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 | 307,689 | 30,258 | 7.55% | 6.95% | 1 | +10,436 | 3.51% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 257,557 | 25,328 | 0.03% | 0.03% | 2 | +3,168 | 1.25% | Q3 2026 | Nov 02, 2026 |
| GFG Capital, LLC | History | Added to | 169,317 | 16,650 | 4.37% | 4.46% | 3 | +5,715 | 3.49% | Q3 2026 | Oct 16, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 164,964 | 16,222 | 0.73% | 0.91% | 4 | -456 | -0.28% | Q3 2026 | Nov 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 132,245 | 13,005 | 1.09% | 1.01% | 5 | +13,399 | 11.27% | Q3 2026 | Oct 23, 2026 |
| BIP Wealth, LLC | History | Added to | 117,131 | 11,518 | 0.31% | 0.33% | 6 | +423 | 0.36% | Q3 2026 | Oct 22, 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% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 95,755 | 9,416 | 2.76% | 2.77% | 9 | -7 | -0.01% | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | No change | 94,256 | 9,340 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | No change | 90,746 | 8,992 | 0.36% | 0.36% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Asset Management, LLC | History | Added to | 75,131 | 7,388 | 3.62% | 3.5% | 12 | +3,147 | 4.37% | Q3 2026 | Oct 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 72,440 | 7,123 | 0.85% | 0.35% | 13 | +43,657 | 151.68% | Q3 2026 | Oct 28, 2026 |
| WJ Wealth Management, LLC | History | Added to | 68,988 | 6,784 | 2.76% | 0.14% | 14 | +65,513 | 1885.27% | Q3 2026 | Nov 03, 2026 |
| Paragon Advisors, LLC | History | Reduced | 67,597 | 6,647 | 1.22% | 1.53% | 15 | -5,997 | -8.15% | Q3 2026 | Nov 03, 2026 |
| Indivisible Partners | History | New | 64,792 | 6,371 | 0.29% | — | 16 | +64,792 | New | Q3 2026 | Oct 26, 2026 |
| Intelligent Financial Strategies | History | Reduced | 64,356 | 6,328 | 3.07% | 3.08% | 17 | -165 | -0.26% | Q3 2026 | Oct 16, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 62,065 | 6,150 | 2.26% | 2.26% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 61,215 | 6,019 | 2.35% | 2.23% | 19 | +3,745 | 6.52% | Q3 2026 | Oct 09, 2026 |
| Frankly Finances, LLC | History | Added to | 59,976 | 5,898 | 4.62% | 4.62% | 20 | +1,018 | 1.73% | Q3 2026 | Oct 28, 2026 |
| Align Financial, LLC | History | Added to | 52,449 | 5,157 | 2.46% | 2.38% | 21 | +3,983 | 8.22% | Q3 2026 | Oct 16, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 51,846 | 5,137 | 3.21% | 3.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 51,619 | 5,115 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 51,980 | 5,111 | 1.53% | 1.27% | 24 | +4,015 | 8.37% | Q3 2026 | Oct 16, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 45,424 | 4,501 | 0.55% | 0.55% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 43,693 | 4,296 | 0.42% | 0.43% | 26 | -89 | -0.2% | Q3 2026 | Nov 02, 2026 |
| Fermata Advisors, LLC | History | Reduced | 43,592 | 4,286 | 0.83% | 0.88% | 27 | -124 | -0.28% | Q3 2026 | Oct 09, 2026 |
| Corient Private Wealth LP | History | No change | 40,717 | 4,035 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Savant Capital, LLC | History | No change | 38,733 | 3,838 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 35,784 | 3,546 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | Added to | 35,926 | 3,532 | 0.17% | 0.16% | 31 | +3,811 | 11.87% | Q3 2026 | Oct 23, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 35,740 | 3,514 | 1.25% | 1.45% | 32 | -3,142 | -8.08% | Q3 2026 | Oct 14, 2026 |
| Yardley Wealth Management LLC | History | Added to | 34,661 | 3,408 | 1.49% | 1.52% | 33 | +831 | 2.46% | Q3 2026 | Oct 23, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 33,818 | 3,325 | 0.99% | 0.97% | 34 | +1,805 | 5.64% | Q3 2026 | Oct 20, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 32,228 | 3,169 | 0.44% | 0.42% | 35 | -18 | -0.06% | Q3 2026 | Oct 14, 2026 |
| Betterment LLC | History | No change | 29,116 | 2,885 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 28,087 | 2,800 | 1.59% | 1.6% | 37 | +466 | 1.69% | Q3 2026 | Oct 14, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 25,230 | 2,500 | 1.37% | 1.37% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 24,015 | 2,379 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 20,692 | 2,050 | 0.76% | 0.76% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CURIO WEALTH, LLC | History | No change | 19,674 | 1,949 | 0.6% | 0.6% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oceanside Advisors LLC | History | Reduced | 18,855 | 1,854 | 1.14% | 0.95% | 42 | -65 | -0.34% | Q3 2026 | Nov 03, 2026 |
| Apella Capital, LLC | History | Added to | 18,313 | 1,818 | 0.02% | 0.02% | 43 | +815 | 4.66% | Q3 2026 | Oct 08, 2026 |
| WMG Financial Advisors, LLC | History | No change | 18,268 | 1,810 | 0.68% | 0.68% | 44 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,700 | 1,754 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Advisor Group, LLC | History | New | 17,568 | 1,727 | 0.16% | — | 46 | +17,568 | New | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,013 | 1,586 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 15,621 | 1,536 | 0.04% | 0.04% | 48 | +1,162 | 8.04% | Q3 2026 | Nov 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,699 | 1,456 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Financial Plan, Inc. | History | No change | 14,323 | 1,419 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 14,162 | 1,392 | 0.7% | 0.7% | 51 | -64 | -0.45% | Q3 2026 | Oct 26, 2026 |
| Plancorp, LLC | History | Added to | 13,391 | 1,317 | 0.03% | 0.03% | 52 | +132 | 1.0% | Q3 2026 | Nov 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 12,950 | 1,273 | 0.01% | 0.02% | 53 | -1,619 | -11.11% | Q3 2026 | Oct 28, 2026 |
| Arista Wealth Management, LLC | History | Added to | 12,393 | 1,218 | 0.13% | 0.12% | 54 | +1,395 | 12.68% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,225 | 1,202 | 0.01% | 0.01% | 55 | +1,613 | 15.2% | Q3 2026 | Oct 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,810 | 1,161 | 0.02% | 0.02% | 56 | +674 | 6.05% | Q3 2026 | Nov 03, 2026 |
| Wedmont Private Capital | History | New | 11,404 | 1,131 | 0.03% | — | 57 | +11,404 | New | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 11,263 | 1,118 | 0.02% | 0.02% | 58 | +963 | 9.35% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,263 | 1,118 | 0.02% | 0.02% | 59 | +963 | 9.35% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,921 | 1,074 | 0.0% | 0.0% | 60 | -1,093 | -9.1% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,776 | 1,067 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Austin Asset Management Co Inc | History | New | 10,574 | 1,039 | 0.14% | — | 62 | +10,574 | New | Q3 2026 | Oct 28, 2026 |
| Nemes Rush Group LLC | History | Added to | 9,887 | 972 | 0.08% | 0.08% | 63 | +261 | 2.71% | Q3 2026 | Nov 04, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 9,585 | 942 | 0.68% | 0.79% | 64 | -1,369 | -12.5% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 9,524 | 936 | 0.0% | 0.0% | 65 | +19 | 0.2% | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,471 | 931 | 0.08% | 0.07% | 66 | +1,132 | 13.57% | Q3 2026 | Oct 01, 2026 |
| Advisory Services Network, LLC | History | No change | 9,377 | 929 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vawter Financial, Ltd. | History | No change | 8,944 | 886 | 0.33% | 0.33% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,734 | 766 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| marrick wealth, LLC | History | Added to | 7,722 | 759 | 0.53% | 0.51% | 70 | +419 | 5.74% | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,640 | 757 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Eaton-Cambridge Inc. | History | No change | 7,410 | 734 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 6,982 | 691 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,971 | 685 | 0.0% | 0.0% | 74 | -360 | -4.91% | Q3 2026 | Nov 02, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,932 | 681 | 0.27% | 0.26% | 75 | +223 | 3.32% | Q3 2026 | Oct 13, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 6,716 | 660 | 0.15% | 0.16% | 76 | -367 | -5.18% | Q3 2026 | Oct 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 6,575 | 646 | 0.1% | 0.1% | 77 | +53 | 0.81% | Q3 2026 | Oct 27, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 6,007 | 590 | 0.21% | 0.2% | 78 | +823 | 15.88% | Q3 2026 | Oct 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,822 | 572 | 0.02% | 0.03% | 79 | -300 | -4.9% | Q3 2026 | Oct 30, 2026 |
| Shira Ridge Wealth Management | History | Added to | 5,813 | 571 | 0.2% | 0.17% | 80 | +794 | 15.82% | Q3 2026 | Oct 08, 2026 |
| Steffes Financial, Ltd. | History | No change | 5,615 | 556 | 0.24% | 0.24% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 5,539 | 548 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holcombe Financial, Inc. | History | No change | 5,551 | 545 | 0.3% | 0.31% | 83 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FOSTER & MOTLEY INC | History | No change | 5,389 | 534 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 5,217 | 517 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,178 | 513 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 5,012 | 498 | 0.07% | 0.07% | 87 | +188 | 3.9% | Q3 2026 | Nov 02, 2026 |
| OceanIQ Capital, LLC | History | No change | 4,900 | 488 | 0.26% | 0.3% | 88 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 4,653 | 463 | 0.04% | 0.04% | 89 | +228 | 5.15% | Q3 2026 | Oct 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,575 | 453 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 4,472 | 447 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,433 | 439 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,402 | 432 | 0.01% | 0.02% | 93 | +20 | 0.46% | Q3 2026 | Oct 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 4,336 | 429 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aprio Wealth Management, LLC | History | No change | 4,322 | 425 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| XY Planning Network, Inc. | History | Added to | 4,305 | 423 | 0.05% | 0.03% | 96 | +2,014 | 87.91% | Q3 2026 | Oct 13, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 4,274 | 420 | 0.05% | 0.05% | 97 | +367 | 9.39% | Q3 2026 | Oct 19, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,278 | 420 | 0.02% | 0.02% | 98 | +136 | 3.28% | Q3 2026 | Oct 22, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 4,268 | 419 | 0.12% | 0.12% | 100 | +193 | 4.74% | Q3 2026 | Nov 02, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 4,234 | 419 | 0.12% | 0.12% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 4,084 | 401 | 0.06% | 0.06% | 101 | +77 | 1.92% | Q3 2026 | Oct 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 3,710 | 369 | 0.13% | 0.11% | 102 | +570 | 18.15% | Q3 2026 | Nov 03, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 3,629 | 359 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prudent Investor Advisors, LLC | History | New | 3,524 | 346 | 0.27% | — | 104 | +3,524 | New | Q3 2026 | Oct 22, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 3,476 | 341 | 0.05% | 0.06% | 105 | -78 | -2.19% | Q3 2026 | Oct 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,404 | 337 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 3,357 | 332 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,289 | 323 | 0.01% | 0.01% | 108 | +389 | 13.41% | Q3 2026 | Nov 04, 2026 |
| Lido Advisors, LLC | History | New | 3,248 | 319 | 0.0% | — | 109 | +3,248 | New | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,202 | 316 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,187 | 316 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McCartney Wealth Management LLC | History | No change | 2,947 | 292 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 2,956 | 290 | 0.07% | 0.06% | 113 | +453 | 18.1% | Q3 2026 | Oct 19, 2026 |
| MONECO ADVISORS, LLC | History | New | 2,921 | 287 | 0.02% | — | 114 | +2,921 | New | Q3 2026 | Nov 05, 2026 |
| BWM Planning, LLC | History | No change | 2,875 | 284 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,851 | 280 | 0.02% | 0.02% | 116 | +512 | 21.89% | Q3 2026 | Oct 20, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 2,719 | 267 | 0.05% | 0.05% | 117 | -25 | -0.91% | Q3 2026 | Oct 13, 2026 |
| Annandale Capital, LLC | History | No change | 2,695 | 267 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 2,687 | 266 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,604 | 258 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oak Wealth Advisors LLC | History | No change | 2,434 | 241 | 0.12% | 0.12% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,428 | 240 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 2,428 | 238 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,309 | 227 | 0.03% | 0.03% | 125 | +2 | 0.09% | Q3 2026 | Oct 20, 2026 |
| Focus Partners Wealth | History | No change | 2,297 | 227 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tillman Hartley LLC | History | No change | 2,251 | 223 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 2,240 | 221 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Partners Group, Inc | History | New | 2,202 | 216 | 0.02% | — | 130 | +2,202 | New | Q3 2026 | Oct 19, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 2,185 | 216 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 2,189 | 216 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,110 | 209 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 2,104 | 208 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Commonwealth Financial Services, LLC | History | New | 2,074 | 203 | 0.04% | — | 133 | +2,074 | New | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 1,864 | 184 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 1,674 | 164 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LRI Investments, LLC | History | No change | 1,451 | 143 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mosley Wealth Management | History | Added to | 1,391 | 138 | 0.04% | 0.04% | 137 | +80 | 6.1% | Q3 2026 | Oct 16, 2026 |
| Orion Capital Management LLC | History | No change | 1,293 | 128 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Team Financial Group, LLC | History | New | 1,135 | 111 | 0.04% | — | 139 | +1,135 | New | Q3 2026 | Oct 30, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1,065 | 105 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 1,036 | 101 | 0.07% | 0.01% | 141 | +882 | 572.73% | Q3 2026 | Oct 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 884 | 86 | 0.02% | 0.03% | 142 | +3 | 0.34% | Q3 2026 | Oct 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 757 | 74 | 0.01% | 0.01% | 143 | +8 | 1.07% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 680 | 67 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 556 | 55 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | Added to | 436 | 42 | 0.02% | 0.02% | 146 | +2 | 0.46% | Q3 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 421 | 41 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 396 | 39 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 358 | 35 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 225 | 22 | 0.0% | 0.0% | 150 | +24 | 11.94% | Q3 2026 | Oct 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 220 | 21 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atomic Invest LLC | History | No change | 210 | 20 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CVA Family Office, LLC | History | No change | 189 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 178 | 17 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 164 | 16 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 169 | 16 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 152 | 15 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Navigoe, LLC | History | No change | 155 | 15 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 141 | 13 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 119 | 11 | 0.0% | 0.0% | 160 | +100 | 526.32% | Q3 2026 | Oct 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 117 | 11 | 0.01% | 0.01% | 161 | +3 | 2.63% | Q3 2026 | Oct 29, 2026 |
| Essential Partners LLC | History | No change | 111 | 10 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Kings Path Partners LLC | History | No change | 90 | 8 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Burk Holdings LLC | History | Added to | 79 | 7 | 0.0% | 0.0% | 164 | +21 | 36.21% | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 55 | 5 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Qube Research & Technologies Ltd | History | No change | 38 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |