VBILVANGUARD INSTL INDEX FD
CUSIP 922040845 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Instl Index Fd (VBIL) has 336 institutional holders in Filings Flow’s 13F database, together reporting 39.65M shares worth $3.0B as of Q1 2026. The largest reported holders are Wit, LLC, Nicholas Hoffman & Company, LLC., and Oxbow Advisors, LLC.
Institutional Holders
336
Q1 2026
Reported Value
$3.0B
Ticker
VBIL
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WIT, LLC$5.3B AUM | 3.78% | $200M | 2.65M | Q1 2026 |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 4.13% | $179M | 2.37M | Q1 2026 |
| Oxbow Advisors, LLC$1.2B AUM | 14.70% | $173M | 2.29M | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 7.63% | $142M | 1.88M | Q1 2026 |
| Elm Partners Management LLC$2.3B AUM | 6.04% | $139M | 1.84M | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 1.19% | $112M | 1.48M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $107M | 1.41M | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 6.22% | $93M | 1.23M | Q1 2026 |
| GREENHAVEN ASSOCIATES INC$6.1B AUM | 1.49% | $91M | 1.20M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $78M | 1.02M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $71M | 942.2K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $71M | 939.1K | Q1 2026 |
| FSA Investment Group, LLC$248M AUM | 24.59% | $61M | 807.7K | Q1 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 12.45% | $60M | 793.2K | Q1 2026 |
| BetterWealth, LLC$510M AUM | 9.72% | $50M | 655.1K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 1.45% | $46M | 605.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.05% | $40M | 529.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $36M | 477.5K | Q1 2026 |
| Cypress Capital, LLC$370M AUM | 9.99% | $35M | 464.3K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.51% | $34M | 454.6K | Q1 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 2.70% | $30M | 394.2K | Q1 2026 |
| Pathway Financial Advisors LLC$857M AUM | 3.58% | $29M | 383.5K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 4.69% | $28M | 376.3K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 5.68% | $25M | 336.4K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 8.33% | $25M | 330.4K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 1.37% | $23M | 302.8K | Q1 2026 |
| Red Wave Investments LLC$335M AUM | 6.37% | $21M | 281.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $21M | 273.6K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 1.27% | $21M | 273.1K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 1.18% | $21M | 273.1K | Q1 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM | 0.35% | $20M | 265.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 256.9K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 1.69% | $19M | 255.0K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.45% | $19M | 254.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.58% | $19M | 253.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 1.41% | $18M | 243.0K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $18M | 237.0K | Q1 2026 |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 3.52% | $18M | 233.6K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 1.47% | $17M | 219.1K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 1.28% | $16M | 205.7K | Q1 2026 |
| Miller Investment Management, LP$1.0B AUM | 1.47% | $15M | 195.9K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 2.51% | $15M | 195.0K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 3.26% | $15M | 191.9K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $14M | 187.0K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 6.80% | $14M | 184.8K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 178.3K | Q1 2026 |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 5.52% | $13M | 168.0K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.12% | $13M | 165.9K | Q1 2026 |
| Delta Investment Management, LLC$559M AUM | 2.24% | $13M | 165.3K | Q1 2026 |
| Gross & Hartman Investments LLC$192M AUM | 6.20% | $12M | 157.5K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.73% | $12M | 154.3K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 6.28% | $12M | 152.7K | Q1 2026 |
| eCIO, Inc.$228M AUM | 4.47% | $10M | 134.4K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 1.09% | $10M | 133.7K | Q1 2026 |
| Englebert Financial Advisers, LLC$88M AUM | 11.41% | $10M | 132.6K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.06% | $10M | 130.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 118.6K | Q1 2026 |
| Lakewood Asset Management LLC$156M AUM | 5.63% | $9M | 116.5K | Q1 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 4.75% | $9M | 115.7K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 1.07% | $9M | 115.4K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 0.73% | $8M | 112.3K | Q1 2026 |
| GenTrust, LLC$2.3B AUM | 0.36% | $8M | 112.0K | Q1 2026 |
| Cambria Investment Management, L.P.$1.8B AUM | 0.47% | $8M | 111.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 111.4K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.67% | $8M | 106.9K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.47% | $8M | 105.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 103.0K | Q4 2025OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 1.12% | $8M | 102.1K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.55% | $8M | 101.6K | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 3.35% | $8M | 101.4K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.30% | $7M | 91.5K | Q1 2026 |
| PFW Advisors LLC$318M AUM | 2.18% | $7M | 91.5K | Q1 2026 |
| Factorial Partners, LLC$138M AUM | 5.00% | $7M | 91.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $7M | 90.6K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.03% | $7M | 90.2K | Q1 2026 |
| First Pacific Advisors, LP$7.1B AUM | 0.10% | $7M | 90.2K | Q1 2026 |
| Astra Wealth Partners LLC$168M AUM | 4.01% | $7M | 88.8K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.39% | $6M | 84.9K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.22% | $6M | 84.5K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.11% | $6M | 83.7K | Q1 2026 |
| MRWM Advisors, LLC$184M AUM | 3.38% | $6M | 82.5K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.76% | $6M | 82.5K | Q1 2026 |
| Foundry Financial LLC$236M AUM | 2.60% | $6M | 81.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 80.7K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 79.9K | Q1 2026 |
| Guardian Wealth Management, Inc.$183M AUM | 3.17% | $6M | 76.8K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 2.32% | $6M | 75.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 74.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 73.4K | Q1 2026 |
| ASSET PLANNING CORPORATION$211M AUM | 2.60% | $5M | 72.6K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.07% | $5M | 72.3K | Q1 2026 |
| KilterHowling LLC$198M AUM | 2.70% | $5M | 70.6K | Q4 2025OLDER |
| JBR Co Financial Management Inc$274M AUM | 2.22% | $5M | 70.2K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.43% | $5M | 68.8K | Q3 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 2.61% | $5M | 68.8K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.08% | $5M | 67.3K | Q1 2026 |
| Planned Solutions, Inc.$306M AUM | 1.61% | $5M | 64.9K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $5M | 64.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $5M | 63.2K | Q3 2025OLDER |
| Unison Advisors LLC$1.3B AUM | 0.34% | $4M | 59.5K | Q1 2026 |
| TPG Advisors LLC$160M AUM | 2.79% | $4M | 59.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 58.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.31% | $4M | 57.2K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.31% | $4M | 56.6K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.16% | $4M | 56.4K | Q1 2026 |
| Pines Wealth Management, LLC$309M AUM | 1.34% | $4M | 54.6K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.12% | $4M | 54.5K | Q1 2026 |
| Safe Harbor Family Capital, LLC$128M AUM | 3.22% | $4M | 54.5K | Q1 2026 |
| Level Wealth Management LLC$213M AUM | 1.92% | $4M | 54.2K | Q1 2026 |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.65% | $4M | 53.4K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.84% | $4M | 52.8K | Q1 2026 |
| Obermeyer Wealth Partners$2.2B AUM | 0.18% | $4M | 52.2K | Q1 2026 |
| Ledgewood Wealth Advisors, LLC$188M AUM | 2.17% | $4M | 51.1K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 2.14% | $4M | 50.9K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 0.68% | $4M | 50.7K | Q1 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 2.80% | $4M | 50.0K | Q2 2025OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.51% | $4M | 49.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 49.1K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 1.91% | $4M | 47.6K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.34% | $3M | 45.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.09% | $3M | 45.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $3M | 44.8K | Q1 2026 |
| SCRATCH CAPITAL LLC$175M AUM | 1.89% | $3M | 43.6K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.89% | $3M | 43.5K | Q4 2025OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 1.61% | $3M | 43.1K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.41% | $3M | 42.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 41.8K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.59% | $3M | 41.7K | Q1 2026 |
| Burton Enright Welch$736M AUM | 0.42% | $3M | 41.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 40.5K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 1.06% | $3M | 40.0K | Q1 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 0.22% | $3M | 39.7K | Q1 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 1.74% | $3M | 38.4K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 1.64% | $3M | 38.3K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 0.98% | $3M | 36.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 36.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 36.4K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.53% | $3M | 36.1K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.74% | $3M | 35.5K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.88% | $3M | 35.4K | Q1 2026 |
| Luminvest Wealth Management LLC$382M AUM | 0.68% | $3M | 34.5K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.09% | $3M | 34.1K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.05% | $3M | 34.0K | Q1 2026 |
| Vertrix Wealth Management, LLC$297M AUM | 0.93% | $3M | 33.5K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.05% | $3M | 33.2K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.02% | $3M | 33.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 34.5K | Q1 2026 |
| Greystone Financial Group, LLC$353M AUM | 0.38% | $2M | 32.4K | Q4 2025OLDER |
| Zhang Financial LLC$2.9B AUM | 0.08% | $2M | 31.1K | Q1 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 1.02% | $2M | 30.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 30.5K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.22% | $2M | 29.8K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 29.8K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.70% | $2M | 29.8K | Q1 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 0.23% | $2M | 29.6K | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.20% | $2M | 29.3K | Q1 2026 |
| Cassilly Financial Group LLC$115M AUM | 1.87% | $2M | 28.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 28.0K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.06% | $2M | 27.7K | Q1 2026 |
| Balefire, LLC$613M AUM | 0.41% | $2M | 27.4K | Q3 2025OLDER |
| Aegis Wealth Management LLC$175M AUM | 1.17% | $2M | 26.9K | Q1 2026 |
| Wrenne Financial Planning LLC$255M AUM | 0.78% | $2M | 26.3K | Q1 2026 |
| NavPoint Financial, Inc.$247M AUM | 0.79% | $2M | 25.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 25.6K | Q1 2026 |
| Northstar Group, Inc.$707M AUM | 0.27% | $2M | 25.2K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.20% | $2M | 24.8K | Q1 2026 |
| Castleview Partners, LLC$195M AUM | 0.89% | $2M | 23.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.06% | $2M | 23.0K | Q1 2026 |
| Legacy Advisory Services, LLC$131M AUM | 1.32% | $2M | 22.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 22.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 22.2K | Q4 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.12% | $2M | 21.8K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.08% | $2M | 21.5K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 0.58% | $2M | 20.0K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 0.57% | $1M | 19.8K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $1M | 18.7K | Q1 2026 |
| Thrive Wealth Management, LLC$787M AUM | 0.21% | $1M | 18.3K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.83% | $1M | 18.3K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 18.2K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 0.26% | $1M | 18.2K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.59% | $1M | 18.1K | Q1 2026 |
| Vision Capital Management, Inc.$792M AUM | 0.17% | $1M | 18.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 17.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 17.7K | Q1 2026 |
| Arbor Wealth Advisors LLC$164M AUM | 0.89% | $1M | 16.7K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.14% | $1M | 16.6K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.73% | $1M | 16.0K | Q4 2025OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.05% | $1M | 15.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.24% | $1M | 15.8K | Q1 2026 |
| PROFESSIONAL ADVISORY SERVICES INC$836M AUM | 0.16% | $1M | 15.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 15.8K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 15.0K | Q1 2026 |
| Family CFO Inc$223M AUM | 0.51% | $1M | 14.9K | Q1 2026 |
| GEN Financial Management, INC.$162M AUM | 0.69% | $1M | 14.8K | Q1 2026 |
| FCA CORP /TX$354M AUM | 0.31% | $1M | 14.7K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.04% | $1M | 14.6K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 0.36% | $1M | 14.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 14.1K | Q1 2026 |
| Western Financial Corp/CA$255M AUM | 0.41% | $1M | 13.9K | Q1 2026 |
| Verum Partners LLC$527M AUM | 0.20% | $1M | 13.9K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $1M | 13.5K | Q1 2026 |
| Pictet North America Advisors SA$1.0B AUM | 0.10% | $1M | 13.5K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.03% | $1M | 13.5K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 13.4K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.11% | $1M | 13.4K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.07% | $1M | 13.3K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $999,185 | 13.2K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.06% | $998,580 | 13.2K | Q1 2026 |
| Verus Financial Partners, Inc.$1.1B AUM | 0.09% | $992,856 | 13.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $983,980 | 13.0K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.26% | $963,154 | 12.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $961,622 | 12.7K | Q1 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.19% | $932,386 | 12.3K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 0.44% | $925,933 | 12.2K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $878,976 | 11.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $877,275 | 11.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $873,781 | 11.6K | Q4 2025OLDER |
| Sandhill Capital Partners LLC$1.2B AUM | 0.07% | $870,505 | 11.5K | Q1 2026 |
| Perennial Advisors, LLC$587M AUM | 0.14% | $863,825 | 11.5K | Q4 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.03% | $861,351 | 11.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $848,112 | 11.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $841,309 | 11.1K | Q1 2026 |
| Essex LLC$566M AUM | 0.15% | $823,829 | 10.9K | Q1 2026 |
| Goodman Financial Corp$582M AUM | 0.14% | $810,968 | 10.7K | Q1 2026 |
| Baskin Financial Services Inc.$1.2B AUM | 0.07% | $800,000 | 10.6K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 0.13% | $795,483 | 10.5K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.03% | $786,760 | 10.4K | Q1 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.62% | $782,058 | 10.4K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $781,209 | 10.3K | Q4 2025OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.17% | $753,852 | 10.0K | Q1 2026 |
| Blackhawk Capital Partners, LLC$273M AUM | 0.27% | $746,666 | 9.9K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $735,848 | 9.7K | Q1 2026 |
| Sensenig Capital Advisors, Inc$109M AUM | 0.75% | $733,157 | 9.7K | Q1 2026 |
| Approach Retirement Advisors, LLC$120M AUM | 0.60% | $719,407 | 9.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $717,575 | 9.5K | Q1 2026 |
| Successful Portfolios LLC$181M AUM | 0.39% | $714,050 | 9.4K | Q1 2026 |
| Victrix Investment Advisors$239M AUM | 0.26% | $707,630 | 9.4K | Q1 2026 |
| Focused Wealth Management, Inc$964M AUM | 0.07% | $701,885 | 9.3K | Q1 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.20% | $695,375 | 9.2K | Q1 2026 |
| TMB Capital Partners, LLC$297M AUM | 0.22% | $641,436 | 8.5K | Q1 2026 |
| Meredith Wealth Planning$369M AUM | 0.17% | $637,989 | 8.4K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.11% | $631,224 | 8.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $612,640 | 8.1K | Q1 2026 |
| Gambit Capital Management, LLC$145M AUM | 0.42% | $611,857 | 8.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $607,643 | 8.0K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.16% | $566,619 | 7.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $553,959 | 7.3K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $518,719 | 6.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $511,073 | 6.8K | Q1 2026 |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.17% | $507,172 | 6.7K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $500,696 | 6.6K | Q1 2026 |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.07% | $500,389 | 6.6K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.05% | $498,268 | 6.6K | Q1 2026 |
| Bay Rivers Group$293M AUM | 0.20% | $486,732 | 6.4K | Q1 2026 |
| Planning Center, Inc.$987M AUM | 0.05% | $482,950 | 6.4K | Q1 2026 |
| Coyle Financial Counsel LLC$473M AUM | 0.10% | $480,378 | 6.3K | Q1 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.13% | $473,364 | 6.3K | Q1 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.06% | $473,245 | 6.3K | Q2 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $459,498 | 6.1K | Q1 2026 |
| HEADINVEST, LLC$488M AUM | 0.09% | $456,170 | 6.0K | Q1 2026 |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.02% | $453,750 | 6.0K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.03% | $451,604 | 6.0K | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.15% | $451,101 | 6.0K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.10% | $449,532 | 5.9K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $441,138 | 5.8K | Q3 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.06% | $437,711 | 5.8K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $435,820 | 5.8K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $433,096 | 5.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $427,532 | 5.7K | Q1 2026 |
| Passive Capital Management, LLC.$335M AUM | 0.13% | $421,824 | 5.6K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.27% | $419,479 | 5.5K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.06% | $418,727 | 5.5K | Q1 2026 |
| Affinity Capital Advisors, LLC$810M AUM | 0.06% | $416,075 | 5.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $414,940 | 5.5K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $414,111 | 5.5K | Q4 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.03% | $410,174 | 5.4K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $406,907 | 5.4K | Q3 2025OLDER |
| New Insight Wealth Advisors$279M AUM | 0.14% | $403,551 | 5.3K | Q4 2025OLDER |
| Custos Family Office, LLC$147M AUM | 0.28% | $403,269 | 5.3K | Q4 2025OLDER |
| Meadowbrook Wealth Management, LLC$93M AUM | 0.53% | $400,945 | 5.3K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $399,779 | 5.3K | Q4 2025OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.07% | $385,815 | 5.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $384,347 | 5.1K | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 0.14% | $372,416 | 4.9K | Q1 2026 |
| Eaton-Cambridge Inc.$320M AUM | 0.12% | $368,491 | 4.9K | Q1 2026 |
| Ballast Financial Advisors LLC$98M AUM | 0.38% | $366,449 | 4.8K | Q1 2026 |
| Pacific Point Advisors, LLC$190M AUM | 0.19% | $355,140 | 4.7K | Q1 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.02% | $353,739 | 4.7K | Q1 2026 |
| PALLADIEM, LLC$105M AUM | 0.34% | $353,539 | 4.7K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $352,680 | 4.7K | Q1 2026 |
| Geneva Partners, LLC$208M AUM | 0.17% | $352,396 | 4.7K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.05% | $351,040 | 4.6K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $350,143 | 4.6K | Q3 2025OLDER |
| Betterment LLC$52.8B AUM | 0.00% | $350,000 | 4.6K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $347,763 | 4.6K | Q1 2026 |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.19% | $344,661 | 4.6K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $344,208 | 4.5K | Q1 2026 |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.06% | $340,268 | 4.5K | Q3 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.04% | $337,172 | 4.5K | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 0.20% | $336,416 | 4.4K | Q1 2026 |
| Financial Architects, LLC$190M AUM | 0.18% | $328,498 | 4.4K | Q4 2025OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.05% | $327,242 | 4.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $326,775 | 4.3K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.03% | $325,145 | 4.3K | Q3 2025OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $325,145 | 4.3K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.04% | $324,349 | 4.3K | Q4 2025OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $313,063 | 4.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $311,905 | 4.1K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $309,138 | 4.1K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $303,333 | 4.0K | Q2 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.07% | $294,645 | 3.9K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $289,138 | 3.8K | Q3 2025OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $285,881 | 3.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $282,186 | 3.7K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $276,123 | 3.6K | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $272,037 | 3.6K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $270,449 | 3.6K | Q1 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.06% | $259,662 | 3.4K | Q3 2025OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 0.23% | $259,298 | 3.4K | Q1 2026 |
| Fortune Financial Advisors, LLC$196M AUM | 0.13% | $255,650 | 3.4K | Q1 2026 |
| Keystone Financial Group, Inc.$192M AUM | 0.13% | $254,604 | 3.4K | Q1 2026 |
| Hudson Value Partners, LLC$335M AUM | 0.08% | $253,966 | 3.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $250,477 | 3.3K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.24% | $248,699 | 3.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $247,678 | 3.3K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $247,546 | 3.3K | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 0.17% | $246,000 | 3.3K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $241,021 | 3.2K | Q1 2026 |
| Innova Wealth Partners$211M AUM | 0.11% | $239,913 | 3.2K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.04% | $238,935 | 3.2K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $235,731 | 3.1K | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 0.08% | $231,338 | 3.1K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $223,581 | 3.0K | Q1 2026 |
| EWA, LLC$548M AUM | 0.05% | $218,023 | 2.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $215,504 | 2.9K | Q4 2025OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $210,747 | 2.8K | Q1 2026 |
| Adams Wealth Management$455M AUM | 0.05% | $210,080 | 2.8K | Q1 2026 |
| CacheTech Inc.$519M AUM | 0.04% | $210,080 | 2.8K | Q1 2026 |
| Sterneck Capital Management, LLC$223M AUM | 0.09% | $207,130 | 2.7K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $205,421 | 2.7K | Q4 2025OLDER |
| Traveka Wealth, LLC$262M AUM | 0.11% | $203,223 | 2.7K | Q2 2025OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.13% | $202,152 | 2.7K | Q1 2026 |
| Twin Lakes Capital Management, LLC$220M AUM | 0.09% | $201,457 | 2.7K | Q1 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.18% | $200,775 | 2.7K | Q1 2026 |
| Schiavi & Co LLC$337M AUM | 0.06% | $200,521 | 2.7K | Q1 2026 |
| Morton Capital Management LLC/CA$672M AUM | 0.03% | $200,474 | 2.7K | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.05% | $152,116 | 2.0K | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $148,000 | 1.9K | Q1 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.09% | $114,004 | 1.5K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.08% | $102,007 | 1.3K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.03% | $102,000 | 1.3K | Q1 2026 |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.07% | $98,042 | 1.3K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.02% | $92,746 | 1.2K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.01% | $89,000 | 1.2K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $80,008 | 1.1K | Q2 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $75,650 | 1.0K | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.03% | $71,821 | 949 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $55,830 | 738 | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $41,000 | 542 | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $37,825 | 500 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $33,211 | 439 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $31,546 | 417 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $30,101 | 398 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $24,359 | 322 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $23,225 | 307 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $22,619 | 299 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $19,745 | 261 | Q1 2026 |
| Evolution Advisers, Inc.$237M AUM | 0.01% | $16,000 | 220 | Q1 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.01% | $14,979 | 198 | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $11,499 | 152 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8,222 | 109 | Q4 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $7,792 | 103 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,161 | 55 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,176 | 42 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,891 | 25 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,135 | 15 | Q1 2026 |
| Gould Capital, LLC$165M AUM | 0.00% | $983 | 13 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $754 | 10 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $320 | 4 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $69 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.