VANGUARD WORLD FUND - VPU

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 1,210,206 236,874 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,066,820 208,808 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 910,692 178,249 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 740,507 144,939 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 510,296 99,880 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 509,148 99,655 0.02% 0.02% 6 0 0.0% Q2 2026 Sep 23, 2026
Beacon Capital Management, Inc. History No change 457,116 89,471 5.41% 5.41% 7 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 412,786 80,794 0.19% 0.19% 8 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 339,096 66,470 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 318,192 62,348 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 316,099 61,870 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 293,593 57,464 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 247,584 48,459 0.61% 0.61% 13 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 207,697 40,652 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 199,122 38,974 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 186,391 36,483 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 179,111 35,057 0.04% 0.04% 17 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 168,766 33,032 0.67% 0.67% 18 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 155,280 30,392 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 13, 2026
Nan Shan Life Insurance Co., Ltd. History No change 150,369 29,431 0.92% 0.92% 20 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 124,338 24,336 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 109,863 21,503 1.02% 1.02% 22 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 109,373 21,408 0.05% 0.05% 23 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 104,159 20,704 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 104,058 20,369 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
Allied Investment Advisors, LLC History No change 91,546 17,918 2.25% 2.25% 26 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 90,467 17,707 1.03% 1.03% 27 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 84,125 16,465 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 27, 2026
SWAN Capital LLC History No change 83,344 16,312 5.58% 5.58% 29 0 0.0% Q2 2026 Aug 13, 2026
Unconventional Investor, LLC History No change 79,370 15,535 6.43% 6.43% 30 0 0.0% Q2 2026 Aug 18, 2026
Lido Advisors, LLC History No change 76,673 15,007 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 63,292 12,388 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 05, 2026
Nelson Capital Management, LLC History No change 61,096 11,958 1.31% 1.31% 33 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 59,265 11,600 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 59,153 11,578 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
VESTOR CAPITAL, LLC History No change 114,137 11,006 0.69% 0.69% 36 0 0.0% Q2 2026 Jul 28, 2026
American Investment Services, Inc. History No change 55,147 10,793 2.28% 2.28% 37 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 53,732 10,516 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 53,620 10,495 0.32% 0.32% 39 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 53,532 10,477 0.01% 0.01% 40 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 50,838 9,951 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 50,755 9,934 0.13% 0.13% 42 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 47,855 9,366 0.04% 0.04% 43 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 46,171 9,218 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Greenline Partners, LLC History No change 44,037 8,619 0.88% 0.88% 45 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 43,979 8,607 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 12, 2026
Goldstone Financial Group, LLC History No change 41,908 8,202 0.75% 0.75% 47 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 40,582 7,943 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 19, 2026
KCM INVESTMENT ADVISORS LLC History No change 35,355 6,920 0.21% 0.21% 49 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 34,367 6,726 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 33,513 6,559 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 32,779 6,415 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 32,181 6,298 0.05% 0.05% 53 0 0.0% Q2 2026 Jul 17, 2026
Atria Investments, Inc History No change 31,547 6,174 0.06% 0.06% 54 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 31,426 6,151 0.27% 0.27% 55 0 0.0% Q2 2026 Aug 03, 2026
Hamilton Wealth, LLC History No change 29,950 5,862 1.07% 1.07% 56 0 0.0% Q2 2026 Aug 06, 2026
Mittelman Wealth Management History No change 5,623 5,820 3.85% 3.85% 57 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 29,727 5,818 0.2% 0.2% 58 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 28,435 5,565 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 28, 2026
Porter White Investment Advisors, Inc. History No change 28,323 5,543 2.13% 2.13% 60 0 0.0% Q2 2026 Jul 16, 2026
Apollon Financial, LLC History No change 28,156 5,510 0.65% 0.65% 61 0 0.0% Q2 2026 Jul 22, 2026
Beacon Pointe Advisors, LLC History No change 27,918 5,464 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 18, 2026
Integrated Wealth Concepts LLC History No change 27,728 5,427 0.04% 0.04% 63 0 0.0% Q2 2026 Sep 08, 2026
David Kennon Inc History No change 27,602 5,402 1.79% 1.79% 64 0 0.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 27,296 5,342 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History No change 27,133 5,310 1.18% 1.18% 66 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 27,014 5,287 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 26,991 5,282 0.13% 0.13% 68 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 25,624 5,026 0.01% 0.01% 69 0 0.0% Q2 2026 Jul 15, 2026
Moss Adams Wealth Advisors LLC History No change 25,569 5,004 0.31% 0.31% 70 0 0.0% Q2 2026 Jul 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 25,000 4,893 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 24,515 4,804 0.46% 0.46% 72 0 0.0% Q2 2026 Aug 04, 2026
MRA Advisory Group History No change 24,168 4,730 1.71% 1.71% 73 0 0.0% Q2 2026 Jul 08, 2026
Venturi Wealth Management, LLC History No change 23,736 4,645 0.18% 0.18% 74 0 0.0% Q2 2026 Jul 20, 2026
Dakota Wealth Management History No change 23,185 4,538 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 07, 2026
DMKC Advisory Services, LLC History No change 22,180 4,341 0.82% 0.82% 76 0 0.0% Q2 2026 Jul 07, 2026
Legacy Financial Group LLC History No change 22,171 4,339 0.49% 0.49% 77 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 22,076 4,320 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 21,505 4,209 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 21,102 4,130 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 21,042 4,118 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 20,207 3,955 0.09% 0.09% 82 0 0.0% Q2 2026 Jul 28, 2026
Aspire Capital Advisors LLC History No change 20,021 3,918 0.76% 0.76% 83 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisory Services, LLC History No change 19,467 3,810 0.24% 0.24% 84 0 0.0% Q2 2026 Jul 23, 2026
Strengthening Families & Communities, LLC History No change 19,381 3,793 0.84% 0.84% 85 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 19,331 3,783 0.06% 0.06% 86 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 19,258 3,769 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 19,087 3,736 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 04, 2026
Tranquilli Financial Advisor LLC History No change 19,079 3,734 2.01% 2.01% 89 0 0.0% Q2 2026 Aug 07, 2026
Sterling Investment Advisors, Ltd. History No change 18,832 3,686 0.62% 0.62% 90 0 0.0% Q2 2026 Jul 28, 2026
TD Waterhouse Canada Inc. History No change 19,012 3,676 0.01% 0.01% 91 0 0.0% Q2 2026 Jul 27, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 18,506 3,622 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 11, 2026
Ariston Services Group History No change 18,137 3,549 1.96% 1.96% 93 0 0.0% Q2 2026 Jul 27, 2026
Royal Fund Management, LLC History No change 18,041 3,531 0.29% 0.29% 94 0 0.0% Q2 2026 Jul 20, 2026
O'ROURKE & COMPANY, Inc History No change 18,041 3,531 1.23% 1.23% 95 0 0.0% Q2 2026 Aug 14, 2026
Praetorian Wealth Management, Inc. History No change 17,784 3,481 0.6% 0.6% 96 0 0.0% Q2 2026 Jul 07, 2026
White Lighthouse Investment Management Inc. History No change 17,610 3,446 0.43% 0.43% 97 0 0.0% Q2 2026 Aug 04, 2026
Reality Financial Planning Services, LLC History No change 17,460 3,417 3.3% 3.3% 98 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 16,805 3,289 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 16,802 3,288 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Group, Inc. History No change 16,697 3,268 1.52% 1.52% 101 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Money Management Services LLC History No change 16,569 3,243 2.04% 2.04% 102 0 0.0% Q2 2026 Aug 14, 2026
FFG RETIREMENT ADVISORS LLC History No change 16,509 3,231 1.71% 1.71% 103 0 0.0% Q2 2026 Jul 09, 2026
MGO ONE SEVEN LLC History No change 15,782 3,089 0.05% 0.05% 104 0 0.0% Q2 2026 Jul 31, 2026
Richmond Brothers, Inc. History No change 15,748 3,082 1.6% 1.6% 105 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 15,618 3,056 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 15,520 3,037 0.05% 0.05% 107 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 15,513 3,036 0.06% 0.06% 108 0 0.0% Q2 2026 Jul 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 15,702 3,036 0.18% 0.18% 109 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 15,383 3,010 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 15,379 3,010 1.08% 1.08% 111 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 14,985 2,934 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
Dougherty & Associates, LLC History No change 14,896 2,915 2.33% 2.33% 113 0 0.0% Q2 2026 Jul 16, 2026
Strategic Investment Solutions, Inc. /IL History No change 14,700 2,875 0.66% 0.66% 114 0 0.0% Q2 2026 Jul 08, 2026
Blueprint Investment Partners LLC History No change 14,392 2,817 0.23% 0.23% 115 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 14,328 2,804 0.31% 0.31% 116 0 0.0% Q2 2026 Aug 14, 2026
Glassy Mountain Advisors, Inc. History No change 14,320 2,802 0.77% 0.77% 117 0 0.0% Q2 2026 Jul 31, 2026
XTX Topco Ltd History No change 13,883 2,717 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 13,755 2,692 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 13,624 2,666 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 13,498 2,642 0.17% 0.17% 121 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 13,402 2,623 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 15, 2026
Visionary Wealth Advisors History No change 13,310 2,605 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,138 2,571 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 13,000 2,544 0.0% 0.0% 125 0 0.0% Q2 2026 Sep 02, 2026
StoneX Group Inc. History No change 12,902 2,518 0.1% 0.1% 126 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 12,374 2,421 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Raab & Moskowitz Asset Management LLC History No change 12,202 2,388 0.48% 0.48% 128 0 0.0% Q2 2026 Jul 28, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 12,087 2,365 0.53% 0.53% 129 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 12,003 2,349 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 11,947 2,338 0.09% 0.09% 131 0 0.0% Q2 2026 Aug 14, 2026
Adams Wealth Management History No change 11,799 2,309 0.44% 0.44% 132 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 11,799 2,309 0.37% 0.37% 133 0 0.0% Q2 2026 Aug 11, 2026
WBH ADVISORY INC History No change 11,726 2,295 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 05, 2026
CoreCap Advisors, LLC History No change 11,460 2,243 0.07% 0.07% 135 0 0.0% Q2 2026 Jul 06, 2026
FLAGSTAR SECURITIES, INC History No change 11,454 2,242 0.68% 0.68% 136 0 0.0% Q2 2026 Jul 15, 2026
Joel Isaacson & Co., LLC History No change 11,435 2,238 0.06% 0.06% 137 0 0.0% Q2 2026 Aug 04, 2026
ALTFEST L J & CO INC History No change 11,202 2,192 0.21% 0.21% 138 0 0.0% Q2 2026 Jul 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 12,675 2,167 0.06% 0.07% 139 -617 -4.64% Q3 2026 Oct 05, 2026
Bigelow Investment Advisors, LLC History No change 11,035 2,159 0.78% 0.78% 140 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY TRUST CO History No change 11,000 2,153 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 10,958 2,144 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 10,785 2,111 0.12% 0.12% 143 0 0.0% Q2 2026 Jul 15, 2026
Accel Wealth Management History No change 10,764 2,106 0.47% 0.47% 144 0 0.0% Q2 2026 Jul 10, 2026
Guidance Point Advisors, LLC History No change 10,731 2,103 0.44% 0.44% 145 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER & CO INC History No change 10,663 2,087 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History No change 10,615 2,077 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 30, 2026
Timbuktu Capital Management, LLC History No change 10,445 2,044 3.07% 3.07% 148 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 10,341 2,024 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 11, 2026
Castle Rock Wealth Management, LLC History No change 10,246 1,981 0.39% 0.39% 150 0 0.0% Q2 2026 Jul 07, 2026
Sigma Planning Corp History No change 9,960 1,949 0.05% 0.05% 151 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 9,886 1,934 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
Sharper & Granite LLC History No change 9,651 1,888 0.58% 0.58% 153 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 9,609 1,880 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 13, 2026
Compass Ion Advisors, LLC History No change 9,201 1,800 0.16% 0.16% 155 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 9,141 1,789 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 8,722 1,707 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 8,701 1,702 0.53% 0.53% 158 0 0.0% Q2 2026 Jul 30, 2026
Gotham Asset Management, LLC History No change 8,386 1,641 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 8,331 1,630 0.64% 0.64% 160 0 0.0% Q2 2026 Aug 11, 2026
Trinity Legacy Partners, LLC History No change 8,227 1,616 0.32% 0.32% 161 0 0.0% Q2 2026 Jul 24, 2026
Sovereign Financial Group, Inc. History No change 8,158 1,596 0.24% 0.24% 162 0 0.0% Q2 2026 Jul 24, 2026
SAX WEALTH ADVISORS, LLC History No change 8,013 1,587 0.06% 0.06% 163 0 0.0% Q2 2026 Jul 09, 2026
Sulzberger Capital Advisors, Inc. History No change 7,949 1,555 1.52% 1.52% 164 0 0.0% Q2 2026 Jul 17, 2026
Calder Financial LLC History No change 7,899 1,546 1.46% 1.46% 165 0 0.0% Q2 2026 Jul 07, 2026
Hershey Financial Advisers, LLC History No change 7,895 1,545 1.11% 1.11% 166 0 0.0% Q2 2026 Aug 11, 2026
Curran Financial Partners, LLC History No change 7,836 1,533 0.23% 0.23% 167 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 7,821 1,530 0.31% 0.31% 168 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 7,786 1,524 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 03, 2026
AlphaCore Capital LLC History No change 7,770 1,520 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 7,759 1,518 0.03% 0.03% 171 0 0.0% Q2 2026 Jul 31, 2026
HRT FINANCIAL LP History No change 7,746 1,516 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 7,730 1,512 0.51% 0.51% 173 0 0.0% Q2 2026 Jul 30, 2026
Heritage Trust Co History No change 7,664 1,500 0.13% 0.13% 174 0 0.0% Q2 2026 Aug 06, 2026
Carl P. Sherr & Co., LLC History No change 7,636 1,494 0.63% 0.63% 175 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 7,527 1,491 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 13, 2026
Independent Family Office, LLC History No change 7,450 1,458 0.59% 0.59% 177 0 0.0% Q2 2026 Aug 11, 2026
Wall Street Financial Group, Inc. History No change 7,363 1,441 0.77% 0.77% 178 0 0.0% Q2 2026 Jul 13, 2026
BAILARD, INC. History No change 7,288 1,426 0.03% 0.03% 179 0 0.0% Q2 2026 Jul 30, 2026
Joule Financial, LLC History No change 7,180 1,405 0.38% 0.38% 180 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,062 1,382 0.03% 0.03% 181 0 0.0% Q2 2026 Jul 17, 2026
Glen Eagle Advisors, LLC History No change 7,016 1,373 0.17% 0.17% 182 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 6,942 1,358 0.31% 0.31% 183 0 0.0% Q2 2026 Jul 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,813 1,333 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 23, 2026
Anchor Investment Management, LLC History No change 6,813 1,333 0.1% 0.1% 185 0 0.0% Q2 2026 Sep 15, 2026
Savant Capital, LLC History No change 6,798 1,332 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,739 1,318 0.19% 0.19% 187 0 0.0% Q2 2026 Jul 21, 2026
Bluesphere Advisors LLC History No change 6,698 1,311 0.4% 0.4% 188 0 0.0% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History No change 6,693 1,310 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 6,657 1,302 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 6,460 1,264 0.12% 0.12% 191 0 0.0% Q2 2026 Jul 28, 2026
CENTAURUS FINANCIAL, INC. History No change 6,401 1,253 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 17, 2026
Connecticut Wealth Management, LLC History No change 6,177 1,209 0.04% 0.04% 193 0 0.0% Q2 2026 Jul 29, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 6,118 1,197 0.23% 0.23% 194 0 0.0% Q2 2026 Jul 21, 2026
Baker Ellis Asset Management LLC History No change 6,030 1,180 0.12% 0.12% 195 0 0.0% Q2 2026 Jul 23, 2026
RFG Advisory, LLC History No change 6,027 1,179 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 15, 2026
Bonfire Financial History No change 6,004 1,174 0.75% 0.75% 197 0 0.0% Q2 2026 Aug 07, 2026
McMillan Office, Inc. History No change 6,000 1,174 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 13, 2026
Novak & Powell Financial Services, Inc. History No change 5,954 1,165 0.55% 0.55% 199 0 0.0% Q2 2026 Aug 11, 2026
Maltin Wealth Management, Inc. History No change 5,909 1,156 0.39% 0.39% 200 0 0.0% Q2 2026 Jul 22, 2026
Piscataqua Savings Bank History No change 5,910 1,156 0.78% 0.78% 201 0 0.0% Q2 2026 Jul 09, 2026
North Forty Two & Co. History No change 5,875 1,149 0.98% 0.98% 202 0 0.0% Q2 2026 Jul 24, 2026
Altiora Financial Group, LLC History No change 5,650 1,105 0.17% 0.17% 203 0 0.0% Q2 2026 Aug 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 5,617 1,099 0.21% 0.21% 204 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 5,512 1,078 0.05% 0.05% 205 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 5,455 1,067 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 5,450 1,066 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 5,409 1,058 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
Tranquility Partners, LLC History No change 5,409 1,058 0.36% 0.36% 209 0 0.0% Q2 2026 Jul 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,388 1,054 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 10, 2026
Fort Sheridan Advisors LLC History No change 5,390 1,054 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 05, 2026
Ignite Planners, LLC History No change 5,382 1,053 0.14% 0.14% 212 0 0.0% Q2 2026 Jul 23, 2026
Freestone Capital Holdings, LLC History No change 5,327 1,042 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,213 1,020 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 5,193 1,016 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Retirement, LLC History No change 5,179 1,013 0.06% 0.06% 216 0 0.0% Q2 2026 Aug 12, 2026
American Trust History No change 5,155 1,009 0.08% 0.08% 217 0 0.0% Q2 2026 Aug 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 5,134 1,004 0.44% 0.44% 218 0 0.0% Q2 2026 Jul 28, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 5,019 982 0.6% 0.6% 219 0 0.0% Q2 2026 Jul 15, 2026
Navis Wealth Advisors, LLC History No change 5,000 978 0.37% 0.37% 220 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 4,974 973 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 20, 2026
Camelot Portfolios, LLC History No change 4,966 971 0.68% 0.68% 222 0 0.0% Q2 2026 Jul 17, 2026
CHOREO, LLC History No change 4,921 963 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 4,901 959 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 4,835 946 0.13% 0.13% 225 0 0.0% Q2 2026 Aug 04, 2026
Gibraltar Capital Management, Inc. History No change 4,805 940 0.14% 0.14% 226 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 4,799 939 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 4,781 935 0.06% 0.06% 228 0 0.0% Q2 2026 Jul 08, 2026
CX Institutional History Added to 5,371 919 0.02% 0.03% 229 +180 3.47% Q3 2026 Oct 02, 2026
V2 Financial group LLC History No change 4,700 919 0.34% 0.34% 230 0 0.0% Q2 2026 Aug 10, 2026
Tudor Financial Inc. History No change 4,689 917 0.41% 0.41% 231 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 4,665 913 0.02% 0.02% 232 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Wealth, LLC History No change 4,646 909 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History No change 4,621 904 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 4,601 900 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 09, 2026
McAdam, LLC History No change 4,595 899 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History No change 4,568 894 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 08, 2026
Spire Wealth Management History No change 4,571 894 0.03% 0.03% 238 0 0.0% Q2 2026 Jul 15, 2026
Brookwood Investment Group LLC History No change 4,529 886 0.1% 0.1% 239 0 0.0% Q2 2026 Jul 23, 2026
SWEENEY & MICHEL, LLC History No change 4,669 881 0.23% 0.23% 240 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 4,489 878 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 4,484 877 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 14, 2026
Crusonia Wealth Advisors LLC History No change 4,448 870 0.14% 0.14% 243 0 0.0% Q2 2026 Jul 30, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 4,420 865 0.53% 0.53% 244 0 0.0% Q2 2026 Jul 31, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 4,385 858 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 06, 2026
Choate Investment Advisors History No change 4,382 857 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,367 854 0.01% 0.01% 247 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History No change 4,301 841 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 4,251 832 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 4,180 818 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 05, 2026
Christensen, King & Associates Investment Services, Inc. History No change 4,174 816 0.32% 0.32% 251 0 0.0% Q2 2026 Jul 14, 2026
Arkadios Wealth Advisors History No change 4,159 814 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 10, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,123 807 0.28% 0.28% 253 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 4,108 803 0.23% 0.23% 254 0 0.0% Q2 2026 Jul 14, 2026
OneAscent Financial Services LLC History No change 4,108 803 0.04% 0.04% 255 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 3,049 788 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,007 784 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,002 783 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 04, 2026
Foster Group, Inc. History No change 3,959 774 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 07, 2026
FIRST FINANCIAL CORP /IN/ History No change 3,945 772 0.27% 0.27% 260 0 0.0% Q2 2026 Jul 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 3,888 761 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 28, 2026
Advisors Capital Management, LLC History No change 3,881 759 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 3,829 750 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 20, 2026
Kesler, Norman & Wride, LLC History No change 3,809 745 0.12% 0.12% 264 0 0.0% Q2 2026 Jul 23, 2026
Creekside Partners History No change 3,781 740 0.27% 0.27% 265 0 0.0% Q2 2026 Jul 30, 2026
LOM Asset Management Ltd History No change 3,780 739 0.19% 0.19% 266 0 0.0% Q2 2026 Aug 04, 2026
Asset One Wealth Management LLC History No change 3,768 737 0.08% 0.08% 267 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 3,739 732 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 15, 2026
Matrix Trust Co History No change 3,723 729 0.11% 0.11% 269 0 0.0% Q2 2026 Jul 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,689 722 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 3,675 719 0.04% 0.04% 271 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 3,768 718 0.04% 0.04% 272 0 0.0% Q2 2026 Aug 14, 2026
River Street Advisors LLC History No change 3,651 714 0.21% 0.21% 273 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 3,641 712 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 09, 2026
BOS Asset Management, LLC History No change 3,624 709 0.16% 0.16% 275 0 0.0% Q2 2026 Jul 13, 2026
SAXON INTERESTS, INC. History No change 3,622 708 0.2% 0.2% 276 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 3,617 707 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 3,589 702 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Investment Planning Advisors, Inc. History No change 3,573 699 0.16% 0.16% 279 0 0.0% Q2 2026 Jul 23, 2026
Silver Coast Investments LLC History No change 3,548 694 0.21% 0.21% 280 0 0.0% Q2 2026 Jul 24, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 3,508 686 0.28% 0.28% 281 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 3,501 685 0.03% 0.03% 282 0 0.0% Q2 2026 Jul 07, 2026
IHT Wealth Management, LLC History No change 3,377 661 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 3,349 655 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,269 649 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 3,310 647 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 18, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,256 637 0.14% 0.14% 287 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 3,250 636 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 3,253 636 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 23, 2026
Valmark Advisers, Inc. History No change 3,231 632 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 06, 2026
Conrad Siegel Investment Advisors, Inc. History No change 3,184 623 0.1% 0.1% 291 0 0.0% Q2 2026 Jul 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,149 616 0.09% 0.09% 292 0 0.0% Q2 2026 Aug 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,123 611 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 14, 2026
Investor's Fiduciary Advisor Network, LLC History No change 3,116 609 0.21% 0.21% 294 0 0.0% Q2 2026 Aug 13, 2026
National Wealth Management Group, LLC History No change 3,108 608 0.19% 0.19% 295 0 0.0% Q2 2026 Jul 14, 2026
Sequoia Financial Advisors, LLC History No change 3,099 606 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 17, 2026
Apella Capital, LLC History No change 3,018 595 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 08, 2026
SHP Wealth Management History No change 3,034 593 0.04% 0.04% 298 0 0.0% Q2 2026 Aug 11, 2026
Northwest Financial Advisors History No change 3,016 590 0.08% 0.08% 299 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 2,991 585 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 24, 2026