Vanguard Energy ETFVDEETF
13F holders, Q2 2026 (June 30)765holders −17
56new positions
74sold out
5famous investors
$150.23avg. 13F price*
At the end of Q2 2026, 765 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, down 17 from Q1 2026. 56 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($368.0M), Morgan Stanley ($211.8M) and UBS Group AG ($147.9M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Vanguard Energy ETF
- CUSIP
- 92204A306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $66.0M |
| Exits | 74 | $131.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,664,579 shares bought and 2,711,616 shares sold, net −1,047,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Bank of America Corp. | 0.02% | Add +24.8% | 2,451,315 | $368.0M |
| Morgan Stanley | 0.01% | Reduce -11.2% | 1,410,659 | $211.8M |
| UBS Group AG | 0.02% | Reduce -3.9% | 985,243 | $147.9M |
| Wells Fargo & Company | 0.02% | Reduce -7.5% | 903,691 | $135.7M |
| LPL Financial LLC | 0.03% | Add +3.3% | 845,537 | $126.9M |
| Wealthfront Advisers LLC | 0.23% | Reduce -1.3% | 797,265 | $119.7M |
| Beacon Capital Management, Inc. | 5.58% | Reduce -14.8% | 614,009 | $92.2M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 530,314 | $79.6M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +4.0% | 517,455 | $77.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -13.5% | 490,537 | $73.6M |
| PGIM Custom Harvest LLC | 0.74% | Add +10.8% | 392,086 | $58.9M |
| SCS Capital Management LLC | 0.53% | Add +1.0% | 372,081 | $55.9M |
| Stifel Financial Corp. | 0.04% | Add +3.7% | 312,646 | $46.9M |
| Cetera Investment Advisers | 0.04% | Reduce -13.6% | 259,891 | $39.0M |
| Empower Advisory Group, LLC | 0.09% | Reduce -0.6% | 251,027 | $37.7M |
| Ameritas Advisory Services, LLC | 0.70% | Add +43.5% | 229,440 | $34.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.0% | 224,509 | $33.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.1% | 217,849 | $32.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.3% | 212,685 | $31.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -8.9% | 203,889 | $30.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.8% | 193,821 | $29.1M |
| Greenwood Gearhart LLC | 1.31% | Add +3.2% | 187,545 | $28.2M |
| Greenline Partners, LLC | 2.58% | Add +3.6% | 169,158 | $25.4M |
| Cambridge Associates LLC /Ma/ | 0.35% | No change | 161,826 | $24.3M |
| Evergreen Capital Management LLC | 0.38% | Reduce -0.3% | 145,342 | $21.8M |
| Corient Private Wealth LP | 0.03% | Reduce -3.7% | 140,332 | $21.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.9% | 139,010 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.5% | 132,853 | $19.9M |
| Zuckerman Investment Group, LLC | 1.49% | Reduce -0.3% | 116,824 | $17.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -19.1% | 108,477 | $16.3M |
| Citadel Advisors | 0.01% | New | 105,222 | $15.8M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 101,935 | $15.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.2% | 100,926 | $15.2M |
| Allen Wealth Management, LLC | 7.33% | Reduce -7.7% | 100,242 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.8% | 93,592 | $14.1M |
| TrueWealth Financial Partners | 5.27% | Reduce -0.1% | 84,927 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +188.0% | 83,838 | $12.6M |
| CMH Wealth Management LLC | 1.83% | Add +2.2% | 79,777 | $12.0M |
| Creative Planning | 0.01% | Add +5.6% | 79,125 | $11.9M |
| SWAN Capital LLC | 3.95% | Reduce -8.9% | 76,808 | $11.5M |
| Estate Counselors, LLC | 0.91% | Reduce -15.5% | 70,139 | $10.5M |
| Polianta Ltd | 1.29% | Add +26.1% | 69,600 | $10.4M |
| Bfsg, LLC | 0.87% | Add +0.6% | 65,083 | $9.8M |
| Roundview Capital LLC | 0.53% | Add +0.1% | 64,089 | $9.6M |
| Elgethun Capital Management | 1.30% | Add +4.4% | 61,997 | $9.3M |
| Lido Advisors, LLC | 0.03% | Add +3.3% | 61,534 | $9.2M |
| Arax Advisory Partners | 0.06% | Add +1762.0% | 61,464 | $9.2M |
| Fifth Third Bancorp | 0.01% | Reduce -0.5% | 60,380 | $9.1M |
| Pathstone Holdings, LLC | 0.03% | Add +21.7% | 59,534 | $8.9M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 58,645 | $8.8M |
| Marshall Wace, LLP | 0.01% | Reduce -67.3% | 56,938 | $8.5M |
| Two Sigma Investments, LP | 0.01% | New | 55,300 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -10.6% | 55,136 | $8.3M |
| WESCAP Management Group, Inc. | 1.48% | Reduce -9.3% | 52,935 | $7.9M |
| Dunhill Financial, LLC | 1.58% | Add +28.8% | 50,901 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +2.7% | 49,652 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +14.6% | 48,813 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +403.4% | 49,184 | $7.4M |
| KCM Investment Advisors LLC | 0.21% | Reduce -4.7% | 47,440 | $7.1M |
| Cerity Partners LLC | 0.01% | Add +2.0% | 46,178 | $6.9M |
| Bellwether Advisors, LLC | 1.02% | New | 45,967 | $6.9M |
| Choreo, LLC | 0.07% | Reduce -0.5% | 45,277 | $6.8M |
| Prospera Financial Services Inc | 0.10% | Add +32.4% | 45,175 | $6.8M |
| Miramontes Capital, LLC | 2.03% | Reduce -1.4% | 43,546 | $6.5M |
| Mariner, LLC | 0.01% | Add +27.6% | 43,488 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.9% | 42,920 | $6.4M |
| Quantinno Capital Management LP | 0.01% | Add +16.7% | 42,745 | $6.4M |
| Assetmark, Inc. | 0.01% | Add +87.0% | 42,573 | $6.4M |
| Brookstone Capital Management | 0.06% | Add +13.0% | 42,540 | $6.4M |
| Atria Investments, Inc | 0.06% | Add +3.6% | 42,020 | $6.3M |
| Gerald Baker Financial Group LLC | 1.77% | Reduce -11.6% | 41,521 | $6.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +17848.0% | 41,460 | $6.2M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -15.4% | 41,043 | $6.2M |
| Strengthening Families & Communities, LLC | 1.36% | Add +1.0% | 40,677 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +13.2% | 38,484 | $5.8M |
| Guardian Wealth Management, LLC | 1.60% | Reduce -6.9% | 38,044 | $5.7M |
| M Holdings Securities, Inc. | 0.77% | Reduce -17.7% | 37,063 | $5.6M |
| Montag A & Associates Inc. | 0.24% | Reduce -28.1% | 37,024 | $5.6M |
| Grove Bank & Trust | 0.55% | Reduce -52.1% | 36,816 | $5.5M |
| LRI Investments, LLC | 0.43% | Reduce -0.3% | 35,822 | $5.4M |
| Anchor Investment Management, LLC | 0.39% | Reduce -5.8% | 34,917 | $5.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -49.4% | 34,852 | $5.2M |
| M&T Bank Corp | 0.02% | Reduce -12.0% | 34,692 | $5.2M |
| GoalFusion Wealth Management, LLC | 2.10% | Add +10.0% | 34,639 | $5.2M |
| Flatrock Wealth Partners LLC | 2.02% | Reduce -3.9% | 34,265 | $5.1M |
| AQR Capital Management | 0.00% | Add +124.7% | 33,841 | $5.1M |
| Twin Focus Capital Partners, LLC | 0.50% | Reduce -0.8% | 32,961 | $4.9M |
| Hollencrest Capital Management | 0.32% | No change | 32,531 | $4.9M |
| Royal Fund Management, LLC | 0.40% | Add +6.4% | 32,252 | $4.8M |
| Journey Advisory Group, LLC | 0.37% | New | 32,074 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -14.0% | 31,906 | $4.8M |
| Truist Financial Corp. | 0.01% | Reduce -5.6% | 31,884 | $4.8M |
| CX Institutional | 0.13% | Add +5.8% | 30,284 | $4.5M |
| Parallel Advisors, LLC | 0.07% | Reduce -1.4% | 29,890 | $4.5M |
| FMR LLC | 0.00% | Add +23.9% | 29,713 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 28,768 | $4.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.4% | 28,483 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.0% | 30,473 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -26.4% | 27,752 | $4.2M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +2.9% | 27,171 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.8% | 27,099 | $4.1M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -44.6% | 26,932 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.3% | 26,815 | $4.0M |
| Alexander Labrunerie & Co., Inc. | 1.42% | Add +15.3% | 26,671 | $4.0M |
| Seamount Financial Group Inc. | 1.61% | Add +0.2% | 26,520 | $4.0M |
| Tranquilli Financial Advisor LLC | 2.13% | Reduce -3.7% | 26,418 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 26,342 | $4.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -31.7% | 25,978 | $3.9M |
| Valmark Advisers, Inc. | 0.04% | Add +1.3% | 25,743 | $3.9M |
| D. E. Shaw & Co. | 0.00% | New | 25,657 | $3.9M |
| Keudell/Morrison Wealth Management | 0.72% | Reduce -1.4% | 25,412 | $3.8M |
| Uptown Financial Advisors LLC | 2.78% | Reduce -0.9% | 25,298 | $3.8M |
| Silver Coast Investments LLC | 1.10% | Add +8.8% | 24,544 | $3.7M |
| Retirement Planning Group, LLC | 0.09% | Add +715.9% | 24,029 | $3.6M |
| Waldron Private Wealth LLC | 0.12% | No change | 23,694 | $3.6M |
| Newport Capital Group, LLC | 1.99% | Add +10.3% | 23,576 | $3.5M |
| Smallwood Wealth Investment Management, LLC | 1.53% | Add +2.0% | 23,274 | $3.5M |
| Cherry Creek Investment Advisors, Inc. | 1.37% | Add +0.4% | 23,176 | $3.5M |
| Citizens Financial Group Inc. | 0.04% | Add +154.3% | 22,856 | $3.4M |
| Arkadios Wealth Advisors | 0.05% | Reduce -5.5% | 22,821 | $3.4M |
| Atlas Capital Advisors Inc. | 0.37% | Add +16.9% | 22,350 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -71.7% | 22,283 | $3.3M |
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 22,076 | $3.3M |
| AlphaCore Capital LLC | 0.06% | Reduce -3.6% | 21,933 | $3.3M |
| Stegent Equity Advisors, Inc. | 2.34% | Reduce -32.9% | 21,748 | $3.3M |
| Richmond Brothers, Inc. | 1.69% | Reduce -55.9% | 21,692 | $3.3M |
| Sarasin & Partners LLP | 0.04% | Reduce -7.7% | 21,605 | $3.2M |
| My Personal CFO, LLC | 1.26% | Add +0.2% | 21,496 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 20,781 | $3.1M |
| Mission Wealth Management, LP | 0.04% | Add +87.7% | 20,738 | $3.1M |
| J. M. Brown & Associates Inc. | 1.74% | — | 20,287 | $3.0M |
| North Forty Two & Co. | 2.56% | Add +0.3% | 20,072 | $3.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +9.5% | 19,860 | $3.0M |
| Strategic Investment Solutions, Inc. | 0.67% | Reduce -23.7% | 19,616 | $2.9M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +0.9% | 19,491 | $2.9M |
| Go Invest LLC | 0.68% | Add +11.4% | 19,415 | $2.9M |
| Flow Traders U.S. LLC | 0.12% | Add +34.0% | 19,341 | $2.9M |
| Ieq Capital, LLC | 0.01% | Reduce -0.8% | 19,331 | $2.9M |
| Focus Partners Wealth | 0.00% | Reduce -40.6% | 18,490 | $2.8M |
| Founders Grove Wealth Partners, LLC | 0.54% | Reduce -13.7% | 18,141 | $2.7M |
| RFG Holdings, Inc. | 0.57% | Reduce -0.2% | 18,095 | $2.7M |
| North Star Asset Management Inc. | 0.11% | Reduce -2.6% | 18,094 | $2.7M |
| Bokf, NA | 0.04% | No change | 17,920 | $2.7M |
| Financial Freedom, LLC | 1.23% | Add +0.4% | 17,854 | $2.7M |
| Blair William & Co. | 0.01% | Add +34.7% | 17,483 | $2.6M |
| XTX Topco Ltd | 0.03% | Add +450.8% | 17,471 | $2.6M |
| World Investment Advisors | 0.04% | Reduce -12.9% | 15,170 | $2.6M |
| HRT Financial LP | 0.00% | New | 16,889 | $2.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -13.1% | 16,804 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.4% | 16,751 | $2.5M |
| Trinity Legacy Partners, LLC | 0.50% | Reduce -0.3% | 15,521 | $2.5M |
| Savant Capital, LLC | 0.01% | Add +107.4% | 15,314 | $2.5M |
| Simplicity Wealth,LLC | 0.08% | Add +130.3% | 15,746 | $2.4M |
| WBH Advisory Inc. | 0.16% | Reduce -1.7% | 15,654 | $2.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +9.1% | 15,334 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -25.8% | 15,327 | $2.3M |
| Fca Corp. | 0.55% | Add +2.2% | 14,998 | $2.3M |
| Capital Wealth Alliance, LLC | 1.02% | Reduce -6.2% | 14,695 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -4.2% | 14,678 | $2.2M |
| Indie Asset Partners, LLC | 2.10% | Reduce -1.6% | 14,602 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Add +7.2% | 14,495 | $2.2M |
| Brighton Jones LLC | 0.04% | Add +5.6% | 14,487 | $2.2M |
| Syon Capital LLC | 0.09% | Add +6.0% | 14,381 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.8% | 14,329 | $2.2M |
| Private Wealth Advisors, LLC | 0.63% | Reduce -1.7% | 13,983 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -53.5% | 13,897 | $2.1M |
| Boxwood Ventures, Inc. | 1.24% | Reduce -50.0% | 13,860 | $2.1M |
| Commerce Bank | 0.01% | Add +89.7% | 13,855 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -10.9% | 13,714 | $2.1M |
| Elite Financial, Inc. | 0.80% | Reduce -8.7% | 13,175 | $2.0M |
| Global Retirement Partners, LLC | 0.03% | — | 13,137 | $2.0M |
| SHUTTLEWORTH & Co | 1.58% | Add +2.3% | 13,123 | $2.0M |
| O'ROURKE & COMPANY, Inc | 0.68% | Reduce -2.7% | 12,903 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 12,819 | $1.9M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -3.0% | 12,784 | $1.9M |
| Bull Harbor Capital LLC | 0.37% | New | 12,737 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -41.5% | 12,598 | $1.9M |
| Gibraltar Capital Management, Inc. | 0.29% | No change | 12,575 | $1.9M |
| Salomon & Ludwin, LLC | 0.15% | Reduce -0.6% | 12,627 | $1.9M |
| Trust Co. of Oklahoma | 0.48% | Reduce -3.4% | 12,493 | $1.9M |
| Evolution Wealth Advisors, LLC | 0.22% | No change | 12,485 | $1.9M |
| Accel Wealth Management | 0.41% | Reduce -13.2% | 12,175 | $1.8M |
| Park National Corp. | 0.05% | Reduce -0.2% | 12,068 | $1.8M |
| Bonfire Financial | 1.15% | Add +2.0% | 11,911 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.6% | 11,768 | $1.8M |
| Stapp Wealth Management, PLLC | 2.26% | Add +0.5% | 11,530 | $1.7M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -11.0% | 11,510 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +14.4% | 11,483 | $1.7M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.0% | 11,307 | $1.7M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -15.1% | 11,208 | $1.7M |
| Partners Wealth Management, LLC | 1.62% | Add +0.0% | 11,012 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -25.6% | 11,009 | $1.7M |
| Meridian Wealth Management, LLC | 0.05% | Add +8.2% | 10,979 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -1.8% | 10,937 | $1.6M |
| Hershey Financial Advisers, LLC | 1.15% | Reduce -12.1% | 10,707 | $1.6M |
| Kintra Wealth, LLC | 0.08% | Add +0.9% | 9,220 | $1.6M |
| Essex Financial Services, Inc. | 0.08% | Add +0.0% | 10,232 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.4% | 10,130 | $1.5M |
| Noble Family Wealth, LLC | 0.27% | Reduce -13.8% | 10,113 | $1.5M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -1.2% | 9,765 | $1.5M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -11.9% | 9,708 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -5.4% | 9,308 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 9,302 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.6% | 9,286 | $1.4M |
| Rather & Kittrell, Inc. | 0.19% | No change | 9,255 | $1.4M |
| RFG Advisory, LLC | 0.02% | Reduce -7.3% | 9,209 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -4.8% | 9,092 | $1.4M |
| First Heartland Consultants, Inc. | 0.09% | Reduce -0.3% | 9,073 | $1.4M |
| Asset Management Group, Inc. | 0.20% | Reduce -3.3% | 9,051 | $1.4M |
| Carolina Wealth Management Inc | 0.62% | — | 9,033 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.2% | 8,937 | $1.3M |
| Betterment LLC | 0.00% | Add +47.1% | 8,855 | $1.3M |
| NWF Advisory Services Inc. | 0.12% | Add +0.7% | 8,804 | $1.3M |
| Evelyn Partners Group Ltd | 0.02% | — | 10,306 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.9% | 8,788 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.6% | 8,753 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.6% | 8,723 | $1.3M |
| Athena Investment Management | 0.76% | Reduce -19.6% | 8,561 | $1.3M |
| Whittier Trust Co. | 0.01% | Reduce -0.3% | 8,558 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +4.0% | 8,550 | $1.3M |
| Fiduciary Group, LLC | 0.10% | Reduce -1.2% | 8,540 | $1.3M |
| Buck Wealth Strategies, LLC | 0.13% | New | 8,451 | $1.3M |
| Point72 Asset Management | 0.00% | New | 8,344 | $1.3M |
| Salem Investment Counselors Inc. | 0.03% | No change | 8,234 | $1.2M |
| Comprehensive Money Management Services LLC | 0.77% | Reduce -2.0% | 8,188 | $1.2M |
| Baker Ellis Asset Management LLC | 0.13% | Reduce -6.3% | 8,175 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.7% | 8,134 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.25% | Add +34.4% | 8,123 | $1.2M |
| Fisher Asset Management | 0.00% | Reduce -11.0% | 8,094 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | Add +269.7% | 8,007 | $1.2M |
| 55 North Private Wealth, LLC | 0.24% | No change | 8,000 | $1.2M |
| Sonata Capital Group Inc. | 0.38% | Reduce -5.9% | 7,920 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.05% | Add +3.8% | 7,872 | $1.2M |
| Simmons Bank | 0.07% | Reduce -0.2% | 7,848 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | Add +1.4% | 7,814 | $1.2M |
| &partners | 0.00% | Reduce -1.4% | 7,795 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.9% | 7,566 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -40.1% | 7,483 | $1.1M |
| Goldstone Financial Group, LLC | 0.10% | Reduce -0.9% | 7,380 | $1.1M |
| Cove Private Wealth, LLC | 0.21% | No change | 7,375 | $1.1M |
| Factor Wealth Management LTD | 0.17% | Reduce -16.1% | 7,284 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +10.6% | 7,222 | $1.1M |
| Caprock Group, LLC | 0.02% | Add +140.3% | 7,194 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 7,174 | $1.1M |
| Centaurus Financial, Inc. | 0.04% | Reduce -69.0% | 7,150 | $1.1M |
| Financial Management Network Inc. | 0.15% | Reduce -8.6% | 6,557 | $1.1M |
| Sharper & Granite LLC | 0.33% | Reduce -24.6% | 7,082 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -28.3% | 7,070 | $1.1M |
| Versant Capital Management, Inc | 0.09% | Add +0.1% | 6,966 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -8.7% | 6,871 | $1.0M |
| One Capital Management, LLC | 0.03% | No change | 5,957 | $1.0M |
| Two Sigma Securities, LLC | 0.09% | New | 6,777 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -27.4% | 6,741 | $1.0M |
| Praetorian Wealth Management, Inc. | 0.17% | Reduce -0.0% | 6,629 | $995K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -1.2% | 6,588 | $989K |
| Kovack Advisors, Inc. | 0.05% | Add +4.7% | 6,596 | $988K |
| MAI Capital Management | 0.00% | Add +13.5% | 6,514 | $978K |
| Madison Wealth Partners, Inc | 0.12% | Add +2.6% | 6,489 | $974K |
| Allworth Financial LP | 0.00% | Reduce -2.3% | 6,482 | $973K |
| Wealthspire Advisors, LLC | 0.01% | Add +7.0% | 6,448 | $968K |
| Stephens Inc. | 0.01% | Add +1.3% | 6,430 | $965K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +9.9% | 6,409 | $962K |
| Woodward Diversified Capital, LLC | 0.42% | Reduce -11.2% | 6,401 | $961K |
| Fee-Only Financial Planning, L.C. | 0.51% | Reduce -8.6% | 6,400 | $961K |
| Advisors Capital Management, LLC | 0.01% | Reduce -7.0% | 6,379 | $958K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.6% | 6,323 | $949K |
| Blackston Financial Advisory Group, LLC | 0.53% | Add +3.7% | 6,254 | $939K |
| Financial Perspectives, Inc | 0.23% | Add +0.2% | 6,249 | $938K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -8.0% | 6,117 | $918K |
| Global Strategic Investment Solutions, LLC | 0.08% | No change | 6,093 | $915K |
| GFS Advisors, LLC | 0.10% | No change | 1,800 | $906K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,015 | $903K |
| First Bancorp, Inc | 0.34% | Reduce -13.8% | 5,796 | $870K |
| Sheets Smith Wealth Management | 0.09% | Reduce -4.7% | 5,768 | $866K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -25.9% | 5,739 | $862K |
| Argentarii, LLC | 0.26% | No change | 4,985 | $857K |
| Parsons Capital Management Inc. | 0.04% | No change | 5,698 | $855K |
| CGN Advisors LLC | 0.06% | Reduce -8.1% | 5,690 | $854K |
| Dahring | Cusmano LLC | 0.45% | Add +12.7% | 5,683 | $853K |
| Phillips Financial Management, LLC | 0.06% | Reduce -1.2% | 5,664 | $850K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -5.5% | 5,651 | $848K |
| Tranquility Partners, LLC | 0.29% | Add +2.0% | 5,550 | $833K |
| Jacobs Equity LLC | 0.57% | Add +15.8% | 5,511 | $827K |
| Center for Financial Planning, Inc. | 0.08% | No change | 5,494 | $825K |
| Focus Financial Network, Inc. | 0.03% | Reduce -5.5% | 5,477 | $822K |
| Colony Family Offices, LLC | 0.18% | No change | 5,471 | $821K |
| Vista Investment Management | 0.25% | Reduce -2.2% | 5,462 | $820K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -11.8% | 5,443 | $817K |
| Krilogy Financial LLC | 0.02% | Reduce -1.7% | 5,331 | $800K |
| Fiduciary Alliance LLC | 0.05% | Reduce -0.2% | 5,317 | $798K |
| Laurel Oak Wealth Management, LLC | 0.12% | Add +1.3% | 5,302 | $796K |
| VPR Management LLC | 0.32% | No change | 5,300 | $796K |
| First Financial Corp. | 0.27% | Reduce -6.1% | 5,289 | $794K |
| Nordwand Advisors, LLC | 0.12% | No change | 5,240 | $787K |
| Evanson Financial, LLC | 0.04% | — | 5,237 | $786K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 5,235 | $786K |
| Vise Technologies, Inc. | 0.01% | New | 5,225 | $784K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.3% | 5,222 | $784K |
| MontVue Capital Management, Inc. | 0.45% | No change | 5,156 | $774K |
| Atlantic Union Bankshares Corp | 0.01% | Add +1.3% | 5,096 | $765K |
| Wealth Care LLC | 0.62% | Reduce -12.4% | 5,088 | $764K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 4,400 | $761K |
| PDS Planning, Inc | 0.04% | Reduce -0.2% | 5,067 | $761K |
| Kingsbury Capital Investment Advisors LLC | 0.64% | Add +271.7% | 5,059 | $760K |
| KMT Wealth Management, LLC | 0.64% | New | 5,059 | $760K |
| AE Wealth Management LLC | 0.00% | Reduce -72.4% | 5,017 | $753K |
| Fiduciary Trust Co | 0.01% | Reduce -3.1% | 4,993 | $750K |
| TMB Capital Partners, LLC | 0.23% | Reduce -1.2% | 4,948 | $743K |
| Carnegie Investment Counsel | 0.01% | Add +0.8% | 4,935 | $741K |
| Integrated Wealth Concepts LLC | 0.00% | Add +15.8% | 4,920 | $739K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -9.1% | 4,858 | $729K |
| Xcelsior Advisor Partners LLC | 0.10% | Reduce -21.4% | 4,844 | $727K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 4,643 | $722K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.8% | 4,807 | $722K |
| John A. Wolfe & Associates, Inc. | 0.99% | Reduce -5.4% | 4,804 | $721K |
| Cora Capital Advisors LLC | 0.20% | Reduce -5.0% | 4,799 | $721K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.3% | 4,744 | $713K |
| GWN Securities Inc. | 0.12% | Add +11.9% | 4,740 | $712K |
| StoneX Group Inc. | 0.03% | Add +208.3% | 4,545 | $709K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.0% | 4,703 | $706K |
| JM2 Capital Inc. | 0.48% | Reduce -0.3% | 4,636 | $696K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -16.2% | 4,621 | $694K |
| Scotia Capital Inc. | 0.00% | No change | 4,601 | $691K |
| Sidoxia Capital Management, LLC | 0.50% | Add +1.8% | 4,571 | $686K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 4,515 | $678K |
| Tudor Financial Inc. | 0.30% | Reduce -0.4% | 4,505 | $676K |
| Bailard, Inc. | 0.01% | Reduce -5.7% | 4,442 | $667K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -47.4% | 4,345 | $652K |
| Summit Financial, LLC | 0.01% | Reduce -0.5% | 4,301 | $646K |
| GTS Securities LLC | 0.01% | New | 4,263 | $640K |
| Brown Advisory Inc. | 0.00% | Add +78.0% | 4,234 | $636K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -0.7% | 4,183 | $628K |
| Global Wealth Management, LLC | 0.32% | Add +8.1% | 4,140 | $622K |
| Birchcreek Wealth Management, LLC | 0.24% | Add +1.0% | 4,138 | $621K |
| Investment Research & Advisory Group, Inc. | 0.19% | Add +0.7% | 4,110 | $617K |
| Caldwell Sutter Capital, Inc. | 0.23% | Reduce -1.4% | 4,098 | $615K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -20.8% | 4,087 | $614K |
| Union Savings Bank | 0.25% | Reduce -3.7% | 4,071 | $611K |
| American Institute for Advanced Investment Management, LLP | 0.35% | No change | 4,055 | $609K |
| EFG International AG | 0.01% | No change | 4,054 | $609K |
| Simplex Trading, LLC | 0.02% | Add +42.7% | 4,052 | $608K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 4,031 | $605K |
| Exit Wealth Advisors, LLC. | 0.28% | Reduce -28.0% | 4,026 | $604K |
| Stokes Family Office, LLC | 0.07% | No change | 4,000 | $601K |
| Baird Financial Group, Inc. | 0.00% | Reduce -24.4% | 3,981 | $598K |
| WPWealth LLP | 0.09% | No change | 3,947 | $593K |
| IVC Wealth Advisors LLC | 0.23% | Reduce -7.1% | 3,940 | $592K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -63.3% | 3,929 | $590K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -16.2% | 3,911 | $587K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +200.3% | 3,874 | $582K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 3,816 | $573K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -2.3% | 3,810 | $572K |
| Clearstead Advisors, LLC | 0.01% | Add +15.8% | 3,779 | $567K |
| Safe Harbor Fiduciary, LLC | 0.44% | Add +6.3% | 3,745 | $562K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 3,740 | $561K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 3,734 | $561K |
| Holderness Investments Co. | 0.09% | Add +1.7% | 3,718 | $558K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.8% | 3,685 | $553K |
| Sittner & Nelson, LLC | 0.17% | No change | 3,680 | $552K |
| Coppell Advisory Solutions LLC | 0.05% | New | 4,015 | $552K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -12.9% | 3,666 | $550K |
| UNIVEST FINANCIAL Corp | 0.03% | No change | 3,660 | $549K |
| Harbour Investments, Inc. | 0.01% | Add +4.2% | 3,657 | $549K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,656 | $549K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,650 | $545K |
| Avion Wealth | 0.10% | Add +5.6% | 3,619 | $543K |
| Advantage Trust Co | 0.19% | No change | 3,615 | $543K |
| Valtrion Capital Management, LLC | 0.40% | Add +2.6% | 3,612 | $542K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 3,571 | $536K |
| Apollon Wealth Management, LLC | 0.01% | Add +113.7% | 3,569 | $536K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.4% | 3,542 | $532K |
| Disciplined Investments, LLC | 0.17% | Add +0.7% | 3,524 | $529K |
| Principle Wealth Partners LLC | 0.03% | Reduce -10.1% | 3,511 | $527K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.7% | 3,467 | $520K |
| Boston Family Office LLC | 0.03% | Reduce -10.8% | 3,454 | $519K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.5% | 3,431 | $515K |
| Brookwood Investment Group LLC | 0.06% | Reduce -11.3% | 3,430 | $515K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.7% | 3,405 | $511K |
| Principal Securities, Inc. | 0.01% | Reduce -82.4% | 3,396 | $510K |
| Chatham Capital Group, Inc. | 0.07% | No change | 3,395 | $510K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +28.1% | 3,287 | $509K |
| High Net Worth Advisory Group LLC | 0.11% | Add +0.9% | 3,384 | $508K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -2.5% | 3,363 | $505K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.5% | 3,300 | $495K |
| Hoge Financial Services, LLC | 0.24% | Reduce -3.0% | 3,298 | $495K |
| DV Trading LLC | 0.04% | New | 3,283 | $493K |
| Clear Wave Wealth Management LLC | 0.11% | No change | 3,250 | $488K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +0.4% | 3,212 | $482K |
| Integrity Alliance, Llc. | 0.02% | Reduce -75.9% | 3,203 | $481K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 3,200 | $480K |
| Nilsine Partners, LLC | 0.03% | Add +1.8% | 3,184 | $478K |
| Garde Capital, Inc. | 0.02% | No change | 3,172 | $476K |
| TD Private Client Wealth LLC | 0.01% | Reduce -35.9% | 3,166 | $475K |
| Enclave Advisors LLC | 0.06% | Reduce -54.3% | 3,152 | $473K |
| Legacy Wealth Managment, LLC | 0.19% | New | 3,150 | $473K |
| BOS Asset Management, LLC | 0.11% | Add +0.1% | 3,143 | $472K |
| McClarren Financial Advisors, Inc. | 0.24% | Reduce -2.5% | 3,115 | $468K |
| United Advisor Group, LLC | 0.05% | Add +1.3% | 3,112 | $467K |
| Maridea Wealth Management LLC | 0.05% | Add +153.6% | 3,104 | $466K |
| Elm Partners Management LLC | 0.02% | New | 3,097 | $465K |
| Capital Advantage, Inc. | 0.06% | Add +0.0% | 3,090 | $464K |
| Cambridge Advisors Inc. | 0.08% | No change | 3,073 | $461K |
| FreeGulliver LLC | 0.16% | No change | 3,042 | $457K |
| Cape Cod Five Cents Savings Bank | 0.04% | — | 3,036 | $456K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.4% | 3,036 | $456K |
| Manchester Capital Management LLC | 0.06% | Add +3.5% | 3,029 | $455K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +7.1% | 3,022 | $454K |
| Blume Capital Management, Inc. | 0.07% | Reduce -1.6% | 3,010 | $452K |
| World Equity Group, Inc. | 0.10% | New | 2,984 | $448K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -17.3% | 2,652 | $446K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 2,936 | $441K |
| Certified Advisory Corp | 0.04% | No change | 2,933 | $440K |
| Ted Buchan & Co | 0.14% | No change | 2,901 | $436K |
| One Charles Private Wealth Services, LLC | 0.10% | Reduce -3.8% | 2,867 | $430K |
| Vanguard National Trust Co | 0.02% | No change | 2,867 | $430K |
| Sherry Group, Inc. | 0.42% | Reduce -2.3% | 2,829 | $428K |
| Solutions 4 Wealth, Ltd | 0.55% | No change | 2,824 | $424K |
| Cibc World Market Inc. | 0.00% | Reduce -80.6% | 2,813 | $422K |
| Capital Analysts, LLC | 0.01% | Reduce -13.0% | 2,811 | $422K |
| Panoramic Investment Advisors, LLC | 0.20% | Reduce -3.6% | 2,799 | $420K |
| Ethos Financial Group, LLC | 0.03% | Add +0.2% | 2,544 | $420K |
| Trinity Financial Advisors LLC | 0.11% | Add +0.1% | 2,797 | $420K |
| BSW Wealth Partners | 0.05% | No change | 2,789 | $419K |
| SC&H Financial Advisors, Inc. | 0.06% | Reduce -2.6% | 2,789 | $419K |
| Idaho Trust Co | 0.12% | Reduce -2.8% | 2,778 | $417K |
| RBA Wealth Management, LLC | 0.15% | Add +3.9% | 2,745 | $412K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 2,733 | $410K |
| Trust Point Inc. | 0.03% | No change | 2,731 | $410K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.0% | 2,726 | $409K |
| Summit Trail Advisors, LLC | 0.01% | No change | 2,721 | $409K |
| Avalon Capital Management | 0.10% | No change | 2,718 | $408K |
| Klingman & Associates, LLC | 0.02% | Reduce -42.5% | 2,707 | $406K |
| Disciplined Investors, L.L.C. | 0.20% | Add +0.3% | 2,699 | $405K |
| Chemistry Wealth Management LLC | 0.07% | No change | 2,699 | $405K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -3.5% | 2,599 | $390K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -34.3% | 2,592 | $389K |
| Compass Financial Group, INC | 0.04% | Reduce -29.9% | 2,571 | $386K |
| Titleist Asset Management, LLC | 0.03% | Reduce -10.8% | 2,569 | $386K |
| Diesslin Group, Inc. | 0.15% | Reduce -11.9% | 2,559 | $384K |
| Planning Strategies Inc. | 0.24% | — | 2,555 | $384K |
| Financial & Tax Architects, LLC | 0.08% | Reduce -3.5% | 2,554 | $383K |
| Calder Financial LLC | 0.36% | Reduce -15.5% | 2,546 | $382K |
| Independent Wealth Network Inc. | 0.10% | Reduce -29.6% | 2,542 | $382K |
| Rockbridge Investment Management, LCC | 0.03% | Add +3.5% | 2,535 | $381K |
| Roble, Belko & Company, Inc | 0.04% | Add +0.3% | 2,527 | $379K |
| Bayshore Capital Advisors, LLC | 0.18% | No change | 2,522 | $379K |
| PKS Advisory Services, LLC | 0.06% | Add +0.1% | 2,522 | $379K |
| Central Valley Advisors, LLC | 0.10% | Reduce -8.6% | 2,502 | $376K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.25% | New | 2,468 | $371K |
| Intellectus Partners, LLC | 0.06% | Add +0.3% | 2,455 | $369K |
| Sequent Planning LLC | 0.08% | Add +0.0% | 2,437 | $366K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | Add +0.0% | 2,417 | $363K |
| IFG Advisory, LLC | 0.01% | Add +469.6% | 2,415 | $363K |
| American Trust | 0.03% | Add +1.6% | 2,396 | $360K |
| Steel Grove Capital Advisors, LLC | 0.03% | Add +1.5% | 2,375 | $357K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.3% | 2,365 | $355K |
| Bluesphere Advisors LLC | 0.11% | No change | 2,354 | $353K |
| Sound Income Strategies, LLC | 0.02% | Add +9.7% | 2,350 | $353K |
| Windsor Advisory Group, LLC | 0.25% | No change | 2,323 | $349K |
| Patten & Patten Inc. | 0.02% | No change | 2,318 | $348K |
| Northside Capital Management, LLC | 0.03% | No change | 2,308 | $347K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -5.3% | 2,305 | $346K |
| Strategic Financial Concepts, LLC | 0.10% | Add +22.0% | 2,301 | $345K |
| Cowa, LLC | 0.09% | No change | 2,300 | $345K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,290 | $344K |
| Madden Advisory Services, Inc. | 0.12% | Add +4.5% | 2,289 | $344K |
| Rathbones Group PLC | 0.00% | Add +19.8% | 2,265 | $340K |
| Optima Capital LLC | 0.13% | Add +51.4% | 2,258 | $339K |
| Caitlin John, LLC | 0.18% | Reduce -15.3% | 2,222 | $334K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -0.8% | 2,222 | $334K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +10.5% | 2,210 | $332K |
| CRA Financial Services, LLC | 0.04% | No change | 2,209 | $332K |
| NewEdge Wealth, LLC | 0.00% | Add +79.6% | 2,207 | $331K |
| Liberty Square Wealth Partners LLC | 0.08% | Add +47.5% | 2,206 | $331K |
| Firestone Capital Management | 0.06% | Add +0.1% | 2,203 | $331K |
| Sentinel Trust Co. Lba | 0.03% | No change | 2,170 | $326K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,157 | $324K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.7% | 2,151 | $323K |
| HBK Sorce Advisory LLC | 0.01% | New | 1,995 | $322K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -20.7% | 2,147 | $322K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,144 | $322K |
| Welch Group, LLC | 0.01% | No change | 2,141 | $321K |
| NorthLanding Financial Partners, LLC | 0.22% | Add +0.7% | 2,140 | $321K |
| Covestor Ltd | 0.18% | Reduce -10.0% | 2,126 | $319K |
| Sankala Group LLC | 0.21% | No change | 1,769 | $317K |
| Strategic Advocates LLC | 1.23% | Reduce -12.1% | 2,109 | $317K |
| Tiaa Trust, National Association | 0.02% | No change | 2,105 | $316K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,100 | $315K |
| Opus Capital Group, LLC | 0.03% | Add +0.2% | 2,086 | $313K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.8% | 2,083 | $313K |
| Mission Creek Capital Partners, Inc. | 0.05% | New | 2,081 | $312K |
| PFG Investments, LLC | 0.01% | Add +24.4% | 2,072 | $311K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,070 | $311K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 2,053 | $308K |
| Hanover Advisors Inc. | 0.11% | Reduce -0.1% | 2,052 | $308K |
| Claret Asset Management Corp | 0.03% | No change | 2,050 | $308K |
| Plan Group Financial, LLC | 0.06% | Reduce -3.1% | 2,049 | $308K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,848 | $304K |
| Diversify Wealth Management, LLC | 0.01% | Add +11.2% | 1,848 | $304K |
| KDK Private Wealth Management, LLC | 0.25% | Reduce -4.5% | 2,018 | $303K |
| Geneos Wealth Management Inc. | 0.01% | Add +78.2% | 2,012 | $302K |
| FLC Capital Advisors | 0.05% | No change | 2,000 | $300K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -5.5% | 1,995 | $300K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -5.4% | 1,995 | $300K |
| Black Diamond Financial, LLC | 0.03% | No change | 1,991 | $299K |
| Stonebridge Financial Group, LLC | 0.04% | — | 1,987 | $298K |
| Northeast Investment Management | 0.01% | No change | 1,975 | $297K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 1,957 | $294K |
| Matauro, LLC | 0.04% | Add +7.8% | 1,946 | $292K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,925 | $289K |
| Myecfo, LLC | 0.11% | Reduce -22.7% | 1,922 | $289K |
| Bogart Wealth, LLC | 0.01% | No change | 1,894 | $284K |
| Silver Oak Securities, Incorporated | 0.02% | Add +2.5% | 1,890 | $284K |
| Warner Financial, Inc. | 0.08% | Add +0.4% | 1,883 | $283K |
| Nuveen, LLC | 0.00% | New | 1,873 | $281K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.4% | 1,871 | $281K |
| Kera Capital Partners, Inc. | 0.03% | New | 1,863 | $280K |
| Savvy Advisors, Inc. | 0.01% | Add +32.5% | 1,863 | $280K |
| Petix & Botte Co | 0.06% | Add +100.0% | 1,844 | $277K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.3% | 1,837 | $276K |
| Prostatis Group LLC | 0.06% | Reduce -1.4% | 1,828 | $274K |
| Howard Wealth Management, LLC | 0.10% | Add +0.3% | 1,826 | $274K |
| Benjamin Edwards Inc. | 0.00% | New | 1,823 | $274K |
| Harbor Asset Planning, Inc. | 0.20% | Add +0.7% | 1,802 | $271K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -76.6% | 1,788 | $268K |
| Baker Avenue Asset Management, LP | 0.01% | Add +18.1% | 1,773 | $266K |
| Arsenal Capital Advisors LLC | 0.16% | Add +0.2% | 1,769 | $266K |
| Level Four Advisory Services, LLC | 0.01% | Add +3.2% | 1,761 | $265K |
| Twelve Points Wealth Management LLC | 0.05% | No change | 1,745 | $262K |
| Peak Retirement Planning, Inc. | 0.04% | New | 1,728 | $259K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,710 | $257K |
| QRG Capital Management, Inc. | 0.00% | Add +26.7% | 1,697 | $255K |
| Apella Capital, LLC | 0.00% | Add +7.6% | 1,651 | $255K |
| Fischer Financial Services, Inc. | 0.06% | Reduce -9.0% | 1,673 | $251K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -11.1% | 1,666 | $250K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Add +4.8% | 1,665 | $250K |
| Wealthcare Capital Partners, LLC | 0.10% | Add +9.9% | 1,665 | $250K |
| Boltwood Capital Management | 0.06% | Reduce -1.8% | 1,659 | $249K |
| Ritholtz Wealth Management | 0.00% | Add +10.3% | 1,655 | $249K |
| Red Crane Wealth Management, LLC | 0.18% | No change | 1,650 | $248K |
| Liberty Wealth Management LLC | 0.03% | No change | 1,414 | $245K |
| Victory Financial Group, LLC | 0.03% | Reduce -0.3% | 1,625 | $244K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -6.1% | 1,620 | $243K |
| Smith, Moore & Co. | 0.02% | No change | 1,602 | $241K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -5.9% | 1,600 | $240K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -97.1% | 1,578 | $237K |
| waypoint wealth counsel | 0.15% | Add +0.1% | 1,567 | $235K |
| Strait & Sound Wealth Management LLC | 0.08% | Reduce -5.4% | 1,565 | $235K |
| Security Financial Services, INC. | 0.03% | Add +12.0% | 1,554 | $233K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 1,550 | $233K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 1,550 | $233K |
| First PREMIER Bank | 0.04% | No change | 1,548 | $232K |
| Capital Investment Counsel, LLC | 0.03% | No change | 1,545 | $232K |
| Diversified Trust Co. | 0.00% | New | 1,538 | $231K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -8.3% | 1,520 | $228K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,513 | $227K |
| Mainsail Asset Management, LLC | 0.09% | New | 1,384 | $225K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 1,497 | $225K |
| Slagle Financial, LLC | 0.07% | Reduce -0.8% | 1,496 | $225K |
| West Bancorporation Inc. | 0.10% | No change | 1,495 | $224K |
| Arrowroot Family Office, LLC | 0.06% | Reduce -17.2% | 1,492 | $224K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 1,489 | $224K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,487 | $223K |
| Mustard Seed Financial, LLC | 0.12% | Add +6.4% | 1,484 | $223K |
| Calton & Associates, Inc. | 0.03% | Reduce -82.7% | 1,479 | $222K |
| Lakeridge Wealth Management LLC | 0.08% | Add +0.6% | 1,478 | $222K |
| International Assets Investment Management, LLC | 0.01% | Reduce -0.5% | 1,480 | $221K |
| Kachkovsky & Fisher, Inc. | 0.21% | — | 1,472 | $221K |
| Private Management Group Inc. | 0.01% | No change | 1,460 | $219K |
| Causey Wealth LLC | 0.09% | Reduce -30.6% | 1,457 | $219K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -10.7% | 1,453 | $218K |
| LongView Wealth Management | 0.06% | No change | 1,444 | $217K |
| Modern Wealth Management, LLC | 0.00% | New | 1,443 | $217K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 1,441 | $216K |
| Wedbush Securities Inc. | 0.01% | Add +12.1% | 1,441 | $216K |
| Deutsche Bank AG | 0.00% | Reduce -1.3% | 1,427 | $214K |
| Collective Family Office LLC | 0.04% | Reduce -15.0% | 1,418 | $213K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +2.5% | 1,416 | $213K |
| City State Bank | 0.05% | Reduce -2.1% | 1,407 | $211K |
| Triumph Capital Management | 0.04% | Reduce -27.5% | 1,403 | $211K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 1,394 | $209K |
| Total Clarity Wealth Management, Inc. | 0.04% | Reduce -4.9% | 1,387 | $208K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,386 | $208K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -10.2% | 1,383 | $208K |
| Annex Advisory Services, LLC | 0.00% | Add +4.1% | 1,364 | $205K |
| Waterloo Capital, L.P. | 0.01% | Add +0.5% | 1,363 | $205K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,350 | $203K |
| Leo H. Evart, Inc. | 0.15% | Add +0.6% | 1,276 | $192K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -17.5% | 1,215 | $182K |
| National Bank of Canada | 0.00% | Reduce -85.7% | 1,169 | $176K |
| Investors Research Corp | 0.03% | No change | 1,139 | $171K |
| Fiduciary Financial Advisors | 0.02% | New | 1,096 | $164K |
| Hurley Capital, LLC | 0.08% | Add +7.8% | 1,086 | $163K |
| Aptus Capital Advisors, LLC | 0.00% | Add +15.4% | 1,074 | $161K |
| GeoWealth Management, LLC | 0.01% | New | 1,059 | $159K |
| Truvestments Capital LLC | 0.02% | New | 1,057 | $159K |
| UMB Bank, n.a. | 0.00% | No change | 1,000 | $150K |
| Quantbot Technologies LP | 0.01% | New | 987 | $148K |
| Bravera Wealth | 0.06% | No change | 983 | $148K |
| Security National Bank | 0.02% | No change | 955 | $143K |
| Main Management LLC | 0.01% | No change | 950 | $143K |
| Bayban | 0.11% | No change | 943 | $142K |
| Private Wealth Management Group, LLC | 0.03% | No change | 940 | $141K |
| KERR FINANCIAL PLANNING Corp | 0.15% | Reduce -3.2% | 920 | $138K |
| Olistico Wealth, LLC | 0.06% | No change | 898 | $135K |
| Creative Financial Designs Inc. | 0.01% | Reduce -36.7% | 885 | $133K |
| Glenmede Trust Co. NA | 0.00% | Reduce -33.3% | 861 | $129K |
| Lanark Financial, Inc. | 0.01% | Add +1.4% | 860 | $129K |
| Trust Co. of Vermont | 0.00% | — | 852 | $128K |
| Westside Investment Management, Inc. | 0.02% | No change | 842 | $126K |
| VSM Wealth Advisory, LLC | 0.03% | Add +0.1% | 840 | $126K |
| Coston, McIsaac & Partners | 0.02% | No change | 825 | $123K |
| MCF Advisors LLC | 0.00% | Reduce -11.1% | 805 | $121K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 688 | $119K |
| Colonial Trust Co / SC | 0.01% | Reduce -61.8% | 778 | $117K |
| Larson Financial Group LLC | 0.00% | Add +8.8% | 766 | $115K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -45.4% | 759 | $114K |
| Ankerstar Wealth, LLC | 0.09% | Reduce -17.2% | 748 | $112K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $112K |
| Mather Group, Llc. | 0.00% | No change | 675 | $101K |
| Ashton Thomas Securities, LLC | 0.01% | Add +31.0% | 625 | $94K |
| Spire Wealth Management | 0.00% | Reduce -31.9% | 622 | $93K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.8% | 608 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | Add +4.4% | 590 | $89K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -94.1% | 570 | $86K |
| CENTRAL TRUST Co | 0.00% | No change | 555 | $83K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +0.6% | 540 | $81K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 515 | $77K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +37.3% | 515 | $77K |
| Robinswood Financial LLC | 0.02% | Reduce -8.8% | 515 | $77K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -54.9% | 505 | $76K |
| LGT Financial Advisors LLC | 0.39% | Reduce -19.7% | 488 | $73K |
| Key Financial Inc | 0.01% | No change | 455 | $68K |
| Cheviot Value Management, LLC | 0.01% | Reduce -33.1% | 437 | $66K |
| Harborfront Financial Group LLC | 0.25% | — | 433 | $65K |
| Banque Cantonale Vaudoise | 0.00% | Add +42.5% | 416 | $62K |
| Davis Capital Management | 0.04% | Reduce -8.4% | 401 | $60K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | No change | 399 | $60K |
| Community Financial Services Group, LLC | 0.01% | New | 399 | $60K |
| Advanced Asset Management Advisors Inc | 0.02% | New | 386 | $58K |
| Forum Finance Group S.A. | 0.02% | No change | 460 | $56K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 372 | $56K |
| Proffitt & Goodson Inc. | 0.01% | No change | 359 | $54K |
| GAMMA Investing LLC | 0.00% | No change | 342 | $51K |
| Cape Investment Advisory, Inc. | 0.01% | New | 334 | $50K |
| Principia Wealth Advisory, LLC | 0.02% | Reduce -27.2% | 310 | $47K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.01% | New | 275 | $46K |
| Seneschal Advisors, LLC | 0.03% | New | 300 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +6.8% | 299 | $45K |
| Tripletail Wealth Management, LLC | 0.05% | No change | 289 | $43K |
| Franklin Resources Inc. | 0.00% | No change | 284 | $43K |
| Costello Asset Management, INC | 0.01% | Reduce -30.5% | 282 | $42K |
| Bullock Wealth Management Group | 0.02% | Add +0.7% | 271 | $40K |
| Highline Wealth Partners LLC | 0.01% | New | 264 | $40K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 263 | $39K |
| Strive Financial Group ,LLC | 0.02% | No change | 250 | $38K |
| Coastline Trust Co | 0.00% | Reduce -32.4% | 250 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 246 | $37K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -37.0% | 242 | $36K |
| SHP Wealth Management | 0.00% | Reduce -44.0% | 235 | $35K |
| Gleason Group, Inc. | 0.00% | Add +0.9% | 221 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +0.9% | 221 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 212 | $32K |
| Bank of New Hampshire | 0.01% | No change | 210 | $32K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -22.0% | 209 | $31K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $30K |
| HM Payson & Co. | 0.00% | No change | 200 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +0.5% | 193 | $29K |
| Matrix Private Capital Group LLC | 0.01% | Add +1.1% | 191 | $29K |
| Creative Capital Management Investments LLC | 0.01% | No change | 186 | $28K |
| MilWealth Group LLC | 0.01% | No change | 185 | $28K |
| Regatta Research & Money Management | 0.03% | — | 178 | $27K |
| Financial Consulate, Inc. | 0.00% | New | 169 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -22.7% | 167 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Add +2.5% | 167 | $25K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 164 | $25K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -76.1% | 157 | $24K |
| Vision Financial Markets LLC | 0.02% | No change | 156 | $23K |
| Frisco Financial Planning LLC | 0.02% | No change | 150 | $23K |
| Evermay Wealth Management LLC | 0.00% | No change | 150 | $23K |
| Abound Wealth Management | 0.00% | Reduce -40.7% | 143 | $21K |
| Archer Investment Corp | 0.00% | No change | 142 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 136 | $20K |
| Clark Wealth Partners | 0.01% | No change | 134 | $20K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 127 | $19K |
| Hara Capital LLC | 0.01% | Add +0.8% | 126 | $19K |
| Obsidian Cio, LLC | 0.01% | Reduce -61.8% | 122 | $18K |
| Orion Capital Management LLC | 0.01% | No change | 122 | $18K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $16K |
| Rakuten Securities, Inc. | 0.00% | Reduce -64.5% | 107 | $16K |
| Howe & Rusling Inc. | 0.00% | Add +0.9% | 107 | $16K |
| Private Trust Co. NA | 0.00% | No change | 106 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 104 | $16K |
| NFSG Corp | 0.00% | No change | 103 | $16K |
| Entrust Financial LLC | 0.01% | No change | 103 | $15K |
| Asset Dedication, LLC | 0.00% | Add +368.2% | 103 | $15K |
| Sunrise Financial Services, LLC | 0.01% | No change | 102 | $15K |
| Evolution Wealth Management Inc. | 0.01% | New | 100 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $15K |
| Tsfg, LLC | 0.00% | No change | 97 | $15K |
| Hanson & Doremus Investment Management | 0.00% | No change | 96 | $14K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -20.5% | 93 | $14K |
| Vanguard Advisers Inc. | 0.00% | Add +4500.0% | 92 | $14K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.1% | 88 | $13K |
| Copia Wealth Management | 0.01% | No change | 87 | $13K |
| Ameriflex Group, Inc. | 0.01% | Reduce -35.9% | 84 | $13K |
| Main Street Group, LTD | 0.00% | No change | 80 | $12K |
| Hantz Financial Services, Inc. | 0.00% | No change | 82 | $12K |
| Trust Co | 0.00% | No change | 79 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $12K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 77 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -69.7% | 76 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -30.9% | 76 | $11K |
| HighMark Wealth Management LLC | 0.00% | Add +1.4% | 72 | $11K |
| Synergy Investment Management, LLC | 0.00% | No change | 68 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 66 | $10K |
| Timbuktu Capital Management, LLC | 0.01% | — | 66 | $10K |
| Security National Bank of Sioux City Iowa | 0.00% | New | 65 | $10K |
| Horizon Financial Services, LLC | 0.00% | New | 60 | $9K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 58 | $9K |
| Osbon Capital Management LLC | 0.01% | Reduce -97.9% | 55 | $8K |
| Rice Partnership, LLC | 0.00% | No change | 53 | $8K |
| Paladin Advisory Group, LLC | 0.01% | No change | 52 | $8K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $8K |
| St Germain D J Co. Inc. | 0.00% | Reduce -28.6% | 50 | $8K |
| United Financial Planning Group LLC | 0.00% | No change | 43 | $6K |
| SouthState Bank Corp | 0.00% | No change | 42 | $6K |
| Key Capital Management, INC | 0.00% | No change | 41 | $6K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 41 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 36 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 40 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +11.8% | 38 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 38 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 36 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 33 | $5K |
| Allied Private Wealth LLC | 0.00% | — | 30 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 31 | $5K |
| SYM FINANCIAL Corp | 0.00% | New | 29 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -14.7% | 29 | $4K |
| Rialto Wealth Management, LLC | 0.00% | No change | 28 | $4K |
| Fairscale Capital, LLC | 0.00% | No change | 25 | $4K |
| Gill Capital Partners, LLC | 0.00% | No change | 25 | $4K |
| Montgomery Financial Services LLC | 0.00% | — | 23 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 20 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 19 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $3K |
| Barclays PLC | 0.00% | Reduce -79.8% | 18 | $3K |
| Brooklyn FI, LLC | 0.00% | New | 12 | $2K |
| Burk Holdings LLC | 0.00% | No change | 13 | $2K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -96.9% | 11 | $2K |
| Compass Financial Management LLC | 0.00% | — | 10 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 10 | $2K |
| Signature Equity Partners, LLC | 0.00% | New | 9 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 8 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 8 | $1K |
| Kings Path Partners LLC | 0.00% | Reduce -97.3% | 7 | $1K |
| Concord Wealth Partners | 0.00% | New | 6 | $901 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $694 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $601 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -87.0% | 3 | $450 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1 | $150 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $150 |
| Signaturefd, LLC | 0.00% | Reduce -94.4% | 1 | $129 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.