AMERICAN CENTURY ETF TRUST - AVES
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 2,585,886 | 155,101 | 3.14% | — | 1 | +2,585,886 | New | Q1 2026 | Apr 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 348,389 | 20,896 | 3.42% | 3.4% | 2 | +886 | 0.25% | Q1 2026 | Apr 21, 2026 |
| BSW Wealth Partners | History | Reduced | 192,525 | 11,547 | 1.41% | 1.35% | 3 | -643 | -0.33% | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 164,057 | 9,840 | 0.85% | 0.77% | 4 | +10,138 | 6.59% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 157,760 | 9,462 | 0.17% | 0.16% | 5 | +4,109 | 2.67% | Q1 2026 | Apr 10, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 152,170 | 9,165 | 2.08% | 1.82% | 6 | -54,214 | -26.27% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 104,576 | 6,288 | 0.06% | 0.08% | 7 | -18,485 | -15.02% | Q1 2026 | Apr 07, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 91,017 | 5,459 | 3.68% | 3.52% | 8 | +5,753 | 6.75% | Q1 2026 | Apr 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 86,044 | 5,160 | 2.05% | 2.18% | 9 | -5,467 | -5.97% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 80,172 | 4,809 | 0.04% | 0.04% | 10 | +7,516 | 10.34% | Q1 2026 | Apr 07, 2026 |
| Northland Capital Management LLC | History | Added to | 71,412 | 4,283 | 2.34% | 2.19% | 11 | +4,377 | 6.53% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Reduced | 46,094 | 2,904 | 0.09% | 0.1% | 12 | -52 | -0.11% | Q1 2026 | Apr 09, 2026 |
| Gibson Capital, LLC | History | Reduced | 36,620 | 2,196 | 0.41% | 0.4% | 13 | -405 | -1.09% | Q1 2026 | Apr 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 23,650 | 1,418 | 0.31% | 0.31% | 14 | -550 | -2.27% | Q1 2026 | Apr 13, 2026 |
| ENZI WEALTH | History | Reduced | 22,476 | 1,348 | 0.47% | 0.54% | 15 | -2,698 | -10.72% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 17,948 | 1,076 | 0.07% | 0.02% | 16 | +12,511 | 230.11% | Q1 2026 | Apr 15, 2026 |
| LAM GROUP, INC. | History | Added to | 16,360 | 981 | 0.54% | 0.45% | 17 | +2,800 | 20.65% | Q1 2026 | Apr 22, 2026 |
| Sensible Money, LLC | History | Added to | 16,339 | 980 | 0.3% | 0.3% | 18 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| True Wealth Design, LLC | History | Added to | 16,250 | 974 | 0.27% | 0.27% | 19 | +518 | 3.29% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,079 | 904 | 0.03% | 0.03% | 20 | +477 | 3.27% | Q1 2026 | Apr 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 14,596 | 875 | 0.01% | 0.01% | 21 | -600 | -3.95% | Q1 2026 | Apr 23, 2026 |
| Breakwater Capital Group | History | Added to | 14,311 | 858 | 0.11% | 0.11% | 22 | +1,058 | 7.98% | Q1 2026 | Apr 20, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 13,047 | 827 | 0.1% | 0.04% | 23 | +8,273 | 173.29% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,334 | 739 | 0.07% | 0.09% | 24 | +125 | 1.02% | Q1 2026 | Apr 06, 2026 |
| Merit Financial Group, LLC | History | New | 10,371 | 622 | 0.0% | — | 25 | +10,371 | New | Q1 2026 | Apr 15, 2026 |
| marrick wealth, LLC | History | No change | 9,098 | 545 | 0.46% | 0.43% | 26 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,610 | 516 | 0.34% | 0.34% | 27 | +110 | 1.29% | Q1 2026 | Apr 23, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 7,880 | 472 | 0.32% | 0.3% | 28 | +400 | 5.35% | Q1 2026 | Apr 08, 2026 |
| Sankala Group LLC | History | Added to | 6,869 | 406 | 0.33% | 0.33% | 29 | +686 | 11.09% | Q1 2026 | Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,237 | 374 | 0.0% | — | 30 | +6,237 | New | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,187 | 372 | 0.06% | 0.06% | 31 | +332 | 5.67% | Q1 2026 | Apr 14, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 6,150 | 368 | 0.15% | 0.22% | 32 | -3,000 | -32.79% | Q1 2026 | Apr 23, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 5,490 | 329 | 0.14% | 0.13% | 33 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 4,861 | 320 | 0.0% | 0.01% | 34 | +155 | 3.29% | Q1 2026 | Apr 20, 2026 |
| Financial Architects, LLC | History | No change | 4,710 | 282 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Plancorp, LLC | History | Added to | 3,905 | 247 | 0.01% | 0.01% | 36 | +345 | 9.69% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 3,977 | 238 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 3,428 | 205 | 0.17% | — | 38 | +3,428 | New | Q1 2026 | Apr 21, 2026 |
| Bank of New Hampshire | History | Reduced | 423 | 25 | 0.01% | 0.01% | 39 | -1 | -0.24% | Q1 2026 | Apr 13, 2026 |
| NorthAvenue LLC | History | No change | 189 | 11 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,772,229 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.05% | — | -737,385 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -378,071 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -308,386 | -100.0% | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Closed out | 0 | 0 | — | 2.02% | — | -299,158 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Meredith Wealth Planning | History | Closed out | 0 | 0 | — | 4.86% | — | -280,157 | -100.0% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -247,836 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -238,870 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Three Arch Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.54% | — | -232,646 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.56% | — | -218,727 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Closed out | 0 | 0 | — | 2.26% | — | -184,744 | -100.0% | Q4 2025 | Feb 03, 2026 |
| FIDELITY D & D BANCORP INC | History | Closed out | 0 | 0 | — | 3.97% | — | -157,827 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 1.93% | — | -152,222 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Global Strategic Investment Solutions, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -145,435 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Golden Bell Financial Planning LLC | History | Closed out | 0 | 0 | — | 7.0% | — | -144,189 | -100.0% | Q4 2025 | Feb 03, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.68% | — | -139,184 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 4.14% | — | -102,213 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -99,286 | -100.0% | Q4 2025 | Feb 05, 2026 |
| ATLas Financial Planning LLC | History | Closed out | 0 | 0 | — | 5.5% | — | -96,151 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -93,081 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Oceanside Advisors LLC | History | Closed out | 0 | 0 | — | 3.26% | — | -92,206 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Cascade Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -87,457 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Greenspring Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -75,242 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -72,298 | -100.0% | Q4 2025 | Jan 30, 2026 |
| MB Generational Wealth, LLC | History | Closed out | 0 | 0 | — | 2.19% | — | -70,823 | -100.0% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,612 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -68,703 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64,723 | -100.0% | Q4 2025 | Mar 09, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.16% | — | -62,973 | -100.0% | Q4 2025 | Feb 17, 2026 |
| PFC CAPITAL GROUP, INC. | History | Closed out | 0 | 0 | — | 1.49% | — | -61,970 | -100.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,489 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Trailhead Planners LLC | History | Closed out | 0 | 0 | — | 3.07% | — | -53,653 | -100.0% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -51,550 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Parkshore Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.13% | — | -51,403 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ENTREWEALTH, LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -50,541 | -100.0% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 1.96% | — | -50,525 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -49,314 | -100.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -43,873 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,508 | -100.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,279 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CoreFirst Bank & Trust | History | Closed out | 0 | 0 | — | 1.04% | — | -32,880 | -100.0% | Q4 2025 | Feb 11, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -31,948 | -100.0% | Q4 2025 | Mar 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -31,025 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,212 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,774 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,390 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,325 | -100.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,599 | -100.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,499 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,139 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,609 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -20,589 | -100.0% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,853 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,441 | -100.0% | Q4 2025 | Jan 21, 2026 |
| NCM Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -18,574 | -100.0% | Q4 2025 | Mar 02, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,549 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Jacobi Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,599 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -17,273 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -12,362 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,588 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,574 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,344 | -100.0% | Q4 2025 | Feb 17, 2026 |
| DBK Financial Counsel, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -9,830 | -100.0% | Q4 2025 | Jan 26, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,680 | -100.0% | Q4 2025 | Jan 23, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,346 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,933 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Haven Private, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,885 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Vestment Financial LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,814 | -100.0% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,811 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,462 | -100.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,189 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,796 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -6,726 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -6,067 | -100.0% | Q4 2025 | Jan 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -6,064 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,799 | -100.0% | Q4 2025 | Feb 13, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,761 | -100.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,584 | -100.0% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,578 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,504 | -100.0% | Q4 2025 | Mar 16, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,849 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Powerhouse Assets LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,710 | -100.0% | Q4 2025 | Jan 15, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,319 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Life Planning Partners, Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -4,130 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Orcam Financial Group | History | Closed out | 0 | 0 | — | 0.18% | — | -4,038 | -100.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,962 | -100.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -2,934 | -100.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -2,932 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,722 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,324 | -100.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,011 | -100.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,399 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -1,135 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -930 | -100.0% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -731 | -100.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -707 | -100.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -340 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q4 2025 | Feb 23, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q4 2025 | Feb 06, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q4 2025 | Feb 02, 2026 |