VTWVVANGUARD SCOTTSDALE FDS
CUSIP 92206C649 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Scottsdale Fds (VTWV) has 188 institutional holders in Filings Flow’s 13F database, together reporting 3.01M shares worth $502M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Pathstone Holdings, LLC, and Morgan Stanley.
Institutional Holders
188
Q1 2026
Reported Value
$502M
Ticker
VTWV
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $71M | 425.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.14% | $35M | 211.2K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $33M | 198.1K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.10% | $21M | 123.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $20M | 117.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $16M | 95.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $15M | 90.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $15M | 89.7K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.44% | $14M | 83.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 75.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $11M | 71.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 60.7K | Q1 2026 |
| WestHill Financial Advisors, Inc.$523M AUM | 1.86% | $10M | 58.2K | Q1 2026 |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.62% | $9M | 55.1K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 1.17% | $8M | 50.3K | Q1 2026 |
| AMG National Trust Bank$4.6B AUM | 0.18% | $8M | 48.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 47.8K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.04% | $8M | 45.9K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.07% | $8M | 54.3K | Q2 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.77% | $7M | 43.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 38.5K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.07% | $6M | 37.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 35.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 33.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 31.2K | Q1 2026 |
| Virtue Capital Management, LLC$657M AUM | 0.75% | $5M | 30.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 28.9K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.03% | $5M | 27.1K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 26.2K | Q1 2026 |
| PW Nova Financial Services LLC$399M AUM | 1.06% | $4M | 25.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 24.6K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 1.25% | $4M | 25.6K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 23.4K | Q1 2026 |
| Brandywine Asset Management, Inc.$126M AUM | 3.08% | $4M | 22.8K | Q1 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.16% | $4M | 23.8K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 20.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 18.8K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.04% | $3M | 16.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 18.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 17.4K | Q1 2026 |
| CAROLINAS WEALTH CONSULTING LLC$0 AUM | 0.57% | $3M | 20.0K | Q2 2025OLDER |
| Allegheny Financial Group$742M AUM | 0.36% | $3M | 15.9K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.26% | $3M | 15.5K | Q1 2026 |
| Phoenix Wealth Advisors$253M AUM | 0.96% | $2M | 14.5K | Q1 2026 |
| NYL Investors LLC$265M AUM | 0.90% | $2M | 14.2K | Q1 2026 |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.46% | $2M | 14.1K | Q1 2026 |
| LBJ Family Wealth Advisors, Ltd.$171M AUM | 1.38% | $2M | 14.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 14.0K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 13.9K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 13.1K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.16% | $2M | 12.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 12.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 11.7K | Q1 2026 |
| Gibraltar Capital Management, Inc.$581M AUM | 0.32% | $2M | 11.3K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.12% | $2M | 11.2K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 11.0K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 10.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 10.1K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 9.9K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 8.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 8.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 8.7K | Q1 2026 |
| FourThought Financial Partners, LLC$1.2B AUM | 0.12% | $1M | 8.4K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.09% | $1M | 8.4K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.05% | $1M | 8.3K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.15% | $1M | 8.5K | Q4 2025OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.07% | $1M | 8.0K | Q1 2026 |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.17% | $1M | 7.5K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 7.3K | Q1 2026 |
| COOKE & BIELER LP$8.8B AUM | 0.01% | $1M | 7.5K | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 7.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 6.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 6.4K | Q1 2026 |
| Wrenne Financial Planning LLC$255M AUM | 0.39% | $1M | 6.0K | Q1 2026 |
| Morangie Management LLC$109M AUM | 0.91% | $991,447 | 5.9K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 0.16% | $914,192 | 5.5K | Q1 2026 |
| Brooklyn FI, LLC$476M AUM | 0.19% | $882,754 | 5.3K | Q1 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.51% | $869,002 | 5.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $827,499 | 4.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $818,295 | 4.9K | Q1 2026 |
| IVC Wealth Advisors LLC$230M AUM | 0.31% | $723,822 | 4.3K | Q1 2026 |
| Michels Family Financial, LLC$139M AUM | 0.52% | $723,496 | 4.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $709,682 | 4.2K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $684,999 | 4.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $682,206 | 4.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $681,075 | 4.1K | Q1 2026 |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.04% | $663,501 | 4.0K | Q1 2026 |
| Verisail Partners, LLC$270M AUM | 0.27% | $642,735 | 4.6K | Q2 2025OLDER |
| Clear Retirement Advice LLC$146M AUM | 0.47% | $604,166 | 3.6K | Q1 2026 |
| Kelsey Financial, LLC$114M AUM | 0.53% | $603,497 | 3.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $603,226 | 3.7K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $565,704 | 3.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $560,000 | 3.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $538,154 | 3.2K | Q1 2026 |
| Tennessee Valley Asset Management Partners$757M AUM | 0.07% | $518,033 | 3.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $501,660 | 3.0K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $477,581 | 2.9K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 0.10% | $469,888 | 2.8K | Q1 2026 |
| Sound Financial Strategies Group, LLC$147M AUM | 0.31% | $458,684 | 2.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $456,000 | 3.3K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $450,491 | 2.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $447,314 | 2.6K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $446,442 | 2.7K | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 0.32% | $445,000 | 2.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $444,278 | 2.7K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.14% | $443,000 | 2.6K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.01% | $440,304 | 2.5K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $435,000 | 2.6K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.03% | $425,773 | 2.7K | Q3 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.03% | $423,199 | 2.6K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $422,733 | 2.5K | Q1 2026 |
| Note Advisors, LLC$200M AUM | 0.21% | $416,378 | 2.5K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.12% | $403,369 | 2.4K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $395,036 | 2.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $377,215 | 2.4K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $372,737 | 2.7K | Q2 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.08% | $354,841 | 2.1K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $350,159 | 2.1K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.15% | $344,640 | 2.1K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.03% | $344,327 | 2.1K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $342,861 | 2.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $342,527 | 2.0K | Q1 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $341,711 | 1.9K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $338,517 | 2.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $334,942 | 2.0K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $322,553 | 2.3K | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $322,400 | 1.9K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $317,534 | 1.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $313,417 | 1.9K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.05% | $312,367 | 1.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $311,191 | 1.9K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.14% | $309,011 | 1.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $307,518 | 1.8K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.27% | $293,155 | 1.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $292,992 | 1.8K | Q4 2025OLDER |
| First Western Trust Bank$2.0B AUM | 0.01% | $290,628 | 1.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $289,414 | 1.7K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.09% | $284,107 | 1.7K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.09% | $279,257 | 1.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $273,464 | 1.6K | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.05% | $272,399 | 1.6K | Q1 2026 |
| Portland Global Advisors LLC$938M AUM | 0.03% | $250,830 | 1.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $242,642 | 1.5K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 0.07% | $242,302 | 1.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $241,800 | 1.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $239,657 | 1.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $233,658 | 1.5K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $228,255 | 1.4K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $228,255 | 1.4K | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.07% | $227,754 | 1.4K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $224,589 | 1.7K | Q1 2026 |
| GUIDANCE CAPITAL, INC$446M AUM | 0.05% | $221,503 | 1.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $220,396 | 1.3K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $212,369 | 1.3K | Q1 2026 |
| CULLINAN ASSOCIATES INC$1.2B AUM | 0.02% | $211,533 | 1.3K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.03% | $207,098 | 1.2K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $204,822 | 1.2K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $192,818 | 1.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $192,805 | 1.2K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.04% | $178,925 | 1.1K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.04% | $158,859 | 950 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $148,510 | 888 | Q1 2026 |
| Disciplina Capital Management LLC$944M AUM | 0.02% | $143,809 | 860 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $138,697 | 829 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $137,455 | 822 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $135,658 | 807 | Q1 2026 |
| Gleason Group, Inc.$1.0B AUM | 0.01% | $128,606 | 769 | Q1 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.05% | $125,475 | 805 | Q4 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.05% | $123,492 | 202 | Q3 2025OLDER |
| Midway Capital Research & Management$106M AUM | 0.11% | $112,037 | 670 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $101,837 | 609 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $100,332 | 600 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $77,683 | 465 | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $70,400 | 421 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $60,871 | 381 | Q4 2025OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.04% | $56,688 | 339 | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.05% | $48,473 | 303 | Q4 2025OLDER |
| Centennial Bank/AR/$279M AUM | 0.02% | $43,310 | 259 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $42,808 | 256 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $34,782 | 208 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $34,545 | 216 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $31,939 | 191 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $26,588 | 159 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $25,953 | 155 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $23,411 | 140 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $23,411 | 140 | Q1 2026 |
| Bear Mountain Capital, Inc.$333M AUM | 0.01% | $22,957 | 126 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $20,396 | 131 | Q3 2025OLDER |
| Iron Horse Wealth Management, LLC$339M AUM | 0.01% | $20,168 | 145 | Q2 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $18,561 | 111 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $16,722 | 100 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $16,053 | 96 | Q1 2026 |
| CoreFirst Bank & Trust$189M AUM | 0.01% | $15,833 | 99 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $14,381 | 86 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $14,214 | 85 | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $13,377 | 80 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $11,000 | 70 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $8,528 | 51 | Q1 2026 |
| Fairscale Capital, LLC$145M AUM | 0.01% | $8,361 | 50 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,194 | 49 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $7,372 | 53 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,023 | 42 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $6,689 | 40 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $6,343 | 38 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,852 | 35 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,611 | 36 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $5,518 | 33 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $5,045 | 30 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2,843 | 17 | Q1 2026 |
| Eukles Asset Management$224M AUM | 0.00% | $2,508 | 15 | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $2,399 | 15 | Q4 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $2,007 | 12 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,444 | 9 | Q3 2025OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $836 | 5 | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $185 | 1 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $167 | 1 | 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.