VANGUARD WHITEHALL FUNDS - VYMI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 6,436,027 | 606,531 | 0.04% | 0.03% | 1 | +819,306 | 14.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,173,258 | 581,767 | 0.04% | 0.04% | 2 | +596,348 | 10.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,447,269 | 324,870 | 0.05% | 0.02% | 3 | +2,077,926 | 151.75% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,064,412 | 288,790 | 6.22% | 4.97% | 4 | +562,191 | 22.47% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,656,027 | 250,273 | 0.44% | 0.44% | 5 | +92,394 | 3.6% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,506,373 | 236,200 | 0.06% | 0.05% | 6 | +278,712 | 12.51% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,368,695 | 223,225 | 0.04% | 0.04% | 7 | +176,646 | 8.06% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,327,248 | 219,451 | 0.05% | 0.04% | 8 | +547,268 | 30.75% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,295,218 | 216,301 | 0.06% | 0.05% | 9 | +303,610 | 15.24% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,193,118 | 200,590 | 0.1% | 0.1% | 10 | +459,587 | 26.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,863,608 | 175,626 | 0.02% | 0.01% | 11 | +763,608 | 69.42% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,839,912 | 173,393 | 0.03% | 0.02% | 12 | +293,768 | 19.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,493,437 | 140,741 | 0.04% | 0.04% | 13 | +117,195 | 8.52% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,357,180 | 127,900 | 4.96% | 4.98% | 14 | +20,997 | 1.57% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 966,063 | 91,041 | 6.46% | 5.48% | 15 | +646,107 | 201.94% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 959,383 | 90,374 | 0.11% | 0.1% | 16 | +70,430 | 7.92% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 804,663 | 75,831 | 0.08% | 0.08% | 17 | +20,342 | 2.59% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 704,278 | 66,371 | 0.05% | 0.04% | 18 | +20,752 | 3.04% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 673,221 | 63,444 | 0.17% | 0.15% | 19 | +54,040 | 8.73% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 637,186 | 60,048 | 0.06% | 0.06% | 20 | +41,252 | 6.92% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 596,921 | 56,253 | 0.03% | 0.03% | 21 | +61,865 | 11.56% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 600,454 | 54,042 | 0.35% | 0.31% | 22 | +93,845 | 18.52% | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 597,971 | 53,817 | 7.7% | 7.7% | 23 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 556,228 | 52,418 | 0.07% | 0.06% | 24 | +42,237 | 8.22% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 487,857 | 45,990 | 0.07% | 0.05% | 25 | +93,554 | 23.73% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 466,042 | 42,745 | 0.0% | 0.0% | 26 | +14,087 | 3.12% | Q1 2026 | May 13, 2026 |
| LS Investment Advisors, LLC | History | Added to | 421,380 | 39,710 | 5.94% | 5.0% | 27 | +24,770 | 6.25% | Q1 2026 | Apr 20, 2026 |
| Capital Advantage, Inc. | History | Added to | 414,165 | 39,030 | 5.1% | 4.98% | 28 | +4,162 | 1.02% | Q1 2026 | Apr 10, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 412,284 | 38,853 | 8.57% | 8.18% | 29 | +4,083 | 1.0% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Reduced | 397,650 | 37,474 | 0.08% | 0.07% | 30 | -7,628 | -1.88% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 380,660 | 35,873 | 0.04% | 0.04% | 31 | -2,916 | -0.76% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 361,291 | 34,048 | 0.05% | 0.09% | 32 | -248,325 | -40.73% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 341,416 | 32,175 | 0.03% | 0.03% | 33 | -8,301 | -2.37% | Q1 2026 | May 13, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 333,846 | 31,461 | 3.6% | 3.05% | 34 | +27,629 | 9.02% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 325,075 | 30,635 | 0.0% | 0.0% | 35 | +196,051 | 151.95% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 323,544 | 30,490 | 0.49% | 0.51% | 36 | -12,149 | -3.62% | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 312,109 | 29,413 | 4.11% | 3.81% | 37 | -6,149 | -1.93% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 299,291 | 28,205 | 0.07% | 0.05% | 38 | +66,431 | 28.53% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 283,665 | 26,732 | 0.04% | 0.04% | 39 | +12,319 | 4.54% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | Reduced | 282,677 | 26,639 | 9.79% | 10.06% | 40 | -4,862 | -1.69% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 282,089 | 26,584 | 0.07% | 0.07% | 41 | +5,657 | 2.05% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Reduced | 277,792 | 26,179 | 1.37% | 1.26% | 42 | -5,203 | -1.84% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 258,202 | 24,333 | 0.02% | 0.02% | 43 | +42,530 | 19.72% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 257,891 | 24,303 | 0.03% | 0.03% | 44 | +6,908 | 2.75% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 255,579 | 24,085 | 0.03% | 0.03% | 45 | +20,056 | 8.52% | Q1 2026 | Apr 27, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 254,409 | 23,975 | 0.02% | 0.01% | 46 | +46,939 | 22.62% | Q1 2026 | May 13, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 251,586 | 23,709 | 11.84% | 11.21% | 47 | +5,541 | 2.25% | Q1 2026 | Apr 21, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 250,651 | 23,621 | 3.43% | 3.14% | 48 | -1,325 | -0.53% | Q1 2026 | Apr 23, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 248,782 | 23,445 | 4.8% | 4.72% | 49 | -12,291 | -4.71% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 246,296 | 23,210 | 0.12% | 0.04% | 50 | +188,181 | 323.81% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 244,253 | 23,018 | 0.47% | 0.45% | 51 | -5,995 | -2.4% | Q1 2026 | Apr 15, 2026 |
| AAF Wealth Management, LLC | History | Added to | 241,541 | 22,762 | 9.34% | 9.13% | 52 | +843 | 0.35% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 235,182 | 22,163 | 0.06% | 0.06% | 53 | -30,260 | -11.4% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 218,352 | 20,577 | 2.38% | 2.14% | 54 | +27,171 | 14.21% | Q1 2026 | May 08, 2026 |
| American Investment Services, Inc. | History | Reduced | 217,344 | 20,482 | 4.57% | 4.69% | 55 | -7,311 | -3.25% | Q1 2026 | May 13, 2026 |
| KWMG, LLC | History | Added to | 214,672 | 20,230 | 1.69% | 1.64% | 56 | +3,331 | 1.58% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Added to | 207,712 | 19,574 | 0.08% | 0.07% | 57 | +295 | 0.14% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 206,471 | 19,458 | 0.62% | — | 58 | +206,471 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 201,524 | 18,991 | 0.01% | 0.01% | 59 | +9,029 | 4.69% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 192,059 | 18,099 | 0.26% | 0.27% | 60 | -5,879 | -2.97% | Q1 2026 | Apr 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 189,170 | 17,827 | 0.59% | 0.39% | 61 | +56,883 | 43.0% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 183,568 | 17,299 | 0.13% | 0.1% | 62 | +42,252 | 29.9% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 183,330 | 17,277 | 0.03% | 0.03% | 63 | +20,250 | 12.42% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 179,533 | 16,919 | 0.71% | 0.64% | 64 | +12,906 | 7.75% | Q1 2026 | May 07, 2026 |
| Tull Financial Group, Inc. | History | Added to | 179,016 | 16,870 | 7.53% | 6.72% | 65 | +4,775 | 2.74% | Q1 2026 | May 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 172,500 | 16,256 | 0.23% | 0.21% | 66 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Arkos Global Advisors | History | Added to | 172,053 | 16,214 | 2.03% | 1.91% | 67 | +5,569 | 3.35% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 164,228 | 15,476 | 2.08% | 1.97% | 68 | +3,714 | 2.31% | Q1 2026 | Apr 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 162,067 | 15,273 | 3.14% | 2.63% | 69 | +18,647 | 13.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 161,598 | 15,228 | 0.01% | 0.01% | 70 | +2,418 | 1.52% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 161,496 | 15,219 | 0.05% | 0.02% | 71 | +94,603 | 141.42% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 159,569 | 15,037 | 4.12% | 4.04% | 72 | +4,921 | 3.18% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Reduced | 158,584 | 14,944 | 2.18% | 2.08% | 73 | -4,972 | -3.04% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 152,932 | 14,412 | 0.02% | 0.02% | 74 | +17,957 | 13.3% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 151,870 | 14,312 | 0.83% | 0.86% | 75 | -7,844 | -4.91% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 150,754 | 14,207 | 0.21% | 0.2% | 76 | +1,368 | 0.92% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 148,262 | 13,972 | 0.68% | 0.71% | 77 | -11,049 | -6.94% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 147,939 | 13,941 | 0.0% | 0.0% | 78 | +121,962 | 469.5% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 138,036 | 13,559 | 0.44% | 0.44% | 79 | -228 | -0.16% | Q1 2026 | Apr 09, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 136,491 | 13,500 | 2.88% | 2.7% | 80 | +5,281 | 4.02% | Q1 2026 | May 01, 2026 |
| Family Investment Center, Inc. | History | Added to | 141,738 | 13,357 | 2.57% | 2.57% | 81 | +385 | 0.27% | Q1 2026 | Apr 24, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 140,093 | 13,202 | 3.86% | 3.88% | 82 | -7,265 | -4.93% | Q1 2026 | May 07, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 139,512 | 13,147 | 2.97% | 3.48% | 83 | -29,600 | -17.5% | Q1 2026 | Apr 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 138,642 | 13,065 | 2.55% | 2.41% | 84 | -205 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 138,069 | 13,011 | 0.07% | 0.06% | 85 | +16,471 | 13.55% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 137,698 | 12,976 | 3.62% | 3.24% | 86 | +3,996 | 2.99% | Q1 2026 | May 11, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 136,583 | 12,871 | 1.58% | 1.59% | 87 | -7,752 | -5.37% | Q1 2026 | Apr 10, 2026 |
| Unison Advisors LLC | History | Reduced | 136,447 | 12,858 | 0.98% | 1.2% | 88 | -16,750 | -10.93% | Q1 2026 | Apr 28, 2026 |
| WEST BANCORPORATION INC | History | Added to | 133,241 | 12,556 | 6.26% | 5.02% | 89 | +26,692 | 25.05% | Q1 2026 | Apr 23, 2026 |
| Moran Wealth Management, LLC | History | Added to | 132,834 | 12,518 | 0.38% | 0.26% | 90 | +39,805 | 42.79% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 132,740 | 12,509 | 0.07% | 0.04% | 91 | -2,496 | -1.85% | Q1 2026 | Apr 29, 2026 |
| EQUITABLE TRUST CO | History | Added to | 132,656 | 12,501 | 0.58% | 0.53% | 92 | +692 | 0.52% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 132,590 | 12,495 | 0.79% | — | 93 | +132,590 | New | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 131,551 | 12,397 | 0.02% | 0.01% | 94 | +38,047 | 40.69% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 131,345 | 12,377 | 0.69% | 0.62% | 95 | +9,394 | 7.7% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 128,960 | 12,153 | 1.54% | 1.44% | 96 | -1,310 | -1.01% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 128,102 | 12,072 | 0.15% | 0.14% | 97 | +4,509 | 3.65% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 120,682 | 11,373 | 0.05% | 0.06% | 98 | -12,371 | -9.3% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 120,420 | 11,348 | 0.17% | 0.16% | 99 | +8,428 | 7.53% | Q1 2026 | May 13, 2026 |
| CROBAN | History | Reduced | 119,150 | 11,228 | 5.28% | 5.17% | 100 | -59 | -0.05% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 117,142 | 11,039 | 1.93% | 1.82% | 101 | +1,818 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Added to | 116,095 | 10,940 | 0.12% | 0.11% | 102 | +7,042 | 6.46% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 114,757 | 10,814 | 0.22% | 0.21% | 103 | +1,909 | 1.69% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 114,197 | 10,761 | 0.02% | 0.02% | 104 | +9,845 | 9.43% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 113,941 | 10,737 | 0.24% | 0.22% | 105 | +4,459 | 4.07% | Q1 2026 | May 15, 2026 |
| Buska Wealth Management, LLC | History | Added to | 113,653 | 10,710 | 4.3% | 2.98% | 106 | +24,181 | 27.03% | Q1 2026 | Apr 13, 2026 |
| Eagle Strategies LLC | History | Added to | 112,772 | 10,627 | 1.27% | 1.29% | 107 | +431 | 0.38% | Q1 2026 | Apr 20, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 111,211 | 10,480 | 8.74% | 8.47% | 108 | -2,652 | -2.33% | Q1 2026 | May 08, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 106,857 | 10,426 | 1.55% | 0.6% | 109 | +67,431 | 171.03% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 104,785 | 10,375 | 3.05% | 2.91% | 110 | +6,332 | 6.43% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 109,105 | 10,282 | 0.12% | 0.11% | 111 | -1,019 | -0.93% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,812 | 10,160 | 0.04% | 0.03% | 112 | +21,019 | 24.22% | Q1 2026 | Apr 30, 2026 |
| REBALANCE, LLC | History | Added to | 104,967 | 9,892 | 0.57% | 0.5% | 113 | +9,017 | 9.4% | Q1 2026 | May 11, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 104,295 | 9,828 | 2.21% | 2.01% | 114 | +268 | 0.26% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 104,075 | 9,808 | 1.27% | 0.93% | 115 | +25,271 | 32.07% | Q1 2026 | Apr 09, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 102,538 | 9,663 | 3.02% | 2.83% | 116 | +3,371 | 3.4% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 100,137 | 9,436 | 0.12% | 0.11% | 117 | +4,026 | 4.19% | Q1 2026 | Apr 20, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 100,000 | 9,424 | 4.09% | 4.03% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 93,385 | 8,800 | 6.08% | 6.25% | 119 | +1,757 | 1.92% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 93,294 | 8,791 | 0.07% | 0.07% | 120 | -3,314 | -3.43% | Q1 2026 | Apr 15, 2026 |
| BCS Wealth Management | History | Reduced | 90,796 | 8,556 | 1.75% | 1.47% | 121 | -70,504 | -43.71% | Q1 2026 | Apr 17, 2026 |
| Ariston Services Group | History | Closed out | 0 | 8,521 | 5.1% | 4.76% | 122 | -90,173 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 90,418 | 8,520 | 1.24% | 1.22% | 123 | +2,647 | 3.02% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 89,581 | 8,442 | 1.69% | 1.41% | 124 | +14,817 | 19.82% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 88,489 | 8,339 | 0.2% | 0.22% | 125 | -5,523 | -5.87% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 88,022 | 8,295 | 0.0% | 0.0% | 126 | +1,307 | 1.51% | Q1 2026 | May 13, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 88,019 | 8,294 | 6.41% | 2.01% | 127 | +58,293 | 196.1% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 87,939 | 8,287 | 1.75% | 1.68% | 128 | -553 | -0.62% | Q1 2026 | May 05, 2026 |
| Legacy Advisors, LLC | History | Added to | 86,778 | 8,177 | 0.96% | 0.3% | 129 | +55,427 | 176.79% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,100 | 8,085 | 0.08% | 0.04% | 130 | +43,468 | 104.41% | Q1 2026 | Apr 07, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 85,394 | 8,047 | 3.4% | 3.81% | 131 | -14,884 | -14.84% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 84,336 | 7,947 | 0.04% | 0.03% | 132 | +18,249 | 27.61% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 82,827 | 7,805 | 0.01% | 0.01% | 133 | -18,653 | -18.38% | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 81,692 | 7,698 | 8.26% | 0.25% | 134 | +79,102 | 3054.13% | Q1 2026 | Apr 20, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 80,254 | 7,563 | 2.62% | 2.49% | 135 | +1,170 | 1.48% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 79,832 | 7,523 | 3.11% | 2.93% | 136 | -1,115 | -1.38% | Q1 2026 | May 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 78,081 | 7,358 | 0.97% | 0.98% | 137 | +46 | 0.06% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 78,173 | 7,356 | 0.04% | 0.03% | 138 | +5,939 | 8.22% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 77,652 | 7,317 | 1.52% | 1.38% | 139 | +3,413 | 4.6% | Q1 2026 | May 08, 2026 |
| First PREMIER Bank | History | Reduced | 76,877 | 7,245 | 1.67% | 1.64% | 140 | -2,629 | -3.31% | Q1 2026 | Apr 20, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 76,550 | 7,214 | 1.18% | 1.02% | 141 | +3,660 | 5.02% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 76,113 | 7,172 | 0.1% | 0.09% | 142 | +10,102 | 15.3% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 75,732 | 7,137 | 0.06% | 0.02% | 143 | +41,413 | 120.67% | Q1 2026 | May 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 75,350 | 7,100 | 5.33% | 4.75% | 144 | +5,947 | 8.57% | Q1 2026 | Apr 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 75,149 | 7,082 | 0.41% | 0.39% | 145 | -1,507 | -1.97% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 75,034 | 7,071 | 0.4% | 0.22% | 146 | +32,557 | 76.65% | Q1 2026 | Apr 24, 2026 |
| WNY Asset Management, LLC | History | New | 74,466 | 7,017 | 0.73% | — | 147 | +74,466 | New | Q1 2026 | May 22, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 74,138 | 6,986 | 1.57% | 0.6% | 148 | +45,647 | 160.22% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 73,823 | 6,957 | 0.08% | 0.02% | 149 | +57,432 | 350.39% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 73,251 | 6,903 | 0.15% | 0.15% | 150 | -4,521 | -5.81% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 71,747 | 6,840 | 0.74% | 0.17% | 151 | +59,061 | 465.56% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 72,174 | 6,801 | 0.17% | 0.16% | 152 | -842 | -1.15% | Q1 2026 | Apr 29, 2026 |
| VANGUARD GROUP INC | History | No change | 75,556 | 6,800 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 71,405 | 6,729 | 0.13% | 0.13% | 154 | -111 | -0.16% | Q1 2026 | Apr 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 71,112 | 6,701 | 3.56% | 3.48% | 155 | +1,172 | 1.68% | Q1 2026 | Apr 24, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 70,945 | 6,685 | 2.33% | 2.37% | 156 | +3,677 | 5.47% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 70,222 | 6,617 | 0.08% | 0.08% | 157 | +4,741 | 7.24% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 69,912 | 6,588 | 1.53% | 1.47% | 158 | -5,868 | -7.74% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Added to | 69,714 | 6,569 | 0.91% | 0.66% | 159 | +13,810 | 24.7% | Q1 2026 | Apr 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 68,297 | 6,436 | 0.56% | 0.53% | 160 | +4,662 | 7.33% | Q1 2026 | Apr 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 67,452 | 6,356 | 0.21% | 0.18% | 161 | +5,196 | 8.35% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 67,083 | 6,321 | 0.01% | 0.03% | 162 | -151,202 | -69.27% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 66,613 | 6,277 | 1.4% | 0.54% | 163 | +39,347 | 144.31% | Q1 2026 | May 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 65,177 | 6,192 | 0.02% | 0.02% | 164 | +34,886 | 115.17% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 65,624 | 6,184 | 0.07% | 0.06% | 165 | +17,730 | 37.02% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | New | 64,020 | 6,033 | 0.15% | — | 166 | +64,020 | New | Q1 2026 | May 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | New | 63,511 | 5,985 | 0.77% | — | 167 | +63,511 | New | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 62,744 | 5,912 | 0.26% | 0.29% | 168 | -14,685 | -18.97% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 62,369 | 5,877 | 0.02% | 0.01% | 169 | +39,175 | 168.9% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 61,138 | 5,761 | 0.06% | 0.03% | 170 | +48,376 | 379.06% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Added to | 59,820 | 5,637 | 0.48% | 0.43% | 171 | +2,997 | 5.27% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 59,324 | 5,590 | 1.42% | 1.3% | 172 | +3,001 | 5.33% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 57,899 | 5,456 | 0.52% | 0.32% | 173 | +20,235 | 53.73% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 57,898 | 5,310 | 0.19% | 0.18% | 174 | +5,923 | 11.4% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 55,660 | 5,245 | 0.95% | 1.33% | 175 | +846 | 1.54% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 55,187 | 5,200 | 1.21% | 1.13% | 176 | +939 | 1.73% | Q1 2026 | Apr 17, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 54,971 | 5,180 | 7.96% | 2.71% | 177 | +49,391 | 885.14% | Q1 2026 | May 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 54,912 | 5,174 | 0.07% | 0.07% | 178 | -3,250 | -5.59% | Q1 2026 | Apr 30, 2026 |
| Zhang Financial LLC | History | Added to | 54,420 | 5,128 | 0.18% | 0.17% | 179 | +4,313 | 8.61% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 54,298 | 5,117 | 0.29% | 0.28% | 180 | -962 | -1.74% | Q1 2026 | Apr 20, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 53,222 | 5,015 | 2.61% | 2.54% | 181 | +3,696 | 7.46% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 52,245 | 4,923 | 2.46% | 2.45% | 182 | +785 | 1.53% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 52,125 | 4,912 | 2.51% | 2.44% | 183 | +798 | 1.55% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | No change | 51,877 | 4,896 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 47,687 | 4,494 | 1.78% | 1.82% | 185 | -2,826 | -5.59% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 46,782 | 4,408 | 0.26% | 0.24% | 186 | +634 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Investors Research Corp | History | Added to | 46,333 | 4,366 | 0.83% | 0.69% | 187 | +4,292 | 10.21% | Q1 2026 | Apr 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 46,048 | 4,339 | 0.49% | 0.46% | 188 | +987 | 2.19% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 47,059 | 4,316 | 0.13% | 0.13% | 189 | -661 | -1.39% | Q1 2026 | May 11, 2026 |
| COWA, LLC | History | Reduced | 45,300 | 4,269 | 1.15% | 1.27% | 190 | -1,252 | -2.69% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,174 | 4,257 | 0.05% | 0.05% | 191 | +4,019 | 9.77% | Q1 2026 | May 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 44,950 | 4,236 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 44,000 | 4,146 | 0.23% | 0.22% | 193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 43,480 | 4,097 | 0.37% | 0.35% | 194 | +647 | 1.51% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 45,272 | 4,074 | 0.26% | 0.26% | 195 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 43,024 | 4,054 | 3.17% | 3.15% | 196 | +3,135 | 7.86% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,527 | 3,913 | 0.01% | 0.0% | 197 | +15,088 | 57.07% | Q1 2026 | May 15, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 41,272 | 3,889 | 1.08% | 0.96% | 198 | +1,681 | 4.25% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,815 | 3,853 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,792 | 3,844 | 0.02% | 0.02% | 200 | +2,112 | 5.46% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Added to | 40,703 | 3,835 | 0.25% | 0.21% | 201 | +4,643 | 12.88% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,879 | 3,758 | 0.06% | 0.07% | 202 | +1,385 | 3.6% | Q1 2026 | May 18, 2026 |
| Montecito Bank & Trust | History | Reduced | 39,156 | 3,690 | 0.61% | 0.59% | 203 | -2,245 | -5.42% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Added to | 38,317 | 3,610 | 0.37% | 0.29% | 204 | +2,790 | 7.85% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 38,194 | 3,599 | 0.0% | 0.0% | 205 | +3,484 | 10.04% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 37,983 | 3,579 | 0.24% | 0.24% | 206 | -420 | -1.09% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,875 | 3,569 | 0.02% | 0.01% | 207 | +27,515 | 265.59% | Q1 2026 | May 05, 2026 |
| OMC Financial Services LTD | History | Added to | 37,821 | 3,564 | 1.38% | 0.77% | 208 | +14,781 | 64.15% | Q1 2026 | Apr 30, 2026 |
| Wise Wealth Partners | History | Added to | 37,396 | 3,524 | 4.77% | 4.25% | 209 | +4,501 | 13.68% | Q1 2026 | Apr 21, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 36,965 | 3,483 | 3.02% | 3.37% | 210 | -6,488 | -14.93% | Q1 2026 | May 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 36,790 | 3,467 | 1.17% | 1.13% | 211 | -883 | -2.34% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 36,649 | 3,453 | 0.42% | 0.36% | 212 | +5,000 | 15.8% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 36,634 | 3,452 | 0.05% | 0.05% | 213 | +605 | 1.68% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,468 | 3,436 | 0.03% | 0.02% | 215 | +19,036 | 109.2% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 36,211 | 3,436 | 0.01% | 0.0% | 214 | +10,392 | 40.25% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 36,286 | 3,419 | 0.02% | 0.02% | 216 | -6,102 | -14.4% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 35,951 | 3,388 | 0.07% | 0.05% | 217 | +10,562 | 41.6% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,937 | 3,386 | 0.05% | 0.03% | 218 | +21,297 | 145.47% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 35,760 | 3,370 | 0.0% | — | 219 | +35,760 | New | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 35,491 | 3,344 | 1.24% | 1.16% | 220 | -22 | -0.06% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 35,442 | 3,340 | 1.7% | 1.5% | 221 | -4,032 | -10.21% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,214 | 3,224 | 0.0% | — | 222 | +34,214 | New | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 33,690 | 3,174 | 0.17% | 0.17% | 223 | +898 | 2.74% | Q1 2026 | Apr 16, 2026 |
| CoreFirst Bank & Trust | History | No change | 34,938 | 3,144 | 1.7% | 1.7% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Element Wealth, LLC | History | Reduced | 33,264 | 3,134 | 1.29% | 1.26% | 225 | -787 | -2.31% | Q1 2026 | May 04, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 32,629 | 3,110 | 1.98% | 2.67% | 226 | -24,210 | -42.59% | Q1 2026 | May 12, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 32,830 | 3,093 | 0.05% | 0.04% | 227 | +273 | 0.84% | Q1 2026 | Apr 08, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 32,768 | 3,088 | 1.4% | 1.4% | 228 | +1,398 | 4.46% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,704 | 3,082 | 0.0% | 0.0% | 229 | +2,219 | 7.28% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 32,643 | 3,076 | 0.02% | 0.01% | 230 | +14,191 | 76.91% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 31,791 | 2,995 | 0.0% | 0.01% | 231 | -31,463 | -49.74% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 31,733 | 2,991 | 0.38% | 0.43% | 232 | -4,879 | -13.33% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 31,722 | 2,989 | 0.16% | 0.15% | 233 | -19 | -0.06% | Q1 2026 | Apr 08, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 31,694 | 2,986 | 0.54% | 0.77% | 234 | -15,657 | -33.07% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 30,918 | 2,913 | 0.26% | 0.27% | 235 | +29 | 0.09% | Q1 2026 | May 06, 2026 |
| MOTCO | History | Added to | 30,783 | 2,900 | 0.27% | 0.24% | 236 | +1,636 | 5.61% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | Reduced | 30,459 | 2,870 | 0.42% | 0.4% | 237 | -577 | -1.86% | Q1 2026 | May 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 30,311 | 2,856 | 0.37% | 0.3% | 238 | +5,134 | 20.39% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | New | 29,021 | 2,844 | 0.31% | — | 239 | +29,021 | New | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Added to | 30,071 | 2,833 | 1.95% | 0.3% | 240 | +25,468 | 553.29% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,849 | 2,812 | 0.01% | 0.0% | 241 | +24,471 | 455.02% | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 29,667 | 2,795 | 0.95% | 1.48% | 242 | -23,389 | -44.08% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 29,506 | 2,780 | 0.31% | 0.3% | 243 | -437 | -1.46% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 29,258 | 2,757 | 0.04% | 0.03% | 244 | +7,276 | 33.1% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 28,705 | 2,705 | 0.0% | 0.0% | 245 | +3,723 | 14.9% | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | Added to | 27,000 | 2,690 | 1.7% | 1.99% | 246 | +2,922 | 12.14% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | No change | 28,323 | 2,669 | 0.12% | 0.11% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pathway Financial Advisers, LLC | History | New | 28,270 | 2,664 | 0.75% | — | 248 | +28,270 | New | Q1 2026 | Apr 23, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 28,041 | 2,642 | 1.55% | — | 249 | +28,041 | New | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 27,205 | 2,563 | 0.14% | 0.08% | 250 | +14,845 | 120.11% | Q1 2026 | May 14, 2026 |
| AMG Asset Management Group, Inc. | History | New | 26,756 | 2,521 | 1.96% | — | 251 | +26,756 | New | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,499 | 2,497 | 0.09% | 0.07% | 252 | +4,815 | 22.21% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | Added to | 26,077 | 2,457 | 0.2% | 0.18% | 253 | +869 | 3.45% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 26,048 | 2,454 | 0.01% | 0.01% | 254 | -15,627 | -37.5% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 25,960 | 2,446 | 0.02% | 0.0% | 255 | +23,369 | 901.93% | Q1 2026 | May 11, 2026 |
| TPG Advisors LLC | History | Added to | 25,754 | 2,427 | 1.51% | 1.33% | 256 | +2,032 | 8.57% | Q1 2026 | Apr 22, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 25,694 | 2,421 | 1.42% | 1.22% | 257 | +1,766 | 7.38% | Q1 2026 | May 14, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 25,560 | 2,408 | 0.07% | 0.07% | 258 | -4,895 | -16.07% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 25,508 | 2,404 | 0.02% | 0.02% | 259 | -4,815 | -15.88% | Q1 2026 | Apr 07, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 25,040 | 2,359 | 0.25% | 0.04% | 260 | +20,361 | 435.16% | Q1 2026 | May 07, 2026 |
| Saxony Capital Management, LLC | History | Added to | 24,577 | 2,316 | 1.34% | 1.14% | 261 | +3,836 | 18.49% | Q1 2026 | Apr 24, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 24,400 | 2,299 | 0.41% | 0.34% | 263 | +1,000 | 4.27% | Q1 2026 | Apr 29, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 31,240 | 2,299 | 0.73% | 0.51% | 262 | +494 | 1.61% | Q1 2026 | Apr 23, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 24,141 | 2,275 | 0.64% | 0.6% | 264 | -840 | -3.36% | Q1 2026 | May 11, 2026 |
| Sara-Bay Financial | History | Added to | 23,905 | 2,252 | 0.68% | 0.53% | 265 | +4,134 | 20.91% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 23,877 | 2,250 | 0.05% | 0.04% | 266 | +4,764 | 24.93% | Q1 2026 | Apr 13, 2026 |
| BG Investment Services, LLC | History | Added to | 23,844 | 2,247 | 1.86% | 1.53% | 267 | +4,704 | 24.58% | Q1 2026 | May 08, 2026 |
| Plan Group Financial, LLC | History | Reduced | 23,815 | 2,244 | 0.53% | 0.63% | 268 | -3,218 | -11.9% | Q1 2026 | Apr 13, 2026 |
| BigSur Wealth Management LLC | History | Added to | 23,672 | 2,230 | 0.63% | 0.4% | 269 | +5,501 | 30.27% | Q1 2026 | Apr 22, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 23,616 | 2,225 | 0.01% | 0.01% | 270 | +369 | 1.59% | Q1 2026 | May 13, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 23,456 | 2,210 | 2.51% | 2.0% | 271 | +4,048 | 20.86% | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | Reduced | 23,159 | 2,182 | 0.07% | 0.1% | 272 | -1,498 | -6.08% | Q1 2026 | Apr 21, 2026 |
| MBA Advisors LLC | History | Added to | 22,925 | 2,160 | 0.83% | 0.8% | 273 | +968 | 4.41% | Q1 2026 | Apr 20, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 22,821 | 2,150 | 0.53% | 0.51% | 274 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 22,763 | 2,145 | 0.0% | 0.0% | 275 | -3,297 | -12.65% | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 22,254 | 2,097 | 0.07% | 0.06% | 276 | +2,260 | 11.3% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 22,205 | 2,092 | 0.05% | 0.05% | 277 | -1,968 | -8.14% | Q1 2026 | May 11, 2026 |
| one8zero8, LLC | History | Added to | 22,187 | 2,090 | 0.47% | 0.42% | 278 | +527 | 2.43% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 22,049 | 2,077 | 0.03% | 0.03% | 279 | +299 | 1.37% | Q1 2026 | Apr 27, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 22,037 | 2,076 | 0.43% | 0.42% | 280 | -349 | -1.56% | Q1 2026 | Apr 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,962 | 2,069 | 0.01% | 0.01% | 281 | +8,607 | 64.45% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,845 | 2,051 | 0.01% | 0.01% | 282 | +4,921 | 29.08% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,628 | 2,038 | 0.43% | 0.43% | 283 | +339 | 1.59% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 21,540 | 2,029 | 0.21% | 0.19% | 284 | +2,324 | 12.09% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 21,424 | 2,019 | 0.01% | 0.01% | 286 | +2,640 | 14.05% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 22,436 | 2,019 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 21,294 | 2,006 | 1.29% | 1.28% | 287 | -116 | -0.54% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 20,828 | 1,962 | 0.1% | 0.11% | 288 | -1,907 | -8.39% | Q1 2026 | Apr 17, 2026 |
| NWAM LLC | History | Added to | 20,824 | 1,962 | 0.11% | 0.1% | 289 | +600 | 2.97% | Q1 2026 | May 04, 2026 |
| Access Investment Management LLC | History | Added to | 20,800 | 1,960 | 0.52% | 0.47% | 290 | +255 | 1.24% | Q1 2026 | May 21, 2026 |
| CHOREO, LLC | History | Added to | 20,708 | 1,951 | 0.02% | 0.01% | 291 | +8,475 | 69.28% | Q1 2026 | May 12, 2026 |
| Selby Wealth Management, LLC | History | Added to | 20,647 | 1,945 | 0.77% | 0.22% | 292 | +14,602 | 241.56% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,555 | 1,937 | 0.0% | 0.0% | 293 | +623 | 3.13% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 20,350 | 1,917 | 0.66% | 0.63% | 294 | +734 | 3.74% | Q1 2026 | Apr 23, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 20,238 | 1,907 | 0.8% | 0.94% | 295 | -4,153 | -17.03% | Q1 2026 | Apr 21, 2026 |
| Rockingstone Advisors LLC | History | Added to | 20,140 | 1,897 | 0.87% | 0.81% | 296 | +280 | 1.41% | Q1 2026 | Apr 09, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 20,029 | 1,888 | 1.34% | 1.23% | 297 | +99 | 0.5% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 19,997 | 1,884 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 19,863 | 1,871 | 0.6% | 0.49% | 299 | +2,227 | 12.63% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,508 | 1,838 | 0.08% | 0.07% | 300 | +2,396 | 14.0% | Q1 2026 | Apr 28, 2026 |