Dimensional ETF Trust - DCOR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pure Financial Advisors, LLC | History | Reduced | 2,195,146 | 179,958 | 2.29% | 2.31% | 1 | -37,702 | -1.69% | Q2 2026 | Aug 14, 2026 |
| Bernicke Wealth Management, Ltd. | History | Added to | 1,978,011 | 162,157 | 18.83% | 18.23% | 2 | +20,048 | 1.02% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,176,212 | 96,425 | 1.79% | 1.63% | 3 | +154,489 | 15.12% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | Added to | 1,071,907 | 87,874 | 7.07% | 6.32% | 4 | +82,430 | 8.33% | Q2 2026 | Jul 14, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 1,048,990 | 85,996 | 24.58% | 23.37% | 5 | -14,052 | -1.32% | Q2 2026 | Aug 05, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 894,764 | 73,352 | 7.26% | 6.72% | 6 | +63,441 | 7.63% | Q2 2026 | Jul 08, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 726,297 | 59,541 | 8.32% | 7.47% | 7 | +54,641 | 8.14% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 664,264 | 54,456 | 1.97% | 1.85% | 8 | +23,325 | 3.64% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 624,972 | 51,235 | 0.53% | 0.53% | 9 | +30,958 | 5.21% | Q2 2026 | Aug 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 567,396 | 46,515 | 3.82% | 3.55% | 10 | +48,281 | 9.3% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 544,143 | 44,608 | 0.2% | 0.22% | 11 | -114,078 | -17.33% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 540,704 | 44,326 | 0.37% | 0.36% | 12 | +23,748 | 4.59% | Q2 2026 | Aug 06, 2026 |
| Annandale Capital, LLC | History | Added to | 503,749 | 41,297 | 5.64% | 4.44% | 13 | +67,331 | 15.43% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 461,690 | 37,849 | 1.87% | 1.96% | 14 | -16,458 | -3.44% | Q2 2026 | Jul 20, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 452,203 | 37,071 | 4.92% | 4.61% | 15 | +28,282 | 6.67% | Q2 2026 | Aug 04, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 407,966 | 33,445 | 3.78% | 3.81% | 16 | -1,373 | -0.34% | Q2 2026 | Jul 22, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 405,324 | 33,228 | 13.26% | 12.3% | 17 | +22,880 | 5.98% | Q2 2026 | Jul 20, 2026 |
| BCO Wealth Management LLC | History | Added to | 405,069 | 33,207 | 18.11% | 17.24% | 18 | +6,869 | 1.73% | Q2 2026 | Jul 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 400,422 | 32,986 | 7.13% | 6.88% | 19 | +5,422 | 1.37% | Q2 2026 | Jul 14, 2026 |
| Hardy Reed LLC | History | Added to | 397,070 | 32,551 | 2.09% | 1.84% | 20 | +46,427 | 13.24% | Q2 2026 | Aug 03, 2026 |
| Sageworth Trust Co | History | Added to | 372,379 | 30,527 | 1.2% | 1.13% | 21 | +6,946 | 1.9% | Q2 2026 | Jul 28, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 347,773 | 28,510 | 19.75% | — | 22 | +347,773 | New | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Reduced | 341,912 | 28,030 | 0.05% | 0.05% | 23 | -1,210 | -0.35% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 341,244 | 27,975 | 0.57% | 0.55% | 24 | +10,943 | 3.31% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 336,503 | 27,586 | 0.18% | 0.2% | 25 | -4,201 | -1.23% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 336,258 | 27,566 | 0.01% | 0.01% | 26 | +40,878 | 13.84% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 330,075 | 27,061 | 0.03% | 0.02% | 27 | +138,887 | 72.64% | Q2 2026 | Aug 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 329,785 | 27,035 | 12.6% | 11.92% | 28 | +12,454 | 3.92% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 298,555 | 24,476 | 0.06% | 0.05% | 29 | +36,842 | 14.08% | Q2 2026 | Jul 27, 2026 |
| Vantage Point Financial LLC | History | Reduced | 284,211 | 23,299 | 7.1% | 7.62% | 30 | -17,033 | -5.65% | Q2 2026 | Aug 14, 2026 |
| SageOak Financial, LLC | History | Added to | 271,900 | 22,290 | 14.5% | 13.68% | 31 | +1,707 | 0.63% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Added to | 268,947 | 22,047 | 0.02% | 0.02% | 32 | +31,550 | 13.29% | Q2 2026 | Aug 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 249,842 | 20,482 | 4.17% | 3.94% | 33 | -3,714 | -1.46% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 231,715 | 18,995 | 0.15% | 0.14% | 34 | +7,555 | 3.37% | Q2 2026 | Aug 14, 2026 |
| Altiora Financial Group, LLC | History | Added to | 223,160 | 18,294 | 2.88% | 2.65% | 35 | +235 | 0.11% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 211,734 | 17,357 | 0.02% | 0.02% | 36 | +6,265 | 3.05% | Q2 2026 | Jul 29, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 194,121 | 15,914 | 3.91% | 1.3% | 37 | +128,741 | 196.91% | Q2 2026 | Jul 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 193,799 | 15,887 | 4.26% | 4.52% | 38 | -4,498 | -2.27% | Q2 2026 | Jul 09, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 178,804 | 14,658 | 10.3% | 8.28% | 39 | +27,430 | 18.12% | Q2 2026 | Aug 11, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 166,389 | 13,638 | 2.53% | 2.57% | 40 | +879 | 0.53% | Q2 2026 | Aug 05, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 162,743 | 13,341 | 1.79% | 1.84% | 41 | -5,493 | -3.27% | Q2 2026 | Jul 29, 2026 |
| Essential Planning, LLC. | History | Added to | 162,396 | 13,313 | 3.76% | 3.12% | 42 | +26,062 | 19.12% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 155,897 | 12,780 | 0.1% | 0.11% | 43 | -510 | -0.33% | Q2 2026 | Jul 17, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 154,034 | 12,627 | 1.73% | 1.66% | 44 | -522 | -0.34% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 153,132 | 12,553 | 0.42% | 0.37% | 45 | -16,139 | -9.53% | Q2 2026 | Jul 24, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 151,842 | 12,448 | 10.42% | 9.89% | 46 | +3,979 | 2.69% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 145,118 | 11,897 | 0.07% | 0.07% | 47 | +20,259 | 16.23% | Q2 2026 | Jul 20, 2026 |
| B&D White Capital Company, LLC | History | No change | 140,042 | 11,480 | 1.14% | 1.25% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 135,279 | 11,033 | 1.51% | 0.76% | 49 | -5,996 | -4.24% | Q2 2026 | Aug 11, 2026 |
| Aspen Capital Management, LLC | History | Added to | 128,126 | 10,503 | 2.32% | 2.1% | 50 | +10,286 | 8.73% | Q2 2026 | Aug 04, 2026 |
| Truepoint, Inc. | History | Added to | 123,898 | 10,157 | 0.21% | 0.2% | 51 | +541 | 0.44% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | Added to | 119,331 | 9,782 | 1.23% | 1.23% | 52 | +13,112 | 12.34% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 118,700 | 9,731 | 0.01% | — | 53 | +118,700 | New | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 115,935 | 9,455 | 0.31% | 0.29% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 113,387 | 9,295 | 1.56% | 1.61% | 55 | -724 | -0.63% | Q2 2026 | Jul 22, 2026 |
| Prospect Financial Group LLC | History | Reduced | 112,825 | 9,249 | 7.45% | 7.55% | 56 | -620 | -0.55% | Q2 2026 | Aug 06, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 111,540 | 9,144 | 5.64% | 5.5% | 57 | +15,201 | 15.78% | Q2 2026 | Jul 28, 2026 |
| BDFS Capital LLC | History | Added to | 111,492 | 9,140 | 3.97% | 3.56% | 58 | +8,943 | 8.72% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 103,984 | 8,524 | 1.12% | 1.05% | 59 | +13,700 | 15.17% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | Added to | 102,752 | 8,423 | 0.24% | 0.22% | 60 | +26,037 | 33.94% | Q2 2026 | Aug 03, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 101,762 | 8,342 | 0.36% | 0.36% | 61 | -1,001 | -0.97% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 100,309 | 8,223 | 0.05% | 0.05% | 62 | -2,374 | -2.31% | Q2 2026 | Jul 29, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 99,273 | 8,138 | 0.82% | 0.81% | 63 | +1,436 | 1.47% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,467 | 7,826 | 0.03% | 0.02% | 64 | +11,268 | 13.38% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 94,386 | 7,737 | 0.0% | 0.0% | 65 | +24,642 | 35.33% | Q2 2026 | Aug 07, 2026 |
| Integras Partners LLC | History | Reduced | 89,498 | 7,337 | 4.05% | 4.27% | 66 | -590 | -0.65% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | New | 86,550 | 7,095 | 0.08% | — | 67 | +86,550 | New | Q2 2026 | Aug 10, 2026 |
| Plancorp, LLC | History | No change | 86,025 | 7,086 | 0.17% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 83,536 | 6,848 | 2.5% | 2.68% | 69 | -1,710 | -2.01% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,516 | 6,518 | 0.0% | 0.0% | 70 | +8,299 | 11.65% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | Reduced | 78,812 | 6,461 | 1.62% | 1.72% | 71 | -9,142 | -10.39% | Q2 2026 | Jul 31, 2026 |
| ENTREWEALTH, LLC | History | No change | 75,440 | 6,384 | 2.37% | 2.44% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 76,913 | 6,305 | 0.01% | 0.0% | 73 | +17,213 | 28.83% | Q2 2026 | Aug 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 76,428 | 6,265 | 1.24% | 1.02% | 74 | +12,064 | 18.74% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 76,235 | 6,249 | 0.0% | — | 75 | +76,235 | New | Q2 2026 | Aug 14, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 76,109 | 6,248 | 1.64% | 0.88% | 76 | +37,920 | 99.3% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 73,832 | 6,052 | 0.37% | 0.4% | 77 | -2,876 | -3.75% | Q2 2026 | Jul 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 71,289 | 5,844 | 0.28% | 0.25% | 78 | +4,135 | 6.16% | Q2 2026 | Jul 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 71,170 | 5,834 | 0.25% | 0.27% | 79 | +1,521 | 2.18% | Q2 2026 | Jul 29, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 70,691 | 5,795 | 1.98% | 1.69% | 80 | +14,782 | 26.44% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | Reduced | 70,633 | 5,790 | 0.01% | 0.01% | 81 | -945 | -1.32% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 67,138 | 5,503 | 0.02% | 0.02% | 82 | +4,993 | 8.03% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | Added to | 65,306 | 5,411 | 0.57% | 0.55% | 83 | +804 | 1.25% | Q2 2026 | Aug 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 65,872 | 5,400 | 0.93% | 0.67% | 84 | +15,102 | 29.75% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 64,941 | 5,323 | 0.06% | — | 85 | +64,941 | New | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 64,537 | 5,290 | 0.03% | 0.04% | 86 | -1,825 | -2.75% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 63,621 | 5,215 | 0.02% | 0.02% | 87 | +21,891 | 52.46% | Q2 2026 | Aug 18, 2026 |
| Investment Advisory Group, LLC | History | Added to | 61,020 | 5,002 | 1.09% | 1.08% | 88 | +2,085 | 3.54% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 59,845 | 4,906 | 0.17% | 0.07% | 89 | +42,203 | 239.22% | Q2 2026 | Aug 06, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 57,371 | 4,703 | 1.23% | 1.27% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 56,412 | 4,624 | 1.7% | 1.39% | 91 | +9,759 | 20.92% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 54,940 | 4,503 | 0.1% | 0.08% | 92 | +8,360 | 17.95% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 51,976 | 4,260 | 0.07% | — | 93 | +51,976 | New | Q2 2026 | Aug 06, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 48,762 | 4,019 | 1.08% | 1.02% | 94 | +2,799 | 6.09% | Q2 2026 | Aug 10, 2026 |
| Burton Enright Welch | History | Reduced | 47,278 | 3,875 | 0.46% | 0.49% | 95 | -2,344 | -4.72% | Q2 2026 | Jul 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 46,780 | 3,835 | 0.12% | 0.12% | 96 | -255 | -0.54% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,295 | 3,795 | 0.0% | 0.0% | 97 | +87 | 0.19% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,370 | 3,473 | 0.0% | 0.0% | 98 | +6,699 | 18.78% | Q2 2026 | Aug 14, 2026 |
| Outbound Financial Inc | History | Reduced | 41,871 | 3,432 | 2.22% | 2.32% | 99 | -1,121 | -2.61% | Q2 2026 | Jul 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 40,920 | 3,354 | 0.53% | 0.48% | 100 | +2,476 | 6.44% | Q2 2026 | Aug 06, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 36,914 | 3,026 | 0.87% | 0.9% | 101 | -1,648 | -4.27% | Q2 2026 | Jul 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 34,014 | 2,788 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 33,901 | 2,779 | 0.04% | 0.04% | 103 | +1,032 | 3.14% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,573 | 2,752 | 0.04% | 0.03% | 104 | +3,839 | 12.91% | Q2 2026 | Jul 15, 2026 |
| Note Advisors, LLC | History | Added to | 33,347 | 2,733 | 1.19% | 1.09% | 105 | +3,053 | 10.08% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 33,309 | 2,730 | 0.0% | 0.0% | 106 | +14,617 | 78.2% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 32,441 | 2,659 | 0.03% | 0.03% | 107 | +352 | 1.1% | Q2 2026 | Aug 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 31,898 | 2,614 | 0.75% | 2.68% | 108 | -78,777 | -71.18% | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 30,645 | 2,512 | 0.03% | 0.04% | 109 | +3,511 | 12.94% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 30,252 | 2,480 | 0.05% | 0.05% | 110 | +53 | 0.18% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 29,749 | 2,438 | 0.05% | 0.03% | 111 | +13,850 | 87.11% | Q2 2026 | Aug 03, 2026 |
| BROWN ADVISORY INC | History | New | 27,375 | 2,244 | 0.0% | — | 112 | +27,375 | New | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 30,561 | 2,202 | 0.09% | 0.12% | 113 | -3,503 | -10.28% | Q2 2026 | Jul 09, 2026 |
| BluePrint Investing LLC | History | Added to | 26,215 | 2,149 | 1.61% | 1.32% | 114 | +3,222 | 14.01% | Q2 2026 | Jul 17, 2026 |
| Lakewood Asset Management LLC | History | Added to | 25,942 | 2,126 | 1.17% | 0.3% | 115 | +19,472 | 300.96% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 24,947 | 2,087 | 0.12% | 0.19% | 116 | -8,104 | -24.52% | Q2 2026 | Aug 10, 2026 |
| marrick wealth, LLC | History | Added to | 25,227 | 2,068 | 1.47% | 1.38% | 117 | +2,517 | 11.08% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,882 | 2,039 | 0.0% | 0.0% | 118 | +354 | 1.44% | Q2 2026 | Aug 19, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 24,069 | 1,973 | 0.82% | 0.82% | 119 | -257 | -1.06% | Q2 2026 | Aug 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 23,660 | 1,939 | 0.6% | 0.58% | 120 | +354 | 1.52% | Q2 2026 | Jul 30, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 23,536 | 1,929 | 0.75% | 0.64% | 121 | +4,566 | 24.07% | Q2 2026 | Aug 10, 2026 |
| Goodman Financial Corp | History | No change | 23,458 | 1,923 | 0.3% | 0.29% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WPWealth LLP | History | Added to | 21,334 | 1,748 | 0.26% | 0.21% | 123 | +1,920 | 9.89% | Q2 2026 | Aug 10, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 21,266 | 1,743 | 0.63% | 0.63% | 124 | +68 | 0.32% | Q2 2026 | Jul 17, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 20,831 | 1,713 | 1.29% | 1.27% | 125 | +316 | 1.54% | Q2 2026 | Aug 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 19,992 | 1,638 | 0.24% | 0.16% | 126 | +4,149 | 26.19% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,304 | 1,500 | 0.08% | 0.09% | 127 | +967 | 5.58% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,948 | 1,463 | 0.0% | 0.0% | 128 | +3,427 | 23.6% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 17,787 | 1,458 | 0.0% | 0.0% | 129 | -21 | -0.12% | Q2 2026 | Jul 28, 2026 |
| Inspire Advisors, LLC | History | New | 17,202 | 1,410 | 0.1% | — | 130 | +17,202 | New | Q2 2026 | Aug 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 16,933 | 1,388 | 0.17% | 0.18% | 131 | -609 | -3.47% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Added to | 16,149 | 1,323 | 0.03% | 0.03% | 132 | +40 | 0.25% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | Added to | 15,670 | 1,284 | 0.04% | 0.04% | 133 | +586 | 3.88% | Q2 2026 | Jul 27, 2026 |
| Evanson Financial, LLC | History | New | 15,350 | 1,258 | 0.06% | — | 134 | +15,350 | New | Q2 2026 | Jul 07, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 15,014 | 1,230 | 0.61% | 0.59% | 135 | +777 | 5.46% | Q2 2026 | Jul 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,860 | 1,218 | 0.01% | 0.01% | 136 | +337 | 2.32% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | Reduced | 14,808 | 1,216 | 0.02% | 0.02% | 137 | -472 | -3.09% | Q2 2026 | Jul 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 14,002 | 1,147 | 0.09% | 0.1% | 138 | +257 | 1.87% | Q2 2026 | Jul 28, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 13,968 | 1,145 | 0.07% | 0.02% | 139 | +10,854 | 348.55% | Q2 2026 | Jul 30, 2026 |
| Financial Symmetry Inc | History | Reduced | 13,978 | 1,145 | 0.38% | 0.4% | 140 | -147 | -1.04% | Q2 2026 | Jul 14, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 13,952 | 1,143 | 0.32% | 0.3% | 141 | +75 | 0.54% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,782 | 1,129 | 0.07% | 0.06% | 142 | +2,088 | 17.86% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,099 | 1,073 | 0.0% | 0.0% | 143 | -987 | -7.01% | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | New | 12,859 | 1,054 | 0.12% | — | 144 | +12,859 | New | Q2 2026 | Jul 22, 2026 |
| Evanson Asset Management, LLC | History | No change | 14,527 | 1,047 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,767 | 1,046 | 0.01% | 0.0% | 146 | +2,428 | 23.48% | Q2 2026 | Aug 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 12,445 | 1,020 | 0.33% | 0.33% | 147 | +94 | 0.76% | Q2 2026 | Jul 15, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 11,888 | 974 | 0.41% | 0.3% | 148 | +3,129 | 35.72% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 11,494 | 942 | 0.11% | 0.11% | 149 | +280 | 2.5% | Q2 2026 | Jul 10, 2026 |
| Shepherd Financial Partners LLC | History | New | 11,155 | 914 | 0.08% | — | 150 | +11,155 | New | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 10,789 | 884 | 0.01% | — | 151 | +10,789 | New | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,569 | 874 | 0.0% | 0.0% | 152 | +5,304 | 100.74% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 10,650 | 873 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,647 | 872 | 0.01% | 0.02% | 154 | +487 | 4.79% | Q2 2026 | Jul 21, 2026 |
| Painted Porch Advisors LLC | History | No change | 10,572 | 866 | 0.38% | 0.36% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 9,995 | 819 | 0.32% | 0.31% | 156 | +735 | 7.94% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,935 | 814 | 0.0% | 0.0% | 157 | +1,327 | 15.42% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | New | 9,668 | 792 | 0.0% | — | 158 | +9,668 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 10,730 | 773 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RCS Financial Planning, LLC | History | No change | 9,258 | 758 | 0.36% | 0.35% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 9,124 | 748 | 0.55% | 0.6% | 161 | -300 | -3.18% | Q2 2026 | Jul 31, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,988 | 736 | 0.03% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 8,752 | 717 | 0.2% | 0.16% | 163 | +1,404 | 19.11% | Q2 2026 | Jul 31, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 8,020 | 657 | 0.22% | 0.18% | 164 | +1,254 | 18.53% | Q2 2026 | Jul 08, 2026 |
| Foundry Financial LLC | History | Added to | 7,869 | 645 | 0.22% | 0.23% | 165 | +462 | 6.24% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,615 | 624 | 0.0% | 0.0% | 166 | +1 | 0.01% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 7,392 | 605 | 0.02% | 0.03% | 168 | -1,532 | -17.17% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,384 | 605 | 0.01% | 0.01% | 167 | -113 | -1.51% | Q2 2026 | Jul 20, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 7,175 | 588 | 0.03% | 0.03% | 169 | -244 | -3.29% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,004 | 574 | 0.0% | 0.0% | 170 | +1,452 | 26.15% | Q2 2026 | Aug 06, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 6,824 | 559 | 0.12% | 0.12% | 171 | +217 | 3.28% | Q2 2026 | Jul 30, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 6,714 | 550 | 0.31% | 0.15% | 172 | +3,372 | 100.9% | Q2 2026 | Aug 14, 2026 |
| First Financial Group Corp | History | Added to | 6,670 | 546 | 0.39% | 0.38% | 173 | +280 | 4.38% | Q2 2026 | Jul 15, 2026 |
| MASECO LLP | History | Reduced | 6,512 | 533 | 0.01% | 0.02% | 174 | -571 | -8.06% | Q2 2026 | Aug 05, 2026 |
| Millstone Evans Group, LLC | History | Added to | 6,093 | 499 | 0.27% | 0.25% | 175 | +206 | 3.5% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,850 | 479 | 0.03% | 0.04% | 176 | -25 | -0.43% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,802 | 475 | 0.0% | 0.0% | 177 | -121 | -2.04% | Q2 2026 | Aug 12, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 5,806 | 475 | 0.22% | 0.22% | 178 | -112 | -1.89% | Q2 2026 | Jul 16, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 5,563 | 456 | 0.24% | 0.24% | 179 | +10 | 0.18% | Q2 2026 | Jul 20, 2026 |
| Zhang Financial LLC | History | No change | 5,452 | 446 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,410 | 443 | 0.17% | 0.14% | 181 | +1,004 | 22.79% | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | New | 5,270 | 432 | 0.02% | — | 182 | +5,270 | New | Q2 2026 | Aug 10, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 5,190 | 425 | 0.07% | 0.07% | 183 | +983 | 23.37% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 5,141 | 421 | 0.0% | 0.0% | 184 | +1,401 | 37.46% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 4,919 | 403 | 0.0% | 0.0% | 185 | +1,220 | 32.98% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 4,687 | 384 | 0.0% | — | 186 | +4,687 | New | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | New | 4,620 | 378 | 0.01% | — | 187 | +4,620 | New | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 4,531 | 371 | 0.08% | — | 188 | +4,531 | New | Q2 2026 | Jul 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 4,472 | 366 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 4,376 | 358 | 0.05% | 0.03% | 191 | +1,189 | 37.31% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,379 | 358 | 0.25% | 0.23% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Claris Financial LLC | History | No change | 4,794 | 345 | 0.19% | 0.19% | 192 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| StrongBox Wealth, LLC | History | Added to | 4,109 | 336 | 0.1% | 0.09% | 193 | +12 | 0.29% | Q2 2026 | Jul 23, 2026 |
| JNBA Financial Advisors | History | New | 4,051 | 332 | 0.03% | — | 194 | +4,051 | New | Q2 2026 | Jul 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3,972 | 325 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALKEME WEALTH, LLC | History | Added to | 3,919 | 321 | 0.12% | 0.1% | 196 | +409 | 11.65% | Q2 2026 | Jul 16, 2026 |
| International Private Wealth Advisors LLC | History | New | 3,842 | 314 | 0.16% | — | 197 | +3,842 | New | Q2 2026 | Aug 07, 2026 |
| Financial Harvest, LLC | History | No change | 3,777 | 309 | 0.13% | 0.16% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 3,673 | 301 | 0.03% | 0.03% | 199 | +34 | 0.93% | Q2 2026 | Jul 28, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,639 | 298 | 0.21% | 0.2% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | No change | 3,569 | 292 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 3,552 | 291 | 0.15% | 0.15% | 202 | +15 | 0.42% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 3,200 | 262 | 0.02% | — | 205 | +3,200 | New | Q2 2026 | Jul 28, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 3,192 | 262 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Broadhurst Jeffrey B | History | No change | 3,200 | 262 | 0.56% | 0.24% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 3,172 | 260 | 0.0% | — | 206 | +3,172 | New | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | No change | 3,135 | 257 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 2,990 | 245 | 0.06% | 0.05% | 208 | -10 | -0.33% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | New | 2,877 | 243 | 0.0% | — | 209 | +2,877 | New | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | New | 2,697 | 221 | 0.0% | — | 210 | +2,697 | New | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | New | 2,695 | 220 | 0.01% | — | 211 | +2,695 | New | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,666 | 218 | 0.0% | — | 212 | +2,666 | New | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,629 | 215 | 0.0% | 0.0% | 213 | -146 | -5.26% | Q2 2026 | Jul 24, 2026 |
| Disciplined Investors, L.L.C. | History | New | 2,600 | 213 | 0.11% | — | 215 | +2,600 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Reduced | 2,601 | 213 | 0.0% | 0.01% | 214 | -254 | -8.9% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Services | History | New | 2,460 | 201 | 0.05% | — | 216 | +2,460 | New | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,371 | 194 | 0.0% | 0.0% | 217 | +1,307 | 122.84% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 2,233 | 183 | 0.0% | — | 218 | +2,233 | New | Q2 2026 | Jul 17, 2026 |
| Innovative Asset Advisors Group, LLC | History | Reduced | 2,140 | 175 | 0.08% | 0.14% | 219 | -1,136 | -34.68% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,749 | 143 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,653 | 135 | 0.0% | 0.0% | 221 | +366 | 28.44% | Q2 2026 | Jul 30, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,634 | 133 | 0.1% | 0.07% | 222 | +476 | 41.11% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | New | 1,272 | 104 | 0.0% | — | 223 | +1,272 | New | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 1,221 | 100 | 0.02% | 0.04% | 224 | -996 | -44.93% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,117 | 91 | 0.0% | 0.0% | 225 | -128 | -10.28% | Q2 2026 | Aug 05, 2026 |
| Concord Wealth Partners | History | New | 1,056 | 86 | 0.01% | — | 226 | +1,056 | New | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 809 | 66 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 677 | 55 | 0.0% | 0.0% | 228 | +2 | 0.3% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 629 | 51 | 0.0% | — | 230 | +629 | New | Q2 2026 | Aug 11, 2026 |
| RHL GROUP, LLC | History | Added to | 631 | 51 | 0.04% | 0.04% | 229 | +1 | 0.16% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 613 | 50 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 414 | 33 | 0.0% | 0.0% | 232 | +1 | 0.24% | Q2 2026 | Aug 13, 2026 |
| WEST PACES ADVISORS INC. | History | New | 371 | 30 | 0.01% | — | 233 | +371 | New | Q2 2026 | Jul 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 328 | 27 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dunhill Financial, LLC | History | No change | 249 | 20 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 195 | 15 | 0.01% | — | 236 | +195 | New | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 150 | 12 | 0.0% | — | 238 | +150 | New | Q2 2026 | Jul 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 152 | 12 | 0.0% | 0.0% | 237 | +1 | 0.66% | Q2 2026 | Aug 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 131 | 10 | 0.0% | 0.03% | 239 | -5,015 | -97.45% | Q2 2026 | Aug 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 130 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 118 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | Added to | 73 | 5 | 0.0% | 0.0% | 243 | +4 | 5.8% | Q2 2026 | Jul 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 54 | 4 | 0.0% | 0.0% | 244 | -599 | -91.73% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,252 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,809 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Warwick Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,041 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,594 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,410 | -100.0% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -1,067 | -99.91% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -979 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 12, 2026 |