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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 102,213 | 5,960,437 | 4.14% | — | 1 | +102,213 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,772,229 | 103,338 | 0.05% | 0.05% | 2 | +187,114 | 11.8% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 737,385 | 42,996 | 0.05% | 0.07% | 3 | -63,085 | -7.88% | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 378,071 | 22,045 | 1.3% | 0.99% | 4 | +218,989 | 137.66% | Q4 2025 | Jan 27, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 347,503 | 20,262 | 3.4% | 3.38% | 5 | +1,214 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 308,386 | 17,981 | 0.07% | — | 6 | +308,386 | New | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 299,158 | 17,443 | 2.02% | 1.4% | 7 | +108,113 | 56.59% | Q4 2025 | Feb 13, 2026 |
| Meredith Wealth Planning | History | Added to | 280,157 | 16,335 | 4.86% | 5.06% | 8 | +1,802 | 0.65% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 247,836 | 14,451 | 0.02% | 0.02% | 9 | +940 | 0.38% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 238,870 | 13,928 | 0.0% | 0.0% | 10 | +10,057 | 4.4% | Q4 2025 | Feb 10, 2026 |
| Three Arch Wealth Management LLC | History | New | 232,646 | 13,565 | 2.54% | — | 11 | +232,646 | New | Q4 2025 | Feb 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 218,727 | 12,753 | 4.56% | 4.38% | 12 | +227 | 0.1% | Q4 2025 | Jan 16, 2026 |
| Austin Wealth Management, LLC | History | Added to | 206,384 | 12,292 | 1.82% | 1.72% | 13 | +17,170 | 9.07% | Q4 2025 | Jan 26, 2026 |
| BSW Wealth Partners | History | Reduced | 193,168 | 11,263 | 1.35% | 1.43% | 14 | -7,209 | -3.6% | Q4 2025 | Jan 23, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 184,744 | 10,772 | 2.26% | 2.25% | 15 | +14,411 | 8.46% | Q4 2025 | Feb 03, 2026 |
| Apeiron RIA LLC | History | Added to | 152,222 | 9,507 | 1.93% | 1.83% | 16 | +9,268 | 6.48% | Q4 2025 | Feb 03, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 157,827 | 9,202 | 3.97% | 4.32% | 17 | +21,288 | 15.59% | Q4 2025 | Feb 09, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 153,919 | 8,975 | 0.77% | 0.8% | 18 | -2,205 | -1.41% | Q4 2025 | Jan 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 153,651 | 8,959 | 0.16% | 0.18% | 19 | +2,636 | 1.75% | Q4 2025 | Jan 16, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 145,435 | 8,480 | 0.83% | 0.84% | 20 | -1,193 | -0.81% | Q4 2025 | Jan 29, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 144,189 | 8,407 | 7.0% | 7.36% | 21 | -3,424 | -2.32% | Q4 2025 | Feb 03, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 139,184 | 8,115 | 1.68% | 1.65% | 22 | +3,711 | 2.74% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 123,061 | 7,175 | 0.08% | 0.01% | 23 | +106,982 | 665.35% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 99,286 | 5,789 | 0.13% | 0.2% | 24 | -3,451 | -3.36% | Q4 2025 | Feb 05, 2026 |
| ATLas Financial Planning LLC | History | New | 96,151 | 5,606 | 5.5% | — | 25 | +96,151 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 93,081 | 5,427 | 0.07% | 0.28% | 26 | -322,913 | -77.62% | Q4 2025 | Feb 11, 2026 |
| Oceanside Advisors LLC | History | Reduced | 92,206 | 5,376 | 3.26% | 3.33% | 27 | -753 | -0.81% | Q4 2025 | Jan 26, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 91,511 | 5,336 | 2.18% | 2.29% | 28 | -1,789 | -1.92% | Q4 2025 | Jan 08, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 87,457 | 5,099 | 0.52% | 0.52% | 29 | +8,694 | 11.04% | Q4 2025 | Feb 06, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 85,264 | 4,971 | 3.52% | 3.53% | 30 | +1,716 | 2.05% | Q4 2025 | Jan 07, 2026 |
| Greenspring Advisors, LLC | History | Added to | 75,242 | 4,387 | 0.27% | 0.19% | 31 | +56,139 | 293.88% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 72,656 | 4,237 | 0.04% | 0.03% | 32 | +8,162 | 12.66% | Q4 2025 | Jan 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 72,298 | 4,215 | 0.25% | 0.23% | 33 | +3,830 | 5.59% | Q4 2025 | Jan 30, 2026 |
| MB Generational Wealth, LLC | History | Added to | 70,823 | 4,129 | 2.19% | 2.41% | 34 | +4,704 | 7.11% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 70,612 | 4,117 | 0.01% | 0.01% | 35 | +5,076 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 68,703 | 4,006 | 0.35% | 0.36% | 36 | -1,806 | -2.56% | Q4 2025 | Feb 06, 2026 |
| Northland Capital Management LLC | History | Added to | 67,035 | 3,908 | 2.19% | 2.12% | 37 | +3,794 | 6.0% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 64,723 | 3,774 | 0.01% | 0.01% | 38 | -124 | -0.19% | Q4 2025 | Mar 09, 2026 |
| CSS LLC/IL | History | No change | 62,973 | 3,671 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 61,970 | 3,613 | 1.49% | 1.35% | 40 | +5,857 | 10.44% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 55,489 | 3,235 | 0.0% | — | 41 | +55,489 | New | Q4 2025 | Feb 17, 2026 |
| ENTREWEALTH, LLC | History | Added to | 50,541 | 3,208 | 1.45% | 1.33% | 42 | +5,456 | 12.1% | Q4 2025 | Feb 13, 2026 |
| Trailhead Planners LLC | History | New | 53,653 | 3,128 | 3.07% | — | 43 | +53,653 | New | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 51,550 | 3,005 | 0.05% | 0.06% | 44 | +3,867 | 8.11% | Q4 2025 | Feb 19, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 51,403 | 2,997 | 1.13% | 1.2% | 45 | -82 | -0.16% | Q4 2025 | Feb 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 50,525 | 2,946 | 1.96% | 0.01% | 46 | +50,300 | 22355.56% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 49,314 | 2,875 | 0.0% | 0.0% | 47 | -906 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 46,146 | 2,760 | 0.1% | 0.1% | 48 | -377 | -0.81% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 43,873 | 2,558 | 0.03% | 0.03% | 49 | -1,802 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Gibson Capital, LLC | History | No change | 37,025 | 2,158 | 0.4% | 0.39% | 50 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 36,508 | 2,128 | 0.0% | 0.0% | 51 | +3,032 | 9.06% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,279 | 1,998 | 0.0% | 0.0% | 52 | +23,187 | 209.04% | Q4 2025 | Feb 17, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 32,880 | 1,917 | 1.04% | 1.07% | 53 | -1,683 | -4.87% | Q4 2025 | Feb 11, 2026 |
| EJMK Ventures LLC | History | New | 31,948 | 1,862 | 1.15% | — | 54 | +31,948 | New | Q4 2025 | Mar 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 31,025 | 1,809 | 0.0% | 0.0% | 55 | +28,807 | 1298.78% | Q4 2025 | Feb 17, 2026 |
| ENZI WEALTH | History | Reduced | 25,174 | 1,536 | 0.54% | 2.09% | 56 | -77,933 | -75.58% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,212 | 1,528 | 0.01% | 0.01% | 57 | +4,076 | 18.41% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 24,200 | 1,411 | 0.31% | 0.29% | 58 | -637 | -2.56% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,774 | 1,386 | 0.0% | 0.0% | 59 | +14,094 | 145.6% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 23,390 | 1,363 | 0.09% | — | 60 | +23,390 | New | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,325 | 1,301 | 0.01% | 0.01% | 61 | +1,200 | 5.68% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 21,599 | 1,259 | 0.02% | 0.02% | 62 | -1,479 | -6.41% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,499 | 1,253 | 0.0% | 0.0% | 63 | +4,256 | 24.68% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,139 | 1,232 | 0.0% | 0.0% | 64 | +1,859 | 9.64% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,609 | 1,201 | 0.0% | 0.0% | 65 | +4,778 | 30.18% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Reduced | 20,589 | 1,200 | 0.08% | 0.09% | 66 | -1,669 | -7.5% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,853 | 1,157 | 0.03% | — | 67 | +19,853 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 19,441 | 1,133 | 0.08% | 0.09% | 68 | +311 | 1.63% | Q4 2025 | Jan 21, 2026 |
| NCM Capital Management, LLC | History | Added to | 18,574 | 1,083 | 0.4% | 0.41% | 69 | +240 | 1.31% | Q4 2025 | Mar 02, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,549 | 1,081 | 0.06% | 0.13% | 70 | -32,179 | -63.43% | Q4 2025 | Jan 30, 2026 |
| Jacobi Capital Management LLC | History | Added to | 17,599 | 1,026 | 0.06% | 0.05% | 71 | +3,465 | 24.52% | Q4 2025 | Feb 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 17,273 | 1,007 | 0.15% | 0.15% | 72 | -73 | -0.42% | Q4 2025 | Feb 06, 2026 |
| Sensible Money, LLC | History | Added to | 16,338 | 952 | 0.3% | 0.32% | 73 | +5 | 0.03% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 15,732 | 917 | 0.27% | 0.3% | 74 | -1,539 | -8.91% | Q4 2025 | Jan 08, 2026 |
| Forum Financial Management, LP | History | No change | 15,196 | 886 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,602 | 851 | 0.03% | 0.02% | 76 | +3,253 | 28.66% | Q4 2025 | Jan 13, 2026 |
| LAM GROUP, INC. | History | Added to | 13,560 | 790 | 0.45% | 0.37% | 77 | +3,215 | 31.08% | Q4 2025 | Jan 23, 2026 |
| Breakwater Capital Group | History | Added to | 13,253 | 772 | 0.11% | 0.11% | 78 | +646 | 5.12% | Q4 2025 | Jan 09, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 12,362 | 720 | 0.2% | 0.22% | 79 | -1,379 | -10.04% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,209 | 711 | 0.09% | 0.09% | 80 | +181 | 1.5% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,588 | 675 | 0.01% | 0.01% | 81 | +500 | 4.51% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 10,574 | 616 | 0.0% | 0.0% | 82 | -216 | -2.0% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,344 | 603 | 0.0% | 0.01% | 83 | -73 | -0.7% | Q4 2025 | Feb 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 9,680 | 600 | 0.15% | 0.14% | 84 | +333 | 3.56% | Q4 2025 | Jan 23, 2026 |
| DBK Financial Counsel, LLC | History | No change | 9,830 | 573 | 0.44% | 0.47% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | New | 9,346 | 544 | 0.03% | — | 86 | +9,346 | New | Q4 2025 | Feb 11, 2026 |
| WMG Financial Advisors, LLC | History | No change | 9,150 | 533 | 0.22% | 0.17% | 87 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| marrick wealth, LLC | History | New | 9,098 | 530 | 0.43% | — | 88 | +9,098 | New | Q4 2025 | Feb 13, 2026 |
| Vestment Financial LLC | History | Reduced | 8,814 | 529 | 0.27% | 0.33% | 89 | -1,215 | -12.11% | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 8,933 | 520 | 0.25% | 0.24% | 90 | +1,074 | 13.67% | Q4 2025 | Feb 12, 2026 |
| Haven Private, LLC | History | New | 8,885 | 518 | 0.23% | — | 91 | +8,885 | New | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,811 | 513 | 0.0% | 0.0% | 92 | -993 | -10.13% | Q4 2025 | Jan 28, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,500 | 495 | 0.34% | 0.34% | 93 | +205 | 2.47% | Q4 2025 | Jan 22, 2026 |
| Betterment LLC | History | Reduced | 8,462 | 493 | 0.0% | 0.0% | 94 | -652 | -7.15% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,189 | 477 | 0.0% | 0.0% | 95 | -39 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 7,480 | 436 | 0.3% | 0.22% | 96 | +1,800 | 31.69% | Q4 2025 | Jan 21, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 6,726 | 434 | 0.18% | 0.18% | 97 | +4 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 6,183 | 409 | 0.33% | — | 98 | +6,183 | New | Q4 2025 | Mar 02, 2026 |
| CITIGROUP INC | History | New | 6,796 | 396 | 0.0% | — | 99 | +6,796 | New | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 6,064 | 353 | 0.1% | — | 100 | +6,064 | New | Q4 2025 | Feb 11, 2026 |
| Pacific Asset Management, LLC | History | Added to | 6,067 | 353 | 0.21% | 0.23% | 101 | +50 | 0.83% | Q4 2025 | Jan 28, 2026 |
| XY Planning Network, Inc. | History | Reduced | 5,855 | 341 | 0.06% | 0.11% | 102 | -222 | -3.65% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 5,799 | 338 | 0.0% | 0.01% | 103 | -210 | -3.49% | Q4 2025 | Feb 13, 2026 |
| WorthPointe, LLC | History | New | 5,761 | 335 | 0.09% | — | 104 | +5,761 | New | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,584 | 325 | 0.0% | 0.0% | 105 | +2,281 | 69.06% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | No change | 5,578 | 325 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,504 | 320 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 5,490 | 320 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 5,437 | 317 | 0.02% | — | 109 | +5,437 | New | Q4 2025 | Jan 23, 2026 |
| Accurate Wealth Management, LLC | History | New | 4,774 | 286 | 0.04% | — | 110 | +4,774 | New | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,849 | 282 | 0.01% | 0.01% | 111 | +127 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Powerhouse Assets LLC | History | New | 4,710 | 274 | 0.24% | — | 112 | +4,710 | New | Q4 2025 | Jan 15, 2026 |
| Apella Capital, LLC | History | Added to | 4,706 | 274 | 0.01% | 0.0% | 113 | +1,195 | 34.04% | Q4 2025 | Jan 21, 2026 |
| Financial Architects, LLC | History | No change | 4,710 | 274 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | No change | 4,319 | 251 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Life Planning Partners, Inc | History | No change | 4,130 | 240 | 0.18% | 0.17% | 116 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Orcam Financial Group | History | Added to | 4,038 | 235 | 0.18% | 0.18% | 117 | +77 | 1.94% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 3,977 | 231 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Plancorp, LLC | History | New | 3,560 | 207 | 0.01% | — | 119 | +3,560 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,962 | 172 | 0.0% | 0.0% | 120 | +763 | 34.7% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,934 | 171 | 0.01% | 0.01% | 121 | +990 | 50.93% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | No change | 2,932 | 170 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,722 | 158 | 0.01% | 0.01% | 123 | +49 | 1.83% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,324 | 136 | 0.0% | — | 124 | +2,324 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,011 | 117 | 0.0% | 0.0% | 125 | -649 | -24.4% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,399 | 81 | 0.0% | 0.0% | 126 | +9 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,135 | 66 | 0.0% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 930 | 54 | 0.0% | — | 128 | +930 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 731 | 42 | 0.0% | 0.0% | 129 | +589 | 414.79% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | New | 707 | 41 | 0.0% | — | 130 | +707 | New | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 590 | 34 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 424 | 24 | 0.01% | — | 132 | +424 | New | Q4 2025 | Mar 16, 2026 |
| WealthCollab, LLC | History | No change | 340 | 19 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 305 | 17 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CWM, LLC | History | Reduced | 268 | 16 | 0.0% | 0.0% | 135 | -14 | -4.96% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 266 | 15 | 0.0% | — | 136 | +254 | 2116.67% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 227 | 13 | 0.0% | — | 138 | +227 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 238 | 13 | 0.0% | 0.0% | 137 | -71 | -22.98% | Q4 2025 | Jan 29, 2026 |
| NorthAvenue LLC | History | New | 189 | 11 | 0.01% | — | 139 | +189 | New | Q4 2025 | Apr 02, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 108 | 6 | 0.0% | — | 141 | +108 | New | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 115 | 6 | 0.0% | 0.0% | 140 | -74 | -39.15% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 72 | 4 | 0.0% | — | 144 | +72 | New | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 62 | 3 | 0.0% | — | 145 | +62 | New | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 62 | 3 | 0.0% | 0.0% | 146 | +1 | 1.64% | Q4 2025 | Feb 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 60 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RHL GROUP, LLC | History | New | 36 | 2 | 0.0% | — | 150 | +36 | New | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | New | 34 | 2 | 0.0% | — | 148 | +34 | New | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,098 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.11% | — | -11,962 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,557 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,533 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,171 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 06, 2025 |