How many institutions own VCRB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VCRB shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Vanguard Core Bond ETF stock?

BANK OF NEW YORK MELLON CORP, in the last quarter, reduced its stake in VCRB by -1.52% restricting it's holding to 3.39 million shares of worth nearly $262.10M. NEPC LLC also lessened -1.39% of the VCRB shares from its portfolio, reducing its holding to 2.3 million shares of worth $177.57M. BRINKER CAPITAL INVESTMENTS, LLC also shunned VCRB shares holding by -13.63% last quarter which brought its holding to 770.28 thousand shares worth $59.49M.

Investors who are buying VCRB stock?

As per its latest 13F filing, SOUNDVIEW ADVISORS INC. increased its stake in VCRB by 0.99% in the last quarter. The institutional holder raised its holding to 384.23 thousand shares having worth more than $29.67M. QUANTUM FINANCIAL PLANNING SERVICES, INC. also added 5.08% more shares of VCRB to its portfolio, raising its holding to 387.78 thousand shares of worth $29.95M. BCR WEALTH STRATEGIES, LLC also increased its VCRB shares holding by 11.31% which brought its holding to 381.88 thousand shares worth $29.49M.

VCRB's major insiders: who are they?

The insider with the most stakes in VCRB is N/A , N/A at the company. Additionally, VCRB stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell VCRB stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Core Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which VCRB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VCRB stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Core Bond ETF insiders have bought stock, totalling 0 shares

How much of VCRB does insiders own?

Around 0 Vanguard Core Bond ETF shares are held by insiders, which represents about N/A of VCRB stock.

Who is the insider with the largest stake?

VCRB N/A, N/A holds the largest portfolio of the company's shares. VCRB shares owned by N/A total nearly -.

Which institution holds the most shares in VCRB?

SOUNDVIEW ADVISORS INC. is the largest institutional owner in VCRB which holds 384.23 thousand shares worth $29.67M or 0.74% of the total VCRB shares outstanding followed by QUANTUM FINANCIAL PLANNING SERVICES, INC. with ownership of 387.78 thousand shares representing 0.75% of the VCRB ownership. BCR WEALTH STRATEGIES, LLC is the third largest stakeholder with 381.88 thousand shares or 0.74% of the ownership worth more than $29.49M.

Is Vanguard Core Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VCRB is concerned, it is a stock which is optionable.

Is there a short position on VCRB's shares?

Number of VCRB shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VCRB shares are there?

As of today, null shares of VCRB are outstanding.

Is there many float in VCRB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VCRB has null shares in float.

VCRB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VCRB is null.

Vanguard Core Bond ETF (VCRB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. SOUNDVIEW ADVISORS INC. is the top corporate investor, holding 384.23K shares valued at $29.67M. A 0.74% stake in Vanguard Core Bond ETF is owned by the company. QUANTUM FINANCIAL PLANNING SERVICES, INC. owns 387.78K shares valued at $29.95M, which translates its holding of 0.75% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SOUNDVIEW ADVISORS INC.	0.74%	384.23K	29.67M	3.77K	+0.99%
Jun 30, 2026	QUANTUM FINANCIAL PLANNING SERVICES, INC.	0.75%	387.78K	29.95M	18.74K	+5.08%
Jun 30, 2026	BCR WEALTH STRATEGIES, LLC	0.74%	381.88K	29.49M	38.8K	+11.31%
Jun 30, 2026	MALLINI COMPLETE FINANCIAL PLANNING LLC	0.72%	370.32K	28.6M	370.32K	+100.00%
Jun 30, 2026	BURTON ENRIGHT WELCH	0.72%	370.54K	28.62M	77.84K	+26.59%
Jun 30, 2026	LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.	0.85%	438.6K	33.87M	57.79K	+15.17%
Jun 30, 2026	ALAETHES WEALTH LLC	0.87%	452.68K	34.96M	39.57K	+9.58%
Jun 30, 2026	RISE ADVISORS, LLC	0.89%	459.8K	35.51M	158.36K	+52.53%
Jun 30, 2026	EVOLVE PRIVATE WEALTH, LLC	0.97%	499.98K	38.62M	33.11K	+7.09%
Jun 30, 2026	TULL FINANCIAL GROUP, INC.	0.97%	503.15K	38.86M	21.1K	+4.38%
Jun 30, 2026	MILLS WEALTH ADVISORS LLC	0.99%	513.6K	39.67M	57.9K	+12.71%
Jun 30, 2026	SCHOOLCRAFT CAPITAL LLC	0.81%	417.28K	32.23M	11.89K	+2.93%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.34%	691.67K	53.42M	63.66K	+10.14%
Jun 30, 2026	ESSEX LLC	1.05%	545.39K	42.12M	81.35K	+17.53%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.07%	553.91K	42.78M	19.48K	+3.65%
Jun 30, 2026	TILSON FINANCIAL GROUP, INC.	1.13%	585.54K	45.22M	25.78K	+4.61%
Jun 30, 2026	MAGNOLIA WEALTH MANAGEMENT, LLC	1.38%	716.77K	55.36M	73.57K	+11.44%
Jun 30, 2026	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	1.22%	632.97K	48.89M	42.1K	+7.12%
Jun 30, 2026	MARTEL WEALTH ADVISORS INC	3.23%	1.67M	129.18M	91.83K	+5.81%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	6.55%	3.39M	262.1M	-52.45K	-1.52%
Jun 30, 2026	SIGNATUREFD, LLC	11.06%	5.73M	442.36M	281.14K	+5.16%
Jun 30, 2026	HBK SORCE ADVISORY LLC	21.9%	11.34M	863.79M	292.17K	+2.64%
Jun 30, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	7.44%	3.85M	297.69M	132.82K	+3.57%
Jun 30, 2026	VERUM PARTNERS LLC	2.06%	1.07M	82.41M	662.83K	+164.00%
Jun 30, 2026	NEPC LLC	4.44%	2.3M	177.57M	-32.5K	-1.39%
Jun 30, 2026	ASSETMARK, INC	3.04%	1.57M	121.62M	189.84K	+13.71%
Jun 30, 2026	DIVERSIFIED PORTFOLIOS, INC.	2.65%	1.37M	106.17M	179.94K	+15.06%
Jun 30, 2026	LPL FINANCIAL LLC	2.51%	1.3M	100.2M	233.35K	+21.93%
Jun 30, 2026	HEARTLAND BANK & TRUST CO	1.62%	838.37K	64.75M	14.72K	+1.79%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.49%	770.28K	59.49M	-121.56K	-13.63%
Jun 30, 2026	BOK FINANCIAL PRIVATE WEALTH, INC.	1.27%	655.9K	50.66M	45.23K	+7.41%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.15%	594.9K	45.95M	341.85K	+135.10%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	1.07%	552.09K	42.64M	38.88K	+7.57%
Jun 30, 2026	SJS INVESTMENT CONSULTING INC.	0.94%	484.45K	37.42M	47.24K	+10.81%
Jun 30, 2026	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.9%	464.66K	35.89M	9.4K	+2.06%
Jun 30, 2026	MOMENTOUS WEALTH MANAGEMENT, INC.	0.78%	402.95K	31.12M	22.88K	+6.02%
Jun 30, 2026	INVESTMENT PLANNING ADVISORS, INC.	0.78%	402.41K	31.08M	37.33K	+10.22%
Jun 30, 2026	ZHANG FINANCIAL LLC	1.4%	727.2K	56.16M	201.84K	+38.42%
Jun 30, 2026	ORRSTOWN FINANCIAL SERVICES INC	1.73%	894.66K	69.1M	10.94K	+1.24%
Jun 30, 2026	ALERUS FINANCIAL NA	1.86%	961.92K	74.29M	13.14K	+1.39%
Jun 30, 2026	BLB&B ADVISORS, LLC	2.05%	1.06M	82.11M	107.75K	+11.28%
Jun 30, 2026	TFO-TDC, LLC	0.73%	376.92K	29.11M	236.44K	+168.31%
Jun 30, 2026	CORNERSTONE WEALTH GROUP, LLC	0.66%	342.83K	26.48M	10.11K	+3.04%
Jun 30, 2026	CGN ADVISORS LLC	0.65%	334.26K	25.82M	13.57K	+4.23%
Jun 30, 2026	SVB WEALTH LLC	0.65%	333.95K	25.79M	10.74K	+3.32%
Jun 30, 2026	BCGM WEALTH MANAGEMENT, LLC	0.64%	329.43K	25.44M	329.43K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	431.36K	33.32M	53.59K	+14.19%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.67%	348.72K	26.93M	-2.13K	-0.61%
Jun 30, 2026	MARINER, LLC	0.82%	423.55K	32.71M	63.92K	+17.77%
Jun 30, 2026	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.81%	421.19K	32.38M	271.49K	+181.36%
Jun 30, 2026	AMI INVESTMENT MANAGEMENT INC	0.81%	420.56K	32.48M	-4.01K	-0.94%
Jun 30, 2026		0.72%	370.54K	28.62M	77.84K	+26.59%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.64%	2.92M	225.41M	492.99K	+20.32%
Jun 30, 2026	FORVIS WEALTH ADVISORS, LLC	4.53%	2.35M	181.15M	294.41K	+14.35%
Jun 30, 2026	SMITH & HOWARD WEALTH MANAGEMENT, LLC	2.2%	1.14M	87.93M	49.68K	+4.56%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	2.09%	1.08M	83.48M	98.22K	+10.00%
Mar 31, 2026	ASSETMARK, INC	2.67%	1.38M	107.16M	24.27K	+1.78%
Mar 31, 2026	ESSEX LLC	0.9%	464.04K	35.91M	40.33K	+9.52%
Mar 31, 2026	TULL FINANCIAL GROUP, INC.	0.93%	482.04K	37.3M	6.14K	+1.29%
Mar 31, 2026	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.56%	289.87K	22.43M	67.7K	+30.47%
Mar 31, 2026	RISE ADVISORS, LLC	0.58%	301.44K	23.25M	14.57K	+5.08%
Mar 31, 2026	CGN ADVISORS LLC	0.62%	320.69K	24.81M	41.41K	+14.83%
Mar 31, 2026	SVB WEALTH LLC	0.62%	323.21K	25.01M	47.94K	+17.41%
Mar 31, 2026	CORNERSTONE WEALTH GROUP, LLC	0.64%	332.72K	25.83M	30.15K	+9.96%
Mar 31, 2026		0.66%	339.18K	26.25M	3.18K	+0.94%
Mar 31, 2026	SOUNDVIEW ADVISORS INC.	0.73%	380.46K	29.44M	380.46K	+100.00%
Mar 31, 2026	LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.	0.74%	380.82K	29.47M	265.22K	+229.44%
Mar 31, 2026	VERUM PARTNERS LLC	0.78%	404.18K	31.28M	79.52K	+24.49%
Mar 31, 2026	SCHOOLCRAFT CAPITAL LLC	0.78%	405.4K	31.37M	18.39K	+4.75%
Mar 31, 2026	ALAETHES WEALTH LLC	0.8%	413.11K	31.97M	6.01K	+1.48%
Mar 31, 2026	AMI INVESTMENT MANAGEMENT INC	0.82%	424.56K	32.85M	10.38K	+2.51%
Mar 31, 2026	SJS INVESTMENT CONSULTING INC.	0.84%	437.21K	33.83M	52.03K	+13.51%
Mar 31, 2026	TILSON FINANCIAL GROUP, INC.	1.08%	559.75K	43.31M	42.19K	+8.15%
Mar 31, 2026	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	1.14%	590.87K	45.72M	526.08K	+811.87%
Mar 31, 2026	BOK FINANCIAL PRIVATE WEALTH, INC.	1.18%	610.67K	47.25M	610.67K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.21%	628.02K	48.6M	69.03K	+12.35%
Mar 31, 2026	MAGNOLIA WEALTH MANAGEMENT, LLC	1.24%	643.2K	49.77M	5.72K	+0.90%
Mar 31, 2026	HEARTLAND BANK & TRUST CO	1.59%	823.65K	63.73M	823.65K	+100.00%
Mar 31, 2026	ORRSTOWN FINANCIAL SERVICES INC	1.71%	883.72K	68.38M	67.26K	+8.24%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.72%	891.84K	69.01M	-58.26K	-6.13%
Mar 31, 2026	ALERUS FINANCIAL NA	1.83%	948.78K	73.42M	11.83K	+1.26%
Mar 31, 2026	BLB&B ADVISORS, LLC	1.85%	955.43K	73.93M	82.7K	+9.48%
Mar 31, 2026	SMITH & HOWARD WEALTH MANAGEMENT, LLC	2.1%	1.09M	84.25M	70.11K	+6.88%
Mar 31, 2026	DIVERSIFIED PORTFOLIOS, INC.	2.31%	1.19M	92.44M	65.21K	+5.77%
Mar 31, 2026	MARTEL WEALTH ADVISORS INC	3.05%	1.58M	122.32M	75.67K	+5.03%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	3.96%	2.05M	158.71M	337.58K	+19.70%
Mar 31, 2026	NEPC LLC	4.5%	2.33M	180.43M	2.33M	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.68%	2.43M	187.69M	411.03K	+20.40%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	6.66%	3.45M	266.66M	3.41M	+9,299.45%
Mar 31, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	7.19%	3.72M	287.98M	432.35K	+13.14%
Mar 31, 2026	SIGNATUREFD, LLC	10.52%	5.45M	421.45M	411.42K	+8.17%
Mar 31, 2026	HBK SORCE ADVISORY LLC	21.34%	11.05M	854.36M	1.77M	+19.12%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.68%	350.85K	27.15M	20.65K	+6.26%
Mar 31, 2026	MILLS WEALTH ADVISORS LLC	0.88%	455.71K	35.26M	28.2K	+6.60%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.99%	513.21K	39.71M	73.08K	+16.60%
Mar 31, 2026	LPL FINANCIAL LLC	2.06%	1.06M	82.34M	137.91K	+14.89%
Mar 31, 2026	MARINER, LLC	0.69%	359.64K	27.83M	-8	0.00%
Mar 31, 2026	INVESTMENT PLANNING ADVISORS, INC.	0.71%	365.08K	28.25M	74.41K	+25.60%
Mar 31, 2026	MOMENTOUS WEALTH MANAGEMENT, INC.	0.73%	380.08K	29.41M	11.82K	+3.21%
Mar 31, 2026	MEEDER ADVISORY SERVICES, INC.	0.88%	453.08K	35.06M	21.01K	+4.86%
Mar 31, 2026	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.88%	455.26K	35.23M	2.7K	+0.60%
Mar 31, 2026	ZHANG FINANCIAL LLC	1.01%	525.36K	40.65M	286.5K	+119.94%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.03%	534.43K	41.35M	2.01K	+0.38%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	377.77K	29.23M	163.44K	+76.26%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	1.9%	982.68K	76.04M	53.39K	+5.75%
Mar 31, 2026	QUANTUM FINANCIAL PLANNING SERVICES, INC.	0.71%	369.04K	28.56M	9.53K	+2.65%
Mar 31, 2026	BCR WEALTH STRATEGIES, LLC	0.66%	343.08K	26.55M	38.16K	+12.52%
Dec 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.4%	205.9K	16.04M	71.83K	+53.57%
Dec 31, 2025	SVB WEALTH LLC	0.53%	275.27K	21.44M	69.12K	+33.53%
Dec 31, 2025		0.51%	264.83K	20.63M	45.51K	+20.75%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.85%	440.13K	34.28M	28.97K	+7.05%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.03%	532.42K	41.47M	40.67K	+8.27%
Dec 31, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.87%	452.56K	35.25M	7.47K	+1.68%
Dec 31, 2025	SMITH & HOWARD WEALTH MANAGEMENT, LLC	1.97%	1.02M	79.35M	82.02K	+8.76%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.83%	950.1K	74.01M	-22.49K	-2.31%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	2.18%	1.13M	87.98M	91.38K	+8.80%
Dec 31, 2025	ASSETMARK, INC	2.63%	1.36M	105.98M	63.16K	+4.87%
Dec 31, 2025	MARTEL WEALTH ADVISORS INC	2.91%	1.51M	117.24M	61.08K	+4.23%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	3.31%	1.71M	133.48M	401.95K	+30.65%
Dec 31, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	6.35%	3.29M	256.22M	3.29M	+100.00%
Dec 31, 2025	SIGNATUREFD, LLC	9.72%	5.04M	392.2M	256.84K	+5.38%
Dec 31, 2025	HBK SORCE ADVISORY LLC	17.91%	9.27M	724.69M	631.97K	+7.31%
Dec 31, 2025	RISE ADVISORS, LLC	0.55%	286.87K	22.35M	64.74K	+29.14%
Dec 31, 2025	SMITHBRIDGE ASSET MANAGEMENT INC/DE	1.02%	530.59K	41.33M	296.1K	+126.27%
Dec 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.48%	248.45K	19.35M	19.83K	+8.67%
Dec 31, 2025	ALERUS FINANCIAL NA	1.81%	936.95K	72.98M	25.63K	+2.81%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.79%	929.29K	72.39M	54.75K	+6.26%
Dec 31, 2025	LPL FINANCIAL LLC	1.79%	926.17K	72.14M	95.33K	+11.47%
Dec 31, 2025	BLB&B ADVISORS, LLC	1.69%	872.73K	67.98M	196.48K	+29.06%
Dec 31, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.58%	816.46K	63.6M	8.19K	+1.01%
Dec 31, 2025	MAGNOLIA WEALTH MANAGEMENT, LLC	1.23%	637.48K	49.66M	31.01K	+5.11%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.08%	558.99K	43.54M	15.8K	+2.91%
Dec 31, 2025	TULL FINANCIAL GROUP, INC.	0.92%	475.9K	37.07M	14K	+3.03%
Dec 31, 2025	AMI INVESTMENT MANAGEMENT INC	0.8%	414.18K	32.26M	-9.56K	-2.26%
Dec 31, 2025	ALAETHES WEALTH LLC	0.79%	407.1K	31.71M	-291	-0.07%
Dec 31, 2025	MARINER, LLC	0.69%	359.64K	28.01M	-23.05K	-6.02%
Dec 31, 2025	QUANTUM FINANCIAL PLANNING SERVICES, INC.	0.69%	359.51K	28M	18.75K	+5.50%
Dec 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.58%	302.58K	23.57M	16.14K	+5.64%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.46%	237.82K	18.52M	234.51K	+7,097.85%
Dec 31, 2025	MCILRATH & ECK, LLC	0.43%	224.35K	17.48M	67.56K	+43.09%
Dec 31, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.43%	222.17K	17.31M	222.17K	+100.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.42%	218.46K	17.02M	18.79K	+9.41%
Dec 31, 2025	LANSING STREET ADVISORS	0.38%	195.49K	15.23M	10.09K	+5.44%
Dec 31, 2025	CGN ADVISORS LLC	0.54%	279.28K	21.75M	20K	+7.71%
Dec 31, 2025	MOMENTOUS WEALTH MANAGEMENT, INC.	0.71%	368.25K	28.69M	37.66K	+11.39%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.89%	2.01M	156.92M	900.59K	+80.85%
Dec 31, 2025	TILSON FINANCIAL GROUP, INC.	1%	517.56K	40.32M	56.29K	+12.20%
Dec 31, 2025	ZHANG FINANCIAL LLC	0.46%	238.86K	18.61M	201.12K	+532.77%
Dec 31, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.42%	215.1K	16.76M	32.65K	+17.90%
Dec 31, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.56%	290.67K	22.64M	16.16K	+5.89%
Dec 31, 2025	BCR WEALTH STRATEGIES, LLC	0.59%	304.91K	23.75M	17.28K	+6.01%
Dec 31, 2025	VERUM PARTNERS LLC	0.63%	324.66K	25.29M	47.9K	+17.31%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.64%	330.2K	25.72M	13.44K	+4.24%
Dec 31, 2025	SJS INVESTMENT CONSULTING INC.	0.74%	385.18K	30M	55.19K	+16.72%
Dec 31, 2025	SCHOOLCRAFT CAPITAL LLC	0.75%	387.01K	30.15M	11.79K	+3.14%
Dec 31, 2025	ESSEX LLC	0.82%	423.7K	33M	114.14K	+36.87%
Dec 31, 2025	MILLS WEALTH ADVISORS LLC	0.83%	427.51K	33.3M	29.23K	+7.34%
Dec 31, 2025	MEEDER ADVISORY SERVICES, INC.	0.83%	432.07K	33.66M	47.2K	+12.26%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	214.33K	16.7M	114.32K	+114.30%
Sep 30, 2025	HBK SORCE ADVISORY LLC	16.63%	8.64M	680.36M	429.07K	+5.22%
Sep 30, 2025	CFO4LIFE GROUP, LLC	0.31%	159.93K	12.54M	2.63K	+1.67%
Sep 30, 2025	FIRST CITIZENS INVESTOR SERVICES, INC.	0.71%	369.29K	28.96M	369.29K	+100.00%
Sep 30, 2025	RISE ADVISORS, LLC	0.43%	222.13K	17.42M	222.13K	+100.00%
Sep 30, 2025	LANSING STREET ADVISORS	0.36%	185.4K	14.54M	94.66K	+104.32%
Sep 30, 2025	SCHOOLCRAFT CAPITAL LLC	0.72%	375.22K	29.42M	1.99K	+0.53%
Sep 30, 2025	INVESTMENT PLANNING ADVISORS, INC.	0.53%	274.51K	21.52M	274.51K	+100.00%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.61%	316.75K	24.71M	28.69K	+9.96%
Sep 30, 2025	MOMENTOUS WEALTH MANAGEMENT, INC.	0.64%	330.6K	25.92M	2.72K	+0.83%
Sep 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.55%	286.43K	22.46M	7.77K	+2.79%
Sep 30, 2025	VERUM PARTNERS LLC	0.53%	276.75K	21.7M	31.74K	+12.95%
Sep 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.44%	228.62K	17.93M	17.43K	+8.25%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.38%	199.67K	15.66M	12.47K	+6.66%
Sep 30, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.35%	182.45K	14.31M	61.02K	+50.25%
Sep 30, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.31%	158.96K	12.46M	158.96K	+100.00%
Sep 30, 2025	QUANTUM FINANCIAL PLANNING SERVICES, INC.	0.66%	340.75K	26.72M	-2.04K	-0.60%
Sep 30, 2025	SMITHBRIDGE ASSET MANAGEMENT INC/DE	0.45%	234.49K	18.39M	234.49K	+100.00%
Sep 30, 2025	SVB WEALTH LLC	0.4%	206.15K	16.16M	206.15K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	179.76K	14.1M	2.55K	+1.44%
Sep 30, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	0.32%	167.15K	13.11M	10.53K	+6.72%
Sep 30, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.32%	166.36K	13.01M	166.36K	+100.00%
Sep 30, 2025	ADDISON ADVISORS LLC	0.3%	153.38K	12.03M	152.49K	+17,133.60%
Sep 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.26%	134.07K	10.51M	104.62K	+355.26%
Sep 30, 2025	AJ ADVISORS, LLC	0.25%	128.91K	10.11M	2.22K	+1.75%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.25%	128.71K	10.09M	8.41K	+6.99%
Sep 30, 2025	SJS INVESTMENT CONSULTING INC.	0.64%	329.99K	25.87M	79.68K	+31.83%
Sep 30, 2025	ESSEX LLC	0.6%	309.56K	24.27M	309.56K	+100.00%
Sep 30, 2025	BCR WEALTH STRATEGIES, LLC	0.55%	287.63K	22.55M	33.12K	+13.01%
Sep 30, 2025	CGN ADVISORS LLC	0.5%	259.28K	20.33M	81.43K	+45.79%
Sep 30, 2025	INVENIO WEALTH PARTNERS LLC	0.3%	157.92K	12.38M	12.14K	+8.33%
Sep 30, 2025	MCILRATH & ECK, LLC	0.3%	156.79K	12.29M	41.05K	+35.47%
Sep 30, 2025	SIGNATUREFD, LLC	9.19%	4.78M	374.66M	222.27K	+4.88%
Sep 30, 2025	MARTEL WEALTH ADVISORS INC	2.78%	1.44M	113.23M	59.43K	+4.29%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	2.52%	1.31M	102.84M	483.14K	+58.32%
Sep 30, 2025	ASSETMARK, INC	2.5%	1.3M	101.73M	181.68K	+16.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.14%	1.11M	87.34M	409.68K	+58.17%
Sep 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	2%	1.04M	81.4M	146.45K	+16.42%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.87%	972.6K	76.26M	12.51K	+1.30%
Sep 30, 2025	SMITH & HOWARD WEALTH MANAGEMENT, LLC	1.8%	936.69K	73.45M	63.99K	+7.33%
Sep 30, 2025	ALERUS FINANCIAL NA	1.75%	911.32K	71.46M	911.32K	+100.00%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.68%	874.54K	68.57M	48.64K	+5.89%
Sep 30, 2025	LPL FINANCIAL LLC	1.6%	830.84K	65.15M	348.26K	+72.17%
Sep 30, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.56%	808.27K	63.38M	801.94K	+12,662.83%
Sep 30, 2025	BLB&B ADVISORS, LLC	1.3%	676.25K	53.02M	676.25K	+100.00%
Sep 30, 2025	MAGNOLIA WEALTH MANAGEMENT, LLC	1.17%	606.47K	47.55M	4.87K	+0.81%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	543.19K	42.59M	49.73K	+10.08%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.95%	491.75K	38.56M	443.19K	+912.62%
Sep 30, 2025	TULL FINANCIAL GROUP, INC.	0.89%	461.9K	36.22M	1.99K	+0.43%
Sep 30, 2025	TILSON FINANCIAL GROUP, INC.	0.89%	461.28K	36.17M	29.78K	+6.90%
Sep 30, 2025	FIRST CITIZENS ASSET MANAGEMENT, INC.	0.86%	445.09K	34.9M	445.09K	+100.00%
Sep 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.82%	423.74K	33.23M	250.33K	+144.36%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.79%	411.16K	32.24M	20.5K	+5.25%
Sep 30, 2025	ALAETHES WEALTH LLC	0.78%	407.4K	31.94M	407.4K	+100.00%
Sep 30, 2025	MILLS WEALTH ADVISORS LLC	0.77%	398.28K	31.23M	10.43K	+2.69%
Sep 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.74%	384.88K	30.18M	53.22K	+16.05%
Sep 30, 2025	MARINER, LLC	0.74%	382.7K	30.01M	30.23K	+8.58%
Jun 30, 2025	MCILRATH & ECK, LLC	0.26%	115.74K	8.98M	-7.16K	-5.83%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.24%	107.5K	8.28M	97.46K	+970.33%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	118.84K	9.22M	7.97K	+7.18%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.27%	120.29K	9.33M	104.8K	+676.68%
Jun 30, 2025	LPL FINANCIAL LLC	1.09%	482.58K	37.44M	177.76K	+58.32%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.23%	102.02K	7.91M	-2.94K	-2.80%
Jun 30, 2025	GUTIERREZ WEALTH ADVISORY, LLC	0.25%	112.72K	8.74M	259	+0.23%
Jun 30, 2025	NORTHLANDING FINANCIAL PARTNERS, LLC	0.27%	117.51K	9.12M	24.39K	+26.19%
Jun 30, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.27%	121.43K	9.42M	42.33K	+53.51%
Jun 30, 2025	MOMENTOUS WEALTH MANAGEMENT, INC.	0.74%	327.88K	25.44M	26.02K	+8.62%
Jun 30, 2025	QUANTUM FINANCIAL PLANNING SERVICES, INC.	0.77%	342.8K	26.59M	268.91K	+363.98%
Jun 30, 2025	TULL FINANCIAL GROUP, INC.	1.04%	459.91K	35.68M	249.03K	+118.09%
Jun 30, 2025	MARTEL WEALTH ADVISORS INC	3.13%	1.38M	107.42M	31.92K	+2.36%
Jun 30, 2025		0.25%	112.72K	8.74M	259	+0.23%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.12%	493.46K	38.28M	25.61K	+5.47%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	1.87%	825.9K	64.07M	28.75K	+3.61%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.59%	704.24K	54.64M	495.83K	+237.91%
Jun 30, 2025	SIGNATUREFD, LLC	10.29%	4.56M	353.45M	1.03M	+29.24%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	79.86K	6.2M	6.4K	+8.71%
Jun 30, 2025	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.18%	80.89K	6.28M	5.61K	+7.45%
Jun 30, 2025	SOUTHSTATE CORP	0.19%	82.27K	6.38M	-54.6K	-39.89%
Jun 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.19%	82.93K	6.43M	68.52K	+475.42%
Jun 30, 2025	LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.	0.19%	83.64K	6.49M	6.38K	+8.26%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	1.87%	828.45K	64.27M	343.6K	+70.87%
Jun 30, 2025	MILLS WEALTH ADVISORS LLC	0.88%	387.85K	30.09M	71.44K	+22.58%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.88%	390.66K	30.31M	28.92K	+7.99%
Jun 30, 2025	TILSON FINANCIAL GROUP, INC.	0.98%	431.49K	33.48M	-1.94K	-0.45%
Jun 30, 2025	SMITH & HOWARD WEALTH MANAGEMENT, LLC	1.97%	872.7K	67.7M	872.7K	+100.00%
Jun 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.17%	73.23K	5.68M	20.08K	+37.77%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	2.01%	891.66K	69.17M	118.23K	+15.29%
Jun 30, 2025	ASSETMARK, INC	2.52%	1.12M	86.56M	983.47K	+743.37%
Jun 30, 2025	HBK SORCE ADVISORY LLC	18.56%	8.21M	637.22M	255.68K	+3.21%
Jun 30, 2025	INVENIO WEALTH PARTNERS LLC	0.33%	145.78K	11.31M	145.78K	+100.00%
Jun 30, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	0.35%	156.62K	12.15M	5.39K	+3.56%
Jun 30, 2025	CFO4LIFE GROUP, LLC	0.36%	157.31K	12.2M	13.71K	+9.55%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.42%	187.2K	14.52M	12.45K	+7.12%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.19%	84.17K	6.53M	24.32K	+40.63%
Jun 30, 2025	HOFER & ASSOCIATES. INC	0.19%	85.13K	6.6M	85.13K	+100.00%
Jun 30, 2025	PINION INVESTMENT ADVISORS, LLC	0.2%	88.86K	6.89M	-89.25K	-50.11%
Jun 30, 2025	LANSING STREET ADVISORS	0.2%	90.74K	7.04M	8.46K	+10.29%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	2.17%	960.09K	74.48M	66.01K	+7.38%
Jun 30, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.22%	99.3K	7.7M	23.69K	+31.33%
Jun 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.28%	122.78K	9.53M	3.34K	+2.79%
Jun 30, 2025	AJ ADVISORS, LLC	0.29%	126.69K	9.83M	9.44K	+8.05%
Jun 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.39%	173.41K	13.45M	173.41K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.4%	177.21K	13.75M	7.43K	+4.38%
Jun 30, 2025	CGN ADVISORS LLC	0.4%	177.84K	13.8M	-36.08K	-16.87%
Jun 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.48%	211.2K	16.39M	-223.69K	-51.44%
Jun 30, 2025	VERUM PARTNERS LLC	0.55%	245.02K	19.01M	-10.56K	-4.13%
Jun 30, 2025	SJS INVESTMENT CONSULTING INC.	0.57%	250.31K	19.42M	85.69K	+52.05%
Jun 30, 2025	BCR WEALTH STRATEGIES, LLC	0.58%	254.51K	19.74M	99.72K	+64.42%
Jun 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.63%	278.67K	21.62M	1.4K	+0.50%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.65%	288.07K	22.34M	288.07K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.72%	317.48K	24.63M	317.48K	+100.00%
Jun 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.75%	331.66K	25.73M	331.66K	+100.00%
Jun 30, 2025	MARINER, LLC	0.8%	352.47K	27.34M	260.72K	+284.19%
Jun 30, 2025	SCHOOLCRAFT CAPITAL LLC	0.84%	373.23K	28.96M	-30.37K	-7.52%
Mar 31, 2025	PINION INVESTMENT ADVISORS, LLC	0.5%	178.11K	13.79M	80.04K	+81.62%
Mar 31, 2025		0.2%	72.36K	5.6M	1.57K	+2.22%
Mar 31, 2025	CGN ADVISORS LLC	0.6%	213.92K	16.56M	27.48K	+14.74%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	2.51%	894.07K	69.23M	894.07K	+100.00%
Mar 31, 2025	SIGNATUREFD, LLC	9.9%	3.53M	272.95M	3.53M	+100.00%
Mar 31, 2025	HBK SORCE ADVISORY LLC	22.34%	7.96M	616.19M	770.42K	+10.72%
Mar 31, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.2%	70.42K	5.45M	70.42K	+100.00%
Mar 31, 2025	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.21%	75.27K	5.83M	23.45K	+45.25%
Mar 31, 2025	LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.	0.22%	77.26K	5.89M	68.11K	+744.08%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.29%	104.96K	8.13M	7K	+7.15%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	110.87K	8.58M	4.08K	+3.82%
Mar 31, 2025	AJ ADVISORS, LLC	0.33%	117.24K	9.08M	117.24K	+100.00%
Mar 31, 2025	ASSETMARK, INC	0.37%	132.3K	10.24M	132.3K	+100.00%
Mar 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.34%	119.45K	9.25M	20.35K	+20.54%
Mar 31, 2025	SOUTHSTATE CORP	0.38%	136.87K	10.6M	136.87K	+100.00%
Mar 31, 2025	CFO4LIFE GROUP, LLC	0.4%	143.6K	11.12M	143.6K	+100.00%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	1.02%	361.74K	28.01M	53.47K	+17.35%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	2.51%	894.07K	69.23M	894.07K	+100.00%
Mar 31, 2025	OMNI 360 WEALTH, INC.	0.17%	61.45K	4.76M	17.91K	+41.13%
Mar 31, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.21%	75.61K	5.85M	53.1K	+235.94%
Mar 31, 2025	NORTHLANDING FINANCIAL PARTNERS, LLC	0.26%	93.12K	7.21M	9.54K	+11.42%
Mar 31, 2025	MCILRATH & ECK, LLC	0.35%	122.9K	9.52M	9.26K	+8.14%
Mar 31, 2025	SCHOOLCRAFT CAPITAL LLC	1.13%	403.6K	31.25M	403.6K	+100.00%
Mar 31, 2025	TILSON FINANCIAL GROUP, INC.	1.22%	433.43K	33.56M	38.75K	+9.82%
Mar 31, 2025	SAN LUIS WEALTH ADVISORS LLC	1.22%	434.88K	33.67M	-84.15K	-16.21%
Mar 31, 2025	VERUM PARTNERS LLC	0.72%	255.58K	19.79M	69.76K	+37.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	467.85K	36.23M	427.93K	+1,071.88%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	73.46K	5.69M	28K	+61.59%
Mar 31, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	0.42%	151.23K	11.71M	2.79K	+1.88%
Mar 31, 2025	BCR WEALTH STRATEGIES, LLC	0.43%	154.79K	11.99M	154.79K	+100.00%
Mar 31, 2025	SJS INVESTMENT CONSULTING INC.	0.46%	164.62K	12.75M	19.09K	+13.12%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.49%	174.75K	13.53M	3.65K	+2.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.59%	208.41K	16.14M	208.41K	+100.00%
Mar 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.78%	277.27K	21.47M	277.27K	+100.00%
Mar 31, 2025	MORNINGSTAR INVESTMENT SERVICES LLC	0.83%	297.31K	23.02M	297.31K	+100.00%
Mar 31, 2025	LANSING STREET ADVISORS	0.23%	82.27K	6.37M	11.23K	+15.80%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.48%	169.78K	13.15M	63.35K	+59.52%
Mar 31, 2025	LPL FINANCIAL LLC	0.86%	304.82K	23.6M	285.35K	+1,465.57%
Mar 31, 2025	MILLS WEALTH ADVISORS LLC	0.89%	316.41K	24.5M	26.25K	+9.05%
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	1.36%	484.85K	37.54M	309.05K	+175.80%
Mar 31, 2025	MAGNOLIA WEALTH MANAGEMENT, LLC	1.63%	582K	45.06M	-18.14K	-3.02%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.18%	63.61K	4.93M	63.61K	+100.00%
Mar 31, 2025	GREENWICH WEALTH MANAGEMENT LLC	0.24%	84.7K	6.56M	4.46K	+5.56%
Mar 31, 2025	MARINER, LLC	0.26%	91.74K	7.1M	91.74K	+100.00%
Mar 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	2.17%	773.43K	59.89M	213.34K	+38.09%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	2.24%	797.16K	61.72M	36.81K	+4.84%

Frequently Asked Questions