VANGUARD WORLD FUND - EDV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,581,424 | 102,808 | 0.01% | 0.01% | 1 | +350,356 | 28.46% | Q4 2025 | Feb 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 1,411,912 | 91,788 | 4.78% | 4.94% | 2 | +64,309 | 4.77% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,241,721 | 80,724 | 0.22% | 0.28% | 3 | -67,208 | -5.13% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Reduced | 1,017,943 | 66,176 | 0.0% | 0.01% | 4 | -203,495 | -16.66% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 892,418 | 58,016 | 0.02% | 0.02% | 5 | +961 | 0.11% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 875,815 | 56,936 | 0.62% | 0.68% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 696,200 | 45,259 | 0.01% | 0.01% | 7 | +16,407 | 2.41% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 691,644 | 44,964 | 0.66% | 0.68% | 8 | +32,238 | 4.89% | Q4 2025 | Feb 09, 2026 |
| CAPITAL CITY TRUST CO/FL | History | New | 663,656 | 43,144 | 9.59% | — | 9 | +663,656 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 590,994 | 38,420 | 0.99% | 1.05% | 10 | -8,426 | -1.41% | Q4 2025 | Feb 03, 2026 |
| Fluent Financial, LLC | History | Added to | 529,815 | 34,443 | 13.13% | 11.92% | 11 | +84,870 | 19.07% | Q4 2025 | Jan 14, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 507,674 | 33,003 | 1.77% | 0.0% | 12 | +507,316 | 141708.38% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 489,400 | 31,815 | 0.32% | — | 13 | +489,400 | New | Q4 2025 | Feb 17, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 383,109 | 24,905 | 0.43% | 0.61% | 14 | -100,936 | -20.85% | Q4 2025 | Feb 06, 2026 |
| Diesslin Group, Inc. | History | New | 367,383 | 23,883 | 9.49% | — | 15 | +367,383 | New | Q4 2025 | Feb 25, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 349,031 | 22,690 | 0.46% | 0.49% | 16 | +30,847 | 9.69% | Q4 2025 | Feb 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 319,639 | 20,779 | 5.98% | 6.14% | 17 | +16,889 | 5.58% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 286,278 | 18,610 | 0.01% | 0.01% | 18 | +77,135 | 36.88% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 258,869 | 16,829 | 0.04% | 0.05% | 19 | +11,482 | 4.64% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 254,858 | 16,568 | 0.01% | 0.01% | 20 | +6,045 | 2.43% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 253,265 | 16,464 | 0.0% | 0.0% | 21 | +194,019 | 327.48% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 245,506 | 15,960 | 0.0% | 0.01% | 22 | +2,784 | 1.15% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 237,903 | 15,466 | 0.04% | 0.01% | 23 | +182,073 | 326.12% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 228,774 | 14,872 | 0.0% | 0.0% | 24 | +160,265 | 233.93% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Added to | 224,216 | 14,576 | 0.02% | 0.01% | 25 | +52,039 | 30.22% | Q4 2025 | Feb 17, 2026 |
| Cadence Wealth Management LLC | History | Added to | 212,350 | 13,804 | 6.66% | 1.61% | 26 | +167,458 | 373.02% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 212,211 | 13,795 | 0.0% | 0.0% | 27 | +3,150 | 1.51% | Q4 2025 | Feb 13, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 172,424 | 11,141 | 4.61% | — | 28 | +172,424 | New | Q4 2025 | Jan 28, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 157,311 | 10,226 | 5.72% | 6.06% | 29 | +2,638 | 1.71% | Q4 2025 | Feb 13, 2026 |
| One Wealth Map LLC | History | Reduced | 154,673 | 9,984 | 5.08% | 6.85% | 30 | -33,672 | -17.88% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 146,760 | 9,553 | 0.0% | 0.0% | 31 | +46,959 | 47.05% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 143,157 | 9,307 | 0.0% | — | 32 | +143,157 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 132,838 | 8,635 | 0.01% | 0.01% | 33 | +24,561 | 22.68% | Q4 2025 | Feb 17, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 128,167 | 8,332 | 3.25% | 3.35% | 34 | +5,377 | 4.38% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 120,105 | 7,808 | 0.0% | 0.0% | 35 | +19,611 | 19.51% | Q4 2025 | Feb 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 113,583 | 7,384 | 1.4% | 1.56% | 36 | +4,769 | 4.38% | Q4 2025 | Jan 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 106,683 | 6,935 | 0.0% | 0.0% | 37 | -4,416 | -3.97% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 95,182 | 6,187 | 0.0% | 0.01% | 38 | -25,507 | -21.13% | Q4 2025 | Feb 06, 2026 |
| Marshall Financial Group, LLC | History | Added to | 93,961 | 6,108 | 1.19% | 1.24% | 39 | +748 | 0.8% | Q4 2025 | Jan 09, 2026 |
| Fermata Advisors, LLC | History | Reduced | 89,450 | 5,815 | 1.4% | 1.64% | 40 | -4,901 | -5.19% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 88,226 | 5,735 | 0.08% | 0.07% | 41 | +17,245 | 24.3% | Q4 2025 | Feb 17, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 83,580 | 5,433 | 9.01% | 7.88% | 42 | -2,406 | -2.8% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 83,504 | 5,428 | 0.2% | 0.01% | 43 | +80,935 | 3150.45% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 77,572 | 5,042 | 0.0% | 0.0% | 44 | -599 | -0.77% | Q4 2025 | Jan 29, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 73,793 | 4,797 | 0.25% | 0.25% | 45 | +7,446 | 11.22% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 66,966 | 4,353 | 1.27% | 1.87% | 46 | -20,334 | -23.29% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 54,489 | 3,767 | 3.01% | — | 47 | +54,489 | New | Q4 2025 | Mar 02, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 56,444 | 3,669 | 0.61% | — | 48 | +56,444 | New | Q4 2025 | Feb 18, 2026 |
| Legacy Private Trust Co. | History | Reduced | 56,303 | 3,660 | 0.21% | 0.7% | 49 | -114,250 | -66.99% | Q4 2025 | Jan 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 55,817 | 3,628 | 0.06% | 0.07% | 50 | +1,383 | 2.54% | Q4 2025 | Feb 05, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 54,275 | 3,528 | 0.6% | 0.63% | 51 | +1,694 | 3.22% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 52,741 | 3,428 | 0.07% | 0.08% | 52 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 51,631 | 3,356 | 2.69% | — | 53 | +51,631 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 51,017 | 3,316 | 0.0% | 0.0% | 54 | -79,717 | -60.98% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 48,417 | 3,147 | 0.0% | 0.01% | 55 | -18,266 | -27.39% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 47,115 | 3,063 | 0.02% | 0.02% | 56 | -5,051 | -9.68% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 45,500 | 2,957 | 0.0% | 0.01% | 57 | -37,209 | -44.99% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 42,397 | 2,753 | 0.1% | 0.11% | 58 | +50 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Richmond Brothers, Inc. | History | New | 42,058 | 2,734 | 1.74% | — | 59 | +42,058 | New | Q4 2025 | Feb 12, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 40,064 | 2,604 | 2.06% | 3.94% | 60 | -20,325 | -33.66% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 39,624 | 2,575 | 0.24% | 0.25% | 61 | +1,074 | 2.79% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,676 | 2,386 | 0.0% | 0.01% | 62 | -12,355 | -25.2% | Q4 2025 | Jan 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 34,969 | 2,273 | 0.0% | 0.0% | 63 | +24,943 | 248.78% | Q4 2025 | Feb 12, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 32,444 | 2,109 | 2.26% | — | 64 | +32,444 | New | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 30,851 | 2,005 | 0.0% | 0.0% | 65 | -2,425 | -7.29% | Q4 2025 | Feb 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 30,165 | 1,961 | 0.27% | 0.28% | 66 | +525 | 1.77% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,970 | 1,948 | 0.0% | 0.0% | 67 | +8,218 | 37.78% | Q4 2025 | Feb 17, 2026 |
| Englebert Financial Advisers, LLC | History | New | 27,450 | 1,784 | 2.04% | — | 68 | +27,450 | New | Q4 2025 | Feb 04, 2026 |
| Virtu Financial LLC | History | New | 27,160 | 1,766 | 0.07% | — | 69 | +27,160 | New | Q4 2025 | Feb 23, 2026 |
| Rareview Capital LLC | History | Added to | 25,718 | 1,730 | 1.12% | 0.48% | 70 | +14,096 | 121.29% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,729 | 1,607 | 0.01% | 0.01% | 71 | +2,847 | 13.01% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 24,603 | 1,599 | 0.06% | 0.08% | 72 | -4,470 | -15.38% | Q4 2025 | Feb 17, 2026 |
| Lifetime Wealth Management P.C. | History | New | 22,392 | 1,455 | 0.91% | — | 73 | +22,392 | New | Q4 2025 | Mar 25, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,704 | 1,411 | 0.0% | 0.0% | 74 | +8,775 | 67.87% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,210 | 1,378 | 0.0% | 0.0% | 75 | -7,302 | -25.61% | Q4 2025 | Feb 12, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 20,557 | 1,336 | 0.55% | — | 76 | +20,557 | New | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,502 | 1,332 | 0.03% | 0.04% | 77 | -3,719 | -15.35% | Q4 2025 | Feb 17, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 20,007 | 1,300 | 0.65% | 0.68% | 78 | +1,878 | 10.36% | Q4 2025 | Jan 26, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 19,149 | 1,244 | 0.72% | — | 79 | +19,149 | New | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,233 | 1,120 | 0.0% | 0.0% | 80 | +421 | 2.5% | Q4 2025 | Feb 11, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 17,189 | 1,117 | 0.49% | 0.9% | 81 | -11,668 | -40.43% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 17,174 | 1,116 | 0.0% | — | 82 | +17,174 | New | Q4 2025 | Feb 05, 2026 |
| Argentarii, LLC | History | New | 17,000 | 1,105 | 0.36% | — | 83 | +17,000 | New | Q4 2025 | Jan 13, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 16,861 | 1,096 | 0.11% | 0.1% | 84 | +1,852 | 12.34% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 16,843 | 1,094 | 0.0% | 0.0% | 85 | +12,273 | 268.56% | Q4 2025 | Feb 11, 2026 |
| Signet Private Wealth LLC | History | New | 16,285 | 1,058 | 1.01% | — | 86 | +16,285 | New | Q4 2025 | Feb 11, 2026 |
| INTERCAPITAL, LLC | History | New | 16,000 | 1,040 | 0.37% | — | 87 | +16,000 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15,480 | 1,006 | 0.01% | 0.04% | 88 | -19,747 | -56.06% | Q4 2025 | Jan 23, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 15,275 | 1,001 | 0.49% | 0.46% | 89 | +3,009 | 24.53% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,396 | 1,000 | 0.01% | 0.01% | 90 | -673 | -4.19% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,794 | 962 | 0.03% | — | 91 | +14,794 | New | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 14,768 | 960 | 0.07% | 0.08% | 92 | -2,375 | -13.85% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | New | 13,208 | 858 | 0.01% | — | 93 | +13,208 | New | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 12,591 | 818 | 0.01% | — | 94 | +12,591 | New | Q4 2025 | Jan 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 11,363 | 738 | 0.2% | 0.2% | 95 | -231 | -1.99% | Q4 2025 | Jan 12, 2026 |
| Kovack Advisors, Inc. | History | New | 11,172 | 726 | 0.03% | — | 96 | +11,172 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,027 | 717 | 0.01% | 0.01% | 97 | +1,339 | 13.82% | Q4 2025 | Jan 05, 2026 |
| SageView Advisory Group, LLC | History | Added to | 10,412 | 676 | 0.02% | 0.02% | 98 | +247 | 2.43% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 9,444 | 613 | 0.02% | — | 99 | +9,444 | New | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 9,314 | 605 | 0.26% | 0.2% | 100 | +2,824 | 43.51% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,232 | 600 | 0.0% | 0.01% | 101 | -76,879 | -89.28% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | New | 9,144 | 594 | 0.01% | — | 102 | +9,144 | New | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | New | 8,972 | 583 | 0.01% | — | 103 | +8,972 | New | Q4 2025 | Mar 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,422 | 547 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,043 | 522 | 0.0% | 0.0% | 105 | +1,495 | 22.83% | Q4 2025 | Mar 16, 2026 |
| Focus Partners Wealth | History | Added to | 7,626 | 521 | 0.0% | 0.0% | 106 | +226 | 3.05% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 7,934 | 515 | 0.0% | — | 107 | +7,934 | New | Q4 2025 | Feb 13, 2026 |
| BCWM, LLC | History | Reduced | 7,925 | 515 | 0.15% | 0.17% | 108 | -214 | -2.63% | Q4 2025 | Feb 11, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 7,759 | 504 | 0.11% | 0.12% | 109 | +568 | 7.9% | Q4 2025 | Jan 21, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,318 | 475 | 0.07% | 0.41% | 110 | -29,470 | -80.11% | Q4 2025 | Jan 20, 2026 |
| Quadcap Wealth Management, LLC | History | New | 7,285 | 473 | 0.05% | — | 111 | +7,285 | New | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,223 | 469 | 0.02% | 0.02% | 112 | -810 | -10.08% | Q4 2025 | Jan 09, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,031 | 457 | 0.06% | 0.1% | 113 | -4,066 | -36.64% | Q4 2025 | Jan 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 6,598 | 428 | 0.07% | 0.07% | 114 | +778 | 13.37% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,546 | 425 | 0.06% | 0.07% | 115 | +124 | 1.93% | Q4 2025 | Jan 08, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 6,422 | 417 | 0.01% | 0.03% | 116 | -13,496 | -67.76% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 6,406 | 416 | 0.02% | — | 118 | +6,406 | New | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,405 | 416 | 0.0% | 0.0% | 117 | +636 | 11.02% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,265 | 407 | 0.0% | 0.04% | 119 | -213,918 | -97.15% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,225 | 404 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,090 | 395 | 0.0% | 0.0% | 121 | +2,890 | 90.31% | Q4 2025 | Feb 13, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,939 | 386 | 0.19% | 2.81% | 122 | -77,773 | -92.91% | Q4 2025 | Jan 26, 2026 |
| Hershey Financial Advisers, LLC | History | New | 5,948 | 386 | 0.33% | — | 123 | +5,948 | New | Q4 2025 | Feb 18, 2026 |
| Balefire, LLC | History | Added to | 5,820 | 378 | 0.07% | 0.08% | 124 | +96 | 1.68% | Q4 2025 | Jan 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,778 | 375 | 0.02% | 0.03% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | New | 5,758 | 374 | 0.02% | — | 126 | +5,758 | New | Q4 2025 | Feb 12, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 5,588 | 363 | 0.08% | 0.08% | 127 | +726 | 14.93% | Q4 2025 | Feb 11, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 5,453 | 354 | 0.32% | — | 128 | +5,453 | New | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | New | 5,379 | 349 | 0.02% | — | 129 | +5,379 | New | Q4 2025 | Jan 27, 2026 |
| NICOLET BANKSHARES INC | History | New | 5,232 | 340 | 0.05% | — | 130 | +5,232 | New | Q4 2025 | Feb 09, 2026 |
| Clarity Financial LLC | History | Reduced | 4,950 | 321 | 0.03% | 0.04% | 131 | -223 | -4.31% | Q4 2025 | Jan 28, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 4,659 | 309 | 0.03% | 0.12% | 132 | -10,315 | -68.89% | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,761 | 309 | 0.07% | 0.07% | 133 | +792 | 19.95% | Q4 2025 | Feb 17, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 4,400 | 286 | 0.07% | 0.08% | 134 | +30 | 0.69% | Q4 2025 | Jan 27, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 4,388 | 285 | 0.19% | 0.15% | 135 | +1,000 | 29.52% | Q4 2025 | Jan 05, 2026 |
| XTX Topco Ltd | History | New | 4,148 | 269 | 0.01% | — | 136 | +4,148 | New | Q4 2025 | Feb 17, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 3,810 | 247 | 0.11% | — | 137 | +3,810 | New | Q4 2025 | Jan 14, 2026 |
| Freestate Advisors LLC | History | Added to | 3,758 | 244 | 0.2% | 0.21% | 138 | +16 | 0.43% | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | New | 3,562 | 231 | 0.01% | — | 139 | +3,562 | New | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 3,495 | 227 | 0.22% | — | 141 | +3,495 | New | Q4 2025 | Jan 30, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,500 | 227 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 3,475 | 225 | 0.16% | 0.17% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 3,451 | 224 | 0.0% | — | 143 | +3,451 | New | Q4 2025 | Feb 03, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 3,400 | 220 | 0.13% | 0.23% | 144 | -2,400 | -41.38% | Q4 2025 | Jan 06, 2026 |
| Sepio Capital, LP | History | Reduced | 3,282 | 213 | 0.01% | 0.01% | 145 | -26 | -0.79% | Q4 2025 | Feb 12, 2026 |
| Inscription Capital, LLC | History | New | 3,275 | 212 | 0.02% | — | 146 | +3,275 | New | Q4 2025 | Jan 29, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 3,196 | 207 | 0.36% | 0.36% | 147 | +239 | 8.08% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,182 | 206 | 0.0% | 0.0% | 148 | +76 | 2.45% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 3,111 | 202 | 0.03% | 0.06% | 149 | -2,688 | -46.35% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,836 | 184 | 0.0% | 0.0% | 150 | -369 | -11.51% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 2,396 | 156 | 0.0% | 0.0% | 151 | -83 | -3.35% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,321 | 150 | 0.0% | 0.01% | 152 | -3,689 | -61.38% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | New | 2,293 | 149 | 0.03% | — | 153 | +2,293 | New | Q4 2025 | Jan 27, 2026 |
| GROUP ONE TRADING LLC | History | New | 2,265 | 147 | 0.0% | — | 155 | +2,265 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,275 | 147 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,048 | 133 | 0.0% | 0.0% | 156 | +87 | 4.44% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,652 | 107 | 0.0% | 0.01% | 157 | -14,224 | -89.59% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,569 | 101 | 0.0% | — | 158 | +1,569 | New | Q4 2025 | Feb 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 1,300 | 84 | 0.06% | 0.06% | 159 | +80 | 6.56% | Q4 2025 | Jan 08, 2026 |
| BlackRock, Inc. | History | Reduced | 1,000 | 65 | 0.0% | 0.0% | 160 | -13,000 | -92.86% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 894 | 58 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 733 | 47 | 0.0% | — | 162 | +733 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 588 | 38 | 0.0% | — | 163 | +588 | New | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | Reduced | 575 | 37 | 0.02% | 0.04% | 164 | -300 | -34.29% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | New | 556 | 36 | 0.0% | — | 165 | +556 | New | Q4 2025 | Feb 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 485 | 31 | 0.02% | 0.02% | 166 | -1 | -0.21% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 385 | 25 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 395 | 25 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 347 | 22 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pflug Koory, LLC | History | No change | 336 | 21 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 232 | 15 | 0.01% | — | 171 | +232 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 208 | 13 | 0.0% | 0.01% | 173 | -206 | -49.76% | Q4 2025 | Feb 11, 2026 |
| HOWE & RUSLING INC | History | No change | 200 | 13 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 176 | 11 | 0.0% | 0.0% | 174 | -3,062 | -94.56% | Q4 2025 | Jan 29, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 184 | 11 | 0.0% | 0.0% | 175 | -59 | -24.28% | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 181 | 11 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 141 | 9 | 0.01% | — | 177 | +141 | New | Q4 2025 | Feb 02, 2026 |
| Cedar Wealth Management, LLC | History | No change | 134 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 130 | 8 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 105 | 6 | 0.0% | 0.0% | 180 | -1,381 | -92.93% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 6 | 0.0% | — | 181 | +100 | New | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 96 | 6 | 0.0% | — | 183 | +96 | New | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Connections Group, Inc. | History | Added to | 80 | 5 | 0.0% | 0.0% | 184 | +2 | 2.56% | Q4 2025 | Jan 23, 2026 |
| Noble Wealth Management PBC | History | No change | 80 | 5 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 51 | 3 | 0.0% | 0.0% | 186 | -74 | -59.2% | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 50 | 3 | 0.0% | — | 189 | +50 | New | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | Added to | 60 | 3 | 0.0% | 0.0% | 188 | +3 | 5.26% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 47 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | New | 36 | 2 | 0.0% | — | 191 | +36 | New | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 40 | 2 | 0.0% | 0.0% | 190 | -5 | -11.11% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -185,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -108,119 | -100.0% | Q3 2025 | Oct 20, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.07% | — | -87,900 | -100.0% | Q3 2025 | Nov 06, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -62,199 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,886 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -22,048 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.26% | — | -13,258 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Forefront Analytics, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -9,504 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,287 | -100.0% | Q3 2025 | Jan 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.03% | — | -4,962 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,769 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,765 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,762 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.17% | — | -3,681 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,067 | -100.0% | Q3 2025 | Nov 21, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,948 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,541 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Investment Advisory Services, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lloyd Advisory Services, LLC. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Laurel Wealth Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15 | 0 | — | — | — | +6 | 66.67% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |