Dimensional ETF Trust - DFEV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Dedication, LLC | History | Added to | 2,652,610 | 89,499 | 5.88% | 5.57% | 1 | +54,595 | 2.1% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,622,858 | 54,755 | 0.03% | 0.03% | 2 | +338,425 | 26.35% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,341,125 | 45,249 | 0.83% | 0.81% | 3 | +37,316 | 2.86% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 939,619 | 31,702 | 0.01% | 0.01% | 4 | +37,100 | 4.11% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 932,682 | 31,468 | 0.03% | 0.03% | 5 | -6,144 | -0.65% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 831,372 | 28,050 | 0.0% | 0.0% | 6 | -6,615 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Sensible Money, LLC | History | Added to | 730,900 | 24,660 | 7.88% | 7.71% | 7 | +19,348 | 2.72% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 704,601 | 23,773 | 6.97% | 7.21% | 8 | -34,917 | -4.72% | Q4 2025 | Jan 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 674,897 | 22,771 | 0.72% | 0.6% | 9 | +101,953 | 17.79% | Q4 2025 | Jan 30, 2026 |
| Marquette Asset Management, LLC | History | Added to | 674,705 | 22,764 | 3.36% | 3.27% | 10 | +5,461 | 0.82% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 606,046 | 20,447 | 0.14% | 0.16% | 11 | +10,161 | 1.71% | Q4 2025 | Feb 18, 2026 |
| Evanson Asset Management, LLC | History | Added to | 551,175 | 18,596 | 1.0% | 0.96% | 12 | +19,201 | 3.61% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 550,474 | 18,573 | 0.04% | 0.04% | 13 | +24,817 | 4.72% | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 549,309 | 18,533 | 15.34% | — | 14 | +549,309 | New | Q4 2025 | Apr 02, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 482,981 | 16,295 | 7.59% | 7.59% | 15 | +4,413 | 0.92% | Q4 2025 | Jan 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 439,842 | 14,840 | 0.7% | 0.63% | 16 | +31,045 | 7.59% | Q4 2025 | Jan 29, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 439,641 | 14,833 | 0.38% | 0.34% | 17 | +48,435 | 12.38% | Q4 2025 | Jan 28, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 421,781 | 14,230 | 3.96% | 4.05% | 18 | -59,155 | -12.3% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 505,547 | 13,570 | 4.72% | 5.1% | 19 | +8,851 | 1.78% | Q4 2025 | Jan 09, 2026 |
| Guardian Wealth Management, LLC | History | New | 365,694 | 12,338 | 3.91% | — | 20 | +365,694 | New | Q4 2025 | Jan 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 353,652 | 11,932 | 1.27% | 1.19% | 21 | +16,384 | 4.86% | Q4 2025 | Jan 09, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 351,153 | 11,847 | 3.44% | 3.29% | 22 | -38,863 | -9.96% | Q4 2025 | Feb 06, 2026 |
| Opes Wealth Management LLC | History | Reduced | 330,514 | 11,151 | 1.82% | 1.84% | 23 | -3,318 | -0.99% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 271,346 | 9,155 | 0.05% | 0.06% | 24 | -16,755 | -5.82% | Q4 2025 | Jan 26, 2026 |
| Financial Architects, LLC | History | Added to | 265,840 | 8,969 | 4.82% | 4.71% | 25 | +5,730 | 2.2% | Q4 2025 | Jan 21, 2026 |
| Blume Capital Management, Inc. | History | Added to | 262,308 | 8,850 | 1.61% | 1.59% | 26 | +200 | 0.08% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 252,382 | 8,515 | 0.01% | 0.01% | 27 | -643 | -0.25% | Q4 2025 | Feb 02, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 252,041 | 8,503 | 1.99% | 1.32% | 28 | -3,556 | -1.39% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 224,775 | 7,584 | 0.01% | 0.01% | 29 | +5,265 | 2.4% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 220,729 | 7,447 | 0.1% | 0.13% | 30 | +1,036 | 0.47% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 209,276 | 7,060 | 0.77% | 0.79% | 31 | -16,408 | -7.27% | Q4 2025 | Jan 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 200,501 | 6,764 | 0.13% | 0.01% | 32 | +194,079 | 3022.1% | Q4 2025 | Feb 11, 2026 |
| Cordant, Inc. | History | Added to | 197,751 | 6,672 | 2.8% | 2.4% | 33 | +30,809 | 18.45% | Q4 2025 | Jan 12, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 194,412 | 6,559 | 0.58% | 0.54% | 34 | +4,658 | 2.45% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 191,982 | 6,477 | 0.05% | 0.06% | 35 | +805 | 0.42% | Q4 2025 | Feb 17, 2026 |
| SPWM Advisors LLC | History | New | 189,228 | 6,384 | 6.06% | — | 36 | +189,228 | New | Q4 2025 | Feb 17, 2026 |
| Estate Counselors, LLC | History | Added to | 184,115 | 6,212 | 0.52% | 0.5% | 37 | +2,865 | 1.58% | Q4 2025 | Feb 02, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 179,951 | 6,071 | 1.83% | 1.79% | 38 | +1,895 | 1.06% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 178,024 | 6,006 | 0.31% | 0.51% | 39 | -80,964 | -31.26% | Q4 2025 | Feb 10, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 166,743 | 5,625 | 2.22% | 2.06% | 40 | +7,631 | 4.8% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 162,332 | 5,477 | 0.04% | 0.04% | 41 | +5,018 | 3.19% | Q4 2025 | Feb 12, 2026 |
| United Wealth Management, LLC | History | Added to | 159,541 | 5,382 | 1.39% | 1.34% | 42 | +5,008 | 3.24% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 154,133 | 5,200 | 0.0% | — | 43 | +154,133 | New | Q4 2025 | Feb 17, 2026 |
| Timonier Family Office, LTD. | History | Added to | 150,467 | 5,076 | 1.61% | 1.56% | 44 | +1,555 | 1.04% | Q4 2025 | Feb 04, 2026 |
| Breakwater Capital Group | History | Added to | 150,161 | 5,066 | 0.71% | 0.69% | 45 | +2,580 | 1.75% | Q4 2025 | Jan 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 151,543 | 5,065 | 2.57% | 2.18% | 46 | +24,394 | 19.19% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 144,242 | 4,866 | 0.0% | 0.0% | 47 | -4,937 | -3.31% | Q4 2025 | Feb 10, 2026 |
| Financially in Tune, LLC | History | New | 134,302 | 4,531 | 4.23% | — | 48 | +134,302 | New | Q4 2025 | Feb 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 133,218 | 4,494 | 1.52% | 1.51% | 49 | +720 | 0.54% | Q4 2025 | Jan 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 131,814 | 4,447 | 0.64% | 0.61% | 50 | +11,671 | 9.71% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 130,532 | 4,404 | 0.0% | 0.0% | 51 | +14,407 | 12.41% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 122,072 | 4,118 | 0.19% | 0.17% | 52 | +22,833 | 23.01% | Q4 2025 | Jan 12, 2026 |
| McCartney Wealth Management LLC | History | New | 117,736 | 3,972 | 3.43% | — | 53 | +117,736 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 117,433 | 3,962 | 0.04% | 0.04% | 54 | +35,516 | 43.36% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 110,721 | 3,735 | 0.14% | 0.15% | 55 | +10,453 | 10.43% | Q4 2025 | Feb 09, 2026 |
| DRAVO BAY LLC | History | Added to | 110,651 | 3,733 | 1.55% | 1.47% | 56 | +6,248 | 5.98% | Q4 2025 | Jan 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 109,703 | 3,701 | 2.18% | 2.21% | 57 | +4,404 | 4.18% | Q4 2025 | Feb 02, 2026 |
| Family Investment Center, Inc. | History | Added to | 108,209 | 3,650 | 0.74% | 0.71% | 58 | +645 | 0.6% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 105,014 | 3,543 | 0.02% | 0.02% | 59 | +22,611 | 27.44% | Q4 2025 | Feb 12, 2026 |
| White Wing Wealth Management | History | Added to | 101,946 | 3,439 | 2.05% | 1.74% | 60 | +14,673 | 16.81% | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 100,397 | 3,387 | 0.0% | 0.0% | 61 | +3,237 | 3.33% | Q4 2025 | Mar 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 99,955 | 3,372 | 0.0% | 0.0% | 62 | +33,572 | 50.57% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 98,697 | 3,330 | 0.05% | 0.04% | 63 | +8,225 | 9.09% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 98,421 | 3,320 | 0.03% | 0.03% | 64 | +5,426 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 87,915 | 3,184 | 0.08% | 0.08% | 65 | +1,807 | 2.1% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 94,154 | 3,176 | 0.01% | — | 66 | +94,154 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 93,446 | 3,152 | 0.01% | 0.02% | 67 | -37,003 | -28.37% | Q4 2025 | Feb 18, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 90,796 | 3,063 | 1.36% | 1.28% | 68 | +7,766 | 9.35% | Q4 2025 | Jan 16, 2026 |
| Verum Partners LLC | History | Reduced | 88,966 | 3,001 | 0.61% | 0.61% | 69 | -474 | -0.53% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 84,649 | 2,856 | 0.0% | 0.0% | 70 | -17,284 | -16.96% | Q4 2025 | Feb 17, 2026 |
| Astra Wealth Partners LLC | History | Added to | 84,674 | 2,856 | 1.68% | 1.7% | 71 | +4,716 | 5.9% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 84,354 | 2,846 | 0.01% | 0.01% | 72 | -9 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 82,590 | 2,786 | 0.23% | 0.24% | 73 | -1,750 | -2.07% | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 82,303 | 2,776 | 1.0% | 0.97% | 74 | -1,974 | -2.34% | Q4 2025 | Jan 22, 2026 |
| LAM GROUP, INC. | History | Reduced | 82,235 | 2,774 | 1.59% | 1.65% | 75 | -1,025 | -1.23% | Q4 2025 | Jan 23, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 79,793 | 2,692 | 2.24% | 2.03% | 76 | +6,393 | 8.71% | Q4 2025 | Feb 03, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 74,370 | 2,509 | 0.52% | 0.55% | 77 | -6,648 | -8.21% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Reduced | 73,458 | 2,478 | 0.01% | 0.02% | 78 | -9,412 | -11.36% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 73,170 | 2,468 | 0.18% | 0.16% | 79 | -2,735 | -3.6% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 69,375 | 2,340 | 0.29% | 0.26% | 80 | +9,206 | 15.3% | Q4 2025 | Jan 08, 2026 |
| B&D White Capital Company, LLC | History | New | 68,591 | 2,314 | 0.27% | — | 81 | +68,591 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,562 | 2,247 | 0.0% | 0.0% | 82 | +21,142 | 46.55% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 65,458 | 2,208 | 0.01% | 0.01% | 83 | -2,595 | -3.81% | Q4 2025 | Feb 03, 2026 |
| Foundry Financial LLC | History | New | 63,821 | 2,153 | 1.13% | — | 84 | +63,821 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,753 | 2,117 | 0.0% | 0.0% | 85 | +7,784 | 14.16% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 60,911 | 2,055 | 0.02% | 0.01% | 86 | +631 | 1.05% | Q4 2025 | Feb 12, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 58,715 | 1,981 | 2.81% | 2.83% | 87 | -1,006 | -1.68% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 58,150 | 1,961 | 0.0% | 0.0% | 88 | -1,503 | -2.52% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 57,234 | 1,931 | 0.02% | 0.02% | 89 | -5,975 | -9.45% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 56,962 | 1,921 | 0.0% | 0.0% | 90 | +8,324 | 17.11% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | Reduced | 56,097 | 1,892 | 0.44% | 0.75% | 91 | -2,255 | -3.86% | Q4 2025 | Feb 17, 2026 |
| SB Capital Management Inc | History | New | 53,408 | 1,801 | 0.66% | — | 92 | +53,408 | New | Q4 2025 | Feb 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 51,042 | 1,722 | 0.14% | 0.12% | 93 | -51 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Applied Capital LLC | History | Reduced | 50,695 | 1,710 | 0.66% | 0.66% | 94 | -878 | -1.7% | Q4 2025 | Jan 16, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 49,246 | 1,661 | 0.45% | 0.46% | 95 | -1,219 | -2.42% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Added to | 48,775 | 1,645 | 0.59% | 0.56% | 96 | +3,510 | 7.75% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | Added to | 48,723 | 1,643 | 0.06% | 0.05% | 97 | +1,519 | 3.22% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 45,346 | 1,529 | 0.01% | — | 98 | +45,346 | New | Q4 2025 | Feb 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 44,739 | 1,509 | 0.86% | 0.89% | 99 | -36 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 44,270 | 1,493 | 1.25% | 1.16% | 100 | -348 | -0.78% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 43,798 | 1,477 | 0.03% | 0.03% | 101 | -1,912 | -4.18% | Q4 2025 | Jan 16, 2026 |
| Three Arch Wealth Management LLC | History | New | 42,943 | 1,448 | 0.27% | — | 102 | +42,943 | New | Q4 2025 | Feb 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 40,075 | 1,352 | 0.26% | 0.3% | 103 | -8,689 | -17.82% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 39,911 | 1,346 | 0.0% | 0.0% | 104 | -1,133 | -2.76% | Q4 2025 | Feb 12, 2026 |
| Matisse Capital | History | No change | 39,760 | 1,341 | 0.6% | 0.57% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 39,614 | 1,336 | 0.37% | 0.16% | 106 | +23,311 | 142.99% | Q4 2025 | Feb 10, 2026 |
| Corus Family Wealth Advisors | History | Added to | 39,542 | 1,334 | 1.06% | 0.87% | 107 | +2,487 | 6.71% | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | No change | 39,563 | 1,334 | 0.14% | 0.15% | 108 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 38,410 | 1,295 | 0.51% | 0.44% | 109 | +4,726 | 14.03% | Q4 2025 | Jan 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 38,260 | 1,290 | 0.81% | 0.73% | 110 | +3,262 | 9.32% | Q4 2025 | Feb 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,992 | 1,281 | 0.01% | 0.01% | 111 | +1,583 | 4.35% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 37,229 | 1,256 | 0.0% | 0.0% | 112 | +6,722 | 22.03% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 35,049 | 1,182 | 0.26% | — | 113 | +35,049 | New | Q4 2025 | Feb 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 34,685 | 1,170 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 33,399 | 1,127 | 0.04% | — | 115 | +33,399 | New | Q4 2025 | Feb 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 33,055 | 1,115 | 0.42% | 0.23% | 116 | +15,070 | 83.79% | Q4 2025 | Feb 09, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 32,840 | 1,108 | 0.18% | 0.17% | 117 | +1,518 | 4.85% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 32,097 | 1,083 | 0.0% | 0.0% | 118 | +1,633 | 5.36% | Q4 2025 | Jan 26, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 31,736 | 1,070 | 0.94% | — | 119 | +31,736 | New | Q4 2025 | Feb 05, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 31,592 | 1,065 | 0.44% | 0.44% | 120 | -492 | -1.53% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,070 | 1,048 | 0.01% | 0.01% | 121 | +3,124 | 11.18% | Q4 2025 | Jan 05, 2026 |
| CSS LLC/IL | History | Added to | 30,778 | 1,038 | 0.05% | 0.04% | 122 | +3,040 | 10.96% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,654 | 1,034 | 0.0% | 0.0% | 123 | +3,763 | 13.99% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 30,460 | 1,027 | 0.04% | 0.04% | 124 | -1,820 | -5.64% | Q4 2025 | Feb 06, 2026 |
| Forum Financial Management, LP | History | Reduced | 29,851 | 1,007 | 0.01% | 0.01% | 125 | -2,359 | -7.32% | Q4 2025 | Jan 27, 2026 |
| Oceanside Advisors LLC | History | Added to | 28,807 | 971 | 0.59% | 0.56% | 126 | +579 | 2.05% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 28,323 | 955 | 0.01% | 0.01% | 127 | -993 | -3.39% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 28,011 | 945 | 0.02% | 0.02% | 128 | +917 | 3.38% | Q4 2025 | Jan 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 25,448 | 858 | 0.26% | 0.15% | 129 | +10,322 | 68.24% | Q4 2025 | Feb 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 25,151 | 848 | 0.31% | 0.37% | 130 | -4,812 | -16.06% | Q4 2025 | Jan 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 22,676 | 765 | 0.13% | 0.13% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 21,719 | 732 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 21,493 | 725 | 0.19% | 0.17% | 133 | +2,132 | 11.01% | Q4 2025 | Jan 09, 2026 |
| Gibson Capital, LLC | History | Added to | 21,371 | 721 | 0.13% | 0.13% | 134 | +6 | 0.03% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20,335 | 686 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 20,144 | 679 | 0.34% | 0.34% | 136 | -87 | -0.43% | Q4 2025 | Feb 11, 2026 |
| HANOVER ADVISORS INC | History | Added to | 18,470 | 623 | 0.24% | 0.23% | 137 | +23 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 18,082 | 610 | 0.47% | 0.42% | 138 | +353 | 1.99% | Q4 2025 | Feb 12, 2026 |
| Unison Advisors LLC | History | Reduced | 18,072 | 609 | 0.05% | 0.06% | 139 | -927 | -4.88% | Q4 2025 | Jan 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 17,641 | 595 | 0.07% | 0.07% | 140 | -354 | -1.97% | Q4 2025 | Jan 14, 2026 |
| Family CFO Inc | History | No change | 17,336 | 584 | 0.26% | 0.25% | 141 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 17,024 | 574 | 0.36% | 0.27% | 142 | +3,694 | 27.71% | Q4 2025 | Jan 14, 2026 |
| ATLas Financial Planning LLC | History | New | 16,829 | 567 | 0.56% | — | 144 | +16,829 | New | Q4 2025 | Feb 17, 2026 |
| Two West Capital Advisors LLC | History | Added to | 16,823 | 567 | 0.33% | 0.33% | 143 | +206 | 1.24% | Q4 2025 | Jan 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,733 | 564 | 0.0% | — | 145 | +16,733 | New | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 16,631 | 561 | 0.0% | 0.0% | 146 | -2,458 | -12.88% | Q4 2025 | Feb 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,837 | 534 | 0.19% | 0.17% | 147 | +113 | 0.72% | Q4 2025 | Feb 03, 2026 |
| NCM Capital Management, LLC | History | Added to | 15,650 | 528 | 0.2% | 0.18% | 148 | +1,100 | 7.56% | Q4 2025 | Mar 02, 2026 |
| Focus Partners Wealth | History | Added to | 15,157 | 511 | 0.0% | 0.0% | 149 | +1,887 | 14.22% | Q4 2025 | Feb 13, 2026 |
| E6 Portfolios, LLC | History | New | 14,844 | 500 | 0.57% | — | 150 | +14,844 | New | Q4 2025 | Feb 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 13,697 | 462 | 0.32% | 0.32% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Financial Group Corp | History | Reduced | 13,430 | 453 | 0.39% | 0.37% | 152 | -10 | -0.07% | Q4 2025 | Jan 28, 2026 |
| Austin Private Wealth, LLC | History | Added to | 13,410 | 452 | 0.03% | 0.03% | 153 | +84 | 0.63% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | New | 12,823 | 432 | 0.0% | — | 154 | +12,823 | New | Q4 2025 | Jan 29, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 12,678 | 427 | 0.09% | 0.1% | 155 | +687 | 5.73% | Q4 2025 | Feb 09, 2026 |
| Approach Retirement Advisors, LLC | History | New | 12,428 | 419 | 0.36% | — | 156 | +12,428 | New | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,358 | 416 | 0.02% | 0.02% | 157 | -104 | -0.83% | Q4 2025 | Mar 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 12,166 | 410 | 0.15% | 0.16% | 158 | -292 | -2.34% | Q4 2025 | Jan 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 12,163 | 410 | 0.06% | 0.06% | 159 | -108 | -0.88% | Q4 2025 | Jan 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,972 | 403 | 0.01% | 0.01% | 160 | +480 | 4.18% | Q4 2025 | Jan 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 11,852 | 399 | 0.08% | — | 161 | +11,852 | New | Q4 2025 | Feb 04, 2026 |
| Entelevest, LLC | History | New | 11,168 | 376 | 0.38% | — | 163 | +11,168 | New | Q4 2025 | Feb 11, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 10,043 | 376 | 0.23% | 0.22% | 162 | -609 | -5.72% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | New | 10,961 | 369 | 0.01% | — | 164 | +10,961 | New | Q4 2025 | Mar 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 10,910 | 368 | 0.2% | 0.19% | 165 | +582 | 5.64% | Q4 2025 | Jan 21, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,823 | 365 | 0.03% | 0.04% | 166 | +562 | 5.48% | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,393 | 350 | 0.0% | 0.0% | 167 | +1,536 | 17.34% | Q4 2025 | Feb 11, 2026 |
| BDFS Capital LLC | History | New | 10,033 | 338 | 0.17% | — | 168 | +10,033 | New | Q4 2025 | Feb 26, 2026 |
| Pacific Asset Management, LLC | History | Added to | 9,911 | 334 | 0.2% | 0.21% | 169 | +58 | 0.59% | Q4 2025 | Jan 28, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 9,818 | 331 | 0.02% | 0.03% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,590 | 323 | 0.14% | 0.15% | 171 | -1,191 | -11.05% | Q4 2025 | Jan 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 9,459 | 319 | 0.04% | 0.03% | 172 | +904 | 10.57% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,260 | 312 | 0.0% | 0.0% | 173 | -891 | -8.78% | Q4 2025 | Feb 17, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 9,159 | 309 | 0.09% | — | 174 | +9,159 | New | Q4 2025 | Jan 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 9,070 | 306 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Investment Services, Inc. | History | Reduced | 8,962 | 302 | 0.07% | 0.08% | 176 | -2,017 | -18.37% | Q4 2025 | Feb 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 8,661 | 292 | 0.16% | 0.19% | 177 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Excelsior Advisor Network LLC | History | New | 8,197 | 276 | 0.13% | — | 178 | +8,197 | New | Q4 2025 | Feb 13, 2026 |
| McMill Wealth Management | History | Added to | 8,115 | 273 | 0.08% | 0.07% | 179 | +337 | 4.33% | Q4 2025 | Feb 23, 2026 |
| Mariner, LLC | History | Reduced | 7,884 | 266 | 0.0% | 0.0% | 180 | -623 | -7.32% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,822 | 263 | 0.0% | 0.0% | 181 | -320 | -3.93% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 7,678 | 259 | 0.01% | 0.01% | 182 | -305 | -3.82% | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Added to | 7,598 | 256 | 0.12% | 0.13% | 183 | +38 | 0.5% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,406 | 249 | 0.01% | 0.01% | 184 | -433 | -5.52% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 7,278 | 245 | 0.0% | 0.0% | 185 | -488 | -6.28% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 7,083 | 238 | 0.02% | 0.19% | 186 | -55,023 | -88.6% | Q4 2025 | Feb 18, 2026 |
| Shearwater Capital LLC | History | No change | 6,967 | 235 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 6,837 | 230 | 0.02% | 0.02% | 188 | -516 | -7.02% | Q4 2025 | Jan 23, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 6,539 | 220 | 0.13% | 0.14% | 189 | +39 | 0.6% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | New | 6,314 | 213 | 0.01% | — | 190 | +6,314 | New | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | New | 6,176 | 208 | 0.0% | — | 191 | +6,176 | New | Q4 2025 | Feb 11, 2026 |
| MOTCO | History | No change | 6,146 | 207 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | New | 6,081 | 205 | 0.01% | — | 195 | +6,081 | New | Q4 2025 | Jan 20, 2026 |
| Ares Financial Consulting, LLC | History | New | 6,077 | 205 | 0.2% | — | 196 | +6,077 | New | Q4 2025 | Jan 30, 2026 |
| Passive Capital Management, LLC. | History | New | 6,076 | 205 | 0.06% | — | 194 | +6,076 | New | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 6,077 | 205 | 0.0% | 0.0% | 193 | -3,932 | -39.28% | Q4 2025 | Jan 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,062 | 204 | 0.01% | 0.01% | 197 | -333 | -5.21% | Q4 2025 | Jan 26, 2026 |
| Golden State Equity Partners | History | New | 6,034 | 203 | 0.03% | — | 198 | +6,034 | New | Q4 2025 | Jan 29, 2026 |
| Financial Harvest, LLC | History | New | 5,998 | 202 | 0.12% | — | 199 | +5,998 | New | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,969 | 201 | 0.0% | 0.01% | 200 | -1,962 | -24.74% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 5,900 | 199 | 0.01% | — | 201 | +5,900 | New | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,960 | 167 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,703 | 158 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 4,398 | 148 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,951 | 133 | 0.0% | 0.0% | 205 | +1,578 | 66.5% | Q4 2025 | Mar 16, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 73,457 | 125 | 0.01% | 0.01% | 206 | +69,757 | 1885.32% | Q4 2025 | Feb 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 3,625 | 122 | 0.08% | 0.08% | 207 | +24 | 0.67% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | No change | 3,051 | 102 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 2,332 | 78 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 1,996 | 67 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,833 | 61 | 0.01% | 0.01% | 211 | +89 | 5.1% | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,631 | 55 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 1,500 | 50 | 0.03% | 0.03% | 213 | +170 | 12.78% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 1,458 | 49 | 0.0% | 0.0% | 214 | -111 | -7.07% | Q4 2025 | Jan 29, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 1,458 | 49 | 0.02% | 0.02% | 215 | +42 | 2.97% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,401 | 47 | 0.0% | 0.0% | 216 | +1,114 | 388.15% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,145 | 38 | 0.0% | — | 217 | +1,144 | 114400.0% | Q4 2025 | Jan 20, 2026 |
| RHL GROUP, LLC | History | New | 1,139 | 38 | 0.03% | — | 218 | +1,139 | New | Q4 2025 | Feb 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 862 | 29 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 793 | 26 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 645 | 21 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Arax Advisory Partners | History | New | 583 | 19 | 0.0% | — | 222 | +583 | New | Q4 2025 | Feb 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 562 | 18 | 0.01% | 0.01% | 223 | +3 | 0.54% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 454 | 15 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 430 | 14 | 0.0% | 0.0% | 225 | -25 | -5.49% | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 427 | 14 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | New | 400 | 13 | 0.0% | — | 228 | +400 | New | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | New | 400 | 13 | 0.0% | — | 231 | +400 | New | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 395 | 13 | 0.0% | 0.0% | 227 | +237 | 150.0% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 406 | 13 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 362 | 13 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | Added to | 382 | 12 | 0.01% | 0.01% | 232 | +38 | 11.05% | Q4 2025 | Feb 02, 2026 |
| Providence Capital Advisors, LLC | History | No change | 289 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | Reduced | 238 | 8 | 0.0% | 0.0% | 234 | -177 | -42.65% | Q4 2025 | Jan 05, 2026 |
| Lodestone Wealth Management LLC | History | New | 181 | 6 | 0.0% | — | 235 | +181 | New | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 156 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 177 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 133 | 4 | 0.0% | 0.0% | 239 | -316 | -70.38% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 125 | 4 | 0.0% | — | 240 | +125 | New | Q4 2025 | Feb 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 115 | 3 | 0.0% | — | 242 | +115 | New | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | New | 111 | 3 | 0.0% | — | 243 | +111 | New | Q4 2025 | Feb 03, 2026 |
| HOWE & RUSLING INC | History | No change | 112 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | New | 85 | 2 | 0.0% | — | 245 | +85 | New | Q4 2025 | Jan 29, 2026 |
| Concord Wealth Partners | History | No change | 74 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -268,328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -120,143 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109,139 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -29,963 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -21,471 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -20,419 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Wealth Management Nebraska | History | Closed out | 0 | 0 | — | 0.05% | — | -13,829 | -100.0% | Q3 2025 | Nov 03, 2025 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -9,687 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -3,321 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,972 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TOMPKINS FINANCIAL CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |