IVOGVANGUARD ADMIRAL FDS INC
CUSIP 921932869 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Admiral Fds Inc (IVOG) has 177 institutional holders in Filings Flow’s 13F database, together reporting 5.21M shares worth $651M as of Q1 2026. The largest reported holders are Vantagepoint Investment Advisers LLC, Mariner, LLC, and Morgan Stanley.
Institutional Holders
177
Q1 2026
Reported Value
$651M
Ticker
IVOG
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 1.38% | $163M | 1.30M | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.09% | $79M | 635.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $31M | 244.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $30M | 239.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 224.9K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.20% | $27M | 215.5K | Q1 2026 |
| Stordahl Capital Management, Inc.$486M AUM | 3.74% | $18M | 145.4K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 1.79% | $17M | 139.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 128.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 124.2K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 2.43% | $15M | 121.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 91.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 85.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.14% | $10M | 81.6K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.12% | $10M | 77.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $9M | 70.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 64.4K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.10% | $7M | 56.2K | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 1.88% | $6M | 50.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.09% | $6M | 47.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 44.9K | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 2.16% | $5M | 39.6K | Q1 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 3.74% | $5M | 37.2K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 38.1K | Q1 2026 |
| Drucker Wealth 3.0, LLC$573M AUM | 0.80% | $5M | 36.6K | Q1 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 2.41% | $4M | 35.5K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.05% | $4M | 34.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 33.5K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.02% | $4M | 33.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 32.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 31.2K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.32% | $4M | 30.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 27.9K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 27.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.02% | $3M | 25.1K | Q1 2026 |
| Mendel Capital Management LLC$199M AUM | 1.40% | $3M | 22.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.09% | $3M | 21.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 19.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 20.0K | Q3 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 17.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 17.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 15.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 14.8K | Q1 2026 |
| Goodman Financial Corp$582M AUM | 0.31% | $2M | 14.5K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 13.7K | Q1 2026 |
| Veratis Advisors, Inc.$126M AUM | 1.35% | $2M | 13.2K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 12.5K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 13.4K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.08% | $2M | 13.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 12.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 12.1K | Q1 2026 |
| ES4, LLC$155M AUM | 0.97% | $2M | 12.1K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 10.7K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.06% | $1M | 10.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 9.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 9.2K | Q1 2026 |
| Heritage Investment Group, Inc.$661M AUM | 0.16% | $1M | 8.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 8.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $960,523 | 8.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $959,625 | 7.7K | Q1 2026 |
| CONNING INC.$3.0B AUM | 0.03% | $944,227 | 7.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $936,099 | 7.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $916,334 | 8.1K | Q2 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.05% | $913,000 | 7.6K | Q3 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.06% | $855,580 | 6.8K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $846,078 | 6.8K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.10% | $837,765 | 6.7K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $800,000 | 6.4K | Q1 2026 |
| Integrated Capital Management, LLC$237M AUM | 0.32% | $749,327 | 6.0K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 0.11% | $736,320 | 5.9K | Q1 2026 |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.37% | $731,829 | 6.1K | Q3 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $714,922 | 5.7K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.22% | $688,290 | 5.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $687,307 | 5.7K | Q4 2025OLDER |
| Tempo Wealth, LLC$573M AUM | 0.12% | $684,420 | 5.5K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $632,277 | 5.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $619,024 | 5.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $607,066 | 4.9K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 0.12% | $592,392 | 4.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $588,085 | 4.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $583,943 | 4.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $578,825 | 4.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $562,916 | 4.5K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $546,006 | 4.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $535,391 | 4.0K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.05% | $528,502 | 4.2K | Q1 2026 |
| Financial Security Advisor, Inc.$544M AUM | 0.10% | $527,047 | 4.2K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.02% | $521,626 | 4.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $509,810 | 4.1K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.25% | $508,372 | 4.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $492,574 | 4.4K | Q2 2025OLDER |
| BALANCED WEALTH GROUP LLC$279M AUM | 0.18% | $490,665 | 3.9K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.07% | $477,793 | 3.8K | Q4 2025OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.21% | $476,489 | 3.8K | Q1 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 0.10% | $462,361 | 3.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $437,605 | 3.5K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.02% | $430,944 | 3.4K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.02% | $417,985 | 3.7K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $378,466 | 3.0K | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $369,977 | 3.1K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $364,644 | 2.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $359,313 | 2.9K | Q1 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $350,760 | 2.9K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $345,963 | 2.8K | Q1 2026 |
| Sierra Capital LLC$918M AUM | 0.04% | $329,000 | 2.6K | Q1 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.09% | $325,078 | 2.6K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.13% | $320,954 | 2.6K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.03% | $318,188 | 2.5K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $316,686 | 2.5K | Q1 2026 |
| IFG Advisors, LLC$611M AUM | 0.05% | $313,575 | 2.5K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.03% | $305,294 | 2.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $296,926 | 2.4K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $289,786 | 2.3K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.06% | $285,694 | 2.3K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 0.28% | $283,334 | 2.3K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.15% | $282,454 | 2.5K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $281,023 | 2.2K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $280,693 | 2.2K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $266,980 | 2.1K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $264,000 | 2.3K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $260,735 | 2.1K | Q1 2026 |
| FWG Investments, LLC.$157M AUM | 0.16% | $253,936 | 2.0K | Q1 2026 |
| Weinberger Asset Management, Inc$267M AUM | 0.09% | $250,078 | 2.0K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.07% | $244,559 | 2.0K | Q1 2026 |
| Sunburst Financial Group, LLC$617M AUM | 0.04% | $243,549 | 1.9K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.06% | $242,058 | 1.9K | Q1 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.00% | $241,308 | 1.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $233,601 | 1.9K | Q1 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.16% | $229,180 | 1.8K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $222,428 | 1.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $221,527 | 2.0K | Q2 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.05% | $220,553 | 1.8K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.06% | $220,201 | 1.8K | Q1 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.03% | $218,803 | 1.8K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $217,798 | 1.8K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $217,097 | 1.7K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.01% | $212,551 | 1.7K | Q1 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.08% | $211,204 | 1.6K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $208,082 | 1.8K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $207,707 | 1.7K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $207,425 | 1.7K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $206,230 | 1.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $201,937 | 1.7K | Q4 2025OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.07% | $200,184 | 1.6K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $173,766 | 1.4K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.10% | $160,789 | 1.3K | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.03% | $144,785 | 1.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $125,030 | 1.0K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $123,085 | 1.0K | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.04% | $121,776 | 974 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.10% | $120,433 | 963 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $119,529 | 956 | Q1 2026 |
| Hanson & Doremus Investment Management$869M AUM | 0.01% | $113,000 | 902 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.06% | $111,852 | 895 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $107,379 | 950 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $100,601 | 842 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $89,074 | 704 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $88,771 | 710 | Q1 2026 |
| Founders Capital Management$205M AUM | 0.04% | $84,145 | 673 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $74,643 | 597 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $73,768 | 590 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $63,716 | 530 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $56,389 | 451 | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.02% | $52,090 | 417 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $44,511 | 356 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $43,010 | 344 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $38,386 | 307 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $38,134 | 305 | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $37,517 | 314 | Q3 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $36,009 | 288 | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.02% | $35,133 | 281 | Q1 2026 |
| Garner Asset Management Corp$255M AUM | 0.01% | $35,099 | 292 | Q4 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $34,879 | 279 | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.02% | $32,008 | 256 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $31,010 | 245 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $28,632 | 229 | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $27,632 | 221 | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $27,382 | 219 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $27,184 | 217 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $26,006 | 208 | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.00% | $24,867 | 220 | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $22,852 | 189 | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 0.02% | $22,755 | 182 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $22,505 | 180 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $21,625 | 181 | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $20,119 | 178 | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $17,460 | 138 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $13,979 | 117 | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $13,754 | 110 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $13,462 | 112 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $12,503 | 100 | Q1 2026 |
| City State Bank$385M AUM | 0.00% | $12,503 | 100 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $10,002 | 80 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $9,252 | 74 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $9,248 | 73 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $8,002 | 64 | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $7,752 | 62 | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.01% | $7,627 | 61 | Q1 2026 |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $6,732 | 56 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $5,916 | 47 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $3,000 | 21 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,376 | 19 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $2,000 | 19 | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,626 | 13 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $1,131 | 10 | Q2 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $1,082 | 9 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $985 | 8 | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $750 | 6 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $127 | 1 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $125 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.