Schwab Fndmntl US LRG Co. ETFFNDXETF
13F holders, Q2 2024 (June 30)535holders +37
71new positions
37sold out
4famous investors
$66.96avg. 13F price*
At the end of Q2 2024, 535 institutions reported holding Schwab Fndmntl US LRG Co. ETF (FNDX) in their 13F filings, up 37 from Q1 2024. 71 opened new positions and 37 sold out. The largest holders were Charles Schwab Investment Management Inc. ($8.7B), Captrust Financial Advisors ($289.9M) and McAdam, LLC ($184.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab Fndmntl US LRG Co. ETF
- CUSIP
- 808524771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $33.7M |
| Exits | 37 | $43.8M |
All 13F filers, Q1 2024 → Q2 2024: 133,654,027 shares bought and 1,795,931 shares sold, net +131,858,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| Charles Schwab Investment Management Inc. | 1.66% | Add +10733.0% | 130,306,774 | $8.7B |
| Captrust Financial Advisors | 0.93% | Add +43.4% | 4,327,930 | $289.9M |
| McAdam, LLC | 11.08% | Add +6.4% | 2,750,884 | $184.3M |
| Signature Estate & Investment Advisors LLC | 4.52% | Add +1.3% | 2,694,681 | $180.5M |
| Northwest Bancshares, Inc. | 23.95% | Add +0.7% | 2,099,479 | $140.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -17.0% | 2,081,054 | $139.5M |
| Steele Capital Management, Inc. | 7.42% | Add +0.2% | 1,975,923 | $133.0M |
| Glassman Wealth Services | 18.40% | Add +0.7% | 1,490,577 | $99.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.8% | 1,296,701 | $86.9M |
| Callan Capital, LLC | 6.69% | Add +2.5% | 1,213,495 | $81.3M |
| Morgan Stanley | 0.01% | Add +2.5% | 1,202,571 | $80.5M |
| Bank of America Corp. | 0.01% | Add +0.9% | 924,355 | $61.9M |
| Charles Schwab Trust Co | 5.27% | Reduce -0.0% | 850,967 | $57.0M |
| Lee Financial Co | 9.17% | Add +3.3% | 836,020 | $56.1M |
| Kelman-Lazarov, Inc. | 10.00% | Reduce -0.0% | 800,453 | $53.6M |
| Gemmer Asset Management LLC | 5.53% | Add +4.8% | 772,112 | $51.7M |
| Cetera Investment Advisers | 0.12% | Add +11.2% | 747,908 | $50.1M |
| Private Advisor Group, LLC | 0.31% | Add +1.8% | 694,888 | $46.5M |
| Bell Investment Advisors, Inc | 9.12% | Reduce -4.4% | 693,491 | $46.4M |
| Ashford Advisors, LLC | 11.01% | Add +0.8% | 669,975 | $44.9M |
| Reston Wealth Management LLC | 17.54% | Add +0.5% | 654,843 | $43.9M |
| Osaic Holdings, Inc. | 0.10% | Add +73.0% | 623,934 | $41.8M |
| UBS Group AG | 0.01% | Add +14.9% | 616,610 | $41.3M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +4.0% | 606,351 | $40.6M |
| Tanglewood Wealth Management, Inc. | 5.00% | Add +0.4% | 600,760 | $40.2M |
| Koesten, Hirschmann & Crabtree, INC. | 25.17% | No change | 581,748 | $39.2M |
| HighTower Advisors, LLC | 0.05% | Add +2.5% | 494,611 | $33.1M |
| Alps Advisors Inc. | 0.23% | Reduce -29.4% | 490,955 | $32.9M |
| LPL Financial LLC | 0.02% | Add +9.6% | 472,086 | $31.6M |
| Clark Capital Management Group, Inc. | 0.23% | Add +0.3% | 469,057 | $31.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.23% | Add +1.8% | 450,380 | $30.2M |
| Creative Planning | 0.03% | Add +2.7% | 432,746 | $29.0M |
| Kavar Capital Partners Group, LLC | 5.22% | Add +3.7% | 432,075 | $28.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.4% | 424,046 | $28.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.3% | 421,374 | $28.2M |
| Kestra Advisory Services, LLC | 0.16% | Add +26.6% | 418,105 | $27.8M |
| Prairiewood Capital, LLC | 13.10% | Add +1.3% | 412,243 | $27.6M |
| Oxford Financial Group, LTD. LLC | 1.78% | Reduce -1.3% | 403,712 | $27.0M |
| Resonant Capital Advisors, LLC | 2.13% | Add +3.7% | 389,476 | $26.2M |
| Cahill Financial Advisors Inc. | 3.48% | Add +2.2% | 379,763 | $25.4M |
| Mariner, LLC | 0.04% | Add +4.5% | 346,183 | $23.2M |
| Planned Solutions, Inc. | 11.28% | Reduce -0.1% | 342,850 | $23.0M |
| Corient Private Wealth LP | 0.04% | Reduce -0.1% | 332,211 | $22.3M |
| Gratus Capital, LLC | 0.87% | Add +0.9% | 322,098 | $21.6M |
| Solitude Financial Services | 9.31% | Add +2.7% | 298,997 | $20.0M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Add +2.0% | 288,998 | $19.4M |
| Washington Trust Advisors, Inc. | 1.74% | Reduce -3.5% | 282,128 | $18.9M |
| Financial Strategies Group, Inc. | 4.73% | Reduce -0.7% | 279,040 | $18.8M |
| Haverford Trust Co | 0.20% | Add +12.6% | 279,694 | $18.7M |
| Moller Wealth Partners | 4.73% | Reduce -0.0% | 264,523 | $17.7M |
| Focus Partners Wealth | 0.06% | Add +123.7% | 260,536 | $17.4M |
| Firestone Capital Management | 4.76% | Add +1.6% | 260,270 | $17.4M |
| Your Advocates Ltd., LLP | 6.99% | Add +2.5% | 248,627 | $16.7M |
| Elevation Wealth Partners, LLC | 7.63% | Add +2.7% | 240,586 | $16.1M |
| Cabot Wealth Management Inc. | 1.98% | Reduce -6.9% | 225,859 | $15.1M |
| Burt Wealth Advisors | 3.68% | Reduce -6.5% | 208,611 | $14.0M |
| CPC Advisors, LLC | 2.20% | Add +0.1% | 199,053 | $13.3M |
| Strata Wealth Advisors, LLC | 4.56% | Reduce -0.2% | 197,697 | $13.2M |
| Pasadena Private Wealth, LLC | 3.04% | Reduce -3.5% | 196,205 | $13.1M |
| Systelligence, LLC | 3.49% | Add +0.2% | 195,679 | $13.1M |
| OneDigital Investment Advisors LLC | 0.16% | Add +1031.6% | 193,395 | $13.0M |
| White Pine Investment CO | 3.79% | Add +2.4% | 192,589 | $12.9M |
| Quadcap Wealth Management, LLC | 2.32% | Add +24.7% | 191,423 | $12.8M |
| TruNorth Capital Management, LLC | 4.00% | Add +2.8% | 183,990 | $12.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.7% | 181,386 | $12.1M |
| Prism Advisors, Inc. | 3.64% | Add +1.2% | 178,992 | $12.0M |
| Tradition Wealth Management, LLC | 1.15% | Reduce -34.5% | 177,534 | $11.9M |
| Certified Advisory Corp | 1.49% | Add +62.3% | 176,728 | $11.8M |
| Wealth Forward, LLC | 9.05% | Add +0.6% | 172,916 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.6% | 168,639 | $11.3M |
| Eagle Strategies LLC | 2.14% | Add +208.0% | 167,085 | $11.2M |
| Opes Wealth Management LLC | 2.30% | Reduce -3.2% | 164,230 | $11.0M |
| Cerity Partners LLC | 0.03% | Add +8.1% | 161,242 | $10.8M |
| American Trust | 0.84% | New | 152,559 | $10.2M |
| RHS Financial, LLC | 6.15% | Reduce -3.5% | 150,224 | $10.1M |
| Cobblestone Capital Advisors LLC | 0.62% | Reduce -2.3% | 149,904 | $10.0M |
| Cedar Point Capital Partners, LLC | 7.50% | Add +0.0% | 149,622 | $10.0M |
| Pallas Capital Advisors LLC | 0.44% | Reduce -1.0% | 141,462 | $9.8M |
| Legend Financial Advisors, Inc. | 6.65% | Add +4.6% | 139,866 | $9.4M |
| Sterling Financial Planning, Inc. | 3.70% | Reduce -0.3% | 136,117 | $9.1M |
| Masso Torrence Wealth Management Inc. | 5.00% | Add +4.4% | 134,633 | $9.0M |
| Northland Capital Management LLC | 6.28% | Add +0.1% | 133,980 | $9.0M |
| Arlington Financial Advisors, LLC | 1.93% | Reduce -3.1% | 131,452 | $8.8M |
| Nicholas Hoffman & Company, LLC. | 0.40% | Add +12.6% | 127,379 | $8.5M |
| Aspire Wealth Management Corp | 4.88% | Add +37.6% | 127,229 | $8.5M |
| Prudential Financial Inc. | 0.01% | Add +0.8% | 126,906 | $8.5M |
| U.S. Capital Wealth Advisors, LLC | 0.32% | Add +1.4% | 123,977 | $8.3M |
| Lakewood Asset Management LLC | 5.65% | Add +18.1% | 120,919 | $8.1M |
| Verum Partners LLC | 2.62% | Reduce -17.4% | 120,792 | $8.1M |
| Bruce G. Allen Investments, LLC | 6.34% | Reduce -2.2% | 112,609 | $7.5M |
| AlTi Global, Inc. | 0.20% | Reduce -3.6% | 111,567 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -20.8% | 111,956 | $7.5M |
| Lowery Thomas, LLC | 5.32% | Add +3.6% | 108,773 | $7.3M |
| Schmidt P J Investment Management Inc. | 1.30% | Add +7.8% | 105,880 | $7.1M |
| MAI Capital Management | 0.07% | Add +14.0% | 104,457 | $7.0M |
| Archford Capital Strategies, LLC | 1.11% | Add +3.4% | 101,975 | $6.8M |
| Access Financial Services, Inc. | 3.09% | Add +4.8% | 101,611 | $6.8M |
| Milestone Investment Advisors LLC | 1.77% | Add +46.0% | 99,324 | $6.7M |
| Foster & Motley Inc. | 0.45% | Add +3.0% | 97,381 | $6.5M |
| Journey Advisory Group, LLC | 0.77% | Reduce -0.3% | 96,641 | $6.5M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -0.4% | 94,579 | $6.3M |
| Ironwood Investment Counsel, LLC | 1.12% | Add +15.8% | 93,291 | $6.2M |
| AA Financial Advisors, LLC | 2.18% | Reduce -1.4% | 92,366 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +12.5% | 91,016 | $6.1M |
| Rollins Financial Advisors, LLC | 1.03% | Add +6.6% | 89,656 | $6.0M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +4.9% | 89,280 | $6.0M |
| Arete Wealth Advisors, LLC | 0.49% | Add +4.7% | 88,560 | $5.9M |
| Leavell Investment Management, Inc. | 0.32% | Add +0.4% | 86,969 | $5.9M |
| Cidel Asset Management Inc. | 0.44% | No change | 84,871 | $5.7M |
| Urban Financial Advisory Corp | 3.42% | Add +213.2% | 83,679 | $5.6M |
| Pacific Wealth Strategies Group, Inc. | 4.48% | Add +2.5% | 80,673 | $5.4M |
| Principal Securities, Inc. | 0.14% | Add +14.0% | 78,140 | $5.2M |
| Capasso Planning Partners LLC | 1.67% | Add +2136.1% | 76,855 | $5.1M |
| FMR LLC | 0.00% | Add +26.1% | 73,514 | $4.9M |
| Red Tortoise LLC | 2.68% | Reduce 0.0% | 73,305 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +11.6% | 73,222 | $4.9M |
| Alhambra Investment Management LLC | 2.62% | Add +212.2% | 71,443 | $4.8M |
| Darrow Company, Inc. | 3.07% | Reduce -0.7% | 70,473 | $4.7M |
| Zimmermann Investment Management & Planning LLC | 1.53% | Reduce -12.3% | 68,441 | $4.6M |
| CVA Family Office, LLC | 0.82% | No change | 68,368 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -5.2% | 68,171 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.22% | Add +6.1% | 66,758 | $4.5M |
| Collective Family Office LLC | 1.30% | Add +6.3% | 66,120 | $4.4M |
| Foguth Wealth Management, LLC. | 1.95% | Add +22.3% | 66,110 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.59% | Reduce -0.6% | 65,671 | $4.4M |
| Guardian Financial Partners, LLC | 2.89% | Add +5.1% | 65,084 | $4.4M |
| Shakespeare Wealth Management, LLC | 1.23% | Reduce -5.6% | 63,570 | $4.3M |
| Synovus Financial Corp. | 0.05% | Add +6.5% | 61,595 | $4.1M |
| R. W. Roge & Company, Inc. | 2.34% | Reduce -2.3% | 61,287 | $4.1M |
| Stage Harbor Financial, LLC | 3.95% | Reduce -1.1% | 61,022 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.27% | Add +30.1% | 60,277 | $4.0M |
| Baker Ellis Asset Management LLC | 0.58% | Add +6.5% | 57,789 | $3.9M |
| Sebold Capital Management, Inc. | 2.62% | Reduce -4.5% | 56,686 | $3.8M |
| Janiczek Wealth Management, LLC | 0.78% | Add +1.1% | 55,605 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +39.7% | 53,601 | $3.6M |
| Trivium Point Advisory, LLC | 0.52% | Add +11.5% | 52,496 | $3.5M |
| AdvisorNet Financial, Inc | 0.32% | Add +2.1% | 52,440 | $3.5M |
| Gotham Asset Management | 0.04% | Add +183.3% | 49,968 | $3.3M |
| Pennsylvania Capital Management Inc. | 1.25% | Add +12.7% | 48,228 | $3.2M |
| Fca Corp. | 1.00% | Add +5.2% | 46,602 | $3.1M |
| Fifth Third Securities, Inc. | 0.28% | Add +78.8% | 45,425 | $3.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.50% | Add +7.4% | 44,795 | $3.0M |
| Focus Financial Network, Inc. | 0.13% | Add +13.1% | 42,809 | $3.0M |
| True North Advisors, LLC | 0.80% | Reduce -2.4% | 44,533 | $3.0M |
| Raymond James & Associates | 0.00% | Add +1.1% | 44,415 | $3.0M |
| Cambridge Advisors Inc. | 0.68% | Add +7.4% | 43,732 | $2.9M |
| Etfidea, LLC | 0.99% | Add +3.2% | 43,546 | $2.9M |
| Roof Eidam Maycock Peralta, LLC | 0.77% | Reduce -1.7% | 42,309 | $2.8M |
| FRG Family Wealth Advisors LLC | 0.54% | Add +7.0% | 42,106 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 40,964 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.0% | 40,700 | $2.7M |
| Tempus Wealth Planning, LLC | 1.12% | Add +1.5% | 40,171 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Add +27.5% | 39,704 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +25.5% | 38,086 | $2.6M |
| Clearview Wealth Advisors LLC | 2.19% | New | 37,496 | $2.5M |
| Lodestar Private Asset Management LLC | 0.35% | Add +4.6% | 37,460 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +20.0% | 37,026 | $2.5M |
| Austin Private Wealth, LLC | 0.26% | Reduce -0.2% | 36,567 | $2.4M |
| Johnson Bixby & Associates, LLC | 0.40% | Add +2.8% | 35,219 | $2.4M |
| Cowa, LLC | 1.26% | Reduce -20.5% | 35,198 | $2.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.3% | 34,701 | $2.3M |
| Whitener Capital Management, Inc. | 0.68% | Add +1.3% | 33,727 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +4.7% | 33,067 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 32,894 | $2.2M |
| Savant Capital, LLC | 0.02% | Add +6.0% | 32,484 | $2.2M |
| Main Street Financial Solutions, LLC | 0.20% | Add +100.7% | 32,003 | $2.1M |
| Prospera Financial Services Inc | 0.06% | Add +4.1% | 31,254 | $2.1M |
| Valeo Financial Advisors, LLC | 0.06% | Add +0.0% | 30,968 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.0% | 30,664 | $2.1M |
| First National Corp. /Ma/ | 0.49% | Add +2.5% | 30,559 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -2.9% | 29,929 | $2.0M |
| Savvy Advisors, Inc. | 0.64% | Add +28.3% | 29,233 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +31.5% | 29,180 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.3% | 28,957 | $2.0M |
| Kings Path Partners LLC | 0.92% | — | 29,119 | $2.0M |
| PFG Advisors | 0.13% | Reduce -2.8% | 28,805 | $1.9M |
| Warner Financial, Inc. | 0.89% | Add +17.3% | 27,337 | $1.8M |
| Ieq Capital, LLC | 0.02% | Add +131.7% | 26,987 | $1.8M |
| Valley National Advisers Inc. | 0.27% | Reduce -2.8% | 26,948 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +9.1% | 26,169 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -3.8% | 25,036 | $1.7M |
| Quadrant Capital Group LLC | 0.12% | Add +6.6% | 24,856 | $1.7M |
| Schrum Private Wealth Management LLC | 1.46% | No change | 24,220 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +4.1% | 24,132 | $1.6M |
| Yoder Wealth Management, Inc. | 1.04% | Reduce -1.2% | 23,979 | $1.6M |
| World Equity Group, Inc. | 0.47% | Reduce -44.0% | 23,418 | $1.6M |
| SpiderRock Advisors, LLC | 0.04% | Reduce -0.1% | 23,228 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Add +8.1% | 23,207 | $1.6M |
| Spire Wealth Management | 0.05% | Add +0.2% | 23,088 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.3% | 23,043 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +83.5% | 22,892 | $1.5M |
| LBMC Investment Advisors, LLC | 0.13% | No change | 22,873 | $1.5M |
| Harbor Group, Inc. | 0.38% | Reduce -1.5% | 22,431 | $1.5M |
| Madison Asset Management, LLC | 0.02% | No change | 21,760 | $1.5M |
| Waverly Advisors, LLC | 0.03% | New | 21,682 | $1.5M |
| Angeles Wealth Management, LLC | 0.13% | Add +7.8% | 20,716 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +6.6% | 20,581 | $1.4M |
| Arcadia Investment Advisors LLC | 0.77% | Reduce -6.6% | 20,305 | $1.4M |
| Asset Planning Corporation | 1.02% | Reduce -16.4% | 20,285 | $1.4M |
| Boston Financial Mangement LLC | 0.04% | Reduce -0.1% | 20,121 | $1.3M |
| Clear Point Advisors Inc. | 1.10% | Add +1.0% | 19,976 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.2% | 19,967 | $1.3M |
| Harbour Investment Management LLC | 0.62% | No change | 19,797 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +2.8% | 19,625 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -2.9% | 19,501 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.48% | Add +4.2% | 19,484 | $1.3M |
| Berger Financial Group, Inc | 0.10% | Reduce -24.0% | 19,224 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +5.5% | 18,984 | $1.3M |
| Addison Advisors LLC | 0.41% | Reduce -1.2% | 18,885 | $1.3M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -1.1% | 17,832 | $1.2M |
| WealthCare Investment Partners, LLC | 0.57% | Add +38.5% | 18,325 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Add +24.7% | 18,096 | $1.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.16% | Add +0.6% | 17,929 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +22.3% | 17,267 | $1.2M |
| Citadel Advisors | 0.00% | Add +32.7% | 17,171 | $1.2M |
| Wade Financial Advisory, Inc | 0.41% | Reduce -1.4% | 17,088 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | No change | 16,709 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +6.2% | 16,019 | $1.1M |
| &partners | 0.05% | New | 16,423 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -13.0% | 16,163 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.91% | Add +7.3% | 16,124 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +7.1% | 15,371 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +2.8% | 15,315 | $1.0M |
| Harbour Investments, Inc. | 0.03% | No change | 15,259 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -24.8% | 14,833 | $996K |
| Consolidated Portfolio Review Corp | 0.23% | New | 14,770 | $989K |
| Avestar Capital, LLC | 0.11% | No change | 14,511 | $972K |
| Legacy Financial Strategies, LLC | 0.22% | New | 13,715 | $921K |
| Private Capital Management LLC | 0.18% | Reduce -4.5% | 13,644 | $914K |
| Renaissance Technologies | 0.00% | Reduce -77.7% | 13,300 | $891K |
| Sheets Smith Wealth Management | 0.11% | Add +7.5% | 13,225 | $886K |
| Bank of Montreal | 0.00% | Add +6.0% | 13,097 | $882K |
| Jane Street Group, LLC | 0.00% | New | 13,057 | $875K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.4% | 13,054 | $874K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -8.4% | 13,054 | $874K |
| Susquehanna International Group, LLP | 0.00% | New | 13,031 | $873K |
| Apella Capital, LLC | 0.04% | Add +46.3% | 12,352 | $832K |
| Sage Financial Group Inc. | 0.07% | Add +8.0% | 12,294 | $823K |
| Wedmont Private Capital | 0.05% | No change | 11,857 | $814K |
| VitalStone Financial, LLC | 0.58% | Reduce -5.5% | 12,013 | $805K |
| Manning & Napier Advisors LLC | 0.01% | — | 12,000 | $804K |
| Townsend Asset Management Corp. /NC/ | 0.31% | No change | 11,896 | $797K |
| Clarity Capital Advisors, LLC | 0.60% | No change | 11,611 | $778K |
| Asset Allocation Strategies LLC | 0.26% | New | 11,495 | $770K |
| Chilton Capital Management LLC | 0.03% | Reduce -7.7% | 11,099 | $743K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,012 | $738K |
| Evergreen Capital Management LLC | 0.03% | No change | 10,741 | $723K |
| Larson Financial Group LLC | 0.05% | Add +139.6% | 10,694 | $716K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.8% | 10,645 | $713K |
| Power Wealth Management LLC | 0.34% | New | 10,630 | $712K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 10,611 | $711K |
| Alpha Omega Wealth Management LLC | 0.14% | Add +2.8% | 10,591 | $709K |
| Sovereign Financial Group, Inc. | 0.17% | Add +21.9% | 10,447 | $700K |
| Mezzasalma Advisors, LLC | 0.30% | New | 10,431 | $699K |
| Channel Wealth LLC | 0.25% | Add +3.1% | 10,310 | $691K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -13.6% | 10,147 | $680K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.7% | 10,136 | $679K |
| IFP Advisors, Inc | 0.03% | Add +52.6% | 10,100 | $676K |
| Dechtman Wealth Management, LLC | 0.15% | No change | 10,049 | $673K |
| Pillar Wealth Advisors, LLC | 0.77% | Reduce -45.0% | 9,534 | $639K |
| Archvest Wealth Advisors, Inc. | 0.42% | Add +7.8% | 9,465 | $632K |
| Carnegie Investment Counsel | 0.02% | Add +62.4% | 9,410 | $630K |
| HRC Wealth Management, LLC | 0.43% | Add +7.3% | 9,310 | $624K |
| SOL Capital Management CO | 0.07% | Reduce -3.2% | 9,200 | $616K |
| Cedar Wealth Management, LLC | 0.20% | No change | 9,191 | $616K |
| HB Wealth Management, LLC | 0.01% | Add +13.1% | 9,132 | $612K |
| Wealthspire Retirement, LLC | 0.05% | Add +14.2% | 9,098 | $609K |
| Evanson Asset Management, LLC | 0.04% | No change | 8,815 | $590K |
| Kuhn & Co Investment Counsel | 0.53% | No change | 8,802 | $590K |
| Freestone Capital Holdings, LLC | 0.02% | Add +8.1% | 8,645 | $579K |
| Johnson Investment Counsel Inc. | 0.01% | Add +5.7% | 8,520 | $571K |
| Builder Investment Group Inc. | 0.16% | Reduce -2.0% | 8,496 | $569K |
| Appleton Partners Inc. | 0.04% | Reduce -45.2% | 8,462 | $567K |
| Sand Hill Global Advisors, LLC | 0.03% | New | 8,456 | $566K |
| Capital Advisors Inc. | 0.01% | Reduce -10.8% | 8,439 | $565K |
| Curtis Advisory Group, LLC | 0.20% | Reduce -3.6% | 8,305 | $556K |
| Francis Financial, Inc. | 0.17% | New | 8,183 | $548K |
| Studio Investment Management LLC | 0.12% | Reduce -2.3% | 8,080 | $546K |
| Wellspring Financial Advisors, LLC | 0.06% | No change | 8,069 | $540K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 8,061 | $540K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 7,979 | $534K |
| Jacobi Capital Management LLC | 0.05% | New | 7,885 | $528K |
| Debussy Capital Management LP | 0.15% | Reduce -3.1% | 7,860 | $526K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +35.0% | 7,782 | $521K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.7% | 7,759 | $520K |
| Cwm, LLC | 0.00% | Add +33.6% | 7,665 | $513K |
| Capital Analysts, LLC | 0.02% | Add +1433.3% | 7,636 | $511K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Add +57.6% | 7,614 | $510K |
| Blair William & Co. | 0.00% | Add +15.8% | 7,604 | $509K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.8% | 7,553 | $506K |
| Empower Advisory Group, LLC | 0.00% | Add +87.4% | 7,473 | $501K |
| Stifel Financial Corp. | 0.00% | Add +35.0% | 7,435 | $498K |
| Regal Investment Advisors LLC | 0.03% | Add +0.6% | 7,400 | $496K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.3% | 7,345 | $492K |
| Sonora Investment Management Group, LLC | 0.04% | No change | 7,216 | $486K |
| Creative Financial Designs Inc. | 0.04% | Add +3.4% | 7,234 | $485K |
| Next Capital Management LLC | 0.20% | Add +63.2% | 7,196 | $482K |
| Carolinas Wealth Consulting LLC | 0.09% | No change | 7,115 | $479K |
| Parallel Advisors, LLC | 0.01% | No change | 7,106 | $476K |
| WESPAC Advisors, LLC | 0.37% | Reduce -18.1% | 7,016 | $470K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -2.1% | 6,944 | $465K |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.5% | 6,746 | $452K |
| Continuum Advisory, LLC | 0.06% | Reduce -8.8% | 6,712 | $450K |
| Howe & Rusling Inc. | 0.04% | Reduce -16.6% | 6,700 | $449K |
| Brookstone Capital Management | 0.01% | Add +3.5% | 6,417 | $447K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +0.5% | 6,674 | $447K |
| HUB Investment Partners, LLC | 0.02% | Add +3.9% | 6,623 | $444K |
| Lantern Wealth Advisors, LLC | 0.32% | Add +0.7% | 6,513 | $436K |
| Welch Group, LLC | 0.02% | No change | 6,512 | $436K |
| Noesis Capital Mangement Corp. | 0.10% | New | 6,480 | $434K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 6,473 | $434K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 6,478 | $434K |
| Beacon Financial Planning, Inc. | 0.29% | New | 6,399 | $429K |
| Lafayette Investments, Inc. | 0.10% | Add +8.0% | 6,290 | $421K |
| Embree Financial Group | 0.08% | Reduce -16.6% | 6,250 | $419K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -27.2% | 5,998 | $404K |
| Northern Trust Corp. | 0.00% | Reduce -62.3% | 6,001 | $402K |
| Tobias Financial Advisors, Inc. | 0.09% | No change | 5,970 | $400K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -4.9% | 5,810 | $389K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.5% | 5,762 | $386K |
| Mather Group, Llc. | 0.00% | Add +6.7% | 5,666 | $382K |
| Patten & Patten Inc. | 0.03% | No change | 5,606 | $375K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,572 | $373K |
| Morris Financial Concepts, Inc. | 0.18% | Reduce -2.5% | 5,494 | $368K |
| Raymond James Trust N.A. | 0.01% | No change | 5,469 | $366K |
| Jones Financial Companies LLLP | 0.00% | Add +760.3% | 5,351 | $358K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +56.0% | 5,348 | $358K |
| Mengis Capital Management, Inc. | 0.07% | Reduce -3.5% | 5,344 | $358K |
| Betterment LLC | 0.00% | Reduce -31.7% | 5,287 | $354K |
| FineMark National Bank & Trust | 0.01% | New | 5,274 | $353K |
| Members Trust Co | 0.01% | No change | 5,251 | $352K |
| Farther Finance Advisors, LLC | 0.02% | Add +336.8% | 5,185 | $346K |
| Worth Financial Advisory Group, LLC | 0.23% | Add +45.4% | 5,163 | $346K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 5,131 | $344K |
| Adero Partners, LLC | 0.02% | New | 5,106 | $342K |
| Kowal Investment Group, LLC | 0.07% | Add +8.2% | 5,087 | $341K |
| Ackerman Capital Advisors, LLC | 0.09% | No change | 5,009 | $336K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.8% | 4,925 | $330K |
| Foster Group, Inc. | 0.01% | New | 4,914 | $329K |
| Maia Wealth LLC | 0.10% | — | 4,749 | $327K |
| Empirical Asset Management, LLC | 0.12% | Reduce -6.8% | 4,874 | $326K |
| Atria Investments, Inc | 0.00% | New | 4,865 | $326K |
| Meeder Advisory Services, Inc. | 0.02% | New | 4,851 | $325K |
| Modera Wealth Management, LLC | 0.00% | Reduce -15.9% | 4,734 | $317K |
| IFG Advisory, LLC | 0.02% | New | 4,723 | $316K |
| Burford Brothers, Inc. | 0.18% | No change | 4,677 | $313K |
| Abound Wealth Management | 0.11% | Reduce -1.9% | 4,604 | $308K |
| Qube Research & Technologies Ltd | 0.00% | Add +61.3% | 4,602 | $308K |
| CapWealth Advisors, LLC | 0.04% | No change | 4,597 | $308K |
| Paragon Capital Management Ltd | 0.06% | Reduce -48.4% | 4,575 | $306K |
| Councilor Wealth, LLC | 0.16% | New | 4,569 | $306K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | No change | 4,551 | $304K |
| Lester Murray Antman dba SimplyRich | 0.10% | No change | 4,520 | $302K |
| Independent Financial Group, LLC | 0.01% | Add +12.8% | 4,501 | $302K |
| Aufman Associates Inc | 0.21% | Reduce -6.2% | 4,500 | $301K |
| Facet Wealth, Inc. | 0.01% | Reduce -6.2% | 4,324 | $299K |
| Marino, Stram & Associates LLC | 0.07% | No change | 4,447 | $298K |
| Goodman Financial Corp | 0.07% | Reduce -17.8% | 4,407 | $295K |
| Roger Wittlin Investment Advisory, LLC | 0.19% | New | 4,400 | $295K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,400 | $295K |
| Advisors Capital Management, LLC | 0.01% | New | 4,329 | $290K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 4,324 | $290K |
| US Bancorp \de | 0.00% | Add +39.5% | 4,318 | $289K |
| Transform Wealth, LLC | 0.02% | New | 4,211 | $283K |
| Silver Oak Securities, Incorporated | 0.04% | Add +13.3% | 4,215 | $282K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.5% | 4,208 | $282K |
| Birchcreek Wealth Management, LLC | 0.16% | Reduce -66.8% | 4,207 | $282K |
| Regions Financial Corp. | 0.00% | New | 4,206 | $282K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 4,108 | $275K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,081 | $273K |
| Index Fund Advisors, Inc. | 0.02% | No change | 4,063 | $272K |
| Sugarloaf Wealth Management, LLC | 0.05% | No change | 4,019 | $269K |
| Anson Capital, Inc. | 0.26% | No change | 4,008 | $268K |
| Townsquare Capital LLC | 0.00% | Reduce -10.5% | 4,005 | $268K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,974 | $266K |
| MCF Advisors LLC | 0.02% | Add +4.8% | 3,903 | $261K |
| Westover Capital Advisors, LLC | 0.07% | Add +3.9% | 3,850 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,826 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -72.0% | 3,806 | $256K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 3,806 | $255K |
| Choreo, LLC | 0.00% | Reduce -5.5% | 3,813 | $255K |
| Advisor OS, LLC | 0.03% | Reduce -6.6% | 3,797 | $254K |
| Citizens Financial Group Inc. | 0.01% | New | 3,740 | $252K |
| Stone Summit Wealth LLC | 0.09% | No change | 3,755 | $252K |
| Creekside Partners | 0.14% | — | 3,734 | $250K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -3.9% | 3,643 | $244K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +3.7% | 3,617 | $242K |
| Trinity Legacy Partners, LLC | 0.07% | New | 3,614 | $242K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 3,542 | $237K |
| SC&H Financial Advisors, Inc. | 0.06% | No change | 3,533 | $237K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 3,530 | $236K |
| SignalPoint Asset Management, LLC | 0.06% | Add +2.2% | 3,526 | $236K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 3,459 | $232K |
| Boyce & Associates Wealth Consulting, Inc. | 0.27% | Reduce -2.4% | 3,454 | $231K |
| Founders Financial Securities LLC | 0.02% | New | 3,410 | $228K |
| Sinecera Capital, LLC | 0.31% | No change | 3,384 | $228K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -50.9% | 3,376 | $226K |
| Castle Wealth Management LLC | 0.11% | Reduce -4.5% | 3,320 | $223K |
| Highline Wealth Partners LLC | 0.08% | Add +235.5% | 3,325 | $223K |
| SouthState Bank Corp | 0.02% | Reduce -2.2% | 3,321 | $222K |
| Advocate Group LLC | 0.04% | New | 3,304 | $221K |
| Elevate Wealth Advisory, Inc. | 0.18% | No change | 3,280 | $221K |
| Parthenon LLC | 0.03% | New | 3,254 | $218K |
| Coastwise Capital Group, LLC | 0.21% | No change | 3,222 | $216K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,194 | $215K |
| Smithfield Trust Co | 0.01% | No change | 3,180 | $213K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 3,164 | $212K |
| Sabal Trust CO | 0.01% | Reduce -64.7% | 3,099 | $208K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -8.4% | 3,094 | $207K |
| E&G Advisors, LLC | 0.06% | New | 3,042 | $204K |
| Catalyst Financial Partners LLC | 0.04% | New | 2,998 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,891 | $194K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +4.8% | 2,812 | $188K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -4.1% | 2,562 | $172K |
| Rothschild Investment LLC | 0.01% | No change | 2,528 | $169K |
| Cardinal Strategic Wealth Guidance | 0.06% | New | 2,451 | $164K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 2,350 | $161K |
| NorthRock Partners, LLC | 0.01% | Add +3937.3% | 2,382 | $160K |
| Caitlin John, LLC | 0.10% | No change | 1,987 | $133K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +13.1% | 1,984 | $133K |
| Front Row Advisors LLC | 0.04% | No change | 1,889 | $127K |
| Sandy Spring Bank | 0.01% | Add +4.5% | 1,893 | $127K |
| Breakwater Investment Management | 0.05% | No change | 1,796 | $120K |
| Godsey & Gibb, Inc. | 0.01% | No change | 1,791 | $120K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,775 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | Add +230.0% | 1,696 | $114K |
| International Assets Investment Management, LLC | 0.01% | New | 1,663 | $111K |
| First Pacific Financial | 0.03% | Reduce -11.0% | 1,652 | $111K |
| Citigroup Inc. | 0.00% | Reduce -0.4% | 1,619 | $108K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,531 | $103K |
| McIlrath & Eck, LLC | 0.02% | Add +112.4% | 1,523 | $102K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 1,454 | $98K |
| Clearstead Advisors, LLC | 0.00% | Add +7.9% | 1,453 | $97K |
| Crewe Advisors LLC | 0.01% | No change | 1,420 | $95K |
| Comerica Bank | 0.00% | Add +73.8% | 1,390 | $93K |
| Financial Gravity Asset Management, Inc. | 0.02% | New | 70 | $87K |
| Arlington Trust Co LLC | 0.02% | No change | 1,295 | $87K |
| SJS Investment Consulting Inc. | 0.02% | Add +5.9% | 1,283 | $86K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 1,214 | $81K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,120 | $75K |
| CGC Financial Services, LLC | 0.03% | Reduce -18.6% | 1,073 | $72K |
| Asset Dedication, LLC | 0.00% | Reduce -11.5% | 1,013 | $68K |
| Aspect Partners, LLC | 0.04% | No change | 1,002 | $67K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -42.3% | 969 | $65K |
| SYM FINANCIAL Corp | 0.01% | New | 963 | $65K |
| BlackRock Inc. | 0.00% | Reduce -1.0% | 907 | $61K |
| JNBA Financial Advisors | 0.01% | No change | 794 | $53K |
| Tsfg, LLC | 0.01% | No change | 713 | $48K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 709 | $47K |
| Triad Wealth Partners, LLC | 0.02% | New | 613 | $41K |
| Avior Wealth Management, LLC | 0.00% | Reduce -80.1% | 600 | $40K |
| Tidemark, LLC | 0.02% | No change | 591 | $40K |
| Global Wealth Strategies & Associates | 0.01% | No change | 575 | $39K |
| Pacifica Partners Inc. | 0.02% | Reduce -46.9% | 567 | $38K |
| American Capital Advisory, LLC | 0.03% | Add +1.6% | 584 | $36K |
| Gradient Investments LLC | 0.00% | Reduce -51.8% | 502 | $34K |
| SWS Partners | 0.01% | New | 486 | $33K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -95.8% | 462 | $31K |
| Dagco, Inc. | 0.01% | No change | 447 | $30K |
| WealthShield Partners, LLC | 0.00% | No change | 441 | $30K |
| Dogwood Wealth Management LLC | 0.02% | New | 438 | $29K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -6.8% | 412 | $28K |
| IAG Wealth Partners, LLC | 0.01% | No change | 394 | $26K |
| Adirondack Trust Co. | 0.01% | No change | 385 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.9% | 364 | $24K |
| Assetmark, Inc. | 0.00% | Add +130.9% | 351 | $24K |
| Investors Research Corp | 0.01% | No change | 339 | $23K |
| ORG Partners LLC | 0.00% | New | 337 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | — | 336 | $23K |
| Russell Investments Group, Ltd. | 0.00% | New | 318 | $21K |
| Great Lakes Retirement, Inc. | 0.00% | New | 306 | $21K |
| Fortitude Family Office, LLC | 0.01% | No change | 283 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 276 | $19K |
| Balefire, LLC | 0.01% | New | 276 | $18K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 265 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 263 | $18K |
| Key Financial Inc | 0.00% | No change | 250 | $17K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -37.0% | 242 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +0.4% | 233 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 215 | $14K |
| Sound Income Strategies, LLC | 0.00% | Reduce -69.9% | 196 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 184 | $12K |
| Wagner Wealth Management, LLC | 0.00% | Add +11.2% | 169 | $11K |
| Rice Partnership, LLC | 0.00% | Reduce -45.3% | 169 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 166 | $11K |
| Bfsg, LLC | 0.00% | Reduce -25.1% | 164 | $11K |
| Beacon Capital Management, LLC | 0.00% | New | 163 | $11K |
| New Millennium Group LLC | 0.01% | New | 158 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 158 | $11K |
| Archer Investment Corp | 0.00% | Reduce -71.1% | 155 | $10K |
| WASHINGTON TRUST Co | 0.00% | Reduce -67.7% | 136 | $9K |
| Element Wealth, LLC | 0.00% | No change | 129 | $9K |
| Painted Porch Advisors LLC | 0.00% | New | 127 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 125 | $8K |
| Ransom Advisory, Ltd | 0.00% | No change | 124 | $8K |
| CENTRAL TRUST Co | 0.00% | New | 117 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 116 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 106 | $7K |
| LGT Financial Advisors LLC | 0.01% | Reduce -62.8% | 106 | $7K |
| Wiser Advisor Group LLC | 0.01% | No change | 104 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 100 | $7K |
| EnRich Financial Partners LLC | 0.00% | New | 102 | $7K |
| Hexagon Capital Partners LLC | 0.00% | New | 97 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 95 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 92 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 90 | $6K |
| Evolution Advisers, Inc. | 0.00% | New | 101 | $6K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -79.2% | 85 | $6K |
| Ancora Advisors LLC | 0.00% | New | 84 | $6K |
| Arvest Investments, Inc. | 0.00% | No change | 81 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 69 | $5K |
| PSI Advisors, LLC | 0.00% | New | 64 | $4K |
| Kozak & Associates, Inc. | 0.00% | Add +1.6% | 64 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 63 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 63 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 72 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 57 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 57 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 55 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 55 | $4K |
| Colonial Trust Co / SC | 0.00% | Add +58.8% | 54 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 54 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 46 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 38 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +93.8% | 31 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 31 | $2K |
| Avion Wealth | 0.00% | No change | 39 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 95,524 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 16 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 11 | $764 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 9 | $603 |
| Family Firm, Inc. | 0.00% | New | 3 | $201 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -92.5% | 66 | $58 |
"% of holder's portfolio" is FNDX's weight in each manager's 13F, not the share of Schwab Fndmntl US LRG Co. ETF the manager owns.