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 | Reduced | 1,191,067 | 56,432 | 0.3% | 0.35% | 1 | -46,505 | -3.76% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,031,592 | 48,876 | 0.24% | 0.24% | 2 | +43,925 | 4.45% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 810,539 | 38,403 | 0.02% | 0.01% | 3 | +202,441 | 33.29% | Q2 2026 | Aug 12, 2026 |
| Financial Plan, Inc. | History | Added to | 797,049 | 37,763 | 3.58% | 3.36% | 4 | +84,724 | 11.89% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 619,231 | 29,488 | 0.94% | 0.97% | 5 | +21,648 | 3.62% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 578,807 | 27,423 | 0.01% | 0.0% | 6 | +277,508 | 92.1% | Q2 2026 | Aug 07, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 455,253 | 21,569 | 2.13% | 2.1% | 7 | +31,011 | 7.31% | Q2 2026 | Jul 08, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 384,164 | 18,201 | 4.8% | 4.64% | 8 | +10,520 | 2.82% | Q2 2026 | Jul 09, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 373,415 | 17,692 | 3.06% | 2.96% | 9 | +35,582 | 10.53% | Q2 2026 | Jul 27, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 365,402 | 17,312 | 1.77% | 1.89% | 10 | -24,001 | -6.16% | Q2 2026 | Aug 12, 2026 |
| BetterWealth, LLC | History | Added to | 347,592 | 16,468 | 2.91% | 2.93% | 11 | +8,310 | 2.45% | Q2 2026 | Jul 21, 2026 |
| Prairiewood Capital, LLC | History | Added to | 318,858 | 15,107 | 3.92% | 3.93% | 12 | +10,295 | 3.34% | Q2 2026 | Jul 28, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 311,435 | 14,755 | 0.72% | 0.75% | 13 | -5,070 | -1.6% | Q2 2026 | Aug 14, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 289,183 | 13,701 | 3.39% | 3.38% | 14 | +15,772 | 5.77% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 285,497 | 13,526 | 1.56% | 1.64% | 15 | -1,143 | -0.4% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 283,674 | 13,440 | 5.1% | 5.27% | 16 | -5,350 | -1.85% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 275,963 | 13,075 | 0.0% | 0.0% | 17 | +26,947 | 10.82% | Q2 2026 | Aug 03, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 264,621 | 12,537 | 2.23% | 2.09% | 18 | +38,751 | 17.16% | Q2 2026 | Aug 06, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 264,363 | 12,525 | 1.92% | 1.93% | 19 | +20,791 | 8.54% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Reduced | 248,305 | 11,764 | 0.01% | 0.01% | 20 | -31,222 | -11.17% | Q2 2026 | Aug 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 217,767 | 10,317 | 2.86% | 2.87% | 21 | +10,412 | 5.02% | Q2 2026 | Jul 29, 2026 |
| WorthPointe, LLC | History | Added to | 197,395 | 9,352 | 2.35% | 2.33% | 22 | +2,215 | 1.13% | Q2 2026 | Jul 31, 2026 |
| Level Financial Advisors | History | Reduced | 173,162 | 8,204 | 1.83% | 1.95% | 23 | -83 | -0.05% | Q2 2026 | Jul 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 173,097 | 8,201 | 3.15% | 3.14% | 24 | +13,835 | 8.69% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | Reduced | 156,367 | 7,408 | 0.01% | 0.01% | 25 | -14,113 | -8.28% | Q2 2026 | Aug 27, 2026 |
| Vestment Financial LLC | History | Reduced | 151,508 | 7,220 | 3.24% | 3.5% | 26 | -3,303 | -2.13% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 144,563 | 6,849 | 0.04% | 0.04% | 27 | +18,601 | 14.77% | Q2 2026 | Jul 20, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 144,001 | 6,822 | 4.81% | 4.77% | 28 | +8,553 | 6.31% | Q2 2026 | Aug 10, 2026 |
| LAM GROUP, INC. | History | Added to | 134,940 | 6,393 | 3.17% | 3.2% | 29 | +2,605 | 1.97% | Q2 2026 | Jul 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 131,354 | 6,223 | 0.31% | 0.34% | 30 | -633 | -0.48% | Q2 2026 | Jul 23, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 126,364 | 5,987 | 1.22% | 1.18% | 31 | +7,030 | 5.89% | Q2 2026 | Jul 02, 2026 |
| Simplicity Wealth,LLC | History | Added to | 116,749 | 5,531 | 0.19% | 0.28% | 32 | +5,044 | 4.52% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | Added to | 115,904 | 5,491 | 0.02% | 0.0% | 33 | +93,840 | 425.31% | Q2 2026 | Aug 10, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 110,303 | 5,226 | 1.34% | 1.25% | 34 | +10,569 | 10.6% | Q2 2026 | Aug 06, 2026 |
| Austin Wealth Management, LLC | History | Added to | 106,113 | 5,192 | 1.1% | 1.06% | 35 | +2,187 | 2.1% | Q2 2026 | Jul 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 103,431 | 5,019 | 0.1% | 0.11% | 36 | +2,420 | 2.4% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Added to | 104,773 | 4,964 | 0.01% | 0.0% | 37 | +40,562 | 63.17% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 97,930 | 4,639 | 1.69% | 1.68% | 38 | +3,724 | 3.95% | Q2 2026 | Jul 20, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 102,837 | 4,526 | 2.55% | 2.55% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 89,648 | 4,247 | 0.04% | 0.04% | 40 | +1,627 | 1.85% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 84,291 | 3,993 | 0.08% | 0.07% | 41 | +5,699 | 7.25% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 83,714 | 3,966 | 0.03% | 0.04% | 42 | +368 | 0.44% | Q2 2026 | Aug 06, 2026 |
| Networth Advisors, LLC | History | Added to | 79,140 | 3,749 | 2.18% | 2.13% | 43 | +10,567 | 15.41% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 78,615 | 3,724 | 0.01% | 0.01% | 44 | +15,143 | 23.86% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 83,035 | 3,655 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 69,350 | 3,285 | 1.21% | 1.3% | 46 | +184 | 0.27% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 68,393 | 3,240 | 0.2% | 0.21% | 47 | -1,056 | -1.52% | Q2 2026 | Jul 08, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 62,091 | 2,941 | 1.15% | 1.09% | 48 | +8,545 | 15.96% | Q2 2026 | Jul 08, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 61,378 | 2,908 | 1.39% | 1.52% | 49 | -2,410 | -3.78% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 58,561 | 2,774 | 0.14% | 0.15% | 50 | -1,969 | -3.25% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Added to | 56,224 | 2,663 | 0.01% | 0.01% | 51 | +11,924 | 26.92% | Q2 2026 | Aug 03, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 55,498 | 2,629 | 0.78% | 0.83% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 54,616 | 2,587 | 0.97% | 1.04% | 53 | -2,221 | -3.91% | Q2 2026 | Jul 23, 2026 |
| marrick wealth, LLC | History | Added to | 53,531 | 2,536 | 1.8% | 1.95% | 54 | +792 | 1.5% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 49,376 | 2,339 | 0.0% | 0.0% | 55 | +2,004 | 4.23% | Q2 2026 | Jul 29, 2026 |
| Haven Private, LLC | History | Added to | 48,491 | 2,297 | 0.87% | 0.53% | 56 | +21,017 | 76.5% | Q2 2026 | Jul 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 46,091 | 2,183 | 0.17% | 0.17% | 57 | -3,543 | -7.14% | Q2 2026 | Aug 14, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 44,247 | 2,096 | 1.76% | 1.75% | 58 | -8,295 | -15.79% | Q2 2026 | Jul 21, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 42,669 | 2,021 | 1.5% | 1.6% | 59 | +868 | 2.08% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 42,019 | 1,990 | 0.01% | 0.01% | 60 | -581 | -1.36% | Q2 2026 | Aug 18, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 41,993 | 1,989 | 0.03% | — | 61 | +41,993 | New | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,210 | 1,936 | 0.0% | 0.0% | 62 | -3,642 | -8.31% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,615 | 1,924 | 0.0% | 0.0% | 63 | +3,607 | 9.75% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 38,149 | 1,846 | 0.68% | 0.66% | 64 | +4,498 | 13.37% | Q2 2026 | Aug 13, 2026 |
| Life Planning Partners, Inc | History | Reduced | 38,336 | 1,816 | 1.35% | 1.32% | 65 | -1,089 | -2.76% | Q2 2026 | Jul 21, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 34,924 | 1,654 | 0.1% | 0.1% | 66 | +2,813 | 8.76% | Q2 2026 | Jul 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 34,818 | 1,649 | 0.37% | 0.38% | 67 | +257 | 0.74% | Q2 2026 | Aug 03, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 33,719 | 1,597 | 0.19% | 0.19% | 68 | +3,377 | 11.13% | Q2 2026 | Jul 27, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 32,677 | 1,548 | 0.17% | 0.17% | 69 | -778 | -2.33% | Q2 2026 | Aug 04, 2026 |
| Forum Financial Management, LP | History | Reduced | 31,009 | 1,469 | 0.02% | 0.02% | 70 | -1,890 | -5.74% | Q2 2026 | Jul 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 29,797 | 1,411 | 0.04% | 0.04% | 71 | +1,715 | 6.11% | Q2 2026 | Jul 30, 2026 |
| Apella Capital, LLC | History | Added to | 29,266 | 1,411 | 0.02% | 0.02% | 72 | +1,077 | 3.82% | Q2 2026 | Jul 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 29,671 | 1,405 | 0.04% | 0.04% | 73 | +4,680 | 18.73% | Q2 2026 | Jul 06, 2026 |
| Flagstone Financial Management | History | Added to | 29,006 | 1,374 | 0.31% | 0.31% | 74 | +194 | 0.67% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | Added to | 28,080 | 1,330 | 0.0% | 0.0% | 75 | +451 | 1.63% | Q2 2026 | Aug 13, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 27,688 | 1,311 | 0.52% | 0.27% | 76 | +576 | 2.12% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,059 | 1,282 | 0.0% | 0.0% | 77 | +99 | 0.37% | Q2 2026 | Aug 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25,252 | 1,196 | 0.01% | 0.01% | 78 | +3,437 | 15.76% | Q2 2026 | Jul 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 25,174 | 1,192 | 0.16% | 0.18% | 79 | -1,819 | -6.74% | Q2 2026 | Aug 04, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 24,615 | 1,166 | 0.05% | 0.07% | 80 | -3,863 | -13.56% | Q2 2026 | Jul 29, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 24,079 | 1,140 | 0.11% | 0.22% | 81 | -16,252 | -40.3% | Q2 2026 | Jul 31, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 22,272 | 1,055 | 0.17% | 0.17% | 82 | +116 | 0.52% | Q2 2026 | Aug 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 21,408 | 1,014 | 0.36% | 0.37% | 83 | +19 | 0.09% | Q2 2026 | Jul 23, 2026 |
| Sanchez Levi Garrett | History | Added to | 18,849 | 893 | 0.48% | 0.5% | 84 | +585 | 3.2% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 18,660 | 884 | 0.55% | 0.59% | 85 | +134 | 0.72% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,392 | 871 | 0.0% | 0.0% | 86 | +5,821 | 46.3% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | New | 18,148 | 859 | 0.0% | — | 87 | +18,148 | New | Q2 2026 | Aug 12, 2026 |
| SeedSafe Financial LLC | History | No change | 17,944 | 850 | 0.61% | 0.65% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 17,620 | 834 | 0.52% | 0.53% | 89 | +538 | 3.15% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | New | 17,462 | 827 | 0.02% | — | 90 | +17,462 | New | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | Added to | 16,794 | 795 | 0.4% | 0.1% | 91 | +12,285 | 272.46% | Q2 2026 | Jul 10, 2026 |
| MB Generational Wealth, LLC | History | No change | 16,419 | 777 | 0.38% | 0.4% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,597 | 739 | 0.0% | 0.0% | 93 | +343 | 2.25% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | New | 15,370 | 728 | 0.0% | — | 94 | +15,370 | New | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,309 | 725 | 0.04% | 0.04% | 95 | +510 | 3.45% | Q2 2026 | Jul 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 15,144 | 717 | 0.53% | 0.53% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 15,130 | 716 | 0.0% | 0.0% | 97 | +48 | 0.32% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 14,543 | 689 | 0.0% | 0.0% | 98 | +46 | 0.32% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 14,063 | 666 | 0.16% | 0.15% | 99 | +1,843 | 15.08% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | New | 13,620 | 645 | 0.01% | — | 101 | +13,620 | New | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,618 | 645 | 0.0% | 0.0% | 100 | +616 | 4.74% | Q2 2026 | Jul 28, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 13,609 | 644 | 0.18% | 0.23% | 102 | -2,255 | -14.21% | Q2 2026 | Aug 07, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 12,912 | 611 | 0.04% | 0.05% | 103 | -1,347 | -9.45% | Q2 2026 | Aug 04, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 11,555 | 547 | 0.09% | 0.1% | 104 | +236 | 2.08% | Q2 2026 | Jul 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 9,803 | 464 | 0.11% | 0.11% | 105 | +127 | 1.31% | Q2 2026 | Jul 21, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 9,437 | 447 | 0.2% | 0.19% | 106 | +4 | 0.04% | Q2 2026 | Aug 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 9,250 | 438 | 0.23% | 0.25% | 107 | -76 | -0.81% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | New | 8,415 | 398 | 0.0% | — | 108 | +8,415 | New | Q2 2026 | Aug 14, 2026 |
| BWM Planning, LLC | History | No change | 8,367 | 396 | 0.09% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,008 | 379 | 0.0% | — | 111 | +8,008 | New | Q2 2026 | Aug 14, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 8,010 | 379 | 0.14% | 0.14% | 110 | +429 | 5.66% | Q2 2026 | Jul 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 7,925 | 375 | 0.09% | 0.15% | 112 | -4,462 | -36.02% | Q2 2026 | Jul 09, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 7,887 | 373 | 0.15% | 0.16% | 113 | -60 | -0.76% | Q2 2026 | Jul 31, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,410 | 303 | 0.02% | 0.03% | 114 | -2,000 | -23.78% | Q2 2026 | Aug 07, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 6,046 | 286 | 0.21% | 0.21% | 115 | +24 | 0.4% | Q2 2026 | Jul 09, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 5,985 | 283 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 5,947 | 281 | 0.19% | 0.2% | 117 | -74 | -1.23% | Q2 2026 | Jul 16, 2026 |
| Evanson Financial, LLC | History | New | 5,912 | 280 | 0.01% | — | 119 | +5,912 | New | Q2 2026 | Jul 07, 2026 |
| CURIO WEALTH, LLC | History | Added to | 5,924 | 280 | 0.09% | 0.09% | 118 | +21 | 0.36% | Q2 2026 | Aug 07, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 5,670 | 268 | 0.03% | 0.03% | 120 | -70 | -1.22% | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | Added to | 5,465 | 258 | 0.01% | 0.01% | 122 | +13 | 0.24% | Q2 2026 | Jul 23, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,879 | 258 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 5,389 | 255 | 0.02% | — | 123 | +5,389 | New | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 5,156 | 244 | 0.0% | — | 125 | +5,156 | New | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,152 | 244 | 0.0% | — | 124 | +5,152 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,490 | 212 | 0.0% | 0.0% | 126 | -26,526 | -85.52% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,479 | 212 | 0.0% | 0.0% | 127 | -1,197 | -21.09% | Q2 2026 | Jul 20, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 4,409 | 208 | 0.17% | — | 128 | +4,409 | New | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,941 | 142 | 0.0% | 0.0% | 129 | +1,212 | 70.1% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,210 | 104 | 0.04% | 0.0% | 130 | +1,890 | 590.63% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,884 | 89 | 0.0% | 0.0% | 131 | +1,668 | 772.22% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,825 | 86 | 0.0% | — | 132 | +1,825 | New | Q2 2026 | Aug 14, 2026 |
| RHL GROUP, LLC | History | Added to | 1,726 | 81 | 0.07% | 0.05% | 133 | +371 | 27.38% | Q2 2026 | Aug 03, 2026 |
| Quarry LP | History | New | 1,437 | 68 | 0.01% | — | 134 | +1,437 | New | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 944 | 44 | 0.01% | 0.0% | 135 | +417 | 79.13% | Q2 2026 | Sep 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 812 | 38 | 0.01% | 0.01% | 136 | -43 | -5.03% | Q2 2026 | Jul 29, 2026 |
| Creative Capital Management Investments LLC | History | No change | 565 | 26 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 500 | 23 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 432 | 20 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 322 | 15 | 0.0% | 0.0% | 140 | +2 | 0.63% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | Added to | 293 | 13 | 0.0% | 0.0% | 142 | +3 | 1.03% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 278 | 13 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | Added to | 245 | 11 | 0.0% | 0.0% | 144 | +1 | 0.41% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 251 | 11 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | No change | 208 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 180 | 8 | 0.0% | — | 146 | +180 | New | Q2 2026 | Jul 10, 2026 |
| True Wealth Design, LLC | History | New | 165 | 7 | 0.0% | — | 147 | +165 | New | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | New | 115 | 5 | 0.0% | — | 150 | +115 | New | Q2 2026 | Jul 28, 2026 |
| UMB Bank, n.a. | History | New | 114 | 5 | 0.0% | — | 149 | +114 | New | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 122 | 5 | 0.0% | 0.0% | 148 | -2 | -1.61% | Q2 2026 | Jul 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 52 | 2 | 0.0% | — | 151 | +52 | New | Q2 2026 | Jul 24, 2026 |
| Tidemark, LLC | History | New | 22 | 1 | 0.0% | — | 155 | +22 | New | Q2 2026 | Aug 10, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 154 | -8 | -20.51% | Q2 2026 | Aug 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 13 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,590 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,858 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,499 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -4,644 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,387 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,291 | -100.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -830 | -100.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -495 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 19 | 0 | — | 0.0% | — | -15 | -44.12% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |