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 | 2,605,120 | 170,895 | 3.07% | 3.14% | 1 | +19,234 | 0.74% | Q2 2026 | Jul 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,499,305 | 163,954 | 0.07% | 0.07% | 2 | +330,870 | 15.26% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,251,639 | 147,707 | 0.03% | 0.03% | 3 | +88,081 | 4.07% | Q2 2026 | Aug 03, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,816,551 | 119,165 | 0.71% | 0.72% | 4 | +39,159 | 2.2% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Reduced | 709,779 | 46,561 | 0.05% | 0.05% | 5 | -27,734 | -3.76% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | Reduced | 695,217 | 45,606 | 0.24% | 0.27% | 6 | -18,584 | -2.6% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | Added to | 397,745 | 26,092 | 1.33% | 1.34% | 7 | +8,086 | 2.08% | Q2 2026 | Jul 23, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 353,764 | 23,206 | 3.46% | 3.42% | 8 | +5,375 | 1.54% | Q2 2026 | Jul 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 300,914 | 19,739 | 0.06% | 0.07% | 9 | -2,785 | -0.92% | Q2 2026 | Aug 13, 2026 |
| Meredith Wealth Planning | History | Added to | 289,074 | 18,963 | 4.48% | 4.64% | 10 | +3,266 | 1.14% | Q2 2026 | Jul 24, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 259,889 | 17,048 | 2.61% | 2.59% | 11 | +19,968 | 8.32% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 247,057 | 16,206 | 0.02% | 0.02% | 12 | +1,894 | 0.77% | Q2 2026 | Aug 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 221,780 | 14,548 | 4.33% | 4.47% | 13 | +937 | 0.42% | Q2 2026 | Aug 04, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 211,649 | 13,884 | 2.4% | 2.34% | 14 | +15,204 | 7.74% | Q2 2026 | Jul 27, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 208,886 | 13,702 | 4.7% | 4.44% | 15 | +24,315 | 13.17% | Q2 2026 | Aug 05, 2026 |
| BSW Wealth Partners | History | Reduced | 186,691 | 12,246 | 1.36% | 1.41% | 16 | -5,834 | -3.03% | Q2 2026 | Jul 15, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 178,419 | 11,704 | 1.16% | 1.71% | 17 | -52,378 | -22.69% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 165,169 | 10,835 | 0.17% | 0.17% | 18 | +7,409 | 4.7% | Q2 2026 | Aug 07, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 157,946 | 10,361 | 0.81% | 0.85% | 19 | -6,111 | -3.72% | Q2 2026 | Jul 06, 2026 |
| Austin Wealth Management, LLC | History | Added to | 160,147 | 10,078 | 2.13% | 2.08% | 20 | +7,977 | 5.24% | Q2 2026 | Jul 22, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 149,666 | 9,818 | 1.87% | 1.85% | 21 | +1,201 | 0.81% | Q2 2026 | Aug 07, 2026 |
| Apeiron RIA LLC | History | Added to | 148,713 | 9,755 | 2.5% | 2.05% | 22 | +1,011 | 0.68% | Q2 2026 | Jul 16, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 141,820 | 9,303 | 0.82% | 0.84% | 23 | -1,796 | -1.25% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 134,785 | 8,841 | 0.0% | 0.0% | 24 | +11,404 | 9.24% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 133,744 | 8,773 | 4.08% | 4.02% | 25 | +15,735 | 13.33% | Q2 2026 | Aug 03, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 132,338 | 8,681 | 0.75% | 0.67% | 26 | +23,618 | 21.72% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 129,351 | 8,485 | 0.02% | 0.01% | 27 | +66,538 | 105.93% | Q2 2026 | Aug 07, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 126,665 | 8,309 | 6.11% | 6.43% | 28 | -7,819 | -5.81% | Q2 2026 | Jul 31, 2026 |
| Diversified Portfolios, Inc. | History | New | 117,421 | 7,702 | 0.56% | — | 29 | +117,421 | New | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 114,171 | 7,489 | 0.06% | 0.06% | 30 | +9,595 | 9.18% | Q2 2026 | Jul 17, 2026 |
| EJMK Ventures LLC | History | Added to | 110,433 | 7,244 | 3.29% | 2.23% | 31 | +43,814 | 65.77% | Q2 2026 | Aug 06, 2026 |
| ATLas Financial Planning LLC | History | Added to | 103,464 | 6,787 | 5.5% | 5.39% | 32 | +3,323 | 3.32% | Q2 2026 | Jul 22, 2026 |
| Summit Portfolio Management, LTD. | History | No change | 109,000 | 6,537 | 4.21% | 4.21% | 33 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 96,793 | 6,349 | 0.0% | 0.0% | 34 | +41,992 | 76.63% | Q2 2026 | Aug 14, 2026 |
| Oceanside Advisors LLC | History | Added to | 96,076 | 6,302 | 3.18% | 3.2% | 35 | +2,586 | 2.77% | Q2 2026 | Jul 27, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 95,365 | 6,255 | 3.65% | 3.68% | 36 | +4,348 | 4.78% | Q2 2026 | Jul 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 92,431 | 6,063 | 0.04% | 0.04% | 37 | +12,259 | 15.29% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 92,248 | 6,051 | 0.11% | 0.14% | 38 | -2,978 | -3.13% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 89,129 | 5,846 | 0.05% | 0.05% | 39 | +1,348 | 1.54% | Q2 2026 | Aug 06, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 87,332 | 5,728 | 2.05% | 2.05% | 40 | +1,288 | 1.5% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 85,952 | 5,638 | 0.0% | 0.0% | 41 | +31,597 | 58.13% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 80,618 | 5,288 | 0.01% | 0.0% | 42 | +61,830 | 329.09% | Q2 2026 | Aug 13, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 77,619 | 5,091 | 0.28% | 0.29% | 43 | -538 | -0.69% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 77,365 | 5,075 | 0.0% | 0.0% | 44 | +30,954 | 66.7% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 74,237 | 4,869 | 0.16% | 0.24% | 45 | +2,604 | 3.64% | Q2 2026 | Aug 06, 2026 |
| MB Generational Wealth, LLC | History | Added to | 71,940 | 4,719 | 2.31% | 2.37% | 46 | +543 | 0.76% | Q2 2026 | Jul 31, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 67,181 | 4,407 | 0.33% | 0.34% | 47 | -562 | -0.83% | Q2 2026 | Aug 07, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 66,302 | 4,349 | 1.67% | 1.71% | 48 | +1,539 | 2.38% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Reduced | 65,415 | 4,291 | 0.01% | 0.01% | 49 | -195 | -0.3% | Q2 2026 | Aug 27, 2026 |
| CSS LLC/IL | History | No change | 62,973 | 4,131 | 0.16% | 0.18% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 61,495 | 4,034 | 0.06% | — | 51 | +61,495 | New | Q2 2026 | Jul 28, 2026 |
| ENTREWEALTH, LLC | History | Added to | 60,900 | 3,952 | 1.46% | 1.48% | 52 | +5,740 | 10.41% | Q2 2026 | Aug 13, 2026 |
| Northland Capital Management LLC | History | Reduced | 59,145 | 3,879 | 2.09% | 2.34% | 53 | -12,267 | -17.18% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 55,726 | 3,655 | 0.0% | 0.0% | 54 | -155,881 | -73.67% | Q2 2026 | Sep 02, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 52,320 | 3,432 | 2.13% | — | 55 | +52,320 | New | Q2 2026 | Jul 14, 2026 |
| Trailhead Planners LLC | History | Reduced | 50,126 | 3,288 | 3.18% | 3.18% | 56 | -5,098 | -9.23% | Q2 2026 | Aug 06, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 48,114 | 3,156 | 0.91% | 1.03% | 57 | -3,108 | -6.07% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | Added to | 46,577 | 3,056 | 0.08% | 0.09% | 58 | +483 | 1.05% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | Reduced | 46,433 | 3,046 | 0.0% | 0.0% | 59 | -485 | -1.03% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 44,675 | 2,930 | 0.02% | 0.03% | 60 | +521 | 1.18% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,385 | 2,466 | 0.0% | 0.0% | 61 | +6,194 | 19.24% | Q2 2026 | Aug 14, 2026 |
| Gibson Capital, LLC | History | Reduced | 36,601 | 2,401 | 0.39% | 0.41% | 62 | -19 | -0.05% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,366 | 2,320 | 0.0% | 0.0% | 63 | +7,060 | 24.94% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,754 | 2,214 | 0.0% | 0.0% | 64 | +1,328 | 4.1% | Q2 2026 | Aug 14, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 32,902 | 2,158 | 1.07% | 1.05% | 65 | -20 | -0.06% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 28,996 | 1,902 | 0.02% | 0.03% | 66 | -1,399 | -4.6% | Q2 2026 | Aug 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 25,675 | 1,684 | 0.1% | 0.1% | 67 | +572 | 2.28% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,130 | 1,648 | 0.0% | 0.0% | 68 | +1,118 | 4.66% | Q2 2026 | Jul 29, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 24,751 | 1,623 | 0.23% | 0.15% | 69 | +7,586 | 44.19% | Q2 2026 | Jul 16, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 23,655 | 1,551 | 0.32% | 0.31% | 70 | +5 | 0.02% | Q2 2026 | Jul 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 23,070 | 1,513 | 0.07% | 0.07% | 71 | +1,791 | 8.42% | Q2 2026 | Jul 31, 2026 |
| WorthPointe, LLC | History | Added to | 22,931 | 1,504 | 0.38% | 0.27% | 72 | +6,312 | 37.98% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,235 | 1,458 | 0.0% | 0.01% | 73 | -6,841 | -23.53% | Q2 2026 | Jul 28, 2026 |
| Freestone Capital Holdings, LLC | History | New | 21,869 | 1,434 | 0.04% | — | 74 | +21,869 | New | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,020 | 1,378 | 0.09% | 0.09% | 75 | +260 | 1.25% | Q2 2026 | Jul 23, 2026 |
| Asset Dedication, LLC | History | No change | 20,448 | 1,341 | 0.08% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 20,413 | 1,339 | 0.13% | 0.1% | 77 | +7,366 | 56.46% | Q2 2026 | Jul 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,350 | 1,334 | 0.0% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENZI WEALTH | History | Reduced | 20,581 | 1,321 | 0.42% | 0.47% | 79 | -1,895 | -8.43% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 19,898 | 1,305 | 0.07% | 0.07% | 80 | +1,950 | 10.86% | Q2 2026 | Jul 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 19,316 | 1,267 | 0.39% | 0.41% | 81 | +235 | 1.23% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 19,047 | 1,249 | 0.11% | 0.07% | 82 | +6,713 | 54.43% | Q2 2026 | Jul 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 18,673 | 1,224 | 0.02% | 0.1% | 83 | -86,423 | -82.23% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,132 | 1,189 | 0.0% | 0.0% | 84 | -23,310 | -56.25% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,710 | 1,161 | 0.03% | 0.03% | 85 | +2,631 | 17.45% | Q2 2026 | Jul 06, 2026 |
| LAM GROUP, INC. | History | Added to | 16,910 | 1,109 | 0.55% | 0.54% | 86 | +550 | 3.36% | Q2 2026 | Jul 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 16,777 | 1,100 | 0.05% | 0.06% | 87 | -601 | -3.46% | Q2 2026 | Jul 23, 2026 |
| Sensible Money, LLC | History | Added to | 16,341 | 1,071 | 0.28% | 0.3% | 88 | +2 | 0.01% | Q2 2026 | Jul 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 16,100 | 1,056 | 0.25% | 0.27% | 89 | -150 | -0.92% | Q2 2026 | Jul 16, 2026 |
| Forum Financial Management, LP | History | No change | 14,596 | 957 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Breakwater Capital Group | History | Added to | 14,387 | 943 | 0.11% | 0.11% | 91 | +76 | 0.53% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | New | 13,791 | 904 | 0.0% | — | 92 | +13,791 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 13,387 | 877 | 0.09% | — | 93 | +13,387 | New | Q2 2026 | Aug 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 13,018 | 853 | 0.31% | 0.32% | 94 | +902 | 7.44% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | New | 12,899 | 846 | 0.02% | — | 95 | +12,899 | New | Q2 2026 | Aug 07, 2026 |
| M Wealth Management, LLC | History | New | 12,500 | 820 | 0.64% | — | 96 | +12,500 | New | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 12,190 | 799 | 0.18% | 0.19% | 97 | -248 | -1.99% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | Added to | 11,940 | 771 | 0.51% | 0.33% | 98 | +5,071 | 73.82% | Q2 2026 | Aug 18, 2026 |
| Haven Private, LLC | History | Reduced | 10,797 | 708 | 0.27% | 0.31% | 99 | -950 | -8.09% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | Added to | 10,729 | 703 | 0.0% | 0.0% | 100 | +154 | 1.46% | Q2 2026 | Aug 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 10,588 | 694 | 0.08% | 0.09% | 101 | -675 | -5.99% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,502 | 688 | 0.0% | 0.0% | 102 | +157 | 1.52% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,481 | 687 | 0.0% | 0.0% | 103 | +110 | 1.06% | Q2 2026 | Jul 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 10,433 | 684 | 0.09% | 0.06% | 104 | +4,246 | 68.63% | Q2 2026 | Jul 14, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 10,397 | 664 | 0.14% | 0.14% | 105 | +723 | 7.47% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | Reduced | 10,024 | 658 | 0.0% | 0.0% | 106 | -231 | -2.25% | Q2 2026 | Aug 14, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 9,710 | 636 | 0.4% | 0.32% | 107 | +1,830 | 23.22% | Q2 2026 | Jul 27, 2026 |
| Creative Capital Management Investments LLC | History | New | 8,997 | 590 | 0.14% | — | 108 | +8,997 | New | Q2 2026 | Jul 24, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 8,490 | 556 | 0.35% | 0.34% | 109 | -120 | -1.39% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,369 | 549 | 0.0% | 0.0% | 110 | +774 | 10.19% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | Reduced | 8,155 | 534 | 0.01% | 0.01% | 111 | -160 | -1.92% | Q2 2026 | Aug 12, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 7,925 | 519 | 0.44% | 0.43% | 112 | -1,630 | -17.06% | Q2 2026 | Jul 21, 2026 |
| Vestment Financial LLC | History | Reduced | 7,814 | 506 | 0.23% | 0.26% | 113 | -571 | -6.81% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | Reduced | 7,551 | 495 | 0.0% | 0.0% | 114 | -1,260 | -14.3% | Q2 2026 | Jul 29, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 7,500 | 492 | 0.38% | 0.38% | 115 | +100 | 1.35% | Q2 2026 | Jul 24, 2026 |
| marrick wealth, LLC | History | Reduced | 7,478 | 490 | 0.35% | 0.46% | 116 | -1,620 | -17.81% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | Added to | 7,086 | 464 | 0.0% | 0.0% | 117 | +202 | 2.93% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,947 | 455 | 0.0% | 0.0% | 118 | +2,615 | 60.36% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 6,774 | 444 | 0.11% | 0.1% | 119 | +662 | 10.83% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 6,727 | 441 | 0.2% | 0.18% | 120 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,239 | 409 | 0.0% | 0.0% | 121 | +2 | 0.03% | Q2 2026 | Jul 15, 2026 |
| WMG Financial Advisors, LLC | History | No change | 6,150 | 403 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacific Asset Management, LLC | History | Added to | 6,087 | 399 | 0.2% | 0.2% | 123 | +18 | 0.3% | Q2 2026 | Jul 27, 2026 |
| Freedom Day Solutions, LLC | History | New | 5,703 | 374 | 0.08% | — | 124 | +5,703 | New | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,604 | 367 | 0.01% | 0.01% | 125 | +330 | 6.26% | Q2 2026 | Aug 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 5,490 | 360 | 0.13% | 0.14% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,270 | 345 | 0.0% | 0.0% | 127 | -234 | -4.25% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,188 | 340 | 0.0% | 0.0% | 128 | +35 | 0.68% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 4,892 | 316 | 0.0% | 0.0% | 129 | +31 | 0.64% | Q2 2026 | Jul 08, 2026 |
| Nuveen, LLC | History | New | 4,700 | 308 | 0.0% | — | 131 | +4,700 | New | Q2 2026 | Aug 11, 2026 |
| Financial Architects, LLC | History | No change | 4,710 | 308 | 0.15% | 0.15% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,357 | 285 | 0.0% | — | 132 | +4,357 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,237 | 278 | 0.0% | — | 133 | +4,237 | New | Q2 2026 | Jul 27, 2026 |
| Powerhouse Assets LLC | History | Reduced | 4,063 | 266 | 0.22% | 0.28% | 134 | -1,348 | -24.91% | Q2 2026 | Jul 23, 2026 |
| Orcam Financial Group | History | Added to | 4,070 | 266 | 0.13% | 0.17% | 135 | +28 | 0.69% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 3,977 | 260 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,930 | 257 | 0.0% | — | 137 | +3,930 | New | Q2 2026 | Aug 18, 2026 |
| Plancorp, LLC | History | No change | 3,905 | 250 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,795 | 248 | 0.0% | 0.0% | 139 | +448 | 13.39% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,561 | 233 | 0.01% | 0.01% | 140 | -24 | -0.67% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | New | 3,505 | 229 | 0.0% | — | 142 | +3,505 | New | Q2 2026 | Aug 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,493 | 229 | 0.04% | 0.04% | 141 | +140 | 4.18% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,472 | 227 | 0.0% | 0.0% | 143 | +495 | 16.63% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | New | 3,373 | 221 | 0.01% | — | 144 | +3,373 | New | Q2 2026 | Jul 07, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 3,178 | 208 | 0.16% | 0.17% | 145 | -250 | -7.29% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,081 | 202 | 0.01% | — | 146 | +3,081 | New | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,934 | 192 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,742 | 179 | 0.01% | 0.01% | 148 | +17 | 0.62% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | Reduced | 2,705 | 177 | 0.01% | 0.02% | 149 | -5,965 | -68.8% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,011 | 131 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,824 | 119 | 0.0% | 0.0% | 151 | -175 | -8.75% | Q2 2026 | Aug 05, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 1,570 | 102 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | New | 1,450 | 95 | 0.0% | — | 153 | +1,450 | New | Q2 2026 | Aug 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,339 | 87 | 0.04% | 0.03% | 154 | +555 | 70.79% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,123 | 73 | 0.0% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FMR LLC | History | Reduced | 1,025 | 67 | 0.0% | 0.0% | 156 | -321 | -23.85% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 930 | 61 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 715 | 46 | 0.0% | 0.0% | 158 | +459 | 179.3% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 590 | 38 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 434 | 28 | 0.01% | 0.0% | 160 | +284 | 189.33% | Q2 2026 | Aug 03, 2026 |
| Bank of New Hampshire | History | No change | 423 | 27 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kings Path Partners LLC | History | Added to | 399 | 26 | 0.01% | 0.01% | 162 | +18 | 4.72% | Q2 2026 | Jul 14, 2026 |
| Community Bank, N.A. | History | No change | 392 | 25 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 373 | 24 | 0.0% | — | 164 | +373 | New | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 340 | 22 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 312 | 20 | 0.0% | — | 166 | +312 | New | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 268 | 16 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Catherine Avery Investment Management LLC | History | New | 232 | 15 | 0.01% | — | 168 | +232 | New | Q2 2026 | Jul 27, 2026 |
| NorthAvenue LLC | History | No change | 189 | 12 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | New | 146 | 9 | 0.0% | — | 170 | +146 | New | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 134 | 8 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | New | 113 | 7 | 0.0% | — | 172 | +113 | New | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 105 | 6 | 0.0% | — | 173 | +105 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 88 | 5 | 0.0% | 0.0% | 174 | +1 | 1.15% | Q2 2026 | Aug 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 60 | 3 | 0.0% | 0.0% | 177 | -64 | -51.61% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 51 | 3 | 0.0% | — | 181 | +51 | New | Q2 2026 | Jul 08, 2026 |
| Global Retirement Partners, LLC | History | New | 50 | 3 | 0.0% | — | 180 | +50 | New | Q2 2026 | Aug 06, 2026 |
| RHL GROUP, LLC | History | Added to | 57 | 3 | 0.0% | 0.0% | 179 | +16 | 39.02% | Q2 2026 | Aug 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 48 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 16 | 1 | 0.0% | 0.0% | 182 | -915 | -98.28% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 183 | -74 | -82.22% | Q2 2026 | Aug 17, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,684 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,418 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,586 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Life Planning Partners, Inc | History | Closed out | 0 | 0 | — | 0.19% | — | -4,130 | -100.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,939 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,075 | -100.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -766 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -44 | -74.58% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 9 | 0 | — | 0.0% | — | -8 | -47.06% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |