28% | 0.28% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 51,906 | 18,389 | 0.35% | 0.35% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madison Asset Management, LLC | History | No change | 53,398 | 18,364 | 0.22% | 0.22% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 53,392 | 18,361 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 53,307 | 18,332 | 2.03% | 2.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smithfield Trust Co | History | No change | 53,178 | 18,288 | 0.73% | 0.73% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IF Advisors, LLC | History | No change | 53,135 | 18,273 | 12.01% | 12.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,058 | 18,247 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 50,574 | 17,795 | 0.48% | 0.51% | 155 | -434 | -0.85% | Q3 2026 | Oct 02, 2026 |
| Horizons Wealth Management | History | New | 49,911 | 17,561 | 10.95% | — | 156 | +49,911 | New | Q3 2026 | Oct 05, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 51,059 | 17,559 | 3.23% | 3.23% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blueprint Investment Partners LLC | History | No change | 50,748 | 17,452 | 1.46% | 1.46% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 50,692 | 17,433 | 1.94% | 1.94% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 49,813 | 17,133 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 49,798 | 17,128 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 52,882 | 17,113 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 49,491 | 17,020 | 2.17% | 2.17% | 163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Integris Wealth Management, LLC | History | No change | 49,080 | 16,878 | 3.41% | 3.41% | 164 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HEADINVEST, LLC | History | No change | 49,037 | 16,864 | 3.15% | 3.15% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 48,958 | 16,837 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 48,648 | 16,730 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 48,108 | 16,544 | 3.3% | 3.3% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Intergy Private Wealth, LLC | History | No change | 48,026 | 16,516 | 3.81% | 3.81% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 48,206 | 16,448 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 47,644 | 16,385 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 47,631 | 16,380 | 0.38% | 0.38% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Biltmore Family Office, LLC | History | No change | 46,994 | 16,161 | 2.12% | 2.12% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 47,559 | 16,138 | 1.01% | 1.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 46,557 | 16,011 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 46,353 | 15,941 | 1.61% | 1.61% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 45,800 | 15,751 | 4.68% | 4.68% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 45,639 | 15,681 | 1.65% | 1.65% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Procyon Advisors, LLC | History | No change | 45,127 | 15,519 | 0.67% | 0.67% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Idaho Trust Co | History | No change | 44,948 | 15,457 | 4.52% | 4.52% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 44,883 | 15,435 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destination Wealth Management | History | No change | 44,692 | 15,370 | 0.36% | 0.36% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEYWISE, INC. | History | No change | 44,629 | 15,348 | 5.73% | 5.73% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 44,218 | 15,207 | 0.17% | 0.17% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 43,793 | 15,060 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Daner Wealth Management, LLC | History | No change | 41,989 | 15,046 | 8.16% | 8.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Financial Partners, LLC | History | No change | 43,665 | 15,016 | 3.94% | 3.94% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 43,422 | 14,933 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 43,096 | 14,821 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fusion Family Wealth, LLC | History | No change | 42,544 | 14,631 | 0.97% | 0.97% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 42,368 | 14,570 | 0.11% | 0.11% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 41,328 | 14,213 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 41,064 | 14,122 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Planning LLC | History | No change | 40,666 | 13,985 | 4.07% | 4.07% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 39,538 | 13,597 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 39,489 | 13,580 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | No change | 39,369 | 13,539 | 0.25% | 0.25% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 39,285 | 13,510 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | No change | 38,862 | 13,510 | 0.37% | 0.37% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN ADVISORY INC | History | No change | 39,280 | 13,508 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 39,003 | 13,413 | 1.18% | 1.18% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venture Visionary Partners LLC | History | No change | 38,940 | 13,391 | 0.37% | 0.37% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 38,548 | 13,256 | 1.73% | 1.73% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 38,389 | 13,202 | 7.44% | 7.44% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tarbox Family Office, Inc. | History | No change | 38,385 | 13,201 | 1.89% | 1.89% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 37,690 | 12,961 | 1.99% | 1.99% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 36,449 | 12,535 | 2.35% | 2.35% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 35,686 | 12,273 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 35,323 | 12,147 | 0.7% | 0.7% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gibson Capital, LLC | History | No change | 35,064 | 12,058 | 1.98% | 1.98% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 34,602 | 11,900 | 0.34% | 0.34% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plancorp, LLC | History | No change | 34,485 | 11,896 | 0.29% | 0.29% | 212 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 34,519 | 11,871 | 0.88% | 0.88% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 34,384 | 11,824 | 0.96% | 0.96% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Advisors Network LLC | History | No change | 34,200 | 11,761 | 0.54% | 0.54% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 33,923 | 11,739 | 0.12% | 0.12% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,088 | 11,723 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | No change | 33,585 | 11,549 | 1.31% | 1.31% | 218 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 32,990 | 11,345 | 0.42% | 0.42% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 32,349 | 11,125 | 1.48% | 1.48% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ledyard National Bank | History | No change | 32,155 | 11,058 | 0.89% | 0.89% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 31,752 | 10,921 | 3.52% | 3.52% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 31,716 | 10,907 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 31,672 | 10,892 | 0.11% | 0.11% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | No change | 31,624 | 10,889 | 0.15% | 0.15% | 225 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 31,576 | 10,859 | 0.2% | 0.2% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Downshift Financial, LLC | History | No change | 31,347 | 10,780 | 4.84% | 4.84% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 30,557 | 10,508 | 0.29% | 0.29% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAYPORT, LLC | History | No change | 29,933 | 10,294 | 1.6% | 1.6% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 29,828 | 10,258 | 1.53% | 1.53% | 230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balentine LLC | History | No change | 29,665 | 10,201 | 0.36% | 0.36% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 29,277 | 10,068 | 0.68% | 0.68% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NWAM LLC | History | No change | 29,272 | 10,066 | 0.5% | 0.5% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ironwood Financial, llc | History | No change | 28,751 | 9,918 | 1.55% | 1.55% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 28,600 | 9,835 | 0.21% | 0.21% | 235 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 28,465 | 9,789 | 4.61% | 4.61% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 28,157 | 9,683 | 0.35% | 0.35% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Councilor Wealth, LLC | History | No change | 27,871 | 9,585 | 3.88% | 3.88% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 27,548 | 9,473 | 0.53% | 0.53% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 27,074 | 9,310 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orin Green Financial, LLC | History | No change | 26,876 | 9,242 | 3.41% | 3.41% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Redwood Family Wealth LLC | History | No change | 26,786 | 9,212 | 8.08% | 8.08% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 26,574 | 9,139 | 0.22% | 0.22% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Texas Yale Capital Corp. | History | No change | 26,567 | 9,136 | 0.2% | 0.2% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 26,354 | 9,063 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CacheTech Inc. | History | No change | 26,112 | 8,980 | 1.45% | 1.45% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fairway Wealth LLC | History | No change | 25,840 | 8,886 | 2.03% | 2.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 49,025 | 8,845 | 0.19% | 0.19% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sherry Group, Inc. | History | No change | 25,838 | 8,799 | 8.59% | 8.59% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 25,180 | 8,659 | 0.28% | 0.28% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Soundwatch Capital LLC | History | No change | 25,068 | 8,621 | 0.96% | 0.96% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 24,826 | 8,537 | 1.98% | 1.98% | 252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Glenview Trust Co | History | No change | 24,392 | 8,388 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BESSEMER GROUP INC | History | No change | 24,356 | 8,377 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Adams Wealth Management | History | No change | 24,209 | 8,325 | 1.59% | 1.59% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 24,114 | 8,292 | 0.32% | 0.32% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRON PARTNERS, LLC | History | No change | 24,063 | 8,275 | 3.18% | 3.18% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 24,050 | 8,271 | 0.32% | 0.32% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 23,734 | 8,162 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simmons Bank | History | No change | 23,708 | 8,153 | 0.47% | 0.47% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 23,699 | 8,150 | 0.89% | 0.89% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 23,502 | 8,083 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Capital Management, LLC | History | No change | 23,303 | 8,014 | 1.17% | 1.17% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,141 | 7,958 | 0.13% | 0.13% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,821 | 7,848 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 22,444 | 7,718 | 0.46% | 0.46% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 22,382 | 7,697 | 0.51% | 0.51% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marietta Wealth Management, LLC | History | No change | 22,363 | 7,690 | 0.79% | 0.79% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 22,271 | 7,659 | 0.37% | 0.37% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | No change | 22,069 | 7,589 | 1.26% | 1.26% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,966 | 7,554 | 0.16% | 0.16% | 271 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Red Wave Investments LLC | History | No change | 21,827 | 7,506 | 1.91% | 1.91% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 21,610 | 7,431 | 0.13% | 0.13% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 21,436 | 7,372 | 0.63% | 0.63% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 21,357 | 7,344 | 2.02% | 2.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Human Investing LLC | History | No change | 21,133 | 7,267 | 0.94% | 0.94% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modera Wealth Management, LLC | History | No change | 21,073 | 7,247 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTRUST BANK NA | History | No change | 20,736 | 7,131 | 0.53% | 0.53% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 20,716 | 7,124 | 0.62% | 0.62% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pioneer Wealth Management Group | History | No change | 20,475 | 7,041 | 1.7% | 1.7% | 280 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 20,220 | 6,953 | 0.28% | 0.28% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 20,004 | 6,879 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 19,934 | 6,855 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneAscent Financial Services LLC | History | No change | 19,871 | 6,833 | 0.33% | 0.33% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 19,803 | 6,810 | 0.59% | 0.59% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 19,655 | 6,759 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 19,641 | 6,754 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 19,352 | 6,655 | 4.95% | 4.95% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 19,055 | 6,553 | 2.28% | 2.28% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 18,854 | 6,483 | 0.1% | 0.1% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Buchholz LLC | History | No change | 18,564 | 6,384 | 2.3% | 2.3% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 18,504 | 6,363 | 1.55% | 1.55% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bawa N Mallick Trust | History | No change | 18,500 | 6,362 | 2.06% | 2.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 18,224 | 6,267 | 0.16% | 0.16% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 17,893 | 6,153 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avior Wealth Management, LLC | History | No change | 17,791 | 6,118 | 0.16% | 0.16% | 296 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 17,665 | 6,075 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riverview Trust Co | History | No change | 17,649 | 6,069 | 7.23% | 7.23% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vanguard National Trust Co | History | No change | 17,576 | 6,044 | 0.33% | 0.33% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 17,530 | 6,028 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |