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 | Reduced | 1,055,090 | 107,566 | 0.91% | 0.89% | 1 | -34,804 | -3.19% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 862,573 | 87,939 | 0.1% | 0.1% | 2 | -6,165 | -0.71% | Q1 2026 | May 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 815,334 | 83,123 | 3.33% | 3.23% | 3 | +4,229 | 0.52% | Q1 2026 | Apr 16, 2026 |
| Trust Point Inc. | History | New | 641,623 | 65,413 | 5.68% | — | 4 | +641,623 | New | Q1 2026 | Apr 15, 2026 |
| MORGAN STANLEY | History | Added to | 378,657 | 38,604 | 0.0% | 0.0% | 5 | +48,329 | 14.63% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 221,988 | 22,631 | 0.0% | 0.0% | 6 | -7,363 | -3.21% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 210,498 | 21,460 | 0.01% | 0.01% | 7 | -8,185 | -3.74% | Q1 2026 | May 14, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 174,434 | 17,783 | 3.66% | 3.58% | 8 | +2,128 | 1.24% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 158,534 | 16,162 | 0.46% | 0.47% | 9 | +7,763 | 5.15% | Q1 2026 | Apr 09, 2026 |
| LPL Financial LLC | History | Added to | 121,596 | 12,396 | 0.0% | 0.0% | 10 | +5,249 | 4.51% | Q1 2026 | May 06, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 117,922 | 12,022 | 5.48% | 5.55% | 11 | -681 | -0.57% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 114,826 | 11,706 | 0.79% | 0.8% | 12 | -1,654 | -1.42% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 108,223 | 11,033 | 0.0% | 0.0% | 13 | +5,359 | 5.21% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 89,162 | 9,090 | 0.0% | 0.0% | 14 | +13,616 | 18.02% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Added to | 84,045 | 8,568 | 0.71% | 0.57% | 15 | +13,712 | 19.5% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 82,055 | 8,365 | 0.01% | 0.01% | 16 | +2,162 | 2.71% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,040 | 7,752 | 0.03% | 0.03% | 17 | +1,572 | 2.11% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,193 | 7,462 | 0.01% | 0.01% | 18 | +22,851 | 45.39% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 54,796 | 5,586 | 0.01% | 0.01% | 19 | -692 | -1.25% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 45,487 | 4,637 | 0.01% | 0.01% | 20 | -445 | -0.97% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 36,576 | 3,728 | 0.02% | 0.02% | 21 | -386 | -1.04% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,410 | 3,712 | 0.0% | 0.0% | 22 | -8,583 | -19.08% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 33,869 | 3,452 | 0.01% | 0.01% | 23 | -706 | -2.04% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 33,201 | 3,392 | 0.02% | 0.02% | 24 | -2,095 | -5.94% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,742 | 3,257 | 0.01% | 0.01% | 25 | -6,914 | -17.89% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 29,635 | 3,021 | 0.01% | 0.02% | 26 | -90 | -0.3% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,700 | 2,925 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 28,666 | 2,922 | 0.0% | — | 28 | +28,666 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,568 | 2,845 | 0.0% | 0.0% | 29 | +1,051 | 3.82% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 24,933 | 2,541 | 0.03% | 0.04% | 30 | -76 | -0.3% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,228 | 2,062 | 0.0% | 0.0% | 31 | +18,352 | 978.25% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,202 | 1,958 | 0.0% | 0.0% | 32 | -265 | -1.36% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 18,343 | 1,870 | 0.01% | 0.01% | 33 | +1,897 | 11.53% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 18,352 | 1,853 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 15,786 | 1,609 | 0.0% | 0.0% | 35 | +442 | 2.88% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 15,121 | 1,541 | 1.41% | 1.41% | 36 | +216 | 1.45% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 14,047 | 1,432 | 0.02% | — | 37 | +14,047 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,708 | 1,369 | 0.0% | 0.0% | 38 | +4,246 | 44.87% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 13,160 | 1,341 | 0.3% | 0.31% | 39 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 13,149 | 1,340 | 0.0% | 0.0% | 40 | +675 | 5.41% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,398 | 1,264 | 0.01% | 0.01% | 41 | -830 | -6.27% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,251 | 1,249 | 0.0% | 0.0% | 42 | -1,410 | -10.32% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 10,985 | 1,119 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,379 | 1,058 | 0.0% | — | 45 | +10,379 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,380 | 1,058 | 0.0% | 0.0% | 44 | +433 | 4.35% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10,037 | 1,023 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,983 | 1,017 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 9,582 | 976 | 0.05% | 0.05% | 48 | -1,016 | -9.59% | Q1 2026 | May 05, 2026 |
| Heritage Investment Group, Inc. | History | No change | 9,572 | 975 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,404 | 958 | 0.0% | 0.0% | 50 | +3,549 | 60.61% | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 9,236 | 941 | 0.46% | 0.47% | 51 | -183 | -1.94% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,804 | 897 | 0.0% | 0.0% | 52 | -406 | -4.41% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,595 | 876 | 0.0% | 0.0% | 53 | -2,320 | -21.26% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 8,349 | 851 | 0.01% | 0.0% | 54 | +700 | 9.15% | Q1 2026 | May 05, 2026 |
| Naviter Wealth, LLC | History | No change | 6,851 | 698 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,837 | 696 | 0.0% | 0.0% | 56 | -566 | -7.65% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,584 | 671 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 6,310 | 643 | 0.63% | 0.6% | 58 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,244 | 636 | 0.0% | 0.0% | 59 | -12 | -0.19% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 5,784 | 589 | 0.06% | 0.06% | 60 | -149 | -2.51% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 5,757 | 586 | 0.01% | 0.01% | 61 | +136 | 2.42% | Q1 2026 | May 15, 2026 |
| Goodman Financial Corp | History | Added to | 5,732 | 584 | 0.1% | 0.11% | 62 | +7 | 0.12% | Q1 2026 | May 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,609 | 571 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,584 | 569 | 0.0% | 0.0% | 64 | -114 | -2.0% | Q1 2026 | Apr 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,007 | 548 | 0.04% | 0.05% | 65 | -23 | -0.46% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,299 | 540 | 0.02% | 0.02% | 66 | +7 | 0.13% | Q1 2026 | May 06, 2026 |
| Factorial Partners, LLC | History | No change | 5,200 | 530 | 0.38% | 0.35% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 5,163 | 526 | 0.21% | 0.2% | 68 | -23 | -0.44% | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,943 | 503 | 0.06% | 0.06% | 69 | -27 | -0.54% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,754 | 484 | 0.0% | 0.0% | 70 | -840 | -15.02% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 4,708 | 479 | 0.02% | — | 71 | +4,708 | New | Q1 2026 | Apr 21, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,591 | 468 | 0.14% | 0.14% | 72 | -100 | -2.13% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,547 | 463 | 0.01% | 0.01% | 73 | +509 | 12.61% | Q1 2026 | May 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 4,535 | 462 | 0.2% | 0.2% | 74 | -53 | -1.16% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | No change | 4,511 | 459 | 0.28% | 0.31% | 75 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BHK Investment Advisors, LLC | History | No change | 4,400 | 448 | 0.15% | 0.15% | 76 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,140 | 422 | 0.11% | 0.11% | 77 | -64 | -1.52% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,081 | 416 | 0.0% | 0.0% | 78 | +62 | 1.54% | Q1 2026 | Apr 30, 2026 |
| Passive Capital Management, LLC. | History | No change | 4,026 | 410 | 0.12% | 0.13% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,802 | 387 | 0.0% | 0.0% | 80 | +77 | 2.07% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | New | 3,756 | 382 | 0.0% | — | 82 | +3,756 | New | Q1 2026 | May 13, 2026 |
| Hobart Private Capital, LLC | History | No change | 3,756 | 382 | 0.08% | 0.07% | 81 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealthquest Corp | History | No change | 3,530 | 356 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | No change | 3,480 | 354 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 3,465 | 353 | 0.0% | 0.0% | 85 | +943 | 37.39% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | No change | 3,234 | 329 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,148 | 320 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,136 | 319 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 3,118 | 317 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 3,102 | 316 | 0.02% | 0.01% | 90 | +384 | 14.13% | Q1 2026 | May 14, 2026 |
| INSIGHT 2811, INC. | History | Added to | 3,072 | 313 | 0.13% | 0.13% | 91 | +119 | 4.03% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,061 | 312 | 0.01% | 0.01% | 92 | +624 | 25.61% | Q1 2026 | May 19, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,059 | 311 | 0.01% | 0.02% | 93 | -1,608 | -34.45% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,028 | 308 | 0.0% | 0.0% | 94 | -48 | -1.56% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,980 | 303 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,860 | 291 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WealthCollab, LLC | History | No change | 2,808 | 286 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,787 | 284 | 0.03% | 1.53% | 98 | -156,141 | -98.25% | Q1 2026 | Apr 10, 2026 |
| IFG Advisors, LLC | History | No change | 2,770 | 282 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Veratis Advisors, Inc. | History | No change | 2,561 | 278 | 0.22% | 0.22% | 100 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,642 | 269 | 0.01% | 0.01% | 101 | -2,206 | -45.5% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,528 | 257 | 0.0% | — | 102 | +2,528 | New | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | No change | 2,498 | 254 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,479 | 252 | 0.0% | 0.0% | 104 | -36 | -1.43% | Q1 2026 | May 08, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 2,258 | 230 | 0.08% | 0.42% | 105 | -9,383 | -80.6% | Q1 2026 | May 15, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 2,255 | 229 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,243 | 228 | 0.01% | 0.02% | 107 | -113 | -4.8% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | No change | 2,229 | 227 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 2,210 | 225 | 0.16% | 0.16% | 109 | +94 | 4.44% | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,200 | 224 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Regal Investment Advisors LLC | History | New | 2,178 | 222 | 0.01% | — | 111 | +2,178 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,136 | 217 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 2,117 | 215 | 0.0% | 0.0% | 113 | -258 | -10.86% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | New | 2,104 | 214 | 0.0% | — | 114 | +2,104 | New | Q1 2026 | May 12, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,086 | 212 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,049 | 209 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Genesis Financial Group, LLC | History | New | 2,045 | 208 | 0.13% | — | 117 | +2,045 | New | Q1 2026 | May 18, 2026 |
| Claris Financial LLC | History | New | 2,000 | 203 | 0.11% | — | 119 | +2,000 | New | Q1 2026 | May 18, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,000 | 203 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,984 | 202 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,931 | 196 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,541 | 157 | 0.0% | — | 122 | +1,541 | New | Q1 2026 | May 08, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,504 | 153 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,363 | 138 | 0.09% | 0.05% | 124 | +643 | 89.31% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 1,201 | 122 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,136 | 115 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,114 | 114 | 0.01% | 0.01% | 127 | -36 | -3.13% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,059 | 107 | 0.02% | 0.03% | 128 | -1 | -0.09% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 936 | 95 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 899 | 90 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 831 | 84 | 0.11% | 0.1% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PlanVest Financial, Inc | History | New | 805 | 82 | 0.06% | — | 132 | +805 | New | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 772 | 78 | 0.04% | 0.04% | 134 | -17 | -2.15% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 770 | 78 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 731 | 73 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Corp | History | No change | 722 | 73 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 663 | 67 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 600 | 61 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 593 | 60 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 572 | 58 | 0.02% | 0.02% | 140 | -6 | -1.04% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 472 | 48 | 0.0% | — | 141 | +472 | New | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 450 | 45 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 448 | 45 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | No change | 444 | 45 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 435 | 44 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 418 | 42 | 0.0% | 0.0% | 146 | +218 | 109.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 396 | 40 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 394 | 40 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 328 | 33 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 325 | 33 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 325 | 32 | 0.0% | 0.0% | 151 | -10 | -2.99% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 213 | 21 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 208 | 21 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 202 | 20 | 0.0% | 0.0% | 154 | -144 | -41.62% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | No change | 198 | 20 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 178 | 18 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 168 | 18 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 162 | 16 | 0.0% | — | 158 | +162 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 138 | 14 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 130 | 13 | 0.0% | 0.0% | 161 | -748 | -85.19% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 130 | 13 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NorthAvenue LLC | History | No change | 118 | 12 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 100 | 10 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 56 | 5 | 0.0% | 0.0% | 164 | -700 | -92.59% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 35 | 3 | 0.0% | 0.0% | 165 | +19 | 118.75% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,533 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 19 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cambridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,013 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,042 | -100.0% | Q1 2026 | Apr 03, 2026 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,592 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,502 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,104 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 01, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |