VANGUARD WELLINGTON FUND - VFMO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 651,008 | 124,505 | 2.27% | 2.34% | 1 | +22,621 | 3.6% | Q4 2025 | Jan 23, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 284,153 | 58,495 | 2.7% | 2.69% | 2 | +3,874 | 1.38% | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 159,160 | 30,438 | 0.58% | 1.32% | 3 | -184,324 | -53.66% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 146,589 | 28,035 | 1.17% | 1.14% | 4 | +6,811 | 4.87% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 140,128 | 26,799 | 0.01% | 0.01% | 5 | +36,308 | 34.97% | Q4 2025 | Feb 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 114,327 | 21,865 | 2.42% | 2.3% | 6 | +6,098 | 5.63% | Q4 2025 | Feb 03, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 113,683 | 21,741 | 1.87% | 2.05% | 7 | -5,357 | -4.5% | Q4 2025 | Jan 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 113,298 | 21,668 | 0.01% | 0.0% | 8 | +44,136 | 63.82% | Q4 2025 | Feb 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 106,121 | 20,295 | 0.36% | 0.4% | 9 | +2,204 | 2.12% | Q4 2025 | Jan 16, 2026 |
| Systelligence, LLC | History | Reduced | 105,314 | 20,141 | 3.83% | 4.31% | 10 | -13,290 | -11.21% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Added to | 85,311 | 16,315 | 0.02% | 0.02% | 11 | +2,175 | 2.62% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 84,162 | 16,095 | 0.0% | 0.0% | 12 | -4,688 | -5.28% | Q4 2025 | Feb 10, 2026 |
| Financial Partners Group, Inc | History | Added to | 49,507 | 9,998 | 1.16% | 0.96% | 13 | +9,152 | 22.68% | Q4 2025 | Feb 03, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 44,991 | 8,604 | 1.44% | 1.56% | 14 | -2,759 | -5.78% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 43,066 | 8,236 | 0.0% | 0.0% | 15 | +21,256 | 97.46% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,307 | 6,369 | 0.02% | 0.03% | 16 | +993 | 3.07% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,393 | 6,195 | 0.03% | 0.03% | 17 | +1,991 | 6.55% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Added to | 31,458 | 6,016 | 1.17% | 0.85% | 18 | +10,375 | 49.21% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 29,592 | 5,659 | 0.01% | — | 19 | +29,592 | New | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,873 | 5,139 | 0.04% | 0.03% | 20 | +7,673 | 39.96% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 26,806 | 5,126 | 0.0% | 0.0% | 21 | -429 | -1.58% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 26,056 | 4,974 | 0.03% | 0.02% | 22 | +7,664 | 41.67% | Q4 2025 | Feb 17, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 25,877 | 4,949 | 1.76% | 1.81% | 23 | -354 | -1.35% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 25,313 | 4,841 | 0.23% | 0.23% | 24 | +570 | 2.3% | Q4 2025 | Jan 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 22,673 | 4,336 | 0.49% | 0.46% | 25 | +2,053 | 9.96% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,377 | 4,088 | 0.01% | 0.01% | 26 | +2,141 | 11.13% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,847 | 3,987 | 0.01% | 0.01% | 27 | +5,276 | 33.88% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Added to | 20,783 | 3,975 | 0.01% | 0.01% | 28 | +115 | 0.56% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,708 | 3,769 | 0.01% | 0.0% | 29 | +2,675 | 15.7% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 19,308 | 3,692 | 0.05% | 0.06% | 30 | -2,299 | -10.64% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Added to | 18,421 | 3,522 | 1.75% | 1.31% | 31 | +4,641 | 33.68% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,581 | 2,788 | 0.03% | 0.0% | 32 | +14,481 | 14481.0% | Q4 2025 | Jan 23, 2026 |
| Payne Capital LLC | History | Added to | 14,092 | 2,695 | 2.74% | 2.73% | 33 | +22 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 13,825 | 2,644 | 1.57% | 1.35% | 34 | +2,327 | 20.24% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,152 | 2,515 | 0.01% | 0.01% | 35 | -539 | -3.94% | Q4 2025 | Feb 13, 2026 |
| WIN ADVISORS, INC | History | New | 12,996 | 2,485 | 1.05% | — | 36 | +12,996 | New | Q4 2025 | Feb 04, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 12,082 | 2,310 | 0.84% | 1.0% | 37 | -215 | -1.75% | Q4 2025 | Jan 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,148 | 2,132 | 0.06% | 0.06% | 38 | +1,588 | 16.61% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 10,470 | 2,002 | 0.0% | 0.01% | 39 | -18,782 | -64.21% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | Added to | 9,559 | 1,828 | 0.8% | 0.71% | 40 | +1,340 | 16.3% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,288 | 1,776 | 0.0% | 0.0% | 41 | +7,283 | 363.24% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,283 | 1,775 | 0.12% | 0.14% | 42 | -640 | -6.45% | Q4 2025 | Feb 03, 2026 |
| Caitlin John, LLC | History | Reduced | 9,160 | 1,751 | 1.15% | 1.25% | 43 | -211 | -2.25% | Q4 2025 | Feb 18, 2026 |
| Valued Retirements, Inc. | History | Added to | 8,337 | 1,594 | 1.56% | 0.89% | 44 | +3,749 | 81.71% | Q4 2025 | Feb 09, 2026 |
| IAM Advisory, LLC | History | Reduced | 8,276 | 1,582 | 0.35% | 0.36% | 45 | -99 | -1.18% | Q4 2025 | Jan 07, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 8,242 | 1,576 | 0.15% | 0.11% | 46 | +2,122 | 34.67% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,179 | 1,564 | 0.0% | 0.0% | 47 | +718 | 9.62% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 8,158 | 1,560 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 7,805 | 1,492 | 1.02% | 1.15% | 49 | -753 | -8.8% | Q4 2025 | Jan 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,250 | 1,386 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,051 | 1,348 | 0.02% | 0.02% | 51 | -1,243 | -14.99% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | New | 6,634 | 1,268 | 0.02% | — | 52 | +6,634 | New | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Added to | 6,465 | 1,236 | 0.06% | 0.04% | 53 | +738 | 12.89% | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,121 | 1,170 | 0.07% | 0.07% | 54 | +88 | 1.46% | Q4 2025 | Feb 10, 2026 |
| TFB Advisors LLC | History | Added to | 5,803 | 1,109 | 0.31% | 0.32% | 55 | +192 | 3.42% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,659 | 1,082 | 0.01% | 0.02% | 56 | -2,703 | -32.32% | Q4 2025 | Feb 11, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 5,602 | 1,071 | 0.95% | — | 57 | +5,602 | New | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,147 | 984 | 0.02% | 0.02% | 58 | +212 | 4.3% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,037 | 963 | 0.0% | 0.0% | 59 | -1 | -0.02% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,735 | 905 | 0.02% | 0.02% | 60 | -159 | -3.25% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,571 | 874 | 0.0% | 0.0% | 61 | +581 | 14.56% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,236 | 810 | 0.02% | 0.02% | 62 | +3 | 0.07% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,018 | 769 | 0.0% | — | 63 | +4,018 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,980 | 761 | 0.0% | 0.0% | 64 | +539 | 15.66% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 3,671 | 758 | 0.02% | 0.02% | 65 | +21 | 0.58% | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,939 | 753 | 0.01% | 0.01% | 66 | -28 | -0.71% | Q4 2025 | Jan 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 3,842 | 734 | 0.05% | 0.05% | 67 | +192 | 5.26% | Q4 2025 | Jan 13, 2026 |
| Redwood Family Wealth LLC | History | New | 3,826 | 731 | 0.72% | — | 68 | +3,826 | New | Q4 2025 | Mar 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,720 | 711 | 0.01% | 0.01% | 69 | +63 | 1.72% | Q4 2025 | Feb 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,601 | 688 | 0.05% | 0.06% | 70 | -325 | -8.28% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,467 | 662 | 0.01% | 0.04% | 71 | -7,646 | -68.8% | Q4 2025 | Jan 07, 2026 |
| United Advisor Group, LLC | History | No change | 3,303 | 631 | 0.08% | 0.09% | 72 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,287 | 628 | 0.01% | 0.01% | 73 | -391 | -10.63% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,242 | 620 | 0.05% | 0.03% | 74 | +1,353 | 71.63% | Q4 2025 | Jan 13, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 3,083 | 589 | 0.2% | 0.22% | 75 | -370 | -10.72% | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 3,066 | 586 | 0.04% | 0.05% | 76 | -776 | -20.2% | Q4 2025 | Apr 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 2,971 | 568 | 0.01% | 0.03% | 77 | -3,758 | -55.85% | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | New | 2,843 | 543 | 0.08% | — | 78 | +2,843 | New | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,830 | 541 | 0.01% | 0.01% | 79 | -210 | -6.91% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,724 | 520 | 0.0% | 0.0% | 80 | -369 | -11.93% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | New | 2,680 | 512 | 0.0% | — | 81 | +2,680 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,647 | 506 | 0.0% | — | 82 | +2,647 | New | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,619 | 501 | 0.0% | 0.0% | 83 | +234 | 9.81% | Q4 2025 | Jan 05, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,520 | 481 | 0.01% | — | 84 | +2,520 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 2,484 | 475 | 0.0% | 0.0% | 85 | +364 | 17.17% | Q4 2025 | Feb 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 2,463 | 471 | 0.49% | 0.46% | 86 | +40 | 1.65% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | No change | 2,412 | 461 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Virtus Family Office LLC | History | Added to | 2,360 | 451 | 0.39% | 0.32% | 88 | +553 | 30.6% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,336 | 446 | 0.0% | — | 89 | +2,336 | New | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 2,337 | 446 | 0.02% | 0.02% | 90 | -35 | -1.48% | Q4 2025 | Jan 23, 2026 |
| Seed Wealth Management, Inc. | History | No change | 2,330 | 445 | 0.31% | 0.31% | 91 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,275 | 435 | 0.0% | 0.01% | 92 | +130 | 6.06% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 2,271 | 434 | 0.0% | 0.0% | 93 | -882 | -27.97% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,249 | 430 | 0.01% | 0.01% | 94 | +107 | 5.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,250 | 430 | 0.13% | 0.14% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,072 | 427 | 0.01% | 0.01% | 96 | +1 | 0.05% | Q4 2025 | Jan 28, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,218 | 424 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,139 | 409 | 0.2% | 0.19% | 98 | +118 | 5.84% | Q4 2025 | Feb 05, 2026 |
| Riverview Trust Co | History | No change | 2,128 | 406 | 0.49% | 0.49% | 99 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clark Wealth Partners | History | No change | 2,007 | 383 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,993 | 381 | 0.0% | 0.0% | 101 | -230 | -10.35% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,889 | 361 | 0.0% | 0.01% | 102 | -3,296 | -63.57% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 1,886 | 360 | 0.0% | 0.0% | 103 | +213 | 12.73% | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | Reduced | 1,801 | 344 | 0.09% | 0.09% | 104 | -13 | -0.72% | Q4 2025 | Jan 08, 2026 |
| Orcam Financial Group | History | Added to | 1,743 | 333 | 0.25% | 0.27% | 105 | +3 | 0.17% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,659 | 332 | 0.0% | 0.0% | 106 | +327 | 24.55% | Q4 2025 | Jan 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,621 | 312 | 0.02% | 0.02% | 107 | +3 | 0.19% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,600 | 305 | 0.02% | 0.03% | 108 | -757 | -32.12% | Q4 2025 | Jan 20, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 1,561 | 298 | 0.11% | 0.12% | 109 | +3 | 0.19% | Q4 2025 | Jan 13, 2026 |
| Foster Group, Inc. | History | Reduced | 1,537 | 293 | 0.01% | 0.01% | 110 | -111 | -6.74% | Q4 2025 | Jan 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,529 | 292 | 0.01% | 0.01% | 111 | +3 | 0.2% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 1,509 | 288 | 0.01% | 0.01% | 112 | -107 | -6.62% | Q4 2025 | Feb 02, 2026 |
| Coquina Private Wealth LLC | History | New | 1,484 | 283 | 0.23% | — | 113 | +1,484 | New | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,399 | 267 | 0.0% | 0.0% | 114 | +304 | 27.76% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,342 | 256 | 0.0% | 0.0% | 115 | +236 | 21.34% | Q4 2025 | Jan 29, 2026 |
| Avant Capital LLC | History | Added to | 1,279 | 244 | 0.17% | 0.17% | 116 | +2 | 0.16% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | New | 1,275 | 243 | 0.01% | — | 117 | +1,275 | New | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | New | 1,267 | 242 | 0.0% | — | 118 | +1,267 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | New | 1,237 | 236 | 0.0% | — | 119 | +1,237 | New | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | No change | 1,220 | 233 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | No change | 1,200 | 229 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 1,183 | 226 | 0.02% | 0.02% | 122 | +2 | 0.17% | Q4 2025 | Jan 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 1,185 | 226 | 0.13% | 0.13% | 123 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,164 | 222 | 0.0% | — | 124 | +1,164 | New | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | New | 1,119 | 214 | 0.01% | — | 125 | +1,119 | New | Q4 2025 | Jan 27, 2026 |
| Apeiron RIA LLC | History | Reduced | 1,047 | 214 | 0.04% | 0.06% | 126 | -321 | -23.46% | Q4 2025 | Feb 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 1,100 | 210 | 0.0% | — | 127 | +1,100 | New | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | No change | 1,100 | 210 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 697 | 133 | 0.11% | 0.12% | 129 | -20 | -2.79% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 535 | 102 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | Added to | 520 | 99 | 0.03% | 0.01% | 131 | +420 | 420.0% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | New | 477 | 91 | 0.02% | — | 132 | +477 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 470 | 89 | 0.0% | — | 133 | +470 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 409 | 78 | 0.0% | 0.0% | 134 | -92 | -18.36% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 400 | 76 | 0.0% | — | 135 | +400 | New | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | New | 325 | 62 | 0.0% | — | 136 | +325 | New | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 243 | 46 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 215 | 41 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 141 | 26 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 125 | 23 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 116 | 22 | 0.0% | — | 141 | +116 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 107 | 20 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 105 | 20 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 100 | 19 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Tidemark, LLC | History | No change | 104 | 19 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | New | 85 | 16 | 0.0% | — | 146 | +85 | New | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 63 | 12 | 0.0% | 0.01% | 147 | -300,591 | -99.98% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 37 | 7 | 0.0% | — | 148 | +37 | New | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | No change | 41 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 39 | 7 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 6 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15 | 3 | 0.0% | 0.0% | 152 | -920 | -98.4% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 20 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 19 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | New | 7 | 1 | 0.0% | — | 157 | +7 | New | Q4 2025 | Mar 16, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,046 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -65 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |