VANGUARD WHITEHALL FUNDS - VWOB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 5,700,214 | 374,447 | 0.71% | 0.6% | 1 | +1,040,467 | 22.33% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,097,342 | 269,165 | 0.25% | 0.26% | 2 | +200,109 | 5.13% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,101,478 | 267,129 | 0.02% | 0.02% | 3 | -15,590 | -0.38% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,384,826 | 222,349 | 0.02% | 0.02% | 4 | -43,969 | -1.28% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,189,423 | 209,514 | 0.04% | 0.03% | 5 | +68,018 | 2.18% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,931,145 | 192,546 | 0.05% | 0.04% | 6 | +732,866 | 33.34% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,648,379 | 173,972 | 0.38% | 0.41% | 7 | -70,240 | -2.58% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 2,116,549 | 139,036 | 0.01% | 0.01% | 8 | +419,730 | 24.74% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,748,235 | 114,841 | 0.08% | 0.0% | 9 | +1,739,967 | 21044.59% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,675,300 | 110,050 | 0.02% | 0.02% | 10 | +371,887 | 28.53% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,588,810 | 104,369 | 0.02% | 0.03% | 11 | -129,138 | -7.52% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,351,243 | 88,763 | 0.02% | 0.02% | 12 | +91,553 | 7.27% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,311,599 | 86,158 | 0.05% | 0.05% | 13 | -19,428 | -1.46% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 1,309,388 | 86,013 | 0.42% | 0.51% | 14 | -17,241 | -1.3% | Q1 2026 | May 04, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 1,250,000 | 82,112 | 0.48% | 0.51% | 15 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 1,070,110 | 70,295 | 0.04% | — | 16 | +1,070,110 | New | Q1 2026 | May 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,052,328 | 69,128 | 1.19% | 0.99% | 17 | +453,333 | 75.68% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 977,829 | 64,233 | 0.64% | 0.65% | 18 | +42,002 | 4.49% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 780,979 | 51,302 | 0.01% | 0.01% | 19 | +55,606 | 7.67% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 779,518 | 50,669 | 0.02% | 0.02% | 20 | +183,000 | 30.68% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 755,715 | 49,642 | 0.15% | 0.14% | 21 | -2,132 | -0.28% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 640,798 | 42,094 | 0.34% | 0.39% | 22 | -94,872 | -12.9% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 510,997 | 33,567 | 0.04% | 0.03% | 23 | +40,459 | 8.6% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 460,382 | 30,242 | 0.01% | 0.01% | 24 | +71,762 | 18.47% | Q1 2026 | May 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 446,100 | 29,304 | 0.69% | 0.93% | 25 | -56,200 | -11.19% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 432,297 | 28,397 | 0.01% | 0.01% | 26 | +49,047 | 12.8% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | Added to | 414,396 | 27,221 | 2.02% | 2.42% | 27 | +27,862 | 7.21% | Q1 2026 | May 19, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 406,477 | 26,701 | 3.44% | 3.5% | 28 | +12,903 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Advisory Alpha, LLC | History | Added to | 406,173 | 26,684 | 0.73% | 0.74% | 29 | +1,684 | 0.42% | Q1 2026 | May 14, 2026 |
| ALLIANZ SE | History | No change | 377,100 | 24,771 | 0.27% | 0.33% | 30 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 362,872 | 23,837 | 4.87% | 4.16% | 31 | +69,358 | 23.63% | Q1 2026 | Apr 20, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 331,670 | 21,787 | 6.37% | 4.54% | 32 | +101,282 | 43.96% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 324,243 | 21,234 | 0.06% | 0.03% | 33 | +241,397 | 291.38% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 293,661 | 19,290 | 0.97% | 1.02% | 34 | -1,217 | -0.41% | Q1 2026 | May 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 279,578 | 18,555 | 1.7% | 1.7% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | Added to | 278,335 | 18,283 | 1.71% | 1.68% | 36 | +11,992 | 4.5% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 273,929 | 17,994 | 0.02% | 0.02% | 37 | +55,722 | 25.54% | Q1 2026 | May 13, 2026 |
| Columbus Macro, LLC | History | Added to | 265,199 | 17,420 | 1.86% | 1.63% | 38 | +44,997 | 20.43% | Q1 2026 | Apr 21, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 251,203 | 16,501 | 1.83% | 1.33% | 39 | +73,015 | 40.98% | Q1 2026 | May 07, 2026 |
| Marotta Asset Management | History | Added to | 246,454 | 16,167 | 2.98% | 3.02% | 40 | +4,282 | 1.77% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | Added to | 243,429 | 15,990 | 8.62% | 8.66% | 41 | +22,435 | 10.15% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 239,876 | 15,667 | 0.02% | 0.02% | 42 | -33,272 | -12.18% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 227,746 | 14,960 | 0.01% | 0.01% | 43 | +57,562 | 33.82% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 224,112 | 14,721 | 0.7% | 0.69% | 44 | +3,268 | 1.48% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 223,444 | 14,678 | 2.61% | 2.81% | 45 | +7,148 | 3.3% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 206,491 | 13,564 | 0.13% | 0.17% | 46 | -16,395 | -7.36% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 202,602 | 13,308 | 0.03% | 0.05% | 47 | -146,689 | -42.0% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 201,000 | 13,203 | 0.0% | 0.05% | 48 | -45,000 | -18.29% | Q1 2026 | May 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 200,901 | 13,197 | 1.26% | 0.89% | 49 | +102,387 | 103.93% | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | Added to | 200,783 | 13,189 | 2.92% | 3.01% | 50 | +655 | 0.33% | Q1 2026 | May 12, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 198,852 | 13,062 | 3.7% | 3.46% | 51 | -129,964 | -39.52% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 198,250 | 13,023 | 0.02% | 0.03% | 52 | -140,115 | -41.41% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 183,650 | 12,063 | 0.09% | 0.05% | 53 | +91,064 | 98.36% | Q1 2026 | Apr 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 182,154 | 11,965 | 2.85% | 2.77% | 54 | +14,273 | 8.5% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | Reduced | 181,530 | 11,865 | 0.03% | 0.06% | 55 | -210,094 | -53.65% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 179,169 | 11,769 | 1.27% | 0.79% | 56 | +69,445 | 63.29% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 171,947 | 11,295 | 0.05% | 0.04% | 57 | +49,368 | 40.27% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Reduced | 168,404 | 11,062 | 0.0% | 0.0% | 58 | -27,069 | -13.85% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 162,134 | 10,650 | 0.03% | 0.02% | 59 | +23,271 | 16.76% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 159,837 | 10,499 | 0.3% | 0.31% | 60 | +10,217 | 6.83% | Q1 2026 | Apr 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 157,922 | 10,373 | 0.56% | 0.55% | 61 | -2,205 | -1.38% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 151,061 | 9,923 | 0.21% | 0.2% | 62 | +11,815 | 8.48% | Q1 2026 | Apr 27, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 152,070 | 9,875 | 0.14% | 0.12% | 63 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 144,727 | 9,507 | 0.02% | 0.01% | 64 | +41,602 | 40.34% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 142,332 | 9,350 | 0.01% | 0.01% | 65 | +15,017 | 11.8% | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | Added to | 140,836 | 9,251 | 3.4% | 2.55% | 66 | +43,757 | 45.07% | Q1 2026 | May 14, 2026 |
| Hilltop Partners LLC | History | Added to | 139,073 | 9,135 | 2.34% | 2.32% | 67 | +5,587 | 4.19% | Q1 2026 | May 12, 2026 |
| GP Brinson Investments LLC | History | No change | 136,580 | 8,971 | 4.07% | 3.97% | 68 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 130,388 | 8,565 | 4.82% | 4.89% | 69 | +883 | 0.68% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 127,304 | 8,362 | 2.17% | 2.1% | 70 | +13,549 | 11.91% | Q1 2026 | Apr 20, 2026 |
| Stablepoint Partners, LLC | History | Added to | 127,287 | 8,361 | 1.24% | 0.62% | 71 | +68,594 | 116.87% | Q1 2026 | Apr 30, 2026 |
| Vertrix Wealth Management, LLC | History | New | 125,574 | 8,248 | 3.04% | — | 72 | +125,574 | New | Q1 2026 | Apr 24, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 125,219 | 8,225 | 2.11% | 1.57% | 73 | +36,582 | 41.27% | Q1 2026 | Apr 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 121,678 | 8,122 | 0.14% | 0.25% | 74 | +42,035 | 52.78% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 115,139 | 7,554 | 0.01% | 0.01% | 75 | -15,847 | -12.1% | Q1 2026 | May 13, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 107,410 | 7,242 | 2.12% | 2.12% | 76 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 98,089 | 6,443 | 0.03% | 0.04% | 77 | +8,462 | 9.44% | Q1 2026 | May 15, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 96,521 | 6,340 | 3.45% | 3.48% | 78 | +2,620 | 2.79% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 94,657 | 6,218 | 0.9% | 0.87% | 79 | +58 | 0.06% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Added to | 87,891 | 5,894 | 0.46% | 0.48% | 80 | +6,489 | 7.97% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 87,315 | 5,735 | 0.0% | 0.0% | 81 | +66,927 | 328.27% | Q1 2026 | May 07, 2026 |
| Plan Group Financial, LLC | History | Added to | 85,414 | 5,610 | 1.32% | 1.39% | 82 | +5,797 | 7.28% | Q1 2026 | Apr 13, 2026 |
| MRA Advisory Group | History | New | 85,019 | 5,584 | 2.28% | — | 83 | +85,019 | New | Q1 2026 | Apr 22, 2026 |
| GenTrust, LLC | History | Added to | 84,867 | 5,574 | 0.24% | 0.15% | 84 | +32,380 | 61.69% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 84,730 | 5,565 | 0.03% | 0.03% | 85 | +488 | 0.58% | Q1 2026 | May 05, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 81,776 | 5,371 | 4.94% | 5.0% | 86 | +508 | 0.63% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | Reduced | 79,255 | 5,206 | 0.02% | 0.03% | 87 | -24,765 | -23.81% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 76,360 | 5,016 | 0.05% | 0.06% | 88 | -13,725 | -15.24% | Q1 2026 | May 08, 2026 |
| Royal Fund Management, LLC | History | Reduced | 76,083 | 4,997 | 0.47% | 0.47% | 89 | -1,283 | -1.66% | Q1 2026 | May 19, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 75,920 | 4,938 | 2.51% | 2.68% | 90 | -976 | -1.27% | Q1 2026 | May 05, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 73,062 | 4,918 | 0.67% | 0.43% | 91 | +39,964 | 120.74% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 73,483 | 4,827 | 2.35% | 2.47% | 92 | -85 | -0.12% | Q1 2026 | May 05, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 73,190 | 4,807 | 0.01% | 0.01% | 93 | +2,850 | 4.05% | Q1 2026 | May 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 72,782 | 4,781 | 0.89% | 0.73% | 94 | +15,324 | 26.67% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 69,491 | 4,685 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 70,882 | 4,656 | 1.64% | 1.55% | 96 | +6,553 | 10.19% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 69,698 | 4,578 | 0.01% | 0.0% | 97 | +33,894 | 94.67% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 69,557 | 4,571 | 0.5% | 0.68% | 98 | +2,038 | 3.02% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 68,363 | 4,490 | 0.0% | — | 99 | +68,363 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 68,126 | 4,475 | 0.06% | 0.07% | 100 | -852 | -1.24% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 67,615 | 4,441 | 0.06% | 0.1% | 101 | -21,035 | -23.73% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 67,435 | 4,433 | 0.02% | 0.02% | 102 | +7,179 | 11.91% | Q1 2026 | May 15, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 65,700 | 4,418 | 3.2% | 1.92% | 103 | +27,711 | 72.94% | Q1 2026 | May 12, 2026 |
| Virtus Family Office LLC | History | Reduced | 66,587 | 4,374 | 3.73% | 4.38% | 104 | -8,697 | -11.55% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 66,074 | 4,340 | 0.01% | 0.01% | 105 | -4,211 | -5.99% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 63,860 | 4,194 | 0.24% | 0.25% | 106 | +1,277 | 2.04% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 63,843 | 4,193 | 0.24% | 0.23% | 107 | +5,776 | 9.95% | Q1 2026 | Apr 30, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 61,308 | 4,027 | 0.81% | 0.85% | 108 | +6,139 | 11.13% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 59,629 | 3,917 | 0.01% | 0.01% | 109 | -738 | -1.22% | Q1 2026 | Apr 22, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 59,102 | 3,882 | 0.63% | 0.55% | 110 | +9,440 | 19.01% | Q1 2026 | Apr 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 58,693 | 3,856 | 0.01% | 0.0% | 111 | +17,932 | 43.99% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 57,351 | 3,767 | 0.32% | 0.34% | 112 | -3,835 | -6.27% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 56,461 | 3,708 | 0.7% | 0.89% | 113 | -4,752 | -7.76% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 55,054 | 3,616 | 0.02% | 0.02% | 114 | +6,273 | 12.86% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 54,266 | 3,564 | 0.0% | 0.0% | 115 | +157 | 0.29% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,830 | 3,536 | 0.0% | 0.0% | 116 | +40,929 | 317.25% | Q1 2026 | Apr 27, 2026 |
| Verde Capital Management | History | Reduced | 53,762 | 3,531 | 0.76% | 0.81% | 117 | -2,847 | -5.03% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 53,628 | 3,522 | 0.0% | 0.0% | 118 | +2,663 | 5.23% | Q1 2026 | Apr 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 52,952 | 3,478 | 1.21% | 1.21% | 119 | +3,032 | 6.07% | Q1 2026 | Apr 15, 2026 |
| Echo45 Advisors LLC | History | Added to | 51,920 | 3,410 | 1.92% | 1.93% | 120 | +1,828 | 3.65% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 51,500 | 3,383 | 0.01% | 0.02% | 121 | -14,897 | -22.44% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Added to | 50,425 | 3,312 | 0.0% | 0.0% | 122 | +14,249 | 39.39% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 49,504 | 3,253 | 0.01% | 0.0% | 123 | +9,842 | 24.81% | Q1 2026 | Apr 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 48,329 | 3,174 | 0.23% | 0.13% | 124 | +22,454 | 86.78% | Q1 2026 | Apr 20, 2026 |
| Greenspring Advisors, LLC | History | Added to | 47,986 | 3,152 | 0.19% | 0.18% | 125 | +3,451 | 7.75% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 47,929 | 3,148 | 0.1% | 0.1% | 126 | +3,801 | 8.61% | Q1 2026 | Apr 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 47,733 | 3,135 | 0.04% | 0.05% | 127 | -17,299 | -26.6% | Q1 2026 | May 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 47,679 | 3,132 | 1.38% | 1.44% | 128 | +722 | 1.54% | Q1 2026 | Apr 15, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 47,267 | 3,104 | 0.49% | 0.5% | 129 | -861 | -1.79% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Added to | 45,467 | 3,069 | 0.05% | 0.06% | 130 | +1,321 | 2.99% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 45,542 | 2,991 | 0.01% | 0.01% | 131 | +3,316 | 7.85% | Q1 2026 | May 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 43,707 | 2,871 | 1.85% | 1.77% | 132 | +6,633 | 17.89% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 43,625 | 2,865 | 0.0% | 0.0% | 133 | -14,789 | -25.32% | Q1 2026 | May 11, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 43,139 | 2,833 | 1.52% | 1.57% | 134 | -1,079 | -2.44% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 41,357 | 2,788 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewSquare Capital LLC | History | Added to | 42,344 | 2,781 | 0.24% | 0.14% | 136 | +18,489 | 77.51% | Q1 2026 | May 08, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 42,319 | 2,779 | 1.82% | 1.87% | 137 | +2,072 | 5.15% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 41,496 | 2,725 | 0.0% | 0.0% | 138 | +41,438 | 71444.83% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 40,942 | 2,689 | 0.06% | 0.05% | 139 | +403 | 0.99% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 40,932 | 2,688 | 0.0% | 0.0% | 140 | +38,445 | 1545.84% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 40,690 | 2,672 | 0.04% | 0.04% | 141 | +4,878 | 13.62% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 39,420 | 2,589 | 0.0% | 0.0% | 142 | +14,252 | 56.63% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 38,731 | 2,544 | 0.15% | 0.14% | 143 | +2,198 | 6.02% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,957 | 2,493 | 0.01% | 0.01% | 144 | -15,012 | -28.34% | Q1 2026 | Apr 30, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 37,262 | 2,447 | 1.7% | 1.75% | 145 | +415 | 1.13% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,594 | 2,403 | 0.0% | 0.0% | 146 | +27,726 | 312.65% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 36,180 | 2,376 | 1.07% | 1.08% | 147 | -141 | -0.39% | Q1 2026 | May 05, 2026 |
| Sagace Wealth Management LLC | History | New | 35,680 | 2,343 | 1.57% | — | 148 | +35,680 | New | Q1 2026 | Apr 29, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 35,317 | 2,319 | 2.19% | 2.32% | 149 | -672 | -1.87% | Q1 2026 | Apr 10, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 34,901 | 2,292 | 1.61% | 1.62% | 150 | +1,108 | 3.28% | Q1 2026 | May 13, 2026 |
| Q3 Asset Management | History | New | 33,768 | 2,218 | 0.54% | — | 151 | +33,768 | New | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,711 | 2,214 | 0.0% | 0.0% | 152 | +1,281 | 3.95% | Q1 2026 | May 12, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 32,725 | 2,149 | 1.04% | 0.73% | 153 | +10,777 | 49.1% | Q1 2026 | Apr 29, 2026 |
| Custos Family Office, LLC | History | No change | 31,819 | 2,145 | 1.46% | 1.46% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 32,525 | 2,136 | 0.14% | 0.14% | 155 | -50 | -0.15% | Q1 2026 | Apr 14, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 32,401 | 2,128 | 0.62% | 0.62% | 156 | -740 | -2.23% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,277 | 2,120 | 0.16% | 0.09% | 157 | +14,373 | 80.28% | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 30,967 | 2,034 | 0.06% | 0.05% | 158 | -385 | -1.23% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,435 | 1,999 | 0.0% | 0.0% | 159 | +21,144 | 227.58% | Q1 2026 | May 13, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 30,000 | 1,970 | 1.65% | 1.78% | 160 | -3,000 | -9.09% | Q1 2026 | Apr 20, 2026 |
| Breakwater Investment Management | History | Reduced | 29,691 | 1,950 | 0.73% | 0.73% | 161 | -169 | -0.57% | Q1 2026 | May 14, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 33,020 | 1,944 | 0.77% | 0.84% | 162 | -9,293 | -21.96% | Q1 2026 | Apr 08, 2026 |
| K2 Financial Inc. | History | Added to | 28,717 | 1,932 | 1.4% | 1.43% | 163 | +1,284 | 4.68% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 29,092 | 1,911 | 0.06% | 0.06% | 164 | -775 | -2.59% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 28,836 | 1,894 | 0.03% | 0.03% | 165 | +836 | 2.99% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | New | 28,320 | 1,860 | 0.1% | — | 166 | +28,320 | New | Q1 2026 | May 14, 2026 |
| Veery Capital, LLC | History | Reduced | 27,567 | 1,810 | 0.56% | 0.64% | 167 | -3,405 | -10.99% | Q1 2026 | Apr 09, 2026 |
| Disciplined Investments, LLC | History | Reduced | 27,266 | 1,791 | 0.64% | 0.71% | 168 | -54 | -0.2% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 26,754 | 1,757 | 0.17% | 0.29% | 169 | -7,379 | -21.62% | Q1 2026 | Apr 06, 2026 |
| BNP PARIBAS | History | Added to | 26,306 | 1,728 | 0.05% | 0.04% | 170 | +3,590 | 15.8% | Q1 2026 | May 12, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 25,987 | 1,707 | 1.16% | — | 171 | +25,987 | New | Q1 2026 | Apr 08, 2026 |
| ALPS ADVISORS INC | History | Added to | 25,885 | 1,700 | 0.01% | 0.01% | 172 | +2,600 | 11.17% | Q1 2026 | May 08, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 25,719 | 1,689 | 0.9% | 1.3% | 173 | -10,118 | -28.23% | Q1 2026 | Apr 13, 2026 |
| Traub Capital Management LLC | History | Reduced | 25,485 | 1,674 | 1.66% | 1.68% | 174 | -448 | -1.73% | Q1 2026 | Apr 23, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 24,542 | 1,612 | 1.5% | 1.52% | 175 | +423 | 1.75% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 24,654 | 1,605 | 0.06% | 0.04% | 176 | +9,159 | 59.11% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 23,503 | 1,584 | 0.43% | 0.43% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 23,078 | 1,516 | 0.02% | 0.02% | 178 | -160 | -0.69% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 22,958 | 1,508 | 0.07% | 0.08% | 179 | -2,248 | -8.92% | Q1 2026 | May 05, 2026 |
| Rinkey Investments | History | No change | 22,725 | 1,492 | 0.38% | 0.39% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLB&B Advisors, LLC | History | Added to | 22,512 | 1,478 | 0.06% | 0.06% | 181 | +39 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | New | 22,251 | 1,461 | 0.0% | — | 182 | +22,251 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 22,140 | 1,454 | 0.09% | 0.09% | 183 | +285 | 1.3% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,130 | 1,453 | 0.0% | 0.0% | 184 | +6,135 | 38.36% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 22,021 | 1,446 | 0.11% | 0.16% | 185 | -7,801 | -26.16% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,743 | 1,428 | 0.04% | 0.04% | 186 | +711 | 3.38% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 20,568 | 1,386 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | Added to | 20,337 | 1,336 | 0.04% | 0.04% | 188 | +1,355 | 7.14% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,101 | 1,320 | 0.02% | 0.09% | 189 | -56,018 | -73.59% | Q1 2026 | Apr 10, 2026 |
| JT Stratford LLC | History | Added to | 19,870 | 1,305 | 0.17% | 0.15% | 190 | +2,051 | 11.51% | Q1 2026 | May 15, 2026 |
| David Kennon Inc | History | Reduced | 19,841 | 1,303 | 0.47% | 1.59% | 191 | -46,717 | -70.19% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 19,481 | 1,279 | 0.04% | 0.0% | 192 | +19,438 | 45204.65% | Q1 2026 | May 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 19,190 | 1,260 | 0.17% | 0.18% | 193 | +221 | 1.17% | Q1 2026 | May 14, 2026 |
| Heritage Family Offices, LLP | History | New | 18,979 | 1,246 | 0.55% | — | 194 | +18,979 | New | Q1 2026 | Apr 08, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 18,645 | 1,224 | 0.6% | 0.61% | 195 | +1,279 | 7.36% | Q1 2026 | Apr 22, 2026 |
| Investors Research Corp | History | Reduced | 18,615 | 1,222 | 0.23% | 0.23% | 196 | -68 | -0.36% | Q1 2026 | Apr 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,542 | 1,218 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 17,546 | 1,152 | 0.02% | 0.04% | 198 | -13,993 | -44.37% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,387 | 1,140 | 0.01% | 0.01% | 199 | +256 | 1.49% | Q1 2026 | Apr 07, 2026 |
| Ridgewood Investments LLC | History | New | 17,169 | 1,127 | 0.46% | — | 200 | +17,169 | New | Q1 2026 | Apr 03, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 17,022 | 1,118 | 1.43% | 1.46% | 201 | +15 | 0.09% | Q1 2026 | Apr 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 16,721 | 1,098 | 0.01% | 0.01% | 202 | +2,702 | 19.27% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 16,683 | 1,095 | 0.05% | 0.05% | 203 | +1,111 | 7.13% | Q1 2026 | Apr 30, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 16,624 | 1,092 | 0.21% | 0.2% | 204 | +1,082 | 6.96% | Q1 2026 | Apr 09, 2026 |
| Sidoxia Capital Management, LLC | History | New | 16,598 | 1,090 | 0.94% | — | 205 | +16,598 | New | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,574 | 1,088 | 0.01% | 0.01% | 206 | +7,974 | 92.72% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,497 | 1,083 | 0.04% | 0.04% | 207 | +504 | 3.15% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,875 | 1,070 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,846 | 1,040 | 0.01% | 0.01% | 209 | -950 | -5.66% | Q1 2026 | Apr 28, 2026 |
| LAM GROUP, INC. | History | Reduced | 15,685 | 1,030 | 0.57% | 0.64% | 210 | -1,040 | -6.22% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,254 | 1,002 | 0.0% | 0.0% | 211 | +19 | 0.12% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 15,164 | 996 | 0.03% | 0.03% | 212 | +655 | 4.51% | Q1 2026 | Apr 27, 2026 |
| Arrowroot Family Office, LLC | History | New | 14,702 | 965 | 0.32% | — | 213 | +14,702 | New | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 14,679 | 964 | 0.0% | 0.0% | 214 | +447 | 3.14% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,550 | 956 | 0.01% | 0.01% | 215 | -3,417 | -19.02% | Q1 2026 | Apr 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 13,339 | 876 | 0.08% | 0.09% | 216 | +682 | 5.39% | Q1 2026 | Apr 22, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 13,290 | 873 | 0.6% | 0.61% | 217 | +170 | 1.3% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Added to | 13,232 | 869 | 0.0% | 0.0% | 218 | +685 | 5.46% | Q1 2026 | May 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 13,059 | 857 | 0.45% | 0.42% | 219 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 12,973 | 852 | 0.02% | 0.03% | 220 | +115 | 0.89% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 12,723 | 835 | 0.04% | 0.04% | 221 | +824 | 6.92% | Q1 2026 | Apr 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 12,457 | 818 | 0.05% | 0.06% | 222 | -71 | -0.57% | Q1 2026 | Apr 27, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,292 | 807 | 0.27% | 0.31% | 223 | -543 | -4.23% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,225 | 803 | 0.01% | 0.02% | 224 | -369 | -2.93% | Q1 2026 | Apr 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 12,000 | 788 | 0.0% | — | 225 | +12,000 | New | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,745 | 771 | 0.04% | 0.05% | 226 | -180 | -1.51% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,716 | 769 | 0.03% | 0.03% | 227 | +2,440 | 26.3% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Added to | 10,859 | 713 | 0.21% | 0.18% | 228 | +1,415 | 14.98% | Q1 2026 | Apr 14, 2026 |
| Note Advisors, LLC | History | Added to | 10,623 | 697 | 0.35% | 0.36% | 229 | +236 | 2.27% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 10,441 | 685 | 0.01% | 0.01% | 230 | +736 | 7.58% | Q1 2026 | Apr 13, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 10,300 | 673 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,125 | 665 | 0.05% | 0.05% | 232 | +921 | 10.01% | Q1 2026 | Apr 28, 2026 |
| Ascent Wealth Partners, LLC | History | New | 10,091 | 662 | 0.08% | — | 233 | +10,091 | New | Q1 2026 | May 06, 2026 |
| Summa Corp. | History | No change | 10,000 | 656 | 0.27% | 0.29% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prostatis Group LLC | History | Reduced | 9,922 | 651 | 0.17% | 0.2% | 236 | -2,624 | -20.92% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 9,911 | 651 | 0.0% | 0.0% | 235 | +57 | 0.58% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 9,887 | 649 | 0.02% | — | 238 | +9,887 | New | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 9,890 | 649 | 0.27% | 0.28% | 237 | +83 | 0.85% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,629 | 632 | 0.01% | 0.01% | 239 | +5,084 | 111.86% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Reduced | 9,565 | 628 | 0.11% | 0.13% | 240 | -518 | -5.14% | Q1 2026 | May 01, 2026 |
| Stewardship Advisors, LLC | History | Added to | 9,504 | 624 | 0.14% | 0.13% | 241 | +1,021 | 12.04% | Q1 2026 | Apr 17, 2026 |
| Trust Point Inc. | History | Added to | 9,240 | 606 | 0.05% | 0.05% | 242 | +164 | 1.81% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,029 | 593 | 0.04% | 0.02% | 243 | +5,135 | 131.87% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,979 | 589 | 0.04% | 0.04% | 244 | +73 | 0.82% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | New | 8,883 | 583 | 0.0% | — | 245 | +8,883 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,647 | 568 | 0.0% | 0.01% | 246 | -6,114 | -41.42% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8,523 | 559 | 0.04% | 0.05% | 247 | -456 | -5.08% | Q1 2026 | May 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 8,422 | 553 | 0.32% | 0.31% | 248 | +707 | 9.16% | Q1 2026 | May 13, 2026 |
| KKM Financial LLC | History | No change | 8,151 | 549 | 0.1% | 0.1% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 8,308 | 545 | 0.05% | 0.83% | 250 | -146,281 | -94.63% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | Added to | 8,149 | 535 | 0.03% | 0.03% | 251 | +66 | 0.82% | Q1 2026 | May 07, 2026 |
| Legacy PCG, LLC | History | Reduced | 8,132 | 534 | 2.87% | 1.49% | 252 | -27,514 | -77.19% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 7,999 | 525 | 0.06% | 0.06% | 253 | +1,324 | 19.84% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 7,986 | 524 | 0.03% | 0.02% | 254 | +2,712 | 51.42% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 7,893 | 518 | 0.03% | 0.04% | 255 | +746 | 10.44% | Q1 2026 | Apr 21, 2026 |
| TSG Advice Partners, LLC | History | New | 7,799 | 512 | 0.08% | — | 257 | +7,799 | New | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,795 | 512 | 0.0% | — | 256 | +7,795 | New | Q1 2026 | May 12, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 7,774 | 510 | 0.4% | 0.36% | 258 | +75 | 0.97% | Q1 2026 | Apr 22, 2026 |
| Revisor Wealth Management LLC | History | Added to | 7,728 | 506 | 0.14% | 0.13% | 259 | +260 | 3.48% | Q1 2026 | Apr 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 7,697 | 505 | 0.04% | 0.02% | 260 | +4,000 | 108.2% | Q1 2026 | May 11, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 7,403 | 496 | 0.07% | 0.08% | 261 | -468 | -5.95% | Q1 2026 | Apr 28, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 7,536 | 495 | 0.16% | 0.22% | 262 | -2,118 | -21.94% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 7,503 | 492 | 0.01% | 0.01% | 263 | +4,136 | 122.84% | Q1 2026 | May 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 7,305 | 488 | 0.25% | 0.33% | 264 | -283 | -3.73% | Q1 2026 | May 18, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,327 | 481 | 0.19% | 0.2% | 266 | -10 | -0.14% | Q1 2026 | Apr 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 7,326 | 481 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 7,274 | 477 | 0.42% | 0.35% | 267 | +154 | 2.16% | Q1 2026 | Apr 24, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 7,161 | 469 | 0.27% | 0.45% | 268 | -2,811 | -28.19% | Q1 2026 | Apr 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 7,077 | 464 | 0.1% | 0.11% | 269 | -343 | -4.62% | Q1 2026 | May 05, 2026 |
| Hexagon Capital Partners LLC | History | New | 7,038 | 462 | 0.07% | — | 270 | +7,038 | New | Q1 2026 | May 04, 2026 |
| RAM Investment Partners, LLC | History | Added to | 6,887 | 452 | 0.08% | 0.07% | 271 | +888 | 14.8% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,869 | 451 | 0.0% | — | 272 | +6,869 | New | Q1 2026 | May 15, 2026 |
| DRAVO BAY LLC | History | Reduced | 6,832 | 448 | 0.18% | 0.2% | 273 | -484 | -6.62% | Q1 2026 | May 07, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 6,802 | 443 | 0.07% | 0.07% | 274 | -83 | -1.21% | Q1 2026 | May 07, 2026 |
| Strategic Advocates LLC | History | Reduced | 6,633 | 435 | 1.92% | 0.66% | 275 | -31,604 | -82.65% | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 6,654 | 433 | 0.49% | 0.49% | 276 | -859 | -11.43% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,369 | 429 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6,436 | 422 | 0.01% | — | 278 | +6,436 | New | Q1 2026 | May 11, 2026 |
| WBH ADVISORY INC | History | Added to | 6,370 | 417 | 0.03% | 0.03% | 279 | +1,274 | 25.0% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 6,321 | 415 | 0.02% | — | 280 | +6,321 | New | Q1 2026 | May 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 6,251 | 410 | 0.04% | 0.05% | 281 | -1,041 | -14.28% | Q1 2026 | May 12, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 6,064 | 398 | 0.22% | 0.3% | 283 | -2,248 | -27.05% | Q1 2026 | May 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 6,073 | 398 | 0.08% | 0.08% | 282 | +29 | 0.48% | Q1 2026 | May 05, 2026 |
| Pictet North America Advisors SA | History | Added to | 5,812 | 381 | 0.04% | 0.03% | 284 | +462 | 8.64% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,701 | 374 | 0.03% | 0.03% | 285 | +384 | 7.22% | Q1 2026 | May 05, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 5,664 | 372 | 0.19% | 0.1% | 286 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,632 | 369 | 0.01% | 0.01% | 287 | -36 | -0.64% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | New | 5,514 | 362 | 0.01% | — | 288 | +5,514 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,351 | 351 | 0.01% | 0.01% | 289 | +3,128 | 140.71% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 4,961 | 334 | 0.02% | 0.04% | 290 | -4,171 | -45.67% | Q1 2026 | Apr 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,067 | 332 | 0.01% | 0.01% | 291 | +686 | 15.66% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | New | 4,987 | 327 | 0.02% | — | 292 | +4,987 | New | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 4,932 | 323 | 0.03% | 0.03% | 293 | -6 | -0.12% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,781 | 314 | 0.01% | 0.02% | 294 | -475 | -9.04% | Q1 2026 | May 18, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,712 | 309 | 0.01% | 0.01% | 296 | -2,658 | -36.07% | Q1 2026 | May 07, 2026 |
| Elm Partners Management LLC | History | Added to | 4,755 | 309 | 0.01% | 0.01% | 295 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 4,643 | 304 | 0.14% | 0.15% | 297 | -204 | -4.21% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,500 | 295 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 4,488 | 294 | 0.06% | — | 299 | +4,488 | New | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | No change | 4,472 | 293 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Wealth Group, LLC | History | No change | 4,472 | 293 | 0.07% | 0.07% | 301 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Downshift Financial, LLC | History | Added to | 4,364 | 291 | 0.15% | 0.18% | 302 | +54 | 1.25% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 4,381 | 287 | 0.0% | 0.0% | 303 | -212 | -4.62% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,237 | 278 | 0.0% | — | 304 | +4,237 | New | Q1 2026 | May 15, 2026 |
| First Growth Capital LLC | History | New | 4,199 | 275 | 0.25% | — | 305 | +4,199 | New | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,040 | 265 | 0.0% | 0.0% | 306 | +285 | 7.59% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 3,902 | 255 | 0.04% | 0.04% | 307 | +99 | 2.6% | Q1 2026 | Apr 14, 2026 |
| Joule Financial, LLC | History | New | 3,844 | 252 | 0.07% | — | 309 | +3,844 | New | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,847 | 252 | 0.04% | 0.04% | 308 | +400 | 11.6% | Q1 2026 | May 04, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,800 | 249 | 0.0% | 0.0% | 310 | +489 | 14.77% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 3,704 | 243 | 0.03% | — | 312 | +3,704 | New | Q1 2026 | May 04, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 3,701 | 243 | 0.18% | 0.21% | 311 | -259 | -6.54% | Q1 2026 | Apr 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 3,680 | 241 | 0.0% | — | 314 | +3,680 | New | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 3,681 | 241 | 0.0% | 0.01% | 313 | +36 | 0.99% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 3,641 | 239 | 0.15% | 0.15% | 315 | -75 | -2.02% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,625 | 238 | 0.0% | 0.0% | 316 | -124 | -3.31% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,626 | 238 | 0.04% | 0.04% | 317 | +30 | 0.83% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,585 | 235 | 0.0% | 0.0% | 318 | -290 | -7.48% | Q1 2026 | May 13, 2026 |
| CHAPIN DAVIS, INC. | History | New | 3,570 | 234 | 0.05% | — | 319 | +3,570 | New | Q1 2026 | Apr 21, 2026 |
| Lynx Investment Advisory | History | Added to | 3,552 | 233 | 0.11% | 0.12% | 321 | +297 | 9.12% | Q1 2026 | Apr 24, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,550 | 233 | 0.11% | 0.11% | 320 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rossby Financial, LCC | History | Added to | 3,503 | 229 | 0.05% | 0.0% | 323 | +3,315 | 1763.3% | Q1 2026 | May 11, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 3,493 | 229 | 0.08% | 0.05% | 322 | +3 | 0.09% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,472 | 228 | 0.03% | 0.03% | 324 | -11 | -0.32% | Q1 2026 | Apr 13, 2026 |
| Occidental Asset Management, LLC | History | New | 3,452 | 226 | 0.03% | — | 325 | +3,452 | New | Q1 2026 | Apr 15, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 3,402 | 223 | 0.18% | 0.2% | 326 | -305 | -8.23% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 3,338 | 219 | 0.0% | 0.0% | 327 | -324 | -8.85% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,328 | 218 | 0.02% | 0.01% | 328 | +1,987 | 148.17% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,309 | 217 | 0.0% | 0.0% | 329 | -159 | -4.58% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,292 | 215 | 0.0% | — | 330 | +3,292 | New | Q1 2026 | May 15, 2026 |
| Northwest Capital Management Inc | History | No change | 3,160 | 213 | 0.92% | 0.92% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,200 | 210 | 0.0% | 0.02% | 333 | -56,254 | -94.62% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,210 | 210 | 0.01% | 0.01% | 332 | +1,062 | 49.44% | Q1 2026 | Apr 07, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 3,178 | 208 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 3,097 | 208 | 0.06% | 0.07% | 335 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | New | 3,147 | 206 | 0.0% | — | 336 | +3,147 | New | Q1 2026 | May 11, 2026 |
| Integris Wealth Management, LLC | History | New | 3,070 | 201 | 0.05% | — | 337 | +3,070 | New | Q1 2026 | Apr 10, 2026 |
| Adalta Capital Management LLC | History | No change | 3,050 | 200 | 0.1% | 0.09% | 338 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | No change | 3,057 | 200 | 0.06% | 0.06% | 339 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,963 | 194 | 0.14% | 0.15% | 340 | -72 | -2.37% | Q1 2026 | Apr 29, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,822 | 185 | 0.1% | 0.11% | 341 | +23 | 0.82% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,722 | 178 | 0.0% | 0.01% | 342 | -526 | -16.19% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,641 | 173 | 0.01% | 0.0% | 343 | +1,775 | 204.97% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 2,451 | 161 | 0.0% | 0.0% | 344 | +31 | 1.28% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,374 | 155 | 0.0% | 0.0% | 345 | +1,177 | 98.33% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,202 | 144 | 0.01% | 0.01% | 346 | +1,445 | 190.89% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | New | 1,815 | 119 | 0.03% | — | 347 | +1,815 | New | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,744 | 114 | 0.0% | 0.0% | 348 | +209 | 13.62% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 1,726 | 113 | 0.0% | 0.0% | 349 | +6 | 0.35% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,652 | 108 | 0.0% | 0.0% | 350 | -886 | -34.91% | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,331 | 87 | 0.05% | — | 351 | +1,331 | New | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 1,190 | 78 | 0.0% | — | 353 | +1,190 | New | Q1 2026 | May 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,193 | 78 | 0.03% | 0.03% | 352 | +11 | 0.93% | Q1 2026 | Apr 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 1,124 | 73 | 0.01% | 0.02% | 354 | -154 | -12.05% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,085 | 71 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,000 | 65 | 0.0% | — | 356 | +1,000 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 960 | 62 | 0.0% | 0.0% | 357 | +8 | 0.84% | Q1 2026 | Apr 27, 2026 |
| Capital Advisor Network LLC | History | New | 937 | 61 | 0.07% | — | 359 | +937 | New | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 938 | 61 | 0.02% | 0.02% | 358 | +32 | 3.53% | Q1 2026 | Apr 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 875 | 57 | 0.05% | — | 361 | +875 | New | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 873 | 57 | 0.0% | 0.0% | 360 | +546 | 166.97% | Q1 2026 | Apr 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 825 | 54 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Advisors | History | New | 760 | 49 | 0.0% | — | 363 | +760 | New | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 743 | 48 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 637 | 42 | 0.01% | 0.01% | 365 | +7 | 1.11% | Q1 2026 | Apr 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 625 | 41 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | No change | 614 | 40 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 560 | 36 | 0.02% | 0.01% | 368 | +133 | 31.15% | Q1 2026 | May 01, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 460 | 30 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 427 | 28 | 0.0% | 0.04% | 371 | -4,053 | -90.47% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 428 | 28 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | New | 420 | 27 | 0.08% | — | 372 | +420 | New | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 394 | 25 | 0.0% | — | 374 | +394 | New | Q1 2026 | May 11, 2026 |
| Pflug Koory, LLC | History | No change | 386 | 25 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Opal Wealth Advisors, LLC | History | New | 380 | 24 | 0.01% | — | 376 | +380 | New | Q1 2026 | Apr 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 374 | 24 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 359 | 23 | 0.0% | — | 377 | +359 | New | Q1 2026 | Apr 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 22,725 | 22 | 0.01% | 0.0% | 378 | +10,563 | 86.85% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 320 | 21 | 0.0% | 0.0% | 379 | -32 | -9.09% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 315 | 21 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 296 | 19 | 0.01% | 0.01% | 381 | -154 | -34.22% | Q1 2026 | Apr 10, 2026 |
| Arlington Trust Co LLC | History | New | 269 | 17 | 0.0% | — | 383 | +269 | New | Q1 2026 | Apr 08, 2026 |
| Anfield Capital Management, LLC | History | No change | 264 | 17 | 0.0% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 249 | 16 | 0.0% | 0.0% | 385 | +229 | 1145.0% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 244 | 16 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 234 | 15 | 0.0% | — | 386 | +232 | 11600.0% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 200 | 13 | 0.01% | — | 389 | +200 | New | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 207 | 13 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 10Elms LLP | History | No change | 200 | 13 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOTCO | History | New | 169 | 11 | 0.0% | — | 392 | +169 | New | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 175 | 11 | 0.0% | 0.0% | 390 | +23 | 15.13% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 175 | 11 | 0.0% | 0.0% | 391 | -5 | -2.78% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | New | 154 | 10 | 0.0% | — | 395 | +154 | New | Q1 2026 | May 07, 2026 |
| Transce3nd, LLC | History | Reduced | 154 | 10 | 0.09% | 0.09% | 394 | -15 | -8.88% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 166 | 10 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | Reduced | 141 | 9 | 0.0% | 0.01% | 397 | -113 | -44.49% | Q1 2026 | Apr 22, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 148 | 9 | 0.01% | 0.01% | 400 | +28 | 23.33% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 148 | 9 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 143 | 9 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 150 | 9 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 124 | 8 | 0.0% | 0.02% | 402 | -2,021 | -94.22% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | New | 131 | 8 | 0.0% | — | 405 | +131 | New | Q1 2026 | Apr 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 126 | 8 | 0.0% | — | 404 | +126 | New | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 125 | 8 | 0.0% | 0.0% | 403 | +64 | 104.92% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Main Street Group, LTD | History | New | 118 | 7 | 0.0% | — | 408 | +118 | New | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | New | 114 | 7 | 0.0% | — | 409 | +114 | New | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Reduced | 120 | 7 | 0.0% | 0.0% | 407 | -10 | -7.69% | Q1 2026 | Apr 22, 2026 |
| Daiwa Securities Group Inc. | History | No change | 117 | 7 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 93 | 6 | 0.0% | 0.0% | 410 | -22,886 | -99.6% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 94 | 6 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | New | 80 | 5 | 0.0% | — | 416 | +80 | New | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | New | 77 | 5 | 0.0% | — | 415 | +77 | New | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 84 | 5 | 0.0% | 0.0% | 414 | -54 | -39.13% | Q1 2026 | Apr 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 85 | 5 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 69 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CVA Family Office, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Planning Project LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 74 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 67 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 57 | 3 | 0.0% | 0.01% | 425 | -77 | -57.46% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 48 | 3 | 0.0% | 0.0% | 423 | -74 | -60.66% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | New | 57 | 3 | 0.0% | — | 428 | +57 | New | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 48 | 3 | 0.0% | 0.0% | 424 | -26 | -35.14% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 52 | 3 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Granite FO LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 46 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | New | 42 | 2 | 0.0% | — | 430 | +42 | New | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | New | 37 | 2 | 0.0% | — | 429 | +37 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 36 | 2 | 0.0% | — | 431 | +36 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 435 | -26 | -59.09% | Q1 2026 | Apr 06, 2026 |
| Burk Holdings LLC | History | New | 26 | 1 | 0.0% | — | 437 | +26 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22 | 1 | 0.0% | — | 436 | +22 | New | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.93% | — | -374,164 | -100.0% | Q1 2026 | May 14, 2026 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 5.59% | — | -247,679 | -100.0% | Q1 2026 | May 01, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Closed out | 0 | 0 | — | 0.45% | — | -223,842 | -100.0% | Q1 2026 | May 14, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -111,490 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -109,607 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -73,447 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,100 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -67,695 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.25% | — | -64,787 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -47,766 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -30,608 | -100.0% | Q1 2026 | May 01, 2026 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -24,747 | -100.0% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,591 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -23,591 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.94% | — | -23,477 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -23,247 | -100.0% | Q1 2026 | May 06, 2026 |
| Cobblestone Asset Management LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -21,775 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -18,324 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.61% | — | -16,042 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,946 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,021 | -100.0% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.47% | — | -12,135 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -8,660 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,981 | -100.0% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,179 | -100.0% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,135 | -100.0% | Q1 2026 | May 14, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -6,473 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,571 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,565 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,522 | -100.0% | Q1 2026 | May 01, 2026 |
| First Citizens Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,539 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,468 | -100.0% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,577 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.02% | — | -3,475 | -100.0% | Q1 2026 | May 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Closed out | 0 | 0 | — | 0.03% | — | -3,348 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,270 | -100.0% | Q1 2026 | May 11, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,230 | -100.0% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,228 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,029 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -642 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -368 | -97.1% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -362 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 05, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 7 | 0 | — | 0.0% | — | -105 | -93.75% | Q1 2026 | Apr 20, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | Reduced | 1 | 0 | — | — | — | -66 | -98.51% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 04, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Tidemark, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 27, 2026 |
| Hanson & Doremus Investment Management | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| Talon Private Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Pacific Financial | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Evolution Advisers, Inc. | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |