VANGUARD GROUP INC - VIOV
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 | No change | 373,690 | 43,845 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 298,893 | 35,069 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 296,032 | 34,733 | 0.86% | 0.86% | 3 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 267,584 | 31,395 | 2.1% | 2.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 265,300 | 29,363 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 201,768 | 23,673 | 0.2% | 0.2% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 152,700 | 17,916 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 152,404 | 17,881 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 151,021 | 17,719 | 0.26% | 0.26% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 148,533 | 17,427 | 0.57% | 0.57% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 146,677 | 17,209 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 145,840 | 17,111 | 1.95% | 1.95% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 138,497 | 16,249 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Day In July LLC | History | No change | 125,537 | 14,729 | 1.02% | 1.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avior Wealth Management, LLC | History | No change | 119,073 | 13,970 | 0.37% | 0.37% | 15 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 122,412 | 13,830 | 2.72% | 2.72% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 117,610 | 13,799 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 114,517 | 13,436 | 1.08% | 1.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 106,440 | 12,488 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 98,928 | 11,607 | 1.53% | 1.53% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 98,727 | 11,583 | 6.58% | 6.58% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96,608 | 11,339 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 91,918 | 10,784 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mokosak Advisory Group, LLC | History | No change | 91,679 | 10,757 | 2.33% | 2.33% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 87,995 | 10,324 | 4.07% | 4.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Bank & Trust | History | No change | 78,422 | 9,201 | 1.35% | 1.35% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 73,978 | 8,679 | 2.74% | 2.74% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 66,990 | 7,860 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 64,533 | 7,571 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 59,921 | 7,030 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 60,526 | 7,013 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 55,915 | 6,560 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prime Buchholz LLC | History | No change | 54,407 | 6,383 | 2.3% | 2.3% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 54,301 | 6,371 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 52,883 | 6,204 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MidFirst Bank | History | No change | 52,789 | 6,193 | 0.44% | 0.44% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hegarty Advisors, LLC | History | No change | 42,261 | 4,958 | 3.41% | 3.41% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 41,301 | 4,845 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,708 | 4,776 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG HOLDINGS, INC. | History | No change | 40,441 | 4,745 | 1.0% | 1.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 37,125 | 4,365 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 34,908 | 4,095 | 0.78% | 0.78% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 33,585 | 3,940 | 0.3% | 0.3% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 33,539 | 3,935 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAXON INTERESTS, INC. | History | No change | 32,545 | 3,818 | 1.05% | 1.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 31,030 | 3,640 | 0.3% | 0.3% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 29,941 | 3,512 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Code Waechter LLC | History | No change | 29,864 | 3,503 | 1.81% | 1.81% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Financial Group, LLC | History | No change | 29,187 | 3,424 | 1.08% | 1.08% | 49 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Red Door Wealth Management, LLC | History | No change | 27,992 | 3,284 | 0.3% | 0.3% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| St. Louis Trust Co | History | No change | 16,300 | 3,201 | 0.37% | 0.37% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 25,563 | 2,999 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,838 | 2,906 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 24,488 | 2,873 | 1.53% | 1.53% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 24,196 | 2,838 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 24,114 | 2,829 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,150 | 2,598 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 22,067 | 2,589 | 0.44% | 0.44% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | No change | 25,345 | 2,578 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 20,461 | 2,400 | 1.7% | 1.7% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 20,279 | 2,379 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 19,482 | 2,285 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 17,919 | 2,102 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 17,848 | 2,094 | 0.95% | 0.95% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evensky & Katz LLC | History | No change | 17,424 | 2,044 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 16,864 | 1,978 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 16,861 | 1,978 | 0.4% | 0.4% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Composition Wealth, LLC | History | No change | 16,225 | 1,903 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | No change | 15,479 | 1,816 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wellington Grp LLC | History | No change | 12,846 | 1,507 | 0.4% | 0.4% | 70 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Naviter Wealth, LLC | History | No change | 12,814 | 1,503 | 0.14% | 0.14% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 12,791 | 1,500 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,635 | 1,482 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Strategies Group, Inc. | History | No change | 12,562 | 1,480 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 12,592 | 1,477 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Architects, LLC | History | No change | 12,070 | 1,416 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rodgers & Associates, LTD | History | No change | 11,293 | 1,325 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,119 | 1,304 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 11,069 | 1,298 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 11,024 | 1,293 | 0.53% | 0.53% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Junk Investment Group, LLC | History | No change | 10,675 | 1,252 | 0.55% | 0.55% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 10,533 | 1,235 | 0.38% | 0.38% | 82 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Betterment LLC | History | No change | 10,193 | 1,196 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banco BTG Pactual S.A. | History | No change | 10,159 | 1,191 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 10,112 | 1,186 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 10,056 | 1,180 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 9,374 | 1,099 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 9,265 | 1,087 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,250 | 1,085 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 8,666 | 1,016 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 8,288 | 972 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 8,171 | 958 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,183 | 958 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,883 | 924 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 7,483 | 877 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,458 | 875 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 7,078 | 830 | 0.53% | 0.53% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,064 | 828 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 7,042 | 826 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stokes Family Office, LLC | History | No change | 7,009 | 822 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hardin Capital Partners, LLC | History | No change | 6,652 | 781 | 0.36% | 0.36% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 6,593 | 773 | 0.28% | 0.28% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 6,577 | 771 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,452 | 756 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 6,434 | 754 | 0.24% | 0.24% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 6,377 | 748 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,952 | 698 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,839 | 685 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,816 | 682 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 5,814 | 682 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,776 | 677 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,706 | 669 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 5,679 | 666 | 0.25% | 0.25% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 5,636 | 661 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 5,596 | 656 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 5,020 | 589 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,152 | 566 | 0.0% | 0.0% | 117 | +9 | 0.17% | Q3 2026 | Oct 08, 2026 |
| Integrated Capital Management, LLC | History | No change | 4,818 | 565 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisor Resource Council | History | No change | 4,797 | 557 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,548 | 533 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,520 | 530 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 4,438 | 520 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,408 | 517 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,329 | 507 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sierra Capital LLC | History | No change | 4,260 | 499 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 4,261 | 499 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 4,118 | 483 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 4,122 | 483 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 3,986 | 467 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 3,883 | 455 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone Summit Wealth LLC | History | No change | 3,673 | 430 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TruNorth Capital Management, LLC | History | No change | 3,414 | 400 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Briggs Wealth Management, Inc | History | No change | 3,326 | 390 | 0.36% | 0.36% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 3,514 | 386 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BHK Investment Advisors, LLC | History | No change | 3,200 | 375 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSIGHT 2811, INC. | History | No change | 3,176 | 372 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,139 | 368 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carrera Capital Advisors | History | No change | 3,130 | 367 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apella Capital, LLC | History | Added to | 3,225 | 357 | 0.0% | 0.0% | 139 | +835 | 34.94% | Q3 2026 | Oct 08, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 3,030 | 355 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,999 | 351 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,977 | 349 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 2,967 | 348 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,914 | 341 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,754 | 323 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,550 | 299 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,441 | 286 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GWN SECURITIES INC. | History | No change | 2,369 | 277 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,288 | 268 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 2,280 | 267 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,277 | 267 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,252 | 264 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 2,195 | 257 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Altrius Capital Management Inc | History | No change | 2,185 | 256 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | No change | 821 | 252 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Genesis Financial Group, LLC | History | No change | 2,140 | 251 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 2,127 | 249 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Arax Advisory Partners | History | No change | 2,120 | 248 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saxony Capital Management, LLC | History | No change | 2,082 | 244 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOWERY THOMAS, LLC | History | No change | 2,040 | 239 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 1,995 | 234 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,000 | 234 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | No change | 2,000 | 234 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,992 | 233 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 1,912 | 224 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisors, LLC | History | No change | 1,891 | 221 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 1,881 | 220 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,870 | 219 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,870 | 219 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 1,843 | 213 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,786 | 209 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,762 | 206 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 1,761 | 206 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 1,746 | 204 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 1,738 | 203 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Passive Capital Management, LLC. | History | No change | 2,058 | 201 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspect Partners, LLC | History | No change | 1,600 | 187 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,516 | 177 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,248 | 146 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 1,216 | 142 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,202 | 141 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,158 | 135 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,066 | 125 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,068 | 125 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 810 | 95 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 807 | 94 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 840 | 92 | 0.04% | 0.05% | 187 | -51 | -5.72% | Q3 2026 | Oct 01, 2026 |
| Hurley Capital, LLC | History | No change | 734 | 86 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 693 | 81 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 519 | 60 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 495 | 58 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 360 | 42 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 348 | 40 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 343 | 40 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 349 | 40 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 340 | 39 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 326 | 38 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 324 | 35 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 294 | 34 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Highland Investment Advisors LLC | History | No change | 265 | 31 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 246 | 28 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 237 | 27 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 216 | 25 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 201 | 23 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Markowski Investments | History | No change | 180 | 21 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 166 | 19 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 136 | 15 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 114 | 13 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 90 | 10 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 82 | 9 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 79 | 9 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 80 | 9 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 58 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 53 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Richardson Capital Management LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concord Wealth Partners | History | No change | 14 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFFINITY WEALTH LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |