VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VWO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 144,806,250 | 7,826,777 | 0.57% | 0.46% | 1 | +27,271,317 | 23.2% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 81,373,362 | 4,374,631 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 80,160,119 | 4,332,654 | 2.67% | 2.66% | 3 | +1,935,448 | 2.47% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 54,017,258 | 2,919,632 | 0.18% | 0.17% | 4 | +104,815 | 0.19% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 53,371,727 | 2,884,742 | 5.46% | 5.5% | 5 | -361,080 | -0.67% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 53,253,654 | 2,878,359 | 1.56% | — | 6 | +53,253,654 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 50,333,913 | 2,720,547 | 0.36% | 0.32% | 7 | +3,044,849 | 6.44% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 45,921,666 | 2,482,066 | 5.45% | 5.7% | 8 | -1,479,419 | -3.12% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 43,577,174 | 2,355,346 | 0.44% | 0.46% | 9 | -3,042,546 | -6.53% | Q1 2026 | May 11, 2026 |
| WIT, LLC | History | Reduced | 39,788,338 | 2,150,559 | 40.58% | 44.26% | 10 | -1,286,015 | -3.13% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 39,564,716 | 2,138,472 | 0.57% | 0.57% | 11 | +4,136,498 | 11.68% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | Added to | 35,534,123 | 1,920,619 | 4.99% | 4.95% | 12 | +1,464,071 | 4.3% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 24,347,658 | 1,315,990 | 2.67% | 2.48% | 13 | -19,961 | -0.08% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 22,308,552 | 1,205,777 | 3.52% | — | 14 | +22,308,552 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 21,183,531 | 1,144,969 | 0.17% | 0.17% | 15 | +1,326,486 | 6.68% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 18,221,206 | 984,856 | 0.67% | 0.71% | 16 | -159,053 | -0.87% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,593,473 | 896,877 | 1.33% | 1.3% | 17 | +758,913 | 4.79% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 16,343,095 | 883,344 | 0.23% | 0.24% | 18 | -135,215 | -0.82% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,802,697 | 800,085 | 0.09% | 0.09% | 19 | +578,058 | 4.06% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,019,712 | 787,333 | 0.05% | 0.05% | 20 | +473,933 | 3.26% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 14,027,303 | 757,768 | 0.88% | 0.83% | 21 | +983,949 | 7.54% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,962,984 | 754,698 | 0.13% | 0.12% | 22 | +357,458 | 2.63% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,354,926 | 721,559 | 0.17% | 0.12% | 23 | +3,374,570 | 33.81% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,959,833 | 693,050 | 1.41% | 1.39% | 24 | -5,437,167 | -29.55% | Q1 2026 | Apr 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 12,737,296 | 688,450 | 0.02% | — | 25 | +12,737,296 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,488,522 | 620,954 | 0.11% | 0.1% | 26 | +736,799 | 6.85% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,297,600 | 610,636 | 0.56% | 0.59% | 27 | +99,405 | 0.89% | Q1 2026 | May 13, 2026 |
| South Dakota Investment Council | History | Reduced | 10,642,001 | 575,200 | 10.97% | 10.98% | 28 | -86,386 | -0.81% | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,454,119 | 565,045 | 0.33% | 0.3% | 29 | +222,844 | 2.18% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,538,804 | 455,324 | 0.65% | 0.59% | 30 | +183,999 | 2.2% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,780,454 | 420,533 | 1.62% | — | 31 | +7,780,454 | New | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,672,486 | 414,697 | 2.04% | 2.01% | 32 | +486,318 | 6.77% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,474,703 | 404,007 | 0.12% | 0.12% | 33 | +521,634 | 7.5% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,281,199 | 393,548 | 0.42% | 0.37% | 34 | +925,011 | 14.55% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,028,898 | 379,911 | 0.59% | 0.53% | 35 | +673,287 | 10.59% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 7,021,770 | 379,526 | 8.16% | 7.96% | 36 | +810,188 | 13.04% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 7,021,770 | 379,526 | 7.07% | 6.86% | 37 | +810,188 | 13.04% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 6,630,184 | 358,361 | 8.27% | 8.24% | 38 | +19,658 | 0.3% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,366,278 | 344,674 | 0.42% | 0.47% | 39 | -1,125,152 | -15.02% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,181,354 | 334,101 | 0.31% | 0.23% | 40 | +1,460,570 | 30.94% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,093,454 | 329,351 | 0.46% | 0.49% | 41 | -715,326 | -10.51% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 5,772,617 | 312,009 | 2.03% | 1.17% | 42 | +2,385,625 | 70.43% | Q1 2026 | May 05, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 5,692,120 | 307,666 | 6.85% | 6.76% | 43 | +13,534 | 0.24% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,897,422 | 264,705 | 2.08% | 2.02% | 44 | +186,509 | 3.96% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 4,809,582 | 259,957 | 0.28% | 0.28% | 45 | +11,580 | 0.24% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,846,903 | 257,809 | 0.12% | 0.14% | 46 | +690,143 | 16.6% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,599,777 | 248,617 | 2.95% | 2.98% | 47 | +104,722 | 2.33% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,518,470 | 244,223 | 2.67% | 2.46% | 48 | +333,527 | 7.97% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,507,896 | 243,651 | 0.0% | 0.0% | 49 | +96,462 | 2.19% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 4,632,193 | 242,819 | 10.52% | 11.28% | 50 | +6,496 | 0.14% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,473,008 | 241,766 | 3.71% | 3.56% | 51 | +136,865 | 3.16% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 4,201,293 | 227,467 | 0.32% | 0.28% | 52 | +602,232 | 16.73% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,125,180 | 222,965 | 3.27% | 2.33% | 53 | +1,253,915 | 43.67% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 3,781,532 | 204,391 | 1.15% | 1.11% | 54 | +204,060 | 5.7% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 3,763,098 | 203,452 | 0.23% | 0.21% | 55 | +250,473 | 7.13% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,735,371 | 201,896 | 3.5% | 3.69% | 56 | +136,019 | 3.78% | Q1 2026 | May 07, 2026 |
| SCS Capital Management LLC | History | Added to | 3,601,987 | 194,687 | 2.06% | 2.04% | 57 | +29,090 | 0.81% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 3,455,673 | 186,779 | 2.53% | 2.28% | 58 | +118,524 | 3.55% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,439,154 | 185,886 | 0.07% | 0.06% | 59 | +122,450 | 3.69% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 3,280,863 | 185,368 | 5.98% | 5.81% | 60 | +253,553 | 8.38% | Q1 2026 | Apr 09, 2026 |
| BOKF, NA | History | Added to | 3,385,545 | 182,988 | 2.8% | 2.7% | 61 | +104,695 | 3.19% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 3,243,897 | 175,330 | 2.15% | 2.0% | 62 | +323,425 | 11.07% | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 3,228,121 | 174,479 | 5.87% | 5.88% | 63 | +93,168 | 2.97% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,184,133 | 172,102 | 0.15% | 0.15% | 64 | -191,317 | -5.67% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,134,644 | 169,427 | 0.3% | 0.3% | 65 | -15,952 | -0.51% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,075,741 | 165,749 | 0.22% | — | 66 | +3,075,741 | New | Q1 2026 | May 12, 2026 |
| NEPC LLC | History | No change | 3,017,415 | 163,091 | 3.25% | 3.46% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 3,106,050 | 162,819 | 6.67% | 5.01% | 68 | +1,409,610 | 83.09% | Q1 2026 | Apr 27, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 3,000,968 | 162,202 | 2.57% | 2.91% | 69 | -332,312 | -9.97% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,948,105 | 159,345 | 0.88% | 0.97% | 70 | -44,976 | -1.5% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,941,703 | 158,999 | 0.29% | 0.3% | 71 | +1,187,987 | 67.74% | Q1 2026 | May 01, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 2,930,327 | 158,384 | 4.36% | 4.35% | 72 | +48,048 | 1.67% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,913,486 | 157,473 | 0.44% | 0.4% | 73 | -163,565 | -5.32% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,898,438 | 156,709 | 0.23% | 0.22% | 74 | +142,510 | 5.17% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,897,248 | 155,756 | 0.26% | 0.26% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,832,034 | 153,071 | 2.13% | 2.11% | 76 | +35,149 | 1.26% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,740,660 | 148,132 | 1.25% | 0.98% | 77 | +480,569 | 21.26% | Q1 2026 | May 11, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,722,137 | 147,131 | 6.08% | 5.94% | 78 | +79,856 | 3.02% | Q1 2026 | Apr 28, 2026 |
| Bridgewater Associates, LP | History | Added to | 2,721,740 | 147,110 | 0.66% | 0.51% | 79 | +116,604 | 4.48% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,658,888 | 143,713 | 0.52% | 0.5% | 80 | +77,847 | 3.02% | Q1 2026 | Apr 24, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 2,493,581 | 134,778 | 6.49% | 6.88% | 81 | -72,302 | -2.82% | Q1 2026 | May 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 2,485,963 | 134,366 | 2.68% | 2.38% | 82 | +69,524 | 2.88% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 2,480,565 | 134,074 | 0.46% | 0.43% | 83 | -23,503 | -0.94% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,391,980 | 129,286 | 1.86% | 2.0% | 84 | +72,486 | 3.13% | Q1 2026 | Apr 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,252,669 | 121,103 | 0.04% | 0.03% | 85 | +205,805 | 10.05% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 1,959,368 | 115,955 | 1.72% | 2.0% | 86 | +76,240 | 4.05% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 2,133,041 | 115,290 | 7.68% | 7.33% | 87 | -68,782 | -3.12% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,127,370 | 115,027 | 0.34% | 0.32% | 88 | +1,161,728 | 120.31% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,087,799 | 112,846 | 0.28% | 0.21% | 89 | +347,400 | 19.96% | Q1 2026 | Apr 22, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 2,071,283 | 111,952 | 8.36% | 8.35% | 90 | +22,009 | 1.07% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,008,031 | 108,534 | 0.57% | 0.42% | 91 | +890,523 | 79.69% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,981,688 | 107,110 | 0.65% | 0.62% | 92 | +101,075 | 5.37% | Q1 2026 | May 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 1,975,017 | 106,749 | 3.9% | 4.02% | 93 | -3,192 | -0.16% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,973,093 | 106,645 | 0.42% | 0.4% | 94 | +55,448 | 2.89% | Q1 2026 | May 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,918,432 | 103,691 | 4.3% | 4.27% | 95 | +66,603 | 3.6% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 1,916,890 | 103,607 | 0.01% | 0.01% | 96 | +90,341 | 4.95% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,885,136 | 101,891 | 1.83% | 1.71% | 97 | +183,379 | 10.78% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,873,246 | 101,248 | 1.45% | 1.45% | 98 | +316,118 | 20.3% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,870,667 | 101,109 | 2.21% | 1.96% | 99 | +117,048 | 6.67% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 1,832,154 | 99,027 | 5.77% | 5.93% | 100 | +41,761 | 2.33% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 1,813,734 | 98,032 | 0.04% | 0.05% | 101 | -181,541 | -9.1% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,796,922 | 97,123 | 0.13% | 0.12% | 102 | +178,030 | 11.0% | Q1 2026 | Apr 27, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,794,716 | 97,004 | 2.03% | 2.03% | 103 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,779,090 | 96,159 | 0.1% | 0.07% | 104 | +533,025 | 42.78% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,769,432 | 95,637 | 1.82% | 1.89% | 105 | -170,438 | -8.79% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,750,756 | 94,628 | 0.94% | 0.98% | 106 | -18,418 | -1.04% | Q1 2026 | Apr 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 1,730,259 | 90,700 | 0.07% | 0.16% | 107 | -2,104,235 | -54.88% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,668,727 | 90,196 | 1.56% | 0.01% | 108 | +1,661,919 | 24411.27% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,661,215 | 89,788 | 1.15% | 1.08% | 109 | +67,387 | 4.23% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,632,519 | 88,237 | 1.06% | 1.05% | 110 | -55,709 | -3.3% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 1,612,987 | 87,181 | 2.64% | 2.14% | 111 | +270,307 | 20.13% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,591,587 | 86,025 | 0.37% | 0.33% | 112 | +133,571 | 9.16% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,584,300 | 85,631 | 0.13% | 0.13% | 113 | +16,302 | 1.04% | Q1 2026 | May 06, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 1,537,256 | 82,919 | 0.17% | 0.14% | 114 | +768,628 | 100.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 1,527,887 | 82,139 | 0.33% | 0.33% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hirtle & Co., LLC | History | Reduced | 1,503,025 | 81,238 | 2.78% | 2.78% | 116 | -16,958 | -1.12% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,426,926 | 77,125 | 2.13% | 2.13% | 117 | -7,269 | -0.51% | Q1 2026 | Apr 23, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,417,537 | 76,617 | 5.16% | 5.18% | 118 | +21,238 | 1.52% | Q1 2026 | May 12, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 1,401,133 | 75,731 | 8.15% | 7.54% | 119 | -38,770 | -2.69% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,397,623 | 75,541 | 0.12% | 0.11% | 120 | -59,604 | -4.09% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 1,369,577 | 74,025 | 1.02% | 0.76% | 121 | +386,689 | 39.34% | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | New | 1,324,650 | 71,597 | 0.46% | — | 122 | +1,324,650 | New | Q1 2026 | May 14, 2026 |
| Karpus Management, Inc. | History | Added to | 1,321,574 | 71,431 | 2.23% | 2.14% | 123 | +27,456 | 2.12% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,304,499 | 70,507 | 0.12% | 0.13% | 124 | +25,877 | 2.02% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | Reduced | 3,660 | 67,707 | 1.07% | 1.24% | 125 | -51 | -1.37% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,251,138 | 67,624 | 0.53% | 0.51% | 126 | -73,393 | -5.54% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,244,435 | 67,261 | 4.38% | 2.87% | 127 | +436,623 | 54.05% | Q1 2026 | May 07, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 1,192,716 | 64,466 | 3.41% | 3.29% | 128 | +5,426 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Parkwood LLC | History | No change | 1,190,229 | 64,332 | 5.71% | 4.95% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,189,959 | 64,317 | 0.02% | 0.01% | 130 | +196,085 | 19.73% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,177,251 | 63,583 | 0.72% | 0.66% | 131 | +78,993 | 7.19% | Q1 2026 | Apr 28, 2026 |
| GenTrust, LLC | History | Added to | 1,165,645 | 63,003 | 2.7% | 2.59% | 132 | +50,480 | 4.53% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,161,279 | 62,720 | 1.29% | 1.29% | 133 | +42,231 | 3.77% | Q1 2026 | Apr 28, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 1,152,899 | 62,314 | 3.84% | 3.56% | 134 | +57,585 | 5.26% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 1,145,122 | 61,893 | 0.3% | 0.32% | 135 | +51,174 | 4.68% | Q1 2026 | May 11, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 1,139,488 | 61,589 | 1.87% | 1.79% | 136 | +185 | 0.02% | Q1 2026 | Apr 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,131,971 | 61,183 | 4.09% | 5.06% | 137 | +95,547 | 9.22% | Q1 2026 | May 07, 2026 |
| Hills Bank & Trust Co | History | Added to | 1,124,915 | 60,801 | 2.94% | 3.39% | 138 | +41,236 | 3.81% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,111,830 | 60,094 | 0.51% | 0.45% | 139 | -25,834 | -2.27% | Q1 2026 | May 13, 2026 |
| Strid Group, LLC | History | Added to | 1,101,253 | 59,522 | 7.38% | 7.22% | 140 | +21,998 | 2.04% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 1,085,404 | 58,666 | 0.12% | 0.11% | 141 | +40,476 | 3.87% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,075,967 | 58,156 | 0.15% | 0.19% | 142 | -279,327 | -20.61% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 1,066,070 | 57,668 | 0.29% | 0.27% | 143 | +90,482 | 9.27% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,053,450 | 56,938 | 5.35% | 5.34% | 144 | +96,023 | 10.03% | Q1 2026 | Apr 16, 2026 |
| PDS Planning, Inc | History | Added to | 1,047,390 | 56,611 | 3.73% | 3.74% | 145 | +6,427 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,077,278 | 56,470 | 2.04% | 1.86% | 146 | +165,265 | 18.12% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,033,930 | 55,883 | 0.31% | 0.99% | 147 | -4,235,342 | -80.38% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | Added to | 1,027,520 | 55,487 | 2.42% | 2.39% | 148 | +22,315 | 2.22% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,019,138 | 55,084 | 2.43% | 2.46% | 149 | +3,720 | 0.37% | Q1 2026 | Apr 09, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,004,376 | 54,286 | 2.6% | 2.58% | 150 | +9,248 | 0.93% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 985,324 | 53,256 | 0.42% | 0.5% | 151 | +207,206 | 26.63% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 985,063 | 53,242 | 0.11% | 0.12% | 152 | +36,527 | 3.85% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 949,065 | 51,296 | 1.04% | 1.02% | 153 | +3,751 | 0.4% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 945,800 | 51,120 | 0.56% | 0.54% | 154 | +57,876 | 6.52% | Q1 2026 | Apr 20, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 944,160 | 51,031 | 0.18% | 0.18% | 155 | -100,212 | -9.6% | Q1 2026 | May 08, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 928,122 | 50,164 | 7.61% | 3.62% | 156 | +502,940 | 118.29% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 924,655 | 49,977 | 3.19% | 3.13% | 157 | +5,896 | 0.64% | Q1 2026 | Apr 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 923,751 | 49,928 | 0.04% | 0.03% | 158 | +268,118 | 40.89% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 919,257 | 49,685 | 0.2% | 0.2% | 159 | -3,959 | -0.43% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 866,151 | 46,815 | 0.35% | 0.38% | 160 | -7,309 | -0.84% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 859,343 | 46,447 | 0.03% | 0.03% | 161 | -281,110 | -24.65% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 847,798 | 45,823 | 0.37% | 0.3% | 162 | +108,598 | 14.69% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 844,100 | 45,623 | 0.01% | 0.0% | 163 | +760,700 | 912.11% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 842,185 | 45,520 | 0.13% | 0.09% | 164 | +212,827 | 33.82% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 839,700 | 45,385 | 0.17% | 0.18% | 165 | +34,721 | 4.31% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 826,843 | 44,690 | 0.34% | 0.33% | 166 | +23,599 | 2.94% | Q1 2026 | May 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 823,184 | 44,493 | 0.72% | 0.9% | 167 | -218,883 | -21.0% | Q1 2026 | Apr 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 822,212 | 44,440 | 2.35% | 2.21% | 168 | +12,573 | 1.55% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 814,497 | 44,023 | 0.17% | — | 169 | +814,497 | New | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Added to | 784,669 | 42,411 | 0.52% | 0.01% | 170 | +762,889 | 3502.7% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 780,631 | 42,193 | 1.29% | 0.84% | 171 | +356,089 | 83.88% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 703,555 | 41,446 | 1.59% | 1.63% | 172 | -27,182 | -3.72% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 765,278 | 41,362 | 0.22% | 0.19% | 173 | +96,367 | 14.41% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 762,658 | 41,221 | 0.19% | 0.18% | 174 | +37,456 | 5.16% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 701,330 | 40,733 | 0.73% | 1.12% | 175 | +274,097 | 64.16% | Q1 2026 | May 01, 2026 |
| Matrix Trust Co | History | Reduced | 753,184 | 40,710 | 6.76% | 6.7% | 176 | -2,198 | -0.29% | Q1 2026 | Apr 09, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 751,034 | 40,375 | 2.95% | 2.95% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 743,008 | 40,159 | 1.23% | 1.31% | 178 | -88,780 | -10.67% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 725,988 | 39,239 | 0.45% | 0.42% | 179 | +13,640 | 1.91% | Q1 2026 | May 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 709,153 | 38,329 | 6.76% | 6.59% | 180 | +37,800 | 5.63% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,271,653 | 38,035 | 0.24% | 0.36% | 181 | +282,003 | 28.5% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 688,144 | 37,194 | 0.87% | 2.95% | 182 | -1,317,439 | -65.69% | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 686,832 | 37,123 | 3.12% | 3.09% | 183 | +2,017 | 0.29% | Q1 2026 | Apr 20, 2026 |
| BANK OF HAWAII | History | Reduced | 683,766 | 36,957 | 1.94% | 1.95% | 184 | -50,571 | -6.89% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 673,377 | 36,396 | 0.61% | 0.51% | 185 | +104,701 | 18.41% | Q1 2026 | Apr 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 672,138 | 36,329 | 2.34% | 1.87% | 186 | +119,825 | 21.7% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 669,207 | 36,277 | 0.34% | 0.3% | 187 | +152,782 | 29.58% | Q1 2026 | Apr 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 663,011 | 35,835 | 0.81% | 0.82% | 188 | +2,886 | 0.44% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 658,567 | 35,595 | 1.63% | 1.44% | 189 | +44,465 | 7.24% | Q1 2026 | May 06, 2026 |
| Sepio Capital, LP | History | Added to | 657,435 | 35,534 | 1.93% | 1.91% | 190 | +8,742 | 1.35% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 655,773 | 35,444 | 0.84% | 0.84% | 191 | -43,117 | -6.17% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Reduced | 655,215 | 35,414 | 2.06% | 2.08% | 192 | -5,927 | -0.9% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 653,782 | 35,336 | 0.44% | 0.43% | 193 | +31,755 | 5.11% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 644,421 | 34,830 | 0.83% | 0.78% | 194 | -6,928 | -1.06% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 647,307 | 34,799 | 0.68% | 0.68% | 195 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 641,165 | 34,654 | 0.18% | 0.18% | 196 | +46,586 | 7.84% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | Added to | 640,590 | 34,623 | 4.37% | 3.99% | 197 | +24,165 | 3.92% | Q1 2026 | Apr 24, 2026 |
| Apriem Advisors | History | Added to | 637,358 | 34,449 | 3.29% | 1.81% | 198 | +269,504 | 73.26% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 612,414 | 33,101 | 0.1% | 0.12% | 199 | -153,031 | -19.99% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | Reduced | 602,595 | 32,570 | 4.79% | 4.77% | 200 | -197 | -0.03% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 601,281 | 32,499 | 0.7% | 0.65% | 201 | +34,011 | 6.0% | Q1 2026 | May 01, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 599,263 | 32,390 | 4.16% | 3.82% | 202 | +79,107 | 15.21% | Q1 2026 | Apr 27, 2026 |
| Keewaydin Investments LLC | History | Reduced | 597,222 | 32,279 | 10.18% | 9.67% | 203 | -79,059 | -11.69% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 578,050 | 31,243 | 3.26% | 3.21% | 204 | +3,727 | 0.65% | Q1 2026 | May 04, 2026 |
| WoodTrust Financial Corp | History | Reduced | 575,857 | 31,125 | 4.02% | 3.91% | 205 | -47,970 | -7.69% | Q1 2026 | May 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 575,340 | 31,097 | 1.32% | 1.34% | 206 | -30,975 | -5.11% | Q1 2026 | Apr 29, 2026 |
| Focused Wealth Management, Inc | History | Added to | 573,138 | 30,978 | 3.21% | 3.14% | 207 | +13,250 | 2.37% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | Reduced | 567,691 | 30,683 | 0.14% | 0.2% | 208 | -82,735 | -12.72% | Q1 2026 | May 08, 2026 |
| TSG Advice Partners, LLC | History | New | 562,182 | 30,385 | 4.55% | — | 209 | +562,182 | New | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 561,579 | 30,353 | 0.7% | 0.73% | 210 | +1,790 | 0.32% | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 557,875 | 30,153 | 2.87% | 2.19% | 211 | +133,815 | 31.56% | Q1 2026 | Apr 09, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 554,763 | 29,984 | 4.62% | 4.14% | 212 | +2,823 | 0.51% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 544,211 | 29,414 | 1.81% | 1.91% | 213 | +16,618 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Tanager Wealth Management LLP | History | Added to | 538,845 | 29,124 | 2.82% | 2.77% | 214 | +23,488 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 536,562 | 29,001 | 0.82% | 0.88% | 215 | -23,582 | -4.21% | Q1 2026 | May 13, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 533,970 | 28,861 | 2.71% | 2.48% | 216 | +16,325 | 3.15% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 533,020 | 28,811 | 0.22% | 0.2% | 217 | +28,333 | 5.61% | Q1 2026 | May 14, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 532,422 | 28,777 | 3.27% | 3.23% | 218 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ellenbecker Investment Group | History | Added to | 531,819 | 28,744 | 3.87% | 3.75% | 219 | +33,917 | 6.81% | Q1 2026 | Apr 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 528,677 | 28,575 | 2.03% | 1.93% | 220 | -86,761 | -14.1% | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 525,964 | 28,428 | 0.32% | 0.3% | 221 | -9,121 | -1.7% | Q1 2026 | May 07, 2026 |
| Garde Capital, Inc. | History | Added to | 524,563 | 28,352 | 1.7% | 1.65% | 222 | +6,495 | 1.25% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 524,222 | 28,334 | 0.4% | 0.38% | 223 | -3,480 | -0.66% | Q1 2026 | May 11, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 521,152 | 28,168 | 3.89% | 3.98% | 224 | -18,995 | -3.52% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 516,261 | 27,903 | 0.68% | 0.69% | 225 | -91,544 | -15.06% | Q1 2026 | May 11, 2026 |
| PACK Private Wealth, LLC | History | Added to | 506,746 | 27,389 | 12.58% | 12.39% | 226 | +1,022 | 0.2% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 504,599 | 27,273 | 0.38% | 0.32% | 227 | +45,810 | 9.98% | Q1 2026 | Apr 30, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 503,040 | 27,189 | 0.97% | 0.95% | 228 | +20,592 | 4.27% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 501,944 | 27,130 | 2.26% | 2.27% | 229 | +13,108 | 2.68% | Q1 2026 | Apr 09, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 498,618 | 26,950 | 3.1% | 3.1% | 230 | +18,417 | 3.84% | Q1 2026 | Apr 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 496,677 | 26,845 | 3.49% | 3.55% | 231 | -5,176 | -1.03% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 496,122 | 26,815 | 0.31% | 0.3% | 232 | +5,798 | 1.18% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 496,591 | 26,750 | 0.05% | 0.1% | 233 | -564,667 | -53.21% | Q1 2026 | May 01, 2026 |
| Jordan Park Group LLC | History | Reduced | 494,699 | 26,738 | 1.42% | 1.66% | 234 | -39,650 | -7.42% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 492,893 | 26,640 | 0.3% | 0.37% | 235 | -117,011 | -19.19% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 492,036 | 26,594 | 0.23% | 0.09% | 236 | +310,240 | 170.65% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 488,946 | 26,427 | 0.38% | 0.16% | 237 | +304,504 | 165.09% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 477,633 | 25,816 | 1.27% | 1.12% | 238 | +55,495 | 13.15% | Q1 2026 | May 04, 2026 |
| SNS Financial Group, LLC | History | Reduced | 471,655 | 25,492 | 2.2% | 2.21% | 239 | -5,866 | -1.23% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Reduced | 460,249 | 24,876 | 0.12% | 0.15% | 240 | -39,596 | -7.92% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Added to | 459,611 | 24,841 | 1.53% | 1.41% | 241 | +13,877 | 3.11% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 458,799 | 24,798 | 0.01% | 0.01% | 242 | +89,466 | 24.22% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 458,209 | 24,761 | 0.02% | 0.1% | 243 | -1,560,146 | -77.3% | Q1 2026 | May 14, 2026 |
| Colony Family Offices, LLC | History | Added to | 457,203 | 24,711 | 6.09% | 6.08% | 244 | +3,987 | 0.88% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 456,923 | 24,696 | 0.29% | 0.29% | 245 | -16,460 | -3.48% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 455,324 | 24,610 | 0.63% | 0.67% | 246 | -25,632 | -5.33% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 452,200 | 24,441 | 1.69% | 1.97% | 247 | +29,163 | 6.89% | Q1 2026 | May 18, 2026 |
| Greenline Partners, LLC | History | Added to | 447,428 | 24,183 | 2.6% | 2.75% | 248 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Stephens Greth Foundation | History | Added to | 446,625 | 24,140 | 7.54% | 2.85% | 249 | +354,355 | 384.04% | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 441,150 | 23,844 | 0.17% | 0.16% | 250 | +13,550 | 3.17% | Q1 2026 | May 15, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 438,544 | 23,703 | 2.55% | 2.4% | 251 | -1,240 | -0.28% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 437,965 | 23,671 | 0.13% | 0.12% | 252 | +29,539 | 7.23% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Reduced | 435,614 | 23,544 | 0.38% | 0.4% | 253 | -10,224 | -2.29% | Q1 2026 | May 15, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 433,645 | 23,438 | 4.67% | 4.54% | 254 | +72,987 | 20.24% | Q1 2026 | May 11, 2026 |
| TLT Family Holdco ULC | History | No change | 433,150 | 23,411 | 3.23% | 2.56% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 432,359 | 23,369 | 0.0% | 0.0% | 256 | -183,176 | -29.76% | Q1 2026 | May 15, 2026 |
| First Bank & Trust | History | Added to | 430,864 | 23,288 | 3.75% | 3.65% | 257 | +13,543 | 3.25% | Q1 2026 | Apr 10, 2026 |
| Portland Global Advisors LLC | History | Reduced | 428,878 | 23,180 | 2.47% | 2.48% | 258 | -750 | -0.17% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 422,809 | 22,852 | 0.29% | 0.3% | 259 | +44,907 | 11.88% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 421,090 | 22,759 | 1.18% | 1.16% | 260 | +17,203 | 4.26% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 417,140 | 22,546 | 0.03% | 0.03% | 261 | +34,831 | 9.11% | Q1 2026 | May 13, 2026 |
| Payne Capital Management, LLC | History | Added to | 415,003 | 22,430 | 6.79% | 6.82% | 262 | +13,280 | 3.31% | Q1 2026 | May 08, 2026 |
| Arvest Bank Trust Division | History | Reduced | 412,869 | 22,315 | 1.21% | 1.2% | 263 | -935 | -0.23% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 412,065 | 22,272 | 0.01% | 0.01% | 264 | -2,171 | -0.52% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 408,203 | 22,063 | 0.01% | 0.01% | 265 | -17,064 | -4.01% | Q1 2026 | May 06, 2026 |
| Wharton Business Group, LLC | History | Reduced | 396,930 | 21,442 | 0.81% | 0.81% | 266 | -1,346 | -0.34% | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | Added to | 394,721 | 21,334 | 1.71% | 1.42% | 267 | +65,309 | 19.83% | Q1 2026 | Apr 01, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 394,503 | 21,322 | 2.97% | 3.03% | 268 | -4,559 | -1.14% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 391,859 | 21,066 | 0.37% | 0.37% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 387,370 | 21,034 | 3.44% | 3.5% | 270 | -7,056 | -1.79% | Q1 2026 | Apr 20, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 388,511 | 20,999 | 2.28% | 2.23% | 271 | +729 | 0.19% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 387,500 | 20,944 | 0.08% | 0.07% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 386,032 | 20,865 | 0.31% | 0.33% | 273 | -15,307 | -3.81% | Q1 2026 | Apr 17, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 385,936 | 20,859 | 4.54% | 1.77% | 274 | +242,741 | 169.52% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 385,513 | 20,836 | 1.05% | 1.26% | 275 | -72,284 | -15.79% | Q1 2026 | May 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 381,766 | 20,634 | 3.34% | 4.32% | 276 | -112,050 | -22.69% | Q1 2026 | Apr 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 380,896 | 20,587 | 2.81% | 2.83% | 277 | +5,740 | 1.53% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 380,678 | 20,575 | 0.25% | 0.23% | 278 | +38,349 | 11.2% | Q1 2026 | Apr 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 380,507 | 20,566 | 3.63% | 3.47% | 279 | +24,540 | 6.89% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 374,155 | 20,223 | 0.48% | 0.46% | 280 | +9,219 | 2.53% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 373,763 | 20,186 | 0.2% | 0.22% | 281 | +37,831 | 11.26% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 371,857 | 20,098 | 0.25% | 0.24% | 282 | +19,123 | 5.42% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 370,557 | 20,028 | 0.24% | 0.22% | 283 | +12,578 | 3.51% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 370,509 | 20,025 | 0.28% | 0.27% | 284 | -615 | -0.17% | Q1 2026 | May 01, 2026 |
| ALLIANZ SE | History | Added to | 370,197 | 20,009 | 0.22% | 0.24% | 285 | +22,300 | 6.41% | Q1 2026 | May 11, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 367,795 | 19,879 | 3.38% | 2.64% | 286 | +931 | 0.25% | Q1 2026 | Apr 22, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 363,260 | 19,637 | 1.33% | 1.37% | 287 | -1,688 | -0.46% | Q1 2026 | Apr 20, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 362,302 | 19,582 | 4.57% | 4.71% | 288 | +5,088 | 1.42% | Q1 2026 | Apr 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 362,157 | 19,574 | 0.02% | 0.02% | 289 | +27,895 | 8.35% | Q1 2026 | May 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 360,108 | 19,463 | 3.08% | 2.92% | 290 | +13,995 | 4.04% | Q1 2026 | Apr 29, 2026 |
| GP Brinson Investments LLC | History | No change | 359,652 | 19,439 | 8.82% | 8.33% | 291 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Idaho Trust Co | History | Added to | 358,499 | 19,373 | 6.3% | 5.5% | 292 | +49,791 | 16.13% | Q1 2026 | May 08, 2026 |
| Ellevest, Inc. | History | Added to | 357,688 | 19,333 | 2.69% | 2.64% | 293 | +2,301 | 0.65% | Q1 2026 | May 11, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 326,655 | 19,243 | 5.78% | 5.75% | 294 | +10,383 | 3.28% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 355,213 | 19,199 | 1.87% | 1.62% | 295 | +18,987 | 5.65% | Q1 2026 | May 01, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 337,677 | 19,078 | 3.63% | 3.54% | 296 | +6,006 | 1.81% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 351,544 | 19,000 | 1.08% | 1.04% | 297 | +29,334 | 9.1% | Q1 2026 | Apr 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 351,444 | 18,995 | 0.39% | 0.38% | 298 | -5,056 | -1.42% | Q1 2026 | May 15, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 351,070 | 18,975 | 5.79% | 5.59% | 299 | +4,775 | 1.38% | Q1 2026 | Apr 08, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 350,050 | 18,920 | 3.77% | 3.98% | 300 | -2,484 | -0.7% | Q1 2026 | Apr 01, 2026 |