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 | No change | 1,271,271 | 185,986 | 1.39% | 1.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 631,787 | 92,430 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 317,517 | 46,452 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 258,164 | 37,769 | 0.28% | 0.28% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 228,433 | 33,419 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 183,176 | 26,798 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 159,508 | 23,336 | 2.06% | 2.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 157,225 | 23,002 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 146,074 | 21,370 | 3.91% | 3.91% | 9 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 116,061 | 16,979 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | No change | 100,227 | 14,663 | 2.05% | 2.05% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 92,961 | 13,600 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 86,814 | 12,700 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 84,284 | 12,330 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 81,167 | 11,875 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 67,618 | 9,892 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 66,125 | 9,674 | 3.06% | 3.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baron Wealth Management LLC | History | No change | 59,722 | 8,737 | 2.27% | 2.27% | 18 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Composition Wealth, LLC | History | No change | 56,099 | 8,207 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 51,352 | 7,406 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 49,785 | 7,283 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 50,262 | 6,819 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 44,466 | 6,505 | 2.19% | 2.19% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MidFirst Bank | History | No change | 37,998 | 5,559 | 0.39% | 0.39% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 37,208 | 5,443 | 3.97% | 3.97% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | No change | 35,410 | 5,180 | 2.45% | 2.45% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 35,241 | 5,155 | 0.82% | 0.82% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 33,909 | 4,960 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 33,860 | 4,953 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 33,838 | 4,950 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,825 | 4,948 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,625 | 4,626 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 30,322 | 4,436 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Allworth Financial LP | History | No change | 30,243 | 4,424 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 27,394 | 4,007 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,764 | 3,915 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 26,451 | 3,869 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,748 | 3,474 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mendel Capital Management LLC | History | No change | 22,611 | 3,307 | 1.49% | 1.49% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,402 | 2,839 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 18,546 | 2,713 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 17,575 | 2,571 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 15,900 | 2,326 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goodman Financial Corp | History | No change | 14,706 | 2,151 | 0.33% | 0.33% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,305 | 2,053 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veratis Advisors, Inc. | History | No change | 13,846 | 2,025 | 1.43% | 1.43% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,728 | 2,008 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 13,481 | 1,972 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 13,465 | 1,969 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,998 | 1,901 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 12,404 | 1,814 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ES4, LLC | History | No change | 12,075 | 1,766 | 0.93% | 0.93% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,511 | 1,762 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 11,868 | 1,736 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,800 | 1,726 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,901 | 1,448 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 9,342 | 1,366 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,510 | 1,245 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Investment Group, Inc. | History | No change | 8,502 | 1,243 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 8,187 | 1,197 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 7,487 | 1,095 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONNING INC. | History | No change | 7,142 | 1,044 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,958 | 1,017 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Embree Financial Group | History | No change | 6,701 | 980 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMERCE BANK | History | No change | 6,226 | 910 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Capital Management, LLC | History | No change | 5,930 | 867 | 0.31% | 0.31% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Round Rock Advisors LLC | History | No change | 5,820 | 851 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 5,792 | 847 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,718 | 836 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempo Wealth, LLC | History | No change | 5,440 | 795 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisor Resource Council | History | No change | 5,474 | 788 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,177 | 757 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 5,053 | 739 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,972 | 727 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,995 | 709 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | No change | 4,823 | 705 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,785 | 699 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hobart Private Capital, LLC | History | No change | 4,738 | 693 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Rodgers & Associates, LTD | History | No change | 4,671 | 683 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,576 | 669 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 4,484 | 656 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,401 | 643 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Financial Security Advisor, Inc. | History | No change | 4,215 | 616 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 4,066 | 594 | 0.27% | 0.27% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,037 | 590 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,784 | 553 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENTREWEALTH, LLC | History | No change | 3,811 | 547 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 3,729 | 545 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 3,698 | 541 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,630 | 531 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3,447 | 504 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,440 | 503 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FWG Investments, LLC. | History | No change | 3,382 | 494 | 0.26% | 0.26% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 3,356 | 490 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,251 | 475 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 3,186 | 466 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,164 | 462 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,981 | 436 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,874 | 420 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,837 | 415 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,822 | 412 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,735 | 400 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sierra Capital LLC | History | No change | 2,628 | 384 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,616 | 383 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 2,600 | 380 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGHT 2811, INC. | History | No change | 2,579 | 377 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,581 | 377 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisors, LLC | History | No change | 2,508 | 366 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 2,442 | 357 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,354 | 344 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,342 | 342 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Retirements, Inc. | History | No change | 2,266 | 331 | 0.3% | 0.3% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,245 | 328 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MAI Capital Management | History | No change | 2,211 | 323 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,193 | 318 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,151 | 314 | 0.17% | 0.17% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,135 | 312 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,067 | 302 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 2,021 | 295 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,956 | 286 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,936 | 283 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 1,930 | 282 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobs Equity LLC | History | No change | 1,914 | 280 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunburst Financial Group, LLC | History | No change | 1,902 | 278 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Weinberger Asset Management, Inc | History | No change | 2,000 | 278 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,779 | 260 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCGM Wealth Management, LLC | History | No change | 1,761 | 257 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,750 | 256 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,728 | 252 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,693 | 247 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,683 | 246 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,679 | 245 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,649 | 241 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 1,601 | 234 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthquest Corp | History | No change | 1,588 | 232 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 1,565 | 229 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,545 | 226 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,520 | 222 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROWN ADVISORY INC | History | No change | 1,523 | 222 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 1,518 | 222 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,515 | 221 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 1,511 | 221 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,500 | 219 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JMG Financial Group, Ltd. | History | No change | 1,464 | 214 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,466 | 214 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,282 | 187 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,194 | 174 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,083 | 147 | 0.03% | 0.03% | 148 | -75 | -6.48% | Q3 2026 | Oct 02, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 146 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 974 | 142 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hanson & Doremus Investment Management | History | No change | 902 | 132 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 782 | 114 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Founders Capital Management | History | No change | 773 | 113 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 694 | 101 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 664 | 97 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 590 | 86 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 505 | 73 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 424 | 62 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | No change | 417 | 60 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 344 | 50 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 302 | 44 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 288 | 42 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 293 | 42 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Richardson Capital Management LLC | History | No change | 281 | 41 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quaker Wealth Management, LLC | History | No change | 279 | 40 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WPG Advisers, LLC | History | No change | 256 | 37 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 233 | 33 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 219 | 32 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 221 | 32 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 217 | 31 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 208 | 30 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 189 | 27 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walsh & Associates, LLC | History | No change | 182 | 26 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 174 | 25 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Asset Dedication, LLC | History | No change | 110 | 16 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| City State Bank | History | No change | 100 | 14 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crews Bank & Trust | History | No change | 80 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 74 | 10 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 73 | 10 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 75 | 10 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 64 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 59 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 61 | 8 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 39 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strive Financial Group ,LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 19 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Downshift Financial, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |