How many institutions own VOOG 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 VOOG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Vanguard S&P 500 Growth Index Fund stock?

CORNERSTONE ADVISORY, LLC, in the last quarter, reduced its stake in VOOG by -1.44% restricting it's holding to 61.68 thousand shares of worth nearly $26.86M. CONNECTICUT WEALTH MANAGEMENT, LLC also lessened -4.35% of the VOOG shares from its portfolio, reducing its holding to 62.73 thousand shares of worth $27.32M. COMMONWEALTH EQUITY SERVICES, LLC also shunned VOOG shares holding by -2.14% last quarter which brought its holding to 70.67 thousand shares worth $30.78M.

Investors who are buying VOOG stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in VOOG by 22.44% in the last quarter. The institutional holder raised its holding to 64.43 thousand shares having worth more than $28.05M. KESTRA ADVISORY SERVICES, LLC also added 0.97% more shares of VOOG to its portfolio, raising its holding to 69.36 thousand shares of worth $30.20M. PRIVATE ADVISOR GROUP, LLC also increased its VOOG shares holding by 2.72% which brought its holding to 73.05 thousand shares worth $31.81M.

VOOG's major insiders: who are they?

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

Did an insider recently sell VOOG stock?

Company executives, directors, and other insiders own N/A percent of Vanguard S&P 500 Growth Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which VOOG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VOOG stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard S&P 500 Growth Index Fund insiders have bought stock, totalling 0 shares

How much of VOOG does insiders own?

Around 0 Vanguard S&P 500 Growth Index Fund shares are held by insiders, which represents about N/A of VOOG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VOOG?

CORNERSTONE ADVISORY, LLC is the largest institutional owner in VOOG which holds 61.68 thousand shares worth $26.86M or 0.13% of the total VOOG shares outstanding followed by CONNECTICUT WEALTH MANAGEMENT, LLC with ownership of 62.73 thousand shares representing 0.13% of the VOOG ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 64.43 thousand shares or 0.13% of the ownership worth more than $28.05M.

Is Vanguard S&P 500 Growth Index Fund 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 VOOG is concerned, it is a stock which is optionable.

Is there a short position on VOOG's shares?

Number of VOOG 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 VOOG shares are there?

As of today, null shares of VOOG are outstanding.

Is there many float in VOOG 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, VOOG has null shares in float.

VOOG 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 VOOG is null.

Vanguard S&P 500 Growth Index Fund (VOOG) 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. CORNERSTONE ADVISORY, LLC is the top corporate investor, holding 61.68K shares valued at $26.86M. A 0.13% stake in Vanguard S&P 500 Growth Index Fund is owned by the company. CONNECTICUT WEALTH MANAGEMENT, LLC owns 62.73K shares valued at $27.32M, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.13%	61.68K	26.86M	-904	-1.44%
Sep 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.13%	62.73K	27.32M	-2.85K	-4.35%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	64.43K	28.05M	11.81K	+22.44%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	69.36K	30.2M	664	+0.97%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	70.67K	30.78M	-1.55K	-2.14%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	73.05K	31.81M	1.93K	+2.72%
Sep 30, 2025	ROYAL BANK OF CANADA	0.16%	77.22K	33.63M	3.55K	+4.82%
Sep 30, 2025		0.16%	77.95K	33.94M	-42	-0.05%
Sep 30, 2025	APELLA CAPITAL, LLC	0.18%	84.25K	36.4M	63.94K	+314.92%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	89.69K	39.06M	-3.42K	-3.67%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.19%	91.19K	39.71M	1.1K	+1.23%
Sep 30, 2025	PETREDIS INVESTMENT ADVISORS LLC	0.19%	92.84K	40.43M	201	+0.22%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	101.98K	44.41M	7.93K	+8.44%
Sep 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.21%	102.84K	44.78M	-3.81K	-3.58%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.22%	104.19K	45.37M	11.95K	+12.95%
Sep 30, 2025	CERITY PARTNERS LLC	0.22%	107.21K	46.69M	2.34K	+2.23%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.29%	137.79K	60M	5.17K	+3.90%
Sep 30, 2025	COLONY GROUP, LLC	0.29%	138.44K	60.3M	1.58K	+1.16%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	150.72K	65.63M	25.94K	+20.79%
Sep 30, 2025	MARINER, LLC	0.36%	171.43K	74.65M	11.15K	+6.96%
Sep 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.39%	186.4K	81.17M	9.06K	+5.11%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	193.21K	82.58M	4.44K	+2.35%
Sep 30, 2025	STENGER FAMILY OFFICE, LLC	0.41%	195.02K	13.75M	2.24K	+1.16%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	196.04K	85.37M	-151	-0.08%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.48%	231.74K	100.91M	25.65K	+12.45%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.5%	239.99K	104.5M	-4.6K	-1.88%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.63%	304.49K	132.59M	-1.38K	-0.45%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	346.61K	150.94M	24.53K	+7.62%
Sep 30, 2025	LPL FINANCIAL LLC	1.18%	566.59K	246.73M	48.92K	+9.45%
Sep 30, 2025	UBS GROUP AG	1.31%	629.62K	274.17M	41.3K	+7.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.37%	658.12K	286.59M	65.13K	+10.98%
Sep 30, 2025	MORGAN STANLEY	1.74%	832.99K	362.74M	66.78K	+8.72%
Sep 30, 2025	JPMORGAN CHASE & CO	4.61%	2.21M	963.55M	-57.01K	-2.51%
Sep 30, 2025	AA FINANCIAL ADVISORS, LLC	0.04%	21.26K	9.26M	-48	-0.23%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.05%	21.72K	9.52M	123	+0.57%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.05%	22.01K	9.58M	254	+1.17%
Sep 30, 2025	FMR LLC	0.05%	22.01K	9.58M	2.06K	+10.32%
Sep 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.05%	22.11K	9.63M	50	+0.23%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.05%	25.52K	11.11M	-1.4K	-5.21%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.05%	26.1K	11.37M	156	+0.60%
Sep 30, 2025	CAPROCK GROUP, LLC	0.06%	26.98K	11.18M	26.98K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	28.31K	12.33M	1.9K	+7.19%
Sep 30, 2025	BETTERMENT LLC	0.06%	29.31K	12.76M	-1.17K	-3.85%
Sep 30, 2025	RELYEA ZUCKERBERG HANSON LLC	0.06%	29.19K	12.71M	-3.42K	-10.48%
Sep 30, 2025	CONNING INC.	0.06%	30.02K	13.07M	14.66K	+95.42%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.07%	31.17K	13.57M	-2.17K	-6.51%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	31.23K	13.63M	2.58K	+9.00%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.07%	31.61K	13.76M	-2.09K	-6.20%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	31.97K	13.92B	-73	-0.23%
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.07%	33.94K	14.78M	1.15K	+3.50%
Sep 30, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.07%	35.38K	15.41M	1.48K	+4.37%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.08%	37.94K	16.52M	1.82K	+5.02%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	37.97K	16.4M	4.4K	+13.09%
Sep 30, 2025	KEYSTONE FINANCIAL SERVICES, LLC	0.08%	39.88K	17.37M	-52	-0.13%
Sep 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.08%	40.6K	17.68M	-4.99K	-10.95%
Sep 30, 2025	RFG HOLDINGS, INC.	0.08%	40.74K	17.74M	2.07K	+5.36%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.09%	41.53K	18.08M	-422	-1.01%
Sep 30, 2025	ARCHPOINT INVESTORS	0.09%	45.42K	19.78M	0	0
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	46.29K	20.16M	1.76K	+3.95%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.1%	46.71K	20.34M	11.29K	+31.87%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	48.11K	20.95M	7.23K	+17.68%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	52.88K	23.03M	-1.22K	-2.25%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	53.37K	23.24M	-293	-0.55%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.11%	55K	23.95M	-643	-1.16%
Sep 30, 2025	WHEELHOUSE ADVISORY GROUP LLC	0.12%	57.93K	25.23M	2.9K	+5.26%
Sep 30, 2025	PRINCIPLE WEALTH PARTNERS LLC	0.12%	58K	25.26M	2.52K	+4.54%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	72.22K	28.64M	-2.02K	-2.72%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.53%	90.09K	35.72M	-384	-0.42%
Jun 30, 2025	PRINCIPLE WEALTH PARTNERS LLC	0.33%	55.48K	22M	1.67K	+3.10%
Jun 30, 2025	ARCHPOINT INVESTORS	0.27%	45.42K	18.01M	0	0
Jun 30, 2025	KEYSTONE FINANCIAL SERVICES, LLC	0.24%	39.93K	15.83M	762	+1.95%
Jun 30, 2025	STENGER FAMILY OFFICE, LLC	1.14%	192.78K	12.63M	192.78K	+100.00%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	13.32%	2.24M	638.03K	2.24M	+100.00%
Jun 30, 2025	PETREDIS INVESTMENT ADVISORS LLC	0.55%	92.64K	36.74M	3.71K	+4.17%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	60.54K	24.01M	-9.58K	-13.67%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	54.1K	21.45M	-305	-0.56%
Jun 30, 2025	COLONY GROUP, LLC	0.81%	136.86K	54.27M	10.6K	+8.39%
Jun 30, 2025	MARINER, LLC	0.95%	160.28K	63.56M	1.89K	+1.20%
Jun 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	1.05%	177.34K	70.32M	90	+0.05%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	1.22%	206.09K	81.72M	23.05K	+12.59%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.55%	92.25K	36.58M	6.84K	+8.01%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	93.1K	36.92M	-2.31K	-2.42%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	94.04K	37.29M	6.17K	+7.02%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.12%	188.77K	75.02M	24.78K	+15.11%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.16%	196.19K	77.8M	25.27K	+14.79%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.19%	200.2K	79.39M	153.9K	+332.40%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.82%	305.87K	121.98M	-44.93K	-12.81%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.91%	322.08K	127.72M	30.55K	+10.48%
Jun 30, 2025	LPL FINANCIAL LLC	3.07%	517.67K	205.28M	22.64K	+4.57%
Jun 30, 2025	UBS GROUP AG	3.49%	588.31K	233.29M	38.68K	+7.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.52%	592.99K	235.14M	21.63K	+3.79%
Jun 30, 2025	JPMORGAN CHASE & CO	13.47%	2.27M	900.03M	-77.76K	-3.31%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.21%	36.12K	14.32M	9.61K	+36.24%
Jun 30, 2025	RFG HOLDINGS, INC.	0.23%	38.67K	15.33M	830	+2.19%
Jun 30, 2025		0.46%	77.99K	30.93M	-272	-0.35%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	40.89K	16.21M	2.76K	+7.23%
Jun 30, 2025	IRON HORSE WEALTH MANAGEMENT, LLC	0.51%	85.81K	34.03M	1.38K	+1.63%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.21%	35.42K	14.05M	-128	-0.36%
Jun 30, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.2%	33.9K	13.44M	7.86K	+30.20%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	33.57K	13.27M	7.86K	+30.55%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.19%	32.04K	12.7M	2.96K	+10.19%
Jun 30, 2025	BETTERMENT LLC	0.18%	30.48K	12.09M	-2.46K	-7.48%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.13%	22.06K	8.75M	-53	-0.24%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.13%	21.75K	8.63M	-28	-0.13%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.13%	21.6K	8.87M	-2.03K	-8.57%
Jun 30, 2025	AA FINANCIAL ADVISORS, LLC	0.13%	21.3K	8.45M	21.3K	+100.00%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.13%	21.13K	8.38M	-356	-1.66%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.25%	41.95K	16.63M	-1.16K	-2.70%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.15%	25.18K	9.98M	20.04K	+390.07%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.15%	25.94K	10.29M	12.17K	+88.33%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.16%	26.41K	10.47M	2.91K	+12.37%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	28.65K	11.45M	-908	-3.07%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	11.65%	1.96M	2.85M	1.96M	+100.00%
Jun 30, 2025	PFG ADVISORS	10.39%	1.75M	154.05M	1.75M	+55,403.39%
Jun 30, 2025	MORGAN STANLEY	4.55%	766.21K	303.83M	14.92K	+1.99%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.79%	132.62K	52.59M	9.74K	+7.93%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	124.78K	49.48M	14.97K	+13.63%
Jun 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.63%	106.65K	42.29M	2.74K	+2.63%
Jun 30, 2025	RELYEA ZUCKERBERG HANSON LLC	0.19%	32.61K	12.93M	-940	-2.80%
Jun 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.19%	32.79K	13M	1.1K	+3.48%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.2%	33.34K	13.22M	2.58K	+8.38%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.26%	44.53K	17.66M	16.92K	+61.29%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.45%	244.59K	96.99M	5.75K	+2.41%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	52.62K	20.87M	-891	-1.67%
Jun 30, 2025	CERITY PARTNERS LLC	0.62%	104.88K	41.59M	99.01K	+1,688.47%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.33%	55.64K	22.06M	10.71K	+23.85%
Jun 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.27%	45.59K	18.08M	-2.93K	-6.03%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.32%	53.66K	21.28M	9	+0.02%
Jun 30, 2025	WHEELHOUSE ADVISORY GROUP LLC	0.33%	55.04K	21.82M	3.85K	+7.53%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.37%	62.58K	24.82M	860	+1.39%
Jun 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.39%	65.58K	26.01M	-178	-0.27%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	68.7K	27.24M	7.26K	+11.82%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	73.67K	29.21M	-1.09K	-1.46%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.42%	71.11K	28.2M	3.79K	+5.63%
Mar 31, 2025	PRINCIPLE WEALTH PARTNERS LLC	0.32%	53.82K	18M	1.73K	+3.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	109.81K	36.73M	6.19K	+5.97%
Mar 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.62%	103.91K	34.76M	1.95K	+1.91%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.51%	85.41K	28.57M	5.85K	+7.35%
Mar 31, 2025	IRON HORSE WEALTH MANAGEMENT, LLC	0.5%	84.43K	28.24M	-3.87K	-4.39%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	74.76K	25.01M	-5.58K	-6.94%
Mar 31, 2025	WHEELHOUSE ADVISORY GROUP LLC	0.3%	51.18K	17.12M	3.67K	+7.73%
Mar 31, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.29%	48.52K	16.23M	375	+0.78%
Mar 31, 2025	RELYEA ZUCKERBERG HANSON LLC	0.2%	33.55K	11.22M	89	+0.27%
Mar 31, 2025	BETTERMENT LLC	0.2%	32.95K	11.02M	11.35K	+52.57%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	74.25K	24.83M	-1.2K	-1.59%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.39%	571.36K	191.11M	-171.57K	-23.09%
Mar 31, 2025	LPL FINANCIAL LLC	2.94%	495.03K	165.58M	-17.18K	-3.35%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.08%	350.81K	117.6M	4.84K	+1.40%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	53.51K	17.9M	-21.99K	-29.12%
Mar 31, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.19%	31.69K	10.6M	1.76K	+5.88%
Mar 31, 2025	JPMORGAN CHASE & CO	13.93%	2.35M	785.18M	-84.76K	-3.49%
Mar 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.39%	65.76K	22M	65.76K	+100.00%
Mar 31, 2025	MORGAN STANLEY	4.46%	751.29K	251.29M	46.43K	+6.59%
Mar 31, 2025	UBS GROUP AG	3.26%	549.64K	183.84M	91	+0.02%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.73%	291.53K	97.51M	34.6K	+13.47%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.42%	238.84K	79.89M	-24.37K	-9.26%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	1.09%	183.04K	61.22M	26.77K	+17.13%
Mar 31, 2025	ERN FINANCIAL, LLC	0.6%	101.34K	33.9M	-17.33K	-14.60%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	87.87K	29.39M	-9.2K	-9.48%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	70.12K	23.45M	3.59K	+5.40%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.4%	67.32K	22.52M	3.91K	+6.17%
Mar 31, 2025	CORNERSTONE ADVISORY, LLC	0.37%	61.72K	21.4M	-650	-1.04%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	61.44K	20.55M	38.74K	+170.69%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	54.41K	18.2M	-322	-0.59%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.32%	53.65K	17.95M	-27	-0.05%
Mar 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	1.05%	177.25K	59.29M	8.32K	+4.92%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.01%	170.92K	57.17M	11.21K	+7.02%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.57%	95.42K	31.91M	-2.31K	-2.36%
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.54%	90.47K	30.26M	-121	-0.13%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	46.3K	15.49M	6.2K	+15.46%
Mar 31, 2025	ARCHPOINT INVESTORS	0.27%	45.42K	15.19M	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.27%	44.93K	15.03M	9.54K	+26.95%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.26%	43.11K	14.42M	-2.41K	-5.30%
Mar 31, 2025		0.23%	39.17K	13.1M	1.57K	+4.18%
Mar 31, 2025	GRAYPOINT LLC	0.23%	38.18K	12.77M	30.08K	+371.45%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	38.13K	12.75M	1.14K	+3.07%
Mar 31, 2025	PETREDIS INVESTMENT ADVISORS LLC	0.53%	88.93K	29.75M	5.19K	+6.20%
Mar 31, 2025	RFG HOLDINGS, INC.	0.22%	37.84K	12.66M	3.28K	+9.49%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.21%	35.55K	11.89M	1	0.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.97%	163.99K	54.96M	22.29K	+15.73%
Mar 31, 2025	MARINER, LLC	0.94%	158.38K	52.98M	4.82K	+3.14%
Mar 31, 2025	COLONY GROUP, LLC	0.75%	126.27K	42.23M	3.34K	+2.71%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.73%	122.87K	41.1M	4.79K	+4.06%
Mar 31, 2025	LIBERTY WEALTH MANAGEMENT LLC	0.43%	72.63K	25.86K	71.98K	+11,073.08%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.37%	62.25K	204K	62.25K	+100.00%
Mar 31, 2024	RELYEA ZUCKERBERG HANSON LLC	0.19%	32.28K	9.84M	769	+2.44%
Mar 31, 2024	ERN FINANCIAL, LLC	0.65%	109.23K	33.28M	-35	-0.03%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.51%	254.9K	77.67M	-1.57K	-0.61%
Mar 31, 2024	LPL FINANCIAL LLC	2.98%	502.43K	153.1M	-3.48K	-0.69%
Mar 31, 2024	UBS GROUP AG	3.18%	536.26K	163.4M	4.97K	+0.93%
Mar 31, 2024	JPMORGAN CHASE & CO	17.03%	2.87M	874.26M	-212.47K	-6.89%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.18%	30.16K	9.19M	-240	-0.79%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.18%	30.22K	9.21M	2.71K	+9.85%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.2%	32.85K	10.01M	-8.65K	-20.84%
Mar 31, 2024	BANK HAPOALIM BM	0.2%	33.5K	10.2M	33.5K	+100.00%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.21%	35.55K	10.83M	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	35.73K	10.89M	1.2K	+3.48%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	0.22%	36.26K	11.05M	6.36K	+21.27%
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.22%	37.51K	11.43M	-1.32K	-3.39%
Mar 31, 2024	WHEELHOUSE ADVISORY GROUP LLC	0.26%	43.07K	13.12M	1.73K	+4.18%
Mar 31, 2024	ARISTA WEALTH MANAGEMENT, LLC	0.26%	44.2K	13.47M	-8.68K	-16.41%
Mar 31, 2024	ARCHPOINT INVESTORS	0.27%	45.42K	13.84M	45.42K	+100.00%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.3%	50.23K	15.3M	-302	-0.60%
Mar 31, 2024	PRINCIPLE WEALTH PARTNERS LLC	0.3%	51.15K	15.59M	659	+1.31%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.31%	51.62K	15.52M	-116	-0.22%
Mar 31, 2024	STORDAHL CAPITAL MANAGEMENT, INC.	0.32%	53.34K	16.25M	-4	-0.01%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.33%	55.92K	17.04M	-2.47K	-4.23%
Mar 31, 2024	GRAYHAWK INVESTMENT STRATEGIES INC.	0.35%	58.6K	17.85M	-12.4K	-17.46%
Mar 31, 2024	CETERA ADVISORS LLC	0.35%	59.01K	17.98M	33.93K	+135.28%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.36%	60.24K	18.36M	-2.49K	-3.96%
Mar 31, 2024	CONNECTICUT WEALTH MANAGEMENT, LLC	0.41%	68.59K	20.9M	-778	-1.12%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	73.66K	22.45M	73.66K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.45%	75.13K	22.89M	-9.01K	-10.71%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	97.97K	29.85M	3.4K	+3.59%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.59%	99.5K	30.32M	-1.41K	-1.40%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.61%	102.97K	31.38M	6.21K	+6.41%
Mar 31, 2024	COLONY GROUP, LLC	0.66%	110.45K	33.66M	109.23K	+8,953.61%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.7%	117.35K	35.84M	-10.6K	-8.28%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.82%	138.21K	42.11M	8.01K	+6.15%
Mar 31, 2024	MARINER, LLC	0.91%	152.73K	46.54M	-3.39K	-2.17%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.3%	218.75K	66.65M	12.22K	+5.91%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.41%	406.25K	123.77M	-2.74K	-0.67%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.55%	597.33K	182.01M	-32.09K	-5.10%
Mar 31, 2024	CAPROCK GROUP, LLC	0.19%	31.44K	9.58M	-21	-0.07%
Mar 31, 2024	PETREDIS INVESTMENT ADVISORS LLC	0.19%	31.67K	9.65M	-273	-0.85%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.19%	32.76K	9.98M	-86	-0.26%
Mar 31, 2024	MORGAN STANLEY	3.85%	647.97K	197.44M	28.88K	+4.67%
Mar 31, 2024	ROYAL FUND MANAGEMENT, LLC	0.12%	19.79K	6.04M	-865	-4.19%
Mar 31, 2024	COZAD ASSET MANAGEMENT INC	0.12%	19.92K	6.07M	534	+2.75%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.12%	20.05K	6.11M	1.41K	+7.58%
Mar 31, 2024	BETTERMENT LLC	0.12%	20.5K	6.25M	-1.13K	-5.22%
Mar 31, 2024	BELVEDERE TRADING LLC	0.12%	20.5K	6.25M	8.8K	+75.21%
Mar 31, 2024	STRATEGIES WEALTH ADVISORS, LLC	0.14%	22.89K	6.98M	-13	-0.06%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.14%	23.39K	7.13M	-9.87K	-29.69%
Mar 31, 2024	RFG HOLDINGS, INC.	0.15%	24.7K	7.53M	24.7K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	24.71K	7.53M	1.38K	+5.92%
Mar 31, 2024	GRAVES LIGHT LENHART WEALTH, INC.	0.15%	25.1K	7.65M	2.45K	+10.84%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.45%	75.62K	23.04M	-736	-0.96%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.47%	78.86K	24.03M	37.68K	+91.49%
Mar 31, 2024	ESSEX FINANCIAL SERVICES, INC.	0.47%	79.14K	24.11M	1.68K	+2.17%
Mar 31, 2024	ROYAL BANK OF CANADA	0.47%	79.58K	24.25M	-7.05K	-8.14%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.48%	81.35K	24.79M	993	+1.24%
Mar 31, 2024	IRON HORSE WEALTH MANAGEMENT, LLC	0.49%	82.16K	25.03M	568	+0.70%
Mar 31, 2024	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.52%	87.71K	26.73M	-1.79K	-2.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.74%	629.41K	170.44M	90.78K	+16.85%
Dec 31, 2023		0.17%	29.49K	12.69M	29.49K	+100.00%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.18%	29.9K	8.1M	-36	-0.12%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.18%	30.4K	8.23M	-211	-0.69%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.19%	31.3K	8.48M	5.5K	+21.32%
Dec 31, 2023	CAPROCK GROUP, LLC	0.19%	31.46K	8.52M	80	+0.26%
Dec 31, 2023	RELYEA ZUCKERBERG HANSON LLC	0.19%	31.51K	8.53M	797	+2.59%
Dec 31, 2023	PORTFOLIO STRATEGIES, INC.	0.19%	31.69K	8.56M	-3.07K	-8.84%
Dec 31, 2023	PETREDIS INVESTMENT ADVISORS LLC	0.19%	31.95K	8.65M	-318	-0.99%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.19%	32.85K	8.9M	5.95K	+22.12%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.2%	33.26K	9.01M	6.64K	+24.96%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.2%	34.53K	9.35M	-674	-1.91%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.21%	34.93K	129K	34.93K	+100.00%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.21%	35.55K	9.63M	-30	-0.08%
Dec 31, 2023	FIFTH THIRD SECURITIES, INC.	0.23%	38.83K	10.51M	-3.45K	-8.15%
Dec 31, 2023	JPMORGAN CHASE & CO	18.29%	3.08M	834.48M	-6.88K	-0.22%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.24%	41.18K	11.15M	112	+0.27%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.25%	41.5K	11.24M	38.61K	+1,336.12%
Dec 31, 2023	PRINCIPLE WEALTH PARTNERS LLC	0.3%	50.49K	13.67M	379	+0.76%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.3%	50.53K	13.68M	-742	-1.45%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.31%	51.73K	14.01M	-685	-1.31%
Dec 31, 2023	ARISTA WEALTH MANAGEMENT, LLC	0.31%	52.88K	14.32M	45.44K	+611.19%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.32%	53.17K	14.4M	3.21K	+6.43%
Dec 31, 2023	STORDAHL CAPITAL MANAGEMENT, INC.	0.32%	53.35K	14.45M	278	+0.52%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.35%	58.4K	15.81M	-1.57K	-2.62%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.37%	62.73K	16.99M	864	+1.40%
Dec 31, 2023	CONNECTICUT WEALTH MANAGEMENT, LLC	0.41%	69.37K	18.78M	-262	-0.38%
Dec 31, 2023	GRAYHAWK INVESTMENT STRATEGIES INC.	0.42%	71K	19.23M	71K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.45%	76.35K	20.68M	854	+1.13%
Dec 31, 2023	ESSEX FINANCIAL SERVICES, INC.	0.46%	77.46K	20.97M	1.92K	+2.54%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.48%	80.36K	21.76M	1.42K	+1.79%
Dec 31, 2023	IRON HORSE WEALTH MANAGEMENT, LLC	0.48%	81.59K	22.09M	2.56K	+3.24%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.5%	84.15K	22.79M	46.25K	+122.04%
Dec 31, 2023	ROYAL BANK OF CANADA	0.51%	86.63K	23.46M	5.33K	+6.55%
Dec 31, 2023	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.53%	89.51K	24.24M	2.47K	+2.83%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	94.57K	25.61M	4.63K	+5.15%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	0.57%	96.76K	26.2M	6.23K	+6.88%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.6%	100.91K	27.33M	-2.75K	-2.65%
Dec 31, 2023	WADE G W & INC	0.63%	106.44K	28.82M	1.95K	+1.86%
Dec 31, 2023	ERN FINANCIAL, LLC	0.65%	109.26K	30.08M	1.49K	+1.38%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.76%	127.94K	34.72M	-21.48K	-14.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.77%	130.2K	35.26M	-457	-0.35%
Dec 31, 2023	MARINER, LLC	0.93%	156.11K	42.27M	70.25K	+81.82%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.23%	206.53K	55.93M	94.74K	+84.74%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.52%	256.47K	69.45M	-382.58K	-59.87%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.43%	409K	110.76M	-13.49K	-3.19%
Dec 31, 2023	LPL FINANCIAL LLC	3%	505.91K	137M	67.98K	+15.52%
Dec 31, 2023	UBS GROUP AG	3.15%	531.3K	143.87M	4.66K	+0.88%
Dec 31, 2023	MORGAN STANLEY	3.67%	619.08K	167.64M	28.43K	+4.81%

Frequently Asked Questions