AMERICAN CENTURY ETF TRUST - AVIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 68,611 | 4,886,392 | 3.39% | — | 1 | +68,611 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,612,441 | 186,084 | 0.09% | 0.08% | 2 | +301,659 | 13.05% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 797,244 | 56,787 | 0.32% | 0.42% | 3 | -220,777 | -21.69% | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 541,505 | 38,571 | 4.47% | 4.46% | 4 | -8,513 | -1.55% | Q4 2025 | Feb 10, 2026 |
| ATWOOD & PALMER INC | History | Added to | 488,185 | 34,773 | 1.98% | 1.87% | 5 | +15,122 | 3.2% | Q4 2025 | Jan 28, 2026 |
| B&D White Capital Company, LLC | History | Added to | 371,757 | 26,480 | 3.07% | 2.65% | 6 | +65,214 | 21.27% | Q4 2025 | Feb 13, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 290,206 | 20,671 | 4.34% | 4.24% | 7 | +17,014 | 6.23% | Q4 2025 | Feb 03, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 274,167 | 19,528 | 0.82% | 0.67% | 8 | +41,918 | 18.05% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 270,652 | 19,278 | 1.25% | 1.25% | 9 | -3,268 | -1.19% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 251,245 | 17,896 | 0.01% | 0.01% | 10 | +77,798 | 44.85% | Q4 2025 | Feb 17, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 242,095 | 17,244 | 8.63% | 8.43% | 11 | +4,066 | 1.71% | Q4 2025 | Feb 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 236,526 | 16,847 | 1.65% | 1.6% | 12 | -1,696 | -0.71% | Q4 2025 | Jan 29, 2026 |
| Austin Wealth Management, LLC | History | Added to | 219,374 | 15,915 | 2.35% | 2.13% | 13 | +19,128 | 9.55% | Q4 2025 | Jan 26, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 202,554 | 14,427 | 4.19% | 4.14% | 14 | -2,333 | -1.14% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 184,037 | 13,108 | 0.16% | 0.57% | 15 | -542,930 | -74.68% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 166,248 | 11,841 | 0.01% | 0.0% | 16 | +63,989 | 62.58% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 163,103 | 11,617 | 0.0% | 0.0% | 17 | +18,030 | 12.43% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 137,841 | 9,929 | 1.57% | 1.34% | 18 | +19,153 | 16.14% | Q4 2025 | Jan 08, 2026 |
| Symmetry Partners, LLC | History | Added to | 130,722 | 9,311 | 0.55% | 0.79% | 19 | +23,084 | 21.45% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 128,687 | 9,166 | 0.02% | 0.02% | 20 | +53,005 | 70.04% | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 120,046 | 8,550 | 0.59% | 0.59% | 21 | -2,630 | -2.14% | Q4 2025 | Feb 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 120,000 | 8,547 | 0.0% | 0.0% | 22 | +88,277 | 278.27% | Q4 2025 | Feb 12, 2026 |
| Wright Wealth LLC | History | New | 118,518 | 8,442 | 5.5% | — | 23 | +118,518 | New | Q4 2025 | Feb 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 117,532 | 8,371 | 3.42% | 3.42% | 24 | -910 | -0.77% | Q4 2025 | Jan 08, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 116,867 | 8,324 | 6.93% | 6.72% | 25 | +2,250 | 1.96% | Q4 2025 | Feb 03, 2026 |
| Northland Capital Management LLC | History | Added to | 112,387 | 8,005 | 4.48% | 3.89% | 26 | +13,643 | 13.82% | Q4 2025 | Jan 20, 2026 |
| Fonville Wealth Management LLC | History | Added to | 109,456 | 7,796 | 1.59% | 1.57% | 27 | +5,814 | 5.61% | Q4 2025 | Jan 23, 2026 |
| Kilner Capital Advisors, LLC | History | New | 102,617 | 7,309 | 6.98% | — | 28 | +102,617 | New | Q4 2025 | Feb 11, 2026 |
| Paladin Advisory Group, LLC | History | New | 100,240 | 7,140 | 5.21% | — | 29 | +100,240 | New | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Added to | 97,487 | 6,974 | 0.39% | 0.36% | 30 | +61 | 0.06% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 95,285 | 6,787 | 0.0% | 0.0% | 31 | -763 | -0.79% | Q4 2025 | Feb 10, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 91,463 | 6,514 | 1.41% | 1.17% | 33 | +21,879 | 31.44% | Q4 2025 | Feb 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 91,451 | 6,514 | 0.57% | 0.55% | 32 | -881 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Reduced | 90,679 | 6,459 | 0.01% | 0.01% | 34 | -3,921 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 80,642 | 6,035 | 0.15% | 0.15% | 35 | -3,723 | -4.41% | Q4 2025 | Jan 28, 2026 |
| ATLas Financial Planning LLC | History | New | 83,281 | 5,932 | 5.82% | — | 36 | +83,281 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Nebraska | History | Reduced | 74,636 | 5,316 | 0.61% | 0.62% | 37 | -2,356 | -3.06% | Q4 2025 | Jan 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 70,153 | 4,996 | 1.15% | 1.21% | 38 | -4,614 | -6.17% | Q4 2025 | Jan 06, 2026 |
| Navigoe, LLC | History | Reduced | 70,017 | 4,987 | 3.08% | 3.04% | 39 | -599 | -0.85% | Q4 2025 | Feb 03, 2026 |
| Haven Private, LLC | History | Added to | 67,408 | 4,801 | 2.1% | 1.87% | 40 | +4,735 | 7.56% | Q4 2025 | Feb 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 54,882 | 4,257 | 1.92% | 1.72% | 41 | +5,363 | 10.83% | Q4 2025 | Feb 13, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 57,162 | 4,071 | 0.35% | 0.34% | 42 | +1,436 | 2.58% | Q4 2025 | Jan 05, 2026 |
| Prosperity Planning, Inc. | History | Added to | 56,084 | 3,994 | 1.04% | 0.97% | 43 | +2,642 | 4.94% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 55,120 | 3,926 | 0.01% | 0.0% | 44 | +48,948 | 793.07% | Q4 2025 | Mar 09, 2026 |
| Vestment Financial LLC | History | Added to | 51,725 | 3,772 | 1.96% | 1.88% | 45 | +3,160 | 6.51% | Q4 2025 | Jan 23, 2026 |
| Harbor Group, Inc. | History | Added to | 52,928 | 3,770 | 0.56% | 0.45% | 46 | +11,388 | 27.41% | Q4 2025 | Jan 12, 2026 |
| Frankly Finances, LLC | History | New | 52,680 | 3,752 | 3.26% | — | 47 | +52,680 | New | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,446 | 3,735 | 0.0% | 0.0% | 48 | +21,715 | 70.66% | Q4 2025 | Feb 17, 2026 |
| McLean Asset Management Corp | History | Added to | 47,734 | 3,516 | 0.63% | 0.44% | 49 | +16,281 | 51.76% | Q4 2025 | Jan 16, 2026 |
| Plancorp, LLC | History | Added to | 48,825 | 3,477 | 0.11% | 0.1% | 50 | +500 | 1.03% | Q4 2025 | Feb 05, 2026 |
| Wedmont Private Capital | History | Added to | 40,906 | 2,960 | 0.1% | 0.1% | 51 | +237 | 0.58% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,685 | 2,898 | 0.0% | 0.0% | 52 | +14,760 | 56.93% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Added to | 36,572 | 2,605 | 0.08% | 0.04% | 53 | +16,844 | 85.38% | Q4 2025 | Feb 12, 2026 |
| McMill Wealth Management | History | Reduced | 36,026 | 2,566 | 0.72% | 0.71% | 54 | -811 | -2.2% | Q4 2025 | Feb 23, 2026 |
| Creative Planning | History | Reduced | 32,740 | 2,332 | 0.0% | 0.0% | 55 | -1,166 | -3.44% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 32,574 | 2,320 | 0.08% | 0.07% | 56 | +6,760 | 26.19% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,476 | 2,313 | 0.01% | 0.01% | 57 | +6,084 | 23.05% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 32,128 | 2,288 | 0.15% | — | 58 | +32,128 | New | Q4 2025 | Feb 09, 2026 |
| Tillman Hartley LLC | History | Added to | 31,342 | 2,232 | 0.56% | 0.54% | 59 | +663 | 2.16% | Q4 2025 | Feb 13, 2026 |
| LAM GROUP, INC. | History | Added to | 31,125 | 2,217 | 1.27% | 0.86% | 60 | +10,500 | 50.91% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 30,509 | 2,173 | 0.13% | 0.1% | 61 | +5,310 | 21.07% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 26,352 | 1,877 | 0.41% | 0.36% | 62 | -163 | -0.61% | Q4 2025 | Feb 02, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 26,230 | 1,868 | 0.77% | 0.67% | 63 | +2,517 | 10.61% | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | New | 24,388 | 1,737 | 0.05% | — | 64 | +24,388 | New | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 23,901 | 1,702 | 0.04% | 0.05% | 65 | -15 | -0.06% | Q4 2025 | Feb 05, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 23,647 | 1,684 | 1.46% | 1.93% | 66 | -11,039 | -31.83% | Q4 2025 | Feb 05, 2026 |
| Pacific Asset Management, LLC | History | Added to | 21,965 | 1,564 | 0.94% | 0.91% | 67 | +2,064 | 10.37% | Q4 2025 | Jan 28, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 21,740 | 1,548 | 0.69% | 0.67% | 68 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 21,568 | 1,536 | 0.26% | 0.25% | 69 | +294 | 1.38% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 20,936 | 1,491 | 0.02% | 0.02% | 70 | -86 | -0.41% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 20,908 | 1,489 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,660 | 1,400 | 0.0% | 0.0% | 72 | -1,289 | -6.15% | Q4 2025 | Feb 18, 2026 |
| Meredith Wealth Planning | History | Added to | 18,351 | 1,307 | 0.39% | 0.39% | 73 | +207 | 1.14% | Q4 2025 | Jan 16, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 17,435 | 1,241 | 0.24% | 0.12% | 74 | +8,557 | 96.38% | Q4 2025 | Feb 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 16,978 | 1,209 | 1.83% | 1.62% | 75 | -275 | -1.59% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | New | 16,674 | 1,187 | 0.13% | — | 76 | +16,674 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 16,536 | 1,177 | 0.0% | 0.0% | 77 | +1,837 | 12.5% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 16,180 | 1,152 | 0.0% | — | 78 | +16,180 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,676 | 1,140 | 0.0% | 0.0% | 79 | +1,181 | 8.15% | Q4 2025 | Jan 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 15,900 | 1,132 | 0.04% | 0.03% | 80 | +970 | 6.5% | Q4 2025 | Jan 30, 2026 |
| Oceanside Advisors LLC | History | Added to | 15,416 | 1,098 | 0.67% | 0.64% | 81 | +121 | 0.79% | Q4 2025 | Jan 26, 2026 |
| Astra Wealth Partners LLC | History | No change | 14,900 | 1,061 | 0.62% | 0.67% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,027 | 1,056 | 0.1% | 0.09% | 83 | +202 | 1.46% | Q4 2025 | Feb 02, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 14,504 | 1,033 | 0.14% | 0.3% | 84 | +88 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 12,972 | 924 | 0.04% | 0.04% | 85 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,478 | 888 | 0.01% | — | 86 | +12,478 | New | Q4 2025 | Feb 18, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 12,403 | 883 | 0.15% | 0.15% | 87 | -72 | -0.58% | Q4 2025 | Jan 12, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 11,385 | 810 | 0.04% | 0.06% | 88 | -3,951 | -25.76% | Q4 2025 | Jan 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 11,050 | 787 | 0.06% | 0.06% | 89 | +142 | 1.3% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 10,261 | 731 | 0.05% | 0.05% | 90 | -459 | -4.28% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,080 | 718 | 0.0% | 0.0% | 91 | +6,049 | 150.06% | Q4 2025 | Mar 16, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 9,736 | 693 | 0.14% | 0.15% | 92 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 9,294 | 669 | 0.26% | 0.23% | 93 | +1,195 | 14.75% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,309 | 663 | 0.0% | — | 94 | +9,309 | New | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,942 | 636 | 0.01% | 0.01% | 95 | -1,622 | -15.35% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 8,819 | 628 | 0.07% | 0.08% | 96 | -1,105 | -11.13% | Q4 2025 | Jan 14, 2026 |
| SOL Capital Management CO | History | Added to | 8,505 | 606 | 0.05% | 0.05% | 97 | +135 | 1.61% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,385 | 597 | 0.0% | 0.0% | 98 | -32 | -0.38% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,979 | 568 | 0.01% | 0.0% | 99 | +7,752 | 3414.98% | Q4 2025 | Jan 23, 2026 |
| Burk Holdings LLC | History | Reduced | 7,930 | 564 | 0.27% | 0.32% | 100 | -1,034 | -11.54% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,608 | 541 | 0.0% | 0.0% | 101 | +346 | 4.76% | Q4 2025 | Feb 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 7,343 | 523 | 0.11% | 0.1% | 102 | +269 | 3.8% | Q4 2025 | Feb 09, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,208 | 513 | 0.14% | 0.16% | 103 | -907 | -11.18% | Q4 2025 | Jan 27, 2026 |
| Fox Hill Wealth Management | History | Reduced | 6,894 | 491 | 0.23% | 0.22% | 104 | -58 | -0.83% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,831 | 486 | 0.0% | 0.0% | 105 | +3,273 | 91.99% | Q4 2025 | Feb 17, 2026 |
| Altiora Financial Group, LLC | History | No change | 6,800 | 484 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Added to | 6,700 | 477 | 0.03% | 0.03% | 107 | +31 | 0.46% | Q4 2025 | Feb 12, 2026 |
| WorthPointe, LLC | History | New | 6,682 | 475 | 0.12% | — | 108 | +6,682 | New | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,603 | 470 | 0.0% | 0.0% | 109 | +2,169 | 48.92% | Q4 2025 | Feb 05, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 6,521 | 464 | 0.99% | 0.43% | 110 | -48,952 | -88.24% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,498 | 462 | 0.0% | 0.0% | 111 | +3,588 | 123.3% | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Added to | 6,351 | 452 | 0.1% | 0.08% | 112 | +1,000 | 18.69% | Q4 2025 | Feb 17, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 6,268 | 446 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,963 | 424 | 0.04% | 0.03% | 114 | +1,350 | 29.27% | Q4 2025 | Jan 26, 2026 |
| TFB Advisors LLC | History | No change | 5,920 | 421 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | No change | 5,654 | 402 | 0.01% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | Added to | 5,144 | 366 | 0.03% | 0.03% | 117 | +999 | 24.1% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Reduced | 5,027 | 358 | 0.0% | 0.0% | 118 | -250 | -4.74% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | No change | 4,789 | 341 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prosperitas Financial LLC | History | Reduced | 4,719 | 336 | 0.13% | 0.13% | 120 | -25 | -0.53% | Q4 2025 | Feb 04, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 4,631 | 329 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 4,613 | 328 | 0.02% | 0.02% | 122 | +585 | 14.52% | Q4 2025 | Feb 02, 2026 |
| Approach Retirement Advisors, LLC | History | New | 4,563 | 325 | 0.28% | — | 123 | +4,563 | New | Q4 2025 | Jan 29, 2026 |
| Emprise Bank | History | Reduced | 4,291 | 305 | 0.13% | 0.14% | 124 | -384 | -8.21% | Q4 2025 | Jan 28, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 4,200 | 299 | 0.12% | 0.1% | 125 | -400 | -8.7% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,142 | 295 | 0.0% | 0.0% | 126 | -1,320 | -24.17% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,001 | 284 | 0.01% | 0.01% | 127 | -1 | -0.02% | Q4 2025 | Feb 09, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,711 | 279 | 0.03% | 0.03% | 128 | -25 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Life Planning Partners, Inc | History | No change | 3,920 | 279 | 0.21% | 0.19% | 129 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fisher Asset Management, LLC | History | New | 3,818 | 271 | 0.0% | — | 130 | +3,818 | New | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 3,673 | 261 | 0.0% | 0.0% | 131 | +110 | 3.09% | Q4 2025 | Feb 13, 2026 |
| Sterneck Capital Management, LLC | History | No change | 3,674 | 261 | 0.12% | 0.11% | 132 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | New | 3,585 | 255 | 0.01% | — | 133 | +3,585 | New | Q4 2025 | Feb 13, 2026 |
| Donor Advised Charitable Giving, Inc. | History | New | 3,507 | 249 | 0.01% | — | 134 | +3,507 | New | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | No change | 3,488 | 248 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,471 | 247 | 0.0% | 0.0% | 136 | +393 | 12.77% | Q4 2025 | Jan 05, 2026 |
| Atala Financial Inc | History | No change | 3,340 | 237 | 0.15% | 0.14% | 137 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 2,924 | 230 | 0.11% | — | 138 | +2,924 | New | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | New | 3,217 | 229 | 0.02% | — | 139 | +3,217 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 3,140 | 223 | 0.02% | 0.02% | 140 | -100 | -3.09% | Q4 2025 | Jan 28, 2026 |
| Disciplined Investments, LLC | History | Added to | 3,049 | 217 | 0.08% | 0.08% | 141 | +43 | 1.43% | Q4 2025 | Feb 05, 2026 |
| Trailhead Planners LLC | History | New | 2,916 | 207 | 0.2% | — | 142 | +2,916 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,900 | 135 | 0.0% | — | 143 | +1,900 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 1,890 | 134 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,750 | 125 | 0.0% | — | 145 | +1,750 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 1,490 | 106 | 0.02% | 0.02% | 146 | -25 | -1.65% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 1,463 | 104 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,372 | 97 | 0.0% | 0.0% | 148 | +800 | 139.86% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,130 | 80 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 937 | 66 | 0.0% | 0.0% | 150 | -873 | -48.23% | Q4 2025 | Jan 16, 2026 |
| Ankerstar Wealth, LLC | History | New | 716 | 51 | 0.05% | — | 151 | +716 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 697 | 49 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 577 | 41 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 520 | 37 | 0.0% | — | 154 | +520 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 514 | 36 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 469 | 33 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | New | 455 | 32 | 0.0% | — | 157 | +455 | New | Q4 2025 | Feb 11, 2026 |
| ROGCO, LP | History | New | 384 | 27 | 0.01% | — | 158 | +384 | New | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 93 | 6 | 0.0% | — | 159 | +93 | New | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | New | 88 | 6 | 0.0% | — | 160 | +88 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 80 | 5 | 0.0% | — | 164 | +80 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 75 | 5 | 0.0% | — | 163 | +75 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 78 | 5 | 0.0% | 0.0% | 162 | -45 | -36.59% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 30 | 2 | 0.0% | 0.0% | 165 | -344 | -91.98% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | New | 31 | 2 | 0.0% | — | 166 | +31 | New | Q4 2025 | Feb 02, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.46% | — | -41,917 | -100.0% | Q3 2025 | Nov 04, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,195 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,967 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,269 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -3,021 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,202 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,035 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |