AMERICAN CENTURY ETF TRUST - AVRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empowered Funds, LLC | History | New | 1,237,572 | 54,477 | 0.35% | — | 1 | +1,237,572 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 987,667 | 43,477 | 0.24% | 0.09% | 2 | +620,655 | 169.11% | Q1 2026 | Apr 30, 2026 |
| Financial Plan, Inc. | History | Added to | 712,325 | 31,356 | 3.36% | 3.0% | 3 | +111,473 | 18.55% | Q1 2026 | Apr 24, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 608,098 | 26,768 | 0.01% | 0.01% | 4 | +137,953 | 29.34% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 597,583 | 26,427 | 0.97% | 1.33% | 5 | +407,336 | 214.11% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 424,242 | 18,675 | 2.1% | 2.0% | 6 | +14,683 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 389,403 | 17,141 | 1.89% | 2.29% | 7 | -53,014 | -11.98% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 388,797 | 17,126 | 1.15% | 1.15% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 373,644 | 16,447 | 4.64% | 4.53% | 9 | -10,415 | -2.71% | Q1 2026 | Apr 15, 2026 |
| BetterWealth, LLC | History | Added to | 339,282 | 14,935 | 2.93% | 3.29% | 10 | +7,794 | 2.35% | Q1 2026 | Apr 24, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 337,833 | 14,869 | 2.96% | 2.83% | 11 | +28,332 | 9.15% | Q1 2026 | May 08, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 316,505 | 13,932 | 0.75% | 0.74% | 12 | -902 | -0.28% | Q1 2026 | May 15, 2026 |
| Prairiewood Capital, LLC | History | Added to | 308,563 | 13,582 | 3.93% | 3.86% | 13 | +23,026 | 8.06% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 301,299 | 13,263 | 0.0% | 0.0% | 14 | +43,501 | 16.87% | Q1 2026 | May 06, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 289,024 | 12,722 | 5.27% | 5.39% | 15 | -2,981 | -1.02% | Q1 2026 | Apr 13, 2026 |
| LexAurum Advisors, LLC | History | New | 286,640 | 12,617 | 1.64% | — | 16 | +286,640 | New | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 279,527 | 12,304 | 0.01% | 0.01% | 17 | -2 | -0.0% | Q1 2026 | May 14, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 273,411 | 12,035 | 3.38% | 3.3% | 18 | +7,766 | 2.92% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 249,016 | 10,961 | 0.0% | 0.0% | 19 | +18,543 | 8.05% | Q1 2026 | May 04, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 243,572 | 10,722 | 1.93% | 1.9% | 20 | +10,085 | 4.32% | Q1 2026 | May 06, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 225,870 | 9,942 | 2.09% | 1.92% | 21 | +31,938 | 16.47% | Q1 2026 | May 12, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 207,355 | 9,127 | 2.87% | 2.74% | 22 | -1,248 | -0.6% | Q1 2026 | Apr 23, 2026 |
| WorthPointe, LLC | History | Reduced | 195,180 | 8,591 | 2.33% | 2.61% | 23 | -33,146 | -14.52% | Q1 2026 | May 12, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 159,262 | 7,638 | 3.14% | 2.92% | 24 | +14,797 | 10.24% | Q1 2026 | Apr 22, 2026 |
| Level Financial Advisors | History | Added to | 173,245 | 7,626 | 1.95% | 1.99% | 25 | +30 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 170,480 | 7,504 | 0.01% | 0.01% | 26 | +401 | 0.24% | Q1 2026 | May 15, 2026 |
| Vestment Financial LLC | History | Added to | 154,811 | 7,427 | 3.5% | 3.48% | 27 | +2,248 | 1.47% | Q1 2026 | May 01, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 135,448 | 5,962 | 4.77% | 4.31% | 28 | +16,166 | 13.55% | Q1 2026 | May 04, 2026 |
| LAM GROUP, INC. | History | Added to | 132,335 | 5,825 | 3.2% | 2.57% | 29 | +28,965 | 28.02% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 131,987 | 5,810 | 0.34% | 0.35% | 30 | -4,670 | -3.42% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 125,962 | 5,545 | 0.04% | 0.04% | 31 | +12,532 | 11.05% | Q1 2026 | Apr 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 119,334 | 5,253 | 1.18% | 1.07% | 32 | +11,737 | 10.91% | Q1 2026 | Apr 02, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 111,705 | 4,917 | 0.28% | 0.29% | 33 | -36 | -0.03% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 101,011 | 4,740 | 0.11% | 0.1% | 34 | +6,623 | 7.02% | Q1 2026 | May 04, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 103,926 | 4,664 | 1.06% | 0.89% | 35 | -32,954 | -24.08% | Q1 2026 | Apr 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 102,837 | 4,526 | 2.55% | 2.56% | 36 | -2,202 | -2.1% | Q1 2026 | May 14, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 99,734 | 4,390 | 1.25% | 1.22% | 37 | +8,762 | 9.63% | Q1 2026 | Apr 27, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 94,206 | 4,146 | 1.68% | 1.79% | 38 | +692 | 0.74% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 88,021 | 3,874 | 0.04% | 0.04% | 39 | +3,169 | 3.73% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 83,346 | 3,666 | 0.04% | 0.02% | 40 | +46,330 | 125.16% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 83,035 | 3,655 | 0.01% | 0.02% | 41 | -46,233 | -35.77% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 78,592 | 3,459 | 0.07% | 0.07% | 42 | +1,075 | 1.39% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 69,449 | 3,057 | 0.21% | 0.22% | 43 | -2,442 | -3.4% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 69,166 | 3,044 | 1.3% | 1.34% | 44 | +4,781 | 7.43% | Q1 2026 | May 07, 2026 |
| Networth Advisors, LLC | History | Added to | 68,573 | 3,018 | 2.13% | 2.1% | 45 | +3,069 | 4.69% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | New | 64,211 | 2,826 | 0.0% | — | 46 | +64,211 | New | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 63,788 | 2,807 | 1.52% | 1.5% | 47 | +3,706 | 6.17% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,472 | 2,794 | 0.01% | 0.01% | 48 | -7,940 | -11.12% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 60,530 | 2,664 | 0.15% | 0.15% | 49 | -727 | -1.19% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 56,837 | 2,501 | 1.04% | 1.41% | 50 | -21,922 | -27.83% | Q1 2026 | Apr 23, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 55,498 | 2,443 | 0.83% | 0.87% | 51 | -592 | -1.06% | Q1 2026 | May 08, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 53,546 | 2,357 | 1.09% | 0.85% | 52 | +15,277 | 39.92% | Q1 2026 | Apr 16, 2026 |
| marrick wealth, LLC | History | Added to | 52,739 | 2,321 | 1.95% | 1.81% | 53 | +2,053 | 4.05% | Q1 2026 | Apr 15, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 52,542 | 2,312 | 1.75% | 1.75% | 54 | +161 | 0.31% | Q1 2026 | Jun 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 49,634 | 2,184 | 0.17% | 0.18% | 55 | -1,570 | -3.07% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,372 | 2,085 | 0.0% | 0.0% | 56 | +2,248 | 4.98% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 44,300 | 1,950 | 0.01% | 0.01% | 57 | +4,181 | 10.42% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 43,852 | 1,894 | 0.0% | 0.0% | 58 | +42,486 | 3110.25% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 42,600 | 1,875 | 0.01% | 0.01% | 59 | -2,988 | -6.55% | Q1 2026 | May 15, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 41,801 | 1,840 | 1.6% | 1.61% | 60 | -647 | -1.52% | Q1 2026 | Apr 23, 2026 |
| B&D White Capital Company, LLC | History | Added to | 40,331 | 1,775 | 0.22% | 0.18% | 61 | +5,214 | 14.85% | Q1 2026 | May 13, 2026 |
| Life Planning Partners, Inc | History | Added to | 39,425 | 1,735 | 1.32% | 1.18% | 62 | +3,992 | 11.27% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,008 | 1,629 | 0.0% | 0.0% | 63 | +3,242 | 9.6% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 34,561 | 1,521 | 0.38% | 0.44% | 64 | -1,430 | -3.97% | Q1 2026 | Apr 28, 2026 |
| ENTREWEALTH, LLC | History | Added to | 33,651 | 1,481 | 0.66% | 0.67% | 65 | +721 | 2.19% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 33,455 | 1,472 | 0.17% | 0.16% | 66 | -1,675 | -4.77% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Added to | 32,899 | 1,448 | 0.02% | 0.02% | 67 | +1,636 | 5.23% | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | New | 32,111 | 1,413 | 0.1% | — | 68 | +32,111 | New | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 31,016 | 1,365 | 0.0% | — | 69 | +31,016 | New | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 28,189 | 1,351 | 0.02% | 0.02% | 70 | +27 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 30,342 | 1,335 | 0.19% | — | 71 | +30,342 | New | Q1 2026 | May 12, 2026 |
| Flagstone Financial Management | History | Added to | 28,812 | 1,268 | 0.31% | 0.31% | 72 | +725 | 2.58% | Q1 2026 | Apr 27, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 28,478 | 1,253 | 0.07% | 0.05% | 73 | +9,056 | 46.63% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 28,082 | 1,236 | 0.04% | 0.04% | 74 | +2,044 | 7.85% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 27,629 | 1,216 | 0.0% | 0.0% | 75 | +234 | 0.85% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Added to | 27,474 | 1,209 | 0.53% | 0.42% | 76 | +5,309 | 23.95% | Q1 2026 | May 05, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 27,112 | 1,193 | 0.27% | 0.25% | 77 | +1,065 | 4.09% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 26,993 | 1,188 | 0.18% | 0.2% | 78 | -2,345 | -7.99% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,960 | 1,186 | 0.0% | 0.0% | 79 | -269 | -0.99% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 24,991 | 1,100 | 0.04% | 0.04% | 80 | +1,015 | 4.23% | Q1 2026 | Apr 07, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 22,156 | 975 | 0.17% | 0.19% | 81 | +16 | 0.07% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 22,064 | 971 | 0.0% | 0.01% | 82 | -100 | -0.45% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,815 | 967 | 0.01% | 0.0% | 83 | +19,802 | 983.71% | Q1 2026 | Apr 07, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 21,389 | 941 | 0.37% | 0.43% | 84 | -2,908 | -11.97% | Q1 2026 | Apr 24, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 18,526 | 815 | 0.59% | 0.53% | 85 | +2,469 | 15.38% | Q1 2026 | Apr 13, 2026 |
| Sanchez Levi Garrett | History | New | 18,264 | 803 | 0.5% | — | 86 | +18,264 | New | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | Added to | 17,082 | 751 | 0.53% | 0.49% | 87 | +1,446 | 9.25% | Q1 2026 | Apr 23, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 16,419 | 722 | 0.4% | 0.48% | 88 | -4,321 | -20.83% | Q1 2026 | May 04, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 15,864 | 698 | 0.23% | 0.44% | 89 | -11,356 | -41.72% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,254 | 671 | 0.0% | 0.0% | 90 | +3,557 | 30.41% | Q1 2026 | May 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 15,144 | 666 | 0.53% | 0.49% | 91 | +831 | 5.81% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,082 | 663 | 0.0% | 0.0% | 92 | +109 | 0.73% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,799 | 651 | 0.04% | 0.04% | 93 | -926 | -5.89% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 14,590 | 642 | 0.0% | 0.0% | 94 | +848 | 6.17% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 14,497 | 638 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 14,259 | 627 | 0.05% | 0.06% | 96 | -2,169 | -13.2% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,002 | 572 | 0.0% | 0.0% | 97 | +6,793 | 109.41% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,571 | 553 | 0.0% | 0.0% | 98 | -774 | -5.8% | Q1 2026 | May 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 12,387 | 545 | 0.15% | 0.16% | 99 | -12,387 | -50.0% | Q1 2026 | Apr 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 12,220 | 537 | 0.15% | 0.15% | 100 | -163 | -1.32% | Q1 2026 | May 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 11,319 | 498 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 9,676 | 425 | 0.11% | 0.12% | 102 | -80 | -0.82% | Q1 2026 | Apr 20, 2026 |
| Ariadne Wealth Management, LP | History | No change | 9,433 | 415 | 0.19% | 0.18% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | New | 9,326 | 410 | 0.25% | — | 104 | +9,326 | New | Q1 2026 | Apr 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 9,191 | 400 | 0.17% | 0.17% | 105 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tortoise Investment Management, LLC | History | New | 8,410 | 370 | 0.03% | — | 106 | +8,410 | New | Q1 2026 | May 05, 2026 |
| BWM Planning, LLC | History | No change | 8,367 | 368 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 7,947 | 349 | 0.16% | 0.15% | 108 | +5 | 0.06% | Q1 2026 | May 12, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 7,581 | 333 | 0.14% | 0.12% | 109 | +379 | 5.26% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | New | 6,858 | 301 | 0.01% | — | 110 | +6,858 | New | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 6,499 | 286 | 0.01% | 0.01% | 111 | +264 | 4.23% | Q1 2026 | May 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 5,985 | 277 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 6,022 | 266 | 0.21% | 0.26% | 113 | -363 | -5.69% | Q1 2026 | Apr 02, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 6,021 | 265 | 0.2% | 0.2% | 114 | -59 | -0.97% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 5,903 | 259 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,879 | 258 | 0.01% | 0.01% | 116 | +4 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 5,740 | 252 | 0.03% | 0.03% | 117 | +13 | 0.23% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | New | 5,676 | 249 | 0.0% | — | 118 | +5,676 | New | Q1 2026 | Apr 15, 2026 |
| NWAM LLC | History | Added to | 5,452 | 240 | 0.01% | 0.01% | 119 | +67 | 1.24% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Reduced | 4,644 | 204 | 0.04% | 0.06% | 120 | -1,517 | -24.62% | Q1 2026 | Apr 20, 2026 |
| Torren Management, LLC | History | Added to | 4,509 | 198 | 0.1% | 0.09% | 121 | +323 | 7.72% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,729 | 74 | 0.0% | 0.0% | 122 | -143 | -7.64% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 1,387 | 61 | 0.0% | — | 123 | +1,387 | New | Q1 2026 | Apr 24, 2026 |
| RHL GROUP, LLC | History | Added to | 1,355 | 59 | 0.05% | 0.02% | 124 | +870 | 179.38% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,291 | 56 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 855 | 37 | 0.01% | 0.01% | 126 | -4 | -0.47% | Q1 2026 | Apr 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 830 | 36 | 0.0% | — | 127 | +830 | New | Q1 2026 | Apr 27, 2026 |
| Creative Capital Management Investments LLC | History | No change | 565 | 24 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 527 | 23 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 500 | 22 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 495 | 21 | 0.0% | — | 131 | +495 | New | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 432 | 19 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 320 | 14 | 0.0% | 0.04% | 133 | -1,771 | -84.7% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 320 | 14 | 0.0% | 0.0% | 134 | +1 | 0.31% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 290 | 12 | 0.0% | — | 136 | +290 | New | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 278 | 12 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 251 | 11 | 0.0% | — | 137 | +229 | 1040.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 244 | 10 | 0.0% | 0.0% | 138 | -1,014 | -80.6% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 216 | 9 | 0.0% | 0.0% | 139 | -235 | -52.11% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | No change | 208 | 9 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 122 | 5 | 0.0% | — | 142 | +122 | New | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 124 | 5 | 0.0% | 0.0% | 141 | -17 | -12.06% | Q1 2026 | May 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 146 | -27 | -40.91% | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 13 | 1 | 0.0% | 0.0% | 143 | -4 | -23.53% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 34 | 1 | 0.0% | 0.0% | 144 | +3 | 9.68% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109,769 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -61,803 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.14% | — | -36,647 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,338 | -100.0% | Q1 2026 | May 12, 2026 |
| Invariant Investment Management | History | Closed out | 0 | 0 | — | 0.21% | — | -7,472 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,571 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wheels Up Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -4,937 | -100.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -42 | -93.33% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |