VANGUARD WORLD FUND - VCEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | New | 2,005,896 | 126,030 | 0.49% | — | 1 | +2,005,896 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 1,848,378 | 117,612 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,852,641 | 116,401 | 0.01% | 0.0% | 3 | +1,826,926 | 7104.51% | Q1 2026 | May 15, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 1,100,000 | 69,113 | 0.41% | 0.42% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 519,584 | 32,488 | 0.23% | 0.2% | 5 | +71,678 | 16.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 290,167 | 18,231 | 0.02% | 0.02% | 6 | +8,557 | 3.04% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 266,454 | 16,741 | 0.0% | 0.0% | 7 | +6,854 | 2.64% | Q1 2026 | May 04, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 211,926 | 13,315 | 1.53% | 1.45% | 8 | +22,081 | 11.63% | Q1 2026 | Apr 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 206,536 | 12,976 | 0.03% | 0.01% | 9 | +118,903 | 135.68% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | New | 177,265 | 11,137 | 0.01% | — | 11 | +177,265 | New | Q1 2026 | May 12, 2026 |
| DeDora Capital, Inc. | History | Added to | 177,260 | 11,137 | 2.73% | 2.44% | 10 | +15,087 | 9.3% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 174,160 | 11,081 | 0.37% | 0.37% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 154,784 | 9,725 | 0.12% | 0.11% | 13 | +9,359 | 6.44% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 151,235 | 9,502 | 0.01% | 0.01% | 14 | +14,445 | 10.56% | Q1 2026 | May 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 149,730 | 9,407 | 0.92% | 0.91% | 15 | +1,122 | 0.76% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 96,634 | 6,071 | 0.01% | 0.01% | 16 | +15,986 | 19.82% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 93,656 | 5,884 | 0.0% | 0.0% | 17 | +12,995 | 16.11% | Q1 2026 | May 06, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 79,748 | 5,010 | 2.65% | — | 18 | +79,748 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 71,239 | 4,475 | 0.0% | 0.0% | 19 | +24,263 | 51.65% | Q1 2026 | May 05, 2026 |
| Francis Financial, Inc. | History | Added to | 70,682 | 4,440 | 0.82% | 0.59% | 20 | +22,842 | 47.75% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 68,913 | 4,329 | 0.17% | 0.16% | 21 | +4,818 | 7.52% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,640 | 4,061 | 0.01% | 0.01% | 22 | +17,071 | 35.89% | Q1 2026 | Apr 30, 2026 |
| Human Investing LLC | History | Reduced | 64,263 | 4,037 | 0.59% | 0.58% | 23 | -548 | -0.85% | Q1 2026 | May 07, 2026 |
| Pearl Planning LLC | History | Added to | 41,504 | 2,607 | 1.39% | 1.41% | 24 | +5,307 | 14.66% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 40,782 | 2,562 | 0.03% | 0.03% | 25 | +1,346 | 3.41% | Q1 2026 | Apr 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 38,913 | 2,444 | 0.34% | — | 26 | +38,913 | New | Q1 2026 | Apr 16, 2026 |
| Team Hewins, LLC | History | Added to | 37,176 | 2,335 | 0.69% | 0.76% | 27 | +144 | 0.39% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 31,213 | 1,961 | 0.0% | — | 28 | +31,213 | New | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 30,290 | 1,903 | 0.44% | 1.14% | 29 | -47,175 | -60.9% | Q1 2026 | Apr 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,541 | 1,856 | 0.0% | 0.0% | 30 | +3,889 | 15.16% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,185 | 1,645 | 0.0% | — | 31 | +26,185 | New | Q1 2026 | May 12, 2026 |
| Level Financial Advisors | History | Added to | 25,562 | 1,606 | 0.41% | 0.41% | 32 | +1,033 | 4.21% | Q1 2026 | Apr 10, 2026 |
| BetterWealth, LLC | History | Added to | 25,375 | 1,594 | 0.31% | 0.36% | 33 | +348 | 1.39% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,645 | 1,548 | 0.02% | 0.03% | 34 | +2,369 | 10.63% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 22,641 | 1,423 | 0.0% | 0.0% | 35 | +4,854 | 27.29% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 19,626 | 1,233 | 0.14% | 0.16% | 36 | -251 | -1.26% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,958 | 1,188 | 0.02% | 0.01% | 37 | +12,275 | 183.67% | Q1 2026 | May 14, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 18,370 | 1,155 | 0.23% | 0.24% | 38 | +1,506 | 8.93% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 18,243 | 1,146 | 0.0% | 0.0% | 39 | +27 | 0.15% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Added to | 18,075 | 1,135 | 0.02% | 0.01% | 40 | +10,894 | 151.71% | Q1 2026 | May 13, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 17,547 | 1,102 | 0.35% | 0.34% | 41 | -181 | -1.02% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 16,401 | 1,038 | 0.02% | 0.02% | 42 | +1,470 | 9.85% | Q1 2026 | Apr 20, 2026 |
| Farrell Financial LLC | History | Reduced | 16,239 | 1,020 | 0.61% | 0.61% | 43 | -47 | -0.29% | Q1 2026 | Apr 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 15,495 | 973 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 14,981 | 935 | 0.01% | 0.01% | 45 | +1,265 | 9.22% | Q1 2026 | May 06, 2026 |
| Clarity Wealth Development LLC | History | Added to | 14,739 | 926 | 0.76% | 0.77% | 46 | +454 | 3.18% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,754 | 864 | 0.11% | 0.12% | 47 | +417 | 3.13% | Q1 2026 | Apr 28, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 13,732 | 862 | 0.41% | 0.42% | 48 | +14 | 0.1% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,754 | 859 | 0.0% | 0.0% | 49 | +198 | 1.46% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 13,604 | 854 | 0.0% | 0.0% | 50 | +2,942 | 27.59% | Q1 2026 | May 14, 2026 |
| WealthSpring Partners, LLC | History | Added to | 12,007 | 754 | 0.69% | 0.78% | 51 | +5 | 0.04% | Q1 2026 | Apr 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 11,885 | 746 | 0.1% | 0.1% | 52 | +924 | 8.43% | Q1 2026 | Apr 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 11,338 | 721 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 11,473 | 720 | 0.02% | 0.02% | 54 | +611 | 5.63% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,380 | 715 | 0.02% | 0.01% | 55 | +5,956 | 109.81% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,133 | 699 | 0.0% | — | 56 | +11,133 | New | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 11,017 | 692 | 0.24% | 0.25% | 57 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,550 | 662 | 0.0% | 0.0% | 58 | +79 | 0.75% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 10,523 | 661 | 0.05% | 0.05% | 59 | +336 | 3.3% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,072 | 632 | 0.0% | 0.0% | 60 | -936 | -8.5% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Reduced | 9,745 | 612 | 0.1% | 0.11% | 61 | -48 | -0.49% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Added to | 9,370 | 588 | 0.0% | 0.0% | 62 | +3,828 | 69.07% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,991 | 564 | 0.0% | 0.0% | 63 | +1,769 | 24.49% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,818 | 554 | 0.0% | 0.0% | 64 | -361 | -3.93% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 8,787 | 552 | 0.03% | 0.03% | 65 | +50 | 0.57% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 8,667 | 544 | 0.01% | 0.01% | 66 | -1,557 | -15.23% | Q1 2026 | May 13, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 8,578 | 538 | 0.32% | 0.32% | 67 | +87 | 1.02% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 8,478 | 532 | 0.04% | 0.06% | 68 | -4,466 | -34.5% | Q1 2026 | Apr 17, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 8,340 | 524 | 0.49% | 0.5% | 69 | -150 | -1.77% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,950 | 499 | 0.0% | 0.0% | 70 | +2,258 | 39.67% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Reduced | 7,944 | 497 | 0.08% | 0.09% | 72 | -43 | -0.54% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,915 | 497 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,804 | 490 | 0.0% | 0.0% | 73 | -850 | -9.82% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,663 | 481 | 0.03% | 0.03% | 74 | +51 | 0.67% | Q1 2026 | May 15, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 7,391 | 464 | 0.45% | 0.47% | 75 | +21 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Reduced | 7,206 | 453 | 0.0% | 0.0% | 76 | -3,094 | -30.04% | Q1 2026 | May 14, 2026 |
| Carr Financial Group Corp | History | Reduced | 7,166 | 450 | 0.12% | 0.12% | 77 | -127 | -1.74% | Q1 2026 | May 12, 2026 |
| American Investment Services, Inc. | History | Added to | 6,718 | 422 | 0.09% | 0.1% | 78 | +140 | 2.13% | Q1 2026 | May 13, 2026 |
| Boston Trust Walden Corp | History | No change | 6,400 | 402 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Essential Planning, LLC. | History | Reduced | 6,329 | 397 | 0.13% | 0.13% | 80 | -6 | -0.09% | Q1 2026 | Apr 22, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 6,288 | 395 | 0.05% | 0.05% | 81 | +614 | 10.82% | Q1 2026 | May 14, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 6,206 | 389 | 0.15% | 0.15% | 82 | +46 | 0.75% | Q1 2026 | Apr 24, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 6,037 | 379 | 0.01% | 0.01% | 83 | +102 | 1.72% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 6,018 | 378 | 0.0% | 0.0% | 84 | +135 | 2.29% | Q1 2026 | May 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 6,031 | 378 | 0.05% | 0.06% | 85 | -8 | -0.13% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 5,602 | 351 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Wealth Group, LLC | History | No change | 5,602 | 351 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 5,343 | 335 | 0.25% | 0.25% | 88 | +80 | 1.52% | Q1 2026 | Apr 20, 2026 |
| 25 LLC | History | No change | 5,208 | 327 | 0.1% | 0.11% | 89 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tribridge Partners Financial LLC | History | No change | 5,178 | 325 | 0.13% | 0.14% | 90 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,083 | 319 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Live Oak Investment Partners | History | No change | 5,013 | 314 | 0.19% | 0.2% | 92 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 4,958 | 311 | 0.05% | 0.05% | 93 | +553 | 12.55% | Q1 2026 | Apr 23, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 4,763 | 299 | 0.24% | 0.27% | 94 | -277 | -5.5% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,729 | 297 | 0.0% | 0.0% | 95 | -1,152 | -19.59% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 4,690 | 294 | 0.0% | 0.0% | 96 | +3,527 | 303.27% | Q1 2026 | May 13, 2026 |
| Eaton-Cambridge Inc. | History | New | 4,525 | 284 | 0.09% | — | 97 | +4,525 | New | Q1 2026 | May 06, 2026 |
| Black Diamond Financial, LLC | History | No change | 4,219 | 265 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 3,861 | 242 | 0.11% | 0.1% | 99 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,843 | 241 | 0.0% | 0.0% | 100 | +28 | 0.73% | Q1 2026 | May 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 3,567 | 224 | 0.1% | 0.1% | 101 | -71 | -1.95% | Q1 2026 | May 05, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | New | 3,425 | 215 | 0.14% | — | 102 | +3,425 | New | Q1 2026 | Apr 29, 2026 |
| RMG Wealth Management LLC | History | New | 3,021 | 189 | 0.02% | — | 103 | +3,021 | New | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 2,830 | 177 | 0.04% | 0.05% | 104 | -160 | -5.35% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,733 | 171 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,500 | 155 | 0.0% | — | 106 | +2,500 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 138,258 | 138 | 0.01% | 0.03% | 107 | -9,476 | -6.41% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | No change | 1,906 | 119 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1,713 | 107 | 0.08% | 0.19% | 109 | -1,993 | -53.78% | Q1 2026 | Apr 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,546 | 97 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 1,530 | 96 | 0.02% | 0.02% | 111 | +162 | 11.84% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 1,411 | 88 | 0.0% | 0.0% | 112 | -4 | -0.28% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 1,391 | 87 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Reflection Asset Management | History | No change | 1,204 | 76 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,182 | 74 | 0.0% | 0.0% | 115 | +8 | 0.68% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,008 | 63 | 0.01% | 0.01% | 116 | -347 | -25.61% | Q1 2026 | Apr 22, 2026 |
| WFA of San Diego, LLC | History | No change | 1,006 | 63 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 944 | 59 | 0.0% | 0.0% | 118 | +6 | 0.64% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 815 | 51 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 811 | 50 | 0.0% | 0.0% | 120 | +6 | 0.75% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 800 | 50 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 547 | 34 | 0.0% | — | 122 | +547 | New | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 533 | 33 | 0.0% | 0.0% | 123 | +4 | 0.76% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 437 | 27 | 0.0% | — | 124 | +437 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 416 | 26 | 0.0% | 0.0% | 125 | -2 | -0.48% | Q1 2026 | Apr 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 280 | 17 | 0.0% | — | 126 | +280 | New | Q1 2026 | Apr 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 167 | 10 | 0.0% | 0.0% | 127 | +25 | 17.61% | Q1 2026 | Apr 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 158 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 130 | 8 | 0.0% | 0.0% | 129 | -3 | -2.26% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 95 | 5 | 0.0% | — | 131 | +95 | New | Q1 2026 | May 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 72 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | No change | 63 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -13,411 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -5,032 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Financial Futures Ltd Liability Co. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,320 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 28, 2026 |