VANGUARD INDEX FDS
CUSIP 922908637
Vanguard Index Fds has 1,305 institutional holders in Filings Flow’s 13F database, together reporting 106.74M shares worth $31.6B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Creative Planning, and National Mutual Insurance Federation Of Agricultural Cooperatives.
Institutional Holders
1,305
Q1 2026
Reported Value
$31.6B
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 |
|---|---|---|---|---|
| Johnson Financial Group, LLC$1.5B AUM | 50.86% | $764M | 2.56M | Q1 2026OLDER |
| JFG Wealth Management, LLC$511M AUM | 46.23% | $236M | 766.7K | Q3 2025OLDER |
| Addis & Hill, Inc$181M AUM | 35.51% | $64M | 187.4K | Q2 2026 |
| Mason & Associates, LLC$437M AUM | 29.36% | $128M | 429.1K | Q1 2026OLDER |
| Wealthquest Corp$1.4B AUM | 26.27% | $371M | 1.24M | Q2 2026 |
| SFAM, LLC$108M AUM | 23.94% | $26M | 86.4K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 23.38% | $53M | 178.4K | Q1 2026OLDER |
| James Reed Financial Services, Inc.$116M AUM | 22.18% | $26M | 85.7K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 21.15% | $212M | 728.2K | Q1 2026OLDER |
| MilWealth Group LLC$420M AUM | 21.04% | $88M | 295.8K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 19.94% | $147M | 491.9K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 17.69% | $36M | 121.5K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 16.35% | $20M | 59.3K | Q2 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 16.25% | $62M | 181.6K | Q2 2026 |
| Latigo Investments, LLC$201M AUM | 16.22% | $33M | 109.0K | Q1 2026OLDER |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 15.06% | $2.0B | 6.54M | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 14.94% | $50M | 167.4K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 14.55% | $57M | 191.0K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 13.49% | $57M | 189.6K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 12.97% | $338M | 1.04M | Q1 2026OLDER |
| ATMOS ADVISORY, LLC$191M AUM | 11.68% | $22M | 65.0K | Q2 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 11.54% | $21M | 70.7K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 10.37% | $15M | 49.1K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 10.11% | $15M | 51.6K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 10.09% | $17M | 56.5K | Q1 2026OLDER |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 9.52% | $20M | 67.4K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 9.50% | $109M | 364.5K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 9.32% | $32M | 101.1K | Q4 2025OLDER |
| Northern Capital Management, Inc.$199M AUM | 8.54% | $17M | 57.0K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 8.50% | $14M | 42.6K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 8.25% | $20M | 66.1K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 7.96% | $56M | 187.5K | Q1 2026OLDER |
| Redwood Family Wealth LLC$102M AUM | 7.85% | $8M | 26.9K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 7.71% | $129M | 430.9K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 7.69% | $79M | 264.3K | Q1 2026OLDER |
| Strategic Equity Management$266M AUM | 7.42% | $20M | 66.0K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 7.38% | $12M | 39.4K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 7.14% | $44M | 147.6K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 6.67% | $20M | 67.3K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 6.45% | $76M | 220.9K | Q2 2026 |
| Abound Wealth Management$504M AUM | 5.98% | $30M | 87.5K | Q2 2026 |
| MONEYWISE, INC.$229M AUM | 5.94% | $14M | 45.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 5.77% | $333M | 1.06M | Q4 2025OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 5.58% | $35M | 116.7K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 5.55% | $86M | 287.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 5.52% | $65M | 216.6K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 5.49% | $29M | 95.1K | Q3 2025OLDER |
| Downshift Financial, LLC$193M AUM | 5.29% | $10M | 31.3K | Q1 2026OLDER |
| Seal Cove Capital, LLC$107M AUM | 5.04% | $5M | 17.1K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 4.96% | $115M | 385.0K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 4.92% | $5M | 18.4K | Q1 2026OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 4.71% | $24M | 79.8K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 4.61% | $9M | 28.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 4.58% | $127M | 425.4K | Q1 2026OLDER |
| Amtrust Financial Services, Inc.$300M AUM | 4.57% | $14M | 45.8K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 4.55% | $26M | 87.0K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 4.50% | $6M | 16.2K | Q2 2026 |
| ADVOCATE GROUP LLC$665M AUM | 4.26% | $28M | 82.3K | Q2 2026 |
| Idaho Trust Co$308M AUM | 4.04% | $12M | 41.6K | Q1 2026OLDER |
| Intergy Private Wealth, LLC$341M AUM | 4.03% | $14M | 46.0K | Q1 2026OLDER |
| ATLas Financial Planning LLC$112M AUM | 3.97% | $4M | 14.8K | Q1 2026OLDER |
| Capital Planning LLC$307M AUM | 3.96% | $12M | 40.7K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 3.88% | $98M | 326.4K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 3.78% | $13M | 42.6K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 3.76% | $8M | 25.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 3.63% | $61M | 204.2K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 3.46% | $7M | 22.1K | Q1 2026OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 3.45% | $10M | 31.5K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 3.45% | $18M | 60.3K | Q1 2026OLDER |
| Integris Wealth Management, LLC$495M AUM | 3.41% | $17M | 49.1K | Q2 2026 |
| Orin Green Financial, LLC$244M AUM | 3.39% | $8M | 27.6K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 3.24% | $14M | 47.8K | Q1 2026OLDER |
| Riverpoint Wealth Management Holdings, LLC$470M AUM | 3.19% | $15M | 50.2K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 3.11% | $24M | 80.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 3.08% | $409M | 1.37M | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 3.04% | $7M | 23.0K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 3.03% | $49M | 164.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 2.93% | $124M | 413.3K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 2.92% | $39M | 131.9K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 2.89% | $14M | 47.2K | Q1 2026OLDER |
| Millburn Ridgefield LLC /DE/$4.6B AUM | 2.86% | $133M | 445.1K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 2.73% | $4M | 12.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 2.61% | $5.4B | 18.66M | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 2.61% | $3M | 9.7K | Q1 2026OLDER |
| Miller Investment Management, LP$1.0B AUM | 2.57% | $26M | 86.7K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$790M AUM | 2.51% | $20M | 57.6K | Q2 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 2.49% | $3M | 10.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 2.49% | $3.7B | 12.26M | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 2.48% | $133M | 445.1K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 2.48% | $158M | 529.4K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 2.42% | $4M | 12.4K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 2.41% | $22M | 73.0K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 2.37% | $26M | 88.1K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 2.35% | $105M | 352.3K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 2.29% | $11M | 37.6K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 2.28% | $15M | 49.5K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 2.27% | $15M | 51.3K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 2.26% | $6M | 18.5K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 2.24% | $19M | 64.1K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 2.23% | $50M | 168.6K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 2.22% | $5M | 16.3K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 2.21% | $5M | 15.3K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 2.18% | $15M | 50.4K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 2.15% | $26M | 83.7K | Q3 2025OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 2.13% | $3M | 9.7K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 2.12% | $35M | 116.9K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 2.11% | $8M | 26.7K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 2.09% | $32M | 107.5K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 2.08% | $11M | 35.8K | Q1 2026OLDER |
| Sage Financial Management Group, Inc.$325M AUM | 2.08% | $7M | 22.6K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 2.04% | $23M | 70.4K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 2.01% | $6M | 27.0K | Q3 2025OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 2.01% | $4M | 13.0K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.99% | $12M | 38.7K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 1.98% | $9M | 24.8K | Q2 2026 |
| Biltmore Family Office, LLC$716M AUM | 1.97% | $14M | 47.1K | Q1 2026OLDER |
| Gibson Capital, LLC$537M AUM | 1.96% | $11M | 35.3K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.94% | $4M | 12.7K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 1.94% | $23M | 77.8K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 1.93% | $3M | 10.5K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 1.91% | $5M | 16.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 1.90% | $241M | 807.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 1.89% | $15M | 51.3K | Q1 2026OLDER |
| Tumwater Wealth Management, LLC$249M AUM | 1.89% | $5M | 15.7K | Q1 2026OLDER |
| Tarbox Family Office, Inc.$616M AUM | 1.86% | $11M | 38.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 1.85% | $3M | 10.3K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 1.85% | $11M | 53.6K | Q4 2025OLDER |
| TABR Capital Management, LLC$109M AUM | 1.85% | $2M | 6.7K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 1.85% | $16M | 53.0K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.84% | $4M | 14.3K | Q4 2025OLDER |
| Red Wave Investments LLC$335M AUM | 1.81% | $6M | 20.3K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 1.78% | $12M | 38.6K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 1.77% | $4M | 13.1K | Q2 2026 |
| Astra Wealth Partners LLC$168M AUM | 1.72% | $3M | 9.6K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 1.72% | $19M | 64.4K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 1.71% | $76M | 253.2K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 1.70% | $7M | 20.5K | Q2 2026 |
| MAYPORT, LLC$538M AUM | 1.67% | $9M | 30.1K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 1.67% | $2M | 6.5K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.67% | $2M | 8.0K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 1.66% | $3M | 9.7K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 1.63% | $133M | 443.5K | Q1 2026OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.62% | $191M | 640.3K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 1.60% | $7M | 24.4K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 1.60% | $20M | 66.5K | Q3 2025OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 1.59% | $3M | 9.0K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 1.59% | $2M | 4.9K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 1.58% | $114M | 380.6K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 1.58% | $2M | 8.0K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.57% | $15M | 51.4K | Q1 2026OLDER |
| Financial Alternatives, Inc$185M AUM | 1.57% | $3M | 9.7K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 1.55% | $2M | 5.9K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.54% | $9M | 29.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.54% | $5M | 15.8K | Q1 2026OLDER |
| Armbruster Capital Management, Inc.$671M AUM | 1.53% | $10M | 29.8K | Q2 2026 |
| CacheTech Inc.$519M AUM | 1.52% | $8M | 26.4K | Q1 2026OLDER |
| Flower City Capital$227M AUM | 1.50% | $3M | 9.9K | Q2 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 1.48% | $2M | 5.9K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 1.48% | $10M | 32.9K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 1.48% | $6M | 18.7K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 1.40% | $3M | 9.1K | Q1 2026OLDER |
| Kendall Capital Management$488M AUM | 1.35% | $7M | 22.1K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 1.35% | $33M | 110.0K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 1.34% | $2M | 5.9K | Q2 2026 |
| Beacon Capital Management, LLC$567M AUM | 1.31% | $7M | 24.9K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 1.31% | $18M | 59.9K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 1.29% | $20M | 67.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 1.28% | $58M | 195.7K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 1.21% | $3M | 9.0K | Q1 2026OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 1.21% | $44M | 147.1K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 1.19% | $4M | 12.3K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.18% | $4M | 12.6K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 1.17% | $2M | 5.1K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.16% | $1M | 4.6K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 1.16% | $4M | 11.8K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 1.16% | $3M | 11.6K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 1.14% | $19M | 64.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 1.14% | $63M | 211.6K | Q2 2026 |
| Mustard Seed Financial, LLC$167M AUM | 1.11% | $2M | 6.2K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 1.10% | $9M | 29.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 1.09% | $3M | 8.5K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 1.09% | $4M | 14.4K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 1.06% | $11M | 37.1K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 1.06% | $2M | 4.9K | Q4 2025OLDER |
| General Partner, Inc.$186M AUM | 1.05% | $2M | 5.7K | Q2 2026 |
| Norinchukin Bank, The$8.6B AUM | 1.05% | $90M | 300.0K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 1.04% | $5M | 16.6K | Q1 2026OLDER |
| Sculati Wealth Management, LLC$271M AUM | 1.04% | $3M | 9.5K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 1.03% | $4M | 11.4K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 1.03% | $2M | 6.4K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 1.02% | $5M | 17.4K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 1.01% | $1M | 4.5K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.01% | $3M | 9.8K | Q1 2026OLDER |
| Human Investing LLC$687M AUM | 1.01% | $7M | 23.2K | Q1 2026OLDER |
| Sequent Asset Management, LLC$225M AUM | 1.00% | $2M | 7.1K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.99% | $250M | 836.6K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.99% | $2M | 5.8K | Q2 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 0.96% | $13M | 43.1K | Q1 2026OLDER |
| BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM | 0.96% | $2M | 8.3K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.95% | $4M | 11.8K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.95% | $48M | 159.8K | Q1 2026OLDER |
| Soundwatch Capital LLC$793M AUM | 0.95% | $8M | 25.2K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.94% | $2M | 7.5K | Q1 2026OLDER |
| ARK & TLK INVESTMENTS, LLC$370M AUM | 0.92% | $3M | 11.4K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.92% | $2M | 6.8K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.90% | $7M | 22.9K | Q4 2025OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.90% | $1M | 4.4K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.90% | $1M | 3.8K | Q2 2026 |
| Manuka Financial, LLC$162M AUM | 0.89% | $1M | 4.8K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.89% | $1M | 4.0K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.89% | $2M | 5.2K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.89% | $1M | 3.6K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.86% | $10M | 33.1K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.85% | $10M | 34.3K | Q1 2026OLDER |
| Journey Beyond Wealth, LLC$116M AUM | 0.84% | $983,237 | 3.3K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 0.84% | $1M | 3.7K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.83% | $3M | 11.1K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.81% | $2M | 5.6K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.81% | $2M | 6.3K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.80% | $7M | 22.4K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 0.79% | $991,005 | 3.3K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.79% | $2M | 5.3K | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.78% | $51M | 171.1K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.78% | $1M | 4.9K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.76% | $2M | 6.8K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.74% | $829,168 | 2.4K | Q2 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.73% | $9M | 30.3K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 0.71% | $5M | 16.4K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.71% | $3M | 10.6K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.71% | $3M | 8.7K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.70% | $11M | 36.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.68% | $158M | 529.2K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 0.68% | $3M | 8.8K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.67% | $16M | 45.1K | Q2 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.66% | $1M | 4.1K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.66% | $942,274 | 3.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.65% | $1.2B | 4.00M | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.64% | $6M | 20.9K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.64% | $2M | 7.7K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.64% | $5M | 15.7K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.63% | $2M | 7.3K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.62% | $6M | 19.1K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.62% | $1M | 3.8K | Q2 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.62% | $6M | 21.3K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.61% | $1M | 3.4K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.60% | $6M | 20.2K | Q1 2026OLDER |
| Wiser Wealth Management, Inc$464M AUM | 0.59% | $3M | 9.1K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 0.57% | $3M | 8.7K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.57% | $1M | 4.8K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.57% | $1M | 4.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.55% | $1M | 4.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.55% | $53M | 177.5K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.54% | $38M | 126.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.54% | $10M | 34.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.54% | $84M | 323.9K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.54% | $867,861 | 2.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.53% | $2M | 7.2K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.53% | $8M | 27.8K | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.53% | $8M | 26.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.53% | $7M | 23.8K | Q1 2026OLDER |
| Fee-Only Financial Planning, L.C.$166M AUM | 0.53% | $874,091 | 2.9K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.52% | $1M | 3.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.52% | $849M | 2.84M | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.52% | $734,872 | 2.5K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.51% | $6M | 20.9K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.51% | $4M | 11.8K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.51% | $520,218 | 1.7K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.50% | $130M | 434.8K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.50% | $566,565 | 1.6K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.50% | $9M | 29.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.50% | $4M | 14.5K | Q1 2026OLDER |
| Scott & Selber, Inc.$474M AUM | 0.49% | $2M | 6.7K | Q2 2026 |
| Next Capital Management LLC$330M AUM | 0.49% | $2M | 5.4K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.48% | $221M | 738.6K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.48% | $592,321 | 2.0K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.47% | $674,168 | 2.3K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.47% | $768,327 | 2.6K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.47% | $1M | 4.4K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.47% | $7M | 22.9K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.47% | $5M | 16.1K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.46% | $4M | 11.9K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 0.46% | $478,756 | 1.4K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.46% | $2M | 5.6K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.45% | $4M | 13.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.44% | $2M | 7.4K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.44% | $2M | 11.8K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.44% | $2M | 5.5K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.43% | $3M | 8.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.43% | $831,102 | 2.8K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.43% | $2M | 5.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.42% | $25M | 82.0K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.42% | $650,666 | 2.2K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.42% | $623,464 | 2.1K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.41% | $10M | 34.0K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.41% | $1M | 3.7K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.41% | $7M | 22.9K | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.41% | $1M | 4.8K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 0.41% | $10M | 33.0K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.40% | $478,297 | 1.5K | Q4 2025OLDER |
| Mystic Asset Management, Inc.$431M AUM | 0.40% | $2M | 5.7K | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 0.40% | $722,619 | 2.4K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.39% | $847,666 | 2.8K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.39% | $2M | 5.9K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.39% | $787,210 | 2.3K | Q2 2026 |
| DEFINE FINANCIAL, LLC$184M AUM | 0.39% | $719,832 | 2.4K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.39% | $12M | 39.0K | Q1 2026OLDER |
| Great Point Wealth Advisors, LLC$542M AUM | 0.39% | $2M | 7.0K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.38% | $12M | 38.6K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.38% | $1M | 4.5K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.38% | $1M | 4.9K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.38% | $8M | 25.5K | Q3 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.38% | $4M | 11.0K | Q2 2026 |
| Capital Management Associates, Inc$442M AUM | 0.38% | $2M | 5.6K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.38% | $18M | 60.7K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.37% | $9M | 31.1K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.37% | $412,692 | 1.2K | Q2 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.37% | $14M | 48.3K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.37% | $2M | 5.9K | Q1 2026OLDER |
| Seven Post Investment Office LP$310M AUM | 0.37% | $1M | 3.8K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.36% | $980,228 | 3.3K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.36% | $1M | 3.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.36% | $628M | 2.10M | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.36% | $2M | 7.7K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.36% | $1M | 3.5K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.36% | $4M | 11.5K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.36% | $7M | 21.9K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.36% | $34M | 112.4K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 0.35% | $408,229 | 1.4K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.35% | $540,022 | 1.8K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.35% | $512,179 | 1.6K | Q4 2025OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.35% | $2M | 7.3K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.35% | $837,079 | 2.8K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.35% | $4M | 12.5K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.35% | $6M | 18.6K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.35% | $8M | 28.4K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.35% | $78M | 261.0K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.35% | $18M | 52.0K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.35% | $710,068 | 2.4K | Q1 2026OLDER |
| Alley Investment Management Company, LLC$821M AUM | 0.35% | $3M | 9.5K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.35% | $3M | 9.0K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.34% | $4M | 12.1K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.34% | $13M | 44.2K | Q1 2026OLDER |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 0.34% | $582,757 | 1.9K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.33% | $36M | 121.5K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.33% | $12M | 37.2K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.33% | $964,513 | 3.2K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.33% | $14M | 46.2K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.33% | $6M | 20.2K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.33% | $804,904 | 2.5K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.32% | $1M | 3.6K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.32% | $633,860 | 2.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.32% | $7M | 24.3K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.32% | $2M | 5.2K | Q4 2025OLDER |
| Envision Financial LLC$186M AUM | 0.32% | $597,697 | 2.0K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.32% | $5M | 16.2K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 0.32% | $326,942 | 1.3K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.31% | $599,746 | 2.0K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.31% | $542,433 | 1.6K | Q2 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.31% | $505,654 | 1.7K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.31% | $584,849 | 2.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.31% | $7M | 23.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.31% | $4M | 13.7K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.31% | $1M | 3.6K | Q1 2026OLDER |
| GreatBanc Trust CO$143M AUM | 0.30% | $432,735 | 1.4K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.30% | $12M | 40.4K | Q3 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.30% | $4M | 14.3K | Q3 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.29% | $5M | 16.3K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.29% | $435,720 | 1.3K | Q2 2026 |
| Secure Asset Management, LLC$632M AUM | 0.29% | $2M | 6.2K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.29% | $1M | 3.5K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.29% | $444,091 | 1.5K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.29% | $644,918 | 2.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.29% | $6M | 20.3K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.29% | $537,930 | 1.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.29% | $17M | 55.3K | Q1 2026OLDER |
| Prospect Financial Group LLC$108M AUM | 0.28% | $307,630 | 1.0K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.28% | $363,419 | 1.1K | Q2 2026 |
| BLVD Private Wealth, LLC$115M AUM | 0.28% | $324,252 | 1.1K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.28% | $2M | 5.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.28% | $8M | 26.2K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.28% | $23M | 78.0K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.28% | $386,899 | 1.1K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.28% | $4M | 12.7K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.28% | $870,818 | 3.4K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.27% | $2M | 5.5K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.27% | $2M | 7.1K | Q3 2025OLDER |
| Advantage Trust Co$223M AUM | 0.27% | $609,654 | 2.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.27% | $9M | 30.6K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.27% | $419,136 | 1.4K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.27% | $21M | 69.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.27% | $22M | 72.7K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.27% | $6M | 19.8K | Q1 2026OLDER |
| Thayer Financial, L.L.C.$110M AUM | 0.27% | $292,460 | 850 | Q2 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.26% | $4M | 14.3K | Q3 2025OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.26% | $609,065 | 1.8K | Q2 2026 |
| Gambit Capital Management, LLC$145M AUM | 0.26% | $373,563 | 1.3K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.26% | $902,076 | 2.6K | Q2 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.26% | $1M | 3.6K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 0.25% | $1M | 3.5K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.25% | $1M | 4.1K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.25% | $1M | 3.7K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.25% | $5M | 15.1K | Q2 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.25% | $915,780 | 3.1K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.25% | $312,896 | 1.0K | Q2 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.25% | $893,223 | 2.7K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.25% | $641,332 | 2.1K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.25% | $5M | 16.0K | Q1 2026OLDER |
| Ellenbecker Investment Group$743M AUM | 0.25% | $2M | 6.2K | Q1 2026OLDER |
| Atwater Malick LLC$370M AUM | 0.25% | $925,837 | 3.1K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.25% | $4M | 12.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.25% | $3M | 11.0K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.25% | $3M | 10.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.25% | $1M | 4.6K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.24% | $1M | 3.5K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.24% | $560,941 | 1.9K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.24% | $511,033 | 1.7K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.24% | $816,159 | 2.7K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.24% | $608,757 | 2.0K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.23% | $2M | 6.4K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.23% | $294,053 | 855 | Q2 2026 |
| URS Advisory LLC$137M AUM | 0.23% | $317,379 | 1.1K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.23% | $10M | 31.3K | Q3 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.23% | $20M | 67.9K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.23% | $2M | 5.0K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 0.23% | $326,865 | 1.1K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.23% | $281,064 | 940 | Q1 2026OLDER |
| Roundview Capital LLC$1.6B AUM | 0.23% | $4M | 12.3K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.23% | $2M | 6.5K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.23% | $3M | 10.3K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.23% | $318,116 | 925 | Q2 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.23% | $8M | 26.6K | Q1 2026OLDER |
| Astoria Strategic Wealth, Inc.$394M AUM | 0.23% | $886,688 | 3.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.22% | $1M | 4.6K | Q3 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.22% | $2M | 5.8K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.22% | $1M | 3.7K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.22% | $1M | 4.8K | Q3 2025OLDER |
| Essex Bank$452M AUM | 0.22% | $1M | 3.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.22% | $47M | 158.2K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.22% | $5M | 15.9K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 0.22% | $265,678 | 889 | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.22% | $472,183 | 1.6K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.21% | $822,734 | 2.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.21% | $77M | 257.4K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.21% | $2M | 5.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.21% | $1M | 3.5K | Q4 2025OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.21% | $236,092 | 790 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.21% | $180M | 603.9K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.21% | $4M | 13.1K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.21% | $510,862 | 1.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.21% | $10M | 28.6K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.21% | $1M | 5.0K | Q1 2026OLDER |
| Schaeffer Financial LLC$119M AUM | 0.20% | $243,245 | 814 | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.20% | $314,800 | 1.0K | Q4 2025OLDER |
| Bank OZK$283M AUM | 0.20% | $578,871 | 1.9K | Q1 2026OLDER |
| Amicus Financial Advisors, LLC$363M AUM | 0.20% | $740,037 | 2.5K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.20% | $921,653 | 3.1K | Q2 2026 |
| Wellington Grp LLC$300M AUM | 0.20% | $606,620 | 1.9K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.20% | $2M | 5.2K | Q2 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.20% | $293,391 | 953 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.20% | $108M | 361.7K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.20% | $358,620 | 1.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.19% | $8M | 49.4K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.19% | $440,506 | 1.5K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.19% | $644,022 | 2.2K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.19% | $285,394 | 955 | Q1 2026OLDER |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.19% | $3M | 9.0K | Q1 2026OLDER |
| Oldfather Financial Services, LLC$336M AUM | 0.19% | $642,507 | 2.0K | Q4 2025OLDER |
| LPWM LLC$396M AUM | 0.19% | $754,895 | 2.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.19% | $872,705 | 2.5K | Q2 2026 |
| Davis Wealth Advisors, LLC$120M AUM | 0.19% | $228,603 | 765 | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.19% | $430,019 | 1.4K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.19% | $567,815 | 1.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.19% | $420,576 | 1.4K | Q3 2025OLDER |
| Orca Investment Management, LLC$118M AUM | 0.19% | $228,680 | 743 | Q3 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.19% | $5M | 15.3K | Q2 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.19% | $2M | 4.7K | Q2 2026 |
| Smith Partners Wealth Management, LLC$112M AUM | 0.19% | $207,402 | 694 | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.19% | $261,284 | 830 | Q4 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.19% | $15M | 50.0K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.19% | $776,114 | 2.5K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.19% | $2M | 5.2K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.18% | $1M | 3.9K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.18% | $415,560 | 1.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.18% | $1.2B | 4.05M | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.18% | $2M | 5.8K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.18% | $1M | 4.1K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.18% | $460,839 | 1.3K | Q2 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.18% | $2M | 5.8K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.18% | $160M | 532.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.18% | $58M | 194.3K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.18% | $1M | 3.7K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.18% | $1M | 3.5K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.18% | $355,632 | 1.2K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.17% | $282,298 | 945 | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.17% | $1M | 3.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.17% | $1M | 4.0K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.17% | $1M | 3.6K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.17% | $5M | 18.2K | Q1 2026OLDER |
| OFS Enterprise LLC$392M AUM | 0.17% | $578,275 | 1.9K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.17% | $565,424 | 1.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.