VANGUARD WHITEHALL FUNDS - VYMI

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.
Showing first 300 of 889 rows for faster page load. Load all rows.
Rows: 0
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 6,660,700 654,080 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 6,351,629 623,729 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,269,527 419,267 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
Orgel Wealth Management, LLC History No change 3,084,964 302,943 5.75% 5.75% 4 0 0.0% Q2 2026 Jul 13, 2026
LPL Financial LLC History No change 2,888,314 283,632 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,800,924 275,050 0.06% 0.06% 6 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,797,471 273,627 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,491,771 244,691 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,335,889 229,322 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,983,451 194,776 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,813,467 178,081 0.27% 0.27% 11 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,709,221 167,845 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 1,530,507 150,295 4.3% 4.3% 13 0 0.0% Q2 2026 Jul 22, 2026
Mariner, LLC History No change 962,375 94,506 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 854,674 83,929 0.08% 0.08% 15 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 721,215 70,823 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 675,900 66,373 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial Wealth Advisors, LLC History No change 670,311 65,824 8.42% 8.42% 18 0 0.0% Q2 2026 Jul 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 653,380 64,161 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 622,475 61,126 0.36% 0.36% 20 0 0.0% Q2 2026 Aug 17, 2026
FOSTER & MOTLEY INC History No change 613,923 60,287 2.77% 2.77% 21 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 568,850 55,884 0.07% 0.07% 22 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 478,114 46,950 0.06% 0.06% 23 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 477,136 46,874 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
Hilton Capital Management, LLC History No change 467,617 45,919 3.12% 3.12% 25 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 458,817 45,055 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 19, 2026
TRUIST FINANCIAL CORP History No change 428,595 42,088 0.05% 0.05% 27 0 0.0% Q2 2026 Jul 28, 2026
Barry Investment Advisors, LLC History No change 425,601 41,794 8.74% 8.74% 28 0 0.0% Q2 2026 Jul 09, 2026
Capital Advantage, Inc. History No change 415,485 40,800 4.98% 4.98% 29 0 0.0% Q2 2026 Jul 13, 2026
Focus Partners Wealth History No change 377,479 37,068 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 12, 2026
LS Investment Advisors, LLC History No change 370,210 36,354 4.93% 4.93% 31 0 0.0% Q2 2026 Jul 21, 2026
Janney Montgomery Scott LLC History No change 368,566 36,193 0.07% 0.07% 32 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 352,577 34,622 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 345,385 33,916 0.07% 0.07% 34 0 0.0% Q2 2026 Aug 07, 2026
BURNS J W & CO INC/NY History No change 334,655 32,863 3.43% 3.43% 35 0 0.0% Q2 2026 Jul 15, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 328,775 32,285 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Wealth, LLC History No change 315,871 31,018 5.68% 5.68% 37 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 312,298 30,667 0.05% 0.05% 38 0 0.0% Q2 2026 Jul 30, 2026
FIRST HAWAIIAN BANK History No change 304,625 29,914 3.79% 3.79% 39 0 0.0% Q2 2026 Jul 13, 2026
NorthRock Partners, LLC History No change 299,797 29,440 0.43% 0.43% 40 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 296,816 29,147 0.07% 0.07% 41 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 290,148 28,492 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 288,795 28,359 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 286,697 28,153 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 18, 2026
BANK OF HAWAII History No change 284,828 27,970 1.38% 1.38% 45 0 0.0% Q2 2026 Aug 13, 2026
SWAN Capital LLC History No change 283,514 27,841 9.53% 9.53% 46 0 0.0% Q2 2026 Aug 13, 2026
Strategic Point Investment Advisors, LLC History No change 253,656 24,908 3.25% 3.25% 47 0 0.0% Q2 2026 Jul 08, 2026
New England Private Wealth Advisors LLC History No change 241,179 24,513 2.37% 2.37% 48 0 0.0% Q2 2026 Aug 04, 2026
Main Line Retirement Advisors, LLC History No change 247,065 24,261 11.12% 11.12% 49 0 0.0% Q2 2026 Jul 30, 2026
AAF Wealth Management, LLC History No change 241,414 23,706 8.74% 8.74% 50 0 0.0% Q2 2026 Jul 17, 2026
Joel Isaacson & Co., LLC History No change 233,051 22,885 0.66% 0.66% 51 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 227,366 22,327 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 27, 2026
CITIGROUP INC History No change 222,710 21,870 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 03, 2026
KWMG, LLC History No change 221,556 21,756 1.57% 1.57% 54 0 0.0% Q2 2026 Jul 08, 2026
Pathstone Holdings, LLC History No change 214,812 21,094 0.06% 0.06% 55 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 213,770 20,992 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
Ackerman Capital Advisors, LLC History No change 209,764 20,598 4.15% 4.15% 57 0 0.0% Q2 2026 Jul 30, 2026
American Investment Services, Inc. History No change 206,897 20,317 4.29% 4.29% 58 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 200,019 19,641 0.11% 0.11% 59 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 192,187 18,872 0.25% 0.25% 60 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 189,310 18,590 0.33% 0.33% 61 0 0.0% Q2 2026 Jul 14, 2026
Vanguard National Trust Co History No change 188,025 18,464 1.01% 1.01% 62 0 0.0% Q2 2026 Aug 13, 2026
Tull Financial Group, Inc. History No change 185,302 18,196 7.12% 7.12% 63 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 180,311 17,706 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Advisors, LLC History No change 178,258 17,504 3.09% 3.09% 65 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 177,024 17,383 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
Arkos Global Advisors History No change 175,499 17,234 2.04% 2.04% 67 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 172,421 16,931 0.21% 0.21% 68 0 0.0% Q2 2026 Aug 18, 2026
Capital Advisors Wealth Management, LLC History No change 168,070 16,504 1.94% 1.94% 69 0 0.0% Q2 2026 Jul 23, 2026
Meeder Advisory Services, Inc. History No change 167,842 16,482 0.6% 0.6% 70 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Group, LLC / IL History No change 165,256 16,228 3.96% 3.96% 71 0 0.0% Q2 2026 Jul 30, 2026
Gotham Asset Management, LLC History No change 163,055 16,012 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 161,663 15,875 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 160,656 15,776 0.19% 0.19% 74 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 160,564 15,767 0.08% 0.08% 75 0 0.0% Q2 2026 Sep 23, 2026
Kestra Advisory Services, LLC History No change 160,130 15,724 0.05% 0.05% 76 0 0.0% Q2 2026 Jul 28, 2026
Moran Wealth Management, LLC History No change 158,397 15,554 0.42% 0.42% 77 0 0.0% Q2 2026 Aug 05, 2026
Human Investing LLC History No change 157,495 15,465 2.01% 2.01% 78 0 0.0% Q2 2026 Jul 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 153,037 15,028 0.2% 0.2% 79 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 152,168 14,942 0.75% 0.75% 80 0 0.0% Q2 2026 Jul 16, 2026
WEST BANCORPORATION INC History No change 147,657 14,499 6.2% 6.2% 81 0 0.0% Q2 2026 Jul 23, 2026
Regal Investment Advisors LLC History No change 146,556 14,391 0.75% 0.75% 82 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 145,328 14,271 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Prentice Wealth Management LLC History No change 144,123 14,152 2.92% 2.92% 84 0 0.0% Q2 2026 Jul 15, 2026
REGIMEN WEALTH, LLC History No change 143,731 14,114 3.8% 3.8% 85 0 0.0% Q2 2026 Aug 05, 2026
Financial Perspectives, Inc History No change 143,597 14,101 3.43% 3.43% 86 0 0.0% Q2 2026 Jul 24, 2026
Buska Wealth Management, LLC History No change 142,542 13,997 5.05% 5.05% 87 0 0.0% Q2 2026 Jul 10, 2026
Wedmont Private Capital History No change 138,786 13,957 0.38% 0.38% 88 0 0.0% Q2 2026 Jul 13, 2026
Procyon Advisors, LLC History No change 141,832 13,927 0.6% 0.6% 89 0 0.0% Q2 2026 Jul 09, 2026
Sanctuary Advisors, LLC History No change 141,191 13,864 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 140,798 13,826 2.38% 2.38% 91 0 0.0% Q2 2026 Jul 02, 2026
Family Investment Center, Inc. History No change 139,946 13,742 2.28% 2.28% 92 0 0.0% Q2 2026 Jul 23, 2026
Kraft, Davis & Associates, LLC History No change 137,555 13,666 2.85% 2.85% 93 0 0.0% Q2 2026 Jul 09, 2026
Orion Porfolio Solutions, LLC History No change 138,316 13,582 0.1% 0.1% 94 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 137,666 13,518 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 12, 2026
Unison Advisors LLC History No change 136,603 13,414 0.94% 0.94% 96 0 0.0% Q2 2026 Jul 22, 2026
Markowski Investments History No change 136,539 13,408 2.95% 2.95% 97 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 131,662 12,929 0.14% 0.14% 98 0 0.0% Q2 2026 Jul 29, 2026
EQUITABLE TRUST CO History No change 131,252 12,888 0.54% 0.54% 99 0 0.0% Q2 2026 Jul 23, 2026
SWEENEY & MICHEL, LLC History No change 122,274 12,844 3.37% 3.37% 100 0 0.0% Q2 2026 Aug 10, 2026
RTD Financial Advisors, Inc. History No change 129,933 12,759 1.39% 1.39% 101 0 0.0% Q2 2026 Jul 13, 2026
MGO ONE SEVEN LLC History No change 125,854 12,358 0.2% 0.2% 102 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 125,110 12,285 0.15% 0.15% 103 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Investment Group, LLC History No change 123,648 12,142 1.47% 1.47% 104 0 0.0% Q2 2026 Aug 04, 2026
Wealthfront Advisers LLC History No change 123,211 12,099 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 07, 2026
CROBAN History No change 120,219 11,805 5.2% 5.2% 106 0 0.0% Q2 2026 Aug 03, 2026
Drucker Wealth 3.0, LLC History No change 119,199 11,705 1.85% 1.85% 107 0 0.0% Q2 2026 Jul 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 117,219 11,510 1.17% 1.17% 108 0 0.0% Q2 2026 Aug 13, 2026
Eagle Strategies LLC History No change 115,297 11,322 1.13% 1.13% 109 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 115,062 11,299 0.11% 0.11% 110 0 0.0% Q2 2026 Jul 28, 2026
REBALANCE, LLC History No change 113,432 11,138 0.58% 0.58% 111 0 0.0% Q2 2026 Jul 16, 2026
Troutman Wealth Management, LLC History No change 112,800 11,076 8.52% 8.52% 112 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 112,087 11,006 0.13% 0.13% 113 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY TRUST CO History No change 111,094 10,909 0.12% 0.12% 114 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History No change 110,436 10,844 1.25% 1.25% 115 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 110,079 10,809 0.05% 0.05% 116 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 106,103 10,419 0.08% 0.08% 117 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 105,505 10,360 0.11% 0.11% 118 0 0.0% Q2 2026 Jul 28, 2026
MARATHON CAPITAL MANAGEMENT History No change 104,752 10,286 2.08% 2.08% 119 0 0.0% Q2 2026 Jul 22, 2026
Mountain Capital Investment Advisors Inc. History No change 104,627 10,274 1.46% 1.46% 120 0 0.0% Q2 2026 Jul 14, 2026
Quaker Wealth Management, LLC History No change 102,932 10,107 2.94% 2.94% 121 0 0.0% Q2 2026 Jul 24, 2026
MAI Capital Management History No change 100,298 9,849 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 98,988 9,720 0.17% 0.17% 123 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Bank Trust Department History No change 96,267 9,453 1.17% 1.17% 124 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 96,011 9,428 0.18% 0.18% 125 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 95,139 9,342 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 11, 2026
BCS Wealth Management History No change 94,636 9,293 1.67% 1.67% 127 0 0.0% Q2 2026 Jul 16, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 93,732 9,204 1.53% 1.53% 128 0 0.0% Q2 2026 Jul 21, 2026
Angeles Investment Advisors, LLC History No change 93,500 9,181 0.55% 0.55% 129 0 0.0% Q2 2026 Jul 22, 2026
Lebenthal Global Advisors, LLC History No change 93,497 9,181 1.24% 1.24% 130 0 0.0% Q2 2026 Jul 30, 2026
Cherry Tree Wealth Management, LLC History No change 92,795 9,112 1.71% 1.71% 131 0 0.0% Q2 2026 Sep 15, 2026
ADG Wealth Management Group, LLC History No change 92,768 9,109 5.78% 5.78% 132 0 0.0% Q2 2026 Jul 27, 2026
Ariston Services Group History No change 90,421 8,879 4.9% 4.9% 133 0 0.0% Q2 2026 Jul 27, 2026
Guardian Financial Partners, LLC History No change 88,106 8,652 3.37% 3.37% 134 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 87,986 8,637 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 87,040 8,547 0.05% 0.05% 136 0 0.0% Q2 2026 Jul 20, 2026
Legacy Advisors, LLC History No change 86,778 8,521 0.8% 0.8% 137 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 85,843 8,429 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 85,432 8,357 0.02% 0.02% 139 0 0.0% Q2 2026 Jul 27, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 85,000 8,347 2.98% 2.98% 140 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 81,797 8,032 0.01% 0.01% 141 0 0.0% Q2 2026 Sep 09, 2026
Lumbard & Kellner, LLC History No change 81,096 7,963 2.41% 2.41% 142 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 80,745 7,929 0.66% 0.66% 143 0 0.0% Q2 2026 Jul 29, 2026
Turning Point Benefit Group, Inc. History No change 80,039 7,843 3.37% 3.37% 144 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY ADVISORS, INC. History No change 78,424 7,701 5.18% 5.18% 145 0 0.0% Q2 2026 Jul 24, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 78,095 7,669 1.46% 1.46% 146 0 0.0% Q2 2026 Aug 07, 2026
Beta Wealth Group, Inc. History No change 78,018 7,661 2.87% 2.87% 147 0 0.0% Q2 2026 Jul 24, 2026
McKinley Carter Wealth Services, Inc. History No change 77,821 7,642 0.39% 0.39% 148 0 0.0% Q2 2026 Jul 28, 2026
Walkner Condon Financial Advisors LLC History No change 77,071 7,568 0.87% 0.87% 149 0 0.0% Q2 2026 Jul 27, 2026
Essex Financial Services, Inc. History No change 76,915 7,553 0.38% 0.38% 150 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 74,271 7,293 0.71% 0.71% 151 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 73,823 7,249 0.14% 0.14% 152 0 0.0% Q2 2026 Jul 09, 2026
Mayfair Advisory Group, LLC History No change 70,903 7,206 2.17% 2.17% 153 0 0.0% Q2 2026 Aug 11, 2026
FIRST CITIZENS BANK & TRUST CO History No change 72,395 7,109 0.11% 0.11% 154 0 0.0% Q2 2026 Jul 13, 2026
First PREMIER Bank History No change 71,145 6,987 1.13% 1.13% 155 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 71,045 6,976 0.07% 0.07% 156 0 0.0% Q2 2026 Aug 03, 2026
Heartwood Wealth Advisors LLC History No change 71,040 6,976 0.54% 0.54% 157 0 0.0% Q2 2026 Jul 17, 2026
Apeiron RIA LLC History No change 69,925 6,866 1.76% 1.76% 158 0 0.0% Q2 2026 Jul 16, 2026
Axis Wealth Partners, LLC History No change 68,886 6,764 3.25% 3.25% 159 0 0.0% Q2 2026 Jul 28, 2026
Raab & Moskowitz Asset Management LLC History No change 68,682 6,744 1.36% 1.36% 160 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 68,231 6,700 0.06% 0.06% 161 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History No change 66,782 6,558 0.18% 0.18% 162 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 65,133 6,396 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 11, 2026
Quantum Capital Management, LLC / NJ History No change 62,638 6,151 0.77% 0.77% 164 0 0.0% Q2 2026 Aug 11, 2026
WNY Asset Management, LLC History No change 62,540 6,141 0.55% 0.55% 165 0 0.0% Q2 2026 Aug 17, 2026
Fiduciary Group, LLC History No change 61,475 6,036 0.47% 0.47% 166 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 60,585 5,949 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 11, 2026
Investment Advisory Group, LLC History No change 60,410 5,932 1.29% 1.29% 168 0 0.0% Q2 2026 Aug 06, 2026
High Net Worth Advisory Group LLC History No change 58,314 5,726 1.22% 1.22% 169 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 57,898 5,687 0.18% 0.18% 170 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 57,125 5,609 0.28% 0.28% 171 0 0.0% Q2 2026 Jul 10, 2026
CSM Advisors, LLC History No change 56,736 5,571 0.12% 0.12% 172 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 56,001 5,499 0.88% 0.88% 173 0 0.0% Q2 2026 Jul 24, 2026
MANNING & NAPIER ADVISORS LLC History No change 54,270 5,331 0.07% 0.07% 174 0 0.0% Q2 2026 Aug 13, 2026
Note Advisors, LLC History No change 54,128 5,315 2.31% 2.31% 175 0 0.0% Q2 2026 Aug 14, 2026
John A. Wolfe & Associates, Inc. History No change 53,958 5,298 7.3% 7.3% 176 0 0.0% Q2 2026 Jul 29, 2026
Gross & Hartman Investments LLC History No change 53,822 5,285 2.33% 2.33% 177 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 53,571 5,260 0.11% 0.11% 178 0 0.0% Q2 2026 Jul 17, 2026
Mission Hills Financial Advisory, LLC History No change 52,630 5,168 2.27% 2.27% 179 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History No change 52,124 5,118 0.07% 0.07% 180 0 0.0% Q2 2026 Jul 08, 2026
TORONTO DOMINION BANK History No change 51,877 5,089 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 50,223 4,931 0.14% 0.14% 182 0 0.0% Q2 2026 Jul 30, 2026
Duncan Williams Asset Management, LLC History No change 50,039 4,913 1.11% 1.11% 183 0 0.0% Q2 2026 Jul 22, 2026
Investors Research Corp History No change 49,931 4,903 0.88% 0.88% 184 0 0.0% Q2 2026 Jul 10, 2026
Quantinno Capital Management LP History No change 49,782 4,888 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 47,650 4,681 0.13% 0.13% 186 0 0.0% Q2 2026 Aug 07, 2026
Strategic Blueprint, LLC History No change 47,678 4,681 0.23% 0.23% 187 0 0.0% Q2 2026 Jul 23, 2026
Valmark Advisers, Inc. History No change 47,599 4,674 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 06, 2026
Linscomb Wealth, Inc. History No change 46,553 4,571 0.2% 0.2% 189 0 0.0% Q2 2026 Jul 31, 2026
COWA, LLC History No change 46,248 4,541 1.14% 1.14% 190 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 45,974 4,514 0.02% 0.02% 191 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 45,420 4,460 0.26% 0.26% 192 0 0.0% Q2 2026 Aug 10, 2026
5T Wealth, LLC History No change 45,285 4,447 1.66% 1.66% 193 0 0.0% Q2 2026 Jul 21, 2026
Northwest & Ethical Investments L.P. History No change 45,030 4,421 0.1% 0.1% 194 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History No change 44,915 4,410 0.44% 0.44% 195 0 0.0% Q2 2026 Jul 07, 2026
FMR LLC History No change 44,706 4,390 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 44,284 4,348 0.0% 0.0% 197 0 0.0% Q2 2026 Sep 02, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 43,938 4,326 0.44% 0.44% 198 0 0.0% Q2 2026 Sep 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 44,000 4,320 0.2% 0.2% 199 0 0.0% Q2 2026 Jul 28, 2026
Proficio Capital Partners LLC History No change 43,385 4,260 0.15% 0.15% 200 0 0.0% Q2 2026 Aug 14, 2026
Safe Harbor Family Capital, LLC History No change 43,266 4,248 2.84% 2.84% 201 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 41,925 4,216 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 15, 2026
Certified Advisory Corp History No change 41,422 4,067 0.33% 0.33% 203 0 0.0% Q2 2026 Jul 16, 2026
GTS SECURITIES LLC History No change 41,261 4,051 0.09% 0.09% 204 0 0.0% Q2 2026 Aug 14, 2026
Aspire Capital Advisors LLC History No change 41,140 4,039 0.79% 0.79% 205 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 41,046 4,030 0.06% 0.06% 206 0 0.0% Q2 2026 Aug 10, 2026
Montecito Bank & Trust History Added to 39,556 4,000 0.61% 0.58% 207 +300 0.76% Q3 2026 Oct 01, 2026
Sequoia Financial Advisors, LLC History No change 40,284 3,955 0.02% 0.02% 208 0 0.0% Q2 2026 Jul 17, 2026
Ally Invest Advisors Inc. History No change 39,786 3,906 0.24% 0.24% 209 0 0.0% Q2 2026 Aug 13, 2026
Kastel Capital Advisors, LLC History No change 41,178 3,880 2.45% 2.45% 210 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 39,481 3,877 0.03% 0.03% 211 0 0.0% Q2 2026 Sep 08, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 39,192 3,848 0.07% 0.07% 212 0 0.0% Q2 2026 Aug 04, 2026
Decker Retirement Planning Inc. History No change 39,017 3,831 1.3% 1.3% 213 0 0.0% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 38,601 3,790 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 12, 2026
OMC Financial Services LTD History No change 37,957 3,727 1.23% 1.23% 215 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 37,830 3,714 0.02% 0.02% 216 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 37,169 3,649 0.06% 0.06% 217 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 36,730 3,606 0.42% 0.42% 218 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 36,649 3,598 0.39% 0.39% 219 0 0.0% Q2 2026 Jul 22, 2026
10Elms LLP History No change 35,294 3,489 1.48% 1.48% 220 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 35,442 3,480 1.32% 1.32% 221 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 35,255 3,462 0.21% 0.21% 222 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 35,073 3,444 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Investment Management History No change 35,041 3,441 1.17% 1.17% 224 0 0.0% Q2 2026 Aug 06, 2026
Copia Wealth Management History No change 34,993 3,436 2.06% 2.06% 225 0 0.0% Q2 2026 Aug 17, 2026
Global Retirement Partners, LLC History No change 34,952 3,432 0.05% 0.05% 226 0 0.0% Q2 2026 Aug 06, 2026
KFG WEALTH MANAGEMENT, LLC History No change 34,572 3,394 0.38% 0.38% 227 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 33,834 3,322 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 12, 2026
Richard W. Paul & Associates, LLC History No change 33,727 3,312 1.01% 1.01% 229 0 0.0% Q2 2026 Aug 10, 2026
SAPIENT CAPITAL LLC History No change 33,335 3,273 0.04% 0.04% 230 0 0.0% Q2 2026 Jul 09, 2026
CoreFirst Bank & Trust History No change 33,310 3,271 1.63% 1.63% 231 0 0.0% Q2 2026 Aug 05, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 33,217 3,261 1.69% 1.69% 232 0 0.0% Q2 2026 Jul 23, 2026
My Personal CFO, LLC History No change 33,194 3,259 1.27% 1.27% 233 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 33,026 3,243 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 32,104 3,224 0.39% 0.39% 235 0 0.0% Q2 2026 Aug 12, 2026
Element Wealth, LLC History No change 32,797 3,220 1.21% 1.21% 236 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 32,744 3,215 0.51% 0.51% 237 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 32,598 3,201 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 13, 2026
Roble, Belko & Company, Inc History No change 32,455 3,187 0.34% 0.34% 239 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 31,935 3,136 0.15% 0.15% 240 0 0.0% Q2 2026 Jul 07, 2026
Selby Wealth Management, LLC History No change 31,893 3,131 1.11% 1.11% 241 0 0.0% Q2 2026 Jul 09, 2026
MOTCO History No change 30,985 3,042 0.26% 0.26% 242 0 0.0% Q2 2026 Jul 31, 2026
Pathway Financial Advisers, LLC History No change 30,670 3,011 0.76% 0.76% 243 0 0.0% Q2 2026 Jul 30, 2026
Access Investment Management LLC History No change 30,237 2,969 0.76% 0.76% 244 0 0.0% Q2 2026 Aug 03, 2026
Modern Wealth Management, LLC History No change 30,154 2,961 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Financial Group, LLC History No change 29,688 2,915 0.92% 0.92% 246 0 0.0% Q2 2026 Jul 14, 2026
Summit Financial, LLC History No change 29,650 2,911 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 12, 2026
Asset One Wealth Management LLC History No change 28,494 2,889 0.3% 0.3% 248 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 29,333 2,880 0.0% 0.0% 249 0 0.0% Q2 2026 Sep 02, 2026
NWF Advisory Services Inc. History No change 29,200 2,867 0.27% 0.27% 250 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 28,904 2,838 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 05, 2026
BG Investment Services, LLC History No change 28,687 2,817 2.03% 2.03% 252 0 0.0% Q2 2026 Aug 05, 2026
Interchange Capital Partners, LLC History No change 28,653 2,813 0.53% 0.53% 253 0 0.0% Q2 2026 Jul 20, 2026
TPG Advisors LLC History No change 28,577 2,806 1.54% 1.54% 254 0 0.0% Q2 2026 Jul 29, 2026
Venturi Wealth Management, LLC History No change 28,323 2,781 0.11% 0.11% 255 0 0.0% Q2 2026 Jul 20, 2026
GOLDMAN SACHS GROUP INC History No change 28,251 2,774 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 28,038 2,753 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 27,849 2,735 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 20, 2026
AMG Asset Management Group, Inc. History No change 27,778 2,727 1.71% 1.71% 259 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 27,757 2,725 0.02% 0.02% 260 0 0.0% Q2 2026 Jul 24, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 27,646 2,714 0.68% 0.68% 261 0 0.0% Q2 2026 Jul 24, 2026
Milestone Asset Management Group, LLC History No change 27,301 2,680 1.35% 1.35% 262 0 0.0% Q2 2026 Jul 30, 2026
Asset Dedication, LLC History No change 27,218 2,672 0.17% 0.17% 263 0 0.0% Q2 2026 Jul 30, 2026
Lido Advisors, LLC History No change 26,649 2,617 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 26,493 2,601 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 13, 2026
Englebert Financial Advisers, LLC History No change 26,448 2,597 2.56% 2.56% 266 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 26,424 2,594 0.05% 0.05% 267 0 0.0% Q2 2026 Jul 20, 2026
Sara-Bay Financial History No change 26,356 2,588 0.69% 0.69% 268 0 0.0% Q2 2026 Jul 17, 2026
Saxony Capital Management, LLC History No change 26,051 2,558 1.17% 1.17% 269 0 0.0% Q2 2026 Jul 15, 2026
Entruity Wealth, LLC History No change 25,852 2,538 1.64% 1.64% 270 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 25,750 2,528 0.19% 0.19% 271 0 0.0% Q2 2026 Sep 15, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 25,040 2,458 0.23% 0.23% 272 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 24,435 2,399 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 24,427 2,398 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 24,400 2,396 0.39% 0.39% 275 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 24,398 2,395 0.19% 0.19% 276 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 24,380 2,394 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 24,080 2,364 0.07% 0.07% 278 0 0.0% Q2 2026 Aug 05, 2026
Crews Bank & Trust History No change 23,956 2,352 0.31% 0.31% 279 0 0.0% Q2 2026 Jul 16, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 23,941 2,351 0.58% 0.58% 280 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 23,734 2,330 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 10, 2026
BigSur Wealth Management LLC History No change 23,630 2,320 0.56% 0.56% 282 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 23,273 2,285 0.11% 0.11% 283 0 0.0% Q2 2026 Jul 23, 2026
MBA Advisors LLC History No change 23,024 2,260 0.76% 0.76% 284 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 22,744 2,233 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 11, 2026
Ascent Advisors, LLC History No change 22,783 2,228 2.57% 2.57% 286 0 0.0% Q2 2026 Aug 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 22,571 2,216 0.49% 0.49% 287 0 0.0% Q2 2026 Jul 07, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 22,506 2,210 0.06% 0.06% 288 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Management, LLC History No change 22,453 2,204 0.07% 0.07% 289 0 0.0% Q2 2026 Aug 05, 2026
Rosenberg Matthew Hamilton History No change 22,216 2,181 0.41% 0.41% 290 0 0.0% Q2 2026 Jul 17, 2026
Caprock Group, LLC History No change 22,205 2,180 0.04% 0.04% 291 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 22,025 2,159 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
one8zero8, LLC History No change 21,988 2,159 0.43% 0.43% 293 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 21,970 2,157 1.38% 1.38% 294 0 0.0% Q2 2026 Aug 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 21,885 2,149 0.41% 0.41% 295 0 0.0% Q2 2026 Aug 06, 2026
Ankerstar Wealth, LLC History No change 21,736 2,134 1.79% 1.79% 296 0 0.0% Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History No change 21,357 2,097 0.19% 0.19% 297 0 0.0% Q2 2026 Jul 16, 2026
COZAD ASSET MANAGEMENT INC History No change 21,243 2,086 0.13% 0.13% 298 0 0.0% Q2 2026 Aug 14, 2026
Verity Asset Management, Inc. History No change 20,976 2,059 0.78% 0.78% 299 0 0.0% Q2 2026 Aug 13, 2026
CEERA INVESTMENTS, LLC History No change 20,915 2,053 0.87% 0.87% 300 0 0.0% Q2 2026 Aug 05, 2026