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Vanguard INT Tax-Exempt Bond (VTEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Unison Advisors LLC
INCREASED
Shares2,404,971 from 2,386,124
Change+18,847 (+1%)
Value$229.3M (-$11.6M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares578,161 from 561,581
Change+16,580 (+3%)
Value$55.1M (-$1.6M)
Filed 2026-10-05
Avantax Planning Partners, Inc.
INCREASED
Shares437,171 from 187,307
Change+249,864 (+133%)
Value$41.7M (+$22.8M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares421,981 from 6,844
Change+415,137 (+6066%)
Value$40.2M (+$39.5M)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares276,229 from 240,333
Change+35,896 (+15%)
Value$26.3M (+$2.1M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares256,535 from 246,117
Change+10,418 (+4%)
Value$24.5M (-$391.1K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares151,513 from 139,584
Change+11,929 (+9%)
Value$14.4M (+$352.1K)
Filed 2026-11-06
Aspire Private Capital, LLC
INCREASED
Shares146,344 from 137,153
Change+9,191 (+7%)
Value$14.0M (+$104.9K)
Filed 2026-11-05
First Financial Bank - Trust Division
INCREASED
Shares110,872 from 87,055
Change+23,817 (+27%)
Value$10.6M (+$1.8M)
Filed 2026-10-01
Wedmont Private Capital
NEW
Shares102,209
Change+102,209
Value$9.7M
Filed 2026-10-09
Silver Oak Advisory Group, Inc.
INCREASED
Shares93,209 from 73,232
Change+19,977 (+27%)
Value$8.9M (+$1.5M)
Filed 2026-11-06
Hassell Wealth Management, LLC
INCREASED
Shares83,679 from 52,922
Change+30,757 (+58%)
Value$8.0M (+$2.7M)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
INCREASED
Shares82,138 from 81,425
Change+713 (+1%)
Value$7.8M (-$390.0K)
Filed 2026-10-05
Atria Investments, Inc
INCREASED
Shares71,797 from 67,449
Change+4,348 (+6%)
Value$6.8M (+$35.1K)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares65,253 from 63,407
Change+1,846 (+3%)
Value$6.2M (-$180.7K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares64,440 from 64,478
Change-38 (0%)
Value$6.1M (-$366.3K)
Filed 2026-11-03
Paragon Capital Management Ltd
INCREASED
Shares61,371 from 16,371
Change+45,000 (+275%)
Value$5.9M (+$4.2M)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares57,680 from 55,973
Change+1,707 (+3%)
Value$5.5M (-$152.0K)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares56,457 from 60,901
Change-4,444 (-7%)
Value$5.4M (-$766.2K)
Filed 2026-11-06
Apella Capital, LLC
DECREASED
Shares55,528 from 55,564
Change-36 (0%)
Value$5.3M (-$314.6K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares48,711 from 48,007
Change+704 (+1%)
Value$4.6M (-$202.9K)
Filed 2026-10-30
Verus Financial Partners, Inc.
INCREASED
Shares48,213 from 37,425
Change+10,788 (+29%)
Value$4.6M (+$818.1K)
Filed 2026-10-29
Seed Wealth Management, Inc.
DECREASED
Shares45,639 from 49,335
Change-3,696 (-7%)
Value$5.3M (+$337.8K)
Filed 2026-10-20
Tarbox Family Office, Inc.
NEW
Shares43,693
Change+43,693
Value$4.2M
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares26,245 from 10,995
Change+15,250 (+139%)
Value$2.5M (+$1.4M)
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares24,459 from 14,064
Change+10,395 (+74%)
Value$2.3M (+$912.0K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares24,442 from 1,585
Change+22,857 (+1442%)
Value$2.3M (+$2.2M)
Filed 2026-10-30
Cassilly Financial Group LLC
NEW
Shares21,927
Change+21,927
Value$2.1M
Filed 2026-10-07
Timonier Family Office, Ltd.
INCREASED
Shares21,168 from 20,803
Change+365 (+2%)
Value$2.0M (-$82.2K)
Filed 2026-11-03
Frankly Finances, LLC
INCREASED
Shares19,837 from 19,295
Change+542 (+3%)
Value$1.9M (-$56.8K)
Filed 2026-10-28
SigFig Wealth Management, LLC
INCREASED
Shares17,695 from 16,637
Change+1,058 (+6%)
Value$1.7M (+$6.6K)
Filed 2026-10-07
Gray Private Wealth, LLC
NEW
Shares17,341
Change+17,341
Value$1.7M
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares17,191 from 17,170
Change+21 (+0%)
Value$1.6M (-$94.6K)
Filed 2026-10-08
Genesis Private Wealth, LLC
INCREASED
Shares15,964 from 15,812
Change+152 (+1%)
Value$1.5M (-$74.5K)
Filed 2026-11-02
Financial Management Network Inc
DECREASED
Shares15,931 from 16,641
Change-710 (-4%)
Value$1.5M (-$146.6K)
Filed 2026-10-09
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares14,800 from 14,475
Change+325 (+2%)
Value$1.4K (-$50)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares14,521 from 13,976
Change+545 (+4%)
Value$1.4M (-$26.6K)
Filed 2026-10-08
Daymark Wealth Partners, LLC
NEW
Shares13,400
Change+13,400
Value$1.3M
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares12,455 from 13,682
Change-1,227 (-9%)
Value$1.2M (-$194.0K)
Filed 2026-10-26
Stone Loft Wealth Management LLC
INCREASED
Shares11,660 from 11,599
Change+61 (+1%)
Value$1.1M (-$52.5K)
Filed 2026-11-03
Integrity Investment Advisors, LLC
INCREASED
Shares11,473 from 4,767
Change+6,706 (+141%)
Value$1.1M (+$612.7K)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares11,084 from 11,084
Change0 (0%)
Value$1.1M (-$62.3K)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares10,872 from 10,872
Change0 (0%)
Value$1.0M (-$59.3K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares10,726 from 10,133
Change+593 (+6%)
Value$1.0M (-$497)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
NEW
Shares10,359
Change+10,359
Value$987.7K
Filed 2026-10-21
Sprinkle Financial Consultants LLC
INCREASED
Shares10,183 from 10,103
Change+80 (+1%)
Value$970.9K (-$49.2K)
Filed 2026-10-09
Retirement Planning Group, LLC
DECREASED
Shares10,041 from 10,120
Change-79 (-1%)
Value$957.4K (-$64.5K)
Filed 2026-10-19
Parallel Advisors, LLC
NEW
Shares10,025
Change+10,025
Value$955.8K
Filed 2026-11-03
HB Wealth Management, LLC
NEW
Shares9,699
Change+9,699
Value$924.8K
Filed 2026-10-23
Vista Capital Partners, Inc.
UNCHANGED
Shares9,568 from 9,568
Change0 (0%)
Value$912.3K (-$53.8K)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares9,200
Change+9,200
Value$877.2K
Filed 2026-10-29
Cora Capital Advisors LLC
UNCHANGED
Shares8,841 from 8,841
Change0 (0%)
Value$842.9K (-$49.7K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares8,624 from 8,377
Change+247 (+3%)
Value$823.3K (-$21.9K)
Filed 2026-10-19
Brookstone Capital Management
NEW
Shares8,195
Change+8,195
Value$781.4K
Filed 2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,741 from 7,741
Change0 (0%)
Value$757.1K (-$9.2K)
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares7,685 from 7,685
Change0 (0%)
Value$732.7K (-$43.2K)
Filed 2026-10-27
Stephen J. Garry & Associates, LLC
DECREASED
Shares7,051 from 9,325
Change-2,274 (-24%)
Value$672.3K (-$269.3K)
Filed 2026-11-05
Midwest Financial Network, LLC
INCREASED
Shares6,566 from 5,598
Change+968 (+17%)
Value$626.1K (+$60.8K)
Filed 2026-10-13
55 North Private Wealth, LLC
DECREASED
Shares6,295 from 6,377
Change-82 (-1%)
Value$600.2K (-$43.6K)
Filed 2026-10-20
Chapman Financial Group, LLC
INCREASED
Shares5,940 from 5,425
Change+515 (+9%)
Value$566.4K (+$18.6K)
Filed 2026-10-26
Nestegg Advisors, Inc.
INCREASED
Shares5,342 from 5,224
Change+118 (+2%)
Value$509.3K (-$18.2K)
Filed 2026-10-21
Gordian Advisors LLC
INCREASED
Shares5,288 from 4,313
Change+975 (+23%)
Value$504.2K (+$68.7K)
Filed 2026-10-30
WealthSpring Partners, LLC
INCREASED
Shares5,288 from 5,282
Change+6 (+0%)
Value$504.2K (-$29.1K)
Filed 2026-10-14
Symmetry Partners, LLC
INCREASED
Shares5,062 from 4,730
Change+332 (+7%)
Value$482.6K (+$5.0K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares5,056 from 6,366
Change-1,310 (-21%)
Value$482.1K (-$160.8K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
NEW
Shares4,944
Change+4,944
Value$471.4K
Filed 2026-10-20
CoreCap Advisors, LLC
UNCHANGED
Shares4,872 from 4,872
Change0 (0%)
Value$464.5K (-$27.4K)
Filed 2026-10-08
Prospera Capital Management, LLC
NEW
Shares4,780
Change+4,780
Value$455.7K
Filed 2026-10-19
Donalies Financial Planning, LLC
INCREASED
Shares4,738 from 4,490
Change+248 (+6%)
Value$451.7K (-$1.6K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares4,680 from 5,015
Change-335 (-7%)
Value$446.2K (-$60.2K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
INCREASED
Shares4,670 from 2,373
Change+2,297 (+97%)
Value$445.2K (+$205.7K)
Filed 2026-10-14
Creative Financial Designs Inc
NEW
Shares4,525
Change+4,525
Value$431.4K
Filed 2026-11-04
TCI Wealth Advisors, Inc.
DECREASED
Shares4,458 from 21,278
Change-16,820 (-79%)
Value$425.0K (-$1.7M)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares4,220 from 10,715
Change-6,495 (-61%)
Value$402.4K (-$679.5K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,146 from 14,313
Change-10,167 (-71%)
Value$395.3K (-$1.0M)
Filed 2026-10-08
D.B. Root & Company, LLC
DECREASED
Shares4,115 from 5,765
Change-1,650 (-29%)
Value$392.3K (-$189.7K)
Filed 2026-11-04
Modera Wealth Management, LLC
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$365.5K (-$21.6K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
NEW
Shares3,685
Change+3,685
Value$351.3K
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,626 from 3,776
Change-150 (-4%)
Value$346 (-$380.7K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
NEW
Shares3,339
Change+3,339
Value$318.4K
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$284.5K (-$16.8K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares2,860 from 2,373
Change+487 (+21%)
Value$272.7K (+$33.1K)
Filed 2026-11-04
Worth Asset Management, LLC
DECREASED
Shares2,859 from 2,931
Change-72 (-2%)
Value$272.6K (-$23.3K)
Filed 2026-10-07
One Degree Advisors Inc
INCREASED
Shares2,857 from 2,792
Change+65 (+2%)
Value$272.8K (-$8.2K)
Filed 2026-11-06
Mullaney, Keating & Wright, Inc.
INCREASED
Shares2,842 from 2,820
Change+22 (+1%)
Value$271.0K (-$13.7K)
Filed 2026-10-19
Winebrenner Capital Management LLC
UNCHANGED
Shares2,819 from 2,819
Change0 (0%)
Value$268.8K (-$15.9K)
Filed 2026-10-07
Compound Planning, Inc.
DECREASED
Shares2,724 from 15,119
Change-12,395 (-82%)
Value$259.7K (-$1.3M)
Filed 2026-11-05
Elevatus Welath Management
INCREASED
Shares2,595 from 2,402
Change+193 (+8%)
Value$247.4K (+$4.8K)
Filed 2026-10-19
Elser Financial Planning, Inc
DECREASED
Shares2,508 from 19,952
Change-17,444 (-87%)
Value$239.2K (-$1.8M)
Filed 2026-10-16
Creative Planning
NEW
Shares2,380
Change+2,380
Value$226.9K
Filed 2026-11-02
CRA Financial Services, LLC
NEW
Shares2,350
Change+2,350
Value$224.1K
Filed 2026-10-16
Lakewood Asset Management LLC
DECREASED
Shares2,277 from 2,391
Change-114 (-5%)
Value$217.1K (-$24.3K)
Filed 2026-10-26
D.A. Davidson & Co.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$209.8K (-$12.4K)
Filed 2026-10-28
Elevate Wealth Advisory, Inc
INCREASED
Shares1,870 from 1,795
Change+75 (+4%)
Value$178.3K (-$2.9K)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$163.6K (-$9.7K)
Filed 2026-11-05
American National Bank & Trust
INCREASED
Shares1,488 from 1,275
Change+213 (+17%)
Value$141.9K (+$13.1K)
Filed 2026-10-07
Private Trust Co NA
INCREASED
Shares1,020 from 1,012
Change+8 (+1%)
Value$97.3K (-$4.9K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares1,000 from 1,120
Change-120 (-11%)
Value$95.3K (-$17.7K)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares832 from 825
Change+7 (+1%)
Value$79.3K (-$4.0K)
Filed 2026-10-27
Trust Co
INCREASED
Shares611 from 527
Change+84 (+16%)
Value$58.3K (+$5.0K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$46.9K (-$2.8K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares152
Change+152
Value$14.5K
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares30 from 230
Change-200 (-87%)
Value$2.9K (-$20.4K)
Filed 2026-10-30
HBK Sorce Advisory LLC
CLOSED
Shares0 from 9,783
Change-9,783 (-100%)
Value$0 (-$971.7K)
Filed 2026-11-06
Luminvest Wealth Management LLC
CLOSED
Shares0 from 4,782
Change-4,782 (-100%)
Value$0 (-$482.8K)
Filed 2026-10-14
25 LLC
CLOSED
Shares0 from 3,775
Change-3,775 (-100%)
Value$0 (-$381.2K)
Filed 2026-10-13
Wingate Wealth Advisors, Inc.
CLOSED
Shares0 from 2,063
Change-2,063 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-26
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 2,022
Change-2,022 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-15
Net Worth Advisory Group
CLOSED
Shares0 from 2,009
Change-2,009 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-20
Narus Financial Partners, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-19
Atlatl Advisers LLC
CLOSED
Shares0 from 1,562
Change-1,562 (-100%)
Value$0 (-$157.7K)
Filed 2026-10-22
IFP Advisors, Inc
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$126.2K)
Filed 2026-10-16
Assetmark, Inc
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-21
Tiaa Wealth Investment Management LLC
N/A
Shares— from 414,611
Change-414,611 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 383,067
Change-383,067 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 334,859
Change-334,859 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 236,290
Change-236,290 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 203,435
Change-203,435 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 163,498
Change-163,498 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 146,836
Change-146,836 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 126,352
Change-126,352 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 94,424
Change-94,424 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 65,926
Change-65,926 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,323
Change-39,323 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,313
Change-38,313 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 32,041
Change-32,041 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 27,367
Change-27,367 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 24,004
Change-24,004 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 22,922
Change-22,922 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,470
Change-22,470 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,682
Change-19,682 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,494
Change-17,494 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,257
Change-17,257 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 17,194
Change-17,194 (-100%)
Value—
&partners
N/A
Shares— from 16,295
Change-16,295 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 14,309
Change-14,309 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13,606
Change-13,606 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,498
Change-13,498 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 8,268
Change-8,268 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,403
Change-5,403 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
FMR LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 107
Change-107 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 65
Change-65 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 48
Change-48 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 40
Change-40 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Unison Advisors LLC
INCREASED2,404,9712,386,124+18,847+1%$240.9M$229.3M-$11.6M2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED578,161561,581+16,580+3%$56.7M$55.1M-$1.6M2026-10-05
Avantax Planning Partners, Inc.
INCREASED437,171187,307+249,864+133%$18.9M$41.7M+$22.8M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED421,9816,844+415,137+6066%$688.0K$40.2M+$39.5M2026-10-13
Joel Isaacson & Co., LLC
INCREASED276,229240,333+35,896+15%$24.3M$26.3M+$2.1M2026-11-05
Commonwealth Equity Services, LLC
INCREASED256,535246,117+10,418+4%$24.9M$24.5M-$391.1K2026-11-02
Merit Financial Group, LLC
INCREASED151,513139,584+11,929+9%$14.1M$14.4M+$352.1K2026-11-06
Aspire Private Capital, LLC
INCREASED146,344137,153+9,191+7%$13.8M$14.0M+$104.9K2026-11-05
First Financial Bank - Trust Division
INCREASED110,87287,055+23,817+27%$8.8M$10.6M+$1.8M2026-10-01
Wedmont Private Capital
NEW102,209—+102,209——$9.7M—2026-10-09
Silver Oak Advisory Group, Inc.
INCREASED93,20973,232+19,977+27%$7.4M$8.9M+$1.5M2026-11-06
Hassell Wealth Management, LLC
INCREASED83,67952,922+30,757+58%$5.3M$8.0M+$2.7M2026-10-19
Heartwood Wealth Advisors LLC
INCREASED82,13881,425+713+1%$8.2M$7.8M-$390.0K2026-10-05
Atria Investments, Inc
INCREASED71,79767,449+4,348+6%$6.8M$6.8M+$35.1K2026-10-15
S.A. Mason LLC
INCREASED65,25363,407+1,846+3%$6.4M$6.2M-$180.7K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED64,44064,478-380%$6.5M$6.1M-$366.3K2026-11-03
Paragon Capital Management Ltd
INCREASED61,37116,371+45,000+275%$1.7M$5.9M+$4.2M2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED57,68055,973+1,707+3%$5.7M$5.5M-$152.0K2026-10-14
LPL Financial LLC
DECREASED56,45760,901-4,444-7%$6.1M$5.4M-$766.2K2026-11-06
Apella Capital, LLC
DECREASED55,52855,564-360%$5.6M$5.3M-$314.6K2026-10-08
Truist Financial Corp
INCREASED48,71148,007+704+1%$4.8M$4.6M-$202.9K2026-10-30
Verus Financial Partners, Inc.
INCREASED48,21337,425+10,788+29%$3.8M$4.6M+$818.1K2026-10-29
Seed Wealth Management, Inc.
DECREASED45,63949,335-3,696-7%$5.0M$5.3M+$337.8K2026-10-20
Tarbox Family Office, Inc.
NEW43,693—+43,693——$4.2M—2026-10-23
Flagship Harbor Advisors, LLC
INCREASED26,24510,995+15,250+139%$1.1M$2.5M+$1.4M2026-10-26
Valeo Financial Advisors, LLC
INCREASED24,45914,064+10,395+74%$1.4M$2.3M+$912.0K2026-10-08
Provenance Wealth Advisors, LLC
INCREASED24,4421,585+22,857+1442%$160.0K$2.3M+$2.2M2026-10-30
Cassilly Financial Group LLC
NEW21,927—+21,927——$2.1M—2026-10-07
Timonier Family Office, Ltd.
INCREASED21,16820,803+365+2%$2.1M$2.0M-$82.2K2026-11-03
Frankly Finances, LLC
INCREASED19,83719,295+542+3%$1.9M$1.9M-$56.8K2026-10-28
SigFig Wealth Management, LLC
INCREASED17,69516,637+1,058+6%$1.7M$1.7M+$6.6K2026-10-07
Gray Private Wealth, LLC
NEW17,341—+17,341——$1.7M—2026-10-28
First Heartland Consultants, Inc.
INCREASED17,19117,170+21+0%$1.7M$1.6M-$94.6K2026-10-08
Genesis Private Wealth, LLC
INCREASED15,96415,812+152+1%$1.6M$1.5M-$74.5K2026-11-02
Financial Management Network Inc
DECREASED15,93116,641-710-4%$1.7M$1.5M-$146.6K2026-10-09
A. D. Beadell Investment Counsel, Inc.
INCREASED14,80014,475+325+2%$1.5K$1.4K-$502026-10-14
Farther Finance Advisors, LLC
INCREASED14,52113,976+545+4%$1.4M$1.4M-$26.6K2026-10-08
Daymark Wealth Partners, LLC
NEW13,400—+13,400——$1.3M—2026-11-04
Oppenheimer & Co Inc
DECREASED12,45513,682-1,227-9%$1.4M$1.2M-$194.0K2026-10-26
Stone Loft Wealth Management LLC
INCREASED11,66011,599+61+1%$1.2M$1.1M-$52.5K2026-11-03
Integrity Investment Advisors, LLC
INCREASED11,4734,767+6,706+141%$481.3K$1.1M+$612.7K2026-11-03
Clearstead Advisors, LLC
UNCHANGED11,08411,08400%$1.1M$1.1M-$62.3K2026-11-06
Bryn Mawr Trust Advisors, LLC
UNCHANGED10,87210,87200%$1.1M$1.0M-$59.3K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED10,72610,133+593+6%$1.0M$1.0M-$4972026-11-06
Wealthcare Advisory Partners LLC
NEW10,359—+10,359——$987.7K—2026-10-21
Sprinkle Financial Consultants LLC
INCREASED10,18310,103+80+1%$1.0M$970.9K-$49.2K2026-10-09
Retirement Planning Group, LLC
DECREASED10,04110,120-79-1%$1.0M$957.4K-$64.5K2026-10-19
Parallel Advisors, LLC
NEW10,025—+10,025——$955.8K—2026-11-03
HB Wealth Management, LLC
NEW9,699—+9,699——$924.8K—2026-10-23
Vista Capital Partners, Inc.
UNCHANGED9,5689,56800%$966.1K$912.3K-$53.8K2026-11-06
Vise Technologies, Inc.
NEW9,200—+9,200——$877.2K—2026-10-29
Cora Capital Advisors LLC
UNCHANGED8,8418,84100%$892.7K$842.9K-$49.7K2026-11-02
CFS Investment Advisory Services, LLC
INCREASED8,6248,377+247+3%$845.2K$823.3K-$21.9K2026-10-19
Brookstone Capital Management
NEW8,195—+8,195——$781.4K—2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED7,7417,74100%$766.4K$757.1K-$9.2K2026-10-27
Rossmore Private Capital
UNCHANGED7,6857,68500%$776.0K$732.7K-$43.2K2026-10-27
Stephen J. Garry & Associates, LLC
DECREASED7,0519,325-2,274-24%$941.5K$672.3K-$269.3K2026-11-05
Midwest Financial Network, LLC
INCREASED6,5665,598+968+17%$565.2K$626.1K+$60.8K2026-10-13
55 North Private Wealth, LLC
DECREASED6,2956,377-82-1%$643.8K$600.2K-$43.6K2026-10-20
Chapman Financial Group, LLC
INCREASED5,9405,425+515+9%$547.8K$566.4K+$18.6K2026-10-26
Nestegg Advisors, Inc.
INCREASED5,3425,224+118+2%$527.5K$509.3K-$18.2K2026-10-21
Gordian Advisors LLC
INCREASED5,2884,313+975+23%$435.5K$504.2K+$68.7K2026-10-30
WealthSpring Partners, LLC
INCREASED5,2885,282+6+0%$533.3K$504.2K-$29.1K2026-10-14
Symmetry Partners, LLC
INCREASED5,0624,730+332+7%$477.6K$482.6K+$5.0K2026-10-27
Kestra Advisory Services, LLC
DECREASED5,0566,366-1,310-21%$642.8K$482.1K-$160.8K2026-11-02
Relyea Zuckerberg Hanson LLC
NEW4,944—+4,944——$471.4K—2026-10-20
CoreCap Advisors, LLC
UNCHANGED4,8724,87200%$491.9K$464.5K-$27.4K2026-10-08
Prospera Capital Management, LLC
NEW4,780—+4,780——$455.7K—2026-10-19
Donalies Financial Planning, LLC
INCREASED4,7384,490+248+6%$453.4K$451.7K-$1.6K2026-10-19
Integrated Advisors Network LLC
DECREASED4,6805,015-335-7%$506.4K$446.2K-$60.2K2026-10-20
Summit Financial Strategies, Inc.
INCREASED4,6702,373+2,297+97%$239.6K$445.2K+$205.7K2026-10-14
Creative Financial Designs Inc
NEW4,525—+4,525——$431.4K—2026-11-04
TCI Wealth Advisors, Inc.
DECREASED4,45821,278-16,820-79%$2.1M$425.0K-$1.7M2026-10-30
JFS Wealth Advisors, LLC
DECREASED4,22010,715-6,495-61%$1.1M$402.4K-$679.5K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED4,14614,313-10,167-71%$1.4M$395.3K-$1.0M2026-10-08
D.B. Root & Company, LLC
DECREASED4,1155,765-1,650-29%$582.0K$392.3K-$189.7K2026-11-04
Modera Wealth Management, LLC
UNCHANGED3,8333,83300%$387.0K$365.5K-$21.6K2026-10-28
Confluence Wealth Services, Inc.
NEW3,685—+3,685——$351.3K—2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED3,6263,776-150-4%$381.0K$346-$380.7K2026-11-02
Legacy Wealth Partners, LLC
NEW3,339—+3,339——$318.4K—2026-10-15
Sage Mountain Advisors LLC
UNCHANGED2,9842,98400%$301.3K$284.5K-$16.8K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED2,8602,373+487+21%$239.6K$272.7K+$33.1K2026-11-04
Worth Asset Management, LLC
DECREASED2,8592,931-72-2%$295.9K$272.6K-$23.3K2026-10-07
One Degree Advisors Inc
INCREASED2,8572,792+65+2%$281.0K$272.8K-$8.2K2026-11-06
Mullaney, Keating & Wright, Inc.
INCREASED2,8422,820+22+1%$284.7K$271.0K-$13.7K2026-10-19
Winebrenner Capital Management LLC
UNCHANGED2,8192,81900%$284.6K$268.8K-$15.9K2026-10-07
Compound Planning, Inc.
DECREASED2,72415,119-12,395-82%$1.5M$259.7K-$1.3M2026-11-05
Elevatus Welath Management
INCREASED2,5952,402+193+8%$242.6K$247.4K+$4.8K2026-10-19
Elser Financial Planning, Inc
DECREASED2,50819,952-17,444-87%$2.0M$239.2K-$1.8M2026-10-16
Creative Planning
NEW2,380—+2,380——$226.9K—2026-11-02
CRA Financial Services, LLC
NEW2,350—+2,350——$224.1K—2026-10-16
Lakewood Asset Management LLC
DECREASED2,2772,391-114-5%$241.4K$217.1K-$24.3K2026-10-26
D.A. Davidson & Co.
UNCHANGED2,2002,20000%$222.1K$209.8K-$12.4K2026-10-28
Elevate Wealth Advisory, Inc
INCREASED1,8701,795+75+4%$181.2K$178.3K-$2.9K2026-10-29
Fifth Third Bancorp
UNCHANGED1,7161,71600%$173.3K$163.6K-$9.7K2026-11-05
American National Bank & Trust
INCREASED1,4881,275+213+17%$128.7K$141.9K+$13.1K2026-10-07
Private Trust Co NA
INCREASED1,0201,012+8+1%$102.2K$97.3K-$4.9K2026-10-20
SJS Investment Consulting Inc.
DECREASED1,0001,120-120-11%$113.1K$95.3K-$17.7K2026-10-26
North Star Investment Management Corp.
INCREASED832825+7+1%$83.3K$79.3K-$4.0K2026-10-27
Trust Co
INCREASED611527+84+16%$53.2K$58.3K+$5.0K2026-10-09
Ashton Thomas Securities, LLC
UNCHANGED49249200%$49.7K$46.9K-$2.8K2026-10-26
Ascentis Independent Advisors
NEW152—+152——$14.5K—2026-11-03
Spire Wealth Management
DECREASED30230-200-87%$23.2K$2.9K-$20.4K2026-10-30
HBK Sorce Advisory LLC
CLOSED09,783-9,783-100%$971.7K$0-$971.7K2026-11-06
Luminvest Wealth Management LLC
CLOSED04,782-4,782-100%$482.8K$0-$482.8K2026-10-14
25 LLC
CLOSED03,775-3,775-100%$381.2K$0-$381.2K2026-10-13
Wingate Wealth Advisors, Inc.
CLOSED02,063-2,063-100%$208.3K$0-$208.3K2026-10-26
KOM Wealth Management Group, LLC
CLOSED02,022-2,022-100%$204.1K$0-$204.1K2026-10-15
Net Worth Advisory Group
CLOSED02,009-2,009-100%$202.9K$0-$202.9K2026-10-20
Narus Financial Partners, LLC
CLOSED02,000-2,000-100%$201.9K$0-$201.9K2026-10-19
Atlatl Advisers LLC
CLOSED01,562-1,562-100%$157.7K$0-$157.7K2026-10-22
IFP Advisors, Inc
CLOSED01,250-1,250-100%$126.2K$0-$126.2K2026-10-16
Assetmark, Inc
CLOSED056-56-100%$5.7K$0-$5.7K2026-10-21
Tiaa Wealth Investment Management LLC
N/A—414,611-414,611-100%$41.9M———
Envestnet Asset Management Inc
N/A—383,067-383,067-100%$38.7M———
Bank of America Corp
N/A—334,859-334,859-100%$33.8M———
HighTower Advisors, LLC
N/A—236,290-236,290-100%$23.9M———
Cetera Investment Advisers
N/A—203,435-203,435-100%$20.5M———
Seeds Investor LLC
N/A—163,498-163,498-100%$16.5M———
Hall Capital Management Co Inc
N/A—146,836-146,836-100%$14.8M———
Equitable Holdings, Inc.
N/A—126,352-126,352-100%$12.8M———
Keyvantage Wealth, LLC
N/A—94,424-94,424-100%$9.5M———
Jones Financial Companies Lllp
N/A—65,926-65,926-100%$6.7M———
Cerity Partners LLC
N/A—39,323-39,323-100%$4.0M———
Raymond James Financial Inc
N/A—38,313-38,313-100%$3.9M———
Osaic Holdings, Inc.
N/A—32,041-32,041-100%$3.2M———
Captrust Financial Advisors
N/A—27,367-27,367-100%$2.8M———
Integrity Wealth Solutions LLC
N/A—24,004-24,004-100%$2.4M———
Northwestern Mutual Wealth Management Co
N/A—22,922-22,922-100%$2.3M———
Mariner, LLC
N/A—22,470-22,470-100%$2.3M———
Citadel Advisors LLC
N/A—19,682-19,682-100%$2.0M———
Elequin Capital, LP
N/A—18,378-18,378-100%$1.9M———
Envestnet Portfolio Solutions, Inc.
N/A—17,494-17,494-100%$1.8M———
Harbour Investments, Inc.
N/A—17,257-17,257-100%$1.7M———
Oak Wealth Advisors LLC
N/A—17,194-17,194-100%$1.7M———
&partners
N/A—16,295-16,295-100%$1.6M———
Freedom Investment Management, Inc.
N/A—14,309-14,309-100%$1.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—13,775-13,775-100%$1.4M———
Vanguard National Trust Co
N/A—13,606-13,606-100%$1.4M———
Jane Street Group, LLC
N/A—13,498-13,498-100%$1.4M———
Sheridan Capital Management, LLC
N/A—12,025-12,025-100%$1.2M———
Waverly Advisors, LLC
N/A—10,481-10,481-100%$1.1M———
Alesco Advisors, LLC, An ESL Co
N/A—10,440-10,440-100%$1.1M———
Royal Bank of Canada
N/A—10,397-10,397-100%$1.1M———
IAM Advisory, LLC
N/A—10,155-10,155-100%$1.0M———
Signal Tree Financial Partners LLC
N/A—9,189-9,189-100%$927.8K———
First Manhattan Co. Llc.
N/A—8,500-8,500-100%$858.2K———
Sequent Planning LLC
N/A—8,462-8,462-100%$854.4K———
Tribridge Partners Financial LLC
N/A—8,268-8,268-100%$821.2K———
Beacon Pointe Advisors, LLC
N/A—7,718-7,718-100%$779.3K———
Peapack Gladstone Financial Corp
N/A—7,705-7,705-100%$778.0K———
NewEdge Advisors, LLC
N/A—7,662-7,662-100%$773.6K———
Benjamin Edwards Inc
N/A—6,824-6,824-100%$690.4K———
Huntington National Bank
N/A—5,927-5,927-100%$598.4K———
Principal Securities, Inc.
N/A—5,856-5,856-100%$591.3K———
Crews Bank & Trust
N/A—5,515-5,515-100%$556.9K———
Focus Partners Advisor Solutions, LLC
N/A—5,403-5,403-100%$545.6K———
OneDigital Investment Advisors LLC
N/A—5,301-5,301-100%$535.2K———
Per Stirling Capital Management, Llc.
N/A—5,067-5,067-100%$511.6K———
Independent Advisor Alliance
N/A—4,742-4,742-100%$478.8K———
IFG Advisory, LLC
N/A—4,705-4,705-100%$475.1K———
Advisory Services Network, LLC
N/A—4,484-4,484-100%$452.7K———
Focus Partners Wealth
N/A—4,429-4,429-100%$447.2K———
SCS Capital Management LLC
N/A—4,390-4,390-100%$443.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,375-4,375-100%$441.7K———
CreativeOne Wealth, LLC
N/A—4,344-4,344-100%$438.6K———
Tower Research Capital LLC (TRC)
N/A—4,100-4,100-100%$414.0K———
Gateway Wealth Partners, LLC
N/A—3,969-3,969-100%$400.8K———
Nuveen, LLC
N/A—3,715-3,715-100%$375.1K———
Summit Financial, LLC
N/A—3,156-3,156-100%$318.7K———
Sanctuary Advisors, LLC
N/A—2,978-2,978-100%$300.7K———
AQR Capital Management LLC
N/A—2,961-2,961-100%$299.0K———
MB Generational Wealth, LLC
N/A—2,723-2,723-100%$274.9K———
GeoWealth Management, LLC
N/A—2,579-2,579-100%$260.4K———
Hemenway Trust Co LLC
N/A—2,483-2,483-100%$250.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,427-2,427-100%$245.1K———
Westfuller Advisors, LLC
N/A—2,255-2,255-100%$227.7K———
Stratos Wealth Partners, Ltd.
N/A—2,015-2,015-100%$203.5K———
Dempze Nancy E
N/A—1,994-1,994-100%$201.3K———
Aberdeen Wealth Management LLC
N/A—1,969-1,969-100%$198.8K———
Bank of Montreal
N/A—1,500-1,500-100%$151.5K———
Graney & King, LLC
N/A—512-512-100%$51.7K———
FMR LLC
N/A—347-347-100%$35.0K———
WealthShield Partners, LLC
N/A—247-247-100%$24.9K———
Steward Partners Investment Advisory, LLC
N/A—159-159-100%$16.1K———
Raffa Wealth Management, LLC
N/A—138-138-100%$13.9K———
Wells Fargo & Company
N/A—107-107-100%$10.8K———
Vanguard Advisers Inc
N/A—65-65-100%$6.5K———
Tiaa Trust, National Association
N/A—48-48-100%$4.8K———
Fiduciary Financial Advisors
N/A—40-40-100%$4.1K———
Morgan Stanley
N/A—1-1-100%$170———
Showing 191 of 191 institutions