AMERICAN CENTURY ETF TRUST - AVGE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Meredith Wealth Planning | History | Added to | 297,253 | 29,457 | 6.95% | 6.64% | 1 | +18,652 | 6.69% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 254,389 | 25,209 | 0.03% | 0.03% | 2 | +24,726 | 10.77% | Q2 2026 | Jul 29, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 165,420 | 16,393 | 0.91% | 0.93% | 3 | -8,756 | -5.03% | Q2 2026 | Aug 11, 2026 |
| GFG Capital, LLC | History | New | 163,602 | 16,213 | 4.46% | — | 4 | +163,602 | New | Q2 2026 | Jul 20, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 118,846 | 11,777 | 1.01% | 0.72% | 5 | +32,649 | 37.88% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | Added to | 116,708 | 11,565 | 0.33% | 0.39% | 6 | +8,261 | 7.62% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 108,276 | 10,730 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 100,131 | 9,922 | 0.05% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 95,762 | 9,490 | 2.77% | 2.74% | 9 | -1,915 | -1.96% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Added to | 94,256 | 9,340 | 0.0% | 0.0% | 10 | +4,603 | 5.13% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 90,746 | 8,992 | 0.36% | 0.34% | 11 | +4,000 | 4.61% | Q2 2026 | Aug 12, 2026 |
| Paragon Advisors, LLC | History | Reduced | 73,594 | 7,293 | 1.53% | 1.75% | 12 | -78 | -0.11% | Q2 2026 | Jul 29, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 71,984 | 7,133 | 3.5% | 3.61% | 13 | -1,579 | -2.15% | Q2 2026 | Jul 27, 2026 |
| Intelligent Financial Strategies | History | Reduced | 64,521 | 6,394 | 3.08% | 2.97% | 14 | -310 | -0.48% | Q2 2026 | Jul 23, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 62,065 | 6,150 | 2.26% | 2.26% | 15 | +73 | 0.12% | Q2 2026 | Jul 27, 2026 |
| Frankly Finances, LLC | History | Added to | 58,958 | 5,842 | 4.62% | 4.23% | 16 | +5,899 | 11.12% | Q2 2026 | Jul 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 57,470 | 5,695 | 2.23% | 2.31% | 17 | +641 | 1.13% | Q2 2026 | Jul 08, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 51,846 | 5,137 | 3.21% | 2.06% | 18 | +19,372 | 59.65% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 51,619 | 5,115 | 0.02% | 0.01% | 19 | +30,780 | 147.7% | Q2 2026 | Aug 14, 2026 |
| Align Financial, LLC | History | Added to | 48,466 | 4,802 | 2.38% | 2.23% | 20 | +3,973 | 8.93% | Q2 2026 | Jul 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 47,965 | 4,753 | 1.27% | 0.85% | 21 | +17,279 | 56.31% | Q2 2026 | Jul 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 45,424 | 4,501 | 0.55% | 0.46% | 22 | +7,896 | 21.04% | Q2 2026 | Jul 27, 2026 |
| B&D White Capital Company, LLC | History | No change | 43,782 | 4,338 | 0.43% | 0.48% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fermata Advisors, LLC | History | Added to | 43,716 | 4,332 | 0.88% | 0.85% | 24 | +622 | 1.44% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | Added to | 40,717 | 4,035 | 0.01% | 0.0% | 25 | +2,554 | 6.69% | Q2 2026 | Aug 27, 2026 |
| ENTREWEALTH, LLC | History | Added to | 38,882 | 3,924 | 1.45% | 1.42% | 26 | +2,806 | 7.78% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | New | 38,733 | 3,838 | 0.01% | — | 27 | +38,733 | New | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 35,784 | 3,546 | 0.08% | 0.07% | 28 | +1,125 | 3.25% | Q2 2026 | Aug 13, 2026 |
| Yardley Wealth Management LLC | History | Added to | 33,830 | 3,352 | 1.52% | 1.51% | 29 | +309 | 0.92% | Q2 2026 | Jul 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 32,246 | 3,195 | 0.42% | 0.4% | 30 | +2,060 | 6.82% | Q2 2026 | Aug 04, 2026 |
| Evanson Financial, LLC | History | New | 32,115 | 3,182 | 0.16% | — | 31 | +32,115 | New | Q2 2026 | Jul 07, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 32,013 | 3,172 | 0.97% | 0.97% | 32 | -194 | -0.6% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | Added to | 29,116 | 2,885 | 0.0% | 0.0% | 33 | +54 | 0.19% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 28,783 | 2,853 | 0.35% | 0.25% | 34 | +12,911 | 81.34% | Q2 2026 | Jul 24, 2026 |
| Evanson Asset Management, LLC | History | No change | 31,936 | 2,810 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 27,621 | 2,737 | 1.6% | 1.76% | 36 | -319 | -1.14% | Q2 2026 | Jul 06, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 25,230 | 2,500 | 1.37% | 2.08% | 37 | -10,160 | -28.71% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 24,015 | 2,379 | 0.06% | 0.06% | 38 | -556 | -2.26% | Q2 2026 | Aug 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 20,692 | 2,050 | 0.76% | 0.6% | 39 | +3,347 | 19.3% | Q2 2026 | Jul 30, 2026 |
| CURIO WEALTH, LLC | History | Added to | 19,674 | 1,949 | 0.6% | 0.56% | 40 | +1,174 | 6.35% | Q2 2026 | Aug 07, 2026 |
| Oceanside Advisors LLC | History | Added to | 18,920 | 1,874 | 0.95% | 0.91% | 41 | +847 | 4.69% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 21,260 | 1,871 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 18,268 | 1,810 | 0.68% | 0.71% | 43 | -1,082 | -5.59% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 17,700 | 1,754 | 0.01% | 0.02% | 44 | +772 | 4.56% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 17,498 | 1,722 | 0.02% | 0.02% | 45 | +3,030 | 20.94% | Q2 2026 | Jul 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,013 | 1,586 | 0.0% | 0.0% | 46 | -192 | -1.18% | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,699 | 1,456 | 0.01% | 0.01% | 47 | +1,040 | 7.61% | Q2 2026 | Aug 18, 2026 |
| Modera Wealth Management, LLC | History | Added to | 14,569 | 1,443 | 0.02% | 0.01% | 48 | +4,650 | 46.88% | Q2 2026 | Aug 03, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 14,459 | 1,432 | 0.04% | 0.03% | 49 | +1,703 | 13.35% | Q2 2026 | Jul 28, 2026 |
| Financial Plan, Inc. | History | Added to | 14,323 | 1,419 | 0.13% | 0.11% | 50 | +2,596 | 22.14% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | Added to | 14,226 | 1,409 | 0.7% | 0.63% | 51 | +1,235 | 9.51% | Q2 2026 | Jul 10, 2026 |
| Plancorp, LLC | History | Added to | 13,259 | 1,306 | 0.03% | 0.03% | 52 | +2,150 | 19.35% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,014 | 1,191 | 0.0% | 0.0% | 53 | +607 | 5.32% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,136 | 1,103 | 0.02% | 0.02% | 54 | +616 | 5.86% | Q2 2026 | Jul 31, 2026 |
| Arista Wealth Management, LLC | History | New | 10,998 | 1,089 | 0.12% | — | 55 | +10,998 | New | Q2 2026 | Jul 08, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 10,954 | 1,085 | 0.79% | 0.53% | 56 | +3,589 | 48.73% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,776 | 1,067 | 0.01% | 0.01% | 57 | +940 | 9.56% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,612 | 1,051 | 0.01% | 0.01% | 58 | -59 | -0.55% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 10,300 | 1,013 | 0.02% | — | 60 | +10,300 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,300 | 1,013 | 0.02% | 0.0% | 59 | +7,391 | 254.07% | Q2 2026 | Jul 29, 2026 |
| Nemes Rush Group LLC | History | Added to | 9,626 | 953 | 0.08% | 0.07% | 61 | +693 | 7.76% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 9,505 | 941 | 0.0% | 0.0% | 62 | -34 | -0.36% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 9,377 | 929 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vawter Financial, Ltd. | History | Added to | 8,944 | 886 | 0.33% | 0.3% | 64 | +717 | 8.72% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,339 | 826 | 0.07% | 0.07% | 65 | +404 | 5.09% | Q2 2026 | Jul 02, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,734 | 766 | 0.02% | 0.01% | 66 | +3,507 | 82.97% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,640 | 757 | 0.0% | 0.0% | 67 | +1,418 | 22.79% | Q2 2026 | Aug 03, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 7,410 | 734 | 0.21% | 0.21% | 68 | -285 | -3.7% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,331 | 726 | 0.0% | 0.0% | 69 | +1,506 | 25.85% | Q2 2026 | Jul 28, 2026 |
| marrick wealth, LLC | History | Added to | 7,303 | 723 | 0.51% | 0.52% | 70 | +217 | 3.06% | Q2 2026 | Jul 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 7,083 | 701 | 0.16% | 0.17% | 71 | +258 | 3.78% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Added to | 6,982 | 691 | 0.0% | 0.0% | 72 | +4,115 | 143.53% | Q2 2026 | Aug 03, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,709 | 664 | 0.26% | 0.25% | 73 | +365 | 5.75% | Q2 2026 | Jul 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 6,522 | 646 | 0.1% | 0.11% | 74 | +66 | 1.02% | Q2 2026 | Aug 03, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 6,122 | 606 | 0.03% | 0.03% | 75 | -83 | -1.34% | Q2 2026 | Jul 29, 2026 |
| Steffes Financial, Ltd. | History | New | 5,615 | 556 | 0.24% | — | 76 | +5,615 | New | Q2 2026 | Aug 14, 2026 |
| Holcombe Financial, Inc. | History | Added to | 5,551 | 550 | 0.31% | 0.29% | 77 | +36 | 0.65% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,539 | 548 | 0.0% | 0.0% | 78 | +765 | 16.02% | Q2 2026 | Aug 05, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 5,389 | 534 | 0.02% | 0.02% | 79 | +73 | 1.37% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,217 | 517 | 0.0% | — | 80 | +5,217 | New | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,178 | 513 | 0.0% | — | 82 | +5,178 | New | Q2 2026 | Aug 12, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 5,184 | 513 | 0.2% | 0.17% | 81 | +859 | 19.86% | Q2 2026 | Jul 21, 2026 |
| Shira Ridge Wealth Management | History | New | 5,019 | 497 | 0.17% | — | 83 | +5,019 | New | Q2 2026 | Jul 09, 2026 |
| OceanIQ Capital, LLC | History | New | 4,900 | 496 | 0.3% | — | 84 | +4,900 | New | Q2 2026 | Aug 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 4,824 | 478 | 0.07% | 0.07% | 85 | +101 | 2.14% | Q2 2026 | Jul 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,575 | 453 | 0.0% | — | 86 | +4,575 | New | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,433 | 439 | 0.0% | — | 88 | +4,433 | New | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,425 | 439 | 0.04% | 0.05% | 87 | -507 | -10.28% | Q2 2026 | Jul 14, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 4,472 | 438 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,336 | 429 | 0.18% | 0.19% | 90 | -303 | -6.53% | Q2 2026 | Aug 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,322 | 428 | 0.02% | 0.02% | 91 | +2 | 0.05% | Q2 2026 | Jul 24, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 4,234 | 419 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,142 | 410 | 0.02% | 0.05% | 93 | -5,164 | -55.49% | Q2 2026 | Jul 23, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 4,075 | 403 | 0.12% | 0.12% | 94 | +122 | 3.09% | Q2 2026 | Aug 04, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 4,007 | 397 | 0.06% | 0.06% | 95 | +144 | 3.73% | Q2 2026 | Jul 23, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 3,907 | 387 | 0.05% | 0.05% | 96 | +151 | 4.02% | Q2 2026 | Jul 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 4,382 | 385 | 0.02% | 0.02% | 97 | -261 | -5.62% | Q2 2026 | Jul 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 3,629 | 359 | 0.06% | — | 98 | +3,629 | New | Q2 2026 | Jul 27, 2026 |
| Fonville Wealth Management LLC | History | Added to | 3,554 | 352 | 0.06% | 0.06% | 99 | +264 | 8.02% | Q2 2026 | Jul 28, 2026 |
| WJ Wealth Management, LLC | History | New | 3,475 | 344 | 0.14% | — | 100 | +3,475 | New | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,404 | 337 | 0.01% | — | 101 | +3,404 | New | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,357 | 332 | 0.0% | 0.03% | 102 | -15,975 | -82.64% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,202 | 316 | 0.0% | 0.0% | 103 | +2,740 | 593.07% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,187 | 316 | 0.0% | 0.0% | 104 | +1,227 | 62.6% | Q2 2026 | Aug 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 3,140 | 311 | 0.11% | 0.1% | 105 | +305 | 10.76% | Q2 2026 | Jul 23, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 2,947 | 292 | 0.22% | 0.22% | 106 | -9 | -0.3% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,900 | 287 | 0.01% | 0.01% | 107 | +29 | 1.01% | Q2 2026 | Jul 24, 2026 |
| BWM Planning, LLC | History | New | 2,875 | 284 | 0.07% | — | 108 | +2,875 | New | Q2 2026 | Jul 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 2,744 | 271 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Annandale Capital, LLC | History | Reduced | 2,695 | 267 | 0.04% | 0.03% | 110 | -4 | -0.15% | Q2 2026 | Aug 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 2,687 | 266 | 0.02% | 0.02% | 111 | +25 | 0.94% | Q2 2026 | Jul 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 2,604 | 258 | 0.02% | 0.01% | 112 | +306 | 13.32% | Q2 2026 | Jul 08, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 2,503 | 248 | 0.06% | 0.04% | 113 | +897 | 55.85% | Q2 2026 | Jul 27, 2026 |
| Oak Wealth Advisors LLC | History | New | 2,434 | 241 | 0.12% | — | 114 | +2,434 | New | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,428 | 240 | 0.0% | 0.0% | 115 | -244 | -9.13% | Q2 2026 | Aug 07, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 2,428 | 240 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,339 | 231 | 0.02% | 0.01% | 117 | +1,194 | 104.28% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,307 | 228 | 0.03% | 0.03% | 118 | -41 | -1.75% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | New | 2,297 | 227 | 0.0% | — | 119 | +2,297 | New | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | New | 2,291 | 227 | 0.03% | — | 120 | +2,291 | New | Q2 2026 | Jul 14, 2026 |
| Tillman Hartley LLC | History | New | 2,251 | 223 | 0.05% | — | 121 | +2,251 | New | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | New | 2,240 | 221 | 0.0% | — | 122 | +2,240 | New | Q2 2026 | Jul 20, 2026 |
| Hill Investment Group Partners, LLC | History | New | 2,189 | 216 | 0.02% | — | 124 | +2,189 | New | Q2 2026 | Aug 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 2,185 | 216 | 0.04% | — | 123 | +2,185 | New | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 2,110 | 209 | 0.04% | — | 125 | +2,110 | New | Q2 2026 | Jul 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,104 | 208 | 0.05% | 0.06% | 126 | -189 | -8.24% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | Added to | 1,864 | 184 | 0.0% | 0.0% | 127 | +32 | 1.75% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | New | 1,674 | 164 | 0.11% | — | 128 | +1,674 | New | Q2 2026 | Jul 09, 2026 |
| LRI Investments, LLC | History | Added to | 1,451 | 143 | 0.01% | 0.01% | 129 | +7 | 0.48% | Q2 2026 | Jul 14, 2026 |
| Mosley Wealth Management | History | New | 1,311 | 129 | 0.04% | — | 130 | +1,311 | New | Q2 2026 | Jul 23, 2026 |
| Orion Capital Management LLC | History | Added to | 1,293 | 128 | 0.04% | 0.04% | 131 | +103 | 8.66% | Q2 2026 | Aug 17, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,065 | 105 | 0.04% | 0.04% | 132 | +51 | 5.03% | Q2 2026 | Jul 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 881 | 87 | 0.03% | — | 133 | +881 | New | Q2 2026 | Jul 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 749 | 74 | 0.01% | 0.01% | 134 | +16 | 2.18% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | Added to | 680 | 67 | 0.0% | 0.0% | 135 | +547 | 411.28% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 556 | 55 | 0.0% | — | 136 | +555 | 55500.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | Reduced | 434 | 43 | 0.02% | 0.02% | 137 | -32 | -6.87% | Q2 2026 | Jul 10, 2026 |
| Continuum Advisory, LLC | History | New | 421 | 41 | 0.0% | — | 138 | +421 | New | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 396 | 39 | 0.0% | — | 139 | +396 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 358 | 35 | 0.0% | 0.0% | 140 | +96 | 36.64% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 220 | 21 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | New | 201 | 19 | 0.0% | — | 142 | +201 | New | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 189 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 178 | 17 | 0.0% | — | 144 | +178 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 164 | 16 | 0.0% | — | 145 | +164 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 154 | 15 | 0.01% | — | 148 | +154 | New | Q2 2026 | Jul 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | New | 152 | 15 | 0.0% | — | 147 | +152 | New | Q2 2026 | Jul 29, 2026 |
| Navigoe, LLC | History | No change | 155 | 15 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 169 | 14 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 141 | 13 | 0.0% | — | 150 | +141 | New | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Added to | 111 | 11 | 0.01% | 0.0% | 152 | +11 | 11.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 114 | 11 | 0.01% | 0.01% | 151 | +4 | 3.64% | Q2 2026 | Aug 14, 2026 |
| Kings Path Partners LLC | History | New | 90 | 8 | 0.0% | — | 153 | +90 | New | Q2 2026 | Jul 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 55 | 5 | 0.0% | — | 156 | +55 | New | Q2 2026 | Aug 12, 2026 |
| Burk Holdings LLC | History | Added to | 58 | 5 | 0.0% | 0.0% | 155 | +11 | 23.4% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 38 | 3 | 0.0% | — | 158 | +38 | New | Q2 2026 | Aug 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -8,946 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Three Arch Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,374 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,336 | -100.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |