VANGUARD WHITEHALL FUNDS - VYM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,758,401 | 1,889,519 | 0.14% | 0.13% | 1 | +229,521 | 1.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 10,354,566 | 1,533,511 | 0.09% | 0.09% | 2 | +151,570 | 1.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,617,263 | 1,128,116 | 0.35% | 0.34% | 3 | -102,743 | -1.33% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 6,759,886 | 1,001,139 | 0.27% | 0.27% | 4 | -60,233 | -0.88% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,091,191 | 902,105 | 0.17% | 0.14% | 5 | +584,934 | 10.62% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,454,000 | 793,447 | 0.05% | 0.05% | 6 | +90,998 | 1.7% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 3,839,152 | 568,578 | 0.39% | 0.37% | 7 | +220,398 | 6.09% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 3,722,386 | 551,285 | 0.08% | 0.07% | 8 | +844,133 | 29.33% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,667,871 | 543,359 | 0.13% | 0.14% | 9 | -519,970 | -12.42% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,451,729 | 511,201 | 0.14% | 0.15% | 10 | +967 | 0.03% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,985,657 | 435,145 | 0.21% | 0.23% | 11 | +390,373 | 15.04% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,706,655 | 400,855 | 0.59% | 0.57% | 12 | -45,072 | -1.64% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,699,936 | 399,860 | 0.43% | 0.41% | 13 | +54,785 | 2.07% | Q1 2026 | May 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 2,837,108 | 398,642 | 0.81% | 0.67% | 14 | +1,418,554 | 100.0% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,476,663 | 366,794 | 0.06% | 0.06% | 15 | -14,967 | -0.6% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,392,901 | 354,388 | 0.5% | 0.45% | 16 | +18,527 | 0.78% | Q1 2026 | Apr 27, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,229,005 | 330,115 | 2.8% | 2.67% | 17 | -85,906 | -3.71% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,949,873 | 288,776 | 0.71% | 0.63% | 18 | +36,434 | 1.9% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,860,644 | 275,561 | 0.03% | 0.03% | 19 | -9,256 | -0.49% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,463,217 | 216,702 | 2.3% | 2.29% | 20 | -42,033 | -2.79% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,455,190 | 215,522 | 0.23% | 0.22% | 21 | +34,835 | 2.45% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,399,111 | 207,208 | 0.82% | 0.77% | 22 | +1,004 | 0.07% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,384,842 | 205,149 | 0.3% | 0.31% | 23 | -70,244 | -4.83% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,375,466 | 203,707 | 0.19% | 0.19% | 24 | -91,202 | -6.22% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,274,000 | 188,679 | 0.02% | 0.02% | 25 | +182,000 | 16.67% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,260,883 | 186,736 | 0.71% | 0.65% | 26 | +165,083 | 15.07% | Q1 2026 | Apr 30, 2026 |
| Howard Capital Management Inc. | History | No change | 1,132,957 | 167,790 | 2.74% | 2.1% | 27 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,090,112 | 161,446 | 0.42% | 0.41% | 28 | -118 | -0.01% | Q1 2026 | Apr 30, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,040,153 | 154,046 | 5.11% | 4.87% | 29 | +12,357 | 1.2% | Q1 2026 | Apr 22, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,035,700 | 153,387 | 3.21% | 3.12% | 30 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 955,524 | 141,513 | 0.22% | 0.21% | 31 | +26,651 | 2.87% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 942,329 | 139,558 | 0.19% | 0.18% | 32 | +7,179 | 0.77% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 913,105 | 135,230 | 0.08% | 0.07% | 33 | +4,105 | 0.45% | Q1 2026 | May 08, 2026 |
| Wharton Business Group, LLC | History | Reduced | 889,433 | 131,685 | 4.97% | 4.87% | 34 | -3,034 | -0.34% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 868,479 | 128,621 | 0.78% | 0.73% | 35 | +39,369 | 4.75% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 856,648 | 126,859 | 0.22% | 0.22% | 36 | +36,399 | 4.44% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 789,676 | 116,951 | 3.27% | 3.13% | 37 | -533 | -0.07% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 774,708 | 114,746 | 0.16% | 0.16% | 38 | +13,143 | 1.73% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 752,342 | 111,421 | 0.04% | 0.04% | 39 | +43,621 | 6.15% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 749,545 | 111,007 | 0.45% | 0.43% | 40 | +23,701 | 3.27% | Q1 2026 | May 14, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 735,340 | 108,903 | 18.54% | 17.79% | 41 | +9,339 | 1.29% | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | Added to | 731,082 | 108,273 | 8.67% | 8.3% | 42 | +26,695 | 3.79% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 723,858 | 107,072 | 0.15% | 0.14% | 43 | +657 | 0.09% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 712,500 | 105,521 | 0.01% | 0.01% | 44 | +223,172 | 45.61% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 692,223 | 99,366 | 0.64% | 0.64% | 45 | +38,970 | 5.97% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 662,033 | 98,047 | 0.2% | 0.2% | 46 | -36,017 | -5.16% | Q1 2026 | May 06, 2026 |
| HCR Wealth Advisors | History | Added to | 645,989 | 95,671 | 9.92% | 9.13% | 47 | +3,870 | 0.6% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 627,878 | 92,988 | 1.06% | 1.04% | 48 | -11,306 | -1.77% | Q1 2026 | Apr 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 586,809 | 86,906 | 10.82% | 8.81% | 49 | +85,485 | 17.05% | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 586,333 | 86,835 | 2.38% | 2.15% | 50 | +3,533 | 0.61% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 583,072 | 86,303 | 0.1% | 0.1% | 51 | +13,104 | 2.3% | Q1 2026 | May 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 559,760 | 82,900 | 14.89% | 14.26% | 52 | +9,955 | 1.81% | Q1 2026 | Apr 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 552,464 | 81,819 | 1.32% | 1.17% | 53 | +156,199 | 39.42% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 550,774 | 81,569 | 1.05% | 1.0% | 54 | +6,845 | 1.26% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 527,222 | 78,107 | 0.09% | 0.09% | 55 | +5,939 | 1.14% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 522,526 | 77,386 | 0.21% | 0.22% | 56 | -104,611 | -16.68% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 516,733 | 76,528 | 0.39% | 0.38% | 57 | +36,452 | 7.59% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 501,305 | 74,243 | 0.04% | 0.05% | 58 | -199,623 | -28.48% | Q1 2026 | May 12, 2026 |
| Arlington Trust Co LLC | History | Added to | 457,412 | 67,742 | 5.97% | 6.36% | 59 | +22,776 | 5.24% | Q1 2026 | Apr 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 2,909,177 | 67,131 | 5.03% | 6.11% | 60 | -69,326 | -2.33% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 439,845 | 65,140 | 0.03% | 0.03% | 61 | +22,783 | 5.46% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 437,000 | 64,719 | 0.48% | 0.4% | 62 | +94,199 | 27.48% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 421,193 | 62,378 | 2.69% | 1.9% | 63 | +102,237 | 32.05% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 396,945 | 58,787 | 1.14% | 0.9% | 64 | +77,546 | 24.28% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | Added to | 396,206 | 58,662 | 2.55% | 2.48% | 65 | +5,697 | 1.46% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 383,007 | 56,723 | 7.87% | 9.45% | 66 | -88,831 | -18.83% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 382,664 | 56,672 | 0.27% | 0.25% | 67 | +5,780 | 1.53% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 373,493 | 56,145 | 0.98% | 0.96% | 68 | +2,265 | 0.61% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 376,906 | 55,819 | 2.18% | 1.91% | 69 | +39,628 | 11.75% | Q1 2026 | Apr 10, 2026 |
| COMMERCE BANK | History | Added to | 368,959 | 54,642 | 0.26% | 0.12% | 70 | +212,318 | 135.54% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 353,720 | 52,385 | 4.96% | 4.73% | 71 | +8,164 | 2.36% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 345,677 | 51,194 | 0.03% | 0.03% | 72 | +22,587 | 6.99% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 345,479 | 51,168 | 0.1% | 0.1% | 73 | -147,712 | -29.95% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 345,410 | 51,155 | 0.0% | 0.0% | 74 | +49,700 | 16.81% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 335,331 | 49,662 | 0.27% | 0.23% | 75 | +37,928 | 12.75% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 332,863 | 49,297 | 0.37% | 0.36% | 76 | +5,475 | 1.67% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 331,376 | 49,076 | 11.27% | 11.16% | 77 | +4,386 | 1.34% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 330,577 | 48,958 | 0.18% | 0.14% | 78 | +51,150 | 18.31% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | Added to | 329,681 | 48,825 | 1.69% | 1.68% | 79 | +15,633 | 4.98% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Reduced | 327,542 | 48,509 | 11.25% | 11.39% | 80 | -13,139 | -3.86% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 312,896 | 46,339 | 7.09% | 6.64% | 81 | +5,263 | 1.71% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 306,905 | 45,452 | 3.11% | 3.01% | 82 | +1,936 | 0.63% | Q1 2026 | Apr 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 303,736 | 44,983 | 0.49% | 0.45% | 83 | +14,545 | 5.03% | Q1 2026 | May 13, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 298,225 | 44,167 | 7.87% | 7.66% | 84 | -546 | -0.18% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 290,905 | 43,083 | 0.32% | 0.32% | 85 | +12,426 | 4.46% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 290,128 | 42,968 | 0.04% | 0.04% | 86 | +9,132 | 3.25% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Reduced | 275,353 | 42,709 | 0.63% | 0.82% | 87 | -14,090 | -4.87% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Reduced | 282,076 | 41,775 | 0.14% | 0.14% | 88 | -29,075 | -9.34% | Q1 2026 | May 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 268,922 | 39,827 | 3.47% | 3.54% | 89 | +1,118 | 0.42% | Q1 2026 | Apr 07, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 268,772 | 39,805 | 13.37% | 12.71% | 90 | -1,932 | -0.71% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 267,243 | 39,578 | 0.21% | 0.23% | 91 | +37,806 | 16.48% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 263,015 | 38,952 | 0.46% | 0.43% | 92 | +18,683 | 7.65% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 258,466 | 38,279 | 0.12% | 0.11% | 93 | -2,361 | -0.91% | Q1 2026 | May 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 257,625 | 38,154 | 4.85% | 4.71% | 94 | +6,685 | 2.66% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 248,838 | 36,852 | 7.97% | 4.69% | 95 | +97,991 | 64.96% | Q1 2026 | May 12, 2026 |
| Human Investing LLC | History | Added to | 247,921 | 36,716 | 5.35% | 5.0% | 96 | +1,458 | 0.59% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 247,703 | 36,684 | 0.2% | 0.19% | 97 | +3,863 | 1.58% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Reduced | 246,335 | 36,482 | 5.29% | 5.09% | 98 | -1,730 | -0.7% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 239,077 | 35,407 | 1.27% | 1.16% | 99 | +6,832 | 2.94% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 238,986 | 35,393 | 0.58% | 0.57% | 100 | +33,755 | 16.45% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 236,843 | 35,076 | 0.06% | 0.01% | 101 | +218,605 | 1198.62% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 232,282 | 34,400 | 0.27% | 0.3% | 102 | +55,449 | 31.36% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 228,477 | 33,837 | 0.04% | 0.04% | 103 | +19,596 | 9.38% | Q1 2026 | May 14, 2026 |
| Forum Private Client Group LLC | History | Added to | 225,753 | 33,443 | 11.15% | 10.85% | 104 | +3,915 | 1.76% | Q1 2026 | May 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 224,100 | 33,189 | 7.33% | 7.11% | 105 | +3,835 | 1.74% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 223,273 | 33,066 | 0.01% | 0.0% | 106 | +181,007 | 428.26% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 223,260 | 33,064 | 1.12% | 1.02% | 107 | +4,745 | 2.17% | Q1 2026 | Apr 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 223,217 | 33,058 | 1.1% | 1.04% | 108 | +2,411 | 1.09% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | Added to | 217,792 | 32,254 | 6.99% | 7.01% | 109 | +6,351 | 3.0% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 217,294 | 32,181 | 0.54% | 0.53% | 110 | -3,165 | -1.44% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 214,837 | 31,817 | 0.21% | 0.2% | 111 | -1,119 | -0.52% | Q1 2026 | May 05, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 213,802 | 31,664 | 7.34% | 7.21% | 112 | +332 | 0.16% | Q1 2026 | May 06, 2026 |
| Focused Wealth Management, Inc | History | Added to | 212,958 | 31,539 | 3.27% | 3.18% | 113 | +624 | 0.29% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 212,775 | 31,511 | 8.18% | 7.84% | 114 | +1,088 | 0.51% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | Added to | 212,349 | 31,449 | 3.38% | 3.28% | 115 | +1,376 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 211,759 | 31,361 | 3.99% | 4.01% | 116 | -1,703 | -0.8% | Q1 2026 | Apr 16, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 211,254 | 31,287 | 11.61% | 5.89% | 117 | +108,264 | 105.12% | Q1 2026 | Apr 15, 2026 |
| BANK OF HAWAII | History | Reduced | 210,758 | 31,213 | 1.63% | 1.5% | 118 | -935 | -0.44% | Q1 2026 | May 14, 2026 |
| DeDora Capital, Inc. | History | Reduced | 210,147 | 31,122 | 7.63% | 7.28% | 119 | -4,118 | -1.92% | Q1 2026 | Apr 27, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 205,856 | 30,487 | 15.26% | 14.93% | 120 | +4,417 | 2.19% | Q1 2026 | Apr 27, 2026 |
| REBALANCE, LLC | History | Added to | 199,088 | 29,484 | 1.71% | 1.61% | 121 | +7,507 | 3.92% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 198,052 | 29,331 | 2.66% | 2.98% | 122 | -32,105 | -13.95% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 198,049 | 29,330 | 0.63% | 0.61% | 123 | +967 | 0.49% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 198,037 | 29,329 | 0.05% | 0.05% | 124 | +11,358 | 6.08% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 204,322 | 29,324 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 197,241 | 29,215 | 0.14% | 0.15% | 126 | +3,236 | 1.67% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 195,769 | 28,993 | 0.26% | 0.27% | 127 | +47,225 | 31.79% | Q1 2026 | May 06, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 200,033 | 28,707 | 2.96% | 2.96% | 128 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 191,212 | 28,318 | 13.69% | — | 129 | +191,212 | New | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 196,748 | 28,237 | 0.88% | 0.88% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 189,823 | 28,112 | 4.72% | 4.71% | 131 | -1,598 | -0.83% | Q1 2026 | Apr 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 187,912 | 27,829 | 7.07% | 6.87% | 132 | +1,867 | 1.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 184,699 | 27,353 | 0.08% | 0.06% | 133 | +23,400 | 14.51% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 184,342 | 27,301 | 0.08% | 0.07% | 134 | +2,144 | 1.18% | Q1 2026 | May 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 182,505 | 27,028 | 3.64% | 3.54% | 135 | -1,415 | -0.77% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 181,131 | 26,825 | 0.21% | 0.19% | 136 | +6,534 | 3.74% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 181,034 | 26,811 | 2.79% | 2.75% | 137 | +58 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Steele Capital Management, Inc. | History | Added to | 180,206 | 26,688 | 1.11% | 0.84% | 138 | +43,696 | 32.01% | Q1 2026 | Apr 29, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 179,036 | 26,515 | 10.65% | 10.48% | 139 | -18,532 | -9.38% | Q1 2026 | Apr 13, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 178,093 | 26,375 | 8.24% | 7.76% | 140 | +7,456 | 4.37% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 175,685 | 26,018 | 2.6% | 2.88% | 141 | -25,878 | -12.84% | Q1 2026 | Apr 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 175,457 | 25,985 | 1.58% | 1.53% | 142 | +1,827 | 1.05% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Added to | 174,887 | 25,900 | 5.35% | 5.17% | 143 | +3,065 | 1.78% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Added to | 171,583 | 25,411 | 1.43% | 1.39% | 144 | +987 | 0.58% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 169,422 | 25,091 | 0.52% | 0.56% | 145 | -4,128 | -2.38% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 167,178 | 24,733 | 0.23% | 0.06% | 146 | +127,724 | 323.73% | Q1 2026 | Apr 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 166,426 | 24,647 | 0.0% | 0.0% | 147 | +3,162 | 1.94% | Q1 2026 | May 14, 2026 |
| Oak Harvest Investment Services | History | Reduced | 166,381 | 24,640 | 2.57% | 2.87% | 148 | -16,878 | -9.21% | Q1 2026 | Apr 22, 2026 |
| Allen Investment Management, LLC | History | Added to | 164,208 | 24,319 | 0.3% | 0.16% | 149 | +62,412 | 61.31% | Q1 2026 | May 07, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 163,823 | 24,302 | 12.36% | 12.03% | 150 | -470 | -0.29% | Q1 2026 | May 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 163,987 | 24,286 | 3.43% | 2.87% | 151 | -4,530 | -2.69% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 163,633 | 24,234 | 0.26% | 0.3% | 152 | -17,165 | -9.49% | Q1 2026 | Apr 20, 2026 |
| Montis Financial, LLC | History | Reduced | 163,039 | 24,146 | 4.99% | 4.86% | 153 | -8,207 | -4.79% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 162,017 | 23,994 | 3.68% | 3.58% | 154 | +6,232 | 4.0% | Q1 2026 | May 04, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 161,375 | 23,899 | 6.53% | 6.41% | 155 | -7,344 | -4.35% | Q1 2026 | May 13, 2026 |
| Ariston Services Group | History | Closed out | 0 | 23,454 | 14.03% | 13.29% | 156 | -157,818 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 157,470 | 23,321 | 1.29% | 1.23% | 157 | +4,404 | 2.88% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 155,660 | 23,053 | 0.0% | 0.0% | 158 | +10,845 | 7.49% | Q1 2026 | May 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 155,197 | 22,984 | 4.52% | 4.38% | 159 | +1,272 | 0.83% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 155,078 | 22,967 | 3.21% | 3.19% | 160 | -11,767 | -7.05% | Q1 2026 | Apr 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 156,215 | 22,420 | 4.22% | 4.22% | 161 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Decker Wealth Management LLC | History | Added to | 151,032 | 22,367 | 5.07% | 4.63% | 162 | +4,009 | 2.73% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 149,535 | 22,146 | 0.0% | 0.0% | 163 | +113,770 | 318.1% | Q1 2026 | May 15, 2026 |
| Ballast, Inc. | History | Added to | 149,339 | 22,117 | 5.12% | 4.86% | 164 | +4,562 | 3.15% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 147,764 | 21,883 | 0.28% | 0.26% | 165 | +24,463 | 19.84% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 145,206 | 21,505 | 0.04% | 0.04% | 166 | +3,392 | 2.39% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 145,107 | 21,490 | 6.0% | 5.58% | 167 | +795 | 0.55% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 145,060 | 21,483 | 0.67% | 0.66% | 168 | -238 | -0.16% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 139,297 | 20,629 | 0.09% | 0.07% | 169 | +25,343 | 22.24% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 139,085 | 20,598 | 0.03% | 0.03% | 170 | +8,431 | 6.45% | Q1 2026 | May 13, 2026 |
| Northside Capital Management, LLC | History | No change | 138,090 | 20,451 | 1.8% | 1.72% | 171 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NOVEM GROUP | History | Added to | 137,293 | 20,333 | 2.33% | 0.2% | 172 | +125,410 | 1055.37% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 136,981 | 20,287 | 0.03% | 0.03% | 173 | +1,605 | 1.19% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 136,948 | 20,281 | 0.16% | 0.15% | 174 | +4,862 | 3.68% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 136,721 | 20,248 | 0.99% | 0.89% | 175 | +8,605 | 6.72% | Q1 2026 | May 05, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 136,372 | 20,196 | 0.59% | 0.53% | 176 | -235 | -0.17% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 135,891 | 20,125 | 0.69% | 0.71% | 177 | -13,280 | -8.9% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 135,661 | 20,091 | 0.5% | 0.49% | 178 | -1,205 | -0.88% | Q1 2026 | Apr 29, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 134,484 | 19,917 | 2.36% | 2.34% | 179 | -869 | -0.64% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | Added to | 133,757 | 19,809 | 0.21% | 0.09% | 180 | +108,467 | 428.89% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 131,649 | 19,497 | 1.0% | 1.04% | 181 | -6,167 | -4.47% | Q1 2026 | Apr 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 131,531 | 19,481 | 1.74% | 1.72% | 182 | -1,569 | -1.18% | Q1 2026 | May 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 130,497 | 19,326 | 0.23% | 0.2% | 183 | +11,096 | 9.29% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 130,154 | 19,275 | 1.0% | 1.08% | 184 | -11,578 | -8.17% | Q1 2026 | Apr 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 128,075 | 18,967 | 0.93% | 0.82% | 185 | +11,985 | 10.32% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 125,305 | 18,557 | 0.53% | 0.62% | 186 | -13,348 | -9.63% | Q1 2026 | Apr 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 124,693 | 18,467 | 0.43% | — | 187 | +124,693 | New | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 124,575 | 18,449 | 0.21% | 0.16% | 188 | +27,442 | 28.25% | Q1 2026 | Apr 16, 2026 |
| Tepp RIA, LLC | History | Added to | 124,149 | 18,386 | 14.4% | 15.47% | 189 | +15,218 | 13.97% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 124,006 | 18,365 | 1.18% | 1.12% | 190 | -39 | -0.03% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 123,124 | 18,234 | 0.99% | 0.97% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 122,539 | 18,148 | 0.71% | 0.18% | 192 | +110,973 | 959.48% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 122,179 | 18,094 | 0.88% | 0.98% | 193 | -19,224 | -13.6% | Q1 2026 | May 04, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 122,013 | 18,070 | 1.91% | 1.66% | 194 | +9,080 | 8.04% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 121,968 | 18,063 | 2.27% | 2.21% | 195 | +1,576 | 1.31% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 122,895 | 17,637 | 5.13% | 5.13% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AF Advisors, Inc. | History | No change | 118,864 | 17,603 | 9.73% | 6.48% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Unison Advisors LLC | History | Added to | 118,758 | 17,588 | 1.33% | 1.49% | 198 | +25 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Certified Advisory Corp | History | Added to | 117,763 | 17,440 | 1.56% | 1.53% | 199 | +413 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Mittelman Wealth Management | History | Reduced | 117,650 | 17,423 | 10.86% | 11.26% | 200 | -3,067 | -2.54% | Q1 2026 | May 15, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 117,640 | 17,422 | 16.81% | 16.22% | 201 | -398 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Hardy Reed LLC | History | Reduced | 117,628 | 17,420 | 1.27% | 1.24% | 202 | -3,219 | -2.66% | Q1 2026 | Apr 28, 2026 |
| Juno Financial Group LLC | History | Added to | 117,434 | 17,391 | 6.82% | 6.59% | 203 | +2,764 | 2.41% | Q1 2026 | May 06, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 116,018 | 17,182 | 3.36% | 2.66% | 204 | +18,828 | 19.37% | Q1 2026 | Apr 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 115,669 | 17,130 | 1.37% | 1.31% | 205 | -2,201 | -1.87% | Q1 2026 | May 13, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 113,556 | 16,817 | 0.96% | 0.96% | 206 | -5,392 | -4.53% | Q1 2026 | May 07, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 109,477 | 16,763 | 9.49% | 9.36% | 207 | +3,491 | 3.29% | Q1 2026 | Apr 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 112,660 | 16,685 | 7.02% | 7.01% | 208 | +785 | 0.7% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 112,497 | 16,660 | 0.0% | 0.0% | 209 | -33,003 | -22.68% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 109,257 | 16,180 | 0.09% | 0.09% | 210 | +603 | 0.55% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 108,356 | 16,047 | 0.22% | 0.21% | 211 | +8,356 | 8.36% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 108,296 | 16,038 | 0.08% | 0.09% | 212 | -9,275 | -7.89% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 107,802 | 15,965 | 2.52% | 2.1% | 213 | +7,874 | 7.88% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 107,116 | 15,863 | 0.12% | 0.11% | 214 | -99 | -0.09% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 105,602 | 15,639 | 0.0% | 0.0% | 215 | +15,957 | 17.8% | Q1 2026 | May 13, 2026 |
| SWAN Capital LLC | History | Added to | 105,343 | 15,601 | 5.73% | 4.83% | 216 | +18,743 | 21.64% | Q1 2026 | May 14, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 104,703 | 15,506 | 4.54% | 4.45% | 217 | +2,857 | 2.81% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 104,591 | 15,489 | 0.3% | 0.32% | 218 | -8,919 | -7.86% | Q1 2026 | Apr 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 104,213 | 15,433 | 1.01% | 1.4% | 219 | -43,299 | -29.35% | Q1 2026 | Apr 28, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 104,118 | 15,419 | 1.41% | 1.27% | 220 | +5,494 | 5.57% | Q1 2026 | Apr 22, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 104,004 | 15,403 | 3.59% | 3.4% | 221 | +1,081 | 1.05% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 103,642 | 15,349 | 0.98% | 0.96% | 222 | -1,855 | -1.76% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 102,764 | 15,219 | 1.07% | 1.01% | 223 | +708 | 0.69% | Q1 2026 | May 14, 2026 |
| Causey Wealth LLC | History | Added to | 102,576 | 15,191 | 6.45% | 7.07% | 224 | +1,623 | 1.61% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | Added to | 102,373 | 15,161 | 3.11% | 2.91% | 225 | +367 | 0.36% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 102,033 | 15,111 | 0.71% | 0.67% | 226 | +4,578 | 4.7% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 101,379 | 15,014 | 4.48% | 4.36% | 227 | +141 | 0.14% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 100,573 | 14,894 | 0.62% | 0.77% | 228 | -20,162 | -16.7% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 100,459 | 14,878 | 0.23% | 0.19% | 229 | +35,256 | 54.07% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 100,404 | 14,869 | 2.0% | 1.93% | 230 | +1,901 | 1.93% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 97,919 | 14,501 | 2.58% | 2.5% | 231 | +3,724 | 3.95% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 97,674 | 14,466 | 0.19% | 0.18% | 232 | -790 | -0.8% | Q1 2026 | May 15, 2026 |
| Pointe Capital Management LLC | History | Reduced | 97,516 | 14,442 | 7.15% | 7.0% | 233 | -862 | -0.88% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 97,193 | 14,394 | 0.02% | 0.02% | 234 | -1,983 | -2.0% | Q1 2026 | May 15, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 97,002 | 14,351 | 2.55% | 2.28% | 235 | -88 | -0.09% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 96,652 | 14,313 | 0.09% | 0.08% | 236 | +5,246 | 5.74% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 96,476 | 14,288 | 4.02% | 3.78% | 237 | +7,710 | 8.69% | Q1 2026 | Apr 22, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 94,834 | 14,045 | 1.16% | 1.17% | 238 | -2,731 | -2.8% | Q1 2026 | May 14, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 91,873 | 14,026 | 6.29% | 6.13% | 239 | -913 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 94,578 | 14,007 | 2.51% | 1.38% | 240 | +43,763 | 86.12% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 94,078 | 13,932 | 3.82% | 3.68% | 241 | +5,639 | 6.38% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 93,691 | 13,875 | 0.91% | 1.13% | 242 | -7,116 | -7.06% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 93,169 | 13,798 | 0.11% | 0.15% | 243 | -27,541 | -22.82% | Q1 2026 | Apr 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 93,008 | 13,774 | 2.16% | 2.26% | 244 | -5,262 | -5.35% | Q1 2026 | May 01, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 92,205 | 13,655 | 5.79% | 4.23% | 245 | +24,808 | 36.81% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 91,306 | 13,522 | 2.86% | 2.79% | 246 | -750 | -0.81% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 91,088 | 13,490 | 0.06% | 0.04% | 247 | -7,392 | -7.51% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 93,247 | 13,382 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 90,185 | 13,356 | 6.94% | 6.67% | 249 | +8,591 | 10.53% | Q1 2026 | May 15, 2026 |
| Grandview Asset Management LLC | History | Reduced | 88,704 | 13,173 | 3.86% | 3.65% | 250 | -4,093 | -4.41% | Q1 2026 | May 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 88,643 | 13,128 | 2.92% | 2.54% | 251 | +7,602 | 9.38% | Q1 2026 | May 21, 2026 |
| WEST BANCORPORATION INC | History | Added to | 88,546 | 13,113 | 6.54% | 5.58% | 252 | +14,406 | 19.43% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 87,951 | 13,025 | 0.08% | 0.09% | 253 | -7,039 | -7.41% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Reduced | 87,793 | 13,002 | 0.75% | 0.71% | 254 | -459 | -0.52% | Q1 2026 | May 04, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 87,598 | 12,973 | 13.42% | 13.28% | 255 | +2,261 | 2.65% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 86,816 | 12,857 | 1.33% | 1.15% | 256 | -698 | -0.8% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 86,095 | 12,750 | 0.06% | 0.05% | 257 | +19,219 | 28.74% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 85,895 | 12,721 | 0.16% | 0.15% | 258 | +218 | 0.25% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 85,725 | 12,695 | 0.29% | 0.33% | 259 | -8,220 | -8.75% | Q1 2026 | May 15, 2026 |
| Elevation Advisory Partners LLC | History | New | 84,976 | 12,627 | 11.79% | — | 260 | +84,976 | New | Q1 2026 | May 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 84,688 | 12,542 | 3.29% | 2.76% | 261 | +906 | 1.08% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 82,719 | 12,250 | 0.64% | 0.67% | 262 | -22,127 | -21.1% | Q1 2026 | Apr 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 82,336 | 12,193 | 1.17% | 1.1% | 263 | +2,084 | 2.6% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 81,500 | 12,070 | 0.02% | 0.01% | 264 | +48,900 | 150.0% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 81,419 | 12,058 | 3.58% | 3.42% | 265 | +2,373 | 3.0% | Q1 2026 | May 06, 2026 |
| Francis Financial, Inc. | History | Reduced | 81,308 | 12,041 | 2.23% | 3.03% | 266 | -26,805 | -24.79% | Q1 2026 | May 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 81,137 | 12,016 | 0.23% | 0.22% | 267 | -995 | -1.21% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 83,348 | 11,962 | 0.21% | 0.21% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 80,623 | 11,940 | 1.32% | 1.33% | 269 | -2,159 | -2.61% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 80,547 | 11,929 | 0.14% | 0.13% | 270 | +764 | 0.96% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 80,547 | 11,929 | 1.15% | 1.08% | 271 | -292 | -0.36% | Q1 2026 | May 06, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 80,425 | 11,910 | 2.88% | 2.62% | 272 | +5,058 | 6.71% | Q1 2026 | May 05, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 79,988 | 11,846 | 1.35% | 1.29% | 273 | +1,020 | 1.29% | Q1 2026 | Apr 21, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 79,953 | 11,841 | 5.58% | 3.8% | 274 | +12,476 | 18.49% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 79,907 | 11,834 | 0.53% | 0.49% | 275 | -732 | -0.91% | Q1 2026 | May 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 79,793 | 11,817 | 0.36% | 0.03% | 276 | +72,259 | 959.11% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Reduced | 79,740 | 11,809 | 0.19% | 0.2% | 277 | -4,832 | -5.71% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 79,689 | 11,802 | 0.13% | 0.15% | 278 | +1,736 | 2.23% | Q1 2026 | May 15, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 79,492 | 11,772 | 7.19% | 6.58% | 279 | +522 | 0.66% | Q1 2026 | Apr 08, 2026 |
| Kropog Financial Group, LLC | History | Added to | 78,367 | 11,606 | 9.43% | 8.52% | 280 | +1,738 | 2.27% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 78,136 | 11,571 | 0.0% | 0.0% | 281 | +11,850 | 17.88% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 77,423 | 11,466 | 0.37% | 0.19% | 282 | +873 | 1.14% | Q1 2026 | Apr 29, 2026 |
| Beacon Bank & Trust | History | New | 77,292 | 11,446 | 2.35% | — | 283 | +77,292 | New | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 76,495 | 11,328 | 1.79% | 2.06% | 284 | -1,327 | -1.71% | Q1 2026 | Apr 17, 2026 |
| AMG National Trust Bank | History | Added to | 76,449 | 11,322 | 0.25% | 0.25% | 285 | +2,599 | 3.52% | Q1 2026 | May 04, 2026 |
| EPG Wealth Management LLC | History | Added to | 75,998 | 11,255 | 3.05% | 2.9% | 286 | +909 | 1.21% | Q1 2026 | May 07, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 75,742 | 11,217 | 1.28% | 1.12% | 287 | +3,351 | 4.63% | Q1 2026 | Apr 10, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 75,650 | 11,203 | 4.69% | 4.85% | 288 | -5,035 | -6.24% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 74,930 | 11,097 | 0.02% | 0.02% | 289 | +612 | 0.82% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 74,438 | 11,024 | 0.48% | 0.5% | 290 | +474 | 0.64% | Q1 2026 | Apr 28, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 74,248 | 10,996 | 4.43% | 4.46% | 291 | +1,867 | 2.58% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 74,233 | 10,993 | 0.26% | 0.24% | 292 | +7,283 | 10.88% | Q1 2026 | May 04, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 74,156 | 10,982 | 11.17% | 10.27% | 293 | +246 | 0.33% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 73,375 | 10,866 | 0.19% | 0.19% | 294 | -595 | -0.8% | Q1 2026 | May 04, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 73,085 | 10,823 | 2.21% | 2.25% | 295 | -1,426 | -1.91% | Q1 2026 | Apr 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 72,813 | 10,783 | 1.96% | 1.78% | 296 | +2,063 | 2.92% | Q1 2026 | May 11, 2026 |
| Granite FO LLC | History | Reduced | 72,511 | 10,738 | 6.35% | 5.77% | 297 | -2,917 | -3.87% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 72,420 | 10,725 | 0.3% | 0.28% | 298 | -2,082 | -2.79% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 72,404 | 10,723 | 0.28% | 0.27% | 299 | +49 | 0.07% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | Added to | 72,337 | 10,713 | 0.47% | 0.1% | 300 | +59,612 | 468.46% | Q1 2026 | May 11, 2026 |