Vanguard Core Tax-Ex Bond (VCRM)

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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Wealth Enhancement Advisory Services, LLC

NEW

Shares1,190,295

Change+1,190,295

Value$84.8M

Filed 2026-10-13

Mills Wealth Advisors LLC

INCREASED

Shares617,357 from 450,834

Change+166,523 (+37%)

Value$44.2M (+$9.7M)

Filed 2026-10-22

Aprio Wealth Management, LLC

INCREASED

Shares585,912 from 571,707

Change+14,205 (+2%)

Value$41.9M (-$1.7M)

Filed 2026-10-28

Confluence Wealth Services, Inc.

INCREASED

Shares369,236 from 329,907

Change+39,329 (+12%)

Value$26.4M (+$1.2M)

Filed 2026-11-05

Asio Capital, LLC

NEW

Shares299,715

Change+299,715

Value$21.5M

Filed 2026-10-19

Truist Financial Corp

INCREASED

Shares291,975 from 207,390

Change+84,585 (+41%)

Value$20.9M (+$5.1M)

Filed 2026-10-30

Sage Financial Group Inc

NEW

Shares283,672

Change+283,672

Value$20.3M

Filed 2026-10-27

CGN Advisors LLC

INCREASED

Shares255,659 from 173,051

Change+82,608 (+48%)

Value$18.3M (+$5.1M)

Filed 2026-10-21

MB, Levis & Associates, LLC

INCREASED

Shares221,817 from 182,879

Change+38,938 (+21%)

Value$15.9M (+$1.9M)

Filed 2026-10-16

San Luis Wealth Advisors LLC

INCREASED

Shares216,006 from 214,094

Change+1,912 (+1%)

Value$15.5M (-$897.2K)

Filed 2026-10-27

Verum Partners LLC

DECREASED

Shares190,555 from 841,112

Change-650,557 (-77%)

Value$13.6M (-$50.6M)

Filed 2026-10-21

Mallini Complete Financial Planning LLC

INCREASED

Shares170,666 from 131,776

Change+38,890 (+30%)

Value$12.2M (+$2.1M)

Filed 2026-10-06

Opus Capital Group, LLC

DECREASED

Shares151,011 from 248,789

Change-97,778 (-39%)

Value$10.8K (-$19.0M)

Filed 2026-10-30

Keystone Financial Group, Inc.

INCREASED

Shares138,762 from 109,104

Change+29,658 (+27%)

Value$9.9M (+$1.6M)

Filed 2026-10-13

Gutierrez Wealth Advisory, LLC

INCREASED

Shares135,269 from 48,718

Change+86,551 (+178%)

Value$9.7M (+$6.0M)

Filed 2026-11-02

Able Financial Group, LLC

INCREASED

Shares134,519 from 11,835

Change+122,684 (+1037%)

Value$9.6M (+$8.7M)

Filed 2026-10-14

Syntegra Private Wealth Group, LLC

NEW

Shares133,145

Change+133,145

Value$9.5M

Filed 2026-10-13

Verus Financial Partners, Inc.

INCREASED

Shares132,187 from 118,924

Change+13,263 (+11%)

Value$9.5M (+$374.8K)

Filed 2026-10-29

Sunpointe, LLC

INCREASED

Shares126,105 from 31,028

Change+95,077 (+306%)

Value$9.0M (+$6.7M)

Filed 2026-10-22

Physician Wealth Advisors, Inc.

INCREASED

Shares114,821 from 88,686

Change+26,135 (+29%)

Value$8.2M (+$1.4M)

Filed 2026-10-20

Blume Capital Management, Inc.

INCREASED

Shares91,925 from 74,350

Change+17,575 (+24%)

Value$6.6M (+$898.7K)

Filed 2026-10-26

D'Orazio & Associates, Inc.

INCREASED

Shares82,448 from 76,991

Change+5,457 (+7%)

Value$5.9M (+$18.7K)

Filed 2026-11-04

Cherry Tree Wealth Management, LLC

INCREASED

Shares82,159 from 5,521

Change+76,638 (+1388%)

Value$5.9M (+$5.5M)

Filed 2026-10-15

Acumen Wealth Advisors, LLC

NEW

Shares77,674

Change+77,674

Value$5.6M

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares76,573 from 32,526

Change+44,047 (+135%)

Value$5.5M (+$3.0M)

Filed 2026-11-02

Klingman & Associates, LLC

NEW

Shares71,106

Change+71,106

Value$5.1M

Filed 2026-10-20

Wealthcare Advisory Partners LLC

NEW

Shares69,871

Change+69,871

Value$5.0M

Filed 2026-10-21

Penney Financial, LLC

DECREASED

Shares68,301 from 113,444

Change-45,143 (-40%)

Value$4.9M (-$3.8M)

Filed 2026-10-20

Burton Enright Welch

INCREASED

Shares63,902 from 23,346

Change+40,556 (+174%)

Value$4.6M (+$2.8M)

Filed 2026-11-04

Quantum Financial Partners LLC

DECREASED

Shares56,392 from 63,060

Change-6,668 (-11%)

Value$4.0M (-$781.8K)

Filed 2026-10-19

Physician Wealth Solutions Inc.

DECREASED

Shares56,204 from 74,716

Change-18,512 (-25%)

Value$4.0M (-$1.7M)

Filed 2026-10-14

S.A. Mason LLC

INCREASED

Shares55,630 from 52,780

Change+2,850 (+5%)

Value$4.0M (-$51.0K)

Filed 2026-10-13

Websterrogers Financial Advisors, LLC

INCREASED

Shares54,109 from 36,485

Change+17,624 (+48%)

Value$3.9M (+$1.1M)

Filed 2026-11-02

Elser Financial Planning, Inc

NEW

Shares53,858

Change+53,858

Value$3.9M

Filed 2026-10-16

Lincoln Capital Corp

NEW

Shares49,854

Change+49,854

Value$3.6M

Filed 2026-10-13

Smithbridge Asset Management Inc

INCREASED

Shares40,053 from 35,353

Change+4,700 (+13%)

Value$2.9M (+$165.6K)

Filed 2026-10-19

Newman Dignan & Sheerar, Inc.

INCREASED

Shares33,149 from 9,726

Change+23,423 (+241%)

Value$2.4M (+$1.6M)

Filed 2026-10-21

Valeo Financial Advisors, LLC

INCREASED

Shares33,105 from 24,357

Change+8,748 (+36%)

Value$2.4M (+$508.5K)

Filed 2026-10-08

Landmark Wealth Management, LLC

INCREASED

Shares32,299 from 20,769

Change+11,530 (+56%)

Value$2.3M (+$724.8K)

Filed 2026-11-03

Capital Investment Services of America, Inc.

INCREASED

Shares31,460 from 28,760

Change+2,700 (+9%)

Value$2.3M (+$54.3K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares28,818 from 26,275

Change+2,543 (+10%)

Value$2.1K (-$2.0M)

Filed 2026-11-05

NavPoint Financial, Inc.

INCREASED

Shares28,345 from 18,074

Change+10,271 (+57%)

Value$2.0M (+$647.8K)

Filed 2026-10-21

Essex LLC

NEW

Shares26,409

Change+26,409

Value$1.9M

Filed 2026-10-14

Lakewood Asset Management LLC

INCREASED

Shares26,346 from 20,215

Change+6,131 (+30%)

Value$1.9M (+$341.2K)

Filed 2026-10-26

SJS Investment Consulting Inc.

INCREASED

Shares24,893 from 20,403

Change+4,490 (+22%)

Value$1.8M (+$222.8K)

Filed 2026-10-26

CRA Financial Services, LLC

UNCHANGED

Shares24,885 from 24,885

Change0 (0%)

Value$1.8M (-$120.2K)

Filed 2026-10-16

Bernardo Wealth Planning LLC

INCREASED

Shares24,832 from 11,202

Change+13,630 (+122%)

Value$1.8M (+$921.3K)

Filed 2026-10-23

Diversified Portfolios, Inc.

DECREASED

Shares22,892 from 24,357

Change-1,465 (-6%)

Value$1.6M (-$222.5K)

Filed 2026-11-04

Sprinkle Financial Consultants LLC

INCREASED

Shares21,307 from 13,395

Change+7,912 (+59%)

Value$1.5M (+$501.6K)

Filed 2026-10-09

Burney Co/

INCREASED

Shares20,042 from 3,158

Change+16,884 (+535%)

Value$1.4M (+$1.2M)

Filed 2026-10-15

Willow Creek Wealth Management Inc.

INCREASED

Shares18,919 from 14,343

Change+4,576 (+32%)

Value$1.4M (+$258.2K)

Filed 2026-10-26

D.B. Root & Company, LLC

INCREASED

Shares18,607 from 7,081

Change+11,526 (+163%)

Value$1.3M (+$790.7K)

Filed 2026-11-04

Wedmont Private Capital

NEW

Shares15,153

Change+15,153

Value$1.1M

Filed 2026-10-09

Retirement Planning Group, LLC

INCREASED

Shares14,169 from 12,355

Change+1,814 (+15%)

Value$1.0M (+$70.2K)

Filed 2026-10-19

Lynch Investment Planning, LLC

DECREASED

Shares14,104 from 17,593

Change-3,489 (-20%)

Value$1.0M (-$334.7K)

Filed 2026-10-27

Canvas Wealth Advisors, LLC

NEW

Shares14,000

Change+14,000

Value$1.0M

Filed 2026-11-02

L.K. Benson & Company, P.C.

DECREASED

Shares13,742 from 16,062

Change-2,320 (-14%)

Value$983.5K (-$243.6K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares13,083 from 5,025

Change+8,058 (+160%)

Value$936 (-$383.1K)

Filed 2026-11-02

AWM Capital, LLC

INCREASED

Shares12,542 from 12,445

Change+97 (+1%)

Value$897.7K (-$53.1K)

Filed 2026-10-16

Souders Financial Advisors

DECREASED

Shares12,357 from 15,418

Change-3,061 (-20%)

Value$884.4K (-$293.6K)

Filed 2026-11-03

Prospect Financial Group LLC

NEW

Shares11,430

Change+11,430

Value$818.1K

Filed 2026-11-05

North Star Investment Management Corp.

INCREASED

Shares11,136 from 11,102

Change+34 (+0%)

Value$797.0K (-$51.2K)

Filed 2026-10-27

Sincerus Advisory, LLC

INCREASED

Shares10,125 from 8,857

Change+1,268 (+14%)

Value$724.6K (+$48.0K)

Filed 2026-10-09

Titleist Asset Management, LLC

DECREASED

Shares9,702 from 9,976

Change-274 (-3%)

Value$694.4K (-$67.8K)

Filed 2026-10-08

Galvin, Gaustad & Stein, LLC

DECREASED

Shares9,500 from 18,025

Change-8,525 (-47%)

Value$679.9K (-$697.2K)

Filed 2026-10-08

Next Level Wealth Planning, LLC

UNCHANGED

Shares9,370 from 9,370

Change0 (0%)

Value$670.6K (-$45.3K)

Filed 2026-10-29

Kestra Advisory Services, LLC

NEW

Shares9,205

Change+9,205

Value$658.8K

Filed 2026-11-02

Kane Co Wealth Management, Inc.

NEW

Shares7,300

Change+7,300

Value$522.5K

Filed 2026-11-04

Bryn Mawr Trust Advisors, LLC

INCREASED

Shares6,653 from 5,663

Change+990 (+17%)

Value$476.2K (+$43.5K)

Filed 2026-11-04

FC Advisory LLC

NEW

Shares6,602

Change+6,602

Value$472.5K

Filed 2026-10-05

Perryman Financial Advisory Inc

INCREASED

Shares6,140 from 5,932

Change+208 (+4%)

Value$439.5K (-$13.7K)

Filed 2026-10-16

Deroy & Devereaux Private Investment Counsel Inc

UNCHANGED

Shares6,060 from 6,060

Change0 (0%)

Value$434 (-$462.6K)

Filed 2026-10-26

TPG Advisors LLC

INCREASED

Shares5,965 from 5,898

Change+67 (+1%)

Value$426.9K (-$23.7K)

Filed 2026-10-16

Sowell Financial Services LLC

INCREASED

Shares5,950 from 5,450

Change+500 (+9%)

Value$425.8K (+$9.5K)

Filed 2026-10-23

Evanson Financial, LLC

INCREASED

Shares5,910 from 5,599

Change+311 (+6%)

Value$422.9K (-$4.8K)

Filed 2026-10-23

Cypress Point Wealth Management, LLC

INCREASED

Shares5,813 from 5,763

Change+50 (+1%)

Value$416.0K (-$24.3K)

Filed 2026-11-03

Greenspring Advisors, LLC

NEW

Shares5,790

Change+5,790

Value$414.4K

Filed 2026-11-05

Vise Technologies, Inc.

INCREASED

Shares5,602 from 2,842

Change+2,760 (+97%)

Value$400.9K (+$183.8K)

Filed 2026-10-29

Aspiriant, LLC

NEW

Shares5,570

Change+5,570

Value$398.6K

Filed 2026-10-16

Kestra Private Wealth Services, LLC

INCREASED

Shares5,109 from 4,724

Change+385 (+8%)

Value$365.7K (+$4.7K)

Filed 2026-10-30

Breakwater Capital Group

DECREASED

Shares4,794 from 10,360

Change-5,566 (-54%)

Value$343.1K (-$448.4K)

Filed 2026-10-09

Prospera Financial Services Inc

NEW

Shares4,571

Change+4,571

Value$338.3K

Filed 2026-11-04

Leonard Rickey Investment Advisors P.L.L.C.

INCREASED

Shares4,501 from 2,710

Change+1,791 (+66%)

Value$322.1K (+$115.1K)

Filed 2026-10-29

Sterling Investment Advisors, Ltd.

UNCHANGED

Shares4,240 from 4,240

Change0 (0%)

Value$303.5K (-$20.5K)

Filed 2026-10-27

Commonwealth Retirement Investments LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$286.3K (-$19.3K)

Filed 2026-10-26

Global Wealth Management, LLC

INCREASED

Shares3,990 from 3,951

Change+39 (+1%)

Value$285.6K (-$16.3K)

Filed 2026-10-15

HUB Investment Partners, LLC

DECREASED

Shares3,943 from 40,991

Change-37,048 (-90%)

Value$282.2K (-$2.8M)

Filed 2026-11-03

Hartmann Taylor Wealth Management, LLC

DECREASED

Shares3,600 from 9,000

Change-5,400 (-60%)

Value$257.7K (-$418.7K)

Filed 2026-10-14

MGO One Seven LLC

NEW

Shares3,561

Change+3,561

Value$254.9K

Filed 2026-10-28

Capital Advisors Wealth Management, LLC

DECREASED

Shares3,561 from 3,569

Change-8 (0%)

Value$254.8K (-$17.8K)

Filed 2026-10-09

Diversify Advisory Services, LLC

UNCHANGED

Shares3,489 from 3,489

Change0 (0%)

Value$253.6K (-$8.4K)

Filed 2026-10-20

Diversify Wealth Management, LLC

UNCHANGED

Shares3,489 from 3,489

Change0 (0%)

Value$253.6K (-$8.4K)

Filed 2026-10-20

Flagship Harbor Advisors, LLC

INCREASED

Shares3,249 from 2,900

Change+349 (+12%)

Value$232.5K (+$11.0K)

Filed 2026-10-26

Voisard Asset Management Group, Inc.

DECREASED

Shares3,155 from 3,755

Change-600 (-16%)

Value$225.8K (-$61.1K)

Filed 2026-10-13

Financial Planning Navigators Corp

NEW

Shares3,089

Change+3,089

Value$221.1K

Filed 2026-10-14

First Affirmative Financial Network

NEW

Shares2,817

Change+2,817

Value$201.6K

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares1,482

Change+1,482

Value$106.1K

Filed 2026-10-30

Trust Co

INCREASED

Shares1,175 from 869

Change+306 (+35%)

Value$84.1K (+$17.7K)

Filed 2026-10-09

Financial Consulate, Inc

NEW

Shares912

Change+912

Value$65.3K

Filed 2026-10-23

Burk Holdings LLC

INCREASED

Shares856 from 658

Change+198 (+30%)

Value$61.2K (+$11.0K)

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$57 (-$4)

Filed 2026-10-27

Ashton Thomas Securities, LLC

UNCHANGED

Shares645 from 645

Change0 (0%)

Value$46.2K (-$3.1K)

Filed 2026-10-26

Breakwater Investment Management

UNCHANGED

Shares271 from 271

Change0 (0%)

Value$19.4K (-$1.3K)

Filed 2026-10-20

Tradewinds Capital Management, LLC

DECREASED

Shares65 from 153,988

Change-153,923 (-100%)

Value$4.7K (-$11.8M)

Filed 2026-10-23

Outbound Financial Inc

CLOSED

Shares0 from 10,513

Change-10,513 (-100%)

Value$0 (-$803.2K)

Filed 2026-10-13

Prentice Wealth Management LLC

CLOSED

Shares0 from 7,195

Change-7,195 (-100%)

Value$0 (-$549.7K)

Filed 2026-10-20

Pennsylvania Capital Management Inc

CLOSED

Shares0 from 6,444

Change-6,444 (-100%)

Value$0 (-$492.3K)

Filed 2026-11-05

Entrust Financial LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.9K)

Filed 2026-11-04

HBK Sorce Advisory LLC

N/A

Shares— from 3,651,728

Change-3,651,728 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 615,176

Change-615,176 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 613,630

Change-613,630 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 500,175

Change-500,175 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 288,155

Change-288,155 (-100%)

Value—

Elite Life Management LLC

N/A

Shares— from 193,761

Change-193,761 (-100%)

Value—

Alaethes Wealth, LLC

N/A

Shares— from 160,419

Change-160,419 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 153,725

Change-153,725 (-100%)

Value—

TFO Wealth Partners, LLC

N/A

Shares— from 115,064

Change-115,064 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 99,595

Change-99,595 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 97,452

Change-97,452 (-100%)

Value—

TAGStone Capital, Inc.

N/A

Shares— from 95,674

Change-95,674 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 92,269

Change-92,269 (-100%)

Value—

Tilson Financial Group, Inc.

N/A

Shares— from 87,581

Change-87,581 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 83,635

Change-83,635 (-100%)

Value—

EQ Wealth Advisors, LLC

N/A

Shares— from 65,564

Change-65,564 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 65,361

Change-65,361 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 64,144

Change-64,144 (-100%)

Value—

Timmons Wealth Management, LLC

N/A

Shares— from 62,499

Change-62,499 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 60,033

Change-60,033 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 55,414

Change-55,414 (-100%)

Value—

Kelman-Lazarov, Inc.

N/A

Shares— from 55,199

Change-55,199 (-100%)

Value—

Brio Consultants, LLC

N/A

Shares— from 49,083

Change-49,083 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 48,515

Change-48,515 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 45,885

Change-45,885 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 41,824

Change-41,824 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 37,900

Change-37,900 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 37,896

Change-37,896 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 30,812

Change-30,812 (-100%)

Value—

NWM Advisors, LLC

N/A

Shares— from 30,615

Change-30,615 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 27,307

Change-27,307 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 26,888

Change-26,888 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 23,926

Change-23,926 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 23,408

Change-23,408 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 22,717

Change-22,717 (-100%)

Value—

UP Strategic Wealth Investment Advisors LLC

N/A

Shares— from 21,459

Change-21,459 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,604

Change-19,604 (-100%)

Value—

Oak Wealth Advisors LLC

N/A

Shares— from 17,182

Change-17,182 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 16,288

Change-16,288 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 14,700

Change-14,700 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,948

Change-12,948 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 12,899

Change-12,899 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 11,579

Change-11,579 (-100%)

Value—

&partners

N/A

Shares— from 9,717

Change-9,717 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 9,223

Change-9,223 (-100%)

Value—

Traub Capital Management LLC

N/A

Shares— from 9,198

Change-9,198 (-100%)

Value—

JHP Wealth Management, LLC

N/A

Shares— from 8,953

Change-8,953 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 8,576

Change-8,576 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 8,506

Change-8,506 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 8,295

Change-8,295 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 8,222

Change-8,222 (-100%)

Value—

Bridgewealth Advisory Group, LLC

N/A

Shares— from 6,940

Change-6,940 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 6,305

Change-6,305 (-100%)

Value—

Tandem Financial, LLC

N/A

Shares— from 6,285

Change-6,285 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 5,963

Change-5,963 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 5,850

Change-5,850 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,761

Change-5,761 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,705

Change-5,705 (-100%)

Value—

FreeGulliver LLC

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Betterment LLC

N/A

Shares— from 4,338

Change-4,338 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,055

Change-4,055 (-100%)

Value—

Wrapmanager Inc

N/A

Shares— from 3,862

Change-3,862 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 3,292

Change-3,292 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,305

Change-1,305 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 998

Change-998 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 886

Change-886 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 526

Change-526 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 521

Change-521 (-100%)

Value—

Tradewinds, Llc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 93

Change-93 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 70

Change-70 (-100%)

Value—

	Status
Wealth Enhancement Advisory Services, LLC	NEW	1,190,295	—	+1,190,295	—	—	$84.8M	—	2026-10-13
Mills Wealth Advisors LLC	INCREASED	617,357	450,834	+166,523	+37%	$34.4M	$44.2M	+$9.7M	2026-10-22
Aprio Wealth Management, LLC	INCREASED	585,912	571,707	+14,205	+2%	$43.7M	$41.9M	-$1.7M	2026-10-28
Confluence Wealth Services, Inc.	INCREASED	369,236	329,907	+39,329	+12%	$25.2M	$26.4M	+$1.2M	2026-11-05
Asio Capital, LLC	NEW	299,715	—	+299,715	—	—	$21.5M	—	2026-10-19
Truist Financial Corp	INCREASED	291,975	207,390	+84,585	+41%	$15.8M	$20.9M	+$5.1M	2026-10-30
Sage Financial Group Inc	NEW	283,672	—	+283,672	—	—	$20.3M	—	2026-10-27
CGN Advisors LLC	INCREASED	255,659	173,051	+82,608	+48%	$13.2M	$18.3M	+$5.1M	2026-10-21
MB, Levis & Associates, LLC	INCREASED	221,817	182,879	+38,938	+21%	$14.0M	$15.9M	+$1.9M	2026-10-16
San Luis Wealth Advisors LLC	INCREASED	216,006	214,094	+1,912	+1%	$16.4M	$15.5M	-$897.2K	2026-10-27
Verum Partners LLC	DECREASED	190,555	841,112	-650,557	-77%	$64.3M	$13.6M	-$50.6M	2026-10-21
Mallini Complete Financial Planning LLC	INCREASED	170,666	131,776	+38,890	+30%	$10.1M	$12.2M	+$2.1M	2026-10-06
Opus Capital Group, LLC	DECREASED	151,011	248,789	-97,778	-39%	$19.0M	$10.8K	-$19.0M	2026-10-30
Keystone Financial Group, Inc.	INCREASED	138,762	109,104	+29,658	+27%	$8.3M	$9.9M	+$1.6M	2026-10-13
Gutierrez Wealth Advisory, LLC	INCREASED	135,269	48,718	+86,551	+178%	$3.7M	$9.7M	+$6.0M	2026-11-02
Able Financial Group, LLC	INCREASED	134,519	11,835	+122,684	+1037%	$904.2K	$9.6M	+$8.7M	2026-10-14
Syntegra Private Wealth Group, LLC	NEW	133,145	—	+133,145	—	—	$9.5M	—	2026-10-13
Verus Financial Partners, Inc.	INCREASED	132,187	118,924	+13,263	+11%	$9.1M	$9.5M	+$374.8K	2026-10-29
Sunpointe, LLC	INCREASED	126,105	31,028	+95,077	+306%	$2.4M	$9.0M	+$6.7M	2026-10-22
Physician Wealth Advisors, Inc.	INCREASED	114,821	88,686	+26,135	+29%	$6.8M	$8.2M	+$1.4M	2026-10-20
Blume Capital Management, Inc.	INCREASED	91,925	74,350	+17,575	+24%	$5.7M	$6.6M	+$898.7K	2026-10-26
D'Orazio & Associates, Inc.	INCREASED	82,448	76,991	+5,457	+7%	$5.9M	$5.9M	+$18.7K	2026-11-04
Cherry Tree Wealth Management, LLC	INCREASED	82,159	5,521	+76,638	+1388%	$421.8K	$5.9M	+$5.5M	2026-10-15
Acumen Wealth Advisors, LLC	NEW	77,674	—	+77,674	—	—	$5.6M	—	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	76,573	32,526	+44,047	+135%	$2.5M	$5.5M	+$3.0M	2026-11-02
Klingman & Associates, LLC	NEW	71,106	—	+71,106	—	—	$5.1M	—	2026-10-20
Wealthcare Advisory Partners LLC	NEW	69,871	—	+69,871	—	—	$5.0M	—	2026-10-21
Penney Financial, LLC	DECREASED	68,301	113,444	-45,143	-40%	$8.7M	$4.9M	-$3.8M	2026-10-20
Burton Enright Welch	INCREASED	63,902	23,346	+40,556	+174%	$1.8M	$4.6M	+$2.8M	2026-11-04
Quantum Financial Partners LLC	DECREASED	56,392	63,060	-6,668	-11%	$4.8M	$4.0M	-$781.8K	2026-10-19
Physician Wealth Solutions Inc.	DECREASED	56,204	74,716	-18,512	-25%	$5.7M	$4.0M	-$1.7M	2026-10-14
S.A. Mason LLC	INCREASED	55,630	52,780	+2,850	+5%	$4.0M	$4.0M	-$51.0K	2026-10-13
Websterrogers Financial Advisors, LLC	INCREASED	54,109	36,485	+17,624	+48%	$2.8M	$3.9M	+$1.1M	2026-11-02
Elser Financial Planning, Inc	NEW	53,858	—	+53,858	—	—	$3.9M	—	2026-10-16
Lincoln Capital Corp	NEW	49,854	—	+49,854	—	—	$3.6M	—	2026-10-13
Smithbridge Asset Management Inc	INCREASED	40,053	35,353	+4,700	+13%	$2.7M	$2.9M	+$165.6K	2026-10-19
Newman Dignan & Sheerar, Inc.	INCREASED	33,149	9,726	+23,423	+241%	$743.0K	$2.4M	+$1.6M	2026-10-21
Valeo Financial Advisors, LLC	INCREASED	33,105	24,357	+8,748	+36%	$1.9M	$2.4M	+$508.5K	2026-10-08
Landmark Wealth Management, LLC	INCREASED	32,299	20,769	+11,530	+56%	$1.6M	$2.3M	+$724.8K	2026-11-03
Capital Investment Services of America, Inc.	INCREASED	31,460	28,760	+2,700	+9%	$2.2M	$2.3M	+$54.3K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	28,818	26,275	+2,543	+10%	$2.0M	$2.1K	-$2.0M	2026-11-05
NavPoint Financial, Inc.	INCREASED	28,345	18,074	+10,271	+57%	$1.4M	$2.0M	+$647.8K	2026-10-21
Essex LLC	NEW	26,409	—	+26,409	—	—	$1.9M	—	2026-10-14
Lakewood Asset Management LLC	INCREASED	26,346	20,215	+6,131	+30%	$1.5M	$1.9M	+$341.2K	2026-10-26
SJS Investment Consulting Inc.	INCREASED	24,893	20,403	+4,490	+22%	$1.6M	$1.8M	+$222.8K	2026-10-26
CRA Financial Services, LLC	UNCHANGED	24,885	24,885	0	0%	$1.9M	$1.8M	-$120.2K	2026-10-16
Bernardo Wealth Planning LLC	INCREASED	24,832	11,202	+13,630	+122%	$855.8K	$1.8M	+$921.3K	2026-10-23
Diversified Portfolios, Inc.	DECREASED	22,892	24,357	-1,465	-6%	$1.9M	$1.6M	-$222.5K	2026-11-04
Sprinkle Financial Consultants LLC	INCREASED	21,307	13,395	+7,912	+59%	$1.0M	$1.5M	+$501.6K	2026-10-09
Burney Co/	INCREASED	20,042	3,158	+16,884	+535%	$241.3K	$1.4M	+$1.2M	2026-10-15
Willow Creek Wealth Management Inc.	INCREASED	18,919	14,343	+4,576	+32%	$1.1M	$1.4M	+$258.2K	2026-10-26
D.B. Root & Company, LLC	INCREASED	18,607	7,081	+11,526	+163%	$541.0K	$1.3M	+$790.7K	2026-11-04
Wedmont Private Capital	NEW	15,153	—	+15,153	—	—	$1.1M	—	2026-10-09
Retirement Planning Group, LLC	INCREASED	14,169	12,355	+1,814	+15%	$943.9K	$1.0M	+$70.2K	2026-10-19
Lynch Investment Planning, LLC	DECREASED	14,104	17,593	-3,489	-20%	$1.3M	$1.0M	-$334.7K	2026-10-27
Canvas Wealth Advisors, LLC	NEW	14,000	—	+14,000	—	—	$1.0M	—	2026-11-02
L.K. Benson & Company, P.C.	DECREASED	13,742	16,062	-2,320	-14%	$1.2M	$983.5K	-$243.6K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	13,083	5,025	+8,058	+160%	$384.0K	$936	-$383.1K	2026-11-02
AWM Capital, LLC	INCREASED	12,542	12,445	+97	+1%	$950.8K	$897.7K	-$53.1K	2026-10-16
Souders Financial Advisors	DECREASED	12,357	15,418	-3,061	-20%	$1.2M	$884.4K	-$293.6K	2026-11-03
Prospect Financial Group LLC	NEW	11,430	—	+11,430	—	—	$818.1K	—	2026-11-05
North Star Investment Management Corp.	INCREASED	11,136	11,102	+34	+0%	$848.2K	$797.0K	-$51.2K	2026-10-27
Sincerus Advisory, LLC	INCREASED	10,125	8,857	+1,268	+14%	$676.7K	$724.6K	+$48.0K	2026-10-09
Titleist Asset Management, LLC	DECREASED	9,702	9,976	-274	-3%	$762.2K	$694.4K	-$67.8K	2026-10-08
Galvin, Gaustad & Stein, LLC	DECREASED	9,500	18,025	-8,525	-47%	$1.4M	$679.9K	-$697.2K	2026-10-08
Next Level Wealth Planning, LLC	UNCHANGED	9,370	9,370	0	0%	$715.9K	$670.6K	-$45.3K	2026-10-29
Kestra Advisory Services, LLC	NEW	9,205	—	+9,205	—	—	$658.8K	—	2026-11-02
Kane Co Wealth Management, Inc.	NEW	7,300	—	+7,300	—	—	$522.5K	—	2026-11-04
Bryn Mawr Trust Advisors, LLC	INCREASED	6,653	5,663	+990	+17%	$432.7K	$476.2K	+$43.5K	2026-11-04
FC Advisory LLC	NEW	6,602	—	+6,602	—	—	$472.5K	—	2026-10-05
Perryman Financial Advisory Inc	INCREASED	6,140	5,932	+208	+4%	$453.2K	$439.5K	-$13.7K	2026-10-16
Deroy & Devereaux Private Investment Counsel Inc	UNCHANGED	6,060	6,060	0	0%	$463.0K	$434	-$462.6K	2026-10-26
TPG Advisors LLC	INCREASED	5,965	5,898	+67	+1%	$450.6K	$426.9K	-$23.7K	2026-10-16
Sowell Financial Services LLC	INCREASED	5,950	5,450	+500	+9%	$416.4K	$425.8K	+$9.5K	2026-10-23
Evanson Financial, LLC	INCREASED	5,910	5,599	+311	+6%	$427.8K	$422.9K	-$4.8K	2026-10-23
Cypress Point Wealth Management, LLC	INCREASED	5,813	5,763	+50	+1%	$440.3K	$416.0K	-$24.3K	2026-11-03
Greenspring Advisors, LLC	NEW	5,790	—	+5,790	—	—	$414.4K	—	2026-11-05
Vise Technologies, Inc.	INCREASED	5,602	2,842	+2,760	+97%	$217.1K	$400.9K	+$183.8K	2026-10-29
Aspiriant, LLC	NEW	5,570	—	+5,570	—	—	$398.6K	—	2026-10-16
Kestra Private Wealth Services, LLC	INCREASED	5,109	4,724	+385	+8%	$360.9K	$365.7K	+$4.7K	2026-10-30
Breakwater Capital Group	DECREASED	4,794	10,360	-5,566	-54%	$791.5K	$343.1K	-$448.4K	2026-10-09
Prospera Financial Services Inc	NEW	4,571	—	+4,571	—	—	$338.3K	—	2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.	INCREASED	4,501	2,710	+1,791	+66%	$207.0K	$322.1K	+$115.1K	2026-10-29
Sterling Investment Advisors, Ltd.	UNCHANGED	4,240	4,240	0	0%	$323.9K	$303.5K	-$20.5K	2026-10-27
Commonwealth Retirement Investments LLC	UNCHANGED	4,000	4,000	0	0%	$305.6K	$286.3K	-$19.3K	2026-10-26
Global Wealth Management, LLC	INCREASED	3,990	3,951	+39	+1%	$301.9K	$285.6K	-$16.3K	2026-10-15
HUB Investment Partners, LLC	DECREASED	3,943	40,991	-37,048	-90%	$3.1M	$282.2K	-$2.8M	2026-11-03
Hartmann Taylor Wealth Management, LLC	DECREASED	3,600	9,000	-5,400	-60%	$676.4K	$257.7K	-$418.7K	2026-10-14
MGO One Seven LLC	NEW	3,561	—	+3,561	—	—	$254.9K	—	2026-10-28
Capital Advisors Wealth Management, LLC	DECREASED	3,561	3,569	-8	0%	$272.7K	$254.8K	-$17.8K	2026-10-09
Diversify Advisory Services, LLC	UNCHANGED	3,489	3,489	0	0%	$262.0K	$253.6K	-$8.4K	2026-10-20
Diversify Wealth Management, LLC	UNCHANGED	3,489	3,489	0	0%	$262.0K	$253.6K	-$8.4K	2026-10-20
Flagship Harbor Advisors, LLC	INCREASED	3,249	2,900	+349	+12%	$221.6K	$232.5K	+$11.0K	2026-10-26
Voisard Asset Management Group, Inc.	DECREASED	3,155	3,755	-600	-16%	$286.9K	$225.8K	-$61.1K	2026-10-13
Financial Planning Navigators Corp	NEW	3,089	—	+3,089	—	—	$221.1K	—	2026-10-14
First Affirmative Financial Network	NEW	2,817	—	+2,817	—	—	$201.6K	—	2026-10-21
Provenance Wealth Advisors, LLC	NEW	1,482	—	+1,482	—	—	$106.1K	—	2026-10-30
Trust Co	INCREASED	1,175	869	+306	+35%	$66.4K	$84.1K	+$17.7K	2026-10-09
Financial Consulate, Inc	NEW	912	—	+912	—	—	$65.3K	—	2026-10-23
Burk Holdings LLC	INCREASED	856	658	+198	+30%	$50.3K	$61.2K	+$11.0K	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	800	800	0	0%	$61	$57	-$4	2026-10-27
Ashton Thomas Securities, LLC	UNCHANGED	645	645	0	0%	$49.3K	$46.2K	-$3.1K	2026-10-26
Breakwater Investment Management	UNCHANGED	271	271	0	0%	$20.7K	$19.4K	-$1.3K	2026-10-20
Tradewinds Capital Management, LLC	DECREASED	65	153,988	-153,923	-100%	$11.8M	$4.7K	-$11.8M	2026-10-23
Outbound Financial Inc	CLOSED	0	10,513	-10,513	-100%	$803.2K	$0	-$803.2K	2026-10-13
Prentice Wealth Management LLC	CLOSED	0	7,195	-7,195	-100%	$549.7K	$0	-$549.7K	2026-10-20
Pennsylvania Capital Management Inc	CLOSED	0	6,444	-6,444	-100%	$492.3K	$0	-$492.3K	2026-11-05
Entrust Financial LLC	CLOSED	0	25	-25	-100%	$1.9K	$0	-$1.9K	2026-11-04
HBK Sorce Advisory LLC	N/A	—	3,651,728	-3,651,728	-100%	$273.9M	—	—	—
Topsail Wealth Management, LLC	N/A	—	615,176	-615,176	-100%	$47.0M	—	—	—
Karpus Management, Inc.	N/A	—	613,630	-613,630	-100%	$46.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	500,175	-500,175	-100%	$38.2M	—	—	—
Focus Partners Wealth	N/A	—	288,155	-288,155	-100%	$22.0M	—	—	—
Elite Life Management LLC	N/A	—	193,761	-193,761	-100%	$14.5M	—	—	—
Alaethes Wealth, LLC	N/A	—	160,419	-160,419	-100%	$12.3M	—	—	—
Jane Street Group, LLC	N/A	—	153,725	-153,725	-100%	$11.7M	—	—	—
TFO Wealth Partners, LLC	N/A	—	115,064	-115,064	-100%	$8.8M	—	—	—
LPL Financial LLC	N/A	—	99,595	-99,595	-100%	$7.6M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	97,452	-97,452	-100%	$7.4M	—	—	—
TAGStone Capital, Inc.	N/A	—	95,674	-95,674	-100%	$7.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	92,269	-92,269	-100%	$7.0M	—	—	—
Tilson Financial Group, Inc.	N/A	—	87,581	-87,581	-100%	$6.7M	—	—	—
JPMorgan Chase & Co	N/A	—	83,635	-83,635	-100%	$6.4M	—	—	—
EQ Wealth Advisors, LLC	N/A	—	65,564	-65,564	-100%	$5.0M	—	—	—
HighTower Advisors, LLC	N/A	—	65,361	-65,361	-100%	$5.0M	—	—	—
Elequin Capital, LP	N/A	—	64,144	-64,144	-100%	$4.9M	—	—	—
Timmons Wealth Management, LLC	N/A	—	62,499	-62,499	-100%	$4.8M	—	—	—
Rehmann Capital Advisory Group	N/A	—	60,033	-60,033	-100%	$4.6M	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	55,414	-55,414	-100%	$4.2M	—	—	—
Kelman-Lazarov, Inc.	N/A	—	55,199	-55,199	-100%	$4.2M	—	—	—
Brio Consultants, LLC	N/A	—	49,083	-49,083	-100%	$3.7M	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	48,515	-48,515	-100%	$3.7M	—	—	—
NewEdge Advisors, LLC	N/A	—	45,885	-45,885	-100%	$3.5M	—	—	—
Rialto Wealth Management, LLC	N/A	—	41,824	-41,824	-100%	$3.2M	—	—	—
TD Capital Management LLC	N/A	—	37,900	-37,900	-100%	$2.9M	—	—	—
Advyzon Investment Management, LLC	N/A	—	37,896	-37,896	-100%	$2.9M	—	—	—
Boston Family Office LLC	N/A	—	30,812	-30,812	-100%	$2.4M	—	—	—
NWM Advisors, LLC	N/A	—	30,615	-30,615	-100%	$2.3M	—	—	—
Hills Bank & Trust Co	N/A	—	27,307	-27,307	-100%	$2.1M	—	—	—
Cerity Partners LLC	N/A	—	26,888	-26,888	-100%	$2.1M	—	—	—
Greenwich Wealth Management LLC	N/A	—	23,926	-23,926	-100%	$1.8M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	23,408	-23,408	-100%	$1.8M	—	—	—
Natixis Advisors, LLC	N/A	—	22,717	-22,717	-100%	$1.7M	—	—	—
UP Strategic Wealth Investment Advisors LLC	N/A	—	21,459	-21,459	-100%	$1.6M	—	—	—
Citadel Advisors LLC	N/A	—	19,604	-19,604	-100%	$1.5M	—	—	—
Oak Wealth Advisors LLC	N/A	—	17,182	-17,182	-100%	$1.3M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	16,288	-16,288	-100%	$1.2M	—	—	—
Dakota Wealth Management	N/A	—	14,700	-14,700	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,948	-12,948	-100%	$989.2K	—	—	—
Evolve Private Wealth, LLC	N/A	—	12,899	-12,899	-100%	$985.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	11,579	-11,579	-100%	$884.7K	—	—	—
&partners	N/A	—	9,717	-9,717	-100%	$742.8K	—	—	—
Waverly Advisors, LLC	N/A	—	9,223	-9,223	-100%	$704.6K	—	—	—
Traub Capital Management LLC	N/A	—	9,198	-9,198	-100%	$702.7K	—	—	—
JHP Wealth Management, LLC	N/A	—	8,953	-8,953	-100%	$684.0K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	8,576	-8,576	-100%	$655.2K	—	—	—
Inspire Advisors, LLC	N/A	—	8,506	-8,506	-100%	$647.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	8,295	-8,295	-100%	$633.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	8,222	-8,222	-100%	$628.2K	—	—	—
Bridgewealth Advisory Group, LLC	N/A	—	6,940	-6,940	-100%	$530.2K	—	—	—
Essex Financial Services, Inc.	N/A	—	6,305	-6,305	-100%	$481.7K	—	—	—
Tandem Financial, LLC	N/A	—	6,285	-6,285	-100%	$480.2K	—	—	—
Snowden Capital Advisors LLC	N/A	—	5,963	-5,963	-100%	$455.6K	—	—	—
Summit Financial, LLC	N/A	—	5,850	-5,850	-100%	$446.9K	—	—	—
MML Investors Services, LLC	N/A	—	5,761	-5,761	-100%	$440.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	5,705	-5,705	-100%	$435.9K	—	—	—
FreeGulliver LLC	N/A	—	4,700	-4,700	-100%	$359.1K	—	—	—
Betterment LLC	N/A	—	4,338	-4,338	-100%	$331.0K	—	—	—
Harbour Investments, Inc.	N/A	—	4,055	-4,055	-100%	$309.8K	—	—	—
Wrapmanager Inc	N/A	—	3,862	-3,862	-100%	$295.1K	—	—	—
XTX Topco Ltd	N/A	—	3,292	-3,292	-100%	$251.5K	—	—	—
Gould Capital, LLC	N/A	—	1,650	-1,650	-100%	$126.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,305	-1,305	-100%	$99.7K	—	—	—
Morgan Stanley	N/A	—	998	-998	-100%	$76.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	886	-886	-100%	$67.7K	—	—	—
Royal Bank of Canada	N/A	—	526	-526	-100%	$40.0K	—	—	—
Wells Fargo & Company	N/A	—	521	-521	-100%	$39.8K	—	—	—
Tradewinds, Llc.	N/A	—	500	-500	-100%	$258.3K	—	—	—
Vanguard Advisers Inc	N/A	—	93	-93	-100%	$7.1K	—	—	—
Franklin Resources Inc	N/A	—	70	-70	-100%	$5.3K	—	—	—

Showing 180 of 180 institutions