AMERICAN CENTURY ETF TRUST - AVSC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,853,773 | 925,390 | 1.37% | 1.29% | 1 | +394,499 | 2.73% | Q1 2026 | May 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 3,585,892 | 223,401 | 10.32% | 10.06% | 2 | -21,895 | -0.61% | Q1 2026 | May 14, 2026 |
| Wealth Management Nebraska | History | Added to | 1,089,651 | 120,373 | 12.19% | 11.78% | 3 | +79,199 | 7.84% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,242,635 | 77,416 | 0.05% | 0.04% | 4 | +78,254 | 6.72% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,022,442 | 63,698 | 0.0% | 0.0% | 5 | +806,813 | 374.17% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 922,735 | 57,486 | 0.91% | 0.88% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 713,946 | 44,478 | 0.01% | 0.01% | 7 | +38,877 | 5.76% | Q1 2026 | May 04, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 684,213 | 42,626 | 7.24% | 6.58% | 8 | +47,544 | 7.47% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 649,414 | 40,458 | 0.03% | 0.03% | 9 | +14,572 | 2.3% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 636,918 | 39,680 | 0.21% | 0.2% | 10 | +30,758 | 5.07% | Q1 2026 | May 13, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 469,247 | 29,234 | 5.26% | 4.99% | 11 | +15,434 | 3.4% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 467,437 | 29,121 | 0.01% | 0.01% | 12 | +21,625 | 4.85% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 461,745 | 28,766 | 0.01% | 0.01% | 13 | +48,540 | 11.75% | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 376,850 | 23,477 | 6.71% | 6.36% | 14 | +6,967 | 1.88% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 326,613 | 20,347 | 11.54% | 11.5% | 15 | +44,520 | 15.78% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 310,261 | 19,329 | 0.09% | 0.13% | 16 | -64,675 | -17.25% | Q1 2026 | May 04, 2026 |
| Shore Point Advisors, LLC | History | New | 403,181 | 18,801 | 7.43% | — | 17 | +403,181 | New | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 227,303 | 16,702 | 0.02% | 0.02% | 18 | +17,550 | 8.37% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 257,946 | 16,070 | 0.13% | 0.12% | 19 | +24,757 | 10.62% | Q1 2026 | Apr 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 272,053 | 15,980 | 1.03% | 1.03% | 20 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 254,079 | 15,829 | 3.07% | 2.99% | 21 | -8,728 | -3.32% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 217,948 | 13,578 | 0.77% | 0.77% | 22 | -893 | -0.41% | Q1 2026 | Apr 30, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 201,160 | 12,532 | 2.11% | 1.98% | 23 | +12,653 | 6.71% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 198,628 | 12,374 | 0.15% | 0.15% | 24 | +8,518 | 4.48% | Q1 2026 | May 11, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 195,960 | 12,208 | 11.7% | 11.06% | 25 | -1,219 | -0.62% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 194,322 | 12,106 | 0.03% | 0.03% | 26 | +12,691 | 6.99% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 175,838 | 10,954 | 0.21% | 0.19% | 27 | -421 | -0.24% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 165,009 | 10,280 | 0.1% | 0.11% | 28 | +15,754 | 10.56% | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 161,226 | 10,044 | 2.98% | 2.84% | 29 | -5,074 | -3.05% | Q1 2026 | Apr 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 153,015 | 9,532 | 0.53% | 0.95% | 30 | -127,747 | -45.5% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 147,447 | 9,185 | 0.0% | 0.0% | 31 | +112,395 | 320.65% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 143,427 | 8,935 | 0.09% | 0.08% | 32 | +388 | 0.27% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 141,788 | 8,833 | 1.33% | 1.18% | 33 | +14,510 | 11.4% | Q1 2026 | Apr 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 140,853 | 8,775 | 1.08% | 0.69% | 34 | +39,487 | 38.95% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 136,075 | 8,477 | 0.46% | 0.44% | 35 | +6,411 | 4.94% | Q1 2026 | May 11, 2026 |
| Choice Wealth Advisors LLC | History | New | 129,469 | 8,065 | 3.17% | — | 36 | +129,469 | New | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 125,355 | 7,809 | 0.21% | 0.22% | 37 | +11,597 | 10.19% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 115,744 | 7,210 | 0.49% | 0.49% | 38 | -4,753 | -3.94% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 109,057 | 6,794 | 0.88% | — | 39 | +109,057 | New | Q1 2026 | Apr 13, 2026 |
| Foundry Financial Group, Inc. | History | New | 101,532 | 6,325 | 3.14% | — | 40 | +101,532 | New | Q1 2026 | Apr 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 98,542 | 6,139 | 1.76% | 1.62% | 41 | +3,717 | 3.92% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,688 | 6,023 | 0.01% | 0.01% | 42 | +3,862 | 4.16% | Q1 2026 | Apr 27, 2026 |
| Level Financial Advisors | History | Added to | 89,950 | 5,603 | 1.43% | 1.32% | 43 | +4,868 | 5.72% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 80,236 | 5,423 | 0.12% | 0.1% | 44 | +14,228 | 21.55% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 86,089 | 5,363 | 0.01% | 0.0% | 45 | +60,635 | 238.21% | Q1 2026 | May 13, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 80,610 | 5,022 | 2.33% | 2.25% | 46 | -582 | -0.72% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 78,181 | 4,870 | 0.28% | 0.27% | 47 | -540 | -0.69% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | New | 77,289 | 4,815 | 0.13% | — | 48 | +77,289 | New | Q1 2026 | May 12, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 72,445 | 4,513 | 3.23% | 2.86% | 49 | +2,259 | 3.22% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 68,331 | 4,257 | 0.01% | 0.01% | 50 | -15,151 | -18.15% | Q1 2026 | May 04, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 67,480 | 4,203 | 1.83% | 1.74% | 51 | +106 | 0.16% | Q1 2026 | May 12, 2026 |
| CAP Partners, LLC | History | Added to | 65,665 | 4,090 | 2.31% | 2.12% | 52 | +1,966 | 3.09% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 63,740 | 3,970 | 0.32% | 0.15% | 53 | +32,904 | 106.71% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 62,500 | 3,893 | 1.16% | 1.15% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Haven Private, LLC | History | Reduced | 59,444 | 3,703 | 1.61% | 1.56% | 55 | -1,074 | -1.77% | Q1 2026 | May 05, 2026 |
| Networth Advisors, LLC | History | Added to | 58,615 | 3,651 | 2.58% | 2.51% | 56 | +641 | 1.11% | Q1 2026 | Apr 22, 2026 |
| Mendota Financial Group, LLC | History | Added to | 56,954 | 3,548 | 2.63% | 2.01% | 57 | +9,833 | 20.87% | Q1 2026 | Apr 16, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 56,211 | 3,501 | 0.75% | 0.65% | 58 | +5,211 | 10.22% | Q1 2026 | Apr 13, 2026 |
| Bauman Advisory Group, LLC | History | New | 55,888 | 3,481 | 2.44% | — | 59 | +55,888 | New | Q1 2026 | May 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 53,657 | 3,342 | 0.33% | 0.35% | 60 | -7,494 | -12.25% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,157 | 3,311 | 0.0% | 0.0% | 61 | +32,665 | 159.4% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 52,384 | 3,180 | 0.0% | 0.0% | 62 | -3,555 | -6.36% | Q1 2026 | May 13, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 50,641 | 3,154 | 0.58% | 0.55% | 63 | -804 | -1.56% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 48,299 | 3,009 | 0.1% | 0.09% | 64 | +2,130 | 4.61% | Q1 2026 | Apr 07, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 46,694 | 2,909 | 1.39% | 1.26% | 65 | +4,220 | 9.94% | Q1 2026 | Apr 09, 2026 |
| Acropolis Investment Management, LLC | History | No change | 45,745 | 2,849 | 0.13% | 0.12% | 66 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 42,234 | 2,631 | 0.0% | 0.0% | 67 | +2,655 | 6.71% | Q1 2026 | May 14, 2026 |
| Family Office Research LLC | History | Reduced | 42,150 | 2,625 | 1.14% | 1.04% | 68 | -634 | -1.48% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,343 | 2,575 | 0.01% | 0.01% | 69 | +12,327 | 42.48% | Q1 2026 | Apr 30, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 38,955 | 2,426 | 0.7% | 0.67% | 70 | -803 | -2.02% | Q1 2026 | May 14, 2026 |
| Atlas Wealth LLC | History | Added to | 36,880 | 2,297 | 0.69% | 0.42% | 71 | +13,226 | 55.91% | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 36,479 | 2,272 | 0.86% | 0.73% | 72 | +2,354 | 6.9% | Q1 2026 | May 11, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 36,126 | 2,250 | 0.28% | 0.3% | 73 | -1,344 | -3.59% | Q1 2026 | Apr 16, 2026 |
| Burk Holdings LLC | History | Added to | 35,796 | 2,230 | 0.96% | 0.85% | 74 | +5,554 | 18.37% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,778 | 2,228 | 0.0% | 0.0% | 75 | -18,503 | -34.09% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 29,654 | 1,936 | 0.06% | 0.05% | 76 | +360 | 1.23% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | New | 30,838 | 1,921 | 0.01% | — | 77 | +30,838 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,282 | 1,761 | 0.01% | 0.01% | 78 | +3,065 | 12.15% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 27,927 | 1,739 | 0.01% | 0.01% | 79 | +195 | 0.7% | Q1 2026 | Apr 27, 2026 |
| Tillman Hartley LLC | History | Added to | 27,532 | 1,715 | 0.43% | 0.41% | 80 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 27,403 | 1,707 | 0.55% | 0.6% | 81 | -3,622 | -11.67% | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 27,041 | 1,684 | 0.18% | 0.18% | 82 | -177 | -0.65% | Q1 2026 | Apr 14, 2026 |
| LAM GROUP, INC. | History | Added to | 25,875 | 1,612 | 0.89% | 0.65% | 83 | +6,540 | 33.82% | Q1 2026 | Apr 22, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 23,516 | 1,536 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 24,254 | 1,511 | 0.37% | 0.39% | 85 | -790 | -3.15% | Q1 2026 | Apr 20, 2026 |
| Value Investment Professionals, LLC | History | New | 12,842 | 1,418 | 1.3% | — | 86 | +12,842 | New | Q1 2026 | Apr 27, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 22,286 | 1,388 | 0.62% | 0.58% | 87 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,133 | 1,378 | 0.01% | 0.0% | 88 | +12,770 | 136.39% | Q1 2026 | May 15, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 21,183 | 1,319 | 0.79% | 0.63% | 89 | +4,745 | 28.87% | Q1 2026 | May 12, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 21,161 | 1,318 | 0.18% | — | 90 | +21,161 | New | Q1 2026 | May 12, 2026 |
| Factor Wealth Management LTD | History | Added to | 20,815 | 1,296 | 0.24% | 0.2% | 91 | +5,424 | 35.24% | Q1 2026 | Apr 20, 2026 |
| Centennial Bank/AR/ | History | Added to | 20,633 | 1,285 | 0.46% | 0.3% | 92 | +7,684 | 59.34% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,220 | 1,267 | 0.01% | 0.01% | 93 | +3,333 | 19.74% | Q1 2026 | Apr 07, 2026 |
| Frankly Finances, LLC | History | Added to | 19,930 | 1,241 | 1.12% | 1.11% | 94 | +70 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 19,825 | 1,235 | 0.32% | 0.31% | 95 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 19,691 | 1,226 | 1.01% | 1.07% | 96 | +109 | 0.56% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,343 | 1,205 | 0.0% | 0.0% | 97 | +9,440 | 95.32% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,341 | 1,142 | 0.0% | 0.0% | 98 | +11,205 | 157.02% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 17,664 | 1,100 | 0.06% | 0.06% | 99 | +11 | 0.06% | Q1 2026 | Apr 08, 2026 |
| CRA Financial Services, LLC | History | Added to | 16,862 | 1,050 | 0.14% | 0.12% | 100 | +620 | 3.82% | Q1 2026 | Apr 09, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 16,580 | 1,032 | 0.31% | 0.3% | 101 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 16,507 | 1,028 | 0.26% | 0.29% | 102 | -941 | -5.39% | Q1 2026 | Apr 28, 2026 |
| Tortoise Investment Management, LLC | History | No change | 15,943 | 993 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CURIO WEALTH, LLC | History | Added to | 15,854 | 987 | 0.34% | 0.28% | 104 | +2,775 | 21.22% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 15,753 | 981 | 0.01% | — | 105 | +15,753 | New | Q1 2026 | May 12, 2026 |
| EnRich Financial Partners LLC | History | Added to | 15,632 | 973 | 0.26% | 0.23% | 106 | +1,395 | 9.8% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,206 | 947 | 0.02% | 0.01% | 107 | +10,793 | 244.57% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,518 | 904 | 0.0% | 0.0% | 108 | +257 | 1.8% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | Added to | 14,506 | 904 | 0.02% | 0.02% | 109 | +21 | 0.14% | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | No change | 14,383 | 896 | 0.29% | 0.28% | 110 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 14,342 | 893 | 0.74% | 0.72% | 111 | +91 | 0.64% | Q1 2026 | Apr 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 14,295 | 890 | 0.47% | 0.42% | 112 | +1,283 | 9.86% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 13,565 | 845 | 0.01% | 0.01% | 113 | +651 | 5.04% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 13,344 | 831 | 0.0% | 0.0% | 114 | -456 | -3.3% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 12,496 | 778 | 0.02% | 0.02% | 115 | -525 | -4.03% | Q1 2026 | May 04, 2026 |
| Apeiron RIA LLC | History | Reduced | 12,280 | 765 | 0.18% | 0.17% | 116 | -881 | -6.69% | Q1 2026 | Apr 27, 2026 |
| Pearl Planning LLC | History | Added to | 11,305 | 704 | 0.38% | 0.39% | 117 | +387 | 3.54% | Q1 2026 | Apr 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 11,090 | 690 | 0.05% | 0.22% | 118 | -40,800 | -78.63% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,115 | 637 | 0.0% | 0.0% | 119 | +2,760 | 37.53% | Q1 2026 | Apr 08, 2026 |
| Maia Wealth LLC | History | Reduced | 10,067 | 627 | 0.11% | 0.11% | 120 | -1 | -0.01% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,201 | 625 | 0.0% | 0.0% | 121 | +3,861 | 60.9% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Reduced | 9,593 | 597 | 0.02% | 0.02% | 122 | -647 | -6.32% | Q1 2026 | May 06, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 9,271 | 577 | 0.59% | 0.57% | 123 | +8 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 9,105 | 567 | 0.32% | 0.3% | 124 | +483 | 5.6% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | New | 8,820 | 549 | 0.0% | — | 125 | +8,820 | New | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,131 | 506 | 0.0% | 0.0% | 126 | +4,048 | 99.14% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | Added to | 7,814 | 486 | 0.02% | 0.02% | 128 | +1,823 | 30.43% | Q1 2026 | Apr 29, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 7,240 | 486 | 0.03% | 0.03% | 127 | -448 | -5.83% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,740 | 482 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 7,107 | 477 | 0.05% | 0.05% | 130 | +44 | 0.62% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,432 | 462 | 0.02% | 0.02% | 131 | +161 | 2.21% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,985 | 435 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 6,928 | 431 | 0.01% | 0.01% | 133 | +1,009 | 17.05% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,681 | 416 | 0.01% | — | 134 | +6,681 | New | Q1 2026 | Apr 20, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 6,195 | 385 | 0.32% | 0.29% | 135 | +570 | 10.13% | Q1 2026 | Apr 21, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 6,100 | 380 | 0.06% | 0.05% | 136 | +975 | 19.02% | Q1 2026 | Apr 21, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 6,005 | 374 | 0.27% | 0.27% | 137 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 5,999 | 372 | 0.16% | 0.15% | 138 | +738 | 14.03% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 5,945 | 370 | 0.01% | 0.0% | 139 | +1,795 | 43.25% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,945 | 370 | 0.0% | 0.0% | 140 | +1,795 | 43.25% | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 5,856 | 364 | 0.16% | 0.15% | 141 | +64 | 1.1% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,606 | 349 | 0.0% | 0.0% | 142 | +952 | 20.46% | Q1 2026 | May 13, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,565 | 346 | 0.08% | 0.08% | 143 | -440 | -7.33% | Q1 2026 | May 14, 2026 |
| GEM Asset Management, LLC | History | Reduced | 5,553 | 345 | 0.15% | 0.15% | 144 | -128 | -2.25% | Q1 2026 | Apr 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,321 | 331 | 0.0% | — | 145 | +5,321 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,136 | 320 | 0.04% | 0.04% | 146 | -466 | -8.32% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | New | 5,094 | 317 | 0.0% | — | 147 | +5,094 | New | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,009 | 312 | 0.0% | 0.0% | 148 | +1,235 | 32.72% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 4,981 | 310 | 0.01% | — | 149 | +4,981 | New | Q1 2026 | May 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,963 | 309 | 0.0% | 0.0% | 150 | +1,751 | 54.51% | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 4,891 | 304 | 0.1% | 0.09% | 151 | +601 | 14.01% | Q1 2026 | Apr 15, 2026 |
| Destination Wealth Management | History | Reduced | 4,772 | 297 | 0.01% | 0.01% | 152 | -853 | -15.16% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,747 | 295 | 0.01% | 0.01% | 153 | -234 | -4.7% | Q1 2026 | May 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 4,735 | 294 | 0.12% | 0.11% | 154 | +20 | 0.42% | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | New | 4,584 | 285 | 0.24% | — | 155 | +4,584 | New | Q1 2026 | Apr 22, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 4,536 | 282 | 0.04% | 0.04% | 156 | +3 | 0.07% | Q1 2026 | Apr 22, 2026 |
| FineMark National Bank & Trust | History | No change | 4,553 | 267 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | New | 4,077 | 253 | 0.01% | — | 158 | +4,077 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,039 | 251 | 0.0% | 0.0% | 159 | -82 | -1.99% | Q1 2026 | May 12, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 3,883 | 241 | 0.05% | 0.05% | 160 | -438 | -10.14% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 3,867 | 240 | 0.03% | 0.03% | 161 | +212 | 5.8% | Q1 2026 | May 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 3,815 | 238 | 0.01% | — | 162 | +3,815 | New | Q1 2026 | May 15, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 3,820 | 237 | 0.18% | 0.17% | 163 | +63 | 1.68% | Q1 2026 | Jun 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,693 | 230 | 0.01% | 0.01% | 164 | -848 | -18.67% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | No change | 3,677 | 229 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Foundry Financial LLC | History | New | 3,436 | 214 | 0.09% | — | 167 | +3,436 | New | Q1 2026 | Apr 21, 2026 |
| Sequent Asset Management, LLC | History | No change | 3,637 | 214 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 3,580 | 210 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Seaside Wealth Management, Inc. | History | New | 3,351 | 208 | 0.06% | — | 169 | +3,351 | New | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,888 | 179 | 0.0% | — | 170 | +2,888 | New | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | New | 2,511 | 156 | 0.0% | — | 171 | +2,511 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,397 | 149 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 2,068 | 128 | 0.01% | — | 173 | +2,068 | New | Q1 2026 | Apr 28, 2026 |
| Delos Wealth Advisors, LLC | History | New | 2,029 | 126 | 0.07% | — | 174 | +2,029 | New | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | No change | 1,966 | 122 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Team Financial Group, LLC | History | Added to | 1,935 | 120 | 0.05% | 0.0% | 176 | +1,869 | 2831.82% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,925 | 116 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,810 | 112 | 0.0% | 0.0% | 178 | +125 | 7.42% | Q1 2026 | Jun 02, 2026 |
| Advisory Services Network, LLC | History | New | 1,650 | 102 | 0.0% | — | 179 | +1,650 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,672 | 98 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 1,274 | 79 | 0.0% | 0.0% | 181 | +416 | 48.48% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 1,167 | 72 | 0.0% | 0.0% | 182 | -99 | -7.82% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,033 | 64 | 0.01% | 0.01% | 183 | -186 | -15.26% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Added to | 973 | 60 | 0.0% | 0.0% | 184 | +619 | 174.86% | Q1 2026 | May 13, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 968 | 60 | 0.05% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 967 | 60 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 839 | 52 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 748 | 46 | 0.0% | 0.0% | 188 | +3 | 0.4% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 705 | 43 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 672 | 41 | 0.0% | 0.0% | 190 | +336 | 100.0% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 639 | 39 | 0.0% | 0.0% | 191 | -216 | -25.26% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 620 | 38 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| YANKCOM Partnership | History | No change | 500 | 31 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | No change | 426 | 26 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 428 | 25 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | No change | 408 | 25 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 392 | 24 | 0.0% | 0.0% | 197 | -78 | -16.6% | Q1 2026 | Apr 24, 2026 |
| American Capital Advisory, LLC | History | Reduced | 373 | 23 | 0.01% | 0.02% | 198 | -336 | -47.39% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 302 | 18 | 0.01% | — | 200 | +302 | New | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | No change | 295 | 18 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 276 | 17 | 0.0% | 0.05% | 201 | -1,915 | -87.4% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 276 | 17 | 0.0% | 0.0% | 202 | +1 | 0.36% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | No change | 252 | 16 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 222 | 13 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 209 | 13 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 166 | 10 | 0.0% | 0.0% | 206 | -274 | -62.27% | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 157 | 9 | 0.0% | — | 208 | +157 | New | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | No change | 160 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 140 | 8 | 0.0% | — | 211 | +140 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 139 | 8 | 0.0% | — | 210 | +139 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 130 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 115 | 7 | 0.0% | 0.0% | 213 | +44 | 61.97% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 132 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 108 | 6 | 0.0% | 0.0% | 215 | -299 | -73.46% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Added to | 109 | 6 | 0.0% | 0.0% | 214 | +47 | 75.81% | Q1 2026 | May 06, 2026 |
| Pacific Center for Financial Services | History | New | 62 | 3 | 0.0% | — | 218 | +62 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 49 | 3 | 0.0% | — | 217 | +49 | New | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 58 | 3 | 0.0% | 0.0% | 216 | +5 | 9.43% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 28 | 1 | 0.0% | — | 223 | +28 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 30 | 1 | 0.0% | 0.0% | 221 | +1 | 3.45% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | No change | 27 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wheelhouse Advisory Group LLC | History | Closed out | 0 | 0 | — | 6.27% | — | -160,205 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,339 | -100.0% | Q1 2026 | May 12, 2026 |
| BWM Planning, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,367 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Goepper Burkhardt LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,550 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,726 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,417 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |