VANGUARD STAR FUNDS - VXUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | New | 87,515,479 | 6,748,317 | 26.45% | — | 1 | +87,515,479 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 87,491,307 | 6,600,342 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 30,141,800 | 2,204,571 | 4.48% | 3.71% | 3 | +15,070,900 | 100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,202,620 | 2,020,484 | 0.15% | 0.11% | 4 | +6,264,606 | 31.42% | Q1 2026 | May 15, 2026 |
| Narodna banka Slovenska | History | New | 14,913,131 | 1,112,817 | 37.07% | — | 5 | +14,913,131 | New | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 14,053,165 | 1,083,639 | 0.07% | 0.07% | 6 | -2,441,502 | -14.8% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,151,576 | 937,008 | 0.25% | 0.27% | 7 | +274,700 | 2.31% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,063,098 | 618,262 | 4.0% | 3.69% | 8 | +454,169 | 5.97% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,093,168 | 546,954 | 0.06% | 0.01% | 9 | +6,324,392 | 822.66% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 6,609,937 | 509,676 | 0.54% | 0.54% | 10 | +70,953 | 1.09% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,334,962 | 488,488 | 3.84% | 3.53% | 11 | +451,674 | 7.68% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,180,518 | 476,580 | 1.23% | 1.27% | 12 | -178,864 | -2.81% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,581,508 | 430,390 | 3.38% | 2.78% | 13 | +428,582 | 8.32% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 5,235,368 | 403,699 | 0.06% | 0.05% | 14 | +1,234,400 | 30.85% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 5,206,507 | 401,473 | 0.11% | 0.09% | 15 | +758,351 | 17.05% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,202,759 | 401,184 | 6.15% | 3.76% | 16 | +1,940,139 | 59.47% | Q1 2026 | Apr 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,932,706 | 380,310 | 0.09% | 0.08% | 17 | +51,386 | 1.05% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,686,069 | 361,342 | 0.06% | 0.05% | 18 | +508,924 | 12.18% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,655,610 | 358,994 | 0.07% | 0.04% | 19 | +1,646,096 | 54.7% | Q1 2026 | May 11, 2026 |
| Sageworth Trust Co | History | Reduced | 3,952,399 | 304,769 | 13.1% | 13.55% | 20 | -241,136 | -5.75% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,671,074 | 283,077 | 0.3% | 0.28% | 21 | +243,678 | 7.11% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,633,355 | 280,168 | 0.09% | 0.07% | 22 | +713,581 | 24.44% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,961,440 | 228,356 | 0.11% | 0.09% | 23 | +313,410 | 11.84% | Q1 2026 | May 18, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 2,943,879 | 227,002 | 15.26% | 14.31% | 24 | +101,085 | 3.56% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 2,379,228 | 183,462 | 11.56% | — | 25 | +2,379,228 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,308,735 | 178,043 | 0.26% | 0.23% | 26 | +240,379 | 11.62% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,145,556 | 165,409 | 0.24% | 0.22% | 27 | -270,578 | -11.2% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 2,129,230 | 164,184 | 9.22% | 8.41% | 28 | +26,520 | 1.26% | Q1 2026 | May 01, 2026 |
| First American Financial Corp | History | Added to | 2,105,410 | 162,348 | 43.9% | 42.23% | 29 | +15,250 | 0.73% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 2,100,975 | 162,006 | 0.34% | 0.36% | 30 | +110,204 | 5.54% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 2,082,582 | 160,587 | 5.55% | 5.29% | 31 | +202,295 | 10.76% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,026,689 | 155,218 | 0.32% | 0.34% | 32 | -1,164,330 | -36.49% | Q1 2026 | Apr 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,890,884 | 145,806 | 0.13% | 0.13% | 33 | +128,214 | 7.27% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,861,287 | 143,717 | 0.2% | 0.18% | 34 | +215,700 | 13.11% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,767,782 | 136,313 | 0.24% | 0.2% | 35 | +364,154 | 25.94% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,743,723 | 134,458 | 1.49% | 1.83% | 36 | -55,423 | -3.08% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,676,714 | 129,291 | 10.03% | 9.57% | 37 | +13,211 | 0.79% | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,643,243 | 126,710 | 6.89% | 5.79% | 38 | +250,388 | 17.98% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,689,136 | 126,060 | 0.01% | 0.01% | 39 | +198,564 | 13.32% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,622,955 | 125,194 | 0.14% | 0.14% | 40 | +17,385 | 1.08% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,507,462 | 116,240 | 0.21% | 0.16% | 41 | +339,009 | 29.01% | Q1 2026 | May 14, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 1,449,059 | 111,736 | 3.23% | 3.26% | 42 | -31,092 | -2.1% | Q1 2026 | May 04, 2026 |
| Global Endowment Management, LP | History | Added to | 1,439,639 | 111,011 | 12.39% | 11.22% | 43 | +247,799 | 20.79% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 1,430,075 | 110,273 | 5.96% | 4.07% | 44 | +448,929 | 45.76% | Q1 2026 | May 06, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,412,213 | 108,896 | 10.82% | 10.14% | 45 | +47,220 | 3.46% | Q1 2026 | May 07, 2026 |
| Gleason Group, Inc. | History | Added to | 1,327,474 | 102,361 | 10.14% | 9.38% | 46 | +59,102 | 4.66% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,314,367 | 99,155 | 0.03% | 0.03% | 47 | +24,051 | 1.86% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 1,203,056 | 92,767 | 1.15% | 0.72% | 48 | +338,746 | 39.19% | Q1 2026 | May 07, 2026 |
| St. Louis Trust Co | History | Reduced | 1,200,704 | 92,586 | 10.81% | 10.43% | 49 | -4,641 | -0.39% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,167,418 | 90,019 | 0.5% | 0.4% | 50 | -335,220 | -22.31% | Q1 2026 | Apr 29, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,149,849 | 88,664 | 4.77% | 4.6% | 51 | +3,690 | 0.32% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 1,010,609 | 83,506 | 7.49% | 7.47% | 52 | -6,298 | -0.62% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,078,350 | 83,151 | 0.08% | 0.07% | 53 | +93,987 | 9.55% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 1,099,375 | 82,055 | 2.53% | 2.46% | 54 | +5,541 | 0.51% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,044,386 | 80,533 | 10.24% | 9.18% | 55 | +115,424 | 12.43% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Added to | 1,025,006 | 79,038 | 1.71% | 1.31% | 56 | +46,458 | 4.75% | Q1 2026 | May 07, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 1,000,812 | 77,172 | 8.17% | 8.6% | 57 | -27,220 | -2.65% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,000,041 | 77,113 | 0.05% | 0.03% | 58 | +306,582 | 44.21% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 991,433 | 76,449 | 0.11% | 0.1% | 59 | +12,699 | 1.3% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 972,639 | 74,999 | 1.21% | 0.98% | 60 | +337,247 | 53.08% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 966,621 | 74,536 | 0.35% | 0.22% | 61 | +3,868 | 0.4% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 947,319 | 73,047 | 0.05% | 0.04% | 62 | +195,585 | 26.02% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 939,954 | 72,479 | 1.57% | 1.5% | 63 | +92,637 | 10.93% | Q1 2026 | May 04, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 926,464 | 72,378 | 18.92% | 18.65% | 64 | +35,486 | 3.98% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Added to | 892,206 | 68,798 | 1.67% | 1.41% | 65 | +5,564 | 0.63% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 834,375 | 64,338 | 0.3% | 0.25% | 66 | +131,247 | 18.67% | Q1 2026 | Apr 24, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 820,572 | 63,274 | 13.24% | 13.15% | 67 | -6,022 | -0.73% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 810,053 | 62,463 | 1.98% | 27.27% | 68 | -10,220,770 | -92.66% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 777,797 | 59,975 | 0.36% | 0.36% | 69 | +5,044 | 0.65% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 775,668 | 59,811 | 0.45% | 0.42% | 70 | +46,127 | 6.32% | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 774,479 | 59,720 | 2.89% | 4.92% | 71 | -482,489 | -38.39% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 762,643 | 58,807 | 2.71% | 0.05% | 72 | +747,714 | 5008.47% | Q1 2026 | Apr 20, 2026 |
| Greenline Partners, LLC | History | Added to | 749,731 | 57,811 | 6.21% | 5.7% | 73 | +89,681 | 13.59% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 745,773 | 57,498 | 0.07% | 0.05% | 74 | +181,194 | 32.09% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 739,473 | 57,020 | 0.0% | 0.0% | 75 | +160,002 | 27.61% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 735,394 | 56,706 | 0.52% | 0.49% | 76 | +7,664 | 1.05% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 729,817 | 56,276 | 0.3% | 0.34% | 77 | +90,068 | 14.08% | Q1 2026 | May 15, 2026 |
| SAM Advisors, LLC | History | Added to | 724,431 | 55,860 | 17.51% | 17.24% | 78 | +1,993 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 738,442 | 55,712 | 0.36% | 0.37% | 79 | +14,190 | 1.96% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 722,219 | 55,690 | 2.15% | 2.19% | 80 | -2,520 | -0.35% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | Added to | 712,542 | 54,944 | 16.93% | 16.46% | 81 | +25,142 | 3.66% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 688,440 | 53,085 | 7.83% | 7.46% | 82 | +13,506 | 2.0% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 685,730 | 52,876 | 0.15% | 0.15% | 83 | -118,834 | -14.77% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 665,073 | 51,283 | 0.09% | 0.0% | 84 | +660,376 | 14059.53% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 659,613 | 50,862 | 0.19% | 0.19% | 85 | +62,652 | 10.5% | Q1 2026 | Apr 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 643,659 | 49,632 | 6.89% | 6.25% | 86 | +50,167 | 8.45% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 645,976 | 48,247 | 0.02% | 0.02% | 87 | +264,381 | 69.28% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 608,493 | 46,920 | 0.1% | 0.08% | 88 | +120,863 | 24.79% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 621,820 | 46,910 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Added to | 595,695 | 45,934 | 0.22% | 0.11% | 90 | +350,062 | 142.51% | Q1 2026 | May 04, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 593,252 | 45,745 | 11.61% | 11.58% | 91 | -2,000 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 582,869 | 44,945 | 1.49% | 1.27% | 92 | +71,974 | 14.09% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 580,473 | 44,760 | 1.61% | 1.62% | 93 | -3,832 | -0.66% | Q1 2026 | May 13, 2026 |
| James J. Burns & Company, LLC | History | Added to | 576,420 | 44,447 | 6.03% | 5.97% | 94 | +2,660 | 0.46% | Q1 2026 | Apr 17, 2026 |
| Tenon Financial LLC | History | Added to | 566,090 | 43,651 | 17.15% | 15.97% | 95 | +63,793 | 12.7% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 560,317 | 43,206 | 0.01% | 0.01% | 96 | +25,423 | 4.75% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 541,563 | 41,759 | 3.12% | 3.0% | 97 | +4,388 | 0.82% | Q1 2026 | May 04, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 529,718 | 40,846 | 0.84% | 0.81% | 98 | -25 | -0.0% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 529,601 | 40,837 | 2.35% | 5.81% | 99 | -848,597 | -61.57% | Q1 2026 | Apr 20, 2026 |
| Estate Counselors, LLC | History | Reduced | 521,214 | 40,190 | 3.58% | 3.33% | 100 | -5,789 | -1.1% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 518,362 | 39,970 | 5.68% | — | 101 | +518,362 | New | Q1 2026 | May 14, 2026 |
| Souders Financial Advisors | History | Added to | 513,391 | 39,587 | 4.52% | 4.41% | 102 | +2,464 | 0.48% | Q1 2026 | May 04, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 512,768 | 39,539 | 2.68% | 2.67% | 103 | +4,161 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Efficient Advisors, LLC | History | Reduced | 511,013 | 39,404 | 2.8% | 2.81% | 104 | -127,945 | -20.02% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 499,729 | 38,534 | 0.06% | 0.06% | 105 | +1,758 | 0.35% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 491,313 | 38,327 | 2.87% | 2.69% | 106 | +10,475 | 2.18% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 489,616 | 37,754 | 0.0% | 0.01% | 107 | -331,124 | -40.34% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 486,052 | 37,479 | 2.72% | 2.74% | 108 | -78,233 | -13.86% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 482,590 | 37,212 | 0.01% | 0.0% | 109 | +457,813 | 1847.73% | Q1 2026 | May 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 477,600 | 36,827 | 8.93% | 8.52% | 110 | -16,900 | -3.42% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Added to | 469,323 | 36,189 | 0.0% | 0.0% | 111 | +12,269 | 2.68% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 468,336 | 36,113 | 1.29% | 1.24% | 112 | -2,589 | -0.55% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 451,672 | 34,828 | 0.14% | 0.13% | 113 | +27,624 | 6.51% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 449,329 | 34,647 | 0.95% | 0.94% | 114 | +1,869 | 0.42% | Q1 2026 | May 04, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 446,325 | 34,416 | 4.63% | 4.6% | 115 | -11,618 | -2.54% | Q1 2026 | Apr 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 443,022 | 34,161 | 0.14% | 0.12% | 116 | +24,994 | 5.98% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 438,324 | 33,799 | 1.07% | 1.06% | 117 | +6,614 | 1.53% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 435,435 | 33,576 | 0.06% | 0.06% | 118 | +52,634 | 13.75% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 430,220 | 33,174 | 1.39% | 1.48% | 119 | -20,161 | -4.48% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL PLC | History | Reduced | 423,000 | 32,617 | 0.19% | 0.29% | 120 | -68,000 | -13.85% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 416,367 | 32,106 | 0.01% | 0.01% | 121 | +34,058 | 8.91% | Q1 2026 | May 13, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 412,590 | 31,814 | 14.56% | 21.06% | 122 | +30,742 | 8.05% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 394,293 | 30,404 | 0.23% | 0.19% | 123 | +52,733 | 15.44% | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 393,566 | 30,347 | 5.85% | 5.66% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hardy Reed LLC | History | Reduced | 383,406 | 29,564 | 2.16% | 2.07% | 125 | -2,283 | -0.59% | Q1 2026 | Apr 28, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Added to | 376,108 | 29,001 | 12.67% | 25.31% | 126 | +4,320 | 1.16% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 373,899 | 28,831 | 0.05% | 0.03% | 127 | +113,116 | 43.38% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 372,818 | 28,748 | 0.33% | 0.31% | 128 | +6,246 | 1.7% | Q1 2026 | Apr 28, 2026 |
| Sunflower Bank, N.A. | History | Added to | 371,711 | 28,662 | 7.3% | 7.06% | 129 | +457 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Joseph Group Capital Management | History | Reduced | 362,216 | 27,930 | 6.98% | 7.31% | 130 | -6,359 | -1.73% | Q1 2026 | May 08, 2026 |
| Manuka Financial, LLC | History | Added to | 358,860 | 27,671 | 17.09% | 16.21% | 131 | +12,786 | 3.69% | Q1 2026 | May 07, 2026 |
| Prospera Capital Management, LLC | History | Added to | 353,407 | 27,249 | 13.67% | 13.25% | 132 | +5,291 | 1.52% | Q1 2026 | Apr 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 346,238 | 26,698 | 4.27% | 4.51% | 133 | +30,898 | 9.8% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 344,213 | 26,542 | 0.2% | 0.19% | 134 | +26,415 | 8.31% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 342,338 | 26,397 | 1.59% | 1.61% | 135 | -5,881 | -1.69% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 342,093 | 26,378 | 0.02% | 0.01% | 136 | +31,307 | 10.07% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 341,066 | 26,299 | 0.04% | 0.03% | 137 | +45,585 | 15.43% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 337,631 | 26,034 | 0.14% | 0.13% | 138 | +21,010 | 6.64% | Q1 2026 | May 05, 2026 |
| Curran Financial Partners, LLC | History | Added to | 337,085 | 25,992 | 4.65% | 4.39% | 139 | +30,861 | 10.08% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 334,701 | 25,808 | 0.81% | 0.58% | 140 | +167,738 | 100.46% | Q1 2026 | Apr 29, 2026 |
| Juno Financial Group LLC | History | Added to | 331,903 | 25,593 | 10.03% | 9.84% | 141 | +5,984 | 1.84% | Q1 2026 | May 06, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 328,487 | 25,329 | 4.38% | 4.32% | 142 | +11,880 | 3.75% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 327,346 | 25,241 | 8.67% | 9.33% | 143 | -26,103 | -7.39% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 324,300 | 25,006 | 0.11% | 0.13% | 144 | -80,385 | -19.86% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 323,626 | 24,954 | 5.08% | 4.58% | 145 | +26,712 | 9.0% | Q1 2026 | Apr 13, 2026 |
| Pacific Center for Financial Services | History | Added to | 322,650 | 24,879 | 6.31% | 0.39% | 146 | +301,710 | 1440.83% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 319,584 | 24,643 | 0.14% | 0.13% | 147 | +12,128 | 3.94% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 317,132 | 24,454 | 1.32% | 0.3% | 148 | +273,992 | 635.12% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 316,105 | 24,364 | 2.38% | 2.48% | 149 | -26,316 | -7.69% | Q1 2026 | May 06, 2026 |
| Shelter Mutual Insurance Co | History | No change | 314,823 | 24,276 | 5.4% | 5.3% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 314,652 | 24,261 | 0.37% | 0.4% | 151 | +54,673 | 21.03% | Q1 2026 | May 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 312,425 | 24,091 | 3.5% | 3.26% | 152 | +12,965 | 4.33% | Q1 2026 | May 13, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 312,054 | 24,062 | 16.88% | 16.69% | 153 | +1,591 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 307,719 | 23,728 | 11.79% | 11.09% | 154 | -2,160 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 305,684 | 23,571 | 0.51% | 0.35% | 155 | +82,793 | 37.15% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 297,187 | 22,916 | 0.09% | 0.04% | 156 | +160,882 | 118.03% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 296,224 | 22,841 | 0.04% | 0.02% | 157 | +150,811 | 103.71% | Q1 2026 | May 15, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 291,754 | 22,497 | 6.59% | 6.69% | 158 | +272 | 0.09% | Q1 2026 | Apr 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 291,594 | 22,484 | 0.36% | 0.33% | 159 | +19,870 | 7.31% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 290,999 | 22,438 | 1.38% | 1.32% | 160 | -6,557 | -2.2% | Q1 2026 | Apr 07, 2026 |
| Aperture Investors, LLC | History | Reduced | 290,907 | 22,431 | 2.83% | 2.92% | 161 | -48,186 | -14.21% | Q1 2026 | May 15, 2026 |
| FIDELIS iM, LLC | History | Added to | 289,026 | 22,286 | 8.43% | 7.73% | 162 | +24,999 | 9.47% | Q1 2026 | Apr 29, 2026 |
| Choate Investment Advisors | History | Reduced | 286,869 | 22,120 | 0.43% | 0.43% | 163 | -1,700 | -0.59% | Q1 2026 | May 13, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 274,017 | 21,129 | 15.1% | — | 164 | +274,017 | New | Q1 2026 | May 08, 2026 |
| Family CFO Inc | History | Reduced | 271,855 | 20,962 | 9.39% | 9.24% | 165 | -1,926 | -0.7% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 271,409 | 20,928 | 0.2% | 0.18% | 166 | +32,630 | 13.67% | Q1 2026 | May 08, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 276,853 | 20,885 | 0.71% | 0.71% | 167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SYKON CAPITAL LLC | History | Added to | 268,436 | 20,699 | 6.9% | 0.31% | 168 | +255,824 | 2028.42% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 267,642 | 20,637 | 0.06% | 0.03% | 169 | +165,491 | 162.01% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 266,928 | 20,582 | 0.06% | 0.03% | 170 | +98,356 | 58.35% | Q1 2026 | May 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 258,238 | 19,912 | 4.09% | 3.65% | 171 | +21,144 | 8.92% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 257,452 | 19,852 | 0.56% | 0.91% | 172 | -154,826 | -37.55% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | No change | 257,340 | 19,843 | 0.21% | 0.19% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 251,310 | 19,378 | 5.99% | 5.6% | 174 | +6,902 | 2.82% | Q1 2026 | Apr 20, 2026 |
| Drystone LLC | History | Added to | 248,107 | 19,131 | 17.24% | 16.82% | 175 | +59 | 0.02% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Added to | 246,586 | 19,014 | 0.77% | 0.63% | 176 | +9,668 | 4.08% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 246,492 | 19,007 | 0.19% | 0.25% | 177 | -24,718 | -9.11% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Added to | 245,780 | 18,951 | 0.47% | 0.48% | 178 | +10,891 | 4.64% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 242,510 | 18,699 | 2.2% | 1.01% | 179 | +30,546 | 14.41% | Q1 2026 | May 13, 2026 |
| Prime Buchholz LLC | History | Added to | 241,477 | 18,620 | 9.73% | 8.62% | 180 | +48,937 | 25.42% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Added to | 237,498 | 18,313 | 7.54% | 7.01% | 181 | +10,429 | 4.59% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 237,446 | 18,309 | 0.89% | 0.8% | 182 | +18,615 | 8.51% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 233,976 | 18,041 | 0.14% | 0.19% | 183 | +18,837 | 8.76% | Q1 2026 | May 15, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 233,431 | 17,999 | 12.06% | 11.93% | 184 | +2,680 | 1.16% | Q1 2026 | Apr 14, 2026 |
| David Kennon Inc | History | Added to | 233,054 | 17,970 | 6.44% | 5.65% | 185 | +22,254 | 10.56% | Q1 2026 | Apr 28, 2026 |
| Breakwater Investment Management | History | Reduced | 229,707 | 17,712 | 6.59% | 6.43% | 186 | -5,783 | -2.46% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 228,438 | 17,614 | 1.41% | 1.22% | 187 | +31,233 | 15.84% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 227,924 | 17,575 | 0.09% | 0.07% | 188 | +61,629 | 37.06% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 225,620 | 17,397 | 0.78% | 0.8% | 189 | +235 | 0.1% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 225,266 | 17,370 | 0.87% | 0.9% | 190 | -3,911 | -1.71% | Q1 2026 | Apr 23, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 220,965 | 17,038 | 6.71% | 6.97% | 191 | -15,599 | -6.59% | Q1 2026 | Apr 23, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 217,881 | 16,800 | 5.56% | 5.53% | 192 | +2,321 | 1.08% | Q1 2026 | Apr 17, 2026 |
| GuidedMoney, LLC | History | Added to | 217,147 | 16,744 | 8.79% | 8.68% | 193 | +1,769 | 0.82% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Reduced | 199,519 | 16,709 | 0.25% | 0.3% | 194 | -3,467 | -1.71% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 214,178 | 16,708 | 0.16% | 0.21% | 195 | -45,814 | -17.62% | Q1 2026 | Apr 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 213,651 | 16,474 | 4.51% | 4.34% | 196 | +4,481 | 2.14% | Q1 2026 | May 11, 2026 |
| Brooklyn FI, LLC | History | Added to | 212,310 | 16,371 | 3.44% | 3.35% | 197 | +4,663 | 2.25% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 211,440 | 16,304 | 0.03% | 0.03% | 198 | +1,856 | 0.89% | Q1 2026 | May 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 211,060 | 16,274 | 8.51% | 7.58% | 199 | +21,725 | 11.47% | Q1 2026 | May 11, 2026 |
| Factor Wealth Management LTD | History | Added to | 209,746 | 16,173 | 3.04% | 2.49% | 200 | +56,615 | 36.97% | Q1 2026 | Apr 20, 2026 |
| Shade Tree Advisors LLC | History | Added to | 209,434 | 16,149 | 11.57% | 10.71% | 201 | +22,573 | 12.08% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 207,231 | 16,009 | 1.85% | 1.68% | 202 | +28,745 | 16.1% | Q1 2026 | May 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 207,396 | 15,992 | 1.6% | 1.61% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 206,753 | 15,942 | 1.12% | 0.82% | 204 | +2,571 | 1.26% | Q1 2026 | May 11, 2026 |
| Berman McAleer LLC | History | Added to | 202,512 | 15,615 | 2.13% | 2.08% | 205 | +638 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 201,062 | 15,503 | 0.21% | 0.18% | 206 | +29,444 | 17.16% | Q1 2026 | May 15, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 200,583 | 15,467 | 12.25% | 12.0% | 207 | +2,651 | 1.34% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 200,344 | 15,448 | 0.2% | 0.12% | 208 | +93,670 | 87.81% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 199,053 | 15,348 | 4.68% | 3.9% | 209 | +34,896 | 21.26% | Q1 2026 | Apr 28, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 192,108 | 14,813 | 3.8% | 3.95% | 210 | -559 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 190,612 | 14,768 | 6.11% | 5.73% | 211 | +9,593 | 5.3% | Q1 2026 | Apr 15, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 191,361 | 14,755 | 9.85% | 9.47% | 212 | +8,169 | 4.46% | Q1 2026 | May 04, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 190,255 | 14,670 | 8.21% | 7.8% | 213 | +8,214 | 4.51% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 188,742 | 14,554 | 0.04% | 0.03% | 214 | +2,853 | 1.53% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 186,919 | 14,413 | 0.18% | 0.17% | 215 | +26,239 | 16.33% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 186,431 | 14,375 | 0.08% | 0.07% | 216 | +13,060 | 7.53% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 183,785 | 14,171 | 0.01% | 0.01% | 217 | +29,085 | 18.8% | Q1 2026 | May 12, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 182,621 | 14,081 | 20.59% | 19.75% | 218 | +5,244 | 2.96% | Q1 2026 | Apr 07, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 181,979 | 14,032 | 11.03% | 10.93% | 219 | +3,442 | 1.93% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 181,212 | 13,973 | 0.17% | 0.16% | 220 | +9,681 | 5.64% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Added to | 180,531 | 13,920 | 0.32% | 0.28% | 221 | +7,171 | 4.14% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 178,258 | 13,745 | 0.29% | 0.26% | 222 | +27,235 | 18.03% | Q1 2026 | Apr 13, 2026 |
| Diversified Trust Co | History | Added to | 177,419 | 13,680 | 0.25% | 0.24% | 223 | +2,516 | 1.44% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 174,937 | 13,638 | 0.04% | 0.03% | 224 | +108,160 | 161.97% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 175,732 | 13,550 | 0.46% | 0.05% | 225 | +158,209 | 902.86% | Q1 2026 | Apr 07, 2026 |
| Calydon Capital | History | Added to | 173,835 | 13,404 | 2.19% | 2.21% | 226 | +128 | 0.07% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,528 | 13,303 | 0.01% | 0.0% | 227 | +49,142 | 39.83% | Q1 2026 | May 15, 2026 |
| Dodds Wealth, LLC | History | Reduced | 171,066 | 13,190 | 3.24% | 3.2% | 228 | -1,694 | -0.98% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 169,460 | 13,067 | 0.07% | 0.06% | 229 | +18,923 | 12.57% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 168,486 | 12,992 | 0.21% | 0.24% | 230 | +5,874 | 3.61% | Q1 2026 | May 18, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 167,895 | 12,946 | 10.25% | 10.61% | 231 | -4,315 | -2.51% | Q1 2026 | Apr 29, 2026 |
| Schulz Wealth, LTD. | History | No change | 171,252 | 12,919 | 8.28% | 8.28% | 232 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 170,686 | 12,876 | 6.72% | 6.72% | 233 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 166,972 | 12,874 | 4.26% | 6.2% | 234 | +3,272 | 2.0% | Q1 2026 | Apr 20, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 163,993 | 12,645 | 5.03% | 5.23% | 235 | -7,269 | -4.24% | Q1 2026 | Apr 22, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 162,625 | 12,540 | 4.92% | 4.91% | 236 | +2,763 | 1.73% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 162,100 | 12,499 | 0.0% | 0.0% | 237 | +97,100 | 149.38% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 161,689 | 12,467 | 0.11% | 0.07% | 238 | +86,635 | 115.43% | Q1 2026 | May 06, 2026 |
| BFSG, LLC | History | Added to | 161,361 | 12,442 | 1.18% | 0.97% | 239 | +29,264 | 22.15% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 158,701 | 12,237 | 0.0% | 0.0% | 240 | +1,700 | 1.08% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 158,225 | 12,200 | 0.38% | 0.06% | 241 | +134,607 | 569.93% | Q1 2026 | Apr 08, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 156,459 | 12,064 | 0.48% | 0.42% | 242 | +14,544 | 10.25% | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 153,648 | 11,847 | 0.14% | 0.14% | 243 | +2,489 | 1.65% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 153,329 | 11,823 | 0.55% | 0.6% | 244 | -2,608 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 152,663 | 11,771 | 0.13% | 0.13% | 245 | -4,675 | -2.97% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 144,811 | 11,763 | 0.38% | 0.36% | 246 | +12,278 | 9.26% | Q1 2026 | Apr 09, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 151,981 | 11,719 | 4.75% | 4.53% | 247 | +8,389 | 5.84% | Q1 2026 | May 12, 2026 |
| BANK OF HAWAII | History | Added to | 150,206 | 11,582 | 0.61% | 0.54% | 248 | +6,629 | 4.62% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 149,510 | 11,528 | 0.06% | 0.02% | 249 | +103,682 | 226.24% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Reduced | 148,516 | 11,452 | 4.28% | 4.36% | 250 | -1,572 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | Added to | 144,438 | 11,119 | 0.32% | 0.32% | 251 | +7,449 | 5.44% | Q1 2026 | Apr 09, 2026 |
| Northstar Group, Inc. | History | Added to | 141,883 | 10,940 | 1.55% | 1.31% | 252 | +14,195 | 11.12% | Q1 2026 | Apr 28, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 141,415 | 10,904 | 4.93% | 4.86% | 253 | -913 | -0.64% | Q1 2026 | May 14, 2026 |
| Intelligent Financial Strategies | History | Added to | 140,729 | 10,851 | 5.65% | 5.04% | 254 | +1,675 | 1.2% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 139,809 | 10,780 | 0.34% | 0.36% | 255 | -11,165 | -7.4% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Reduced | 135,545 | 10,573 | 1.69% | 1.83% | 256 | -3,410 | -2.45% | Q1 2026 | Apr 14, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 136,471 | 10,523 | 10.19% | 11.55% | 257 | -49,336 | -26.55% | Q1 2026 | May 12, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 136,386 | 10,516 | 7.9% | 7.42% | 258 | +6,999 | 5.41% | Q1 2026 | Apr 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 135,702 | 10,463 | 0.41% | 0.41% | 259 | +86,928 | 178.23% | Q1 2026 | May 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 133,671 | 10,307 | 7.02% | 6.7% | 260 | +190 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 132,935 | 10,250 | 0.84% | 0.77% | 261 | +12,540 | 10.42% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 132,816 | 10,241 | 5.03% | 3.06% | 262 | +51,555 | 63.44% | Q1 2026 | Apr 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 131,927 | 10,172 | 1.73% | 1.78% | 263 | -2,498 | -1.86% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 131,262 | 10,121 | 1.06% | 1.05% | 264 | -2,155 | -1.62% | Q1 2026 | May 04, 2026 |
| Optas, LLC | History | Reduced | 130,236 | 10,042 | 1.52% | 1.54% | 265 | -641 | -0.49% | Q1 2026 | Apr 24, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 129,308 | 9,970 | 5.66% | 5.37% | 266 | +1,809 | 1.42% | Q1 2026 | Apr 08, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 128,503 | 9,908 | 0.23% | 0.23% | 267 | -1,777 | -1.36% | Q1 2026 | Apr 29, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 127,568 | 9,836 | 8.78% | 9.0% | 268 | -2,750 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 125,244 | 9,779 | 5.21% | 1.39% | 269 | +89,845 | 253.81% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 123,710 | 9,539 | 0.01% | 0.01% | 270 | +22,807 | 22.6% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 123,300 | 9,507 | 4.43% | 4.13% | 271 | +13,745 | 12.55% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | Added to | 123,122 | 9,493 | 0.1% | 0.14% | 272 | +48,540 | 65.08% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 122,900 | 9,476 | 0.01% | — | 273 | +122,900 | New | Q1 2026 | May 15, 2026 |
| M Wealth Management, LLC | History | Added to | 122,851 | 9,473 | 7.97% | 7.91% | 274 | +2,367 | 1.96% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 113,900 | 9,450 | 6.07% | 5.55% | 275 | +8,457 | 8.02% | Q1 2026 | May 06, 2026 |
| B&D White Capital Company, LLC | History | Added to | 121,428 | 9,363 | 1.16% | 1.02% | 276 | +4,923 | 4.23% | Q1 2026 | May 13, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 120,171 | 9,266 | 5.03% | 4.85% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK HAPOALIM BM | History | New | 119,514 | 9,216 | 1.41% | — | 278 | +119,514 | New | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 119,417 | 9,208 | 1.11% | 1.15% | 279 | -1,177 | -0.98% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 118,959 | 9,172 | 0.0% | 0.04% | 280 | -3,612,650 | -96.81% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 118,632 | 9,147 | 0.16% | 0.16% | 281 | +5,274 | 4.65% | Q1 2026 | May 07, 2026 |
| ADE, LLC | History | Reduced | 118,023 | 9,100 | 4.36% | 4.32% | 282 | -198 | -0.17% | Q1 2026 | May 14, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 116,280 | 8,966 | 3.41% | 3.47% | 283 | -1,477 | -1.25% | Q1 2026 | Apr 15, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 116,036 | 8,947 | 1.03% | 0.83% | 284 | +16,670 | 16.78% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisors, LLC | History | Reduced | 115,171 | 8,880 | 1.05% | 0.95% | 285 | -2,484 | -2.11% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 114,894 | 8,859 | 0.93% | 0.2% | 286 | +100,787 | 714.45% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 114,469 | 8,826 | 0.11% | 0.07% | 287 | +29,357 | 34.49% | Q1 2026 | May 13, 2026 |
| Downshift Financial, LLC | History | Added to | 106,657 | 8,718 | 4.51% | 4.55% | 289 | +13,688 | 14.72% | Q1 2026 | Apr 29, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 113,067 | 8,718 | 3.54% | 3.52% | 288 | +57 | 0.05% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 112,851 | 8,701 | 0.01% | 0.0% | 290 | +96,103 | 573.82% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 103,798 | 8,657 | 1.06% | 1.07% | 291 | -5,505 | -5.04% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 114,163 | 8,612 | 0.17% | 0.17% | 292 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 111,367 | 8,587 | 0.2% | 0.04% | 293 | +92,100 | 478.02% | Q1 2026 | May 04, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 110,525 | 8,522 | 0.59% | 0.93% | 294 | -71,398 | -39.25% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 109,103 | 8,511 | 0.15% | 0.16% | 295 | -3,835 | -3.4% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 110,241 | 8,500 | 0.14% | 0.13% | 296 | +6,443 | 6.21% | Q1 2026 | Apr 27, 2026 |
| Latigo Investments, LLC | History | No change | 110,240 | 8,500 | 4.23% | 4.09% | 297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MRWM Advisors, LLC | History | Added to | 110,205 | 8,497 | 4.61% | 4.35% | 298 | +2,719 | 2.53% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | New | 103,252 | 8,454 | 0.94% | — | 299 | +103,252 | New | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 107,916 | 8,321 | 1.38% | 1.31% | 300 | +3,861 | 3.71% | Q1 2026 | Apr 29, 2026 |