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 | Added to | 2,668,590 | 173,805 | 3.06% | 3.07% | 1 | +63,470 | 2.44% | Q3 2026 | Oct 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,499,305 | 163,954 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,251,639 | 147,707 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,876,434 | 122,212 | 0.66% | 0.71% | 4 | +59,883 | 3.3% | Q3 2026 | Nov 05, 2026 |
| Focus Partners Wealth | History | No change | 709,779 | 46,561 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 695,217 | 45,606 | 0.24% | 0.24% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 396,131 | 25,799 | 1.32% | 1.33% | 7 | -1,614 | -0.41% | Q3 2026 | Oct 27, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 360,800 | 23,498 | 3.53% | 3.46% | 8 | +7,036 | 1.99% | Q3 2026 | Oct 19, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 329,519 | 21,461 | 1.47% | 0.56% | 9 | +212,098 | 180.63% | Q3 2026 | Nov 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 300,914 | 19,739 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meredith Wealth Planning | History | Added to | 290,287 | 18,906 | 4.72% | 4.48% | 11 | +1,213 | 0.42% | Q3 2026 | Oct 14, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 272,505 | 17,748 | 2.83% | 2.61% | 12 | +12,616 | 4.85% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 247,057 | 16,206 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 224,519 | 14,622 | 4.93% | 4.7% | 14 | +15,633 | 7.48% | Q3 2026 | Nov 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 221,363 | 14,417 | 4.27% | 4.33% | 15 | -417 | -0.19% | Q3 2026 | Nov 02, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 218,925 | 14,258 | 2.31% | 2.4% | 16 | +7,276 | 3.44% | Q3 2026 | Nov 02, 2026 |
| BSW Wealth Partners | History | No change | 186,691 | 12,246 | 1.36% | 1.36% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 171,524 | 11,171 | 0.17% | 0.17% | 18 | +6,355 | 3.85% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 161,983 | 10,549 | 4.19% | 4.08% | 19 | +28,239 | 21.11% | Q3 2026 | Oct 28, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 161,688 | 10,530 | 1.02% | 1.16% | 20 | -16,731 | -9.38% | Q3 2026 | Nov 02, 2026 |
| Apeiron RIA LLC | History | Added to | 157,839 | 10,227 | 2.32% | 2.5% | 21 | +9,126 | 6.14% | Q3 2026 | Oct 08, 2026 |
| Austin Wealth Management, LLC | History | No change | 160,147 | 10,078 | 2.13% | 2.13% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 149,666 | 9,818 | 1.87% | 1.87% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 149,947 | 9,766 | 0.86% | 0.82% | 24 | +8,127 | 5.73% | Q3 2026 | Oct 16, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 157,624 | 9,760 | 0.75% | 0.81% | 25 | -322 | -0.2% | Q3 2026 | Oct 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 134,785 | 8,841 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 132,338 | 8,681 | 0.75% | 0.75% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 129,351 | 8,485 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 124,677 | 8,120 | 6.02% | 6.11% | 29 | -1,988 | -1.57% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 122,216 | 7,959 | 0.06% | 0.06% | 30 | +8,045 | 7.05% | Q3 2026 | Oct 08, 2026 |
| EJMK Ventures LLC | History | Added to | 121,540 | 7,915 | 3.34% | 3.29% | 31 | +11,107 | 10.06% | Q3 2026 | Oct 21, 2026 |
| ATLas Financial Planning LLC | History | No change | 103,464 | 6,787 | 5.5% | 5.5% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 102,255 | 6,660 | 0.04% | 0.04% | 33 | +9,824 | 10.63% | Q3 2026 | Oct 26, 2026 |
| Oceanside Advisors LLC | History | Added to | 100,526 | 6,547 | 4.02% | 3.18% | 34 | +4,450 | 4.63% | Q3 2026 | Nov 03, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 99,236 | 6,463 | 3.7% | 3.65% | 35 | +3,871 | 4.06% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 96,793 | 6,349 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 96,698 | 6,315 | 2.22% | 2.05% | 37 | +9,366 | 10.72% | Q3 2026 | Nov 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 93,270 | 6,074 | 0.1% | 0.11% | 38 | +1,022 | 1.11% | Q3 2026 | Nov 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 89,129 | 5,846 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 85,952 | 5,638 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 80,618 | 5,288 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 77,365 | 5,075 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 77,064 | 5,019 | 0.23% | 0.28% | 43 | -555 | -0.72% | Q3 2026 | Nov 05, 2026 |
| MB Generational Wealth, LLC | History | No change | 71,940 | 4,719 | 2.31% | 2.31% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 69,094 | 4,500 | 0.13% | 0.16% | 45 | -5,143 | -6.93% | Q3 2026 | Oct 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 68,743 | 4,477 | 0.18% | 0.06% | 46 | +7,248 | 11.79% | Q3 2026 | Oct 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 67,181 | 4,407 | 0.33% | 0.33% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 66,302 | 4,349 | 1.67% | 1.67% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 65,415 | 4,291 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ENTREWEALTH, LLC | History | Added to | 65,006 | 4,233 | 1.51% | 1.46% | 50 | +4,106 | 6.74% | Q3 2026 | Oct 14, 2026 |
| CSS LLC/IL | History | No change | 62,973 | 4,131 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northland Capital Management LLC | History | Added to | 60,781 | 3,958 | 1.82% | 2.09% | 52 | +1,636 | 2.77% | Q3 2026 | Oct 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 60,203 | 3,921 | 0.61% | 0.23% | 53 | +35,452 | 143.23% | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 55,726 | 3,655 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 53,444 | 3,480 | 2.17% | 2.13% | 55 | +1,124 | 2.15% | Q3 2026 | Nov 04, 2026 |
| Trailhead Planners LLC | History | No change | 50,126 | 3,288 | 3.18% | 3.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 48,516 | 3,159 | 0.0% | 0.0% | 57 | +2,083 | 4.49% | Q3 2026 | Nov 02, 2026 |
| Wedmont Private Capital | History | Added to | 48,421 | 3,140 | 0.08% | 0.08% | 58 | +1,844 | 3.96% | Q3 2026 | Oct 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 44,675 | 2,930 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 38,791 | 2,526 | 0.64% | 0.91% | 60 | -9,323 | -19.38% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 38,385 | 2,466 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 35,366 | 2,320 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibson Capital, LLC | History | Reduced | 34,761 | 2,263 | 0.38% | 0.39% | 63 | -1,840 | -5.03% | Q3 2026 | Oct 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 33,754 | 2,214 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 32,902 | 2,158 | 1.07% | 1.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,425 | 2,111 | 0.01% | 0.0% | 66 | +10,190 | 45.83% | Q3 2026 | Nov 02, 2026 |
| UMB Bank, n.a. | History | No change | 28,996 | 1,902 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,661 | 1,736 | 0.0% | 0.0% | 68 | +1,531 | 6.09% | Q3 2026 | Nov 02, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 25,675 | 1,684 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 24,011 | 1,563 | 0.07% | 0.07% | 70 | +941 | 4.08% | Q3 2026 | Nov 05, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 23,662 | 1,541 | 0.16% | 0.32% | 71 | +7 | 0.03% | Q3 2026 | Nov 03, 2026 |
| Altar Rock LLC | History | No change | 23,494 | 1,541 | 2.25% | 2.25% | 72 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| WorthPointe, LLC | History | No change | 22,931 | 1,504 | 0.38% | 0.38% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,071 | 1,437 | 0.07% | 0.07% | 74 | +2,173 | 10.92% | Q3 2026 | Oct 21, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 21,869 | 1,434 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,166 | 1,378 | 0.09% | 0.09% | 76 | +146 | 0.69% | Q3 2026 | Oct 30, 2026 |
| Sigma Planning Corp | History | Added to | 20,845 | 1,357 | 0.03% | 0.02% | 77 | +7,946 | 61.6% | Q3 2026 | Oct 23, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 20,473 | 1,336 | 0.12% | 0.13% | 78 | +60 | 0.29% | Q3 2026 | Oct 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,350 | 1,334 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 20,448 | 1,331 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ENZI WEALTH | History | Reduced | 20,361 | 1,329 | 0.4% | 0.42% | 81 | -220 | -1.07% | Q3 2026 | Oct 14, 2026 |
| NCM Capital Management, LLC | History | No change | 19,316 | 1,267 | 0.39% | 0.39% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 19,168 | 1,248 | 0.11% | 0.11% | 83 | +121 | 0.64% | Q3 2026 | Oct 01, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,673 | 1,224 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 18,132 | 1,189 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,990 | 1,171 | 0.03% | 0.03% | 86 | +280 | 1.58% | Q3 2026 | Oct 08, 2026 |
| LAM GROUP, INC. | History | Added to | 17,035 | 1,109 | 0.56% | 0.55% | 87 | +125 | 0.74% | Q3 2026 | Oct 26, 2026 |
| Sensible Money, LLC | History | Added to | 16,344 | 1,064 | 0.27% | 0.28% | 88 | +3 | 0.02% | Q3 2026 | Oct 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 16,140 | 1,051 | 0.05% | 0.05% | 89 | -637 | -3.8% | Q3 2026 | Oct 22, 2026 |
| Breakwater Capital Group | History | Added to | 14,705 | 957 | 0.11% | 0.11% | 90 | +318 | 2.21% | Q3 2026 | Oct 08, 2026 |
| Forum Financial Management, LP | History | No change | 14,596 | 950 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 14,298 | 931 | 0.22% | 0.25% | 92 | -1,802 | -11.19% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,791 | 904 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 13,387 | 877 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | No change | 13,018 | 853 | 0.31% | 0.31% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M Wealth Management, LLC | History | Added to | 12,522 | 815 | 0.63% | 0.64% | 96 | +22 | 0.18% | Q3 2026 | Oct 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 12,190 | 799 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | No change | 11,940 | 771 | 0.51% | 0.51% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Savant Capital, LLC | History | No change | 10,729 | 703 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 10,588 | 694 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 10,502 | 688 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 10,481 | 687 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 10,542 | 686 | 0.07% | 0.09% | 103 | +109 | 1.04% | Q3 2026 | Oct 13, 2026 |
| Betterment LLC | History | No change | 10,024 | 658 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 9,910 | 645 | 0.41% | 0.4% | 105 | +200 | 2.06% | Q3 2026 | Oct 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 10,412 | 627 | 0.14% | 0.14% | 106 | +15 | 0.14% | Q3 2026 | Nov 03, 2026 |
| KFG LLC | History | New | 9,391 | 611 | 0.41% | — | 107 | +9,391 | New | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,050 | 586 | 0.0% | 0.0% | 108 | +2,811 | 45.06% | Q3 2026 | Oct 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8,997 | 585 | 0.13% | 0.14% | 109 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Vise Technologies, Inc. | History | New | 8,658 | 563 | 0.0% | — | 110 | +8,658 | New | Q3 2026 | Oct 28, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 8,490 | 556 | 0.35% | 0.35% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,369 | 549 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 8,155 | 534 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DBK Financial Counsel, LLC | History | No change | 7,925 | 516 | 0.41% | 0.44% | 114 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vestment Financial LLC | History | Added to | 7,869 | 508 | 0.23% | 0.23% | 115 | +55 | 0.7% | Q3 2026 | Oct 13, 2026 |
| Haven Private, LLC | History | Reduced | 7,700 | 501 | 0.2% | 0.27% | 116 | -3,097 | -28.68% | Q3 2026 | Oct 27, 2026 |
| National Wealth Management Group, LLC | History | New | 7,653 | 498 | 0.14% | — | 117 | +7,653 | New | Q3 2026 | Oct 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,555 | 492 | 0.0% | 0.0% | 119 | +4 | 0.05% | Q3 2026 | Oct 23, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 7,500 | 492 | 0.38% | 0.38% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | New | 7,460 | 485 | 0.02% | — | 120 | +7,460 | New | Q3 2026 | Oct 21, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 7,377 | 480 | 0.12% | 0.11% | 121 | +603 | 8.9% | Q3 2026 | Nov 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,348 | 479 | 0.0% | 0.0% | 122 | +3,111 | 73.42% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 7,086 | 464 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 7,099 | 462 | 0.0% | — | 124 | +7,099 | New | Q3 2026 | Oct 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,947 | 455 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,727 | 441 | 0.2% | 0.2% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WMG Financial Advisors, LLC | History | No change | 6,150 | 403 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pacific Asset Management, LLC | History | Added to | 6,117 | 398 | 0.2% | 0.2% | 128 | +30 | 0.49% | Q3 2026 | Oct 15, 2026 |
| marrick wealth, LLC | History | Reduced | 5,949 | 387 | 0.27% | 0.35% | 129 | -1,529 | -20.45% | Q3 2026 | Oct 20, 2026 |
| Indivisible Partners | History | New | 5,683 | 370 | 0.02% | — | 130 | +5,683 | New | Q3 2026 | Oct 26, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,604 | 367 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 5,490 | 360 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,270 | 345 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,188 | 340 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Reduced | 4,767 | 313 | 0.0% | 0.0% | 135 | -125 | -2.56% | Q3 2026 | Oct 08, 2026 |
| Nuveen, LLC | History | No change | 4,700 | 308 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Architects, LLC | History | No change | 4,710 | 306 | 0.16% | 0.15% | 137 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,357 | 285 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orcam Financial Group | History | No change | 4,070 | 266 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Powerhouse Assets LLC | History | Added to | 4,070 | 265 | 0.21% | 0.22% | 140 | +7 | 0.17% | Q3 2026 | Oct 19, 2026 |
| Evanson Financial, LLC | History | Added to | 3,990 | 259 | 0.01% | 0.01% | 142 | +617 | 18.29% | Q3 2026 | Oct 23, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 3,977 | 259 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,930 | 257 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 3,900 | 254 | 0.02% | — | 144 | +3,900 | New | Q3 2026 | Oct 22, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 3,891 | 253 | 0.06% | 0.08% | 145 | -1,812 | -31.77% | Q3 2026 | Oct 19, 2026 |
| MORGAN STANLEY | History | No change | 3,795 | 248 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plancorp, LLC | History | Reduced | 3,902 | 235 | 0.01% | 0.01% | 147 | -3 | -0.08% | Q3 2026 | Nov 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,561 | 233 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,505 | 229 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,492 | 227 | 0.04% | 0.04% | 151 | -1 | -0.03% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,472 | 227 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 3,163 | 206 | 0.16% | 0.16% | 152 | -15 | -0.47% | Q3 2026 | Nov 04, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,081 | 200 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,934 | 191 | 0.01% | 0.02% | 154 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,742 | 179 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,011 | 130 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,824 | 118 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 1,570 | 102 | 0.08% | 0.09% | 158 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BlackRock, Inc. | History | No change | 1,450 | 95 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,433 | 93 | 0.01% | 0.0% | 160 | +310 | 27.6% | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,263 | 82 | 0.03% | 0.04% | 161 | -76 | -5.68% | Q3 2026 | Oct 29, 2026 |
| FMR LLC | History | No change | 1,025 | 67 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 930 | 61 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 715 | 46 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trellis Wealth Advisors LLC | History | New | 647 | 42 | 0.01% | — | 165 | +647 | New | Q3 2026 | Oct 19, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 586 | 38 | 0.01% | 0.01% | 167 | +152 | 35.02% | Q3 2026 | Nov 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 590 | 38 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | Added to | 452 | 29 | 0.01% | 0.01% | 168 | +53 | 13.28% | Q3 2026 | Oct 21, 2026 |
| Bank of New Hampshire | History | No change | 423 | 27 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Community Bank, N.A. | History | No change | 392 | 25 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 373 | 24 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 340 | 22 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 312 | 20 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 232 | 15 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ASSETMARK, INC | History | Added to | 198 | 12 | 0.0% | 0.0% | 175 | +52 | 35.62% | Q3 2026 | Oct 21, 2026 |
| NorthAvenue LLC | History | No change | 189 | 12 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Atomic Invest LLC | History | No change | 181 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 134 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 121 | 7 | 0.0% | — | 180 | +121 | New | Q3 2026 | Oct 28, 2026 |
| REAP Financial Group, LLC | History | No change | 113 | 7 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 88 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHL GROUP, LLC | History | Added to | 60 | 3 | 0.0% | 0.0% | 189 | +3 | 5.26% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 60 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 48 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 16 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,705 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |