AMERICAN CENTURY ETF TRUST - AVRE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Plan, Inc. | History | New | 600,852 | 26,155 | 3.0% | — | 1 | +600,852 | New | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 470,145 | 20,465 | 0.01% | 0.01% | 2 | +97,546 | 26.18% | Q4 2025 | Feb 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 442,417 | 19,258 | 2.29% | 4.02% | 3 | -299,042 | -40.33% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 409,559 | 17,828 | 2.0% | 2.09% | 4 | +24,568 | 6.38% | Q4 2025 | Jan 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 388,797 | 17,126 | 1.15% | 1.64% | 5 | -89,828 | -18.77% | Q4 2025 | Feb 13, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 384,059 | 16,718 | 4.53% | 4.09% | 6 | +25,782 | 7.2% | Q4 2025 | Jan 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 367,012 | 15,976 | 0.09% | 0.06% | 7 | +129,258 | 54.37% | Q4 2025 | Feb 03, 2026 |
| BetterWealth, LLC | History | Added to | 331,488 | 14,429 | 3.29% | 3.35% | 8 | +14,839 | 4.69% | Q4 2025 | Jan 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 317,407 | 13,816 | 0.74% | 0.73% | 9 | +13,086 | 4.3% | Q4 2025 | Feb 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 309,501 | 13,472 | 2.83% | 2.91% | 10 | +24,714 | 8.68% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 292,005 | 12,710 | 5.39% | 5.75% | 11 | -4,179 | -1.41% | Q4 2025 | Jan 12, 2026 |
| Prairiewood Capital, LLC | History | Added to | 285,537 | 12,429 | 3.86% | 3.78% | 12 | +28,907 | 11.26% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Reduced | 279,529 | 12,167 | 0.01% | 0.02% | 13 | -52,596 | -15.84% | Q4 2025 | Feb 13, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 265,645 | 11,563 | 3.3% | 3.12% | 14 | +28,877 | 12.2% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 257,798 | 11,221 | 0.0% | 0.0% | 15 | +39,895 | 18.31% | Q4 2025 | Feb 11, 2026 |
| Three Arch Wealth Management LLC | History | New | 233,487 | 10,163 | 1.9% | — | 16 | +233,487 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 230,473 | 10,032 | 0.0% | 0.0% | 17 | +20,173 | 9.59% | Q4 2025 | Feb 10, 2026 |
| WorthPointe, LLC | History | Reduced | 228,326 | 9,939 | 2.61% | 3.91% | 18 | -5,996 | -2.56% | Q4 2025 | Jan 26, 2026 |
| Equita Financial Network, Inc. | History | Added to | 208,603 | 9,080 | 2.74% | 2.83% | 19 | +20,318 | 10.79% | Q4 2025 | Jan 29, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 193,932 | 8,441 | 1.92% | 1.69% | 20 | +42,453 | 28.03% | Q4 2025 | Jan 21, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 190,247 | 8,281 | 1.33% | 1.32% | 21 | +5,552 | 3.01% | Q4 2025 | Feb 09, 2026 |
| Level Financial Advisors | History | Added to | 173,215 | 7,540 | 1.99% | 2.06% | 22 | +9,143 | 5.57% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 170,079 | 7,403 | 0.01% | 0.01% | 23 | +8,130 | 5.02% | Q4 2025 | Mar 09, 2026 |
| Vestment Financial LLC | History | Added to | 152,563 | 6,711 | 3.48% | 3.51% | 24 | +14,057 | 10.15% | Q4 2025 | Jan 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 144,465 | 6,288 | 2.92% | 2.96% | 25 | +14,714 | 11.34% | Q4 2025 | Jan 26, 2026 |
| Austin Wealth Management, LLC | History | Added to | 136,880 | 6,021 | 0.89% | 0.92% | 26 | +6,725 | 5.17% | Q4 2025 | Jan 26, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 136,657 | 5,948 | 0.35% | 0.27% | 27 | -2,650 | -1.9% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 129,268 | 5,627 | 0.02% | 0.02% | 28 | -53,010 | -29.08% | Q4 2025 | Jan 26, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 119,282 | 5,192 | 4.31% | 3.86% | 29 | +19,389 | 19.41% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 113,430 | 4,938 | 0.04% | 0.04% | 30 | +12,356 | 12.22% | Q4 2025 | Jan 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 111,741 | 4,864 | 0.29% | 0.27% | 31 | +6,257 | 5.93% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 109,769 | 4,778 | 0.0% | 0.0% | 32 | -20,298 | -15.61% | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 107,597 | 4,683 | 1.07% | 1.1% | 33 | +4,278 | 4.14% | Q4 2025 | Jan 06, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 105,039 | 4,572 | 2.56% | 2.63% | 34 | +1,812 | 1.76% | Q4 2025 | Feb 13, 2026 |
| LAM GROUP, INC. | History | Added to | 103,370 | 4,499 | 2.57% | 2.78% | 35 | +2,560 | 2.54% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 94,388 | 4,192 | 0.1% | 0.11% | 36 | -711 | -0.75% | Q4 2025 | Jan 28, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 93,514 | 4,070 | 1.79% | 1.82% | 37 | +5,137 | 5.81% | Q4 2025 | Jan 30, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 90,972 | 3,960 | 1.22% | 1.13% | 38 | +15,613 | 20.72% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 84,852 | 3,693 | 0.04% | 0.04% | 39 | -3,751 | -4.23% | Q4 2025 | Feb 13, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 78,759 | 3,428 | 1.41% | 1.23% | 40 | -4,199 | -5.06% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 77,517 | 3,374 | 0.07% | 0.07% | 41 | +3,872 | 5.26% | Q4 2025 | Jan 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 71,891 | 3,129 | 0.22% | 0.23% | 42 | -2,106 | -2.85% | Q4 2025 | Feb 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 71,412 | 3,108 | 0.01% | 0.01% | 43 | +9,330 | 15.03% | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 65,504 | 2,851 | 2.1% | — | 44 | +65,504 | New | Q4 2025 | Jan 22, 2026 |
| Burk Holdings LLC | History | Added to | 64,385 | 2,802 | 1.34% | 1.49% | 45 | +1,644 | 2.62% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 61,803 | 2,690 | 0.05% | 0.02% | 46 | +37,498 | 154.28% | Q4 2025 | Feb 19, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 61,257 | 2,666 | 0.15% | 0.27% | 47 | -263 | -0.43% | Q4 2025 | Jan 29, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 60,082 | 2,615 | 1.5% | 1.47% | 48 | +5,555 | 10.19% | Q4 2025 | Feb 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 56,090 | 2,441 | 0.87% | 0.97% | 49 | -6,126 | -9.85% | Q4 2025 | Jan 16, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 52,381 | 2,280 | 1.75% | 2.0% | 50 | -1,037 | -1.94% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 51,204 | 2,228 | 0.18% | 0.18% | 51 | -214 | -0.42% | Q4 2025 | Feb 17, 2026 |
| marrick wealth, LLC | History | New | 50,686 | 2,206 | 1.81% | — | 52 | +50,686 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 45,588 | 1,984 | 0.01% | 0.02% | 53 | -534 | -1.16% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 45,124 | 1,964 | 0.0% | 0.0% | 54 | +2,388 | 5.59% | Q4 2025 | Feb 12, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 42,448 | 1,847 | 1.61% | 1.64% | 55 | -598 | -1.39% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 40,119 | 1,746 | 0.01% | 0.01% | 56 | +11,663 | 40.99% | Q4 2025 | Jan 26, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 38,269 | 1,665 | 0.85% | 0.89% | 57 | +2,569 | 7.2% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 37,016 | 1,611 | 0.02% | 0.32% | 58 | -597,632 | -94.17% | Q4 2025 | Feb 11, 2026 |
| SOL Capital Management CO | History | Reduced | 36,647 | 1,595 | 0.14% | 0.16% | 59 | -3,745 | -9.27% | Q4 2025 | Jan 30, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 35,991 | 1,566 | 0.44% | 0.44% | 60 | +2,236 | 6.62% | Q4 2025 | Feb 05, 2026 |
| Life Planning Partners, Inc | History | Added to | 35,433 | 1,542 | 1.18% | 1.03% | 61 | +3,793 | 11.99% | Q4 2025 | Jan 16, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 35,130 | 1,529 | 0.16% | 0.16% | 62 | -484 | -1.36% | Q4 2025 | Jan 26, 2026 |
| B&D White Capital Company, LLC | History | Added to | 35,117 | 1,528 | 0.18% | 0.09% | 63 | +18,543 | 111.88% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 32,930 | 1,497 | 0.67% | 0.66% | 64 | +3,911 | 13.48% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,766 | 1,469 | 0.0% | 0.0% | 65 | +331 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 31,263 | 1,360 | 0.02% | 0.02% | 66 | -4,657 | -12.96% | Q4 2025 | Jan 27, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 29,338 | 1,277 | 0.2% | 0.21% | 67 | +622 | 2.17% | Q4 2025 | Jan 21, 2026 |
| Apella Capital, LLC | History | Added to | 28,162 | 1,225 | 0.02% | 0.03% | 68 | +525 | 1.9% | Q4 2025 | Jan 21, 2026 |
| Flagstone Financial Management | History | Added to | 28,087 | 1,222 | 0.31% | 0.31% | 69 | +1,450 | 5.44% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 27,395 | 1,192 | 0.0% | 0.0% | 70 | -96 | -0.35% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 27,229 | 1,185 | 0.0% | 0.0% | 71 | -6,701 | -19.75% | Q4 2025 | Feb 18, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 27,220 | 1,184 | 0.44% | 0.7% | 72 | -11,363 | -29.45% | Q4 2025 | Feb 09, 2026 |
| Empire Financial Management Company, LLC | History | New | 26,047 | 1,133 | 0.25% | — | 74 | +26,047 | New | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,038 | 1,133 | 0.04% | 0.04% | 73 | +2,496 | 10.6% | Q4 2025 | Feb 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 24,774 | 1,086 | 0.16% | 0.21% | 75 | +10,102 | 68.85% | Q4 2025 | Jan 07, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 24,297 | 1,057 | 0.43% | 0.45% | 76 | +603 | 2.54% | Q4 2025 | Jan 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 23,976 | 1,043 | 0.04% | 0.03% | 77 | +5,108 | 27.07% | Q4 2025 | Jan 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,338 | 1,015 | 0.0% | 0.0% | 78 | -54,854 | -70.15% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 22,164 | 964 | 0.01% | 0.01% | 79 | +1,277 | 6.11% | Q4 2025 | Feb 10, 2026 |
| Haven Private, LLC | History | Added to | 22,165 | 964 | 0.42% | 0.42% | 80 | +899 | 4.23% | Q4 2025 | Feb 12, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 22,140 | 963 | 0.19% | 0.19% | 81 | +240 | 1.1% | Q4 2025 | Feb 13, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 20,740 | 902 | 0.48% | 0.59% | 82 | -68 | -0.33% | Q4 2025 | Feb 10, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 19,422 | 845 | 0.05% | 0.05% | 83 | +4 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 16,428 | 715 | 0.06% | 0.08% | 84 | -3,050 | -15.66% | Q4 2025 | Feb 09, 2026 |
| Cogent Private Wealth, Inc. | History | New | 16,057 | 698 | 0.53% | — | 85 | +16,057 | New | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,725 | 684 | 0.04% | 0.04% | 86 | +2,773 | 21.41% | Q4 2025 | Jan 23, 2026 |
| Avant Financial Advisors LLC | History | Added to | 15,636 | 680 | 0.49% | 0.5% | 87 | +592 | 3.94% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,973 | 651 | 0.0% | 0.0% | 88 | +403 | 2.77% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,497 | 631 | 0.0% | 0.0% | 89 | -1,590 | -9.88% | Q4 2025 | Feb 12, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 14,313 | 623 | 0.49% | 0.54% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 13,742 | 598 | 0.0% | 0.0% | 91 | +239 | 1.77% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,345 | 580 | 0.0% | 0.0% | 92 | -12,048 | -47.45% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 12,383 | 539 | 0.15% | 0.16% | 93 | +1,048 | 9.25% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,697 | 509 | 0.0% | 0.0% | 94 | +1,769 | 17.82% | Q4 2025 | Feb 17, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 11,319 | 492 | 0.1% | 0.11% | 95 | +529 | 4.9% | Q4 2025 | Jan 09, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 9,433 | 440 | 0.18% | 0.16% | 96 | +1,101 | 13.21% | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 9,756 | 424 | 0.12% | 0.13% | 97 | -49 | -0.5% | Q4 2025 | Jan 28, 2026 |
| Edge Financial Advisors LLC | History | New | 9,191 | 400 | 0.17% | — | 98 | +9,191 | New | Q4 2025 | Jan 28, 2026 |
| BWM Planning, LLC | History | No change | 8,367 | 364 | 0.1% | 0.11% | 99 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 7,942 | 345 | 0.15% | 0.14% | 100 | +278 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Invariant Investment Management | History | New | 7,472 | 328 | 0.21% | — | 101 | +7,472 | New | Q4 2025 | Jan 26, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 7,202 | 313 | 0.12% | 0.11% | 102 | +1,402 | 24.17% | Q4 2025 | Jan 22, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 6,571 | 286 | 0.2% | 0.36% | 103 | -4,381 | -40.0% | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 6,385 | 277 | 0.26% | — | 104 | +6,385 | New | Q4 2025 | Jan 30, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 6,235 | 271 | 0.01% | 0.01% | 105 | +1,038 | 19.97% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,209 | 270 | 0.0% | — | 106 | +6,209 | New | Q4 2025 | Feb 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 6,161 | 268 | 0.06% | 0.07% | 107 | +146 | 2.43% | Q4 2025 | Feb 09, 2026 |
| Global Trust Wealth Management LLC | History | New | 6,080 | 264 | 0.2% | — | 108 | +6,080 | New | Q4 2025 | Jan 28, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 5,985 | 262 | 0.02% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CURIO WEALTH, LLC | History | Added to | 5,903 | 258 | 0.09% | 0.1% | 110 | +353 | 6.36% | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,875 | 255 | 0.01% | 0.01% | 111 | +50 | 0.86% | Q4 2025 | Jan 12, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 5,727 | 249 | 0.03% | 0.03% | 112 | +68 | 1.2% | Q4 2025 | Jan 16, 2026 |
| NWAM LLC | History | Added to | 5,385 | 234 | 0.01% | 0.01% | 113 | +382 | 7.64% | Q4 2025 | Feb 04, 2026 |
| Wheels Up Wealth, Inc. | History | New | 4,937 | 214 | 0.2% | — | 114 | +4,937 | New | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 4,186 | 182 | 0.09% | — | 115 | +4,186 | New | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,091 | 91 | 0.04% | — | 116 | +2,091 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,013 | 87 | 0.0% | 0.0% | 117 | +1,776 | 749.37% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,872 | 81 | 0.0% | 0.0% | 118 | +29 | 1.57% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,366 | 59 | 0.0% | 0.0% | 119 | +895 | 190.02% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 1,291 | 56 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Added to | 1,258 | 54 | 0.0% | 0.0% | 121 | +602 | 91.77% | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 859 | 37 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Creative Capital Management Investments LLC | History | No change | 565 | 24 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 527 | 22 | 0.0% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 491 | 21 | 0.0% | — | 125 | +491 | New | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 485 | 21 | 0.02% | — | 127 | +485 | New | Q4 2025 | Feb 09, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 500 | 21 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 451 | 19 | 0.0% | 0.0% | 128 | +179 | 65.81% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 432 | 18 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 362 | 16 | 0.0% | — | 130 | +362 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 319 | 13 | 0.0% | — | 131 | +319 | New | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 278 | 12 | 0.01% | 0.0% | 132 | +226 | 434.62% | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | No change | 208 | 9 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 141 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 135 | -140 | -74.47% | Q4 2025 | Feb 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 66 | 2 | 0.0% | 0.0% | 136 | -3 | -4.35% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 45 | 1 | 0.0% | 0.0% | 138 | -4 | -8.16% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 17 | 1 | 0.0% | 0.0% | 137 | +1 | 6.25% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.17% | — | -23,685 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cypress Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,240 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,825 | -100.0% | Q3 2025 | Nov 13, 2025 |
| W.H. Cornerstone Investments Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,518 | -100.0% | Q3 2025 | Nov 05, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,039 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -480 | -100.0% | Q3 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 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% | Q4 2025 | Jan 21, 2026 |