VANGUARD MALVERN FUNDS - VCRB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | History | Added to | 9,274,753 | 724,692 | 16.65% | 17.06% | 1 | +631,969 | 7.31% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,035,039 | 392,204 | 5.99% | 5.91% | 2 | +256,841 | 5.38% | Q4 2025 | Jan 20, 2026 |
| Advance Capital Management, Inc. | History | New | 3,289,350 | 256,223 | 10.86% | — | 3 | +3,289,350 | New | Q4 2025 | Jan 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,014,516 | 156,920 | 0.01% | 0.01% | 4 | +900,590 | 80.85% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,713,526 | 133,475 | 2.52% | 2.04% | 5 | +401,946 | 30.65% | Q4 2025 | Feb 10, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 1,505,108 | 117,240 | 20.02% | 19.84% | 6 | +61,076 | 4.23% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 1,360,608 | 105,984 | 0.22% | 0.22% | 7 | +63,160 | 4.87% | Q4 2025 | Jan 23, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,129,478 | 87,980 | 7.32% | 7.18% | 8 | +91,378 | 8.8% | Q4 2025 | Feb 09, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 1,018,712 | 79,352 | 17.84% | 16.94% | 9 | +82,020 | 8.76% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 950,102 | 74,008 | 0.54% | 0.59% | 10 | -22,494 | -2.31% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 936,945 | 72,983 | 3.57% | 3.64% | 11 | +25,628 | 2.81% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 929,292 | 72,387 | 0.14% | 0.13% | 12 | +54,748 | 6.26% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 926,172 | 72,144 | 0.02% | 0.02% | 13 | +95,332 | 11.47% | Q4 2025 | Feb 11, 2026 |
| BLB&B Advisors, LLC | History | Added to | 872,729 | 67,981 | 2.84% | 2.29% | 14 | +196,483 | 29.05% | Q4 2025 | Jan 26, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 816,462 | 63,598 | 10.6% | 10.84% | 15 | +8,192 | 1.01% | Q4 2025 | Jan 15, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 637,482 | 49,656 | 29.67% | 29.42% | 16 | +31,010 | 5.11% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 558,988 | 43,542 | 0.01% | 0.01% | 17 | +15,800 | 2.91% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 532,424 | 41,473 | 0.15% | 0.14% | 18 | +40,674 | 8.27% | Q4 2025 | Feb 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 530,588 | 41,330 | 3.53% | 2.67% | 19 | +296,098 | 126.27% | Q4 2025 | Feb 11, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 517,564 | 40,315 | 12.41% | 11.88% | 20 | +56,289 | 12.2% | Q4 2025 | Feb 05, 2026 |
| Tull Financial Group, Inc. | History | Added to | 475,904 | 37,070 | 15.88% | 15.99% | 21 | +14,000 | 3.03% | Q4 2025 | Feb 12, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 452,560 | 35,252 | 12.33% | 12.45% | 22 | +7,471 | 1.68% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 440,130 | 34,283 | 0.89% | 1.07% | 23 | +28,970 | 7.05% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 432,071 | 33,656 | 1.44% | 1.4% | 24 | +47,196 | 12.26% | Q4 2025 | Feb 11, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 427,507 | 33,300 | 13.13% | 12.71% | 25 | +29,226 | 7.34% | Q4 2025 | Jan 27, 2026 |
| Essex LLC | History | Added to | 423,703 | 33,004 | 5.85% | 4.4% | 26 | +114,140 | 36.87% | Q4 2025 | Jan 20, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 414,179 | 32,262 | 7.25% | 7.71% | 27 | -9,558 | -2.26% | Q4 2025 | Jan 14, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 407,104 | 31,711 | 8.93% | 9.06% | 28 | -291 | -0.07% | Q4 2025 | Feb 12, 2026 |
| SACHEM HILL LLC | History | Added to | 387,006 | 30,145 | 5.86% | 5.88% | 29 | +11,789 | 3.14% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 385,176 | 30,003 | 3.8% | 3.54% | 30 | +55,188 | 16.72% | Q4 2025 | Jan 21, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 368,254 | 28,685 | 16.26% | 16.44% | 31 | +37,658 | 11.39% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 359,643 | 28,014 | 0.03% | 0.04% | 32 | -23,053 | -6.02% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 359,508 | 28,003 | 10.15% | 10.81% | 33 | +18,754 | 5.5% | Q4 2025 | Jan 15, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 336,003 | 26,172 | 10.94% | — | 34 | +336,003 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 330,196 | 25,720 | 0.29% | 0.35% | 35 | +13,442 | 4.24% | Q4 2025 | Feb 03, 2026 |
| Verum Partners LLC | History | Added to | 324,656 | 25,289 | 5.1% | 4.61% | 36 | +47,902 | 17.31% | Q4 2025 | Jan 14, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 304,914 | 23,751 | 7.88% | 7.93% | 37 | +17,283 | 6.01% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 302,577 | 23,569 | 1.61% | 1.52% | 38 | +16,143 | 5.64% | Q4 2025 | Jan 26, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 290,665 | 22,641 | 6.59% | 6.77% | 39 | +16,156 | 5.89% | Q4 2025 | Jan 20, 2026 |
| Rise Advisors, LLC | History | Added to | 286,869 | 22,345 | 7.97% | 6.25% | 40 | +64,736 | 29.14% | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Added to | 279,275 | 21,754 | 1.72% | 1.67% | 41 | +19,999 | 7.71% | Q4 2025 | Jan 05, 2026 |
| SVB WEALTH LLC | History | Added to | 275,274 | 21,442 | 1.26% | 0.87% | 42 | +69,123 | 33.53% | Q4 2025 | Feb 04, 2026 |
| Burton Enright Welch | History | Added to | 264,826 | 20,628 | 2.9% | 2.6% | 43 | +45,505 | 20.75% | Q4 2025 | Feb 13, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 248,447 | 19,352 | 3.24% | 3.23% | 44 | +19,827 | 8.67% | Q4 2025 | Jan 26, 2026 |
| Zhang Financial LLC | History | Added to | 238,864 | 18,606 | 0.69% | 0.12% | 45 | +201,115 | 532.77% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 237,817 | 18,524 | 0.07% | 0.0% | 46 | +234,513 | 7097.85% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 224,354 | 17,476 | 1.62% | 1.27% | 47 | +67,560 | 43.09% | Q4 2025 | Feb 03, 2026 |
| Acropolis Investment Management, LLC | History | New | 222,166 | 17,305 | 0.78% | — | 48 | +222,166 | New | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 218,462 | 17,017 | 0.22% | 0.23% | 49 | +18,790 | 9.41% | Q4 2025 | Feb 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 215,100 | 16,755 | 5.81% | 5.24% | 50 | +32,650 | 17.9% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 214,331 | 16,695 | 0.02% | 0.01% | 51 | +114,316 | 114.3% | Q4 2025 | Feb 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 205,899 | 16,038 | 2.05% | 1.39% | 52 | +71,826 | 53.57% | Q4 2025 | Feb 04, 2026 |
| Lansing Street Advisors | History | Added to | 195,488 | 15,227 | 3.89% | 3.86% | 53 | +10,093 | 5.44% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 185,025 | 14,412 | 0.02% | 0.02% | 54 | +5,267 | 2.93% | Q4 2025 | Feb 06, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 182,457 | 14,212 | 3.12% | — | 55 | +182,457 | New | Q4 2025 | Feb 18, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 179,469 | 13,979 | 3.79% | 3.36% | 56 | +12,320 | 7.37% | Q4 2025 | Jan 06, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 178,241 | 13,884 | 3.03% | 2.21% | 57 | +56,478 | 46.38% | Q4 2025 | Jan 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 173,665 | 13,527 | 3.04% | 2.89% | 58 | +14,706 | 9.25% | Q4 2025 | Feb 06, 2026 |
| Olde Wealth Management, LLC | History | Added to | 171,454 | 13,355 | 4.11% | 4.02% | 59 | +5,093 | 3.06% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Added to | 165,892 | 12,922 | 2.9% | 2.79% | 60 | +12,513 | 8.16% | Q4 2025 | Feb 06, 2026 |
| CFO4Life Group, LLC | History | Added to | 163,312 | 12,721 | 1.81% | 1.82% | 61 | +3,382 | 2.11% | Q4 2025 | Feb 06, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 161,693 | 12,595 | 11.07% | — | 62 | +161,693 | New | Q4 2025 | Jan 30, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 161,405 | 12,572 | 4.67% | 4.51% | 63 | +3,489 | 2.21% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 144,392 | 11,286 | 0.28% | 0.25% | 64 | +25,296 | 21.24% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 143,564 | 11,182 | 0.05% | 0.05% | 65 | +17,774 | 14.13% | Q4 2025 | Feb 17, 2026 |
| AJ Advisors, LLC | History | Added to | 138,450 | 10,784 | 3.98% | 4.14% | 66 | +9,544 | 7.4% | Q4 2025 | Jan 21, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 137,417 | 10,704 | 8.6% | 8.31% | 67 | +10,440 | 8.22% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 131,430 | 10,237 | 0.16% | 0.17% | 68 | +2,724 | 2.12% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | Added to | 129,117 | 10,057 | 4.44% | 4.53% | 69 | +1,090 | 0.85% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 122,211 | 9,519 | 0.03% | 0.03% | 70 | +24,119 | 24.59% | Q4 2025 | Feb 18, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 121,758 | 9,484 | 5.96% | 5.97% | 71 | +2,735 | 2.3% | Q4 2025 | Feb 06, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 121,431 | 9,458 | 2.11% | 1.77% | 72 | +23,096 | 23.49% | Q4 2025 | Feb 09, 2026 |
| Madrid Wealth Management, LLC | History | New | 119,895 | 9,339 | 7.58% | — | 73 | +119,895 | New | Q4 2025 | Feb 02, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 115,596 | 9,004 | 1.63% | 1.38% | 74 | +22,158 | 23.71% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 115,263 | 8,978 | 0.01% | 0.01% | 75 | +5,647 | 5.15% | Q4 2025 | Feb 02, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 108,610 | 8,449 | 1.9% | 1.6% | 76 | +29,535 | 37.35% | Q4 2025 | Feb 04, 2026 |
| GEN Financial Management, INC. | History | New | 102,641 | 7,995 | 5.03% | — | 77 | +102,641 | New | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 98,838 | 7,698 | 0.19% | 0.17% | 78 | +10,904 | 12.4% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 96,317 | 7,502 | 0.55% | 0.54% | 79 | +8,559 | 9.75% | Q4 2025 | Jan 20, 2026 |
| Tandem Investment Partners LLC | History | Added to | 94,832 | 7,386 | 6.23% | 5.4% | 80 | +10,949 | 13.05% | Q4 2025 | Jan 21, 2026 |
| Main Line Retirement Advisors, LLC | History | New | 93,822 | 7,308 | 3.7% | — | 81 | +93,822 | New | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 93,315 | 7,269 | 0.02% | 0.02% | 82 | +5,512 | 6.28% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 93,054 | 7,248 | 0.01% | 0.01% | 83 | +24,231 | 35.21% | Q4 2025 | Feb 17, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 91,120 | 7,119 | 5.17% | 5.32% | 84 | +923 | 1.02% | Q4 2025 | Feb 10, 2026 |
| Hofer & Associates. Inc | History | Added to | 91,391 | 7,118 | 3.77% | 3.87% | 85 | +5,158 | 5.98% | Q4 2025 | Jan 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 89,004 | 6,933 | 0.31% | 0.21% | 86 | +34,364 | 62.89% | Q4 2025 | Feb 10, 2026 |
| Englebert Financial Advisers, LLC | History | New | 88,478 | 6,891 | 7.89% | — | 87 | +88,478 | New | Q4 2025 | Feb 04, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 88,421 | 6,887 | 2.66% | 2.71% | 88 | +11,089 | 14.34% | Q4 2025 | Jan 21, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 87,245 | 6,795 | 0.61% | 0.18% | 89 | +62,146 | 247.6% | Q4 2025 | Feb 12, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 85,560 | 6,664 | 1.63% | 1.89% | 90 | -1,879 | -2.15% | Q4 2025 | Jan 29, 2026 |
| Breakwater Investment Management | History | Added to | 84,304 | 6,566 | 2.38% | 2.39% | 91 | +1,495 | 1.81% | Q4 2025 | Feb 02, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 81,469 | 6,346 | 2.88% | 2.23% | 92 | +22,396 | 37.91% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 81,097 | 6,317 | 0.13% | 0.1% | 93 | +17,150 | 26.82% | Q4 2025 | Feb 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 79,187 | 6,168 | 0.48% | 0.42% | 94 | +12,537 | 18.81% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 78,291 | 6,098 | 0.01% | 0.02% | 95 | +2,657 | 3.51% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 75,437 | 5,876 | 0.0% | — | 96 | +75,437 | New | Q4 2025 | Feb 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 71,635 | 5,609 | 2.87% | 3.21% | 97 | -1,515 | -2.07% | Q4 2025 | Jan 29, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 71,637 | 5,580 | 0.35% | 0.31% | 98 | +8,731 | 13.88% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 66,320 | 5,165 | 0.08% | 0.07% | 99 | +4,191 | 6.75% | Q4 2025 | Feb 13, 2026 |
| New England Capital Financial Advisors LLC | History | New | 64,798 | 5,047 | 1.97% | — | 100 | +64,798 | New | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Added to | 60,473 | 4,710 | 0.19% | 0.18% | 101 | +4,248 | 7.56% | Q4 2025 | Jan 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 59,346 | 4,622 | 0.58% | 0.65% | 102 | -583 | -0.97% | Q4 2025 | Jan 15, 2026 |
| Echo45 Advisors LLC | History | New | 56,671 | 4,414 | 2.52% | — | 103 | +56,671 | New | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 55,091 | 4,291 | 0.05% | 0.05% | 104 | -3,034 | -5.22% | Q4 2025 | Feb 02, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 51,961 | 4,047 | 0.61% | 0.1% | 105 | +44,161 | 566.17% | Q4 2025 | Feb 05, 2026 |
| 55 North Private Wealth, LLC | History | New | 49,279 | 3,838 | 1.01% | — | 106 | +49,279 | New | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | New | 48,442 | 3,773 | 0.01% | — | 107 | +48,442 | New | Q4 2025 | Feb 11, 2026 |
| Elite Life Management LLC | History | Reduced | 46,980 | 3,670 | 5.95% | 8.4% | 108 | -5,281 | -10.11% | Q4 2025 | Feb 09, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 45,382 | 3,535 | 0.08% | 0.08% | 109 | +4,418 | 10.79% | Q4 2025 | Feb 02, 2026 |
| Enclave Advisors LLC | History | Added to | 43,929 | 3,421 | 0.48% | 0.4% | 110 | +10,204 | 30.26% | Q4 2025 | Jan 14, 2026 |
| Mendota Financial Group, LLC | History | Added to | 42,009 | 3,272 | 2.38% | 1.83% | 111 | +10,799 | 34.6% | Q4 2025 | Jan 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 40,715 | 3,171 | 0.0% | 0.0% | 112 | +32,936 | 423.4% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 37,082 | 2,888 | 0.06% | — | 113 | +37,082 | New | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 36,663 | 2,855 | 0.0% | 0.0% | 114 | +2,936 | 8.71% | Q4 2025 | Feb 10, 2026 |
| GatePass Capital, LLC | History | New | 36,605 | 2,851 | 1.47% | — | 115 | +36,605 | New | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 35,884 | 2,795 | 0.05% | 0.05% | 116 | +6,403 | 21.72% | Q4 2025 | Feb 19, 2026 |
| Savvy Advisors, Inc. | History | Added to | 35,416 | 2,758 | 0.09% | 0.08% | 117 | +12,663 | 55.65% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,294 | 2,749 | 0.0% | 0.01% | 118 | -16,241 | -31.51% | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | Added to | 33,948 | 2,644 | 1.44% | 1.42% | 119 | +3,703 | 12.24% | Q4 2025 | Feb 05, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 32,081 | 2,504 | 0.25% | 0.25% | 120 | +1,640 | 5.39% | Q4 2025 | Feb 17, 2026 |
| Blume Capital Management, Inc. | History | New | 31,640 | 2,464 | 0.45% | — | 121 | +31,640 | New | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 30,271 | 2,357 | 0.23% | 0.5% | 122 | +1,177 | 4.05% | Q4 2025 | Feb 17, 2026 |
| Thayer Partners, LLC / MA | History | New | 29,200 | 2,274 | 1.11% | — | 123 | +29,200 | New | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 28,868 | 2,248 | 0.1% | — | 124 | +28,868 | New | Q4 2025 | Feb 13, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 27,592 | 2,149 | 1.94% | — | 125 | +27,592 | New | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 27,078 | 2,109 | 0.13% | 0.14% | 126 | -570 | -2.06% | Q4 2025 | Jan 23, 2026 |
| Cogent Private Wealth, Inc. | History | New | 26,678 | 2,078 | 1.58% | — | 127 | +26,678 | New | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | New | 26,275 | 2,046 | 0.11% | — | 128 | +26,275 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 24,851 | 1,935 | 0.17% | 0.16% | 129 | +2,280 | 10.1% | Q4 2025 | Feb 26, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 24,847 | 1,935 | 1.66% | 1.76% | 130 | +1,179 | 4.98% | Q4 2025 | Feb 11, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 24,121 | 1,878 | 0.28% | 0.33% | 131 | -785 | -3.15% | Q4 2025 | Feb 04, 2026 |
| Keystone Financial Group | History | Added to | 23,921 | 1,863 | 0.14% | 0.04% | 132 | +17,563 | 276.23% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,543 | 1,756 | 0.02% | 0.01% | 133 | +12,890 | 133.53% | Q4 2025 | Jan 29, 2026 |
| Farrell Financial LLC | History | New | 21,645 | 1,686 | 0.99% | — | 134 | +21,645 | New | Q4 2025 | Jan 12, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 21,353 | 1,663 | 1.18% | — | 135 | +21,353 | New | Q4 2025 | Jan 26, 2026 |
| Plancorp, LLC | History | Added to | 20,714 | 1,613 | 0.05% | 0.02% | 136 | +13,275 | 178.45% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,048 | 1,483 | 0.01% | 0.01% | 137 | +2,662 | 16.25% | Q4 2025 | Jan 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,914 | 1,395 | 0.05% | 0.09% | 138 | -13,896 | -43.68% | Q4 2025 | Feb 03, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 17,772 | 1,384 | 1.42% | 1.19% | 139 | +3,813 | 27.32% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 17,250 | 1,344 | 0.04% | 0.09% | 140 | -11,067 | -39.08% | Q4 2025 | Feb 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 16,445 | 1,280 | 0.17% | 0.11% | 141 | +6,615 | 67.29% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 16,072 | 1,251 | 0.0% | 0.0% | 142 | +2,621 | 19.49% | Q4 2025 | Feb 13, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 15,758 | 1,227 | 0.94% | 0.91% | 143 | +1,159 | 7.94% | Q4 2025 | Feb 17, 2026 |
| EWA, LLC | History | New | 15,586 | 1,214 | 0.3% | — | 144 | +15,586 | New | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 15,077 | 1,174 | 0.01% | 0.02% | 145 | -15,908 | -51.34% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,569 | 1,134 | 0.0% | 0.0% | 146 | +836 | 6.09% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Added to | 14,194 | 1,105 | 0.01% | 0.01% | 147 | +592 | 4.35% | Q4 2025 | Feb 05, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 13,400 | 1,043 | 0.59% | — | 148 | +13,400 | New | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,843 | 1,000 | 0.0% | — | 149 | +12,843 | New | Q4 2025 | Mar 25, 2026 |
| First Citizens Financial Corp | History | New | 12,208 | 950 | 0.47% | — | 150 | +12,208 | New | Q4 2025 | Jan 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 11,993 | 934 | 0.07% | 0.08% | 151 | +183 | 1.55% | Q4 2025 | Jan 07, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 11,975 | 932 | 0.36% | 0.37% | 152 | +362 | 3.12% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,747 | 837 | 0.02% | 0.01% | 153 | +4,789 | 80.38% | Q4 2025 | Feb 11, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 10,226 | 801 | 0.49% | 0.61% | 154 | -1,658 | -13.95% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Reduced | 10,084 | 785 | 0.04% | 0.05% | 155 | -2,919 | -22.45% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,731 | 758 | 0.04% | 0.04% | 156 | +1,118 | 12.98% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | New | 9,158 | 713 | 0.21% | — | 157 | +9,158 | New | Q4 2025 | Jan 08, 2026 |
| Ketron Financial | History | New | 8,516 | 663 | 0.22% | — | 158 | +8,516 | New | Q4 2025 | Feb 24, 2026 |
| Corient Private Wealth LLC | History | New | 7,688 | 598 | 0.0% | — | 159 | +7,688 | New | Q4 2025 | Mar 09, 2026 |
| FARMERS TRUST CO | History | No change | 7,667 | 597 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 7,517 | 585 | 0.29% | 0.36% | 161 | -1,079 | -12.55% | Q4 2025 | Feb 06, 2026 |
| Twin Cities Retirement Group LLC | History | New | 7,295 | 568 | 0.55% | — | 162 | +7,295 | New | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,933 | 540 | 0.0% | 0.0% | 163 | +119 | 1.75% | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 6,870 | 535 | 0.06% | 0.09% | 164 | +110 | 1.63% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,850 | 533 | 0.01% | 0.01% | 165 | +117 | 1.74% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,429 | 500 | 0.01% | 0.0% | 166 | +5,779 | 889.08% | Q4 2025 | Jan 23, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 6,373 | 496 | 0.07% | 0.07% | 167 | +444 | 7.49% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,324 | 492 | 0.01% | 0.01% | 168 | +1,461 | 30.04% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 6,151 | 479 | 0.06% | 0.06% | 169 | +171 | 2.86% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 5,956 | 463 | 0.04% | 0.04% | 170 | +255 | 4.47% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,527 | 430 | 0.0% | 0.0% | 171 | -77,694 | -93.36% | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 5,272 | 410 | 0.09% | 0.1% | 172 | -762 | -12.63% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | Added to | 5,219 | 406 | 0.05% | 0.04% | 173 | +362 | 7.45% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,168 | 402 | 0.0% | 0.0% | 174 | -123 | -2.32% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | New | 5,056 | 393 | 0.02% | — | 175 | +5,056 | New | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Added to | 4,971 | 387 | 0.01% | 0.01% | 176 | +60 | 1.22% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,957 | 386 | 0.01% | 0.01% | 177 | +20 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Partners in Financial Planning | History | New | 4,831 | 376 | 0.06% | — | 178 | +4,831 | New | Q4 2025 | Feb 02, 2026 |
| Dentgroup LLC | History | Added to | 4,825 | 375 | 0.26% | 0.18% | 179 | +1,288 | 36.42% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | New | 4,777 | 372 | 0.0% | — | 180 | +4,777 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 4,720 | 367 | 0.02% | — | 181 | +4,720 | New | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,604 | 358 | 0.01% | 0.03% | 182 | -10,499 | -69.52% | Q4 2025 | Jan 09, 2026 |
| SWMG, LLC | History | Added to | 4,581 | 357 | 0.1% | 0.11% | 183 | +155 | 3.5% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,466 | 347 | 0.0% | 0.0% | 184 | +743 | 19.96% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,410 | 343 | 0.05% | 0.03% | 185 | +1,397 | 46.37% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,303 | 335 | 0.0% | 0.0% | 186 | +503 | 13.24% | Q4 2025 | Feb 17, 2026 |
| Approach Retirement Advisors, LLC | History | New | 4,085 | 318 | 0.27% | — | 187 | +4,085 | New | Q4 2025 | Jan 29, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 4,005 | 313 | 0.09% | 0.11% | 188 | -176 | -4.21% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,008 | 312 | 0.11% | 0.09% | 189 | +965 | 31.71% | Q4 2025 | Feb 05, 2026 |
| Ariadne Wealth Management, LP | History | No change | 3,973 | 312 | 0.13% | 0.14% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,973 | 309 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vigil Wealth Management, LLC | History | New | 3,802 | 296 | 0.25% | — | 192 | +3,802 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | New | 3,780 | 294 | 0.02% | — | 193 | +3,780 | New | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Reduced | 3,666 | 285 | 0.02% | 0.03% | 194 | -348 | -8.67% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | New | 3,648 | 284 | 0.01% | — | 195 | +3,648 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,639 | 283 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Revisor Wealth Management LLC | History | New | 3,602 | 281 | 0.08% | — | 197 | +3,602 | New | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,619 | 281 | 0.09% | 0.25% | 198 | +393 | 12.18% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 3,317 | 258 | 0.07% | 0.06% | 199 | +504 | 17.92% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,298 | 256 | 0.02% | 0.02% | 200 | -3 | -0.09% | Q4 2025 | Feb 17, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,257 | 253 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Swisher Financial Concepts, Inc. | History | New | 3,205 | 249 | 0.14% | — | 202 | +3,205 | New | Q4 2025 | Feb 10, 2026 |
| Wayfinding Financial, LLC | History | New | 3,103 | 241 | 0.1% | — | 203 | +3,103 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,945 | 231 | 0.07% | 0.06% | 204 | +978 | 49.72% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 2,892 | 225 | 0.09% | 0.11% | 205 | -374 | -11.45% | Q4 2025 | Feb 13, 2026 |
| Stirlingshire Investments, Inc. | History | New | 2,671 | 208 | 0.18% | — | 206 | +2,671 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,330 | 181 | 0.02% | 0.02% | 207 | -8 | -0.34% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,126 | 165 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | New | 2,107 | 164 | 0.08% | — | 209 | +2,107 | New | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 2,076 | 161 | 0.0% | 0.0% | 210 | +198 | 10.54% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 1,920 | 149 | 0.0% | 0.0% | 211 | +1,839 | 2270.37% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,882 | 146 | 0.15% | — | 212 | +1,882 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,492 | 116 | 0.0% | 0.0% | 213 | -3,012 | -66.87% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,464 | 114 | 0.0% | 0.0% | 214 | -1,114 | -43.21% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 1,439 | 112 | 0.0% | 0.0% | 215 | +23 | 1.62% | Q4 2025 | Feb 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,034 | 80 | 0.08% | — | 216 | +1,034 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,024 | 79 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Reduced | 940 | 73 | 0.0% | 0.0% | 218 | -1,204 | -56.16% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 777 | 60 | 0.02% | 0.02% | 219 | +12 | 1.57% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 738 | 57 | 0.0% | 0.0% | 220 | +606 | 459.09% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 723 | 56 | 0.0% | 0.01% | 221 | -622 | -46.25% | Q4 2025 | Jan 20, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 729 | 56 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| STEPH & CO | History | No change | 657 | 51 | 0.01% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 648 | 50 | 0.0% | — | 224 | +648 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 646 | 50 | 0.0% | — | 225 | +646 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | New | 588 | 46 | 0.0% | — | 226 | +588 | New | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 430 | 33 | 0.0% | 0.0% | 228 | +380 | 760.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 427 | 33 | 0.0% | 0.0% | 227 | -13 | -2.95% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 380 | 29 | 0.02% | — | 229 | +380 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 328 | 25 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 265 | 20 | 0.01% | — | 231 | +265 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 232 | 18 | 0.0% | 0.0% | 233 | +108 | 87.1% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 235 | 18 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 205 | 15 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GODSEY & GIBB, INC | History | New | 170 | 13 | 0.0% | — | 235 | +170 | New | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | New | 115 | 8 | 0.0% | — | 236 | +115 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 95 | 7 | 0.0% | — | 237 | +95 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 45 | 3 | 0.0% | — | 238 | +45 | New | Q4 2025 | Feb 12, 2026 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | History | Closed out | 0 | 0 | — | 11.19% | — | -369,293 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -36,478 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bill Few Associates, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -14,442 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,448 | -100.0% | Q3 2025 | Oct 23, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,717 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -2,905 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,753 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -902 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -328 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Bernard Wealth Management Corp. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |