VANGUARD MUNICIPAL BOND FUNDS - VTEI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,195,778 | 221,400 | 19.35% | 19.89% | 1 | +22,650 | 1.04% | Q4 2025 | Jan 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 403,849 | 40,720 | 0.1% | 0.07% | 2 | +125,479 | 45.08% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 308,659 | 31,122 | 0.01% | 0.01% | 3 | -14,220 | -4.4% | Q4 2025 | Feb 10, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 236,654 | 23,861 | 0.79% | 0.85% | 4 | +1,436 | 0.61% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 224,657 | 22,652 | 0.02% | 0.02% | 5 | +12,392 | 5.84% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 205,871 | 20,757 | 0.03% | 0.02% | 6 | +24,320 | 13.4% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 187,165 | 18,871 | 0.02% | 0.02% | 7 | +11,890 | 6.78% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 162,266 | 16,361 | 3.14% | 3.5% | 8 | -2,966 | -1.8% | Q4 2025 | Jan 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 159,973 | 16,130 | 0.45% | 0.49% | 9 | -9,005 | -5.33% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 133,769 | 13,487 | 0.0% | 0.0% | 10 | +22,806 | 20.55% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 131,334 | 13,242 | 0.09% | 0.09% | 11 | +13,808 | 11.75% | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 103,450 | 10,430 | 2.32% | 1.57% | 12 | +30,778 | 42.35% | Q4 2025 | Jan 16, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 91,133 | 9,188 | 0.85% | 0.86% | 13 | -449 | -0.49% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 64,754 | 6,529 | 0.16% | 0.12% | 14 | +19,874 | 44.28% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | New | 59,757 | 6,025 | 0.05% | — | 15 | +59,757 | New | Q4 2025 | Jan 26, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 59,479 | 5,997 | 2.71% | 2.37% | 16 | +7,201 | 13.77% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Reduced | 54,042 | 5,449 | 0.06% | 0.06% | 17 | -1,815 | -3.25% | Q4 2025 | Feb 05, 2026 |
| Apella Capital, LLC | History | New | 52,050 | 5,248 | 0.1% | — | 18 | +52,050 | New | Q4 2025 | Jan 21, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 49,885 | 5,029 | 3.47% | 3.47% | 19 | -210 | -0.42% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 43,910 | 4,427 | 0.0% | 0.0% | 20 | +4,822 | 12.34% | Q4 2025 | Feb 11, 2026 |
| S.A. Mason LLC | History | Added to | 43,061 | 4,341 | 1.72% | 0.2% | 21 | +38,561 | 856.91% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,908 | 3,923 | 0.0% | 0.0% | 22 | +22,154 | 132.23% | Q4 2025 | Feb 17, 2026 |
| First Financial Bank - Trust Division | History | Added to | 37,288 | 3,759 | 0.31% | 0.24% | 23 | +8,937 | 31.52% | Q4 2025 | Jan 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 37,241 | 3,755 | 0.22% | 0.2% | 24 | +3,438 | 10.17% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 36,405 | 3,670 | 0.02% | 0.0% | 25 | +34,369 | 1688.06% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,695 | 3,397 | 0.0% | 0.0% | 26 | +14,205 | 72.88% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,593 | 3,387 | 0.0% | 0.0% | 27 | -13,506 | -28.68% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,030 | 3,229 | 0.0% | 0.0% | 28 | +11,952 | 59.53% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 22,826 | 2,301 | 0.0% | — | 29 | +22,826 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 22,560 | 2,274 | 0.9% | 0.86% | 30 | +3,316 | 17.23% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,747 | 2,192 | 0.03% | 0.02% | 31 | +7,847 | 56.45% | Q4 2025 | Feb 02, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 20,912 | 2,108 | 0.12% | 0.12% | 32 | +663 | 3.27% | Q4 2025 | Feb 02, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 18,441 | 1,859 | 0.59% | 0.62% | 33 | -365 | -1.94% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 17,741 | 1,788 | 0.0% | 0.0% | 34 | +1,737 | 10.85% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 17,666 | 1,781 | 0.0% | — | 35 | +17,666 | New | Q4 2025 | Feb 11, 2026 |
| Paragon Capital Management Ltd | History | Added to | 17,562 | 1,770 | 0.35% | 0.33% | 36 | +115 | 0.66% | Q4 2025 | Jan 22, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 17,393 | 1,753 | 1.01% | 0.71% | 37 | +5,158 | 42.16% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,498 | 1,663 | 0.13% | 0.13% | 38 | +581 | 3.65% | Q4 2025 | Jan 09, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 15,175 | 1,545 | 0.22% | 0.19% | 39 | +3,626 | 31.4% | Q4 2025 | Feb 11, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 14,479 | 1,459 | 0.42% | 0.38% | 40 | +125 | 0.87% | Q4 2025 | Feb 06, 2026 |
| Elequin Capital, LP | History | New | 14,062 | 1,417 | 0.11% | — | 41 | +14,062 | New | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 14,007 | 1,412 | 0.04% | 0.04% | 42 | +399 | 2.93% | Q4 2025 | Jan 16, 2026 |
| Frankly Finances, LLC | History | New | 13,979 | 1,409 | 1.22% | — | 43 | +13,979 | New | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 13,536 | 1,364 | 0.03% | 0.03% | 44 | +2,470 | 22.32% | Q4 2025 | Feb 04, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 13,475 | 1,358 | 0.88% | 0.92% | 45 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,175 | 1,328 | 0.08% | 0.07% | 46 | +27 | 0.21% | Q4 2025 | Feb 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 12,653 | 1,275 | 0.4% | 0.37% | 47 | +3,875 | 44.14% | Q4 2025 | Jan 08, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 12,533 | 1,264 | 0.2% | 0.19% | 48 | +840 | 7.18% | Q4 2025 | Jan 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,733 | 1,183 | 0.0% | 0.0% | 49 | +294 | 2.57% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 11,584 | 1,168 | 0.01% | 0.01% | 50 | +993 | 9.38% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,476 | 1,157 | 0.0% | 0.0% | 51 | +3,791 | 49.33% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,161 | 1,125 | 0.02% | 0.02% | 52 | +4,148 | 59.15% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,995 | 1,108 | 0.05% | 0.04% | 53 | +1,395 | 14.53% | Q4 2025 | Jan 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,809 | 1,090 | 0.04% | — | 54 | +10,809 | New | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 10,677 | 1,076 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 10,446 | 1,053 | 0.84% | 1.13% | 56 | -3,630 | -25.79% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,334 | 1,041 | 0.0% | 0.0% | 57 | +6,427 | 164.5% | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 10,219 | 1,030 | 0.03% | 0.04% | 58 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 10,025 | 1,010 | 0.51% | 0.46% | 59 | +1,400 | 16.23% | Q4 2025 | Jan 23, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 10,000 | 1,008 | 0.51% | — | 60 | +10,000 | New | Q4 2025 | Jan 08, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,783 | 996 | 0.02% | 0.02% | 61 | +1,489 | 17.95% | Q4 2025 | Feb 09, 2026 |
| IAM Advisory, LLC | History | New | 9,586 | 966 | 0.21% | — | 62 | +9,586 | New | Q4 2025 | Jan 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 9,568 | 964 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | New | 9,332 | 947 | 0.11% | — | 64 | +9,332 | New | Q4 2025 | Feb 13, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 9,189 | 926 | 0.71% | 0.66% | 65 | +931 | 11.27% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,139 | 921 | 0.0% | 0.0% | 66 | -83,281 | -90.11% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,012 | 908 | 0.01% | 0.02% | 67 | -1,231 | -12.02% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 8,755 | 882 | 0.05% | 0.03% | 68 | +3,180 | 57.04% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,269 | 833 | 0.0% | 0.0% | 69 | +3,543 | 74.97% | Q4 2025 | Feb 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,705 | 777 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elser Financial Planning, Inc | History | Added to | 7,008 | 706 | 0.51% | 0.78% | 71 | +522 | 8.05% | Q4 2025 | Jan 15, 2026 |
| Rossmore Private Capital | History | New | 6,998 | 705 | 0.06% | — | 72 | +6,998 | New | Q4 2025 | Feb 05, 2026 |
| Cadence Bank | History | Added to | 6,922 | 697 | 0.04% | 0.02% | 73 | +3,463 | 100.12% | Q4 2025 | Jan 30, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 6,346 | 639 | 0.27% | 0.13% | 74 | +3,474 | 120.96% | Q4 2025 | Jan 26, 2026 |
| 25 LLC | History | Added to | 6,310 | 636 | 0.2% | 0.21% | 75 | +26 | 0.41% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,165 | 621 | 0.0% | 0.0% | 76 | +5 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,906 | 595 | 0.0% | 0.01% | 77 | +850 | 16.81% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,800 | 586 | 0.0% | 0.0% | 78 | +2,000 | 52.63% | Q4 2025 | Jan 08, 2026 |
| Crews Bank & Trust | History | Added to | 5,515 | 556 | 0.08% | 0.06% | 79 | +1,165 | 26.78% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,234 | 527 | 0.01% | 0.01% | 80 | +54 | 1.04% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,208 | 525 | 0.01% | 0.0% | 81 | +2,066 | 65.75% | Q4 2025 | Feb 02, 2026 |
| KEYVANTAGE WEALTH, LLC | History | New | 4,992 | 503 | 0.22% | — | 82 | +4,992 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,855 | 489 | 0.02% | 0.02% | 83 | +26 | 0.54% | Q4 2025 | Jan 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,816 | 485 | 0.02% | 0.01% | 84 | +3,191 | 196.37% | Q4 2025 | Feb 06, 2026 |
| Luminvest Wealth Management LLC | History | No change | 4,782 | 482 | 0.13% | 0.16% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ALESCO ADVISORS LLC | History | New | 4,425 | 446 | 0.01% | — | 86 | +4,425 | New | Q4 2025 | Jan 28, 2026 |
| SCS Capital Management LLC | History | No change | 4,390 | 442 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gordian Advisors LLC | History | No change | 4,313 | 434 | 0.29% | 0.29% | 88 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,216 | 425 | 0.0% | — | 89 | +4,216 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | No change | 4,200 | 423 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,011 | 404 | 0.02% | 0.02% | 91 | +1,486 | 58.85% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,867 | 389 | 0.0% | 0.0% | 92 | +422 | 12.25% | Q4 2025 | Jan 29, 2026 |
| Sequent Planning LLC | History | New | 3,781 | 381 | 0.1% | — | 94 | +3,781 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,776 | 381 | 0.0% | 0.0% | 93 | +1,550 | 69.63% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,751 | 378 | 0.0% | 0.0% | 95 | +1,154 | 44.44% | Q4 2025 | Feb 18, 2026 |
| Symmetry Partners, LLC | History | New | 3,432 | 346 | 0.02% | — | 96 | +3,432 | New | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 3,384 | 341 | 0.0% | — | 97 | +3,384 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 3,356 | 338 | 0.0% | — | 98 | +3,356 | New | Q4 2025 | Mar 25, 2026 |
| Independent Advisor Alliance | History | New | 3,241 | 326 | 0.01% | — | 99 | +3,241 | New | Q4 2025 | Feb 04, 2026 |
| 55 North Private Wealth, LLC | History | New | 3,238 | 326 | 0.09% | — | 100 | +3,238 | New | Q4 2025 | Jan 27, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,984 | 300 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,961 | 298 | 0.0% | 0.0% | 102 | -5,466 | -64.86% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,961 | 298 | 0.0% | 0.0% | 103 | +22 | 0.75% | Q4 2025 | Mar 09, 2026 |
| Focus Partners Wealth | History | New | 2,842 | 286 | 0.0% | — | 104 | +2,842 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,781 | 282 | 0.01% | — | 105 | +2,781 | New | Q4 2025 | Jan 28, 2026 |
| Donalies Financial Planning, LLC | History | New | 2,708 | 273 | 0.23% | — | 106 | +2,708 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 2,700 | 272 | 0.0% | — | 107 | +2,700 | New | Q4 2025 | Jan 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 2,700 | 272 | 0.18% | 0.19% | 108 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| One Degree Advisors Inc | History | New | 2,672 | 269 | 0.07% | — | 109 | +2,672 | New | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,649 | 267 | 0.01% | — | 110 | +2,649 | New | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 2,625 | 264 | 0.18% | — | 111 | +2,625 | New | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,580 | 260 | 0.0% | — | 112 | +2,580 | New | Q4 2025 | Jan 29, 2026 |
| Hemenway Trust Co LLC | History | No change | 2,483 | 250 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Allocation Strategies LLC | History | New | 2,477 | 249 | 0.05% | — | 114 | +2,477 | New | Q4 2025 | Feb 13, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 2,335 | 235 | 0.14% | 0.16% | 115 | -304 | -11.52% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 2,245 | 226 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,226 | 224 | 0.09% | 0.1% | 117 | +23 | 1.04% | Q4 2025 | Jan 21, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 2,164 | 219 | 0.02% | — | 118 | +2,164 | New | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,120 | 213 | 0.03% | 0.02% | 119 | +991 | 87.78% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,094 | 211 | 0.01% | 0.0% | 120 | -208 | -9.04% | Q4 2025 | Feb 11, 2026 |
| Net Worth Advisory Group | History | New | 2,069 | 208 | 0.04% | — | 121 | +2,069 | New | Q4 2025 | Jan 14, 2026 |
| Dempze Nancy E | History | New | 1,994 | 201 | 0.1% | — | 122 | +1,994 | New | Q4 2025 | Feb 17, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,000 | 201 | 0.06% | 0.05% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | New | 1,985 | 200 | 0.0% | — | 124 | +1,985 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,500 | 151 | 0.0% | — | 125 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,450 | 146 | 0.0% | — | 126 | +1,450 | New | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Added to | 1,109 | 111 | 0.05% | 0.05% | 127 | +12 | 1.09% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | New | 1,000 | 100 | 0.0% | — | 128 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 828 | 83 | 0.01% | 0.01% | 129 | +99 | 13.58% | Q4 2025 | Jan 16, 2026 |
| WealthShield Partners, LLC | History | New | 663 | 66 | 0.01% | — | 131 | +663 | New | Q4 2025 | Feb 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 662 | 66 | 0.01% | 0.0% | 130 | +355 | 115.64% | Q4 2025 | Jan 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 581 | 58 | 0.0% | 0.0% | 132 | +6 | 1.04% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 565 | 56 | 0.0% | — | 133 | +565 | New | Q4 2025 | Feb 09, 2026 |
| Graney & King, LLC | History | Added to | 505 | 50 | 0.03% | 0.03% | 134 | +5 | 1.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 407 | 41 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | New | 401 | 40 | 0.0% | — | 136 | +401 | New | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | Added to | 402 | 40 | 0.0% | 0.0% | 137 | +50 | 14.2% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | New | 227 | 23 | 0.0% | — | 138 | +227 | New | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Reduced | 30 | 3 | 0.0% | 0.0% | 140 | -200 | -86.96% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Reduced | 32 | 3 | 0.0% | 0.0% | 139 | -6 | -15.79% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | New | 19 | 1 | 0.0% | — | 141 | +19 | New | Q4 2025 | Feb 13, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -19,244 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,341 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,525 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,109 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Architects, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,000 | -100.0% | Q3 2025 | Oct 20, 2025 |