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 | Added to | 2,251,429 | 141,299 | 0.48% | 0.49% | 1 | +245,533 | 12.24% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,874,016 | 117,613 | 0.01% | 0.01% | 2 | +21,375 | 1.15% | Q2 2026 | Aug 14, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 1,100,000 | 69,036 | 0.37% | 0.41% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 531,946 | 33,443 | 0.21% | 0.23% | 4 | +12,362 | 2.38% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 298,630 | 18,742 | 0.02% | 0.02% | 5 | +8,463 | 2.92% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 275,889 | 17,314 | 0.0% | 0.0% | 6 | +9,435 | 3.54% | Q2 2026 | Sep 23, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 223,513 | 14,028 | 1.43% | 1.53% | 7 | +11,587 | 5.47% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Added to | 180,048 | 11,299 | 0.01% | 0.01% | 8 | +2,783 | 1.57% | Q2 2026 | Aug 13, 2026 |
| DeDora Capital, Inc. | History | Added to | 178,573 | 11,207 | 2.44% | 2.73% | 9 | +1,313 | 0.74% | Q2 2026 | Jul 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 177,552 | 11,143 | 0.37% | 0.4% | 10 | +2,083 | 1.19% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Added to | 175,088 | 10,988 | 0.01% | 0.01% | 11 | +23,853 | 15.77% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 168,806 | 10,594 | 0.0% | 0.0% | 12 | +142,621 | 544.67% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 156,747 | 9,837 | 0.1% | 0.12% | 13 | +1,963 | 1.27% | Q2 2026 | Aug 03, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 143,033 | 8,976 | 3.63% | 2.65% | 14 | +63,285 | 79.36% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 130,338 | 8,180 | 0.02% | 0.03% | 15 | -7,920 | -5.73% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 115,678 | 7,259 | 0.45% | 0.92% | 16 | -34,052 | -22.74% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 111,000 | 7,006 | 0.0% | 0.0% | 17 | +97,246 | 707.04% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 104,857 | 6,580 | 0.01% | 0.01% | 18 | +8,223 | 8.51% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 97,864 | 6,141 | 0.01% | 0.03% | 19 | -108,672 | -52.62% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 93,489 | 5,867 | 0.0% | 0.0% | 20 | -167 | -0.18% | Q2 2026 | Aug 07, 2026 |
| Francis Financial, Inc. | History | Added to | 88,722 | 5,568 | 0.91% | 0.82% | 21 | +18,040 | 25.52% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 78,830 | 4,947 | 0.0% | 0.0% | 22 | +7,591 | 10.66% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 72,976 | 4,579 | 0.16% | 0.17% | 23 | +4,063 | 5.9% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,427 | 4,545 | 0.0% | 0.0% | 24 | +41,214 | 132.04% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 67,973 | 4,265 | 0.0% | — | 25 | +67,973 | New | Q2 2026 | Aug 14, 2026 |
| Human Investing LLC | History | Added to | 66,509 | 4,174 | 0.54% | 0.59% | 26 | +2,246 | 3.5% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,993 | 3,891 | 0.01% | 0.01% | 27 | -2,647 | -4.09% | Q2 2026 | Jul 27, 2026 |
| Pearl Planning LLC | History | Added to | 55,415 | 3,477 | 1.6% | 1.39% | 28 | +13,911 | 33.52% | Q2 2026 | Jul 21, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 48,855 | 3,066 | 0.39% | 0.47% | 29 | +526 | 1.09% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 42,742 | 2,682 | 0.02% | 0.03% | 30 | +1,960 | 4.81% | Q2 2026 | Jul 27, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 39,091 | 2,453 | 0.31% | 0.34% | 31 | +178 | 0.46% | Q2 2026 | Jul 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 36,893 | 2,315 | 0.48% | 0.44% | 32 | +6,603 | 21.8% | Q2 2026 | Jul 20, 2026 |
| Team Hewins, LLC | History | Reduced | 36,850 | 2,312 | 0.63% | 0.69% | 33 | -326 | -0.88% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,608 | 1,858 | 0.0% | 0.0% | 34 | +67 | 0.23% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,197 | 1,644 | 0.02% | 0.02% | 35 | +1,552 | 6.3% | Q2 2026 | Aug 12, 2026 |
| BetterWealth, LLC | History | Added to | 26,192 | 1,643 | 0.29% | 0.31% | 36 | +817 | 3.22% | Q2 2026 | Jul 21, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 25,826 | 1,620 | 0.25% | 0.23% | 37 | +7,456 | 40.59% | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 21,985 | 1,380 | 0.0% | 0.0% | 38 | -656 | -2.9% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 21,603 | 1,355 | 0.02% | 0.02% | 39 | +2,645 | 13.95% | Q2 2026 | Aug 13, 2026 |
| Level Financial Advisors | History | Reduced | 21,461 | 1,346 | 0.3% | 0.41% | 40 | -4,101 | -16.04% | Q2 2026 | Jul 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 21,062 | 1,321 | 0.13% | 0.14% | 41 | +1,436 | 7.32% | Q2 2026 | Aug 04, 2026 |
| Equita Financial Network, Inc. | History | Added to | 20,637 | 1,295 | 0.36% | 0.35% | 42 | +3,090 | 17.61% | Q2 2026 | Jul 29, 2026 |
| Choate Investment Advisors | History | Added to | 20,279 | 1,272 | 0.02% | 0.02% | 43 | +2,204 | 12.19% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 19,350 | 1,214 | 0.01% | 0.0% | 44 | +1,107 | 6.07% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | No change | 16,401 | 1,020 | 0.01% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farrell Financial LLC | History | Reduced | 15,544 | 975 | 0.53% | 0.61% | 46 | -695 | -4.28% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 15,123 | 949 | 0.01% | 0.01% | 47 | +142 | 0.95% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,008 | 941 | 0.0% | 0.0% | 48 | +6,017 | 66.92% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 14,650 | 920 | 0.0% | 0.0% | 49 | +5,280 | 56.35% | Q2 2026 | Aug 10, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 14,428 | 905 | 0.0% | 0.0% | 50 | -1,067 | -6.89% | Q2 2026 | Aug 03, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 14,335 | 899 | 0.37% | 0.41% | 51 | +603 | 4.39% | Q2 2026 | Jul 31, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 13,868 | 870 | 0.48% | 0.76% | 52 | -871 | -5.91% | Q2 2026 | Jul 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 13,836 | 868 | 0.1% | 0.11% | 53 | +82 | 0.6% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 13,604 | 854 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,230 | 830 | 0.0% | — | 55 | +13,230 | New | Q2 2026 | Aug 19, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 12,603 | 790 | 0.02% | 0.02% | 56 | +1,130 | 9.85% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,542 | 787 | 0.03% | 0.02% | 57 | +1,162 | 10.21% | Q2 2026 | Jul 24, 2026 |
| WealthSpring Partners, LLC | History | Added to | 12,040 | 755 | 0.65% | 0.69% | 58 | +33 | 0.27% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,703 | 734 | 0.0% | 0.0% | 59 | +570 | 5.12% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,303 | 709 | 0.0% | 0.0% | 60 | +1,231 | 12.22% | Q2 2026 | Aug 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 11,017 | 691 | 0.21% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 10,849 | 680 | 0.08% | 0.1% | 62 | -1,036 | -8.72% | Q2 2026 | Jul 29, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 10,523 | 661 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| West Financial Advisors, LLC | History | Added to | 9,944 | 624 | 0.09% | 0.1% | 64 | +199 | 2.04% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,075 | 569 | 0.0% | 0.0% | 65 | -1,475 | -13.98% | Q2 2026 | Aug 11, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 9,000 | 564 | 0.46% | 0.49% | 66 | +660 | 7.91% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,962 | 562 | 0.0% | 0.0% | 67 | +1,158 | 14.84% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,922 | 559 | 0.0% | 0.0% | 68 | +972 | 12.23% | Q2 2026 | Jul 29, 2026 |
| Csenge Advisory Group | History | Added to | 8,867 | 556 | 0.02% | 0.03% | 69 | +80 | 0.91% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,842 | 554 | 0.0% | 0.0% | 70 | +24 | 0.27% | Q2 2026 | Jul 27, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 8,770 | 550 | 0.3% | 0.32% | 71 | +192 | 2.24% | Q2 2026 | Jul 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 8,673 | 544 | 0.04% | 0.04% | 72 | +195 | 2.3% | Q2 2026 | Aug 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 8,370 | 525 | 0.01% | 0.01% | 73 | -297 | -3.43% | Q2 2026 | Aug 07, 2026 |
| Fairlight Advisors | History | New | 7,909 | 496 | 0.4% | — | 75 | +7,909 | New | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,915 | 496 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,746 | 486 | 0.02% | 0.03% | 76 | +83 | 1.08% | Q2 2026 | Aug 20, 2026 |
| Betterment LLC | History | Added to | 7,617 | 478 | 0.0% | 0.0% | 77 | +411 | 5.7% | Q2 2026 | Aug 14, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 7,424 | 465 | 0.41% | 0.45% | 78 | +33 | 0.45% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,210 | 452 | 0.0% | 0.0% | 79 | +4,477 | 163.81% | Q2 2026 | Jul 17, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 6,843 | 429 | 0.15% | 0.15% | 80 | +637 | 10.26% | Q2 2026 | Jul 21, 2026 |
| American Investment Services, Inc. | History | No change | 6,718 | 421 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 6,647 | 417 | 0.05% | 0.05% | 82 | +359 | 5.71% | Q2 2026 | Aug 04, 2026 |
| Carr Financial Group Corp | History | Reduced | 6,578 | 412 | 0.09% | 0.12% | 83 | -588 | -8.21% | Q2 2026 | Aug 06, 2026 |
| Essential Planning, LLC. | History | Added to | 6,433 | 403 | 0.11% | 0.13% | 84 | +104 | 1.64% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 6,416 | 402 | 0.0% | 0.0% | 85 | +398 | 6.61% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 6,394 | 401 | 0.01% | 0.01% | 86 | +357 | 5.91% | Q2 2026 | Aug 12, 2026 |
| Boston Trust Walden Corp | History | No change | 6,400 | 401 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ferguson Shapiro LLC | History | New | 6,372 | 399 | 0.12% | — | 88 | +6,372 | New | Q2 2026 | Jul 09, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,970 | 374 | 0.05% | 0.05% | 89 | -61 | -1.01% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 5,602 | 351 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 5,602 | 351 | 0.07% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 5,589 | 350 | 0.32% | — | 92 | +5,589 | New | Q2 2026 | Aug 03, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 5,366 | 336 | 0.22% | 0.25% | 93 | +23 | 0.43% | Q2 2026 | Aug 06, 2026 |
| 25 LLC | History | No change | 5,208 | 326 | 0.09% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 5,205 | 320 | 0.13% | 0.13% | 95 | +27 | 0.52% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,083 | 319 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 5,033 | 315 | 0.05% | 0.05% | 97 | +75 | 1.51% | Q2 2026 | Jul 13, 2026 |
| Live Oak Investment Partners | History | No change | 5,013 | 314 | 0.17% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 4,763 | 298 | 0.21% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | New | 4,548 | 285 | 0.0% | — | 101 | +4,548 | New | Q2 2026 | Aug 10, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 4,556 | 285 | 0.08% | 0.09% | 100 | +31 | 0.69% | Q2 2026 | Jul 23, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 4,174 | 261 | 0.02% | 0.03% | 102 | -45 | -1.07% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,077 | 255 | 0.0% | 0.0% | 103 | -652 | -13.79% | Q2 2026 | Aug 12, 2026 |
| Alpha Financial Partners LLC | History | New | 4,040 | 253 | 0.13% | — | 104 | +4,040 | New | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,889 | 244 | 0.0% | 0.0% | 105 | +46 | 1.2% | Q2 2026 | Aug 11, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 3,532 | 221 | 0.08% | 0.1% | 106 | -35 | -0.98% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 3,493 | 219 | 0.02% | — | 107 | +3,493 | New | Q2 2026 | Aug 06, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 3,425 | 214 | 0.13% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Capital Management, LLC | History | New | 3,275 | 204 | 0.06% | — | 109 | +3,275 | New | Q2 2026 | Jul 27, 2026 |
| Estate Counselors, LLC | History | New | 3,225 | 202 | 0.02% | — | 110 | +3,225 | New | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,117 | 195 | 0.0% | 0.0% | 111 | -1,573 | -33.54% | Q2 2026 | Aug 03, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 2,798 | 175 | 0.04% | 0.04% | 112 | -32 | -1.13% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,500 | 156 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | Added to | 2,458 | 154 | 0.0% | 0.0% | 114 | +1,514 | 160.38% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,906 | 119 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1,673 | 104 | 0.07% | 0.08% | 116 | -40 | -2.34% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,546 | 97 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1,530 | 96 | 0.02% | — | 119 | +1,530 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,530 | 96 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,415 | 88 | 0.0% | 0.0% | 120 | +4 | 0.28% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,391 | 87 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,021 | 64 | 0.0% | 0.0% | 122 | -161 | -13.62% | Q2 2026 | Aug 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 968 | 60 | 0.01% | 0.01% | 123 | -40 | -3.97% | Q2 2026 | Jul 16, 2026 |
| Atomic Invest LLC | History | Added to | 872 | 55 | 0.0% | 0.02% | 124 | +138 | 18.8% | Q2 2026 | Sep 25, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 815 | 51 | 0.04% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Wealth Management LLC | History | New | 602 | 37 | 0.02% | — | 126 | +602 | New | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 547 | 34 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 539 | 33 | 0.0% | 0.0% | 128 | +6 | 1.13% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | New | 464 | 29 | 0.02% | — | 129 | +464 | New | Q2 2026 | Aug 03, 2026 |
| Kroeger Financial Partners | History | New | 462 | 28 | 0.03% | — | 130 | +462 | New | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 437 | 27 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 421 | 26 | 0.0% | — | 133 | +421 | New | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 416 | 26 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| North Star Investment Management Corp. | History | New | 315 | 19 | 0.0% | — | 134 | +315 | New | Q2 2026 | Jul 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 280 | 17 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 195 | 12 | 0.0% | 0.0% | 136 | +28 | 16.77% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | New | 152 | 9 | 0.0% | — | 138 | +152 | New | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 149 | 9 | 0.0% | — | 139 | +149 | New | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 158 | 9 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 133 | 8 | 0.0% | 0.0% | 140 | +3 | 2.31% | Q2 2026 | Jul 08, 2026 |
| BFSG, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coston, McIsaac & Partners | History | Added to | 64 | 4 | 0.0% | 0.0% | 144 | +1 | 1.59% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 72 | 4 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,944 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Grove Street Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,861 | -100.0% | Q2 2026 | Jul 23, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,021 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,006 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -811 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 05, 2026 |