VANGUARD ADMIRAL FUNDS - VIOG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 260,007 | 31,535 | 0.0% | 0.0% | 1 | +9,075 | 3.62% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 234,197 | 28,404 | 0.01% | 0.01% | 2 | +12,666 | 5.72% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | Added to | 155,656 | 19,168 | 4.9% | 4.74% | 3 | +6,267 | 4.2% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 114,221 | 13,853 | 0.0% | 0.0% | 4 | -4,861 | -4.08% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 113,342 | 13,746 | 0.0% | 0.0% | 5 | +11,990 | 11.83% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 88,976 | 10,791 | 0.01% | 0.02% | 6 | -48,578 | -35.32% | Q4 2025 | Feb 13, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 77,808 | 9,436 | 5.33% | 5.93% | 7 | +2,229 | 2.95% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 77,304 | 9,375 | 0.05% | 0.05% | 8 | +84 | 0.11% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 64,958 | 7,878 | 0.0% | — | 9 | +64,958 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 61,246 | 7,428 | 0.13% | 0.16% | 10 | +1,734 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 59,762 | 7,248 | 1.57% | 0.1% | 11 | +56,282 | 1617.3% | Q4 2025 | Feb 02, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 58,708 | 7,120 | 1.33% | 1.47% | 12 | -6,337 | -9.74% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 57,794 | 7,009 | 0.0% | 0.0% | 13 | +12,623 | 27.94% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 54,030 | 6,556 | 0.0% | 0.01% | 14 | -300,421 | -84.76% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 50,000 | 6,064 | 0.0% | 0.0% | 15 | -2,137 | -4.1% | Q4 2025 | Mar 25, 2026 |
| Code Waechter LLC | History | Added to | 49,872 | 6,048 | 3.88% | 3.81% | 16 | +1,692 | 3.51% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 46,882 | 5,686 | 0.04% | 0.04% | 17 | +2,900 | 6.59% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 44,747 | 5,427 | 0.0% | 0.0% | 18 | -426 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 44,552 | 5,403 | 3.33% | 3.28% | 19 | +1,185 | 2.73% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,639 | 5,292 | 0.0% | 0.0% | 20 | +4,632 | 11.87% | Q4 2025 | Feb 10, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 41,015 | 4,974 | 2.37% | 2.37% | 21 | -597 | -1.43% | Q4 2025 | Jan 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 34,469 | 4,180 | 0.05% | 0.04% | 22 | +3,893 | 12.73% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 31,097 | 3,771 | 0.06% | 0.06% | 23 | +1,499 | 5.06% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 30,163 | 3,658 | 0.01% | 0.0% | 24 | +1,079 | 3.71% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 29,773 | 3,611 | 0.0% | 0.0% | 25 | -9,290 | -23.78% | Q4 2025 | Jan 29, 2026 |
| ProVise Management Group, LLC | History | Added to | 25,772 | 3,125 | 0.22% | 0.22% | 26 | +1,361 | 5.58% | Q4 2025 | Jan 29, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 24,534 | 2,975 | 1.68% | 1.71% | 27 | +192 | 0.79% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 23,505 | 2,850 | 0.14% | 0.12% | 28 | +159 | 0.68% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,276 | 2,702 | 0.01% | 0.01% | 29 | +1,753 | 8.54% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 21,957 | 2,663 | 0.01% | 0.01% | 30 | -4,224 | -16.13% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 21,889 | 2,654 | 0.0% | 0.0% | 31 | +1,817 | 9.05% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,387 | 2,593 | 0.0% | 0.0% | 32 | -2,394 | -10.07% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 21,069 | 2,555 | 0.0% | 0.0% | 33 | -540 | -2.5% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,157 | 2,446 | 0.0% | 0.0% | 34 | +246 | 1.24% | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 19,248 | 2,334 | 0.19% | — | 35 | +19,248 | New | Q4 2025 | Feb 25, 2026 |
| Veratis Advisors, Inc. | History | New | 17,325 | 2,268 | 1.79% | — | 36 | +17,325 | New | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,282 | 2,217 | 0.02% | 0.02% | 37 | +649 | 3.68% | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 16,693 | 2,024 | 0.37% | 0.39% | 38 | -201 | -1.19% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,150 | 1,837 | 0.0% | 0.01% | 39 | +19 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,981 | 1,816 | 0.01% | 0.01% | 40 | -1,998 | -11.77% | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 14,955 | 1,813 | 0.41% | — | 41 | +14,955 | New | Q4 2025 | Mar 16, 2026 |
| Tempo Wealth, LLC | History | New | 13,336 | 1,617 | 0.29% | — | 42 | +13,336 | New | Q4 2025 | Feb 25, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 13,007 | 1,577 | 0.51% | 0.48% | 43 | +1,694 | 14.97% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,882 | 1,562 | 0.01% | 0.01% | 44 | +592 | 4.82% | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | No change | 12,290 | 1,490 | 0.17% | 0.19% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,402 | 1,382 | 0.01% | 0.01% | 46 | +478 | 4.38% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,217 | 1,360 | 0.09% | 0.09% | 47 | -71 | -0.63% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,704 | 1,298 | 0.0% | 0.0% | 48 | +686 | 6.85% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 10,621 | 1,288 | 0.14% | 0.15% | 49 | +5 | 0.05% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 10,610 | 1,286 | 0.01% | 0.01% | 50 | +33 | 0.31% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,355 | 1,134 | 0.0% | 0.0% | 51 | +1,152 | 14.04% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,201 | 1,115 | 0.0% | 0.0% | 52 | -629 | -6.4% | Q4 2025 | Feb 18, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,731 | 1,058 | 0.06% | 0.02% | 53 | +5,050 | 137.19% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,601 | 1,043 | 0.0% | 0.0% | 54 | -159 | -1.82% | Q4 2025 | Feb 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 8,264 | 1,002 | 0.36% | — | 55 | +8,264 | New | Q4 2025 | Mar 26, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,703 | 998 | 0.08% | 0.08% | 56 | +355 | 4.83% | Q4 2025 | Jan 20, 2026 |
| Sierra Capital LLC | History | Added to | 7,698 | 934 | 0.1% | 0.1% | 57 | +24 | 0.31% | Q4 2025 | Feb 18, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 7,644 | 927 | 0.95% | 0.72% | 58 | +2,017 | 35.85% | Q4 2025 | Jan 07, 2026 |
| Summit Asset Management, LLC | History | No change | 7,546 | 915 | 0.13% | 0.14% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 7,522 | 912 | 0.18% | 0.28% | 60 | -3,281 | -30.37% | Q4 2025 | Feb 11, 2026 |
| Vantus Wealth LLC | History | New | 6,699 | 812 | 0.6% | — | 61 | +6,699 | New | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,569 | 796 | 0.09% | — | 62 | +6,569 | New | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,478 | 785 | 0.05% | 0.05% | 63 | +74 | 1.16% | Q4 2025 | Jan 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 6,389 | 774 | 0.13% | 0.13% | 64 | -211 | -3.2% | Q4 2025 | Jan 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,355 | 770 | 0.01% | 0.01% | 65 | +19 | 0.3% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,226 | 755 | 0.01% | 0.0% | 66 | +2,195 | 54.45% | Q4 2025 | Feb 17, 2026 |
| VIAWEALTH, LLC | History | Reduced | 6,022 | 730 | 0.41% | 0.41% | 67 | -78 | -1.28% | Q4 2025 | Feb 10, 2026 |
| Naviter Wealth, LLC | History | No change | 5,778 | 700 | 0.09% | 0.08% | 68 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,554 | 673 | 0.01% | 0.01% | 69 | +387 | 7.49% | Q4 2025 | Feb 03, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,091 | 617 | 0.0% | 0.0% | 70 | -108 | -2.08% | Q4 2025 | Jan 29, 2026 |
| SpringVest Wealth Management LLC | History | No change | 5,066 | 614 | 0.43% | 0.45% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,030 | 610 | 0.01% | 0.01% | 72 | -396 | -7.3% | Q4 2025 | Jan 23, 2026 |
| Virtu Financial LLC | History | Added to | 4,944 | 600 | 0.02% | 0.01% | 73 | +3,112 | 169.87% | Q4 2025 | Feb 23, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 4,807 | 583 | 0.06% | 0.06% | 74 | -375 | -7.24% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,622 | 560 | 0.0% | 0.0% | 75 | +263 | 6.03% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 4,377 | 530 | 0.26% | 0.26% | 76 | -75 | -1.68% | Q4 2025 | Feb 05, 2026 |
| Cannell & Spears LLC | History | Added to | 4,365 | 529 | 0.01% | 0.01% | 77 | +560 | 14.72% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,350 | 527 | 0.0% | — | 78 | +4,350 | New | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | Added to | 4,300 | 521 | 0.0% | 0.0% | 79 | +1,900 | 79.17% | Q4 2025 | Feb 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,227 | 512 | 0.06% | 0.06% | 80 | -25 | -0.59% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,073 | 512 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 4,096 | 497 | 0.0% | 0.0% | 82 | +24 | 0.59% | Q4 2025 | Jan 26, 2026 |
| Livet Wealth, LLC | History | New | 3,904 | 473 | 0.29% | — | 83 | +3,904 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 3,681 | 446 | 0.0% | 0.0% | 84 | -35 | -0.94% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,554 | 431 | 0.01% | 0.01% | 85 | +85 | 2.45% | Q4 2025 | Feb 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,202 | 388 | 0.03% | 0.03% | 86 | +18 | 0.57% | Q4 2025 | Feb 23, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,185 | 386 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,162 | 383 | 0.01% | 0.01% | 88 | +14 | 0.44% | Q4 2025 | Feb 04, 2026 |
| Clark Capital Management Group, Inc. | History | New | 3,045 | 369 | 0.0% | — | 89 | +3,045 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Reduced | 2,800 | 339 | 0.05% | 0.05% | 90 | -101 | -3.48% | Q4 2025 | Jan 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,735 | 331 | 0.07% | 0.08% | 91 | +15 | 0.55% | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Added to | 2,651 | 321 | 0.0% | 0.0% | 92 | +15 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 2,570 | 311 | 0.18% | — | 93 | +2,570 | New | Q4 2025 | Jan 15, 2026 |
| Savant Capital, LLC | History | No change | 2,545 | 308 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 2,505 | 304 | 0.11% | 0.13% | 95 | +12 | 0.48% | Q4 2025 | Jan 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 2,431 | 294 | 0.13% | 0.13% | 96 | +46 | 1.93% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,432 | 294 | 0.0% | 0.0% | 97 | -3 | -0.12% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,331 | 282 | 0.0% | — | 98 | +2,331 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,323 | 281 | 0.0% | 0.0% | 99 | +495 | 27.08% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 2,275 | 275 | 0.0% | 0.0% | 100 | -744 | -24.64% | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 2,267 | 275 | 0.03% | 0.03% | 101 | -165 | -6.78% | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,111 | 265 | 0.01% | 0.01% | 102 | -1,886 | -37.74% | Q4 2025 | Feb 11, 2026 |
| EJMK Ventures LLC | History | New | 2,167 | 262 | 0.16% | — | 103 | +2,167 | New | Q4 2025 | Mar 03, 2026 |
| OneAscent Financial Services LLC | History | New | 2,115 | 256 | 0.02% | — | 104 | +2,115 | New | Q4 2025 | Feb 11, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,082 | 252 | 0.19% | — | 105 | +2,082 | New | Q4 2025 | Feb 11, 2026 |
| ENTREWEALTH, LLC | History | Added to | 1,916 | 251 | 0.11% | 0.12% | 106 | +1 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 2,058 | 249 | 0.09% | 0.16% | 107 | -1,800 | -46.66% | Q4 2025 | Jan 06, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 1,935 | 243 | 0.04% | 0.04% | 109 | -9 | -0.46% | Q4 2025 | Jan 26, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,006 | 243 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bonfire Financial | History | Reduced | 1,973 | 239 | 0.18% | 0.2% | 110 | -200 | -9.2% | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,852 | 238 | 0.01% | 0.01% | 111 | +24 | 1.31% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,948 | 236 | 0.0% | 0.0% | 112 | +44 | 2.31% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,908 | 231 | 0.01% | 0.01% | 113 | +770 | 67.66% | Q4 2025 | Jan 13, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 1,781 | 224 | 0.04% | 0.04% | 114 | +27 | 1.54% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,835 | 222 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dakota Wealth Management | History | No change | 1,800 | 218 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 1,770 | 214 | 0.01% | — | 117 | +1,770 | New | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,733 | 210 | 0.0% | 0.0% | 118 | +9 | 0.52% | Q4 2025 | Feb 12, 2026 |
| Integrated Capital Management, LLC | History | Added to | 1,733 | 210 | 0.09% | 0.09% | 119 | +5 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | New | 1,725 | 209 | 0.02% | — | 120 | +1,725 | New | Q4 2025 | Feb 06, 2026 |
| Fragasso Financial Advisors Inc | History | New | 1,721 | 208 | 0.01% | — | 121 | +1,721 | New | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Reduced | 1,586 | 205 | 0.01% | 0.01% | 122 | -122 | -7.14% | Q4 2025 | Feb 04, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 1,690 | 204 | 0.01% | 0.01% | 123 | -14 | -0.82% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Corp | History | Reduced | 1,411 | 171 | 0.04% | 0.04% | 124 | -125 | -8.14% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 1,353 | 164 | 0.0% | 0.0% | 125 | -120 | -8.15% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,297 | 157 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,284 | 155 | 0.1% | — | 127 | +1,284 | New | Q4 2025 | Feb 10, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,151 | 139 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,094 | 132 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,088 | 131 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,065 | 129 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 960 | 116 | 0.0% | 0.0% | 132 | +2 | 0.21% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 772 | 93 | 0.05% | 0.07% | 133 | -812 | -51.26% | Q4 2025 | Feb 18, 2026 |
| FIRST HORIZON CORP | History | No change | 751 | 91 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 702 | 85 | 0.0% | 0.0% | 135 | +378 | 116.67% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 636 | 77 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 634 | 76 | 0.0% | 0.0% | 137 | -22 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 620 | 76 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 623 | 75 | 0.01% | — | 140 | +623 | New | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 621 | 75 | 0.02% | — | 139 | +621 | New | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 586 | 71 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 453 | 54 | 0.0% | — | 142 | +453 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 428 | 51 | 0.0% | 0.0% | 144 | -378 | -46.9% | Q4 2025 | Mar 16, 2026 |
| AE Wealth Management LLC | History | Added to | 423 | 51 | 0.0% | 0.0% | 143 | +2 | 0.48% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 415 | 50 | 0.0% | 0.0% | 145 | +1 | 0.24% | Q4 2025 | Feb 06, 2026 |
| First Pacific Financial | History | Added to | 348 | 42 | 0.01% | 0.01% | 146 | +2 | 0.58% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 326 | 40 | 0.0% | — | 147 | +320 | 5333.33% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 290 | 35 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 286 | 34 | 0.0% | — | 149 | +286 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 281 | 34 | 0.0% | — | 151 | +281 | New | Q4 2025 | Jan 21, 2026 |
| Hurley Capital, LLC | History | No change | 284 | 34 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 274 | 33 | 0.0% | 0.0% | 152 | +60 | 28.04% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 265 | 32 | 0.0% | 0.0% | 153 | +50 | 23.26% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 260 | 31 | 0.03% | — | 154 | +260 | New | Q4 2025 | Feb 19, 2026 |
| Blue Trust, Inc. | History | Added to | 250 | 30 | 0.0% | 0.0% | 155 | +200 | 400.0% | Q4 2025 | Jan 16, 2026 |
| SYM FINANCIAL Corp | History | Added to | 214 | 25 | 0.0% | 0.0% | 156 | +76 | 55.07% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 207 | 25 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 205 | 24 | 0.0% | 0.0% | 158 | -33 | -13.87% | Q4 2025 | Feb 09, 2026 |
| Davis Capital Management | History | No change | 200 | 24 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 170 | 20 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 132 | 16 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 137 | 16 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BOKF, NA | History | New | 127 | 15 | 0.0% | — | 163 | +127 | New | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 119 | 14 | 0.0% | 0.0% | 164 | -6 | -4.8% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | New | 105 | 12 | 0.0% | — | 165 | +105 | New | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 80 | 10 | 0.0% | — | 167 | +80 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | No change | 87 | 10 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 64 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | No change | 53 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jessup Wealth Management, Inc | History | New | 46 | 5 | 0.0% | — | 170 | +46 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 35 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NVWM, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 19 | 2 | 0.0% | — | 174 | +19 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.04% | — | -6,109 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -4,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.3% | — | -3,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Provident Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,034 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,745 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,648 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -603 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Dec 15, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -90 | -100.0% | Q3 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glassman Wealth Services | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |