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Vanguard Total Corporate BND (VTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wedmont Private Capital
DECREASED
Shares1,417,494 from 1,469,754
Change-52,260 (-4%)
Value$103.3M (-$8.2M)
Filed 2026-10-09
Warwick Investment Management, Inc.
INCREASED
Shares572,947 from 517,656
Change+55,291 (+11%)
Value$41.7M (+$1.9M)
Filed 2026-10-19
Bank of New York Mellon Corp
NEW
Shares513,560
Change+513,560
Value$37.4M
Filed 2026-11-05
Capital Asset Advisory Services LLC
DECREASED
Shares489,470 from 735,952
Change-246,482 (-33%)
Value$36.2M (-$20.3M)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares274,192 from 172,305
Change+101,887 (+59%)
Value$20.0M (+$6.7M)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares205,725 from 136,096
Change+69,629 (+51%)
Value$15.0M (+$4.5M)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares148,207 from 140,829
Change+7,378 (+5%)
Value$10.8M (-$33.4K)
Filed 2026-10-13
Succession Financial, Inc.
DECREASED
Shares112,099 from 135,694
Change-23,595 (-17%)
Value$8.2M (-$2.3M)
Filed 2026-10-14
North Dakota State Investment Board
UNCHANGED
Shares98,039 from 98,039
Change0 (0%)
Value$7.1M (-$394.1K)
Filed 2026-10-27
Titleist Asset Management, LLC
DECREASED
Shares71,234 from 72,409
Change-1,175 (-2%)
Value$5.2M (-$376.6K)
Filed 2026-10-08
Strategic Investment Management, LLC
NEW
Shares56,430
Change+56,430
Value$4.1M
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares53,214 from 48,263
Change+4,951 (+10%)
Value$3.9M (+$166.4K)
Filed 2026-10-22
Bfsg, LLC
INCREASED
Shares52,296 from 51,631
Change+665 (+1%)
Value$3.8M (-$159.2K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares41,064 from 52,618
Change-11,554 (-22%)
Value$3.0M (-$1.1M)
Filed 2026-10-30
Valpey Financial Services, LLC
INCREASED
Shares40,018 from 38,411
Change+1,607 (+4%)
Value$2.9M (-$37.4K)
Filed 2026-10-30
Dodds Wealth, LLC
NEW
Shares39,191
Change+39,191
Value$2.9M
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares35,614 from 34,466
Change+1,148 (+3%)
Value$2.6M (-$47.1K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
NEW
Shares35,000
Change+35,000
Value$2.5M
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares23,103 from 22,803
Change+300 (+1%)
Value$1.7M (-$10.5K)
Filed 2026-10-27
Kelsey Financial, LLC
INCREASED
Shares20,715 from 11,796
Change+8,919 (+76%)
Value$1.5M (+$601.7K)
Filed 2026-10-28
Nisa Investment Advisors, LLC
INCREASED
Shares18,888 from 18,648
Change+240 (+1%)
Value$1.4M (-$57.5K)
Filed 2026-10-20
One Way Holdings LLC
DECREASED
Shares16,108 from 16,672
Change-564 (-3%)
Value$1.2M (-$108.1K)
Filed 2026-10-29
Hamilton Capital, LLC
INCREASED
Shares15,071 from 14,001
Change+1,070 (+8%)
Value$1.1M (+$21.6K)
Filed 2026-10-08
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares12,389
Change+12,389
Value$901.7K
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,411 from 19,826
Change-9,415 (-47%)
Value$758 (-$1.5M)
Filed 2026-11-02
Guidance Capital, Inc
INCREASED
Shares10,106 from 4,927
Change+5,179 (+105%)
Value$744.6K (+$370.5K)
Filed 2026-11-03
Nicholas Wealth, Llc.
DECREASED
Shares9,678 from 10,644
Change-966 (-9%)
Value$704.4K (-$113.1K)
Filed 2026-10-26
King Luther Capital Management Corp
UNCHANGED
Shares9,144 from 9,144
Change0 (0%)
Value$665.5K (-$36.8K)
Filed 2026-11-05
Rare Wolf Capital LLC
DECREASED
Shares9,117 from 9,198
Change-81 (-1%)
Value$663.5K (-$42.9K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares7,866 from 4,629
Change+3,237 (+70%)
Value$572.5K (+$217.0K)
Filed 2026-11-02
John W. Brooker & Co., CPAs
INCREASED
Shares7,195 from 6,648
Change+547 (+8%)
Value$523.7K (+$13.1K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares7,193 from 6,239
Change+954 (+15%)
Value$523.5K (+$44.4K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares7,095 from 6,945
Change+150 (+2%)
Value$516.4K (-$17.0K)
Filed 2026-10-16
RFG Advisory, LLC
DECREASED
Shares6,775 from 16,056
Change-9,281 (-58%)
Value$493.1K (-$740.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares6,742 from 6,742
Change0 (0%)
Value$490.7K (-$27.1K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
DECREASED
Shares6,291 from 7,391
Change-1,100 (-15%)
Value$457.9K (-$109.8K)
Filed 2026-10-21
Rockwood Wealth Management, LLC
NEW
Shares6,092
Change+6,092
Value$443.4K
Filed 2026-10-27
Altfest L J & Co Inc
INCREASED
Shares5,952 from 5,352
Change+600 (+11%)
Value$433.2K (+$22.2K)
Filed 2026-10-27
Advisor Resource Council
NEW
Shares5,577
Change+5,577
Value$404.6K
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares5,331 from 5,263
Change+68 (+1%)
Value$388.0K (-$16.2K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares4,973 from 5,673
Change-700 (-12%)
Value$362.5K (-$73.2K)
Filed 2026-10-09
Breakwater Investment Management
DECREASED
Shares4,946 from 9,525
Change-4,579 (-48%)
Value$360.0K (-$371.5K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares4,908
Change+4,908
Value$357.2K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,908 from 4,847
Change+61 (+1%)
Value$357.2K (-$15.0K)
Filed 2026-10-14
SteelPeak Wealth, LLC
NEW
Shares3,900
Change+3,900
Value$283.8K
Filed 2026-10-16
Seamount Financial Group Inc
INCREASED
Shares3,879 from 3,870
Change+9 (+0%)
Value$282.3K (-$14.9K)
Filed 2026-10-21
Busey Bank
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$278.4K (-$15.4K)
Filed 2026-10-26
Peachtree Investment Partners, LLC
UNCHANGED
Shares3,632 from 3,632
Change0 (0%)
Value$264.3K (-$14.6K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,511 from 3,282
Change+229 (+7%)
Value$255.5K (+$3.5K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares3,251 from 3,257
Change-6 (0%)
Value$236.6K (-$13.6K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$222 (-$234.8K)
Filed 2026-10-22
Oregon Pacific Wealth Management, LLC
DECREASED
Shares2,942 from 2,996
Change-54 (-2%)
Value$214.1K (-$16.0K)
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares2,852
Change+2,852
Value$207.6K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares2,445 from 2,431
Change+14 (+1%)
Value$177.9K (-$8.8K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$122.0K (-$6.7K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$120.1K (-$6.6K)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares1,598 from 2,099
Change-501 (-24%)
Value$116.3K (-$44.9K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares894
Change+894
Value$65.1K
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares648 from 643
Change+5 (+1%)
Value$47.2K (-$2.2K)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares570 from 520
Change+50 (+10%)
Value$41.5K (+$1.5K)
Filed 2026-11-03
Citigroup Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$14.6K (-$804)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$13.6K (-$752)
Filed 2026-10-09
Private Trust Co NA
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$12.7K (-$703)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$5.8K (-$322)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.1K (-$281)
Filed 2026-10-08
Phillips Financial Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (-$65)
Filed 2026-10-19
Retirement Wealth Solutions LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$71 (-$3)
Filed 2026-10-07
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 732,637
Change-732,637 (-100%)
Value$0 (-$56.3M)
Filed 2026-10-21
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 2,813
Change-2,813 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-15
Archer Investment Corp
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$31.6K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$9.9K)
Filed 2026-11-02
Nepc LLC
N/A
Shares— from 4,943,439
Change-4,943,439 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 979,361
Change-979,361 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 565,786
Change-565,786 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 416,368
Change-416,368 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 336,814
Change-336,814 (-100%)
Value—
UBS Group AG
N/A
Shares— from 194,820
Change-194,820 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 189,689
Change-189,689 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 163,219
Change-163,219 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 139,635
Change-139,635 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 117,355
Change-117,355 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 93,243
Change-93,243 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 83,219
Change-83,219 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 77,049
Change-77,049 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 70,908
Change-70,908 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 57,056
Change-57,056 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 42,753
Change-42,753 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 40,069
Change-40,069 (-100%)
Value—
Raine Group LLC
N/A
Shares— from 32,347
Change-32,347 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 28,596
Change-28,596 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 25,816
Change-25,816 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 25,044
Change-25,044 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 24,633
Change-24,633 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 21,720
Change-21,720 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21,196
Change-21,196 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,914
Change-17,914 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 15,272
Change-15,272 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,217
Change-15,217 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,007
Change-15,007 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,877
Change-14,877 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 14,851
Change-14,851 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,108
Change-14,108 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,598
Change-13,598 (-100%)
Value—
BNP Paribas
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 888
Change-888 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 856
Change-856 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 629
Change-629 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 350
Change-350 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
FMR LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wedmont Private Capital
DECREASED1,417,4941,469,754-52,260-4%$111.6M$103.3M-$8.2M2026-10-09
Warwick Investment Management, Inc.
INCREASED572,947517,656+55,291+11%$39.8M$41.7M+$1.9M2026-10-19
Bank of New York Mellon Corp
NEW513,560—+513,560——$37.4M—2026-11-05
Capital Asset Advisory Services LLC
DECREASED489,470735,952-246,482-33%$56.5M$36.2M-$20.3M2026-10-30
CoreCap Advisors, LLC
INCREASED274,192172,305+101,887+59%$13.2M$20.0M+$6.7M2026-10-08
Concurrent Investment Advisors, LLC
INCREASED205,725136,096+69,629+51%$10.5M$15.0M+$4.5M2026-10-16
SAX Wealth Advisors, LLC
INCREASED148,207140,829+7,378+5%$10.8M$10.8M-$33.4K2026-10-13
Succession Financial, Inc.
DECREASED112,099135,694-23,595-17%$10.4M$8.2M-$2.3M2026-10-14
North Dakota State Investment Board
UNCHANGED98,03998,03900%$7.5M$7.1M-$394.1K2026-10-27
Titleist Asset Management, LLC
DECREASED71,23472,409-1,175-2%$5.6M$5.2M-$376.6K2026-10-08
Strategic Investment Management, LLC
NEW56,430—+56,430——$4.1M—2026-10-20
Perigon Wealth Management, LLC
INCREASED53,21448,263+4,951+10%$3.7M$3.9M+$166.4K2026-10-22
Bfsg, LLC
INCREASED52,29651,631+665+1%$4.0M$3.8M-$159.2K2026-10-30
Truist Financial Corp
DECREASED41,06452,618-11,554-22%$4.0M$3.0M-$1.1M2026-10-30
Valpey Financial Services, LLC
INCREASED40,01838,411+1,607+4%$2.9M$2.9M-$37.4K2026-10-30
Dodds Wealth, LLC
NEW39,191—+39,191——$2.9M—2026-11-02
TD Waterhouse Canada Inc.
INCREASED35,61434,466+1,148+3%$2.6M$2.6M-$47.1K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
NEW35,000—+35,000——$2.5M—2026-11-05
Chicago Partners Investment Group LLC
INCREASED23,10322,803+300+1%$1.7M$1.7M-$10.5K2026-10-27
Kelsey Financial, LLC
INCREASED20,71511,796+8,919+76%$905.9K$1.5M+$601.7K2026-10-28
Nisa Investment Advisors, LLC
INCREASED18,88818,648+240+1%$1.4M$1.4M-$57.5K2026-10-20
One Way Holdings LLC
DECREASED16,10816,672-564-3%$1.3M$1.2M-$108.1K2026-10-29
Hamilton Capital, LLC
INCREASED15,07114,001+1,070+8%$1.1M$1.1M+$21.6K2026-10-08
Cliftonlarsonallen Wealth Advisors, LLC
NEW12,389—+12,389——$901.7K—2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED10,41119,826-9,415-47%$1.5M$758-$1.5M2026-11-02
Guidance Capital, Inc
INCREASED10,1064,927+5,179+105%$374.2K$744.6K+$370.5K2026-11-03
Nicholas Wealth, Llc.
DECREASED9,67810,644-966-9%$817.4K$704.4K-$113.1K2026-10-26
King Luther Capital Management Corp
UNCHANGED9,1449,14400%$702.3K$665.5K-$36.8K2026-11-05
Rare Wolf Capital LLC
DECREASED9,1179,198-81-1%$706.4K$663.5K-$42.9K2026-10-20
Kestra Advisory Services, LLC
INCREASED7,8664,629+3,237+70%$355.5K$572.5K+$217.0K2026-11-02
John W. Brooker & Co., CPAs
INCREASED7,1956,648+547+8%$510.6K$523.7K+$13.1K2026-10-21
Creative Planning
INCREASED7,1936,239+954+15%$479.1K$523.5K+$44.4K2026-11-02
CRA Financial Services, LLC
INCREASED7,0956,945+150+2%$533.4K$516.4K-$17.0K2026-10-16
RFG Advisory, LLC
DECREASED6,77516,056-9,281-58%$1.2M$493.1K-$740.0K2026-11-03
Farther Finance Advisors, LLC
UNCHANGED6,7426,74200%$517.8K$490.7K-$27.1K2026-10-08
Pinnacle Bancorp, Inc.
DECREASED6,2917,391-1,100-15%$567.6K$457.9K-$109.8K2026-10-21
Rockwood Wealth Management, LLC
NEW6,092—+6,092——$443.4K—2026-10-27
Altfest L J & Co Inc
INCREASED5,9525,352+600+11%$411.0K$433.2K+$22.2K2026-10-27
Advisor Resource Council
NEW5,577—+5,577——$404.6K—2026-11-05
Golden State Wealth Management, LLC
INCREASED5,3315,263+68+1%$404.3K$388.0K-$16.2K2026-11-02
Sound Income Strategies, LLC
DECREASED4,9735,673-700-12%$435.7K$362.5K-$73.2K2026-10-09
Breakwater Investment Management
DECREASED4,9469,525-4,579-48%$731.5K$360.0K-$371.5K2026-10-20
Schear Investment Advisers, LLC
NEW4,908—+4,908——$357.2K—2026-10-14
Tempo Wealth, LLC
INCREASED4,9084,847+61+1%$372.2K$357.2K-$15.0K2026-10-14
SteelPeak Wealth, LLC
NEW3,900—+3,900——$283.8K—2026-10-16
Seamount Financial Group Inc
INCREASED3,8793,870+9+0%$297.2K$282.3K-$14.9K2026-10-21
Busey Bank
UNCHANGED3,8253,82500%$293.8K$278.4K-$15.4K2026-10-26
Peachtree Investment Partners, LLC
UNCHANGED3,6323,63200%$278.9K$264.3K-$14.6K2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED3,5113,282+229+7%$252.1K$255.5K+$3.5K2026-10-16
Commonwealth Equity Services, LLC
DECREASED3,2513,257-60%$250.2K$236.6K-$13.6K2026-11-02
Wedbush Securities Inc
UNCHANGED3,0553,05500%$235.0K$222-$234.8K2026-10-22
Oregon Pacific Wealth Management, LLC
DECREASED2,9422,996-54-2%$230.1K$214.1K-$16.0K2026-10-20
StoneX Group Inc.
NEW2,852—+2,852——$207.6K—2026-11-03
IFP Advisors, Inc
INCREASED2,4452,431+14+1%$186.7K$177.9K-$8.8K2026-10-16
Mather Group, Llc.
UNCHANGED1,6761,67600%$128.7K$122.0K-$6.7K2026-10-14
Trust Co of Vermont
UNCHANGED1,6501,65000%$126.7K$120.1K-$6.6K2026-10-21
Creative Financial Designs Inc
DECREASED1,5982,099-501-24%$161.2K$116.3K-$44.9K2026-11-04
Ascentis Independent Advisors
NEW894—+894——$65.1K—2026-11-03
Lanark Financial, Inc.
INCREASED648643+5+1%$49.4K$47.2K-$2.2K2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED570520+50+10%$39.9K$41.5K+$1.5K2026-11-03
Citigroup Inc
UNCHANGED20020000%$15.4K$14.6K-$8042026-11-04
Gilpin Wealth Management, LLC
UNCHANGED18718700%$14.4K$13.6K-$7522026-10-09
Private Trust Co NA
UNCHANGED17517500%$13.4K$12.7K-$7032026-10-20
Larson Financial Group LLC
UNCHANGED808000%$6.1K$5.8K-$3222026-11-05
Davis Capital Management
UNCHANGED707000%$5.4K$5.1K-$2812026-10-08
Phillips Financial Management, LLC
UNCHANGED161600%$1.2K$1.2K-$652026-10-19
Retirement Wealth Solutions LLC
UNCHANGED1100%$74$71-$32026-10-07
Axxcess Wealth Management, LLC
CLOSED0732,637-732,637-100%$56.3M$0-$56.3M2026-10-21
Kraft, Davis & Associates, LLC
CLOSED02,813-2,813-100%$213.6K$0-$213.6K2026-10-21
AdvisorNet Financial, Inc
CLOSED0415-415-100%$31.9K$0-$31.9K2026-10-15
Archer Investment Corp
CLOSED0412-412-100%$31.6K$0-$31.6K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED0354-354-100%$27.2K$0-$27.2K2026-10-26
International Assets Investment Management, LLC
CLOSED0130-130-100%$9.9K$0-$9.9K2026-11-02
Nepc LLC
N/A—4,943,439-4,943,439-100%$379.7M———
Pathstone Holdings, LLC
N/A—979,361-979,361-100%$75.2M———
Bank of America Corp
N/A—565,786-565,786-100%$43.5M———
Citadel Advisors LLC
N/A—416,368-416,368-100%$32.0M———
MML Investors Services, LLC
N/A—336,814-336,814-100%$25.9M———
UBS Group AG
N/A—194,820-194,820-100%$15.0M———
LPL Financial LLC
N/A—189,689-189,689-100%$14.6M———
Beacon Pointe Advisors, LLC
N/A—163,219-163,219-100%$12.5M———
Susquehanna International Group, LLP
N/A—139,635-139,635-100%$10.7M———
UBS Asset Management Americas LLC
N/A—117,355-117,355-100%$9.0M———
Royal Bank of Canada
N/A—93,243-93,243-100%$7.2M———
Jane Street Group, LLC
N/A—83,219-83,219-100%$6.4M———
Drucker Wealth 3.0, LLC
N/A—77,049-77,049-100%$5.9M———
Envestnet Asset Management Inc
N/A—70,908-70,908-100%$5.4M———
Smartleaf Asset Management LLC
N/A—57,056-57,056-100%$4.4M———
Marble Wealth, LLC
N/A—42,753-42,753-100%$3.3M———
Stifel Financial Corp
N/A—40,069-40,069-100%$3.1M———
Raine Group LLC
N/A—32,347-32,347-100%$2.5M———
CreativeOne Wealth, LLC
N/A—28,596-28,596-100%$2.2M———
Fort Point Capital Partners LLC
N/A—25,816-25,816-100%$2.0M———
Ameriprise Financial Inc
N/A—25,044-25,044-100%$1.9M———
RWA Wealth Partners, LLC
N/A—24,633-24,633-100%$1.9M———
Roehl & Yi Investment Advisors, LLC
N/A—21,720-21,720-100%$21.7K———
National Bank of Canada
N/A—21,196-21,196-100%$1.6M———
Goldman Sachs Group Inc
N/A—20,050-20,050-100%$1.5M———
Private Advisor Group, LLC
N/A—17,914-17,914-100%$1.4M———
HRT Financial LP
N/A—15,272-15,272-100%$1.2M———
Cetera Investment Advisers
N/A—15,217-15,217-100%$1.2M———
Morgan Stanley
N/A—15,007-15,007-100%$1.2M———
Osaic Holdings, Inc.
N/A—14,877-14,877-100%$1.1M———
Topsail Wealth Management, LLC
N/A—14,851-14,851-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—14,108-14,108-100%$1.1M———
Raymond James Financial Inc
N/A—13,598-13,598-100%$1.0M———
BNP Paribas
N/A—12,323-12,323-100%$946.4K———
Savvy Advisors, Inc.
N/A—10,564-10,564-100%$811.3K———
Sanctuary Advisors, LLC
N/A—9,875-9,875-100%$758.4K———
Note Advisors, LLC
N/A—9,310-9,310-100%$715.0K———
Axis Wealth Partners, LLC
N/A—9,087-9,087-100%$697.9K———
Legacy Edge Advisors, LLC
N/A—7,405-7,405-100%$568.7K———
Betterment LLC
N/A—6,498-6,498-100%$499.0K———
Cerity Partners LLC
N/A—6,377-6,377-100%$489.8K———
Fiera Capital Corp
N/A—5,902-5,902-100%$453.3K———
AE Wealth Management LLC
N/A—5,849-5,849-100%$449.2K———
OneAscent Wealth Management LLC
N/A—4,971-4,971-100%$381.8K———
Mutual Advisors, LLC
N/A—4,683-4,683-100%$359.6K———
Integrated Wealth Concepts LLC
N/A—4,569-4,569-100%$350.9K———
Harbour Investments, Inc.
N/A—4,288-4,288-100%$329.3K———
DiPaolo Financial Group, Inc.
N/A—4,006-4,006-100%$307.7K———
Ameritas Advisory Services, LLC
N/A—3,989-3,989-100%$306.4K———
Financial Engines Advisors L.L.C.
N/A—3,846-3,846-100%$295.4K———
NewEdge Advisors, LLC
N/A—3,625-3,625-100%$278.4K———
JPMorgan Chase & Co
N/A—3,604-3,604-100%$278.2K———
Bank of Montreal
N/A—3,529-3,529-100%$271.0K———
Two Sigma Securities, LLC
N/A—3,318-3,318-100%$254.8K———
Level Four Advisory Services, LLC
N/A—3,254-3,254-100%$249.9K———
Quantinno Capital Management LP
N/A—3,103-3,103-100%$238.4K———
American Investment Services, Inc.
N/A—3,011-3,011-100%$231.2K———
Stratos Wealth Partners, Ltd.
N/A—2,924-2,924-100%$224.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,789-2,789-100%$214.0K———
Stephens Inc
N/A—2,750-2,750-100%$211.2K———
Texas Yale Capital Corp.
N/A—2,725-2,725-100%$209.3K———
Caitlin John, LLC
N/A—2,642-2,642-100%$202.9K———
Rockefeller Capital Management L.P.
N/A—2,509-2,509-100%$192.7K———
Northwestern Mutual Wealth Management Co
N/A—2,271-2,271-100%$174.4K———
Proffitt & Goodson Inc
N/A—1,819-1,819-100%$139.7K———
Centaurus Financial, Inc.
N/A—1,500-1,500-100%$115.0K———
Institute for Wealth Management, Llc.
N/A—888-888-100%$68.2K———
Vanguard Advisers Inc
N/A—856-856-100%$65.7K———
Qube Research & Technologies Ltd
N/A—629-629-100%$48.3K———
Strategic Investment Solutions, Inc.
N/A—510-510-100%$39.2K———
Founders Financial Alliance, LLC
N/A—504-504-100%$38.7K———
Forum Finance Group S.A.
N/A—465-465-100%$29———
Clearstead Advisors, LLC
N/A—406-406-100%$31.2K———
MidFirst Bank
N/A—350-350-100%$26.9K———
N.E.W. Advisory Services LLC
N/A—296-296-100%$22.8K———
FMR LLC
N/A—261-261-100%$20.1K———
Timbuktu Capital Management, LLC
N/A—255-255-100%$19.6K———
Geneos Wealth Management Inc.
N/A—200-200-100%$15.4K———
Addison Advisors LLC
N/A—176-176-100%$13.5K———
Bessemer Group Inc
N/A—112-112-100%$9———
Global Retirement Partners, LLC
N/A—96-96-100%$7.4K———
Ameriflex Group, Inc.
N/A—60-60-100%$4.6K———
O'shaughnessy Asset Management, LLC
N/A—13-13-100%$998———
IFG Advisory, LLC
N/A—10-10-100%$784———
Wells Fargo & Company
N/A—1-1-100%$49———
Showing 158 of 158 institutions