VANGUARD ADMIRAL FDS INC
CUSIP 921932885
Vanguard Admiral Fds Inc has 302 institutional holders in Filings Flow’s 13F database, together reporting 15.08M shares worth $1.5B as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
302
Q1 2026
Reported Value
$1.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| C V STARR & CO INC$192M AUM | 13.56% | $26M | 227.4K | Q1 2026OLDER |
| NWM ADVISORS, LLC$110M AUM | 11.57% | $13M | 111.1K | Q1 2026OLDER |
| Starr Indemnity & Liability Co$394M AUM | 10.58% | $42M | 364.1K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 6.05% | $10M | 83.7K | Q2 2026 |
| Coign Capital Advisors LLC$190M AUM | 5.47% | $10M | 91.1K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 4.07% | $9M | 77.7K | Q3 2025OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 3.97% | $9M | 82.1K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 3.90% | $5M | 36.9K | Q2 2026 |
| Francis Financial, Inc.$539M AUM | 3.74% | $20M | 176.5K | Q1 2026OLDER |
| Bryant Woods Investment Advisors, LLC$272M AUM | 3.59% | $10M | 85.3K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 2.26% | $62M | 540.0K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 1.73% | $3M | 22.1K | Q1 2026OLDER |
| HARBOR ADVISORY CORP /MA/$333M AUM | 1.70% | $6M | 49.4K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 1.49% | $2M | 20.0K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 1.46% | $10M | 87.9K | Q1 2026OLDER |
| Andrews Advisory Associates, LLC$190M AUM | 1.42% | $3M | 23.5K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 1.34% | $9M | 80.9K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 1.08% | $2M | 19.4K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.86% | $3M | 26.7K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.74% | $4M | 35.5K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.73% | $3M | 24.3K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 0.66% | $1M | 10.3K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.65% | $1M | 11.4K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 0.60% | $5M | 44.8K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.57% | $2M | 13.8K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.50% | $3M | 25.3K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.50% | $734,079 | 6.4K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.49% | $1M | 9.2K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.46% | $1M | 11.1K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 0.43% | $925,878 | 8.1K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.37% | $6M | 51.3K | Q1 2026OLDER |
| Reflection Asset Management$141M AUM | 0.36% | $511,980 | 4.5K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.36% | $386,519 | 3.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.35% | $7M | 60.1K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.34% | $3M | 30.3K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.33% | $6M | 48.6K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.31% | $758,285 | 6.6K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.30% | $357,250 | 3.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.30% | $14M | 119.1K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.28% | $17M | 147.9K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.28% | $705,680 | 6.2K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.28% | $2M | 14.1K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.28% | $633,495 | 5.5K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.28% | $1M | 10.5K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.27% | $573,200 | 5.0K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.27% | $4M | 32.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.26% | $485,413 | 4.2K | Q1 2026OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.26% | $2M | 20.7K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.25% | $4M | 34.7K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.24% | $246,703 | 2.2K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.23% | $697,870 | 6.1K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.22% | $3M | 28.4K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.22% | $1M | 11.4K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 0.21% | $319,067 | 2.8K | Q1 2026OLDER |
| Taylor Hoffman Capital Management LLC$325M AUM | 0.21% | $680,609 | 6.0K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.20% | $1M | 7.1K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 0.19% | $462,357 | 4.0K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.19% | $266,511 | 2.3K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.17% | $2M | 15.8K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.17% | $238,346 | 2.1K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 0.14% | $678,375 | 5.9K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.14% | $237,151 | 2.1K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.14% | $367,906 | 3.3K | Q3 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.14% | $18M | 158.6K | Q1 2026OLDER |
| KIECKHEFER GROUP LLC$212M AUM | 0.13% | $283,298 | 2.5K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.13% | $633,354 | 5.5K | Q1 2026OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.13% | $1M | 9.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.13% | $5M | 42.0K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.13% | $361,136 | 3.2K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.12% | $228,640 | 2.0K | Q1 2026OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 0.11% | $214,899 | 1.6K | Q2 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.11% | $271,769 | 2.4K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.11% | $2M | 14.8K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.11% | $741,709 | 6.5K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 0.10% | $540,705 | 4.7K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.10% | $364,681 | 3.2K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.10% | $1M | 10.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.10% | $778,176 | 6.8K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.10% | $1M | 12.6K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.09% | $651,632 | 5.0K | Q2 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.09% | $1M | 10.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.09% | $18M | 161.1K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.09% | $1M | 10.2K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.08% | $695,797 | 6.1K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.08% | $256,627 | 2.0K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 46.6K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.08% | $2M | 14.9K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.08% | $400,006 | 3.5K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.08% | $612,984 | 5.4K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.08% | $892,496 | 7.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.07% | $12M | 105.2K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.07% | $253,905 | 2.2K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.07% | $319,067 | 2.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $17M | 149.5K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.07% | $529,073 | 4.6K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.07% | $225,325 | 2.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $4M | 32.1K | Q4 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.06% | $5M | 45.2K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.06% | $320,102 | 2.9K | Q3 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.06% | $57 | 507 | Q4 2025OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.05% | $253,977 | 2.1K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.05% | $328,098 | 2.9K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.05% | $677,003 | 5.9K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.05% | $484,759 | 4.2K | Q1 2026OLDER |
| Chemistry Wealth Management LLC$625M AUM | 0.05% | $309,048 | 2.4K | Q2 2026 |
| Verum Partners LLC$527M AUM | 0.05% | $255,250 | 2.2K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $1M | 10.4K | Q2 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.05% | $711,070 | 6.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 13.6K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.05% | $2M | 18.2K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.04% | $681,347 | 6.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $71M | 620.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.04% | $737,593 | 6.5K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.04% | $118,778 | 1.0K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.04% | $360,565 | 3.2K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.04% | $3M | 30.0K | Q3 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.04% | $345,958 | 3.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 11.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.04% | $99,342 | 900 | Q3 2025OLDER |
| Embree Financial Group$849M AUM | 0.04% | $329,836 | 2.9K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.04% | $1M | 9.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.04% | $519,508 | 4.0K | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.04% | $126,324 | 1.1K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.04% | $65,391 | 572 | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.04% | $228,840 | 1.9K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $9M | 80.2K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.04% | $45,728 | 400 | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.03% | $529,531 | 4.6K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.03% | $93,971 | 822 | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.03% | $418,411 | 3.7K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $694,265 | 6.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.03% | $3M | 22.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.03% | $833,982 | 7.5K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.03% | $224,785 | 1.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $370,531 | 3.2K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.03% | $202,347 | 1.8K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.03% | $80,253 | 702 | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.03% | $298,468 | 2.7K | Q3 2025OLDER |
| American Trust$1.1B AUM | 0.03% | $302,588 | 2.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $3M | 25.4K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.03% | $368,796 | 3.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.03% | $1M | 9.3K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $579,575 | 5.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.03% | $743,682 | 6.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $487,896 | 4.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $211M | 1.84M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 55.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 39.8K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $395,547 | 3.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $963,040 | 7.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $1M | 12.0K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.02% | $272,768 | 2.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $690,284 | 6.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 124.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $15M | 126.9K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.02% | $55,152 | 453 | Q3 2025OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.02% | $389,145 | 3.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 36.6K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.02% | $34,366 | 301 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 93.7K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.02% | $227,163 | 2.1K | Q3 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.02% | $252,110 | 2.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 21.0K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $541,160 | 4.7K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.02% | $44,470 | 389 | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.02% | $146,330 | 1.3K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $297,232 | 2.6K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $38,683 | 346 | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $526,170 | 4.4K | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $32,803 | 287 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 14.8K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $1M | 12.3K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $2M | 13.1K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $705,171 | 6.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $96M | 841.9K | Q1 2026OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.01% | $201,598 | 1.5K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 116.5K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $783,267 | 6.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 24.9K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.01% | $108,375 | 948 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $3M | 23.5K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $348,905 | 3.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 10.5K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $97,698 | 880 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $181,220 | 1.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $42M | 367.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $111,690 | 977 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $42,463 | 371 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $7M | 65.0K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $82,768 | 724 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $160M | 1.40M | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.01% | $254,591 | 2.2K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $1M | 12.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $864,671 | 7.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $588,914 | 4.9K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $26,150 | 201 | Q2 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $310,781 | 2.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $363,912 | 3.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $204,761 | 1.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 90.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $35M | 305.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $839,258 | 7.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $293,791 | 2.3K | Q2 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.01% | $17,148 | 150 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 52.5K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 13.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $31M | 267.7K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $22,076 | 200 | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 10.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 23.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $8,917 | 78 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.01% | $108,604 | 950 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 12.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $113M | 1.01M | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $367,082 | 3.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $35M | 307.8K | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 19.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 239.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $777,206 | 6.8K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $259,735 | 2.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $22,864 | 200 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $390,174 | 3.4K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $353,134 | 3.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $82,735 | 718 | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $227,382 | 2.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $446,496 | 3.9K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $254,415 | 2.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $344,446 | 3.0K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $359,079 | 3.1K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.00% | $29,495 | 258 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26M | 224.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $244,377 | 2.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 33.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 12.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $170,607 | 1.5K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $266,407 | 2.0K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $729,362 | 6.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $362,818 | 3.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $326,041 | 2.9K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $524,729 | 4.6K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $219,723 | 1.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $221,095 | 1.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 22.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $191,879 | 1.7K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $224,525 | 2.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $892,756 | 7.8K | Q2 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $9,831 | 86 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $837,966 | 7.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $137,870 | 1.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 18.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 13.7K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $11,432 | 100 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $343,167 | 3.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $64,819 | 567 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $466,534 | 4.1K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $200,174 | 1.8K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $10,779 | 94 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 30.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $170,654 | 1.5K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $92,485 | 809 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $267,853 | 2.4K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $168,736 | 1.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 9.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 11.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $27,374 | 248 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $31,111 | 272 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 12.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $424,013 | 3.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $32,149 | 279 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $64,019 | 560 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $5,716 | 50 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 30.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 9.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $21M | 186.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $643,213 | 5.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $246,588 | 2.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $233,357 | 2.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 20.0K | Q3 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,430 | 30 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $6,516 | 57 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $35,554 | 311 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 20.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $686,720 | 6.0K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $414,666 | 3.7K | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $225,439 | 2.0K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $4,573 | 40 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $113,567 | 994 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $151,265 | 1.4K | Q4 2025OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.00% | $1,143 | 10 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $13,833 | 121 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $135,357 | 1.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $345,928 | 3.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $16,005 | 140 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $19,434 | 170 | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $1,118 | 10 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $356,647 | 3.1K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $3,390 | 26 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $56,589 | 495 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $153,532 | 1.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 13.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $17,605 | 154 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $5,602 | 49 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $9,146 | 80 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,708 | 60 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 14.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $8,917 | 78 | Q2 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $686 | 6 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $870,698 | 7.8K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $334,958 | 2.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $595,036 | 5.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,544 | 31 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 10.2K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $20,672 | 181 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $421,269 | 3.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $4,801 | 42 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,463 | 179 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,304 | 10 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $20,806 | 182 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 15.5K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $22,888 | 200 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $115 | 1 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $15,343 | 139 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,545 | 66 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $45,728 | 400 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.