AMERICAN CENTURY ETF TRUST - AVIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,697,239 | 286,240 | 0.13% | 0.12% | 1 | +497,915 | 15.56% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 866,184 | 67,059 | 0.0% | — | 2 | +866,184 | New | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 673,117 | 52,112 | 5.16% | 4.85% | 3 | +92,595 | 15.95% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 596,315 | 46,166 | 0.02% | 0.01% | 4 | +321,700 | 117.15% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | Added to | 508,168 | 39,342 | 2.1% | 2.11% | 5 | +9,052 | 1.81% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 460,582 | 35,487 | 0.01% | 0.01% | 6 | +110,477 | 31.56% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Reduced | 376,206 | 29,125 | 0.09% | 0.23% | 7 | -262,949 | -41.14% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 354,320 | 27,431 | 0.01% | 0.01% | 8 | +84,913 | 31.52% | Q2 2026 | Aug 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 328,121 | 25,403 | 4.4% | 4.52% | 9 | +24,702 | 8.14% | Q2 2026 | Jul 27, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 305,866 | 23,680 | 2.36% | 3.33% | 10 | -53,550 | -14.9% | Q2 2026 | Jul 31, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 297,218 | 23,010 | 1.0% | 0.86% | 11 | +39,406 | 15.28% | Q2 2026 | Jul 31, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 240,133 | 18,591 | 0.97% | 1.13% | 12 | -3,316 | -1.36% | Q2 2026 | Jul 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 239,004 | 18,503 | 1.64% | 1.69% | 13 | +7,580 | 3.28% | Q2 2026 | Aug 07, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 222,193 | 17,202 | 7.44% | 8.11% | 14 | +3,755 | 1.72% | Q2 2026 | Jul 22, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 211,302 | 16,359 | 4.19% | 4.43% | 15 | +4,300 | 2.08% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | New | 196,767 | 15,233 | 0.98% | — | 16 | +196,767 | New | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 173,160 | 13,406 | 0.02% | 0.01% | 17 | +62,044 | 55.84% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 172,534 | 13,357 | 0.11% | 0.1% | 18 | +45,220 | 35.52% | Q2 2026 | Aug 06, 2026 |
| Austin Wealth Management, LLC | History | Added to | 165,301 | 12,986 | 2.74% | 2.77% | 19 | +4,636 | 2.89% | Q2 2026 | Jul 22, 2026 |
| Symmetry Partners, LLC | History | Added to | 156,991 | 12,154 | 0.62% | 0.61% | 20 | +14,694 | 10.33% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 152,645 | 11,991 | 1.72% | 1.71% | 21 | +9,926 | 6.95% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 141,018 | 10,552 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Northland Capital Management LLC | History | Added to | 125,979 | 9,753 | 5.26% | 4.88% | 23 | +6,605 | 5.53% | Q2 2026 | Jul 21, 2026 |
| NWAM LLC | History | Added to | 125,722 | 9,733 | 0.49% | 0.53% | 24 | +2,089 | 1.69% | Q2 2026 | Jul 23, 2026 |
| Wright Wealth LLC | History | Added to | 124,968 | 9,675 | 5.81% | 6.01% | 25 | +4,826 | 4.02% | Q2 2026 | Jul 29, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 120,237 | 9,308 | 6.84% | 7.08% | 26 | +1,462 | 1.23% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 113,295 | 8,927 | 0.01% | 0.0% | 27 | +91,205 | 412.88% | Q2 2026 | Jul 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 114,886 | 8,894 | 0.56% | 0.59% | 28 | -468 | -0.41% | Q2 2026 | Jul 08, 2026 |
| Fonville Wealth Management LLC | History | Added to | 109,222 | 8,455 | 1.38% | 1.53% | 29 | +1,772 | 1.65% | Q2 2026 | Jul 28, 2026 |
| Summit Portfolio Management, LTD. | History | No change | 111,290 | 8,327 | 5.36% | 5.36% | 30 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 105,709 | 8,184 | 2.92% | 3.32% | 31 | -5,833 | -5.23% | Q2 2026 | Jul 23, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 101,141 | 7,830 | 5.2% | 5.72% | 32 | +677 | 0.67% | Q2 2026 | Jul 28, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 98,223 | 7,783 | 6.67% | 7.11% | 33 | -997 | -1.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 100,410 | 7,773 | 0.0% | 0.0% | 34 | +11,323 | 12.71% | Q2 2026 | Aug 03, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 95,289 | 7,377 | 0.55% | 0.56% | 35 | +3,999 | 4.38% | Q2 2026 | Aug 07, 2026 |
| ATLas Financial Planning LLC | History | Added to | 92,983 | 7,198 | 5.84% | 5.91% | 36 | +4,964 | 5.64% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | Reduced | 91,498 | 7,083 | 0.01% | 0.01% | 37 | -2,713 | -2.88% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 90,000 | 6,967 | 0.0% | 0.0% | 38 | -5,712 | -5.97% | Q2 2026 | Aug 14, 2026 |
| Brickley Wealth Management | History | New | 89,607 | 6,937 | 1.0% | — | 39 | +89,607 | New | Q2 2026 | Jul 13, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 87,479 | 6,772 | 3.15% | 3.28% | 40 | +10,143 | 13.12% | Q2 2026 | Aug 03, 2026 |
| Harbor Group, Inc. | History | Added to | 84,947 | 6,576 | 0.77% | 0.75% | 41 | +15,637 | 22.56% | Q2 2026 | Jul 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 81,200 | 6,395 | 0.13% | 0.14% | 42 | +1,562 | 1.96% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 80,889 | 6,262 | 0.17% | 0.19% | 43 | -1,194 | -1.45% | Q2 2026 | Jul 24, 2026 |
| Navigoe, LLC | History | Added to | 77,617 | 6,009 | 3.14% | 3.24% | 44 | +4,207 | 5.73% | Q2 2026 | Jul 31, 2026 |
| Haven Private, LLC | History | Added to | 76,215 | 5,900 | 2.24% | 2.31% | 45 | +5,329 | 7.52% | Q2 2026 | Jul 28, 2026 |
| Ducere Wealth Management LLC | History | New | 76,064 | 5,888 | 1.77% | — | 46 | +76,064 | New | Q2 2026 | Jul 28, 2026 |
| Factor Wealth Management LTD | History | Reduced | 72,725 | 5,630 | 0.85% | 1.14% | 47 | -8,177 | -10.11% | Q2 2026 | Jul 07, 2026 |
| Telos Capital Management, Inc. | History | Added to | 72,680 | 5,626 | 0.5% | 0.51% | 48 | +945 | 1.32% | Q2 2026 | Jul 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 69,553 | 5,384 | 1.1% | 1.17% | 49 | +305 | 0.44% | Q2 2026 | Jul 02, 2026 |
| McLean Asset Management Corp | History | Added to | 65,519 | 5,288 | 0.7% | 0.81% | 50 | +3,987 | 6.48% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Nebraska | History | Reduced | 68,037 | 5,267 | 0.47% | 0.55% | 51 | -4,778 | -6.56% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 67,950 | 5,260 | 0.0% | 0.0% | 52 | +3,918 | 6.12% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 64,135 | 5,260 | 1.95% | 2.07% | 53 | +2,365 | 3.83% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 67,797 | 5,258 | 0.51% | 0.47% | 54 | +9,176 | 15.65% | Q2 2026 | Aug 11, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 66,715 | 5,165 | 0.82% | 0.63% | 55 | +19,124 | 40.18% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Added to | 64,739 | 5,101 | 0.14% | 0.1% | 56 | +23,817 | 58.2% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 64,415 | 4,987 | 0.01% | 0.01% | 57 | +6,125 | 10.51% | Q2 2026 | Jul 29, 2026 |
| Prosperity Planning, Inc. | History | Added to | 64,160 | 4,967 | 1.14% | 1.14% | 58 | +3,884 | 6.44% | Q2 2026 | Jul 10, 2026 |
| Vestment Financial LLC | History | Added to | 57,083 | 4,463 | 2.0% | 2.05% | 59 | +1,896 | 3.44% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | Added to | 53,958 | 4,177 | 0.02% | 0.02% | 60 | +4,796 | 9.76% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 53,787 | 4,164 | 0.01% | 0.01% | 61 | -7,758 | -12.61% | Q2 2026 | Aug 27, 2026 |
| Frankly Finances, LLC | History | Added to | 53,780 | 4,163 | 3.29% | 3.53% | 62 | +1,600 | 3.07% | Q2 2026 | Jul 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 52,250 | 4,045 | 0.32% | 0.33% | 63 | +1,159 | 2.27% | Q2 2026 | Jul 06, 2026 |
| TRUIST FINANCIAL CORP | History | New | 68,038 | 3,977 | 0.0% | — | 64 | +68,038 | New | Q2 2026 | Jul 28, 2026 |
| Plancorp, LLC | History | No change | 49,165 | 3,847 | 0.09% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 45,791 | 3,545 | 0.07% | — | 66 | +45,791 | New | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 41,258 | 3,194 | 0.0% | — | 67 | +41,258 | New | Q2 2026 | Aug 14, 2026 |
| Tillman Hartley LLC | History | Added to | 38,450 | 2,976 | 0.67% | 0.59% | 68 | +6,958 | 22.09% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | Added to | 37,913 | 2,935 | 0.14% | 0.15% | 69 | +2,844 | 8.11% | Q2 2026 | Jul 31, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 36,151 | 2,798 | 0.16% | 0.18% | 70 | +641 | 1.81% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 35,626 | 2,758 | 0.33% | 0.37% | 71 | -319 | -0.89% | Q2 2026 | Jul 27, 2026 |
| LAM GROUP, INC. | History | Added to | 33,345 | 2,581 | 1.28% | 1.27% | 72 | +2,555 | 8.3% | Q2 2026 | Jul 10, 2026 |
| McMill Wealth Management | History | Reduced | 33,019 | 2,556 | 0.61% | 0.67% | 73 | -680 | -2.02% | Q2 2026 | Aug 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,703 | 2,299 | 0.0% | 0.0% | 74 | +9,908 | 50.05% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 29,679 | 2,297 | 0.0% | 0.0% | 75 | -60 | -0.2% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,041 | 2,248 | 0.01% | 0.01% | 76 | -4,730 | -14.01% | Q2 2026 | Jul 28, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 28,259 | 2,188 | 0.14% | 0.15% | 77 | -111 | -0.39% | Q2 2026 | Aug 10, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 28,054 | 2,171 | 0.83% | 0.9% | 78 | +719 | 2.63% | Q2 2026 | Aug 05, 2026 |
| Pacific Asset Management, LLC | History | Added to | 27,590 | 2,135 | 1.05% | 1.1% | 79 | +1,222 | 4.63% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 27,559 | 2,133 | 0.05% | 0.06% | 80 | +1,009 | 3.8% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 26,760 | 2,071 | 0.03% | 0.03% | 81 | +258 | 0.97% | Q2 2026 | Aug 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 25,115 | 1,944 | 0.4% | 0.42% | 82 | -1,175 | -4.47% | Q2 2026 | Jul 17, 2026 |
| Meredith Wealth Planning | History | Added to | 24,507 | 1,897 | 0.45% | 0.37% | 83 | +6,135 | 33.39% | Q2 2026 | Jul 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 22,836 | 1,767 | 0.27% | 0.29% | 84 | -157 | -0.68% | Q2 2026 | Jul 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 21,897 | 1,695 | 1.45% | 1.82% | 85 | +1,509 | 7.4% | Q2 2026 | Jul 23, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 21,740 | 1,683 | 0.68% | 0.73% | 86 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,932 | 1,620 | 0.02% | 0.02% | 87 | +102 | 0.49% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 20,908 | 1,618 | 0.13% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 20,725 | 1,604 | 0.1% | 0.07% | 89 | +8,286 | 66.61% | Q2 2026 | Aug 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 20,410 | 1,580 | 0.09% | 0.06% | 90 | -510 | -2.44% | Q2 2026 | Jul 16, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 19,843 | 1,536 | 0.21% | 0.17% | 91 | +3,283 | 19.82% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,392 | 1,501 | 0.0% | 0.0% | 92 | +1,593 | 8.95% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,247 | 1,490 | 0.01% | 0.01% | 93 | +4,993 | 35.03% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 18,895 | 1,463 | 0.0% | 0.0% | 94 | +3,948 | 26.41% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 17,947 | 1,389 | 0.05% | 0.05% | 95 | +2,543 | 16.51% | Q2 2026 | Aug 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 17,710 | 1,371 | 0.19% | 0.21% | 96 | +952 | 5.68% | Q2 2026 | Jul 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 17,561 | 1,359 | 0.08% | 0.08% | 97 | +1,361 | 8.4% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,385 | 1,268 | 0.0% | 0.0% | 98 | +183 | 1.13% | Q2 2026 | Aug 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 14,900 | 1,153 | 0.61% | 0.66% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oceanside Advisors LLC | History | Reduced | 14,589 | 1,129 | 0.57% | 0.63% | 100 | -77 | -0.53% | Q2 2026 | Jul 27, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,204 | 1,099 | 0.09% | 0.1% | 101 | +159 | 1.13% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,466 | 1,042 | 0.0% | 0.0% | 102 | +2,149 | 18.99% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 13,190 | 1,021 | 0.08% | 0.08% | 103 | +1,980 | 17.66% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 12,852 | 995 | 0.02% | 0.02% | 104 | +13 | 0.1% | Q2 2026 | Aug 06, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 12,649 | 979 | 0.04% | 0.04% | 105 | +1 | 0.01% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,453 | 964 | 0.0% | 0.01% | 106 | -700 | -5.32% | Q2 2026 | Aug 18, 2026 |
| Evanson Financial, LLC | History | New | 12,360 | 956 | 0.05% | — | 107 | +12,360 | New | Q2 2026 | Jul 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 11,174 | 865 | 0.07% | 0.07% | 108 | +111 | 1.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Added to | 11,143 | 864 | 0.17% | 0.12% | 109 | +3,628 | 48.28% | Q2 2026 | Jul 22, 2026 |
| Burk Holdings LLC | History | Added to | 11,169 | 864 | 0.32% | 0.36% | 110 | +85 | 0.77% | Q2 2026 | Aug 12, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,505 | 860 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 10,740 | 831 | 0.18% | 0.05% | 112 | +7,758 | 260.16% | Q2 2026 | Jul 17, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 10,526 | 814 | 0.63% | 0.66% | 113 | +100 | 0.96% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,335 | 800 | 0.0% | 0.0% | 114 | +4,817 | 87.3% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 10,328 | 799 | 0.05% | 0.03% | 115 | +6,639 | 179.97% | Q2 2026 | Aug 05, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 9,886 | 783 | 0.24% | 0.25% | 116 | +359 | 3.77% | Q2 2026 | Aug 11, 2026 |
| WorthPointe, LLC | History | Added to | 8,932 | 691 | 0.17% | 0.15% | 117 | +1,442 | 19.25% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,870 | 686 | 0.0% | 0.0% | 118 | +2,446 | 38.08% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 8,774 | 679 | 0.0% | — | 119 | +8,774 | New | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,542 | 661 | 0.0% | 0.0% | 121 | -400 | -4.47% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 8,535 | 661 | 0.0% | 0.0% | 120 | +30 | 0.35% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,384 | 649 | 0.0% | 0.0% | 122 | -452 | -5.12% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | Reduced | 8,206 | 635 | 0.04% | 0.04% | 123 | -901 | -9.89% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | New | 7,952 | 615 | 0.01% | — | 124 | +7,952 | New | Q2 2026 | Aug 03, 2026 |
| Networth Advisors, LLC | History | New | 7,585 | 587 | 0.34% | — | 125 | +7,585 | New | Q2 2026 | Jul 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 7,382 | 571 | 0.06% | 0.07% | 126 | -753 | -9.26% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,240 | 561 | 0.0% | 0.0% | 127 | +817 | 12.72% | Q2 2026 | Jul 27, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 7,223 | 559 | 0.11% | 0.11% | 128 | -110 | -1.5% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 6,904 | 534 | 0.05% | — | 129 | +6,904 | New | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,828 | 528 | 0.0% | 0.0% | 130 | +343 | 5.29% | Q2 2026 | Aug 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 6,800 | 526 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fox Hill Wealth Management | History | Reduced | 6,750 | 522 | 0.21% | 0.24% | 132 | -47 | -0.69% | Q2 2026 | Aug 18, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 6,685 | 517 | 0.02% | 0.02% | 133 | +2,171 | 48.09% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,576 | 509 | 0.0% | 0.0% | 134 | +4,676 | 246.11% | Q2 2026 | Aug 12, 2026 |
| Embree Financial Group | History | Added to | 6,425 | 497 | 0.05% | 0.05% | 135 | +1,025 | 18.98% | Q2 2026 | Jul 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 6,268 | 485 | 0.14% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 6,196 | 479 | 0.02% | 0.02% | 137 | +1,827 | 41.82% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Added to | 6,142 | 475 | 0.0% | 0.0% | 138 | +804 | 15.06% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | New | 6,067 | 469 | 0.0% | — | 139 | +6,067 | New | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,963 | 461 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IF Advisors, LLC | History | Added to | 5,664 | 438 | 0.29% | 0.22% | 141 | +1,500 | 36.02% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 5,654 | 437 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | No change | 4,967 | 384 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 4,805 | 372 | 0.0% | 0.0% | 144 | +39 | 0.82% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,755 | 368 | 0.0% | 0.01% | 145 | -2,661 | -35.88% | Q2 2026 | Jul 17, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 4,631 | 358 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prosperitas Financial LLC | History | Reduced | 4,560 | 353 | 0.11% | 0.13% | 147 | -109 | -2.33% | Q2 2026 | Aug 19, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 4,450 | 344 | 0.13% | 0.13% | 148 | +250 | 5.95% | Q2 2026 | Jul 23, 2026 |
| GTS SECURITIES LLC | History | New | 4,364 | 337 | 0.01% | — | 149 | +4,364 | New | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,229 | 327 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | New | 4,207 | 325 | 0.01% | — | 151 | +4,207 | New | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | New | 4,189 | 324 | 0.01% | — | 152 | +4,189 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 4,158 | 321 | 0.03% | 0.02% | 153 | +968 | 30.34% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,015 | 311 | 0.0% | 0.0% | 154 | +720 | 21.85% | Q2 2026 | Jul 20, 2026 |
| Emprise Bank | History | Reduced | 3,926 | 303 | 0.11% | 0.13% | 156 | -365 | -8.51% | Q2 2026 | Jul 07, 2026 |
| Life Planning Partners, Inc | History | No change | 3,920 | 303 | 0.23% | 0.22% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,908 | 302 | 0.03% | 0.03% | 157 | +197 | 5.31% | Q2 2026 | Jul 23, 2026 |
| Forum Financial Management, LP | History | Reduced | 3,687 | 285 | 0.0% | 0.0% | 158 | -314 | -7.85% | Q2 2026 | Jul 23, 2026 |
| Sterneck Capital Management, LLC | History | No change | 3,674 | 284 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 3,561 | 275 | 0.2% | 0.22% | 160 | -20 | -0.56% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | Reduced | 3,480 | 269 | 0.0% | 0.0% | 161 | -100 | -2.79% | Q2 2026 | Aug 12, 2026 |
| Freestate Advisors LLC | History | Added to | 3,444 | 266 | 0.2% | 0.2% | 162 | +38 | 1.12% | Q2 2026 | Jul 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 3,416 | 264 | 0.04% | — | 163 | +3,416 | New | Q2 2026 | Jul 27, 2026 |
| Atala Financial Inc | History | No change | 3,340 | 258 | 0.16% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,313 | 256 | 0.0% | 0.01% | 165 | -175 | -5.02% | Q2 2026 | Aug 14, 2026 |
| Stone Summit Wealth LLC | History | No change | 3,172 | 245 | 0.06% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,924 | 241 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | Added to | 3,086 | 238 | 0.08% | 0.08% | 168 | +34 | 1.11% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,960 | 229 | 0.0% | 0.0% | 169 | +1,860 | 169.09% | Q2 2026 | Aug 14, 2026 |
| Trailhead Planners LLC | History | No change | 2,916 | 225 | 0.22% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,805 | 217 | 0.01% | 0.01% | 171 | +50 | 1.81% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,221 | 171 | 0.0% | 0.0% | 172 | -207 | -8.53% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 1,974 | 152 | 0.0% | 0.0% | 173 | +1,514 | 329.13% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,890 | 146 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,758 | 136 | 0.0% | 0.0% | 175 | -1,948 | -52.56% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,750 | 135 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 1,490 | 115 | 0.05% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,098 | 84 | 0.0% | 0.0% | 178 | -23 | -2.05% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 941 | 72 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 705 | 54 | 0.05% | 0.06% | 180 | -11 | -1.54% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 697 | 53 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kings Path Partners LLC | History | New | 527 | 40 | 0.01% | — | 182 | +527 | New | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 514 | 39 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 469 | 36 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 462 | 35 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROGCO, LP | History | No change | 384 | 29 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 229 | 17 | 0.01% | 0.34% | 187 | -8,142 | -97.26% | Q2 2026 | Jul 30, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 188 | 14 | 0.0% | — | 188 | +188 | New | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 166 | 12 | 0.0% | 0.0% | 189 | -131 | -44.11% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 91 | 7 | 0.0% | 0.0% | 190 | +1 | 1.11% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 69 | 5 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | New | 16 | 1 | 0.0% | — | 195 | +16 | New | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,276 | -100.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,740 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,375 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,671 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,059 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -937 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Longview Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -849 | -100.0% | Q2 2026 | Jul 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Aug 12, 2026 |