Schwab Fndmntl US LRG Co. ETFFNDXETF
13F holders, Q2 2025 (June 30)665holders +28
63new positions
42sold out
6famous investors
$24.56avg. 13F price*
At the end of Q2 2025, 665 institutions reported holding Schwab Fndmntl US LRG Co. ETF (FNDX) in their 13F filings, up 28 from Q1 2025. 63 opened new positions and 42 sold out. The largest holders were Charles Schwab Investment Management Inc. ($9.9B), Captrust Financial Advisors ($400.1M) and Boulay Financial Advisors, LLC ($209.3M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $63.1M |
| Exits | 42 | $55.7M |
All 13F filers, Q1 2025 → Q2 2025: 36,868,782 shares bought and 7,852,626 shares sold, net +29,016,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 665 holders
| Charles Schwab Investment Management Inc. | 1.71% | Add +3.3% | 402,245,815 | $9.9B |
| Captrust Financial Advisors | 0.89% | Add +5.0% | 16,304,295 | $400.1M |
| Boulay Financial Advisors, LLC | 31.57% | Add +36.0% | 8,529,264 | $209.3M |
| McAdam, LLC | 11.11% | Add +2.3% | 8,268,173 | $202.9M |
| Ameriprise Financial Inc. | 0.05% | Add +4.5% | 8,113,872 | $199.2M |
| Signature Estate & Investment Advisors LLC | 4.43% | Add +5.5% | 7,821,721 | $191.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +67.9% | 6,394,055 | $156.9M |
| Steele Capital Management, Inc. | 7.14% | Add +0.1% | 6,060,172 | $148.7M |
| Northwest Bancshares, Inc. | 24.99% | Reduce -0.0% | 5,841,416 | $143.3M |
| Morgan Stanley | 0.01% | Add +3.7% | 4,723,317 | $115.9M |
| Glassman Wealth Services | 17.37% | Add +1.6% | 4,621,221 | $113.4M |
| LPL Financial LLC | 0.03% | Add +37.6% | 3,548,069 | $87.1M |
| BlueStem Wealth Partners, LLC | 10.53% | Add +120.6% | 3,490,978 | $85.7M |
| Cetera Investment Advisers | 0.14% | Add +21.2% | 3,435,332 | $84.3M |
| AlphaCore Capital LLC | 3.17% | Add +24845.4% | 3,396,569 | $83.4M |
| Quadrant Capital Group LLC | 2.78% | Reduce -28.3% | 3,146,237 | $77.2M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 2,954,362 | $72.5M |
| Clark Capital Management Group, Inc. | 0.50% | Add +127.3% | 2,953,178 | $72.5M |
| Charles Schwab Trust Co | 5.28% | Add +3.3% | 2,866,593 | $70.3M |
| Gemmer Asset Management LLC | 5.70% | Add +2.9% | 2,619,006 | $64.3M |
| UBS Group AG | 0.01% | Add +7.8% | 2,592,613 | $63.6M |
| Lee Financial Co | 8.48% | Reduce -3.3% | 2,409,524 | $59.1M |
| Kelman-Lazarov, Inc. | 9.28% | Add +2.4% | 2,334,201 | $57.3M |
| Reston Wealth Management LLC | 19.69% | Add +5.2% | 2,289,684 | $56.2M |
| Bell Investment Advisors, Inc | 8.99% | Reduce -0.5% | 2,130,599 | $52.3M |
| Private Advisor Group, LLC | 0.27% | Reduce -1.1% | 2,052,034 | $50.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +8.6% | 2,049,148 | $50.3M |
| Ashford Advisors, LLC | 11.27% | Reduce -1.2% | 1,981,772 | $48.6M |
| Osaic Holdings, Inc. | 0.08% | Reduce -20.5% | 1,867,518 | $45.8M |
| Koesten, Hirschmann & Crabtree, INC. | 23.50% | Add +2.6% | 1,850,958 | $45.4M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -1.1% | 1,696,823 | $41.6M |
| HighTower Advisors, LLC | 0.05% | Add +6.6% | 1,690,904 | $41.5M |
| Prairiewood Capital, LLC | 14.35% | Add +9.3% | 1,575,697 | $38.7M |
| Cornerstone Planning Group LLC | 7.79% | Add +8.1% | 1,550,283 | $38.2M |
| Kavar Capital Partners Group, LLC | 5.18% | Add +1.3% | 1,469,002 | $36.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.11% | Add +1.6% | 1,450,178 | $35.6M |
| Focus Partners Wealth | 0.08% | Reduce -0.6% | 1,419,698 | $34.8M |
| Creative Planning | 0.03% | Reduce -4.6% | 1,353,683 | $33.2M |
| Resonant Capital Advisors, LLC | 2.07% | Add +4.8% | 1,321,791 | $32.4M |
| Fortis Capital Advisors, LLC | 5.45% | Reduce -2.2% | 1,241,457 | $30.5M |
| Belpointe Asset Management LLC | 1.27% | Reduce -2.2% | 1,241,457 | $30.5M |
| PTM Wealth Management, LLC | 20.09% | Add +4.5% | 1,213,562 | $30.4M |
| Tanglewood Wealth Management, Inc. | 2.97% | Reduce -0.6% | 1,226,154 | $30.1M |
| Mariner, LLC | 0.04% | Add +5.7% | 1,107,390 | $27.2M |
| Planned Solutions, Inc. | 10.01% | Reduce -0.5% | 1,061,948 | $26.1M |
| Oxford Financial Group, LTD. LLC | 1.54% | Reduce -3.9% | 1,059,490 | $26.0M |
| Haverford Trust Co | 0.23% | Reduce -0.3% | 982,252 | $24.1M |
| Great Valley Advisor Group, Inc. | 0.53% | Add +36.1% | 967,375 | $23.7M |
| Solitude Financial Services | 8.52% | Add +5.3% | 958,783 | $23.5M |
| Allen Wealth Management, LLC | 16.40% | Reduce -0.8% | 955,540 | $23.4M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Reduce -1.8% | 941,707 | $23.1M |
| Corient Private Wealth LP | 0.03% | Reduce -3.2% | 909,850 | $22.3M |
| Moller Wealth Partners | 4.74% | Add +7.7% | 873,902 | $21.4M |
| Financial Strategies Group, Inc. | 4.46% | Add +3.7% | 858,364 | $21.4M |
| CPC Advisors, LLC | 2.55% | Reduce -3.8% | 826,453 | $20.3M |
| Certified Advisory Corp | 2.02% | Add +6.4% | 793,306 | $19.5M |
| Washington Trust Advisors, Inc. | 1.55% | Reduce -0.4% | 779,628 | $19.1M |
| Firestone Capital Management | 4.41% | Reduce -0.6% | 763,834 | $18.7M |
| TruNorth Capital Management, LLC | 4.16% | Add +6.0% | 762,115 | $18.7M |
| Your Advocates Ltd., LLP | 6.70% | Add +1.3% | 759,395 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.1% | 751,724 | $18.4M |
| Elevation Wealth Partners, LLC | 7.09% | Add +0.4% | 731,430 | $17.9M |
| Principal Securities, Inc. | 0.32% | Add +137.8% | 691,363 | $17.0M |
| Pasadena Private Wealth, LLC | 2.81% | Add +10.8% | 669,199 | $16.4M |
| Cahill Financial Advisors Inc. | 2.01% | Reduce -0.1% | 658,466 | $16.2M |
| Cabot Wealth Management Inc. | 1.92% | Add +1.3% | 656,846 | $16.1M |
| Burt Wealth Advisors | 3.68% | Add +2.4% | 655,010 | $16.1M |
| Strata Wealth Advisors, LLC | 4.39% | Add +9.1% | 649,671 | $15.9M |
| U.S. Capital Wealth Advisors, LLC | 0.46% | Add +29.3% | 638,802 | $15.7M |
| Sellwood Investment Partners LLC | 7.23% | Reduce -2.0% | 616,553 | $15.1M |
| Envision Financial LLC | 9.73% | Add +0.7% | 594,851 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -12.4% | 593,818 | $14.6M |
| Urban Financial Advisory Corp | 7.31% | Add +16.1% | 592,575 | $14.5M |
| White Pine Investment CO | 3.60% | Reduce -0.9% | 587,595 | $14.4M |
| Eagle Strategies LLC | 2.19% | Add +8.1% | 584,927 | $14.4M |
| EP Wealth Advisors, LLC | 0.09% | Add +664.5% | 574,387 | $14.1M |
| Tradition Wealth Management, LLC | 1.11% | Add +0.5% | 564,097 | $13.8M |
| Cerity Partners LLC | 0.02% | Reduce -5.7% | 558,014 | $13.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 550,528 | $13.5M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -0.4% | 544,849 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.4% | 501,777 | $12.6M |
| Wealth Forward, LLC | 8.09% | Reduce -0.9% | 490,770 | $12.0M |
| Northland Capital Management LLC | 7.35% | Add +8.3% | 486,793 | $11.9M |
| Opes Wealth Management LLC | 2.09% | Reduce -0.1% | 480,087 | $11.8M |
| American Trust | 1.11% | New | 479,917 | $11.8M |
| Asset Allocation Strategies LLC | 2.59% | Add +12.1% | 476,707 | $11.7M |
| CW Advisors, LLC | 0.11% | Reduce -2.2% | 470,486 | $11.5M |
| Access Financial Services, Inc. | 4.34% | Reduce -2.4% | 467,924 | $11.5M |
| Gotham Asset Management | 0.07% | Add +30.0% | 455,788 | $11.2M |
| Ironwood Investment Counsel, LLC | 1.72% | Add +20.3% | 453,479 | $11.1M |
| Arete Wealth Advisors, LLC | 0.78% | Reduce -5.5% | 446,865 | $11.0M |
| Sterling Financial Planning, Inc. | 3.56% | Add +6.3% | 434,117 | $10.7M |
| Cedar Point Capital Partners, LLC | 7.23% | Reduce -5.2% | 417,958 | $10.3M |
| Cobblestone Capital Advisors LLC | 0.52% | Reduce -2.9% | 417,042 | $10.2M |
| Nicholson Meyer Capital Management, Inc. | 8.64% | Add +4.5% | 415,763 | $10.2M |
| FMR LLC | 0.00% | Add +14.4% | 414,454 | $10.2M |
| Pallas Capital Advisors LLC | 0.38% | Add +0.0% | 409,622 | $10.1M |
| Alhambra Investment Management LLC | 4.96% | Add +4.1% | 407,740 | $10.0M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +41.2% | 407,571 | $10.0M |
| Soundwatch Capital LLC | 1.70% | New | 19,076 | $10.0M |
| Nicholas Hoffman & Company, LLC. | 0.26% | Add +2.0% | 403,514 | $9.9M |
| MML Investors Services, LLC | 0.03% | Add +16.1% | 402,617 | $9.9M |
| MAI Capital Management | 0.07% | Add +1.8% | 386,071 | $9.5M |
| Legend Financial Advisors, Inc. | 6.24% | Reduce -0.9% | 382,532 | $9.4M |
| Quadcap Wealth Management, LLC | 1.18% | Add +2.9% | 378,479 | $9.3M |
| Arlington Financial Advisors, LLC | 1.52% | Reduce -1.6% | 377,760 | $9.3M |
| Merit Financial Group, LLC | 0.10% | Reduce -40.3% | 373,221 | $9.2M |
| DAVENPORT & Co LLC | 0.05% | New | 373,027 | $9.2M |
| Highline Wealth Partners LLC | 2.64% | Add +19.5% | 363,166 | $8.9M |
| Pennsylvania Capital Management Inc. | 2.81% | Reduce -1.5% | 356,328 | $8.7M |
| Bruce G. Allen Investments, LLC | 6.54% | Reduce -1.3% | 351,704 | $8.6M |
| Lowery Thomas, LLC | 5.52% | Reduce -3.4% | 351,269 | $8.6M |
| Park Avenue Securities LLC | 0.08% | Add +198.2% | 351,256 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Add +1346092.3% | 350,010 | $8.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -52.3% | 343,549 | $8.4M |
| Lakewood Asset Management LLC | 5.50% | Add +4.3% | 335,309 | $8.2M |
| AlTi Global, Inc. | 0.20% | Add +0.1% | 332,250 | $8.2M |
| Milestone Investment Advisors LLC | 2.13% | Add +0.8% | 332,021 | $8.1M |
| RHS Financial, LLC | 4.57% | Reduce -4.7% | 327,963 | $8.0M |
| Jones Financial Companies LLLP | 0.01% | Add +22.2% | 316,117 | $7.7M |
| Wilmington Savings Fund Society, FSB | 0.13% | No change | 297,986 | $7.3M |
| Guardian Financial Partners, LLC | 3.21% | Add +12.0% | 291,211 | $7.1M |
| Kingsview Wealth Management, LLC | 0.12% | Add +0.3% | 289,320 | $7.1M |
| Leavell Investment Management, Inc. | 0.32% | Add +1.2% | 288,425 | $7.1M |
| Rollins Financial Advisors, LLC | 1.11% | Reduce -10.9% | 283,545 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.5% | 281,108 | $6.9M |
| Collective Family Office LLC | 1.72% | Add +23.1% | 273,214 | $6.7M |
| Schmidt P J Investment Management Inc. | 1.13% | Reduce -18.5% | 267,366 | $6.6M |
| Foster & Motley Inc. | 0.38% | Add +0.6% | 265,907 | $6.5M |
| Integrity Alliance, Llc. | 0.35% | Add +0.2% | 263,975 | $6.5M |
| Journey Advisory Group, LLC | 0.50% | Reduce -3.4% | 261,186 | $6.4M |
| Darrow Company, Inc. | 3.17% | Add +2.6% | 255,428 | $6.3M |
| Verum Partners LLC | 1.44% | Reduce -6.6% | 253,826 | $6.2M |
| Red Tortoise LLC | 2.96% | Add +3.2% | 247,442 | $6.1M |
| Archford Capital Strategies, LLC | 0.78% | Add +43.8% | 247,027 | $6.1M |
| Cidel Asset Management Inc. | 0.34% | Reduce -12.7% | 230,749 | $5.7M |
| Magnolia Private Wealth, LLC | 4.25% | Reduce -13.2% | 223,627 | $5.5M |
| Avant Capital LLC | 4.21% | Add +0.9% | 221,351 | $5.4M |
| Cowa, LLC | 2.05% | Add +12.4% | 219,075 | $5.4M |
| Wingate Wealth Advisors, Inc. | 4.59% | Add +58.5% | 209,862 | $5.2M |
| Eq Wealth Advisors, LLC | 3.41% | Add +511.3% | 203,669 | $5.0M |
| Baker Ellis Asset Management LLC | 0.66% | Add +4.6% | 197,147 | $4.8M |
| Quantinno Capital Management LP | 0.02% | Add +5.9% | 195,631 | $4.8M |
| Blueprint Financial Advisors LLC | 1.52% | New | 193,109 | $4.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.43% | Reduce -1.2% | 190,275 | $4.7M |
| Synovus Financial Corp. | 0.06% | Add +24.6% | 190,030 | $4.7M |
| Exencial Wealth Advisors, LLC | 0.16% | Add +0.1% | 189,486 | $4.6M |
| CVA Family Office, LLC | 0.65% | Reduce -3.6% | 189,006 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -9.6% | 186,558 | $4.6M |
| Boyce & Associates Wealth Consulting, Inc. | 4.08% | Add +1358.1% | 181,711 | $4.5M |
| Systelligence, LLC | 0.82% | Reduce -59.5% | 181,770 | $4.5M |
| Stage Harbor Financial, LLC | 3.60% | Reduce -0.3% | 180,370 | $4.4M |
| Global Retirement Partners, LLC | 0.11% | — | 177,767 | $4.4M |
| Shakespeare Wealth Management, LLC | 1.16% | Add +0.4% | 177,759 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.30% | Reduce -19.5% | 177,171 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +14.8% | 174,624 | $4.3M |
| Wilkins Miller Wealth Management, LLC | 2.91% | Add +2.9% | 174,270 | $4.3M |
| Allworth Financial LP | 0.02% | Add +12.5% | 173,319 | $4.3M |
| Sebold Capital Management, Inc. | 2.58% | Add +2.3% | 170,447 | $4.2M |
| Fortitude Family Office, LLC | 1.38% | Add +408.3% | 170,121 | $4.2M |
| AE Wealth Management LLC | 0.03% | Add +7.0% | 168,377 | $4.1M |
| Main Street Financial Solutions, LLC | 0.29% | Reduce -8.6% | 164,930 | $4.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.54% | Add +3.2% | 159,358 | $3.9M |
| &partners | 0.03% | Add +7.6% | 159,276 | $3.9M |
| Blueprint Investment Partners LLC | 0.66% | New | 151,487 | $3.7M |
| BCS Wealth Management | 0.77% | Add +36.2% | 145,897 | $3.6M |
| FRG Family Wealth Advisors LLC | 0.62% | Add +1.6% | 144,253 | $3.5M |
| Focus Financial Network, Inc. | 0.14% | Add +8.8% | 142,967 | $3.5M |
| True North Advisors, LLC | 0.67% | Add +9.7% | 142,741 | $3.5M |
| Fca Corp. | 1.04% | Reduce -0.9% | 142,188 | $3.5M |
| Lido Advisors, LLC | 0.02% | Add +22.6% | 138,500 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.6% | 135,035 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 133,905 | $3.3M |
| Tempus Wealth Planning, LLC | 0.81% | Add +6.1% | 132,037 | $3.2M |
| Ieq Capital, LLC | 0.02% | Reduce -3.0% | 132,018 | $3.2M |
| Cathy Pareto & Associates, Inc. | 2.65% | Reduce -1.6% | 130,518 | $3.2M |
| Cambridge Advisors Inc. | 0.67% | Add +0.7% | 130,413 | $3.2M |
| Clearview Wealth Advisors LLC | 2.23% | Add +1.3% | 130,166 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.7% | 129,836 | $3.2M |
| Savvy Advisors, Inc. | 0.20% | Add +10.1% | 124,189 | $3.0M |
| Lodestar Private Asset Management LLC | 0.35% | Add +9.1% | 124,028 | $3.0M |
| RFG - Bristol Wealth Advisors, LLC | 0.93% | Add +5.7% | 121,808 | $3.0M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -1.8% | 121,241 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +31.4% | 118,721 | $2.9M |
| Savant Capital, LLC | 0.02% | Add +7.1% | 117,580 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 115,871 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Add +9.9% | 114,263 | $2.8M |
| Warner Financial, Inc. | 1.15% | Reduce -2.5% | 113,167 | $2.8M |
| Novem Group | 0.35% | Add +5.9% | 113,080 | $2.8M |
| Wealthstar Advisors, LLC | 1.01% | Add +2.1% | 109,698 | $2.7M |
| Perigon Wealth Management, LLC | 0.06% | Add +0.2% | 108,365 | $2.7M |
| WealthCare Investment Partners, LLC | 0.95% | Reduce -17.9% | 106,079 | $2.7M |
| Roof Eidam Maycock Peralta, LLC | 0.65% | Reduce -3.0% | 108,119 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +5.7% | 107,688 | $2.6M |
| Bulwark Capital Corp | 2.22% | — | 107,465 | $2.6M |
| AQR Capital Management | 0.00% | Add +233.3% | 104,358 | $2.6M |
| Whitener Capital Management, Inc. | 0.66% | Add +1.6% | 101,947 | $2.5M |
| Signal Tree Financial Partners LLC | 2.07% | New | 98,187 | $2.4M |
| Aufman Associates Inc | 1.48% | Add +1.5% | 97,579 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -1.3% | 95,830 | $2.4M |
| First National Corp. /Ma/ | 0.47% | Add +3.5% | 95,658 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -57.3% | 95,502 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +16.0% | 92,317 | $2.3M |
| CoreCap Advisors, LLC | 0.09% | Add +13.9% | 92,040 | $2.3M |
| Austin Private Wealth, LLC | 0.18% | Add +0.4% | 91,894 | $2.3M |
| Aberdeen Wealth Management LLC | 1.48% | Add +4.6% | 90,929 | $2.2M |
| Cascades Capital Asset Management, LLC | 1.17% | Add +2.0% | 90,875 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +6.2% | 90,206 | $2.2M |
| Johnson Bixby & Associates, LLC | 0.30% | Reduce -0.8% | 90,467 | $2.2M |
| IFP Advisors, Inc | 0.06% | Add +41.0% | 88,433 | $2.2M |
| Maseco LLP | 0.08% | — | 87,719 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +769.4% | 87,061 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -3.7% | 86,083 | $2.1M |
| Riverchase Wealth Management, LLC | 1.34% | Reduce -7.8% | 86,052 | $2.1M |
| Kings Path Partners LLC | 0.85% | Add +0.7% | 85,987 | $2.1M |
| Next Capital Management LLC | 0.77% | Add +33.8% | 85,158 | $2.1M |
| Capital Advantage, Inc. | 0.33% | Add +38.0% | 85,068 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +76.4% | 83,483 | $2.0M |
| R. W. Roge & Company, Inc. | 1.15% | Reduce -2.0% | 82,434 | $2.0M |
| Breakwater Capital Group | 0.32% | Add +22.1% | 80,976 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.4% | 79,877 | $2.0M |
| Westmount Partners, LLC | 0.54% | No change | 79,827 | $2.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 79,333 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 78,125 | $1.9M |
| Larson Financial Group LLC | 0.08% | Add +37.3% | 77,951 | $1.9M |
| Capasso Planning Partners LLC | 1.06% | Reduce -29.9% | 76,734 | $1.9M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -35.7% | 75,277 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -67.5% | 75,171 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.5% | 74,925 | $1.8M |
| Harbor Asset Planning, Inc. | 1.75% | — | 74,893 | $1.8M |
| Foguth Wealth Management, LLC. | 0.39% | Reduce -68.7% | 74,082 | $1.8M |
| Schrum Private Wealth Management LLC | 1.46% | Add +0.0% | 74,027 | $1.8M |
| Bearing Point Capital, LLC | 0.33% | No change | 73,446 | $1.8M |
| World Equity Group, Inc. | 0.48% | Add +76.9% | 71,761 | $1.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.23% | New | 71,500 | $1.8M |
| Aspiring Ventures, LLC | 0.80% | No change | 70,017 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +3.4% | 69,548 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | New | 69,105 | $1.7M |
| Prostatis Group LLC | 0.48% | Add +8.2% | 68,602 | $1.7M |
| Yoder Wealth Management, Inc. | 0.87% | Reduce -2.4% | 67,716 | $1.7M |
| Angeles Wealth Management, LLC | 0.11% | Reduce -5.4% | 67,485 | $1.7M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -11.9% | 66,222 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +0.2% | 65,489 | $1.6M |
| Bank of Montreal | 0.00% | Add +10.2% | 65,039 | $1.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.17% | Add +13.4% | 64,585 | $1.6M |
| McGrath & Associates, Inc. | 2.57% | Reduce -0.3% | 64,360 | $1.6M |
| Harbor Group, Inc. | 0.28% | Reduce -0.4% | 64,175 | $1.6M |
| Whipplewood Advisors, LLC | 0.86% | Add +6796.8% | 63,933 | $1.6M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 62,929 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -9.7% | 62,839 | $1.5M |
| Cwm, LLC | 0.01% | Add +70.7% | 62,177 | $1.5M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -6.4% | 62,162 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +2.5% | 61,358 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 61,357 | $1.5M |
| Madison Asset Management, LLC | 0.02% | Reduce -3.3% | 60,771 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +6.8% | 60,505 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -1.5% | 59,829 | $1.5M |
| Principia Wealth Advisory, LLC | 1.25% | Reduce -8.7% | 59,803 | $1.5M |
| Consolidated Portfolio Review Corp | 0.20% | Add +16.1% | 59,675 | $1.5M |
| Harbour Investment Management LLC | 0.63% | No change | 59,391 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 59,128 | $1.5M |
| Mezzasalma Advisors, LLC | 0.43% | Add +11.3% | 58,069 | $1.4M |
| Renaissance Technologies | 0.00% | Add +549.4% | 57,800 | $1.4M |
| Nalls Sherbakoff Group, LLC | 1.02% | Add +0.1% | 57,289 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -2.1% | 56,984 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Add +7.1% | 56,929 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Add +14.1% | 56,085 | $1.4M |
| Avestar Capital, LLC | 0.10% | Reduce -2.3% | 55,762 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +33.6% | 55,637 | $1.4M |
| Addison Advisors LLC | 0.34% | Reduce -1.8% | 55,615 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.37% | Reduce -2.7% | 55,156 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.1% | 52,522 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Add +0.4% | 53,068 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 52,827 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.91% | Add +1.3% | 52,401 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Add +134.2% | 52,026 | $1.3M |
| Wealthspire Retirement, LLC | 0.08% | Add +28.4% | 51,988 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.46% | New | 50,504 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -17.1% | 50,496 | $1.2M |
| Valley National Advisers Inc. | 0.20% | Reduce -4.1% | 50,524 | $1.2M |
| Berger Financial Group, Inc | 0.08% | Add +0.0% | 50,431 | $1.2M |
| Values Added Financial LLC | 0.59% | No change | 49,704 | $1.2M |
| Arcadia Investment Advisors LLC | 0.60% | Reduce -4.0% | 47,316 | $1.2M |
| Ami Investment Management Inc. | 0.30% | Reduce -58.4% | 47,028 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.21% | Add +8.2% | 46,859 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +1.5% | 45,298 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 44,832 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +74.8% | 44,652 | $1.1M |
| Asset Planning Corporation | 0.57% | Reduce -20.8% | 44,014 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.41% | Reduce -2.2% | 43,268 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 43,078 | $1.1M |
| Wedmont Private Capital | 0.04% | Add +1.4% | 42,294 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +14.6% | 42,844 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Reduce -1.7% | 42,262 | $1.0M |
| SouthState Bank Corp | 0.04% | Reduce -1.1% | 41,631 | $1.0M |
| Clear Point Advisors Inc. | 0.82% | Reduce -34.1% | 39,649 | $973K |
| Westbourne Investments, Inc. | 0.51% | Reduce -3.6% | 38,886 | $954K |
| Gryphon Financial Partners LLC | 0.12% | New | 38,848 | $953K |
| Councilor Wealth, LLC | 0.44% | Add +4.7% | 38,538 | $946K |
| Parallel Advisors, LLC | 0.02% | Add +4.7% | 38,176 | $937K |
| Kuhn & Co Investment Counsel | 0.71% | Add +32.9% | 38,161 | $936K |
| Phillips Financial Management, LLC | 0.07% | Add +1071.1% | 38,095 | $932K |
| Townsend Asset Management Corp. /NC/ | 0.33% | Add +1.2% | 36,611 | $898K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +21.9% | 36,384 | $893K |
| Apella Capital, LLC | 0.02% | Add +0.1% | 35,903 | $890K |
| Sage Financial Group Inc. | 0.07% | Reduce -1.4% | 36,225 | $889K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -1.5% | 36,099 | $886K |
| Integrated Advisors Network LLC | 0.04% | Add +16.7% | 36,067 | $885K |
| Clarity Capital Advisors, LLC | 0.51% | Add +0.4% | 35,626 | $874K |
| Nabity-Jensen Investment Management Inc | 0.64% | No change | 35,507 | $871K |
| Continuum Advisory, LLC | 0.10% | Add +59.9% | 35,432 | $869K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -6.1% | 35,387 | $868K |
| Beacon Financial Planning, Inc. | 0.48% | Reduce -10.7% | 35,122 | $862K |
| Freestone Capital Holdings, LLC | 0.03% | Add +4.3% | 34,805 | $854K |
| Farther Finance Advisors, LLC | 0.02% | Add +127.4% | 34,803 | $854K |
| Valmark Advisers, Inc. | 0.01% | Add +14.5% | 34,153 | $838K |
| Legacy Financial Strategies, LLC | 0.16% | Add +2.8% | 34,090 | $837K |
| Vishria Bird Financial Group, LLC | 0.27% | No change | 33,648 | $826K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.8% | 32,957 | $809K |
| Tudor Investment Corporation | 0.01% | New | 32,949 | $809K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -28.6% | 32,467 | $797K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -53.4% | 32,045 | $786K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.3% | 32,032 | $786K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 31,833 | $781K |
| HRC Wealth Management, LLC | 0.41% | Add +0.4% | 31,692 | $778K |
| Northwest Capital Management Inc | 0.42% | New | 31,520 | $774K |
| Appleton Partners Inc. | 0.05% | Reduce -5.5% | 31,450 | $772K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -10.0% | 31,407 | $771K |
| Channel Wealth LLC | 0.21% | Add +0.0% | 30,950 | $760K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 30,792 | $756K |
| Howe & Rusling Inc. | 0.05% | Add +26.6% | 30,031 | $737K |
| QRG Capital Management, Inc. | 0.01% | Add +9.6% | 29,888 | $733K |
| HUB Investment Partners, LLC | 0.03% | Add +3.2% | 29,833 | $732K |
| Archvest Wealth Advisors, Inc. | 0.62% | Add +0.4% | 29,169 | $716K |
| Northern Trust Corp. | 0.00% | Add +45.8% | 29,139 | $715K |
| NorthCoast Asset Management LLC | 0.00% | Add +34.3% | 29,093 | $714K |
| Betterment LLC | 0.00% | Add +115.8% | 28,997 | $712K |
| Wealth Advisory Team LLC | 0.65% | — | 28,219 | $692K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.5% | 28,093 | $689K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -3.0% | 28,089 | $689K |
| Blair William & Co. | 0.00% | Add +2.7% | 28,057 | $689K |
| SOL Capital Management CO | 0.07% | No change | 27,600 | $677K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +2.0% | 27,365 | $672K |
| Studio Investment Management LLC | 0.13% | Add +3.3% | 27,268 | $669K |
| Creative Financial Designs Inc. | 0.05% | Add +14.8% | 27,036 | $663K |
| Baird Financial Group, Inc. | 0.00% | Add +2.5% | 26,919 | $661K |
| L.K. Benson & Company, P.C. | 0.40% | Add +0.6% | 26,530 | $651K |
| Evanson Asset Management, LLC | 0.04% | No change | 26,442 | $649K |
| US Bancorp \de | 0.00% | Add +12.8% | 26,349 | $647K |
| Heritage Wealth Management, Inc. | 0.21% | New | 26,277 | $645K |
| Sonora Investment Management Group, LLC | 0.05% | Reduce -0.2% | 26,039 | $639K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.3% | 26,001 | $638K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -43.0% | 25,951 | $638K |
| Builder Investment Group Inc. | 0.16% | Add +0.6% | 25,587 | $628K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 25,367 | $623K |
| Brown Financial Advisory | 0.34% | Add +49.8% | 25,314 | $621K |
| Trust Point Inc. | 0.06% | New | 24,972 | $613K |
| Welch Group, LLC | 0.03% | Add +26.9% | 24,801 | $609K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.4% | 24,760 | $608K |
| Canandaigua National Trust Co of Florida | 0.43% | Add +69.0% | 24,540 | $602K |
| Compass Planning Associates Inc | 0.54% | Add +0.4% | 24,076 | $591K |
| Keyvantage Wealth, LLC | 0.26% | No change | 23,787 | $584K |
| Lafayette Investments, Inc. | 0.12% | Add +0.4% | 23,785 | $584K |
| IFG Advisory, LLC | 0.03% | Reduce -0.9% | 23,695 | $581K |
| Tiaa Trust, National Association | 0.00% | Add +15.2% | 23,514 | $577K |
| HB Wealth Management, LLC | 0.00% | Reduce -37.1% | 23,509 | $577K |
| Empower Advisory Group, LLC | 0.00% | Add +40.4% | 23,351 | $573K |
| Joel Isaacson & Co., LLC | 0.02% | New | 23,295 | $572K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 23,252 | $571K |
| Phil A. Younker & Associates, Ltd. | 0.56% | No change | 23,156 | $568K |
| Abound Wealth Management | 0.16% | Add +45.1% | 22,813 | $560K |
| Clark Asset Management, LLC | 0.08% | New | 22,761 | $559K |
| Chilton Capital Management LLC | 0.02% | Reduce -7.1% | 22,518 | $553K |
| Noesis Capital Mangement Corp. | 0.10% | Add +14.0% | 22,494 | $552K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +0.4% | 22,179 | $544K |
| Lantern Wealth Advisors, LLC | 0.32% | — | 22,120 | $543K |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.6% | 21,828 | $536K |
| WealthPLAN Partners, LLC | 0.09% | Add +2.6% | 21,788 | $535K |
| Dahring | Cusmano LLC | 0.42% | Add +0.6% | 21,748 | $534K |
| Facet Wealth, Inc. | 0.01% | Reduce -1.1% | 21,485 | $531K |
| Debussy Capital Management LP | 0.08% | Add +0.1% | 21,630 | $531K |
| Midwest Trust Co | 0.01% | — | 21,625 | $531K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +14.0% | 21,404 | $525K |
| Mengis Capital Management, Inc. | 0.11% | Add +3.1% | 21,241 | $521K |
| Choreo, LLC | 0.01% | Add +0.6% | 21,072 | $517K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -48.4% | 20,659 | $515K |
| Francis Financial, Inc. | 0.12% | No change | 20,787 | $510K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Reduce -6.5% | 20,737 | $509K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.2% | 20,557 | $504K |
| Summit Wealth Group LLC / Co. | 0.13% | — | 20,508 | $503K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.9% | 20,281 | $498K |
| Maridea Wealth Management LLC | 0.13% | Reduce -15.4% | 20,268 | $497K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.2% | 20,177 | $495K |
| Western Wealth Management, LLC | 0.03% | Add +6.6% | 20,124 | $494K |
| Advisor OS, LLC | 0.05% | Add +24.5% | 20,031 | $492K |
| Jane Street Group, LLC | 0.00% | Reduce -77.6% | 19,839 | $487K |
| Destination Wealth Management | 0.01% | Add +15.2% | 19,552 | $480K |
| Alpha Cubed Investments, LLC | 0.02% | New | 19,252 | $472K |
| Total Clarity Wealth Management, Inc. | 0.13% | New | 18,883 | $463K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -13.0% | 18,689 | $459K |
| Plan A Wealth LLC | 0.26% | Add +59.9% | 18,510 | $454K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.4% | 18,304 | $449K |
| Brookstone Capital Management | 0.01% | Reduce -16.2% | 18,025 | $442K |
| Tobias Financial Advisors, Inc. | 0.08% | No change | 17,910 | $440K |
| Traub Capital Management LLC | 0.40% | — | 17,820 | $437K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +40.7% | 17,741 | $435K |
| Patten & Patten Inc. | 0.03% | Reduce -1.8% | 17,717 | $435K |
| Argyle Capital Partners, LLC | 0.35% | No change | 17,471 | $429K |
| Global Assets Advisory, LLC | 0.17% | Reduce -76.2% | 17,160 | $426K |
| Keybank National Association | 0.00% | New | 17,303 | $425K |
| Regal Investment Advisors LLC | 0.03% | Reduce -23.6% | 17,293 | $424K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.48% | No change | 17,134 | $420K |
| Qube Research & Technologies Ltd | 0.00% | Add +6798.4% | 17,039 | $418K |
| Embree Financial Group | 0.06% | Reduce -4.3% | 17,017 | $418K |
| Mather Group, Llc. | 0.00% | Add +2.9% | 16,680 | $409K |
| WESPAC Advisors, LLC | 0.28% | Add +0.1% | 16,541 | $406K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -10.7% | 16,538 | $406K |
| Darwin Wealth Management, LLC | 0.14% | Reduce -11.1% | 16,252 | $399K |
| Newman Dignan & Sheerar, Inc. | 0.09% | New | 16,131 | $396K |
| BIP Wealth, LLC | 0.02% | Reduce -0.6% | 16,058 | $394K |
| Csenge Advisory Group | 0.02% | Reduce -1.2% | 16,371 | $387K |
| Members Trust Co | 0.01% | Reduce -1.7% | 15,753 | $387K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -28.4% | 15,684 | $385K |
| Nova Wealth Management, Inc. | 0.28% | Reduce -0.3% | 15,647 | $384K |
| Colonial Trust Co / SC | 0.06% | No change | 15,642 | $384K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.4% | 15,631 | $384K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -5.2% | 15,589 | $383K |
| CGN Advisors LLC | 0.03% | Reduce -17.3% | 15,489 | $380K |
| Assetmark, Inc. | 0.00% | Add +269.0% | 15,350 | $377K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Add +1.7% | 15,305 | $376K |
| Regions Financial Corp. | 0.00% | No change | 14,939 | $367K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +18.6% | 14,749 | $362K |
| Morris Financial Concepts, Inc. | 0.14% | Reduce -0.9% | 14,690 | $360K |
| Franklin Resources Inc. | 0.00% | New | 14,595 | $358K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +26.0% | 14,556 | $357K |
| Empirical Asset Management, LLC | 0.11% | Reduce -1.1% | 14,519 | $356K |
| Wisconsin Wealth Advisors, LLC | 0.41% | New | 14,406 | $354K |
| Burford Brothers, Inc. | 0.16% | Add +0.4% | 14,346 | $352K |
| Capital Advisors Inc. | 0.01% | Reduce -33.5% | 14,340 | $352K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | No change | 13,980 | $347K |
| Pacific Wealth Strategies Group, Inc. | 0.23% | Reduce -94.8% | 13,986 | $346K |
| Evergreen Capital Management LLC | 0.01% | Add +24.9% | 14,013 | $344K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 13,790 | $338K |
| Advisors Capital Management, LLC | 0.00% | No change | 13,746 | $337K |
| Paragon Capital Management Ltd | 0.06% | No change | 13,725 | $337K |
| Modera Wealth Management, LLC | 0.00% | Reduce -1.3% | 13,713 | $337K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.2% | 13,488 | $331K |
| Roger Wittlin Investment Advisory, LLC | 0.18% | Add +0.4% | 13,258 | $325K |
| Texas Yale Capital Corp. | 0.01% | No change | 13,200 | $324K |
| Whittier Trust Co. | 0.00% | No change | 13,158 | $323K |
| Fisher Asset Management | 0.00% | Reduce -36.7% | 13,126 | $322K |
| Thrivent Financial for Lutherans | 0.00% | New | 13,141 | $322K |
| Flputnam Investment Management Co. | 0.01% | No change | 13,056 | $320K |
| CRA Financial Services, LLC | 0.05% | Add +46.0% | 13,022 | $320K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -8.4% | 12,991 | $319K |
| Capital Investment Counsel, LLC | 0.05% | Add +15.5% | 12,729 | $312K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -3.0% | 12,727 | $312K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Add +47.1% | 12,552 | $308K |
| Coastwise Capital Group, LLC | 0.24% | Add +0.4% | 12,469 | $306K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 12,141 | $298K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -11.7% | 12,063 | $296K |
| Anson Capital, Inc. | 0.24% | No change | 12,025 | $295K |
| Smith Salley Wealth Management | 0.02% | Add +2.6% | 11,987 | $294K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.5% | 11,952 | $293K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +26.7% | 11,915 | $292K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +8.4% | 11,698 | $287K |
| Vise Technologies, Inc. | 0.01% | — | 11,683 | $287K |
| Meridian Investment Counsel Inc. | 0.08% | Add +1.5% | 11,592 | $284K |
| Capital Analysts, LLC | 0.01% | Reduce -40.7% | 11,545 | $283K |
| Johnson Financial Group, Inc. | 0.01% | Add +0.4% | 11,435 | $281K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 11,295 | $277K |
| Creekside Partners | 0.13% | No change | 11,202 | $275K |
| MCF Advisors LLC | 0.02% | No change | 11,178 | $274K |
| Curtis Advisory Group, LLC | 0.07% | Reduce -41.6% | 11,162 | $274K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 11,097 | $272K |
| Simmons Bank | 0.02% | No change | 11,076 | $272K |
| Ackerman Capital Advisors, LLC | 0.06% | No change | 11,066 | $272K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.4% | 10,885 | $267K |
| Procyon Advisors, LLC | 0.03% | New | 10,872 | $267K |
| Index Fund Advisors, Inc. | 0.01% | No change | 10,842 | $266K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,828 | $266K |
| Independent Advisor Alliance | 0.01% | Add +8.7% | 10,738 | $264K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 10,575 | $260K |
| GWN Securities Inc. | 0.05% | Add +5.9% | 10,532 | $259K |
| First Pacific Financial | 0.04% | Add +0.5% | 10,552 | $259K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 10,540 | $259K |
| Pettyjohn, Wood & White, Inc. | 0.05% | Add +10.9% | 10,425 | $256K |
| Hancock Whitney Corp. | 0.00% | New | 10,228 | $251K |
| Crescent Grove Advisors, LLC | 0.02% | New | 10,216 | $251K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,140 | $249K |
| AA Financial Advisors, LLC | 0.05% | Reduce -96.5% | 10,114 | $248K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 10,098 | $248K |
| Copperwynd Financial, LLC | 0.06% | New | 9,984 | $245K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -7.4% | 9,977 | $245K |
| Oak Wealth Advisors LLC | 0.15% | No change | 9,794 | $240K |
| Parthenon LLC | 0.03% | No change | 9,762 | $240K |
| Curi Capital, LLC | 0.00% | New | 9,748 | $239K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.8% | 9,687 | $238K |
| Smithfield Trust Co | 0.01% | No change | 9,540 | $235K |
| Castle Wealth Management LLC | 0.09% | No change | 9,560 | $235K |
| Advocate Group LLC | 0.04% | No change | 9,405 | $231K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 9,267 | $227K |
| Brooklyn Investment Group | 0.03% | New | 9,254 | $227K |
| International Assets Investment Management, LLC | 0.02% | Reduce -2.1% | 9,206 | $226K |
| E&G Advisors, LLC | 0.06% | No change | 9,126 | $224K |
| Citizens Financial Group Inc. | 0.00% | No change | 9,120 | $224K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 9,117 | $224K |
| Brown Advisory Inc. | 0.00% | Reduce -73.0% | 9,086 | $223K |
| NorthRock Partners, LLC | 0.01% | Reduce -8.4% | 9,033 | $222K |
| Root Financial Partners, LLC | 0.02% | Add +0.7% | 9,030 | $222K |
| Catalyst Financial Partners LLC | 0.02% | No change | 8,994 | $221K |
| Elios Financial Group Inc. | 0.10% | Reduce -0.6% | 8,984 | $220K |
| Aspiriant, LLC | 0.01% | No change | 8,982 | $220K |
| Condor Capital Management | 0.02% | Add +0.0% | 8,888 | $218K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -7.5% | 8,855 | $217K |
| D. E. Shaw & Co. | 0.00% | New | 8,847 | $217K |
| Brighton Jones LLC | 0.01% | New | 8,789 | $216K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 8,693 | $213K |
| Meeder Advisory Services, Inc. | 0.01% | No change | 8,604 | $211K |
| Main Street Research LLC | 0.01% | New | 8,541 | $210K |
| Stone Summit Wealth LLC | 0.06% | Reduce -22.7% | 8,535 | $209K |
| BOS Asset Management, LLC | 0.07% | New | 8,382 | $206K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -95.3% | 719 | $204K |
| HC Advisors, LLC | 0.14% | New | 8,304 | $204K |
| Americana Partners, LLC | 0.01% | New | 8,295 | $204K |
| Marco Investment Management LLC | 0.02% | New | 8,278 | $203K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,220 | $202K |
| Bluespring Wealth Management, LLC | 0.02% | New | 8,217 | $202K |
| Diversified Portfolios, Inc. | 0.02% | New | 8,154 | $200K |
| Elevate Wealth Advisory, Inc. | 0.14% | Reduce -10.6% | 7,935 | $195K |
| Rothschild Investment LLC | 0.01% | No change | 7,584 | $186K |
| First Horizon Advisors, Inc. | 0.00% | Add +3229.9% | 7,459 | $183K |
| Archer Investment Corp | 0.04% | Add +0.4% | 7,277 | $179K |
| Financial Connections Group, Inc. | 0.07% | Add +51.1% | 6,898 | $169K |
| Godsey & Gibb, Inc. | 0.02% | Add +26.6% | 6,801 | $167K |
| Crewe Advisors LLC | 0.02% | Add +59.3% | 6,785 | $167K |
| Atlantic Union Bankshares Corp | 0.00% | New | 6,312 | $155K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -23.9% | 5,853 | $144K |
| Front Row Advisors LLC | 0.05% | No change | 5,832 | $143K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.8% | 5,832 | $143K |
| SYM FINANCIAL Corp | 0.02% | Add +92.5% | 5,562 | $136K |
| Centaurus Financial, Inc. | 0.01% | Reduce -17.6% | 5,518 | $135K |
| Breakwater Investment Management | 0.05% | No change | 5,388 | $132K |
| Spire Wealth Management | 0.00% | Reduce -92.9% | 5,184 | $127K |
| Fairway Wealth LLC | 0.04% | Reduce -0.1% | 4,932 | $121K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,860 | $119K |
| Glenmede Investment Management, LP | 0.00% | — | 4,807 | $118K |
| Integrity Financial Corp | 0.06% | No change | 4,770 | $117K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 4,622 | $113K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -24.5% | 4,607 | $113K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 4,362 | $107K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 4,159 | $102K |
| High Note Wealth, LLC | 0.02% | No change | 4,062 | $100K |
| Private Trust Co. NA | 0.01% | Add +97.9% | 3,901 | $96K |
| Arlington Trust Co LLC | 0.02% | No change | 3,885 | $95K |
| Hantz Financial Services, Inc. | 0.00% | New | 3,786 | $93K |
| Sound Income Strategies, LLC | 0.01% | Reduce -49.1% | 3,684 | $90K |
| Comerica Bank | 0.00% | Reduce -51.1% | 3,524 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,360 | $82K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,234 | $79K |
| Citigroup Inc. | 0.00% | Add +1.4% | 3,188 | $78K |
| Aspect Partners, LLC | 0.04% | No change | 3,006 | $74K |
| First Community Trust NA | 0.06% | Reduce -50.0% | 2,979 | $73K |
| Team Financial Group, LLC | 0.04% | New | 2,958 | $73K |
| Pin Oak Investment Advisors Inc. | 0.06% | New | 2,922 | $68K |
| Hoey Investments, Inc. | 0.01% | New | 2,586 | $63K |
| Asset Dedication, LLC | 0.00% | Reduce -0.2% | 2,556 | $63K |
| FWL Investment Management, LLC | 0.02% | New | 2,391 | $59K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +148.7% | 2,390 | $59K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 2,386 | $59K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.1% | 2,370 | $58K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -8.4% | 2,310 | $57K |
| JNBA Financial Advisors | 0.01% | Reduce -4.4% | 2,277 | $56K |
| WealthShield Partners, LLC | 0.01% | Add +16.9% | 2,198 | $54K |
| Kiker Wealth Management, LLC | 0.03% | Add +572.9% | 2,160 | $53K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 2,127 | $52K |
| Tsfg, LLC | 0.01% | No change | 2,139 | $52K |
| Berkshire Money Management, Inc. | 0.01% | New | 2,112 | $52K |
| NFSG Corp | 0.01% | No change | 2,100 | $52K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.4% | 2,067 | $51K |
| Dunhill Financial, LLC | 0.01% | No change | 2,049 | $50K |
| Graney & King, LLC | 0.03% | No change | 2,021 | $50K |
| Ancora Advisors LLC | 0.00% | Reduce -70.2% | 1,966 | $48K |
| Salomon & Ludwin, LLC | 0.00% | Add +142.2% | 1,809 | $45K |
| Tidemark, LLC | 0.01% | Add +0.4% | 1,815 | $45K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -40.3% | 1,544 | $38K |
| Mid-American Wealth Advisory Group, Inc. | 0.02% | New | 1,527 | $37K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 1,500 | $37K |
| Dagco, Inc. | 0.01% | Add +0.4% | 1,414 | $35K |
| Pinney & Scofield, Inc. | 0.02% | Add +0.4% | 1,406 | $34K |
| Key Financial Inc | 0.01% | No change | 1,346 | $33K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -25.0% | 1,302 | $32K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 1,281 | $31K |
| Adirondack Trust Co. | 0.01% | No change | 1,155 | $28K |
| Woodside Wealth Management LLC | 0.02% | No change | 1,041 | $26K |
| ORG Partners LLC | 0.01% | No change | 1,011 | $25K |
| Paladin Advisory Group, LLC | 0.02% | New | 1,014 | $25K |
| Rialto Wealth Management, LLC | 0.01% | No change | 969 | $24K |
| Bogart Wealth, LLC | 0.00% | New | 849 | $21K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 822 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 795 | $20K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.4% | 794 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 790 | $19K |
| Hemington Wealth Management | 0.00% | No change | 798 | $19K |
| Main Management LLC | 0.00% | No change | 720 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 699 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -70.0% | 666 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 645 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 645 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 621 | $15K |
| Rice Partnership, LLC | 0.00% | No change | 618 | $15K |
| Pflug Koory, LLC | 0.01% | No change | 600 | $15K |
| Investors Research Corp | 0.00% | No change | 591 | $15K |
| Operose Advisors LLC | 0.00% | Reduce -90.2% | 584 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -87.1% | 582 | $14K |
| Rossby Financial, LCC | 0.01% | No change | 557 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 537 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | New | 501 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 490 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 489 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 441 | $11K |
| CGC Financial Services, LLC | 0.00% | No change | 432 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 428 | $11K |
| CENTRAL TRUST Co | 0.00% | Add +19.7% | 420 | $10K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 417 | $10K |
| Painted Porch Advisors LLC | 0.00% | No change | 381 | $9K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 348 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 327 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 312 | $8K |
| Accredited Wealth Management, LLC | 0.01% | No change | 300 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -13.0% | 300 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 285 | $7K |
| Solstein Capital, LLC | 0.00% | New | 279 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 270 | $7K |
| Binnacle Investments Inc | 0.00% | New | 267 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 238 | $6K |
| Richardson Capital Management LLC | 0.00% | Add +0.5% | 213 | $5K |
| Total Investment Management Inc. | 0.00% | New | 204 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 189 | $5K |
| WFA of San Diego, LLC | 0.00% | — | 171 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 165 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 162 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.4% | 144 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 138 | $3K |
| Alerus Financial NA | 0.00% | New | 126 | $3K |
| CX Institutional | 0.00% | No change | 110 | $3K |
| Quaker Wealth Management, LLC | 0.00% | — | 117 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 116 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 114 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 93 | $2K |
| Activest Wealth Management | 0.00% | Add +1.1% | 88 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | Add +1.2% | 87 | $2K |
| Avion Wealth | 0.00% | No change | 117 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 78 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 78 | $2K |
| Arax Advisory Partners | 0.00% | No change | 65 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 56 | $1K |
| Bokf, NA | 0.00% | Reduce -86.6% | 54 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 51 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 42 | $1K |
| Keener Financial Planning LLC | 0.00% | No change | 72 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -96.3% | 31 | $772 |
| LGT Financial Advisors LLC | 0.00% | No change | 17 | $417 |
| Arvest Investments, Inc. | 0.00% | No change | 15 | $368 |
| Bfsg, LLC | 0.00% | No change | 12 | $295 |
"% 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.