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 | No change | 2,386,124 | 240,926 | 16.8% | 16.8% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 578,161 | 55,124 | 0.66% | 0.69% | 2 | +16,580 | 2.95% | Q3 2026 | Oct 05, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 414,611 | 41,863 | 0.28% | 0.28% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 383,067 | 38,678 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 334,859 | 33,810 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 246,117 | 24,850 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 240,333 | 24,266 | 0.7% | 0.7% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 236,290 | 23,858 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 203,435 | 20,540 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 187,307 | 18,912 | 0.47% | 0.47% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEEDS INVESTOR LLC | History | No change | 163,498 | 16,508 | 1.7% | 1.7% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 146,836 | 14,826 | 4.62% | 4.62% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 139,584 | 14,093 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aspire Private Capital, LLC | History | No change | 137,153 | 13,848 | 2.86% | 2.86% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 126,352 | 12,757 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Financial Bank - Trust Division | History | Added to | 110,872 | 10,571 | 0.76% | 0.63% | 16 | +23,817 | 27.36% | Q3 2026 | Oct 01, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 94,424 | 9,533 | 3.61% | 3.61% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 82,138 | 7,831 | 0.62% | 0.64% | 18 | +713 | 0.88% | Q3 2026 | Oct 05, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 73,232 | 7,394 | 2.92% | 2.92% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 67,449 | 6,810 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 65,926 | 6,653 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 64,478 | 6,510 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| S.A. Mason LLC | History | No change | 63,407 | 6,402 | 1.97% | 1.97% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 60,901 | 6,149 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 55,973 | 5,651 | 0.28% | 0.28% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hassell Wealth Management, LLC | History | No change | 52,922 | 5,318 | 1.63% | 1.63% | 26 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apella Capital, LLC | History | Reduced | 55,528 | 5,280 | 0.07% | 0.08% | 27 | -36 | -0.06% | Q3 2026 | Oct 08, 2026 |
| Seed Wealth Management, Inc. | History | No change | 49,335 | 4,981 | 3.15% | 3.15% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 48,007 | 4,847 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 39,323 | 3,970 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,313 | 3,868 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verus Financial Partners, Inc. | History | No change | 37,425 | 3,778 | 0.32% | 0.32% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,041 | 3,235 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 27,367 | 2,763 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 24,004 | 2,423 | 0.9% | 0.9% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,922 | 2,314 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 22,470 | 2,268 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 21,278 | 2,148 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Timonier Family Office, LTD. | History | No change | 20,803 | 2,100 | 0.59% | 0.59% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassilly Financial Group LLC | History | New | 21,927 | 2,090 | 1.4% | — | 40 | +21,927 | New | Q3 2026 | Oct 07, 2026 |
| Elser Financial Planning, Inc | History | No change | 19,952 | 2,014 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,682 | 1,987 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Frankly Finances, LLC | History | No change | 19,295 | 1,948 | 1.54% | 1.54% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elequin Capital, LP | History | No change | 18,378 | 1,855 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 17,494 | 1,766 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,257 | 1,742 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oak Wealth Advisors LLC | History | No change | 17,194 | 1,736 | 0.83% | 0.83% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 17,695 | 1,687 | 0.04% | 0.04% | 48 | +1,058 | 6.36% | Q3 2026 | Oct 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 16,641 | 1,667 | 0.24% | 0.24% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paragon Capital Management Ltd | History | No change | 16,371 | 1,652 | 0.31% | 0.31% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 16,295 | 1,645 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,191 | 1,639 | 0.11% | 0.11% | 52 | +21 | 0.12% | Q3 2026 | Oct 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 15,812 | 1,596 | 0.45% | 0.45% | 53 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compound Planning, Inc. | History | No change | 15,119 | 1,526 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 14,475 | 1,461 | 0.94% | 0.94% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 14,313 | 1,445 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freedom Investment Management, Inc. | History | No change | 14,309 | 1,444 | 0.4% | 0.4% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 14,064 | 1,420 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 13,976 | 1,411 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 13,775 | 1,390 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,682 | 1,381 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard National Trust Co | History | No change | 13,606 | 1,373 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,498 | 1,362 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sheridan Capital Management, LLC | History | No change | 12,025 | 1,214 | 0.58% | 0.58% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 11,599 | 1,164 | 0.66% | 0.66% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 11,084 | 1,119 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 10,995 | 1,110 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 10,872 | 1,095 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10,715 | 1,081 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Waverly Advisors, LLC | History | No change | 10,481 | 1,058 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,440 | 1,054 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,397 | 1,050 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAM Advisory, LLC | History | No change | 10,155 | 1,025 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,133 | 1,023 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 10,120 | 1,021 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 10,103 | 1,020 | 0.4% | 0.4% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HBK Sorce Advisory LLC | History | No change | 9,783 | 971 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 9,568 | 966 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 9,325 | 941 | 0.69% | 0.69% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 9,189 | 927 | 0.61% | 0.61% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 8,841 | 892 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,500 | 858 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 8,462 | 854 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 8,377 | 845 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tribridge Partners Financial LLC | History | No change | 8,268 | 821 | 0.32% | 0.32% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,718 | 779 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,705 | 778 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossmore Private Capital | History | No change | 7,685 | 775 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,662 | 773 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,741 | 766 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,824 | 690 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,844 | 687 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 55 North Private Wealth, LLC | History | No change | 6,377 | 643 | 0.13% | 0.13% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,366 | 642 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,927 | 598 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,856 | 591 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.B. Root & Company, LLC | History | No change | 5,765 | 582 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Financial Network, LLC | History | No change | 5,598 | 565 | 0.39% | 0.39% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Crews Bank & Trust | History | No change | 5,515 | 556 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 5,425 | 547 | 0.36% | 0.36% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,403 | 545 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,301 | 535 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthSpring Partners, LLC | History | No change | 5,282 | 533 | 0.46% | 0.46% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 5,224 | 527 | 0.37% | 0.37% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,067 | 511 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,015 | 506 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,872 | 491 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Luminvest Wealth Management LLC | History | No change | 4,782 | 482 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 4,767 | 481 | 0.21% | 0.21% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independent Advisor Alliance | History | No change | 4,742 | 478 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Symmetry Partners, LLC | History | No change | 4,730 | 477 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 4,705 | 475 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 4,593 | 463 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Donalies Financial Planning, LLC | History | No change | 4,490 | 453 | 0.33% | 0.33% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 4,484 | 452 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 4,429 | 447 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | No change | 4,390 | 443 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,375 | 441 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,344 | 438 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gordian Advisors LLC | History | No change | 4,313 | 435 | 0.26% | 0.26% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,100 | 413 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,969 | 400 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,833 | 387 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,776 | 381 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 25 LLC | History | No change | 3,775 | 381 | 0.1% | 0.1% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 3,715 | 375 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 3,156 | 318 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,984 | 301 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,978 | 300 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,961 | 298 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 2,820 | 284 | 0.14% | 0.14% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| One Degree Advisors Inc | History | No change | 2,792 | 281 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MB Generational Wealth, LLC | History | No change | 2,723 | 274 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Worth Asset Management, LLC | History | Reduced | 2,859 | 272 | 0.08% | 0.09% | 134 | -72 | -2.46% | Q3 2026 | Oct 07, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 2,819 | 268 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| GeoWealth Management, LLC | History | No change | 2,579 | 260 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hemenway Trust Co LLC | History | No change | 2,483 | 250 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,427 | 245 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 2,402 | 242 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakewood Asset Management LLC | History | No change | 2,391 | 241 | 0.13% | 0.13% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 2,373 | 239 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,373 | 239 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westfuller Advisors, LLC | History | No change | 2,255 | 227 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,200 | 222 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 2,063 | 208 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 2,022 | 204 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,015 | 203 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | No change | 2,009 | 202 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dempze Nancy E | History | No change | 1,994 | 201 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,000 | 201 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 1,969 | 198 | 0.1% | 0.1% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,795 | 181 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,716 | 173 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,585 | 160 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlatl Advisers LLC | History | No change | 1,562 | 157 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,500 | 151 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 1,488 | 141 | 0.01% | 0.01% | 157 | +213 | 16.71% | Q3 2026 | Oct 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,250 | 126 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,120 | 113 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,012 | 102 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 825 | 83 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trust Co | History | No change | 527 | 53 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Graney & King, LLC | History | No change | 512 | 51 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 492 | 49 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 347 | 34 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 247 | 24 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 230 | 23 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 159 | 16 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 138 | 13 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 107 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 65 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 56 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 48 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 40 | 4 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |