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Vanguard Core-Plus Bond ETF (VPLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares477,335 from 159,805
Change+317,530 (+199%)
Value$35.3M (+$22.9M)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
NEW
Shares459,993
Change+459,993
Value$34.0M
Filed 2026-11-05
Keystone Financial Group, Inc.
INCREASED
Shares316,931 from 292,988
Change+23,943 (+8%)
Value$23.5M (+$727.3K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
INCREASED
Shares309,237 from 301,707
Change+7,530 (+3%)
Value$22.9M (-$396.1K)
Filed 2026-10-09
Diversified Portfolios, Inc.
INCREASED
Shares257,774 from 232,499
Change+25,275 (+11%)
Value$19.1M (+$1.0M)
Filed 2026-11-04
Howard Financial Services, Ltd.
INCREASED
Shares234,148 from 125,052
Change+109,096 (+87%)
Value$17.3M (+$7.6M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares230,601 from 170,399
Change+60,202 (+35%)
Value$17.1M (+$3.8M)
Filed 2026-11-02
Harbor Group, Inc.
INCREASED
Shares213,839 from 103,659
Change+110,180 (+106%)
Value$15.8M (+$7.8M)
Filed 2026-10-14
Balance Wealth Partners LLC
INCREASED
Shares212,851 from 206,733
Change+6,118 (+3%)
Value$15.8M (-$284.3K)
Filed 2026-10-27
Vicus Capital
INCREASED
Shares204,025 from 112,939
Change+91,086 (+81%)
Value$15.1M (+$6.3M)
Filed 2026-11-05
NavPoint Financial, Inc.
INCREASED
Shares195,509 from 151,332
Change+44,177 (+29%)
Value$14.5M (+$2.7M)
Filed 2026-10-21
Verum Partners LLC
INCREASED
Shares168,015 from 6,701
Change+161,314 (+2407%)
Value$12.4M (+$11.9M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares162,834 from 71,521
Change+91,313 (+128%)
Value$12.1M (+$6.5M)
Filed 2026-10-08
Lakewood Asset Management LLC
INCREASED
Shares159,503 from 141,422
Change+18,081 (+13%)
Value$11.8M (+$833.9K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
NEW
Shares136,507
Change+136,507
Value$10.1M
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares129,979 from 112,006
Change+17,973 (+16%)
Value$9.6M (+$1.0M)
Filed 2026-10-13
Landmark Wealth Management, LLC
INCREASED
Shares126,313 from 121,511
Change+4,802 (+4%)
Value$9.3M (-$77.9K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares97,089 from 86,734
Change+10,355 (+12%)
Value$7.2M (+$457.1K)
Filed 2026-10-27
Fagan Associates, Inc.
DECREASED
Shares89,026 from 93,216
Change-4,190 (-4%)
Value$6.6M (-$642.5K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares88,594 from 88,830
Change-236 (0%)
Value$6.6M (-$334.2K)
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares82,174
Change+82,174
Value$6.1K
Filed 2026-11-05
Acorn Creek Capital LLC
NEW
Shares71,748
Change+71,748
Value$5.3M
Filed 2026-11-05
Burton Enright Welch
INCREASED
Shares66,512 from 22,661
Change+43,851 (+194%)
Value$4.9M (+$3.2M)
Filed 2026-11-04
Red Mountain Financial, LLC
DECREASED
Shares52,774 from 55,952
Change-3,178 (-6%)
Value$3.9M (-$434.7K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares51,400 from 18,855
Change+32,545 (+173%)
Value$3.8M (+$2.3M)
Filed 2026-11-02
Omni 360 Wealth, Inc.
INCREASED
Shares50,912 from 49,818
Change+1,094 (+2%)
Value$3.8M (-$96.7K)
Filed 2026-10-13
Kaizen Financial Strategies
INCREASED
Shares48,952 from 47,021
Change+1,931 (+4%)
Value$3.6M (-$5.7K)
Filed 2026-10-09
Grant Street Asset Management, Inc.
INCREASED
Shares47,664 from 47,209
Change+455 (+1%)
Value$3.5M (-$134.6K)
Filed 2026-10-26
Retirement Planning Group, LLC
INCREASED
Shares46,277 from 27,664
Change+18,613 (+67%)
Value$3.4M (+$1.3M)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares44,094 from 45,103
Change-1,009 (-2%)
Value$3.3M (-$235.5K)
Filed 2026-10-28
Dahring | Cusmano LLC
INCREASED
Shares43,974 from 35,188
Change+8,786 (+25%)
Value$3.3M (+$524.8K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares40,224 from 14,296
Change+25,928 (+181%)
Value$3.0M (+$1.9M)
Filed 2026-10-23
Confluence Wealth Services, Inc.
INCREASED
Shares36,301 from 21,264
Change+15,037 (+71%)
Value$2.7M (+$1.0M)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares36,215 from 5,968
Change+30,247 (+507%)
Value$2.7M (+$2.2M)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares35,648 from 34,123
Change+1,525 (+4%)
Value$2.6M (-$8.8K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
NEW
Shares31,187
Change+31,187
Value$2.3M
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares29,424 from 27,666
Change+1,758 (+6%)
Value$2.2M (+$31.5K)
Filed 2026-10-14
Stonehearth Capital Management, LLC
DECREASED
Shares28,216 from 28,317
Change-101 (0%)
Value$2.1M (-$108.5K)
Filed 2026-10-13
CGN Advisors LLC
NEW
Shares26,296
Change+26,296
Value$1.9M
Filed 2026-10-21
Compound Planning, Inc.
NEW
Shares24,855
Change+24,855
Value$1.8M
Filed 2026-11-05
WBH Advisory Inc
NEW
Shares24,037
Change+24,037
Value$1.8M
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares22,771 from 22,317
Change+454 (+2%)
Value$1.7M (-$46.0K)
Filed 2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares20,278 from 16,319
Change+3,959 (+24%)
Value$1.5M (+$234.8K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares19,908
Change+19,908
Value$1.5M
Filed 2026-10-30
Centurion Wealth Management LLC
INCREASED
Shares18,980 from 18,724
Change+256 (+1%)
Value$1.4M (-$47.8K)
Filed 2026-10-13
Steph & Co
INCREASED
Shares16,989 from 4,901
Change+12,088 (+247%)
Value$1.3M (+$877.2K)
Filed 2026-10-07
Integrated Advisors Network LLC
DECREASED
Shares16,942 from 17,773
Change-831 (-5%)
Value$1.3M (-$124.9K)
Filed 2026-10-20
XY Planning Network, Inc.
DECREASED
Shares16,697 from 17,696
Change-999 (-6%)
Value$1.2M (-$137.0K)
Filed 2026-10-14
Financial Insights, Inc.
INCREASED
Shares13,761 from 9,745
Change+4,016 (+41%)
Value$1.0M (+$262.5K)
Filed 2026-10-27
Citizens Financial Group Inc
INCREASED
Shares12,999 from 12,848
Change+151 (+1%)
Value$962.1K (-$34.6K)
Filed 2026-10-23
Westwind Capital
NEW
Shares12,546
Change+12,546
Value$929
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares11,894 from 12,113
Change-219 (-2%)
Value$880.3K (-$59.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,410 from 11,315
Change+95 (+1%)
Value$844 (-$877.2K)
Filed 2026-11-02
GSG Advisors LLC
INCREASED
Shares11,338 from 11,213
Change+125 (+1%)
Value$839.1K (-$30.8K)
Filed 2026-11-03
Cypress Point Wealth Management, LLC
DECREASED
Shares10,422 from 14,049
Change-3,627 (-26%)
Value$771.3K (-$318.6K)
Filed 2026-11-03
LifeGoal Investments, LLC
INCREASED
Shares9,423 from 3,219
Change+6,204 (+193%)
Value$697.4K (+$447.7K)
Filed 2026-10-09
Embree Financial Group
INCREASED
Shares9,156 from 7,681
Change+1,475 (+19%)
Value$677.6K (+$81.8K)
Filed 2026-10-22
First American Bank
INCREASED
Shares8,990 from 6,844
Change+2,146 (+31%)
Value$665.3K (+$134.4K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares8,785 from 4,582
Change+4,203 (+92%)
Value$650.2K (+$294.7K)
Filed 2026-10-14
RED Lighthouse Investment Management, LLC
INCREASED
Shares8,240 from 7,516
Change+724 (+10%)
Value$609.9K (+$26.8K)
Filed 2026-11-02
Hurlow Wealth Management Group, Inc.
NEW
Shares8,171
Change+8,171
Value$604.7K
Filed 2026-10-29
Platt Wealth Management LLC
INCREASED
Shares7,522 from 6,882
Change+640 (+9%)
Value$556 (-$532.4K)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares7,205 from 630
Change+6,575 (+1044%)
Value$533.2K (+$484.4K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares6,825 from 4,325
Change+2,500 (+58%)
Value$505.1K (+$169.6K)
Filed 2026-10-22
Private Management Group Inc
INCREASED
Shares6,209 from 5,933
Change+276 (+5%)
Value$459.5K (-$730)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares6,020 from 6,280
Change-260 (-4%)
Value$445.5K (-$41.6K)
Filed 2026-10-23
Breakwater Capital Group
DECREASED
Shares5,919 from 7,094
Change-1,175 (-17%)
Value$438.0K (-$112.3K)
Filed 2026-10-09
Momentous Wealth Management, Inc.
NEW
Shares5,847
Change+5,847
Value$432.7K
Filed 2026-10-21
Longview Financial Advisors, Inc.
NEW
Shares5,810
Change+5,810
Value$430.0K
Filed 2026-10-09
Advisortrust Partners, LLC
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$387.5K (-$18.7K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares5,209 from 14,694
Change-9,485 (-65%)
Value$385.5K (-$754.4K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares5,182 from 5,323
Change-141 (-3%)
Value$383.5K (-$29.5K)
Filed 2026-11-03
Aurora Private Wealth, Inc.
INCREASED
Shares4,988 from 4,645
Change+343 (+7%)
Value$369 (-$359.6K)
Filed 2026-10-20
Financial Security Advisor, Inc.
NEW
Shares4,968
Change+4,968
Value$367.7K
Filed 2026-11-03
High Net Worth Advisory Group LLC
NEW
Shares4,811
Change+4,811
Value$356.1K
Filed 2026-10-26
Acorn Wealth Advisors, LLC
DECREASED
Shares4,679 from 4,784
Change-105 (-2%)
Value$346.3K (-$24.8K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares4,529 from 179
Change+4,350 (+2430%)
Value$335.2K (+$321.3K)
Filed 2026-10-16
HB Wealth Management, LLC
UNCHANGED
Shares4,453 from 4,453
Change0 (0%)
Value$329.6K (-$15.9K)
Filed 2026-10-23
Capital Planning LLC
UNCHANGED
Shares4,428 from 4,428
Change0 (0%)
Value$327.7K (-$15.8K)
Filed 2026-10-09
Atria Investments, Inc
NEW
Shares4,414
Change+4,414
Value$326.7K
Filed 2026-10-15
Integrity Alliance, Llc.
UNCHANGED
Shares4,083 from 4,083
Change0 (0%)
Value$302.2K (-$14.6K)
Filed 2026-10-29
Krilogy Financial LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$296.1K (-$14.2K)
Filed 2026-10-13
Soundwatch Capital LLC
UNCHANGED
Shares3,326 from 3,326
Change0 (0%)
Value$245.3K (-$12.7K)
Filed 2026-11-04
MCF Advisors LLC
UNCHANGED
Shares2,970 from 2,970
Change0 (0%)
Value$219.8K (-$10.6K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares2,963 from 2,953
Change+10 (+0%)
Value$219.3K (-$9.8K)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$211.1K (-$10.2K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares2,848
Change+2,848
Value$210.8K
Filed 2026-10-16
Mainsail Asset Management, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$206.7K (-$8.8K)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares2,650 from 2,619
Change+31 (+1%)
Value$196.1K (-$7.1K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$166.5K (-$8.0K)
Filed 2026-10-05
Blume Capital Management, Inc.
INCREASED
Shares2,000 from 700
Change+1,300 (+186%)
Value$148.0K (+$93.7K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$111.0K (-$5.3K)
Filed 2026-10-09
Rossmore Private Capital
NEW
Shares1,250
Change+1,250
Value$92.5K
Filed 2026-10-27
Burk Holdings LLC
INCREASED
Shares1,004 from 993
Change+11 (+1%)
Value$74.3K (-$2.7K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$54 (-$56.9K)
Filed 2026-11-04
Joseph Group Capital Management
DECREASED
Shares660 from 2,180
Change-1,520 (-70%)
Value$48.8K (-$120.3K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares218 from 219
Change-1 (0%)
Value$16.1K (-$853)
Filed 2026-11-03
MB, Levis & Associates, LLC
INCREASED
Shares113 from 112
Change+1 (+1%)
Value$8.4K (-$301)
Filed 2026-10-16
Signature Equity Partners, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$8.2K (-$396)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares96 from 97
Change-1 (-1%)
Value$7.1K (-$420)
Filed 2026-11-05
R. W. Roge & Company, Inc.
CLOSED
Shares0 from 127,432
Change-127,432 (-100%)
Value$0 (-$9.9M)
Filed 2026-11-04
Iams Wealth Management, LLC
CLOSED
Shares0 from 33,652
Change-33,652 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-15
Heck Capital Advisors, LLC
CLOSED
Shares0 from 22,623
Change-22,623 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-14
Firestone Capital Management
CLOSED
Shares0 from 5,999
Change-5,999 (-100%)
Value$0 (-$465.4K)
Filed 2026-11-03
Parsons Capital Management Inc
CLOSED
Shares0 from 3,044
Change-3,044 (-100%)
Value$0 (-$236.1K)
Filed 2026-10-28
Financial Synergies Wealth Advisors, Inc.
CLOSED
Shares0 from 2,870
Change-2,870 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-16
LJI Wealth Management, LLC
CLOSED
Shares0 from 2,737
Change-2,737 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-28
Apollon Wealth Management, LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 752
Change-752 (-100%)
Value$0 (-$58.0K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 611
Change-611 (-100%)
Value$0 (-$47.4K)
Filed 2026-10-16
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$32)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$72 (-$2)
Filed 2026-10-08
Bank of America Corp
N/A
Shares— from 1,987,606
Change-1,987,606 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 704,775
Change-704,775 (-100%)
Value—
Betterment LLC
N/A
Shares— from 582,358
Change-582,358 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 547,880
Change-547,880 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 507,861
Change-507,861 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 422,448
Change-422,448 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 366,127
Change-366,127 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 305,536
Change-305,536 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 298,699
Change-298,699 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 239,483
Change-239,483 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 234,711
Change-234,711 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 219,860
Change-219,860 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 165,370
Change-165,370 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 141,904
Change-141,904 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 140,655
Change-140,655 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 117,526
Change-117,526 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 93,051
Change-93,051 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 92,412
Change-92,412 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 90,080
Change-90,080 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 88,372
Change-88,372 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 87,197
Change-87,197 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 81,997
Change-81,997 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 70,369
Change-70,369 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 65,232
Change-65,232 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 60,243
Change-60,243 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 59,792
Change-59,792 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 59,771
Change-59,771 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 58,655
Change-58,655 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 56,168
Change-56,168 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 54,803
Change-54,803 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 49,818
Change-49,818 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 38,694
Change-38,694 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 32,385
Change-32,385 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,504
Change-31,504 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,998
Change-30,998 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,121
Change-29,121 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 28,267
Change-28,267 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,712
Change-26,712 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,071
Change-26,071 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 23,599
Change-23,599 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 21,411
Change-21,411 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,063
Change-19,063 (-100%)
Value—
UBS Group AG
N/A
Shares— from 17,170
Change-17,170 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 15,246
Change-15,246 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 14,838
Change-14,838 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 11,825
Change-11,825 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 7,754
Change-7,754 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,526
Change-5,526 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 433
Change-433 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Alps Advisors Inc
INCREASED477,335159,805+317,530+199%$12.4M$35.3M+$22.9M2026-11-03
Acumen Wealth Advisors, LLC
NEW459,993—+459,993——$34.0M—2026-11-05
Keystone Financial Group, Inc.
INCREASED316,931292,988+23,943+8%$22.7M$23.5M+$727.3K2026-10-13
Insight Wealth Strategies, LLC
INCREASED309,237301,707+7,530+3%$23.3M$22.9M-$396.1K2026-10-09
Diversified Portfolios, Inc.
INCREASED257,774232,499+25,275+11%$18.0M$19.1M+$1.0M2026-11-04
Howard Financial Services, Ltd.
INCREASED234,148125,052+109,096+87%$9.7M$17.3M+$7.6M2026-10-15
Commonwealth Equity Services, LLC
INCREASED230,601170,399+60,202+35%$13.2M$17.1M+$3.8M2026-11-02
Harbor Group, Inc.
INCREASED213,839103,659+110,180+106%$8.0M$15.8M+$7.8M2026-10-14
Balance Wealth Partners LLC
INCREASED212,851206,733+6,118+3%$16.0M$15.8M-$284.3K2026-10-27
Vicus Capital
INCREASED204,025112,939+91,086+81%$8.8M$15.1M+$6.3M2026-11-05
NavPoint Financial, Inc.
INCREASED195,509151,332+44,177+29%$11.7M$14.5M+$2.7M2026-10-21
Verum Partners LLC
INCREASED168,0156,701+161,314+2407%$519.8K$12.4M+$11.9M2026-10-21
Farther Finance Advisors, LLC
INCREASED162,83471,521+91,313+128%$5.5M$12.1M+$6.5M2026-10-08
Lakewood Asset Management LLC
INCREASED159,503141,422+18,081+13%$11.0M$11.8M+$833.9K2026-10-26
Physician Wealth Advisors, Inc.
NEW136,507—+136,507——$10.1M—2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED129,979112,006+17,973+16%$8.6M$9.6M+$1.0M2026-10-13
Landmark Wealth Management, LLC
INCREASED126,313121,511+4,802+4%$9.4M$9.3M-$77.9K2026-11-03
North Star Investment Management Corp.
INCREASED97,08986,734+10,355+12%$6.7M$7.2M+$457.1K2026-10-27
Fagan Associates, Inc.
DECREASED89,02693,216-4,190-4%$7.2M$6.6M-$642.5K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED88,59488,830-2360%$6.9M$6.6M-$334.2K2026-10-13
Thrivent Financial for Lutherans
NEW82,174—+82,174——$6.1K—2026-11-05
Acorn Creek Capital LLC
NEW71,748—+71,748——$5.3M—2026-11-05
Burton Enright Welch
INCREASED66,51222,661+43,851+194%$1.8M$4.9M+$3.2M2026-11-04
Red Mountain Financial, LLC
DECREASED52,77455,952-3,178-6%$4.3M$3.9M-$434.7K2026-11-03
Kestra Advisory Services, LLC
INCREASED51,40018,855+32,545+173%$1.5M$3.8M+$2.3M2026-11-02
Omni 360 Wealth, Inc.
INCREASED50,91249,818+1,094+2%$3.9M$3.8M-$96.7K2026-10-13
Kaizen Financial Strategies
INCREASED48,95247,021+1,931+4%$3.6M$3.6M-$5.7K2026-10-09
Grant Street Asset Management, Inc.
INCREASED47,66447,209+455+1%$3.7M$3.5M-$134.6K2026-10-26
Retirement Planning Group, LLC
INCREASED46,27727,664+18,613+67%$2.1M$3.4M+$1.3M2026-10-19
Sage Rhino Capital LLC
DECREASED44,09445,103-1,009-2%$3.5M$3.3M-$235.5K2026-10-28
Dahring | Cusmano LLC
INCREASED43,97435,188+8,786+25%$2.7M$3.3M+$524.8K2026-11-03
Bernardo Wealth Planning LLC
INCREASED40,22414,296+25,928+181%$1.1M$3.0M+$1.9M2026-10-23
Confluence Wealth Services, Inc.
INCREASED36,30121,264+15,037+71%$1.6M$2.7M+$1.0M2026-11-05
Strategic Blueprint, LLC
INCREASED36,2155,968+30,247+507%$463.0K$2.7M+$2.2M2026-10-22
IFP Advisors, Inc
INCREASED35,64834,123+1,525+4%$2.6M$2.6M-$8.8K2026-10-16
Crusonia Wealth Advisors LLC
NEW31,187—+31,187——$2.3M—2026-10-26
Triumph Capital Management
INCREASED29,42427,666+1,758+6%$2.1M$2.2M+$31.5K2026-10-14
Stonehearth Capital Management, LLC
DECREASED28,21628,317-1010%$2.2M$2.1M-$108.5K2026-10-13
CGN Advisors LLC
NEW26,296—+26,296——$1.9M—2026-10-21
Compound Planning, Inc.
NEW24,855—+24,855——$1.8M—2026-11-05
WBH Advisory Inc
NEW24,037—+24,037——$1.8M—2026-11-05
D.A. Davidson & Co.
INCREASED22,77122,317+454+2%$1.7M$1.7M-$46.0K2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED20,27816,319+3,959+24%$1.3M$1.5M+$234.8K2026-10-29
Provenance Wealth Advisors, LLC
NEW19,908—+19,908——$1.5M—2026-10-30
Centurion Wealth Management LLC
INCREASED18,98018,724+256+1%$1.5M$1.4M-$47.8K2026-10-13
Steph & Co
INCREASED16,9894,901+12,088+247%$380.2K$1.3M+$877.2K2026-10-07
Integrated Advisors Network LLC
DECREASED16,94217,773-831-5%$1.4M$1.3M-$124.9K2026-10-20
XY Planning Network, Inc.
DECREASED16,69717,696-999-6%$1.4M$1.2M-$137.0K2026-10-14
Financial Insights, Inc.
INCREASED13,7619,745+4,016+41%$756.0K$1.0M+$262.5K2026-10-27
Citizens Financial Group Inc
INCREASED12,99912,848+151+1%$996.7K$962.1K-$34.6K2026-10-23
Westwind Capital
NEW12,546—+12,546——$929—2026-10-08
StoneX Group Inc.
DECREASED11,89412,113-219-2%$939.7K$880.3K-$59.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED11,41011,315+95+1%$878.0K$844-$877.2K2026-11-02
GSG Advisors LLC
INCREASED11,33811,213+125+1%$869.9K$839.1K-$30.8K2026-11-03
Cypress Point Wealth Management, LLC
DECREASED10,42214,049-3,627-26%$1.1M$771.3K-$318.6K2026-11-03
LifeGoal Investments, LLC
INCREASED9,4233,219+6,204+193%$249.7K$697.4K+$447.7K2026-10-09
Embree Financial Group
INCREASED9,1567,681+1,475+19%$595.9K$677.6K+$81.8K2026-10-22
First American Bank
INCREASED8,9906,844+2,146+31%$530.9K$665.3K+$134.4K2026-10-27
Mather Group, Llc.
INCREASED8,7854,582+4,203+92%$355.5K$650.2K+$294.7K2026-10-14
RED Lighthouse Investment Management, LLC
INCREASED8,2407,516+724+10%$583.1K$609.9K+$26.8K2026-11-02
Hurlow Wealth Management Group, Inc.
NEW8,171—+8,171——$604.7K—2026-10-29
Platt Wealth Management LLC
INCREASED7,5226,882+640+9%$533.0K$556-$532.4K2026-11-04
First Pacific Financial
INCREASED7,205630+6,575+1044%$48.9K$533.2K+$484.4K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED6,8254,325+2,500+58%$335.5K$505.1K+$169.6K2026-10-22
Private Management Group Inc
INCREASED6,2095,933+276+5%$460.3K$459.5K-$7302026-11-04
Wilmington Savings Fund Society, FSB
DECREASED6,0206,280-260-4%$487.2K$445.5K-$41.6K2026-10-23
Breakwater Capital Group
DECREASED5,9197,094-1,175-17%$550.3K$438.0K-$112.3K2026-10-09
Momentous Wealth Management, Inc.
NEW5,847—+5,847——$432.7K—2026-10-21
Longview Financial Advisors, Inc.
NEW5,810—+5,810——$430.0K—2026-10-09
Advisortrust Partners, LLC
UNCHANGED5,2365,23600%$406.2K$387.5K-$18.7K2026-11-02
Creative Planning
DECREASED5,20914,694-9,485-65%$1.1M$385.5K-$754.4K2026-11-02
Parallel Advisors, LLC
DECREASED5,1825,323-141-3%$413.0K$383.5K-$29.5K2026-11-03
Aurora Private Wealth, Inc.
INCREASED4,9884,645+343+7%$360.0K$369-$359.6K2026-10-20
Financial Security Advisor, Inc.
NEW4,968—+4,968——$367.7K—2026-11-03
High Net Worth Advisory Group LLC
NEW4,811—+4,811——$356.1K—2026-10-26
Acorn Wealth Advisors, LLC
DECREASED4,6794,784-105-2%$371.1K$346.3K-$24.8K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED4,529179+4,350+2430%$13.9K$335.2K+$321.3K2026-10-16
HB Wealth Management, LLC
UNCHANGED4,4534,45300%$345.4K$329.6K-$15.9K2026-10-23
Capital Planning LLC
UNCHANGED4,4284,42800%$343.5K$327.7K-$15.8K2026-10-09
Atria Investments, Inc
NEW4,414—+4,414——$326.7K—2026-10-15
Integrity Alliance, Llc.
UNCHANGED4,0834,08300%$316.7K$302.2K-$14.6K2026-10-29
Krilogy Financial LLC
UNCHANGED4,0004,00000%$310.3K$296.1K-$14.2K2026-10-13
Soundwatch Capital LLC
UNCHANGED3,3263,32600%$258.0K$245.3K-$12.7K2026-11-04
MCF Advisors LLC
UNCHANGED2,9702,97000%$230.4K$219.8K-$10.6K2026-10-28
Brookstone Capital Management
INCREASED2,9632,953+10+0%$229.1K$219.3K-$9.8K2026-10-22
Pinnacle Financial Group, LLC / IL
UNCHANGED2,8532,85300%$221.3K$211.1K-$10.2K2026-10-29
Concurrent Investment Advisors, LLC
NEW2,848—+2,848——$210.8K—2026-10-16
Mainsail Asset Management, LLC
UNCHANGED2,8002,80000%$215.5K$206.7K-$8.8K2026-10-14
Jacobi Capital Management LLC
INCREASED2,6502,619+31+1%$203.2K$196.1K-$7.1K2026-11-05
Eastern Bank
UNCHANGED2,2502,25000%$174.5K$166.5K-$8.0K2026-10-05
Blume Capital Management, Inc.
INCREASED2,000700+1,300+186%$54.3K$148.0K+$93.7K2026-10-26
Gilpin Wealth Management, LLC
UNCHANGED1,5001,50000%$116.4K$111.0K-$5.3K2026-10-09
Rossmore Private Capital
NEW1,250—+1,250——$92.5K—2026-10-27
Burk Holdings LLC
INCREASED1,004993+11+1%$77.0K$74.3K-$2.7K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED73273200%$57.0K$54-$56.9K2026-11-04
Joseph Group Capital Management
DECREASED6602,180-1,520-70%$169.1K$48.8K-$120.3K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED218219-10%$17.0K$16.1K-$8532026-11-03
MB, Levis & Associates, LLC
INCREASED113112+1+1%$8.7K$8.4K-$3012026-10-16
Signature Equity Partners, LLC
UNCHANGED11111100%$8.6K$8.2K-$3962026-10-29
Fifth Third Bancorp
DECREASED9697-1-1%$7.5K$7.1K-$4202026-11-05
R. W. Roge & Company, Inc.
CLOSED0127,432-127,432-100%$9.9M$0-$9.9M2026-11-04
Iams Wealth Management, LLC
CLOSED033,652-33,652-100%$2.6M$0-$2.6M2026-10-15
Heck Capital Advisors, LLC
CLOSED022,623-22,623-100%$1.8M$0-$1.8M2026-10-14
Firestone Capital Management
CLOSED05,999-5,999-100%$465.4K$0-$465.4K2026-11-03
Parsons Capital Management Inc
CLOSED03,044-3,044-100%$236.1K$0-$236.1K2026-10-28
Financial Synergies Wealth Advisors, Inc.
CLOSED02,870-2,870-100%$222.6K$0-$222.6K2026-10-16
LJI Wealth Management, LLC
CLOSED02,737-2,737-100%$212.3K$0-$212.3K2026-10-28
Apollon Wealth Management, LLC
CLOSED02,600-2,600-100%$201.7K$0-$201.7K2026-10-23
TD Waterhouse Canada Inc.
CLOSED0752-752-100%$58.0K$0-$58.0K2026-10-16
Signature Resources Capital Management, LLC
CLOSED0611-611-100%$47.4K$0-$47.4K2026-10-16
Kozak & Associates, Inc.
CLOSED000—$32$0-$322026-10-29
CoreCap Advisors, LLC
DECREASED01-1-100%$74$72-$22026-10-08
Bank of America Corp
N/A—1,987,606-1,987,606-100%$154.2M———
LPL Financial LLC
N/A—704,775-704,775-100%$54.7M———
Betterment LLC
N/A—582,358-582,358-100%$45.2M———
Royal Bank of Canada
N/A—547,880-547,880-100%$42.5M———
Johnson Financial Group, Inc.
N/A—507,861-507,861-100%$39.4M———
Osaic Holdings, Inc.
N/A—422,448-422,448-100%$32.8M———
Summit Financial, LLC
N/A—366,127-366,127-100%$28.4M———
First Commonwealth Financial Corp
N/A—305,536-305,536-100%$23.7M———
Raymond James Financial Inc
N/A—298,699-298,699-100%$23.2M———
Jones Financial Companies Lllp
N/A—239,483-239,483-100%$18.6M———
Mariner, LLC
N/A—234,711-234,711-100%$18.2M———
WNY Asset Management, LLC
N/A—219,860-219,860-100%$17.1M———
Leavell Investment Management, Inc.
N/A—165,370-165,370-100%$12.8M———
Roehl & Yi Investment Advisors, LLC
N/A—141,904-141,904-100%$11.0M———
Pasadena Private Wealth, LLC
N/A—140,655-140,655-100%$10.9M———
Ausdal Financial Partners, Inc.
N/A—117,526-117,526-100%$9.1M———
Evolve Private Wealth, LLC
N/A—93,051-93,051-100%$7.2M———
Panoramic Investment Advisors, LLC
N/A—92,412-92,412-100%$7.2M———
Beaird Harris Wealth Management, LLC
N/A—90,080-90,080-100%$7.0M———
United Capital Financial Advisors, LLC
N/A—88,372-88,372-100%$6.8M———
MorganRosel Wealth Management, LLC
N/A—87,197-87,197-100%$6.8M———
Integrity Wealth Solutions LLC
N/A—81,997-81,997-100%$6.4M———
Silver OAK Securities, Incorporated
N/A—70,369-70,369-100%$5.5M———
Janney Montgomery Scott LLC
N/A—65,232-65,232-100%$5.1M———
Investment Advisory Group, LLC
N/A—60,243-60,243-100%$4.7M———
Old Mission Capital LLC
N/A—59,792-59,792-100%$4.6M———
Entruity Wealth, LLC
N/A—59,771-59,771-100%$4.6M———
Beacon Pointe Advisors, LLC
N/A—58,655-58,655-100%$4.6M———
Cornerstone Advisors Asset Management, LLC
N/A—56,168-56,168-100%$4.4M———
CFO4Life Group, LLC
N/A—54,803-54,803-100%$4.3M———
Focus Partners Advisor Solutions, LLC
N/A—49,818-49,818-100%$3.9M———
Cerity Partners LLC
N/A—38,694-38,694-100%$3.0M———
Stonebridge Financial Planning Group, LLC
N/A—32,385-32,385-100%$2.5M———
Quadrature Capital Ltd
N/A—31,504-31,504-100%$2.4M———
Arax Advisory Partners
N/A—30,998-30,998-100%$2.4M———
Advyzon Investment Management, LLC
N/A—29,121-29,121-100%$2.3M———
Cogent Private Wealth, Inc.
N/A—28,267-28,267-100%$2.2M———
HighTower Advisors, LLC
N/A—26,712-26,712-100%$2.1M———
Citadel Advisors LLC
N/A—26,071-26,071-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—23,599-23,599-100%$1.8M———
Topsail Wealth Management, LLC
N/A—21,411-21,411-100%$1.7M———
Natixis Advisors, LLC
N/A—19,063-19,063-100%$1.5M———
UBS Group AG
N/A—17,170-17,170-100%$1.3M———
Brooks, Moore & Associates, Inc.
N/A—15,246-15,246-100%$1.2M———
Barnes Pettey Financial Advisors, LLC
N/A—14,838-14,838-100%$1.2M———
Roberts Glore & Co Inc
N/A—11,825-11,825-100%$917.4K———
Private Advisor Group, LLC
N/A—10,816-10,816-100%$839.1K———
Eldridge Investment Advisors, Inc.
N/A—8,221-8,221-100%$635.4K———
GatePass Capital, LLC
N/A—8,026-8,026-100%$622.6K———
Bridgewealth Advisory Group, LLC
N/A—7,754-7,754-100%$601.5K———
Stratos Wealth Partners, Ltd.
N/A—7,100-7,100-100%$550.8K———
AQR Capital Management LLC
N/A—6,800-6,800-100%$527.5K———
Envestnet Asset Management Inc
N/A—5,971-5,971-100%$463.2K———
Fiduciary Financial Advisors
N/A—5,526-5,526-100%$428.4K———
Steward Partners Investment Advisory, LLC
N/A—5,265-5,265-100%$408.4K———
Yukon Wealth Management, Inc.
N/A—4,988-4,988-100%$386.9K———
Keystone Financial Group
N/A—4,753-4,753-100%$368.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,701-4,701-100%$364.7K———
CIBC Bancorp USA Inc.
N/A—4,514-4,514-100%$350.2K———
NewEdge Advisors, LLC
N/A—4,512-4,512-100%$350.0K———
Gateway Wealth Partners, LLC
N/A—4,431-4,431-100%$343.7K———
Colter Lewis Investment Partners LLC
N/A—4,088-4,088-100%$317.1K———
Advisory Services Network, LLC
N/A—4,029-4,029-100%$312.6K———
Addison Advisors LLC
N/A—3,406-3,406-100%$264.2K———
Harbour Investments, Inc.
N/A—2,336-2,336-100%$181.2K———
Smartleaf Asset Management LLC
N/A—1,877-1,877-100%$146.2K———
Geneos Wealth Management Inc.
N/A—1,760-1,760-100%$136.5K———
BFC Planning, Inc.
N/A—860-860-100%$66.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—860-860-100%$66.7K———
AE Wealth Management LLC
N/A—640-640-100%$49.6K———
Tanglewood Legacy Advisors, LLC
N/A—520-520-100%$40.3K———
Morgan Stanley
N/A—433-433-100%$33.6K———
Wellington-Altus USA Inc.
N/A—323-323-100%$25.1K———
Anchor Investment Management, LLC
N/A—255-255-100%$19.8K———
Medallion Wealth Advisors, LLC
N/A—236-236-100%$18.3K———
Godfrey Financial Associates, Inc.
N/A—138-138-100%$10.7K———
Continuum Advisory, LLC
N/A—89-89-100%$6.9K———
Cbiz Investment Advisory Services, LLC
N/A—79-79-100%$6.1K———
Global Retirement Partners, LLC
N/A—38-38-100%$2.9K———
Wells Fargo & Company
N/A—1-1-100%$115———
Showing 192 of 192 institutions