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 | 1,104,927 | 126,039 | 0.94% | 0.91% | 1 | +49,837 | 4.72% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 858,070 | 97,880 | 0.1% | 0.1% | 2 | -4,503 | -0.52% | Q2 2026 | Aug 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 815,504 | 93,024 | 3.65% | 3.33% | 3 | +170 | 0.02% | Q2 2026 | Jul 08, 2026 |
| Trust Point Inc. | History | Added to | 664,535 | 75,803 | 6.43% | 5.68% | 4 | +22,912 | 3.57% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | Added to | 384,509 | 43,861 | 0.0% | 0.0% | 5 | +5,852 | 1.55% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 215,307 | 24,560 | 0.0% | 0.0% | 6 | -6,681 | -3.01% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 212,075 | 24,191 | 0.01% | 0.01% | 7 | +1,577 | 0.75% | Q2 2026 | Aug 14, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 176,020 | 20,078 | 3.68% | 3.66% | 8 | +1,586 | 0.91% | Q2 2026 | Jul 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 161,287 | 18,397 | 0.48% | 0.46% | 9 | +2,753 | 1.74% | Q2 2026 | Jul 07, 2026 |
| LPL Financial LLC | History | Added to | 154,602 | 17,635 | 0.0% | 0.0% | 10 | +33,006 | 27.14% | Q2 2026 | Aug 07, 2026 |
| Lutz Financial Services LLC | History | Reduced | 114,034 | 13,007 | 0.79% | 0.79% | 11 | -792 | -0.69% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 107,420 | 12,253 | 0.0% | 0.0% | 12 | -803 | -0.74% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 92,669 | 10,570 | 5.07% | 5.48% | 13 | -25,253 | -21.42% | Q2 2026 | Aug 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | New | 89,036 | 10,156 | 3.21% | — | 14 | +89,036 | New | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | Added to | 84,562 | 9,645 | 0.68% | 0.71% | 15 | +517 | 0.62% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 73,531 | 8,387 | 0.0% | 0.0% | 16 | -15,631 | -17.53% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,501 | 8,384 | 0.01% | 0.01% | 17 | +308 | 0.42% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | Added to | 72,486 | 7,825 | 0.02% | 0.02% | 18 | +35,910 | 98.18% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 53,795 | 6,136 | 0.01% | 0.01% | 19 | -1,001 | -1.83% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 52,837 | 6,027 | 0.0% | 0.01% | 20 | -29,218 | -35.61% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 44,796 | 5,109 | 0.01% | 0.01% | 21 | -691 | -1.52% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 39,722 | 4,531 | 0.01% | 0.03% | 22 | -36,318 | -47.76% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,120 | 4,200 | 0.01% | 0.01% | 23 | +5,378 | 16.94% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Added to | 33,481 | 3,819 | 0.02% | 0.02% | 24 | +280 | 0.84% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 32,947 | 3,758 | 0.01% | 0.01% | 25 | +3,312 | 11.18% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Reduced | 32,704 | 3,730 | 0.02% | 0.01% | 26 | -1,165 | -3.44% | Q2 2026 | Aug 11, 2026 |
| M1 Capital Management LLC | History | New | 31,403 | 3,582 | 1.32% | — | 27 | +31,403 | New | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,264 | 3,445 | 0.0% | 0.0% | 28 | +1,696 | 5.94% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,917 | 3,298 | 0.0% | 0.0% | 29 | -7,493 | -20.58% | Q2 2026 | Sep 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,700 | 3,273 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 24,718 | 2,819 | 0.03% | 0.03% | 31 | -215 | -0.86% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,782 | 2,253 | 0.0% | 0.0% | 32 | +6,074 | 44.31% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 19,507 | 2,225 | 0.0% | 0.0% | 33 | +305 | 1.59% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 17,993 | 2,052 | 0.02% | 0.01% | 34 | -350 | -1.91% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 15,999 | 1,825 | 0.0% | 0.0% | 35 | +213 | 1.35% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 14,940 | 1,704 | 1.37% | 1.41% | 36 | -181 | -1.2% | Q2 2026 | Aug 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,479 | 1,537 | 0.0% | 0.0% | 37 | +1,228 | 10.02% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 13,253 | 1,511 | 0.0% | 0.0% | 38 | -6,975 | -34.48% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 13,160 | 1,501 | 0.29% | 0.3% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,485 | 1,424 | 0.01% | 0.01% | 40 | +87 | 0.7% | Q2 2026 | Jul 27, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 11,735 | 1,338 | 0.08% | 0.08% | 41 | +750 | 6.83% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,674 | 1,217 | 0.0% | 0.0% | 42 | +2,079 | 24.19% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,443 | 1,191 | 0.0% | 0.0% | 43 | +460 | 4.61% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,187 | 1,162 | 0.0% | 0.0% | 44 | -193 | -1.86% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | Added to | 10,124 | 1,154 | 0.06% | 0.05% | 45 | +542 | 5.66% | Q2 2026 | Jul 16, 2026 |
| Heritage Investment Group, Inc. | History | No change | 9,572 | 1,091 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 9,094 | 1,037 | 0.47% | 0.46% | 47 | -142 | -1.54% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Reduced | 8,884 | 1,013 | 0.0% | 0.0% | 48 | -4,265 | -32.44% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 8,349 | 952 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,821 | 892 | 0.0% | 0.0% | 50 | +984 | 14.39% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,158 | 816 | 0.0% | 0.0% | 51 | -21,508 | -75.03% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 6,851 | 781 | 0.07% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,659 | 759 | 0.0% | 0.0% | 53 | +75 | 1.14% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,241 | 711 | 0.0% | 0.0% | 54 | -3 | -0.05% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | Added to | 5,864 | 668 | 0.06% | 0.06% | 55 | +80 | 1.38% | Q2 2026 | Jul 21, 2026 |
| Goodman Financial Corp | History | Added to | 5,793 | 660 | 0.1% | 0.1% | 56 | +61 | 1.06% | Q2 2026 | Jul 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,609 | 639 | 0.04% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 5,584 | 636 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | Reduced | 5,429 | 619 | 0.0% | 0.0% | 59 | -3,975 | -42.27% | Q2 2026 | Aug 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,251 | 607 | 0.05% | 0.04% | 60 | +244 | 4.87% | Q2 2026 | Jul 29, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,312 | 605 | 0.02% | 0.02% | 61 | +13 | 0.25% | Q2 2026 | Aug 05, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 4,985 | 568 | 0.2% | 0.21% | 62 | -178 | -3.45% | Q2 2026 | Aug 12, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 4,946 | 564 | 0.5% | 0.63% | 63 | -1,364 | -21.62% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,895 | 558 | 0.0% | 0.01% | 64 | -5,142 | -51.23% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 4,894 | 558 | 0.36% | 0.09% | 65 | +3,531 | 259.06% | Q2 2026 | Jul 31, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 4,886 | 557 | 0.24% | 0.2% | 66 | +351 | 7.74% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,754 | 542 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4,708 | 537 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 4,500 | 513 | 0.0% | — | 69 | +4,500 | New | Q2 2026 | Aug 14, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,414 | 503 | 0.14% | 0.14% | 70 | -177 | -3.86% | Q2 2026 | Jul 09, 2026 |
| BHK Investment Advisors, LLC | History | No change | 4,400 | 501 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,390 | 500 | 0.01% | 0.01% | 72 | -157 | -3.45% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 4,326 | 493 | 0.3% | 0.28% | 73 | -185 | -4.1% | Q2 2026 | Jul 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,126 | 470 | 0.11% | 0.11% | 74 | -14 | -0.34% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Reduced | 4,012 | 457 | 0.01% | 0.01% | 76 | -1,745 | -30.31% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,007 | 457 | 0.0% | 0.0% | 75 | -74 | -1.81% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,802 | 433 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 3,756 | 428 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hobart Private Capital, LLC | History | No change | 3,756 | 428 | 0.07% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Passive Capital Management, LLC. | History | No change | 4,026 | 406 | 0.13% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 3,546 | 404 | 0.0% | 0.0% | 81 | +81 | 2.34% | Q2 2026 | Aug 13, 2026 |
| Wealthquest Corp | History | No change | 3,530 | 402 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMG National Trust Bank | History | No change | 3,480 | 396 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glenview Trust Co | History | No change | 3,234 | 368 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | New | 3,222 | 367 | 0.0% | — | 85 | +3,222 | New | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,148 | 359 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,136 | 357 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 3,118 | 355 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INSIGHT 2811, INC. | History | Added to | 3,073 | 350 | 0.14% | 0.13% | 89 | +1 | 0.03% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 3,061 | 349 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,028 | 345 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,009 | 343 | 0.01% | 0.01% | 92 | -50 | -1.63% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | Reduced | 2,868 | 327 | 0.01% | 0.02% | 93 | -234 | -7.54% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,864 | 326 | 0.0% | 0.0% | 95 | +331 | 13.07% | Q2 2026 | Aug 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,860 | 326 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthCollab, LLC | History | No change | 2,808 | 320 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisors, LLC | History | No change | 2,770 | 315 | 0.04% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,980 | 303 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Veratis Advisors, Inc. | History | New | 2,562 | 292 | 0.21% | — | 99 | +2,562 | New | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,479 | 282 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | Reduced | 2,460 | 280 | 0.02% | 0.02% | 101 | -38 | -1.52% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,435 | 277 | 0.01% | 0.01% | 102 | -207 | -7.83% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 2,255 | 257 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,228 | 254 | 0.0% | 0.0% | 104 | +92 | 4.31% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 2,229 | 254 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,216 | 252 | 0.02% | 0.03% | 106 | -571 | -20.49% | Q2 2026 | Jul 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,200 | 250 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 2,174 | 247 | 0.07% | 0.08% | 108 | -84 | -3.72% | Q2 2026 | Aug 06, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 2,173 | 247 | 0.16% | 0.16% | 109 | -37 | -1.67% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 2,104 | 240 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,082 | 237 | 0.01% | 0.01% | 111 | -161 | -7.18% | Q2 2026 | Jul 15, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,086 | 237 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Genesis Financial Group, LLC | History | Added to | 2,050 | 233 | 0.15% | 0.13% | 114 | +5 | 0.24% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 2,050 | 233 | 0.0% | 0.0% | 113 | +1 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,984 | 226 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 1,930 | 220 | 0.07% | — | 117 | +1,930 | New | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | Reduced | 1,933 | 220 | 0.0% | 0.0% | 116 | -184 | -8.69% | Q2 2026 | Aug 14, 2026 |
| Jacobs Equity LLC | History | New | 1,926 | 219 | 0.15% | — | 118 | +1,926 | New | Q2 2026 | Aug 14, 2026 |
| BDFS Capital LLC | History | New | 1,922 | 219 | 0.1% | — | 119 | +1,922 | New | Q2 2026 | Jul 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 1,905 | 217 | 0.02% | 0.06% | 120 | -3,038 | -61.46% | Q2 2026 | Jul 09, 2026 |
| Carnegie Lake Advisors LLC | History | New | 1,910 | 217 | 0.08% | — | 121 | +1,910 | New | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | New | 1,886 | 215 | 0.0% | — | 122 | +1,886 | New | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 1,829 | 208 | 0.0% | — | 123 | +1,829 | New | Q2 2026 | Jul 17, 2026 |
| Gotham Asset Management, LLC | History | New | 1,812 | 206 | 0.0% | — | 124 | +1,812 | New | Q2 2026 | Aug 14, 2026 |
| Claris Financial LLC | History | No change | 2,000 | 203 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Rockbridge Investment Management, LCC | History | New | 1,767 | 201 | 0.02% | — | 126 | +1,767 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 1,761 | 200 | 0.0% | 0.0% | 127 | +560 | 46.63% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 1,619 | 184 | 0.0% | 0.0% | 128 | +78 | 5.06% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | New | 1,600 | 182 | 0.0% | — | 129 | +1,600 | New | Q2 2026 | Aug 03, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,504 | 172 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,381 | 157 | 0.0% | 0.0% | 131 | -550 | -28.48% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,114 | 126 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,084 | 123 | 0.0% | — | 133 | +1,084 | New | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,059 | 120 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | Added to | 832 | 94 | 0.06% | 0.06% | 136 | +27 | 3.35% | Q2 2026 | Aug 10, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 831 | 94 | 0.1% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Capital Management | History | No change | 770 | 87 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 722 | 82 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Dedication, LLC | History | Added to | 704 | 80 | 0.01% | 0.0% | 139 | +116 | 19.73% | Q2 2026 | Jul 30, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 600 | 68 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 593 | 67 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 572 | 65 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 526 | 59 | 0.02% | 0.04% | 143 | -246 | -31.87% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 472 | 53 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 450 | 51 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 448 | 51 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 444 | 50 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 435 | 49 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 396 | 45 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 394 | 44 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 418 | 42 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 325 | 37 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 328 | 37 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 325 | 37 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Guardian Partners Inc. | History | New | 312 | 35 | 0.0% | — | 155 | +312 | New | Q2 2026 | Jul 29, 2026 |
| Regatta Research & Money Management | History | New | 300 | 34 | 0.03% | — | 156 | +300 | New | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 258 | 29 | 0.0% | — | 157 | +258 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 220 | 25 | 0.0% | 0.0% | 158 | -443 | -66.82% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 213 | 24 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 208 | 23 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 202 | 23 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Advisors | History | No change | 198 | 22 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 190 | 21 | 0.0% | 0.0% | 163 | -746 | -79.7% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 182 | 20 | 0.0% | — | 164 | +182 | New | Q2 2026 | Jul 28, 2026 |
| Markowski Investments | History | New | 174 | 19 | 0.0% | — | 166 | +174 | New | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 168 | 19 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 162 | 18 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 138 | 15 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| NorthAvenue LLC | History | No change | 118 | 13 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Bancorp, Inc /ME/ | History | New | 100 | 11 | 0.0% | — | 170 | +100 | New | Q2 2026 | Aug 11, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 67 | 7 | 0.0% | 0.0% | 171 | -111 | -62.36% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 56 | 6 | 0.0% | — | 173 | +56 | New | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 56 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 20 | 2 | 0.0% | 0.0% | 174 | -15 | -42.86% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -14,047 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,379 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,804 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Factorial Partners, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -5,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,528 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,178 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,136 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |