VANGUARD GROUP INC - IVOG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,301,180 | 162,686 | 1.38% | 1.51% | 1 | -261,509 | -16.73% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 635,630 | 79,472 | 0.09% | 0.09% | 2 | -759 | -0.12% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 244,095 | 30,519 | 0.0% | 0.0% | 3 | +49,147 | 25.21% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 239,206 | 29,907 | 0.01% | 0.0% | 4 | +151,165 | 171.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 224,875 | 28,116 | 0.01% | 0.01% | 5 | +12,682 | 5.98% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 215,514 | 26,945 | 0.2% | 0.16% | 6 | +42,858 | 24.82% | Q1 2026 | May 12, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 145,424 | 18,182 | 3.74% | 3.58% | 7 | +756 | 0.52% | Q1 2026 | Apr 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 139,630 | 17,457 | 1.79% | 0.06% | 8 | +134,800 | 2790.89% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Reduced | 128,414 | 16,055 | 0.0% | 0.0% | 9 | -11,562 | -8.26% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 124,248 | 15,534 | 0.0% | 0.0% | 10 | +36,800 | 42.08% | Q1 2026 | May 05, 2026 |
| LJI Wealth Management, LLC | History | Added to | 121,489 | 15,189 | 2.43% | 2.15% | 11 | +4,253 | 3.63% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 91,669 | 11,461 | 0.0% | 0.0% | 12 | +31,018 | 51.14% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 85,050 | 10,633 | 0.01% | 0.01% | 13 | +6,159 | 7.81% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 81,601 | 10,202 | 0.14% | — | 14 | +81,601 | New | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 77,317 | 9,667 | 0.12% | 0.11% | 15 | +5,853 | 8.19% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 70,192 | 8,776 | 0.01% | 0.01% | 16 | +2,191 | 3.22% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,402 | 8,052 | 0.03% | 0.03% | 17 | +630 | 0.99% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Reduced | 56,181 | 7,024 | 0.1% | 0.1% | 18 | -65 | -0.12% | Q1 2026 | Apr 08, 2026 |
| Baron Wealth Management LLC | History | Added to | 50,414 | 6,303 | 1.88% | 1.08% | 19 | +21,164 | 72.36% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,755 | 5,970 | 0.09% | 0.11% | 20 | +2,826 | 6.29% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 44,852 | 5,607 | 0.0% | 0.0% | 21 | -7,481 | -14.29% | Q1 2026 | May 11, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 39,618 | 4,953 | 2.16% | 1.85% | 22 | +3,947 | 11.07% | Q1 2026 | May 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 37,190 | 4,649 | 3.74% | 3.5% | 23 | +499 | 1.36% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 38,122 | 4,609 | 0.0% | 0.0% | 24 | -808 | -2.08% | Q1 2026 | May 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 36,641 | 4,581 | 0.8% | 0.77% | 25 | +91 | 0.25% | Q1 2026 | Apr 23, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 35,523 | 4,441 | 2.41% | 2.36% | 26 | -262 | -0.73% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 34,179 | 4,273 | 0.05% | 0.04% | 27 | +458 | 1.36% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,493 | 4,187 | 0.0% | 0.0% | 28 | +309 | 0.93% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 32,956 | 4,120 | 0.02% | 0.01% | 29 | +1,339 | 4.24% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 32,240 | 4,030 | 0.02% | 0.02% | 30 | +188 | 0.59% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,240 | 3,905 | 0.0% | 0.0% | 31 | +559 | 1.82% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Added to | 30,572 | 3,822 | 0.32% | 0.14% | 32 | +16,166 | 112.22% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 27,894 | 3,487 | 0.0% | 0.0% | 33 | +20,697 | 287.58% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 27,394 | 3,425 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | No change | 25,080 | 3,135 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mendel Capital Management LLC | History | New | 22,321 | 2,790 | 1.4% | — | 36 | +22,321 | New | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,520 | 2,586 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,396 | 2,425 | 0.0% | 0.0% | 38 | -39 | -0.2% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,662 | 2,208 | 0.0% | 0.0% | 39 | -20 | -0.11% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,034 | 2,129 | 0.0% | 0.0% | 40 | +2,948 | 20.93% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,681 | 1,960 | 0.01% | 0.01% | 41 | +1,721 | 12.33% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,807 | 1,851 | 0.01% | 0.0% | 42 | +6,772 | 84.28% | Q1 2026 | May 04, 2026 |
| Goodman Financial Corp | History | Reduced | 14,468 | 1,808 | 0.31% | 0.33% | 43 | -74 | -0.51% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,728 | 1,716 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Veratis Advisors, Inc. | History | No change | 13,181 | 1,709 | 1.35% | 1.35% | 45 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 12,511 | 1,694 | 0.04% | 0.04% | 46 | -6 | -0.05% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 13,402 | 1,675 | 0.0% | 0.0% | 47 | -51 | -0.38% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,268 | 1,659 | 0.08% | 0.05% | 48 | +3,382 | 34.21% | Q1 2026 | May 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,408 | 1,551 | 0.0% | 0.0% | 49 | -511 | -3.96% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,093 | 1,512 | 0.0% | 0.0% | 50 | -640 | -5.03% | Q1 2026 | Apr 27, 2026 |
| ES4, LLC | History | No change | 12,075 | 1,509 | 0.97% | 1.0% | 51 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,849 | 1,481 | 0.0% | 0.01% | 52 | -4,006 | -25.27% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,766 | 1,471 | 0.0% | 0.0% | 53 | +3,594 | 43.98% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 10,663 | 1,333 | 0.0% | 0.0% | 54 | +32 | 0.3% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 10,116 | 1,264 | 0.06% | 0.06% | 55 | -1,189 | -10.52% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,537 | 1,192 | 0.0% | — | 56 | +9,537 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,212 | 1,127 | 0.0% | 0.0% | 57 | +3,359 | 57.39% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | No change | 8,502 | 1,063 | 0.16% | 0.16% | 58 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,343 | 1,043 | 0.0% | 0.0% | 59 | +123 | 1.5% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,991 | 960 | 0.01% | 0.01% | 60 | +419 | 5.53% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,676 | 959 | 0.0% | 0.0% | 61 | +3,826 | 99.38% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Added to | 7,552 | 944 | 0.03% | 0.03% | 62 | +765 | 11.27% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 7,487 | 936 | 0.01% | 0.0% | 63 | +4,755 | 174.05% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 6,843 | 855 | 0.06% | 0.06% | 64 | +128 | 1.91% | Q1 2026 | May 05, 2026 |
| COMMERCE BANK | History | Reduced | 6,767 | 846 | 0.0% | 0.0% | 65 | -277 | -3.93% | Q1 2026 | May 11, 2026 |
| Embree Financial Group | History | No change | 6,701 | 837 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Reduced | 6,400 | 800 | 0.0% | 0.0% | 67 | -209 | -3.16% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 5,993 | 749 | 0.32% | 1.65% | 68 | -25,909 | -81.21% | Q1 2026 | Apr 17, 2026 |
| Round Rock Advisors LLC | History | Reduced | 5,889 | 736 | 0.11% | 0.11% | 69 | -12 | -0.2% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,718 | 714 | 0.0% | — | 70 | +5,718 | New | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Added to | 5,505 | 688 | 0.22% | 0.24% | 71 | +153 | 2.86% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,718 | 687 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | Reduced | 5,474 | 684 | 0.12% | 0.12% | 73 | -9 | -0.16% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 5,057 | 632 | 0.03% | 0.03% | 74 | +10 | 0.2% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,951 | 619 | 0.0% | 0.0% | 75 | +24 | 0.49% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,855 | 607 | 0.0% | 0.0% | 76 | +42 | 0.87% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | No change | 4,738 | 592 | 0.12% | 0.11% | 77 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,704 | 588 | 0.0% | 0.0% | 78 | +549 | 13.21% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,614 | 583 | 0.0% | 0.0% | 79 | -668 | -12.65% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,629 | 578 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,502 | 562 | 0.0% | 0.0% | 81 | -112 | -2.43% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,367 | 546 | 0.0% | 0.0% | 82 | -15 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 4,010 | 535 | 0.0% | 0.0% | 83 | +1,852 | 85.82% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Added to | 4,227 | 528 | 0.05% | 0.05% | 84 | +420 | 11.03% | Q1 2026 | May 04, 2026 |
| Financial Security Advisor, Inc. | History | No change | 4,215 | 527 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BLB&B Advisors, LLC | History | Added to | 4,172 | 521 | 0.02% | 0.01% | 86 | +1,350 | 47.84% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,078 | 509 | 0.02% | 0.02% | 87 | -492 | -10.77% | Q1 2026 | May 06, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 4,066 | 508 | 0.25% | 0.24% | 88 | -8 | -0.2% | Q1 2026 | May 05, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 3,924 | 490 | 0.18% | 0.1% | 89 | +1,641 | 71.88% | Q1 2026 | Apr 23, 2026 |
| ENTREWEALTH, LLC | History | No change | 3,811 | 476 | 0.21% | 0.22% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 3,698 | 462 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,500 | 437 | 0.0% | — | 92 | +3,500 | New | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 3,447 | 430 | 0.02% | — | 93 | +3,447 | New | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,027 | 378 | 0.0% | 0.0% | 94 | -79 | -2.54% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | New | 2,731 | 364 | 0.01% | — | 95 | +2,731 | New | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,874 | 359 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,767 | 345 | 0.0% | 0.0% | 97 | +2,376 | 607.67% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | No change | 2,628 | 329 | 0.04% | 0.03% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 2,600 | 325 | 0.09% | 0.08% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INSIGHT 2811, INC. | History | Added to | 2,567 | 320 | 0.13% | 0.13% | 100 | +81 | 3.26% | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,545 | 318 | 0.03% | 1.54% | 101 | -131,690 | -98.1% | Q1 2026 | Apr 10, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,533 | 316 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFG Advisors, LLC | History | No change | 2,508 | 313 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 2,442 | 305 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,374 | 296 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 2,318 | 289 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2,285 | 285 | 0.06% | 0.07% | 107 | -65 | -2.77% | Q1 2026 | May 14, 2026 |
| Valued Retirements, Inc. | History | No change | 2,266 | 283 | 0.28% | 0.27% | 108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,245 | 280 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,135 | 266 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,061 | 260 | 0.0% | 0.0% | 111 | +413 | 25.06% | Q1 2026 | Apr 07, 2026 |
| FWG Investments, LLC. | History | New | 2,031 | 253 | 0.16% | — | 112 | +2,031 | New | Q1 2026 | Apr 21, 2026 |
| Weinberger Asset Management, Inc | History | No change | 2,000 | 250 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,956 | 244 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 1,948 | 243 | 0.04% | 0.05% | 115 | -79 | -3.9% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,936 | 242 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 1,930 | 241 | 0.0% | 0.01% | 117 | -1,930 | -50.0% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,868 | 233 | 0.0% | 0.0% | 118 | -156 | -7.71% | Q1 2026 | Apr 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 1,833 | 229 | 0.16% | 0.14% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,779 | 222 | 0.0% | 0.0% | 120 | -128 | -6.71% | Q1 2026 | Apr 10, 2026 |
| BCGM Wealth Management, LLC | History | No change | 1,761 | 220 | 0.06% | 0.05% | 121 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 1,764 | 220 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,750 | 218 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,736 | 217 | 0.0% | 0.0% | 124 | +50 | 2.97% | Q1 2026 | Apr 27, 2026 |
| VANGUARD GROUP INC | History | No change | 1,812 | 217 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 1,700 | 212 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 1,659 | 207 | 0.0% | — | 128 | +1,659 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,728 | 207 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 1,601 | 200 | 0.07% | — | 129 | +1,601 | New | Q1 2026 | Apr 23, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,390 | 173 | 0.0% | — | 130 | +1,390 | New | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,286 | 160 | 0.1% | 0.11% | 131 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,158 | 144 | 0.03% | 0.03% | 132 | -257 | -18.16% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 125 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 974 | 121 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 963 | 120 | 0.1% | 0.11% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 956 | 119 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 902 | 113 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 895 | 111 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 748 | 93 | 0.0% | — | 139 | +748 | New | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 704 | 89 | 0.01% | 0.0% | 140 | +530 | 304.6% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 710 | 88 | 0.0% | — | 141 | +710 | New | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 673 | 84 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | No change | 597 | 74 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 590 | 73 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 451 | 56 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | No change | 417 | 52 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 356 | 44 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 344 | 43 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| MATHER GROUP, LLC. | History | New | 307 | 38 | 0.0% | — | 150 | +307 | New | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | No change | 305 | 38 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 288 | 36 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Richardson Capital Management LLC | History | No change | 281 | 35 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 279 | 34 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WPG Advisers, LLC | History | No change | 256 | 32 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 245 | 31 | 0.0% | 0.0% | 155 | -12 | -4.67% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 229 | 28 | 0.0% | 0.0% | 156 | +223 | 3716.67% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 219 | 27 | 0.0% | 0.0% | 157 | -192 | -46.72% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 217 | 27 | 0.0% | 0.0% | 158 | +115 | 112.75% | Q1 2026 | Apr 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 221 | 27 | 0.0% | 0.01% | 159 | -79 | -26.33% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | No change | 208 | 26 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 180 | 22 | 0.0% | — | 163 | +180 | New | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 189 | 22 | 0.0% | 0.0% | 161 | +56 | 42.11% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | No change | 182 | 22 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 138 | 17 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 112 | 13 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 110 | 13 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 100 | 12 | 0.0% | — | 168 | +100 | New | Q1 2026 | Apr 13, 2026 |
| City State Bank | History | No change | 100 | 12 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | No change | 80 | 10 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 73 | 9 | 0.0% | 0.0% | 170 | -78 | -51.66% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 74 | 9 | 0.0% | — | 171 | +74 | New | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 64 | 8 | 0.0% | — | 172 | +64 | New | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 62 | 7 | 0.0% | — | 174 | +62 | New | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 61 | 7 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 47 | 5 | 0.0% | — | 175 | +47 | New | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,248 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 19 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 13 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,834 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,078 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,680 | -100.0% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.08% | — | -1,617 | -100.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,024 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | May 13, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -292 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |