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 | 3,199,324 | 239,405 | 0.12% | 0.09% | 1 | +586,883 | 22.46% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 639,155 | 47,827 | 0.23% | 0.32% | 2 | -158,089 | -19.83% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 580,522 | 43,440 | 4.85% | 4.47% | 3 | +39,017 | 7.21% | Q1 2026 | Apr 29, 2026 |
| ATWOOD & PALMER INC | History | Added to | 499,116 | 37,348 | 2.11% | 1.98% | 4 | +10,931 | 2.24% | Q1 2026 | Apr 15, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 359,416 | 26,895 | 3.33% | 3.07% | 5 | -12,341 | -3.32% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 350,105 | 25,358 | 0.01% | 0.01% | 6 | +98,860 | 39.35% | Q1 2026 | May 15, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 303,419 | 22,701 | 4.52% | 4.34% | 7 | +13,213 | 4.55% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 274,615 | 20,549 | 0.01% | 0.01% | 8 | +108,367 | 65.18% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 269,407 | 20,159 | 0.01% | 0.0% | 9 | +106,304 | 65.18% | Q1 2026 | May 06, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 257,812 | 19,292 | 0.86% | 0.82% | 10 | -16,355 | -5.97% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 270,652 | 19,278 | 1.25% | 1.25% | 11 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 231,424 | 17,317 | 1.69% | 1.65% | 12 | -5,102 | -2.16% | Q1 2026 | Apr 29, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 218,438 | 16,345 | 8.11% | 8.63% | 13 | -23,657 | -9.77% | Q1 2026 | Apr 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 207,002 | 15,490 | 4.43% | 4.19% | 14 | +4,448 | 2.2% | Q1 2026 | Apr 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 160,665 | 12,192 | 2.77% | 2.35% | 15 | -58,709 | -26.76% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 142,719 | 11,170 | 1.71% | 1.57% | 16 | +4,878 | 3.54% | Q1 2026 | Apr 16, 2026 |
| Symmetry Partners, LLC | History | Added to | 142,297 | 10,648 | 0.61% | 0.55% | 17 | +11,575 | 8.85% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 141,018 | 10,552 | 0.03% | 0.02% | 18 | +12,331 | 9.58% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 127,314 | 9,526 | 0.1% | 0.16% | 19 | -56,723 | -30.82% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 123,633 | 9,251 | 0.53% | 0.39% | 20 | +26,146 | 26.82% | Q1 2026 | May 04, 2026 |
| Wright Wealth LLC | History | Added to | 120,142 | 8,990 | 6.01% | 5.5% | 21 | +1,624 | 1.37% | Q1 2026 | May 15, 2026 |
| Northland Capital Management LLC | History | Added to | 119,374 | 8,932 | 4.88% | 4.48% | 22 | +6,987 | 6.22% | Q1 2026 | Apr 21, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 118,775 | 8,887 | 7.08% | 6.93% | 23 | +1,908 | 1.63% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 115,354 | 8,631 | 0.59% | 0.59% | 24 | -4,692 | -3.91% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 111,542 | 8,346 | 3.32% | 3.42% | 25 | -5,990 | -5.1% | Q1 2026 | Apr 24, 2026 |
| Summit Portfolio Management, LTD. | History | New | 111,290 | 8,327 | 5.36% | — | 26 | +111,290 | New | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 111,116 | 8,314 | 0.01% | 0.0% | 27 | +91,456 | 465.19% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 107,450 | 8,040 | 1.53% | 1.59% | 28 | -2,006 | -1.83% | Q1 2026 | Apr 20, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 100,464 | 7,517 | 5.72% | 5.21% | 29 | +224 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 99,220 | 7,424 | 7.11% | 6.98% | 30 | -3,397 | -3.31% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 95,712 | 7,162 | 0.0% | 0.0% | 31 | -24,288 | -20.24% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 94,211 | 7,049 | 0.01% | 0.01% | 32 | +3,532 | 3.9% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 91,290 | 6,831 | 0.56% | 0.57% | 33 | -161 | -0.18% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 89,087 | 6,666 | 0.0% | 0.0% | 34 | -6,198 | -6.5% | Q1 2026 | May 04, 2026 |
| ATLas Financial Planning LLC | History | Added to | 88,019 | 6,586 | 5.91% | 5.82% | 35 | +4,738 | 5.69% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 79,638 | 6,178 | 0.14% | 0.15% | 36 | -1,004 | -1.25% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 82,083 | 6,142 | 0.19% | — | 37 | +82,083 | New | Q1 2026 | May 07, 2026 |
| Factor Wealth Management LTD | History | Reduced | 80,902 | 6,053 | 1.14% | 1.41% | 38 | -10,561 | -11.55% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 77,336 | 5,786 | 3.28% | 3.39% | 39 | +8,725 | 12.72% | Q1 2026 | May 12, 2026 |
| Navigoe, LLC | History | Added to | 73,410 | 5,493 | 3.24% | 3.08% | 40 | +3,393 | 4.85% | Q1 2026 | May 01, 2026 |
| Wealth Management Nebraska | History | Reduced | 72,815 | 5,448 | 0.55% | 0.61% | 41 | -1,821 | -2.44% | Q1 2026 | May 15, 2026 |
| Telos Capital Management, Inc. | History | New | 71,735 | 5,367 | 0.51% | — | 42 | +71,735 | New | Q1 2026 | Apr 16, 2026 |
| Haven Private, LLC | History | Added to | 70,886 | 5,304 | 2.31% | 2.1% | 43 | +3,478 | 5.16% | Q1 2026 | May 05, 2026 |
| Harbor Group, Inc. | History | Added to | 69,310 | 5,186 | 0.75% | 0.56% | 44 | +16,382 | 30.95% | Q1 2026 | Apr 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 69,248 | 5,181 | 1.17% | 1.15% | 45 | -905 | -1.29% | Q1 2026 | Apr 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 64,032 | 4,791 | 0.0% | 0.0% | 46 | +11,586 | 22.09% | Q1 2026 | May 15, 2026 |
| ENTREWEALTH, LLC | History | Added to | 61,770 | 4,622 | 2.07% | 1.92% | 47 | +6,888 | 12.55% | Q1 2026 | May 14, 2026 |
| McLean Asset Management Corp | History | Added to | 61,532 | 4,604 | 0.81% | 0.63% | 48 | +13,798 | 28.91% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,545 | 4,590 | 0.01% | 0.01% | 49 | +6,425 | 11.66% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 60,276 | 4,510 | 1.14% | 1.04% | 50 | +4,192 | 7.47% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 58,621 | 4,386 | 0.47% | 0.13% | 51 | +41,947 | 251.57% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,290 | 4,361 | 0.01% | 0.0% | 52 | +17,605 | 43.27% | Q1 2026 | Apr 27, 2026 |
| Vestment Financial LLC | History | Added to | 55,187 | 4,356 | 2.05% | 1.96% | 53 | +3,462 | 6.69% | Q1 2026 | May 01, 2026 |
| Frankly Finances, LLC | History | Reduced | 52,180 | 3,904 | 3.53% | 3.56% | 54 | -500 | -0.95% | Q1 2026 | Apr 29, 2026 |
| Plancorp, LLC | History | Added to | 49,165 | 3,858 | 0.11% | 0.11% | 55 | +340 | 0.7% | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 51,091 | 3,823 | 0.33% | 0.35% | 56 | -6,071 | -10.62% | Q1 2026 | Apr 07, 2026 |
| COMMERCE BANK | History | New | 49,162 | 3,678 | 0.02% | — | 57 | +49,162 | New | Q1 2026 | May 11, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 47,591 | 3,561 | 0.63% | 0.24% | 58 | +30,156 | 172.96% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 40,922 | 3,207 | 0.1% | 0.1% | 59 | +16 | 0.04% | Q1 2026 | Apr 09, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 35,945 | 2,689 | 0.37% | — | 60 | +35,945 | New | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 35,510 | 2,657 | 0.18% | 0.15% | 61 | +3,382 | 10.53% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 35,069 | 2,624 | 0.15% | 0.13% | 62 | +4,560 | 14.95% | Q1 2026 | May 13, 2026 |
| FineMark National Bank & Trust | History | No change | 36,572 | 2,605 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,771 | 2,527 | 0.01% | 0.01% | 64 | +1,295 | 3.99% | Q1 2026 | Apr 30, 2026 |
| McMill Wealth Management | History | Reduced | 33,699 | 2,521 | 0.67% | 0.72% | 65 | -2,327 | -6.46% | Q1 2026 | May 13, 2026 |
| Tillman Hartley LLC | History | Added to | 31,492 | 2,356 | 0.59% | 0.56% | 66 | +150 | 0.48% | Q1 2026 | May 08, 2026 |
| LAM GROUP, INC. | History | Reduced | 30,790 | 2,304 | 1.27% | 1.27% | 67 | -335 | -1.08% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 29,739 | 2,225 | 0.0% | 0.0% | 68 | -3,001 | -9.17% | Q1 2026 | May 12, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 28,370 | 2,123 | 0.15% | 0.05% | 69 | +18,109 | 176.48% | Q1 2026 | May 13, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 27,335 | 2,045 | 0.9% | 0.77% | 70 | +1,105 | 4.21% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 26,550 | 1,986 | 0.06% | 0.05% | 71 | +2,162 | 8.87% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 26,502 | 1,983 | 0.03% | 0.02% | 72 | +5,566 | 26.59% | Q1 2026 | May 11, 2026 |
| Pacific Asset Management, LLC | History | Added to | 26,368 | 1,973 | 1.1% | 0.94% | 73 | +4,403 | 20.05% | Q1 2026 | May 01, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 26,290 | 1,967 | 0.42% | 0.41% | 74 | -62 | -0.24% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 22,993 | 1,720 | 0.29% | 0.26% | 75 | +1,425 | 6.61% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,090 | 1,668 | 0.0% | 0.0% | 76 | +6,414 | 40.92% | Q1 2026 | Apr 08, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 21,740 | 1,626 | 0.73% | 0.69% | 77 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 20,920 | 1,565 | 0.06% | 0.04% | 78 | +5,020 | 31.57% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 20,908 | 1,564 | 0.14% | 0.12% | 79 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | New | 20,830 | 1,558 | 0.02% | — | 80 | +20,830 | New | Q1 2026 | Apr 23, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 20,388 | 1,525 | 1.82% | 1.46% | 81 | -3,259 | -13.78% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,795 | 1,481 | 0.0% | 0.0% | 82 | +3,259 | 19.71% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,276 | 1,442 | 0.0% | — | 83 | +19,276 | New | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | Added to | 18,372 | 1,374 | 0.37% | 0.39% | 84 | +21 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,799 | 1,331 | 0.0% | 0.0% | 85 | +10,968 | 160.56% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 16,758 | 1,253 | 0.21% | 0.15% | 86 | +4,355 | 35.11% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 16,560 | 1,239 | 0.17% | 0.14% | 87 | +2,056 | 14.18% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 16,200 | 1,212 | 0.08% | — | 89 | +16,200 | New | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,202 | 1,212 | 0.0% | 0.0% | 88 | +22 | 0.14% | Q1 2026 | May 11, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 16,978 | 1,209 | 1.83% | 1.83% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,404 | 1,152 | 0.05% | — | 91 | +15,404 | New | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 14,947 | 1,118 | 0.0% | 0.0% | 92 | +9,920 | 197.33% | Q1 2026 | May 14, 2026 |
| Astra Wealth Partners LLC | History | No change | 14,900 | 1,114 | 0.66% | 0.62% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,045 | 1,104 | 0.1% | 0.1% | 94 | +18 | 0.13% | Q1 2026 | Apr 20, 2026 |
| Oceanside Advisors LLC | History | Reduced | 14,666 | 1,097 | 0.63% | 0.67% | 95 | -750 | -4.87% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,254 | 1,066 | 0.01% | 0.0% | 96 | +4,945 | 53.12% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,153 | 984 | 0.01% | 0.01% | 97 | +675 | 5.41% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,839 | 960 | 0.02% | 0.04% | 98 | -11,062 | -46.28% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 12,648 | 946 | 0.04% | 0.04% | 99 | -324 | -2.5% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 12,439 | 930 | 0.07% | 0.02% | 100 | +9,222 | 286.66% | Q1 2026 | May 05, 2026 |
| Evanson Asset Management, LLC | History | Added to | 11,505 | 860 | 0.05% | 0.04% | 101 | +120 | 1.05% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,317 | 846 | 0.0% | 0.0% | 102 | +1,237 | 12.27% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | Added to | 11,210 | 838 | 0.08% | 0.03% | 103 | +6,066 | 117.92% | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | Added to | 11,084 | 829 | 0.36% | 0.27% | 104 | +3,154 | 39.77% | Q1 2026 | May 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 11,063 | 827 | 0.07% | 0.06% | 105 | +13 | 0.12% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 10,740 | 804 | 0.03% | 0.08% | 106 | -21,834 | -67.03% | Q1 2026 | May 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | New | 10,426 | 756 | 0.66% | — | 107 | +10,426 | New | Q1 2026 | May 07, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 9,527 | 712 | 0.25% | 0.26% | 108 | +233 | 2.51% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | Added to | 9,107 | 681 | 0.04% | 0.03% | 109 | +2,407 | 35.93% | Q1 2026 | May 29, 2026 |
| Waverly Advisors, LLC | History | No change | 8,942 | 669 | 0.0% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,836 | 661 | 0.0% | 0.0% | 111 | +451 | 5.38% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 8,505 | 636 | 0.0% | — | 112 | +8,505 | New | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | New | 8,371 | 626 | 0.34% | — | 113 | +8,371 | New | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 8,135 | 608 | 0.07% | 0.07% | 114 | -684 | -7.76% | Q1 2026 | Apr 14, 2026 |
| Herold Advisors, Inc. | History | Added to | 7,515 | 562 | 0.12% | 0.1% | 115 | +1,164 | 18.33% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,416 | 562 | 0.01% | 0.01% | 116 | -563 | -7.06% | Q1 2026 | Apr 07, 2026 |
| WorthPointe, LLC | History | Added to | 7,490 | 560 | 0.15% | 0.12% | 117 | +808 | 12.09% | Q1 2026 | May 12, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 7,333 | 548 | 0.11% | 0.11% | 118 | -10 | -0.14% | Q1 2026 | May 08, 2026 |
| Fox Hill Wealth Management | History | Reduced | 6,797 | 508 | 0.24% | 0.23% | 120 | -97 | -1.41% | Q1 2026 | May 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 6,800 | 508 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,485 | 485 | 0.0% | 0.0% | 121 | -1,123 | -14.76% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,423 | 481 | 0.0% | 0.0% | 122 | -180 | -2.73% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,424 | 480 | 0.0% | 0.0% | 123 | +5,052 | 368.22% | Q1 2026 | May 08, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 6,268 | 469 | 0.15% | 0.14% | 124 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Total Wealth Planning, LLC | History | No change | 6,521 | 464 | 0.99% | 0.99% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,963 | 446 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Zhang Financial LLC | History | No change | 5,654 | 423 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,518 | 413 | 0.0% | 0.0% | 128 | +1,376 | 33.22% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | New | 5,400 | 404 | 0.05% | — | 129 | +5,400 | New | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 5,338 | 399 | 0.0% | 0.0% | 130 | +5,250 | 5965.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,766 | 356 | 0.0% | 0.0% | 131 | +1,093 | 29.76% | Q1 2026 | May 15, 2026 |
| Prosperitas Financial LLC | History | Reduced | 4,669 | 349 | 0.13% | 0.13% | 132 | -50 | -1.06% | Q1 2026 | May 15, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 4,631 | 346 | 0.14% | 0.13% | 133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 4,514 | 337 | 0.02% | 0.02% | 134 | -99 | -2.15% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,369 | 326 | 0.02% | — | 135 | +4,369 | New | Q1 2026 | Apr 29, 2026 |
| Emprise Bank | History | No change | 4,291 | 321 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cascade Financial Partners, LLC | History | New | 4,229 | 316 | 0.03% | — | 137 | +4,229 | New | Q1 2026 | May 12, 2026 |
| WMG Financial Advisors, LLC | History | No change | 4,200 | 314 | 0.13% | 0.12% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IF Advisors, LLC | History | New | 4,164 | 311 | 0.22% | — | 139 | +4,164 | New | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 4,001 | 299 | 0.0% | 0.0% | 140 | -788 | -16.45% | Q1 2026 | Apr 23, 2026 |
| Life Planning Partners, Inc | History | No change | 3,920 | 293 | 0.22% | 0.21% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,706 | 277 | 0.0% | — | 143 | +3,706 | New | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | No change | 3,711 | 277 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 3,689 | 276 | 0.03% | — | 144 | +3,689 | New | Q1 2026 | Apr 30, 2026 |
| Sterneck Capital Management, LLC | History | No change | 3,674 | 274 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | New | 3,580 | 267 | 0.0% | — | 147 | +3,580 | New | Q1 2026 | May 15, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 3,581 | 267 | 0.22% | 0.28% | 146 | -982 | -21.52% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | No change | 3,488 | 261 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Freestate Advisors LLC | History | New | 3,406 | 254 | 0.2% | — | 149 | +3,406 | New | Q1 2026 | Apr 09, 2026 |
| Atala Financial Inc | History | No change | 3,340 | 253 | 0.17% | 0.15% | 150 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,375 | 252 | 0.03% | — | 151 | +3,375 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,295 | 247 | 0.0% | 0.0% | 152 | -176 | -5.07% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 3,190 | 238 | 0.02% | 0.02% | 153 | +50 | 1.59% | Q1 2026 | May 04, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 3,172 | 237 | 0.07% | 0.14% | 154 | -4,036 | -55.99% | Q1 2026 | Apr 22, 2026 |
| Disciplined Investments, LLC | History | Added to | 3,052 | 228 | 0.08% | 0.08% | 155 | +3 | 0.1% | Q1 2026 | May 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 2,982 | 223 | 0.05% | — | 156 | +2,982 | New | Q1 2026 | Apr 10, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,924 | 218 | 0.1% | 0.11% | 157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trailhead Planners LLC | History | No change | 2,916 | 218 | 0.21% | 0.2% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | New | 2,755 | 206 | 0.01% | — | 159 | +2,755 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,428 | 181 | 0.0% | 0.0% | 160 | +2,335 | 2510.75% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 2,273 | 170 | 0.01% | — | 161 | +2,273 | New | Q1 2026 | May 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,900 | 142 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,890 | 141 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,750 | 126 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,671 | 125 | 0.01% | — | 165 | +1,670 | 167000.0% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | No change | 1,490 | 111 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 1,463 | 104 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Added to | 1,121 | 83 | 0.0% | 0.0% | 168 | +601 | 115.58% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,100 | 82 | 0.0% | — | 169 | +1,100 | New | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,059 | 79 | 0.0% | — | 170 | +1,059 | New | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 941 | 70 | 0.01% | 0.02% | 172 | -189 | -16.73% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | No change | 937 | 70 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors, Inc. | History | New | 849 | 63 | 0.04% | — | 173 | +849 | New | Q1 2026 | Apr 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 716 | 53 | 0.06% | 0.05% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 697 | 52 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 514 | 38 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 469 | 35 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | New | 460 | 34 | 0.0% | — | 178 | +460 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 462 | 33 | 0.0% | 0.0% | 179 | +7 | 1.54% | Q1 2026 | May 13, 2026 |
| ROGCO, LP | History | No change | 384 | 28 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 297 | 22 | 0.0% | 0.0% | 181 | +267 | 890.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 226 | 16 | 0.0% | 0.0% | 182 | -351 | -60.83% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | New | 69 | 5 | 0.0% | — | 186 | +69 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 64 | 4 | 0.0% | 0.0% | 187 | -14 | -17.95% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | New | 30 | 2 | 0.0% | — | 188 | +30 | New | Q1 2026 | May 11, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,736 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.05% | — | -8,505 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,498 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,920 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,001 | -100.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,818 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,585 | -100.0% | Q1 2026 | May 14, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,507 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 06, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |