VANGUARD WORLD FUND - EDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 4,105,242 | 267,415 | 0.02% | 0.0% | 1 | +4,088,009 | 23721.98% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,551,478 | 100,768 | 0.01% | 0.01% | 2 | -29,946 | -1.89% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 1,443,025 | 93,724 | 4.83% | 4.78% | 3 | +31,113 | 2.2% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,055,701 | 68,567 | 0.02% | 0.22% | 4 | -186,020 | -14.98% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 1,044,656 | 67,850 | 0.0% | 0.0% | 5 | +26,713 | 2.62% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 907,055 | 58,913 | 0.9% | 0.66% | 6 | +215,411 | 31.14% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 875,815 | 56,884 | 0.62% | 0.62% | 7 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 855,426 | 55,559 | 0.01% | 0.02% | 8 | -36,992 | -4.15% | Q1 2026 | May 06, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 663,656 | 43,104 | 9.85% | 9.59% | 9 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 578,783 | 37,591 | 1.03% | 0.99% | 10 | -12,211 | -2.07% | Q1 2026 | Apr 27, 2026 |
| Fluent Financial, LLC | History | Added to | 530,398 | 34,237 | 12.53% | 13.13% | 11 | +583 | 0.11% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 463,596 | 30,110 | 0.0% | 0.0% | 12 | +412,579 | 808.71% | Q1 2026 | May 12, 2026 |
| Cadence Wealth Management LLC | History | Added to | 383,603 | 24,915 | 10.39% | 6.66% | 13 | +171,253 | 80.65% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 364,974 | 23,705 | 0.12% | — | 14 | +364,974 | New | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 345,833 | 22,461 | 1.26% | 1.77% | 15 | -161,841 | -31.88% | Q1 2026 | May 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 330,722 | 21,480 | 5.9% | 5.98% | 16 | +11,083 | 3.47% | Q1 2026 | May 05, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 326,449 | 21,202 | 0.35% | 0.43% | 17 | -56,660 | -14.79% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 300,806 | 19,537 | 0.0% | 0.01% | 18 | -395,394 | -56.79% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 257,678 | 16,751 | 0.01% | 0.01% | 19 | +2,820 | 1.11% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 250,703 | 16,283 | 0.02% | 0.02% | 20 | +26,487 | 11.81% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 231,191 | 15,016 | 0.04% | 0.04% | 21 | -6,712 | -2.82% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 221,051 | 14,357 | 0.0% | 0.0% | 22 | -24,455 | -9.96% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 220,118 | 14,296 | 0.04% | 0.04% | 23 | -38,751 | -14.97% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | New | 191,595 | 12,444 | 0.82% | — | 24 | +191,595 | New | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 188,053 | 12,214 | 0.0% | 0.0% | 25 | -24,158 | -11.38% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | New | 187,739 | 12,193 | 0.03% | — | 26 | +187,739 | New | Q1 2026 | May 15, 2026 |
| One Wealth Map LLC | History | Added to | 181,690 | 11,548 | 5.43% | 5.08% | 27 | +27,017 | 17.47% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 175,882 | 11,423 | 0.0% | 0.0% | 28 | -77,383 | -30.55% | Q1 2026 | May 04, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 168,157 | 10,921 | 6.14% | 5.72% | 29 | +10,846 | 6.89% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 165,168 | 10,737 | 0.0% | 0.0% | 30 | +18,408 | 12.54% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 163,800 | 10,638 | 0.01% | 0.0% | 31 | +118,300 | 260.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 158,291 | 10,281 | 0.14% | — | 32 | +158,291 | New | Q1 2026 | May 14, 2026 |
| Diesslin Group, Inc. | History | Reduced | 140,603 | 9,132 | 4.11% | 9.49% | 33 | -226,780 | -61.73% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 137,000 | 8,898 | 0.0% | 0.0% | 34 | +16,895 | 14.07% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Added to | 135,175 | 8,779 | 3.73% | 3.73% | 35 | +17,541 | 14.91% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 135,072 | 8,772 | 0.0% | 0.0% | 36 | -8,085 | -5.65% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 118,971 | 7,727 | 0.01% | 0.01% | 37 | -13,867 | -10.44% | Q1 2026 | May 15, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 113,998 | 7,404 | 2.92% | 3.25% | 38 | -14,169 | -11.06% | Q1 2026 | Apr 23, 2026 |
| Professional Financial Management, Inc. | History | Added to | 113,492 | 7,371 | 7.67% | 7.76% | 39 | +8,209 | 7.8% | Q1 2026 | May 12, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 108,576 | 7,052 | 1.27% | 1.4% | 40 | -5,007 | -4.41% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 106,415 | 6,912 | 0.22% | 0.03% | 41 | +91,621 | 619.31% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 101,700 | 6,605 | 0.01% | — | 42 | +101,700 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 96,299 | 6,254 | 0.08% | 0.08% | 43 | +8,073 | 9.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 95,457 | 6,199 | 0.01% | — | 44 | +95,457 | New | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 95,437 | 6,198 | 1.4% | 1.4% | 45 | +5,987 | 6.69% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 94,336 | 6,127 | 0.0% | 0.0% | 46 | -846 | -0.89% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 92,248 | 5,991 | 0.0% | 0.0% | 47 | -14,435 | -13.53% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 86,606 | 5,625 | 0.0% | 0.0% | 48 | +9,034 | 11.65% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 83,375 | 5,415 | 0.0% | 0.01% | 49 | -202,903 | -70.88% | Q1 2026 | May 12, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 80,608 | 5,235 | 8.19% | 9.01% | 50 | -2,972 | -3.56% | Q1 2026 | May 04, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 72,005 | 4,676 | 0.25% | 0.25% | 51 | -1,788 | -2.42% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 68,390 | 4,441 | 0.0% | 0.0% | 52 | -160,384 | -70.11% | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 67,942 | 4,412 | 1.26% | 1.27% | 53 | +976 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 66,577 | 4,324 | 0.72% | 0.6% | 54 | +12,302 | 22.67% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 56,444 | 3,666 | 0.58% | 0.61% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 56,177 | 3,648 | 0.06% | 0.06% | 56 | +360 | 0.64% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Added to | 55,924 | 3,599 | 2.94% | 3.01% | 57 | +1,435 | 2.63% | Q1 2026 | Mar 31, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 52,741 | 3,425 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 51,498 | 3,337 | 0.02% | 0.02% | 59 | +4,383 | 9.3% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 50,276 | 3,265 | 0.13% | 0.2% | 60 | -33,228 | -39.79% | Q1 2026 | May 12, 2026 |
| Stokes Family Office, LLC | History | Added to | 50,140 | 3,256 | 0.34% | 0.24% | 61 | +10,516 | 26.54% | Q1 2026 | May 11, 2026 |
| SIH Partners, LLLP | History | New | 50,000 | 3,247 | 0.04% | — | 62 | +50,000 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 49,788 | 3,233 | 0.02% | 0.01% | 63 | +37,197 | 295.43% | Q1 2026 | Apr 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 43,487 | 2,824 | 0.3% | 0.06% | 64 | +35,065 | 416.35% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 42,947 | 2,789 | 0.1% | 0.1% | 65 | +550 | 1.3% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 35,412 | 2,300 | 0.0% | 0.0% | 66 | -13,005 | -26.86% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 32,493 | 2,110 | 0.13% | 0.21% | 67 | -23,810 | -42.29% | Q1 2026 | Apr 07, 2026 |
| Rareview Capital LLC | History | Added to | 30,354 | 2,042 | 1.2% | 1.12% | 68 | +4,636 | 18.03% | Q1 2026 | Apr 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 30,465 | 1,978 | 0.25% | 0.27% | 69 | +300 | 0.99% | Q1 2026 | Apr 17, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 29,829 | 1,937 | 1.29% | 1.74% | 70 | -12,229 | -29.08% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 28,730 | 1,837 | 0.0% | 0.0% | 71 | -1,240 | -4.14% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,965 | 1,816 | 0.0% | 0.0% | 72 | +6,755 | 31.85% | Q1 2026 | Apr 27, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 26,981 | 1,752 | 1.99% | 2.04% | 73 | -469 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 26,689 | 1,733 | 1.29% | 2.06% | 74 | -13,375 | -33.38% | Q1 2026 | Apr 10, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 23,174 | 1,505 | 0.68% | 0.65% | 75 | +3,167 | 15.83% | Q1 2026 | Apr 20, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 22,890 | 1,486 | 0.85% | 0.91% | 76 | +498 | 2.22% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,103 | 1,435 | 0.0% | 0.0% | 77 | +399 | 1.84% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 22,036 | 1,431 | 0.05% | 0.06% | 78 | -2,567 | -10.43% | Q1 2026 | May 14, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 20,557 | 1,336 | 0.55% | 0.55% | 79 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 20,076 | 1,303 | 0.02% | 0.01% | 80 | +10,932 | 119.55% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 18,711 | 1,215 | 0.03% | 0.03% | 81 | -1,791 | -8.74% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,501 | 1,136 | 0.0% | 0.0% | 82 | -13,350 | -43.27% | Q1 2026 | May 14, 2026 |
| Argentarii, LLC | History | No change | 17,000 | 1,104 | 0.39% | 0.36% | 83 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | New | 16,631 | 1,080 | 0.0% | — | 84 | +16,631 | New | Q1 2026 | May 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 15,771 | 1,024 | 0.49% | 0.49% | 85 | +496 | 3.25% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,497 | 993 | 0.01% | 0.01% | 86 | +17 | 0.11% | Q1 2026 | Apr 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,768 | 960 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,658 | 952 | 0.0% | 0.0% | 88 | -20,311 | -58.08% | Q1 2026 | May 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 14,382 | 934 | 0.4% | 0.49% | 89 | -2,807 | -16.33% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,981 | 908 | 0.0% | 0.01% | 90 | -1,415 | -9.19% | Q1 2026 | May 13, 2026 |
| RHS Financial, LLC | History | New | 13,919 | 904 | 0.43% | — | 91 | +13,919 | New | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,701 | 890 | 0.0% | 0.0% | 92 | -3,473 | -20.22% | Q1 2026 | May 01, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 12,850 | 814 | 0.18% | — | 93 | +12,850 | New | Q1 2026 | May 08, 2026 |
| Signet Private Wealth LLC | History | Reduced | 12,064 | 783 | 0.75% | 1.01% | 94 | -4,221 | -25.92% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,488 | 746 | 0.01% | 0.01% | 95 | +461 | 4.18% | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,172 | 725 | 0.04% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Worth Asset Management, LLC | History | New | 10,961 | 711 | 0.27% | — | 97 | +10,961 | New | Q1 2026 | Apr 17, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 10,607 | 688 | 0.4% | 0.72% | 98 | -8,542 | -44.61% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 10,561 | 685 | 0.01% | 0.01% | 99 | +1,589 | 17.71% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,412 | 676 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 10,244 | 665 | 0.03% | 0.02% | 101 | +4,865 | 90.44% | Q1 2026 | May 05, 2026 |
| Paragon Advisors, LLC | History | Reduced | 9,500 | 617 | 0.17% | 0.2% | 102 | -1,863 | -16.4% | Q1 2026 | May 04, 2026 |
| Haven Private, LLC | History | Reduced | 8,292 | 538 | 0.23% | 0.26% | 103 | -1,022 | -10.97% | Q1 2026 | May 05, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 8,191 | 532 | 0.11% | 0.11% | 104 | +432 | 5.57% | Q1 2026 | May 12, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 8,004 | 519 | 0.48% | — | 106 | +8,004 | New | Q1 2026 | Apr 21, 2026 |
| INTERCAPITAL, LLC | History | Reduced | 8,000 | 519 | 0.17% | 0.37% | 105 | -8,000 | -50.0% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Added to | 7,975 | 517 | 0.05% | 0.02% | 107 | +4,700 | 143.51% | Q1 2026 | Apr 20, 2026 |
| Clarity Financial LLC | History | Added to | 7,950 | 516 | 0.06% | 0.03% | 108 | +3,000 | 60.61% | Q1 2026 | May 01, 2026 |
| BCWM, LLC | History | Added to | 7,942 | 515 | 0.15% | 0.15% | 109 | +17 | 0.21% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,364 | 478 | 0.08% | 1.19% | 110 | -86,597 | -92.16% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,335 | 476 | 0.01% | 0.01% | 111 | +913 | 14.22% | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 7,285 | 473 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 6,794 | 441 | 0.03% | 0.02% | 113 | +388 | 6.06% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,604 | 428 | 0.06% | 0.06% | 114 | +58 | 0.89% | Q1 2026 | Apr 21, 2026 |
| Orographic Financial Advisors, LLC | History | New | 6,489 | 421 | 0.3% | — | 115 | +6,489 | New | Q1 2026 | May 19, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,273 | 407 | 0.0% | 0.0% | 116 | -132 | -2.06% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,090 | 395 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 6,080 | 394 | 0.33% | 0.32% | 118 | +627 | 11.5% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 6,010 | 390 | 0.0% | 0.01% | 119 | -7,198 | -54.5% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 5,899 | 383 | 0.0% | — | 120 | +5,899 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,755 | 374 | 0.0% | 0.0% | 121 | -510 | -8.14% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 240 | 362 | 0.0% | 0.0% | 122 | -7,386 | -96.85% | Q1 2026 | May 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 5,588 | 362 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,514 | 358 | 0.17% | 0.19% | 124 | -425 | -7.16% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,354 | 347 | 0.02% | 0.02% | 125 | -424 | -7.34% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Reduced | 5,107 | 331 | 0.06% | 0.07% | 126 | -713 | -12.25% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,928 | 320 | 0.07% | 0.07% | 127 | +167 | 3.51% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 4,870 | 316 | 0.02% | 0.02% | 128 | -888 | -15.42% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 4,764 | 309 | 0.04% | 0.06% | 129 | -2,267 | -32.24% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | New | 4,695 | 304 | 0.0% | — | 130 | +4,695 | New | Q1 2026 | May 15, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 4,680 | 303 | 0.08% | 0.07% | 131 | +280 | 6.36% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,573 | 297 | 0.01% | 0.02% | 132 | -2,650 | -36.69% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,122 | 267 | 0.0% | 0.0% | 133 | -5,110 | -55.35% | Q1 2026 | May 05, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 4,084 | 265 | 0.23% | 0.33% | 134 | -1,864 | -31.34% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 4,030 | 261 | 0.0% | 0.0% | 135 | +1,634 | 68.2% | Q1 2026 | May 14, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 3,974 | 258 | 0.04% | — | 136 | +3,974 | New | Q1 2026 | Apr 17, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 3,824 | 248 | 0.26% | 0.24% | 137 | +148 | 4.03% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,810 | 247 | 0.0% | 0.0% | 138 | +974 | 34.34% | Q1 2026 | May 07, 2026 |
| XTX Topco Ltd | History | Reduced | 3,765 | 244 | 0.0% | 0.01% | 140 | -383 | -9.23% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | No change | 3,758 | 244 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 3,722 | 241 | 0.01% | 0.05% | 141 | -1,510 | -28.86% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 3,751 | 240 | 0.19% | 0.22% | 142 | +256 | 7.32% | Q1 2026 | Apr 02, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,500 | 227 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 3,474 | 225 | 0.15% | 0.16% | 144 | -1 | -0.03% | Q1 2026 | Apr 29, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 3,400 | 220 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | New | 3,366 | 218 | 0.01% | — | 146 | +3,366 | New | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 3,298 | 214 | 0.03% | 0.07% | 148 | -3,300 | -50.02% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,307 | 214 | 0.0% | 0.0% | 147 | +125 | 3.93% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,288 | 213 | 0.0% | 0.0% | 149 | -163 | -4.72% | Q1 2026 | Apr 17, 2026 |
| Sepio Capital, LP | History | Reduced | 3,248 | 210 | 0.01% | 0.01% | 150 | -34 | -1.04% | Q1 2026 | May 13, 2026 |
| VanderPol Investments L.L.C. | History | No change | 3,196 | 207 | 0.36% | 0.36% | 151 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Carrera Capital Advisors | History | New | 3,118 | 202 | 0.03% | — | 152 | +3,118 | New | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,070 | 199 | 0.02% | 0.04% | 153 | -3,155 | -50.68% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,993 | 194 | 0.0% | 0.0% | 154 | -5,050 | -62.79% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,662 | 172 | 0.0% | 0.46% | 155 | -346,369 | -99.24% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,048 | 133 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,800 | 116 | 0.01% | 0.01% | 157 | -475 | -20.88% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,652 | 107 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,444 | 93 | 0.0% | 0.0% | 159 | -877 | -37.79% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,312 | 85 | 0.0% | — | 160 | +1,312 | New | Q1 2026 | Apr 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 1,275 | 82 | 0.06% | 0.06% | 161 | -25 | -1.92% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | No change | 894 | 58 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 700 | 45 | 0.0% | 0.0% | 163 | -33 | -4.5% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 618 | 40 | 0.01% | — | 164 | +618 | New | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 485 | 31 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 398 | 25 | 0.01% | 0.02% | 166 | +3 | 0.76% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | New | 333 | 21 | 0.0% | — | 168 | +333 | New | Q1 2026 | May 08, 2026 |
| Pflug Koory, LLC | History | No change | 336 | 21 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | New | 237 | 15 | 0.0% | — | 170 | +237 | New | Q1 2026 | May 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 232 | 15 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | New | 230 | 14 | 0.0% | — | 171 | +230 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 208 | 13 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOWE & RUSLING INC | History | No change | 200 | 12 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 176 | 11 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 184 | 11 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 181 | 11 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 9 | 0.01% | 0.01% | 177 | +1 | New | Q1 2026 | May 14, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 138 | 8 | 0.0% | 4.61% | 178 | -172,286 | -99.92% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 130 | 8 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 101 | 6 | 0.0% | — | 180 | +100 | 10000.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Connections Group, Inc. | History | No change | 80 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | No change | 80 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 47 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 186 | -87 | -82.86% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -489,400 | -100.0% | Q1 2026 | May 15, 2026 |
| PW ADVISORS, LLC \ FL | History | Closed out | 0 | 0 | — | 2.69% | — | -51,631 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,676 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 2.26% | — | -32,444 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -27,160 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,729 | -100.0% | Q1 2026 | May 13, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,861 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,843 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,444 | -100.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,934 | -100.0% | Q1 2026 | May 13, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,318 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,659 | -100.0% | Q1 2026 | May 14, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,388 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,810 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,562 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,111 | -100.0% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,293 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -2,258 | -99.69% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,569 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -575 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -556 | -100.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -347 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -141 | -100.0% | Q1 2026 | May 01, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |