Vanguard Russell 2000 Value Index Fund(VTWV)

$194.88—

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Vanguard Russell 2000 Value Index Fund(VTWV)

NASDAQ

$194.88—

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VTWV(VTWV)

VTWV

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 228 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	425.73K	Mar 31, 26	+36.17K	6.55%
Pathstone Holdings, LLC	211.22K	Mar 31, 26	+4.84K	3.25%
MORGAN STANLEY	198.09K	Mar 31, 26	+22.81K	3.05%
COMMERCE BANK	123.76K	Mar 31, 26	+28.56K	1.90%
LPL Financial LLC	117.10K	Mar 31, 26	+21	1.80%
QUEST INVESTMENT MANAGEMENT LLC	97.64K	Mar 31, 26	+97.64K	1.50%
Private Advisor Group, LLC	95.63K	Mar 31, 26	+76.90K	1.47%
Rockefeller Capital Management L.P.	90.86K	Mar 31, 26	-2.90K	1.40%
WELLS FARGO & COMPANY/MN	89.74K	Mar 31, 26	+7.26K	1.38%
Bragg Financial Advisors, Inc	83.70K	Mar 31, 26	-1.99K	1.29%
AMERIPRISE FINANCIAL INC	75.53K	Mar 31, 26	-1.82K	1.16%
Equitable Holdings, Inc.	71.75K	Mar 31, 26	+49.64K	1.10%
ADVISOR GROUP HOLDINGS, INC.	60.74K	Mar 31, 26	+1.30K	0.93%
WestHill Financial Advisors, Inc.	58.23K	Mar 31, 26	-937	0.90%
FIRST AMERICAN TRUST, FSB	55.06K	Mar 31, 26	+55.06K	0.85%
Financial Advisory Corp	50.28K	Mar 31, 26	-133	0.77%
AMG National Trust Bank	48.75K	Mar 31, 26	+4.04K	0.75%
RAYMOND JAMES FINANCIAL INC	47.82K	Mar 31, 26	+7.70K	0.74%
Savant Capital, LLC	45.90K	Mar 31, 26	-371	0.71%
Institute for Wealth Management, LLC.	43.36K	Mar 31, 26	-131	0.67%
UBS Group AG	38.54K	Mar 31, 26	+6.07K	0.59%
Adviser Investments LLC	37.49K	Mar 31, 26	-425	0.58%
Kestra Advisory Services, LLC	35.82K	Mar 31, 26	-224	0.55%
Cetera Investment Advisers	33.61K	Mar 31, 26	-1	0.52%
JPMORGAN CHASE & CO	31.25K	Mar 31, 26	+9.18K	0.48%
Virtue Capital Management, LLC	30.18K	Mar 31, 26	+5.01K	0.46%
TRUIST FINANCIAL CORP	28.95K	Mar 31, 26	+25.86K	0.45%
SILVERCREST ASSET MANAGEMENT GROUP LLC	27.10K	Mar 31, 26	-1.25K	0.42%
FRANKLIN RESOURCES INC	26.23K	Mar 31, 26	+1.40K	0.40%
TWO SIGMA INVESTMENTS, LP	24.60K	Mar 31, 26	+24.60K	0.38%
BERKSHIRE ASSET MANAGEMENT LLC/PA	24.17K	Mar 31, 26	+268	0.37%
BlackRock, Inc.	23.36K	Mar 31, 26	+312	0.36%
GOLDMAN SACHS GROUP INC	20.74K	Mar 31, 26	-3.05K	0.32%
ENVESTNET ASSET MANAGEMENT INC	18.84K	Mar 31, 26	+4.47K	0.29%
HighTower Advisors, LLC	18.26K	Mar 31, 26	-941	0.28%
CIBC WORLD MARKET INC.	17.35K	Mar 31, 26	+40	0.27%
BARTLETT & CO. WEALTH MANAGEMENT LLC	16.83K	Mar 31, 26	--	0.26%
Allegheny Financial Group LTD	15.93K	Mar 31, 26	-64	0.25%
Rodgers & Associates, LTD	15.49K	Mar 31, 26	-953	0.24%
Phoenix Wealth Advisors	14.54K	Mar 31, 26	-342	0.22%
LBJ Family Wealth Advisors, Ltd.	14.45K	Mar 31, 26	+11	0.22%
NYL Investors LLC	14.21K	Mar 31, 26	--	0.22%
Wealth Dimensions Group, Ltd.	14.09K	Mar 31, 26	-730	0.22%
D.A. DAVIDSON & CO.	13.97K	Mar 31, 26	--	0.21%
CAPTRUST FINANCIAL ADVISORS	13.95K	Mar 31, 26	-668	0.21%
Clearstead Advisors, LLC	13.11K	Mar 31, 26	+257	0.20%
Parkside Financial Bank & Trust	12.77K	Mar 31, 26	+41	0.20%
COMMONWEALTH EQUITY SERVICES, LLC	12.51K	Mar 31, 26	+543	0.19%
ROYAL BANK OF CANADA	11.68K	Mar 31, 26	+1.80K	0.18%
Gibraltar Capital Management, Inc.	11.25K	Mar 31, 26	+630	0.17%
FIFTH THIRD SECURITIES, INC.	11.19K	Mar 31, 26	-542	0.17%
OPPENHEIMER & CO INC	11.00K	Mar 31, 26	+1.30K	0.17%
Gotham Asset Management, LLC	10.55K	Mar 31, 26	-98	0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.15K	Mar 31, 26	+10.15K	0.16%
Summit Financial, LLC	9.87K	Mar 31, 26	-1.11K	0.15%
Baird Financial Group, Inc.	8.93K	Mar 31, 26	-624	0.14%
STIFEL FINANCIAL CORP	8.91K	Mar 31, 26	+800	0.14%
Cambridge Investment Research Advisors, Inc.	8.71K	Mar 31, 26	+184	0.13%
FourThought Financial Partners, LLC	8.45K	Mar 31, 26	-165	0.13%
Roundview Capital LLC	8.38K	Mar 31, 26	-78	0.13%
NICOLET BANKSHARES INC	8.27K	Mar 31, 26	+8.27K	0.13%
Jordan Park Group LLC	8.02K	Mar 31, 26	--	0.12%
TOBIAS FINANCIAL ADVISORS, INC.	7.49K	Mar 31, 26	-167	0.12%
GREAT VALLEY ADVISOR GROUP, INC.	7.31K	Mar 31, 26	+654	0.11%
Financial Engines Advisors L.L.C.	7.17K	Mar 31, 26	-1.94K	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.54K	Mar 31, 26	+84	0.10%
Sigma Planning Corp	6.38K	Mar 31, 26	+113	0.10%
Wrenne Financial Planning LLC	5.99K	Mar 31, 26	-16	0.09%
Morangie Management LLC	5.93K	Mar 31, 26	--	0.09%
McLean Asset Management Corp	5.47K	Mar 31, 26	-37	0.08%
Brooklyn FI, LLC	5.28K	Mar 31, 26	-58	0.08%
Mariner, LLC	4.95K	Mar 31, 26	-13	0.08%
Lido Advisors, LLC	4.89K	Mar 31, 26	-290	0.08%
IVC Wealth Advisors LLC	4.33K	Mar 31, 26	-65	0.07%
Michels Family Financial, LLC	4.33K	Mar 31, 26	-14	0.07%
BANK OF MONTREAL /CAN/	4.24K	Mar 31, 26	--	0.07%
MONETA GROUP INVESTMENT ADVISORS LLC	4.10K	Mar 31, 26	+298	0.06%
Miracle Mile Advisors, LLC	4.08K	Mar 31, 26	-512	0.06%
NewEdge Advisors, LLC	4.07K	Mar 31, 26	+90	0.06%
1900 WEALTH MANAGEMENT LLC	3.97K	Mar 31, 26	+325	0.06%
JONES FINANCIAL COMPANIES LLLP	3.67K	Mar 31, 26	+1.10K	0.06%
Golden State Equity Partners	3.38K	Mar 31, 26	+3.38K	0.05%
Janney Montgomery Scott LLC	3.35K	Mar 31, 26	-63	0.05%
AdvisorNet Financial, Inc	3.22K	Mar 31, 26	-147	0.05%
Tennessee Valley Asset Management Partners	3.10K	Mar 31, 26	--	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.00K	Mar 31, 26	--	0.05%
Neuberger Berman Group LLC	2.86K	Mar 31, 26	+10	0.04%
Stordahl Capital Management, Inc.	2.81K	Mar 31, 26	-17	0.04%
Sound Financial Strategies Group, LLC	2.74K	Mar 31, 26	+2.74K	0.04%
FIRST NATIONAL BANK OF OMAHA	2.74K	Mar 31, 26	--	0.04%
CITADEL ADVISORS LLC	2.69K	Mar 31, 26	-3.06K	0.04%
MOSAIC FINANCIAL GROUP, LLC	2.66K	Mar 31, 26	+9	0.04%
MML INVESTORS SERVICES, LLC	2.66K	Mar 31, 26	-802	0.04%
FAS Wealth Partners, Inc.	2.66K	Mar 31, 26	+10	0.04%
Investor's Fiduciary Advisor Network, LLC	2.65K	Mar 31, 26	+80	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.64K	Mar 31, 26	-1.94K	0.04%
HRT FINANCIAL LP	2.60K	Mar 31, 26	+2.60K	0.04%
RMB Capital Management, LLC	2.53K	Mar 31, 26	--	0.04%
Plancorp, LLC	2.51K	Mar 31, 26	--	0.04%
Note Advisors, LLC	2.49K	Mar 31, 26	+5	0.04%
Eqis Capital Management, Inc.	2.41K	Mar 31, 26	+42	0.04%
Wealthcare Advisory Partners LLC	2.36K	Mar 31, 26	-1.08K	0.04%
Rialto Wealth Management, LLC	2.12K	Mar 31, 26	-26	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	2.09K	Mar 31, 26	+1.45K	0.03%
Vawter Financial, Ltd.	2.06K	Mar 31, 26	-600	0.03%
TRUE Private Wealth Advisors	2.06K	Mar 31, 26	+125	0.03%
Cornerstone Wealth Management, LLC	2.05K	Mar 31, 26	-354	0.03%
Waverly Advisors, LLC	2.05K	Mar 31, 26	+35	0.03%
Zhang Financial LLC	2.02K	Mar 31, 26	+2.02K	0.03%
CI Private Wealth, LLC	2.00K	Mar 31, 26	--	0.03%
Sterling Capital Management LLC	1.93K	Mar 31, 26	-134	0.03%
Buckingham Strategic Partners	1.90K	Mar 31, 26	-37	0.03%
Atomi Financial Group, Inc.	1.87K	Mar 31, 26	--	0.03%
NORTHWEST WEALTH MANAGEMENT, LLC	1.87K	Mar 31, 26	-37	0.03%
Beacon Pointe Advisors, LLC	1.86K	Mar 31, 26	-86	0.03%
Bridgewater Advisors Inc.	1.85K	Mar 31, 26	--	0.03%
AQR CAPITAL MANAGEMENT LLC	1.84K	Mar 31, 26	-304	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	1.76K	Mar 31, 26	+93	0.03%
First Western Trust Bank	1.74K	Mar 31, 26	--	0.03%
Bank of New York Mellon Corp	1.73K	Mar 31, 26	+2	0.03%
Capital Square, LLC	1.69K	Mar 31, 26	+1.69K	0.03%
Indiana Trust & Investment Management CO	1.67K	Mar 31, 26	--	0.03%
Quantinno Capital Management LP	1.64K	Mar 31, 26	-568	0.03%
ORG Wealth Partners, LLC	1.63K	Mar 31, 26	+1.63K	0.03%
Portland Global Advisors LLC	1.50K	Mar 31, 26	--	0.02%
Colony Group, LLC	1.45K	Mar 31, 26	+165	0.02%
VANCE WEALTH, INC.	1.45K	Mar 31, 26	-973	0.02%
FIFTH THIRD BANCORP	1.45K	Mar 31, 26	+1.45K	0.02%
IEQ CAPITAL, LLC	1.43K	Mar 31, 26	-1.28K	0.02%
Mount Yale Investment Advisors, LLC	1.36K	Mar 31, 26	--	0.02%
Vestmark Advisory Solutions, Inc.	1.36K	Mar 31, 26	--	0.02%
LOM Asset Management Ltd	1.36K	Mar 31, 26	--	0.02%
Integrated Wealth Concepts LLC	1.32K	Mar 31, 26	+1.32K	0.02%
FIRST MANHATTAN CO. LLC.	1.27K	Mar 31, 26	+1.27K	0.02%
CULLINAN ASSOCIATES INC	1.26K	Mar 31, 26	+1.26K	0.02%
AA Financial Advisors, LLC	1.24K	Mar 31, 26	+1.24K	0.02%
FMR LLC	1.23K	Mar 31, 26	+200	0.02%
GUIDANCE CAPITAL, INC	1.20K	Mar 31, 26	+1.20K	0.02%
Aptus Capital Advisors, LLC	1.15K	Mar 31, 26	+4	0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.15K	Mar 31, 26	+1.15K	0.02%
Archer Investment Corp	1.07K	Mar 31, 26	--	0.02%
BROWN, LISLE/CUMMINGS, INC.	950	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	888	Mar 31, 26	--	0.01%
Disciplina Capital Management LLC	860	Mar 31, 26	--	0.01%
Allworth Financial LP	829	Mar 31, 26	--	0.01%
CWM, LLC	822	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	807	Mar 31, 26	+269	0.01%
Gleason Group, Inc.	769	Mar 31, 26	+3	0.01%
HARBOUR INVESTMENTS, INC.	609	Mar 31, 26	+125	0.01%
SRS Capital Advisors, Inc.	600	Mar 31, 26	+600	0.01%
NATIONAL BANK OF CANADA /FI/	465	Mar 31, 26	-75	0.01%
SYM FINANCIAL Corp	421	Mar 31, 26	+421	0.01%
Centennial Bank/AR/	259	Mar 31, 26	-13	0.00%
Tower Research Capital LLC (TRC)	256	Mar 31, 26	+256	0.00%
Plante Moran Financial Advisors, LLC	208	Mar 31, 26	+208	0.00%
PRIVATE TRUST CO NA	191	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	159	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	155	Mar 31, 26	+155	0.00%
Steward Partners Investment Advisory, LLC	140	Mar 31, 26	--	0.00%
Bear Mountain Capital, Inc.	126	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	111	Mar 31, 26	--	0.00%
MAI Capital Management	100	Mar 31, 26	--	0.00%
CoreFirst Bank & Trust	99	Mar 31, 26	--	0.00%
EASTERN BANK	96	Mar 31, 26	--	0.00%
Triumph Capital Management	86	Mar 31, 26	-4	0.00%
McIlrath & Eck, LLC	85	Mar 31, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	80	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	55	Mar 31, 26	+55	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	51	Mar 31, 26	--	0.00%
Fairscale Capital, LLC	50	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	49	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	42	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	40	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	40	Mar 31, 26	--	0.00%
AE Wealth Management LLC	38	Mar 31, 26	+13	0.00%
NBC SECURITIES, INC.	35	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	33	Mar 31, 26	-4	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	30	Mar 31, 26	-10	0.00%
Qube Research & Technologies Ltd	17	Mar 31, 26	+17	0.00%
Eukles Asset Management	15	Mar 31, 26	-100	0.00%
Vanguard National Trust Co	12	Mar 31, 26	+12	0.00%
Topsail Wealth Management, LLC	5	Mar 31, 26	+5	0.00%
Root Financial Partners, LLC	1	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1	Mar 31, 26	+1	0.00%
Wealth Preservation Advisors, LLC	--	Mar 31, 26	-15	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-1.83K	--
COOKE & BIELER LP	--	Mar 31, 26	-7.51K	--
MidWestOne Financial Group, Inc.	8.48K	Dec 31, 25	+261	0.13%
COMERICA BANK	1.46K	Dec 31, 25	-31	0.02%
Global Retirement Partners, LLC	381	Dec 31, 25	+12	0.01%
SageView Advisory Group, LLC	216	Dec 31, 25	+216	0.00%
EWG Elevate Inc.	25.62K	Sep 30, 25	+25.62K	0.39%
COUNTRY CLUB BANK /GFN	2.74K	Sep 30, 25	--	0.04%
FSA Wealth Management LLC	202	Sep 30, 25	+1	0.00%
Congress Wealth Management LLC / DE /	54.26K	Jun 30, 25	+107	0.83%
Atria Wealth Solutions, Inc.	2.30K	Jun 30, 25	+393	0.04%
Iron Horse Wealth Management, LLC	145	Jun 30, 25	+145	0.00%
CAROLINAS WEALTH CONSULTING LLC	20.01K	Mar 31, 25	-731	0.31%
BluePointe Capital Management, LLC	3.63K	Mar 31, 25	--	0.06%
Centered Wealth LLC dba Miller Equity Capital Advisors	--	Mar 31, 25	-11.25K	--
Kiely Wealth Advisory Group, Inc.	2.71K	Dec 31, 24	+4	0.04%
RAYMOND JAMES & ASSOCIATES	15.78K	Sep 30, 24	+88	0.24%
Raymond James Financial Services Advisors, Inc.	4.23K	Sep 30, 24	+37	0.07%
Crestone Asset Management LLC	149.81K	Mar 31, 24	+23.86K	2.31%
Cetera Advisor Networks LLC	21.94K	Mar 31, 24	+2.59K	0.34%
Cetera Advisors LLC	2.18K	Mar 31, 24	+2.18K	0.03%
Bartlett & Co. LLC	22.20K	Dec 31, 23	--	0.34%
Baystate Wealth Management LLC	558	Dec 31, 23	+4	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	24.49K	Sep 30, 23	+114	0.38%
Relaxing Retirement Coach	18.68K	Jun 30, 23	-287	0.29%
Ahrens Investment Partners LLC	24	Mar 31, 23	+24	0.00%
Sargent Bickham Lagudis LLC	15.68K	Dec 31, 22	+272	0.24%
Round Table Services, LLC	16.36K	Sep 30, 22	+16.36K	0.25%
FourThought Financial, LLC	4.28K	Sep 30, 22	+465	0.07%
CPWM, LLC	2.67K	Sep 30, 22	-5.15K	0.04%
American Portfolios Advisors	34	Sep 30, 22	--	0.00%
NEXT Financial Group, Inc	4.10K	Dec 31, 21	+3.20K	0.06%
REILLY FINANCIAL ADVISORS, LLC	50	Dec 31, 21	--	0.00%
Sonora Investment Management, LLC	100	Sep 30, 21	+100	0.00%
Advisor Group, Inc.	3.07K	Dec 31, 19	--	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	116	Dec 31, 19	+1	0.00%
SUNTRUST BANKS INC	3.97K	Sep 30, 19	+152	0.06%
Guidant Wealth Advisors	428	Sep 30, 19	-99	0.01%
Edge Advisors, LLC	931	Jun 30, 18	--	0.01%
Commonwealth Equity Services, Inc	17.93K	Jun 30, 17	-188	0.28%
Virtu KCG Holdings LLC	--	Jun 30, 17	-6.07K	--
MSI Financial Services Inc	67	Dec 31, 16	+1	0.00%
UBS AG	1.63K	Sep 30, 14	-997	0.03%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

425.73K

Mar 31, 26

+36.17K

6.55%

Pathstone Holdings, LLC

211.22K

Mar 31, 26

+4.84K

3.25%

MORGAN STANLEY

198.09K

Mar 31, 26

+22.81K

3.05%

COMMERCE BANK

123.76K

Mar 31, 26

+28.56K

1.90%

LPL Financial LLC

117.10K

Mar 31, 26

+21

1.80%

QUEST INVESTMENT MANAGEMENT LLC

97.64K

Mar 31, 26

+97.64K

1.50%

Private Advisor Group, LLC

95.63K

Mar 31, 26

+76.90K

1.47%

Rockefeller Capital Management L.P.

90.86K

Mar 31, 26

-2.90K

1.40%

WELLS FARGO & COMPANY/MN

89.74K

Mar 31, 26

+7.26K

1.38%

Bragg Financial Advisors, Inc

83.70K

Mar 31, 26

-1.99K

1.29%

AMERIPRISE FINANCIAL INC

75.53K

Mar 31, 26

-1.82K

1.16%

Equitable Holdings, Inc.

71.75K

Mar 31, 26

+49.64K

1.10%

ADVISOR GROUP HOLDINGS, INC.

60.74K

Mar 31, 26

+1.30K

0.93%

WestHill Financial Advisors, Inc.

58.23K

Mar 31, 26

-937

0.90%

FIRST AMERICAN TRUST, FSB

55.06K

Mar 31, 26

+55.06K

0.85%

Financial Advisory Corp

50.28K

Mar 31, 26

-133

0.77%

AMG National Trust Bank

48.75K

Mar 31, 26

+4.04K

0.75%

RAYMOND JAMES FINANCIAL INC

47.82K

Mar 31, 26

+7.70K

0.74%

Savant Capital, LLC

45.90K

Mar 31, 26

-371

0.71%

Institute for Wealth Management, LLC.

43.36K

Mar 31, 26

-131

0.67%

UBS Group AG

38.54K

Mar 31, 26

+6.07K

0.59%

Adviser Investments LLC

37.49K

Mar 31, 26

-425

0.58%

Kestra Advisory Services, LLC

35.82K

Mar 31, 26

-224

0.55%

Cetera Investment Advisers

33.61K

Mar 31, 26

-1

0.52%

JPMORGAN CHASE & CO

31.25K

Mar 31, 26

+9.18K

0.48%

Virtue Capital Management, LLC

30.18K

Mar 31, 26

+5.01K

0.46%

TRUIST FINANCIAL CORP

28.95K

Mar 31, 26

+25.86K

0.45%

SILVERCREST ASSET MANAGEMENT GROUP LLC

27.10K

Mar 31, 26

-1.25K

0.42%

FRANKLIN RESOURCES INC

26.23K

Mar 31, 26

+1.40K

0.40%

TWO SIGMA INVESTMENTS, LP

24.60K

Mar 31, 26

+24.60K

0.38%

BERKSHIRE ASSET MANAGEMENT LLC/PA

24.17K

Mar 31, 26

+268

0.37%

BlackRock, Inc.

23.36K

Mar 31, 26

+312

0.36%

GOLDMAN SACHS GROUP INC

20.74K

Mar 31, 26

-3.05K

0.32%

ENVESTNET ASSET MANAGEMENT INC

18.84K

Mar 31, 26

+4.47K

0.29%

HighTower Advisors, LLC

18.26K

Mar 31, 26

-941

0.28%

CIBC WORLD MARKET INC.

17.35K

Mar 31, 26

+40

0.27%

BARTLETT & CO. WEALTH MANAGEMENT LLC

16.83K

Mar 31, 26

0.26%

Allegheny Financial Group LTD

15.93K

Mar 31, 26

-64

0.25%

Rodgers & Associates, LTD

15.49K

Mar 31, 26

-953

0.24%

Phoenix Wealth Advisors

14.54K

Mar 31, 26

-342

0.22%

LBJ Family Wealth Advisors, Ltd.

14.45K

Mar 31, 26

+11

0.22%

NYL Investors LLC

14.21K

Mar 31, 26

0.22%

Wealth Dimensions Group, Ltd.

14.09K

Mar 31, 26

-730

0.22%

D.A. DAVIDSON & CO.

13.97K

Mar 31, 26

0.21%

CAPTRUST FINANCIAL ADVISORS

13.95K

Mar 31, 26

-668

0.21%

Clearstead Advisors, LLC

13.11K

Mar 31, 26

+257

0.20%

Parkside Financial Bank & Trust

12.77K

Mar 31, 26

+41

0.20%

COMMONWEALTH EQUITY SERVICES, LLC

12.51K

Mar 31, 26

+543

0.19%

ROYAL BANK OF CANADA

11.68K

Mar 31, 26

+1.80K

0.18%

Gibraltar Capital Management, Inc.

11.25K

Mar 31, 26

+630

0.17%

FIFTH THIRD SECURITIES, INC.

11.19K

Mar 31, 26

-542

0.17%

OPPENHEIMER & CO INC

11.00K

Mar 31, 26

+1.30K

0.17%

Gotham Asset Management, LLC

10.55K

Mar 31, 26

-98

0.16%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.15K

Mar 31, 26

+10.15K

0.16%

Summit Financial, LLC

9.87K

Mar 31, 26

-1.11K

0.15%

Baird Financial Group, Inc.

8.93K

Mar 31, 26

-624

0.14%

STIFEL FINANCIAL CORP

8.91K

Mar 31, 26

+800

0.14%

Cambridge Investment Research Advisors, Inc.

8.71K

Mar 31, 26

+184

0.13%

FourThought Financial Partners, LLC

8.45K

Mar 31, 26

-165

0.13%

Roundview Capital LLC

8.38K

Mar 31, 26

-78

0.13%

NICOLET BANKSHARES INC

8.27K

Mar 31, 26

+8.27K

0.13%

Jordan Park Group LLC

8.02K

Mar 31, 26

0.12%

TOBIAS FINANCIAL ADVISORS, INC.

7.49K

Mar 31, 26

-167

0.12%

GREAT VALLEY ADVISOR GROUP, INC.

7.31K

Mar 31, 26

+654

0.11%

Financial Engines Advisors L.L.C.

7.17K

Mar 31, 26

-1.94K

0.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.54K

Mar 31, 26

+84

0.10%

Sigma Planning Corp

6.38K

Mar 31, 26

+113

0.10%

Wrenne Financial Planning LLC

5.99K

Mar 31, 26

-16

0.09%

Morangie Management LLC

5.93K

Mar 31, 26

0.09%

McLean Asset Management Corp

5.47K

Mar 31, 26

-37

0.08%

Brooklyn FI, LLC

5.28K

Mar 31, 26

-58

0.08%

Mariner, LLC

4.95K

Mar 31, 26

-13

0.08%

Lido Advisors, LLC

4.89K

Mar 31, 26

-290

0.08%

IVC Wealth Advisors LLC

4.33K

Mar 31, 26

-65

0.07%

Michels Family Financial, LLC

4.33K

Mar 31, 26

-14

0.07%

BANK OF MONTREAL /CAN/

4.24K

Mar 31, 26

0.07%

MONETA GROUP INVESTMENT ADVISORS LLC

4.10K

Mar 31, 26

+298

0.06%

Miracle Mile Advisors, LLC

4.08K

Mar 31, 26

-512

0.06%

NewEdge Advisors, LLC

4.07K

Mar 31, 26

+90

0.06%

1900 WEALTH MANAGEMENT LLC

3.97K

Mar 31, 26

+325

0.06%

JONES FINANCIAL COMPANIES LLLP

3.67K

Mar 31, 26

+1.10K

0.06%

Golden State Equity Partners

3.38K

Mar 31, 26

+3.38K

0.05%

Janney Montgomery Scott LLC

3.35K

Mar 31, 26

-63

0.05%

AdvisorNet Financial, Inc

3.22K

Mar 31, 26

-147

0.05%

Tennessee Valley Asset Management Partners

3.10K

Mar 31, 26

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.00K

Mar 31, 26

0.05%

Neuberger Berman Group LLC

2.86K

Mar 31, 26

+10

0.04%

Stordahl Capital Management, Inc.

2.81K

Mar 31, 26

-17

0.04%

Sound Financial Strategies Group, LLC

2.74K

Mar 31, 26

+2.74K

0.04%

FIRST NATIONAL BANK OF OMAHA

2.74K

Mar 31, 26

0.04%

CITADEL ADVISORS LLC

2.69K

Mar 31, 26

-3.06K

0.04%

MOSAIC FINANCIAL GROUP, LLC

2.66K

Mar 31, 26

0.04%

MML INVESTORS SERVICES, LLC

2.66K

Mar 31, 26

-802

0.04%

FAS Wealth Partners, Inc.

2.66K

Mar 31, 26

+10

0.04%

Investor's Fiduciary Advisor Network, LLC

2.65K

Mar 31, 26

+80

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.64K

Mar 31, 26

-1.94K

0.04%

HRT FINANCIAL LP

2.60K

Mar 31, 26

+2.60K

0.04%

RMB Capital Management, LLC

2.53K

Mar 31, 26

0.04%

Plancorp, LLC

2.51K

Mar 31, 26

0.04%

Note Advisors, LLC

2.49K

Mar 31, 26

0.04%

Eqis Capital Management, Inc.

2.41K

Mar 31, 26

+42

0.04%

Wealthcare Advisory Partners LLC

2.36K

Mar 31, 26

-1.08K

0.04%

Rialto Wealth Management, LLC

2.12K

Mar 31, 26

-26

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

2.09K

Mar 31, 26

+1.45K

0.03%

Vawter Financial, Ltd.

2.06K

Mar 31, 26

-600

0.03%

TRUE Private Wealth Advisors

2.06K

Mar 31, 26

+125

0.03%

Cornerstone Wealth Management, LLC

2.05K

Mar 31, 26

-354

0.03%

Waverly Advisors, LLC

2.05K

Mar 31, 26

+35

0.03%

Zhang Financial LLC

2.02K

Mar 31, 26

+2.02K

0.03%

CI Private Wealth, LLC

2.00K

Mar 31, 26

0.03%

Sterling Capital Management LLC

1.93K

Mar 31, 26

-134

0.03%

Buckingham Strategic Partners

1.90K

Mar 31, 26

-37

0.03%

Atomi Financial Group, Inc.

1.87K

Mar 31, 26

0.03%

NORTHWEST WEALTH MANAGEMENT, LLC

1.87K

Mar 31, 26

-37

0.03%

Beacon Pointe Advisors, LLC

1.86K

Mar 31, 26

-86

0.03%

Bridgewater Advisors Inc.

1.85K

Mar 31, 26

0.03%

AQR CAPITAL MANAGEMENT LLC

1.84K

Mar 31, 26

-304

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

1.76K

Mar 31, 26

+93

0.03%

First Western Trust Bank

1.74K

Mar 31, 26

0.03%

Bank of New York Mellon Corp

1.73K

Mar 31, 26

0.03%

Capital Square, LLC

1.69K

Mar 31, 26

+1.69K

0.03%

Indiana Trust & Investment Management CO

1.67K

Mar 31, 26

0.03%

Quantinno Capital Management LP

1.64K

Mar 31, 26

-568

0.03%

ORG Wealth Partners, LLC

1.63K

Mar 31, 26

+1.63K

0.03%

Portland Global Advisors LLC

1.50K

Mar 31, 26

0.02%

Colony Group, LLC

1.45K

Mar 31, 26

+165

0.02%

VANCE WEALTH, INC.

1.45K

Mar 31, 26

-973

0.02%

FIFTH THIRD BANCORP

1.45K

Mar 31, 26

+1.45K

0.02%

IEQ CAPITAL, LLC

1.43K

Mar 31, 26

-1.28K

0.02%

Mount Yale Investment Advisors, LLC

1.36K

Mar 31, 26

0.02%

Vestmark Advisory Solutions, Inc.

1.36K

Mar 31, 26

0.02%

LOM Asset Management Ltd

1.36K

Mar 31, 26

0.02%

Integrated Wealth Concepts LLC

1.32K

Mar 31, 26

+1.32K

0.02%

FIRST MANHATTAN CO. LLC.

1.27K

Mar 31, 26

+1.27K

0.02%

CULLINAN ASSOCIATES INC

1.26K

Mar 31, 26

+1.26K

0.02%

AA Financial Advisors, LLC

1.24K

Mar 31, 26

+1.24K

0.02%

FMR LLC

1.23K

Mar 31, 26

+200

0.02%

GUIDANCE CAPITAL, INC

1.20K

Mar 31, 26

+1.20K

0.02%

Aptus Capital Advisors, LLC

1.15K

Mar 31, 26

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.15K

Mar 31, 26

+1.15K

0.02%

Archer Investment Corp

1.07K

Mar 31, 26

0.02%

BROWN, LISLE/CUMMINGS, INC.

950

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

888

Mar 31, 26

0.01%

Disciplina Capital Management LLC

860

Mar 31, 26

0.01%

Allworth Financial LP

829

Mar 31, 26

0.01%

CWM, LLC

822

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

807

Mar 31, 26

+269

0.01%

Gleason Group, Inc.

769

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

609

Mar 31, 26

+125

0.01%

SRS Capital Advisors, Inc.

600

Mar 31, 26

+600

0.01%

NATIONAL BANK OF CANADA /FI/

465

Mar 31, 26

-75

0.01%

SYM FINANCIAL Corp

421

Mar 31, 26

+421

0.01%

Centennial Bank/AR/

259

Mar 31, 26

-13

0.00%

Tower Research Capital LLC (TRC)

256

Mar 31, 26

+256

0.00%

Plante Moran Financial Advisors, LLC

208

Mar 31, 26

+208

0.00%

PRIVATE TRUST CO NA

191

Mar 31, 26

0.00%

CoreCap Advisors, LLC

159

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

155

Mar 31, 26

+155

0.00%

Steward Partners Investment Advisory, LLC

140

Mar 31, 26

0.00%

Bear Mountain Capital, Inc.

126

Mar 31, 26

0.00%

AlphaCore Capital LLC

111

Mar 31, 26

0.00%

MAI Capital Management

100

Mar 31, 26

0.00%

CoreFirst Bank & Trust

Mar 31, 26

0.00%

EASTERN BANK

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

-4

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+55

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Fairscale Capital, LLC

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

Ancora Advisors, LLC

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

+13

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

-4

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-10

0.00%

Qube Research & Technologies Ltd

Mar 31, 26

+17

0.00%

Eukles Asset Management

Mar 31, 26

-100

0.00%

Vanguard National Trust Co

Mar 31, 26

+12

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Mar 31, 26

0.00%

Wealth Preservation Advisors, LLC

Mar 31, 26

-15

JANE STREET GROUP, LLC

Mar 31, 26

-1.83K

COOKE & BIELER LP

Mar 31, 26

-7.51K

MidWestOne Financial Group, Inc.

8.48K

Dec 31, 25

+261

0.13%

COMERICA BANK

1.46K

Dec 31, 25

-31

0.02%

Global Retirement Partners, LLC

381

Dec 31, 25

+12

0.01%

SageView Advisory Group, LLC

216

Dec 31, 25

+216

0.00%

EWG Elevate Inc.

25.62K

Sep 30, 25

+25.62K

0.39%

COUNTRY CLUB BANK /GFN

2.74K

Sep 30, 25

0.04%

FSA Wealth Management LLC

202

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

54.26K

Jun 30, 25

+107

0.83%

Atria Wealth Solutions, Inc.

2.30K

Jun 30, 25

+393

0.04%

Iron Horse Wealth Management, LLC

145

Jun 30, 25

+145

0.00%

CAROLINAS WEALTH CONSULTING LLC

20.01K

Mar 31, 25

-731

0.31%

BluePointe Capital Management, LLC

3.63K

Mar 31, 25

0.06%

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-11.25K

Kiely Wealth Advisory Group, Inc.

2.71K

Dec 31, 24

0.04%

RAYMOND JAMES & ASSOCIATES

15.78K

Sep 30, 24

+88

0.24%

Raymond James Financial Services Advisors, Inc.

4.23K

Sep 30, 24

+37

0.07%

Crestone Asset Management LLC

149.81K

Mar 31, 24

+23.86K

2.31%

Cetera Advisor Networks LLC

21.94K

Mar 31, 24

+2.59K

0.34%

Cetera Advisors LLC

2.18K

Mar 31, 24

+2.18K

0.03%

Bartlett & Co. LLC

22.20K

Dec 31, 23

0.34%

Baystate Wealth Management LLC

558

Dec 31, 23

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

24.49K

Sep 30, 23

+114

0.38%

Relaxing Retirement Coach

18.68K

Jun 30, 23

-287

0.29%

Ahrens Investment Partners LLC

Mar 31, 23

+24

0.00%

Sargent Bickham Lagudis LLC

15.68K

Dec 31, 22

+272

0.24%

Round Table Services, LLC

16.36K

Sep 30, 22

+16.36K

0.25%

FourThought Financial, LLC

4.28K

Sep 30, 22

+465

0.07%

CPWM, LLC

2.67K

Sep 30, 22

-5.15K

0.04%

American Portfolios Advisors

Sep 30, 22

0.00%

NEXT Financial Group, Inc

4.10K

Dec 31, 21

+3.20K

0.06%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Sonora Investment Management, LLC

100

Sep 30, 21

+100

0.00%

Advisor Group, Inc.

3.07K

Dec 31, 19

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

116

Dec 31, 19

0.00%

SUNTRUST BANKS INC

3.97K

Sep 30, 19

+152

0.06%

Guidant Wealth Advisors

428

Sep 30, 19

-99

0.01%

Edge Advisors, LLC

931

Jun 30, 18

0.01%

Commonwealth Equity Services, Inc

17.93K

Jun 30, 17

-188

0.28%

Virtu KCG Holdings LLC

Jun 30, 17

-6.07K

MSI Financial Services Inc

Dec 31, 16

0.00%

UBS AG

1.63K

Sep 30, 14

-997

0.03%