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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 222,727 | 34,170 | 0.0% | 0.0% | 1 | +7,141 | 3.31% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 222,272 | 34,100 | 0.01% | 0.01% | 2 | -2,747 | -1.22% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 170,087 | 26,094 | 0.01% | 0.01% | 3 | +5,658 | 3.44% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 122,394 | 18,777 | 0.0% | 0.0% | 4 | +4,115 | 3.48% | Q2 2026 | Aug 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 110,686 | 16,981 | 3.2% | 2.64% | 5 | +12,573 | 12.81% | Q2 2026 | Jul 23, 2026 |
| Legacies Wealth LLC | History | Added to | 100,694 | 15,448 | 8.46% | 7.55% | 6 | +5,116 | 5.35% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Added to | 90,168 | 13,833 | 0.01% | 0.01% | 7 | +4,899 | 5.75% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 80,275 | 12,315 | 0.06% | 0.05% | 8 | +2,169 | 2.78% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 77,527 | 11,894 | 0.01% | 0.01% | 9 | +11,606 | 17.61% | Q2 2026 | Aug 12, 2026 |
| St. Louis Trust Co | History | No change | 12,290 | 11,388 | 1.3% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | New | 60,595 | 9,296 | 0.14% | — | 11 | +60,595 | New | Q2 2026 | Aug 06, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 58,265 | 8,938 | 1.43% | 1.34% | 12 | -943 | -1.59% | Q2 2026 | Aug 12, 2026 |
| Code Waechter LLC | History | Added to | 57,143 | 8,766 | 4.53% | 4.06% | 13 | +2,236 | 4.07% | Q2 2026 | Jul 31, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 51,756 | 7,940 | 2.51% | 0.11% | 14 | +49,239 | 1956.26% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 51,076 | 7,836 | 0.0% | 0.0% | 15 | +5,398 | 11.82% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 50,000 | 7,671 | 0.0% | 0.0% | 16 | -754 | -1.49% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 49,852 | 7,648 | 0.09% | 0.09% | 17 | +2,069 | 4.33% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,651 | 6,543 | 0.0% | 0.0% | 18 | +145 | 0.34% | Q2 2026 | Aug 14, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 40,429 | 6,202 | 2.52% | 2.38% | 19 | -109 | -0.27% | Q2 2026 | Jul 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 40,081 | 6,149 | 0.05% | 0.04% | 20 | -1,074 | -2.61% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 33,778 | 5,182 | 0.05% | 0.05% | 21 | -803 | -2.32% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,396 | 5,123 | 0.0% | 0.0% | 22 | +1,427 | 4.46% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 33,194 | 5,110 | 0.0% | 0.0% | 23 | -6,961 | -17.34% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,531 | 4,874 | 0.01% | 0.01% | 24 | +2,392 | 7.94% | Q2 2026 | Jul 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 29,404 | 4,511 | 0.01% | 0.01% | 25 | +55 | 0.19% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 27,059 | 4,151 | 0.21% | 0.16% | 26 | +715 | 2.71% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Reduced | 25,138 | 3,856 | 0.0% | 0.0% | 27 | -1,235 | -4.68% | Q2 2026 | Aug 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 25,110 | 3,852 | 1.88% | 1.77% | 28 | +256 | 1.03% | Q2 2026 | Jul 29, 2026 |
| MidFirst Bank | History | Added to | 24,465 | 3,753 | 0.27% | 0.24% | 29 | +1,393 | 6.04% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,292 | 3,574 | 0.01% | 0.01% | 30 | +349 | 1.52% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 22,716 | 3,485 | 0.0% | 0.0% | 31 | +1,094 | 5.06% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 21,053 | 3,196 | 0.0% | 0.0% | 32 | -16 | -0.08% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,254 | 3,107 | 0.0% | 0.0% | 33 | -372 | -1.8% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,115 | 3,086 | 0.01% | 0.01% | 34 | -210 | -1.03% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,723 | 2,874 | 0.0% | 0.0% | 35 | +1,568 | 9.14% | Q2 2026 | Aug 14, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 17,158 | 2,632 | 0.63% | 0.54% | 36 | +1,122 | 7.0% | Q2 2026 | Jul 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 17,140 | 2,629 | 0.0% | 0.01% | 37 | -2,937 | -14.63% | Q2 2026 | Aug 14, 2026 |
| Veratis Advisors, Inc. | History | New | 17,027 | 2,612 | 1.85% | — | 38 | +17,027 | New | Q2 2026 | Aug 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 15,942 | 2,445 | 0.41% | 0.37% | 39 | -425 | -2.6% | Q2 2026 | Jul 31, 2026 |
| Strategic Blueprint, LLC | History | Added to | 15,046 | 2,308 | 0.12% | 0.09% | 40 | +2,575 | 20.65% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,449 | 2,216 | 0.01% | 0.01% | 41 | -572 | -3.81% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,265 | 2,188 | 0.01% | 0.01% | 42 | +554 | 4.04% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 13,406 | 2,056 | 0.04% | 0.02% | 43 | +8,884 | 196.46% | Q2 2026 | Aug 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 13,127 | 2,013 | 0.3% | 0.29% | 44 | -26 | -0.2% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,681 | 1,945 | 0.0% | 0.0% | 45 | +1,671 | 15.18% | Q2 2026 | Aug 07, 2026 |
| Diversified Enterprises, LLC | History | Added to | 12,226 | 1,875 | 0.09% | 0.07% | 46 | +1,488 | 13.86% | Q2 2026 | Jul 31, 2026 |
| Bank of New Hampshire | History | Reduced | 11,395 | 1,748 | 0.36% | 0.37% | 47 | -1,522 | -11.78% | Q2 2026 | Jul 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,231 | 1,723 | 0.01% | 0.01% | 48 | -249 | -2.17% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10,725 | 1,645 | 0.08% | 0.08% | 49 | -491 | -4.38% | Q2 2026 | Jul 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 10,583 | 1,623 | 0.11% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,564 | 1,620 | 0.02% | 0.01% | 51 | +3,589 | 51.46% | Q2 2026 | Aug 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 10,148 | 1,556 | 0.01% | 0.01% | 52 | -503 | -4.72% | Q2 2026 | Aug 14, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 9,207 | 1,412 | 1.26% | 1.06% | 54 | +413 | 4.7% | Q2 2026 | Jul 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,207 | 1,412 | 0.0% | 0.0% | 53 | +298 | 3.34% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 9,089 | 1,394 | 0.01% | 0.01% | 55 | -9,126 | -50.1% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,051 | 1,388 | 0.0% | 0.0% | 56 | -236 | -2.54% | Q2 2026 | Aug 19, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 8,435 | 1,294 | 0.76% | 3.78% | 57 | -42,385 | -83.4% | Q2 2026 | Jul 30, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 8,196 | 1,257 | 0.44% | 0.38% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 8,095 | 1,241 | 0.25% | 0.21% | 59 | -44 | -0.54% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 8,298 | 1,234 | 0.09% | 0.09% | 60 | +311 | 3.89% | Q2 2026 | Jul 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 7,958 | 1,220 | 0.16% | 0.16% | 61 | +155 | 1.99% | Q2 2026 | Jul 16, 2026 |
| Summit Asset Management, LLC | History | No change | 7,936 | 1,217 | 0.16% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vantus Wealth LLC | History | New | 7,808 | 1,197 | 0.64% | — | 63 | +7,808 | New | Q2 2026 | Aug 07, 2026 |
| Junk Investment Group, LLC | History | Added to | 7,635 | 1,171 | 0.52% | 0.5% | 64 | +6 | 0.08% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,621 | 1,169 | 0.08% | 0.08% | 65 | +577 | 8.19% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | Added to | 7,374 | 1,131 | 0.11% | 0.1% | 66 | +3 | 0.04% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,146 | 1,082 | 0.0% | 0.0% | 67 | +1,213 | 20.44% | Q2 2026 | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 6,856 | 1,051 | 0.23% | 0.22% | 68 | +5 | 0.07% | Q2 2026 | Aug 12, 2026 |
| Strategic Advocates LLC | History | Reduced | 6,483 | 994 | 3.85% | 3.58% | 69 | -32 | -0.49% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,360 | 975 | 0.01% | 0.01% | 70 | +110 | 1.76% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,860 | 899 | 0.01% | 0.01% | 71 | +191 | 3.37% | Q2 2026 | Jul 31, 2026 |
| VIAWEALTH, LLC | History | Reduced | 5,802 | 890 | 0.45% | 0.41% | 72 | -111 | -1.88% | Q2 2026 | Aug 11, 2026 |
| Naviter Wealth, LLC | History | No change | 5,778 | 886 | 0.08% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,277 | 809 | 0.0% | 0.0% | 74 | +3,292 | 165.84% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,086 | 780 | 0.01% | 0.01% | 75 | -696 | -12.04% | Q2 2026 | Jul 28, 2026 |
| SpringVest Wealth Management LLC | History | No change | 5,066 | 777 | 0.49% | 0.43% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | Reduced | 5,055 | 775 | 0.01% | 0.01% | 77 | -100 | -1.94% | Q2 2026 | Aug 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 4,789 | 734 | 0.07% | 0.06% | 78 | -179 | -3.6% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 4,704 | 721 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savant Capital, LLC | History | Added to | 5,126 | 712 | 0.0% | 0.0% | 80 | +2,569 | 100.47% | Q2 2026 | Aug 10, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,597 | 705 | 0.29% | 0.27% | 81 | +50 | 1.1% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,564 | 700 | 0.01% | 0.01% | 82 | -379 | -7.67% | Q2 2026 | Jul 17, 2026 |
| Cannell & Spears LLC | History | No change | 4,365 | 669 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,209 | 645 | 0.01% | 0.01% | 84 | +450 | 11.97% | Q2 2026 | Jul 15, 2026 |
| Vanguard National Trust Co | History | No change | 4,203 | 644 | 0.04% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livet Wealth, LLC | History | Added to | 3,911 | 599 | 0.35% | 0.31% | 86 | +7 | 0.18% | Q2 2026 | Jul 28, 2026 |
| Advisor Resource Council | History | New | 3,855 | 586 | 0.17% | — | 87 | +3,855 | New | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,763 | 577 | 0.02% | 0.04% | 88 | -2,614 | -40.99% | Q2 2026 | Aug 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,650 | 559 | 0.11% | 0.09% | 89 | +134 | 3.81% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 3,614 | 554 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | New | 3,500 | 536 | 0.35% | — | 92 | +3,500 | New | Q2 2026 | Jul 21, 2026 |
| Belvedere Trading LLC | History | Added to | 3,500 | 536 | 0.0% | 0.0% | 91 | +1,100 | 45.83% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,470 | 532 | 0.01% | 0.01% | 93 | +3 | 0.09% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 4,226 | 525 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 4,111 | 511 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,212 | 492 | 0.03% | 0.03% | 96 | +4 | 0.12% | Q2 2026 | Jul 08, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,185 | 488 | 0.08% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 3,170 | 486 | 0.01% | 0.01% | 98 | +3 | 0.09% | Q2 2026 | Aug 05, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 3,155 | 484 | 0.01% | 0.01% | 99 | +925 | 41.48% | Q2 2026 | Aug 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,045 | 467 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,895 | 444 | 0.0% | — | 101 | +2,895 | New | Q2 2026 | Aug 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,809 | 430 | 0.03% | 0.03% | 102 | +460 | 19.58% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | Added to | 2,802 | 429 | 0.0% | 0.0% | 103 | +146 | 5.5% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,616 | 401 | 0.01% | — | 104 | +2,616 | New | Q2 2026 | Jul 21, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 2,570 | 394 | 0.21% | 0.19% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,551 | 391 | 0.0% | 0.0% | 106 | +300 | 13.33% | Q2 2026 | Aug 14, 2026 |
| INSIGHT 2811, INC. | History | Added to | 2,535 | 388 | 0.15% | 0.13% | 107 | +14 | 0.56% | Q2 2026 | Aug 11, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 2,457 | 376 | 0.23% | — | 108 | +2,457 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 2,435 | 373 | 0.0% | 0.0% | 109 | +1 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,432 | 373 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | Added to | 2,395 | 367 | 0.0% | 0.0% | 111 | +120 | 5.27% | Q2 2026 | Aug 03, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,267 | 347 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 2,261 | 346 | 0.16% | — | 113 | +2,261 | New | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth LP | History | Added to | 2,145 | 329 | 0.0% | 0.0% | 114 | +410 | 23.63% | Q2 2026 | Aug 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,116 | 324 | 0.01% | 0.01% | 116 | +52 | 2.52% | Q2 2026 | Jul 06, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,115 | 324 | 0.02% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | New | 2,040 | 312 | 0.04% | — | 117 | +2,040 | New | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,026 | 310 | 0.0% | 0.0% | 118 | +76 | 3.9% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,000 | 306 | 0.0% | — | 119 | +2,000 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,000 | 306 | 0.01% | — | 120 | +2,000 | New | Q2 2026 | Aug 12, 2026 |
| Breakwater Capital Group | History | Reduced | 1,947 | 298 | 0.04% | 0.05% | 121 | -1,153 | -37.19% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,894 | 290 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 1,916 | 289 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,844 | 282 | 0.17% | 0.17% | 124 | -44 | -2.33% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 1,800 | 276 | 0.01% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,855 | 273 | 0.01% | 0.01% | 126 | +1 | 0.05% | Q2 2026 | Jul 29, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 1,770 | 271 | 0.02% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bonfire Financial | History | Reduced | 1,762 | 270 | 0.17% | 0.18% | 128 | -197 | -10.06% | Q2 2026 | Aug 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,725 | 264 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,715 | 263 | 0.0% | 0.0% | 130 | +3 | 0.18% | Q2 2026 | Aug 10, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 1,690 | 259 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,652 | 253 | 0.01% | 0.01% | 132 | +3 | 0.18% | Q2 2026 | Aug 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,648 | 252 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 1,665 | 248 | 0.04% | 0.04% | 134 | -98 | -5.56% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,616 | 247 | 0.0% | — | 136 | +1,616 | New | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,615 | 247 | 0.0% | 0.0% | 135 | +550 | 51.64% | Q2 2026 | Aug 11, 2026 |
| IFG Advisors, LLC | History | New | 1,586 | 243 | 0.03% | — | 138 | +1,586 | New | Q2 2026 | Jul 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,589 | 243 | 0.05% | 0.05% | 137 | -57 | -3.46% | Q2 2026 | Jul 09, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 1,568 | 240 | 0.09% | — | 139 | +1,568 | New | Q2 2026 | Jul 08, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | New | 1,503 | 230 | 0.02% | — | 140 | +1,503 | New | Q2 2026 | Aug 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | New | 1,485 | 227 | 0.12% | — | 141 | +1,485 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | New | 1,413 | 216 | 0.0% | — | 143 | +1,413 | New | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 1,411 | 216 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 1,400 | 214 | 0.03% | — | 144 | +1,400 | New | Q2 2026 | Aug 12, 2026 |
| Trail Ridge Investment Advisors, LLC | History | New | 1,391 | 213 | 0.09% | — | 145 | +1,391 | New | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,362 | 208 | 0.0% | — | 146 | +1,362 | New | Q2 2026 | Aug 05, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | New | 1,352 | 207 | 0.01% | — | 147 | +1,352 | New | Q2 2026 | Jul 23, 2026 |
| Certified Advisory Corp | History | New | 1,349 | 206 | 0.02% | — | 148 | +1,349 | New | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | Added to | 1,335 | 204 | 0.0% | 0.0% | 149 | +90 | 7.23% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,297 | 198 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | New | 1,250 | 191 | 0.0% | — | 151 | +1,250 | New | Q2 2026 | Aug 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,151 | 176 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,094 | 167 | 0.07% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,062 | 162 | 0.0% | 0.0% | 154 | -26 | -2.39% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | New | 1,020 | 156 | 0.0% | — | 155 | +1,020 | New | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 987 | 151 | 0.0% | 0.0% | 156 | +1 | 0.1% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 977 | 149 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 958 | 146 | 0.0% | 0.0% | 158 | +37 | 4.02% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 807 | 123 | 0.01% | — | 159 | +807 | New | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | No change | 785 | 120 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 769 | 117 | 0.05% | 0.05% | 161 | -3 | -0.39% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 621 | 95 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 623 | 95 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 586 | 89 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 601 | 87 | 0.01% | 0.01% | 165 | -19 | -3.06% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 474 | 72 | 0.0% | 0.0% | 166 | +115 | 32.03% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 415 | 63 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 392 | 60 | 0.0% | 0.0% | 168 | -36 | -8.41% | Q2 2026 | Aug 13, 2026 |
| First Pacific Financial | History | Added to | 349 | 53 | 0.01% | 0.01% | 169 | +1 | 0.29% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 327 | 49 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 310 | 47 | 0.0% | 0.0% | 171 | +1 | 0.32% | Q2 2026 | Aug 03, 2026 |
| Hurley Capital, LLC | History | No change | 284 | 43 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 265 | 40 | 0.0% | — | 173 | +265 | New | Q2 2026 | Aug 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 260 | 39 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Highland Investment Advisors LLC | History | New | 209 | 32 | 0.01% | — | 177 | +209 | New | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 207 | 32 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 215 | 32 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 205 | 31 | 0.0% | — | 180 | +205 | New | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 204 | 31 | 0.0% | — | 179 | +204 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 205 | 31 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Capital Management | History | No change | 200 | 30 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 171 | 26 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hilltop National Bank | History | Reduced | 140 | 21 | 0.0% | 0.01% | 183 | -150 | -51.72% | Q2 2026 | Jul 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 129 | 19 | 0.01% | 0.01% | 184 | -9 | -6.52% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 105 | 16 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 94 | 14 | 0.0% | 0.0% | 186 | -210 | -69.08% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 82 | 12 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 76 | 11 | 0.0% | 0.0% | 188 | -78 | -50.65% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 71 | 10 | 0.0% | 0.0% | 189 | -81 | -53.29% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 66 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 53 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NVWM, LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 31 | 4 | 0.0% | 0.0% | 194 | -138 | -81.66% | Q2 2026 | Aug 04, 2026 |
| HM PAYSON & CO | History | Reduced | 30 | 4 | 0.0% | 0.0% | 195 | -5 | -14.29% | Q2 2026 | Jul 17, 2026 |
| Glassman Wealth Services | History | No change | 8 | 1 | 0.0% | — | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Quent Capital, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ProVise Management Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -26,421 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,580 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,233 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -443 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q2 2026 | Jul 21, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CFG Wealth Management Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |