13F

Stock

Vanguard World Fd

Ticker not mapped · held by 185 managers

Reported value

$1.35B

Holders

185

+24 new · −37 exited

Holders’ est. mark

−$804.9K

Price effect on 158 books still in the name

Largest holder

$267.4M

JPMORGAN CHASE & CO

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
JPMORGAN CHASE & CO4.11M$267.4M$2.18KAdded$266.3M
BANK OF AMERICA CORP /DE/1.55M$100.8M−$93.1KCut−$2.04M
MIDLAND WEALTH ADVISORS, LLC1.44M$93.7M−$84.7KAdded$1.94M
Mirae Asset Global Investments Co., Ltd.1.06M$68.6M−$63.3KCut−$12.2M
MORGAN STANLEY1.04M$67.9M−$61.1KAdded$1.67M
RWA WEALTH PARTNERS, LLC875.8K$56.9M−$52.5KCut−$52.5K
LPL Financial LLC855.4K$55.6M−$51.3KCut−$2.46M
CAPITAL CITY TRUST CO/FL663.7K$43.1M−$39.8KCut−$39.8K
SBI Securities Co., Ltd.578.8K$37.6M−$34.7KCut−$828.6K
Fluent Financial, LLC530.4K$34.2M−$243.7KCut−$206.1K
Cadence Wealth Management LLC383.6K$24.9M−$12.7KAdded$11.1M
JANE STREET GROUP, LLC380.4K$24.7M−$289Added$24.4M
EP Wealth Advisors, LLC365K$23.7MNew
Beacon Capital Management, Inc.345.8K$22.5M−$20.8KCut−$10.5M
Valtinson Bruner Financial Planning LLC330.7K$21.5M−$19.2KAdded$700.7K
Harvest Portfolios Group Inc.326.4K$21.2M−$19.6KCut−$3.7M
ALLIANCEBERNSTEIN L.P.257.7K$16.8M−$0Added$183.3K
Cetera Investment Advisers250.7K$16.3M−$13.5KAdded$1.71M
RAYMOND JAMES FINANCIAL INC221.1K$14.4M−$13.2KCut−$1.6M
MML INVESTORS SERVICES, LLC220.1K$14.3M−$13.2KCut−$2.53M
NBT BANK N A /NY191.6K$12.4MNew
WELLS FARGO & COMPANY/MN188.1K$12.2M−$11.3KCut−$1.58M
Tidal Investments LLC187.7K$12.2MNew
One Wealth Map LLC181.7K$11.5M−$153.1KAdded$1.56M
ENVESTNET ASSET MANAGEMENT INC175.9K$11.4M−$10.5KCut−$5.04M
North Ridge Wealth Advisors, Inc.168.2K$10.9M−$9.34KAdded$695.1K
AMERIPRISE FINANCIAL INC165.2K$10.7M−$13KAdded$1.18M
NATIONAL BANK OF CANADA /FI/163.8K$10.6M−$2.73KAdded$7.68M
Jump Financial, LLC158.3K$10.3MNew
Diesslin Group, Inc.140.6K$9.13M−$8.42KCut−$14.8M
Causey Wealth LLC135.2K$8.78M−$7.07KAdded$1.13M
ROYAL BANK OF CANADA135.1K$8.77M−$9.37KCut−$535K
OSAIC HOLDINGS, INC.119K$7.73M−$7.2KCut−$908.7K
Sellwood Investment Partners LLC114K$7.4M−$6.85KCut−$928K
Professional Financial Management, Inc.113.5K$7.37M−$6.32KAdded$526.9K
Conrad Siegel Investment Advisors, Inc.108.6K$7.05M−$6.49KCut−$332K
Advisory Services Network, LLC96.3K$6.25M−$5.33KAdded$519K
Baird Financial Group, Inc.95.5K$6.2MNew
Fermata Advisors, LLC95.4K$6.2M−$5.39KAdded$383.5K
PNC Financial Services Group, Inc.94.3K$6.13M−$5.67KCut−$60.7K
NORTHERN TRUST CORP92.2K$5.99M−$5.53KCut−$944K
UBS Group AG86.6K$5.63M−$4.65KAdded$582.1K
BNP PARIBAS FINANCIAL MARKETS83.4K$5.42M−$5KCut−$13.2M
CLEAR INVESTMENT RESEARCH, LLC80.6K$5.24M−$4.84KCut−$198K
TECTONIC ADVISORS LLC72K$4.68M−$4.29KCut−$120.5K
GOLDMAN SACHS GROUP INC68.4K$4.44M−$4.1KCut−$10.4M
RETIREMENT FINANCIAL SOLUTIONS, LLC67.9K$4.41M−$4KAdded$59.4K
Beverly Hills Private Wealth, LLC66.6K$4.32M−$3.26KAdded$795.8K
First Commonwealth Financial Corp /PA/56.4K$3.67M−$3.39KCut−$3.39K
RiverFront Investment Group, LLC56.2K$3.65M−$3.35KAdded$20K
Sankala Group LLC55.9K$3.6M−$259.9KCut−$167.5K
Cassaday & Co Wealth Management LLC52.7K$3.43M−$3.17KCut−$3.17K
&PARTNERS51.5K$3.34M−$9.94KAdded$274.1K
Ameritas Advisory Services, LLC50.3K$3.27M−$3.02KCut−$2.16M
Stokes Family Office, LLC50.1K$3.26M−$2.38KAdded$680.6K
SIH Partners, LLLP50K$3.25MNew
EXCHANGE TRADED CONCEPTS, LLC49.8K$3.23M−$755Added$2.42M
SUSQUEHANNA INTERNATIONAL GROUP, LLP45.4K$2.95MNew
Institute for Wealth Management, LLC.43.5K$2.82M−$506Added$2.28M
Meridian Wealth Management, LLC42.9K$2.79M$207Added$35.9K
Mariner, LLC35.4K$2.3M−$2.12KCut−$847.6K
Legacy Private Trust Co.32.5K$2.11M−$1.95KCut−$1.55M
Rareview Capital LLC30.4K$2.04M$0Added$312K
NOTTINGHAM ADVISORS, INC.30.5K$1.98M−$1.81KAdded$17.7K
Richmond Brothers, Inc.29.8K$1.94M−$1.77KCut−$796.8K
JONES FINANCIAL COMPANIES LLLP28.7K$1.84M−$29.9KCut−$110.5K
COMMONWEALTH EQUITY SERVICES, LLC28K$1.82M−$1.31KAdded$437.4K
Englebert Financial Advisers, LLC27K$1.75M−$1.62KCut−$32.1K
Harpswell Capital Advisors, LLC26.7K$1.73M−$1.6KCut−$871.1K
Decker Retirement Planning Inc.23.2K$1.51M−$1.2KAdded$204.5K
Lifetime Wealth Management P.C.22.9K$1.49M−$1.34KAdded$31K
STIFEL FINANCIAL CORP22.1K$1.44M−$1.33KAdded$24.6K
Gladstone Institutional Advisory LLC22K$1.43M−$1.34KCut−$168.2K
NewEdge Wealth, LLC20.1K$1.3M−$548Added$709.5K
IHT Wealth Management, LLC18.7K$1.22M−$1.14KCut−$117.6K
CAPTRUST FINANCIAL ADVISORS17.5K$1.14M−$1.05KCut−$868.9K
Argentarii, LLC17K$1.1M−$1.02KCut−$1.02K
Creative Planning16.6K$1.08MNew
BlackDiamond Wealth Management, LLC15.8K$1.02M−$9.32KAdded$22.9K
Farther Finance Advisors, LLC15.5K$993.5K−$13.9KCut−$12.8K
Financial Engines Advisors L.L.C.14.7K$952K−$880Cut−$1.32M
Johnson & White Wealth Management, LLC14.4K$934.1K−$860Cut−$183.3K
AE Wealth Management LLC14K$908.1K−$866Cut−$92.9K
RHS Financial, LLC13.9K$904KNew
GUIDANCE CAPITAL, INC12.8K$814.9KNew
Signet Private Wealth LLC12.1K$783.6K−$724Cut−$275.1K
Kovack Advisors, Inc.11.2K$725.6K−$668Cut−$668
Worth Asset Management, LLC11K$711.9KNew
Tranquilli Financial Advisor LLC10.6K$688.9K−$636Cut−$556K
World Investment Advisors10.6K$685.9K−$533Added$102.7K
PFG Advisors10.2K$665.4K−$336Added$315.7K
Paragon Advisors, LLC9.5K$617K−$570Cut−$121.7K
Haven Private, LLC8.29K$538.6K−$498Cut−$66.9K
Leading Edge Financial Planning LLC8.19K$532K−$465Added$27.6K
Vanguard Capital Wealth Advisors8K$519.9KNew
INTERCAPITAL, LLC8K$519.6K−$480Cut−$520.6K
Inscription Capital, LLC7.97K$518K−$200Added$305.1K
Clarity Financial LLC7.95K$516.4K−$299Added$194.6K
BCWM, LLC7.94K$515.8K−$475Added$629
Marshall Financial Group, LLC7.36K$478.3K−$442Cut−$5.63M
EVOKE WEALTH, LLC7.33K$476.4K−$325Added$59K
Quadcap Wealth Management, LLC7.29K$473.2K−$437Cut−$437
Stratos Wealth Advisors, LLC6.79K$441.3K−$385Added$24.8K
Maridea Wealth Management LLC6.6K$428.9K−$425Added$3.34K
Equitable Holdings, Inc.6.27K$407.8K$19Cut−$8.56K
IEQ CAPITAL, LLC6.09K$395.6K−$365Cut−$365
Avise Financial Cooperative, Inc.6.08K$394.9K−$328Added$40.4K
Atria Investments, Inc6.01K$390.3K−$361Cut−$468.3K
Atlanta Consulting Group Advisors, LLC5.59K$362.9K−$335Cut−$335
Focus Partners Wealth240$362.7K$346.3KCut−$158.5K
CWC Advisors, LLC.5.51K$358.1K−$331Cut−$28K
Koshinski Asset Management, Inc.5.35K$347.8K−$320Cut−$27.9K
Balefire, LLC5.11K$331.7K−$306Cut−$46.7K
FWL INVESTMENT MANAGEMENT, LLC4.93K$320.1K−$286Added$10.6K
StoneX Group Inc.4.87K$316.3K−$292Cut−$58K
Sharkey, Howes & Javer4.76K$309.4K−$285Cut−$147.7K
Corient Private Wealth LLC4.7K$304.9KNew
TriaGen Wealth Management LLC4.68K$304K−$264Added$17.9K
Dynamic Advisor Solutions LLC4.57K$297K−$275Cut−$172.6K
HighTower Advisors, LLC4.12K$267.8K−$229Cut−$332.4K
Hershey Financial Advisers, LLC4.08K$265.3K−$245Cut−$121.4K
CWM, LLC4.03K$261.7K$155.4KAdded$261.6K
BUFFALO BUSINESS & ESTATE SERVICES LTD3.97K$258.1KNew
RED REEF ADVISORS LLC3.82K$248.4K−$222Added$9.39K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.81K$247.5K−$199Added$63.1K
XTX Topco Ltd3.77K$244.5K−$225Cut−$25.1K
Freestate Advisors LLC3.76K$244.1K−$225Cut−$225
NICOLET BANKSHARES INC3.72K$241.7K−$223Cut−$98.4K
Ares Financial Consulting, LLC3.75K$240.5K−$3.14KAdded$13.3K
Capital Investment Counsel, Inc3.5K$227.3K−$210Cut−$210
SwitchPoint Financial Planning, LLC3.47K$225.6K−$241Cut−$306
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP3.4K$220K−$442Cut−$442
CreativeOne Wealth, LLC3.37K$218.6KNew
Cullen/Frost Bankers, Inc.3.31K$214.8K−$190Added$7.93K
LaSalle St. Investment Advisors, LLC3.3K$214.2K$214KAdded$213.8K
RFG Advisory, LLC3.29K$213.6K−$186Cut−$10.8K
Sepio Capital, LP3.25K$210.9K−$259Cut−$2.47K
Carrera Capital Advisors3.12K$202.5KNew
PRIVATE TRUST CO NA3.07K$199.4K−$184Cut−$205.3K
Rockefeller Capital Management L.P.2.99K$194.5K−$125Cut−$328.4K
HARBOUR INVESTMENTS, INC.2.66K$172.9K−$160Cut−$22.5M
ROTHSCHILD INVESTMENT LLC1.8K$116.9K−$108Cut−$31K
Steward Partners Investment Advisory, LLC1.65K$107.3K−$100Cut−$100
IFP Advisors, Inc1.44K$93.8K−$86Cut−$57.1K
MATHER GROUP, LLC.1.31K$85.2KNew
Gladwyn Financial Advisors, Inc.1.27K$82.8K−$76Cut−$1.7K
HANTZ FINANCIAL SERVICES, INC.907.1K$58.9K−$42Added$13.9K
MAI Capital Management894$58.1K−$53Cut−$53
Pinnacle Wealth Planning Services, Inc.700$45.5K−$42Cut−$2.19K
Keating Financial Advisory Services, Inc.618$40.1KNew
Marshall & Sterling Wealth Advisors Inc.485$31.5K−$29Cut−$29
Whipplewood Advisors, LLC398$25.9K−$24Added$171
Pflug Koory, LLC336$21.8K−$20Cut−$20
BOKF, NA333$21.6KNew
Synergy Investment Management, LLC237$15.4KNew
Prosperity Bancshares Inc232$15.1K−$14Cut−$14
Cambridge Investment Research Advisors, Inc.231.2K$15K−$14Cut−$450
Allworth Financial LP230$14.9KNew
HOWE & RUSLING INC200$13K−$12Cut−$12
DecisionPoint Financial, LLC184$12K−$11Cut−$11
Quest 10 Wealth Builders, Inc.181$11.8K−$11Cut−$11
Boreal Capital Management LLC1$9.97KCut−$4.95K
Deane Retirement Strategies, Inc.138$8.96K$46Cut−$11.1M
Frazier Financial Advisors, LLC130$8.44K−$8Cut−$8
FLOW TRADERS U.S. LLC106.4K$6.91K−$1Added$5.95K
HUNTINGTON NATIONAL BANK101$6.56K−$0Added$6.5K
TD Waterhouse Canada Inc.100$6.41K−$90Cut−$90
Noble Wealth Management PBC80$5.2K−$5Cut−$5
Ameritas Investment Partners, Inc.47$3.05K−$2Cut−$2
Johnson Financial Group, Inc.40$2.6K−$3Cut−$3
Fidelity18$1.17K−$1Cut−$5.66K
FIFTH THIRD BANCORP15$974−$1Cut−$1
Thrivent Financial for Lutherans13.7K$890−$0Cut−$226
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$779−$1Cut−$196
PARK AVENUE SECURITIES LLC11.5K$746−$1Added$29
Costello Asset Management, INC11$713−$1Cut−$1
Tower Research Capital LLC (TRC)8$520New
GROUP ONE TRADING LLC7$455−$0Cut−$146.8K
Orographic Financial Advisors, LLC6.49K$421Held
HRT FINANCIAL LP5.9K$383New
Janney Montgomery Scott LLC5.75K$374$0Cut−$33
GAMMA Investing LLC5$325New
Aptus Capital Advisors, LLC1$65$0Held
Smartleaf Asset Management LLC0$14Cut−$461
Financial Connections Group, Inc.80$5$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.