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 | Added to | 2,232,848 | 160,943 | 2.31% | 2.58% | 1 | +51,899 | 2.38% | Q1 2026 | Apr 10, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 1,063,042 | 76,624 | 23.37% | 23.99% | 2 | +64,632 | 6.47% | Q1 2026 | Apr 29, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,021,723 | 73,645 | 3.1% | 2.36% | 3 | +151,437 | 17.4% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | Added to | 989,477 | 71,321 | 6.32% | 4.29% | 4 | +267,541 | 37.06% | Q1 2026 | Apr 30, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 831,323 | 59,921 | 6.72% | 1.86% | 5 | +606,473 | 269.72% | Q1 2026 | Apr 08, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 671,656 | 48,412 | 7.47% | 7.29% | 6 | +56,488 | 9.18% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 658,221 | 47,444 | 0.22% | 0.21% | 7 | +62,663 | 10.52% | Q1 2026 | Apr 24, 2026 |
| Stratos Investment Management, LLC | History | Added to | 640,939 | 46,198 | 1.85% | 1.82% | 8 | +24,142 | 3.91% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 594,014 | 42,816 | 0.53% | 0.5% | 9 | +74,099 | 14.25% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 519,115 | 37,417 | 3.55% | 3.44% | 10 | +42,869 | 9.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 516,956 | 37,262 | 0.36% | 0.35% | 11 | +34,064 | 7.05% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 478,148 | 34,464 | 1.96% | 2.04% | 12 | +15,271 | 3.3% | Q1 2026 | Apr 09, 2026 |
| Annandale Capital, LLC | History | Reduced | 436,418 | 31,457 | 4.44% | 3.87% | 13 | -7,037 | -1.59% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 423,921 | 30,556 | 4.61% | 4.61% | 14 | +19,629 | 4.86% | Q1 2026 | Apr 22, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 395,000 | 29,557 | 6.88% | 7.16% | 15 | +8,896 | 2.3% | Q1 2026 | Apr 10, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 409,339 | 29,505 | 3.81% | 3.34% | 16 | +69,972 | 20.62% | Q1 2026 | Apr 20, 2026 |
| BCO Wealth Management LLC | History | Added to | 398,200 | 28,702 | 17.24% | 17.71% | 17 | +6,036 | 1.54% | Q1 2026 | Apr 16, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 382,444 | 27,566 | 12.3% | 12.03% | 18 | +37,714 | 10.94% | Q1 2026 | Apr 27, 2026 |
| Sageworth Trust Co | History | Added to | 365,433 | 26,340 | 1.13% | 1.08% | 19 | +22,085 | 6.43% | Q1 2026 | Apr 29, 2026 |
| Hardy Reed LLC | History | Added to | 350,643 | 25,274 | 1.84% | 1.73% | 20 | +20,855 | 6.32% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 343,122 | 24,732 | 0.05% | 0.05% | 21 | +746 | 0.22% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 340,704 | 24,557 | 0.2% | 0.3% | 22 | +1,586 | 0.47% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 330,301 | 23,808 | 0.55% | 0.54% | 23 | +30,771 | 10.27% | Q1 2026 | May 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 317,331 | 22,873 | 11.92% | 11.74% | 24 | +23,762 | 8.09% | Q1 2026 | Apr 20, 2026 |
| Vantage Point Financial LLC | History | Added to | 301,244 | 21,713 | 7.62% | 7.83% | 25 | +4,043 | 1.36% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 295,380 | 21,290 | 0.01% | 0.0% | 26 | +110,097 | 59.42% | Q1 2026 | May 04, 2026 |
| SageOak Financial, LLC | History | Added to | 270,193 | 19,475 | 13.68% | 14.09% | 27 | +5,694 | 2.15% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 261,713 | 18,864 | 0.05% | 0.05% | 28 | +14,713 | 5.96% | Q1 2026 | Apr 30, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 253,556 | 18,276 | 3.94% | 3.79% | 29 | +17,410 | 7.37% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Added to | 237,397 | 17,110 | 0.02% | 0.02% | 30 | +55,525 | 30.53% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 224,160 | 16,157 | 0.14% | 0.12% | 31 | +6,455 | 2.97% | Q1 2026 | May 13, 2026 |
| Altiora Financial Group, LLC | History | Added to | 222,925 | 16,068 | 2.65% | 2.63% | 32 | +15,397 | 7.42% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 205,469 | 14,810 | 0.02% | 0.02% | 33 | +13,497 | 7.03% | Q1 2026 | Apr 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 198,297 | 14,293 | 4.52% | 5.08% | 34 | -1,421 | -0.71% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 191,188 | 13,781 | 0.02% | 0.03% | 35 | -77,730 | -28.9% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 169,271 | 12,201 | 0.37% | 0.46% | 36 | +841 | 0.5% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 168,236 | 12,126 | 1.84% | 1.46% | 37 | +38,019 | 29.2% | Q1 2026 | May 01, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 165,510 | 11,929 | 2.57% | 1.87% | 38 | +50,376 | 43.75% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 156,407 | 11,341 | 0.11% | 0.09% | 39 | +43,698 | 38.77% | Q1 2026 | Apr 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 141,275 | 11,200 | 0.76% | 0.67% | 40 | +13,669 | 10.71% | Q1 2026 | May 12, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 154,556 | 11,140 | 1.66% | 1.57% | 41 | +15,284 | 10.97% | Q1 2026 | Apr 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 151,374 | 10,911 | 8.28% | 6.75% | 42 | +33,551 | 28.48% | Q1 2026 | May 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 147,863 | 10,657 | 9.89% | 9.65% | 43 | +11,004 | 8.04% | Q1 2026 | Apr 27, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 140,042 | 10,094 | 1.25% | 1.28% | 44 | -9,981 | -6.65% | Q1 2026 | May 13, 2026 |
| Essential Planning, LLC. | History | Added to | 136,334 | 9,826 | 3.12% | 2.38% | 45 | +34,819 | 34.3% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 124,859 | 9,000 | 0.07% | 0.07% | 46 | +12,916 | 11.54% | Q1 2026 | Apr 07, 2026 |
| Truepoint, Inc. | History | Added to | 123,357 | 8,891 | 0.2% | 0.18% | 47 | +11,915 | 10.69% | Q1 2026 | May 08, 2026 |
| Aspen Capital Management, LLC | History | Added to | 117,840 | 8,493 | 2.1% | 1.92% | 48 | +12,644 | 12.02% | Q1 2026 | Apr 17, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 114,111 | 8,225 | 1.61% | 1.8% | 49 | -6,341 | -5.26% | Q1 2026 | Apr 20, 2026 |
| Prospect Financial Group LLC | History | Reduced | 113,445 | 8,177 | 7.55% | 7.86% | 50 | -1,327 | -1.16% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 115,935 | 8,136 | 0.29% | 0.32% | 51 | +510 | 0.44% | Q1 2026 | May 15, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 110,675 | 7,977 | 2.68% | 0.76% | 52 | +81,438 | 278.54% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 106,219 | 7,701 | 1.23% | 1.23% | 53 | +10,160 | 10.58% | Q1 2026 | Apr 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 102,683 | 7,401 | 0.05% | 0.05% | 54 | +442 | 0.43% | Q1 2026 | Apr 27, 2026 |
| Elser Financial Planning, Inc | History | New | 102,763 | 7,397 | 0.36% | — | 55 | +102,763 | New | Q1 2026 | Apr 15, 2026 |
| BDFS Capital LLC | History | Added to | 102,549 | 7,391 | 3.56% | 3.59% | 56 | +5,902 | 6.11% | Q1 2026 | Apr 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 97,837 | 7,052 | 0.81% | 0.92% | 57 | -9,680 | -9.0% | Q1 2026 | Apr 15, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 96,339 | 6,944 | 5.5% | 5.77% | 58 | +383 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 90,284 | 6,507 | 1.05% | 0.74% | 59 | +15,848 | 21.29% | Q1 2026 | May 15, 2026 |
| Integras Partners LLC | History | New | 90,088 | 6,493 | 4.27% | — | 60 | +90,088 | New | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | No change | 86,025 | 6,456 | 0.18% | 0.19% | 61 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WorthPointe, LLC | History | Added to | 87,954 | 6,339 | 1.72% | 1.67% | 62 | +1,584 | 1.83% | Q1 2026 | May 12, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 85,246 | 6,144 | 2.68% | 3.19% | 63 | -6,496 | -7.08% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 84,199 | 6,069 | 0.02% | 0.02% | 64 | +16,623 | 24.6% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Added to | 76,715 | 5,529 | 0.22% | 0.16% | 65 | +15,816 | 25.97% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 76,708 | 5,529 | 0.4% | 0.42% | 66 | -4,426 | -5.46% | Q1 2026 | May 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 75,440 | 5,437 | 2.44% | 2.6% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 71,578 | 5,159 | 0.01% | 0.01% | 68 | +945 | 1.34% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 71,217 | 5,133 | 0.0% | 0.0% | 69 | +11,232 | 18.72% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 69,744 | 5,027 | 0.0% | 0.0% | 70 | +17,529 | 33.57% | Q1 2026 | May 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 69,649 | 5,020 | 0.27% | 0.26% | 71 | +6,610 | 10.49% | Q1 2026 | Apr 27, 2026 |
| Asset One Wealth Management LLC | History | New | 64,502 | 5,007 | 0.55% | — | 72 | +64,502 | New | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 67,154 | 4,840 | 0.25% | 0.26% | 73 | +2,295 | 3.54% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 66,362 | 4,783 | 0.04% | 0.04% | 74 | -2 | -0.0% | Q1 2026 | May 01, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 65,380 | 4,712 | 1.3% | 0.99% | 75 | +17,394 | 36.25% | Q1 2026 | Apr 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 64,364 | 4,639 | 1.02% | 1.03% | 76 | +1,080 | 1.71% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 62,145 | 4,479 | 0.02% | 0.02% | 77 | -433 | -0.69% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 59,700 | 4,303 | 0.0% | 0.0% | 78 | +16,394 | 37.86% | Q1 2026 | May 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 58,935 | 4,248 | 1.08% | 0.98% | 79 | +7,165 | 13.84% | Q1 2026 | Apr 22, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 57,371 | 4,135 | 1.27% | 1.29% | 80 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 55,909 | 4,029 | 1.69% | 1.68% | 81 | +4,526 | 8.81% | Q1 2026 | Apr 08, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 50,770 | 3,659 | 0.67% | 0.31% | 82 | +26,273 | 107.25% | Q1 2026 | May 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 45,963 | 3,599 | 1.02% | 0.88% | 83 | +9,344 | 25.52% | Q1 2026 | Apr 27, 2026 |
| Burton Enright Welch | History | Added to | 49,622 | 3,576 | 0.49% | 0.47% | 84 | +4,494 | 9.96% | Q1 2026 | May 01, 2026 |
| GeoWealth Management, LLC | History | Added to | 47,035 | 3,390 | 0.12% | 0.11% | 85 | +6,137 | 15.01% | Q1 2026 | May 13, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 46,653 | 3,362 | 1.39% | 1.29% | 86 | +2,185 | 4.91% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 46,580 | 3,357 | 0.08% | 0.08% | 87 | +3,240 | 7.48% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,208 | 3,330 | 0.0% | 0.0% | 88 | +2,158 | 4.9% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 41,730 | 3,007 | 0.02% | 0.02% | 89 | +2,105 | 5.31% | Q1 2026 | May 15, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 38,189 | 2,973 | 0.88% | 0.14% | 90 | +32,261 | 544.21% | Q1 2026 | Apr 30, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 38,444 | 2,771 | 0.48% | 0.43% | 91 | +5,637 | 17.18% | Q1 2026 | May 05, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 38,562 | 2,706 | 0.9% | 0.93% | 92 | +72 | 0.19% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 35,671 | 2,571 | 0.0% | 0.0% | 93 | +12,055 | 51.05% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 34,064 | 2,508 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Modera Wealth Management, LLC | History | Added to | 34,014 | 2,451 | 0.03% | 0.03% | 95 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 33,051 | 2,382 | 0.19% | 0.21% | 96 | +3,740 | 12.76% | Q1 2026 | Apr 16, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 32,869 | 2,369 | 0.04% | 0.01% | 97 | +23,503 | 250.94% | Q1 2026 | Apr 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 32,089 | 2,312 | 0.03% | 0.03% | 98 | +994 | 3.2% | Q1 2026 | May 08, 2026 |
| Note Advisors, LLC | History | Added to | 30,294 | 2,183 | 1.09% | 1.02% | 99 | +3,885 | 14.71% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 30,199 | 2,176 | 0.05% | 0.05% | 100 | +306 | 1.02% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,734 | 2,143 | 0.03% | 0.02% | 101 | +13,694 | 85.37% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 27,134 | 1,955 | 0.04% | 0.0% | 102 | +23,751 | 702.07% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,972 | 1,838 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 24,528 | 1,767 | 0.0% | — | 104 | +24,528 | New | Q1 2026 | May 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 24,326 | 1,753 | 0.82% | 0.83% | 105 | -549 | -2.21% | Q1 2026 | May 08, 2026 |
| Goodman Financial Corp | History | No change | 23,458 | 1,690 | 0.29% | 0.33% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 23,306 | 1,679 | 0.58% | 0.54% | 107 | +2,887 | 14.14% | Q1 2026 | Apr 23, 2026 |
| BluePrint Investing LLC | History | Added to | 22,993 | 1,657 | 1.32% | 1.32% | 108 | +522 | 2.32% | Q1 2026 | Apr 22, 2026 |
| marrick wealth, LLC | History | Added to | 22,710 | 1,636 | 1.38% | 1.22% | 109 | +2,401 | 11.82% | Q1 2026 | Apr 15, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 21,198 | 1,527 | 0.63% | 0.64% | 110 | +616 | 2.99% | Q1 2026 | Apr 14, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 20,515 | 1,492 | 1.27% | 1.3% | 111 | +375 | 1.86% | Q1 2026 | May 15, 2026 |
| WPWealth LLP | History | Reduced | 19,414 | 1,399 | 0.21% | 0.22% | 112 | -79 | -0.41% | Q1 2026 | May 11, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 18,970 | 1,367 | 0.64% | 0.43% | 113 | +7,807 | 69.94% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 18,692 | 1,347 | 0.0% | 0.0% | 114 | +14,492 | 345.05% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 17,808 | 1,283 | 0.0% | 0.01% | 115 | -5,059 | -22.12% | Q1 2026 | Apr 24, 2026 |
| Simplicity Wealth,LLC | History | Added to | 17,642 | 1,271 | 0.07% | 0.02% | 116 | +13,288 | 305.19% | Q1 2026 | Apr 30, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 17,542 | 1,264 | 0.18% | 0.35% | 117 | +125 | 0.72% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,337 | 1,249 | 0.09% | 0.07% | 118 | +4,592 | 36.03% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | Reduced | 15,280 | 1,192 | 0.02% | 0.02% | 119 | -503 | -3.19% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 16,109 | 1,161 | 0.03% | 0.02% | 120 | +4,624 | 40.26% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,084 | 1,161 | 0.04% | 0.04% | 121 | -426 | -2.75% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,899 | 1,145 | 0.03% | 0.02% | 122 | +6,649 | 71.88% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 15,843 | 1,141 | 0.16% | 0.09% | 123 | +7,564 | 91.36% | Q1 2026 | May 13, 2026 |
| Financial Symmetry Inc | History | Added to | 14,125 | 1,112 | 0.4% | 0.29% | 124 | +4,439 | 45.83% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 14,527 | 1,047 | 0.06% | 0.05% | 125 | +2,319 | 19.0% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,523 | 1,046 | 0.01% | 0.01% | 126 | +1,840 | 14.51% | Q1 2026 | Apr 15, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 14,237 | 1,026 | 0.59% | 0.66% | 127 | +588 | 4.31% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,521 | 1,019 | 0.0% | 0.0% | 128 | +7,496 | 106.7% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,086 | 1,015 | 0.0% | 0.0% | 129 | -4,962 | -26.05% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 13,877 | 1,000 | 0.3% | 0.3% | 130 | -210 | -1.49% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 13,745 | 990 | 0.1% | 0.13% | 131 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 12,351 | 890 | 0.33% | 0.36% | 132 | -711 | -5.44% | Q1 2026 | Apr 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,694 | 842 | 0.06% | 0.06% | 133 | -175 | -1.47% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 11,214 | 808 | 0.11% | 0.11% | 134 | +453 | 4.21% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 10,730 | 773 | 0.0% | 0.0% | 135 | +7 | 0.07% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,650 | 767 | 0.01% | 0.01% | 136 | -300 | -2.74% | Q1 2026 | Apr 10, 2026 |
| Painted Porch Advisors LLC | History | New | 10,572 | 762 | 0.36% | — | 137 | +10,572 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | New | 10,339 | 745 | 0.0% | — | 138 | +10,339 | New | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,160 | 732 | 0.02% | 0.02% | 139 | +148 | 1.48% | Q1 2026 | Apr 23, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 9,424 | 679 | 0.6% | 0.54% | 140 | +1,214 | 14.79% | Q1 2026 | May 04, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 9,260 | 667 | 0.31% | 0.21% | 142 | +3,670 | 65.65% | Q1 2026 | Apr 16, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,258 | 667 | 0.35% | 0.29% | 141 | -32 | -0.34% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,988 | 647 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | New | 8,924 | 643 | 0.03% | — | 144 | +8,924 | New | Q1 2026 | Apr 24, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 8,759 | 631 | 0.3% | 0.18% | 145 | +3,935 | 81.57% | Q1 2026 | Apr 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,608 | 620 | 0.0% | 0.0% | 146 | -2,277 | -20.92% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,614 | 548 | 0.0% | 0.0% | 147 | +411 | 5.71% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 7,497 | 540 | 0.01% | 0.01% | 148 | +864 | 13.03% | Q1 2026 | Apr 13, 2026 |
| Greenspring Advisors, LLC | History | No change | 7,419 | 534 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Foundry Financial LLC | History | Reduced | 7,407 | 533 | 0.23% | 1.1% | 150 | -21,131 | -74.05% | Q1 2026 | Apr 21, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 7,348 | 529 | 0.16% | 0.13% | 151 | +1,281 | 21.11% | Q1 2026 | May 08, 2026 |
| MASECO LLP | History | Added to | 7,083 | 510 | 0.02% | 0.02% | 152 | +17 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 6,766 | 488 | 0.18% | 0.15% | 153 | +1,398 | 26.04% | Q1 2026 | Apr 13, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 6,607 | 476 | 0.12% | 0.13% | 154 | +8 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Lakewood Asset Management LLC | History | New | 6,470 | 466 | 0.3% | — | 155 | +6,470 | New | Q1 2026 | Apr 22, 2026 |
| First Financial Group Corp | History | Added to | 6,390 | 460 | 0.38% | 0.34% | 156 | +895 | 16.29% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,252 | 450 | 0.0% | — | 157 | +6,252 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,923 | 426 | 0.0% | 0.0% | 158 | -3,161 | -34.8% | Q1 2026 | May 13, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 5,918 | 426 | 0.22% | 0.27% | 159 | -870 | -12.82% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 5,887 | 424 | 0.25% | 0.26% | 160 | -13 | -0.22% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,875 | 423 | 0.04% | 0.05% | 161 | +315 | 5.67% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,552 | 400 | 0.0% | — | 163 | +5,552 | New | Q1 2026 | May 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 5,553 | 400 | 0.24% | 0.28% | 162 | -765 | -12.11% | Q1 2026 | Apr 15, 2026 |
| Zhang Financial LLC | History | No change | 5,452 | 392 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,265 | 382 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,146 | 370 | 0.03% | 0.02% | 166 | -92 | -1.76% | Q1 2026 | Apr 16, 2026 |
| Claris Financial LLC | History | Added to | 4,794 | 345 | 0.19% | 0.19% | 167 | +14 | 0.29% | Q1 2026 | May 18, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,379 | 322 | 0.23% | 0.23% | 168 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 4,472 | 322 | 0.11% | 0.12% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GEM Asset Management, LLC | History | Added to | 4,406 | 317 | 0.14% | 0.14% | 170 | +66 | 1.52% | Q1 2026 | Apr 10, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 4,207 | 303 | 0.07% | — | 171 | +4,207 | New | Q1 2026 | Apr 13, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 4,097 | 295 | 0.09% | 0.11% | 172 | -295 | -6.72% | Q1 2026 | May 08, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,809 | 274 | 0.05% | 0.05% | 173 | -43 | -1.12% | Q1 2026 | Apr 23, 2026 |
| Financial Harvest, LLC | History | No change | 3,777 | 272 | 0.16% | 0.17% | 174 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 3,740 | 269 | 0.0% | 0.0% | 175 | +1,633 | 77.5% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 3,699 | 266 | 0.0% | — | 176 | +3,699 | New | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 3,639 | 262 | 0.03% | 0.03% | 177 | +257 | 7.6% | Q1 2026 | Apr 27, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,639 | 262 | 0.2% | 0.2% | 178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 3,569 | 257 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 3,537 | 254 | 0.15% | 0.16% | 180 | +14 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Exeter Financial, LLC | History | Added to | 3,510 | 252 | 0.1% | 0.11% | 181 | +2 | 0.06% | Q1 2026 | Apr 23, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | New | 3,192 | 251 | 0.1% | — | 182 | +3,192 | New | Q1 2026 | May 04, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 3,342 | 240 | 0.15% | 0.08% | 183 | +1,776 | 113.41% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 3,276 | 236 | 0.14% | — | 184 | +3,276 | New | Q1 2026 | May 12, 2026 |
| Broadhurst Jeffrey B | History | No change | 3,200 | 230 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | New | 3,187 | 229 | 0.03% | — | 186 | +3,187 | New | Q1 2026 | Apr 21, 2026 |
| Pacific Asset Management, LLC | History | No change | 3,135 | 225 | 0.13% | 0.14% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 3,114 | 224 | 0.02% | 0.04% | 188 | -5,221 | -62.64% | Q1 2026 | Apr 15, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 3,041 | 219 | 0.03% | 0.04% | 189 | -173 | -5.38% | Q1 2026 | May 11, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 3,000 | 216 | 0.05% | 0.06% | 190 | -19 | -0.63% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | No change | 2,855 | 205 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,775 | 200 | 0.0% | 0.0% | 192 | +9 | 0.33% | Q1 2026 | May 05, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 2,594 | 187 | 0.13% | — | 193 | +2,594 | New | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 2,217 | 159 | 0.04% | — | 194 | +2,217 | New | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,749 | 126 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,410 | 101 | 0.0% | 0.0% | 196 | +1 | 0.07% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | No change | 1,287 | 92 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,245 | 89 | 0.0% | 0.0% | 198 | +1,201 | 2729.55% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,158 | 83 | 0.07% | — | 199 | +1,158 | New | Q1 2026 | Apr 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,064 | 77 | 0.0% | — | 200 | +1,064 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,068 | 76 | 0.0% | — | 201 | +1,067 | 106700.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 979 | 71 | 0.01% | 0.01% | 202 | +352 | 56.14% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 809 | 58 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | New | 675 | 48 | 0.0% | — | 204 | +675 | New | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 653 | 47 | 0.0% | 0.0% | 205 | -324 | -33.16% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | Added to | 630 | 45 | 0.04% | 0.04% | 206 | +2 | 0.32% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 613 | 44 | 0.0% | 0.0% | 207 | -307 | -33.37% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 413 | 29 | 0.0% | 0.0% | 208 | -468 | -53.12% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 328 | 24 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | No change | 249 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 167 | 12 | 0.0% | — | 211 | +167 | New | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | New | 151 | 10 | 0.0% | — | 212 | +151 | New | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 129 | 9 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 118 | 8 | 0.0% | — | 214 | +118 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 62 | 4 | 0.0% | 0.0% | 216 | -1,578 | -96.22% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | Added to | 69 | 4 | 0.0% | 0.0% | 218 | +3 | 4.55% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 57 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.02% | — | -134,300 | -100.0% | Q1 2026 | May 01, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -75,440 | -100.0% | Q1 2026 | Apr 14, 2026 |
| STAR Financial Bank | History | Closed out | 0 | 0 | — | 1.04% | — | -27,695 | -100.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,083 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -998 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -825 | -100.0% | Q1 2026 | May 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -498 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 14, 2026 |