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 | No change | 1,191,067 | 56,432 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,031,592 | 48,876 | 0.24% | 0.24% | 2 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 810,539 | 38,403 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Plan, Inc. | History | No change | 797,049 | 37,763 | 3.58% | 3.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 619,231 | 29,488 | 0.94% | 0.94% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 578,807 | 27,423 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 498,980 | 22,129 | 2.13% | 2.13% | 7 | +43,727 | 9.6% | Q3 2026 | Nov 03, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 396,972 | 17,605 | 4.7% | 4.8% | 8 | +12,808 | 3.33% | Q3 2026 | Oct 16, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 391,743 | 17,373 | 2.82% | 3.06% | 9 | +18,328 | 4.91% | Q3 2026 | Nov 02, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 365,402 | 17,312 | 1.77% | 1.77% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BetterWealth, LLC | History | Added to | 354,130 | 15,705 | 2.66% | 2.91% | 11 | +6,538 | 1.88% | Q3 2026 | Oct 15, 2026 |
| Prairiewood Capital, LLC | History | Added to | 342,425 | 15,186 | 3.84% | 3.92% | 12 | +23,567 | 7.39% | Q3 2026 | Oct 16, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 311,435 | 14,755 | 0.72% | 0.72% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 289,183 | 13,701 | 3.39% | 3.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 275,963 | 13,075 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LexAurum Advisors, LLC | History | Added to | 293,287 | 13,007 | 1.46% | 1.56% | 16 | +7,790 | 2.73% | Q3 2026 | Oct 19, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 278,354 | 12,344 | 1.97% | 1.92% | 17 | +13,991 | 5.29% | Q3 2026 | Oct 20, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 266,862 | 11,835 | 4.66% | 5.1% | 18 | -16,812 | -5.93% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Wealth | History | No change | 248,305 | 11,764 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 223,843 | 9,927 | 2.81% | 2.86% | 20 | +6,076 | 2.79% | Q3 2026 | Oct 19, 2026 |
| WorthPointe, LLC | History | No change | 197,395 | 9,352 | 2.35% | 2.35% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 183,188 | 8,124 | 3.02% | 3.15% | 22 | +10,091 | 5.83% | Q3 2026 | Nov 04, 2026 |
| Level Financial Advisors | History | Added to | 175,139 | 7,767 | 1.72% | 1.83% | 23 | +1,977 | 1.14% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 156,367 | 7,408 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 159,124 | 7,057 | 0.04% | 0.04% | 25 | +14,561 | 10.07% | Q3 2026 | Oct 26, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 144,001 | 6,822 | 4.81% | 4.81% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 153,130 | 6,791 | 1.41% | 2.23% | 27 | -111,491 | -42.13% | Q3 2026 | Oct 23, 2026 |
| Vestment Financial LLC | History | Added to | 152,574 | 6,675 | 2.98% | 3.24% | 28 | +1,066 | 0.7% | Q3 2026 | Oct 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | New | 143,522 | 6,365 | 1.32% | — | 29 | +143,522 | New | Q3 2026 | Oct 20, 2026 |
| LAM GROUP, INC. | History | Added to | 141,500 | 6,275 | 3.16% | 3.17% | 30 | +6,560 | 4.86% | Q3 2026 | Oct 26, 2026 |
| Strategic Blueprint, LLC | History | Added to | 133,785 | 5,933 | 0.29% | 0.31% | 31 | +2,431 | 1.85% | Q3 2026 | Oct 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 129,105 | 5,725 | 1.18% | 1.22% | 32 | +2,741 | 2.17% | Q3 2026 | Oct 05, 2026 |
| Savant Capital, LLC | History | No change | 115,904 | 5,491 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 110,303 | 5,226 | 1.34% | 1.34% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Austin Wealth Management, LLC | History | No change | 106,113 | 5,192 | 1.1% | 1.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 104,773 | 4,964 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 105,521 | 4,799 | 0.09% | 0.1% | 37 | +2,090 | 2.02% | Q3 2026 | Oct 26, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 96,377 | 4,274 | 0.12% | 0.19% | 38 | -20,372 | -17.45% | Q3 2026 | Oct 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 89,648 | 4,247 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 83,714 | 3,966 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 87,709 | 3,889 | 0.07% | 0.08% | 41 | +3,418 | 4.05% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 78,615 | 3,724 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Networth Advisors, LLC | History | Added to | 81,848 | 3,629 | 2.08% | 2.18% | 43 | +2,708 | 3.42% | Q3 2026 | Nov 03, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 78,471 | 3,480 | 1.2% | 1.69% | 44 | -19,459 | -19.87% | Q3 2026 | Nov 05, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 73,868 | 3,276 | 1.28% | 1.15% | 45 | +11,777 | 18.97% | Q3 2026 | Oct 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 68,393 | 3,240 | 0.2% | 0.2% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Burk Holdings LLC | History | Added to | 71,433 | 3,168 | 1.1% | 1.21% | 47 | +2,083 | 3.0% | Q3 2026 | Nov 04, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 61,378 | 2,908 | 1.39% | 1.39% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Haven Private, LLC | History | Added to | 64,342 | 2,853 | 1.13% | 0.87% | 49 | +15,851 | 32.69% | Q3 2026 | Oct 27, 2026 |
| AE Wealth Management LLC | History | No change | 56,224 | 2,663 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WMG Financial Advisors, LLC | History | No change | 54,616 | 2,587 | 0.97% | 0.97% | 51 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 55,927 | 2,480 | 0.73% | 0.78% | 52 | +429 | 0.77% | Q3 2026 | Nov 02, 2026 |
| marrick wealth, LLC | History | Added to | 55,845 | 2,476 | 1.74% | 1.8% | 53 | +2,314 | 4.32% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,451 | 2,459 | 0.0% | 0.0% | 54 | +6,075 | 12.3% | Q3 2026 | Nov 02, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 46,091 | 2,183 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 42,019 | 1,990 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 44,325 | 1,965 | 1.46% | 1.5% | 57 | +1,656 | 3.88% | Q3 2026 | Oct 14, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 44,253 | 1,962 | 1.58% | 1.76% | 58 | +6 | 0.01% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 40,210 | 1,936 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,615 | 1,924 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 41,850 | 1,856 | 0.66% | 0.68% | 61 | +3,701 | 9.7% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 37,423 | 1,659 | 0.07% | 0.03% | 62 | -4,570 | -10.88% | Q3 2026 | Oct 21, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 34,818 | 1,649 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 33,719 | 1,597 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Life Planning Partners, Inc | History | Reduced | 35,331 | 1,566 | 1.25% | 1.35% | 65 | -3,005 | -7.84% | Q3 2026 | Oct 27, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 35,264 | 1,563 | 0.09% | 0.1% | 66 | +340 | 0.97% | Q3 2026 | Oct 27, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 32,677 | 1,548 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,748 | 1,452 | 0.01% | 0.01% | 68 | +7,496 | 29.68% | Q3 2026 | Oct 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 32,212 | 1,428 | 0.07% | 0.14% | 69 | -26,349 | -44.99% | Q3 2026 | Oct 28, 2026 |
| Forum Financial Management, LP | History | Added to | 31,954 | 1,417 | 0.02% | 0.02% | 70 | +945 | 3.05% | Q3 2026 | Oct 16, 2026 |
| GeoWealth Management, LLC | History | No change | 29,797 | 1,411 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Flagstone Financial Management | History | Added to | 30,762 | 1,364 | 0.3% | 0.31% | 72 | +1,756 | 6.05% | Q3 2026 | Nov 04, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 29,657 | 1,315 | 0.05% | 0.05% | 73 | +5,042 | 20.48% | Q3 2026 | Oct 30, 2026 |
| Empire Financial Management Company, LLC | History | No change | 27,688 | 1,311 | 0.52% | 0.52% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 29,445 | 1,289 | 0.02% | 0.02% | 75 | +179 | 0.61% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 27,059 | 1,282 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 27,595 | 1,223 | 0.04% | 0.04% | 77 | -2,076 | -7.0% | Q3 2026 | Oct 08, 2026 |
| Creative Planning | History | Reduced | 27,535 | 1,221 | 0.0% | 0.0% | 78 | -545 | -1.94% | Q3 2026 | Nov 02, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 26,740 | 1,185 | 0.16% | 0.16% | 79 | +1,566 | 6.22% | Q3 2026 | Oct 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 24,298 | 1,077 | 0.1% | 0.11% | 80 | +219 | 0.91% | Q3 2026 | Nov 02, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 22,272 | 1,055 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 22,537 | 1,009 | 0.36% | 0.36% | 82 | +1,129 | 5.27% | Q3 2026 | Nov 03, 2026 |
| Sanchez Levi Garrett | History | No change | 18,849 | 893 | 0.48% | 0.48% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 18,660 | 884 | 0.55% | 0.55% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,392 | 871 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 18,148 | 859 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Torren Management, LLC | History | Added to | 19,169 | 850 | 0.42% | 0.4% | 87 | +2,375 | 14.14% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 17,462 | 827 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Financial Advisors LLC | History | Added to | 18,041 | 800 | 0.49% | 0.52% | 89 | +421 | 2.39% | Q3 2026 | Nov 02, 2026 |
| MB Generational Wealth, LLC | History | No change | 16,419 | 777 | 0.38% | 0.38% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 15,597 | 739 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 15,370 | 728 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 15,144 | 717 | 0.53% | 0.53% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,130 | 716 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SeedSafe Financial LLC | History | Reduced | 15,723 | 697 | 0.51% | 0.61% | 95 | -2,221 | -12.38% | Q3 2026 | Nov 02, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 14,543 | 689 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 15,343 | 680 | 0.16% | 0.16% | 97 | +1,280 | 9.1% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,128 | 626 | 0.0% | 0.0% | 98 | +510 | 3.75% | Q3 2026 | Nov 02, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 13,391 | 593 | 0.11% | 0.01% | 99 | +12,447 | 1318.54% | Q3 2026 | Oct 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 13,169 | 584 | 0.15% | 0.18% | 100 | -440 | -3.23% | Q3 2026 | Oct 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 11,555 | 547 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 9,437 | 447 | 0.2% | 0.2% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 9,748 | 432 | 0.1% | 0.11% | 103 | -55 | -0.56% | Q3 2026 | Oct 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,624 | 426 | 0.0% | 0.01% | 104 | -3,996 | -29.34% | Q3 2026 | Oct 28, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 9,328 | 413 | 0.23% | 0.23% | 105 | +78 | 0.84% | Q3 2026 | Nov 02, 2026 |
| MAI Capital Management | History | No change | 8,415 | 398 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BWM Planning, LLC | History | No change | 8,367 | 396 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Indivisible Partners | History | New | 8,644 | 383 | 0.02% | — | 108 | +8,644 | New | Q3 2026 | Oct 26, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,008 | 379 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 8,010 | 379 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 7,925 | 375 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 7,887 | 373 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tortoise Investment Management, LLC | History | No change | 6,410 | 303 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 5,985 | 283 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CURIO WEALTH, LLC | History | No change | 5,924 | 280 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McMill Wealth Management | History | New | 5,934 | 263 | 0.06% | — | 118 | +5,934 | New | Q3 2026 | Nov 05, 2026 |
| Evanson Financial, LLC | History | Added to | 5,947 | 263 | 0.01% | 0.01% | 117 | +35 | 0.59% | Q3 2026 | Oct 23, 2026 |
| Global Trust Wealth Management LLC | History | No change | 5,947 | 263 | 0.19% | 0.19% | 116 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NWAM LLC | History | No change | 5,465 | 258 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 5,389 | 255 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 5,523 | 244 | 0.03% | 0.03% | 122 | -147 | -2.59% | Q3 2026 | Oct 30, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,152 | 244 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,156 | 244 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Willow Creek Wealth Management Inc. | History | Reduced | 5,340 | 236 | 0.02% | 0.03% | 124 | -2,877 | -35.01% | Q3 2026 | Oct 26, 2026 |
| Ridgeline Wealth, LLC | History | New | 4,809 | 215 | 0.12% | — | 125 | +4,809 | New | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,490 | 212 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 4,479 | 212 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 4,409 | 208 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 3,696 | 163 | 0.11% | 0.21% | 129 | -2,350 | -38.87% | Q3 2026 | Oct 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,941 | 142 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHL GROUP, LLC | History | Added to | 2,498 | 110 | 0.07% | 0.07% | 131 | +772 | 44.73% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,884 | 89 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,994 | 88 | 0.03% | 0.04% | 133 | -216 | -9.77% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,825 | 86 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 1,437 | 68 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 812 | 38 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | New | 772 | 34 | 0.0% | — | 137 | +772 | New | Q3 2026 | Oct 21, 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 | 19 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 385 | 17 | 0.0% | 0.01% | 140 | -180 | -31.86% | Q3 2026 | Oct 27, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 325 | 14 | 0.0% | 0.0% | 141 | +3 | 0.93% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | New | 298 | 13 | 0.0% | — | 143 | +298 | New | Q3 2026 | Oct 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 293 | 13 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 251 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 245 | 11 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 223 | 9 | 0.01% | 0.01% | 146 | -55 | -19.78% | Q3 2026 | Oct 28, 2026 |
| REAP Financial Group, LLC | History | No change | 208 | 9 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 182 | 8 | 0.0% | 0.0% | 148 | +2 | 1.11% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | No change | 165 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| UMB Bank, n.a. | History | No change | 114 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 115 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Dogwood Wealth Management LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 52 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,309 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Diversified Portfolios, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,912 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |