Dimensional ETF Trust - DFGP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | History | Added to | 6,540,363 | 353,114 | 5.0% | 4.4% | 1 | +279,412 | 4.46% | Q1 2026 | Apr 23, 2026 |
| MASECO LLP | History | Added to | 3,850,637 | 207,857 | 6.52% | 7.98% | 2 | +462,160 | 13.64% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | Added to | 2,541,953 | 137,240 | 7.84% | 7.91% | 3 | +70,283 | 2.84% | Q1 2026 | Apr 27, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 1,525,962 | 82,386 | 18.85% | 17.6% | 4 | +137,520 | 9.9% | Q1 2026 | May 12, 2026 |
| WPWealth LLP | History | Added to | 1,187,931 | 64,136 | 9.8% | 9.55% | 5 | +59,631 | 5.29% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,184,456 | 63,948 | 0.34% | 0.45% | 6 | +8,712 | 0.74% | Q1 2026 | May 15, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 993,040 | 53,614 | 13.81% | 13.02% | 7 | +74,122 | 8.07% | Q1 2026 | May 01, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 904,625 | 48,840 | 14.43% | 14.36% | 8 | +45,651 | 5.31% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 857,514 | 46,297 | 0.51% | 0.61% | 9 | +16,052 | 1.91% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | Added to | 838,007 | 45,244 | 15.46% | 14.63% | 10 | +75,566 | 9.91% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 780,569 | 42,142 | 5.57% | 5.42% | 11 | +84,005 | 12.06% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 685,143 | 36,990 | 0.01% | 0.01% | 12 | +36,417 | 5.61% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 632,699 | 34,159 | 2.32% | 1.59% | 13 | +204,745 | 47.84% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 615,537 | 33,232 | 1.26% | 1.12% | 14 | +49,362 | 8.72% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 614,755 | 33,190 | 0.0% | 0.0% | 15 | -19,222 | -3.03% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 614,735 | 33,189 | 1.76% | 1.8% | 16 | +10,823 | 1.79% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 583,563 | 31,506 | 0.17% | 0.18% | 17 | +18,891 | 3.35% | Q1 2026 | May 13, 2026 |
| MilWealth Group LLC | History | Added to | 512,349 | 27,661 | 6.58% | 6.41% | 18 | +14,592 | 2.93% | Q1 2026 | May 01, 2026 |
| Straight Path Wealth Management | History | Added to | 488,899 | 26,395 | 7.05% | 6.35% | 19 | +53,257 | 12.22% | Q1 2026 | Apr 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 460,302 | 24,851 | 2.68% | 2.57% | 20 | +23,805 | 5.45% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 438,484 | 23,673 | 0.43% | 0.43% | 21 | +19,440 | 4.64% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 435,427 | 23,508 | 0.1% | 0.05% | 22 | +224,679 | 106.61% | Q1 2026 | May 14, 2026 |
| United Wealth Management, LLC | History | Added to | 424,059 | 22,894 | 5.69% | 5.18% | 23 | +54,051 | 14.61% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 397,207 | 21,445 | 0.03% | 0.03% | 24 | +23,126 | 6.18% | Q1 2026 | Apr 27, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 345,985 | 18,679 | 5.99% | 5.06% | 25 | +74,881 | 27.62% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 330,590 | 17,848 | 7.49% | 7.07% | 26 | +35,661 | 12.09% | Q1 2026 | Apr 08, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 324,364 | 17,512 | 1.96% | 1.77% | 27 | +33,135 | 11.38% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 298,326 | 16,106 | 0.12% | 0.1% | 28 | +49,609 | 19.95% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 287,674 | 15,531 | 0.12% | 0.18% | 29 | +6,754 | 2.4% | Q1 2026 | May 15, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 278,826 | 15,174 | 10.59% | 6.92% | 30 | +112,896 | 68.04% | Q1 2026 | Apr 21, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 276,590 | 14,933 | 2.86% | 2.77% | 31 | +6,189 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Added to | 217,805 | 11,759 | 0.06% | 0.04% | 32 | +82,775 | 61.3% | Q1 2026 | May 04, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 217,002 | 11,715 | 3.04% | 2.29% | 33 | +52,666 | 32.05% | Q1 2026 | Apr 15, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 214,229 | 11,566 | 10.87% | 10.54% | 34 | +5,050 | 2.41% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 206,813 | 11,165 | 0.4% | 0.36% | 35 | +27,133 | 15.1% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 199,549 | 10,773 | 0.34% | 0.32% | 36 | +17,852 | 9.83% | Q1 2026 | Apr 08, 2026 |
| Meredith Wealth Planning | History | Added to | 197,859 | 10,682 | 2.89% | 2.13% | 37 | +65,820 | 49.85% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 188,173 | 10,159 | 0.12% | 0.12% | 38 | +283 | 0.15% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 184,792 | 9,976 | 0.0% | — | 39 | +184,792 | New | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 184,387 | 9,955 | 1.14% | 0.95% | 40 | +32,992 | 21.79% | Q1 2026 | Apr 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 180,846 | 9,763 | 4.59% | 3.84% | 41 | +24,152 | 15.41% | Q1 2026 | May 08, 2026 |
| Fort Vancouver Investment Management, LLC | History | New | 168,441 | 9,094 | 4.62% | — | 42 | +168,441 | New | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 162,187 | 8,756 | 5.02% | 5.34% | 43 | +2,646 | 1.66% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 158,902 | 8,579 | 0.07% | 0.06% | 44 | +26,095 | 19.65% | Q1 2026 | Apr 07, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 157,401 | 8,498 | 4.03% | 3.92% | 45 | +14,058 | 9.81% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 156,211 | 8,434 | 0.02% | 0.01% | 46 | +14,344 | 10.11% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | New | 152,869 | 8,253 | 1.16% | — | 47 | +152,869 | New | Q1 2026 | Apr 20, 2026 |
| CSP Financial Group, LLC | History | New | 151,014 | 8,153 | 8.35% | — | 48 | +151,014 | New | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 143,197 | 7,731 | 0.03% | 0.03% | 49 | +8,570 | 6.37% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 131,264 | 7,086 | 0.07% | 0.06% | 50 | +13,256 | 11.23% | Q1 2026 | May 08, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 126,786 | 6,845 | 2.31% | 2.2% | 51 | +12,873 | 11.3% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 126,277 | 6,828 | 0.06% | 0.05% | 52 | +41,231 | 48.48% | Q1 2026 | Apr 07, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 124,897 | 6,743 | 4.15% | 4.03% | 53 | +5,837 | 4.9% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 119,177 | 6,434 | 0.01% | 0.01% | 54 | +6,287 | 5.57% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Added to | 117,867 | 6,363 | 2.38% | 1.8% | 55 | +31,338 | 36.22% | Q1 2026 | Apr 22, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 112,348 | 6,065 | 5.41% | — | 56 | +112,348 | New | Q1 2026 | May 07, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | New | 113,433 | 5,444 | 2.56% | — | 57 | +113,433 | New | Q1 2026 | Apr 14, 2026 |
| One Degree Advisors Inc | History | Added to | 98,113 | 5,297 | 1.39% | 1.36% | 58 | +6,339 | 6.91% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Added to | 95,943 | 5,221 | 0.17% | 0.17% | 59 | +4,497 | 4.92% | Q1 2026 | Apr 17, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 93,449 | 5,045 | 1.94% | 1.76% | 60 | +9,976 | 11.95% | Q1 2026 | May 01, 2026 |
| marrick wealth, LLC | History | Added to | 88,810 | 4,794 | 4.03% | 3.88% | 61 | +1,217 | 1.39% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Added to | 88,208 | 4,762 | 0.0% | 0.0% | 62 | +12,275 | 16.17% | Q1 2026 | May 06, 2026 |
| City State Bank | History | Added to | 87,845 | 4,742 | 1.23% | 1.05% | 63 | +17,078 | 24.13% | Q1 2026 | Apr 20, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 84,165 | 4,544 | 2.78% | 2.29% | 64 | +16,878 | 25.08% | Q1 2026 | Apr 21, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 81,211 | 4,384 | 1.12% | 1.14% | 65 | +1,282 | 1.6% | Q1 2026 | Apr 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 76,519 | 4,131 | 0.86% | 0.77% | 66 | +7,883 | 11.49% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 71,209 | 3,844 | 0.01% | 0.01% | 67 | +5,684 | 8.67% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 67,387 | 3,638 | 0.07% | 0.06% | 68 | +13,031 | 23.97% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 67,758 | 3,634 | 0.0% | 0.0% | 69 | +17,189 | 33.99% | Q1 2026 | May 13, 2026 |
| Professional Financial Advisors, LLC | History | New | 65,617 | 3,542 | 0.72% | — | 70 | +65,617 | New | Q1 2026 | Apr 13, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 64,829 | 3,500 | 2.08% | 2.2% | 71 | +2,772 | 4.47% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 58,441 | 3,155 | 0.92% | 1.0% | 72 | -3,860 | -6.2% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 56,106 | 3,029 | 0.0% | 0.0% | 73 | +18,021 | 47.32% | Q1 2026 | May 11, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 55,308 | 2,986 | 1.01% | 1.24% | 74 | -8,685 | -13.57% | Q1 2026 | Apr 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 55,008 | 2,974 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,313 | 2,824 | 0.02% | 0.03% | 76 | -11,591 | -18.14% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 52,168 | 2,816 | 0.14% | 0.12% | 77 | +5,359 | 11.45% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 51,954 | 2,804 | 0.0% | 0.0% | 78 | -3,270 | -5.92% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | New | 47,119 | 2,543 | 0.0% | — | 79 | +47,119 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,586 | 2,515 | 0.01% | 0.0% | 80 | +13,017 | 38.78% | Q1 2026 | Apr 30, 2026 |
| Foster Group, Inc. | History | Reduced | 46,090 | 2,488 | 0.07% | 0.08% | 81 | -1,953 | -4.07% | Q1 2026 | Apr 13, 2026 |
| Abel Hall, LLC | History | Reduced | 46,065 | 2,487 | 0.53% | 0.58% | 82 | -188 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 40,950 | 2,214 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NWAM LLC | History | Added to | 40,634 | 2,193 | 0.13% | 0.1% | 84 | +7,842 | 23.91% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 39,573 | 2,136 | 0.35% | 0.17% | 85 | +15,937 | 67.43% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 39,326 | 2,129 | 1.13% | 1.13% | 86 | +3,411 | 9.5% | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 37,014 | 2,001 | 0.32% | 0.34% | 87 | +1,246 | 3.48% | Q1 2026 | Apr 14, 2026 |
| American Investment Services, Inc. | History | Added to | 36,094 | 1,948 | 0.43% | 0.43% | 88 | +1,828 | 5.33% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Reduced | 35,219 | 1,901 | 0.81% | 2.0% | 89 | -35,106 | -49.92% | Q1 2026 | Apr 21, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 34,147 | 1,843 | 0.68% | 0.72% | 90 | -1,270 | -3.59% | Q1 2026 | Apr 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 32,842 | 1,773 | 0.04% | 0.04% | 91 | -1,407 | -4.11% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 29,620 | 1,599 | 0.03% | 0.02% | 92 | +7,061 | 31.3% | Q1 2026 | May 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 27,890 | 1,505 | 0.37% | 0.35% | 93 | +6,147 | 28.27% | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 26,118 | 1,410 | 0.02% | 0.02% | 94 | +203 | 0.78% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 25,866 | 1,396 | 0.0% | 0.0% | 95 | -4,353 | -14.4% | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | Added to | 24,924 | 1,363 | 0.02% | 0.02% | 96 | +8,936 | 55.89% | Q1 2026 | Apr 20, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 25,039 | 1,351 | 1.14% | 1.06% | 97 | +2,710 | 12.14% | Q1 2026 | Apr 21, 2026 |
| Vantage Point Financial LLC | History | Added to | 23,551 | 1,271 | 0.45% | 0.44% | 98 | +885 | 3.9% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 23,231 | 1,254 | 0.1% | 0.1% | 99 | +3,135 | 15.6% | Q1 2026 | Apr 16, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 23,233 | 1,254 | 0.48% | 0.58% | 100 | +1,148 | 5.2% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,383 | 1,208 | 0.01% | 0.0% | 101 | +14,879 | 198.28% | Q1 2026 | Apr 24, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 20,124 | 1,086 | 0.33% | 0.21% | 102 | +7,403 | 58.2% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | New | 20,009 | 1,080 | 0.34% | — | 103 | +20,009 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,525 | 1,000 | 0.0% | 0.0% | 104 | +16,942 | 1070.25% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 18,058 | 974 | 0.01% | 0.01% | 105 | +2,136 | 13.42% | Q1 2026 | Apr 16, 2026 |
| Shearwater Capital LLC | History | Added to | 17,173 | 927 | 0.49% | 0.51% | 106 | +789 | 4.82% | Q1 2026 | Apr 09, 2026 |
| Vested Financial Planning, LLC | History | Added to | 17,165 | 926 | 0.71% | 0.69% | 107 | +624 | 3.77% | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,834 | 908 | 0.01% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Faithward Advisors, LLC | History | Added to | 16,478 | 889 | 0.13% | 0.12% | 109 | +1,549 | 10.38% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,058 | 866 | 0.02% | 0.01% | 110 | +3,445 | 27.31% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Management, Inc. | History | New | 15,257 | 823 | 0.23% | — | 111 | +15,257 | New | Q1 2026 | May 13, 2026 |
| Aurelius Family Office LLC | History | Reduced | 15,087 | 814 | 0.35% | 0.35% | 112 | -148 | -0.97% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,648 | 793 | 0.01% | — | 113 | +14,648 | New | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | New | 11,031 | 595 | 0.01% | — | 114 | +11,031 | New | Q1 2026 | May 12, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 10,946 | 590 | 0.5% | 0.45% | 115 | +1,057 | 10.69% | Q1 2026 | May 05, 2026 |
| Daner Wealth Management, LLC | History | Added to | 10,727 | 581 | 0.34% | 0.28% | 116 | +2,299 | 27.28% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 10,662 | 575 | 0.0% | 0.0% | 117 | +1,780 | 20.04% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,547 | 515 | 0.01% | 0.0% | 118 | +2,707 | 39.58% | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | Added to | 9,327 | 506 | 0.01% | 0.01% | 119 | +921 | 10.96% | Q1 2026 | Apr 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 8,478 | 457 | 0.0% | 0.0% | 120 | +2,400 | 39.49% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | New | 8,476 | 444 | 0.01% | — | 121 | +8,476 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,126 | 439 | 0.0% | 0.0% | 122 | -330 | -3.9% | Q1 2026 | Apr 08, 2026 |
| UPTICK PARTNERS, LLC | History | New | 8,076 | 436 | 0.09% | — | 123 | +8,076 | New | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,015 | 432 | 0.0% | 0.0% | 124 | -9,198 | -53.44% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | New | 7,500 | 404 | 0.0% | — | 125 | +7,500 | New | Q1 2026 | May 05, 2026 |
| Aegis Wealth Management LLC | History | Added to | 7,362 | 397 | 0.23% | 0.21% | 126 | +317 | 4.5% | Q1 2026 | Apr 22, 2026 |
| First Financial Group Corp | History | New | 7,316 | 394 | 0.32% | — | 127 | +7,316 | New | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,099 | 383 | 0.01% | 0.01% | 128 | -45 | -0.63% | Q1 2026 | May 11, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 6,695 | 361 | 0.17% | 0.18% | 129 | +110 | 1.67% | Q1 2026 | Apr 23, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 6,594 | 355 | 0.17% | 0.18% | 130 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 5,854 | 316 | 0.04% | 0.07% | 131 | +1,285 | 28.12% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 5,479 | 296 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | New | 5,401 | 293 | 0.04% | — | 133 | +5,401 | New | Q1 2026 | Apr 22, 2026 |
| Timonier Family Office, LTD. | History | No change | 5,243 | 283 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 5,222 | 281 | 0.15% | 0.13% | 135 | +985 | 23.25% | Q1 2026 | Apr 24, 2026 |
| Concord Wealth Partners | History | No change | 5,101 | 275 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,907 | 265 | 0.0% | 0.0% | 137 | +3,547 | 260.81% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,883 | 263 | 0.0% | 0.0% | 138 | +3,773 | 339.91% | Q1 2026 | May 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 4,838 | 261 | 0.18% | 0.18% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 4,634 | 250 | 0.02% | 0.03% | 140 | +145 | 3.23% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | New | 4,485 | 242 | 0.69% | — | 141 | +4,485 | New | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 4,465 | 241 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 4,425 | 238 | 0.04% | — | 143 | +4,425 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,334 | 233 | 0.03% | 0.03% | 144 | +154 | 3.68% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Reduced | 4,228 | 228 | 0.01% | 0.01% | 145 | -956 | -18.44% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 4,182 | 225 | 0.01% | 0.01% | 146 | +145 | 3.59% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,160 | 224 | 0.0% | — | 147 | +4,160 | New | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | New | 3,987 | 215 | 0.03% | — | 148 | +3,987 | New | Q1 2026 | May 04, 2026 |
| BankChampaign, National Association | History | Added to | 3,473 | 187 | 0.19% | 0.18% | 149 | +2,974 | 595.99% | Q1 2026 | May 21, 2026 |
| Clarity Asset Management, Inc. | History | New | 3,235 | 174 | 0.09% | — | 150 | +3,235 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,747 | 148 | 0.0% | — | 151 | +2,747 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 1,796 | 96 | 0.0% | — | 153 | +1,796 | New | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,781 | 96 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | No change | 1,600 | 86 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 1,488 | 80 | 0.02% | 0.02% | 155 | +117 | 8.53% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 1,366 | 73 | 0.0% | 0.0% | 156 | +666 | 95.14% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,258 | 67 | 0.01% | — | 157 | +1,258 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 62,539 | 62 | 0.0% | 0.01% | 158 | -1,420 | -2.22% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,160 | 62 | 0.0% | 0.0% | 159 | +6 | 0.52% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,034 | 55 | 0.0% | 0.0% | 160 | +550 | 113.64% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 986 | 53 | 0.01% | 0.01% | 161 | +16 | 1.65% | Q1 2026 | Apr 24, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 585 | 31 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 541 | 29 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | New | 533 | 28 | 0.0% | — | 165 | +533 | New | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 531 | 28 | 0.0% | — | 164 | +531 | New | Q1 2026 | May 01, 2026 |
| RHL GROUP, LLC | History | Added to | 847 | 22 | 0.02% | 0.04% | 166 | +19 | 2.29% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | No change | 410 | 22 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 342 | 18 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | New | 308 | 16 | 0.0% | — | 169 | +308 | New | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 242 | 13 | 0.0% | 0.0% | 170 | -1,608 | -86.92% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 162 | 8 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 29 | 1 | 0.0% | — | 174 | +29 | New | Q1 2026 | May 06, 2026 |
| Aspect Partners, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242,004 | -100.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 5.12% | — | -176,015 | -100.0% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -99,312 | -100.0% | Q1 2026 | May 01, 2026 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 4.35% | — | -87,222 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -56,533 | -100.0% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -18,468 | -100.0% | Q1 2026 | May 12, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -18,306 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,899 | -100.0% | Q1 2026 | May 01, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,575 | -100.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,416 | -100.0% | Q1 2026 | May 12, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,127 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,327 | -100.0% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,224 | -100.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -807 | -100.0% | Q1 2026 | May 07, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q1 2026 | Apr 28, 2026 |