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 | Added to | 6,535,001 | 271,464 | 1.47% | 1.47% | 1 | +445,942 | 7.32% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,296,805 | 95,409 | 0.01% | 0.01% | 2 | -69,946 | -2.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,879,519 | 78,075 | 0.02% | 0.02% | 3 | +104,182 | 5.87% | Q1 2026 | May 04, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,531,531 | 63,849 | 5.73% | 5.7% | 4 | +57,241 | 3.88% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,362,193 | 56,586 | 0.14% | 0.09% | 5 | +427,285 | 45.7% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 1,212,470 | 50,365 | 2.85% | 2.9% | 6 | +52,097 | 4.49% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 996,640 | 41,400 | 0.01% | 0.01% | 7 | +18,467 | 1.89% | Q1 2026 | May 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 972,985 | 40,418 | 0.73% | 0.73% | 8 | +66,559 | 7.34% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 799,615 | 33,216 | 5.03% | 4.88% | 9 | +28,514 | 3.7% | Q1 2026 | Apr 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 781,349 | 32,457 | 0.02% | 0.01% | 10 | +507,712 | 185.54% | Q1 2026 | May 15, 2026 |
| Echo Wealth Management, LLC | History | Added to | 775,059 | 32,195 | 18.54% | 15.23% | 11 | +152,845 | 24.56% | Q1 2026 | Apr 21, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 773,308 | 32,123 | 10.07% | 9.79% | 12 | +69,377 | 9.86% | Q1 2026 | May 01, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 741,653 | 30,808 | 3.4% | 6.91% | 13 | -643,493 | -46.46% | Q1 2026 | May 12, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 705,542 | 29,308 | 3.37% | 4.85% | 14 | -417,397 | -37.17% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 634,134 | 26,342 | 0.21% | 0.2% | 15 | +82,073 | 14.87% | Q1 2026 | Apr 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 593,902 | 24,670 | 4.91% | 4.76% | 16 | +53,528 | 9.91% | Q1 2026 | May 08, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 564,832 | 23,463 | 6.2% | 6.16% | 17 | +35,117 | 6.63% | Q1 2026 | Apr 21, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 552,565 | 22,953 | 5.56% | 5.9% | 18 | +20,332 | 3.82% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 509,320 | 21,157 | 0.01% | 0.01% | 19 | +92,303 | 22.13% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 508,741 | 21,133 | 0.0% | 0.0% | 20 | +8,141 | 1.63% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 497,767 | 20,677 | 2.68% | — | 21 | +497,767 | New | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Reduced | 490,317 | 20,367 | 0.01% | 0.02% | 22 | -34,123 | -6.51% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 405,967 | 16,863 | 0.02% | 0.02% | 23 | -1,832 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 353,037 | 14,665 | 7.02% | 5.91% | 24 | +74,664 | 26.82% | Q1 2026 | Apr 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 332,974 | 13,831 | 0.0% | — | 25 | +332,974 | New | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 331,091 | 13,753 | 7.82% | 7.52% | 26 | -12,639,384 | -97.45% | Q1 2026 | May 08, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 271,782 | 11,289 | 9.16% | 9.06% | 27 | +12,034 | 4.63% | Q1 2026 | May 05, 2026 |
| Networth Advisors, LLC | History | Added to | 265,689 | 11,036 | 7.8% | 7.86% | 28 | +11,495 | 4.52% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 260,667 | 10,828 | 0.05% | 0.04% | 29 | +57,784 | 28.48% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 231,514 | 9,617 | 0.01% | 0.01% | 30 | +3,544 | 1.55% | Q1 2026 | May 15, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 230,844 | 9,589 | 6.92% | 6.51% | 31 | +26,973 | 13.23% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 228,684 | 9,499 | 0.04% | 0.03% | 32 | +82,373 | 56.3% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 225,124 | 9,351 | 0.16% | 0.26% | 33 | -31,399 | -12.24% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | No change | 221,126 | 9,185 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 217,118 | 9,019 | 0.01% | 0.01% | 35 | +19,399 | 9.81% | Q1 2026 | Apr 27, 2026 |
| Pacific Asset Management, LLC | History | Added to | 187,221 | 7,777 | 4.34% | 3.74% | 36 | +38,732 | 26.08% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 186,022 | 7,727 | 0.0% | 0.0% | 37 | +28,969 | 18.45% | Q1 2026 | May 11, 2026 |
| Trajan Wealth LLC | History | Added to | 185,766 | 7,716 | 0.31% | 0.3% | 38 | +13,836 | 8.05% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 182,226 | 7,569 | 0.01% | 0.01% | 39 | +6,926 | 3.95% | Q1 2026 | May 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 182,141 | 7,566 | 1.2% | — | 40 | +182,141 | New | Q1 2026 | Apr 09, 2026 |
| Herold Advisors, Inc. | History | Added to | 174,440 | 7,246 | 1.59% | 1.53% | 41 | +11,069 | 6.78% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Added to | 164,710 | 6,842 | 3.82% | 1.9% | 42 | +90,995 | 123.44% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 153,945 | 6,394 | 0.02% | 0.01% | 43 | +20,720 | 15.55% | Q1 2026 | May 04, 2026 |
| Financial Plan, Inc. | History | Added to | 151,511 | 6,293 | 0.67% | 0.54% | 44 | +38,531 | 34.1% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | No change | 148,512 | 6,177 | 0.18% | 0.19% | 45 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 146,079 | 6,068 | 0.73% | 0.72% | 46 | +209 | 0.14% | Q1 2026 | May 04, 2026 |
| B&D White Capital Company, LLC | History | Added to | 140,692 | 5,844 | 0.72% | 0.66% | 47 | +4,592 | 3.37% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 132,785 | 5,515 | 0.19% | 0.17% | 48 | +13,398 | 11.22% | Q1 2026 | Apr 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 130,675 | 5,428 | 0.67% | 0.73% | 49 | -6,812 | -4.95% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 129,417 | 5,375 | 1.54% | 1.65% | 50 | -8,289 | -6.02% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 124,700 | 5,180 | 2.25% | 2.32% | 51 | -836 | -0.67% | Q1 2026 | May 12, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 113,392 | 4,710 | 0.92% | 0.93% | 52 | -1,382 | -1.2% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 108,363 | 4,501 | 0.01% | 0.01% | 53 | +16,258 | 17.65% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 106,682 | 4,431 | 0.13% | 0.95% | 54 | -667,583 | -86.22% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 104,369 | 4,335 | 0.6% | — | 55 | +104,369 | New | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 101,015 | 4,196 | 0.47% | 0.49% | 56 | -3,107 | -2.98% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,851 | 4,189 | 0.02% | 0.02% | 57 | +3,963 | 4.09% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 99,901 | 4,150 | 0.01% | 0.01% | 58 | +7,579 | 8.21% | Q1 2026 | Apr 30, 2026 |
| McCartney Wealth Management LLC | History | Added to | 99,485 | 4,132 | 3.48% | 3.54% | 59 | +1,611 | 1.65% | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 93,930 | 3,901 | 2.11% | 1.97% | 60 | +11,882 | 14.48% | Q1 2026 | May 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 88,927 | 3,714 | 2.69% | 3.43% | 61 | -20,191 | -18.5% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 87,741 | 3,644 | 0.04% | 0.08% | 62 | +5,360 | 6.51% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 87,365 | 3,629 | 0.55% | 0.48% | 63 | +13,132 | 17.69% | Q1 2026 | Apr 22, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 77,887 | 3,235 | 3.04% | 3.02% | 64 | +603 | 0.78% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 76,997 | 3,198 | 0.04% | — | 65 | +76,997 | New | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 70,721 | 2,937 | 0.99% | 1.07% | 66 | -404 | -0.57% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,408 | 2,883 | 0.0% | 0.0% | 67 | +21,937 | 46.21% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 67,629 | 2,809 | 0.07% | 0.06% | 68 | +10,260 | 17.88% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 67,246 | 2,793 | 0.2% | 0.19% | 69 | +737 | 1.11% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 66,295 | 2,753 | 0.0% | — | 70 | +66,295 | New | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 64,421 | 2,676 | 0.12% | 0.12% | 71 | +2,819 | 4.58% | Q1 2026 | May 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 62,100 | 2,579 | 0.93% | 0.91% | 72 | -2,306 | -3.58% | Q1 2026 | Apr 10, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 60,203 | 2,500 | 2.08% | 2.05% | 73 | +3,336 | 5.87% | Q1 2026 | Apr 14, 2026 |
| marrick wealth, LLC | History | Reduced | 58,093 | 2,413 | 2.03% | 2.19% | 74 | -5,802 | -9.08% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 55,518 | 2,306 | 0.06% | 0.06% | 75 | +5,040 | 9.98% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 52,767 | 2,191 | 0.07% | 0.07% | 76 | +438 | 0.84% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 50,730 | 2,107 | 0.02% | — | 77 | +50,730 | New | Q1 2026 | May 13, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 46,790 | 1,943 | 1.31% | 1.6% | 78 | -6,893 | -12.84% | Q1 2026 | Apr 13, 2026 |
| Truepoint, Inc. | History | Reduced | 41,917 | 1,741 | 0.04% | 0.05% | 79 | -9,010 | -17.69% | Q1 2026 | May 08, 2026 |
| Clarity Asset Management, Inc. | History | New | 40,629 | 1,687 | 0.85% | — | 80 | +40,629 | New | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 40,341 | 1,675 | 0.06% | — | 81 | +40,341 | New | Q1 2026 | May 14, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 38,732 | 1,608 | 0.53% | 0.81% | 82 | +188 | 0.49% | Q1 2026 | Apr 20, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 36,476 | 1,515 | 0.63% | 0.64% | 83 | -445 | -1.21% | Q1 2026 | Apr 23, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 35,441 | 1,472 | 0.25% | 0.25% | 84 | +1,791 | 5.32% | Q1 2026 | Apr 30, 2026 |
| Life Planning Partners, Inc | History | Added to | 32,091 | 1,333 | 1.02% | 1.01% | 85 | +742 | 2.37% | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | Added to | 30,007 | 1,246 | 0.43% | 0.3% | 86 | +8,579 | 40.04% | Q1 2026 | May 14, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 29,726 | 1,234 | 0.26% | 0.16% | 87 | +12,684 | 74.43% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 29,245 | 1,215 | 0.04% | — | 88 | +29,245 | New | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 29,211 | 1,213 | 0.18% | 0.03% | 89 | +24,259 | 489.88% | Q1 2026 | Apr 14, 2026 |
| Apella Capital, LLC | History | Added to | 28,466 | 1,191 | 0.02% | 0.02% | 90 | +2,403 | 9.22% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,486 | 1,183 | 0.0% | 0.0% | 91 | -974 | -3.31% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 27,004 | 1,121 | 0.05% | 0.02% | 92 | +14,969 | 124.38% | Q1 2026 | May 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 26,666 | 1,107 | 0.23% | 0.19% | 93 | +4,493 | 20.26% | Q1 2026 | May 08, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 25,857 | 1,074 | 0.51% | 0.49% | 94 | -169 | -0.65% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 25,490 | 1,058 | 0.09% | 0.04% | 95 | +14,131 | 124.4% | Q1 2026 | Apr 17, 2026 |
| Tillman Hartley LLC | History | Added to | 24,378 | 1,012 | 0.25% | 0.18% | 96 | +7,651 | 45.74% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,821 | 986 | 0.0% | 0.0% | 97 | +11,463 | 92.76% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 23,740 | 984 | 0.02% | 0.03% | 98 | +8,009 | 50.91% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 22,627 | 939 | 0.0% | 0.0% | 99 | +317 | 1.42% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 21,691 | 901 | 0.0% | 0.0% | 100 | +3,825 | 21.41% | Q1 2026 | May 14, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 21,431 | 897 | 0.37% | 0.34% | 101 | +3,971 | 22.74% | Q1 2026 | Apr 22, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 20,962 | 870 | 0.27% | 0.32% | 102 | -2,305 | -9.91% | Q1 2026 | May 06, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | New | 20,854 | 866 | 0.49% | — | 103 | +20,854 | New | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 20,815 | 864 | 0.02% | 0.01% | 104 | +11,477 | 122.91% | Q1 2026 | Apr 07, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 20,571 | 854 | 0.76% | — | 105 | +20,571 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 19,958 | 829 | 0.0% | — | 106 | +19,958 | New | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,117 | 787 | 0.0% | 0.0% | 107 | +7,506 | 64.65% | Q1 2026 | May 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 18,476 | 767 | 0.72% | — | 108 | +18,476 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 17,483 | 732 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 16,550 | 687 | 0.07% | 0.08% | 110 | -238 | -1.42% | Q1 2026 | Apr 24, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 15,761 | 654 | 0.32% | — | 111 | +15,761 | New | Q1 2026 | Apr 17, 2026 |
| Wealth Management Nebraska | History | Reduced | 15,470 | 642 | 0.07% | 0.07% | 112 | -127 | -0.81% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 14,423 | 599 | 0.15% | 0.18% | 113 | -3,932 | -21.42% | Q1 2026 | Apr 30, 2026 |
| ATLas Financial Planning LLC | History | No change | 13,532 | 562 | 0.5% | 0.56% | 114 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 13,211 | 548 | 0.03% | 0.02% | 115 | +6,098 | 85.73% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,130 | 545 | 0.01% | 0.02% | 116 | -7,763 | -37.16% | Q1 2026 | May 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 12,734 | 528 | 0.38% | 0.39% | 117 | -325 | -2.49% | Q1 2026 | Apr 21, 2026 |
| Bank of New Hampshire | History | Reduced | 12,445 | 516 | 0.12% | 0.12% | 118 | -5 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 11,865 | 492 | 0.03% | 0.03% | 119 | -243 | -2.01% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,754 | 488 | 0.0% | — | 120 | +11,754 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 10,901 | 452 | 0.0% | — | 121 | +10,901 | New | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | Added to | 10,658 | 442 | 0.17% | 0.16% | 122 | +744 | 7.5% | Q1 2026 | May 20, 2026 |
| Triad Wealth Partners, LLC | History | New | 10,131 | 420 | 0.03% | — | 123 | +10,131 | New | Q1 2026 | Apr 16, 2026 |
| Accredited Investors Inc. | History | No change | 9,944 | 413 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,595 | 398 | 0.0% | 0.0% | 125 | +1,728 | 21.97% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | New | 9,560 | 397 | 0.0% | — | 126 | +9,560 | New | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 9,368 | 389 | 0.0% | 0.0% | 127 | +3,803 | 68.34% | Q1 2026 | May 11, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 9,265 | 384 | 0.07% | 0.07% | 128 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 9,011 | 375 | 0.0% | 0.0% | 129 | +292 | 3.35% | Q1 2026 | May 14, 2026 |
| Oceanside Advisors LLC | History | Added to | 8,714 | 361 | 0.21% | 0.19% | 130 | +1,332 | 18.04% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 8,123 | 337 | 0.02% | 0.02% | 131 | -365 | -4.3% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,044 | 334 | 0.01% | 0.01% | 132 | +594 | 7.97% | Q1 2026 | May 01, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 7,722 | 320 | 0.06% | 0.07% | 133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,675 | 318 | 0.0% | 0.0% | 134 | +852 | 12.49% | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 7,556 | 313 | 0.05% | — | 135 | +7,556 | New | Q1 2026 | May 01, 2026 |
| Trailhead Planners LLC | History | No change | 7,439 | 309 | 0.3% | 0.31% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 6,857 | 284 | 0.18% | 0.2% | 137 | -233 | -3.29% | Q1 2026 | Apr 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 6,635 | 275 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 6,565 | 272 | 0.09% | 0.09% | 139 | +690 | 11.74% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,506 | 270 | 0.0% | 0.0% | 140 | +411 | 6.74% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,329 | 262 | 0.0% | 0.0% | 141 | -981 | -13.42% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | New | 6,281 | 260 | 0.05% | — | 142 | +6,281 | New | Q1 2026 | May 11, 2026 |
| Freedom Financial Partners LLC | History | New | 6,212 | 258 | 0.09% | — | 143 | +6,212 | New | Q1 2026 | Apr 16, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 6,206 | 257 | 0.2% | 0.55% | 144 | -7,668 | -55.27% | Q1 2026 | Apr 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,092 | 253 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FSA Advisors, Inc. | History | New | 6,016 | 249 | 0.16% | — | 146 | +6,016 | New | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | No change | 5,664 | 235 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 55 North Private Wealth, LLC | History | No change | 5,664 | 235 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 5,491 | 228 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 4,863 | 203 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,595 | 190 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,535 | 146 | 0.0% | 0.0% | 152 | +1,001 | 39.5% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,975 | 123 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 2,805 | 116 | 0.01% | — | 154 | +2,805 | New | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,453 | 101 | 0.0% | 0.0% | 155 | +17 | 0.7% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | No change | 2,170 | 90 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | New | 1,929 | 80 | 0.02% | — | 157 | +1,929 | New | Q1 2026 | Apr 10, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,349 | 56 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,231 | 51 | 0.0% | — | 159 | +1,231 | New | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,124 | 46 | 0.04% | 0.02% | 160 | +586 | 108.92% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Reduced | 722 | 29 | 0.0% | 0.0% | 161 | -8 | -1.1% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 647 | 26 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 607 | 25 | 0.01% | 0.01% | 163 | +4 | 0.66% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 573 | 24 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 444 | 18 | 0.01% | 0.08% | 165 | -4,246 | -90.53% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 444 | 18 | 0.01% | 0.01% | 166 | -35 | -7.31% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 408 | 16 | 0.0% | — | 167 | +408 | New | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | No change | 341 | 14 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RHL GROUP, LLC | History | New | 329 | 13 | 0.01% | — | 169 | +329 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 302 | 12 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 204 | 8 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 63 | 2 | 0.0% | 0.08% | 173 | -17,867 | -99.65% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 64 | 2 | 0.0% | — | 174 | +64 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 51 | 2 | 0.0% | 0.0% | 172 | +1 | 2.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 42 | 1 | 0.0% | 0.0% | 175 | +9 | 27.27% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -389,351 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -22,867 | -100.0% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,368 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,491 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Meredith Wealth Planning | History | Closed out | 0 | 0 | — | 0.07% | — | -5,802 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,763 | -100.0% | Q1 2026 | May 04, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Reduced | 7 | 0 | — | 0.0% | — | -59 | -89.39% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 08, 2026 |
| LAM GROUP, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 22, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |