Dimensional ETF Trust - DFGP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | History | Added to | 6,260,951 | 338,529 | 4.4% | 4.59% | 1 | +219,499 | 3.63% | Q4 2025 | Jan 27, 2026 |
| MASECO LLP | History | Added to | 3,388,477 | 183,265 | 7.98% | 8.42% | 2 | +262,209 | 8.39% | Q4 2025 | Jan 22, 2026 |
| Symmetry Partners, LLC | History | New | 2,471,670 | 133,643 | 7.91% | — | 3 | +2,471,670 | New | Q4 2025 | Jan 27, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 1,388,442 | 75,073 | 17.6% | 11.36% | 4 | +46,379 | 3.46% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,175,744 | 63,572 | 0.45% | 0.53% | 5 | +49,635 | 4.41% | Q4 2025 | Feb 18, 2026 |
| WPWealth LLP | History | Added to | 1,128,300 | 61,007 | 9.55% | 8.61% | 6 | +180,668 | 19.07% | Q4 2025 | Feb 13, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 918,918 | 49,685 | 13.02% | 13.14% | 7 | +74,207 | 8.78% | Q4 2025 | Feb 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 858,974 | 46,444 | 14.36% | 14.4% | 8 | +51,486 | 6.38% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 841,462 | 45,497 | 0.61% | 0.8% | 9 | +88,099 | 11.69% | Q4 2025 | Feb 06, 2026 |
| CURIO WEALTH, LLC | History | Added to | 762,441 | 41,305 | 14.63% | 14.29% | 10 | +135,715 | 21.65% | Q4 2025 | Feb 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 696,564 | 37,663 | 5.42% | 5.37% | 11 | +91,697 | 15.16% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 648,726 | 35,076 | 0.01% | 0.01% | 12 | +40,781 | 6.71% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 633,977 | 34,279 | 0.0% | 0.0% | 13 | +71,233 | 12.66% | Q4 2025 | Feb 17, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 603,912 | 32,653 | 1.8% | 1.97% | 14 | +10,257 | 1.73% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 566,175 | 30,613 | 1.12% | 1.15% | 15 | +125,601 | 28.51% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 564,672 | 30,531 | 0.18% | 0.2% | 16 | -956 | -0.17% | Q4 2025 | Jan 26, 2026 |
| MilWealth Group LLC | History | Added to | 497,757 | 26,913 | 6.41% | 6.48% | 17 | +19,123 | 4.0% | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 436,497 | 23,601 | 2.57% | 2.33% | 18 | +62,255 | 16.63% | Q4 2025 | Jan 16, 2026 |
| Straight Path Wealth Management | History | Added to | 435,642 | 23,555 | 6.35% | 6.15% | 19 | +24,901 | 6.06% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 427,954 | 23,139 | 1.59% | 1.09% | 20 | +150,747 | 54.38% | Q4 2025 | Feb 23, 2026 |
| RFG Advisory, LLC | History | Added to | 419,044 | 22,657 | 0.43% | 0.46% | 21 | +20,573 | 5.16% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 374,081 | 20,226 | 0.03% | 0.02% | 22 | +28,735 | 8.32% | Q4 2025 | Feb 12, 2026 |
| United Wealth Management, LLC | History | Added to | 370,008 | 20,006 | 5.18% | 5.43% | 23 | +10,861 | 3.02% | Q4 2025 | Feb 11, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 294,929 | 15,946 | 7.07% | 6.25% | 24 | +62,291 | 26.78% | Q4 2025 | Jan 16, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 291,229 | 15,746 | 1.77% | 1.68% | 25 | +42,818 | 17.24% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 280,920 | 15,189 | 0.18% | 0.13% | 26 | +10,638 | 3.94% | Q4 2025 | Feb 13, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 271,104 | 14,658 | 5.06% | 4.98% | 27 | +17,815 | 7.03% | Q4 2025 | Feb 04, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 270,401 | 14,620 | 2.77% | 2.65% | 28 | +29,102 | 12.06% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 248,717 | 13,448 | 0.1% | 0.1% | 29 | +22,839 | 10.11% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 242,004 | 13,085 | 0.0% | 0.0% | 30 | +165,774 | 217.47% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 210,748 | 11,395 | 0.05% | — | 31 | +210,748 | New | Q4 2025 | Feb 05, 2026 |
| Wheels Up Wealth, Inc. | History | New | 209,179 | 11,310 | 10.54% | — | 32 | +209,179 | New | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 187,890 | 10,159 | 0.12% | 0.13% | 33 | -11,739 | -5.88% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 181,697 | 9,824 | 0.32% | 0.01% | 34 | +174,338 | 2369.04% | Q4 2025 | Jan 09, 2026 |
| GeoWealth Management, LLC | History | Added to | 179,680 | 9,715 | 0.36% | 0.35% | 35 | +6,881 | 3.98% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Reduced | 176,015 | 9,517 | 5.12% | 9.24% | 36 | -94,656 | -34.97% | Q4 2025 | Jan 12, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 165,930 | 8,971 | 6.92% | — | 37 | +165,930 | New | Q4 2025 | Feb 06, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 164,336 | 8,885 | 2.29% | 1.26% | 38 | +79,779 | 94.35% | Q4 2025 | Feb 06, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 159,541 | 8,626 | 5.34% | 5.96% | 39 | -1,973 | -1.22% | Q4 2025 | Feb 10, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 156,694 | 8,472 | 3.84% | 3.3% | 40 | +33,541 | 27.24% | Q4 2025 | Jan 26, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 151,395 | 8,185 | 0.95% | 0.94% | 41 | +9,192 | 6.46% | Q4 2025 | Jan 15, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 143,343 | 7,750 | 3.92% | 4.19% | 42 | +5,466 | 3.96% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 141,867 | 7,671 | 0.01% | 0.01% | 43 | +18,619 | 15.11% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 135,030 | 7,301 | 0.04% | 0.01% | 44 | +116,693 | 636.38% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 134,627 | 7,279 | 0.03% | 0.03% | 45 | +34,093 | 33.91% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 132,807 | 7,181 | 0.06% | 0.05% | 46 | +12,041 | 9.97% | Q4 2025 | Jan 05, 2026 |
| Meredith Wealth Planning | History | Added to | 132,039 | 7,139 | 2.13% | 1.63% | 47 | +39,238 | 42.28% | Q4 2025 | Jan 16, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 119,060 | 6,437 | 4.03% | 4.05% | 48 | +8,102 | 7.3% | Q4 2025 | Feb 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 118,008 | 6,380 | 0.06% | 0.04% | 49 | +54,607 | 86.13% | Q4 2025 | Feb 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 113,913 | 6,159 | 2.2% | 1.64% | 50 | +29,657 | 35.2% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Added to | 112,890 | 6,103 | 0.01% | 0.01% | 51 | +3,635 | 3.33% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 99,312 | 5,370 | 0.01% | — | 52 | +99,312 | New | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | Added to | 91,446 | 4,977 | 0.17% | 0.17% | 53 | +8,506 | 10.26% | Q4 2025 | Jan 27, 2026 |
| One Degree Advisors Inc | History | Added to | 91,774 | 4,962 | 1.36% | 1.49% | 54 | +4,129 | 4.71% | Q4 2025 | Feb 06, 2026 |
| marrick wealth, LLC | History | New | 87,593 | 4,736 | 3.88% | — | 55 | +87,593 | New | Q4 2025 | Feb 13, 2026 |
| Wolfstich Capital, LLC | History | New | 87,222 | 4,716 | 4.35% | — | 56 | +87,222 | New | Q4 2025 | Jan 14, 2026 |
| Applied Capital LLC | History | Added to | 86,529 | 4,678 | 1.8% | 1.53% | 57 | +18,154 | 26.55% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,046 | 4,598 | 0.05% | 0.01% | 58 | +68,319 | 408.44% | Q4 2025 | Jan 23, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 83,473 | 4,513 | 1.76% | 1.86% | 59 | +756 | 0.91% | Q4 2025 | Feb 05, 2026 |
| 55 North Private Wealth, LLC | History | New | 79,929 | 4,321 | 1.14% | — | 60 | +79,929 | New | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 75,933 | 4,105 | 0.0% | 0.0% | 61 | +30,544 | 67.29% | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | Added to | 70,767 | 3,826 | 1.05% | 0.86% | 62 | +17,311 | 32.38% | Q4 2025 | Jan 28, 2026 |
| Foundry Financial LLC | History | New | 70,325 | 3,802 | 2.0% | — | 63 | +70,325 | New | Q4 2025 | Feb 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 68,636 | 3,711 | 0.77% | 0.8% | 64 | +759 | 1.12% | Q4 2025 | Feb 09, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 67,287 | 3,638 | 2.29% | 1.79% | 65 | +15,965 | 31.11% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 65,525 | 3,542 | 0.01% | 0.0% | 66 | +19,879 | 43.55% | Q4 2025 | Feb 17, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 63,993 | 3,460 | 1.24% | 7.63% | 67 | -252,353 | -79.77% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,959 | 3,458 | 0.01% | 0.02% | 68 | -14,571 | -18.55% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 63,904 | 3,455 | 0.03% | 0.08% | 69 | -89,997 | -58.48% | Q4 2025 | Jan 26, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 62,301 | 3,368 | 1.0% | 1.18% | 70 | -5,563 | -8.2% | Q4 2025 | Feb 10, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 62,057 | 3,355 | 2.2% | 2.16% | 71 | +7,516 | 13.78% | Q4 2025 | Feb 10, 2026 |
| Kestra Investment Management, LLC | History | Added to | 56,533 | 3,056 | 0.07% | 0.06% | 72 | +17,785 | 45.9% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 55,224 | 2,985 | 0.0% | 0.0% | 73 | -1,892 | -3.31% | Q4 2025 | Feb 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 55,008 | 2,974 | 0.14% | 0.12% | 74 | +14,352 | 35.3% | Q4 2025 | Jan 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 54,356 | 2,939 | 0.06% | 0.05% | 75 | +11,248 | 26.09% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,569 | 2,734 | 0.0% | 0.0% | 76 | +5,435 | 12.04% | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | Added to | 48,043 | 2,597 | 0.08% | 0.08% | 77 | +133 | 0.28% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | New | 46,809 | 2,530 | 0.12% | — | 78 | +46,809 | New | Q4 2025 | Jan 27, 2026 |
| Abel Hall, LLC | History | Added to | 46,253 | 2,500 | 0.58% | 1.01% | 79 | +1,456 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 40,950 | 2,214 | 0.16% | 0.16% | 80 | +3,243 | 8.6% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Added to | 38,085 | 2,059 | 0.0% | 0.0% | 81 | +2,026 | 5.62% | Q4 2025 | Feb 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 35,915 | 1,941 | 1.13% | 1.04% | 82 | +4,962 | 16.03% | Q4 2025 | Jan 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 35,768 | 1,933 | 0.34% | 0.47% | 83 | +10,504 | 41.58% | Q4 2025 | Jan 26, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 35,417 | 1,914 | 0.72% | 0.77% | 84 | +419 | 1.2% | Q4 2025 | Jan 08, 2026 |
| American Investment Services, Inc. | History | Added to | 34,266 | 1,852 | 0.43% | 0.39% | 85 | +4,996 | 17.07% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,249 | 1,851 | 0.04% | 0.04% | 86 | +1,140 | 3.44% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,569 | 1,815 | 0.0% | 0.0% | 87 | +9,980 | 42.31% | Q4 2025 | Feb 05, 2026 |
| NWAM LLC | History | Added to | 32,792 | 1,784 | 0.1% | 0.1% | 88 | +1,158 | 3.66% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,219 | 1,633 | 0.0% | 0.0% | 89 | +2,577 | 9.32% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 25,915 | 1,401 | 0.02% | — | 90 | +25,915 | New | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 23,636 | 1,277 | 0.17% | — | 91 | +23,636 | New | Q4 2025 | Feb 09, 2026 |
| Vantage Point Financial LLC | History | Added to | 22,666 | 1,225 | 0.44% | 0.34% | 92 | +6,798 | 42.84% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 22,559 | 1,219 | 0.02% | 0.03% | 93 | -6,192 | -21.54% | Q4 2025 | Feb 12, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 22,329 | 1,207 | 1.06% | — | 94 | +22,329 | New | Q4 2025 | Feb 05, 2026 |
| Excelsior Advisor Network LLC | History | New | 22,085 | 1,194 | 0.58% | — | 95 | +22,085 | New | Q4 2025 | Feb 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 21,743 | 1,175 | 0.35% | 0.28% | 96 | +7,177 | 49.27% | Q4 2025 | Jan 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 20,096 | 1,086 | 0.1% | 0.11% | 97 | +4,644 | 30.05% | Q4 2025 | Jan 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 18,468 | 998 | 0.21% | — | 98 | +18,468 | New | Q4 2025 | Feb 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 18,306 | 989 | 0.3% | 0.23% | 99 | +5,982 | 48.54% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,213 | 930 | 0.0% | 0.0% | 100 | -3,675 | -17.59% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | New | 16,834 | 910 | 0.02% | — | 101 | +16,834 | New | Q4 2025 | Feb 13, 2026 |
| Vested Financial Planning, LLC | History | Added to | 16,541 | 894 | 0.69% | 0.71% | 102 | +851 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Shearwater Capital LLC | History | Added to | 16,384 | 885 | 0.51% | 0.5% | 103 | +1,213 | 8.0% | Q4 2025 | Jan 13, 2026 |
| Apella Capital, LLC | History | Added to | 15,988 | 864 | 0.02% | 0.01% | 104 | +8,441 | 111.85% | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | Reduced | 15,922 | 860 | 0.01% | 0.01% | 105 | -350 | -2.15% | Q4 2025 | Jan 15, 2026 |
| Aurelius Family Office LLC | History | Reduced | 15,235 | 825 | 0.35% | 0.38% | 106 | -147 | -0.96% | Q4 2025 | Jan 09, 2026 |
| Faithward Advisors, LLC | History | Added to | 14,929 | 807 | 0.12% | 0.1% | 107 | +3,065 | 25.83% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 12,899 | 701 | 0.02% | — | 108 | +12,899 | New | Q4 2025 | Jan 23, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 12,721 | 687 | 0.21% | 0.2% | 109 | +2,326 | 22.38% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,613 | 681 | 0.01% | 0.01% | 110 | +625 | 5.21% | Q4 2025 | Feb 02, 2026 |
| Donalies Financial Planning, LLC | History | New | 9,889 | 534 | 0.45% | — | 111 | +9,889 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,882 | 480 | 0.0% | 0.0% | 112 | +4,190 | 89.3% | Q4 2025 | Feb 12, 2026 |
| Daner Wealth Management, LLC | History | Added to | 8,428 | 461 | 0.28% | 0.25% | 113 | +1,664 | 24.6% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,456 | 458 | 0.0% | 0.0% | 114 | -2,006 | -19.17% | Q4 2025 | Jan 08, 2026 |
| Plancorp, LLC | History | Added to | 8,406 | 454 | 0.01% | 0.01% | 115 | +268 | 3.29% | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | New | 7,575 | 410 | 0.02% | — | 116 | +7,575 | New | Q4 2025 | Feb 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,504 | 405 | 0.0% | 0.0% | 117 | -72 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,144 | 386 | 0.01% | 0.02% | 118 | -987 | -12.14% | Q4 2025 | Jan 20, 2026 |
| Aegis Wealth Management LLC | History | Added to | 7,045 | 380 | 0.21% | 0.17% | 119 | +1,333 | 23.34% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,840 | 369 | 0.0% | 0.01% | 120 | -5,802 | -45.89% | Q4 2025 | Feb 11, 2026 |
| Johnson Wealth Management, LLC | History | New | 6,585 | 356 | 0.18% | — | 122 | +6,585 | New | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,594 | 356 | 0.18% | 0.19% | 121 | +210 | 3.29% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6,416 | 346 | 0.01% | — | 123 | +6,416 | New | Q4 2025 | Feb 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,078 | 328 | 0.0% | 0.0% | 124 | +545 | 9.85% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 5,479 | 296 | 0.01% | — | 125 | +5,479 | New | Q4 2025 | Feb 11, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 5,243 | 283 | 0.09% | 0.1% | 126 | -453 | -7.95% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | New | 5,184 | 281 | 0.01% | — | 127 | +5,184 | New | Q4 2025 | Feb 12, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 5,127 | 277 | 0.05% | 0.07% | 128 | -1,424 | -21.74% | Q4 2025 | Jan 12, 2026 |
| Concord Wealth Partners | History | Added to | 5,101 | 275 | 0.04% | 0.03% | 129 | +1,589 | 45.24% | Q4 2025 | Jan 29, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 4,838 | 261 | 0.18% | 0.19% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 4,569 | 247 | 0.07% | 0.04% | 131 | +115 | 2.58% | Q4 2025 | Jan 27, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,489 | 242 | 0.03% | — | 132 | +4,489 | New | Q4 2025 | Feb 13, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 4,465 | 241 | 0.01% | 0.01% | 133 | +111 | 2.55% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | New | 4,327 | 233 | 0.0% | — | 134 | +4,327 | New | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | New | 4,237 | 229 | 0.13% | — | 135 | +4,237 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | New | 4,224 | 228 | 0.0% | — | 136 | +4,224 | New | Q4 2025 | Feb 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 4,180 | 226 | 0.03% | — | 137 | +4,180 | New | Q4 2025 | Jan 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,037 | 218 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,850 | 100 | 0.0% | 0.0% | 139 | -126 | -6.38% | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,781 | 96 | 0.02% | 0.02% | 140 | +57 | 3.31% | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | New | 1,600 | 86 | 0.01% | — | 141 | +1,600 | New | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,583 | 85 | 0.0% | 0.0% | 142 | +1,416 | 847.9% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,360 | 74 | 0.0% | — | 143 | +1,360 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 1,371 | 74 | 0.02% | 0.03% | 144 | -712 | -34.18% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,110 | 60 | 0.0% | 0.0% | 145 | +196 | 21.44% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 970 | 52 | 0.01% | 0.01% | 146 | +9 | 0.94% | Q4 2025 | Jan 29, 2026 |
| RHL GROUP, LLC | History | New | 828 | 44 | 0.04% | — | 147 | +828 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 807 | 43 | 0.0% | — | 148 | +807 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | New | 700 | 38 | 0.0% | — | 149 | +700 | New | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | New | 603 | 32 | 0.0% | — | 150 | +603 | New | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 585 | 31 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 541 | 29 | 0.0% | 0.0% | 152 | +26 | 5.05% | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 484 | 26 | 0.0% | 0.0% | 153 | -388 | -44.5% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 410 | 22 | 0.01% | — | 154 | +410 | New | Q4 2025 | Jan 30, 2026 |
| FAS Wealth Partners, Inc. | History | New | 342 | 18 | 0.0% | — | 155 | +342 | New | Q4 2025 | Feb 18, 2026 |
| Nemes Rush Group LLC | History | No change | 162 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | New | 110 | 5 | 0.0% | — | 157 | +110 | New | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 5.37% | — | -604,867 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -244,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wise Wealth Partners | History | Closed out | 0 | 0 | — | 2.59% | — | -30,603 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -20,009 | -100.0% | Q3 2025 | Oct 31, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,104 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,351 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,181 | -100.0% | Q3 2025 | Oct 28, 2025 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,196 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,843 | -100.0% | Q3 2025 | Nov 19, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -3,086 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Feb 06, 2026 |