Dimensional ETF Trust - DEHP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Unison Advisors LLC | History | Added to | 912,565 | 39,030 | 2.72% | 2.33% | 1 | +5,320 | 0.59% | Q2 2026 | Jul 22, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 615,346 | 26,318 | 4.04% | 3.6% | 2 | +23,338 | 3.94% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 341,655 | 14,612 | 0.07% | 0.06% | 3 | -17,074 | -4.76% | Q2 2026 | Aug 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 238,019 | 10,180 | 0.1% | 0.09% | 4 | -154 | -0.06% | Q2 2026 | Aug 14, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 223,277 | 9,549 | 1.96% | 1.89% | 5 | -20,945 | -8.58% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 198,248 | 8,479 | 0.01% | 0.01% | 6 | +91,272 | 85.32% | Q2 2026 | Aug 19, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 195,801 | 8,374 | 0.83% | 0.78% | 7 | -17,592 | -8.24% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 182,687 | 7,813 | 0.0% | 0.0% | 8 | +15,145 | 9.04% | Q2 2026 | Aug 03, 2026 |
| United Wealth Management, LLC | History | Reduced | 168,388 | 7,201 | 1.62% | 1.44% | 9 | -3,096 | -1.81% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 154,330 | 6,600 | 0.05% | 0.04% | 10 | +19,568 | 14.52% | Q2 2026 | Jul 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 146,456 | 6,263 | 0.64% | 0.64% | 11 | +2,392 | 1.66% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 140,838 | 6,023 | 0.0% | 0.0% | 12 | +86,966 | 161.43% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 133,413 | 5,706 | 0.01% | 0.0% | 13 | +101,118 | 313.11% | Q2 2026 | Aug 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 132,252 | 5,656 | 0.55% | 0.51% | 14 | -793 | -0.6% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 139,977 | 5,581 | 0.11% | 0.12% | 15 | +2,640 | 1.92% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 105,047 | 4,492 | 0.14% | 0.14% | 16 | -5,528 | -5.0% | Q2 2026 | Jul 31, 2026 |
| Meredith Wealth Planning | History | Reduced | 104,333 | 4,462 | 1.05% | 0.96% | 17 | -765 | -0.73% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,612 | 4,262 | 0.01% | 0.0% | 18 | +42,035 | 73.01% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 96,149 | 4,112 | 0.03% | 0.03% | 19 | -9,500 | -8.99% | Q2 2026 | Jul 20, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 95,493 | 4,084 | 1.39% | 1.28% | 20 | +5,489 | 6.1% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 93,795 | 4,011 | 0.01% | 0.01% | 21 | +3,081 | 3.4% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 92,909 | 3,973 | 0.03% | 0.02% | 22 | +1,288 | 1.41% | Q2 2026 | Sep 08, 2026 |
| Foundry Financial LLC | History | Added to | 90,669 | 3,877 | 1.31% | 1.2% | 23 | +6,805 | 8.11% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 89,788 | 3,840 | 0.02% | 0.02% | 24 | +14,369 | 19.05% | Q2 2026 | Jul 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 88,719 | 3,794 | 1.81% | 1.97% | 25 | -11,443 | -11.42% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 87,132 | 3,726 | 0.0% | 0.0% | 26 | -3,367 | -3.72% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 79,009 | 3,297 | 2.47% | 2.27% | 27 | +288 | 0.37% | Q2 2026 | Aug 13, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 77,046 | 3,295 | 1.04% | 0.96% | 28 | -4,009 | -4.95% | Q2 2026 | Jul 07, 2026 |
| Global Assets Advisory, LLC | History | New | 78,634 | 3,272 | 0.71% | — | 29 | +78,634 | New | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 74,846 | 3,201 | 0.03% | 0.02% | 30 | +10,679 | 16.64% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 73,487 | 3,143 | 0.02% | 0.01% | 31 | -111 | -0.15% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | Added to | 72,894 | 3,117 | 0.01% | 0.01% | 32 | +36,080 | 98.01% | Q2 2026 | Aug 10, 2026 |
| TABLEAUX LLC | History | Added to | 69,091 | 2,955 | 1.24% | 1.01% | 33 | +7,399 | 11.99% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | New | 68,525 | 2,930 | 0.14% | — | 34 | +68,525 | New | Q2 2026 | Jul 07, 2026 |
| Betterment LLC | History | Added to | 62,846 | 2,688 | 0.0% | 0.0% | 35 | +2,659 | 4.42% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 61,005 | 2,609 | 0.0% | 0.0% | 36 | -3 | -0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 57,334 | 2,412 | 0.0% | 0.0% | 37 | -951 | -1.63% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Reduced | 56,410 | 2,412 | 0.42% | 0.41% | 38 | -848 | -1.48% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 56,218 | 2,404 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corus Family Wealth Advisors | History | Added to | 55,570 | 2,376 | 1.64% | 1.43% | 40 | +3,679 | 7.09% | Q2 2026 | Jul 30, 2026 |
| Evanson Asset Management, LLC | History | No change | 68,392 | 2,310 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 53,004 | 2,266 | 0.19% | 0.19% | 42 | -696 | -1.3% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 50,449 | 2,157 | 0.01% | 0.01% | 43 | -1,856 | -3.55% | Q2 2026 | Aug 11, 2026 |
| CSP Financial Group, LLC | History | Added to | 50,031 | 2,139 | 1.82% | 1.55% | 44 | +5,305 | 11.86% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 47,510 | 2,032 | 0.02% | 0.01% | 45 | -943 | -1.95% | Q2 2026 | Aug 14, 2026 |
| Applied Capital LLC | History | Reduced | 47,335 | 2,024 | 0.65% | 0.67% | 46 | -5,759 | -10.85% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 44,835 | 1,917 | 0.14% | 0.13% | 47 | -1,300 | -2.82% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 43,152 | 1,845 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,528 | 1,776 | 0.01% | 0.01% | 49 | +673 | 1.65% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Added to | 41,174 | 1,761 | 0.0% | 0.0% | 50 | +4,501 | 12.27% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 39,421 | 1,686 | 0.0% | 0.0% | 51 | -10,579 | -21.16% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 38,993 | 1,667 | 0.03% | 0.03% | 52 | -3,369 | -7.95% | Q2 2026 | Jul 15, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 38,170 | 1,632 | 0.43% | 0.41% | 53 | -1,748 | -4.38% | Q2 2026 | Aug 13, 2026 |
| Sollinda Capital Management LLC | History | Added to | 33,419 | 1,429 | 0.31% | 0.24% | 54 | +3,813 | 12.88% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,100 | 1,415 | 0.0% | 0.0% | 55 | -3,086 | -8.53% | Q2 2026 | Jul 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 31,056 | 1,328 | 0.32% | 0.29% | 56 | +1,475 | 4.99% | Q2 2026 | Jul 30, 2026 |
| WorthPointe, LLC | History | Reduced | 28,565 | 1,221 | 0.31% | 0.29% | 57 | -2,639 | -8.46% | Q2 2026 | Jul 31, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 28,529 | 1,220 | 0.05% | 0.04% | 58 | +2,643 | 10.21% | Q2 2026 | Aug 12, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 28,359 | 1,212 | 0.39% | 0.36% | 59 | -1,292 | -4.36% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 28,156 | 1,204 | 0.14% | 0.14% | 60 | -2,055 | -6.8% | Q2 2026 | Jul 17, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 26,998 | 1,154 | 0.94% | 0.77% | 61 | +3,227 | 13.58% | Q2 2026 | Jul 21, 2026 |
| BDFS Capital LLC | History | Reduced | 26,492 | 1,133 | 0.49% | 0.43% | 62 | -79 | -0.3% | Q2 2026 | Jul 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 23,602 | 1,009 | 0.49% | 0.45% | 63 | -1,297 | -5.21% | Q2 2026 | Aug 07, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 20,837 | 891 | 0.22% | — | 64 | +20,837 | New | Q2 2026 | Aug 03, 2026 |
| TAGStone Capital, Inc. | History | Added to | 20,829 | 890 | 0.28% | 0.19% | 65 | +4,711 | 29.23% | Q2 2026 | Aug 11, 2026 |
| Daner Wealth Management, LLC | History | Added to | 20,541 | 845 | 0.46% | 0.43% | 66 | +2,662 | 14.89% | Q2 2026 | Aug 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 18,139 | 775 | 0.38% | 0.37% | 67 | -1,984 | -9.86% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 17,763 | 759 | 0.0% | 0.0% | 68 | +6,941 | 64.14% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 17,660 | 755 | 0.0% | 0.0% | 69 | +10,315 | 140.44% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,308 | 740 | 0.0% | 0.0% | 70 | +904 | 5.51% | Q2 2026 | Aug 05, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 17,106 | 731 | 0.55% | 0.49% | 71 | -60 | -0.35% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,437 | 703 | 0.04% | 0.03% | 72 | +2,737 | 19.98% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | Added to | 16,431 | 702 | 0.0% | 0.0% | 73 | +519 | 3.26% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 17,915 | 697 | 0.35% | 0.39% | 74 | -1,482 | -7.64% | Q2 2026 | Jul 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,176 | 691 | 0.01% | 0.01% | 75 | +7,332 | 82.9% | Q2 2026 | Aug 03, 2026 |
| Vantage Point Financial LLC | History | Added to | 15,984 | 683 | 0.21% | 0.15% | 76 | +3,086 | 23.93% | Q2 2026 | Aug 14, 2026 |
| Outbound Financial Inc | History | Reduced | 14,816 | 633 | 0.41% | 0.41% | 77 | -1,461 | -8.98% | Q2 2026 | Jul 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 14,622 | 625 | 0.45% | 0.4% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 14,350 | 607 | 0.08% | 0.07% | 79 | -15,821 | -52.44% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | New | 14,427 | 587 | 0.01% | — | 80 | +14,427 | New | Q2 2026 | Jul 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 12,941 | 553 | 0.18% | — | 81 | +12,941 | New | Q2 2026 | Jul 17, 2026 |
| Pacific Asset Management, LLC | History | Added to | 12,472 | 533 | 0.26% | 0.23% | 82 | +43 | 0.35% | Q2 2026 | Jul 27, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 12,335 | 527 | 0.23% | — | 83 | +12,335 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 12,229 | 523 | 0.0% | — | 84 | +12,229 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,050 | 515 | 0.0% | 0.0% | 85 | +675 | 5.93% | Q2 2026 | Jul 28, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 11,718 | 501 | 1.07% | 1.34% | 86 | -26,845 | -69.61% | Q2 2026 | Aug 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,575 | 495 | 0.16% | 0.15% | 87 | -582 | -4.79% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 11,471 | 490 | 0.02% | 0.02% | 88 | -60 | -0.52% | Q2 2026 | Aug 20, 2026 |
| Creative Planning | History | Added to | 11,019 | 471 | 0.0% | 0.0% | 89 | +225 | 2.08% | Q2 2026 | Aug 13, 2026 |
| Everest Private Wealth | History | Added to | 10,502 | 449 | 0.17% | 0.13% | 90 | +3,144 | 42.73% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,419 | 445 | 0.01% | 0.01% | 91 | -1,009 | -8.83% | Q2 2026 | Jul 23, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 10,357 | 442 | 0.21% | 0.2% | 92 | -840 | -7.5% | Q2 2026 | Jul 22, 2026 |
| Brookstone Capital Management | History | Added to | 10,315 | 441 | 0.0% | 0.0% | 93 | +738 | 7.71% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,058 | 430 | 0.01% | 0.1% | 94 | -172,658 | -94.5% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 9,023 | 385 | 0.03% | 0.02% | 95 | +34 | 0.38% | Q2 2026 | Jul 29, 2026 |
| Vestment Financial LLC | History | Added to | 9,255 | 385 | 0.17% | 0.17% | 96 | +2 | 0.02% | Q2 2026 | Jul 24, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 8,934 | 382 | 0.28% | 0.26% | 97 | -307 | -3.32% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,767 | 374 | 0.01% | 0.0% | 98 | +1,366 | 18.46% | Q2 2026 | Aug 10, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | Reduced | 8,732 | 373 | 0.05% | 0.11% | 99 | -48 | -0.55% | Q2 2026 | Aug 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,720 | 372 | 0.11% | 0.1% | 100 | +38 | 0.44% | Q2 2026 | Aug 06, 2026 |
| Global Financial Private Client, LLC | History | New | 8,442 | 361 | 0.1% | — | 102 | +8,442 | New | Q2 2026 | Jul 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 9,179 | 361 | 0.02% | 0.02% | 101 | +2,247 | 32.41% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | Added to | 8,414 | 359 | 0.02% | 0.01% | 103 | +703 | 9.12% | Q2 2026 | Jul 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,570 | 323 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 7,020 | 300 | 0.01% | 0.01% | 105 | -512 | -6.8% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | New | 6,732 | 287 | 0.0% | — | 106 | +6,732 | New | Q2 2026 | Aug 11, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 6,231 | 266 | 0.04% | — | 107 | +6,231 | New | Q2 2026 | Jul 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 6,149 | 263 | 0.08% | 0.07% | 108 | +32 | 0.52% | Q2 2026 | Jul 30, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 6,123 | 261 | 0.03% | 0.03% | 110 | +21 | 0.34% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,124 | 261 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | New | 6,101 | 260 | 0.01% | — | 111 | +6,101 | New | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,609 | 239 | 0.0% | — | 112 | +5,609 | New | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,576 | 238 | 0.0% | 0.0% | 113 | -9,837 | -63.82% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | New | 5,517 | 235 | 0.01% | — | 114 | +5,517 | New | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | New | 5,466 | 233 | 0.01% | — | 115 | +5,466 | New | Q2 2026 | Jul 30, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,813 | 205 | 0.07% | — | 116 | +4,813 | New | Q2 2026 | Jul 17, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 4,686 | 200 | 0.02% | — | 117 | +4,686 | New | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 4,140 | 177 | 0.01% | — | 118 | +4,140 | New | Q2 2026 | Jul 28, 2026 |
| LAM GROUP, INC. | History | Added to | 3,805 | 162 | 0.08% | 0.06% | 119 | +340 | 9.81% | Q2 2026 | Jul 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 3,362 | 143 | 0.1% | 0.08% | 120 | +6 | 0.18% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | Added to | 2,208 | 94 | 0.0% | 0.11% | 121 | +1,035 | 88.24% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,847 | 78 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHL GROUP, LLC | History | Added to | 1,643 | 70 | 0.06% | 0.04% | 123 | +152 | 10.19% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | New | 1,257 | 54 | 0.0% | — | 124 | +1,257 | New | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 1,140 | 49 | 0.0% | — | 125 | +1,140 | New | Q2 2026 | Jul 01, 2026 |
| Allworth Financial LP | History | No change | 1,133 | 48 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,051 | 44 | 0.0% | 0.0% | 127 | +858 | 444.56% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 847 | 36 | 0.0% | 0.0% | 128 | +1 | 0.12% | Q2 2026 | Jul 24, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 576 | 24 | 0.01% | 0.01% | 129 | -129 | -18.3% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 517 | 22 | 0.0% | 0.0% | 130 | +3 | 0.58% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | New | 500 | 21 | 0.0% | — | 131 | +500 | New | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 448 | 19 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Millstone Evans Group, LLC | History | Added to | 434 | 18 | 0.01% | 0.01% | 133 | +21 | 5.08% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 363 | 15 | 0.0% | 0.0% | 135 | +1 | 0.28% | Q2 2026 | Jul 20, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 260 | 11 | 0.0% | 0.0% | 136 | +13 | 5.26% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 141 | 6 | 0.0% | 0.0% | 138 | +26 | 22.61% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 144 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 132 | 5 | 0.0% | 0.0% | 139 | -1,030 | -88.64% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 96 | 4 | 0.0% | 0.0% | 141 | -19 | -16.52% | Q2 2026 | Jul 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 100 | 4 | 0.0% | 0.0% | 140 | -17 | -14.53% | Q2 2026 | Aug 05, 2026 |
| COWA, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,743 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,693 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q2 2026 | Aug 13, 2026 |