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 | No change | 6,527,797 | 270,316 | 1.26% | 1.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 2,802,723 | 116,060 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,065,939 | 85,550 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,570,423 | 65,031 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 1,541,584 | 60,723 | 5.16% | 5.51% | 5 | -14,063 | -0.9% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,453,103 | 60,173 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,151,126 | 47,668 | 0.75% | 0.75% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,079,660 | 42,527 | 1.24% | 1.79% | 8 | -204,296 | -15.91% | Q3 2026 | Oct 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 906,619 | 35,711 | 4.52% | 4.82% | 9 | +41,144 | 4.75% | Q3 2026 | Oct 23, 2026 |
| Echo Wealth Management, LLC | History | Added to | 900,669 | 35,477 | 17.4% | 17.51% | 10 | +72,209 | 8.72% | Q3 2026 | Oct 15, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 853,777 | 35,354 | 9.93% | 9.93% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 811,747 | 33,614 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 754,164 | 31,229 | 3.43% | 3.43% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 715,970 | 28,202 | 4.57% | 4.9% | 14 | +32,051 | 4.69% | Q3 2026 | Nov 02, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 667,155 | 27,626 | 2.82% | 2.82% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 651,414 | 26,975 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 653,295 | 25,733 | 0.16% | 0.18% | 17 | -54,859 | -7.75% | Q3 2026 | Oct 26, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 616,150 | 24,270 | 5.17% | 5.42% | 18 | +21,410 | 3.6% | Q3 2026 | Oct 19, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 565,930 | 22,291 | 4.59% | 4.95% | 19 | +12,708 | 2.3% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 526,744 | 21,812 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | Added to | 549,151 | 21,631 | 2.42% | 2.46% | 21 | +35,136 | 6.84% | Q3 2026 | Oct 19, 2026 |
| Creative Planning | History | Added to | 549,064 | 21,627 | 0.01% | 0.01% | 22 | +27,650 | 5.3% | Q3 2026 | Nov 02, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 496,642 | 19,562 | 2.97% | 3.17% | 23 | -1,110 | -0.22% | Q3 2026 | Oct 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 469,530 | 18,494 | 0.02% | 0.02% | 24 | +51,665 | 12.36% | Q3 2026 | Oct 30, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 421,802 | 16,614 | 6.82% | 6.74% | 25 | +38,636 | 10.08% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 379,471 | 14,947 | 0.61% | 0.35% | 26 | -146,596 | -27.87% | Q3 2026 | Oct 21, 2026 |
| Align Financial, LLC | History | Added to | 366,727 | 14,445 | 6.88% | 7.46% | 27 | +3,536 | 0.97% | Q3 2026 | Oct 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 347,406 | 14,386 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 332,115 | 13,082 | 4.26% | 5.78% | 29 | -81,236 | -19.65% | Q3 2026 | Oct 20, 2026 |
| Networth Advisors, LLC | History | Added to | 316,547 | 12,468 | 7.16% | 7.31% | 30 | +12,748 | 4.2% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 300,686 | 12,451 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 315,677 | 12,450 | 0.02% | — | 32 | +315,677 | New | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 289,797 | 12,000 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 299,946 | 11,814 | 8.58% | 8.71% | 34 | +11,392 | 3.95% | Q3 2026 | Nov 04, 2026 |
| EJMK Ventures LLC | History | Added to | 299,677 | 11,804 | 4.97% | 4.84% | 35 | +42,144 | 16.36% | Q3 2026 | Oct 21, 2026 |
| Kestra Investment Management, LLC | History | Added to | 297,900 | 11,734 | 0.22% | 0.23% | 36 | +13,176 | 4.63% | Q3 2026 | Nov 04, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 273,103 | 11,309 | 7.07% | 7.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 242,321 | 10,034 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 247,757 | 9,759 | 0.01% | 0.01% | 39 | +11,928 | 5.06% | Q3 2026 | Nov 02, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 224,866 | 8,857 | 1.24% | 1.33% | 40 | +2,226 | 1.0% | Q3 2026 | Oct 14, 2026 |
| Trajan Wealth LLC | History | No change | 204,416 | 8,464 | 0.32% | 0.32% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 193,793 | 8,024 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 191,551 | 7,545 | 3.7% | 3.97% | 43 | -3,952 | -2.02% | Q3 2026 | Oct 15, 2026 |
| Herold Advisors, Inc. | History | Reduced | 185,470 | 7,305 | 1.43% | 1.54% | 44 | -2,749 | -1.46% | Q3 2026 | Oct 19, 2026 |
| Financial Plan, Inc. | History | No change | 172,083 | 7,125 | 0.68% | 0.68% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 175,584 | 6,916 | 1.67% | 1.56% | 46 | +20,706 | 13.37% | Q3 2026 | Nov 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 153,581 | 6,359 | 0.77% | 0.77% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 148,924 | 6,166 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 148,583 | 6,152 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 153,974 | 6,065 | 0.02% | 0.02% | 50 | +38,805 | 33.69% | Q3 2026 | Nov 02, 2026 |
| Plancorp, LLC | History | Reduced | 148,508 | 5,969 | 0.14% | 0.15% | 51 | -4 | -0.0% | Q3 2026 | Nov 02, 2026 |
| B&D White Capital Company, LLC | History | Added to | 149,627 | 5,893 | 0.57% | 0.6% | 52 | +4,666 | 3.22% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 146,341 | 5,764 | 0.17% | 0.2% | 53 | -18,267 | -11.1% | Q3 2026 | Oct 08, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 144,379 | 5,687 | 0.66% | 0.7% | 54 | -1,229 | -0.84% | Q3 2026 | Nov 02, 2026 |
| Savant Capital, LLC | History | No change | 133,497 | 5,528 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 132,047 | 5,468 | 2.16% | 2.16% | 56 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 111,622 | 4,396 | 0.71% | 0.78% | 57 | -3,041 | -2.65% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,499 | 4,392 | 0.01% | 0.01% | 58 | +2,750 | 2.53% | Q3 2026 | Nov 02, 2026 |
| McCartney Wealth Management LLC | History | No change | 103,305 | 4,277 | 3.24% | 3.24% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 101,790 | 4,215 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 98,946 | 4,097 | 1.96% | 1.96% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96,308 | 3,988 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 99,256 | 3,909 | 0.38% | 0.41% | 63 | -1,280 | -1.27% | Q3 2026 | Nov 03, 2026 |
| Independent Advisor Alliance | History | No change | 92,416 | 3,826 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 90,260 | 3,737 | 2.6% | 2.6% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 93,650 | 3,688 | 0.14% | 0.09% | 66 | +37,481 | 66.73% | Q3 2026 | Nov 04, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 87,840 | 3,460 | 0.48% | 0.48% | 67 | +3 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 86,392 | 3,402 | 0.32% | 0.57% | 68 | -46,008 | -34.75% | Q3 2026 | Oct 28, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 85,244 | 3,357 | 2.84% | 2.86% | 69 | +3,864 | 4.75% | Q3 2026 | Oct 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 76,445 | 3,165 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 78,321 | 3,113 | 0.05% | 0.03% | 71 | +31,113 | 65.91% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 78,321 | 3,113 | 0.05% | 0.03% | 72 | +31,113 | 65.91% | Q3 2026 | Oct 20, 2026 |
| marrick wealth, LLC | History | Added to | 74,439 | 2,932 | 2.06% | 1.89% | 73 | +10,018 | 15.55% | Q3 2026 | Oct 20, 2026 |
| Freedom Financial Partners LLC | History | Added to | 73,923 | 2,911 | 0.95% | 0.58% | 74 | +30,684 | 70.96% | Q3 2026 | Oct 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 68,659 | 2,843 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 72,075 | 2,839 | 0.12% | 0.11% | 76 | +3,816 | 5.59% | Q3 2026 | Nov 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 70,492 | 2,776 | 0.82% | 0.87% | 77 | -229 | -0.32% | Q3 2026 | Nov 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 66,435 | 2,751 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 68,034 | 2,679 | 1.98% | 2.04% | 79 | +241 | 0.36% | Q3 2026 | Oct 22, 2026 |
| Spectrum Advisors, Inc. | History | Added to | 67,059 | 2,641 | 1.85% | 1.48% | 80 | +16,419 | 32.42% | Q3 2026 | Nov 03, 2026 |
| WCG Wealth Advisors LLC | History | No change | 63,159 | 2,615 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 57,893 | 2,397 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 57,721 | 2,390 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 58,523 | 2,305 | 0.07% | 0.06% | 84 | +5,468 | 10.31% | Q3 2026 | Oct 13, 2026 |
| CAP Partners, LLC | History | Added to | 54,535 | 2,148 | 0.98% | 1.09% | 85 | +680 | 1.26% | Q3 2026 | Oct 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 51,351 | 2,126 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | New | 51,151 | 2,014 | 0.05% | — | 87 | +51,151 | New | Q3 2026 | Nov 05, 2026 |
| WMG Financial Advisors, LLC | History | No change | 46,422 | 1,922 | 0.72% | 0.72% | 88 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 48,683 | 1,917 | 0.4% | 0.32% | 89 | +5,597 | 12.99% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,927 | 1,777 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 42,619 | 1,678 | 0.82% | 0.85% | 91 | +672 | 1.6% | Q3 2026 | Oct 14, 2026 |
| Tillman Hartley LLC | History | No change | 39,448 | 1,633 | 0.37% | 0.37% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 39,563 | 1,558 | 0.46% | 0.49% | 93 | +321 | 0.82% | Q3 2026 | Oct 23, 2026 |
| Copper Harbor Investment Advisors, LLC | History | Reduced | 38,670 | 1,523 | 0.31% | 0.7% | 94 | -41,241 | -51.61% | Q3 2026 | Oct 16, 2026 |
| ATLas Financial Planning LLC | History | No change | 35,399 | 1,465 | 1.19% | 1.19% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Orion Capital Management LLC | History | No change | 35,372 | 1,464 | 0.45% | 0.45% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 30,887 | 1,278 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 30,213 | 1,251 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truepoint, Inc. | History | No change | 28,695 | 1,188 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,499 | 1,180 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 29,890 | 1,177 | 0.67% | 0.74% | 101 | -750 | -2.45% | Q3 2026 | Oct 08, 2026 |
| Life Planning Partners, Inc | History | Reduced | 28,916 | 1,138 | 0.91% | 0.98% | 102 | -2,883 | -9.07% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,788 | 1,109 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 25,905 | 1,072 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 25,640 | 1,061 | 0.44% | 0.44% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 25,449 | 1,053 | 0.54% | 0.54% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | No change | 24,698 | 1,023 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 24,682 | 972 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,643 | 941 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 21,757 | 904 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 22,787 | 897 | 0.33% | 0.36% | 111 | +62 | 0.27% | Q3 2026 | Nov 04, 2026 |
| Eaton-Cambridge Inc. | History | No change | 20,936 | 866 | 0.24% | 0.24% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apella Capital, LLC | History | Reduced | 21,694 | 853 | 0.01% | 0.02% | 113 | -6,772 | -23.79% | Q3 2026 | Oct 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 20,852 | 821 | 0.09% | 0.04% | 114 | +12,414 | 147.12% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19,175 | 793 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | New | 19,641 | 773 | 0.17% | — | 116 | +19,641 | New | Q3 2026 | Oct 21, 2026 |
| FSA Advisors, Inc. | History | No change | 18,245 | 755 | 0.35% | 0.35% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,854 | 742 | 0.04% | 0.04% | 118 | +1,277 | 7.27% | Q3 2026 | Nov 05, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 18,476 | 727 | 0.6% | 0.65% | 119 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 18,029 | 710 | 0.28% | 0.31% | 120 | -141 | -0.78% | Q3 2026 | Oct 22, 2026 |
| Goldstone Financial Group, LLC | History | No change | 16,830 | 696 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Management Nebraska | History | Added to | 16,712 | 658 | 0.06% | 0.06% | 122 | +1,446 | 9.47% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,757 | 581 | 0.0% | 0.0% | 123 | -6,274 | -29.83% | Q3 2026 | Nov 05, 2026 |
| RFG Advisory, LLC | History | New | 14,524 | 572 | 0.01% | — | 124 | +14,524 | New | Q3 2026 | Nov 03, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 14,394 | 566 | 0.37% | 0.38% | 125 | +240 | 1.7% | Q3 2026 | Oct 27, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 14,199 | 559 | 0.24% | 0.11% | 126 | +8,150 | 134.73% | Q3 2026 | Oct 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 13,210 | 547 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | History | New | 13,694 | 539 | 0.18% | — | 128 | +13,694 | New | Q3 2026 | Oct 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,175 | 504 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | Reduced | 12,468 | 491 | 0.04% | 0.06% | 130 | -6,053 | -32.68% | Q3 2026 | Oct 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 11,865 | 491 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bank of New Hampshire | History | No change | 12,445 | 490 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,404 | 430 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 10,563 | 416 | 0.07% | 0.07% | 134 | +83 | 0.79% | Q3 2026 | Oct 15, 2026 |
| Merit Financial Group, LLC | History | No change | 9,660 | 400 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9,011 | 372 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Richmond Brothers, Inc. | History | No change | 8,600 | 356 | 0.19% | 0.19% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 8,044 | 333 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prudent Investor Advisors, LLC | History | New | 8,412 | 331 | 0.26% | — | 139 | +8,412 | New | Q3 2026 | Oct 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 7,705 | 319 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 7,722 | 319 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Acropolis Investment Management, LLC | History | New | 7,600 | 299 | 0.01% | — | 143 | +7,600 | New | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,229 | 299 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 6,836 | 283 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oceanside Advisors LLC | History | Added to | 7,109 | 280 | 0.17% | 0.15% | 145 | +84 | 1.2% | Q3 2026 | Nov 03, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 6,993 | 275 | 0.18% | 0.17% | 146 | +136 | 1.98% | Q3 2026 | Oct 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,574 | 272 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,534 | 270 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ATWOOD & PALMER INC | History | No change | 6,635 | 261 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,216 | 257 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,106 | 252 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 5,713 | 236 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 5,887 | 231 | 0.02% | — | 153 | +5,887 | New | Q3 2026 | Nov 02, 2026 |
| Freedom Day Solutions, LLC | History | No change | 5,717 | 225 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ares Financial Consulting, LLC | History | No change | 5,636 | 222 | 0.15% | 0.17% | 155 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NWAM LLC | History | No change | 5,100 | 211 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JDM Financial Group LLC | History | No change | 5,109 | 211 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keel Point, LLC | History | No change | 4,863 | 201 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,595 | 190 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 4,240 | 167 | 0.06% | 0.08% | 160 | -786 | -15.64% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,975 | 123 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 3,111 | 122 | 0.01% | 0.01% | 162 | +306 | 10.91% | Q3 2026 | Oct 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,006 | 79 | 0.01% | 0.0% | 163 | +1,096 | 120.44% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 1,793 | 74 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,422 | 56 | 0.04% | 0.05% | 165 | -19 | -1.32% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,317 | 54 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 1,284 | 53 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balance Wealth Partners LLC | History | New | 1,079 | 42 | 0.01% | — | 168 | +1,079 | New | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | New | 806 | 31 | 0.0% | — | 169 | +806 | New | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 725 | 30 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 721 | 29 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 620 | 24 | 0.01% | 0.01% | 173 | +7 | 1.14% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 583 | 24 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 525 | 20 | 0.0% | — | 175 | +525 | New | Q3 2026 | Oct 21, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 529 | 20 | 0.01% | 0.0% | 174 | +81 | 18.08% | Q3 2026 | Nov 04, 2026 |
| RHL GROUP, LLC | History | Reduced | 443 | 17 | 0.01% | 0.11% | 176 | -2,655 | -85.7% | Q3 2026 | Nov 03, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 341 | 13 | 0.0% | 0.05% | 177 | -4,028 | -92.2% | Q3 2026 | Nov 04, 2026 |
| Key Capital Management, INC | History | Reduced | 281 | 11 | 0.0% | 0.01% | 180 | -10 | -3.44% | Q3 2026 | Nov 03, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 285 | 11 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 302 | 11 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 233 | 9 | 0.0% | 0.0% | 181 | +58 | 33.14% | Q3 2026 | Nov 04, 2026 |
| LAM GROUP, INC. | History | Reduced | 115 | 4 | 0.0% | 0.04% | 183 | -1,670 | -93.56% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 100 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Financial LLC | History | New | 93 | 3 | 0.0% | — | 184 | +93 | New | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Added to | 52 | 2 | 0.0% | 0.0% | 186 | +1 | 1.96% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 64 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elser Financial Planning, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -12,965 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,616 | -100.0% | Q3 2026 | Oct 23, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,776 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q3 2026 | Nov 02, 2026 |
| POM Investment Strategies, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 20, 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% | Q3 2026 | Nov 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |