VANGUARD ADMIRAL FUNDS - VIOG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 225,019 | 28,005 | 0.01% | 0.01% | 1 | -9,178 | -3.92% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 215,586 | 26,831 | 0.0% | 0.0% | 2 | -44,421 | -17.08% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 164,429 | 20,464 | 0.01% | 0.0% | 3 | +51,087 | 45.07% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 118,279 | 14,721 | 0.0% | 0.0% | 4 | +4,058 | 3.55% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 98,113 | 12,211 | 2.64% | 1.57% | 5 | +38,351 | 64.17% | Q1 2026 | May 12, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 95,578 | 11,895 | 7.55% | 5.33% | 6 | +17,770 | 22.84% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 85,269 | 10,612 | 0.01% | 0.01% | 7 | -3,707 | -4.17% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 78,106 | 9,721 | 0.05% | 0.05% | 8 | +802 | 1.04% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 65,921 | 8,204 | 0.01% | 0.0% | 9 | +8,127 | 14.06% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 61,246 | 7,428 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 59,208 | 7,369 | 1.34% | 1.33% | 11 | +500 | 0.85% | Q1 2026 | Apr 17, 2026 |
| Code Waechter LLC | History | Added to | 54,907 | 6,833 | 4.06% | 3.88% | 12 | +5,035 | 10.1% | Q1 2026 | Apr 15, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 50,820 | 6,325 | 3.78% | 3.33% | 13 | +6,268 | 14.07% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,754 | 6,316 | 0.0% | 0.0% | 14 | +754 | 1.51% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 47,783 | 5,947 | 0.09% | 0.06% | 15 | +16,686 | 53.66% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 45,678 | 5,685 | 0.0% | 0.0% | 16 | +2,039 | 4.67% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 42,506 | 5,290 | 0.0% | 0.0% | 17 | -2,241 | -5.01% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 41,155 | 5,122 | 0.04% | 0.04% | 18 | -5,727 | -12.22% | Q1 2026 | May 12, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 40,538 | 5,045 | 2.38% | 2.37% | 19 | -477 | -1.16% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 40,155 | 4,998 | 0.0% | 0.0% | 20 | -13,875 | -25.68% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 34,581 | 4,303 | 0.05% | 0.05% | 21 | +112 | 0.32% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,969 | 3,979 | 0.0% | 0.0% | 22 | -32,989 | -50.79% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,139 | 3,801 | 0.01% | 0.0% | 23 | +26,066 | 639.97% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 29,349 | 3,652 | 0.01% | 0.01% | 24 | -814 | -2.7% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 26,421 | 3,288 | 0.24% | 0.22% | 25 | +649 | 2.52% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 26,373 | 3,282 | 0.0% | 0.0% | 26 | -3,400 | -11.42% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 26,344 | 3,278 | 0.16% | 0.14% | 27 | +2,839 | 12.08% | Q1 2026 | May 05, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 24,854 | 3,093 | 1.77% | 1.68% | 28 | +320 | 1.3% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Added to | 23,072 | 2,871 | 0.24% | 0.19% | 29 | +3,824 | 19.87% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,943 | 2,856 | 0.01% | 0.01% | 30 | +667 | 2.99% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,622 | 2,691 | 0.0% | 0.0% | 31 | -267 | -1.22% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,626 | 2,567 | 0.0% | 0.0% | 32 | -761 | -3.56% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 21,069 | 2,533 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,325 | 2,530 | 0.01% | 0.0% | 34 | +5,175 | 34.16% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 20,077 | 2,498 | 0.01% | 0.01% | 35 | -1,880 | -8.56% | Q1 2026 | May 14, 2026 |
| Veratis Advisors, Inc. | History | No change | 17,325 | 2,268 | 1.79% | 1.79% | 36 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 18,215 | 2,209 | 0.01% | 0.02% | 37 | -67 | -0.37% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,155 | 2,135 | 0.0% | 0.0% | 38 | -3,002 | -14.89% | Q1 2026 | May 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 16,367 | 2,037 | 0.37% | 0.37% | 39 | -326 | -1.95% | Q1 2026 | May 15, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 16,036 | 1,995 | 0.54% | 0.51% | 40 | +3,029 | 23.29% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,021 | 1,869 | 0.01% | 0.01% | 41 | +40 | 0.27% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,711 | 1,706 | 0.01% | 0.01% | 42 | +829 | 6.44% | Q1 2026 | Apr 30, 2026 |
| Tempo Wealth, LLC | History | Reduced | 13,153 | 1,636 | 0.29% | 0.29% | 43 | -183 | -1.37% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | Reduced | 12,917 | 1,607 | 0.37% | 0.41% | 44 | -2,038 | -13.63% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 12,471 | 1,552 | 0.09% | 0.06% | 45 | +3,740 | 42.84% | Q1 2026 | Apr 29, 2026 |
| St. Louis Trust Co | History | No change | 12,290 | 1,529 | 0.18% | 0.17% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,480 | 1,428 | 0.01% | 0.01% | 47 | +78 | 0.68% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,216 | 1,396 | 0.08% | 0.09% | 48 | -1 | -0.01% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,010 | 1,370 | 0.0% | 0.0% | 49 | +306 | 2.86% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | New | 10,738 | 1,336 | 0.07% | — | 50 | +10,738 | New | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 10,651 | 1,325 | 0.01% | 0.01% | 51 | +41 | 0.39% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 10,583 | 1,317 | 0.13% | 0.14% | 52 | -38 | -0.36% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,287 | 1,155 | 0.0% | 0.0% | 53 | +86 | 0.93% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,909 | 1,108 | 0.0% | 0.0% | 54 | +308 | 3.58% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,987 | 1,108 | 0.09% | 0.08% | 55 | +284 | 3.69% | Q1 2026 | May 01, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 8,794 | 1,094 | 1.06% | 0.95% | 56 | +1,150 | 15.04% | Q1 2026 | Apr 07, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 8,196 | 1,020 | 0.38% | 0.36% | 57 | -68 | -0.82% | Q1 2026 | May 18, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 8,139 | 1,012 | 0.21% | 0.18% | 58 | +617 | 8.2% | Q1 2026 | May 05, 2026 |
| Summit Asset Management, LLC | History | Added to | 7,936 | 987 | 0.14% | 0.13% | 59 | +390 | 5.17% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 7,803 | 971 | 0.16% | 0.13% | 60 | +1,414 | 22.13% | Q1 2026 | Apr 15, 2026 |
| Junk Investment Group, LLC | History | New | 7,629 | 949 | 0.5% | — | 61 | +7,629 | New | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | Reduced | 7,371 | 917 | 0.1% | 0.1% | 62 | -327 | -4.25% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,044 | 876 | 0.08% | 0.09% | 63 | +475 | 7.23% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 6,975 | 868 | 0.01% | — | 64 | +6,975 | New | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | New | 6,851 | 852 | 0.22% | — | 65 | +6,851 | New | Q1 2026 | May 11, 2026 |
| Vantus Wealth LLC | History | No change | 6,699 | 812 | 0.6% | 0.6% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Reduced | 6,515 | 810 | 3.58% | 4.9% | 67 | -149,141 | -95.81% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,377 | 793 | 0.04% | 0.05% | 68 | -101 | -1.56% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,250 | 777 | 0.01% | 0.01% | 69 | +24 | 0.39% | Q1 2026 | May 15, 2026 |
| VIAWEALTH, LLC | History | Reduced | 5,913 | 735 | 0.41% | 0.41% | 70 | -109 | -1.81% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,933 | 720 | 0.0% | 0.0% | 71 | +1,311 | 28.36% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,782 | 719 | 0.01% | 0.01% | 72 | -573 | -9.02% | Q1 2026 | Apr 20, 2026 |
| Naviter Wealth, LLC | History | No change | 5,778 | 719 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,669 | 705 | 0.01% | 0.01% | 74 | +115 | 2.07% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | New | 5,155 | 641 | 0.01% | — | 75 | +5,155 | New | Q1 2026 | May 15, 2026 |
| SpringVest Wealth Management LLC | History | No change | 5,066 | 630 | 0.43% | 0.43% | 76 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,943 | 620 | 0.01% | 0.01% | 77 | -87 | -1.73% | Q1 2026 | Apr 07, 2026 |
| Rodgers & Associates, LTD | History | Added to | 4,968 | 618 | 0.06% | 0.06% | 78 | +161 | 3.35% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 5,091 | 617 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | New | 4,704 | 585 | 0.0% | — | 80 | +4,704 | New | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,580 | 570 | 0.0% | 0.0% | 81 | -4,775 | -51.04% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,547 | 565 | 0.27% | 0.26% | 82 | +170 | 3.88% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | New | 4,522 | 562 | 0.02% | — | 83 | +4,522 | New | Q1 2026 | May 14, 2026 |
| Cannell & Spears LLC | History | No change | 4,365 | 543 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 4,226 | 525 | 0.0% | 0.0% | 85 | +130 | 3.17% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 4,203 | 523 | 0.03% | — | 86 | +4,203 | New | Q1 2026 | May 08, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,111 | 511 | 0.06% | 0.06% | 87 | -116 | -2.74% | Q1 2026 | May 05, 2026 |
| Livet Wealth, LLC | History | No change | 3,904 | 485 | 0.31% | 0.29% | 88 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,759 | 467 | 0.01% | 0.01% | 89 | +497 | 15.24% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 3,614 | 449 | 0.0% | 0.0% | 90 | -67 | -1.82% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,516 | 437 | 0.09% | 0.07% | 91 | +781 | 28.56% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,467 | 431 | 0.01% | 0.01% | 92 | -87 | -2.45% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,208 | 399 | 0.03% | 0.03% | 93 | +6 | 0.19% | Q1 2026 | May 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,185 | 396 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,167 | 394 | 0.01% | 0.01% | 95 | +5 | 0.16% | Q1 2026 | May 06, 2026 |
| Breakwater Capital Group | History | Added to | 3,100 | 385 | 0.05% | 0.05% | 96 | +300 | 10.71% | Q1 2026 | Apr 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,045 | 379 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,656 | 330 | 0.0% | 0.0% | 98 | +5 | 0.19% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 2,570 | 319 | 0.19% | 0.18% | 99 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 2,557 | 318 | 0.0% | 0.0% | 100 | +12 | 0.47% | Q1 2026 | May 04, 2026 |
| INSIGHT 2811, INC. | History | Added to | 2,521 | 313 | 0.13% | 0.13% | 101 | +90 | 3.7% | Q1 2026 | May 07, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 2,517 | 313 | 0.11% | 0.11% | 102 | +12 | 0.48% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 2,434 | 302 | 0.0% | 0.0% | 103 | +111 | 4.78% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,432 | 302 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,400 | 298 | 0.0% | 0.0% | 105 | -1,900 | -44.19% | Q1 2026 | May 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,349 | 292 | 0.03% | 0.02% | 106 | +343 | 17.1% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | No change | 2,275 | 283 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,267 | 282 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,251 | 280 | 0.0% | 0.0% | 109 | -80 | -3.43% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | New | 2,230 | 277 | 0.01% | — | 111 | +2,230 | New | Q1 2026 | May 08, 2026 |
| EJMK Ventures LLC | History | Added to | 2,233 | 277 | 0.15% | 0.16% | 110 | +66 | 3.05% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,115 | 263 | 0.01% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,064 | 256 | 0.01% | 0.01% | 113 | +156 | 8.18% | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,854 | 253 | 0.01% | 0.01% | 114 | +2 | 0.11% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | New | 1,985 | 247 | 0.0% | — | 115 | +1,985 | New | Q1 2026 | Apr 27, 2026 |
| Bonfire Financial | History | Reduced | 1,959 | 243 | 0.18% | 0.18% | 116 | -14 | -0.71% | Q1 2026 | May 06, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 1,763 | 242 | 0.04% | 0.04% | 117 | -18 | -1.01% | Q1 2026 | May 08, 2026 |
| ENTREWEALTH, LLC | History | No change | 1,916 | 238 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,894 | 235 | 0.0% | 0.0% | 119 | +59 | 3.22% | Q1 2026 | May 01, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,888 | 234 | 0.17% | 0.19% | 120 | -194 | -9.32% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | No change | 1,800 | 224 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 1,770 | 220 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | New | 1,735 | 215 | 0.0% | — | 123 | +1,735 | New | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,725 | 214 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,712 | 213 | 0.0% | 0.0% | 125 | -21 | -1.21% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 1,690 | 210 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 1,649 | 205 | 0.01% | — | 127 | +1,649 | New | Q1 2026 | May 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 1,648 | 205 | 0.03% | — | 128 | +1,648 | New | Q1 2026 | May 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 1,646 | 204 | 0.05% | — | 129 | +1,646 | New | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 1,411 | 175 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,297 | 161 | 0.06% | 0.05% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 1,245 | 154 | 0.0% | 0.0% | 132 | -108 | -7.98% | Q1 2026 | May 15, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,151 | 143 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,094 | 136 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,088 | 135 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,065 | 132 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 986 | 122 | 0.0% | 0.0% | 137 | +26 | 2.71% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 977 | 121 | 0.0% | 0.0% | 138 | +275 | 39.17% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 921 | 114 | 0.0% | — | 139 | +921 | New | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 785 | 97 | 0.0% | 0.0% | 140 | +34 | 4.53% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 772 | 96 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 620 | 78 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 621 | 77 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 623 | 77 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 586 | 72 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Reduced | 443 | 55 | 0.0% | 0.0% | 146 | -10 | -2.21% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 428 | 53 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 415 | 51 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 359 | 44 | 0.0% | 0.0% | 149 | +85 | 31.02% | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | No change | 348 | 43 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 327 | 39 | 0.0% | 0.0% | 151 | +1 | 0.31% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 309 | 38 | 0.0% | 0.0% | 152 | -114 | -26.95% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 304 | 37 | 0.0% | 0.0% | 153 | +18 | 6.29% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 290 | 36 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Hurley Capital, LLC | History | No change | 284 | 35 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 260 | 32 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 215 | 26 | 0.0% | 0.0% | 158 | -50 | -18.87% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 207 | 26 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 205 | 25 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | No change | 200 | 24 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Scarborough Advisors, LLC | History | New | 187 | 23 | 0.0% | — | 161 | +187 | New | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 169 | 21 | 0.0% | 0.0% | 162 | -45 | -21.03% | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 171 | 21 | 0.0% | 0.0% | 163 | +1 | 0.59% | Q1 2026 | Apr 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 154 | 19 | 0.0% | 0.0% | 164 | +35 | 29.41% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 152 | 18 | 0.0% | — | 165 | +152 | New | Q1 2026 | Apr 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 138 | 17 | 0.01% | 0.01% | 166 | +1 | 0.73% | Q1 2026 | Apr 23, 2026 |
| True Link Financial Advisors, LLC | History | New | 129 | 16 | 0.0% | — | 167 | +129 | New | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 105 | 13 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,862 | 12 | 0.0% | 0.0% | 169 | -86 | -4.41% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | New | 82 | 10 | 0.01% | — | 172 | +82 | New | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 87 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 75 | 9 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 66 | 8 | 0.0% | 0.0% | 174 | +2 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 50 | 6 | 0.0% | 0.0% | 176 | -200 | -80.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 6 | 0.0% | — | 177 | +50 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 53 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 35 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NVWM, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | New | 18 | 2 | 0.0% | — | 180 | +18 | New | Q1 2026 | Apr 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,944 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,350 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,111 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Davis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,058 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,935 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Integrated Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,733 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Fragasso Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,721 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,586 | -100.0% | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,284 | -100.0% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -636 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -634 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 20, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 08, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 19, 2026 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glassman Wealth Services | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |