VANGUARD GROUP INC - IVOV
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 | Added to | 1,089,894 | 110,090 | 0.89% | 0.86% | 1 | +49,941 | 4.8% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 868,738 | 87,751 | 0.1% | 0.11% | 2 | +7,615 | 0.88% | Q4 2025 | Feb 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 811,105 | 81,929 | 3.23% | 3.33% | 3 | +5,689 | 0.71% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Added to | 330,328 | 33,366 | 0.0% | 0.0% | 4 | +46,119 | 16.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 229,351 | 23,166 | 0.0% | 0.0% | 5 | -31,205 | -11.98% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 218,683 | 22,089 | 0.01% | 0.01% | 6 | +24,036 | 12.35% | Q4 2025 | Feb 18, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 172,306 | 17,404 | 3.58% | 3.64% | 7 | +456 | 0.27% | Q4 2025 | Jan 27, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 158,928 | 16,053 | 1.53% | 1.76% | 8 | -16,686 | -9.5% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 150,771 | 15,229 | 0.47% | 0.45% | 9 | +11,443 | 8.21% | Q4 2025 | Jan 06, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 118,603 | 11,980 | 5.55% | 7.5% | 10 | +111 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Lutz Financial Services LLC | History | Reduced | 116,480 | 11,765 | 0.8% | 0.86% | 11 | -1,255 | -1.07% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 116,347 | 11,752 | 0.0% | 0.0% | 12 | -1,919 | -1.62% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 102,864 | 10,390 | 0.0% | 0.0% | 13 | +29 | 0.03% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,893 | 8,069 | 0.01% | 0.01% | 14 | +344 | 0.43% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,546 | 7,630 | 0.0% | 0.0% | 15 | +20,315 | 36.78% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,468 | 7,521 | 0.03% | 0.03% | 16 | +2,232 | 3.09% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 70,333 | 7,104 | 0.57% | — | 17 | +70,333 | New | Q4 2025 | Feb 25, 2026 |
| HighTower Advisors, LLC | History | Reduced | 55,488 | 5,604 | 0.01% | 0.01% | 18 | -302 | -0.54% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 50,342 | 5,085 | 0.01% | 0.01% | 19 | -2,224 | -4.23% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,932 | 4,639 | 0.01% | 0.01% | 20 | +540 | 1.19% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,993 | 4,544 | 0.0% | 0.0% | 21 | +3,528 | 8.51% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,656 | 4,050 | 0.01% | 0.01% | 22 | +5,032 | 14.97% | Q4 2025 | Jan 08, 2026 |
| Savant Capital, LLC | History | Reduced | 36,962 | 3,733 | 0.02% | 0.02% | 23 | -1,474 | -3.83% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 35,296 | 3,564 | 0.02% | 0.02% | 24 | -376 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 34,575 | 3,492 | 0.01% | — | 25 | +34,575 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 29,725 | 3,002 | 0.02% | — | 26 | +29,725 | New | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,700 | 2,898 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,517 | 2,779 | 0.0% | 0.0% | 28 | +3,002 | 12.25% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 25,009 | 2,526 | 0.04% | 0.03% | 29 | +3,545 | 16.52% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 19,467 | 1,966 | 0.0% | — | 30 | +19,467 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 18,352 | 1,853 | 0.01% | 0.01% | 31 | +3,067 | 20.07% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 16,446 | 1,661 | 0.01% | 0.01% | 32 | +4,794 | 41.14% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 15,344 | 1,549 | 0.0% | 0.0% | 33 | +165 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 14,905 | 1,505 | 1.41% | — | 34 | +14,905 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,661 | 1,379 | 0.0% | 0.0% | 35 | +2,442 | 21.77% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,228 | 1,336 | 0.01% | 0.01% | 36 | -1,749 | -11.68% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 13,160 | 1,329 | 0.31% | 0.36% | 37 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Reduced | 12,474 | 1,260 | 0.0% | 0.0% | 38 | -708 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Horizon Investment Services, LLC | History | Added to | 11,641 | 1,175 | 0.42% | 0.44% | 39 | +125 | 1.09% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 10,985 | 1,109 | 0.08% | 0.07% | 40 | +1,775 | 19.27% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,915 | 1,102 | 0.0% | 0.0% | 41 | +1,739 | 18.95% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 10,598 | 1,070 | 0.05% | 0.04% | 42 | +291 | 2.82% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,037 | 1,013 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,983 | 1,008 | 0.0% | 0.0% | 44 | -975 | -8.9% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,947 | 1,004 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heritage Investment Group, Inc. | History | No change | 9,572 | 966 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,462 | 955 | 0.0% | 0.0% | 47 | +4,393 | 86.66% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 9,419 | 951 | 0.47% | 0.66% | 48 | -3,631 | -27.82% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,210 | 930 | 0.0% | 0.0% | 49 | +2,360 | 34.45% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,649 | 772 | 0.0% | 0.0% | 50 | -11 | -0.14% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,403 | 747 | 0.0% | 0.0% | 51 | +650 | 9.63% | Q4 2025 | Feb 13, 2026 |
| Naviter Wealth, LLC | History | No change | 6,851 | 692 | 0.09% | 0.08% | 52 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,584 | 665 | 0.0% | 0.0% | 53 | -141 | -2.1% | Q4 2025 | Feb 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 6,310 | 637 | 0.6% | 0.59% | 54 | +354 | 5.94% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,256 | 632 | 0.0% | — | 55 | +6,256 | New | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 5,933 | 599 | 0.06% | 0.06% | 56 | -5 | -0.08% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,855 | 591 | 0.0% | 0.0% | 57 | -4,069 | -41.0% | Q4 2025 | Mar 09, 2026 |
| Goodman Financial Corp | History | Reduced | 5,725 | 578 | 0.11% | 0.11% | 58 | -12 | -0.21% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | No change | 5,698 | 575 | 0.0% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 5,621 | 567 | 0.01% | 0.01% | 60 | -52 | -0.92% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 5,609 | 566 | 0.06% | 0.07% | 61 | +55 | 0.99% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 5,594 | 565 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,030 | 537 | 0.05% | 0.05% | 63 | -566 | -10.11% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,292 | 534 | 0.02% | 0.02% | 64 | +94 | 1.81% | Q4 2025 | Feb 04, 2026 |
| Factorial Partners, LLC | History | No change | 5,200 | 525 | 0.35% | 0.36% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANOVER ADVISORS INC | History | No change | 5,186 | 523 | 0.2% | 0.2% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,970 | 501 | 0.06% | 0.06% | 67 | -489 | -8.96% | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,848 | 489 | 0.01% | 0.01% | 68 | +39 | 0.81% | Q4 2025 | Feb 02, 2026 |
| Atlas Brown,Inc. | History | No change | 4,691 | 473 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 4,667 | 471 | 0.02% | 0.02% | 70 | +42 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 4,588 | 463 | 0.2% | 0.21% | 71 | -25 | -0.54% | Q4 2025 | Jan 28, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,511 | 455 | 0.31% | — | 72 | +4,511 | New | Q4 2025 | Feb 12, 2026 |
| BHK Investment Advisors, LLC | History | No change | 4,400 | 444 | 0.15% | 0.17% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,204 | 424 | 0.11% | 0.11% | 74 | -83 | -1.94% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,038 | 407 | 0.01% | 0.01% | 75 | -47 | -1.15% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,019 | 406 | 0.0% | 0.0% | 76 | +177 | 4.61% | Q4 2025 | Feb 05, 2026 |
| Passive Capital Management, LLC. | History | No change | 4,026 | 406 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 4,013 | 392 | 0.14% | 0.08% | 78 | +1,396 | 53.34% | Q4 2025 | Jan 09, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 3,756 | 379 | 0.07% | 0.08% | 79 | -26 | -0.69% | Q4 2025 | Jan 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,725 | 376 | 0.0% | 0.01% | 80 | -203 | -5.17% | Q4 2025 | Jan 26, 2026 |
| Wealthquest Corp | History | New | 3,530 | 356 | 0.03% | — | 81 | +3,530 | New | Q4 2025 | Feb 09, 2026 |
| AMG National Trust Bank | History | No change | 3,480 | 351 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glenview Trust Co | History | No change | 3,234 | 326 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,148 | 317 | 0.01% | 0.01% | 84 | +584 | 22.78% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,136 | 316 | 0.01% | 0.01% | 85 | +56 | 1.82% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 3,118 | 314 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,076 | 310 | 0.0% | 0.0% | 87 | +54 | 1.79% | Q4 2025 | Jan 30, 2026 |
| Rise Advisors, LLC | History | New | 3,042 | 307 | 0.11% | — | 88 | +3,042 | New | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,980 | 301 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INSIGHT 2811, INC. | History | Added to | 2,953 | 298 | 0.13% | 0.13% | 90 | +55 | 1.9% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,860 | 288 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | No change | 2,808 | 283 | 0.12% | 0.13% | 92 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFG Advisors, LLC | History | No change | 2,770 | 279 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Veratis Advisors, Inc. | History | New | 2,561 | 278 | 0.22% | — | 94 | +2,561 | New | Q4 2025 | Feb 18, 2026 |
| StoneX Group Inc. | History | Reduced | 2,718 | 274 | 0.01% | 0.01% | 95 | -580 | -17.59% | Q4 2025 | Feb 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,592 | 261 | 0.03% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,533 | 255 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 2,522 | 254 | 0.0% | 0.0% | 98 | +389 | 18.24% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,515 | 254 | 0.0% | 0.0% | 99 | +242 | 10.65% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 2,498 | 252 | 0.02% | 0.02% | 101 | +8 | 0.32% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | No change | 2,502 | 252 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | No change | 2,437 | 246 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 2,375 | 239 | 0.0% | 0.0% | 103 | +37 | 1.58% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,356 | 237 | 0.02% | 0.02% | 104 | -228 | -8.82% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 2,255 | 227 | 0.15% | 0.15% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 2,229 | 225 | 0.01% | 0.01% | 106 | +1 | 0.04% | Q4 2025 | Feb 19, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,200 | 222 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,136 | 215 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 2,116 | 213 | 0.16% | 0.15% | 109 | +72 | 3.52% | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,086 | 210 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,049 | 207 | 0.0% | — | 111 | +2,049 | New | Q4 2025 | Feb 18, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 2,000 | 202 | 0.01% | 0.01% | 112 | -60 | -2.91% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 1,984 | 200 | 0.0% | — | 113 | +1,984 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 1,931 | 195 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,876 | 189 | 0.0% | 0.0% | 115 | +758 | 67.8% | Q4 2025 | Feb 02, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,504 | 152 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | No change | 1,201 | 121 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,150 | 119 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,136 | 114 | 0.0% | — | 119 | +1,136 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,104 | 111 | 0.01% | — | 120 | +1,104 | New | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,060 | 107 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 936 | 94 | 0.0% | 0.0% | 122 | -193 | -17.09% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 899 | 90 | 0.0% | 0.0% | 123 | +11 | 1.24% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 878 | 88 | 0.0% | 0.0% | 124 | +748 | 575.38% | Q4 2025 | Feb 12, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 831 | 83 | 0.1% | 0.09% | 125 | +40 | 5.06% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 789 | 79 | 0.04% | 0.05% | 126 | -665 | -45.74% | Q4 2025 | Feb 18, 2026 |
| Founders Capital Management | History | No change | 770 | 77 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| EASTERN BANK | History | No change | 756 | 76 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | No change | 731 | 73 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 720 | 72 | 0.05% | 0.05% | 131 | +13 | 1.84% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | No change | 722 | 72 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 663 | 67 | 0.0% | 0.0% | 132 | -293 | -30.65% | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 600 | 60 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 593 | 59 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 578 | 58 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 450 | 45 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 448 | 45 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 444 | 44 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 435 | 43 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 396 | 40 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 394 | 39 | 0.01% | 0.01% | 141 | +7 | 1.81% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | New | 345 | 36 | 0.0% | — | 142 | +345 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 335 | 34 | 0.0% | — | 144 | +335 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 346 | 34 | 0.0% | 0.0% | 143 | +137 | 65.55% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 328 | 33 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | No change | 325 | 32 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BOKF, NA | History | New | 213 | 21 | 0.0% | — | 147 | +213 | New | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 208 | 21 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 200 | 20 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Advisors | History | No change | 198 | 20 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 178 | 17 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 168 | 16 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 130 | 13 | 0.0% | — | 154 | +130 | New | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 138 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| NorthAvenue LLC | History | New | 118 | 11 | 0.01% | — | 155 | +118 | New | Q4 2025 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 100 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 23 | 2 | 0.0% | — | 157 | +23 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 19 | 1 | 0.0% | — | 160 | +19 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16 | 1 | 0.0% | 0.0% | 159 | +3 | 23.08% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Spectrum Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -10,027 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,906 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Financial Consulting LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -3,070 | -100.0% | Q3 2025 | Oct 15, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,312 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,358 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,141 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -892 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GODSEY & GIBB, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |