VANGUARD CALIFORNIA TAX-FREE FUNDS - VTEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,435,298 | 439,449 | 0.07% | 0.06% | 1 | +358,231 | 8.79% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 636,348 | 63,049 | 0.87% | 0.82% | 2 | +69,127 | 12.19% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 336,901 | 33,380 | 0.0% | 0.0% | 3 | +33,268 | 10.96% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 252,836 | 25,051 | 0.03% | 0.03% | 4 | -20,656 | -7.55% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 209,694 | 20,776 | 0.04% | 0.04% | 5 | +6,527 | 3.21% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 194,623 | 19,408 | 0.63% | 0.56% | 6 | +34,510 | 21.55% | Q1 2026 | Apr 09, 2026 |
| LPL Financial LLC | History | Added to | 187,339 | 18,561 | 0.0% | 0.0% | 7 | +82,095 | 78.0% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 178,692 | 17,704 | 0.14% | 0.09% | 8 | +59,759 | 50.25% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | New | 139,033 | 13,775 | 1.9% | — | 9 | +139,033 | New | Q1 2026 | Apr 22, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 94,940 | 9,406 | 0.17% | 0.19% | 10 | -5,083 | -5.08% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 92,431 | 9,158 | 0.1% | 0.1% | 11 | +5,377 | 6.18% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 65,276 | 6,468 | 0.01% | 0.01% | 12 | +17,664 | 37.1% | Q1 2026 | May 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 64,475 | 6,388 | 0.85% | 0.99% | 13 | +941 | 1.48% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 64,366 | 6,377 | 0.0% | 0.0% | 14 | +5,200 | 8.79% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,600 | 6,202 | 0.0% | 0.0% | 15 | -199,630 | -76.13% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 59,835 | 5,903 | 0.0% | 0.0% | 16 | +20,086 | 50.53% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 57,691 | 5,747 | 0.7% | 0.71% | 17 | +3,297 | 6.06% | Q1 2026 | May 06, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 57,477 | 5,694 | 2.32% | 1.82% | 18 | +12,967 | 29.13% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 55,484 | 5,497 | 0.03% | 0.02% | 19 | +17,243 | 45.09% | Q1 2026 | May 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 50,000 | 4,954 | 0.82% | 0.86% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 49,652 | 4,919 | 2.72% | 0.39% | 21 | +43,475 | 703.82% | Q1 2026 | Apr 16, 2026 |
| PFG Advisors | History | Added to | 47,737 | 4,729 | 0.23% | 0.21% | 22 | +3,816 | 8.69% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 46,244 | 4,581 | 0.72% | 0.72% | 23 | +1,072 | 2.37% | Q1 2026 | Apr 17, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 45,647 | 4,522 | 1.18% | 0.4% | 24 | +31,272 | 217.54% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 45,634 | 4,521 | 0.0% | 0.0% | 25 | +41,534 | 1013.02% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | New | 43,285 | 4,288 | 0.23% | — | 26 | +43,285 | New | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 42,418 | 4,202 | 0.02% | 0.01% | 27 | +21,265 | 100.53% | Q1 2026 | May 15, 2026 |
| NDWM LLC | History | Added to | 41,802 | 4,141 | 2.69% | 2.33% | 28 | +6,664 | 18.97% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | No change | 39,612 | 3,924 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 35,913 | 3,558 | 0.16% | 0.13% | 30 | +10,562 | 41.66% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 30,803 | 3,051 | 0.0% | 0.0% | 31 | -27 | -0.09% | Q1 2026 | May 14, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | New | 30,215 | 2,993 | 1.43% | — | 32 | +30,215 | New | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 26,276 | 2,603 | 0.08% | 0.05% | 33 | +7,480 | 39.8% | Q1 2026 | Apr 21, 2026 |
| FLC Capital Advisors | History | Added to | 26,015 | 2,577 | 0.46% | 0.42% | 34 | +3,438 | 15.23% | Q1 2026 | May 01, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 25,885 | 2,564 | 1.65% | 1.08% | 35 | +10,703 | 70.5% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 25,380 | 2,544 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 25,160 | 2,492 | 0.3% | 0.28% | 37 | +748 | 3.06% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 24,734 | 2,450 | 0.02% | — | 38 | +24,734 | New | Q1 2026 | May 13, 2026 |
| Manhattan West Asset Management, LLC | History | New | 24,634 | 2,440 | 0.48% | — | 39 | +24,634 | New | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 24,361 | 2,413 | 0.08% | 0.03% | 40 | +15,030 | 161.08% | Q1 2026 | Apr 22, 2026 |
| FF Advisors,LLC | History | New | 22,979 | 2,302 | 0.93% | — | 41 | +22,979 | New | Q1 2026 | Apr 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 22,972 | 2,295 | 0.35% | 0.35% | 42 | +1,012 | 4.61% | Q1 2026 | Apr 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 22,611 | 2,240 | 0.12% | — | 43 | +22,611 | New | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,074 | 2,187 | 0.0% | 0.0% | 44 | -1,401 | -5.97% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 19,947 | 1,993 | 0.04% | — | 45 | +19,947 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,034 | 1,985 | 0.0% | 0.0% | 46 | -2,404 | -10.71% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,941 | 1,980 | 0.0% | 0.0% | 47 | +8,110 | 68.55% | Q1 2026 | Apr 08, 2026 |
| Burton Enright Welch | History | Added to | 19,834 | 1,965 | 0.27% | 0.24% | 48 | +3,118 | 18.65% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 19,717 | 1,953 | 0.05% | 0.04% | 49 | +4,004 | 25.48% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 18,824 | 1,865 | 0.0% | — | 50 | +18,824 | New | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 17,005 | 1,703 | 0.03% | 0.02% | 51 | +8,008 | 89.01% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,285 | 1,613 | 0.0% | 0.0% | 52 | +4,494 | 38.11% | Q1 2026 | May 15, 2026 |
| Synergy Financial Group, LTD | History | New | 15,453 | 1,531 | 1.15% | — | 53 | +15,453 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 15,207 | 1,506 | 0.0% | 0.0% | 54 | -1,540 | -9.2% | Q1 2026 | May 13, 2026 |
| Ducere Wealth Management LLC | History | Added to | 15,094 | 1,495 | 0.59% | 0.58% | 55 | +76 | 0.51% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,547 | 1,441 | 0.04% | 0.04% | 56 | +732 | 5.3% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | New | 14,402 | 1,426 | 0.04% | — | 57 | +14,402 | New | Q1 2026 | May 13, 2026 |
| Ariston Services Group | History | Closed out | 0 | 1,290 | 0.77% | 0.57% | 58 | -9,735 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,445 | 1,233 | 0.01% | 0.01% | 59 | +4,623 | 59.1% | Q1 2026 | May 01, 2026 |
| Platt Wealth Management LLC | History | New | 12,140 | 1,202 | 1.17% | — | 60 | +12,140 | New | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,096 | 1,198 | 0.01% | 0.01% | 61 | -167 | -1.36% | Q1 2026 | May 14, 2026 |
| Values Added Financial LLC | History | New | 11,991 | 1,188 | 0.5% | — | 62 | +11,991 | New | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,725 | 1,161 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 11,029 | 1,092 | 0.0% | 0.0% | 64 | -2,117 | -16.1% | Q1 2026 | May 07, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 10,821 | 1,072 | 0.23% | 0.24% | 65 | -1,233 | -10.23% | Q1 2026 | Apr 15, 2026 |
| Geometric Wealth Advisors | History | Added to | 10,697 | 1,059 | 0.13% | 0.14% | 66 | +54 | 0.51% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,135 | 1,005 | 0.0% | 0.0% | 67 | +2,738 | 37.02% | Q1 2026 | May 15, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 9,800 | 970 | 0.53% | 0.19% | 68 | +6,291 | 179.28% | Q1 2026 | Apr 29, 2026 |
| Elequin Capital, LP | History | Added to | 9,716 | 962 | 0.08% | — | 69 | +9,713 | 323766.67% | Q1 2026 | May 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 9,489 | 940 | 0.03% | 0.03% | 70 | -175 | -1.81% | Q1 2026 | May 14, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 9,472 | 938 | 0.51% | 0.41% | 71 | +4 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 8,999 | 891 | 0.07% | 0.04% | 72 | +3,478 | 63.0% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,685 | 860 | 0.0% | 0.0% | 73 | -596 | -6.42% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,604 | 852 | 0.01% | 0.01% | 74 | +1,812 | 26.68% | Q1 2026 | Apr 23, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,450 | 845 | 0.25% | 0.18% | 75 | +2,335 | 38.18% | Q1 2026 | Apr 16, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 8,322 | 824 | 0.44% | 0.49% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 7,650 | 757 | 0.22% | 0.18% | 77 | +1,250 | 19.53% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 7,023 | 704 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard National Trust Co | History | New | 7,023 | 695 | 0.04% | — | 79 | +7,023 | New | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,878 | 681 | 0.02% | 0.02% | 80 | +801 | 13.18% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,830 | 676 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 6,657 | 659 | 0.02% | 0.05% | 82 | -8,010 | -54.61% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,426 | 636 | 0.01% | 0.02% | 83 | -1,846 | -22.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,930 | 587 | 0.0% | 0.0% | 84 | +1,040 | 21.27% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 5,693 | 564 | 0.0% | 0.0% | 85 | +2,250 | 65.35% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,700 | 564 | 0.12% | 0.12% | 86 | +21 | 0.37% | Q1 2026 | May 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 5,668 | 561 | 0.16% | 0.13% | 87 | +886 | 18.53% | Q1 2026 | Apr 22, 2026 |
| NavPoint Financial, Inc. | History | Added to | 5,597 | 554 | 0.22% | 0.2% | 88 | +1,029 | 22.53% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,500 | 545 | 0.04% | 0.02% | 89 | +2,500 | 83.33% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,436 | 538 | 0.0% | — | 90 | +5,436 | New | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 5,222 | 517 | 0.04% | 0.02% | 91 | +2,582 | 97.8% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 5,177 | 512 | 0.0% | 0.0% | 92 | +44 | 0.86% | Q1 2026 | May 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 5,000 | 495 | 0.09% | — | 94 | +5,000 | New | Q1 2026 | May 04, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,000 | 495 | 0.36% | 0.37% | 93 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,923 | 487 | 0.0% | — | 95 | +4,923 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | New | 4,734 | 469 | 0.01% | — | 96 | +4,734 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,687 | 464 | 0.06% | 0.07% | 97 | +19 | 0.41% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,594 | 455 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 4,532 | 449 | 0.02% | 0.33% | 99 | -71 | -1.54% | Q1 2026 | Apr 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,407 | 438 | 0.03% | 0.07% | 100 | -6,534 | -59.72% | Q1 2026 | May 14, 2026 |
| Kaizen Financial Strategies | History | Added to | 4,363 | 436 | 0.18% | 0.15% | 101 | +1,006 | 29.97% | Q1 2026 | May 01, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 4,278 | 423 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 4,114 | 407 | 0.1% | 0.05% | 103 | +2,061 | 100.39% | Q1 2026 | Apr 07, 2026 |
| TPG Advisors LLC | History | No change | 4,006 | 396 | 0.25% | 0.25% | 104 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 3,850 | 381 | 0.09% | 0.1% | 105 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 3,840 | 380 | 0.0% | 0.0% | 106 | +35 | 0.92% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 3,840 | 380 | 0.03% | 0.03% | 107 | +35 | 0.92% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Added to | 3,829 | 379 | 0.0% | 0.0% | 108 | +1,410 | 58.29% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 3,816 | 378 | 0.31% | — | 109 | +3,816 | New | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 3,758 | 372 | 0.0% | — | 110 | +3,758 | New | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,734 | 369 | 0.05% | 0.04% | 111 | +18 | 0.48% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,728 | 368 | 0.0% | 0.0% | 112 | +2,474 | 197.29% | Q1 2026 | May 13, 2026 |
| SUMMITRY LLC | History | No change | 3,527 | 349 | 0.02% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,465 | 343 | 0.0% | 0.0% | 114 | +1,491 | 75.53% | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | Added to | 3,452 | 342 | 0.23% | 0.23% | 115 | +3 | 0.09% | Q1 2026 | Apr 17, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 3,432 | 340 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,431 | 339 | 0.0% | — | 117 | +3,431 | New | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,430 | 339 | 0.01% | — | 118 | +3,430 | New | Q1 2026 | May 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 3,415 | 338 | 0.08% | 0.08% | 119 | +305 | 9.81% | Q1 2026 | Apr 22, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,300 | 330 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,271 | 324 | 0.0% | — | 121 | +3,271 | New | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,136 | 311 | 0.01% | 0.01% | 122 | +16 | 0.51% | Q1 2026 | May 18, 2026 |
| Climber Capital SA | History | No change | 3,110 | 307 | 0.2% | 0.2% | 123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Knuff & Co LLC | History | Added to | 3,000 | 297 | 0.09% | 0.02% | 125 | +2,200 | 275.0% | Q1 2026 | May 11, 2026 |
| Blume Capital Management, Inc. | History | No change | 3,000 | 297 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,935 | 290 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | No change | 2,923 | 289 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MFA Wealth Services | History | Added to | 2,866 | 283 | 0.19% | 0.16% | 128 | +454 | 18.82% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 2,856 | 283 | 0.07% | 0.08% | 129 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,847 | 282 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,809 | 278 | 0.0% | 0.0% | 131 | -232 | -7.63% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,745 | 271 | 0.0% | 0.0% | 132 | +1,745 | 174.5% | Q1 2026 | May 07, 2026 |
| Core Wealth Partners LLC | History | No change | 2,639 | 261 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 2,574 | 255 | 0.01% | — | 134 | +2,574 | New | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,557 | 253 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASPIRIANT, LLC | History | No change | 2,530 | 250 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RS CRUM INC. | History | New | 2,475 | 245 | 0.05% | — | 137 | +2,475 | New | Q1 2026 | Apr 15, 2026 |
| Invst, LLC | History | New | 2,474 | 245 | 0.03% | — | 138 | +2,474 | New | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,463 | 244 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,430 | 243 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 2,450 | 242 | 0.01% | — | 142 | +2,450 | New | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 2,452 | 242 | 0.11% | 0.11% | 141 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,409 | 239 | 0.0% | — | 143 | +2,409 | New | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,357 | 235 | 0.01% | 0.01% | 144 | -75 | -3.08% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,367 | 234 | 0.0% | 0.0% | 145 | +115 | 5.11% | Q1 2026 | May 05, 2026 |
| Peak Retirement Planning, Inc. | History | New | 2,337 | 231 | 0.05% | — | 146 | +2,337 | New | Q1 2026 | May 11, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 2,251 | 223 | 0.24% | 0.26% | 147 | +6 | 0.27% | Q1 2026 | May 05, 2026 |
| Pachira Investments Inc. | History | Added to | 2,241 | 221 | 0.1% | 0.11% | 148 | +10 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | Added to | 2,114 | 209 | 0.04% | 0.04% | 149 | +11 | 0.52% | Q1 2026 | Apr 15, 2026 |
| WealthSpring Partners, LLC | History | Added to | 2,059 | 204 | 0.19% | 0.21% | 150 | +5 | 0.24% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | New | 2,050 | 203 | 0.0% | — | 151 | +2,050 | New | Q1 2026 | May 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 2,038 | 201 | 0.03% | — | 152 | +2,038 | New | Q1 2026 | May 13, 2026 |
| Equita Financial Network, Inc. | History | No change | 2,025 | 200 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | New | 1,684 | 166 | 0.0% | — | 154 | +1,684 | New | Q1 2026 | Apr 20, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,256 | 124 | 0.1% | 0.12% | 155 | +6 | 0.48% | Q1 2026 | Apr 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,185 | 117 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,100 | 109 | 0.0% | 0.0% | 157 | +1,000 | 1000.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 1,087 | 107 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 99 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,000 | 99 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | Reduced | 851 | 84 | 0.03% | 0.03% | 161 | -66 | -7.2% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 795 | 78 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | No change | 785 | 77 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 705 | 69 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | No change | 350 | 34 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 332 | 32 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | Added to | 290 | 28 | 0.01% | 0.0% | 167 | +150 | 107.14% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 263 | 26 | 0.0% | 0.0% | 168 | +79 | 42.93% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 259 | 25 | 0.0% | 0.0% | 169 | +2 | 0.78% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 251 | 24 | 0.0% | — | 170 | +251 | New | Q1 2026 | Apr 13, 2026 |
| Graney & King, LLC | History | Added to | 201 | 19 | 0.01% | 0.01% | 173 | +1 | 0.5% | Q1 2026 | May 18, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 200 | 19 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | No change | 201 | 19 | 0.0% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 173 | 17 | 0.0% | 0.0% | 174 | +14 | 8.81% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 100 | 9 | 0.0% | — | 175 | +100 | New | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | New | 25 | 2 | 0.0% | — | 176 | +25 | New | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -50,436 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,805 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,712 | -100.0% | Q1 2026 | May 01, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |