VANGUARD WORLD FUND - MGC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History No change 3,369,826 922,085 0.22% 0.22% 1 0 0.0% Q2 2026 Sep 23, 2026
BANK OF AMERICA CORP /DE/ History No change 1,529,913 418,630 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 730,563 199,903 1.4% 1.4% 3 0 0.0% Q2 2026 Aug 10, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 630,488 172,520 1.29% 1.29% 4 0 0.0% Q2 2026 Aug 05, 2026
MORGAN STANLEY History No change 589,146 161,208 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 570,936 156,225 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 507,282 138,807 5.07% 5.07% 7 0 0.0% Q2 2026 Jul 21, 2026
UBS Group AG History No change 459,689 125,784 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 446,235 122,103 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 07, 2026
Procyon Advisors, LLC History No change 441,124 120,704 5.21% 5.21% 10 0 0.0% Q2 2026 Jul 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 434,711 118,949 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 409,444 112,036 0.54% 0.54% 12 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 364,847 99,841 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 343,460 93,980 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 299,443 81,936 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 287,972 78,797 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 217,223 59,438 12.59% 12.59% 17 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History No change 211,482 57,920 0.82% 0.82% 18 0 0.0% Q2 2026 Jul 08, 2026
Verus Financial Partners, Inc. History No change 201,543 55,148 4.72% 4.72% 19 0 0.0% Q2 2026 Jul 21, 2026
CAPTRUST FINANCIAL ADVISORS History No change 191,096 52,289 0.08% 0.08% 20 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 178,867 48,943 0.16% 0.16% 21 0 0.0% Q2 2026 Jul 28, 2026
Forvis Mazars Wealth Advisors, LLC History No change 173,309 47,422 0.79% 0.79% 22 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 169,974 46,509 0.06% 0.06% 23 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 165,661 45,329 0.06% 0.06% 24 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 158,902 43,480 0.07% 0.07% 25 0 0.0% Q2 2026 Aug 13, 2026
Black Diamond Financial, LLC History No change 149,997 41,043 3.62% 3.62% 26 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 148,187 40,548 0.31% 0.31% 27 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 146,188 40,001 0.18% 0.18% 28 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 145,226 39,738 0.62% 0.62% 29 0 0.0% Q2 2026 Jul 22, 2026
ProVise Management Group, LLC History No change 139,081 38,056 2.55% 2.55% 30 0 0.0% Q2 2026 Aug 03, 2026
ROYAL BANK OF CANADA History No change 134,408 36,777 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 143,204 33,846 0.94% 0.94% 32 0 0.0% Q2 2026 Aug 13, 2026
Piedmont Capital Management, LLC History No change 108,485 29,675 14.99% 14.99% 33 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 103,295 28,528 0.08% 0.08% 34 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 102,125 27,962 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 101,496 27,772 0.37% 0.37% 36 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 97,516 26,683 0.39% 0.39% 37 0 0.0% Q2 2026 Jul 14, 2026
Praetorian Wealth Management, Inc. History No change 94,598 25,884 4.47% 4.47% 38 0 0.0% Q2 2026 Jul 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 91,865 25,137 0.06% 0.06% 39 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 74,345 20,150 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 73,871 19,694 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 69,643 19,056 5.06% 5.06% 42 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 67,382 18,437 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
COZAD ASSET MANAGEMENT INC History No change 67,196 18,386 1.19% 1.19% 44 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 66,146 18,099 0.96% 0.96% 45 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 66,094 18,085 0.19% 0.19% 46 0 0.0% Q2 2026 Aug 03, 2026
Colorado Capital Management, Inc. History No change 62,091 16,990 5.8% 5.8% 47 0 0.0% Q2 2026 Jul 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 61,076 16,905 0.03% 0.03% 48 0 0.0% Q2 2026 Jul 15, 2026
Beacon Pointe Advisors, LLC History No change 60,989 16,688 0.08% 0.08% 49 0 0.0% Q2 2026 Aug 18, 2026
HB Wealth Management, LLC History No change 59,355 16,241 0.09% 0.09% 50 0 0.0% Q2 2026 Jul 29, 2026
AlphaCore Capital LLC History No change 59,174 16,191 0.3% 0.3% 51 0 0.0% Q2 2026 Aug 06, 2026
Capital Advantage, Inc. History No change 58,934 16,126 1.97% 1.97% 52 0 0.0% Q2 2026 Jul 13, 2026
Choate Investment Advisors History No change 58,067 15,888 0.28% 0.28% 53 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 55,040 15,060 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 51,215 14,014 0.83% 0.83% 55 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 50,608 13,847 4.41% 4.41% 56 0 0.0% Q2 2026 Jul 23, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 50,416 13,795 3.39% 3.39% 57 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 50,085 13,705 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 05, 2026
TriaGen Wealth Management LLC History No change 48,100 13,161 3.29% 3.29% 59 0 0.0% Q2 2026 Jul 21, 2026
STEPH & CO History No change 45,326 12,402 3.14% 3.14% 60 0 0.0% Q2 2026 Jul 16, 2026
Baird Financial Group, Inc. History No change 45,257 12,383 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 44,771 12,250 1.46% 1.46% 62 0 0.0% Q2 2026 Jul 20, 2026
FSA WEALTH PARTNERS, INC. History No change 40,819 11,169 2.8% 2.8% 63 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Wealth History No change 40,266 11,018 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 12, 2026
Blackston Financial Advisory Group, LLC History No change 39,781 10,885 6.14% 6.14% 65 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 38,974 10,664 0.25% 0.25% 66 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 37,636 10,298 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 37,446 10,246 0.22% 0.22% 68 0 0.0% Q2 2026 Aug 13, 2026
Segment Wealth Management, LLC History No change 36,848 10,082 0.52% 0.52% 69 0 0.0% Q2 2026 Jul 16, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 36,403 9,961 1.55% 1.55% 70 0 0.0% Q2 2026 Jul 29, 2026
Baker Ellis Asset Management LLC History No change 35,630 9,749 1.01% 1.01% 71 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 34,171 9,350 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 33,163 9,074 0.07% 0.07% 73 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 32,393 8,863 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 06, 2026
WIN ADVISORS, INC History No change 31,891 8,726 3.11% 3.11% 75 0 0.0% Q2 2026 Aug 04, 2026
Prospera Financial Services Inc History No change 31,779 8,695 0.13% 0.13% 76 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Advisors, LLC History No change 30,685 8,396 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 30,476 8,339 0.61% 0.61% 78 0 0.0% Q2 2026 Aug 03, 2026
Tradition Wealth Management, LLC History No change 29,500 8,072 0.49% 0.49% 79 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 28,590 7,822 0.04% 0.04% 80 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 28,169 7,707 1.73% 1.73% 81 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 27,662 7,569 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 27,432 7,509 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 27,358 7,485 0.86% 0.86% 84 0 0.0% Q2 2026 Jul 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 27,055 7,402 1.25% 1.25% 85 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 26,618 7,283 0.06% 0.06% 86 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 26,113 7,145 1.74% 1.74% 87 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 25,912 7,090 0.21% 0.21% 88 0 0.0% Q2 2026 Jul 30, 2026
MA Private Wealth History No change 25,242 6,907 1.03% 1.03% 89 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 24,547 6,716 0.11% 0.11% 90 0 0.0% Q2 2026 Jul 17, 2026
CALTON & ASSOCIATES, INC. History No change 24,363 6,666 0.98% 0.98% 91 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY ADVISORS, INC. History No change 23,769 6,503 4.38% 4.38% 92 0 0.0% Q2 2026 Jul 24, 2026
Mariner, LLC History No change 23,729 6,492 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 23,476 6,423 0.08% 0.08% 94 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 23,252 6,362 0.52% 0.52% 95 0 0.0% Q2 2026 Aug 05, 2026
Crews Bank & Trust History No change 23,110 6,323 0.83% 0.83% 96 0 0.0% Q2 2026 Jul 16, 2026
CITADEL ADVISORS LLC History No change 22,839 6,249 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 02, 2026
FDx Advisors, Inc. History No change 22,597 6,183 1.86% 1.86% 98 0 0.0% Q2 2026 Aug 04, 2026
GOLDMAN SACHS GROUP INC History No change 22,491 6,154 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT CAPITAL STRATEGIES History No change 22,409 6,131 2.13% 2.13% 100 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 22,057 6,035 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 20,502 5,610 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 05, 2026
Stokes Family Office, LLC History No change 20,280 5,549 0.65% 0.65% 103 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 18,839 5,155 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 18,785 5,140 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 18,594 5,087 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 18,525 5,068 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 11, 2026
USAdvisors Wealth Management, LLC History No change 18,058 4,941 1.42% 1.42% 108 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 18,049 4,934 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 17,927 4,905 0.05% 0.05% 110 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History No change 17,697 4,777 0.36% 0.36% 111 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 17,392 4,759 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 17,163 4,696 0.09% 0.09% 113 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 16,509 4,517 0.06% 0.06% 114 0 0.0% Q2 2026 Aug 12, 2026
David Kennon Inc History No change 16,168 4,424 1.46% 1.46% 115 0 0.0% Q2 2026 Jul 22, 2026
McClarren Financial Advisors, Inc. History No change 15,774 4,316 2.23% 2.23% 116 0 0.0% Q2 2026 Jul 17, 2026
Cresset Asset Management, LLC History No change 15,660 4,285 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 15,638 4,279 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 06, 2026
1900 WEALTH MANAGEMENT LLC History No change 15,130 4,140 0.23% 0.23% 119 0 0.0% Q2 2026 Aug 04, 2026
Atria Investments, Inc History No change 14,861 4,066 0.04% 0.04% 120 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Financial Management LLC History No change 14,553 3,982 3.19% 3.19% 121 0 0.0% Q2 2026 Aug 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 16,822 3,975 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 14,267 3,903 0.31% 0.31% 123 0 0.0% Q2 2026 Jul 16, 2026
Topsail Wealth Management, LLC History No change 13,935 3,813 0.49% 0.49% 124 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 13,810 3,778 0.16% 0.16% 125 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 13,778 3,769 0.15% 0.15% 126 0 0.0% Q2 2026 Aug 12, 2026
HF Advisory Group, LLC History No change 13,596 3,720 1.15% 1.15% 127 0 0.0% Q2 2026 Jul 08, 2026
Independent Wealth Advisors LLC History No change 13,357 3,654 3.31% 3.31% 128 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 13,098 3,584 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 13,042 3,568 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 12,844 3,514 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 12,400 3,393 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Brand Asset Management Group, Inc. History No change 12,230 3,346 0.74% 0.74% 133 0 0.0% Q2 2026 Aug 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 12,225 3,345 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 12,170 3,330 0.03% 0.03% 135 0 0.0% Q2 2026 Jul 27, 2026
Systelligence, LLC History No change 12,079 3,305 0.55% 0.55% 136 0 0.0% Q2 2026 Jul 14, 2026
Clear Creek Financial Management, LLC History No change 11,946 3,268 0.21% 0.21% 137 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 11,922 3,262 0.02% 0.02% 138 0 0.0% Q2 2026 Jul 20, 2026
James J. Burns & Company, LLC History No change 11,875 3,249 0.35% 0.35% 139 0 0.0% Q2 2026 Aug 06, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 11,818 3,233 1.6% 1.6% 140 0 0.0% Q2 2026 Aug 13, 2026
GUIDANCE CAPITAL, INC History No change 11,217 3,084 0.66% 0.66% 141 0 0.0% Q2 2026 Jul 20, 2026
HRT FINANCIAL LP History No change 11,070 3,029 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
SFM, LLC History No change 10,870 2,974 1.52% 1.52% 143 0 0.0% Q2 2026 Jul 07, 2026
Lido Advisors, LLC History No change 10,813 2,958 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 07, 2026
RiverFront Investment Group, LLC History No change 10,806 2,957 0.04% 0.04% 145 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 10,750 2,941 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
Roble, Belko & Company, Inc History No change 10,452 2,860 0.31% 0.31% 147 0 0.0% Q2 2026 Jul 24, 2026
Heartwood Wealth Advisors LLC History No change 10,088 2,847 0.22% 0.21% 148 0 0.0% Q3 2026 Oct 05, 2026
CHOREO, LLC History No change 10,217 2,795 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 04, 2026
Financial Freedom, LLC History No change 9,959 2,725 1.25% 1.25% 150 0 0.0% Q2 2026 Aug 05, 2026
R2 Capital Strategies, LLC History No change 9,930 2,717 1.23% 1.23% 151 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 9,562 2,616 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 9,476 2,592 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History No change 9,417 2,576 0.08% 0.08% 154 0 0.0% Q2 2026 Jul 06, 2026
Hardy Reed LLC History No change 9,400 2,572 0.17% 0.17% 155 0 0.0% Q2 2026 Aug 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,301 2,545 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,093 2,488 0.12% 0.12% 157 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 8,783 2,403 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 8,727 2,387 0.24% 0.24% 159 0 0.0% Q2 2026 Jul 21, 2026
Brooklyn FI, LLC History No change 8,642 2,364 0.43% 0.43% 160 0 0.0% Q2 2026 Aug 04, 2026
Fort Sheridan Advisors LLC History No change 8,623 2,359 0.25% 0.25% 161 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 8,565 2,343 0.11% 0.11% 162 0 0.0% Q2 2026 Jul 23, 2026
Legacy Advisory Services, LLC History No change 8,495 2,324 1.64% 1.64% 163 0 0.0% Q2 2026 Jul 21, 2026
WESBANCO BANK INC History No change 8,413 2,302 0.06% 0.06% 164 0 0.0% Q2 2026 Jul 28, 2026
Buttonwood Financial Advisors Inc. History No change 8,270 2,262 0.69% 0.69% 165 0 0.0% Q2 2026 Jul 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 8,152 2,230 0.06% 0.06% 166 0 0.0% Q2 2026 Jul 14, 2026
Linscomb Wealth, Inc. History No change 8,097 2,215 0.1% 0.1% 167 0 0.0% Q2 2026 Jul 31, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 7,916 2,166 0.03% 0.03% 168 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,747 2,119 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 19, 2026
Park Place Capital Corp History No change 7,744 2,118 0.34% 0.34% 170 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 7,600 2,079 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 7,525 2,059 0.04% 0.04% 172 0 0.0% Q2 2026 Jul 20, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,400 2,024 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,243 1,981 0.06% 0.06% 174 0 0.0% Q2 2026 Aug 10, 2026
Bawa N Mallick Trust History No change 6,999 1,915 0.62% 0.62% 175 0 0.0% Q2 2026 Aug 14, 2026
Royal Fund Management, LLC History No change 6,930 1,896 0.16% 0.16% 176 0 0.0% Q2 2026 Jul 20, 2026
Sheridan Capital Management, LLC History No change 6,857 1,876 0.9% 0.9% 177 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 7,254 1,861 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 13, 2026
3Chopt Investment Partners, LLC History No change 6,725 1,840 0.35% 0.35% 179 0 0.0% Q2 2026 Jul 29, 2026
SIMON QUICK ADVISORS, LLC History No change 6,652 1,820 0.07% 0.07% 180 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 6,496 1,777 0.06% 0.06% 181 0 0.0% Q2 2026 Jul 30, 2026
Vanguard National Trust Co History No change 6,425 1,758 0.1% 0.1% 182 0 0.0% Q2 2026 Aug 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 6,356 1,739 1.05% 1.05% 183 0 0.0% Q2 2026 Jul 13, 2026
Claro Advisors Inc. History No change 6,249 1,709 0.18% 0.18% 184 0 0.0% Q2 2026 Jul 30, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,185 1,692 0.03% 0.03% 185 0 0.0% Q2 2026 Jul 15, 2026
MJP ASSOCIATES INC /ADV History No change 6,159 1,685 0.18% 0.18% 186 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 6,159 1,685 0.11% 0.11% 187 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 6,154 1,684 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 6,130 1,677 0.17% 0.17% 189 0 0.0% Q2 2026 Jul 17, 2026
Security Financial Services, INC. History No change 6,094 1,667 0.23% 0.23% 190 0 0.0% Q2 2026 Jul 15, 2026
Tempus Wealth Planning, LLC History No change 6,000 1,641 0.32% 0.32% 191 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,988 1,638 0.03% 0.03% 192 0 0.0% Q2 2026 Jul 15, 2026
Indivisible Partners History No change 5,929 1,622 0.09% 0.09% 193 0 0.0% Q2 2026 Aug 04, 2026
BIP Wealth, LLC History No change 5,918 1,619 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 03, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5,805 1,588 0.73% 0.73% 195 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 5,656 1,547 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History No change 5,616 1,536 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 5,582 1,527 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 10, 2026
Investment Planning Advisors, Inc. History No change 5,558 1,520 0.35% 0.35% 199 0 0.0% Q2 2026 Jul 23, 2026
Flavin Financial Services, Inc. History No change 5,284 1,445 0.82% 0.82% 200 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 5,257 1,438 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 5,246 1,435 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 11, 2026
VALLEY NATIONAL ADVISERS INC History No change 4,999 1,367 0.15% 0.15% 203 0 0.0% Q2 2026 Jul 29, 2026
Breakwater Investment Management History No change 4,880 1,335 0.45% 0.45% 204 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 4,876 1,334 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 28, 2026
Venturi Wealth Management, LLC History No change 4,875 1,333 0.05% 0.05% 206 0 0.0% Q2 2026 Jul 20, 2026
Arax Advisory Partners History No change 4,869 1,332 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 10, 2026
LongView Wealth Management History No change 4,790 1,310 0.34% 0.34% 208 0 0.0% Q2 2026 Jul 17, 2026
Harbor Asset Planning, Inc. History No change 4,758 1,302 0.98% 0.98% 209 0 0.0% Q2 2026 Jul 22, 2026
MidAtlantic Capital Management, Inc. History No change 4,723 1,292 0.8% 0.8% 210 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 4,708 1,288 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 21, 2026
Avestar Capital, LLC History No change 4,620 1,264 0.07% 0.07% 212 0 0.0% Q2 2026 Jul 29, 2026
Main Street Financial Solutions, LLC History No change 4,589 1,255 0.08% 0.08% 213 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 4,511 1,234 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 10, 2026
AMG National Trust Bank History No change 4,410 1,206 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 4,395 1,203 0.15% 0.15% 216 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 4,396 1,202 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,379 1,198 0.07% 0.07% 218 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 4,350 1,190 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 11, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,217 1,153 0.01% 0.01% 220 0 0.0% Q2 2026 Sep 23, 2026
Pathstone Holdings, LLC History No change 4,198 1,148 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 4,208 1,140 0.04% 0.04% 222 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 4,156 1,137 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 27, 2026
Beaumont Financial Advisors, LLC History No change 4,118 1,126 0.07% 0.07% 224 0 0.0% Q2 2026 Aug 04, 2026
Wescott Financial Advisory Group, LLC History No change 4,085 1,117 0.09% 0.09% 225 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 3,995 1,093 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 20, 2026
Freestone Capital Holdings, LLC History No change 3,912 1,070 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 31, 2026
Summit Trail Advisors, LLC History No change 3,760 1,028 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 11, 2026
Checchi Capital Advisers, LLC History No change 3,737 1,022 0.05% 0.05% 229 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 3,647 998 0.01% 0.01% 230 0 0.0% Q2 2026 Sep 08, 2026
West Financial Advisors, LLC History No change 3,627 992 0.15% 0.15% 231 0 0.0% Q2 2026 Jul 08, 2026
Keystone Financial Group History No change 3,617 989 0.06% 0.06% 232 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 3,599 984 0.08% 0.08% 233 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 3,550 971 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,525 964 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 24, 2026
ARK & TLK INVESTMENTS, LLC History No change 3,525 964 0.24% 0.24% 236 0 0.0% Q2 2026 Jul 20, 2026
Financial Partners Group, Inc History No change 3,519 962 0.1% 0.1% 237 0 0.0% Q2 2026 Jul 23, 2026
TrueWealth Advisors, LLC History No change 3,518 962 0.22% 0.22% 238 0 0.0% Q2 2026 Jul 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,493 955 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 20, 2026
HRC WEALTH MANAGEMENT, LLC History No change 3,428 938 0.38% 0.38% 240 0 0.0% Q2 2026 Jul 10, 2026
VANGUARD ADVISERS INC History No change 3,379 924 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
StoryOne LLC History No change 3,375 923 0.44% 0.44% 242 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 3,353 917 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 3,310 905 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 12, 2026
Prospect Financial Group LLC History No change 3,276 896 0.72% 0.72% 245 0 0.0% Q2 2026 Aug 06, 2026
Snowden Capital Advisors LLC History No change 3,265 893 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 3,257 891 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 16, 2026
HBW ADVISORY SERVICES LLC History No change 3,247 888 0.08% 0.08% 248 0 0.0% Q2 2026 Jul 16, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 3,200 875 0.09% 0.09% 249 0 0.0% Q2 2026 Jul 13, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 3,195 874 0.41% 0.41% 250 0 0.0% Q2 2026 Jul 17, 2026
UPTICK PARTNERS, LLC History No change 3,172 867 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 10, 2026
Strategies Wealth Advisors, LLC History No change 3,160 864 0.08% 0.08% 252 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 3,210 864 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,210 864 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History No change 2,967 837 0.24% 0.24% 255 0 0.0% Q2 2026 Aug 13, 2026
Embree Financial Group History No change 3,039 831 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD SECURITIES, INC. History No change 3,027 828 0.05% 0.05% 257 0 0.0% Q2 2026 Jul 15, 2026
Whipplewood Advisors, LLC History No change 2,969 812 0.55% 0.55% 258 0 0.0% Q2 2026 Jul 27, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,938 803 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 2,912 796 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 2,901 793 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 2,884 789 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,868 784 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 27, 2026
Family Office Research LLC History No change 2,852 780 0.29% 0.29% 264 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,848 779 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 14, 2026
Optivise Advisory Services LLC History No change 2,841 777 0.39% 0.39% 266 0 0.0% Q2 2026 Jul 13, 2026
Greenline Partners, LLC History No change 2,784 761 0.08% 0.08% 267 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 2,779 760 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 03, 2026
OneDigital Investment Advisors LLC History No change 2,747 751 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 2,740 749 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 17, 2026
Ancora Advisors LLC History No change 2,721 744 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
Sonoma Private Wealth LLC History No change 2,699 738 0.79% 0.79% 272 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,694 737 0.04% 0.04% 273 0 0.0% Q2 2026 Jul 20, 2026
SMITH, MOORE & CO. History No change 2,599 711 0.05% 0.05% 274 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,576 705 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 2,576 704 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 2,547 696 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 30, 2026
Pathway Financial Advisors LLC History No change 2,555 696 0.08% 0.08% 278 0 0.0% Q2 2026 Jul 06, 2026
Kane Co Wealth Management, Inc. History No change 2,515 688 0.52% 0.52% 279 0 0.0% Q2 2026 Jul 28, 2026
Capital Planning LLC History No change 2,506 685 0.2% 0.2% 280 0 0.0% Q2 2026 Jul 22, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,500 684 0.24% 0.24% 281 0 0.0% Q2 2026 Jul 07, 2026
New Republic Capital, LLC History No change 2,495 682 0.16% 0.16% 282 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Advisors, LLC History No change 2,488 680 0.08% 0.08% 283 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 2,479 678 0.11% 0.11% 284 0 0.0% Q2 2026 Jul 20, 2026
CABANA LLC History No change 2,424 663 5.0% 5.0% 285 0 0.0% Q2 2026 Jul 10, 2026
Churchill Financial Advisors, LLC History No change 2,410 659 0.13% 0.13% 286 0 0.0% Q2 2026 Jul 15, 2026
Bay Capital Advisors, LLC History No change 2,404 657 0.35% 0.35% 287 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 2,400 656 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 07, 2026
Apollon Financial, LLC History No change 2,391 654 0.08% 0.08% 289 0 0.0% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,383 652 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 31, 2026
Glass Jacobson Investment Advisors llc History No change 2,382 651 0.2% 0.2% 291 0 0.0% Q2 2026 Jul 30, 2026
Joel Isaacson & Co., LLC History No change 2,351 643 0.02% 0.02% 292 0 0.0% Q2 2026 Aug 04, 2026
West Wealth Group, LLC History No change 2,349 642 0.11% 0.11% 293 0 0.0% Q2 2026 Aug 06, 2026
RHS Financial, LLC History No change 2,330 637 0.26% 0.26% 294 0 0.0% Q2 2026 Aug 07, 2026
UNION SAVINGS BANK History No change 2,327 636 0.26% 0.26% 295 0 0.0% Q2 2026 Jul 23, 2026
Caitlin John, LLC History No change 2,319 634 0.35% 0.35% 296 0 0.0% Q2 2026 Aug 17, 2026
CENTAURUS FINANCIAL, INC. History No change 2,288 626 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 17, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,291 626 0.26% 0.26% 298 0 0.0% Q2 2026 Aug 07, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 2,266 620 0.09% 0.09% 299 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 2,269 620 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 11, 2026