VANGUARD WELLINGTON FD
CUSIP 921935870
Vanguard Wellington Fd has 24 institutional holders in Filings Flow’s 13F database, together reporting 7.97M shares worth $800M as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Wescott Financial Advisory Group, LLC, and Bank Of America Corp /De/.
Institutional Holders
24
Q1 2026
Reported Value
$64M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Wescott Financial Advisory Group, LLC$1.1B AUM | 6.43% | $73M | 725.5K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 3.18% | $5M | 44.5K | Q1 2026OLDER |
| Gleason Group, Inc.$1.0B AUM | 3.00% | $30M | 299.6K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 2.68% | $20M | 194.1K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 2.55% | $4M | 40.2K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 2.01% | $5M | 52.9K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 1.96% | $2M | 21.4K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 1.88% | $10M | 96.2K | Q2 2026 |
| First Affirmative Financial Network$258M AUM | 1.84% | $5M | 46.9K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 1.78% | $4M | 40.1K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 1.65% | $4M | 37.5K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 1.31% | $2M | 22.2K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 1.27% | $2M | 16.2K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 1.24% | $8M | 74.5K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 1.23% | $6M | 58.6K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 1.17% | $8M | 75.6K | Q1 2026OLDER |
| MAYPORT, LLC$538M AUM | 1.17% | $6M | 62.0K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 1.08% | $2M | 19.8K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.99% | $3M | 33.0K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.98% | $3M | 30.8K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.95% | $2M | 19.6K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.87% | $1M | 13.8K | Q1 2026OLDER |
| SwitchPoint Financial Planning, LLC$147M AUM | 0.85% | $1M | 12.4K | Q1 2026OLDER |
| Capital Investment Services of America, Inc.$958M AUM | 0.81% | $8M | 76.3K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.76% | $5M | 51.1K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.75% | $2M | 23.7K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.73% | $2M | 24.2K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.71% | $6M | 61.2K | Q2 2026 |
| URS Advisory LLC$137M AUM | 0.67% | $919,656 | 9.1K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.67% | $728,893 | 7.2K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.66% | $3M | 29.0K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.64% | $3M | 24.8K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.64% | $9M | 90.0K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 0.62% | $742,805 | 7.3K | Q2 2026 |
| Ballast Rock Private Wealth LLC$181M AUM | 0.61% | $1M | 11.0K | Q1 2026OLDER |
| Directional Asset Management$109M AUM | 0.61% | $662,663 | 6.6K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.60% | $10M | 95.0K | Q2 2026 |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.57% | $2M | 15.2K | Q3 2025OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.56% | $2M | 17.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.53% | $576,195 | 5.7K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.52% | $843,307 | 8.3K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.50% | $1M | 10.8K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 0.49% | $1M | 10.7K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.48% | $1M | 13.5K | Q2 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.48% | $1M | 11.4K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.47% | $5M | 48.3K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.45% | $794,152 | 7.9K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.40% | $4M | 34.8K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 0.39% | $766,423 | 7.6K | Q1 2026OLDER |
| Manuka Financial, LLC$162M AUM | 0.38% | $621,708 | 6.1K | Q1 2026OLDER |
| STONE LOFT WEALTH MANAGEMENT LLC$107M AUM | 0.38% | $401,630 | 4.0K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 0.37% | $2M | 20.4K | Q1 2026OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 0.36% | $828,650 | 8.1K | Q3 2025OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.35% | $673,178 | 6.7K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.34% | $506,550 | 5.0K | Q2 2026 |
| Sound Portfolio Advisors, LLC$123M AUM | 0.33% | $404,560 | 4.0K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.32% | $378,859 | 3.7K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.31% | $2M | 15.6K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 0.30% | $502,719 | 4.9K | Q3 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.29% | $655,798 | 6.4K | Q3 2025OLDER |
| Burton Enright Welch$736M AUM | 0.28% | $2M | 20.4K | Q1 2026OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.28% | $512,072 | 5.1K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.27% | $679,931 | 6.7K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.26% | $6M | 60.6K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 0.25% | $525,372 | 5.2K | Q3 2025OLDER |
| Congress Park Capital LLC$326M AUM | 0.25% | $809,120 | 8.0K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.24% | $359,249 | 3.6K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.24% | $302,054 | 3.0K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.23% | $310,990 | 3.1K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.23% | $420,136 | 4.2K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.22% | $2M | 17.7K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.22% | $731,114 | 7.2K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.21% | $594,959 | 5.9K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.21% | $4M | 38.7K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.21% | $27M | 266.2K | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.20% | $697,461 | 6.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.20% | $134M | 1.33M | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.19% | $923,914 | 9.1K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 0.19% | $412,534 | 4.1K | Q2 2026 |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.18% | $513,690 | 5.1K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.18% | $690,584 | 6.8K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.18% | $264,150 | 2.6K | Q3 2025OLDER |
| Essex Bank$452M AUM | 0.18% | $810,636 | 8.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.18% | $2M | 17.8K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.17% | $521,730 | 5.2K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.17% | $687,449 | 6.8K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.16% | $2M | 19.8K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.16% | $802,445 | 7.9K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.16% | $189,248 | 1.9K | Q2 2026 |
| Three Arch Wealth Management LLC$556M AUM | 0.16% | $877,442 | 8.7K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.15% | $202,280 | 2.0K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.15% | $547,066 | 5.4K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.15% | $3M | 27.2K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.14% | $323,951 | 3.2K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.13% | $3M | 27.1K | Q2 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.13% | $239,059 | 2.4K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.13% | $323,648 | 3.2K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.12% | $1M | 11.1K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.12% | $495,181 | 4.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.12% | $3M | 26.1K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.11% | $301,806 | 3.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.11% | $5M | 47.5K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.11% | $354,281 | 3.5K | Q2 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.11% | $1M | 13.8K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.11% | $298,970 | 3.0K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.11% | $298,970 | 3.0K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 0.11% | $537,458 | 5.3K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.11% | $4M | 35.0K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 0.11% | $1M | 10.7K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.11% | $146,263 | 516 | Q3 2025OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.11% | $800,321 | 7.9K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.10% | $464,119 | 4.6K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.10% | $247,793 | 2.5K | Q1 2026OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.10% | $759,116 | 7.5K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.10% | $913,699 | 9.0K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.09% | $352,979 | 3.5K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.09% | $4M | 42.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.09% | $6M | 64.2K | Q2 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.09% | $671,974 | 6.6K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.09% | $158,790 | 1.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.09% | $946,367 | 9.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 14.5K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.08% | $1M | 11.9K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.08% | $551,213 | 5.5K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 0.08% | $298,358 | 3.0K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.08% | $209,819 | 2.1K | Q3 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.07% | $2M | 22.3K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.07% | $290,588 | 2.9K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.07% | $3M | 26.0K | Q2 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 0.07% | $246,680 | 2.4K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.07% | $243,780 | 2.4K | Q4 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $252,243 | 2.5K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.06% | $714,251 | 7.1K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.06% | $95,582 | 941 | Q4 2025OLDER |
| Level Financial Advisors$392M AUM | 0.06% | $231,813 | 2.3K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.06% | $327,485 | 3.2K | Q3 2025OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.05% | $628,990 | 6.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 12.0K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.05% | $6M | 55.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.05% | $10M | 100.2K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.05% | $200,156 | 2.0K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.05% | $248,504 | 2.5K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $693,294 | 6.8K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $8M | 83.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $2M | 15.5K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.04% | $592,074 | 5.9K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.04% | $247,793 | 2.5K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.04% | $472,020 | 4.7K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.04% | $241,300 | 2.4K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $525,854 | 5.2K | Q4 2025OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.04% | $242,635 | 2.4K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.04% | $2M | 19.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.03% | $4M | 37.9K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $431,463 | 4.3K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.03% | $35,399 | 350 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.03% | $149,109 | 1.5K | Q2 2026 |
| Elequin Capital, LP$1.2B AUM | 0.03% | $393,030 | 3.9K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.03% | $251,896 | 2.5K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $507,259 | 5.0K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $533,109 | 5.3K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.03% | $50,570 | 500 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 26.8K | Q1 2026OLDER |
| Financial Plan, Inc.$933M AUM | 0.03% | $281,473 | 2.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 31.3K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.03% | $354,292 | 3.5K | Q3 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.03% | $906,922 | 9.0K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $532,262 | 5.3K | Q1 2026OLDER |
| Symmetry Partners, LLC$1.8B AUM | 0.03% | $464,536 | 4.6K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $301,397 | 3.0K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.03% | $804,299 | 7.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $253,275 | 2.5K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $17M | 170.6K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.02% | $51,885 | 513 | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $199,246 | 2.0K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $217,249 | 2.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $818,921 | 8.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.02% | $54,569 | 540 | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.02% | $396,570 | 3.9K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $101,140 | 1.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 19.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $832,953 | 8.2K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $640,914 | 6.3K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.02% | $398,662 | 3.9K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.02% | $230,561 | 2.3K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.02% | $224,333 | 2.2K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $371,993 | 3.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $598,539 | 5.9K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 36.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.02% | $285,113 | 2.8K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $465,244 | 4.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $946,682 | 9.4K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $241,149 | 2.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $267,303 | 2.6K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 19.5K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.02% | $268,830 | 2.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $76,097 | 753 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $101,140 | 1.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.02% | $248,804 | 2.5K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.01% | $228,026 | 2.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $532,371 | 5.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $223,181 | 2.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 21.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 14.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 66.1K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $235,656 | 2.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $10M | 95.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $12M | 115.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 85.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $437,472 | 4.3K | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $363,295 | 3.6K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $256,390 | 2.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $199,853 | 2.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 29.4K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 13.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $871,220 | 8.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $405,019 | 4.0K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.01% | $200,160 | 2.0K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $298,262 | 2.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $252,850 | 2.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $87,277 | 863 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $538,267 | 5.3K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $18,995 | 187 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $437,004 | 4.3K | Q4 2025OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $240,410 | 2.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $24M | 238.6K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $283,192 | 2.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $627,068 | 6.2K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $3M | 33.5K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $70,917 | 700 | Q2 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $530,985 | 5.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $126,425 | 1.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $250,586 | 2.5K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 13.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $38,130 | 377 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $252,414 | 2.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $338,595 | 3.3K | Q3 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $1M | 10.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $368,409 | 3.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $98,612 | 975 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $364,760 | 3.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 36.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $656,682 | 6.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 27.6K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $337,302 | 3.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 75.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $568,205 | 5.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 10.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 10.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 154.4K | Q2 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $2M | 17.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $211,383 | 2.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38M | 378.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $232,116 | 2.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $723,270 | 7.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $552,204 | 5.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $658,740 | 6.5K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $239,479 | 2.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 92.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $442,041 | 4.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $451,640 | 4.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 75.6K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $268,527 | 2.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 11.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 29.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $652,859 | 6.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $30,342 | 300 | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $280,259 | 2.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $119,345 | 1.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $740,762 | 7.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $50,655 | 500 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 45.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 14.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 36.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $423,069 | 4.2K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 0.00% | $28,016 | 277 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $26,296 | 260 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $477,964 | 4.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $84,857 | 839 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $20,228 | 200 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $244,051 | 2.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 29.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,198 | 51 | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $3,641 | 36 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 18.4K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $131,844 | 1.3K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $294,592 | 2.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $30,241 | 299 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 26.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $19,706 | 194 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $20,228 | 200 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,832 | 28 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $217,451 | 2.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $235,898 | 2.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $48,749 | 482 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3,236 | 32 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $435 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.