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 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,168,435 | 130,062 | 0.07% | 0.05% | 2 | +396,206 | 22.36% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,163,558 | 129,770 | 0.03% | 0.0% | 3 | +1,924,688 | 805.75% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | New | 1,777,392 | 106,607 | 0.72% | — | 4 | +1,777,392 | New | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 737,513 | 44,236 | 0.05% | 0.05% | 5 | +128 | 0.02% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 713,801 | 42,813 | 0.27% | — | 6 | +713,801 | New | Q1 2026 | Jun 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 389,659 | 23,371 | 1.34% | 1.3% | 7 | +11,588 | 3.07% | Q1 2026 | Apr 27, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 348,389 | 20,896 | 3.42% | 3.4% | 8 | +886 | 0.25% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 303,699 | 18,215 | 0.07% | 0.07% | 9 | -4,687 | -1.52% | Q1 2026 | May 11, 2026 |
| Meredith Wealth Planning | History | Added to | 285,808 | 17,142 | 4.64% | 4.86% | 10 | +5,651 | 2.02% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 245,163 | 14,704 | 0.02% | 0.02% | 11 | -2,673 | -1.08% | Q1 2026 | May 05, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 239,921 | 14,390 | 2.59% | 2.54% | 12 | +7,275 | 3.13% | Q1 2026 | May 06, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 230,797 | 13,843 | 1.71% | 2.02% | 13 | -68,361 | -22.85% | Q1 2026 | May 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 220,843 | 13,246 | 4.47% | 4.56% | 14 | +2,116 | 0.97% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 211,607 | 12,692 | 0.0% | 0.0% | 15 | +156,118 | 281.35% | Q1 2026 | May 15, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 196,445 | 11,780 | 2.34% | 2.26% | 16 | +11,701 | 6.33% | Q1 2026 | May 08, 2026 |
| BSW Wealth Partners | History | Reduced | 192,525 | 11,547 | 1.41% | 1.35% | 17 | -643 | -0.33% | Q1 2026 | Apr 14, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 184,571 | 11,070 | 4.44% | 3.97% | 18 | +26,744 | 16.95% | Q1 2026 | Apr 30, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 164,057 | 9,840 | 0.85% | 0.77% | 19 | +10,138 | 6.59% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 157,760 | 9,462 | 0.17% | 0.16% | 20 | +4,109 | 2.67% | Q1 2026 | Apr 10, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 152,170 | 9,165 | 2.08% | 1.82% | 21 | -54,214 | -26.27% | Q1 2026 | Apr 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 148,465 | 8,904 | 1.85% | 1.68% | 22 | +9,281 | 6.67% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Reduced | 147,702 | 8,859 | 2.05% | 1.93% | 23 | -4,520 | -2.97% | Q1 2026 | Apr 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 143,616 | 8,614 | 0.84% | 0.83% | 24 | -1,819 | -1.25% | Q1 2026 | Apr 29, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 134,484 | 8,066 | 6.43% | 7.0% | 25 | -9,705 | -6.73% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 123,381 | 7,400 | 0.0% | 0.0% | 26 | +92,356 | 297.68% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 118,009 | 7,078 | 4.02% | 4.14% | 27 | +15,796 | 15.45% | Q1 2026 | May 12, 2026 |
| Summit Portfolio Management, LTD. | History | New | 109,000 | 6,537 | 4.21% | — | 28 | +109,000 | New | Q1 2026 | Apr 30, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 108,720 | 6,521 | 0.67% | 0.52% | 29 | +21,263 | 24.31% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 105,096 | 6,303 | 0.1% | 0.03% | 30 | +85,243 | 429.37% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 104,576 | 6,288 | 0.06% | 0.08% | 31 | -18,485 | -15.02% | Q1 2026 | Apr 07, 2026 |
| ATLas Financial Planning LLC | History | Added to | 100,141 | 6,006 | 5.39% | 5.5% | 32 | +3,990 | 4.15% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 95,226 | 5,711 | 0.14% | 0.13% | 33 | -4,060 | -4.09% | Q1 2026 | May 15, 2026 |
| Oceanside Advisors LLC | History | Added to | 93,490 | 5,607 | 3.2% | 3.26% | 34 | +1,284 | 1.39% | Q1 2026 | Apr 28, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 91,017 | 5,459 | 3.68% | 3.52% | 35 | +5,753 | 6.75% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 87,781 | 5,265 | 0.05% | 0.07% | 36 | -5,300 | -5.69% | Q1 2026 | May 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 86,044 | 5,160 | 2.05% | 2.18% | 37 | -5,467 | -5.97% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 80,172 | 4,809 | 0.04% | 0.04% | 38 | +7,516 | 10.34% | Q1 2026 | Apr 07, 2026 |
| Greenspring Advisors, LLC | History | Added to | 78,157 | 4,687 | 0.29% | 0.27% | 39 | +2,915 | 3.87% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 71,633 | 4,296 | 0.24% | 0.25% | 40 | -665 | -0.92% | Q1 2026 | Apr 30, 2026 |
| Northland Capital Management LLC | History | Added to | 71,412 | 4,283 | 2.34% | 2.19% | 41 | +4,377 | 6.53% | Q1 2026 | Apr 21, 2026 |
| MB Generational Wealth, LLC | History | Added to | 71,397 | 4,282 | 2.37% | 2.19% | 42 | +574 | 0.81% | Q1 2026 | May 04, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 67,743 | 4,063 | 0.34% | 0.35% | 43 | -960 | -1.4% | Q1 2026 | May 05, 2026 |
| EJMK Ventures LLC | History | Added to | 66,619 | 3,995 | 2.23% | 1.15% | 44 | +34,671 | 108.52% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Added to | 65,610 | 3,935 | 0.01% | 0.01% | 45 | +887 | 1.37% | Q1 2026 | May 15, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 64,763 | 3,884 | 1.71% | 1.49% | 46 | +2,793 | 4.51% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | No change | 62,973 | 3,777 | 0.18% | 0.16% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 62,813 | 3,767 | 0.01% | 0.01% | 48 | -7,799 | -11.04% | Q1 2026 | May 04, 2026 |
| Trailhead Planners LLC | History | Added to | 55,224 | 3,312 | 3.18% | 3.07% | 49 | +1,571 | 2.93% | Q1 2026 | May 06, 2026 |
| ENTREWEALTH, LLC | History | Added to | 55,160 | 3,308 | 1.48% | 1.45% | 50 | +4,619 | 9.14% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,801 | 3,286 | 0.0% | 0.0% | 51 | +20,522 | 59.87% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 54,355 | 3,260 | 0.0% | 0.0% | 52 | +46,166 | 563.76% | Q1 2026 | May 07, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 51,222 | 3,072 | 1.03% | 1.13% | 53 | -181 | -0.35% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 46,094 | 2,904 | 0.09% | 0.1% | 54 | -52 | -0.11% | Q1 2026 | Apr 09, 2026 |
| Creative Planning | History | Reduced | 46,918 | 2,814 | 0.0% | 0.0% | 55 | -2,396 | -4.86% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 46,411 | 2,783 | 0.0% | 0.0% | 56 | +9,903 | 27.13% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 44,154 | 2,648 | 0.03% | 0.03% | 57 | +281 | 0.64% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 41,442 | 2,485 | 0.0% | — | 58 | +41,442 | New | Q1 2026 | May 15, 2026 |
| Gibson Capital, LLC | History | Reduced | 36,620 | 2,196 | 0.41% | 0.4% | 59 | -405 | -1.09% | Q1 2026 | Apr 17, 2026 |
| CoreFirst Bank & Trust | History | Added to | 32,922 | 1,974 | 1.05% | 1.04% | 60 | +42 | 0.13% | Q1 2026 | Jun 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,426 | 1,944 | 0.0% | 0.0% | 61 | +11,287 | 53.39% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 32,191 | 1,890 | 0.0% | 0.0% | 62 | +10,692 | 49.73% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 30,684 | 1,840 | 0.0% | — | 63 | +30,684 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 30,395 | 1,823 | 0.03% | 0.02% | 64 | +8,796 | 40.72% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,076 | 1,743 | 0.01% | 0.01% | 65 | +2,864 | 10.93% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,306 | 1,697 | 0.0% | 0.0% | 66 | +4,532 | 19.06% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 25,103 | 1,505 | 0.1% | 0.09% | 67 | +1,713 | 7.32% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,012 | 1,440 | 0.0% | 0.0% | 68 | +3,403 | 16.51% | Q1 2026 | Apr 27, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 23,650 | 1,418 | 0.31% | 0.31% | 69 | -550 | -2.27% | Q1 2026 | Apr 13, 2026 |
| ENZI WEALTH | History | Reduced | 22,476 | 1,348 | 0.47% | 0.54% | 70 | -2,698 | -10.72% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,279 | 1,276 | 0.07% | 0.06% | 71 | +3,680 | 20.91% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 20,760 | 1,245 | 0.09% | 0.08% | 72 | +1,319 | 6.78% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | Reduced | 20,448 | 1,226 | 0.09% | 0.08% | 73 | -141 | -0.68% | Q1 2026 | May 29, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 20,350 | 1,220 | 0.01% | 0.01% | 74 | -1,975 | -8.85% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 19,081 | 1,144 | 0.41% | 0.4% | 75 | +507 | 2.73% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 18,788 | 1,126 | 0.0% | — | 76 | +18,788 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 17,948 | 1,076 | 0.07% | 0.02% | 77 | +12,511 | 230.11% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,378 | 1,042 | 0.06% | 0.06% | 78 | -1,171 | -6.31% | Q1 2026 | Apr 29, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 17,165 | 1,029 | 0.15% | 0.15% | 79 | -108 | -0.63% | Q1 2026 | May 05, 2026 |
| WorthPointe, LLC | History | Added to | 16,619 | 996 | 0.27% | 0.09% | 80 | +10,858 | 188.47% | Q1 2026 | May 12, 2026 |
| LAM GROUP, INC. | History | Added to | 16,360 | 981 | 0.54% | 0.45% | 81 | +2,800 | 20.65% | Q1 2026 | Apr 22, 2026 |
| Sensible Money, LLC | History | Added to | 16,339 | 980 | 0.3% | 0.3% | 82 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| True Wealth Design, LLC | History | Added to | 16,250 | 974 | 0.27% | 0.27% | 83 | +518 | 3.29% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,079 | 904 | 0.03% | 0.03% | 84 | +477 | 3.27% | Q1 2026 | Apr 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 14,596 | 875 | 0.01% | 0.01% | 85 | -600 | -3.95% | Q1 2026 | Apr 23, 2026 |
| Breakwater Capital Group | History | Added to | 14,311 | 858 | 0.11% | 0.11% | 86 | +1,058 | 7.98% | Q1 2026 | Apr 20, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 13,047 | 827 | 0.1% | 0.04% | 87 | +8,273 | 173.29% | Q1 2026 | Apr 22, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 12,438 | 746 | 0.19% | 0.2% | 88 | +76 | 0.61% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,334 | 739 | 0.07% | 0.09% | 89 | +125 | 1.02% | Q1 2026 | Apr 06, 2026 |
| Cloud Capital Management, LLC | History | Added to | 12,116 | 726 | 0.32% | 0.25% | 90 | +3,183 | 35.63% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Added to | 11,747 | 704 | 0.31% | 0.23% | 91 | +2,862 | 32.21% | Q1 2026 | May 05, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 11,263 | 675 | 0.09% | — | 92 | +11,263 | New | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 9,674 | 640 | 0.14% | 0.15% | 93 | -6 | -0.06% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 10,575 | 634 | 0.0% | 0.0% | 94 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 10,418 | 624 | 0.0% | — | 95 | +10,418 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | New | 10,371 | 622 | 0.0% | — | 96 | +10,371 | New | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,345 | 620 | 0.0% | 0.0% | 97 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 10,255 | 615 | 0.0% | 0.0% | 98 | +1,793 | 21.19% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 9,555 | 573 | 0.43% | 0.44% | 99 | -275 | -2.8% | Q1 2026 | Jun 03, 2026 |
| Vestment Financial LLC | History | Reduced | 8,385 | 549 | 0.26% | 0.27% | 100 | -429 | -4.87% | Q1 2026 | May 01, 2026 |
| marrick wealth, LLC | History | No change | 9,098 | 545 | 0.46% | 0.43% | 101 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HB Wealth Management, LLC | History | No change | 8,811 | 528 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MCF Advisors LLC | History | Reduced | 8,670 | 520 | 0.02% | 0.03% | 103 | -676 | -7.23% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,610 | 516 | 0.34% | 0.34% | 104 | +110 | 1.29% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 8,315 | 498 | 0.01% | 0.0% | 105 | +2,516 | 43.39% | Q1 2026 | May 15, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 7,880 | 472 | 0.32% | 0.3% | 106 | +400 | 5.35% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,595 | 455 | 0.0% | 0.0% | 107 | +2,011 | 36.01% | Q1 2026 | May 08, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | New | 7,400 | 430 | 0.38% | — | 108 | +7,400 | New | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | New | 6,884 | 412 | 0.0% | — | 109 | +6,884 | New | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 6,869 | 406 | 0.33% | 0.33% | 110 | +686 | 11.09% | Q1 2026 | Mar 31, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,726 | 403 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,586 | 395 | 0.05% | — | 112 | +6,586 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,237 | 374 | 0.0% | — | 113 | +6,237 | New | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,187 | 372 | 0.06% | 0.06% | 114 | +332 | 5.67% | Q1 2026 | Apr 14, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 6,150 | 368 | 0.15% | 0.22% | 115 | -3,000 | -32.79% | Q1 2026 | Apr 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 6,112 | 366 | 0.1% | 0.1% | 116 | +48 | 0.79% | Q1 2026 | May 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 6,069 | 364 | 0.2% | 0.21% | 117 | +2 | 0.03% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,504 | 330 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 5,490 | 329 | 0.14% | 0.13% | 119 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Powerhouse Assets LLC | History | Added to | 5,411 | 324 | 0.28% | 0.24% | 120 | +701 | 14.88% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 4,861 | 320 | 0.0% | 0.01% | 121 | +155 | 3.29% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,274 | 316 | 0.01% | 0.01% | 122 | +425 | 8.76% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 5,153 | 309 | 0.0% | — | 123 | +5,153 | New | Q1 2026 | May 06, 2026 |
| Financial Architects, LLC | History | No change | 4,710 | 282 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,332 | 259 | 0.0% | 0.0% | 125 | +1,370 | 46.25% | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | Added to | 3,905 | 247 | 0.01% | 0.01% | 126 | +345 | 9.69% | Q1 2026 | Apr 14, 2026 |
| Life Planning Partners, Inc | History | No change | 4,130 | 247 | 0.19% | 0.18% | 127 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Orcam Financial Group | History | Added to | 4,042 | 242 | 0.17% | 0.18% | 128 | +4 | 0.1% | Q1 2026 | May 12, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 3,977 | 238 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 3,939 | 236 | 0.03% | 0.03% | 130 | -380 | -8.8% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 3,585 | 215 | 0.01% | — | 131 | +3,585 | New | Q1 2026 | May 14, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 3,428 | 205 | 0.17% | — | 132 | +3,428 | New | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 3,353 | 201 | 0.04% | — | 133 | +3,353 | New | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 3,347 | 200 | 0.0% | 0.0% | 134 | +415 | 14.15% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,977 | 178 | 0.0% | 0.0% | 135 | +1,578 | 112.79% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,934 | 175 | 0.02% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,725 | 163 | 0.01% | 0.01% | 137 | +3 | 0.11% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 2,011 | 120 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,999 | 119 | 0.0% | 0.0% | 139 | +1,937 | 3124.19% | Q1 2026 | May 01, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 1,570 | 94 | 0.09% | — | 140 | +1,570 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,346 | 80 | 0.0% | 0.0% | 141 | +1,231 | 1070.43% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,123 | 67 | 0.01% | 0.0% | 142 | -12 | -1.06% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,075 | 64 | 0.0% | 0.0% | 143 | +967 | 895.37% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 931 | 55 | 0.0% | 0.0% | 145 | +693 | 291.18% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | No change | 930 | 55 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | New | 784 | 47 | 0.03% | — | 146 | +784 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 766 | 45 | 0.0% | — | 147 | +766 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 707 | 41 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 590 | 35 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Reduced | 423 | 25 | 0.01% | 0.01% | 150 | -1 | -0.24% | Q1 2026 | Apr 13, 2026 |
| Community Bank, N.A. | History | New | 392 | 23 | 0.0% | — | 151 | +392 | New | Q1 2026 | May 12, 2026 |
| Kings Path Partners LLC | History | No change | 375 | 21 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | Jul 14, 2026 |
| WealthCollab, LLC | History | No change | 340 | 20 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | No change | 268 | 16 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 256 | 14 | 0.0% | 0.0% | 155 | -10 | -3.76% | Q1 2026 | May 13, 2026 |
| NorthAvenue LLC | History | No change | 189 | 11 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 150 | 9 | 0.0% | — | 157 | +150 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 134 | 8 | 0.0% | — | 158 | +134 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 124 | 7 | 0.0% | — | 159 | +124 | New | Q1 2026 | Jul 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 87 | 5 | 0.0% | 0.0% | 160 | +25 | 40.32% | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 59 | 3 | 0.0% | 0.0% | 164 | -672 | -91.93% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 166 | -12 | -20.0% | Q1 2026 | May 11, 2026 |
| RHL GROUP, LLC | History | Added to | 41 | 2 | 0.0% | 0.0% | 167 | +5 | 13.89% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 17 | 1 | 0.0% | — | 168 | +1 | 6.25% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -51,550 | -100.0% | Q1 2026 | Apr 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 1.96% | — | -50,525 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,588 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,796 | -100.0% | Q1 2026 | May 11, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,578 | -100.0% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,324 | -100.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -222 | -97.8% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 06, 2026 |