AMERICAN CENTURY ETF TRUST - AVSC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 49 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 282,093 | 16,570,633 | 11.5% | — | 1 | +282,093 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,459,274 | 849,337 | 1.29% | 1.35% | 2 | +378,725 | 2.69% | Q4 2025 | Feb 18, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 3,607,787 | 211,921 | 10.06% | 10.01% | 3 | +96,254 | 2.74% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Nebraska | History | Added to | 1,010,452 | 103,045 | 11.78% | 10.74% | 4 | +105,187 | 11.62% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,164,381 | 68,395 | 0.04% | 0.04% | 5 | +56,697 | 5.12% | Q4 2025 | Feb 10, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 922,735 | 54,201 | 0.83% | 0.88% | 6 | +85,118 | 10.16% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 675,069 | 39,653 | 0.01% | 0.01% | 7 | +35,415 | 5.54% | Q4 2025 | Feb 10, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 636,669 | 37,397 | 6.58% | 6.51% | 8 | +44,193 | 7.46% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 634,842 | 37,290 | 0.03% | 0.03% | 9 | +21,767 | 3.55% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 606,160 | 35,605 | 0.2% | 0.2% | 10 | +52,433 | 9.47% | Q4 2025 | Jan 26, 2026 |
| Three Arch Wealth Management LLC | History | New | 453,813 | 26,656 | 4.99% | — | 11 | +453,813 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 445,812 | 26,186 | 0.01% | 0.01% | 12 | -11,760 | -2.57% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 413,205 | 24,271 | 0.01% | 0.01% | 13 | +37,996 | 10.13% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 374,936 | 22,023 | 0.13% | 0.17% | 14 | -104,242 | -21.75% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 369,883 | 21,726 | 6.36% | 5.03% | 15 | +88,959 | 31.67% | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 280,762 | 16,491 | 0.95% | 0.93% | 16 | +10,422 | 3.86% | Q4 2025 | Jan 27, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 160,205 | 16,486 | 6.27% | 6.43% | 17 | +10,304 | 6.87% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 272,053 | 15,980 | 1.03% | 0.98% | 18 | +19,349 | 7.66% | Q4 2025 | Feb 18, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 262,807 | 15,437 | 2.99% | 2.97% | 19 | +1,734 | 0.66% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 209,753 | 14,696 | 0.02% | 0.02% | 20 | +6,356 | 3.12% | Q4 2025 | Mar 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 233,189 | 13,698 | 0.12% | 0.1% | 21 | +18,021 | 8.38% | Q4 2025 | Jan 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 218,841 | 12,854 | 0.77% | 0.69% | 22 | +10,723 | 5.15% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 215,629 | 12,666 | 0.0% | 0.0% | 23 | +10,745 | 5.24% | Q4 2025 | Feb 13, 2026 |
| Kilner Capital Advisors, LLC | History | New | 197,179 | 11,582 | 11.06% | — | 24 | +197,179 | New | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 190,110 | 11,167 | 0.15% | 0.15% | 25 | +5,956 | 3.23% | Q4 2025 | Feb 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 188,507 | 11,072 | 1.98% | 0.57% | 26 | +137,442 | 269.15% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 181,631 | 10,669 | 0.03% | 0.03% | 27 | +10,113 | 5.9% | Q4 2025 | Jan 26, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 176,259 | 10,353 | 0.19% | 0.19% | 28 | -1,932 | -1.08% | Q4 2025 | Feb 04, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 166,300 | 9,768 | 2.84% | 2.65% | 29 | -8,987 | -5.13% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 149,255 | 8,767 | 0.11% | 0.01% | 30 | +126,607 | 559.02% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 143,039 | 8,402 | 0.08% | 0.09% | 31 | -6,948 | -4.63% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 129,664 | 7,616 | 0.44% | — | 32 | +129,664 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 127,278 | 7,476 | 1.18% | 1.1% | 33 | +11,155 | 9.61% | Q4 2025 | Jan 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 120,497 | 7,077 | 0.49% | 0.5% | 34 | -2,219 | -1.81% | Q4 2025 | Feb 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 113,758 | 6,682 | 0.22% | 0.29% | 35 | +3,356 | 3.04% | Q4 2025 | Jan 20, 2026 |
| B&D White Capital Company, LLC | History | New | 101,366 | 5,954 | 0.69% | — | 36 | +101,366 | New | Q4 2025 | Feb 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 94,825 | 5,570 | 1.62% | 1.72% | 37 | -5,592 | -5.57% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 92,826 | 5,452 | 0.01% | 0.0% | 38 | +38,700 | 71.5% | Q4 2025 | Feb 12, 2026 |
| Level Financial Advisors | History | Added to | 85,082 | 4,997 | 1.32% | 1.19% | 39 | +11,638 | 15.85% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,482 | 4,903 | 0.01% | 0.01% | 40 | +7,424 | 9.76% | Q4 2025 | Feb 13, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 81,192 | 4,769 | 2.25% | 2.36% | 41 | -433 | -0.53% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | New | 78,721 | 4,624 | 0.27% | — | 42 | +78,721 | New | Q4 2025 | Jan 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 66,008 | 4,158 | 0.1% | 0.1% | 43 | -1,047 | -1.56% | Q4 2025 | Jan 28, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 70,186 | 4,122 | 2.86% | 2.76% | 44 | +4,827 | 7.39% | Q4 2025 | Jan 08, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 67,374 | 3,957 | 1.74% | 1.8% | 45 | -1,913 | -2.76% | Q4 2025 | Feb 04, 2026 |
| CAP Partners, LLC | History | Added to | 63,699 | 3,741 | 2.12% | 2.05% | 46 | +454 | 0.72% | Q4 2025 | Feb 04, 2026 |
| Passive Capital Management, LLC. | History | No change | 62,500 | 3,671 | 1.15% | 1.17% | 47 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 61,151 | 3,591 | 0.35% | 0.35% | 48 | -255 | -0.42% | Q4 2025 | Jan 29, 2026 |
| Haven Private, LLC | History | Added to | 60,518 | 3,554 | 1.56% | 1.49% | 49 | +1,710 | 2.91% | Q4 2025 | Feb 12, 2026 |
| Networth Advisors, LLC | History | New | 57,974 | 3,405 | 2.51% | — | 50 | +57,974 | New | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 55,939 | 3,285 | 0.0% | 0.0% | 51 | +37 | 0.07% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,281 | 3,188 | 0.0% | 0.0% | 52 | +45,428 | 513.14% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 51,890 | 3,048 | 0.22% | 0.2% | 53 | +66 | 0.13% | Q4 2025 | Jan 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 51,445 | 3,021 | 0.55% | 0.55% | 54 | -1,176 | -2.23% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 51,000 | 2,995 | 0.65% | 0.56% | 55 | +2,982 | 6.21% | Q4 2025 | Feb 02, 2026 |
| Mendota Financial Group, LLC | History | Added to | 47,121 | 2,767 | 2.01% | 1.15% | 56 | +20,234 | 75.26% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 46,169 | 2,711 | 0.09% | 0.08% | 57 | +10,081 | 27.93% | Q4 2025 | Jan 13, 2026 |
| Acropolis Investment Management, LLC | History | No change | 45,745 | 2,687 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Family Office Research LLC | History | Reduced | 42,784 | 2,543 | 1.04% | 1.26% | 59 | -7,428 | -14.79% | Q4 2025 | Feb 09, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 42,474 | 2,494 | 1.26% | 1.2% | 60 | +5,283 | 14.21% | Q4 2025 | Jan 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 39,758 | 2,335 | 0.67% | 0.73% | 61 | -1,672 | -4.04% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 39,579 | 2,324 | 0.0% | 0.0% | 62 | -1,003 | -2.47% | Q4 2025 | Mar 16, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 37,470 | 2,201 | 0.3% | 0.31% | 63 | -2,554 | -6.38% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 35,052 | 2,059 | 0.0% | 0.0% | 64 | +6,758 | 23.88% | Q4 2025 | Feb 18, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 34,125 | 2,004 | 0.73% | 0.75% | 65 | -212 | -0.62% | Q4 2025 | Feb 04, 2026 |
| StrongBox Wealth, LLC | History | Added to | 31,025 | 1,822 | 0.6% | 0.44% | 66 | +8,205 | 35.96% | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 30,836 | 1,811 | 0.15% | 0.14% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Burk Holdings LLC | History | Added to | 30,242 | 1,776 | 0.85% | 0.85% | 68 | +2,525 | 9.11% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | Reduced | 29,294 | 1,720 | 0.05% | 0.05% | 69 | -1 | -0.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,016 | 1,704 | 0.01% | 0.01% | 70 | +9,399 | 47.91% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 27,732 | 1,628 | 0.01% | 0.01% | 71 | -1,801 | -6.1% | Q4 2025 | Jan 28, 2026 |
| Tillman Hartley LLC | History | Added to | 27,531 | 1,617 | 0.41% | 0.41% | 72 | +1 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 27,218 | 1,598 | 0.18% | 0.19% | 73 | -345 | -1.25% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 25,454 | 1,495 | 0.0% | 0.0% | 74 | +6,243 | 32.5% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,217 | 1,481 | 0.01% | 0.01% | 75 | +10,955 | 76.81% | Q4 2025 | Feb 18, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 25,044 | 1,471 | 0.39% | 0.4% | 76 | +218 | 0.88% | Q4 2025 | Jan 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 23,516 | 1,431 | 0.14% | 0.14% | 77 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Atlas Wealth LLC | History | Added to | 23,654 | 1,389 | 0.42% | 0.4% | 78 | +2,213 | 10.32% | Q4 2025 | Feb 05, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 22,286 | 1,309 | 0.58% | 0.58% | 79 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 20,492 | 1,203 | 0.0% | 0.0% | 80 | +789 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Frankly Finances, LLC | History | New | 19,860 | 1,166 | 1.01% | — | 81 | +19,860 | New | Q4 2025 | Jan 26, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 19,825 | 1,164 | 0.31% | 0.32% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Western Reserve Capital Management, LLC | History | New | 19,582 | 1,150 | 1.07% | — | 83 | +19,582 | New | Q4 2025 | Feb 10, 2026 |
| LAM GROUP, INC. | History | Added to | 19,335 | 1,135 | 0.65% | 0.36% | 84 | +9,180 | 90.4% | Q4 2025 | Jan 23, 2026 |
| Evanson Asset Management, LLC | History | Added to | 17,653 | 1,036 | 0.06% | 0.06% | 85 | +252 | 1.45% | Q4 2025 | Jan 12, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 17,448 | 1,024 | 0.29% | 0.27% | 86 | +1,118 | 6.85% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,887 | 991 | 0.01% | 0.01% | 87 | -249 | -1.45% | Q4 2025 | Jan 23, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 16,580 | 973 | 0.3% | 0.3% | 88 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 16,438 | 965 | 0.63% | 0.64% | 89 | +741 | 4.72% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Added to | 16,242 | 954 | 0.12% | 0.12% | 90 | +695 | 4.47% | Q4 2025 | Jan 16, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 15,943 | 936 | 0.08% | 0.08% | 91 | -160 | -0.99% | Q4 2025 | Feb 06, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 15,391 | 904 | 0.2% | 0.22% | 92 | +269 | 1.78% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Added to | 14,485 | 851 | 0.03% | 0.02% | 93 | +551 | 3.95% | Q4 2025 | Feb 11, 2026 |
| Sunpointe, LLC | History | No change | 14,383 | 844 | 0.28% | 0.3% | 94 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,261 | 838 | 0.0% | 0.0% | 95 | +691 | 5.09% | Q4 2025 | Feb 05, 2026 |
| Approach Retirement Advisors, LLC | History | New | 14,251 | 837 | 0.72% | — | 96 | +14,251 | New | Q4 2025 | Jan 29, 2026 |
| EnRich Financial Partners LLC | History | Added to | 14,237 | 836 | 0.23% | 0.22% | 97 | +770 | 5.72% | Q4 2025 | Jan 28, 2026 |
| Apeiron RIA LLC | History | Reduced | 13,161 | 835 | 0.17% | 0.21% | 98 | -3,069 | -18.91% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 13,800 | 810 | 0.0% | 0.0% | 99 | +8,286 | 150.27% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | No change | 13,079 | 784 | 0.28% | 0.31% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 13,021 | 764 | 0.02% | 0.02% | 101 | -400 | -2.98% | Q4 2025 | Feb 05, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 13,012 | 764 | 0.42% | 0.43% | 102 | +152 | 1.18% | Q4 2025 | Jan 30, 2026 |
| Centennial Bank/AR/ | History | Added to | 12,949 | 760 | 0.3% | 0.07% | 103 | +9,652 | 292.75% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 12,914 | 758 | 0.01% | 0.01% | 104 | +2,037 | 18.73% | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Reduced | 10,068 | 644 | 0.11% | 0.23% | 105 | -13,575 | -57.42% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | New | 10,918 | 641 | 0.39% | — | 106 | +10,918 | New | Q4 2025 | Feb 03, 2026 |
| Zhang Financial LLC | History | Added to | 10,240 | 601 | 0.02% | 0.02% | 107 | +1,527 | 17.53% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,903 | 581 | 0.0% | — | 108 | +9,903 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,363 | 549 | 0.0% | 0.0% | 109 | +2,280 | 32.19% | Q4 2025 | Feb 17, 2026 |
| Thayer Financial, L.L.C. | History | New | 9,263 | 544 | 0.57% | — | 110 | +9,263 | New | Q4 2025 | Jan 12, 2026 |
| Pacific Asset Management, LLC | History | Added to | 8,622 | 506 | 0.3% | 0.22% | 111 | +2,991 | 53.12% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 7,688 | 490 | 0.03% | 0.03% | 112 | -328 | -4.09% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,339 | 489 | 0.0% | 0.0% | 113 | -4,601 | -35.56% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,740 | 454 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,355 | 447 | 0.0% | 0.0% | 115 | -65 | -0.88% | Q4 2025 | Jan 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7,271 | 427 | 0.02% | — | 116 | +7,271 | New | Q4 2025 | Jan 21, 2026 |
| Bison Wealth, LLC | History | New | 7,063 | 424 | 0.05% | — | 117 | +7,063 | New | Q4 2025 | Mar 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,136 | 419 | 0.0% | 0.0% | 118 | +494 | 7.44% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,985 | 410 | 0.0% | 0.0% | 119 | +3,993 | 133.46% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,340 | 372 | 0.0% | 0.0% | 120 | +1,699 | 36.61% | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 5,792 | 370 | 0.15% | 0.82% | 121 | -26,854 | -82.26% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 5,991 | 356 | 0.02% | — | 122 | +5,991 | New | Q4 2025 | Feb 12, 2026 |
| Cogent Private Wealth, Inc. | History | New | 6,005 | 352 | 0.27% | — | 124 | +6,005 | New | Q4 2025 | Feb 10, 2026 |
| Herold Advisors, Inc. | History | No change | 6,005 | 352 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 5,919 | 347 | 0.01% | 0.01% | 125 | +224 | 3.93% | Q4 2025 | Jan 28, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,681 | 344 | 0.15% | 0.15% | 126 | +11 | 0.19% | Q4 2025 | Jan 09, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 5,625 | 330 | 0.29% | — | 128 | +5,625 | New | Q4 2025 | Feb 05, 2026 |
| Destination Wealth Management | History | No change | 5,625 | 330 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,602 | 329 | 0.04% | 0.05% | 129 | -572 | -9.26% | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Added to | 5,261 | 309 | 0.15% | 0.11% | 130 | +1,655 | 45.9% | Q4 2025 | Feb 12, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 5,125 | 301 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,981 | 292 | 0.01% | 0.01% | 132 | -10 | -0.2% | Q4 2025 | Feb 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 4,715 | 276 | 0.11% | 0.11% | 133 | +51 | 1.09% | Q4 2025 | Jan 08, 2026 |
| BlackRock, Inc. | History | No change | 4,654 | 273 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Added to | 4,553 | 267 | 0.01% | 0.01% | 135 | +150 | 3.41% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,541 | 266 | 0.01% | 0.01% | 137 | -2,186 | -32.5% | Q4 2025 | Feb 19, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 4,533 | 266 | 0.04% | 0.04% | 136 | +39 | 0.87% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | New | 4,413 | 259 | 0.01% | — | 138 | +4,413 | New | Q4 2025 | Feb 13, 2026 |
| BWM Planning, LLC | History | Added to | 4,367 | 256 | 0.07% | 0.06% | 139 | +734 | 20.2% | Q4 2025 | Jan 14, 2026 |
| Noble Family Wealth, LLC | History | Added to | 4,321 | 253 | 0.05% | 0.05% | 140 | +669 | 18.32% | Q4 2025 | Jan 07, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 4,290 | 251 | 0.09% | 0.1% | 141 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| World Investment Advisors | History | New | 4,150 | 243 | 0.0% | — | 142 | +4,150 | New | Q4 2025 | Mar 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,150 | 243 | 0.0% | — | 143 | +4,150 | New | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | New | 4,121 | 242 | 0.0% | — | 144 | +4,121 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,083 | 239 | 0.0% | 0.0% | 145 | +133 | 3.37% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | New | 3,774 | 221 | 0.0% | — | 146 | +3,774 | New | Q4 2025 | Feb 17, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 3,757 | 220 | 0.17% | 0.18% | 147 | +33 | 0.89% | Q4 2025 | Jan 26, 2026 |
| Community Bank, N.A. | History | No change | 3,677 | 215 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 3,655 | 214 | 0.03% | 0.03% | 150 | -273 | -6.95% | Q4 2025 | Jan 27, 2026 |
| Sequent Asset Management, LLC | History | No change | 3,637 | 214 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'Brien Wealth Partners LLC | History | New | 3,580 | 210 | 0.03% | — | 151 | +3,580 | New | Q4 2025 | Jan 22, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 3,550 | 208 | 0.07% | 0.11% | 152 | -2,175 | -37.99% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,212 | 188 | 0.0% | 0.0% | 153 | +122 | 3.95% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,397 | 140 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,191 | 128 | 0.05% | — | 155 | +2,191 | New | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 1,966 | 115 | 0.03% | — | 156 | +1,966 | New | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,925 | 113 | 0.0% | 0.0% | 157 | +959 | 99.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,726 | 101 | 0.0% | — | 158 | +1,726 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,685 | 98 | 0.0% | 0.0% | 160 | +50 | 3.06% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | No change | 1,672 | 98 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 1,417 | 83 | 0.03% | 0.03% | 161 | -51 | -3.47% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 1,266 | 74 | 0.0% | — | 162 | +1,266 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,219 | 71 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 968 | 56 | 0.03% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 858 | 50 | 0.0% | 0.0% | 166 | -2,824 | -76.7% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 855 | 50 | 0.0% | — | 165 | +855 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 839 | 49 | 0.04% | 0.02% | 167 | +462 | 122.55% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 745 | 43 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 705 | 41 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | No change | 709 | 41 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 620 | 36 | 0.0% | 0.0% | 171 | -250 | -28.74% | Q4 2025 | Feb 03, 2026 |
| YANKCOM Partnership | History | No change | 500 | 29 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | No change | 470 | 27 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 435 | 26 | 0.0% | — | 174 | +435 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 440 | 25 | 0.0% | 0.0% | 175 | +375 | 576.92% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 428 | 25 | 0.0% | 0.0% | 176 | -121 | -22.04% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 426 | 25 | 0.0% | 0.0% | 177 | +62 | 17.03% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | New | 407 | 23 | 0.0% | — | 178 | +407 | New | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | No change | 408 | 23 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 354 | 20 | 0.0% | — | 180 | +354 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 336 | 19 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFSG, LLC | History | No change | 295 | 17 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kingdom Financial Group LLC. | History | New | 275 | 16 | 0.0% | — | 183 | +275 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 252 | 15 | 0.0% | 0.0% | 184 | +1 | 0.4% | Q4 2025 | Feb 02, 2026 |
| McIlrath & Eck, LLC | History | No change | 222 | 13 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 209 | 12 | 0.0% | — | 186 | +209 | New | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | New | 200 | 11 | 0.0% | — | 187 | +200 | New | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 160 | 9 | 0.0% | — | 189 | +160 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 170 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 132 | 7 | 0.0% | — | 191 | +132 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 130 | 7 | 0.0% | — | 190 | +130 | New | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 80 | 4 | 0.0% | — | 193 | +80 | New | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 71 | 4 | 0.0% | — | 192 | +71 | New | Q4 2025 | Jan 29, 2026 |
| Team Financial Group, LLC | History | New | 66 | 3 | 0.0% | — | 195 | +66 | New | Q4 2025 | Jan 13, 2026 |
| Hurley Capital, LLC | History | Added to | 62 | 3 | 0.0% | 0.0% | 194 | +32 | 106.67% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 49 | 2 | 0.0% | — | 196 | +49 | New | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 30 | 1 | 0.0% | — | 201 | +30 | New | Q4 2025 | Feb 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 33 | 1 | 0.0% | 0.0% | 200 | -3 | -8.33% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 27 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.21% | — | -22,185 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,589 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,650 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 18, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |