Dimensional ETF Trust - DCOR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 46 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pure Financial Advisors, LLC | History | Added to | 2,180,949 | 160,583 | 29.19% | 2.48% | 1 | +18,517 | 0.86% | Q4 2025 | Mar 04, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 998,410 | 73,512 | 23.99% | 24.29% | 2 | -9,375 | -0.93% | Q4 2025 | Feb 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 870,286 | 64,079 | 2.36% | 1.36% | 3 | +79,028 | 9.99% | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | Added to | 721,936 | 53,156 | 4.29% | 3.72% | 4 | +90,552 | 14.34% | Q4 2025 | Feb 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 616,797 | 45,414 | 1.82% | 1.74% | 5 | +30,356 | 5.18% | Q4 2025 | Jan 20, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 615,168 | 45,294 | 7.29% | 6.92% | 6 | +65,944 | 12.01% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 595,558 | 43,850 | 0.21% | 0.19% | 7 | +67,535 | 12.79% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 519,915 | 38,281 | 0.5% | 0.19% | 8 | +340,782 | 190.24% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 482,892 | 35,555 | 0.35% | 0.32% | 9 | +50,451 | 11.67% | Q4 2025 | Feb 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 476,246 | 35,065 | 3.44% | 3.17% | 10 | +41,362 | 9.51% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 462,877 | 34,081 | 2.04% | 3.77% | 11 | -442,006 | -48.85% | Q4 2025 | Jan 20, 2026 |
| Annandale Capital, LLC | History | Added to | 443,455 | 32,652 | 3.87% | 4.96% | 12 | +38,254 | 9.44% | Q4 2025 | Feb 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 404,292 | 29,768 | 4.61% | 4.37% | 13 | +31,898 | 8.57% | Q4 2025 | Jan 21, 2026 |
| BCO Wealth Management LLC | History | Added to | 392,164 | 28,875 | 17.71% | 17.68% | 14 | +19,677 | 5.28% | Q4 2025 | Jan 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 386,104 | 28,565 | 7.16% | 7.32% | 15 | -600 | -0.16% | Q4 2025 | Jan 06, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 344,730 | 25,382 | 12.03% | 11.82% | 16 | +5,393 | 1.59% | Q4 2025 | Feb 10, 2026 |
| Sageworth Trust Co | History | Added to | 343,348 | 25,280 | 1.08% | 1.01% | 17 | +40,692 | 13.44% | Q4 2025 | Feb 03, 2026 |
| Betterment LLC | History | Added to | 342,376 | 25,209 | 0.05% | 0.04% | 18 | +32,289 | 10.41% | Q4 2025 | Feb 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 339,367 | 24,987 | 3.34% | 3.27% | 19 | +24,799 | 7.88% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 339,118 | 24,969 | 0.3% | 0.22% | 20 | +230 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Added to | 329,788 | 24,282 | 1.73% | 1.58% | 21 | +32,016 | 10.75% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 299,530 | 22,054 | 0.54% | 0.56% | 22 | -8,812 | -2.86% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Reduced | 297,201 | 21,882 | 7.83% | 8.42% | 23 | -5,039 | -1.67% | Q4 2025 | Feb 02, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 293,569 | 21,615 | 11.74% | 11.3% | 24 | +16,313 | 5.88% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 268,918 | 19,801 | 0.03% | 0.02% | 25 | +57,232 | 27.04% | Q4 2025 | Feb 17, 2026 |
| SageOak Financial, LLC | History | Reduced | 264,499 | 19,475 | 14.09% | 14.3% | 26 | -5,749 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 247,000 | 18,187 | 0.05% | 0.05% | 27 | +9,375 | 3.95% | Q4 2025 | Feb 05, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 236,146 | 17,387 | 3.79% | 3.32% | 28 | +7,756 | 3.4% | Q4 2025 | Feb 02, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 224,850 | 16,555 | 1.86% | 1.99% | 29 | -2,255 | -0.99% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 217,705 | 16,029 | 0.12% | 0.12% | 30 | +7,832 | 3.73% | Q4 2025 | Feb 12, 2026 |
| Altiora Financial Group, LLC | History | Added to | 207,528 | 15,280 | 2.63% | 2.64% | 31 | +6,530 | 3.25% | Q4 2025 | Feb 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 199,718 | 14,705 | 5.08% | 5.66% | 32 | -29 | -0.01% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,972 | 14,134 | 0.02% | 0.02% | 33 | +22,995 | 13.61% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 185,283 | 13,642 | 0.0% | 0.0% | 34 | +18,147 | 10.86% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 181,872 | 13,391 | 0.02% | 0.01% | 35 | +34,013 | 23.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 168,430 | 12,401 | 0.46% | 0.46% | 36 | +8,145 | 5.08% | Q4 2025 | Feb 06, 2026 |
| B&D White Capital Company, LLC | History | Added to | 150,023 | 11,046 | 1.28% | 1.38% | 37 | +297 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 139,272 | 10,254 | 1.57% | 1.5% | 38 | +11,910 | 9.35% | Q4 2025 | Feb 03, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 136,859 | 10,076 | 9.65% | — | 39 | +136,859 | New | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 134,300 | 9,889 | 0.02% | — | 40 | +134,300 | New | Q4 2025 | Feb 05, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 130,217 | 9,587 | 1.46% | 1.53% | 41 | -2,631 | -1.98% | Q4 2025 | Jan 30, 2026 |
| M Holdings Securities, Inc. | History | Added to | 127,606 | 9,396 | 0.67% | 0.24% | 42 | +111,674 | 700.94% | Q4 2025 | Feb 11, 2026 |
| ABLE Financial Group, LLC | History | Added to | 120,452 | 8,868 | 1.8% | 1.7% | 43 | +11,123 | 10.17% | Q4 2025 | Jan 23, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 117,823 | 8,675 | 6.75% | — | 44 | +117,823 | New | Q4 2025 | Mar 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 115,425 | 8,562 | 0.32% | 0.51% | 45 | +1,181 | 1.03% | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 115,134 | 8,477 | 1.87% | 1.91% | 46 | +1,461 | 1.29% | Q4 2025 | Jan 29, 2026 |
| Prospect Financial Group LLC | History | Reduced | 114,772 | 8,450 | 7.86% | 8.14% | 47 | -1,040 | -0.9% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 112,709 | 8,298 | 0.09% | 0.09% | 48 | +30,975 | 37.9% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 111,943 | 8,242 | 0.07% | 0.05% | 49 | +22,532 | 25.2% | Q4 2025 | Jan 05, 2026 |
| Truepoint, Inc. | History | Added to | 111,442 | 8,205 | 0.18% | 0.17% | 50 | +9,061 | 8.85% | Q4 2025 | Feb 11, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 107,517 | 7,916 | 0.92% | 0.91% | 51 | +1,631 | 1.54% | Q4 2025 | Jan 15, 2026 |
| Aspen Capital Management, LLC | History | Added to | 105,196 | 7,745 | 1.92% | 1.85% | 52 | +4,274 | 4.23% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 102,241 | 7,528 | 0.05% | 0.05% | 53 | +9,353 | 10.07% | Q4 2025 | Jan 28, 2026 |
| Essential Planning, LLC. | History | Added to | 101,515 | 7,474 | 2.38% | 1.77% | 54 | +30,000 | 41.95% | Q4 2025 | Jan 15, 2026 |
| BDFS Capital LLC | History | New | 96,647 | 7,116 | 3.59% | — | 55 | +96,647 | New | Q4 2025 | Feb 26, 2026 |
| XY Planning Network, Inc. | History | Added to | 96,059 | 7,072 | 1.23% | 0.3% | 56 | +82,881 | 628.93% | Q4 2025 | Jan 26, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 95,956 | 7,065 | 5.77% | 5.12% | 57 | +20,508 | 27.18% | Q4 2025 | Jan 30, 2026 |
| Cloud Capital Management, LLC | History | Added to | 91,742 | 6,754 | 3.19% | 2.55% | 58 | +24,625 | 36.69% | Q4 2025 | Feb 12, 2026 |
| WorthPointe, LLC | History | Added to | 86,370 | 6,359 | 1.67% | 0.69% | 59 | +60,769 | 237.37% | Q4 2025 | Jan 26, 2026 |
| Plancorp, LLC | History | No change | 86,025 | 6,334 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 81,134 | 5,973 | 0.42% | 0.47% | 61 | -1,156 | -1.4% | Q4 2025 | Jan 21, 2026 |
| ENTREWEALTH, LLC | History | No change | 75,440 | 5,769 | 2.6% | 2.79% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | No change | 75,440 | 5,661 | 0.84% | 0.85% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 74,436 | 5,480 | 0.74% | — | 64 | +74,436 | New | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | No change | 70,633 | 5,200 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 67,576 | 4,975 | 0.02% | 0.01% | 66 | +30,545 | 82.48% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 66,364 | 4,886 | 0.04% | 0.03% | 67 | -17,002 | -20.39% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 64,859 | 4,775 | 0.26% | 0.28% | 68 | -5,929 | -8.38% | Q4 2025 | Jan 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 63,284 | 4,659 | 1.03% | 0.89% | 69 | +8,635 | 15.8% | Q4 2025 | Feb 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 63,039 | 4,641 | 0.26% | 0.27% | 70 | -12 | -0.02% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 62,578 | 4,607 | 0.02% | — | 71 | +62,578 | New | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | Added to | 60,899 | 4,483 | 0.16% | 0.18% | 72 | +9,091 | 17.55% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,985 | 4,416 | 0.0% | 0.0% | 73 | +50,075 | 505.3% | Q4 2025 | Feb 18, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 57,371 | 4,224 | 1.29% | 1.54% | 74 | -3,498 | -5.75% | Q4 2025 | Jan 20, 2026 |
| LPL Financial LLC | History | Added to | 52,215 | 3,844 | 0.0% | 0.0% | 75 | +9,278 | 21.61% | Q4 2025 | Feb 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 51,770 | 3,811 | 0.98% | 0.98% | 76 | +1,728 | 3.45% | Q4 2025 | Jan 23, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 51,383 | 3,783 | 1.68% | 1.35% | 77 | +12,434 | 31.92% | Q4 2025 | Jan 16, 2026 |
| Amicus Financial Advisors, LLC | History | New | 47,986 | 3,533 | 0.99% | — | 78 | +47,986 | New | Q4 2025 | Mar 02, 2026 |
| Burton Enright Welch | History | Reduced | 45,128 | 3,322 | 0.47% | 0.49% | 79 | -83 | -0.18% | Q4 2025 | Feb 13, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 44,468 | 3,274 | 1.29% | 1.3% | 80 | +1,659 | 3.88% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 44,050 | 3,243 | 0.0% | 0.0% | 81 | -473 | -1.06% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 43,340 | 3,191 | 0.08% | 0.09% | 82 | -5,758 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 43,306 | 3,188 | 0.0% | 0.0% | 83 | +4,352 | 11.17% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 40,898 | 3,011 | 0.11% | 0.1% | 84 | +4,346 | 11.89% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 39,625 | 2,917 | 0.02% | 0.01% | 85 | +16,176 | 68.98% | Q4 2025 | Feb 18, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 38,490 | 2,834 | 0.93% | 1.0% | 86 | -1,688 | -4.2% | Q4 2025 | Feb 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 36,619 | 2,696 | 0.88% | 1.07% | 87 | +392 | 1.08% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 34,064 | 2,508 | 0.12% | 0.14% | 88 | -2,920 | -7.9% | Q4 2025 | Jan 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 34,013 | 2,504 | 0.03% | 0.03% | 89 | +1 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 32,807 | 2,415 | 0.43% | 0.35% | 90 | +6,734 | 25.83% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 31,095 | 2,289 | 0.03% | 0.02% | 91 | +8,417 | 37.12% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,893 | 2,201 | 0.05% | 0.05% | 92 | +653 | 2.23% | Q4 2025 | Jan 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 29,311 | 2,158 | 0.21% | 0.22% | 93 | +5,901 | 25.21% | Q4 2025 | Jan 22, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 29,237 | 2,152 | 0.76% | 0.08% | 94 | +26,168 | 852.66% | Q4 2025 | Jan 13, 2026 |
| Foundry Financial LLC | History | New | 28,538 | 2,101 | 1.1% | — | 95 | +28,538 | New | Q4 2025 | Feb 17, 2026 |
| STAR Financial Bank | History | Added to | 27,695 | 2,039 | 1.04% | 1.03% | 96 | +3,483 | 14.39% | Q4 2025 | Feb 13, 2026 |
| Note Advisors, LLC | History | Added to | 26,409 | 1,981 | 1.02% | 1.01% | 97 | +2,753 | 11.64% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 24,972 | 1,838 | 0.03% | 0.02% | 98 | +10,406 | 71.44% | Q4 2025 | Feb 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 24,875 | 1,831 | 0.83% | 0.88% | 99 | -516 | -2.03% | Q4 2025 | Jan 26, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 24,497 | 1,803 | 0.31% | 0.12% | 100 | +14,456 | 143.97% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 23,616 | 1,738 | 0.0% | — | 101 | +23,616 | New | Q4 2025 | Feb 17, 2026 |
| Goodman Financial Corp | History | Reduced | 23,458 | 1,727 | 0.33% | 0.33% | 102 | -142 | -0.6% | Q4 2025 | Jan 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 22,867 | 1,683 | 0.01% | — | 103 | +22,867 | New | Q4 2025 | Jan 30, 2026 |
| BluePrint Investing LLC | History | New | 22,471 | 1,654 | 1.32% | — | 104 | +22,471 | New | Q4 2025 | Feb 05, 2026 |
| Onyx Financial Advisors, LLC | History | Reduced | 20,582 | 1,515 | 0.64% | 0.66% | 105 | -17 | -0.08% | Q4 2025 | Jan 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 20,419 | 1,503 | 0.54% | 0.53% | 106 | +27 | 0.13% | Q4 2025 | Jan 22, 2026 |
| marrick wealth, LLC | History | New | 20,309 | 1,495 | 1.22% | — | 107 | +20,309 | New | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management, Inc. | History | New | 20,140 | 1,488 | 1.3% | — | 108 | +20,140 | New | Q4 2025 | Feb 20, 2026 |
| WPWealth LLP | History | Reduced | 19,493 | 1,435 | 0.22% | 0.23% | 109 | -453 | -2.27% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 19,048 | 1,402 | 0.0% | 0.0% | 110 | -706 | -3.57% | Q4 2025 | Feb 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 17,417 | 1,282 | 0.35% | 0.21% | 111 | -238 | -1.35% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,040 | 1,181 | 0.02% | 0.02% | 112 | -282 | -1.73% | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | Added to | 15,510 | 1,171 | 0.04% | 0.01% | 113 | +11,691 | 306.13% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Added to | 15,783 | 1,162 | 0.02% | 0.02% | 114 | +23 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 14,087 | 1,037 | 0.3% | 0.27% | 115 | +43 | 0.31% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 13,745 | 1,012 | 0.13% | — | 116 | +13,745 | New | Q4 2025 | Feb 04, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 13,649 | 1,004 | 0.66% | 0.58% | 117 | +1,490 | 12.25% | Q4 2025 | Jan 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 13,062 | 961 | 0.36% | 0.39% | 118 | -836 | -6.02% | Q4 2025 | Jan 08, 2026 |
| Signal Advisors Wealth, LLC | History | New | 12,745 | 938 | 0.07% | — | 119 | +12,745 | New | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,683 | 933 | 0.01% | 0.01% | 120 | +2,023 | 18.98% | Q4 2025 | Jan 26, 2026 |
| Evanson Asset Management, LLC | History | Added to | 12,208 | 898 | 0.05% | 0.05% | 121 | +537 | 4.6% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,083 | 889 | 0.0% | 0.0% | 122 | +3,549 | 41.59% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,869 | 880 | 0.06% | 0.07% | 123 | -1,034 | -8.01% | Q4 2025 | Jan 15, 2026 |
| Sigma Planning Corp | History | New | 11,485 | 845 | 0.02% | — | 124 | +11,485 | New | Q4 2025 | Jan 30, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 11,163 | 837 | 0.43% | 0.32% | 125 | +3,462 | 44.96% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,950 | 806 | 0.01% | 0.01% | 126 | +965 | 9.66% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,885 | 801 | 0.0% | 0.0% | 127 | +5,140 | 89.47% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 10,761 | 792 | 0.11% | 0.12% | 128 | +415 | 4.01% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 10,723 | 790 | 0.0% | 0.0% | 129 | +125 | 1.18% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,012 | 737 | 0.02% | 0.01% | 130 | +2,215 | 28.41% | Q4 2025 | Feb 11, 2026 |
| Financial Symmetry Inc | History | Added to | 9,686 | 713 | 0.29% | 0.25% | 131 | +1,938 | 25.01% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,366 | 689 | 0.01% | 0.04% | 132 | -23,067 | -71.12% | Q4 2025 | Feb 05, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,290 | 684 | 0.29% | 0.32% | 133 | -814 | -8.06% | Q4 2025 | Jan 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 9,250 | 681 | 0.02% | 0.03% | 134 | -1 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,084 | 668 | 0.0% | 0.0% | 135 | -24,638 | -73.06% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 8,988 | 661 | 0.04% | — | 136 | +8,988 | New | Q4 2025 | Feb 04, 2026 |
| AlphaStar Capital Management, LLC | History | New | 8,335 | 613 | 0.04% | — | 137 | +8,335 | New | Q4 2025 | Feb 02, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 8,279 | 609 | 0.09% | — | 138 | +8,279 | New | Q4 2025 | Feb 10, 2026 |
| Stirlingshire Investments, Inc. | History | New | 8,210 | 604 | 0.54% | — | 139 | +8,210 | New | Q4 2025 | Feb 11, 2026 |
| Greenspring Advisors, LLC | History | New | 7,419 | 546 | 0.03% | — | 140 | +7,419 | New | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,203 | 530 | 0.0% | — | 141 | +7,203 | New | Q4 2025 | Feb 18, 2026 |
| MASECO LLP | History | Added to | 7,066 | 520 | 0.02% | 0.02% | 142 | +18 | 0.26% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,025 | 517 | 0.0% | 0.0% | 143 | -160 | -2.23% | Q4 2025 | Feb 11, 2026 |
| Yardley Wealth Management LLC | History | No change | 6,788 | 499 | 0.27% | 0.27% | 144 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,633 | 488 | 0.01% | 0.01% | 145 | -1,004 | -13.15% | Q4 2025 | Feb 06, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 6,599 | 485 | 0.13% | 0.13% | 146 | +7 | 0.11% | Q4 2025 | Feb 06, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 6,318 | 465 | 0.28% | 0.28% | 147 | -201 | -3.08% | Q4 2025 | Jan 26, 2026 |
| Selective Wealth Management, Inc. | History | New | 5,928 | 448 | 0.14% | — | 148 | +5,928 | New | Q4 2025 | Jan 16, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 6,067 | 446 | 0.13% | 0.05% | 149 | +3,653 | 151.33% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 5,900 | 434 | 0.26% | 0.29% | 150 | -459 | -7.22% | Q4 2025 | Feb 02, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 5,590 | 411 | 0.21% | 0.23% | 151 | -52 | -0.92% | Q4 2025 | Jan 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,560 | 409 | 0.05% | 0.05% | 152 | +1,610 | 40.76% | Q4 2025 | Feb 13, 2026 |
| First Financial Group Corp | History | Added to | 5,495 | 404 | 0.34% | 0.3% | 153 | +620 | 12.72% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | No change | 5,452 | 401 | 0.01% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 5,368 | 395 | 0.15% | 0.15% | 156 | +19 | 0.36% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,265 | 395 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 5,238 | 385 | 0.02% | 0.02% | 157 | +50 | 0.96% | Q4 2025 | Jan 26, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 4,824 | 355 | 0.18% | 0.24% | 158 | -1,183 | -19.69% | Q4 2025 | Jan 14, 2026 |
| Claris Financial LLC | History | Added to | 4,780 | 351 | 0.19% | 0.17% | 159 | +514 | 12.05% | Q4 2025 | Feb 19, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 4,472 | 329 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GEM Asset Management, LLC | History | Added to | 4,340 | 324 | 0.14% | 0.15% | 161 | +11 | 0.25% | Q4 2025 | Jan 09, 2026 |
| StrongBox Wealth, LLC | History | No change | 4,392 | 323 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,379 | 322 | 0.23% | 0.21% | 163 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Simplicity Wealth,LLC | History | New | 4,354 | 320 | 0.02% | — | 164 | +4,354 | New | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,200 | 309 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,852 | 283 | 0.05% | 0.05% | 166 | -420 | -9.83% | Q4 2025 | Feb 03, 2026 |
| Financial Harvest, LLC | History | No change | 3,777 | 278 | 0.17% | 0.18% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,639 | 267 | 0.2% | 0.21% | 168 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Added to | 3,569 | 262 | 0.01% | 0.01% | 169 | +135 | 3.93% | Q4 2025 | Jan 06, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 3,523 | 259 | 0.16% | 0.16% | 170 | +136 | 4.02% | Q4 2025 | Jan 23, 2026 |
| Exeter Financial, LLC | History | New | 3,508 | 258 | 0.11% | — | 171 | +3,508 | New | Q4 2025 | Jan 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 3,383 | 249 | 0.0% | — | 172 | +3,383 | New | Q4 2025 | Feb 05, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 3,382 | 249 | 0.03% | — | 173 | +3,382 | New | Q4 2025 | Jan 15, 2026 |
| Warwick Investment Management, Inc. | History | No change | 3,214 | 236 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pacific Asset Management, LLC | History | No change | 3,135 | 230 | 0.14% | 0.15% | 175 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 3,019 | 222 | 0.06% | 0.06% | 176 | -1 | -0.03% | Q4 2025 | Jan 06, 2026 |
| Arax Advisory Partners | History | New | 2,855 | 210 | 0.01% | — | 177 | +2,855 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | New | 2,766 | 203 | 0.0% | — | 178 | +2,766 | New | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 2,107 | 155 | 0.0% | 0.0% | 179 | +1,776 | 536.56% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,749 | 128 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 1,640 | 120 | 0.0% | 0.0% | 181 | +1,463 | 826.55% | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,566 | 115 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Added to | 1,409 | 103 | 0.0% | 0.0% | 183 | +1,041 | 282.88% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | No change | 1,287 | 94 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | Reduced | 998 | 73 | 0.01% | 0.02% | 185 | -1,184 | -54.26% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 977 | 71 | 0.0% | 0.0% | 186 | +137 | 16.31% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 920 | 67 | 0.0% | 0.0% | 187 | +477 | 107.67% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 881 | 64 | 0.0% | 0.0% | 188 | +467 | 112.8% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 825 | 60 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 809 | 59 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RHL GROUP, LLC | History | New | 628 | 46 | 0.04% | — | 192 | +628 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Added to | 627 | 46 | 0.01% | 0.01% | 191 | +1 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 498 | 36 | 0.02% | 0.02% | 193 | +92 | 22.66% | Q4 2025 | Feb 18, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 328 | 24 | 0.01% | — | 194 | +328 | New | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | No change | 249 | 18 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | New | 129 | 9 | 0.0% | — | 196 | +129 | New | Q4 2025 | Feb 18, 2026 |
| Key Capital Management, INC | History | New | 66 | 4 | 0.0% | — | 199 | +66 | New | Q4 2025 | Jan 26, 2026 |
| VSM Wealth Advisory, LLC | History | New | 62 | 4 | 0.0% | — | 198 | +62 | New | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 57 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 44 | 3 | 0.0% | — | 200 | +44 | New | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 43 | 3 | 0.0% | 0.0% | 201 | -16 | -27.12% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,889 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,847 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,727 | -100.0% | Q3 2025 | Oct 09, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,472 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.08% | — | -3,617 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,497 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,128 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,878 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Nov 20, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |