VANGUARD MALVERN FUNDS - VPLS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,987,606 | 154,189 | 0.01% | 0.01% | 1 | +362,843 | 22.33% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 704,775 | 54,673 | 0.01% | 0.01% | 2 | +60,928 | 9.46% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 582,358 | 45,179 | 0.08% | 0.03% | 3 | +405,717 | 229.68% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 547,880 | 42,503 | 0.01% | 0.0% | 4 | +457,244 | 504.48% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | New | 507,861 | 39,397 | 1.3% | — | 5 | +507,861 | New | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 422,448 | 32,771 | 0.04% | 0.04% | 6 | +54,883 | 14.93% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 366,127 | 28,402 | 0.31% | 0.25% | 7 | +117,020 | 46.98% | Q2 2026 | Aug 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 305,536 | 23,702 | 3.32% | 2.72% | 8 | +85,194 | 38.66% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 301,707 | 23,282 | 2.27% | 2.97% | 9 | -41,399 | -12.07% | Q2 2026 | Jul 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 298,699 | 23,171 | 0.01% | 0.0% | 10 | +131,349 | 78.49% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 292,988 | 22,728 | 11.93% | 11.0% | 11 | +20,092 | 7.36% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 239,483 | 18,628 | 0.01% | 0.01% | 12 | +79,738 | 49.92% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 234,711 | 18,207 | 0.02% | 0.02% | 13 | +65,811 | 38.96% | Q2 2026 | Aug 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 232,499 | 18,036 | 1.31% | 1.23% | 14 | +39,141 | 20.24% | Q2 2026 | Aug 04, 2026 |
| WNY Asset Management, LLC | History | Reduced | 219,860 | 17,055 | 1.52% | 2.94% | 15 | -146,703 | -40.02% | Q2 2026 | Aug 17, 2026 |
| Balance Wealth Partners LLC | History | Added to | 206,733 | 16,037 | 4.27% | 4.57% | 16 | +17,160 | 9.05% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 170,399 | 13,218 | 0.02% | 0.02% | 17 | +20,883 | 13.97% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 165,370 | 12,828 | 0.47% | 0.48% | 18 | +15,148 | 10.08% | Q2 2026 | Jul 21, 2026 |
| ALPS ADVISORS INC | History | New | 159,805 | 12,397 | 0.06% | — | 19 | +159,805 | New | Q2 2026 | Jul 29, 2026 |
| NavPoint Financial, Inc. | History | Added to | 151,332 | 11,739 | 4.35% | 4.15% | 20 | +19,099 | 14.44% | Q2 2026 | Jul 23, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 141,904 | 11,008 | 3.62% | 3.04% | 21 | +37,412 | 35.8% | Q2 2026 | Aug 13, 2026 |
| Lakewood Asset Management LLC | History | Added to | 141,422 | 10,970 | 6.02% | 4.37% | 22 | +53,332 | 60.54% | Q2 2026 | Aug 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 140,655 | 10,911 | 1.39% | 1.44% | 23 | +6,737 | 5.03% | Q2 2026 | Aug 10, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 127,432 | 9,885 | 4.14% | 3.97% | 24 | +20,157 | 18.79% | Q2 2026 | Jul 31, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 125,340 | 9,723 | 0.97% | 0.76% | 25 | +38,912 | 45.02% | Q2 2026 | Jul 07, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 121,511 | 9,426 | 2.26% | 2.41% | 26 | +5,477 | 4.72% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 117,526 | 9,117 | 0.36% | 0.29% | 27 | +34,801 | 42.07% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 112,939 | 8,761 | 0.57% | 0.55% | 28 | +15,785 | 16.25% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,006 | 8,614 | 0.01% | 0.01% | 29 | +35,088 | 45.62% | Q2 2026 | Jul 15, 2026 |
| Harbor Group, Inc. | History | Added to | 103,659 | 8,041 | 0.94% | 0.94% | 30 | +19,343 | 22.94% | Q2 2026 | Jul 22, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 93,216 | 7,231 | 0.89% | 1.01% | 31 | -425 | -0.45% | Q2 2026 | Aug 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 93,051 | 7,218 | 0.44% | 0.39% | 32 | -235 | -0.25% | Q2 2026 | Aug 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 92,412 | 7,168 | 3.43% | 3.71% | 33 | +3,956 | 4.47% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 90,080 | 6,988 | 0.44% | 0.29% | 34 | +35,988 | 66.53% | Q2 2026 | Jul 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 88,830 | 6,891 | 0.2% | 0.21% | 35 | +2,694 | 3.13% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 88,372 | 6,845 | 0.04% | 0.04% | 36 | +4,965 | 5.95% | Q2 2026 | Aug 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 87,197 | 6,764 | 2.28% | 2.52% | 37 | +4,977 | 6.05% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 86,734 | 6,728 | 0.37% | 0.39% | 38 | +4,371 | 5.31% | Q2 2026 | Jul 28, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 81,997 | 6,361 | 2.35% | 2.49% | 39 | +275 | 0.34% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71,521 | 5,548 | 0.04% | 0.04% | 40 | +14,487 | 25.4% | Q2 2026 | Jul 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 70,369 | 5,458 | 0.33% | 0.36% | 41 | +7,763 | 12.4% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 65,232 | 5,060 | 0.01% | 0.01% | 42 | -576 | -0.88% | Q2 2026 | Aug 05, 2026 |
| Investment Advisory Group, LLC | History | Added to | 60,243 | 4,673 | 1.01% | 0.93% | 43 | +13,086 | 27.75% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 59,792 | 4,638 | 0.07% | — | 44 | +59,792 | New | Q2 2026 | Aug 14, 2026 |
| Entruity Wealth, LLC | History | New | 59,771 | 4,636 | 3.0% | — | 45 | +59,771 | New | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 58,655 | 4,550 | 0.02% | 0.02% | 46 | +9,470 | 19.25% | Q2 2026 | Aug 18, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 56,168 | 4,357 | 0.57% | 0.62% | 47 | +4,568 | 8.85% | Q2 2026 | Aug 11, 2026 |
| Red Mountain Financial, LLC | History | Added to | 55,952 | 4,340 | 3.64% | 3.4% | 48 | +9,469 | 20.37% | Q2 2026 | Jul 21, 2026 |
| CFO4Life Group, LLC | History | Reduced | 54,803 | 4,251 | 0.57% | 0.65% | 49 | -256 | -0.46% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 49,818 | 3,864 | 0.03% | 0.03% | 50 | +11,968 | 31.62% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 49,818 | 3,864 | 1.79% | 1.51% | 51 | +11,968 | 31.62% | Q2 2026 | Jul 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 47,209 | 3,662 | 0.6% | 0.7% | 52 | +599 | 1.29% | Q2 2026 | Aug 05, 2026 |
| Kaizen Financial Strategies | History | Added to | 47,021 | 3,628 | 1.18% | 1.17% | 53 | +11,354 | 31.83% | Q2 2026 | Jul 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 45,103 | 3,498 | 0.57% | 0.51% | 54 | +10,050 | 28.67% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 38,694 | 3,001 | 0.0% | 0.0% | 55 | +2,314 | 6.36% | Q2 2026 | Aug 14, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 35,188 | 2,729 | 1.44% | 1.13% | 56 | +11,423 | 48.07% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 34,123 | 2,647 | 0.05% | 0.05% | 57 | +510 | 1.52% | Q2 2026 | Jul 20, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 33,652 | 2,610 | 0.79% | 0.92% | 58 | -301 | -0.89% | Q2 2026 | Jul 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 32,385 | 2,512 | 0.8% | 0.75% | 59 | +6,019 | 22.83% | Q2 2026 | Jul 31, 2026 |
| Quadrature Capital Ltd | History | New | 31,504 | 2,443 | 0.02% | — | 60 | +31,504 | New | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | New | 30,998 | 2,404 | 0.02% | — | 61 | +30,998 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 30,339 | 2,353 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 29,121 | 2,259 | 0.16% | 0.19% | 63 | +1,250 | 4.48% | Q2 2026 | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | History | New | 28,317 | 2,196 | 0.75% | — | 64 | +28,317 | New | Q2 2026 | Jul 07, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 28,267 | 2,192 | 1.37% | 1.58% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | New | 27,664 | 2,146 | 0.05% | — | 67 | +27,664 | New | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | Reduced | 27,666 | 2,146 | 0.39% | 0.49% | 66 | -3,635 | -11.61% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,712 | 2,072 | 0.0% | 0.0% | 68 | +1,381 | 5.45% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,071 | 2,022 | 0.0% | 0.0% | 69 | -48,664 | -65.12% | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,599 | 1,830 | 0.04% | 0.01% | 70 | +21,709 | 1148.62% | Q2 2026 | Aug 14, 2026 |
| Burton Enright Welch | History | Added to | 22,661 | 1,757 | 0.21% | 0.19% | 71 | +4,312 | 23.5% | Q2 2026 | Jul 17, 2026 |
| Heck Capital Advisors, LLC | History | New | 22,623 | 1,754 | 0.1% | — | 72 | +22,623 | New | Q2 2026 | Jul 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 22,317 | 1,731 | 0.01% | 0.01% | 73 | +452 | 2.07% | Q2 2026 | Jul 24, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 21,411 | 1,661 | 0.21% | 0.07% | 74 | +15,023 | 235.18% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 21,264 | 1,649 | 0.05% | 0.06% | 75 | +1,143 | 5.68% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,063 | 1,478 | 0.0% | 0.0% | 76 | +4,360 | 29.65% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,855 | 1,462 | 0.0% | 0.0% | 77 | +14,198 | 304.87% | Q2 2026 | Jul 28, 2026 |
| Centurion Wealth Management LLC | History | Added to | 18,724 | 1,452 | 0.35% | 0.33% | 78 | +6 | 0.03% | Q2 2026 | Jul 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,773 | 1,378 | 0.06% | 0.08% | 79 | -1,148 | -6.07% | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,696 | 1,372 | 0.17% | 0.21% | 80 | +794 | 4.7% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Added to | 17,170 | 1,331 | 0.0% | 0.0% | 81 | +17,066 | 16409.62% | Q2 2026 | Aug 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 16,319 | 1,265 | 0.29% | 0.57% | 82 | -11,427 | -41.18% | Q2 2026 | Aug 14, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 15,246 | 1,182 | 0.53% | 0.59% | 83 | +100 | 0.66% | Q2 2026 | Aug 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 14,838 | 1,151 | 0.36% | 0.26% | 84 | +6,989 | 89.04% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Added to | 14,694 | 1,139 | 0.0% | 0.0% | 85 | +9,487 | 182.2% | Q2 2026 | Aug 13, 2026 |
| Bernardo Wealth Planning LLC | History | New | 14,296 | 1,109 | 0.19% | — | 86 | +14,296 | New | Q2 2026 | Jul 27, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 14,049 | 1,089 | 0.22% | — | 87 | +14,049 | New | Q2 2026 | Jul 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 12,848 | 996 | 0.01% | — | 88 | +12,848 | New | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | Added to | 12,113 | 939 | 0.04% | 0.05% | 89 | +351 | 2.98% | Q2 2026 | Aug 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 11,825 | 917 | 0.23% | 0.21% | 90 | +1,870 | 18.78% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,315 | 878 | 0.0% | 0.0% | 91 | -208 | -1.81% | Q2 2026 | Jul 27, 2026 |
| GSG Advisors LLC | History | Added to | 11,213 | 869 | 0.19% | 0.19% | 92 | +1,672 | 17.52% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,816 | 839 | 0.0% | 0.01% | 93 | -4,566 | -29.68% | Q2 2026 | Jul 27, 2026 |
| Financial Insights, Inc. | History | Added to | 9,745 | 755 | 0.2% | 0.16% | 94 | +3,393 | 53.42% | Q2 2026 | Aug 25, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 8,221 | 635 | 0.13% | 0.09% | 95 | +2,676 | 48.26% | Q2 2026 | Aug 10, 2026 |
| GatePass Capital, LLC | History | New | 8,026 | 622 | 0.24% | — | 96 | +8,026 | New | Q2 2026 | Jul 30, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 7,754 | 601 | 0.11% | 0.06% | 97 | +3,875 | 99.9% | Q2 2026 | Jul 27, 2026 |
| Embree Financial Group | History | Added to | 7,681 | 595 | 0.06% | 0.06% | 98 | +1,363 | 21.57% | Q2 2026 | Jul 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 7,516 | 583 | 0.17% | 0.2% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,100 | 550 | 0.01% | 0.0% | 100 | +4,257 | 149.74% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | Added to | 7,094 | 550 | 0.07% | 0.07% | 101 | +483 | 7.31% | Q2 2026 | Jul 08, 2026 |
| Platt Wealth Management LLC | History | Added to | 6,882 | 533 | 0.43% | 0.39% | 102 | +1,677 | 32.22% | Q2 2026 | Jul 31, 2026 |
| First American Bank | History | Added to | 6,844 | 530 | 0.03% | 0.03% | 103 | +83 | 1.23% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,800 | 527 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verum Partners LLC | History | Reduced | 6,701 | 519 | 0.08% | 0.12% | 105 | -1,286 | -16.1% | Q2 2026 | Jul 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,280 | 487 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Firestone Capital Management | History | Added to | 5,999 | 465 | 0.09% | 0.1% | 107 | +67 | 1.13% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,971 | 463 | 0.0% | 0.0% | 108 | +989 | 19.85% | Q2 2026 | Sep 23, 2026 |
| Strategic Blueprint, LLC | History | New | 5,968 | 462 | 0.02% | — | 109 | +5,968 | New | Q2 2026 | Jul 23, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 5,933 | 460 | 0.01% | 0.01% | 110 | +1,442 | 32.11% | Q2 2026 | Jul 31, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 5,846 | 453 | 0.23% | 0.25% | 111 | +254 | 4.54% | Q2 2026 | Aug 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,526 | 428 | 0.04% | — | 112 | +5,526 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,323 | 412 | 0.01% | 0.01% | 113 | +528 | 11.01% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,265 | 408 | 0.0% | 0.0% | 114 | +965 | 22.44% | Q2 2026 | Aug 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 5,236 | 406 | 0.14% | 0.17% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 4,988 | 386 | 0.11% | 0.23% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPH & CO | History | Added to | 4,901 | 380 | 0.1% | 0.11% | 117 | +12 | 0.25% | Q2 2026 | Jul 16, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 4,784 | 371 | 0.09% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | Reduced | 4,753 | 368 | 0.02% | 0.03% | 119 | -60 | -1.25% | Q2 2026 | Jul 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,701 | 364 | 0.04% | 0.05% | 120 | -262 | -5.28% | Q2 2026 | Jul 09, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 4,645 | 360 | 0.23% | 0.25% | 121 | +64 | 1.4% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,582 | 355 | 0.0% | 0.0% | 122 | +526 | 12.97% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | New | 4,512 | 350 | 0.0% | — | 124 | +4,512 | New | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,514 | 350 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | New | 4,453 | 345 | 0.0% | — | 125 | +4,453 | New | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,431 | 343 | 0.02% | — | 127 | +4,431 | New | Q2 2026 | Aug 04, 2026 |
| Capital Planning LLC | History | No change | 4,428 | 343 | 0.1% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 4,325 | 335 | 0.15% | 0.1% | 128 | +1,700 | 64.76% | Q2 2026 | Jul 28, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 4,088 | 317 | 0.14% | 0.3% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,083 | 316 | 0.01% | — | 130 | +4,083 | New | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,029 | 312 | 0.0% | 0.0% | 131 | +1,362 | 51.07% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 4,000 | 310 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Addison Advisors LLC | History | New | 3,406 | 264 | 0.12% | — | 133 | +3,406 | New | Q2 2026 | Aug 10, 2026 |
| Soundwatch Capital LLC | History | New | 3,326 | 258 | 0.03% | — | 134 | +3,326 | New | Q2 2026 | Aug 13, 2026 |
| LifeGoal Investments, LLC | History | Added to | 3,219 | 249 | 0.11% | 0.14% | 135 | +33 | 1.04% | Q2 2026 | Jul 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 3,044 | 236 | 0.01% | — | 136 | +3,044 | New | Q2 2026 | Jul 24, 2026 |
| MCF Advisors LLC | History | No change | 2,970 | 230 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | New | 2,953 | 229 | 0.0% | — | 138 | +2,953 | New | Q2 2026 | Jul 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 2,870 | 222 | 0.02% | 0.02% | 139 | +38 | 1.34% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 2,853 | 221 | 0.05% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 2,800 | 215 | 0.08% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LJI Wealth Management, LLC | History | Added to | 2,737 | 212 | 0.03% | 0.03% | 142 | +5 | 0.18% | Q2 2026 | Jul 31, 2026 |
| Jacobi Capital Management LLC | History | New | 2,619 | 203 | 0.01% | — | 143 | +2,619 | New | Q2 2026 | Jul 31, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,600 | 201 | 0.0% | 0.01% | 144 | -1,500 | -36.59% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,336 | 181 | 0.0% | 0.0% | 145 | +1,080 | 85.99% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | New | 2,250 | 174 | 0.0% | — | 146 | +2,250 | New | Q2 2026 | Jul 01, 2026 |
| Joseph Group Capital Management | History | Added to | 2,180 | 169 | 0.04% | 0.03% | 147 | +385 | 21.45% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,877 | 146 | 0.0% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,760 | 136 | 0.0% | 0.0% | 149 | +1,135 | 181.6% | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,500 | 116 | 0.08% | 0.1% | 150 | -120 | -7.41% | Q2 2026 | Jul 24, 2026 |
| Burk Holdings LLC | History | Added to | 993 | 77 | 0.03% | 0.03% | 151 | +4 | 0.4% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 752 | 58 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 732 | 57 | 0.02% | 0.02% | 153 | +100 | 15.82% | Q2 2026 | Jul 30, 2026 |
| Blume Capital Management, Inc. | History | New | 700 | 54 | 0.01% | — | 154 | +700 | New | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | New | 640 | 49 | 0.0% | — | 155 | +640 | New | Q2 2026 | Aug 03, 2026 |
| First Pacific Financial | History | New | 630 | 48 | 0.01% | — | 156 | +630 | New | Q2 2026 | Jul 20, 2026 |
| Signature Resources Capital Management, LLC | History | New | 611 | 47 | 0.02% | — | 157 | +611 | New | Q2 2026 | Jul 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | New | 520 | 40 | 0.01% | — | 158 | +520 | New | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 433 | 33 | 0.0% | 0.0% | 159 | +1 | 0.23% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 323 | 25 | 0.02% | 0.02% | 160 | -52 | -13.87% | Q2 2026 | Sep 17, 2026 |
| Anchor Investment Management, LLC | History | New | 255 | 19 | 0.0% | — | 161 | +255 | New | Q2 2026 | Sep 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 236 | 18 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 219 | 16 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 179 | 13 | 0.0% | 0.0% | 164 | +2 | 1.13% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 138 | 10 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 112 | 8 | 0.0% | 0.0% | 166 | +2 | 1.82% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | No change | 111 | 8 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 97 | 7 | 0.0% | 0.0% | 168 | -82 | -45.81% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | New | 89 | 6 | 0.0% | — | 170 | +89 | New | Q2 2026 | Aug 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 79 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 38 | 2 | 0.0% | — | 171 | +38 | New | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,556 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Westwind Capital | History | Closed out | 0 | 0 | — | 0.21% | — | -11,316 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,898 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,342 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,011 | -100.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,864 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -420 | -100.0% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |