VANGUARD SCOTTSDALE FUNDS - BNDW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,680,829 | 389,307 | 0.02% | 0.01% | 1 | +3,814,632 | 204.41% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 547,708 | 37,534 | 0.02% | — | 2 | +547,708 | New | Q2 2026 | Aug 07, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 469,953 | 32,205 | 7.91% | 8.56% | 3 | +15,293 | 3.36% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | Added to | 408,910 | 28,023 | 0.05% | 0.05% | 4 | +36,992 | 9.95% | Q2 2026 | Aug 14, 2026 |
| Aurelius Family Office LLC | History | Added to | 375,706 | 25,747 | 10.14% | 10.57% | 5 | +20,011 | 5.63% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 354,661 | 24,304 | 0.14% | 0.18% | 6 | +1,113 | 0.31% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 340,318 | 23,321 | 0.0% | 0.0% | 7 | +16,489 | 5.09% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 275,549 | 18,883 | 0.0% | 0.0% | 8 | +27,096 | 10.91% | Q2 2026 | Sep 23, 2026 |
| Two West Capital Advisors LLC | History | Added to | 267,551 | 18,129 | 9.01% | 9.2% | 9 | +12,682 | 4.98% | Q2 2026 | Jul 22, 2026 |
| Applied Capital LLC | History | Added to | 247,229 | 16,942 | 5.46% | 5.61% | 10 | +27,509 | 12.52% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 237,371 | 16,267 | 0.02% | 0.02% | 11 | -7,990 | -3.26% | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 215,049 | 14,737 | 0.07% | 0.07% | 12 | +8,019 | 3.87% | Q2 2026 | Aug 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 133,185 | 9,153 | 0.0% | 0.0% | 13 | +112,098 | 531.6% | Q2 2026 | Aug 12, 2026 |
| Stone Summit Wealth LLC | History | Added to | 128,126 | 8,780 | 2.23% | 2.36% | 14 | +4,165 | 3.36% | Q2 2026 | Jul 23, 2026 |
| E-Wealth Partners, LLC | History | Added to | 112,873 | 7,735 | 5.59% | 5.6% | 15 | +11,414 | 11.25% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | Added to | 99,892 | 6,845 | 0.01% | 0.01% | 16 | +6,091 | 6.49% | Q2 2026 | Aug 13, 2026 |
| Alhambra Investment Management LLC | History | Added to | 87,061 | 5,966 | 2.6% | 2.17% | 17 | +18,250 | 26.52% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 83,314 | 5,710 | 0.0% | 0.0% | 18 | +491 | 0.59% | Q2 2026 | Aug 14, 2026 |
| Five Pine Wealth Management | History | Added to | 80,901 | 5,544 | 3.14% | 3.32% | 19 | +2,795 | 3.58% | Q2 2026 | Aug 13, 2026 |
| BlueCrest Capital Management Ltd | History | New | 65,002 | 4,454 | 0.15% | — | 20 | +65,002 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 63,734 | 4,367 | 0.0% | 0.0% | 21 | -32,017 | -33.44% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 61,777 | 4,233 | 0.0% | 0.0% | 22 | +58,502 | 1786.32% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 56,746 | 3,888 | 0.0% | 0.0% | 23 | -7,601 | -11.81% | Q2 2026 | Aug 07, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 43,754 | 2,998 | 1.87% | 0.16% | 24 | +40,412 | 1209.22% | Q2 2026 | Aug 05, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 31,150 | 2,134 | 0.37% | 0.44% | 25 | -280 | -0.89% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,132 | 2,133 | 0.0% | 0.0% | 26 | +10,732 | 52.61% | Q2 2026 | Sep 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,395 | 1,877 | 0.02% | 0.02% | 27 | +3,354 | 13.95% | Q2 2026 | Aug 06, 2026 |
| Geometric Wealth Advisors | History | Added to | 22,440 | 1,537 | 0.17% | 0.19% | 28 | +189 | 0.85% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 22,184 | 1,496 | 0.21% | 0.17% | 29 | -452 | -2.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 21,773 | 1,492 | 0.02% | 0.02% | 30 | -687 | -3.06% | Q2 2026 | Aug 05, 2026 |
| Inscription Capital, LLC | History | Reduced | 16,717 | 1,145 | 0.1% | 0.12% | 31 | -282 | -1.66% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,860 | 1,018 | 0.11% | 0.1% | 32 | +4,994 | 50.62% | Q2 2026 | Aug 06, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 14,451 | 990 | 0.45% | 0.4% | 33 | +3,205 | 28.5% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 13,776 | 944 | 0.0% | 0.0% | 34 | +8,903 | 182.7% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 11,963 | 819 | 0.54% | 0.63% | 35 | -281 | -2.3% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,574 | 793 | 0.0% | 0.0% | 36 | +2,068 | 21.75% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 10,172 | 693 | 0.05% | 0.03% | 37 | +3,609 | 54.99% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | Reduced | 9,730 | 661 | 0.01% | 0.02% | 38 | -8,082 | -45.37% | Q2 2026 | Jul 08, 2026 |
| Cetera Investment Advisers | History | Added to | 9,577 | 656 | 0.0% | 0.0% | 39 | +858 | 9.84% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 9,136 | 626 | 0.0% | 0.0% | 40 | +78 | 0.86% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,860 | 607 | 0.0% | 0.0% | 41 | +67 | 0.76% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,484 | 581 | 0.01% | 0.01% | 42 | +345 | 4.24% | Q2 2026 | Aug 06, 2026 |
| Clark Asset Management, LLC | History | New | 8,270 | 566 | 0.04% | — | 43 | +8,270 | New | Q2 2026 | Jul 07, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 8,085 | 554 | 0.39% | — | 44 | +8,085 | New | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,996 | 547 | 0.01% | 0.01% | 45 | +3,011 | 60.4% | Q2 2026 | Aug 07, 2026 |
| Kings Path Partners LLC | History | Reduced | 7,876 | 539 | 0.14% | 0.18% | 46 | -5 | -0.06% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,737 | 530 | 0.0% | 0.0% | 47 | -917 | -10.6% | Q2 2026 | Aug 14, 2026 |
| ABLE Financial Group, LLC | History | New | 7,300 | 500 | 0.08% | — | 48 | +7,300 | New | Q2 2026 | Jul 22, 2026 |
| Ethos Financial Group, LLC | History | Added to | 7,171 | 484 | 0.03% | 0.03% | 49 | +467 | 6.97% | Q2 2026 | Aug 07, 2026 |
| Bedminster, LLC | History | Added to | 6,899 | 472 | 0.4% | 0.3% | 50 | +2,133 | 44.75% | Q2 2026 | Aug 04, 2026 |
| TSA Wealth Managment LLC | History | New | 6,496 | 445 | 0.13% | — | 51 | +6,496 | New | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,358 | 435 | 0.0% | 0.0% | 52 | +3,090 | 94.55% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,781 | 396 | 0.0% | 0.0% | 53 | +952 | 19.71% | Q2 2026 | Aug 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 5,784 | 396 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,702 | 390 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,738 | 389 | 0.0% | 0.0% | 56 | -9,637 | -62.68% | Q2 2026 | Jul 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 5,506 | 377 | 0.02% | 0.03% | 57 | -1,491 | -21.31% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | New | 5,426 | 371 | 0.0% | — | 58 | +5,426 | New | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 5,119 | 350 | 0.0% | 0.0% | 59 | +7 | 0.14% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,805 | 329 | 0.0% | 0.0% | 60 | -76 | -1.56% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,385 | 300 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 4,348 | 297 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 4,166 | 285 | 0.14% | 0.22% | 63 | -1,659 | -28.48% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | Added to | 4,076 | 280 | 0.02% | 0.07% | 64 | +1,865 | 84.35% | Q2 2026 | Sep 25, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,017 | 275 | 0.0% | 0.0% | 65 | +213 | 5.6% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,909 | 268 | 0.0% | 0.0% | 66 | +113 | 2.98% | Q2 2026 | Jul 27, 2026 |
| American Investment Services, Inc. | History | No change | 3,707 | 254 | 0.05% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 3,643 | 249 | 0.1% | 0.1% | 68 | +251 | 7.4% | Q2 2026 | Aug 05, 2026 |
| Newport Capital Group, LLC | History | Added to | 3,626 | 248 | 0.14% | 0.13% | 70 | +468 | 14.82% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,621 | 248 | 0.0% | 0.0% | 69 | +294 | 8.84% | Q2 2026 | Aug 07, 2026 |
| MONEYWISE, INC. | History | Reduced | 3,586 | 245 | 0.09% | 0.11% | 71 | -59 | -1.62% | Q2 2026 | Jul 21, 2026 |
| Quadrature Capital Ltd | History | New | 3,552 | 243 | 0.0% | — | 72 | +3,552 | New | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 3,545 | 242 | 0.01% | 0.02% | 73 | -229 | -6.07% | Q2 2026 | Jul 21, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 3,528 | 241 | 0.01% | 0.01% | 74 | +30 | 0.86% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 3,500 | 239 | 0.01% | 0.01% | 75 | -28 | -0.79% | Q2 2026 | Aug 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 3,425 | 234 | 0.06% | 0.12% | 76 | -2,290 | -40.07% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Reduced | 3,440 | 233 | 0.01% | 0.01% | 77 | -1 | -0.03% | Q2 2026 | Jul 13, 2026 |
| Aegis Wealth Management LLC | History | No change | 3,259 | 223 | 0.1% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gould Capital, LLC | History | Reduced | 3,233 | 221 | 0.12% | 0.39% | 79 | -6,309 | -66.12% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | New | 3,201 | 219 | 0.01% | — | 80 | +3,201 | New | Q2 2026 | Aug 03, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 3,107 | 212 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 3,078 | 210 | 0.05% | 0.1% | 82 | -2,352 | -43.31% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,025 | 207 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leo Wealth, LLC | History | No change | 3,000 | 205 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| S.A. Mason LLC | History | New | 2,683 | 183 | 0.06% | — | 85 | +2,683 | New | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,521 | 172 | 0.0% | 0.01% | 86 | -12,687 | -83.42% | Q2 2026 | Jul 17, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 1,806 | 123 | 0.0% | 0.0% | 87 | -203 | -10.1% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,671 | 114 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evolution Advisers, Inc. | History | Added to | 1,132 | 77 | 0.03% | 0.03% | 89 | +32 | 2.91% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,127 | 77 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 939 | 64 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 850 | 58 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Continuum Advisory, LLC | History | New | 787 | 53 | 0.0% | — | 93 | +787 | New | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 773 | 52 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 420 | 28 | 0.0% | — | 97 | +420 | New | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 423 | 28 | 0.0% | 0.0% | 96 | -1 | -0.24% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 420 | 28 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 286 | 19 | 0.0% | — | 98 | +286 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 270 | 18 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | New | 200 | 13 | 0.0% | — | 100 | +200 | New | Q2 2026 | Jul 21, 2026 |
| Timbuktu Capital Management, LLC | History | New | 200 | 13 | 0.02% | — | 101 | +200 | New | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 182 | 12 | 0.0% | — | 102 | +182 | New | Q2 2026 | Aug 14, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 172 | 11 | 0.0% | 0.0% | 104 | +48 | 38.71% | Q2 2026 | Aug 05, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 166 | 11 | 0.0% | 0.0% | 103 | +6 | 3.75% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | New | 150 | 10 | 0.0% | — | 105 | +150 | New | Q2 2026 | Aug 11, 2026 |
| Robinswood Financial LLC | History | Added to | 137 | 9 | 0.0% | 0.0% | 107 | +60 | 77.92% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 135 | 9 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 122 | 8 | 0.0% | — | 109 | +122 | New | Q2 2026 | Jul 30, 2026 |
| Westend Capital Management, LLC | History | New | 120 | 8 | 0.0% | — | 108 | +120 | New | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Reduced | 91 | 6 | 0.0% | 0.0% | 110 | -181 | -66.54% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 62 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 60 | 4 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 64 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 49 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 54 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 43 | 2 | 0.0% | 0.0% | 116 | -6 | -12.24% | Q2 2026 | Aug 03, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 117 | +1 | 4.55% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -43,410 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,844 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,740 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,039 | -100.0% | Q2 2026 | Jul 28, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,838 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,298 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,214 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,696 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,321 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,085 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kroeger Financial Partners | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |