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Vanguard S&P Mid-Cap 400 GRO (IVOG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
DECREASED
Shares1,202,540 from 1,271,271
Change-68,731 (-5%)
Value$164.3M (-$21.7M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares174,662 from 157,225
Change+17,437 (+11%)
Value$23.9M (+$860.3K)
Filed 2026-11-06
Gryphon Financial Partners LLC
INCREASED
Shares172,884 from 159,508
Change+13,376 (+8%)
Value$23.6M (+$283.4K)
Filed 2026-11-04
Stordahl Capital Management, Inc.
INCREASED
Shares146,140 from 146,074
Change+66 (+0%)
Value$20.0M (-$1.4M)
Filed 2026-10-22
LJI Wealth Management, LLC
INCREASED
Shares101,758 from 100,227
Change+1,531 (+2%)
Value$13.9M (-$761.0K)
Filed 2026-10-28
Baron Wealth Management LLC
INCREASED
Shares61,522 from 59,722
Change+1,800 (+3%)
Value$8.4M (-$332.2K)
Filed 2026-10-27
Altura Wealth Advisors Inc.
INCREASED
Shares50,129 from 44,466
Change+5,663 (+13%)
Value$6.8M (+$343.2K)
Filed 2026-10-22
Clark Financial Services Group Inc
INCREASED
Shares35,698 from 35,410
Change+288 (+1%)
Value$4.9M (-$303.4K)
Filed 2026-10-19
Stephen J. Garry & Associates, LLC
DECREASED
Shares35,121 from 37,208
Change-2,087 (-6%)
Value$4.8M (-$645.3K)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares31,148 from 33,860
Change-2,712 (-8%)
Value$4.3M (-$698.3K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares30,243 from 30,243
Change0 (0%)
Value$4.4M ($0)
Filed 2026-11-06
Creative Planning
INCREASED
Shares28,238 from 8,187
Change+20,051 (+245%)
Value$3.9M (+$2.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares25,450 from 33,838
Change-8,388 (-25%)
Value$3.5M (-$1.5M)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares24,056 from 50,262
Change-26,206 (-52%)
Value$3.3M (-$3.5M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares17,854 from 17,575
Change+279 (+2%)
Value$2.4K (-$2.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares13,695 from 12,998
Change+697 (+5%)
Value$1.9M (-$30.6K)
Filed 2026-11-02
Veratis Advisors, Inc.
DECREASED
Shares13,687 from 13,846
Change-159 (-1%)
Value$1.9M (-$155.8K)
Filed 2026-11-03
Sagace Wealth Management LLC
NEW
Shares10,940
Change+10,940
Value$1.5M
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares9,130 from 9,342
Change-212 (-2%)
Value$1.2M (-$119.4K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,585 from 8,510
Change+75 (+1%)
Value$1.2K (-$1.2M)
Filed 2026-11-02
Heritage Investment Group, Inc.
UNCHANGED
Shares8,502 from 8,502
Change0 (0%)
Value$1.2M (-$82.3K)
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares8,012 from 3,382
Change+4,630 (+137%)
Value$1.1M (+$599.8K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
NEW
Shares7,913
Change+7,913
Value$1.1M
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares7,399 from 12,511
Change-5,112 (-41%)
Value$986.5K (-$775.5K)
Filed 2026-10-27
Conning Inc.
UNCHANGED
Shares7,142 from 7,142
Change0 (0%)
Value$975.7K (-$69.1K)
Filed 2026-10-27
Embree Financial Group
UNCHANGED
Shares6,701 from 6,701
Change0 (0%)
Value$915.4K (-$64.9K)
Filed 2026-10-22
Integrated Capital Management, LLC
DECREASED
Shares5,764 from 5,930
Change-166 (-3%)
Value$787.5K (-$80.1K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares5,405
Change+5,405
Value$738.4K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares5,405 from 5,440
Change-35 (-1%)
Value$738.4K (-$57.4K)
Filed 2026-10-14
Rodgers & Associates, LTD
INCREASED
Shares5,389 from 4,671
Change+718 (+15%)
Value$736.2K (+$52.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares4,995 from 4,995
Change0 (0%)
Value$691.1K (-$18.6K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares4,852 from 4,823
Change+29 (+1%)
Value$662.9K (-$42.7K)
Filed 2026-10-16
Hobart Private Capital, LLC
UNCHANGED
Shares4,738 from 4,738
Change0 (0%)
Value$647.3K (-$45.9K)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares4,477 from 4,484
Change-7 (0%)
Value$611.6K (-$44.4K)
Filed 2026-11-06
Financial Security Advisor, Inc.
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$575.9K (-$40.8K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares3,999 from 4,037
Change-38 (-1%)
Value$546.3K (-$44.3K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares3,976 from 2,874
Change+1,102 (+38%)
Value$543.2K (+$122.7K)
Filed 2026-11-06
Entrewealth, LLC
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$520.7K (-$26.5K)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares3,778 from 3,729
Change+49 (+1%)
Value$523.8K (-$21.8K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
UNCHANGED
Shares3,698 from 3,698
Change0 (0%)
Value$505.2K (-$35.8K)
Filed 2026-10-26
American Financial & TAX Strategies Inc
DECREASED
Shares3,538 from 4,066
Change-528 (-13%)
Value$483.4K (-$111.5K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED
Shares3,447 from 3,447
Change0 (0%)
Value$470.9K (-$33.4K)
Filed 2026-10-15
BLB&B Advisors, LLC
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$385.5K (-$27.3K)
Filed 2026-10-27
Insight 2811, Inc.
INCREASED
Shares2,623 from 2,579
Change+44 (+2%)
Value$358.4K (-$19.0K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares2,614 from 2,735
Change-121 (-4%)
Value$357.1K (-$43.0K)
Filed 2026-11-06
IFG Advisors, LLC
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$342.6K (-$24.3K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares2,429 from 2,354
Change+75 (+3%)
Value$331.9K (-$12.5K)
Filed 2026-10-30
Strata Wealth Advisors, LLC
NEW
Shares2,383
Change+2,383
Value$325.6K
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares2,371 from 2,135
Change+236 (+11%)
Value$324.0K (+$11.6K)
Filed 2026-10-28
Valued Retirements, Inc.
INCREASED
Shares2,296 from 2,266
Change+30 (+1%)
Value$313.7K (-$17.8K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$306.7K (-$21.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares2,194 from 2,193
Change+1 (+0%)
Value$299.7K (-$19.1K)
Filed 2026-10-08
Weinberger Asset Management, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$273.3K (-$5.3K)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$264.5K (-$18.7K)
Filed 2026-10-23
Sunburst Financial Group, LLC
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$259.8K (-$18.4K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares1,791 from 1,693
Change+98 (+6%)
Value$244.7K (-$3.0K)
Filed 2026-10-13
Perigon Wealth Management, LLC
UNCHANGED
Shares1,779 from 1,779
Change0 (0%)
Value$243.0K (-$17.2K)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$239.1K (-$16.9K)
Filed 2026-10-30
Verus Capital Partners, LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$225.3K (-$16.0K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$218.7K (-$15.5K)
Filed 2026-11-03
Quantum Financial Partners LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$213.9K (-$15.2K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$211.1K (-$15.0K)
Filed 2026-10-21
Independent Financial Group, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$207.7K (-$14.7K)
Filed 2026-10-13
Vise Technologies, Inc.
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$206.4K (-$14.6K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$200.3K (-$14.2K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares1,320 from 590
Change+730 (+124%)
Value$180.3K (+$94.0K)
Filed 2026-10-21
GoalVest Advisory LLC
DECREASED
Shares1,083 from 1,158
Change-75 (-6%)
Value$148.0K (-$21.5K)
Filed 2026-10-02
Parallel Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$136.6K (-$9.7K)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$133.1K (-$9.4K)
Filed 2026-10-22
Hanson & Doremus Investment Management
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$123 (-$131.9K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$90.7K (-$6.4K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$69.0K (-$4.9K)
Filed 2026-11-05
GGM Financial LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$56.9K (-$4.0K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$40.0K (-$2.8K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$39.3K (-$2.8K)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$38.4K (-$2.7K)
Filed 2026-10-23
Quaker Wealth Management, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$38.1K (-$2.7K)
Filed 2026-10-22
WPG Advisers, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$35.0K (-$2.5K)
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$31.8K (-$1.8K)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$29.7K (-$2.1K)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$28.4K (-$2.0K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares150 from 74
Change+76 (+103%)
Value$20.5K (+$9.7K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$15.0K (-$1.1K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares102
Change+102
Value$13.9K
Filed 2026-10-26
City State Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.7K (-$968)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
NEW
Shares88
Change+88
Value$12.0K
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$8.7K (-$619)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$8.3K (-$590)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$5.4K (-$240)
Filed 2026-10-16
SBI Securities Co., Ltd.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.6K (-$184)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.9K (-$135)
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$820 (-$58)
Filed 2026-10-06
Larson Financial Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$139 (-$9)
Filed 2026-11-05
Advisor Resource Council
CLOSED
Shares0 from 5,474
Change-5,474 (-100%)
Value$0 (-$789.0K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$113.1K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$32.0K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$25.1K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Mariner, LLC
N/A
Shares— from 631,787
Change-631,787 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 317,517
Change-317,517 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 258,164
Change-258,164 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 228,433
Change-228,433 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 183,176
Change-183,176 (-100%)
Value—
UBS Group AG
N/A
Shares— from 116,061
Change-116,061 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 92,961
Change-92,961 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 86,814
Change-86,814 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 84,284
Change-84,284 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 81,167
Change-81,167 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 67,618
Change-67,618 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 66,125
Change-66,125 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 56,099
Change-56,099 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 51,352
Change-51,352 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 49,785
Change-49,785 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 37,998
Change-37,998 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 35,241
Change-35,241 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 33,909
Change-33,909 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 33,825
Change-33,825 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,625
Change-31,625 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 30,322
Change-30,322 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 27,394
Change-27,394 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,764
Change-26,764 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,451
Change-26,451 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 23,748
Change-23,748 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 22,611
Change-22,611 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,402
Change-19,402 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 18,546
Change-18,546 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 14,706
Change-14,706 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 13,728
Change-13,728 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,481
Change-13,481 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,465
Change-13,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Es4, LLC
N/A
Shares— from 12,075
Change-12,075 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 694
Change-694 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 221
Change-221 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 80
Change-80 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 73
Change-73 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
DECREASED1,202,5401,271,271-68,731-5%$186.0M$164.3M-$21.7M2026-10-26
LPL Financial LLC
INCREASED174,662157,225+17,437+11%$23.0M$23.9M+$860.3K2026-11-06
Gryphon Financial Partners LLC
INCREASED172,884159,508+13,376+8%$23.3M$23.6M+$283.4K2026-11-04
Stordahl Capital Management, Inc.
INCREASED146,140146,074+66+0%$21.4M$20.0M-$1.4M2026-10-22
LJI Wealth Management, LLC
INCREASED101,758100,227+1,531+2%$14.7M$13.9M-$761.0K2026-10-28
Baron Wealth Management LLC
INCREASED61,52259,722+1,800+3%$8.7M$8.4M-$332.2K2026-10-27
Altura Wealth Advisors Inc.
INCREASED50,12944,466+5,663+13%$6.5M$6.8M+$343.2K2026-10-22
Clark Financial Services Group Inc
INCREASED35,69835,410+288+1%$5.2M$4.9M-$303.4K2026-10-19
Stephen J. Garry & Associates, LLC
DECREASED35,12137,208-2,087-6%$5.4M$4.8M-$645.3K2026-11-05
Keybank National Association
DECREASED31,14833,860-2,712-8%$5.0M$4.3M-$698.3K2026-11-04
Allworth Financial LP
UNCHANGED30,24330,24300%$4.4M$4.4M$02026-11-06
Creative Planning
INCREASED28,2388,187+20,051+245%$1.2M$3.9M+$2.7M2026-11-02
Kestra Advisory Services, LLC
DECREASED25,45033,838-8,388-25%$5.0M$3.5M-$1.5M2026-11-02
Savant Capital, LLC
DECREASED24,05650,262-26,206-52%$6.8M$3.3M-$3.5M2026-11-06
Thrivent Financial for Lutherans
INCREASED17,85417,575+279+2%$2.6M$2.4K-$2.6M2026-11-05
Commonwealth Equity Services, LLC
INCREASED13,69512,998+697+5%$1.9M$1.9M-$30.6K2026-11-02
Veratis Advisors, Inc.
DECREASED13,68713,846-159-1%$2.0M$1.9M-$155.8K2026-11-03
Sagace Wealth Management LLC
NEW10,940—+10,940——$1.5M—2026-10-28
Montag A & Associates Inc
DECREASED9,1309,342-212-2%$1.4M$1.2M-$119.4K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED8,5858,510+75+1%$1.2M$1.2K-$1.2M2026-11-02
Heritage Investment Group, Inc.
UNCHANGED8,5028,50200%$1.2M$1.2M-$82.3K2026-11-03
FWG Investments, Llc.
INCREASED8,0123,382+4,630+137%$494.8K$1.1M+$599.8K2026-11-03
B. Riley Wealth Advisors, Inc.
NEW7,913—+7,913——$1.1M—2026-10-13
Chicago Partners Investment Group LLC
DECREASED7,39912,511-5,112-41%$1.8M$986.5K-$775.5K2026-10-27
Conning Inc.
UNCHANGED7,1427,14200%$1.0M$975.7K-$69.1K2026-10-27
Embree Financial Group
UNCHANGED6,7016,70100%$980.3K$915.4K-$64.9K2026-10-22
Integrated Capital Management, LLC
DECREASED5,7645,930-166-3%$867.6K$787.5K-$80.1K2026-10-23
Schear Investment Advisers, LLC
NEW5,405—+5,405——$738.4K—2026-10-14
Tempo Wealth, LLC
DECREASED5,4055,440-35-1%$795.9K$738.4K-$57.4K2026-10-14
Rodgers & Associates, LTD
INCREASED5,3894,671+718+15%$683.4K$736.2K+$52.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
UNCHANGED4,9954,99500%$709.6K$691.1K-$18.6K2026-10-13
PFG Advisors
INCREASED4,8524,823+29+1%$705.6K$662.9K-$42.7K2026-10-16
Hobart Private Capital, LLC
UNCHANGED4,7384,73800%$693.2K$647.3K-$45.9K2026-10-19
Merit Financial Group, LLC
DECREASED4,4774,484-70%$656.0K$611.6K-$44.4K2026-11-06
Financial Security Advisor, Inc.
UNCHANGED4,2154,21500%$616.7K$575.9K-$40.8K2026-11-03
Meridian Wealth Management, LLC
DECREASED3,9994,037-38-1%$590.5K$546.3K-$44.3K2026-11-05
PNC Financial Services Group, Inc.
INCREASED3,9762,874+1,102+38%$420.4K$543.2K+$122.7K2026-11-06
Entrewealth, LLC
UNCHANGED3,8113,81100%$547.2K$520.7K-$26.5K2026-10-14
Krilogy Financial LLC
INCREASED3,7783,729+49+1%$545.6K$523.8K-$21.8K2026-10-13
Crusonia Wealth Advisors LLC
UNCHANGED3,6983,69800%$541.0K$505.2K-$35.8K2026-10-26
American Financial & TAX Strategies Inc
DECREASED3,5384,066-528-13%$594.9K$483.4K-$111.5K2026-10-16
GHP Investment Advisors, Inc.
UNCHANGED3,4473,44700%$504.3K$470.9K-$33.4K2026-10-15
BLB&B Advisors, LLC
UNCHANGED2,8222,82200%$412.9K$385.5K-$27.3K2026-10-27
Insight 2811, Inc.
INCREASED2,6232,579+44+2%$377.3K$358.4K-$19.0K2026-11-06
Russell Investments Group, Ltd.
DECREASED2,6142,735-121-4%$400.1K$357.1K-$43.0K2026-11-06
IFG Advisors, LLC
UNCHANGED2,5082,50800%$366.9K$342.6K-$24.3K2026-10-15
Truist Financial Corp
INCREASED2,4292,354+75+3%$344.4K$331.9K-$12.5K2026-10-30
Strata Wealth Advisors, LLC
NEW2,383—+2,383——$325.6K—2026-10-16
MGO One Seven LLC
INCREASED2,3712,135+236+11%$312.4K$324.0K+$11.6K2026-10-28
Valued Retirements, Inc.
INCREASED2,2962,266+30+1%$331.5K$313.7K-$17.8K2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED2,2452,24500%$328.4K$306.7K-$21.7K2026-11-03
Farther Finance Advisors, LLC
INCREASED2,1942,193+1+0%$318.8K$299.7K-$19.1K2026-10-08
Weinberger Asset Management, Inc
UNCHANGED2,0002,00000%$278.6K$273.3K-$5.3K2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED1,9361,93600%$283.2K$264.5K-$18.7K2026-10-23
Sunburst Financial Group, LLC
UNCHANGED1,9021,90200%$278.3K$259.8K-$18.4K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED1,7911,693+98+6%$247.7K$244.7K-$3.0K2026-10-13
Perigon Wealth Management, LLC
UNCHANGED1,7791,77900%$260.3K$243.0K-$17.2K2026-10-22
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,7501,75000%$256.0K$239.1K-$16.9K2026-10-30
Verus Capital Partners, LLC
UNCHANGED1,6491,64900%$241.3K$225.3K-$16.0K2026-11-03
Summit Investment Advisory Services, LLC
UNCHANGED1,6011,60100%$234.2K$218.7K-$15.5K2026-11-03
Quantum Financial Partners LLC
UNCHANGED1,5651,56500%$229.0K$213.9K-$15.2K2026-10-19
Wealthcare Advisory Partners LLC
UNCHANGED1,5451,54500%$226.0K$211.1K-$15.0K2026-10-21
Independent Financial Group, LLC
UNCHANGED1,5201,52000%$222.4K$207.7K-$14.7K2026-10-13
Vise Technologies, Inc.
UNCHANGED1,5111,51100%$221.1K$206.4K-$14.6K2026-10-29
Cornerstone Wealth Management, LLC
UNCHANGED1,4661,46600%$214.4K$200.3K-$14.2K2026-11-04
Assetmark, Inc
INCREASED1,320590+730+124%$86.3K$180.3K+$94.0K2026-10-21
GoalVest Advisory LLC
DECREASED1,0831,158-75-6%$169.4K$148.0K-$21.5K2026-10-02
Parallel Advisors, LLC
UNCHANGED1,0001,00000%$146.3K$136.6K-$9.7K2026-11-03
Barrett & Company, Inc.
UNCHANGED97497400%$142.5K$133.1K-$9.4K2026-10-22
Hanson & Doremus Investment Management
UNCHANGED90290200%$132.0K$123-$131.9K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED66466400%$97.1K$90.7K-$6.4K2026-11-03
US Bancorp \de\
UNCHANGED50550500%$73.9K$69.0K-$4.9K2026-11-05
GGM Financial LLC
UNCHANGED41741700%$61.0K$56.9K-$4.0K2026-11-05
Key FInancial Inc
UNCHANGED29329300%$42.9K$40.0K-$2.8K2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED28828800%$42.1K$39.3K-$2.8K2026-11-04
Richardson Capital Management LLC
UNCHANGED28128100%$41.1K$38.4K-$2.7K2026-10-23
Quaker Wealth Management, LLC
UNCHANGED27927900%$40.8K$38.1K-$2.7K2026-10-22
WPG Advisers, LLC
UNCHANGED25625600%$37.5K$35.0K-$2.5K2026-10-27
Salomon & Ludwin, LLC
UNCHANGED23323300%$33.6K$31.8K-$1.8K2026-10-29
North Star Investment Management Corp.
UNCHANGED21721700%$31.8K$29.7K-$2.1K2026-10-27
Spire Wealth Management
UNCHANGED20820800%$30.4K$28.4K-$2.0K2026-10-30
Fifth Third Bancorp
INCREASED15074+76+103%$10.8K$20.5K+$9.7K2026-11-05
Asset Dedication, LLC
UNCHANGED11011000%$16.1K$15.0K-$1.1K2026-11-03
DeDora Capital, Inc.
NEW102—+102——$13.9K—2026-10-26
City State Bank
UNCHANGED10010000%$14.6K$13.7K-$9682026-10-20
MidAtlantic Capital Management, Inc.
NEW88—+88——$12.0K—2026-11-05
Creative Financial Designs Inc
UNCHANGED646400%$9.4K$8.7K-$6192026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED616100%$8.9K$8.3K-$5902026-10-28
TD Waterhouse Canada Inc.
UNCHANGED393900%$5.6K$5.4K-$2402026-10-16
SBI Securities Co., Ltd.
UNCHANGED191900%$2.8K$2.6K-$1842026-10-22
Downshift Financial, LLC
UNCHANGED141400%$2.0K$1.9K-$1352026-10-13
Central Pacific Bank - Trust Division
UNCHANGED6600%$878$820-$582026-10-06
Larson Financial Group LLC
UNCHANGED1100%$148$139-$92026-11-05
Advisor Resource Council
CLOSED05,474-5,474-100%$789.0K$0-$789.0K2026-11-05
Concurrent Investment Advisors, LLC
CLOSED01,500-1,500-100%$219.5K$0-$219.5K2026-10-16
Founders Capital Management
CLOSED0773-773-100%$113.1K$0-$113.1K2026-10-13
Bokf, NA
CLOSED0219-219-100%$32.0K$0-$32.0K2026-10-27
International Assets Investment Management, LLC
CLOSED0174-174-100%$25.1K$0-$25.1K2026-11-02
Tucker Asset Management LLC
CLOSED09-9-100%$1.3K$0-$1.3K2026-10-29
AdvisorNet Financial, Inc
CLOSED08-8-100%$1.2K$0-$1.2K2026-10-15
Mariner, LLC
N/A—631,787-631,787-100%$92.4M———
Morgan Stanley
N/A—317,517-317,517-100%$46.5M———
Moneta Group Investment Advisors LLC
N/A—258,164-258,164-100%$37.8M———
Raymond James Financial Inc
N/A—228,433-228,433-100%$33.4M———
Ameriprise Financial Inc
N/A—183,176-183,176-100%$26.8M———
UBS Group AG
N/A—116,061-116,061-100%$17.0M———
Bank of America Corp
N/A—92,961-92,961-100%$13.6M———
Cetera Investment Advisers
N/A—86,814-86,814-100%$12.7M———
Wells Fargo & Company
N/A—84,284-84,284-100%$12.3M———
Peapack Gladstone Financial Corp
N/A—81,167-81,167-100%$11.9M———
Baird Financial Group, Inc.
N/A—67,618-67,618-100%$9.9M———
Balanced Wealth Group LLC
N/A—66,125-66,125-100%$9.7M———
Composition Wealth, LLC
N/A—56,099-56,099-100%$8.2M———
JPMorgan Chase & Co
N/A—51,352-51,352-100%$7.4M———
Harbour Investments, Inc.
N/A—49,785-49,785-100%$7.3M———
MidFirst Bank
N/A—37,998-37,998-100%$5.6M———
Drucker Wealth 3.0, LLC
N/A—35,241-35,241-100%$5.2M———
RWA Wealth Partners, LLC
N/A—33,909-33,909-100%$5.0M———
Northwestern Mutual Wealth Management Co
N/A—33,825-33,825-100%$4.9M———
Stifel Financial Corp
N/A—31,625-31,625-100%$4.6M———
Kingsview Wealth Management, LLC
N/A—30,322-30,322-100%$4.4M———
Franklin Resources Inc
N/A—27,394-27,394-100%$4.0M———
Envestnet Asset Management Inc
N/A—26,764-26,764-100%$3.9M———
Goldman Sachs Group Inc
N/A—26,451-26,451-100%$3.9M———
MML Investors Services, LLC
N/A—23,748-23,748-100%$3.5M———
Mendel Capital Management LLC
N/A—22,611-22,611-100%$3.3M———
Royal Bank of Canada
N/A—19,402-19,402-100%$2.8M———
SageView Advisory Group, LLC
N/A—18,546-18,546-100%$2.7M———
Private Advisor Group, LLC
N/A—15,900-15,900-100%$2.3M———
Goodman Financial Corp
N/A—14,706-14,706-100%$2.2M———
Jones Financial Companies Lllp
N/A—14,305-14,305-100%$2.1M———
Cary Street Partners Financial LLC
N/A—13,728-13,728-100%$2.0M———
Centaurus Financial, Inc.
N/A—13,481-13,481-100%$2.0M———
CIBC World Market Inc.
N/A—13,465-13,465-100%$2.0M———
HighTower Advisors, LLC
N/A—12,404-12,404-100%$1.8M———
Es4, LLC
N/A—12,075-12,075-100%$1.8M———
Blair William & Co
N/A—11,868-11,868-100%$1.7M———
Two Sigma Investments, LP
N/A—11,800-11,800-100%$1.7M———
Osaic Holdings, Inc.
N/A—9,901-9,901-100%$1.4M———
AE Wealth Management LLC
N/A—7,487-7,487-100%$1.1M———
Susquehanna International Group, LLP
N/A—6,958-6,958-100%$1.0M———
Commerce Bank
N/A—6,226-6,226-100%$910.9K———
Round Rock Advisors LLC
N/A—5,820-5,820-100%$851.5K———
Betterment LLC
N/A—5,792-5,792-100%$847.0K———
CIBC Bancorp USA Inc.
N/A—5,718-5,718-100%$836.5K———
AQR Capital Management LLC
N/A—5,177-5,177-100%$757.3K———
Waverly Advisors, LLC
N/A—5,053-5,053-100%$739.3K———
FMR LLC
N/A—4,972-4,972-100%$727.4K———
Equitable Holdings, Inc.
N/A—4,785-4,785-100%$700.0K———
Sequoia Financial Advisors, LLC
N/A—4,576-4,576-100%$669.5K———
Mercer Global Advisors Inc
N/A—4,401-4,401-100%$643.9K———
EP Wealth Advisors, LLC
N/A—3,784-3,784-100%$553.6K———
Pinnacle Financial Partners, Inc.
N/A—3,630-3,630-100%$531.1K———
Citadel Advisors LLC
N/A—3,440-3,440-100%$503.3K———
Captrust Financial Advisors
N/A—3,251-3,251-100%$475.6K———
Focus Partners Wealth
N/A—3,186-3,186-100%$466.2K———
Atlanta Consulting Group Advisors, LLC
N/A—3,164-3,164-100%$462.9K———
Aptus Capital Advisors, LLC
N/A—2,981-2,981-100%$436.1K———
NewEdge Advisors, LLC
N/A—2,837-2,837-100%$415.0K———
Sierra Capital LLC
N/A—2,628-2,628-100%$384.5K———
Flow Traders U.S. LLC
N/A—2,616-2,616-100%$383.0K———
Safeguard Investment Advisory Group, LLC
N/A—2,600-2,600-100%$380.4K———
Ausdal Financial Partners, Inc.
N/A—2,581-2,581-100%$377.6K———
Mosaic Family Wealth Partners, LLC
N/A—2,442-2,442-100%$357.2K———
Rockefeller Capital Management L.P.
N/A—2,342-2,342-100%$342.8K———
MAI Capital Management
N/A—2,211-2,211-100%$323.4K———
Nova Wealth Management, Inc.
N/A—2,151-2,151-100%$314.7K———
Rialto Wealth Management, LLC
N/A—2,067-2,067-100%$302.4K———
Octavia Wealth Advisors, LLC
N/A—2,021-2,021-100%$295.7K———
VSM Wealth Advisory, LLC
N/A—1,956-1,956-100%$286.2K———
Bridges Investment Management Inc
N/A—1,930-1,930-100%$282.4K———
Jacobs Equity LLC
N/A—1,914-1,914-100%$280.0K———
Bcgm Wealth Management, LLC
N/A—1,761-1,761-100%$257.7K———
Global Retirement Partners, LLC
N/A—1,728-1,728-100%$252.8K———
Stratos Wealth Partners, Ltd.
N/A—1,683-1,683-100%$246.3K———
Principal Securities, Inc.
N/A—1,679-1,679-100%$245.6K———
Wealthquest Corp
N/A—1,588-1,588-100%$232.3K———
Brown Advisory Inc
N/A—1,523-1,523-100%$222.8K———
Zhang Financial LLC
N/A—1,518-1,518-100%$222.1K———
Northern Trust Corp
N/A—1,515-1,515-100%$221.6K———
JMG Financial Group, Ltd.
N/A—1,464-1,464-100%$214.2K———
Vanguard Advisers Inc
N/A—1,282-1,282-100%$187.6K———
Arax Advisory Partners
N/A—1,194-1,194-100%$174.7K———
Godfrey Financial Associates, Inc.
N/A—782-782-100%$114.4K———
Ameriflex Group, Inc.
N/A—694-694-100%$101.5K———
O'shaughnessy Asset Management, LLC
N/A—424-424-100%$62.0K———
SOA Wealth Advisors, Llc.
N/A—344-344-100%$50.3K———
FAS Wealth Partners, Inc.
N/A—302-302-100%$44.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—221-221-100%$32.3K———
Smartleaf Asset Management LLC
N/A—189-189-100%$27.3K———
Walsh & Associates, LLC
N/A—182-182-100%$26.6K———
Crews Bank & Trust
N/A—80-80-100%$11.7K———
BlackRock, Inc.
N/A—75-75-100%$11.0K———
Whittier Trust Co
N/A—73-73-100%$10.5K———
IFG Advisory, LLC
N/A—59-59-100%$8.6K———
Strive Financial Group,LLC
N/A—21-21-100%$3.1K———
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