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Vanguard S&P Mid-Cap 400 VAL (IVOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
INCREASED
Shares1,137,581 from 1,104,927
Change+32,654 (+3%)
Value$121.6M (-$4.5M)
Filed 2026-10-26
Rockland Trust Co
DECREASED
Shares807,516 from 815,504
Change-7,988 (-1%)
Value$86.3M (-$6.7M)
Filed 2026-10-05
Stordahl Capital Management, Inc.
INCREASED
Shares177,461 from 176,020
Change+1,441 (+1%)
Value$19.0M (-$1.1M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares171,900 from 154,602
Change+17,298 (+11%)
Value$18.4M (+$737.2K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares164,519 from 161,287
Change+3,232 (+2%)
Value$17.6M (-$814.2K)
Filed 2026-10-13
Lutz Financial Services LLC
DECREASED
Shares113,013 from 114,034
Change-1,021 (-1%)
Value$12.1M (-$929.0K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares84,220 from 73,501
Change+10,719 (+15%)
Value$9.0M (+$617.2K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares43,551 from 44,796
Change-1,245 (-3%)
Value$4.7M (-$455.1K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares36,330 from 37,120
Change-790 (-2%)
Value$4.0M (-$247.1K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares35,192 from 72,486
Change-37,294 (-51%)
Value$3.8M (-$4.1M)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares32,704 from 32,704
Change0 (0%)
Value$3.7M ($0)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares30,663 from 39,722
Change-9,059 (-23%)
Value$3.3M (-$1.3M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares19,600 from 19,507
Change+93 (+0%)
Value$2.1K (-$2.2M)
Filed 2026-11-05
Trust Point Inc.
DECREASED
Shares13,966 from 664,535
Change-650,569 (-98%)
Value$1.5M (-$74.3M)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares13,160 from 13,160
Change0 (0%)
Value$1.4M (-$94.6K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares10,077 from 10,124
Change-47 (0%)
Value$1.1M (-$77.8K)
Filed 2026-10-16
Heritage Investment Group, Inc.
UNCHANGED
Shares9,572 from 9,572
Change0 (0%)
Value$1.0M (-$68.8K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares8,993 from 8,349
Change+644 (+8%)
Value$961.2K (+$8.8K)
Filed 2026-10-28
American Financial & TAX Strategies Inc
DECREASED
Shares8,923 from 9,094
Change-171 (-2%)
Value$953.7K (-$83.7K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares8,694 from 13,253
Change-4,559 (-34%)
Value$929.2K (-$582.6K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares8,320 from 8,884
Change-564 (-6%)
Value$889.2K (-$124.2K)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares6,523 from 10,187
Change-3,664 (-36%)
Value$697.2K (-$464.9K)
Filed 2026-11-04
Rodgers & Associates, LTD
INCREASED
Shares6,069 from 5,864
Change+205 (+4%)
Value$648.7K (-$20.3K)
Filed 2026-10-20
Merit Financial Group, LLC
UNCHANGED
Shares5,584 from 5,584
Change0 (0%)
Value$596.8K (-$40.1K)
Filed 2026-11-06
Meridian Wealth Management, LLC
INCREASED
Shares5,331 from 5,312
Change+19 (+0%)
Value$569.7K (-$36.2K)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares5,309 from 5,251
Change+58 (+1%)
Value$601.8K (-$5.8K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares5,170 from 2,868
Change+2,302 (+80%)
Value$561.6K (+$234.5K)
Filed 2026-11-03
Trail Ridge Investment Advisors, LLC
INCREASED
Shares5,107 from 4,886
Change+221 (+5%)
Value$545.8K (-$11.5K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$503.2K (-$33.9K)
Filed 2026-10-15
OFC Financial Planning, LLC
DECREASED
Shares4,632 from 4,946
Change-314 (-6%)
Value$495.1K (-$69.1K)
Filed 2026-11-06
Atlas Brown,Inc.
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$471.8K (-$31.7K)
Filed 2026-10-09
TopTier Wealth Management, LLC
UNCHANGED
Shares4,326 from 4,326
Change0 (0%)
Value$462.3K (-$31.1K)
Filed 2026-10-16
Ifrah Financial Services, Inc.
DECREASED
Shares4,059 from 4,126
Change-67 (-2%)
Value$433.8K (-$36.8K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,770 from 4,007
Change-237 (-6%)
Value$403 (-$456.6K)
Filed 2026-11-02
Hobart Private Capital, LLC
UNCHANGED
Shares3,756 from 3,756
Change0 (0%)
Value$401.4K (-$27.0K)
Filed 2026-10-19
AMG National Trust Bank
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$371.9K (-$25.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares3,438 from 2,228
Change+1,210 (+54%)
Value$367.5K (+$113.3K)
Filed 2026-11-06
Glenview Trust Co
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$345.6K (-$23.3K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
UNCHANGED
Shares3,148 from 3,148
Change0 (0%)
Value$336.5K (-$22.6K)
Filed 2026-10-21
Argyle Capital Partners, LLC
INCREASED
Shares3,134 from 2,173
Change+961 (+44%)
Value$335.0K (+$87.1K)
Filed 2026-10-23
Insight 2811, Inc.
INCREASED
Shares3,129 from 3,073
Change+56 (+2%)
Value$334.4K (-$16.1K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares3,118
Change+3,118
Value$333.3K
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$333.3K (-$22.4K)
Filed 2026-10-30
Citizens Financial Group Inc
UNCHANGED
Shares3,028 from 3,028
Change0 (0%)
Value$323.6K (-$21.8K)
Filed 2026-10-23
Level Four Advisory Services, LLC
UNCHANGED
Shares3,009 from 3,009
Change0 (0%)
Value$321.7K (-$21.6K)
Filed 2026-11-06
Phillips Financial Management, LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$305.7K (-$20.6K)
Filed 2026-10-19
IFG Advisors, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$296.1K (-$19.9K)
Filed 2026-10-15
Veratis Advisors, Inc.
DECREASED
Shares2,561 from 2,562
Change-1 (0%)
Value$273.8K (-$18.4K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares2,243 from 2,082
Change+161 (+8%)
Value$239.7K (+$2.2K)
Filed 2026-10-21
Strata Wealth Advisors, LLC
NEW
Shares2,233
Change+2,233
Value$238.7K
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares2,195 from 2,229
Change-34 (-2%)
Value$234.5K (-$19.7K)
Filed 2026-11-05
Procyon Advisors, LLC
NEW
Shares2,142
Change+2,142
Value$228.9K
Filed 2026-10-21
Choreo, LLC
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$224.9K (-$15.1K)
Filed 2026-10-28
Corundum Group, Inc.
NEW
Shares2,097
Change+2,097
Value$224.1K
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares2,021 from 722
Change+1,299 (+180%)
Value$216.0K (+$133.6K)
Filed 2026-11-05
Bdfs Capital LLC
INCREASED
Shares1,993 from 1,922
Change+71 (+4%)
Value$213.0K (-$6.2K)
Filed 2026-10-14
Carnegie Lake Advisors LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$204.1K (-$13.7K)
Filed 2026-11-06
Mlp3, LLC
UNCHANGED
Shares1,882 from 1,882
Change0 (0%)
Value$201.1K (-$13.5K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares1,687 from 704
Change+983 (+140%)
Value$180.3K (+$100.0K)
Filed 2026-11-03
Hanson & Doremus Investment Management
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$161 (-$171.8K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$147.6K (-$9.9K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$119.1K (-$7.4K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$115.9K (-$7.8K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$61.1K (-$4.1K)
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares500
Change+500
Value$53.4K
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$50.4K (-$3.4K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$48.1K (-$3.2K)
Filed 2026-10-20
Nfsg Corp
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$47.5K (-$3.2K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$42.1K (-$2.8K)
Filed 2026-10-26
WPG Advisers, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$34.7K (-$2.3K)
Filed 2026-10-27
Guardian Partners Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$33.3K (-$2.2K)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$23.6K (-$1.6K)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$22.2K (-$1.5K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares206 from 202
Change+4 (+2%)
Value$22.0K (-$1.0K)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$18.6K (-$1.3K)
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.6K (-$849)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.7K (-$719)
Filed 2026-10-26
SYM Financial Corp
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$7.2K (-$482)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares35 from 20
Change+15 (+75%)
Value$3.7K (+$1.5K)
Filed 2026-10-22
Abound Wealth Management
NEW
Shares25
Change+25
Value$2.7K
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.5K (-$101)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$303
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-14
Citigroup Inc
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$182.5K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$87.8K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-27
Eastern Bank
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-05
Mariner, LLC
N/A
Shares— from 858,070
Change-858,070 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 384,509
Change-384,509 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 215,307
Change-215,307 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 212,075
Change-212,075 (-100%)
Value—
UBS Group AG
N/A
Shares— from 107,420
Change-107,420 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 92,669
Change-92,669 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 89,036
Change-89,036 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 84,562
Change-84,562 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 73,531
Change-73,531 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,795
Change-53,795 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 52,837
Change-52,837 (-100%)
Value—
&partners
N/A
Shares— from 33,481
Change-33,481 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 32,947
Change-32,947 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 31,403
Change-31,403 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,264
Change-30,264 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,917
Change-28,917 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 28,700
Change-28,700 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 24,718
Change-24,718 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19,782
Change-19,782 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 17,993
Change-17,993 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 14,940
Change-14,940 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,479
Change-13,479 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,485
Change-12,485 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,821
Change-7,821 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,851
Change-6,851 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 832
Change-832 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 831
Change-831 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 328
Change-328 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 198
Change-198 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 56
Change-56 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
INCREASED1,137,5811,104,927+32,654+3%$126.0M$121.6M-$4.5M2026-10-26
Rockland Trust Co
DECREASED807,516815,504-7,988-1%$93.0M$86.3M-$6.7M2026-10-05
Stordahl Capital Management, Inc.
INCREASED177,461176,020+1,441+1%$20.1M$19.0M-$1.1M2026-10-22
LPL Financial LLC
INCREASED171,900154,602+17,298+11%$17.6M$18.4M+$737.2K2026-11-06
Avior Wealth Management, LLC
INCREASED164,519161,287+3,232+2%$18.4M$17.6M-$814.2K2026-10-13
Lutz Financial Services LLC
DECREASED113,013114,034-1,021-1%$13.0M$12.1M-$929.0K2026-11-06
Commonwealth Equity Services, LLC
INCREASED84,22073,501+10,719+15%$8.4M$9.0M+$617.2K2026-11-02
Truist Financial Corp
DECREASED43,55144,796-1,245-3%$5.1M$4.7M-$455.1K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED36,33037,120-790-2%$4.2M$4.0M-$247.1K2026-10-13
Savant Capital, LLC
DECREASED35,19272,486-37,294-51%$7.8M$3.8M-$4.1M2026-11-06
Allworth Financial LP
UNCHANGED32,70432,70400%$3.7M$3.7M$02026-11-06
Kestra Advisory Services, LLC
DECREASED30,66339,722-9,059-23%$4.5M$3.3M-$1.3M2026-11-02
Thrivent Financial for Lutherans
INCREASED19,60019,507+93+0%$2.2M$2.1K-$2.2M2026-11-05
Trust Point Inc.
DECREASED13,966664,535-650,569-98%$75.8M$1.5M-$74.3M2026-10-27
Fortitude Family Office, LLC
UNCHANGED13,16013,16000%$1.5M$1.4M-$94.6K2026-10-14
PFG Advisors
DECREASED10,07710,124-470%$1.2M$1.1M-$77.8K2026-10-16
Heritage Investment Group, Inc.
UNCHANGED9,5729,57200%$1.1M$1.0M-$68.8K2026-11-03
D.A. Davidson & Co.
INCREASED8,9938,349+644+8%$952.4K$961.2K+$8.8K2026-10-28
American Financial & TAX Strategies Inc
DECREASED8,9239,094-171-2%$1.0M$953.7K-$83.7K2026-10-16
Fifth Third Bancorp
DECREASED8,69413,253-4,559-34%$1.5M$929.2K-$582.6K2026-11-05
Creative Planning
DECREASED8,3208,884-564-6%$1.0M$889.2K-$124.2K2026-11-02
Keybank National Association
DECREASED6,52310,187-3,664-36%$1.2M$697.2K-$464.9K2026-11-04
Rodgers & Associates, LTD
INCREASED6,0695,864+205+4%$668.9K$648.7K-$20.3K2026-10-20
Merit Financial Group, LLC
UNCHANGED5,5845,58400%$637.0K$596.8K-$40.1K2026-11-06
Meridian Wealth Management, LLC
INCREASED5,3315,312+19+0%$605.9K$569.7K-$36.2K2026-11-05
Sovran Advisors, LLC
INCREASED5,3095,251+58+1%$607.6K$601.8K-$5.8K2026-11-02
StoneX Group Inc.
INCREASED5,1702,868+2,302+80%$327.2K$561.6K+$234.5K2026-11-03
Trail Ridge Investment Advisors, LLC
INCREASED5,1074,886+221+5%$557.3K$545.8K-$11.5K2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED4,7084,70800%$537.0K$503.2K-$33.9K2026-10-15
OFC Financial Planning, LLC
DECREASED4,6324,946-314-6%$564.2K$495.1K-$69.1K2026-11-06
Atlas Brown,Inc.
UNCHANGED4,4144,41400%$503.5K$471.8K-$31.7K2026-10-09
TopTier Wealth Management, LLC
UNCHANGED4,3264,32600%$493.4K$462.3K-$31.1K2026-10-16
Ifrah Financial Services, Inc.
DECREASED4,0594,126-67-2%$470.6K$433.8K-$36.8K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED3,7704,007-237-6%$457.0K$403-$456.6K2026-11-02
Hobart Private Capital, LLC
UNCHANGED3,7563,75600%$428.4K$401.4K-$27.0K2026-10-19
AMG National Trust Bank
UNCHANGED3,4803,48000%$397.0K$371.9K-$25.0K2026-11-05
PNC Financial Services Group, Inc.
INCREASED3,4382,228+1,210+54%$254.1K$367.5K+$113.3K2026-11-06
Glenview Trust Co
UNCHANGED3,2343,23400%$368.9K$345.6K-$23.3K2026-10-28
Wealthcare Advisory Partners LLC
UNCHANGED3,1483,14800%$359.1K$336.5K-$22.6K2026-10-21
Argyle Capital Partners, LLC
INCREASED3,1342,173+961+44%$247.9K$335.0K+$87.1K2026-10-23
Insight 2811, Inc.
INCREASED3,1293,073+56+2%$350.5K$334.4K-$16.1K2026-11-06
Concurrent Investment Advisors, LLC
NEW3,118—+3,118——$333.3K—2026-10-16
Spire Wealth Management
UNCHANGED3,1183,11800%$355.7K$333.3K-$22.4K2026-10-30
Citizens Financial Group Inc
UNCHANGED3,0283,02800%$345.4K$323.6K-$21.8K2026-10-23
Level Four Advisory Services, LLC
UNCHANGED3,0093,00900%$343.3K$321.7K-$21.6K2026-11-06
Phillips Financial Management, LLC
UNCHANGED2,8602,86000%$326.2K$305.7K-$20.6K2026-10-19
IFG Advisors, LLC
UNCHANGED2,7702,77000%$316.0K$296.1K-$19.9K2026-10-15
Veratis Advisors, Inc.
DECREASED2,5612,562-10%$292.2K$273.8K-$18.4K2026-11-03
Fifth Third Securities, Inc.
INCREASED2,2432,082+161+8%$237.5K$239.7K+$2.2K2026-10-21
Strata Wealth Advisors, LLC
NEW2,233—+2,233——$238.7K—2026-10-16
Compound Planning, Inc.
DECREASED2,1952,229-34-2%$254.2K$234.5K-$19.7K2026-11-05
Procyon Advisors, LLC
NEW2,142—+2,142——$228.9K—2026-10-21
Choreo, LLC
UNCHANGED2,1042,10400%$240.0K$224.9K-$15.1K2026-10-28
Corundum Group, Inc.
NEW2,097—+2,097——$224.1K—2026-10-28
Archer Investment Corp
INCREASED2,021722+1,299+180%$82.4K$216.0K+$133.6K2026-11-05
Bdfs Capital LLC
INCREASED1,9931,922+71+4%$219.3K$213.0K-$6.2K2026-10-14
Carnegie Lake Advisors LLC
UNCHANGED1,9101,91000%$217.9K$204.1K-$13.7K2026-11-06
Mlp3, LLC
UNCHANGED1,8821,88200%$214.7K$201.1K-$13.5K2026-10-22
Asset Dedication, LLC
INCREASED1,687704+983+140%$80.3K$180.3K+$100.0K2026-11-03
Hanson & Doremus Investment Management
UNCHANGED1,5041,50400%$172.0K$161-$171.8K2026-10-16
Parallel Advisors, LLC
UNCHANGED1,3811,38100%$157.5K$147.6K-$9.9K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED1,1141,11400%$126.5K$119.1K-$7.4K2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED1,0841,08400%$123.7K$115.9K-$7.8K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED57257200%$65.2K$61.1K-$4.1K2026-10-21
IFP Advisors, Inc
NEW500—+500——$53.4K—2026-10-16
Farther Finance Advisors, LLC
UNCHANGED47247200%$53.8K$50.4K-$3.4K2026-10-08
Private Trust Co NA
UNCHANGED45045000%$51.3K$48.1K-$3.2K2026-10-20
Nfsg Corp
UNCHANGED44444400%$50.6K$47.5K-$3.2K2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED39439400%$45.0K$42.1K-$2.8K2026-10-26
WPG Advisers, LLC
UNCHANGED32532500%$37.1K$34.7K-$2.3K2026-10-27
Guardian Partners Inc.
UNCHANGED31231200%$35.6K$33.3K-$2.2K2026-10-21
Larson Financial Group LLC
UNCHANGED22022000%$25.1K$23.6K-$1.6K2026-11-05
Creative Financial Designs Inc
UNCHANGED20820800%$23.7K$22.2K-$1.5K2026-11-04
Assetmark, Inc
INCREASED206202+4+2%$23.0K$22.0K-$1.0K2026-10-21
Markowski Investments
UNCHANGED17417400%$19.8K$18.6K-$1.3K2026-10-30
NorthAvenue LLC
UNCHANGED11811800%$13.5K$12.6K-$8492026-10-29
First Bancorp, Inc
UNCHANGED10010000%$11.4K$10.7K-$7192026-10-26
SYM Financial Corp
UNCHANGED676700%$7.6K$7.2K-$4822026-10-26
SBI Securities Co., Ltd.
INCREASED3520+15+75%$2.3K$3.7K+$1.5K2026-10-22
Abound Wealth Management
NEW25—+25——$2.7K—2026-10-26
Signaturefd, LLC
UNCHANGED141400%$1.6K$1.5K-$1012026-10-23
Blue Trust, Inc.
NEW3—+3——$303—2026-10-15
Redhawk Wealth Advisors, Inc.
CLOSED01,905-1,905-100%$217.4K$0-$217.4K2026-10-14
Citigroup Inc
CLOSED01,600-1,600-100%$182.5K$0-$182.5K2026-11-04
Founders Capital Management
CLOSED0770-770-100%$87.8K$0-$87.8K2026-10-13
Bokf, NA
CLOSED0213-213-100%$24.3K$0-$24.3K2026-10-27
Eastern Bank
CLOSED056-56-100%$6.4K$0-$6.4K2026-10-05
Mariner, LLC
N/A—858,070-858,070-100%$97.9M———
Morgan Stanley
N/A—384,509-384,509-100%$43.9M———
Bank of America Corp
N/A—215,307-215,307-100%$24.6M———
Raymond James Financial Inc
N/A—212,075-212,075-100%$24.2M———
UBS Group AG
N/A—107,420-107,420-100%$12.3M———
Aberdeen Wealth Management LLC
N/A—92,669-92,669-100%$10.6M———
Balanced Wealth Group LLC
N/A—89,036-89,036-100%$10.2M———
MidFirst Bank
N/A—84,562-84,562-100%$9.6M———
Wells Fargo & Company
N/A—73,531-73,531-100%$8.4M———
HighTower Advisors, LLC
N/A—53,795-53,795-100%$6.1M———
Northwestern Mutual Wealth Management Co
N/A—52,837-52,837-100%$6.0M———
&partners
N/A—33,481-33,481-100%$3.8M———
EP Wealth Advisors, LLC
N/A—32,947-32,947-100%$3.8M———
M1 Capital Management LLC
N/A—31,403-31,403-100%$3.6M———
JPMorgan Chase & Co
N/A—30,264-30,264-100%$3.4M———
Envestnet Asset Management Inc
N/A—28,917-28,917-100%$3.3M———
Franklin Resources Inc
N/A—28,700-28,700-100%$3.3M———
Composition Wealth, LLC
N/A—24,718-24,718-100%$2.8M———
Jones Financial Companies Lllp
N/A—19,782-19,782-100%$2.3M———
Moneta Group Investment Advisors LLC
N/A—17,993-17,993-100%$2.1M———
Cetera Investment Advisers
N/A—15,999-15,999-100%$1.8M———
Cornerstone Financial Management LLC
N/A—14,940-14,940-100%$1.7M———
Ameriprise Financial Inc
N/A—13,479-13,479-100%$1.5M———
Private Advisor Group, LLC
N/A—12,485-12,485-100%$1.4M———
Shufro Rose & Co LLC
N/A—11,735-11,735-100%$1.3M———
Osaic Holdings, Inc.
N/A—10,674-10,674-100%$1.2M———
AQR Capital Management LLC
N/A—10,443-10,443-100%$1.2M———
MML Investors Services, LLC
N/A—7,821-7,821-100%$892.2K———
Susquehanna International Group, LLP
N/A—7,158-7,158-100%$816.5K———
Naviter Wealth, LLC
N/A—6,851-6,851-100%$781.5K———
Captrust Financial Advisors
N/A—6,659-6,659-100%$759.6K———
Royal Bank of Canada
N/A—6,241-6,241-100%$711.0K———
Goodman Financial Corp
N/A—5,793-5,793-100%$660.8K———
Mosaic Family Wealth Partners, LLC
N/A—5,609-5,609-100%$639.9K———
Hanover Advisors Inc
N/A—4,985-4,985-100%$568.6K———
Huntington National Bank
N/A—4,895-4,895-100%$558.4K———
Bruce G. Allen Investments, LLC
N/A—4,894-4,894-100%$558.2K———
CIBC World Market Inc.
N/A—4,754-4,754-100%$542.3K———
Two Sigma Investments, LP
N/A—4,500-4,500-100%$513.3K———
BHK Investment Advisors, LLC
N/A—4,400-4,400-100%$501.9K———
Harbour Investments, Inc.
N/A—4,390-4,390-100%$500.8K———
Passive Capital Management, Llc.
N/A—4,026-4,026-100%$406.7K———
Summit Financial, LLC
N/A—4,012-4,012-100%$457.7K———
Valmark Advisers, Inc.
N/A—3,802-3,802-100%$433.7K———
AE Wealth Management LLC
N/A—3,756-3,756-100%$428.4K———
FMR LLC
N/A—3,546-3,546-100%$404.5K———
Wealthquest Corp
N/A—3,530-3,530-100%$402.7K———
Arax Advisory Partners
N/A—3,222-3,222-100%$367.5K———
IHT Wealth Management, LLC
N/A—3,136-3,136-100%$357.7K———
Western Wealth Management, LLC
N/A—3,061-3,061-100%$349.2K———
NewEdge Advisors, LLC
N/A—2,864-2,864-100%$326.7K———
WealthCollab, LLC
N/A—2,808-2,808-100%$320.3K———
Blair William & Co
N/A—2,479-2,479-100%$282.8K———
Keystone Financial Group
N/A—2,460-2,460-100%$280.7K———
Mutual Advisors, LLC
N/A—2,435-2,435-100%$277.7K———
Silver OAK Wealth Advisors Services, LLC
N/A—2,255-2,255-100%$257.2K———
Octavia Wealth Advisors, LLC
N/A—2,216-2,216-100%$252.8K———
Texas Yale Capital Corp.
N/A—2,200-2,200-100%$251.0K———
Horizon Investment Services, LLC
N/A—2,174-2,174-100%$248.0K———
JMG Financial Group, Ltd.
N/A—2,086-2,086-100%$238.0K———
Pinnacle Financial Partners, Inc.
N/A—2,050-2,050-100%$233.9K———
Genesis Financial Group, LLC
N/A—2,050-2,050-100%$233.8K———
Kingsview Wealth Management, LLC
N/A—1,984-1,984-100%$226.3K———
Cerity Partners LLC
N/A—1,933-1,933-100%$220.5K———
BCS Private Wealth Management, Inc.
N/A—1,930-1,930-100%$220.2K———
Jacobs Equity LLC
N/A—1,926-1,926-100%$219.7K———
Northern Trust Corp
N/A—1,886-1,886-100%$215.1K———
Cary Street Partners Financial LLC
N/A—1,829-1,829-100%$208.6K———
Gotham Asset Management, LLC
N/A—1,812-1,812-100%$206.7K———
Rockbridge Investment Management, LCC
N/A—1,767-1,767-100%$201.6K———
MAI Capital Management
N/A—1,761-1,761-100%$200.9K———
Vanguard Advisers Inc
N/A—1,619-1,619-100%$184.7K———
Rialto Wealth Management, LLC
N/A—1,059-1,059-100%$120.8K———
PlanVest Financial, Inc
N/A—832-832-100%$94.9K———
Teachers Insurance & Annuity Association of America
N/A—831-831-100%$94.8K———
VSM Wealth Advisory, LLC
N/A—600-600-100%$68.4K———
Aptus Capital Advisors, LLC
N/A—593-593-100%$67.6K———
Ameriflex Group, Inc.
N/A—526-526-100%$60.0K———
Geneos Wealth Management Inc.
N/A—448-448-100%$51.1K———
O'shaughnessy Asset Management, LLC
N/A—435-435-100%$49.6K———
Steward Partners Investment Advisory, LLC
N/A—396-396-100%$45.2K———
Federation des caisses Desjardins du Quebec
N/A—328-328-100%$37.4K———
Smartleaf Asset Management LLC
N/A—325-325-100%$37.0K———
Regatta Research & Money Management
N/A—300-300-100%$34.2K———
Global Retirement Partners, LLC
N/A—258-258-100%$29.4K———
Heritage Wealth Advisors
N/A—198-198-100%$22.6K———
Rockefeller Capital Management L.P.
N/A—190-190-100%$21.7K———
Institute for Wealth Management, Llc.
N/A—182-182-100%$20.8K———
Bartlett & Co. Wealth Management LLC
N/A—168-168-100%$19.2K———
Keating Financial Advisory Services, Inc.
N/A—162-162-100%$18.5K———
Anchor Investment Management, LLC
N/A—138-138-100%$15.7K———
Tower Research Capital LLC (TRC)
N/A—56-56-100%$6.4K———
SOA Wealth Advisors, Llc.
N/A—8-8-100%$913———
Showing 180 of 180 institutions