VANGUARD MUNICIPAL BOND FUNDS - VTEI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Unison Advisors LLC | History | Added to | 2,367,952 | 236,653 | 17.95% | 19.35% | 1 | +172,174 | 7.84% | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 580,080 | 57,973 | 0.79% | — | 2 | +580,080 | New | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 438,910 | 43,864 | 0.33% | — | 3 | +438,910 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 345,991 | 34,578 | 0.01% | 0.01% | 4 | +37,332 | 12.09% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 234,760 | 23,461 | 0.03% | 0.03% | 5 | +28,889 | 14.03% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 231,552 | 23,141 | 0.77% | 0.79% | 6 | -5,102 | -2.16% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 218,434 | 21,830 | 0.02% | 0.02% | 7 | -6,223 | -2.77% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 205,701 | 20,557 | 0.0% | 0.0% | 8 | +71,932 | 53.77% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 198,090 | 19,797 | 0.02% | 0.02% | 9 | +10,925 | 5.84% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 190,307 | 19,019 | 0.52% | 0.45% | 10 | +30,334 | 18.96% | Q1 2026 | May 04, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 163,601 | 16,471 | 2.24% | 3.14% | 11 | +1,335 | 0.82% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 138,894 | 14,004 | 0.09% | 0.09% | 12 | +7,560 | 5.76% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Added to | 117,819 | 11,774 | 2.66% | 2.32% | 13 | +14,369 | 13.89% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,253 | 9,819 | 0.0% | 0.0% | 14 | +64,660 | 192.48% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 87,737 | 8,768 | 0.07% | 0.05% | 15 | +27,980 | 46.82% | Q1 2026 | Apr 15, 2026 |
| First Financial Bank - Trust Division | History | Added to | 75,321 | 7,527 | 0.61% | 0.31% | 16 | +38,033 | 102.0% | Q1 2026 | Apr 01, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 72,593 | 7,254 | 0.63% | 0.85% | 17 | -18,540 | -20.34% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 65,652 | 6,561 | 0.16% | 0.16% | 18 | +898 | 1.39% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 63,287 | 6,324 | 0.07% | 0.06% | 19 | +9,245 | 17.11% | Q1 2026 | May 05, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 61,603 | 6,156 | 2.66% | 2.71% | 20 | +2,124 | 3.57% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 55,664 | 5,617 | 0.08% | 0.1% | 21 | +3,614 | 6.94% | Q1 2026 | Apr 20, 2026 |
| S.A. Mason LLC | History | Added to | 55,286 | 5,525 | 2.07% | 1.72% | 22 | +12,225 | 28.39% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 52,738 | 5,270 | 0.3% | 0.22% | 23 | +15,497 | 41.61% | Q1 2026 | Apr 09, 2026 |
| LPL Financial LLC | History | Added to | 51,845 | 5,181 | 0.0% | 0.0% | 24 | +7,935 | 18.07% | Q1 2026 | May 06, 2026 |
| Seed Wealth Management, Inc. | History | No change | 49,885 | 4,985 | 3.43% | 3.47% | 25 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 48,871 | 4,870 | 0.0% | 0.0% | 26 | +9,963 | 25.61% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,153 | 4,612 | 0.01% | 0.0% | 27 | +12,458 | 36.97% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,958 | 4,493 | 0.0% | 0.0% | 28 | +35,819 | 391.94% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,299 | 3,427 | 0.0% | 0.0% | 29 | +2,269 | 7.08% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | New | 29,016 | 2,919 | 0.26% | — | 30 | +29,016 | New | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 28,877 | 2,885 | 0.0% | — | 31 | +28,877 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 27,054 | 2,703 | 0.0% | 0.0% | 32 | +4,228 | 18.52% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 23,381 | 2,336 | 0.92% | 0.9% | 33 | +821 | 3.64% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 23,254 | 2,324 | 0.0% | 0.0% | 34 | +5,513 | 31.07% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 21,273 | 2,126 | 0.11% | 0.12% | 35 | +361 | 1.73% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,991 | 2,097 | 0.03% | 0.03% | 36 | -756 | -3.48% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 20,081 | 2,003 | 0.0% | — | 37 | +20,081 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,262 | 1,925 | 0.0% | 0.0% | 38 | +7,786 | 67.85% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 19,098 | 1,908 | 0.15% | 0.13% | 39 | +2,600 | 15.76% | Q1 2026 | Apr 08, 2026 |
| Timonier Family Office, LTD. | History | No change | 18,441 | 1,859 | 0.59% | 0.59% | 40 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Oak Wealth Advisors LLC | History | No change | 17,393 | 1,738 | 0.95% | 1.01% | 41 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 17,362 | 1,735 | 0.36% | 0.35% | 42 | -200 | -1.14% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 16,279 | 1,637 | 0.25% | 0.2% | 43 | +3,746 | 29.89% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 16,138 | 1,612 | 0.0% | 0.0% | 44 | -1,528 | -8.65% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,832 | 1,582 | 0.0% | 0.0% | 45 | +5,498 | 53.2% | Q1 2026 | May 07, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 15,199 | 1,518 | 0.04% | 0.04% | 46 | +1,192 | 8.51% | Q1 2026 | Apr 14, 2026 |
| Frankly Finances, LLC | History | Added to | 14,819 | 1,481 | 1.34% | 1.34% | 47 | +840 | 6.01% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 14,748 | 1,473 | 0.04% | 0.03% | 48 | +1,212 | 8.95% | Q1 2026 | May 08, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 14,558 | 1,454 | 0.43% | 0.42% | 49 | +79 | 0.55% | Q1 2026 | Apr 22, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 14,500 | 1,449 | 0.76% | 0.51% | 50 | +4,475 | 44.64% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,307 | 1,429 | 0.01% | 0.0% | 51 | +10,556 | 281.42% | Q1 2026 | May 15, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 14,123 | 1,411 | 0.62% | 0.22% | 52 | +9,131 | 182.91% | Q1 2026 | May 05, 2026 |
| Hassell Wealth Management, LLC | History | New | 13,996 | 1,398 | 0.47% | — | 53 | +13,996 | New | Q1 2026 | Apr 30, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 13,825 | 1,381 | 0.88% | 0.88% | 54 | +350 | 2.6% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,800 | 1,379 | 0.02% | 0.02% | 55 | +2,639 | 23.64% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 13,767 | 1,375 | 0.2% | 0.22% | 56 | -1,408 | -9.28% | Q1 2026 | Apr 24, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 13,744 | 1,373 | 0.43% | 0.4% | 57 | +1,091 | 8.62% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,071 | 1,206 | 0.01% | 0.0% | 58 | +338 | 2.88% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,478 | 1,147 | 0.01% | 0.01% | 59 | +2,466 | 27.36% | Q1 2026 | Apr 07, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 11,442 | 1,143 | 0.82% | — | 60 | +11,442 | New | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 11,084 | 1,107 | 0.01% | 0.01% | 61 | -500 | -4.32% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 10,995 | 1,098 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 9,700 | 1,094 | 0.01% | 0.02% | 63 | -26,705 | -73.36% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 10,872 | 1,086 | 0.05% | 0.05% | 65 | +195 | 1.83% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 10,865 | 1,086 | 0.03% | 0.04% | 64 | +56 | 0.52% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10,715 | 1,070 | 0.06% | 0.05% | 66 | +1,960 | 22.39% | Q1 2026 | Apr 20, 2026 |
| Elequin Capital, LP | History | Reduced | 12,361 | 1,052 | 0.09% | 0.11% | 67 | -1,701 | -12.1% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,502 | 1,049 | 0.01% | 0.0% | 68 | +4,596 | 77.82% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,120 | 1,011 | 0.03% | 0.03% | 69 | -99 | -0.97% | Q1 2026 | May 04, 2026 |
| IAM Advisory, LLC | History | Added to | 10,032 | 1,002 | 0.22% | 0.21% | 70 | +446 | 4.65% | Q1 2026 | Apr 10, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 10,026 | 1,001 | 0.46% | 0.51% | 71 | +26 | 0.26% | Q1 2026 | Apr 16, 2026 |
| HBK Sorce Advisory LLC | History | No change | 9,783 | 984 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 9,775 | 976 | 0.78% | 0.84% | 73 | -671 | -6.42% | Q1 2026 | Apr 16, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 9,568 | 956 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 9,189 | 918 | 0.69% | 0.71% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 8,841 | 883 | 0.29% | — | 76 | +8,841 | New | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 8,461 | 845 | 0.01% | — | 77 | +8,461 | New | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | New | 8,380 | 837 | 0.45% | — | 78 | +8,380 | New | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,336 | 833 | 0.01% | 0.0% | 79 | +4,469 | 115.57% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,705 | 770 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Added to | 7,685 | 768 | 0.07% | 0.06% | 81 | +687 | 9.82% | Q1 2026 | May 01, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 7,394 | 740 | 0.31% | 0.27% | 82 | +1,048 | 16.51% | Q1 2026 | Apr 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 7,255 | 725 | 0.02% | 0.01% | 83 | +2,830 | 63.95% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 7,187 | 718 | 0.17% | 0.1% | 84 | +3,406 | 90.08% | Q1 2026 | Apr 21, 2026 |
| Elser Financial Planning, Inc | History | Added to | 7,032 | 703 | 0.03% | 0.51% | 85 | +24 | 0.34% | Q1 2026 | Apr 15, 2026 |
| Cadence Bank | History | No change | 6,922 | 697 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6,922 | 691 | 0.0% | 0.0% | 87 | +6,357 | 1125.13% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,800 | 680 | 0.0% | 0.0% | 88 | +1,000 | 17.24% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | New | 6,382 | 637 | 0.02% | — | 89 | +6,382 | New | Q1 2026 | May 14, 2026 |
| 25 LLC | History | No change | 6,310 | 630 | 0.19% | 0.2% | 90 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,166 | 616 | 0.0% | 0.0% | 91 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,151 | 615 | 0.0% | 0.0% | 92 | +1,935 | 45.9% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,140 | 613 | 0.02% | — | 93 | +6,140 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,052 | 605 | 0.01% | 0.01% | 94 | +844 | 16.21% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,957 | 595 | 0.0% | — | 95 | +5,957 | New | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 5,515 | 551 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthSpring Partners, LLC | History | New | 5,276 | 527 | 0.48% | — | 97 | +5,276 | New | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,260 | 525 | 0.01% | 0.01% | 98 | +26 | 0.5% | Q1 2026 | May 08, 2026 |
| D.B. Root & Company, LLC | History | New | 5,025 | 502 | 0.12% | — | 99 | +5,025 | New | Q1 2026 | May 12, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 4,923 | 492 | 0.05% | — | 100 | +4,923 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 4,529 | 491 | 0.0% | 0.0% | 101 | +1,687 | 59.36% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,855 | 485 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Luminvest Wealth Management LLC | History | No change | 4,782 | 477 | 0.12% | 0.13% | 103 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 4,425 | 442 | 0.32% | 0.18% | 104 | +1,800 | 68.57% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,395 | 439 | 0.01% | 0.02% | 105 | -421 | -8.74% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 4,390 | 438 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,382 | 437 | 0.0% | 0.0% | 107 | +1,421 | 47.99% | Q1 2026 | May 15, 2026 |
| Gordian Advisors LLC | History | No change | 4,313 | 431 | 0.29% | 0.29% | 108 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 4,269 | 426 | 0.0% | 0.01% | 109 | +1,028 | 31.72% | Q1 2026 | May 12, 2026 |
| Symmetry Partners, LLC | History | Added to | 3,901 | 389 | 0.02% | 0.02% | 110 | +469 | 13.67% | Q1 2026 | Apr 27, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 3,834 | 383 | 0.33% | 0.23% | 111 | +1,126 | 41.58% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,827 | 382 | 0.02% | 0.1% | 112 | -400,022 | -99.05% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,791 | 378 | 0.01% | 0.01% | 113 | +1,142 | 43.11% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,776 | 377 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 3,608 | 360 | 0.09% | 0.09% | 115 | +370 | 11.43% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 3,550 | 354 | 0.0% | — | 116 | +3,550 | New | Q1 2026 | May 15, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 3,263 | 326 | 0.04% | 0.11% | 117 | -6,069 | -65.03% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,200 | 319 | 0.0% | 0.0% | 118 | +500 | 18.52% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 3,132 | 312 | 0.0% | — | 119 | +3,132 | New | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,984 | 298 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,961 | 295 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| One Degree Advisors Inc | History | Added to | 2,879 | 287 | 0.08% | 0.07% | 122 | +207 | 7.75% | Q1 2026 | May 01, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 2,819 | 281 | 0.18% | 0.18% | 123 | +119 | 4.41% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 2,781 | 280 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,754 | 275 | 0.0% | 0.0% | 125 | +174 | 6.74% | Q1 2026 | May 05, 2026 |
| Hemenway Trust Co LLC | History | No change | 2,483 | 248 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lakewood Asset Management LLC | History | Added to | 2,370 | 236 | 0.15% | 0.14% | 127 | +35 | 1.5% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 2,245 | 226 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,238 | 223 | 0.1% | 0.09% | 129 | +12 | 0.54% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,164 | 216 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Net Worth Advisory Group | History | Added to | 2,125 | 212 | 0.04% | 0.04% | 131 | +56 | 2.71% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,120 | 211 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wingate Wealth Advisors, Inc. | History | New | 2,053 | 205 | 0.11% | — | 133 | +2,053 | New | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,025 | 202 | 0.0% | — | 134 | +2,025 | New | Q1 2026 | May 01, 2026 |
| KOM Wealth Management Group, LLC | History | New | 2,006 | 200 | 0.14% | — | 135 | +2,006 | New | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,716 | 171 | 0.0% | — | 136 | +1,716 | New | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,500 | 149 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 1,250 | 124 | 0.01% | — | 139 | +1,250 | New | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 1,250 | 124 | 0.0% | 0.0% | 138 | +250 | 25.0% | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | Added to | 1,115 | 111 | 0.05% | 0.05% | 140 | +6 | 0.54% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,005 | 100 | 0.01% | 0.0% | 141 | +604 | 150.62% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 878 | 87 | 0.01% | 0.01% | 142 | +50 | 6.04% | Q1 2026 | Apr 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 868 | 86 | 0.01% | 0.01% | 143 | +206 | 31.12% | Q1 2026 | Apr 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 819 | 81 | 0.0% | 0.0% | 144 | +238 | 40.96% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | New | 683 | 68 | 0.0% | — | 145 | +683 | New | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | Added to | 508 | 50 | 0.03% | 0.03% | 146 | +3 | 0.59% | Q1 2026 | May 18, 2026 |
| FMR LLC | History | Added to | 405 | 40 | 0.0% | 0.0% | 147 | +373 | 1165.63% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 403 | 40 | 0.0% | 0.0% | 148 | +1 | 0.25% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | New | 295 | 29 | 0.0% | — | 149 | +295 | New | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 247 | 24 | 0.0% | 0.01% | 150 | -416 | -62.75% | Q1 2026 | May 01, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 146 | 14 | 0.0% | — | 151 | +146 | New | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | New | 101 | 10 | 0.0% | — | 152 | +101 | New | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,994 | 7 | 0.0% | 0.0% | 153 | -275 | -3.33% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 65 | 6 | 0.0% | — | 154 | +65 | New | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 30 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -13,175 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,200 | -100.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,011 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,384 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,356 | -100.0% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,477 | -100.0% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,094 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Narus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Dempze Nancy E | History | Closed out | 0 | 0 | — | 0.1% | — | -1,994 | -100.0% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,985 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,450 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -407 | -100.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |