AMERICAN CENTURY ETF TRUST - AVIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Reduced | 6,527,797 | 270,316 | 1.26% | 1.47% | 1 | -7,204 | -0.11% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Added to | 2,802,723 | 116,060 | 0.01% | 0.01% | 2 | +505,918 | 22.03% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,065,939 | 85,550 | 0.02% | 0.02% | 3 | +186,420 | 9.92% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,570,423 | 65,031 | 0.03% | 0.02% | 4 | +789,074 | 100.99% | Q2 2026 | Aug 12, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,555,647 | 64,419 | 5.51% | 5.73% | 5 | +24,116 | 1.57% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,453,103 | 60,173 | 0.12% | 0.14% | 6 | +90,910 | 6.67% | Q2 2026 | Aug 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 1,283,956 | 53,168 | 1.79% | 2.85% | 7 | +71,486 | 5.9% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,151,126 | 47,668 | 0.75% | 0.73% | 8 | +178,141 | 18.31% | Q2 2026 | Aug 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 865,475 | 35,839 | 4.82% | 5.03% | 9 | +65,860 | 8.24% | Q2 2026 | Aug 12, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 853,777 | 35,354 | 9.93% | 10.07% | 10 | +80,469 | 10.41% | Q2 2026 | Jul 31, 2026 |
| Echo Wealth Management, LLC | History | Added to | 828,460 | 34,306 | 17.51% | 18.54% | 11 | +53,401 | 6.89% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | Reduced | 811,747 | 33,614 | 0.01% | 0.01% | 12 | -184,893 | -18.55% | Q2 2026 | Aug 07, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 754,164 | 31,229 | 3.43% | 3.37% | 13 | +48,622 | 6.89% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 708,154 | 29,325 | 0.18% | 0.21% | 14 | +74,020 | 11.67% | Q2 2026 | Jul 20, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 683,919 | 28,321 | 4.9% | 4.91% | 15 | +90,017 | 15.16% | Q2 2026 | Jul 27, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 667,155 | 27,626 | 2.82% | 3.4% | 16 | -74,498 | -10.04% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 651,414 | 26,975 | 0.01% | 0.01% | 17 | +142,094 | 27.9% | Q2 2026 | Aug 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 594,740 | 24,628 | 5.42% | 6.2% | 18 | +29,908 | 5.3% | Q2 2026 | Jul 09, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 553,222 | 22,908 | 4.95% | 5.56% | 19 | +657 | 0.12% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 526,744 | 21,812 | 0.0% | 0.0% | 20 | +18,003 | 3.54% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 526,067 | 21,784 | 0.35% | — | 21 | +526,067 | New | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Added to | 521,414 | 21,591 | 0.01% | 0.01% | 22 | +31,097 | 6.34% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | Added to | 514,015 | 21,285 | 2.46% | 2.68% | 23 | +16,248 | 3.26% | Q2 2026 | Jul 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | New | 497,752 | 20,611 | 3.17% | — | 24 | +497,752 | New | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 417,865 | 17,303 | 0.02% | 0.02% | 25 | +11,898 | 2.93% | Q2 2026 | Jul 28, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 413,351 | 17,116 | 5.78% | — | 26 | +413,351 | New | Q2 2026 | Jul 21, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 383,166 | 15,866 | 6.74% | 7.02% | 27 | +30,129 | 8.53% | Q2 2026 | Jul 14, 2026 |
| Align Financial, LLC | History | Added to | 363,191 | 15,039 | 7.46% | 7.82% | 28 | +32,100 | 9.7% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 347,406 | 14,386 | 0.05% | 0.05% | 29 | +86,739 | 33.28% | Q2 2026 | Aug 14, 2026 |
| Networth Advisors, LLC | History | Added to | 303,799 | 12,580 | 7.31% | 7.8% | 30 | +38,110 | 14.34% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 300,686 | 12,451 | 0.0% | 0.0% | 31 | +114,664 | 61.64% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 289,797 | 12,000 | 0.05% | 0.04% | 32 | +61,113 | 26.72% | Q2 2026 | Aug 11, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 288,554 | 11,949 | 8.71% | 9.16% | 33 | +16,772 | 6.17% | Q2 2026 | Jul 31, 2026 |
| Kestra Investment Management, LLC | History | Added to | 284,724 | 11,790 | 0.23% | 0.16% | 34 | +59,600 | 26.47% | Q2 2026 | Aug 05, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 273,103 | 11,309 | 7.07% | 6.92% | 35 | +42,259 | 18.31% | Q2 2026 | Aug 05, 2026 |
| EJMK Ventures LLC | History | Added to | 257,533 | 10,664 | 4.84% | 3.82% | 36 | +92,823 | 56.36% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Added to | 242,321 | 10,034 | 0.01% | 0.01% | 37 | +10,807 | 4.67% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 235,829 | 9,765 | 0.01% | 0.01% | 38 | +18,711 | 8.62% | Q2 2026 | Jul 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 222,640 | 9,219 | 1.33% | 1.2% | 39 | +40,499 | 22.23% | Q2 2026 | Jul 23, 2026 |
| Trajan Wealth LLC | History | Added to | 204,416 | 8,464 | 0.32% | 0.31% | 40 | +18,650 | 10.04% | Q2 2026 | Aug 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 195,503 | 8,095 | 3.97% | 4.34% | 41 | +8,282 | 4.42% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | Added to | 193,793 | 8,024 | 0.17% | 0.06% | 42 | +153,452 | 380.39% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Added to | 188,219 | 7,792 | 1.54% | 1.59% | 43 | +13,779 | 7.9% | Q2 2026 | Jul 22, 2026 |
| Financial Plan, Inc. | History | Added to | 172,083 | 7,125 | 0.68% | 0.67% | 44 | +20,572 | 13.58% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 164,608 | 6,816 | 0.2% | 0.19% | 45 | +31,823 | 23.97% | Q2 2026 | Jul 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 154,878 | 6,413 | 1.56% | 1.54% | 46 | +25,461 | 19.67% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 153,581 | 6,359 | 0.77% | 0.6% | 47 | +49,212 | 47.15% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 148,924 | 6,166 | 0.01% | 0.02% | 48 | -5,021 | -3.26% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | New | 148,583 | 6,152 | 0.03% | — | 49 | +148,583 | New | Q2 2026 | Jul 27, 2026 |
| Plancorp, LLC | History | No change | 148,512 | 6,069 | 0.15% | 0.18% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 145,608 | 6,029 | 0.7% | 0.73% | 51 | -471 | -0.32% | Q2 2026 | Jul 24, 2026 |
| B&D White Capital Company, LLC | History | Added to | 144,961 | 6,002 | 0.6% | 0.72% | 52 | +4,269 | 3.03% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | New | 133,497 | 5,528 | 0.02% | — | 53 | +133,497 | New | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 132,400 | 5,482 | 0.57% | 0.67% | 54 | +1,725 | 1.32% | Q2 2026 | Jul 30, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 132,047 | 5,468 | 2.16% | 2.25% | 55 | +7,347 | 5.89% | Q2 2026 | Jul 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 115,169 | 4,769 | 0.02% | 0.02% | 56 | +14,318 | 14.2% | Q2 2026 | Jul 28, 2026 |
| Mattern Wealth Management LLC | History | Added to | 114,663 | 4,748 | 0.78% | 0.92% | 57 | +1,271 | 1.12% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 108,749 | 4,503 | 0.01% | 0.01% | 58 | +8,848 | 8.86% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 108,363 | 4,501 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Added to | 103,305 | 4,277 | 3.24% | 3.48% | 60 | +3,820 | 3.84% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Reduced | 101,790 | 4,215 | 0.03% | 0.13% | 61 | -4,892 | -4.59% | Q2 2026 | Aug 10, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 100,536 | 4,163 | 0.41% | 0.47% | 62 | -479 | -0.47% | Q2 2026 | Jul 08, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 98,946 | 4,097 | 1.96% | 2.11% | 63 | +5,016 | 5.34% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 96,308 | 3,988 | 0.0% | 0.0% | 64 | +88,633 | 1154.83% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Added to | 92,416 | 3,826 | 0.09% | 0.04% | 65 | +4,675 | 5.33% | Q2 2026 | Aug 12, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 90,260 | 3,737 | 2.6% | 2.69% | 66 | +1,333 | 1.5% | Q2 2026 | Aug 07, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 87,837 | 3,637 | 0.48% | 0.55% | 67 | +472 | 0.54% | Q2 2026 | Aug 04, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 81,380 | 3,369 | 2.86% | 3.04% | 68 | +3,493 | 4.48% | Q2 2026 | Jul 27, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 79,911 | 3,309 | 0.7% | — | 69 | +79,911 | New | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 76,445 | 3,165 | 0.0% | 0.0% | 70 | +7,037 | 10.14% | Q2 2026 | Aug 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 70,721 | 2,928 | 0.87% | 0.99% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 68,659 | 2,843 | 0.17% | 0.2% | 72 | +1,413 | 2.1% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 68,259 | 2,826 | 0.11% | 0.12% | 73 | +3,838 | 5.96% | Q2 2026 | Aug 12, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 67,793 | 2,807 | 2.04% | 2.08% | 74 | +7,590 | 12.61% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 66,435 | 2,751 | 0.06% | 0.07% | 75 | -1,194 | -1.77% | Q2 2026 | Aug 14, 2026 |
| marrick wealth, LLC | History | Added to | 64,421 | 2,667 | 1.89% | 2.03% | 76 | +6,328 | 10.89% | Q2 2026 | Jul 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 63,159 | 2,615 | 0.06% | 0.06% | 77 | +7,641 | 13.76% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 57,893 | 2,397 | 0.02% | 0.02% | 78 | +7,163 | 14.12% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 57,721 | 2,390 | 0.04% | — | 79 | +57,721 | New | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 56,169 | 2,325 | 0.09% | 0.05% | 80 | +29,165 | 108.0% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | New | 53,855 | 2,230 | 1.09% | — | 81 | +53,855 | New | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 53,055 | 2,197 | 0.06% | 0.07% | 82 | +288 | 0.55% | Q2 2026 | Jul 07, 2026 |
| Spectrum Advisors, Inc. | History | No change | 51,558 | 2,141 | 1.69% | 1.69% | 83 | 0 | 0.0% | Q1 2026 | Sep 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 51,351 | 2,126 | 0.0% | 0.0% | 84 | -281,623 | -84.58% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 47,208 | 1,927 | 0.03% | — | 86 | +47,208 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 47,208 | 1,927 | 0.03% | 0.02% | 85 | +23,468 | 98.85% | Q2 2026 | Jul 29, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 46,422 | 1,922 | 0.72% | 0.63% | 87 | +9,946 | 27.27% | Q2 2026 | Jul 23, 2026 |
| Freedom Financial Partners LLC | History | Added to | 43,239 | 1,790 | 0.58% | 0.09% | 88 | +37,027 | 596.06% | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 43,086 | 1,784 | 0.32% | 0.26% | 89 | +13,360 | 44.94% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,927 | 1,777 | 0.0% | 0.0% | 90 | +31,173 | 265.21% | Q2 2026 | Sep 02, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 41,947 | 1,737 | 0.85% | 0.85% | 91 | +1,318 | 3.24% | Q2 2026 | Jul 16, 2026 |
| Tillman Hartley LLC | History | Added to | 39,448 | 1,633 | 0.37% | 0.25% | 92 | +15,070 | 61.82% | Q2 2026 | Aug 06, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 39,242 | 1,624 | 0.49% | 0.53% | 93 | +510 | 1.32% | Q2 2026 | Jul 24, 2026 |
| ATLas Financial Planning LLC | History | Added to | 35,399 | 1,465 | 1.19% | 0.5% | 94 | +21,867 | 161.59% | Q2 2026 | Jul 22, 2026 |
| Orion Capital Management LLC | History | Added to | 35,372 | 1,464 | 0.45% | 0.43% | 95 | +5,365 | 17.88% | Q2 2026 | Aug 17, 2026 |
| Life Planning Partners, Inc | History | Reduced | 31,799 | 1,316 | 0.98% | 1.02% | 96 | -292 | -0.91% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 30,887 | 1,278 | 0.0% | 0.0% | 97 | +19,986 | 183.34% | Q2 2026 | Aug 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 30,640 | 1,268 | 0.74% | 1.31% | 98 | -16,150 | -34.52% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | Added to | 30,213 | 1,251 | 0.0% | 0.0% | 99 | +7,586 | 33.53% | Q2 2026 | Aug 12, 2026 |
| Truepoint, Inc. | History | Reduced | 28,695 | 1,188 | 0.02% | 0.04% | 100 | -13,222 | -31.54% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,499 | 1,180 | 0.0% | 0.0% | 101 | -37,796 | -57.01% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 28,466 | 1,169 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,788 | 1,109 | 0.0% | 0.0% | 103 | -1,698 | -5.96% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 25,905 | 1,072 | 0.2% | 0.23% | 104 | -761 | -2.85% | Q2 2026 | Aug 07, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 25,640 | 1,061 | 0.44% | 0.51% | 105 | -217 | -0.84% | Q2 2026 | Aug 11, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 25,449 | 1,053 | 0.54% | 0.49% | 106 | +4,595 | 22.03% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | Added to | 24,698 | 1,023 | 0.0% | 0.0% | 107 | +3,007 | 13.86% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 24,682 | 1,022 | 0.13% | 0.18% | 108 | -4,529 | -15.5% | Q2 2026 | Jul 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 22,725 | 941 | 0.36% | 0.37% | 110 | +1,294 | 6.04% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,643 | 941 | 0.0% | 0.0% | 109 | -1,178 | -4.95% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,757 | 904 | 0.0% | 0.0% | 111 | +2,640 | 13.81% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,031 | 870 | 0.0% | 0.0% | 112 | +1,073 | 5.38% | Q2 2026 | Aug 05, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 20,936 | 866 | 0.24% | 0.27% | 113 | -26 | -0.12% | Q2 2026 | Jul 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 20,815 | 864 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | Reduced | 19,175 | 793 | 0.08% | 0.76% | 115 | -1,396 | -6.79% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | Reduced | 18,521 | 766 | 0.06% | 0.09% | 116 | -6,969 | -27.34% | Q2 2026 | Jul 16, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 18,476 | 765 | 0.65% | 0.72% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FSA Advisors, Inc. | History | Added to | 18,245 | 755 | 0.35% | 0.16% | 118 | +12,229 | 203.27% | Q2 2026 | Aug 17, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 18,170 | 752 | 0.31% | 0.32% | 119 | +2,409 | 15.28% | Q2 2026 | Jul 16, 2026 |
| Jacobi Capital Management LLC | History | Added to | 17,577 | 727 | 0.04% | 0.03% | 120 | +4,366 | 33.05% | Q2 2026 | Jul 31, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 16,830 | 696 | 0.06% | 0.07% | 121 | +280 | 1.69% | Q2 2026 | Aug 11, 2026 |
| Wealth Management Nebraska | History | Reduced | 15,266 | 632 | 0.06% | 0.07% | 122 | -204 | -1.32% | Q2 2026 | Jul 27, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 14,154 | 586 | 0.38% | 0.38% | 123 | +1,420 | 11.15% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,210 | 547 | 0.01% | 0.0% | 124 | +3,842 | 41.01% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | New | 12,965 | 536 | 0.02% | — | 125 | +12,965 | New | Q2 2026 | Jul 14, 2026 |
| Bank of New Hampshire | History | No change | 12,445 | 515 | 0.11% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,175 | 504 | 0.01% | 0.01% | 127 | -955 | -7.27% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 11,865 | 491 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 10,480 | 433 | 0.07% | 0.07% | 129 | +1,215 | 13.11% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,404 | 430 | 0.0% | 0.0% | 130 | +809 | 8.43% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,660 | 400 | 0.0% | 0.0% | 131 | +100 | 1.05% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9,011 | 372 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Richmond Brothers, Inc. | History | New | 8,600 | 356 | 0.19% | — | 133 | +8,600 | New | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | New | 8,438 | 349 | 0.04% | — | 134 | +8,438 | New | Q2 2026 | Jul 14, 2026 |
| Mutual Advisors, LLC | History | No change | 8,044 | 333 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 7,705 | 319 | 0.0% | 0.04% | 136 | -69,292 | -89.99% | Q2 2026 | Aug 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 7,722 | 319 | 0.05% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,229 | 299 | 0.0% | 0.0% | 138 | +1,137 | 18.66% | Q2 2026 | Aug 18, 2026 |
| Oceanside Advisors LLC | History | Reduced | 7,025 | 290 | 0.15% | 0.21% | 139 | -1,689 | -19.38% | Q2 2026 | Jul 27, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 6,836 | 283 | 0.09% | 0.09% | 140 | +271 | 4.13% | Q2 2026 | Jul 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 6,857 | 283 | 0.17% | 0.18% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 6,635 | 274 | 0.01% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beacon Capital Management, LLC | History | Added to | 6,616 | 273 | 0.04% | 0.05% | 143 | +335 | 5.33% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | New | 6,574 | 272 | 0.0% | — | 144 | +6,574 | New | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,534 | 270 | 0.0% | 0.0% | 145 | +28 | 0.43% | Q2 2026 | Aug 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,216 | 257 | 0.0% | 0.0% | 146 | -113 | -1.79% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,106 | 252 | 0.0% | 0.0% | 147 | +2,571 | 72.73% | Q2 2026 | Aug 12, 2026 |
| Boomfish Wealth Group, LLC | History | New | 6,049 | 250 | 0.11% | — | 148 | +6,049 | New | Q2 2026 | Aug 04, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,776 | 239 | 0.01% | 0.02% | 149 | -2,347 | -28.89% | Q2 2026 | Jul 28, 2026 |
| Freedom Day Solutions, LLC | History | New | 5,717 | 236 | 0.05% | — | 151 | +5,717 | New | Q2 2026 | Jul 24, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 5,713 | 236 | 0.01% | 0.02% | 150 | +222 | 4.04% | Q2 2026 | Aug 10, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 5,636 | 233 | 0.17% | 0.2% | 152 | -570 | -9.18% | Q2 2026 | Jul 09, 2026 |
| JDM Financial Group LLC | History | Reduced | 5,109 | 211 | 0.07% | 0.17% | 153 | -5,549 | -52.06% | Q2 2026 | Aug 17, 2026 |
| NWAM LLC | History | New | 5,100 | 211 | 0.01% | — | 154 | +5,100 | New | Q2 2026 | Jul 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 5,026 | 208 | 0.08% | 0.01% | 155 | +4,582 | 1031.98% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 4,863 | 201 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,595 | 190 | 0.01% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,369 | 180 | 0.05% | 0.15% | 158 | -10,054 | -69.71% | Q2 2026 | Aug 03, 2026 |
| RHL GROUP, LLC | History | Added to | 3,098 | 127 | 0.11% | 0.01% | 159 | +2,769 | 841.64% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,975 | 123 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2,805 | 116 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 1,793 | 74 | 0.0% | — | 162 | +1,793 | New | Q2 2026 | Aug 13, 2026 |
| LAM GROUP, INC. | History | Added to | 1,785 | 73 | 0.04% | — | 163 | +1,775 | 17750.0% | Q2 2026 | Jul 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,441 | 59 | 0.05% | 0.04% | 164 | +317 | 28.2% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,317 | 54 | 0.0% | 0.0% | 165 | -1,136 | -46.31% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,284 | 53 | 0.0% | 0.01% | 166 | -886 | -40.83% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 910 | 37 | 0.0% | 0.0% | 167 | +847 | 1344.44% | Q2 2026 | Jul 22, 2026 |
| SHP Wealth Management | History | Added to | 725 | 30 | 0.0% | 0.0% | 168 | +3 | 0.42% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 721 | 29 | 0.0% | — | 169 | +721 | New | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 613 | 25 | 0.01% | 0.01% | 170 | +6 | 0.99% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 583 | 24 | 0.0% | — | 171 | +583 | New | Q2 2026 | Aug 06, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 448 | 18 | 0.0% | 0.01% | 172 | +4 | 0.9% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | New | 327 | 13 | 0.0% | — | 173 | +327 | New | Q2 2026 | Jul 30, 2026 |
| Key Capital Management, INC | History | Added to | 291 | 12 | 0.01% | — | 175 | +284 | 4057.14% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 302 | 12 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 285 | 11 | 0.0% | 0.0% | 176 | +81 | 39.71% | Q2 2026 | Aug 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 175 | 7 | 0.0% | 0.93% | 177 | -61,925 | -99.72% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | New | 100 | 4 | 0.0% | — | 178 | +100 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 64 | 2 | 0.0% | — | 180 | +64 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.05% | — | -221,126 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -182,226 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -35,441 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,245 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,131 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,944 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,556 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Trailhead Planners LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -7,439 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,664 | -100.0% | Q2 2026 | Aug 13, 2026 |
| 55 North Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,664 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,929 | -100.0% | Q2 2026 | Jul 10, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,349 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,231 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -719 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -647 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |