VANGUARD GROUP INC - VIOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | Reduced | 350,706 | 34,285 | 0.0% | 0.0% | 1 | -374 | -0.11% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 311,630 | 30,464 | 0.88% | 0.97% | 2 | -21,664 | -6.5% | Q4 2025 | Jan 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 309,473 | 30,254 | 2.24% | 2.61% | 3 | +3,118 | 1.02% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 300,814 | 29,407 | 0.0% | 0.0% | 4 | -3,250 | -1.07% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | New | 246,738 | 24,121 | 0.14% | — | 5 | +246,738 | New | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 178,768 | 17,476 | 0.2% | — | 6 | +178,768 | New | Q4 2025 | Jan 29, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 171,421 | 16,758 | 0.54% | 0.6% | 7 | -458 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 168,771 | 16,499 | 0.19% | 0.18% | 8 | -471 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 149,915 | 14,655 | 2.04% | 2.08% | 9 | -2,639 | -1.73% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 147,364 | 14,406 | 0.1% | 0.07% | 10 | +40,921 | 38.44% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 146,347 | 14,306 | 0.23% | — | 11 | +146,347 | New | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Reduced | 137,380 | 13,430 | 1.1% | 1.27% | 12 | -19,732 | -12.56% | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 136,301 | 13,324 | 0.0% | 0.0% | 13 | +1,625 | 1.21% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 128,684 | 12,580 | 0.0% | 0.0% | 14 | -837 | -0.65% | Q4 2025 | Feb 11, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 126,053 | 12,322 | 2.42% | 2.01% | 15 | +1,559 | 1.25% | Q4 2025 | Mar 03, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 120,440 | 11,774 | 1.21% | 1.28% | 16 | -4,731 | -3.78% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 120,055 | 11,736 | 0.03% | 0.03% | 17 | +14 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 115,252 | 11,267 | 0.35% | 0.32% | 18 | +10,982 | 10.53% | Q4 2025 | Jan 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 114,827 | 11,230 | 0.02% | 0.02% | 19 | -16,589 | -12.62% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 101,546 | 10,328 | 0.01% | 0.01% | 20 | +6,332 | 6.65% | Q4 2025 | Jan 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 101,526 | 9,925 | 1.61% | 1.66% | 21 | -2,383 | -2.29% | Q4 2025 | Jan 07, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 97,791 | 9,560 | 5.79% | 5.64% | 22 | +1,175 | 1.22% | Q4 2025 | Jan 23, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 94,834 | 9,271 | 2.33% | 2.28% | 23 | +3,385 | 3.7% | Q4 2025 | Feb 03, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 88,971 | 8,697 | 3.93% | 3.85% | 24 | -384 | -0.43% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 80,567 | 7,876 | 0.02% | 0.02% | 25 | +301 | 0.38% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 79,793 | 7,800 | 0.0% | 0.0% | 26 | -2,129 | -2.6% | Q4 2025 | Feb 10, 2026 |
| First Bank & Trust | History | No change | 78,422 | 7,666 | 1.25% | 1.26% | 27 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 75,969 | 7,427 | 0.02% | 0.02% | 28 | -6,857 | -8.28% | Q4 2025 | Jan 26, 2026 |
| Code Waechter LLC | History | Added to | 73,665 | 7,201 | 4.62% | 4.49% | 29 | +1,007 | 1.39% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 72,483 | 7,086 | 0.03% | — | 30 | +72,483 | New | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 63,526 | 6,210 | 0.0% | 0.0% | 31 | -64,476 | -50.37% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 60,525 | 5,916 | 0.0% | 0.01% | 32 | -173,627 | -74.15% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 58,541 | 5,722 | 0.0% | 0.0% | 33 | -771 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 55,284 | 5,404 | 0.12% | 0.12% | 34 | -1,604 | -2.82% | Q4 2025 | Feb 02, 2026 |
| MidFirst Bank | History | New | 45,726 | 4,470 | 0.36% | — | 35 | +45,726 | New | Q4 2025 | Feb 25, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 43,313 | 4,234 | 0.03% | 0.02% | 36 | +2,972 | 7.37% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 42,172 | 4,122 | 0.07% | 0.08% | 37 | +1,791 | 4.44% | Q4 2025 | Mar 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 41,401 | 4,047 | 0.09% | 0.09% | 38 | +497 | 1.22% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 40,995 | 4,007 | 0.07% | 0.08% | 39 | +1,169 | 2.94% | Q4 2025 | Feb 06, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 39,975 | 3,945 | 1.37% | 1.65% | 40 | -13,770 | -25.62% | Q4 2025 | Jan 09, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 39,758 | 3,886 | 0.97% | 1.08% | 41 | -4,272 | -9.7% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 37,750 | 3,690 | 0.0% | 0.0% | 42 | -483 | -1.26% | Q4 2025 | Feb 17, 2026 |
| Hegarty Advisors, LLC | History | New | 36,668 | 3,585 | 3.11% | — | 43 | +36,668 | New | Q4 2025 | Jan 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 33,973 | 3,321 | 0.28% | 0.28% | 44 | -77 | -0.23% | Q4 2025 | Feb 03, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 32,922 | 3,218 | 1.13% | 1.21% | 45 | +231 | 0.71% | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 31,822 | 3,110 | 0.69% | 0.59% | 46 | +6,249 | 24.44% | Q4 2025 | Jan 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 30,488 | 2,980 | 0.09% | 0.09% | 47 | +7 | 0.02% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,595 | 2,893 | 0.0% | — | 48 | +29,595 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 29,054 | 2,840 | 0.02% | 0.02% | 49 | +3,182 | 12.3% | Q4 2025 | Feb 12, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 27,922 | 2,729 | 0.28% | 0.28% | 50 | +117 | 0.42% | Q4 2025 | Jan 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,329 | 2,573 | 0.0% | 0.0% | 51 | -467 | -1.74% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 25,311 | 2,474 | 0.01% | — | 52 | +25,311 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 24,814 | 2,425 | 0.0% | 0.0% | 53 | -3,174 | -11.34% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,773 | 2,421 | 0.0% | 0.0% | 54 | +135 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 24,665 | 2,411 | 1.48% | 1.42% | 55 | +1,354 | 5.81% | Q4 2025 | Jan 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 24,434 | 2,388 | 0.32% | — | 56 | +24,434 | New | Q4 2025 | Feb 04, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 23,587 | 2,305 | 0.42% | 0.43% | 57 | -603 | -2.49% | Q4 2025 | Feb 09, 2026 |
| Veratis Advisors, Inc. | History | New | 20,753 | 2,222 | 1.76% | — | 58 | +20,753 | New | Q4 2025 | Feb 18, 2026 |
| Evensky & Katz LLC | History | Reduced | 20,409 | 1,995 | 0.11% | 0.13% | 59 | -2,355 | -10.35% | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 20,001 | 1,955 | 0.0% | 0.0% | 60 | +315 | 1.6% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 19,047 | 1,861 | 0.06% | 0.06% | 61 | +807 | 4.42% | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 18,014 | 1,761 | 0.0% | 0.0% | 62 | -1,177 | -6.13% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 17,931 | 1,752 | 0.0% | 0.0% | 63 | +14,618 | 441.23% | Q4 2025 | Feb 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 17,848 | 1,744 | 0.87% | 1.02% | 64 | -3,560 | -16.63% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,249 | 1,686 | 0.0% | 0.0% | 65 | -2,812 | -14.02% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | No change | 16,300 | 1,593 | 0.18% | 0.19% | 66 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Composition Wealth, LLC | History | No change | 16,225 | 1,586 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,997 | 1,563 | 0.01% | 0.01% | 68 | -3,009 | -15.83% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 15,941 | 1,558 | 0.0% | — | 69 | +15,941 | New | Q4 2025 | Feb 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 15,878 | 1,552 | 0.31% | 0.35% | 70 | -1,890 | -10.64% | Q4 2025 | Feb 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 15,570 | 1,522 | 0.37% | 0.4% | 71 | -347 | -2.18% | Q4 2025 | Feb 02, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 13,525 | 1,375 | 0.25% | 0.25% | 72 | -180 | -1.31% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,085 | 1,279 | 0.0% | 0.0% | 73 | -578 | -4.23% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,928 | 1,263 | 0.0% | 0.0% | 74 | -629 | -4.64% | Q4 2025 | Feb 13, 2026 |
| Naviter Wealth, LLC | History | No change | 12,814 | 1,252 | 0.16% | 0.14% | 75 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Architects, LLC | History | No change | 12,070 | 1,179 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | No change | 12,070 | 1,179 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,728 | 1,146 | 0.07% | 0.07% | 78 | -1 | -0.01% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,721 | 1,145 | 0.01% | 0.02% | 79 | -10,908 | -48.2% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,073 | 1,082 | 0.0% | 0.0% | 80 | +799 | 7.78% | Q4 2025 | Feb 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 11,044 | 1,079 | 0.52% | 0.53% | 81 | -460 | -4.0% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,672 | 1,043 | 0.0% | 0.0% | 82 | +1,106 | 11.56% | Q4 2025 | Feb 17, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 10,553 | 1,031 | 0.37% | 0.37% | 83 | +42 | 0.4% | Q4 2025 | Jan 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,519 | 1,028 | 0.01% | 0.01% | 84 | +1,853 | 21.38% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | Added to | 9,762 | 954 | 0.0% | 0.0% | 85 | +650 | 7.13% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,365 | 916 | 0.0% | 0.0% | 86 | +735 | 8.52% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 8,811 | 861 | 0.01% | 0.02% | 87 | -239 | -2.64% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 8,807 | 860 | 0.0% | 0.0% | 88 | +1,252 | 16.57% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,617 | 842 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | New | 8,420 | 823 | 0.01% | — | 90 | +8,420 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 8,288 | 810 | 0.0% | 0.0% | 91 | +397 | 5.03% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 8,259 | 807 | 0.0% | — | 92 | +8,259 | New | Q4 2025 | Mar 09, 2026 |
| BAILARD, INC. | History | No change | 8,171 | 798 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,794 | 761 | 0.01% | 0.01% | 94 | +24 | 0.31% | Q4 2025 | Jan 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 7,557 | 738 | 0.07% | 0.08% | 95 | -311 | -3.95% | Q4 2025 | Jan 20, 2026 |
| Stokes Family Office, LLC | History | Added to | 7,328 | 716 | 0.07% | 0.05% | 96 | +1,478 | 25.26% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,109 | 694 | 0.05% | 0.04% | 97 | +315 | 4.64% | Q4 2025 | Jan 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 6,523 | 637 | 0.27% | 0.32% | 99 | -1,535 | -19.05% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,520 | 637 | 0.0% | 0.0% | 98 | +578 | 9.73% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | No change | 6,377 | 623 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Integrated Capital Management, LLC | History | Added to | 6,215 | 607 | 0.26% | 0.26% | 101 | +33 | 0.53% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,150 | 601 | 0.01% | 0.01% | 102 | -372 | -5.7% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | New | 6,124 | 598 | 0.01% | — | 103 | +6,124 | New | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 5,816 | 568 | 0.01% | 0.01% | 104 | -127 | -2.14% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,787 | 565 | 0.0% | 0.0% | 105 | -258 | -4.27% | Q4 2025 | Feb 06, 2026 |
| Sierra Capital LLC | History | Added to | 5,623 | 550 | 0.06% | 0.06% | 106 | +12 | 0.21% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 5,612 | 548 | 0.0% | 0.0% | 107 | -1,234 | -18.03% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 5,175 | 505 | 0.0% | 0.0% | 108 | -605 | -10.47% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,686 | 458 | 0.0% | 0.0% | 109 | -40 | -0.85% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,488 | 439 | 0.0% | 0.0% | 110 | -138 | -2.98% | Q4 2025 | Jan 05, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 4,438 | 433 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 4,407 | 430 | 0.01% | 0.01% | 112 | -53 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,347 | 424 | 0.0% | 0.0% | 113 | +182 | 4.37% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 4,301 | 420 | 0.0% | 0.0% | 114 | -1,448 | -25.19% | Q4 2025 | Jan 29, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 4,261 | 416 | 0.04% | 0.04% | 115 | -22 | -0.51% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Reduced | 4,223 | 412 | 0.01% | 0.01% | 116 | -10 | -0.24% | Q4 2025 | Jan 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 4,089 | 399 | 0.03% | 0.03% | 117 | +22 | 0.54% | Q4 2025 | Feb 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 3,969 | 387 | 0.04% | 0.04% | 118 | +16 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,906 | 381 | 0.02% | 0.02% | 119 | -232 | -5.61% | Q4 2025 | Jan 30, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 3,783 | 369 | 0.17% | 0.16% | 120 | +710 | 23.1% | Q4 2025 | Jan 09, 2026 |
| Triad Wealth Partners, LLC | History | New | 3,713 | 362 | 0.03% | — | 121 | +3,713 | New | Q4 2025 | Jan 22, 2026 |
| Stone Summit Wealth LLC | History | No change | 3,692 | 360 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 3,414 | 333 | 0.06% | 0.07% | 123 | -165 | -4.61% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,377 | 330 | 0.0% | 0.0% | 124 | +188 | 5.9% | Q4 2025 | Feb 17, 2026 |
| BHK Investment Advisors, LLC | History | No change | 3,200 | 312 | 0.1% | 0.11% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 3,130 | 305 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 3,067 | 299 | 0.13% | 0.13% | 127 | +57 | 1.89% | Q4 2025 | Feb 03, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,990 | 292 | 0.02% | 0.02% | 128 | +20 | 0.67% | Q4 2025 | Feb 18, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 2,977 | 291 | 0.1% | 0.1% | 129 | -129 | -4.15% | Q4 2025 | Jan 28, 2026 |
| OneAscent Financial Services LLC | History | New | 2,947 | 288 | 0.03% | — | 130 | +2,947 | New | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 2,913 | 284 | 0.02% | 0.02% | 132 | +19 | 0.66% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,914 | 284 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Snider Financial Group | History | Reduced | 2,689 | 262 | 0.07% | 0.1% | 133 | -1,308 | -32.72% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,673 | 261 | 0.01% | 0.01% | 134 | -246 | -8.43% | Q4 2025 | Feb 05, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,602 | 254 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Virtu Financial LLC | History | Reduced | 2,530 | 247 | 0.01% | 0.05% | 136 | -7,071 | -73.65% | Q4 2025 | Feb 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 2,485 | 242 | 0.02% | 0.02% | 137 | -62 | -2.43% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 2,456 | 240 | 0.01% | — | 138 | +2,456 | New | Q4 2025 | Feb 13, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,359 | 230 | 0.1% | 0.12% | 139 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GWN SECURITIES INC. | History | Reduced | 2,350 | 229 | 0.05% | 0.06% | 140 | -262 | -10.03% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Reduced | 2,322 | 226 | 0.01% | 0.01% | 141 | -211 | -8.33% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,317 | 226 | 0.01% | 0.01% | 142 | +177 | 8.27% | Q4 2025 | Feb 09, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2,297 | 224 | 0.15% | 0.16% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 2,284 | 223 | 0.0% | — | 144 | +2,284 | New | Q4 2025 | Feb 05, 2026 |
| Saxony Capital Management, LLC | History | No change | 2,273 | 222 | 0.14% | 0.14% | 145 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,239 | 218 | 0.02% | 0.04% | 146 | -1,032 | -31.55% | Q4 2025 | Feb 18, 2026 |
| Breakwater Capital Group | History | New | 2,134 | 208 | 0.03% | — | 147 | +2,134 | New | Q4 2025 | Jan 09, 2026 |
| Genesis Financial Group, LLC | History | New | 2,125 | 207 | 0.12% | — | 148 | +2,125 | New | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,102 | 205 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Passive Capital Management, LLC. | History | New | 2,058 | 201 | 0.06% | — | 150 | +2,058 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,861 | 181 | 0.0% | 0.0% | 151 | +6 | 0.32% | Q4 2025 | Mar 16, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,762 | 172 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,613 | 158 | 0.01% | 0.01% | 153 | -134 | -7.67% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | No change | 1,600 | 156 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,518 | 148 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Financial Freedom, LLC | History | Added to | 1,463 | 143 | 0.07% | 0.07% | 156 | +6 | 0.41% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,448 | 141 | 0.0% | — | 157 | +1,448 | New | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,344 | 131 | 0.02% | 0.02% | 158 | +8 | 0.6% | Q4 2025 | Jan 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,285 | 125 | 0.02% | 0.01% | 159 | +858 | 200.94% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,206 | 117 | 0.06% | 0.1% | 160 | -1,479 | -55.08% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,180 | 115 | 0.11% | — | 161 | +1,180 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,068 | 104 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,016 | 99 | 0.01% | 0.0% | 163 | +720 | 243.24% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 981 | 95 | 0.0% | — | 164 | +981 | New | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | No change | 931 | 91 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | New | 807 | 78 | 0.02% | — | 166 | +807 | New | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 746 | 74 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hurley Capital, LLC | History | No change | 734 | 71 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 628 | 61 | 0.0% | 0.0% | 169 | +486 | 342.25% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | New | 619 | 60 | 0.02% | — | 170 | +619 | New | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 584 | 57 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 580 | 56 | 0.0% | 0.0% | 172 | -1 | -0.17% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 495 | 48 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 438 | 42 | 0.0% | 0.0% | 174 | -324 | -42.52% | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 436 | 42 | 0.02% | 0.01% | 175 | +108 | 32.93% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | No change | 369 | 36 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 348 | 34 | 0.03% | — | 178 | +348 | New | Q4 2025 | Feb 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 348 | 34 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 343 | 33 | 0.0% | — | 180 | +343 | New | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 345 | 33 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 324 | 31 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 246 | 24 | 0.0% | — | 182 | +246 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 235 | 23 | 0.02% | 0.02% | 183 | +1 | 0.43% | Q4 2025 | Jan 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 216 | 21 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 208 | 20 | 0.0% | 0.0% | 185 | +1 | 0.48% | Q4 2025 | Jan 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 186 | 18 | 0.0% | — | 187 | +186 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 181 | 17 | 0.0% | 0.0% | 189 | +10 | 5.85% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 174 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 141 | 13 | 0.0% | 0.0% | 191 | +1 | 0.71% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 136 | 13 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | New | 120 | 11 | 0.0% | — | 194 | +120 | New | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | New | 118 | 11 | 0.0% | — | 192 | +118 | New | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 114 | 11 | 0.0% | — | 193 | +114 | New | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 82 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 90 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 80 | 7 | 0.0% | — | 198 | +80 | New | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | New | 77 | 7 | 0.0% | — | 197 | +77 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 78 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caldwell Trust Co | History | No change | 80 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 66 | 6 | 0.0% | — | 201 | +66 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 53 | 5 | 0.0% | 0.0% | 202 | +1 | 1.92% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 25 | 2 | 0.0% | — | 204 | +25 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 24 | 2 | 0.0% | — | 206 | +24 | New | Q4 2025 | Feb 03, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Richardson Capital Management LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -78,531 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,618 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,182 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,097 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,353 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -787 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Atlantic Union Bankshares Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |