VANGUARD WELLINGTON FUND - VFMO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 707,199 | 139,388 | 2.42% | 2.27% | 1 | +56,191 | 8.63% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 285,538 | 56,279 | 2.68% | 2.7% | 2 | +1,385 | 0.49% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 160,647 | 31,663 | 0.58% | 0.58% | 3 | +1,487 | 0.93% | Q1 2026 | May 11, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 153,518 | 30,258 | 1.31% | 1.17% | 4 | +6,929 | 4.73% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 151,875 | 29,934 | 0.01% | 0.01% | 5 | +11,747 | 8.38% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 150,035 | 29,571 | 0.01% | 0.01% | 6 | +36,737 | 32.43% | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 117,522 | 23,163 | 2.66% | 2.42% | 7 | +3,195 | 2.79% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 114,226 | 22,513 | 1.94% | 1.87% | 8 | +543 | 0.48% | Q1 2026 | Apr 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 109,211 | 21,525 | 0.37% | 0.36% | 9 | +3,090 | 2.91% | Q1 2026 | May 04, 2026 |
| Systelligence, LLC | History | Reduced | 103,048 | 20,310 | 3.95% | 3.83% | 10 | -2,266 | -2.15% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 91,848 | 18,103 | 0.0% | 0.0% | 11 | +7,686 | 9.13% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 75,468 | 14,874 | 0.02% | 0.02% | 12 | -9,843 | -11.54% | Q1 2026 | May 13, 2026 |
| WIN ADVISORS, INC | History | Added to | 55,549 | 10,948 | 5.01% | 1.05% | 13 | +42,553 | 327.43% | Q1 2026 | May 01, 2026 |
| Financial Partners Group, Inc | History | Added to | 52,775 | 10,401 | 1.24% | 1.16% | 14 | +3,268 | 6.6% | Q1 2026 | Apr 10, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 49,616 | 9,779 | 1.6% | 1.44% | 15 | +4,625 | 10.28% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,177 | 8,707 | 0.02% | 0.01% | 16 | +23,330 | 111.91% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 43,329 | 8,540 | 0.0% | 0.0% | 17 | +263 | 0.61% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 39,411 | 7,771 | 0.04% | 0.03% | 18 | +13,355 | 51.25% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,399 | 6,583 | 0.0% | 0.0% | 19 | +6,593 | 24.6% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 32,046 | 6,316 | 1.24% | 1.17% | 20 | +588 | 1.87% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 30,167 | 5,946 | 0.03% | 0.03% | 21 | -2,226 | -6.87% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 27,371 | 5,394 | 0.33% | 0.23% | 22 | +2,058 | 8.13% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,556 | 5,234 | 0.04% | 0.04% | 23 | -317 | -1.18% | Q1 2026 | Apr 15, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 25,711 | 5,067 | 1.86% | 1.76% | 24 | -166 | -0.64% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,844 | 4,699 | 0.01% | 0.01% | 25 | +4,136 | 20.99% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 22,012 | 4,338 | 0.48% | 0.49% | 26 | -661 | -2.92% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 20,818 | 4,103 | 0.0% | 0.0% | 27 | +16,800 | 418.12% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 20,581 | 4,057 | 0.01% | 0.01% | 28 | -202 | -0.97% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 19,478 | 3,839 | 0.05% | 0.05% | 29 | +170 | 0.88% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Added to | 19,229 | 3,790 | 1.89% | 1.75% | 30 | +808 | 4.39% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,073 | 3,168 | 0.0% | 0.01% | 31 | -5,304 | -24.81% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,773 | 2,957 | 0.03% | 0.03% | 32 | +192 | 1.32% | Q1 2026 | Apr 07, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 14,242 | 2,807 | 1.7% | 1.57% | 33 | +417 | 3.02% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,144 | 2,788 | 0.08% | 0.06% | 34 | +2,996 | 26.87% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,691 | 2,698 | 0.01% | 0.01% | 35 | +539 | 4.1% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 13,470 | 2,654 | 0.0% | 0.0% | 36 | +10,986 | 442.27% | Q1 2026 | May 13, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 12,037 | 2,372 | 0.76% | 0.84% | 37 | -45 | -0.37% | Q1 2026 | Apr 17, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | New | 11,918 | 2,349 | 0.51% | — | 38 | +11,918 | New | Q1 2026 | Apr 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 10,368 | 2,043 | 0.19% | 0.15% | 39 | +2,126 | 25.79% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,163 | 2,003 | 0.0% | 0.0% | 40 | +875 | 9.42% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,086 | 1,987 | 0.01% | 0.0% | 41 | +1,907 | 23.32% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Added to | 9,823 | 1,936 | 0.79% | 0.8% | 42 | +264 | 2.76% | Q1 2026 | Apr 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,348 | 1,871 | 0.13% | 0.12% | 43 | +65 | 0.7% | Q1 2026 | May 01, 2026 |
| Archford Capital Strategies, LLC | History | New | 9,204 | 1,814 | 0.21% | — | 44 | +9,204 | New | Q1 2026 | Apr 15, 2026 |
| Valued Retirements, Inc. | History | Added to | 8,627 | 1,700 | 1.66% | 1.56% | 45 | +290 | 3.48% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 8,216 | 1,619 | 0.97% | 1.15% | 46 | -944 | -10.31% | Q1 2026 | May 13, 2026 |
| IAM Advisory, LLC | History | Reduced | 8,119 | 1,600 | 0.36% | 0.35% | 47 | -157 | -1.9% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 8,158 | 1,560 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 7,799 | 1,537 | 0.09% | 0.07% | 49 | +1,678 | 27.41% | Q1 2026 | May 12, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 7,718 | 1,521 | 0.99% | 1.02% | 50 | -87 | -1.11% | Q1 2026 | Apr 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,250 | 1,428 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,171 | 1,413 | 0.0% | — | 52 | +7,171 | New | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | New | 7,000 | 1,379 | 0.0% | — | 53 | +7,000 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 6,933 | 1,366 | 0.07% | 0.06% | 54 | +468 | 7.24% | Q1 2026 | May 05, 2026 |
| TFB Advisors LLC | History | Added to | 6,925 | 1,364 | 0.71% | 0.31% | 55 | +1,122 | 19.33% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,762 | 1,332 | 0.0% | 0.0% | 56 | +4,115 | 155.46% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,881 | 1,159 | 0.0% | 0.0% | 57 | +4,661 | 382.05% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,874 | 1,157 | 0.01% | 0.02% | 58 | -1,177 | -16.69% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,978 | 1,143 | 0.01% | 0.0% | 59 | +4,711 | 371.82% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,734 | 1,130 | 0.0% | 0.0% | 60 | +697 | 13.84% | Q1 2026 | May 15, 2026 |
| Elevation Capital Advisory, LLC | History | New | 5,679 | 1,119 | 0.48% | — | 61 | +5,679 | New | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,675 | 1,118 | 0.01% | 0.01% | 62 | +16 | 0.28% | Q1 2026 | May 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 5,018 | 989 | 0.89% | 0.95% | 63 | -584 | -10.42% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,994 | 984 | 0.0% | 0.0% | 64 | +1,014 | 25.48% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,725 | 931 | 0.0% | 0.0% | 65 | +154 | 3.37% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 4,613 | 909 | 0.0% | — | 66 | +4,613 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,735 | 905 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,394 | 866 | 0.01% | 0.02% | 68 | +158 | 3.73% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,159 | 819 | 0.01% | 0.01% | 69 | +220 | 5.59% | Q1 2026 | Apr 22, 2026 |
| Kathmere Capital Management, LLC | History | No change | 3,842 | 757 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,464 | 755 | 0.01% | — | 71 | +3,464 | New | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Added to | 3,750 | 739 | 0.1% | 0.08% | 72 | +907 | 31.9% | Q1 2026 | Apr 20, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 3,750 | 739 | 0.72% | 0.72% | 73 | -76 | -1.99% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,700 | 729 | 0.01% | 0.01% | 74 | -20 | -0.54% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,617 | 712 | 0.01% | 0.02% | 75 | -1,530 | -29.73% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,564 | 702 | 0.01% | — | 76 | +3,564 | New | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,504 | 690 | 0.01% | 0.01% | 77 | +37 | 1.07% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,488 | 687 | 0.03% | 0.01% | 78 | +2,369 | 211.71% | Q1 2026 | Apr 28, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,382 | 666 | 0.05% | 0.05% | 79 | -219 | -6.08% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | No change | 3,303 | 651 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,265 | 643 | 0.01% | 0.01% | 81 | -22 | -0.67% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 3,183 | 627 | 0.0% | 0.0% | 82 | +1,297 | 68.77% | Q1 2026 | May 12, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 3,083 | 607 | 0.21% | 0.2% | 83 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,943 | 580 | 0.04% | 0.05% | 84 | -299 | -9.22% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,898 | 571 | 0.01% | 0.01% | 85 | +68 | 2.4% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 2,815 | 554 | 0.0% | 0.0% | 86 | +135 | 5.04% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,520 | 496 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,505 | 493 | 0.0% | — | 88 | +2,505 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,475 | 487 | 0.0% | 0.0% | 89 | -249 | -9.14% | Q1 2026 | May 07, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 2,438 | 480 | 0.49% | 0.49% | 90 | -25 | -1.02% | Q1 2026 | Apr 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,424 | 477 | 0.23% | 0.2% | 91 | +285 | 13.32% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,416 | 476 | 0.4% | 0.11% | 94 | +1,719 | 246.63% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 2,419 | 476 | 0.0% | 0.0% | 92 | +148 | 6.52% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,419 | 476 | 0.01% | 0.0% | 93 | +144 | 6.33% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,413 | 475 | 0.0% | 0.0% | 95 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,368 | 467 | 0.0% | 0.0% | 96 | -251 | -9.58% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,363 | 465 | 0.01% | 0.01% | 97 | +114 | 5.07% | Q1 2026 | May 18, 2026 |
| Virtus Family Office LLC | History | No change | 2,360 | 465 | 0.4% | 0.39% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Seed Wealth Management, Inc. | History | No change | 2,330 | 459 | 0.32% | 0.31% | 99 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,073 | 457 | 0.01% | 0.01% | 100 | +1 | 0.05% | Q1 2026 | May 04, 2026 |
| WealthCare Investment Partners, LLC | History | New | 2,181 | 439 | 0.12% | — | 101 | +2,181 | New | Q1 2026 | Apr 08, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,218 | 437 | 0.19% | 0.18% | 102 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,250 | 430 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | New | 2,164 | 426 | 0.0% | — | 104 | +2,164 | New | Q1 2026 | May 05, 2026 |
| Riverview Trust Co | History | No change | 2,128 | 419 | 0.52% | 0.49% | 105 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,053 | 404 | 0.0% | 0.0% | 106 | -283 | -12.11% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 1,890 | 372 | 0.0% | 0.0% | 107 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 1,886 | 371 | 0.02% | 0.04% | 108 | -1,180 | -38.49% | Q1 2026 | Apr 27, 2026 |
| GSG Advisors LLC | History | No change | 1,801 | 354 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 1,784 | 351 | 0.07% | — | 110 | +1,784 | New | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,767 | 348 | 0.04% | — | 111 | +1,767 | New | Q1 2026 | May 15, 2026 |
| Orcam Financial Group | History | Added to | 1,745 | 343 | 0.24% | 0.25% | 112 | +2 | 0.11% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,664 | 328 | 0.02% | 0.02% | 113 | +64 | 4.0% | Q1 2026 | Apr 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,660 | 327 | 0.01% | 0.01% | 114 | +151 | 10.01% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,623 | 319 | 0.02% | 0.02% | 115 | +2 | 0.12% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,560 | 307 | 0.01% | 0.01% | 116 | +31 | 2.03% | Q1 2026 | Apr 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 1,559 | 307 | 0.12% | 0.11% | 117 | -2 | -0.13% | Q1 2026 | Apr 17, 2026 |
| Foster Group, Inc. | History | Added to | 1,548 | 305 | 0.01% | 0.01% | 118 | +11 | 0.72% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,490 | 299 | 0.0% | 0.0% | 119 | -169 | -10.19% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | New | 1,510 | 297 | 0.0% | — | 120 | +1,510 | New | Q1 2026 | Apr 27, 2026 |
| Coquina Private Wealth LLC | History | No change | 1,484 | 292 | 0.23% | 0.23% | 121 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Payne Capital LLC | History | Reduced | 1,459 | 287 | 0.26% | 2.74% | 122 | -12,633 | -89.65% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,391 | 274 | 0.0% | 0.0% | 123 | -8 | -0.57% | Q1 2026 | May 12, 2026 |
| Clark Wealth Partners | History | Reduced | 1,375 | 271 | 0.18% | 0.23% | 124 | -632 | -31.49% | Q1 2026 | May 11, 2026 |
| Avant Capital LLC | History | Added to | 1,280 | 252 | 0.18% | 0.17% | 125 | +1 | 0.08% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,275 | 251 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,225 | 241 | 0.0% | 0.0% | 127 | -12 | -0.97% | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,200 | 236 | 0.0% | — | 128 | +1,200 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | New | 1,188 | 234 | 0.06% | — | 129 | +1,188 | New | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 1,184 | 233 | 0.02% | 0.02% | 130 | +1 | 0.08% | Q1 2026 | Apr 22, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 1,178 | 232 | 0.13% | 0.13% | 131 | -7 | -0.59% | Q1 2026 | Apr 10, 2026 |
| Cadence Bank | History | No change | 1,200 | 229 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,161 | 228 | 0.0% | 0.0% | 133 | -3 | -0.26% | Q1 2026 | Apr 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,100 | 216 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | No change | 1,100 | 216 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Apeiron RIA LLC | History | No change | 1,047 | 206 | 0.05% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| McCartney Wealth Management LLC | History | New | 1,040 | 205 | 0.17% | — | 137 | +1,040 | New | Q1 2026 | May 11, 2026 |
| Empirical Finance, LLC | History | New | 1,040 | 204 | 0.01% | — | 138 | +1,040 | New | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,028 | 203 | 0.01% | — | 139 | +1,028 | New | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 921 | 181 | 0.0% | 0.0% | 140 | +512 | 125.18% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 600 | 118 | 0.03% | 0.03% | 141 | +80 | 15.38% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | No change | 477 | 94 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 400 | 78 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 354 | 69 | 0.0% | — | 145 | +354 | New | Q1 2026 | May 19, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 352 | 69 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 350 | 68 | 0.0% | — | 146 | +350 | New | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | No change | 325 | 64 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VANGUARD ADVISERS INC | History | New | 281 | 55 | 0.0% | — | 148 | +281 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 208 | 40 | 0.0% | 0.0% | 149 | -35 | -14.4% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 202 | 39 | 0.0% | 0.0% | 150 | -13 | -6.05% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 141 | 27 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 125 | 24 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 116 | 22 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | No change | 107 | 21 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 105 | 20 | 0.0% | 0.0% | 155 | +85 | 425.0% | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 105 | 20 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | New | 100 | 19 | 0.0% | — | 158 | +100 | New | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 100 | 19 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| AE Wealth Management LLC | History | Added to | 95 | 18 | 0.0% | 0.0% | 159 | +58 | 156.76% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | No change | 85 | 16 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 76 | 14 | 0.0% | 0.01% | 161 | -10 | -11.63% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | Reduced | 67 | 13 | 0.0% | 0.01% | 162 | -37 | -35.58% | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 56 | 11 | 0.0% | — | 163 | +56 | New | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Added to | 42 | 8 | 0.0% | 0.0% | 164 | +1 | 2.44% | Q1 2026 | Apr 22, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 39 | 7 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | New | 30 | 5 | 0.0% | — | 167 | +30 | New | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 18 | 3 | 0.0% | 0.0% | 168 | -1 | -5.26% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | New | 15 | 2 | 0.0% | — | 169 | +15 | New | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | New | 10 | 2 | 0.0% | — | 170 | +10 | New | Q1 2026 | Apr 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,307 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -29,592 | -100.0% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,470 | -100.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,634 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,671 | -100.0% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,971 | -100.0% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,337 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,993 | -100.0% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,342 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -535 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -62 | -98.41% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |