VIOVVANGUARD ADMIRAL FDS INC
CUSIP 921932778 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Admiral Fds Inc (VIOV) has 215 institutional holders in Filings Flow’s 13F database, together reporting 6.06M shares worth $593M as of Q1 2026. The largest reported holders are Morgan Stanley, Aspiriant, LLC, and Ubs Group AG.
Institutional Holders
215
Q1 2026
Reported Value
$593M
Ticker
VIOV
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Legend Financial Advisors, Inc.$155M AUM | 6.55% | $10M | 99.8K | Q1 2026 |
| ASSET PLANNING CORPORATION$211M AUM | 5.70% | $12M | 126.2K | Q3 2025OLDER |
| Code Waechter LLC$168M AUM | 4.60% | $8M | 76.1K | Q1 2026 |
| Hegarty Advisors, LLC$127M AUM | 3.19% | $4M | 39.8K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 2.56% | $3M | 39.4K | Q2 2025OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 2.42% | $10M | 95.1K | Q1 2026 |
| Integrated Investment Consultants, LLC$471M AUM | 2.42% | $12M | 126.1K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 2.26% | $30M | 296.7K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 1.99% | $15M | 149.1K | Q1 2026 |
| Veratis Advisors, Inc.$126M AUM | 1.76% | $2M | 20.8K | Q4 2025OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 1.65% | $10M | 100.2K | Q1 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 1.46% | $2M | 24.5K | Q1 2026 |
| First Bank & Trust$680M AUM | 1.29% | $8M | 78.4K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 1.19% | $12M | 116.7K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 1.14% | $3M | 32.5K | Q1 2026 |
| One Day In July LLC$1.2B AUM | 1.07% | $13M | 131.0K | Q1 2026 |
| Cambridge Financial Group, LLC$295M AUM | 1.02% | $3M | 29.5K | Q1 2026 |
| RFG HOLDINGS, INC.$397M AUM | 1.01% | $4M | 39.5K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.89% | $31M | 306.7K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.88% | $2M | 17.8K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.75% | $4M | 35.2K | Q1 2026 |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 0.63% | $1M | 14.4K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.57% | $15M | 144.7K | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.57% | $1M | 10.7K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.54% | $1M | 10.9K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.44% | $5M | 52.8K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.42% | $1M | 12.8K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.41% | $2M | 22.6K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.37% | $2M | 15.6K | Q4 2025OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.37% | $1M | 10.6K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 0.36% | $2M | 17.1K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.34% | $12M | 118.4K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.30% | $3M | 28.1K | Q1 2026 |
| Red Door Wealth Management, LLC$962M AUM | 0.30% | $3M | 28.0K | Q1 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.29% | $653,985 | 6.4K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.29% | $3M | 33.6K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.27% | $654,595 | 6.4K | Q1 2026 |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.25% | $15M | 150.8K | Q1 2026 |
| Financial Strategies Group, Inc.$598M AUM | 0.24% | $1M | 13.0K | Q1 2026 |
| Integrated Capital Management, LLC$237M AUM | 0.23% | $541,185 | 5.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.21% | $20M | 192.7K | Q1 2026 |
| St. Louis Trust Co$856M AUM | 0.19% | $2M | 16.3K | Q1 2026 |
| Hardin Capital Partners, LLC$215M AUM | 0.18% | $387,397 | 3.8K | Q1 2026 |
| Bruce G. Allen Investments, LLC$153M AUM | 0.18% | $273,884 | 2.7K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.16% | $1M | 12.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.16% | $14M | 142.5K | Q1 2026 |
| Genesis Financial Group, LLC$158M AUM | 0.14% | $217,215 | 2.1K | Q1 2026 |
| INSIGHT 2811, INC.$239M AUM | 0.13% | $322,115 | 3.2K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.13% | $223,625 | 2.2K | Q1 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.13% | $1M | 12.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.12% | $6M | 56.8K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.12% | $2M | 21.4K | Q1 2026 |
| Wealth Architects, LLC$1.1B AUM | 0.11% | $1M | 12.1K | Q1 2026 |
| BHK Investment Advisors, LLC$299M AUM | 0.11% | $325,568 | 3.2K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.11% | $117,815 | 1.2K | Q1 2026 |
| Stone Summit Wealth LLC$359M AUM | 0.10% | $375,624 | 3.7K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.10% | $302,894 | 3.0K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.10% | $393,460 | 3.9K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.10% | $3M | 30.9K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.09% | $4M | 41.3K | Q1 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 0.09% | $219,148 | 2.2K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.09% | $141,175 | 1.4K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.09% | $12M | 116.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.08% | $1M | 11.1K | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.08% | $770,771 | 7.6K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.08% | $746,167 | 7.3K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.07% | $355,319 | 4.0K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 41.0K | Q4 2025OLDER |
| Snider Financial Group$331M AUM | 0.07% | $262,877 | 2.7K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.07% | $2M | 19.8K | Q1 2026 |
| TruNorth Capital Management, LLC$522M AUM | 0.07% | $347,340 | 3.4K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.07% | $162,784 | 1.6K | Q1 2026 |
| Passive Capital Management, LLC.$335M AUM | 0.06% | $209,381 | 2.1K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.06% | $122,746 | 1.2K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.06% | $742,716 | 7.8K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.06% | $12M | 119.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $5M | 52.0K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.05% | $6M | 75.0K | Q2 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $661,529 | 6.5K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $716,453 | 7.0K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.05% | $240,050 | 2.4K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.05% | $90,650 | 891 | Q1 2026 |
| Altrius Capital Management Inc$503M AUM | 0.04% | $221,996 | 2.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $3M | 25.3K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.04% | $404,640 | 4.0K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.04% | $74,677 | 734 | Q1 2026 |
| Portus Wealth Advisors, LLC$106M AUM | 0.04% | $41,549 | 408 | Q1 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.04% | $433,515 | 4.3K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.03% | $154,238 | 1.5K | Q1 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 0.03% | $35,406 | 348 | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.03% | $12M | 118.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 52.4K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $486,583 | 4.4K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.03% | $220,064 | 2.2K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.03% | $417,708 | 4.1K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 65.4K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.03% | $293,622 | 2.9K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.02% | $228,153 | 2.2K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.02% | $261,879 | 2.6K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 16.2K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $379,999 | 3.7K | Q1 2026 |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.02% | $36,275 | 357 | Q1 2026 |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.02% | $259,437 | 2.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 72.7K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 25.3K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.02% | $831,318 | 8.2K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $292,349 | 3.0K | Q4 2025OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.02% | $24,036 | 236 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.02% | $131,368 | 1.3K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $284,794 | 2.9K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $49,249 | 484 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $82,104 | 807 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.02% | $60,514 | 619 | Q4 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.02% | $23,995 | 252 | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $278,157 | 2.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 98.4K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 0.01% | $26,249 | 258 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 61.2K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 25.1K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $179,266 | 1.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $232,985 | 2.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 11.8K | Q1 2026 |
| Diversified Trust Co$5.4B AUM | 0.01% | $648,795 | 6.4K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $598,682 | 6.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $417,925 | 4.1K | Q1 2026 |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $318,447 | 3.1K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.01% | $12,412 | 122 | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $248,347 | 2.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $743,729 | 7.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $849,631 | 8.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $240,099 | 2.5K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $106,603 | 1.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 15.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $952,640 | 9.4K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $294,873 | 3.1K | Q3 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $7M | 78.5K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $683,870 | 7.2K | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $73,840 | 723 | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $591,720 | 5.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 10.6K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $482,756 | 4.7K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $881,679 | 8.7K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $268,492 | 2.6K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $74,939 | 787 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $540,179 | 5.3K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $11,598 | 114 | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $420,127 | 4.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $31M | 300.1K | Q1 2026 |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $28,231 | 330 | Q2 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $34,897 | 343 | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.00% | $261,628 | 2.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 32.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $296,470 | 2.9K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $79,459 | 781 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 25.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 129.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 11.8K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 19.7K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $95,911 | 981 | Q4 2025OLDER |
| CW Advisors, LLC$10.3B AUM | 0.00% | $328,092 | 3.8K | Q2 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $17M | 162.7K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $50,361 | 495 | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $2M | 18.0K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 17.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $73,609 | 860 | Q2 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $20,348 | 200 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $441,875 | 4.5K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 19.5K | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $11,732 | 120 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $205,006 | 2.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 15.9K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 9.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $34M | 350.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $521,222 | 5.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 61.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 67.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 16.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $420,466 | 4.3K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 11.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 89.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 10.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $39,249 | 386 | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $21,976 | 216 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,442 | 24 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $18,275 | 192 | Q3 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $14,365 | 141 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 59.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $203,480 | 2.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $32,964 | 324 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $21,258 | 209 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $70,404 | 692 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $15M | 145.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $580,528 | 5.7K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $865,640 | 8.5K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $8,343 | 82 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $229,365 | 2.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $24,467 | 246 | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 37.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $812,496 | 8.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $108,658 | 1.1K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $2,442 | 24 | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $2,849 | 28 | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $8,139 | 80 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 11.2K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $1,743 | 17 | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.00% | $1,365 | 13 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $36,626 | 360 | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 0.00% | $1,711 | 20 | Q2 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $7,821 | 80 | Q4 2025OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.00% | $1,017 | 10 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $668,169 | 6.6K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $111,400 | 1.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 27.6K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $189,808 | 1.9K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 11.2K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $18,825 | 220 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $607,491 | 6.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $3,890 | 38 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $612,271 | 6.0K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $8,037 | 79 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,535 | 53 | Q2 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $35,406 | 348 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,453 | 66 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $201,649 | 2.0K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $11,536 | 118 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $10,474 | 110 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $34,592 | 340 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $32,566 | 342 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 24.8K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,369 | 14 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $17,787 | 175 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,381 | 133 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $735,783 | 7.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $42,829 | 438 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $224,024 | 2.4K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $311,121 | 3.1K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $9,115 | 90 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $499,430 | 4.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $59,009 | 580 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $17,695 | 181 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $13,837 | 136 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $489 | 5 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $1,017 | 10 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $18,924 | 186 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $204 | 2 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $203,480 | 2.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,377 | 53 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $174 | 2 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $43 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.