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 | No change | 3,697,239 | 286,240 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 866,184 | 67,059 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 673,117 | 52,112 | 5.16% | 5.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 596,315 | 46,166 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | Added to | 520,568 | 41,452 | 2.13% | 2.1% | 5 | +12,400 | 2.44% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 460,582 | 35,487 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 376,206 | 29,125 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 354,320 | 27,431 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 334,517 | 26,637 | 4.32% | 4.4% | 9 | +6,396 | 1.95% | Q3 2026 | Nov 02, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 300,911 | 23,961 | 1.04% | 1.0% | 10 | +3,693 | 1.24% | Q3 2026 | Nov 05, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 300,461 | 23,925 | 2.32% | 2.36% | 11 | -5,405 | -1.77% | Q3 2026 | Nov 02, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 280,822 | 22,361 | 4.38% | — | 12 | +280,822 | New | Q3 2026 | Nov 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 244,700 | 19,485 | 1.72% | 1.64% | 13 | +5,696 | 2.38% | Q3 2026 | Oct 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 240,133 | 18,591 | 0.97% | 0.97% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 219,251 | 17,261 | 0.03% | 0.01% | 15 | +105,956 | 93.52% | Q3 2026 | Oct 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 213,232 | 16,979 | 4.47% | 4.19% | 16 | +1,930 | 0.91% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 173,160 | 13,406 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 172,534 | 13,357 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Austin Wealth Management, LLC | History | No change | 165,301 | 12,986 | 2.74% | 2.74% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Symmetry Partners, LLC | History | Added to | 163,028 | 12,981 | 0.66% | 0.62% | 20 | +6,037 | 3.85% | Q3 2026 | Oct 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 155,409 | 12,350 | 1.78% | 1.72% | 21 | +2,764 | 1.81% | Q3 2026 | Oct 08, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 142,652 | 11,359 | 4.72% | 7.44% | 22 | -79,541 | -35.8% | Q3 2026 | Oct 27, 2026 |
| Wright Wealth LLC | History | Added to | 132,123 | 10,520 | 6.06% | 5.81% | 23 | +7,155 | 5.73% | Q3 2026 | Oct 29, 2026 |
| Northland Capital Management LLC | History | Added to | 128,687 | 10,247 | 4.7% | 5.26% | 24 | +2,708 | 2.15% | Q3 2026 | Oct 15, 2026 |
| NWAM LLC | History | No change | 125,722 | 9,733 | 0.49% | 0.49% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 122,148 | 9,726 | 7.2% | 6.84% | 26 | +1,911 | 1.59% | Q3 2026 | Nov 02, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 115,454 | 9,193 | 0.37% | 0.02% | 27 | +108,769 | 1627.06% | Q3 2026 | Oct 30, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 113,795 | 8,985 | 3.16% | 2.92% | 28 | +8,086 | 7.65% | Q3 2026 | Nov 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 114,886 | 8,894 | 0.56% | 0.56% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 107,379 | 8,550 | 1.29% | 1.38% | 30 | -1,843 | -1.69% | Q3 2026 | Oct 27, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 105,244 | 8,380 | 3.33% | 3.15% | 31 | +17,765 | 20.31% | Q3 2026 | Oct 28, 2026 |
| Paladin Advisory Group, LLC | History | No change | 101,141 | 7,830 | 5.2% | 5.2% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Group, Inc. | History | Added to | 98,099 | 7,811 | 0.92% | 0.77% | 33 | +13,152 | 15.48% | Q3 2026 | Oct 14, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 98,223 | 7,783 | 6.67% | 6.67% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 100,410 | 7,773 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Brickley Wealth Management | History | Added to | 95,505 | 7,605 | 1.06% | 1.0% | 36 | +5,898 | 6.58% | Q3 2026 | Nov 03, 2026 |
| Tortoise Investment Management, LLC | History | No change | 95,289 | 7,377 | 0.55% | 0.55% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLas Financial Planning LLC | History | No change | 92,983 | 7,198 | 5.84% | 5.84% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 91,498 | 7,083 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 90,000 | 6,967 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 81,718 | 6,467 | 0.12% | 0.13% | 41 | +518 | 0.64% | Q3 2026 | Oct 26, 2026 |
| Navigoe, LLC | History | Added to | 79,937 | 6,365 | 3.28% | 3.14% | 42 | +2,320 | 2.99% | Q3 2026 | Nov 03, 2026 |
| Haven Private, LLC | History | Added to | 78,342 | 6,238 | 2.46% | 2.24% | 43 | +2,127 | 2.79% | Q3 2026 | Oct 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 75,237 | 5,991 | 0.17% | 0.17% | 44 | -5,652 | -6.99% | Q3 2026 | Oct 08, 2026 |
| Plancorp, LLC | History | Added to | 75,165 | 5,959 | 0.14% | 0.09% | 45 | +26,000 | 52.88% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 71,802 | 5,949 | 0.01% | 0.0% | 46 | +3,764 | 5.53% | Q3 2026 | Oct 30, 2026 |
| Ducere Wealth Management LLC | History | No change | 76,064 | 5,888 | 1.77% | 1.77% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Telos Capital Management, Inc. | History | Added to | 73,280 | 5,835 | 0.51% | 0.5% | 48 | +600 | 0.83% | Q3 2026 | Nov 02, 2026 |
| Factor Wealth Management LTD | History | Added to | 72,794 | 5,796 | 0.89% | 0.85% | 49 | +69 | 0.09% | Q3 2026 | Oct 08, 2026 |
| Prosperity Planning, Inc. | History | Added to | 70,115 | 5,583 | 1.24% | 1.14% | 50 | +5,955 | 9.28% | Q3 2026 | Oct 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 69,733 | 5,552 | 1.15% | 1.1% | 51 | +180 | 0.26% | Q3 2026 | Oct 05, 2026 |
| ENTREWEALTH, LLC | History | Added to | 68,381 | 5,445 | 1.94% | 1.95% | 52 | +4,246 | 6.62% | Q3 2026 | Oct 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,789 | 5,398 | 0.01% | 0.01% | 53 | +3,374 | 5.24% | Q3 2026 | Nov 02, 2026 |
| Wealth Management Nebraska | History | Reduced | 66,622 | 5,305 | 0.46% | 0.47% | 54 | -1,415 | -2.08% | Q3 2026 | Oct 26, 2026 |
| McLean Asset Management Corp | History | No change | 65,519 | 5,288 | 0.7% | 0.7% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 67,950 | 5,260 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 67,797 | 5,258 | 0.51% | 0.51% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 65,002 | 5,176 | 0.4% | 0.32% | 58 | +12,752 | 24.41% | Q3 2026 | Oct 23, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 66,715 | 5,165 | 0.82% | 0.82% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Added to | 64,838 | 5,104 | 0.12% | 0.14% | 60 | +99 | 0.15% | Q3 2026 | Oct 09, 2026 |
| Vestment Financial LLC | History | Reduced | 56,796 | 4,474 | 2.0% | 2.0% | 61 | -287 | -0.5% | Q3 2026 | Oct 13, 2026 |
| Frankly Finances, LLC | History | Added to | 55,421 | 4,413 | 3.46% | 3.29% | 62 | +1,641 | 3.05% | Q3 2026 | Oct 28, 2026 |
| COMMERCE BANK | History | No change | 53,958 | 4,177 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 53,787 | 4,164 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 45,791 | 3,545 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 41,258 | 3,194 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tillman Hartley LLC | History | No change | 38,450 | 2,976 | 0.67% | 0.67% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,951 | 2,942 | 0.01% | 0.01% | 68 | +7,910 | 27.24% | Q3 2026 | Nov 02, 2026 |
| Jacobi Capital Management LLC | History | No change | 37,913 | 2,935 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 36,151 | 2,798 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 35,626 | 2,758 | 0.33% | 0.33% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAM GROUP, INC. | History | Added to | 33,595 | 2,675 | 1.35% | 1.28% | 72 | +250 | 0.75% | Q3 2026 | Oct 26, 2026 |
| Asset One Wealth Management LLC | History | New | 32,767 | 2,609 | 0.22% | — | 73 | +32,767 | New | Q3 2026 | Nov 02, 2026 |
| McMill Wealth Management | History | Reduced | 32,662 | 2,600 | 0.59% | 0.61% | 74 | -357 | -1.08% | Q3 2026 | Nov 05, 2026 |
| Creative Planning | History | Reduced | 29,588 | 2,356 | 0.0% | 0.0% | 75 | -91 | -0.31% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,703 | 2,299 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 28,824 | 2,295 | 1.12% | 1.05% | 77 | +1,234 | 4.47% | Q3 2026 | Oct 15, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 27,882 | 2,220 | 0.15% | 0.14% | 78 | -377 | -1.33% | Q3 2026 | Nov 05, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 28,054 | 2,171 | 0.83% | 0.83% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 27,559 | 2,133 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 26,760 | 2,071 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 25,113 | 1,999 | 0.21% | 0.4% | 82 | -2 | -0.01% | Q3 2026 | Nov 03, 2026 |
| Meredith Wealth Planning | History | Added to | 24,588 | 1,957 | 0.49% | 0.45% | 83 | +81 | 0.33% | Q3 2026 | Oct 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 22,836 | 1,767 | 0.27% | 0.27% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 21,740 | 1,731 | 0.69% | 0.68% | 85 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,196 | 1,687 | 0.02% | 0.02% | 86 | +264 | 1.26% | Q3 2026 | Oct 26, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 20,692 | 1,647 | 0.08% | 0.09% | 87 | +282 | 1.38% | Q3 2026 | Nov 02, 2026 |
| Prudent Investor Advisors, LLC | History | New | 20,554 | 1,636 | 1.28% | — | 88 | +20,554 | New | Q3 2026 | Oct 22, 2026 |
| LRI Investments, LLC | History | No change | 20,908 | 1,618 | 0.13% | 0.13% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 20,725 | 1,604 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 19,690 | 1,567 | 1.34% | 1.45% | 91 | -2,207 | -10.08% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 19,127 | 1,523 | 0.08% | 0.08% | 92 | +1,566 | 8.92% | Q3 2026 | Oct 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 18,858 | 1,507 | 0.2% | 0.19% | 93 | +1,148 | 6.48% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 19,392 | 1,501 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 19,247 | 1,490 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 18,693 | 1,488 | 0.2% | 0.21% | 96 | -1,150 | -5.8% | Q3 2026 | Oct 26, 2026 |
| Betterment LLC | History | No change | 18,895 | 1,463 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 17,947 | 1,389 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wavvest Wealth LLC | History | New | 16,990 | 1,352 | 1.09% | — | 99 | +16,990 | New | Q3 2026 | Oct 21, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 16,632 | 1,324 | 0.26% | 0.18% | 100 | +5,892 | 54.86% | Q3 2026 | Oct 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,385 | 1,268 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 14,926 | 1,188 | 0.06% | 0.02% | 102 | +8,730 | 140.9% | Q3 2026 | Oct 15, 2026 |
| Oceanside Advisors LLC | History | Added to | 14,676 | 1,168 | 0.72% | 0.57% | 103 | +87 | 0.6% | Q3 2026 | Nov 03, 2026 |
| Nemes Rush Group LLC | History | Added to | 14,668 | 1,167 | 0.1% | 0.08% | 104 | +1,478 | 11.21% | Q3 2026 | Nov 04, 2026 |
| Astra Wealth Partners LLC | History | No change | 14,900 | 1,153 | 0.61% | 0.61% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,251 | 1,134 | 0.1% | 0.09% | 106 | +47 | 0.33% | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,466 | 1,042 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,686 | 1,010 | 0.02% | 0.02% | 108 | -166 | -1.29% | Q3 2026 | Nov 04, 2026 |
| Herold Advisors, Inc. | History | Added to | 12,651 | 1,007 | 0.2% | 0.17% | 109 | +1,508 | 13.53% | Q3 2026 | Oct 19, 2026 |
| Evanson Financial, LLC | History | Added to | 12,400 | 987 | 0.05% | 0.05% | 110 | +40 | 0.32% | Q3 2026 | Oct 23, 2026 |
| Greenwich Wealth Management LLC | History | No change | 12,649 | 979 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,453 | 964 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Burk Holdings LLC | History | Added to | 11,396 | 907 | 0.31% | 0.32% | 113 | +227 | 2.03% | Q3 2026 | Nov 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 11,174 | 865 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 10,526 | 814 | 0.63% | 0.63% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,148 | 808 | 0.0% | 0.0% | 116 | +2,908 | 40.17% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,335 | 800 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 10,328 | 799 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 9,071 | 722 | 0.21% | 0.24% | 119 | -815 | -8.24% | Q3 2026 | Oct 19, 2026 |
| WorthPointe, LLC | History | No change | 8,932 | 691 | 0.17% | 0.17% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,870 | 686 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,774 | 679 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFG LLC | History | New | 8,510 | 677 | 0.45% | — | 123 | +8,510 | New | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 8,535 | 661 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 8,542 | 661 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,384 | 649 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 8,206 | 635 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Networth Advisors, LLC | History | Added to | 7,610 | 605 | 0.35% | 0.34% | 128 | +25 | 0.33% | Q3 2026 | Nov 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 7,255 | 577 | 0.06% | 0.06% | 129 | -127 | -1.72% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,129 | 567 | 0.0% | 0.0% | 130 | +2,374 | 49.93% | Q3 2026 | Oct 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 7,223 | 559 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 6,800 | 541 | 0.09% | 0.08% | 132 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,904 | 534 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,828 | 528 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fox Hill Wealth Management | History | No change | 6,750 | 522 | 0.21% | 0.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Embree Financial Group | History | No change | 6,425 | 511 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,576 | 509 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 6,268 | 499 | 0.15% | 0.14% | 138 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6,314 | 488 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| MAI Capital Management | History | No change | 6,142 | 475 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,963 | 474 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 6,067 | 469 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,781 | 460 | 0.0% | 0.01% | 143 | -2,171 | -27.3% | Q3 2026 | Oct 28, 2026 |
| IF Advisors, LLC | History | No change | 5,664 | 438 | 0.29% | 0.29% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 5,654 | 437 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | No change | 4,967 | 395 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Prosperitas Financial LLC | History | Added to | 4,691 | 373 | 0.11% | 0.11% | 147 | +131 | 2.87% | Q3 2026 | Oct 28, 2026 |
| MORGAN STANLEY | History | No change | 4,805 | 372 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 4,631 | 368 | 0.23% | 0.14% | 149 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| M Holdings Securities, Inc. | History | New | 4,606 | 366 | 0.02% | — | 150 | +4,606 | New | Q3 2026 | Nov 03, 2026 |
| Financial Partners Group, Inc | History | Added to | 4,509 | 359 | 0.04% | 0.03% | 151 | +601 | 15.38% | Q3 2026 | Oct 19, 2026 |
| WMG Financial Advisors, LLC | History | No change | 4,450 | 344 | 0.13% | 0.13% | 152 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GTS SECURITIES LLC | History | No change | 4,364 | 337 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,145 | 330 | 0.0% | 0.0% | 154 | +130 | 3.24% | Q3 2026 | Oct 26, 2026 |
| Cascade Financial Partners, LLC | History | No change | 4,229 | 327 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,207 | 325 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 4,189 | 324 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emprise Bank | History | Added to | 4,040 | 321 | 0.12% | 0.11% | 159 | +114 | 2.9% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,158 | 321 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Life Planning Partners, Inc | History | No change | 3,920 | 312 | 0.25% | 0.23% | 160 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Forum Financial Management, LP | History | No change | 3,687 | 293 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 3,638 | 289 | 0.21% | 0.2% | 162 | +77 | 2.16% | Q3 2026 | Oct 22, 2026 |
| Prosperity Advisers, LLC | History | New | 3,592 | 286 | 0.2% | — | 163 | +3,592 | New | Q3 2026 | Oct 27, 2026 |
| Sterneck Capital Management, LLC | History | No change | 3,674 | 284 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lauterbach Financial Advisors, LLC | History | New | 3,472 | 276 | 0.12% | — | 165 | +3,472 | New | Q3 2026 | Oct 20, 2026 |
| Freestate Advisors LLC | History | Added to | 3,455 | 275 | 0.21% | 0.2% | 166 | +11 | 0.32% | Q3 2026 | Oct 09, 2026 |
| Summit Financial, LLC | History | No change | 3,480 | 269 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atala Financial Inc | History | No change | 3,340 | 265 | 0.15% | 0.16% | 168 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 3,416 | 264 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 3,313 | 256 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone Summit Wealth LLC | History | No change | 3,172 | 252 | 0.07% | 0.06% | 171 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | New | 3,145 | 250 | 0.0% | — | 172 | +3,145 | New | Q3 2026 | Oct 28, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,924 | 241 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | No change | 3,086 | 238 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,895 | 230 | 0.01% | 0.01% | 175 | +90 | 3.21% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,960 | 229 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trailhead Planners LLC | History | No change | 2,916 | 225 | 0.22% | 0.22% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foundry Financial LLC | History | New | 2,638 | 210 | 0.07% | — | 178 | +2,638 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 2,616 | 208 | 0.01% | — | 179 | +2,616 | New | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2,557 | 203 | 0.01% | — | 180 | +2,557 | New | Q3 2026 | Nov 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 2,301 | 183 | 0.01% | — | 181 | +2,301 | New | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,221 | 171 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 1,974 | 152 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,890 | 146 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,758 | 136 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,750 | 135 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 1,490 | 115 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kings Path Partners LLC | History | Added to | 1,087 | 86 | 0.02% | 0.01% | 188 | +560 | 106.26% | Q3 2026 | Oct 21, 2026 |
| Ancora Advisors LLC | History | No change | 1,098 | 84 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 941 | 74 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | No change | 697 | 55 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 705 | 54 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 514 | 40 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 469 | 36 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 462 | 35 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROGCO, LP | History | No change | 384 | 29 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | New | 203 | 16 | 0.0% | — | 197 | +203 | New | Q3 2026 | Oct 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 165 | 13 | 0.0% | 0.01% | 198 | -64 | -27.95% | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 166 | 12 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 91 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balance Wealth Partners LLC | History | New | 86 | 6 | 0.0% | — | 202 | +86 | New | Q3 2026 | Oct 27, 2026 |
| Downshift Financial, LLC | History | New | 82 | 6 | 0.0% | — | 203 | +82 | New | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 74 | 5 | 0.0% | 0.0% | 206 | -114 | -60.64% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 69 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BFC Planning, Inc. | History | No change | 61 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Atomic Invest LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 30 | 2 | 0.0% | — | 210 | +30 | New | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | New | 20 | 1 | 0.0% | — | 212 | +20 | New | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | No change | 16 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -196,767 | -100.0% | Q3 2026 | Oct 28, 2026 |