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 | 278,601 | 24,522 | 6.64% | 5.95% | 1 | +45,898 | 19.72% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 229,663 | 20,214 | 0.03% | 0.01% | 2 | +164,962 | 254.96% | Q1 2026 | Apr 27, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 174,176 | 15,330 | 0.93% | 0.92% | 3 | -100 | -0.06% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 108,447 | 9,545 | 0.39% | 0.31% | 4 | +4,651 | 4.48% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,276 | 9,530 | 0.0% | 0.0% | 5 | +100,131 | 1229.36% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 100,131 | 8,813 | 0.04% | — | 6 | +100,131 | New | Q1 2026 | May 14, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 97,677 | 8,597 | 2.74% | 3.13% | 7 | -2,222 | -2.22% | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Added to | 89,653 | 7,891 | 0.0% | 0.0% | 8 | +12,608 | 16.36% | Q1 2026 | May 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 86,746 | 7,635 | 0.34% | 0.31% | 9 | +10,665 | 14.02% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 86,197 | 7,587 | 0.72% | 0.56% | 10 | +17,931 | 26.27% | Q1 2026 | Apr 13, 2026 |
| Paragon Advisors, LLC | History | Added to | 73,672 | 6,484 | 1.75% | 1.47% | 11 | +10,855 | 17.28% | Q1 2026 | May 04, 2026 |
| Pacific Asset Management, LLC | History | Added to | 73,563 | 6,474 | 3.61% | 3.61% | 12 | +3,644 | 5.21% | Q1 2026 | May 01, 2026 |
| Intelligent Financial Strategies | History | Reduced | 64,831 | 5,706 | 2.97% | 2.7% | 13 | -463 | -0.71% | Q1 2026 | Apr 28, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 61,992 | 5,456 | 2.26% | 2.13% | 14 | -788 | -1.26% | Q1 2026 | Apr 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 56,829 | 5,001 | 2.31% | 2.44% | 15 | +953 | 1.71% | Q1 2026 | Apr 16, 2026 |
| Frankly Finances, LLC | History | Added to | 53,059 | 4,670 | 4.23% | 4.21% | 16 | +1,420 | 2.75% | Q1 2026 | Apr 29, 2026 |
| Align Financial, LLC | History | Reduced | 44,493 | 3,916 | 2.23% | 2.25% | 17 | -3,835,584 | -98.85% | Q1 2026 | May 08, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 43,782 | 3,853 | 0.48% | 0.45% | 18 | -1,380 | -3.06% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 43,094 | 3,793 | 0.85% | 0.84% | 19 | +2,505 | 6.17% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,163 | 3,359 | 0.0% | 0.0% | 20 | +1,207 | 3.27% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 37,528 | 3,303 | 0.46% | — | 21 | +37,528 | New | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 36,076 | 3,175 | 1.42% | 1.21% | 22 | +6,925 | 23.76% | Q1 2026 | May 14, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 35,390 | 3,115 | 2.08% | 2.24% | 23 | -1,920 | -5.15% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | New | 34,659 | 3,050 | 0.07% | — | 24 | +34,659 | New | Q1 2026 | May 15, 2026 |
| Yardley Wealth Management LLC | History | Added to | 33,521 | 2,950 | 1.51% | 1.38% | 25 | +3,406 | 11.31% | Q1 2026 | Apr 21, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 32,474 | 2,858 | 2.06% | 1.98% | 26 | +2,136 | 7.04% | Q1 2026 | Apr 13, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 32,207 | 2,834 | 0.97% | 0.94% | 27 | +1,050 | 3.37% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 31,936 | 2,810 | 0.15% | 0.15% | 28 | -325 | -1.01% | Q1 2026 | Apr 08, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 30,686 | 2,700 | 0.85% | 0.84% | 29 | +2,227 | 7.83% | Q1 2026 | Apr 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 30,186 | 2,656 | 0.4% | 0.37% | 30 | +2,491 | 8.99% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 29,062 | 2,558 | 0.0% | 0.0% | 31 | +157 | 0.54% | Q1 2026 | May 14, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 27,940 | 2,459 | 1.76% | 1.66% | 32 | +61 | 0.22% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 24,571 | 2,162 | 0.06% | 0.06% | 33 | -24 | -0.1% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 21,260 | 1,871 | 0.0% | 0.0% | 34 | +221 | 1.05% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 20,839 | 1,834 | 0.01% | 0.01% | 35 | +6,838 | 48.84% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 19,332 | 1,712 | 0.03% | 0.03% | 36 | -1,576 | -7.54% | Q1 2026 | May 14, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 19,350 | 1,703 | 0.71% | 0.56% | 37 | +3,452 | 21.71% | Q1 2026 | Apr 23, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 18,500 | 1,628 | 0.56% | 0.63% | 38 | -2,070 | -10.06% | Q1 2026 | May 11, 2026 |
| Oceanside Advisors LLC | History | Added to | 18,073 | 1,590 | 0.91% | 0.91% | 39 | +615 | 3.52% | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 17,345 | 1,526 | 0.6% | 0.52% | 40 | +2,070 | 13.55% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,928 | 1,490 | 0.02% | 0.03% | 41 | -11,048 | -39.49% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,205 | 1,426 | 0.0% | 0.0% | 42 | -24 | -0.15% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 15,872 | 1,397 | 0.25% | 0.24% | 43 | +5,659 | 55.41% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 14,468 | 1,374 | 0.02% | 0.03% | 44 | -1,261 | -8.02% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,659 | 1,202 | 0.01% | 0.01% | 45 | -602 | -4.22% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | Added to | 12,991 | 1,143 | 0.63% | 0.61% | 46 | +524 | 4.2% | Q1 2026 | Apr 22, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 12,756 | 1,122 | 0.03% | 0.03% | 47 | +55 | 0.43% | Q1 2026 | May 04, 2026 |
| Financial Plan, Inc. | History | Added to | 11,727 | 1,032 | 0.11% | 0.1% | 48 | +1,229 | 11.71% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 11,109 | 1,023 | 0.03% | 0.02% | 49 | +1,564 | 16.39% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,407 | 1,004 | 0.0% | 0.0% | 50 | -201 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,671 | 945 | 0.01% | 0.01% | 51 | -39 | -0.36% | Q1 2026 | Apr 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,520 | 925 | 0.02% | 0.02% | 52 | +426 | 4.22% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,919 | 873 | 0.01% | 0.01% | 53 | +517 | 5.5% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,836 | 845 | 0.01% | 0.0% | 54 | +2,985 | 43.57% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 9,539 | 839 | 0.0% | 0.0% | 55 | +13 | 0.14% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | No change | 9,377 | 825 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,306 | 819 | 0.05% | 0.05% | 57 | -683 | -6.84% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 8,946 | 787 | 0.01% | — | 58 | +8,946 | New | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 8,933 | 786 | 0.07% | 0.07% | 59 | +193 | 2.21% | Q1 2026 | Apr 21, 2026 |
| Vawter Financial, Ltd. | History | Added to | 8,227 | 724 | 0.3% | 0.25% | 60 | +1,331 | 19.3% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 7,935 | 698 | 0.07% | 0.08% | 61 | +791 | 11.07% | Q1 2026 | Apr 06, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 7,695 | 677 | 0.21% | 0.2% | 62 | +559 | 7.83% | Q1 2026 | May 06, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 7,365 | 648 | 0.53% | 0.46% | 63 | +955 | 14.9% | Q1 2026 | May 05, 2026 |
| marrick wealth, LLC | History | Added to | 7,086 | 623 | 0.52% | 0.32% | 64 | +2,580 | 57.26% | Q1 2026 | Apr 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 6,825 | 600 | 0.17% | 0.17% | 65 | +362 | 5.6% | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 6,456 | 568 | 0.11% | 0.09% | 66 | +643 | 11.06% | Q1 2026 | Apr 28, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,344 | 558 | 0.25% | 0.24% | 67 | +230 | 3.76% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,222 | 547 | 0.0% | 0.0% | 68 | +730 | 13.29% | Q1 2026 | May 04, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 6,205 | 546 | 0.03% | 0.03% | 69 | -20 | -0.32% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,825 | 512 | 0.0% | 0.0% | 70 | +1,057 | 22.17% | Q1 2026 | Apr 30, 2026 |
| Holcombe Financial, Inc. | History | Added to | 5,515 | 485 | 0.29% | 0.28% | 71 | +261 | 4.97% | Q1 2026 | Apr 20, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 5,316 | 468 | 0.02% | 0.02% | 72 | +592 | 12.53% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 4,932 | 454 | 0.05% | 0.04% | 73 | +1,722 | 53.64% | Q1 2026 | Apr 22, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 4,472 | 424 | 0.05% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | New | 4,774 | 420 | 0.0% | — | 75 | +4,774 | New | Q1 2026 | May 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 4,723 | 415 | 0.07% | 0.06% | 76 | +774 | 19.6% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,639 | 408 | 0.19% | 1.0% | 77 | -28,298 | -85.92% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,643 | 398 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 4,325 | 380 | 0.17% | 0.14% | 80 | +888 | 25.84% | Q1 2026 | Apr 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,320 | 380 | 0.02% | 0.02% | 79 | +35 | 0.82% | Q1 2026 | May 11, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 4,234 | 372 | 0.12% | 0.1% | 81 | +575 | 15.71% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,227 | 372 | 0.01% | 0.01% | 82 | +260 | 6.55% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 3,953 | 347 | 0.12% | 0.1% | 83 | +740 | 23.03% | Q1 2026 | May 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 3,863 | 340 | 0.06% | 0.05% | 84 | +494 | 14.66% | Q1 2026 | Apr 27, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 3,756 | 330 | 0.05% | 0.05% | 85 | -30 | -0.79% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 3,290 | 289 | 0.06% | 0.05% | 86 | +345 | 11.71% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,909 | 273 | 0.0% | — | 87 | +2,909 | New | Q1 2026 | May 01, 2026 |
| McCartney Wealth Management LLC | History | Added to | 2,956 | 260 | 0.22% | 0.21% | 88 | +67 | 2.32% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,871 | 252 | 0.01% | 0.01% | 90 | +66 | 2.35% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 2,867 | 252 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 2,835 | 249 | 0.1% | 0.08% | 91 | +464 | 19.57% | Q1 2026 | Apr 24, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 2,744 | 241 | 0.05% | 0.05% | 92 | -170 | -5.83% | Q1 2026 | Apr 15, 2026 |
| Annandale Capital, LLC | History | No change | 2,699 | 238 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,672 | 235 | 0.0% | 0.0% | 94 | +166 | 6.62% | Q1 2026 | May 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,662 | 234 | 0.02% | 0.02% | 95 | -36 | -1.33% | Q1 2026 | May 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 2,428 | 213 | 0.03% | 0.04% | 96 | -276 | -10.21% | Q1 2026 | Apr 14, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 2,374 | 208 | 0.04% | 0.06% | 97 | -1,538 | -39.31% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,348 | 206 | 0.03% | 0.04% | 98 | -693 | -22.79% | Q1 2026 | Apr 24, 2026 |
| Aspen Capital Management, LLC | History | New | 2,336 | 205 | 0.05% | — | 99 | +2,336 | New | Q1 2026 | Apr 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 2,298 | 202 | 0.01% | 0.01% | 100 | +203 | 9.69% | Q1 2026 | May 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,293 | 201 | 0.06% | 0.06% | 101 | -2,425 | -51.4% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,960 | 173 | 0.0% | 0.0% | 102 | +375 | 23.66% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 1,832 | 161 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 1,606 | 141 | 0.04% | 0.03% | 104 | +387 | 31.75% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | Added to | 1,444 | 127 | 0.01% | 0.01% | 105 | +3 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Orion Capital Management LLC | History | Added to | 1,190 | 104 | 0.04% | 0.03% | 106 | +30 | 2.59% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,145 | 100 | 0.01% | 0.01% | 107 | +100 | 9.57% | Q1 2026 | Apr 30, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 1,014 | 89 | 0.04% | 0.04% | 108 | -158 | -13.48% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 733 | 64 | 0.01% | 0.01% | 109 | +16 | 2.23% | Q1 2026 | Apr 14, 2026 |
| Torren Management, LLC | History | Added to | 466 | 41 | 0.02% | 0.02% | 110 | +46 | 10.95% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 462 | 39 | 0.0% | 0.0% | 111 | -26 | -5.33% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 262 | 23 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| VANGUARD ADVISERS INC | History | New | 220 | 19 | 0.0% | — | 113 | +220 | New | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | No change | 189 | 16 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 169 | 14 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Navigoe, LLC | History | No change | 155 | 13 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 141 | 12 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 133 | 11 | 0.0% | 0.0% | 118 | -529 | -79.91% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 110 | 9 | 0.01% | 0.01% | 119 | +1 | 0.92% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | New | 100 | 8 | 0.0% | — | 121 | +100 | New | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Team Financial Group, LLC | History | Added to | 87 | 7 | 0.0% | 0.0% | 123 | +2 | 2.35% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Burk Holdings LLC | History | New | 47 | 4 | 0.0% | — | 124 | +47 | New | Q1 2026 | May 07, 2026 |
| Global Trust Asset Management, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -45,820 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,819 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,431 | -100.0% | Q1 2026 | Apr 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -340 | -99.71% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | Apr 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |