Vanguard Total World Bond ET (BNDW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Amicus Financial Advisors, LLC

INCREASED

Shares482,722 from 469,953

Change+12,769 (+3%)

Value$31.8M (-$418.1K)

Filed 2026-11-03

Aurelius Family Office LLC

DECREASED

Shares365,328 from 375,706

Change-10,378 (-3%)

Value$24.1M (-$1.7M)

Filed 2026-10-23

Two West Capital Advisors LLC

INCREASED

Shares270,984 from 267,551

Change+3,433 (+1%)

Value$17.9M (-$278.1K)

Filed 2026-10-15

Stone Summit Wealth LLC

INCREASED

Shares143,098 from 128,126

Change+14,972 (+12%)

Value$9.4M (+$642.7K)

Filed 2026-10-14

Five Pine Wealth Management

DECREASED

Shares62,874 from 80,901

Change-18,027 (-22%)

Value$4.1M (-$1.4M)

Filed 2026-10-20

Alhambra Investment Management LLC

DECREASED

Shares35,834 from 87,061

Change-51,227 (-59%)

Value$2.4M (-$3.6M)

Filed 2026-10-15

Professional Financial Advisors, LLC

DECREASED

Shares30,066 from 31,150

Change-1,084 (-3%)

Value$2.0M (-$154.8K)

Filed 2026-10-13

CFS Investment Advisory Services, LLC

INCREASED

Shares24,963 from 10,172

Change+14,791 (+145%)

Value$1.6M (+$949.1K)

Filed 2026-10-19

Inscription Capital, LLC

DECREASED

Shares16,530 from 16,717

Change-187 (-1%)

Value$1.1M (-$57.1K)

Filed 2026-11-02

Perigon Wealth Management, LLC

INCREASED

Shares15,256 from 7,996

Change+7,260 (+91%)

Value$1.0M (+$456.6K)

Filed 2026-10-22

TSA Wealth Managment LLC

INCREASED

Shares12,958 from 6,496

Change+6,462 (+99%)

Value$853.3K (+$408.1K)

Filed 2026-10-22

Bedminster, LLC

INCREASED

Shares9,731 from 6,899

Change+2,832 (+41%)

Value$640.8K (+$168.0K)

Filed 2026-11-04

Clark Asset Management, LLC

UNCHANGED

Shares8,270 from 8,270

Change0 (0%)

Value$544.6K (-$22.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares7,724 from 8,860

Change-1,136 (-13%)

Value$508.6K (-$98.5K)

Filed 2026-11-02

Ascent Group, LLC

INCREASED

Shares6,898 from 3,201

Change+3,697 (+116%)

Value$454.2K (+$234.9K)

Filed 2026-10-30

Braun-Bostich & Associates Inc.

NEW

Shares6,712

Change+6,712

Value$442.0K

Filed 2026-10-20

Apella Capital, LLC

DECREASED

Shares6,572 from 9,730

Change-3,158 (-32%)

Value$432.2K (-$228.9K)

Filed 2026-10-08

StoneX Group Inc.

INCREASED

Shares6,421 from 3,500

Change+2,921 (+83%)

Value$422.8K (+$183.0K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,415 from 5,738

Change+677 (+12%)

Value$423.1K (+$33.3K)

Filed 2026-10-13

KFG LLC

NEW

Shares5,941

Change+5,941

Value$391.2K

Filed 2026-11-02

Symmetry Partners, LLC

INCREASED

Shares5,941 from 5,506

Change+435 (+8%)

Value$391.2K (+$13.9K)

Filed 2026-10-27

Kestra Advisory Services, LLC

NEW

Shares5,867

Change+5,867

Value$386.3K

Filed 2026-11-02

Stolz & Associates, PS

NEW

Shares5,850

Change+5,850

Value$385.2K

Filed 2026-11-05

Endowment Wealth Management, Inc.

INCREASED

Shares5,432 from 3,643

Change+1,789 (+49%)

Value$357.7K (+$108.0K)

Filed 2026-11-03

Kings Path Partners LLC

DECREASED

Shares5,413 from 7,876

Change-2,463 (-31%)

Value$356.5K (-$183.3K)

Filed 2026-10-21

Creative Planning

UNCHANGED

Shares5,119 from 5,119

Change0 (0%)

Value$337.1K (-$13.7K)

Filed 2026-11-02

Lido Advisors, LLC

INCREASED

Shares4,881 from 4,805

Change+76 (+2%)

Value$321.4K (-$7.9K)

Filed 2026-11-04

Alterna Wealth Management, Inc

NEW

Shares4,852

Change+4,852

Value$319.5K

Filed 2026-10-27

Fifth Third Securities, Inc.

NEW

Shares4,705

Change+4,705

Value$309.8K

Filed 2026-10-21

Simon Quick Advisors, LLC

UNCHANGED

Shares4,348 from 4,348

Change0 (0%)

Value$286.3K (-$11.6K)

Filed 2026-10-26

Horst & Graben Wealth Management LLC

NEW

Shares4,247

Change+4,247

Value$279.7K

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares3,881 from 3,909

Change-28 (-1%)

Value$256 (-$267.7K)

Filed 2026-11-02

Wedmont Private Capital

INCREASED

Shares3,441 from 3,440

Change+1 (+0%)

Value$227.0K (-$6.8K)

Filed 2026-10-09

Abel Hall, LLC

NEW

Shares3,278

Change+3,278

Value$215.9K

Filed 2026-10-19

Sage Financial Group Inc

DECREASED

Shares3,137 from 3,545

Change-408 (-12%)

Value$206.6K (-$36.4K)

Filed 2026-10-27

Luminvest Wealth Management LLC

UNCHANGED

Shares3,078 from 3,078

Change0 (0%)

Value$202.7K (-$8.2K)

Filed 2026-10-14

S.A. Mason LLC

UNCHANGED

Shares2,683 from 2,683

Change0 (0%)

Value$176.7K (-$7.2K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares2,379 from 2,521

Change-142 (-6%)

Value$156.7K (-$16.1K)

Filed 2026-10-08

Blue Trust, Inc.

INCREASED

Shares2,252 from 200

Change+2,052 (+1026%)

Value$148.3K (+$134.6K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares1,127 from 1,127

Change0 (0%)

Value$74.2K (-$3.0K)

Filed 2026-11-03

DecisionPoint Financial, LLC

UNCHANGED

Shares939 from 939

Change0 (0%)

Value$61.8K (-$2.3K)

Filed 2026-10-27

Brown, Lisle Ings, Inc.

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$56.0K (-$2.3K)

Filed 2026-10-16

Heritage Family Offices, LLP

NEW

Shares780

Change+780

Value$51.4K

Filed 2026-11-02

CoreCap Advisors, LLC

DECREASED

Shares761 from 773

Change-12 (-2%)

Value$50.1K (-$2.9K)

Filed 2026-10-08

TD Waterhouse Canada Inc.

NEW

Shares603

Change+603

Value$39.7K

Filed 2026-10-16

Capital Investment Advisory Services, LLC

UNCHANGED

Shares420 from 420

Change0 (0%)

Value$27.7K (-$1.1K)

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares192 from 60

Change+132 (+220%)

Value$12.6K (+$8.5K)

Filed 2026-10-16

Your Advocates Ltd., LLP

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$11.3K (-$461)

Filed 2026-11-03

Peachtree Investment Partners, LLC

INCREASED

Shares171 from 166

Change+5 (+3%)

Value$11.3K (-$69)

Filed 2026-11-05

Buck Wealth Strategies, LLC

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$8.0K (-$322)

Filed 2026-10-28

3 Factor Indexing, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$4.2K (-$171)

Filed 2026-10-15

Parkside Financial Bank & Trust

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$3.5K (-$144)

Filed 2026-10-27

Investment Research & Advisory Group, Inc.

NEW

Shares8

Change+8

Value$527

Filed 2026-10-19

Kroeger Financial Partners

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$132 (-$5)

Filed 2026-10-19

Destiny Wealth Partners, LLC

CLOSED

Shares0 from 22,184

Change-22,184 (-100%)

Value$0 (-$1.5M)

Filed 2026-11-05

Able Financial Group, LLC

CLOSED

Shares0 from 7,300

Change-7,300 (-100%)

Value$0 (-$500.3K)

Filed 2026-10-14

Newport Capital Group, LLC

CLOSED

Shares0 from 3,626

Change-3,626 (-100%)

Value$0 (-$248.5K)

Filed 2026-10-16

Moneywise, Inc.

CLOSED

Shares0 from 3,586

Change-3,586 (-100%)

Value$0 (-$245.7K)

Filed 2026-10-30

Robinswood Financial LLC

CLOSED

Shares0 from 137

Change-137 (-100%)

Value$0 (-$9.4K)

Filed 2026-10-20

AdvisorNet Financial, Inc

CLOSED

Shares0 from 62

Change-62 (-100%)

Value$0 (-$4.2K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 5,680,829

Change-5,680,829 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 547,708

Change-547,708 (-100%)

Value—

Betterment LLC

N/A

Shares— from 408,910

Change-408,910 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 354,661

Change-354,661 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 340,318

Change-340,318 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 275,549

Change-275,549 (-100%)

Value—

Applied Capital LLC

N/A

Shares— from 247,229

Change-247,229 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 237,371

Change-237,371 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 215,049

Change-215,049 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 133,185

Change-133,185 (-100%)

Value—

E-Wealth Partners, LLC

N/A

Shares— from 112,873

Change-112,873 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 99,892

Change-99,892 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 83,314

Change-83,314 (-100%)

Value—

BlueCrest Capital Management Ltd

N/A

Shares— from 65,002

Change-65,002 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 63,734

Change-63,734 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 61,777

Change-61,777 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 56,746

Change-56,746 (-100%)

Value—

Cogent Private Wealth, Inc.

N/A

Shares— from 43,754

Change-43,754 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 27,395

Change-27,395 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,132

Change-25,132 (-100%)

Value—

Geometric Wealth Advisors

N/A

Shares— from 22,440

Change-22,440 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 21,773

Change-21,773 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 14,860

Change-14,860 (-100%)

Value—

17 Capital Partners, LLC

N/A

Shares— from 14,451

Change-14,451 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,776

Change-13,776 (-100%)

Value—

RIK Saylor Financial, Inc.

N/A

Shares— from 11,963

Change-11,963 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,574

Change-11,574 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,577

Change-9,577 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,136

Change-9,136 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 8,484

Change-8,484 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 8,085

Change-8,085 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,737

Change-7,737 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 7,171

Change-7,171 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 6,358

Change-6,358 (-100%)

Value—

Stonehage Fleming Financial Services Holdings Ltd

N/A

Shares— from 5,784

Change-5,784 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,781

Change-5,781 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 5,702

Change-5,702 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 5,426

Change-5,426 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 4,385

Change-4,385 (-100%)

Value—

Arcadia Wealth Management, Inc.

N/A

Shares— from 4,166

Change-4,166 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 4,076

Change-4,076 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 4,017

Change-4,017 (-100%)

Value—

American Investment Services, Inc.

N/A

Shares— from 3,707

Change-3,707 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 3,621

Change-3,621 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 3,552

Change-3,552 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 3,528

Change-3,528 (-100%)

Value—

Alpha Financial Advisors, LLC

N/A

Shares— from 3,425

Change-3,425 (-100%)

Value—

Aegis Wealth Management LLC

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 3,233

Change-3,233 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 3,025

Change-3,025 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1,806

Change-1,806 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,671

Change-1,671 (-100%)

Value—

Evolution Advisers, Inc.

N/A

Shares— from 1,132

Change-1,132 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 787

Change-787 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 423

Change-423 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 286

Change-286 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 270

Change-270 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 182

Change-182 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 150

Change-150 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 135

Change-135 (-100%)

Value—

Westend Capital Management, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

FMR LLC

N/A

Shares— from 91

Change-91 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 49

Change-49 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 12

Change-12 (-100%)

Value—

Glassman Wealth Services

N/A

Shares— from 7

Change-7 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 0

Change0

Value—

	Status
Amicus Financial Advisors, LLC	INCREASED	482,722	469,953	+12,769	+3%	$32.2M	$31.8M	-$418.1K	2026-11-03
Aurelius Family Office LLC	DECREASED	365,328	375,706	-10,378	-3%	$25.7M	$24.1M	-$1.7M	2026-10-23
Two West Capital Advisors LLC	INCREASED	270,984	267,551	+3,433	+1%	$18.1M	$17.9M	-$278.1K	2026-10-15
Stone Summit Wealth LLC	INCREASED	143,098	128,126	+14,972	+12%	$8.8M	$9.4M	+$642.7K	2026-10-14
Five Pine Wealth Management	DECREASED	62,874	80,901	-18,027	-22%	$5.5M	$4.1M	-$1.4M	2026-10-20
Alhambra Investment Management LLC	DECREASED	35,834	87,061	-51,227	-59%	$6.0M	$2.4M	-$3.6M	2026-10-15
Professional Financial Advisors, LLC	DECREASED	30,066	31,150	-1,084	-3%	$2.1M	$2.0M	-$154.8K	2026-10-13
CFS Investment Advisory Services, LLC	INCREASED	24,963	10,172	+14,791	+145%	$693.7K	$1.6M	+$949.1K	2026-10-19
Inscription Capital, LLC	DECREASED	16,530	16,717	-187	-1%	$1.1M	$1.1M	-$57.1K	2026-11-02
Perigon Wealth Management, LLC	INCREASED	15,256	7,996	+7,260	+91%	$548.0K	$1.0M	+$456.6K	2026-10-22
TSA Wealth Managment LLC	INCREASED	12,958	6,496	+6,462	+99%	$445.2K	$853.3K	+$408.1K	2026-10-22
Bedminster, LLC	INCREASED	9,731	6,899	+2,832	+41%	$472.8K	$640.8K	+$168.0K	2026-11-04
Clark Asset Management, LLC	UNCHANGED	8,270	8,270	0	0%	$566.7K	$544.6K	-$22.2K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	7,724	8,860	-1,136	-13%	$607.2K	$508.6K	-$98.5K	2026-11-02
Ascent Group, LLC	INCREASED	6,898	3,201	+3,697	+116%	$219.4K	$454.2K	+$234.9K	2026-10-30
Braun-Bostich & Associates Inc.	NEW	6,712	—	+6,712	—	—	$442.0K	—	2026-10-20
Apella Capital, LLC	DECREASED	6,572	9,730	-3,158	-32%	$661.1K	$432.2K	-$228.9K	2026-10-08
StoneX Group Inc.	INCREASED	6,421	3,500	+2,921	+83%	$239.9K	$422.8K	+$183.0K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	6,415	5,738	+677	+12%	$389.8K	$423.1K	+$33.3K	2026-10-13
KFG LLC	NEW	5,941	—	+5,941	—	—	$391.2K	—	2026-11-02
Symmetry Partners, LLC	INCREASED	5,941	5,506	+435	+8%	$377.3K	$391.2K	+$13.9K	2026-10-27
Kestra Advisory Services, LLC	NEW	5,867	—	+5,867	—	—	$386.3K	—	2026-11-02
Stolz & Associates, PS	NEW	5,850	—	+5,850	—	—	$385.2K	—	2026-11-05
Endowment Wealth Management, Inc.	INCREASED	5,432	3,643	+1,789	+49%	$249.7K	$357.7K	+$108.0K	2026-11-03
Kings Path Partners LLC	DECREASED	5,413	7,876	-2,463	-31%	$539.7K	$356.5K	-$183.3K	2026-10-21
Creative Planning	UNCHANGED	5,119	5,119	0	0%	$350.8K	$337.1K	-$13.7K	2026-11-02
Lido Advisors, LLC	INCREASED	4,881	4,805	+76	+2%	$329.3K	$321.4K	-$7.9K	2026-11-04
Alterna Wealth Management, Inc	NEW	4,852	—	+4,852	—	—	$319.5K	—	2026-10-27
Fifth Third Securities, Inc.	NEW	4,705	—	+4,705	—	—	$309.8K	—	2026-10-21
Simon Quick Advisors, LLC	UNCHANGED	4,348	4,348	0	0%	$298.0K	$286.3K	-$11.6K	2026-10-26
Horst & Graben Wealth Management LLC	NEW	4,247	—	+4,247	—	—	$279.7K	—	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	3,881	3,909	-28	-1%	$268.0K	$256	-$267.7K	2026-11-02
Wedmont Private Capital	INCREASED	3,441	3,440	+1	+0%	$233.7K	$227.0K	-$6.8K	2026-10-09
Abel Hall, LLC	NEW	3,278	—	+3,278	—	—	$215.9K	—	2026-10-19
Sage Financial Group Inc	DECREASED	3,137	3,545	-408	-12%	$242.9K	$206.6K	-$36.4K	2026-10-27
Luminvest Wealth Management LLC	UNCHANGED	3,078	3,078	0	0%	$211.0K	$202.7K	-$8.2K	2026-10-14
S.A. Mason LLC	UNCHANGED	2,683	2,683	0	0%	$183.9K	$176.7K	-$7.2K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	2,379	2,521	-142	-6%	$172.8K	$156.7K	-$16.1K	2026-10-08
Blue Trust, Inc.	INCREASED	2,252	200	+2,052	+1026%	$13.7K	$148.3K	+$134.6K	2026-10-15
Ashton Thomas Private Wealth, LLC	UNCHANGED	1,127	1,127	0	0%	$77.2K	$74.2K	-$3.0K	2026-11-03
DecisionPoint Financial, LLC	UNCHANGED	939	939	0	0%	$64.1K	$61.8K	-$2.3K	2026-10-27
Brown, Lisle Ings, Inc.	UNCHANGED	850	850	0	0%	$58.3K	$56.0K	-$2.3K	2026-10-16
Heritage Family Offices, LLP	NEW	780	—	+780	—	—	$51.4K	—	2026-11-02
CoreCap Advisors, LLC	DECREASED	761	773	-12	-2%	$53.0K	$50.1K	-$2.9K	2026-10-08
TD Waterhouse Canada Inc.	NEW	603	—	+603	—	—	$39.7K	—	2026-10-16
Capital Investment Advisory Services, LLC	UNCHANGED	420	420	0	0%	$28.8K	$27.7K	-$1.1K	2026-10-30
IFP Advisors, Inc	INCREASED	192	60	+132	+220%	$4.1K	$12.6K	+$8.5K	2026-10-16
Your Advocates Ltd., LLP	UNCHANGED	172	172	0	0%	$11.8K	$11.3K	-$461	2026-11-03
Peachtree Investment Partners, LLC	INCREASED	171	166	+5	+3%	$11.4K	$11.3K	-$69	2026-11-05
Buck Wealth Strategies, LLC	UNCHANGED	122	122	0	0%	$8.4K	$8.0K	-$322	2026-10-28
3 Factor Indexing, LLC	UNCHANGED	64	64	0	0%	$4.4K	$4.2K	-$171	2026-10-15
Parkside Financial Bank & Trust	UNCHANGED	54	54	0	0%	$3.7K	$3.5K	-$144	2026-10-27
Investment Research & Advisory Group, Inc.	NEW	8	—	+8	—	—	$527	—	2026-10-19
Kroeger Financial Partners	UNCHANGED	2	2	0	0%	$137	$132	-$5	2026-10-19
Destiny Wealth Partners, LLC	CLOSED	0	22,184	-22,184	-100%	$1.5M	$0	-$1.5M	2026-11-05
Able Financial Group, LLC	CLOSED	0	7,300	-7,300	-100%	$500.3K	$0	-$500.3K	2026-10-14
Newport Capital Group, LLC	CLOSED	0	3,626	-3,626	-100%	$248.5K	$0	-$248.5K	2026-10-16
Moneywise, Inc.	CLOSED	0	3,586	-3,586	-100%	$245.7K	$0	-$245.7K	2026-10-30
Robinswood Financial LLC	CLOSED	0	137	-137	-100%	$9.4K	$0	-$9.4K	2026-10-20
AdvisorNet Financial, Inc	CLOSED	0	62	-62	-100%	$4.2K	$0	-$4.2K	2026-10-15
Morgan Stanley	N/A	—	5,680,829	-5,680,829	-100%	$389.3M	—	—	—
Victory Capital Management Inc	N/A	—	547,708	-547,708	-100%	$37.5M	—	—	—
Betterment LLC	N/A	—	408,910	-408,910	-100%	$28.0M	—	—	—
Waverly Advisors, LLC	N/A	—	354,661	-354,661	-100%	$24.3M	—	—	—
Bank of America Corp	N/A	—	340,318	-340,318	-100%	$23.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	275,549	-275,549	-100%	$18.9M	—	—	—
Applied Capital LLC	N/A	—	247,229	-247,229	-100%	$16.9M	—	—	—
Mercer Global Advisors Inc	N/A	—	237,371	-237,371	-100%	$16.3M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	215,049	-215,049	-100%	$14.7M	—	—	—
JPMorgan Chase & Co	N/A	—	133,185	-133,185	-100%	$9.2M	—	—	—
E-Wealth Partners, LLC	N/A	—	112,873	-112,873	-100%	$7.7M	—	—	—
Mariner, LLC	N/A	—	99,892	-99,892	-100%	$6.8M	—	—	—
Royal Bank of Canada	N/A	—	83,314	-83,314	-100%	$5.7M	—	—	—
BlueCrest Capital Management Ltd	N/A	—	65,002	-65,002	-100%	$4.5M	—	—	—
Wells Fargo & Company	N/A	—	63,734	-63,734	-100%	$4.4M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	61,777	-61,777	-100%	$4.2M	—	—	—
LPL Financial LLC	N/A	—	56,746	-56,746	-100%	$3.9M	—	—	—
Cogent Private Wealth, Inc.	N/A	—	43,754	-43,754	-100%	$3.0M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	27,395	-27,395	-100%	$1.9M	—	—	—
Citadel Advisors LLC	N/A	—	25,132	-25,132	-100%	$1.7M	—	—	—
Geometric Wealth Advisors	N/A	—	22,440	-22,440	-100%	$1.5M	—	—	—
Bleakley Financial Group, LLC	N/A	—	21,773	-21,773	-100%	$1.5M	—	—	—
Maridea Wealth Management LLC	N/A	—	14,860	-14,860	-100%	$1.0M	—	—	—
17 Capital Partners, LLC	N/A	—	14,451	-14,451	-100%	$990.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	13,776	-13,776	-100%	$944.1K	—	—	—
RIK Saylor Financial, Inc.	N/A	—	11,963	-11,963	-100%	$819.8K	—	—	—
Raymond James Financial Inc	N/A	—	11,574	-11,574	-100%	$793.2K	—	—	—
Cetera Investment Advisers	N/A	—	9,577	-9,577	-100%	$656.3K	—	—	—
Focus Partners Wealth	N/A	—	9,136	-9,136	-100%	$626.1K	—	—	—
Valmark Advisers, Inc.	N/A	—	8,484	-8,484	-100%	$581.4K	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	8,085	-8,085	-100%	$554.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,737	-7,737	-100%	$530.2K	—	—	—
Ethos Financial Group, LLC	N/A	—	7,171	-7,171	-100%	$484.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	6,358	-6,358	-100%	$435.7K	—	—	—
Stonehage Fleming Financial Services Holdings Ltd	N/A	—	5,784	-5,784	-100%	$396.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,781	-5,781	-100%	$396.2K	—	—	—
Clark Capital Management Group, Inc.	N/A	—	5,702	-5,702	-100%	$390.8K	—	—	—
Savant Capital, LLC	N/A	—	5,426	-5,426	-100%	$371.4K	—	—	—
Wealthspire Advisors, LLC	N/A	—	4,385	-4,385	-100%	$300.5K	—	—	—
Arcadia Wealth Management, Inc.	N/A	—	4,166	-4,166	-100%	$285.5K	—	—	—
Atomic Invest LLC	N/A	—	4,076	-4,076	-100%	$280.1K	—	—	—
Benjamin Edwards Inc	N/A	—	4,017	-4,017	-100%	$275.9K	—	—	—
American Investment Services, Inc.	N/A	—	3,707	-3,707	-100%	$254.0K	—	—	—
MML Investors Services, LLC	N/A	—	3,621	-3,621	-100%	$248.2K	—	—	—
Quadrature Capital Ltd	N/A	—	3,552	-3,552	-100%	$243.4K	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	3,528	-3,528	-100%	$241.8K	—	—	—
Alpha Financial Advisors, LLC	N/A	—	3,425	-3,425	-100%	$234.7K	—	—	—
Aegis Wealth Management LLC	N/A	—	3,259	-3,259	-100%	$223.3K	—	—	—
Gould Capital, LLC	N/A	—	3,233	-3,233	-100%	$221.6K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	3,025	-3,025	-100%	$207.3K	—	—	—
Vanguard Advisers Inc	N/A	—	1,806	-1,806	-100%	$123.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,671	-1,671	-100%	$114.5K	—	—	—
Evolution Advisers, Inc.	N/A	—	1,132	-1,132	-100%	$77.0K	—	—	—
Continuum Advisory, LLC	N/A	—	787	-787	-100%	$53.9K	—	—	—
Bogart Wealth, LLC	N/A	—	423	-423	-100%	$29.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	420	-420	-100%	$28.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	286	-286	-100%	$19.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	270	-270	-100%	$18.5K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	200	-200	-100%	$13.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	182	-182	-100%	$12.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	150	-150	-100%	$10.3K	—	—	—
National Bank of Canada	N/A	—	135	-135	-100%	$9.3K	—	—	—
Westend Capital Management, LLC	N/A	—	120	-120	-100%	$8.3K	—	—	—
FMR LLC	N/A	—	91	-91	-100%	$6.3K	—	—	—
Harbour Investments, Inc.	N/A	—	49	-49	-100%	$3.4K	—	—	—
AE Wealth Management LLC	N/A	—	43	-43	-100%	$2.9K	—	—	—
Topsail Wealth Management, LLC	N/A	—	23	-23	-100%	$1.6K	—	—	—
Bank of Montreal	N/A	—	12	-12	-100%	$822	—	—	—
Glassman Wealth Services	N/A	—	7	-7	-100%	$480	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	1	-1	-100%	$48	—	—	—
Hantz Financial Services, Inc.	N/A	—	1	-1	-100%	$0	—	—	—
Sachetta, LLC	N/A	—	0	0	—	$1	—	—	—

Showing 132 of 132 institutions