Schwab Fndmntl US LRG Co. ETFFNDXETF
13F holders, Q4 2025 (December 31)751holders +54
61new positions
43sold out
3famous investors
$26.70avg. 13F price*
At the end of Q4 2025, 751 institutions reported holding Schwab Fndmntl US LRG Co. ETF (FNDX) in their 13F filings, up 54 from Q3 2025. 61 opened new positions and 43 sold out. The largest holders were Charles Schwab Investment Management Inc. ($11.2B), Captrust Financial Advisors ($582.1M) and McAdam, LLC ($249.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $56.4M |
| Exits | 43 | $17.7M |
All 13F filers, Q3 2025 → Q4 2025: 48,474,660 shares bought and 7,690,844 shares sold, net +40,783,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 751 holders
| Charles Schwab Investment Management Inc. | 1.75% | Add +1.0% | 413,443,221 | $11.2B |
| Captrust Financial Advisors | 1.11% | Add +25.7% | 21,393,347 | $582.1M |
| McAdam, LLC | 11.43% | Add +4.9% | 9,179,896 | $249.8M |
| Boulay Financial Advisors, LLC | 29.20% | Add +4.0% | 9,126,260 | $248.3M |
| Ameriprise Financial Inc. | 0.05% | Add +16.1% | 8,487,899 | $231.0M |
| Keybank National Association | 0.81% | Add +32896.7% | 8,291,741 | $225.6M |
| Signature Estate & Investment Advisors LLC | 4.40% | Add +1.9% | 8,028,915 | $218.5M |
| Steele Capital Management, Inc. | 7.14% | Add +1.0% | 6,112,690 | $166.3M |
| Morgan Stanley | 0.01% | Add +6.6% | 5,222,076 | $142.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -16.4% | 5,154,200 | $140.2M |
| LPL Financial LLC | 0.04% | Add +13.1% | 5,151,322 | $140.2M |
| Glassman Wealth Services | 17.14% | Add +0.0% | 4,666,563 | $127.0M |
| Northwest Bancshares, Inc. | 21.53% | Reduce -29.8% | 4,093,713 | $111.4M |
| Cetera Investment Advisers | 0.11% | Add +7.0% | 3,782,869 | $102.9M |
| AlphaCore Capital LLC | 2.13% | Reduce -2.9% | 3,493,029 | $95.0M |
| Quadrant Capital Group LLC | 2.58% | No change | 3,142,622 | $85.5M |
| Bank of America Corp. | 0.01% | Add +1.4% | 3,130,851 | $85.2M |
| Charles Schwab Trust Co | 5.56% | Add +1.9% | 3,109,768 | $84.6M |
| Gemmer Asset Management LLC | 5.55% | Reduce -0.4% | 2,649,062 | $72.1M |
| Bank of New York Mellon Corp | 0.01% | Add +3064.0% | 2,528,667 | $68.8M |
| Clark Capital Management Group, Inc. | 0.41% | Reduce -11.5% | 2,461,818 | $67.0M |
| Reston Wealth Management LLC | 19.82% | Add +1.5% | 2,380,794 | $64.8M |
| Kelman-Lazarov, Inc. | 9.16% | Add +0.5% | 2,356,429 | $64.1M |
| UBS Group AG | 0.01% | Reduce -7.9% | 2,341,622 | $63.7M |
| Lee Financial Co | 8.54% | Reduce -2.3% | 2,324,130 | $63.2M |
| Creative Planning | 0.04% | Add +54.5% | 2,121,741 | $57.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -9.7% | 2,058,397 | $56.0M |
| Private Advisor Group, LLC | 0.26% | Reduce -0.1% | 2,047,668 | $55.7M |
| Bell Investment Advisors, Inc | 8.66% | Reduce -2.4% | 2,013,483 | $54.8M |
| BlueStem Wealth Partners, LLC | 5.91% | Add +3.6% | 1,966,144 | $53.5M |
| HighTower Advisors, LLC | 0.06% | Add +5.4% | 1,937,060 | $52.7M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +5.0% | 1,847,946 | $50.3M |
| Ashford Advisors, LLC | 10.93% | Reduce -2.2% | 1,835,393 | $49.9M |
| Prairiewood Capital, LLC | 15.41% | Add +5.6% | 1,824,061 | $49.6M |
| Koesten, Hirschmann & Crabtree, INC. | 22.97% | Reduce -6.8% | 1,715,952 | $46.7M |
| Cornerstone Planning Group LLC | 6.89% | Add +839967.7% | 1,562,526 | $44.2M |
| Kavar Capital Partners Group, LLC | 5.91% | Add +2.9% | 1,576,625 | $42.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.28% | Add +2.4% | 1,479,354 | $40.3M |
| Focus Partners Wealth | 0.05% | Add +5.5% | 1,498,468 | $39.9M |
| Resonant Capital Advisors, LLC | 2.05% | Add +1.9% | 1,367,927 | $37.2M |
| Fortis Capital Advisors, LLC | 5.40% | Add +3.1% | 1,345,095 | $36.6M |
| Belpointe Asset Management LLC | 1.32% | Add +3.1% | 1,345,095 | $36.6M |
| PTM Wealth Management, LLC | 20.49% | Add +3.8% | 1,310,154 | $36.3M |
| Tanglewood Wealth Management, Inc. | 3.29% | Add +7.6% | 1,316,823 | $35.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -36.0% | 1,214,822 | $33.1M |
| Mariner, LLC | 0.04% | Add +5.4% | 1,206,271 | $32.8M |
| Great Valley Advisor Group, Inc. | 0.58% | Add +10.1% | 1,110,269 | $30.2M |
| Planned Solutions, Inc. | 9.24% | Reduce -1.3% | 1,049,879 | $28.6M |
| Eagle Strategies LLC | 3.60% | Add +1.1% | 1,036,270 | $28.2M |
| Corient Private Wealth LP | 0.04% | Add +11.9% | 1,008,945 | $27.5M |
| Berman McAleer LLC | 3.71% | Add +1.2% | 996,745 | $27.1M |
| Oxford Financial Group, LTD. LLC | 1.45% | Reduce -1.6% | 966,502 | $26.3M |
| Bartlett & Co. Wealth Management LLC | 0.33% | Reduce -1.9% | 933,529 | $25.4M |
| Moller Wealth Partners | 5.28% | Reduce -1.3% | 926,581 | $25.2M |
| Allen Wealth Management, LLC | 15.05% | Reduce -5.3% | 918,905 | $25.0M |
| Solitude Financial Services | 8.24% | Reduce -2.2% | 918,407 | $25.0M |
| DAVENPORT & Co LLC | 0.14% | Add +10.9% | 916,929 | $24.9M |
| Pasadena Private Wealth, LLC | 3.42% | Add +70.6% | 916,854 | $24.9M |
| Financial Strategies Group, Inc. | 4.48% | Add +1.1% | 887,072 | $24.7M |
| Haverford Trust Co | 0.21% | Add +0.2% | 874,656 | $23.8M |
| Merit Financial Group, LLC | 0.19% | Add +150.5% | 870,013 | $23.7M |
| TruNorth Capital Management, LLC | 4.49% | Add +8.5% | 869,591 | $23.7M |
| CPC Advisors, LLC | 2.33% | Add +0.3% | 846,936 | $23.0M |
| Certified Advisory Corp | 2.07% | Add +3.5% | 836,554 | $22.8M |
| Richardson Capital Management LLC | 11.09% | Reduce -6.9% | 812,097 | $22.1M |
| Urban Financial Advisory Corp | 8.48% | Add +13.0% | 794,139 | $21.6M |
| Wealthspire Retirement, LLC | 1.29% | Add +187.5% | 779,599 | $21.2M |
| Firestone Capital Management | 4.44% | Add +0.4% | 768,746 | $20.9M |
| Royal Bank of Canada | 0.00% | Reduce -25.0% | 753,493 | $20.5M |
| Washington Trust Advisors, Inc. | 1.57% | Reduce -0.6% | 753,367 | $20.5M |
| Your Advocates Ltd., LLP | 6.62% | Reduce -1.8% | 745,945 | $20.3M |
| Elevation Wealth Partners, LLC | 7.11% | Reduce -0.9% | 737,497 | $20.1M |
| Northland Capital Management LLC | 10.93% | Add +28.8% | 717,032 | $19.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.8% | 715,540 | $19.5M |
| Cabot Wealth Management Inc. | 2.12% | Add +6.5% | 705,562 | $19.2M |
| Pennsylvania Capital Management Inc. | 5.02% | Add +81.3% | 671,928 | $18.3M |
| Raymond James Financial Inc. | 0.01% | Add +10.6% | 657,175 | $17.9M |
| Envision Financial LLC | 9.43% | Add +7.3% | 655,421 | $17.8M |
| U.S. Capital Wealth Advisors, LLC | 0.45% | Add +1.8% | 635,230 | $17.3M |
| VVR Holdings LLC | 8.97% | — | 634,387 | $17.3M |
| Cahill Financial Advisors Inc. | 1.86% | Add +32.5% | 853,852 | $17.0M |
| MAI Capital Management | 0.10% | Add +34.5% | 616,193 | $16.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +266.9% | 612,591 | $16.7M |
| Sellwood Investment Partners LLC | 6.48% | Add +2.1% | 610,030 | $16.6M |
| White Pine Investment CO | 3.78% | Add +0.1% | 589,684 | $16.0M |
| Principal Securities, Inc. | 0.25% | Reduce -13.5% | 588,939 | $16.0M |
| EP Wealth Advisors, LLC | 0.08% | — | 584,018 | $15.9M |
| Aufman Associates Inc | 8.01% | Add +489.2% | 574,608 | $15.6M |
| Tradition Wealth Management, LLC | 1.12% | Add +1.6% | 574,083 | $15.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -12.3% | 556,683 | $15.5M |
| Strata Wealth Advisors, LLC | 4.19% | Reduce -2.6% | 554,054 | $15.1M |
| Asset Allocation Strategies LLC | 2.78% | Add +5.3% | 552,591 | $15.0M |
| Wealth Forward, LLC | 8.43% | Add +0.4% | 548,481 | $14.9M |
| Williams Financial, LLC | 8.53% | New | 541,764 | $14.7M |
| Cerity Partners LLC | 0.02% | Reduce -1.8% | 529,604 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +3686.6% | 499,105 | $13.6M |
| Ironwood Investment Counsel, LLC | 1.87% | Add +2.9% | 490,965 | $13.4M |
| Gotham Asset Management | 0.05% | Add +4.5% | 485,215 | $13.2M |
| Archford Capital Strategies, LLC | 1.53% | Reduce -10.6% | 483,849 | $13.2M |
| Opes Wealth Management LLC | 2.21% | Reduce -0.2% | 478,489 | $13.0M |
| Clarkston Capital Partners, LLC | 0.30% | Add +119.3% | 474,710 | $12.9M |
| BCS Wealth Management | 1.29% | Add +163.4% | 469,554 | $12.8M |
| TradeWell Securities, LLC. | 4.95% | New | 12,721,524 | $12.7M |
| Access Financial Services, Inc. | 4.54% | Add +1.5% | 458,780 | $12.5M |
| FMR LLC | 0.00% | Add +7.1% | 455,679 | $12.4M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +3.4% | 446,644 | $12.2M |
| MML Investors Services, LLC | 0.03% | Add +25.4% | 446,026 | $12.1M |
| Sterling Financial Planning, Inc. | 3.55% | Add +2.0% | 432,500 | $11.8M |
| J.E. Simmons & Co., P.C. | 7.52% | — | 426,178 | $11.6M |
| Nicholas Hoffman & Company, LLC. | 0.27% | Add +3.0% | 425,765 | $11.6M |
| Quantinno Capital Management LP | 0.02% | Add +35.6% | 421,121 | $11.5M |
| Nicholson Meyer Capital Management, Inc. | 8.63% | Add +1.4% | 419,418 | $11.4M |
| Timmons Wealth Management, LLC | 11.03% | — | 411,874 | $11.2M |
| Pallas Capital Advisors LLC | 0.37% | Reduce -0.1% | 409,098 | $11.1M |
| Alhambra Investment Management LLC | 5.18% | Add +0.7% | 408,892 | $11.1M |
| Cedar Point Capital Partners, LLC | 7.06% | Reduce -4.1% | 406,467 | $11.1M |
| Equity Wealth Partners, LLC | 7.08% | Add +114.8% | 401,478 | $10.9M |
| American Trust | 0.90% | Reduce -2.1% | 393,103 | $10.7M |
| Highline Wealth Partners LLC | 2.96% | Add +2.6% | 386,049 | $10.5M |
| Legend Financial Advisors, Inc. | 6.30% | Add +0.0% | 382,396 | $10.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +28.4% | 380,185 | $10.3M |
| Jones Financial Companies LLLP | 0.01% | Add +5.9% | 379,900 | $10.3M |
| Arlington Financial Advisors, LLC | 1.46% | Reduce -0.7% | 374,530 | $10.2M |
| Lowery Thomas, LLC | 5.64% | Reduce -1.3% | 366,970 | $10.0M |
| Bristlecone Value Partners, LLC | 11.32% | — | 360,410 | $9.8M |
| Park Avenue Securities LLC | 0.08% | Reduce -7.1% | 360,322 | $9.8M |
| Lakewood Asset Management LLC | 5.66% | Add +4.0% | 353,870 | $9.6M |
| Systelligence, LLC | 1.83% | Add +221.4% | 352,368 | $9.6M |
| Bruce G. Allen Investments, LLC | 6.46% | Reduce -0.8% | 351,162 | $9.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.5% | 350,123 | $9.5M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -35.6% | 342,744 | $9.3M |
| Collective Family Office LLC | 2.12% | Add +21.9% | 339,913 | $9.2M |
| AQR Capital Management | 0.00% | Add +50.6% | 337,134 | $9.2M |
| Arcadia Investment Advisors LLC | 4.25% | Add +637.1% | 336,039 | $9.1M |
| Milestone Investment Advisors LLC | 2.19% | Reduce -0.3% | 333,215 | $9.1M |
| AlTi Global, Inc. | 0.19% | Reduce -0.7% | 330,599 | $9.0M |
| Quadcap Wealth Management, LLC | 1.01% | Reduce -2.4% | 325,748 | $8.8M |
| RHS Financial, LLC | 4.17% | Add +1.1% | 313,776 | $8.5M |
| Wilmington Savings Fund Society, FSB | 0.20% | Add +1.9% | 305,230 | $8.3M |
| Leavell Investment Management, Inc. | 0.34% | Add +7.4% | 303,065 | $8.2M |
| Guardian Financial Partners, LLC | 3.45% | Add +2.2% | 300,440 | $8.2M |
| Darrow Company, Inc. | 3.48% | Reduce -0.3% | 284,406 | $7.7M |
| Foster & Motley Inc. | 0.41% | Add +1.8% | 281,888 | $7.7M |
| Gross & Hartman Investments LLC | 4.37% | — | 281,585 | $7.7M |
| Rollins Financial Advisors, LLC | 1.11% | Add +0.2% | 278,303 | $7.6M |
| Integrity Alliance, Llc. | 0.27% | Add +1.9% | 270,675 | $7.4M |
| Breakwater Capital Group | 1.02% | Add +126.9% | 268,056 | $7.3M |
| Journey Advisory Group, LLC | 0.59% | Reduce -1.4% | 258,343 | $7.0M |
| Red Tortoise LLC | 2.99% | Reduce -0.9% | 256,043 | $7.0M |
| Wingate Wealth Advisors, Inc. | 3.72% | Add +2.0% | 245,329 | $6.7M |
| Payne Capital LLC | 6.71% | Add +0.2% | 242,141 | $6.6M |
| BFI Wealth Solutions, LLC | 6.21% | — | 239,738 | $6.5M |
| Schmidt P J Investment Management Inc. | 1.05% | Reduce -4.3% | 236,506 | $6.4M |
| Flatrock Wealth Partners LLC | 3.09% | — | 236,281 | $6.4M |
| Cowa, LLC | 1.91% | Add +76.7% | 230,243 | $6.3M |
| Boyce & Associates Wealth Consulting, Inc. | 5.23% | Add +2.0% | 229,465 | $6.2M |
| Argos Wealth Advisors, LLC | 1.67% | — | 227,903 | $6.2M |
| Avant Capital LLC | 4.25% | Add +2.0% | 227,268 | $6.2M |
| Verum Partners LLC | 1.20% | Reduce -9.8% | 219,603 | $6.0M |
| Savant Capital, LLC | 0.03% | Add +63.5% | 213,131 | $5.8M |
| Eq Wealth Advisors, LLC | 3.41% | Add +4.5% | 212,026 | $5.8M |
| Baker Ellis Asset Management LLC | 0.69% | Add +5.2% | 210,006 | $5.7M |
| Pinnacle Financial Partners, Inc. | 0.04% | — | 205,286 | $5.6M |
| Kingsview Wealth Management, LLC | 0.08% | Add +6.0% | 202,910 | $5.5M |
| IMA Advisory Services, Inc. | 0.53% | New | 202,228 | $5.5M |
| AE Wealth Management LLC | 0.03% | Add +9.2% | 201,466 | $5.5M |
| Exencial Wealth Advisors, LLC | 0.17% | Add +3.0% | 194,096 | $5.3M |
| CVA Family Office, LLC | 0.59% | Add +0.0% | 189,064 | $5.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.35% | Add +0.3% | 188,132 | $5.1M |
| QRG Capital Management, Inc. | 0.06% | Add +8.4% | 184,800 | $5.0M |
| Magnolia Private Wealth, LLC | 3.44% | Reduce -10.0% | 180,803 | $4.9M |
| Stage Harbor Financial, LLC | 3.30% | No change | 180,099 | $4.9M |
| Wilkins Miller Wealth Management, LLC | 2.91% | Add +3.3% | 179,604 | $4.9M |
| Allworth Financial LP | 0.02% | Add +3.7% | 177,821 | $4.8M |
| Focus Financial Network, Inc. | 0.16% | Add +19.5% | 171,753 | $4.7M |
| Blair William & Co. | 0.01% | Add +130.9% | 171,515 | $4.7M |
| Global Retirement Partners, LLC | 0.08% | Add +7.8% | 170,866 | $4.6M |
| Shakespeare Wealth Management, LLC | 1.02% | Reduce -1.3% | 170,226 | $4.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.55% | Add +3.0% | 169,073 | $4.6M |
| Novem Group | 0.53% | Add +33.2% | 168,955 | $4.6M |
| Yanni & Associates Investment Advisors, LLC | 4.57% | — | 168,080 | $4.6M |
| Foguth Wealth Management, LLC. | 0.70% | — | 163,983 | $4.5M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 162,708 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.26% | Reduce -5.5% | 161,766 | $4.4M |
| Fortitude Family Office, LLC | 1.01% | Reduce -3.5% | 158,187 | $4.3M |
| Bravera Wealth | 2.15% | — | 158,004 | $4.3M |
| Lido Advisors, LLC | 0.02% | Add +5.2% | 161,950 | $4.3M |
| Cidel Asset Management Inc. | 0.30% | Reduce -14.4% | 155,097 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.9% | 153,759 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -11.4% | 149,938 | $4.1M |
| Main Street Financial Solutions, LLC | 0.30% | Add +27.1% | 149,389 | $4.1M |
| Capital Advantage, Inc. | 0.55% | Add +48.2% | 149,125 | $4.1M |
| Tempus Wealth Planning, LLC | 0.93% | Add +4.2% | 148,999 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 146,889 | $4.0M |
| FRG Family Wealth Advisors LLC | 0.60% | Reduce -3.5% | 142,410 | $3.9M |
| Fca Corp. | 1.09% | Add +0.9% | 142,043 | $3.9M |
| Cathy Pareto & Associates, Inc. | 2.67% | Add +7.5% | 141,190 | $3.8M |
| Clearview Wealth Advisors LLC | 2.37% | Add +0.1% | 137,409 | $3.7M |
| Blueprint Financial Advisors LLC | 0.54% | Reduce -32.7% | 130,953 | $3.6M |
| Blueprint Investment Partners LLC | 0.38% | Reduce -32.7% | 130,953 | $3.6M |
| Cambridge Advisors Inc. | 0.67% | Reduce -0.1% | 130,109 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 128,824 | $3.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.96% | Add +3.5% | 126,937 | $3.5M |
| Safe Harbor Family Capital, LLC | 3.02% | — | 126,145 | $3.4M |
| Lodestar Private Asset Management LLC | 0.34% | Reduce -1.4% | 125,197 | $3.4M |
| IFP Advisors, Inc | 0.07% | Add +27.8% | 120,957 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.6% | 120,514 | $3.3M |
| Next Capital Management LLC | 1.05% | Add +14.3% | 120,237 | $3.3M |
| Aberdeen Wealth Management LLC | 1.51% | Add +28.4% | 120,140 | $3.3M |
| Meridian Wealth Management, LLC | 0.11% | Add +0.0% | 119,595 | $3.3M |
| Vise Technologies, Inc. | 0.06% | Add +536.4% | 119,420 | $3.2M |
| Warner Financial, Inc. | 1.12% | Add +4.2% | 118,524 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.9% | 116,862 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +2.1% | 116,521 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +0.1% | 114,931 | $3.1M |
| &partners | 0.02% | Reduce -5.2% | 114,775 | $3.1M |
| Prosperity Wealth Management, Inc. | 1.03% | Add +41.3% | 113,931 | $3.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +226.9% | 108,972 | $3.0M |
| Prostatis Group LLC | 0.71% | Add +18.5% | 108,856 | $3.0M |
| Roof Eidam Maycock Peralta, LLC | 0.67% | Reduce -6.4% | 108,757 | $3.0M |
| Savvy Advisors, Inc. | 0.09% | Reduce -9.3% | 107,844 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +18.7% | 105,536 | $2.9M |
| Valmark Advisers, Inc. | 0.04% | Add +126.5% | 105,336 | $2.9M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -5.3% | 104,361 | $2.8M |
| Sax Wealth Advisors, LLC | 0.13% | Add +932.1% | 104,223 | $2.8M |
| Cascades Capital Asset Management, LLC | 1.19% | Add +5.4% | 102,794 | $2.8M |
| Whitener Capital Management, Inc. | 0.63% | Add +0.7% | 101,301 | $2.8M |
| Kings Path Partners LLC | 0.96% | Add +18.4% | 100,630 | $2.7M |
| Wellspring Financial Advisors, LLC | 0.22% | Add +304.0% | 100,445 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -50.9% | 99,819 | $2.7M |
| Stillwater Wealth Management Group | 1.83% | New | 98,970 | $2.7M |
| Signal Tree Financial Partners LLC | 2.04% | No change | 98,187 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -49.2% | 95,367 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +2.0% | 95,144 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +15.7% | 93,504 | $2.5M |
| PFG Advisors | 0.12% | Reduce -2.9% | 91,383 | $2.5M |
| Austin Private Wealth, LLC | 0.19% | Reduce -0.7% | 91,067 | $2.5M |
| Johnson Bixby & Associates, LLC | 0.31% | Add +0.9% | 90,684 | $2.5M |
| Brown Brothers Harriman & Co. | 0.01% | Add +4.4% | 89,026 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +9.0% | 88,118 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 87,695 | $2.4M |
| Maseco LLP | 0.10% | New | 86,591 | $2.4M |
| Riverchase Wealth Management, LLC | 1.27% | No change | 86,052 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.2% | 84,475 | $2.3M |
| Asset Advisory Group, Inc. | 1.10% | — | 80,816 | $2.2M |
| R. W. Roge & Company, Inc. | 1.09% | Reduce -1.4% | 80,763 | $2.2M |
| Westmount Partners, LLC | 0.54% | Reduce -0.1% | 79,721 | $2.2M |
| World Equity Group, Inc. | 0.60% | Add +3.5% | 78,395 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -81.3% | 78,318 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -15.4% | 78,095 | $2.1M |
| WealthCare Investment Partners, LLC | 0.62% | Reduce -10.8% | 77,187 | $2.1M |
| Csenge Advisory Group | 0.09% | Add +87.7% | 76,281 | $2.1M |
| Bank of Montreal | 0.00% | Add +18.3% | 75,391 | $2.1M |
| Schrum Private Wealth Management LLC | 1.50% | Add +1.0% | 74,793 | $2.0M |
| Mezzasalma Advisors, LLC | 0.48% | Add +19.8% | 79,149 | $2.0M |
| Briggs Wealth Management, Inc | 2.15% | — | 73,318 | $2.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.20% | Reduce -1.6% | 70,324 | $1.9M |
| Aspiring Ventures, LLC | 0.69% | Reduce -0.6% | 69,576 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +2.9% | 69,087 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +1.5% | 69,053 | $1.9M |
| Harbor Asset Planning, Inc. | 1.57% | Add +0.6% | 67,597 | $1.8M |
| Angeles Wealth Management, LLC | 0.10% | No change | 67,485 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.30% | Add +48.1% | 67,022 | $1.8M |
| Midland Wealth Advisors, LLC | 0.09% | Add +0.2% | 66,761 | $1.8M |
| Bulwark Capital Corp | 1.28% | Reduce -21.7% | 66,140 | $1.8M |
| Bearing Point Capital, LLC | 0.28% | Reduce -10.3% | 65,900 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +26.9% | 65,507 | $1.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.17% | Add +0.9% | 65,487 | $1.8M |
| Harbor Group, Inc. | 0.26% | Add +0.9% | 64,981 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Add +13.1% | 64,265 | $1.7M |
| Yoder Wealth Management, Inc. | 0.80% | No change | 64,201 | $1.7M |
| Whipplewood Advisors, LLC | 1.10% | Reduce -1.4% | 62,868 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +20.1% | 62,531 | $1.7M |
| McGrath & Associates, Inc. | 2.35% | Reduce -3.2% | 60,875 | $1.7M |
| Madison Asset Management, LLC | 0.02% | No change | 60,771 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.5% | 60,406 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | Add +12.4% | 60,152 | $1.6M |
| Harbour Investment Management LLC | 0.86% | No change | 59,391 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +5.0% | 59,144 | $1.6M |
| Sheets Smith Wealth Management | 0.18% | Add +3.9% | 59,087 | $1.6M |
| LBMC Investment Advisors, LLC | 0.10% | No change | 58,923 | $1.6M |
| Nabity-Jensen Investment Management Inc | 1.08% | Add +62.9% | 58,685 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +4.0% | 57,112 | $1.6M |
| Capasso Planning Partners LLC | 0.85% | Reduce -15.6% | 56,686 | $1.5M |
| Brand Asset Management Group, Inc. | 0.43% | Add +2.6% | 56,351 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -6.6% | 54,332 | $1.5M |
| Directional Asset Management | 1.34% | — | 56,074 | $1.5M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -6.8% | 55,487 | $1.5M |
| MidAtlantic Capital Management, Inc. | 0.96% | Add +8.8% | 55,322 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -8.2% | 54,267 | $1.5M |
| Addison Advisors LLC | 0.33% | Reduce -2.5% | 54,205 | $1.5M |
| Jacobi Capital Management LLC | 0.08% | Add +0.4% | 53,524 | $1.5M |
| Avestar Capital, LLC | 0.10% | Reduce -5.8% | 52,546 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +1.6% | 51,922 | $1.4M |
| Larson Financial Group LLC | 0.05% | Reduce -17.1% | 51,219 | $1.4M |
| Cwm, LLC | 0.00% | Add +45.2% | 50,637 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -17.3% | 50,154 | $1.4M |
| Values Added Financial LLC | 0.57% | No change | 49,704 | $1.4M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -4.3% | 49,456 | $1.3M |
| Berger Financial Group, Inc | 0.08% | Add +0.1% | 48,631 | $1.3M |
| Valley National Advisers Inc. | 0.18% | Reduce -5.5% | 48,205 | $1.3M |
| Perryman Financial Advisory Inc. | 0.19% | — | 48,113 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -20.4% | 47,284 | $1.3M |
| Birchwood Financial Partners, Inc. | 1.28% | — | 47,226 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -29.0% | 47,067 | $1.3M |
| Ami Investment Management Inc. | 0.29% | No change | 47,028 | $1.3M |
| Ballast Financial Advisors LLC | 1.31% | — | 46,782 | $1.3M |
| Red Reef Advisors LLC | 1.27% | — | 45,750 | $1.2M |
| Signaturefd, LLC | 0.02% | Reduce -0.0% | 45,372 | $1.2M |
| Gryphon Financial Partners LLC | 0.13% | Add +13.2% | 45,071 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +123.1% | 44,570 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +24.1% | 44,417 | $1.2M |
| Wedmont Private Capital | 0.04% | Add +2.3% | 43,400 | $1.2M |
| Financial Planning Hawaii, Inc. | 0.67% | — | 42,816 | $1.2M |
| Millstone Evans Group, LLC | 0.68% | New | 42,631 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.39% | Reduce -0.3% | 42,591 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | No change | 42,262 | $1.1M |
| Kuhn & Co Investment Counsel | 0.76% | Add +9.7% | 41,868 | $1.1M |
| Citizens National Bank Trust Department | 0.19% | Add +9.3% | 40,627 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -54.7% | 39,701 | $1.1M |
| Phillips Financial Management, LLC | 0.07% | Add +4.1% | 39,649 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +28.2% | 38,140 | $1.0M |
| Creative Financial Designs Inc. | 0.07% | Add +6.8% | 38,057 | $1.0M |
| Apella Capital, LLC | 0.02% | Reduce -0.5% | 38,042 | $1.0M |
| Councilor Wealth, LLC | 0.48% | Reduce -0.9% | 37,658 | $1.0M |
| Diversified Management Inc. | 0.24% | — | 37,466 | $1.0M |
| Continuum Advisory, LLC | 0.10% | Add +4.9% | 36,955 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | Add +5.8% | 36,821 | $1.0M |
| Sage Financial Group Inc. | 0.07% | No change | 36,808 | $1.0M |
| Legacy Financial Strategies, LLC | 0.18% | Add +1.1% | 36,795 | $1.0M |
| Stock Yards Bank & Trust Co. | 0.03% | Add +0.9% | 36,728 | $999K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +43.5% | 36,395 | $990K |
| Stokes Family Office, LLC | 0.09% | Reduce -50.5% | 36,243 | $986K |
| Clarity Capital Advisors, LLC | 0.49% | Add +0.5% | 35,934 | $978K |
| Clear Point Advisors Inc. | 0.76% | Reduce -7.9% | 35,758 | $973K |
| Go Invest LLC | 0.32% | — | 35,667 | $971K |
| Beacon Financial Planning, Inc. | 0.46% | Add +0.1% | 35,232 | $959K |
| Cutler Investment Counsel LLC | 0.10% | New | 34,886 | $949K |
| Heritage Wealth Management, Inc. | 0.26% | Add +4.5% | 34,570 | $941K |
| Betterment LLC | 0.00% | Add +2.3% | 34,212 | $931K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +5.4% | 33,038 | $899K |
| Johnson Investment Counsel Inc. | 0.01% | Add +19.8% | 33,027 | $899K |
| Platt Wealth Management LLC | 0.89% | — | 32,979 | $897K |
| Nalls Sherbakoff Group, LLC | 0.63% | Reduce -41.2% | 32,285 | $878K |
| HRC Wealth Management, LLC | 0.42% | Reduce -0.2% | 31,953 | $869K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.8% | 31,228 | $850K |
| Axxcess Wealth Management, LLC | 0.01% | Add +93.4% | 30,855 | $840K |
| Crusonia Wealth Advisors LLC | 0.18% | — | 30,652 | $834K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -3.2% | 30,311 | $825K |
| HUB Investment Partners, LLC | 0.02% | Add +7.2% | 30,255 | $823K |
| Northern Trust Corp. | 0.00% | Add +21.9% | 30,115 | $819K |
| Colonial Trust Co / SC | 0.11% | No change | 29,793 | $811K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 29,520 | $803K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 29,452 | $801K |
| Appleton Partners Inc. | 0.05% | No change | 29,288 | $797K |
| Rockefeller Capital Management L.P. | 0.00% | Add +50.4% | 28,795 | $784K |
| KLCM Advisors, Inc. | 0.07% | New | 28,072 | $764K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +187.4% | 28,048 | $763K |
| CoreCap Advisors, LLC | 0.03% | Reduce -32.0% | 28,010 | $762K |
| Monetary Solutions, Ltd | 0.75% | — | 27,916 | $760K |
| Evanson Asset Management, LLC | 0.04% | Add +4.0% | 27,490 | $748K |
| Wealth Advisory Team LLC | 0.66% | — | 27,466 | $747K |
| Studio Investment Management LLC | 0.14% | Add +2.6% | 27,437 | $747K |
| Sigma Planning Corp | 0.02% | Reduce -27.0% | 27,388 | $745K |
| Tiaa Trust, National Association | 0.00% | Add +8.2% | 27,166 | $739K |
| Howe & Rusling Inc. | 0.05% | Add +1.4% | 27,075 | $737K |
| US Bancorp \de | 0.00% | Add +1.5% | 26,895 | $732K |
| L.K. Benson & Company, P.C. | 0.36% | Reduce -0.0% | 26,626 | $724K |
| Facet Wealth, Inc. | 0.01% | Add +5.7% | 25,087 | $709K |
| Builder Investment Group Inc. | 0.15% | No change | 25,410 | $691K |
| Phil A. Younker & Associates, Ltd. | 0.48% | No change | 25,306 | $689K |
| TBH Global Asset Management, LLC | 0.11% | New | 18,213 | $687K |
| HB Wealth Management, LLC | 0.00% | Add +6.1% | 25,010 | $681K |
| Trust Point Inc. | 0.05% | No change | 24,972 | $679K |
| Silver Oak Securities, Incorporated | 0.05% | Add +54.2% | 24,569 | $673K |
| Canandaigua National Trust Co of Florida | 0.42% | Add +76.3% | 24,540 | $668K |
| Principia Wealth Advisory, LLC | 0.42% | Reduce -21.5% | 24,516 | $667K |
| Thrivent Financial for Lutherans | 0.00% | Add +112.9% | 24,415 | $667K |
| Capital Analysts, LLC | 0.02% | Add +4.3% | 24,271 | $660K |
| Montag A & Associates Inc. | 0.03% | New | 24,050 | $654K |
| Keyvantage Wealth, LLC | 0.28% | No change | 23,787 | $647K |
| IFG Advisory, LLC | 0.03% | Add +0.4% | 23,770 | $647K |
| Lafayette Investments, Inc. | 0.12% | No change | 23,747 | $646K |
| Baird Financial Group, Inc. | 0.00% | Add +8.3% | 23,653 | $644K |
| Brown Financial Advisory | 0.33% | No change | 23,647 | $643K |
| Mengis Capital Management, Inc. | 0.11% | Add +5.5% | 23,604 | $642K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.7% | 23,528 | $640K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -26.4% | 23,399 | $637K |
| Clark Asset Management, LLC | 0.07% | No change | 23,388 | $636K |
| Chilton Capital Management LLC | 0.02% | Reduce -0.0% | 23,326 | $635K |
| Two Sigma Securities, LLC | 0.08% | New | 22,613 | $615K |
| Essential Investment Partners LLC | 0.58% | — | 22,584 | $615K |
| JMG Financial Group, Ltd. | 0.02% | Add +25.8% | 22,493 | $612K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +0.4% | 22,370 | $609K |
| National Bank of Canada | 0.00% | New | 22,120 | $602K |
| Noesis Capital Mangement Corp. | 0.09% | Add +0.8% | 22,093 | $601K |
| Brookstone Capital Management | 0.01% | Add +14.0% | 21,763 | $592K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 21,404 | $582K |
| Vermillion Wealth Management, Inc. | 0.24% | New | 21,356 | $581K |
| Capital Advisors Inc. | 0.01% | Add +7.0% | 21,155 | $576K |
| Bleakley Financial Group, LLC | 0.01% | New | 21,148 | $575K |
| Independent Financial Group, LLC | 0.01% | Reduce -18.6% | 21,139 | $575K |
| Harbour Investments, Inc. | 0.01% | Reduce -59.1% | 21,027 | $572K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 21,022 | $572K |
| Empower Advisory Group, LLC | 0.00% | Reduce -56.0% | 20,959 | $570K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.3% | 20,806 | $566K |
| Fund Evaluation Group, LLC | 0.02% | New | 20,721 | $564K |
| Parallel Advisors, LLC | 0.01% | Reduce -44.2% | 20,649 | $562K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -1.9% | 20,531 | $559K |
| Dahring | Cusmano LLC | 0.39% | Reduce -1.0% | 20,431 | $556K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +783.4% | 20,061 | $546K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -7.9% | 19,777 | $538K |
| Plan A Wealth LLC | 0.26% | Reduce -0.8% | 19,623 | $534K |
| Debussy Capital Management LP | 0.07% | Add +0.0% | 19,592 | $533K |
| Welch Group, LLC | 0.02% | No change | 19,536 | $532K |
| Destination Wealth Management | 0.01% | Add +53.0% | 19,392 | $528K |
| Midwest Trust Co | 0.01% | Add +1.0% | 19,354 | $527K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.5% | 18,279 | $497K |
| Traub Capital Management LLC | 0.48% | Add +3.9% | 18,270 | $497K |
| Regal Investment Advisors LLC | 0.03% | Add +4.8% | 18,116 | $493K |
| Tobias Financial Advisors, Inc. | 0.07% | No change | 17,910 | $487K |
| Integrity Investment Advisors, LLC | 0.27% | New | 17,799 | $484K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.7% | 17,687 | $481K |
| Westbourne Investments, Inc. | 0.22% | Reduce -42.0% | 17,607 | $479K |
| Global Assets Advisory, LLC | 0.14% | Reduce -11.2% | 17,590 | $479K |
| Mather Group, Llc. | 0.00% | No change | 17,475 | $475K |
| Argyle Capital Partners, LLC | 0.35% | No change | 17,471 | $475K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -64.1% | 17,452 | $475K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.2% | 17,398 | $473K |
| Advisor OS, LLC | 0.04% | Reduce -8.2% | 17,305 | $471K |
| Abound Wealth Management | 0.11% | Reduce -7.9% | 17,296 | $471K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Add +12.9% | 17,283 | $470K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +57.0% | 17,211 | $468K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.38% | No change | 17,099 | $465K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -3.9% | 16,747 | $456K |
| Independent Advisor Alliance | 0.01% | Add +1.7% | 16,678 | $454K |
| Embree Financial Group | 0.06% | Reduce -1.1% | 16,652 | $453K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.2% | 16,353 | $445K |
| Smith Salley Wealth Management | 0.02% | Add +32.7% | 15,911 | $433K |
| Tactive Advisors, LLC | 0.13% | New | 15,830 | $431K |
| Members Trust Co | 0.01% | No change | 15,753 | $429K |
| WESPAC Advisors, LLC | 0.23% | Add +0.0% | 15,670 | $426K |
| BIP Wealth, LLC | 0.01% | Add +0.1% | 15,643 | $426K |
| Darwin Wealth Management, LLC | 0.13% | Add +1.1% | 15,480 | $421K |
| Assetmark, Inc. | 0.00% | Add +2.7% | 15,453 | $420K |
| Root Financial Partners, LLC | 0.02% | Add +79.1% | 15,449 | $420K |
| Regions Financial Corp. | 0.00% | Reduce -8.5% | 15,135 | $412K |
| Channel Wealth LLC | 0.10% | Reduce -46.1% | 15,059 | $410K |
| Patten & Patten Inc. | 0.02% | No change | 15,017 | $409K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.9% | 14,804 | $403K |
| Burk Holdings LLC | 0.19% | Reduce -20.6% | 14,745 | $401K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.4% | 14,742 | $401K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -23.1% | 14,722 | $401K |
| Franklin Resources Inc. | 0.00% | No change | 14,595 | $397K |
| CRA Financial Services, LLC | 0.05% | Add +11.9% | 14,567 | $396K |
| Mission Wealth Management, LP | 0.01% | Reduce -40.5% | 14,537 | $396K |
| Burford Brothers, Inc. | 0.16% | Add +0.5% | 14,518 | $395K |
| Maridea Wealth Management LLC | 0.06% | Reduce -25.9% | 14,514 | $395K |
| WealthCollab, LLC | 0.16% | New | 14,353 | $391K |
| Morris Financial Concepts, Inc. | 0.14% | Reduce -1.3% | 14,246 | $388K |
| Vident Advisory, LLC | 0.00% | Add +85.0% | 14,243 | $388K |
| Empirical Asset Management, LLC | 0.11% | Reduce -1.1% | 14,209 | $387K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -22.1% | 14,189 | $386K |
| Sensenig Capital Advisors, Inc | 0.39% | — | 14,187 | $386K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Reduce -2.3% | 14,116 | $384K |
| Evergreen Capital Management LLC | 0.01% | No change | 14,013 | $381K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 13,389 | $379K |
| Seven Springs Wealth Group, LLC | 0.11% | No change | 13,790 | $375K |
| Advisors Capital Management, LLC | 0.00% | No change | 13,746 | $374K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +5.6% | 13,682 | $372K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Add +13.5% | 13,572 | $369K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.2% | 13,545 | $369K |
| Whittier Trust Co. | 0.00% | No change | 13,158 | $367K |
| Trilogy Capital Inc. | 0.02% | New | 13,457 | $366K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -9.6% | 13,384 | $364K |
| Invested Advisors | 0.38% | Add +49.0% | 13,373 | $364K |
| Nova Wealth Management, Inc. | 0.25% | Reduce -3.1% | 13,314 | $362K |
| CGN Advisors LLC | 0.03% | Reduce -9.1% | 13,265 | $361K |
| Cresset Asset Management, LLC | 0.00% | Add +36.8% | 13,255 | $361K |
| Texas Yale Capital Corp. | 0.01% | No change | 13,200 | $359K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Add +45.4% | 13,142 | $358K |
| Weatherly Asset Management L. P. | 0.03% | New | 13,142 | $358K |
| Capital Investment Counsel, LLC | 0.05% | Add +8.6% | 13,076 | $356K |
| Modera Wealth Management, LLC | 0.00% | Reduce -3.8% | 13,074 | $356K |
| Westco Advisory Services Inc. | 0.22% | — | 13,073 | $356K |
| Fiduciary Financial Group, LLC | 0.05% | New | 13,073 | $356K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -0.7% | 13,010 | $354K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 12,991 | $353K |
| Paragon Capital Management Ltd | 0.07% | No change | 12,922 | $352K |
| VestGen Advisors, LLC | 0.01% | New | 12,871 | $350K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -8.1% | 12,844 | $349K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 12,792 | $348K |
| MCF Advisors LLC | 0.02% | Add +0.3% | 12,788 | $348K |
| Westover Capital Advisors, LLC | 0.06% | Add +0.3% | 12,775 | $348K |
| Bedel Financial Consulting, Inc. | 0.04% | New | 12,750 | $347K |
| Roger Wittlin Investment Advisory, LLC | 0.24% | New | 12,591 | $343K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.5% | 12,581 | $342K |
| Coastwise Capital Group, LLC | 0.18% | Add +0.4% | 12,558 | $342K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 12,540 | $341K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +12.9% | 12,517 | $341K |
| Natixis Advisors, LLC | 0.00% | New | 12,507 | $340K |
| ATX Financial Planning, LLC | 0.26% | — | 12,456 | $339K |
| Clearstead Advisors, LLC | 0.00% | Add +158.8% | 12,385 | $337K |
| Everhart Financial Group, Inc. | 0.03% | New | 12,328 | $335K |
| World Investment Advisors | 0.01% | New | 12,175 | $331K |
| Signature Equity Partners, LLC | 0.18% | — | 12,067 | $328K |
| Anson Capital, Inc. | 0.24% | No change | 12,025 | $327K |
| Composition Wealth, LLC | 0.00% | Add +12.9% | 11,913 | $324K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.4% | 11,799 | $321K |
| Sei Investments Co. | 0.00% | New | 11,686 | $318K |
| Keenan, LLC | 0.28% | — | 11,570 | $315K |
| Investment Research Partners LLC | 0.13% | No change | 11,362 | $309K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 11,272 | $307K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.7% | 11,229 | $306K |
| Creekside Partners | 0.13% | No change | 11,202 | $305K |
| Simmons Bank | 0.02% | No change | 11,076 | $301K |
| Ackerman Capital Advisors, LLC | 0.06% | No change | 11,066 | $301K |
| Auxano Advisors, LLC | 0.06% | Add +36.1% | 11,044 | $301K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.5% | 11,041 | $300K |
| Curi Capital, LLC | 0.01% | Add +6.7% | 11,002 | $299K |
| Wedbush Securities Inc. | 0.01% | Add +23.2% | 10,871 | $296K |
| Procyon Advisors, LLC | 0.01% | No change | 10,872 | $296K |
| Pettyjohn, Wood & White, Inc. | 0.05% | Add +6.3% | 10,868 | $296K |
| Index Fund Advisors, Inc. | 0.01% | No change | 10,842 | $295K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | New | 10,839 | $295K |
| Independence Wealth Advisors, LLC | 0.17% | — | 10,800 | $294K |
| Zhang Financial LLC | 0.01% | Add +17.5% | 10,797 | $294K |
| Apollon Wealth Management, LLC | 0.01% | New | 10,667 | $290K |
| First Pacific Financial | 0.04% | Add +0.5% | 10,643 | $290K |
| Meridian Investment Counsel Inc. | 0.07% | Reduce -8.2% | 10,637 | $289K |
| Quadrant Private Wealth Management, LLC | 0.05% | Add +0.8% | 10,630 | $289K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 10,575 | $288K |
| International Assets Investment Management, LLC | 0.02% | Add +13.9% | 10,490 | $285K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +76.8% | 10,346 | $282K |
| Fifth Third Bancorp | 0.00% | Add +508.9% | 10,303 | $280K |
| Hancock Whitney Corp. | 0.01% | No change | 10,228 | $278K |
| Summitry LLC | 0.01% | New | 10,142 | $276K |
| AA Financial Advisors, LLC | 0.05% | Reduce -3.1% | 10,115 | $275K |
| Choreo, LLC | 0.00% | Reduce -26.1% | 10,009 | $274K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.1% | 10,075 | $274K |
| Meeder Advisory Services, Inc. | 0.01% | Add +16.5% | 10,065 | $274K |
| Caerus Investment Advisors, LLC | 0.09% | No change | 10,017 | $273K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +0.1% | 9,987 | $272K |
| Main Street Research LLC | 0.02% | Add +16.6% | 9,959 | $271K |
| Parthenon LLC | 0.03% | No change | 9,762 | $266K |
| Flputnam Investment Management Co. | 0.00% | Reduce -27.0% | 9,660 | $263K |
| FAS Wealth Partners, Inc. | 0.02% | Add +8.1% | 9,606 | $261K |
| Smithfield Trust Co | 0.01% | No change | 9,540 | $260K |
| Bluespring Wealth Management, LLC | 0.02% | Add +16.3% | 9,552 | $260K |
| Wealthstar Advisors, LLC | 0.14% | Reduce -91.5% | 9,552 | $260K |
| D.A. Davidson & Co. | 0.00% | Add +6.4% | 9,442 | $257K |
| Advocate Group LLC | 0.04% | No change | 9,405 | $256K |
| Curtis Advisory Group, LLC | 0.05% | Reduce -11.6% | 9,356 | $255K |
| Johnson Financial Group, Inc. | 0.01% | No change | 9,285 | $253K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 9,267 | $252K |
| Archvest Wealth Advisors, Inc. | 0.16% | Add +0.2% | 9,266 | $252K |
| Asset Dedication, LLC | 0.02% | Reduce -5.5% | 9,261 | $252K |
| Castle Wealth Management LLC | 0.08% | No change | 9,160 | $249K |
| E&G Advisors, LLC | 0.06% | No change | 9,126 | $248K |
| Citizens Financial Group Inc. | 0.00% | No change | 9,120 | $248K |
| Catalyst Financial Partners LLC | 0.03% | No change | 8,994 | $245K |
| SouthState Bank Corp | 0.01% | Reduce -20.0% | 8,959 | $244K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -9.8% | 8,574 | $242K |
| Ancora Advisors LLC | 0.01% | Add +414.6% | 8,815 | $240K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +7.0% | 8,787 | $239K |
| NorthRock Partners, LLC | 0.00% | New | 8,642 | $235K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -0.2% | 8,481 | $235K |
| Americana Partners, LLC | 0.01% | Add +0.5% | 8,605 | $234K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 8,570 | $233K |
| New England Private Wealth Advisors LLC | 0.03% | Add +6.4% | 8,477 | $231K |
| Summit Asset Management, LLC | 0.03% | No change | 8,460 | $230K |
| Marco Investment Management LLC | 0.02% | No change | 8,404 | $229K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -5.7% | 8,392 | $228K |
| Financial Management, Inc. | 0.22% | — | 8,330 | $227K |
| HC Advisors, LLC | 0.16% | No change | 8,304 | $226K |
| Luminvest Wealth Management LLC | 0.06% | New | 8,259 | $225K |
| Aspiriant, LLC | 0.01% | No change | 8,199 | $223K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -10.8% | 8,191 | $223K |
| Diversified Portfolios, Inc. | 0.02% | No change | 8,154 | $222K |
| Fisher Asset Management | 0.00% | Reduce -39.3% | 8,121 | $221K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 8,007 | $218K |
| Klingman & Associates, LLC | 0.01% | No change | 7,999 | $218K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 7,969 | $217K |
| Elevate Wealth Advisory, Inc. | 0.15% | No change | 7,935 | $216K |
| Arbor Investment Advisors, LLC | 0.03% | New | 7,929 | $216K |
| Norden Group LLC | 0.02% | Add +0.5% | 7,892 | $215K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,880 | $214K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 7,830 | $213K |
| Oak Wealth Advisors LLC | 0.12% | Reduce -8.6% | 7,811 | $213K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | Add +0.4% | 7,798 | $212K |
| Ethos Financial Group, LLC | 0.02% | New | 7,726 | $210K |
| Advus Financial Partners, LLC | 0.05% | No change | 7,725 | $210K |
| Strategies Wealth Advisors, LLC | 0.02% | Add +0.2% | 7,712 | $210K |
| Mutual Advisors, LLC | 0.00% | New | 7,707 | $210K |
| Stratos Investment Management, LLC | 0.01% | No change | 7,690 | $209K |
| Frank, Rimerman Advisors LLC | 0.01% | No change | 7,677 | $209K |
| Roehl & Yi Investment Advisors, LLC | 0.08% | Add +0.3% | 159,248 | $208K |
| Palisade Asset Management, LLC | 0.02% | No change | 7,611 | $207K |
| Rothschild Investment LLC | 0.01% | No change | 7,584 | $206K |
| Valley Brook Capital Group, Inc. | 0.14% | New | 7,578 | $206K |
| High Note Wealth, LLC | 0.04% | Add +85.9% | 7,551 | $205K |
| Affinity Capital Advisors, LLC | 0.03% | New | 7,549 | $205K |
| Chapin Davis, Inc. | 0.05% | New | 7,494 | $204K |
| Comerica Bank | 0.00% | Reduce -35.1% | 7,436 | $202K |
| Fragasso Financial Advisors Inc | 0.01% | New | 7,429 | $202K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 7,392 | $201K |
| Condor Capital Management | 0.02% | New | 7,391 | $201K |
| Archer Investment Corp | 0.05% | Add +0.5% | 7,340 | $200K |
| Glenmede Trust Co. NA | 0.00% | — | 6,979 | $190K |
| Godsey & Gibb, Inc. | 0.02% | Add +6.2% | 6,793 | $185K |
| Crewe Advisors LLC | 0.02% | No change | 6,785 | $185K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.0% | 6,727 | $183K |
| Smartleaf Asset Management LLC | 0.01% | Add +21.1% | 6,285 | $172K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 5,979 | $163K |
| Caitlin John, LLC | 0.11% | No change | 5,961 | $162K |
| Centaurus Financial, Inc. | 0.01% | Add +1.2% | 5,866 | $160K |
| Front Row Advisors LLC | 0.05% | No change | 5,832 | $159K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,832 | $159K |
| Breakwater Investment Management | 0.05% | No change | 5,388 | $147K |
| Spire Wealth Management | 0.00% | Add +0.3% | 5,380 | $146K |
| McIlrath & Eck, LLC | 0.01% | Add +6.3% | 5,196 | $141K |
| Fairway Wealth LLC | 0.04% | No change | 4,932 | $134K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,860 | $132K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 4,362 | $119K |
| Private Trust Co. NA | 0.01% | Add +18.8% | 4,239 | $115K |
| Activest Wealth Management | 0.02% | Add +4706.9% | 4,182 | $114K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 4,159 | $113K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 3,930 | $107K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Reduce -2.2% | 3,906 | $106K |
| Arlington Trust Co LLC | 0.01% | No change | 3,885 | $106K |
| Citigroup Inc. | 0.00% | Reduce -7.9% | 3,830 | $104K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 3,712 | $101K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -10.6% | 3,613 | $98K |
| Adirondack Trust Co. | 0.03% | Add +47.4% | 3,572 | $97K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,360 | $91K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 2,922 | $85K |
| Key Capital Management, INC | 0.08% | — | 3,096 | $84K |
| Team Financial Group, LLC | 0.04% | Add +0.4% | 2,983 | $81K |
| First Community Trust NA | 0.06% | No change | 2,979 | $81K |
| Tidemark, LLC | 0.02% | Add +59.4% | 2,904 | $79K |
| SYM FINANCIAL Corp | 0.01% | No change | 2,889 | $79K |
| Navalign, LLC | 0.02% | New | 2,835 | $77K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,773 | $75K |
| MidFirst Bank | 0.01% | — | 2,661 | $72K |
| Hoey Investments, Inc. | 0.01% | No change | 2,586 | $70K |
| WealthShield Partners, LLC | 0.01% | Add +15.3% | 2,545 | $69K |
| CDKV Holdings LLC | 0.05% | — | 2,373 | $65K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,310 | $63K |
| JNBA Financial Advisors | 0.01% | No change | 2,277 | $62K |
| Triumph Capital Management | 0.01% | New | 2,244 | $61K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.3% | 2,241 | $61K |
| PFS Partners, LLC | 0.03% | No change | 2,232 | $61K |
| NFSG Corp | 0.01% | No change | 2,100 | $57K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +0.4% | 2,084 | $57K |
| Dunhill Financial, LLC | 0.02% | No change | 2,049 | $56K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -11.3% | 1,969 | $54K |
| Tsfg, LLC | 0.01% | Reduce -10.9% | 1,905 | $52K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -30.7% | 1,888 | $51K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -20.1% | 1,866 | $51K |
| Planning Project LLC | 0.01% | — | 1,842 | $50K |
| Graney & King, LLC | 0.03% | No change | 1,822 | $50K |
| SageView Advisory Group, LLC | 0.00% | New | 1,664 | $45K |
| Bogart Wealth, LLC | 0.00% | No change | 1,626 | $44K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,530 | $42K |
| RHL Group, LLC | 0.03% | — | 1,500 | $41K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,434 | $39K |
| Dagco, Inc. | 0.01% | Add +0.4% | 1,426 | $39K |
| Pinney & Scofield, Inc. | 0.02% | Add +0.3% | 1,416 | $39K |
| FWL Investment Management, LLC | 0.01% | Reduce -14.2% | 1,384 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +82.8% | 1,358 | $37K |
| Key Financial Inc | 0.01% | No change | 1,346 | $37K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -10.4% | 1,313 | $36K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 1,281 | $35K |
| Financial Connections Group, Inc. | 0.01% | Reduce -78.8% | 1,227 | $33K |
| Blue Trust, Inc. | 0.00% | Reduce -85.3% | 1,205 | $33K |
| Meramec Financial Planners, LLC | 0.01% | — | 1,080 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,145 | $31K |
| Woodside Wealth Management LLC | 0.02% | Add +6.2% | 1,106 | $30K |
| ORG Partners LLC | 0.00% | No change | 1,011 | $28K |
| Resources Management Corp. /CT/ | 0.00% | New | 995 | $27K |
| Rialto Wealth Management, LLC | 0.01% | No change | 969 | $26K |
| Heartland Advisors Inc. | 0.00% | No change | 921 | $25K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 807 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 790 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +1378.8% | 769 | $21K |
| Paladin Advisory Group, LLC | 0.02% | Reduce -24.6% | 764 | $21K |
| Salomon & Ludwin, LLC | 0.00% | No change | 747 | $21K |
| Main Management LLC | 0.00% | No change | 720 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 699 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 645 | $18K |
| Osbon Capital Management LLC | 0.02% | — | 660 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 645 | $18K |
| First United Bank & Trust | 0.01% | No change | 637 | $17K |
| Rice Partnership, LLC | 0.00% | No change | 618 | $17K |
| Noble Wealth Management PBC | 0.01% | No change | 615 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 588 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 600 | $16K |
| Financial Consulate, Inc. | 0.00% | No change | 597 | $16K |
| Optima Capital LLC | 0.01% | New | 594 | $16K |
| Operose Advisors LLC | 0.00% | Add +0.3% | 589 | $16K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -63.8% | 588 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | Add +16.8% | 585 | $16K |
| Sunbelt Securities, Inc. | 0.00% | New | 564 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 557 | $15K |
| Arax Advisory Partners | 0.00% | New | 530 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 518 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 537 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 507 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 504 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 490 | $13K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 459 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 441 | $12K |
| Armor Investment Advisors, LLC | 0.00% | New | 440 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 432 | $12K |
| Trust Co. of Vermont | 0.00% | No change | 431 | $12K |
| Investors Research Corp | 0.00% | No change | 426 | $12K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 420 | $11K |
| Ransom Advisory, Ltd | 0.00% | New | 372 | $10K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 369 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 348 | $9K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 348 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +112.0% | 318 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 327 | $9K |
| Wiser Advisor Group LLC | 0.01% | Add +0.6% | 322 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 312 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 300 | $8K |
| Greenline Wealth Management LLC | 0.01% | — | 288 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 285 | $8K |
| Solstein Capital, LLC | 0.00% | No change | 279 | $8K |
| Delta Asset Management LLC | 0.00% | Reduce -7.4% | 250 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 238 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 226 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 189 | $5K |
| Quent Capital, LLC | 0.00% | New | 173 | $5K |
| WFA of San Diego, LLC | 0.00% | No change | 171 | $5K |
| 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% | No change | 144 | $4K |
| Quaker Wealth Management, LLC | 0.00% | No change | 117 | $3K |
| Avion Wealth | 0.00% | No change | 117 | $3K |
| CX Institutional | 0.00% | Reduce -7.3% | 102 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 93 | $3K |
| Peachtree Investment Partners, LLC | 0.00% | Add +1.1% | 88 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 83 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 78 | $2K |
| Curio Wealth, LLC | 0.00% | No change | 57 | $2K |
| Prosperity Bancshares Inc | 0.00% | — | 51 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 42 | $1K |
| Wagner Wealth Management, LLC | 0.00% | No change | 32 | $864 |
| Arvest Investments, Inc. | 0.00% | No change | 15 | $408 |
| Basepoint Wealth LLC | 0.00% | New | 2 | $55 |
"% 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.