AMERICAN CENTURY ETF TRUST - AVIG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 12,970,475 | 12,970,475 | 7.52% | — | 1 | +12,970,475 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 6,089,059 | 255,271 | 1.47% | 1.37% | 2 | +978,886 | 19.16% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 2,366,751 | 99,221 | 0.01% | 0.0% | 3 | +1,031,312 | 77.23% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,775,337 | 74,427 | 0.02% | 0.02% | 4 | +169,059 | 10.52% | Q4 2025 | Feb 10, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,474,290 | 61,993 | 5.7% | 5.67% | 5 | +73,335 | 5.23% | Q4 2025 | Feb 02, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 1,385,146 | 58,069 | 6.91% | 6.58% | 6 | +102,048 | 7.95% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 1,160,373 | 48,646 | 2.9% | 2.67% | 7 | +66,496 | 6.08% | Q4 2025 | Jan 30, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 1,122,939 | 47,076 | 4.85% | 4.9% | 8 | -13,143 | -1.16% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 978,173 | 41,007 | 0.01% | 0.01% | 9 | +151,612 | 18.34% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 934,908 | 39,194 | 0.09% | 0.04% | 10 | +486,278 | 108.39% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 906,426 | 37,999 | 0.73% | 0.1% | 11 | +784,301 | 642.21% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 774,265 | 32,459 | 0.95% | — | 12 | +774,265 | New | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 771,101 | 32,326 | 4.88% | 3.52% | 13 | +241,244 | 45.53% | Q4 2025 | Jan 13, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 703,931 | 29,510 | 9.79% | 10.02% | 14 | +26,928 | 3.98% | Q4 2025 | Jan 23, 2026 |
| Echo Wealth Management, LLC | History | Added to | 622,214 | 26,085 | 15.23% | 13.94% | 15 | +54,766 | 9.65% | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 552,061 | 23,144 | 0.2% | 0.17% | 16 | +46,635 | 9.23% | Q4 2025 | Jan 05, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 540,374 | 22,654 | 4.76% | 4.88% | 17 | +36,294 | 7.2% | Q4 2025 | Feb 03, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 532,233 | 22,312 | 5.9% | 5.8% | 18 | +36,591 | 7.38% | Q4 2025 | Jan 14, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 529,715 | 22,207 | 6.16% | 6.3% | 19 | +7,249 | 1.39% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 524,440 | 21,986 | 0.02% | 0.02% | 20 | +36,361 | 7.45% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 500,600 | 20,987 | 0.0% | — | 21 | +500,600 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 417,017 | 17,482 | 0.01% | 0.0% | 22 | +53,783 | 14.81% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 407,799 | 17,096 | 0.02% | 0.02% | 23 | +29,047 | 7.67% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 389,351 | 16,322 | 0.28% | 0.2% | 24 | +163,200 | 72.16% | Q4 2025 | Feb 19, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 278,373 | 11,670 | 5.91% | 5.24% | 25 | +57,991 | 26.31% | Q4 2025 | Jan 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 273,637 | 11,471 | 0.01% | 0.0% | 26 | +60,557 | 28.42% | Q4 2025 | Feb 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 259,748 | 10,889 | 9.06% | — | 27 | +259,748 | New | Q4 2025 | Feb 06, 2026 |
| Kestra Investment Management, LLC | History | Added to | 256,523 | 10,754 | 0.26% | 0.21% | 28 | +70,939 | 38.22% | Q4 2025 | Feb 09, 2026 |
| Networth Advisors, LLC | History | New | 254,194 | 10,656 | 7.86% | — | 29 | +254,194 | New | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 227,970 | 9,557 | 0.01% | 0.02% | 30 | -20,824 | -8.37% | Q4 2025 | Mar 09, 2026 |
| &PARTNERS | History | Added to | 221,126 | 9,270 | 0.05% | 0.03% | 31 | +123,150 | 125.69% | Q4 2025 | Feb 17, 2026 |
| Cogent Private Wealth, Inc. | History | New | 203,871 | 8,546 | 6.51% | — | 32 | +203,871 | New | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 202,883 | 8,505 | 0.04% | 0.04% | 33 | +11,371 | 5.94% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 197,719 | 8,288 | 0.01% | 0.01% | 34 | +24,581 | 14.2% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 175,300 | 7,349 | 0.01% | 0.01% | 35 | +6,161 | 3.64% | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 171,930 | 7,207 | 0.3% | 0.32% | 36 | -2,179 | -1.25% | Q4 2025 | Feb 06, 2026 |
| Herold Advisors, Inc. | History | Added to | 163,371 | 6,849 | 1.53% | 1.56% | 37 | +3,407 | 2.13% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 157,053 | 6,584 | 0.0% | 0.0% | 38 | +18,617 | 13.45% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | No change | 148,512 | 6,226 | 0.19% | 0.2% | 39 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pacific Asset Management, LLC | History | Added to | 148,489 | 6,225 | 3.74% | 2.11% | 40 | +74,626 | 101.03% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 146,311 | 6,133 | 0.03% | — | 41 | +146,311 | New | Q4 2025 | Feb 05, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 145,870 | 6,115 | 0.72% | 0.7% | 42 | +3,829 | 2.7% | Q4 2025 | Jan 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 137,706 | 5,773 | 1.65% | 1.59% | 43 | +15,375 | 12.57% | Q4 2025 | Feb 11, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 137,487 | 5,763 | 0.73% | 0.93% | 44 | -23,099 | -14.38% | Q4 2025 | Feb 03, 2026 |
| B&D White Capital Company, LLC | History | Added to | 136,100 | 5,705 | 0.66% | 0.72% | 45 | +2,857 | 2.14% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 133,225 | 5,585 | 0.01% | 0.01% | 46 | +12,561 | 10.41% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 125,536 | 5,262 | 2.32% | 2.44% | 47 | -2,127 | -1.67% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 119,387 | 5,005 | 0.17% | 0.12% | 48 | +40,935 | 52.18% | Q4 2025 | Jan 13, 2026 |
| Mattern Wealth Management LLC | History | Added to | 114,774 | 4,811 | 0.93% | 0.92% | 49 | +5,690 | 5.22% | Q4 2025 | Jan 16, 2026 |
| Financial Plan, Inc. | History | New | 112,980 | 4,736 | 0.54% | — | 50 | +112,980 | New | Q4 2025 | Jan 28, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 109,118 | 4,578 | 3.43% | 2.75% | 51 | +26,455 | 32.0% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 104,122 | 4,365 | 0.49% | 0.54% | 52 | -1,204 | -1.14% | Q4 2025 | Jan 12, 2026 |
| McCartney Wealth Management LLC | History | New | 97,874 | 4,103 | 3.54% | — | 53 | +97,874 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 96,888 | 4,061 | 0.02% | 0.01% | 54 | +51,311 | 112.58% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 92,322 | 3,870 | 0.01% | 0.01% | 55 | +1,816 | 2.01% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 92,105 | 3,861 | 0.01% | 0.01% | 56 | -1,344 | -1.44% | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Added to | 82,381 | 3,453 | 0.08% | 0.08% | 57 | +5,493 | 7.14% | Q4 2025 | Feb 04, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 82,048 | 3,439 | 1.97% | 1.74% | 58 | +13,877 | 20.36% | Q4 2025 | Feb 10, 2026 |
| Wheels Up Wealth, Inc. | History | New | 77,284 | 3,239 | 3.02% | — | 59 | +77,284 | New | Q4 2025 | Feb 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 74,233 | 3,112 | 0.48% | 0.47% | 60 | +5,391 | 7.83% | Q4 2025 | Jan 21, 2026 |
| EJMK Ventures LLC | History | New | 73,715 | 3,090 | 1.9% | — | 61 | +73,715 | New | Q4 2025 | Mar 03, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 71,125 | 2,981 | 1.07% | 1.05% | 62 | -200 | -0.28% | Q4 2025 | Jan 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 66,509 | 2,794 | 0.19% | 0.21% | 63 | -1,001 | -1.48% | Q4 2025 | Jan 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 64,406 | 2,700 | 0.91% | 0.92% | 64 | -940 | -1.44% | Q4 2025 | Jan 07, 2026 |
| marrick wealth, LLC | History | New | 63,895 | 2,678 | 2.19% | — | 65 | +63,895 | New | Q4 2025 | Feb 13, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 61,602 | 2,582 | 0.12% | 0.12% | 66 | +1,554 | 2.59% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 57,369 | 2,405 | 0.06% | 0.05% | 67 | +8,259 | 16.82% | Q4 2025 | Feb 17, 2026 |
| Approach Retirement Advisors, LLC | History | New | 56,867 | 2,384 | 2.05% | — | 68 | +56,867 | New | Q4 2025 | Jan 29, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 53,683 | 2,250 | 1.6% | 1.68% | 69 | -637 | -1.17% | Q4 2025 | Jan 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 52,329 | 2,193 | 0.07% | 0.06% | 70 | +5,515 | 11.78% | Q4 2025 | Jan 09, 2026 |
| Truepoint, Inc. | History | Added to | 50,927 | 2,134 | 0.05% | 0.05% | 71 | +60 | 0.12% | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 50,478 | 2,116 | 0.06% | 0.11% | 72 | +7,045 | 16.22% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,471 | 1,990 | 0.0% | 0.0% | 73 | +13,129 | 38.23% | Q4 2025 | Feb 17, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 38,544 | 1,615 | 0.81% | 0.86% | 74 | +448 | 1.18% | Q4 2025 | Feb 06, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 36,921 | 1,547 | 0.64% | 0.52% | 75 | -190 | -0.51% | Q4 2025 | Jan 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 33,650 | 1,410 | 0.25% | — | 76 | +33,650 | New | Q4 2025 | Feb 06, 2026 |
| Life Planning Partners, Inc | History | Added to | 31,349 | 1,314 | 1.01% | 0.93% | 77 | +927 | 3.05% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 29,460 | 1,235 | 0.0% | — | 78 | +29,460 | New | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | No change | 26,063 | 1,092 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 26,026 | 1,091 | 0.49% | 0.68% | 80 | -7,673 | -22.77% | Q4 2025 | Jan 26, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 23,267 | 975 | 0.32% | 0.47% | 81 | -8,655 | -27.11% | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 22,867 | 958 | 0.2% | — | 82 | +22,867 | New | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 22,310 | 935 | 0.0% | — | 83 | +22,310 | New | Q4 2025 | Feb 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 22,173 | 929 | 0.19% | 0.19% | 84 | +658 | 3.06% | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | Added to | 21,428 | 898 | 0.3% | 0.06% | 85 | +17,476 | 442.21% | Q4 2025 | Feb 03, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 20,893 | 875 | 0.02% | 0.02% | 86 | +909 | 4.55% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 18,355 | 769 | 0.18% | 0.19% | 87 | -77 | -0.42% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 17,930 | 751 | 0.08% | 0.08% | 88 | +1,311 | 7.89% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 17,866 | 749 | 0.0% | 0.0% | 89 | +139 | 0.78% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 17,483 | 732 | 0.0% | 0.0% | 90 | +15,148 | 648.74% | Q4 2025 | Jan 29, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 17,460 | 731 | 0.34% | 0.38% | 91 | -110 | -0.63% | Q4 2025 | Jan 26, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 17,042 | 714 | 0.16% | 0.16% | 92 | +1,594 | 10.32% | Q4 2025 | Jan 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 16,788 | 703 | 0.08% | 0.09% | 93 | -2,235 | -11.75% | Q4 2025 | Feb 13, 2026 |
| Tillman Hartley LLC | History | Reduced | 16,727 | 701 | 0.18% | 0.18% | 94 | -107 | -0.64% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 15,731 | 661 | 0.03% | 0.03% | 95 | +1,289 | 8.93% | Q4 2025 | Feb 03, 2026 |
| Wealth Management Nebraska | History | Added to | 15,597 | 653 | 0.07% | 0.07% | 96 | +882 | 5.99% | Q4 2025 | Jan 28, 2026 |
| Ares Financial Consulting, LLC | History | New | 13,874 | 581 | 0.55% | — | 97 | +13,874 | New | Q4 2025 | Jan 30, 2026 |
| ATLas Financial Planning LLC | History | New | 13,532 | 567 | 0.56% | — | 98 | +13,532 | New | Q4 2025 | Feb 17, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 13,059 | 547 | 0.39% | 0.38% | 99 | +950 | 7.85% | Q4 2025 | Jan 27, 2026 |
| Bank of New Hampshire | History | New | 12,450 | 521 | 0.12% | — | 100 | +12,450 | New | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,358 | 518 | 0.0% | 0.0% | 101 | +7,641 | 161.99% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 12,108 | 507 | 0.03% | 0.04% | 102 | +250 | 2.11% | Q4 2025 | Feb 23, 2026 |
| Visionary Wealth Advisors | History | New | 12,035 | 504 | 0.02% | — | 103 | +12,035 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,611 | 486 | 0.0% | 0.0% | 104 | +1,842 | 18.86% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | New | 11,359 | 476 | 0.04% | — | 105 | +11,359 | New | Q4 2025 | Jan 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 10,368 | 434 | 0.14% | 0.15% | 106 | -4,313 | -29.38% | Q4 2025 | Jan 21, 2026 |
| Accredited Investors Inc. | History | New | 9,944 | 416 | 0.02% | — | 107 | +9,944 | New | Q4 2025 | Feb 05, 2026 |
| JDM Financial Group LLC | History | New | 9,914 | 415 | 0.16% | — | 108 | +9,914 | New | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,491 | 397 | 0.01% | 0.01% | 109 | +137 | 1.46% | Q4 2025 | Jan 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 9,338 | 391 | 0.01% | — | 110 | +9,338 | New | Q4 2025 | Jan 23, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 9,266 | 388 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,719 | 365 | 0.0% | 0.0% | 112 | +3,515 | 67.54% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 8,488 | 355 | 0.02% | 0.1% | 113 | -25,642 | -75.13% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,867 | 329 | 0.0% | 0.0% | 114 | -91 | -1.14% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 7,722 | 323 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | No change | 7,450 | 312 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Trailhead Planners LLC | History | New | 7,439 | 311 | 0.31% | — | 117 | +7,439 | New | Q4 2025 | Feb 12, 2026 |
| Oceanside Advisors LLC | History | Reduced | 7,382 | 309 | 0.19% | 0.21% | 118 | -580 | -7.28% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,310 | 306 | 0.0% | 0.0% | 119 | +104 | 1.44% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | New | 7,113 | 298 | 0.02% | — | 120 | +7,113 | New | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 7,090 | 297 | 0.2% | 0.21% | 121 | -29 | -0.41% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,823 | 286 | 0.0% | 0.0% | 122 | +4,748 | 228.82% | Q4 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | No change | 6,635 | 278 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 6,095 | 255 | 0.0% | — | 124 | +6,095 | New | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,092 | 255 | 0.0% | 0.0% | 125 | +142 | 2.39% | Q4 2025 | Feb 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 5,875 | 246 | 0.09% | 0.09% | 126 | +49 | 0.84% | Q4 2025 | Feb 09, 2026 |
| Meredith Wealth Planning | History | Added to | 5,802 | 243 | 0.07% | 0.08% | 127 | +84 | 1.47% | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | New | 5,664 | 237 | 0.0% | — | 128 | +5,664 | New | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,664 | 237 | 0.06% | — | 129 | +5,664 | New | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,565 | 233 | 0.0% | 0.0% | 130 | -864 | -13.44% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 5,491 | 230 | 0.02% | — | 131 | +5,491 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | New | 4,952 | 207 | 0.03% | — | 132 | +4,952 | New | Q4 2025 | Jan 14, 2026 |
| Keel Point, LLC | History | No change | 4,863 | 203 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | New | 4,763 | 200 | 0.01% | — | 134 | +4,763 | New | Q4 2025 | Feb 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4,690 | 196 | 0.08% | — | 135 | +4,690 | New | Q4 2025 | Feb 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,595 | 192 | 0.02% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,975 | 124 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,534 | 106 | 0.0% | 0.0% | 138 | +16 | 0.64% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,436 | 102 | 0.0% | 0.0% | 139 | -1,704 | -41.16% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 2,170 | 90 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,349 | 56 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 730 | 30 | 0.0% | — | 142 | +730 | New | Q4 2025 | Mar 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 647 | 27 | 0.0% | — | 143 | +647 | New | Q4 2025 | Jan 23, 2026 |
| Lodestone Wealth Management LLC | History | New | 603 | 25 | 0.01% | — | 144 | +603 | New | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Added to | 573 | 24 | 0.0% | 0.0% | 145 | +8 | 1.42% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 538 | 22 | 0.02% | 0.02% | 146 | -43 | -7.4% | Q4 2025 | Jan 29, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 479 | 20 | 0.01% | 0.88% | 147 | -33,614 | -98.6% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | No change | 341 | 14 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 302 | 12 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 204 | 8 | 0.0% | 0.0% | 150 | +116 | 131.82% | Q4 2025 | Feb 11, 2026 |
| POM Investment Strategies, LLC | History | New | 163 | 6 | 0.0% | — | 151 | +163 | New | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 66 | 2 | 0.0% | — | 153 | +66 | New | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 33 | 1 | 0.0% | — | 154 | +33 | New | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -975,121 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,269 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.21% | — | -30,652 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,576 | -100.0% | Q3 2025 | Nov 07, 2025 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.02% | — | -5,410 | -100.0% | Q3 2025 | Oct 08, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,954 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,501 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Spurstone Advisory Services, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |