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 | Reduced | 911,559 | 37,501 | 2.64% | 2.72% | 1 | -1,006 | -0.11% | Q3 2026 | Oct 28, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 629,331 | 25,890 | 4.13% | 4.04% | 2 | +13,985 | 2.27% | Q3 2026 | Oct 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 341,655 | 14,612 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 238,019 | 10,180 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| von Borstel & Associates, Inc. | History | No change | 223,277 | 9,549 | 1.96% | 1.96% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 198,248 | 8,479 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 196,062 | 8,065 | 0.8% | 0.83% | 7 | +261 | 0.13% | Q3 2026 | Oct 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 182,687 | 7,813 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| United Wealth Management, LLC | History | Added to | 168,991 | 6,952 | 1.84% | 1.62% | 9 | +603 | 0.36% | Q3 2026 | Oct 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 168,041 | 6,913 | 0.73% | 0.64% | 10 | +21,585 | 14.74% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165,359 | 6,802 | 0.05% | 0.05% | 11 | +11,029 | 7.15% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 140,838 | 6,023 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 133,413 | 5,706 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 142,566 | 5,303 | 0.1% | 0.11% | 14 | +2,589 | 1.85% | Q3 2026 | Oct 26, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 123,322 | 5,073 | 0.48% | 0.55% | 15 | -8,930 | -6.75% | Q3 2026 | Nov 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 107,786 | 4,434 | 0.14% | 0.14% | 16 | +2,739 | 2.61% | Q3 2026 | Oct 29, 2026 |
| Foundry Financial LLC | History | Added to | 103,790 | 4,269 | 1.33% | 1.31% | 17 | +13,121 | 14.47% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 99,612 | 4,262 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 102,022 | 4,197 | 0.03% | 0.03% | 19 | +5,873 | 6.11% | Q3 2026 | Oct 26, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 98,856 | 4,066 | 1.36% | 1.39% | 20 | +3,363 | 3.52% | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 93,795 | 4,011 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 92,909 | 3,973 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Meredith Wealth Planning | History | Reduced | 95,503 | 3,929 | 0.98% | 1.05% | 23 | -8,830 | -8.46% | Q3 2026 | Oct 14, 2026 |
| Merit Financial Group, LLC | History | No change | 89,788 | 3,840 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 88,719 | 3,794 | 1.81% | 1.81% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 87,132 | 3,726 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 78,954 | 3,350 | 0.74% | 0.71% | 27 | +320 | 0.41% | Q3 2026 | Oct 28, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 79,009 | 3,297 | 2.47% | 2.47% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TABLEAUX LLC | History | Added to | 77,851 | 3,202 | 1.31% | 1.24% | 29 | +8,760 | 12.68% | Q3 2026 | Oct 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 74,846 | 3,201 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 73,487 | 3,143 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | No change | 72,894 | 3,117 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 70,820 | 2,913 | 0.92% | 1.04% | 33 | -6,226 | -8.08% | Q3 2026 | Oct 22, 2026 |
| Evanson Financial, LLC | History | Added to | 69,022 | 2,839 | 0.14% | 0.14% | 34 | +497 | 0.73% | Q3 2026 | Oct 23, 2026 |
| Betterment LLC | History | No change | 62,846 | 2,688 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 61,005 | 2,609 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | Added to | 58,979 | 2,426 | 0.44% | 0.42% | 37 | +2,569 | 4.55% | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 57,334 | 2,412 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 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 | No change | 55,570 | 2,376 | 1.64% | 1.64% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CSP Financial Group, LLC | History | Added to | 53,592 | 2,204 | 2.22% | 1.82% | 41 | +3,561 | 7.12% | Q3 2026 | Oct 26, 2026 |
| Wealthspire Advisors, LLC | History | No change | 50,449 | 2,157 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 51,076 | 2,101 | 0.13% | 0.19% | 43 | -1,928 | -3.64% | Q3 2026 | Oct 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 47,510 | 2,032 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Applied Capital LLC | History | No change | 47,335 | 2,024 | 0.65% | 0.65% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 44,835 | 1,917 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,141 | 1,898 | 0.01% | 0.01% | 47 | +4,613 | 11.11% | Q3 2026 | Nov 02, 2026 |
| HM PAYSON & CO | History | No change | 43,152 | 1,845 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | No change | 41,174 | 1,761 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 39,421 | 1,686 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 38,170 | 1,632 | 0.43% | 0.43% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,860 | 1,557 | 0.02% | 0.03% | 52 | -1,133 | -2.91% | Q3 2026 | Nov 03, 2026 |
| Apella Capital, LLC | History | Added to | 35,601 | 1,471 | 0.02% | 0.01% | 53 | +21,174 | 146.77% | Q3 2026 | Oct 08, 2026 |
| Sollinda Capital Management LLC | History | No change | 33,419 | 1,429 | 0.31% | 0.31% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,179 | 1,406 | 0.0% | 0.0% | 55 | +1,079 | 3.26% | Q3 2026 | Nov 02, 2026 |
| BIP Wealth, LLC | History | Added to | 33,928 | 1,395 | 0.04% | 0.01% | 56 | +27,827 | 456.11% | Q3 2026 | Oct 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 33,872 | 1,393 | 0.34% | 0.32% | 57 | +2,816 | 9.07% | Q3 2026 | Oct 19, 2026 |
| WorthPointe, LLC | History | No change | 28,565 | 1,221 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Index Fund Advisors, Inc. | History | No change | 28,529 | 1,220 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 29,637 | 1,219 | 0.15% | 0.14% | 60 | +1,481 | 5.26% | Q3 2026 | Oct 19, 2026 |
| Envision Financial Planning, LLC | History | No change | 28,359 | 1,212 | 0.39% | 0.39% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 28,463 | 1,170 | 0.97% | 0.94% | 62 | +1,465 | 5.43% | Q3 2026 | Oct 13, 2026 |
| BDFS Capital LLC | History | Reduced | 24,690 | 1,015 | 0.5% | 0.49% | 63 | -1,802 | -6.8% | Q3 2026 | Oct 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 23,602 | 1,009 | 0.49% | 0.49% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TAGStone Capital, Inc. | History | No change | 20,829 | 890 | 0.28% | 0.28% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daner Wealth Management, LLC | History | No change | 20,541 | 845 | 0.46% | 0.46% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 19,347 | 795 | 0.0% | 0.0% | 67 | +1,584 | 8.92% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,660 | 755 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | Added to | 18,173 | 754 | 0.37% | 0.35% | 69 | +258 | 1.44% | Q3 2026 | Oct 15, 2026 |
| Brookstone Capital Management | History | Added to | 18,297 | 752 | 0.01% | 0.0% | 70 | +7,982 | 77.38% | Q3 2026 | Oct 22, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 18,201 | 748 | 0.35% | 0.38% | 71 | +62 | 0.34% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 17,308 | 740 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 17,756 | 730 | 0.58% | 0.55% | 73 | +650 | 3.8% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 17,318 | 715 | 0.04% | 0.04% | 74 | +881 | 5.36% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 16,431 | 702 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,176 | 691 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vantage Point Financial LLC | History | No change | 15,984 | 683 | 0.21% | 0.21% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 14,622 | 625 | 0.45% | 0.45% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Outbound Financial Inc | History | Reduced | 13,363 | 549 | 0.35% | 0.41% | 79 | -1,453 | -9.81% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,329 | 548 | 0.0% | 0.0% | 80 | +1,279 | 10.61% | Q3 2026 | Oct 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 12,945 | 532 | 0.17% | 0.18% | 81 | +4 | 0.03% | Q3 2026 | Oct 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 12,335 | 527 | 0.23% | 0.23% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,229 | 523 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 12,529 | 515 | 0.25% | 0.26% | 84 | +57 | 0.46% | Q3 2026 | Oct 15, 2026 |
| Broadhurst Jeffrey B | History | No change | 11,718 | 501 | 1.07% | 1.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 11,471 | 490 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,823 | 486 | 0.01% | 0.01% | 87 | +1,404 | 13.48% | Q3 2026 | Oct 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,509 | 473 | 0.15% | 0.16% | 88 | -66 | -0.57% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 11,217 | 461 | 0.0% | 0.0% | 89 | +198 | 1.8% | Q3 2026 | Nov 02, 2026 |
| Everest Private Wealth | History | No change | 10,502 | 449 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Financial Private Client, LLC | History | Added to | 10,687 | 439 | 0.12% | 0.1% | 91 | +2,245 | 26.59% | Q3 2026 | Oct 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 10,058 | 430 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 9,995 | 411 | 0.02% | 0.02% | 93 | +816 | 8.89% | Q3 2026 | Oct 26, 2026 |
| Vestment Financial LLC | History | Added to | 9,258 | 379 | 0.17% | 0.17% | 94 | +3 | 0.03% | Q3 2026 | Oct 13, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,170 | 377 | 0.2% | 0.21% | 95 | -1,187 | -11.46% | Q3 2026 | Oct 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,767 | 374 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 9,069 | 373 | 0.03% | 0.03% | 97 | +46 | 0.51% | Q3 2026 | Oct 22, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 8,732 | 373 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrowroot Family Office, LLC | History | No change | 8,720 | 372 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COWA, LLC | History | New | 8,947 | 368 | 0.09% | — | 100 | +8,947 | New | Q3 2026 | Oct 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 8,743 | 359 | 0.01% | 0.01% | 102 | -827 | -8.64% | Q3 2026 | Oct 13, 2026 |
| NWAM LLC | History | No change | 8,414 | 359 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 8,520 | 350 | 0.26% | 0.28% | 103 | -414 | -4.63% | Q3 2026 | Oct 22, 2026 |
| LAM GROUP, INC. | History | Added to | 7,710 | 317 | 0.16% | 0.08% | 104 | +3,905 | 102.63% | Q3 2026 | Oct 26, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,020 | 300 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 6,732 | 287 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,124 | 261 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 6,123 | 261 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 6,245 | 256 | 0.08% | 0.08% | 109 | +96 | 1.56% | Q3 2026 | Oct 26, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 6,703 | 253 | 0.03% | 0.04% | 110 | +472 | 7.58% | Q3 2026 | Nov 02, 2026 |
| Tranquility Partners, LLC | History | New | 5,922 | 243 | 0.08% | — | 111 | +5,922 | New | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,881 | 242 | 0.0% | 0.0% | 112 | +305 | 5.47% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,609 | 239 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 5,466 | 233 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Freedom Day Solutions, LLC | History | New | 4,922 | 202 | 0.04% | — | 115 | +4,922 | New | Q3 2026 | Oct 19, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,686 | 200 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,193 | 172 | 0.01% | 0.01% | 117 | +53 | 1.28% | Q3 2026 | Nov 04, 2026 |
| RHL GROUP, LLC | History | Added to | 3,481 | 143 | 0.1% | 0.06% | 119 | +1,838 | 111.87% | Q3 2026 | Nov 03, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,362 | 143 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 2,208 | 94 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,847 | 78 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 1,257 | 54 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,133 | 48 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Reduced | 1,100 | 45 | 0.0% | 0.0% | 124 | -40 | -3.51% | Q3 2026 | Oct 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,051 | 44 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 994 | 42 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 730 | 30 | 0.0% | 0.0% | 127 | -117 | -13.81% | Q3 2026 | Nov 04, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 576 | 23 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 517 | 22 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 500 | 20 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 448 | 18 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 434 | 18 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 366 | 15 | 0.0% | 0.0% | 134 | +3 | 0.83% | Q3 2026 | Oct 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 260 | 11 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 253 | 10 | 0.0% | — | 136 | +253 | New | Q3 2026 | Nov 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 141 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 132 | 5 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 144 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 100 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | New | 25 | 1 | 0.0% | — | 142 | +25 | New | Q3 2026 | Oct 21, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.22% | — | -20,837 | -100.0% | Q3 2026 | Oct 26, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -14,350 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,517 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TCFG Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,813 | -100.0% | Q3 2026 | Oct 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 21, 2026 |