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 | No change | 6,807,681 | 370,746 | 4.76% | 4.76% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MASECO LLP | History | No change | 4,107,724 | 223,665 | 6.29% | 6.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symmetry Partners, LLC | History | No change | 2,499,991 | 136,149 | 6.94% | 6.94% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| von Borstel & Associates, Inc. | History | No change | 1,616,680 | 88,044 | 18.05% | 18.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,170,296 | 63,734 | 0.3% | 0.3% | 5 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WPWealth LLP | History | No change | 1,076,585 | 58,630 | 8.7% | 8.7% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 1,053,280 | 57,361 | 13.46% | 13.46% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CURIO WEALTH, LLC | History | No change | 930,622 | 50,681 | 15.73% | 15.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 916,984 | 49,938 | 5.14% | 5.14% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 857,514 | 46,700 | 0.44% | 0.44% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 841,792 | 45,843 | 12.26% | 12.26% | 11 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 743,391 | 40,485 | 2.54% | 2.54% | 12 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 712,638 | 38,810 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 708,687 | 38,595 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 685,446 | 37,329 | 1.62% | 1.62% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 649,402 | 35,366 | 1.11% | 1.11% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 610,795 | 33,263 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 597,304 | 32,529 | 0.14% | 0.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MilWealth Group LLC | History | No change | 556,533 | 30,308 | 6.46% | 6.46% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 538,423 | 29,322 | 10.0% | 10.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Straight Path Wealth Management | History | No change | 517,408 | 28,178 | 6.59% | 6.59% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 502,670 | 27,375 | 2.71% | 2.71% | 22 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 482,694 | 26,350 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 461,737 | 25,146 | 0.39% | 0.39% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| United Wealth Management, LLC | History | No change | 448,547 | 24,427 | 5.5% | 5.5% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 436,461 | 23,769 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 392,244 | 21,361 | 2.11% | 2.11% | 27 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 380,781 | 20,737 | 12.94% | 12.94% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 360,392 | 19,626 | 5.56% | 5.56% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 322,380 | 17,556 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outbound Financial Inc | History | Added to | 322,297 | 16,735 | 10.64% | 10.85% | 31 | +14,661 | 4.77% | Q3 2026 | Oct 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 298,155 | 16,237 | 2.61% | 2.61% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 297,299 | 16,190 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Savant Capital, LLC | History | No change | 285,337 | 15,539 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Added to | 269,685 | 14,044 | 0.18% | 0.13% | 35 | +101,865 | 60.7% | Q3 2026 | Oct 08, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 234,833 | 12,789 | 2.96% | 2.96% | 36 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 228,468 | 12,442 | 10.55% | 10.55% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meredith Wealth Planning | History | No change | 228,393 | 12,438 | 2.94% | 2.94% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GeoWealth Management, LLC | History | No change | 213,656 | 11,635 | 0.37% | 0.37% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 197,120 | 10,735 | 0.3% | 0.3% | 40 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 196,912 | 10,723 | 4.47% | 4.47% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 192,871 | 10,503 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 191,581 | 10,433 | 1.06% | 1.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 186,495 | 10,156 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 184,792 | 10,063 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 183,660 | 10,002 | 4.67% | 4.67% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 174,708 | 9,514 | 3.75% | 3.75% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 173,102 | 9,425 | 0.96% | 0.96% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 170,324 | 9,276 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSP Financial Group, LLC | History | No change | 166,233 | 9,053 | 7.72% | 7.72% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 163,638 | 8,911 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 157,662 | 8,586 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 319,534 | 8,586 | 3.35% | 3.35% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 156,964 | 8,548 | 4.36% | 4.36% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kings Path Partners LLC | History | No change | 152,709 | 8,316 | 2.21% | 2.21% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 150,128 | 8,175 | 0.98% | 0.98% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 154,806 | 8,038 | 0.06% | 0.05% | 57 | +48,799 | 46.03% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 146,512 | 7,979 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 143,923 | 7,838 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 139,541 | 7,599 | 2.26% | 2.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 138,782 | 7,558 | 4.09% | 4.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | No change | 131,199 | 7,145 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 123,220 | 6,727 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Applied Capital LLC | History | No change | 120,737 | 6,575 | 2.12% | 2.12% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mariner, LLC | History | No change | 118,141 | 6,433 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 106,371 | 5,792 | 2.54% | 2.54% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 102,852 | 5,601 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| One Degree Advisors Inc | History | No change | 100,576 | 5,470 | 1.22% | 1.22% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | No change | 100,017 | 5,446 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| City State Bank | History | No change | 97,780 | 5,325 | 1.22% | 1.22% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 94,751 | 5,160 | 1.81% | 1.81% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| marrick wealth, LLC | History | No change | 90,617 | 4,934 | 3.5% | 3.5% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| 55 North Private Wealth, LLC | History | No change | 90,588 | 4,933 | 0.97% | 0.97% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| International Private Wealth Advisors LLC | History | No change | 85,888 | 4,677 | 2.41% | 2.41% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 84,137 | 4,582 | 2.29% | 2.29% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 82,717 | 4,504 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 80,221 | 4,368 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 77,958 | 4,245 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 80,555 | 4,182 | 0.71% | 0.71% | 79 | +5,427 | 7.22% | Q3 2026 | Oct 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 76,752 | 4,179 | 0.8% | 0.8% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | No change | 75,160 | 4,093 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 74,907 | 4,079 | 0.99% | 0.99% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 70,898 | 3,861 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 70,505 | 3,806 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 65,738 | 3,580 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 61,709 | 3,360 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 58,585 | 3,190 | 0.42% | 0.42% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 56,777 | 3,092 | 0.85% | 0.85% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Advisors | History | No change | 56,189 | 3,060 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 54,135 | 2,948 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | No change | 51,673 | 2,814 | 0.49% | 0.49% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NWAM LLC | History | No change | 50,162 | 2,731 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 48,363 | 2,633 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | No change | 46,605 | 2,538 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Two West Capital Advisors LLC | History | No change | 42,916 | 2,319 | 1.15% | 1.15% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 41,620 | 2,266 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 40,334 | 2,196 | 0.66% | 0.66% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 40,112 | 2,184 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XY Planning Network, Inc. | History | No change | 37,557 | 2,045 | 0.26% | 0.26% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Foundry Financial LLC | History | No change | 37,566 | 2,045 | 0.69% | 0.69% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Investment Services, Inc. | History | No change | 37,315 | 2,032 | 0.43% | 0.43% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 36,839 | 2,006 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 34,710 | 1,890 | 0.61% | 0.61% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 33,909 | 1,846 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vantage Point Financial LLC | History | No change | 33,834 | 1,842 | 0.56% | 0.56% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 32,636 | 1,777 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 31,304 | 1,704 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 30,314 | 1,650 | 1.25% | 1.25% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 28,925 | 1,568 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 26,939 | 1,467 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 26,590 | 1,448 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 23,639 | 1,287 | 0.17% | 0.17% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 21,911 | 1,193 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | No change | 21,942 | 1,189 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 20,721 | 1,128 | 0.3% | 0.3% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | No change | 20,517 | 1,096 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 20,036 | 1,040 | 0.03% | 0.04% | 117 | -7,301 | -26.71% | Q3 2026 | Oct 07, 2026 |
| Shearwater Capital LLC | History | No change | 18,976 | 1,033 | 0.49% | 0.49% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tandem Financial, LLC | History | No change | 17,570 | 956 | 0.29% | 0.29% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vested Financial Planning, LLC | History | No change | 17,388 | 946 | 0.64% | 0.64% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,834 | 916 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 16,067 | 875 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 15,764 | 858 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 15,257 | 830 | 0.21% | 0.21% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,429 | 823 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,429 | 823 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Faithward Advisors, LLC | History | No change | 15,072 | 820 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aurelius Family Office LLC | History | No change | 15,023 | 818 | 0.32% | 0.32% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Advisor Group, LLC | History | No change | 13,797 | 751 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Donalies Financial Planning, LLC | History | No change | 13,050 | 710 | 0.52% | 0.52% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 12,600 | 686 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Daner Wealth Management, LLC | History | No change | 12,131 | 650 | 0.35% | 0.35% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,582 | 630 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,153 | 607 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CHOREO, LLC | History | No change | 10,798 | 588 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 10,097 | 549 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SEI INVESTMENTS CO | History | No change | 9,577 | 521 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Financial Group Corp | History | No change | 9,436 | 513 | 0.37% | 0.37% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Plancorp, LLC | History | No change | 9,434 | 508 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 8,884 | 483 | 0.28% | 0.28% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 8,237 | 448 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Group, LLC | History | No change | 8,009 | 436 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,432 | 404 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 7,343 | 400 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pandowealth. LLC | History | No change | 7,334 | 399 | 0.33% | 0.33% | 145 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,929 | 377 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 6,790 | 369 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 6,669 | 363 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 6,588 | 358 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,905 | 321 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 5,900 | 321 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aegis Wealth Management LLC | History | No change | 5,526 | 300 | 0.14% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Fund Advisors, Inc. | History | No change | 5,515 | 300 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 5,454 | 297 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 5,160 | 280 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,070 | 276 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Timonier Family Office, LTD. | History | No change | 5,060 | 275 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,883 | 265 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Everest Financial Group LLC | History | No change | 4,619 | 251 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,102 | 223 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,923 | 213 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | No change | 3,801 | 206 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BankChampaign, National Association | History | No change | 3,470 | 188 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,747 | 149 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 2,275 | 122 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| ASSETMARK, INC | History | No change | 2,183 | 118 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,801 | 98 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,598 | 87 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 1,600 | 83 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,167 | 63 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 986 | 53 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 889 | 48 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 585 | 31 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 569 | 30 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 552 | 28 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Torren Management, LLC | History | No change | 475 | 25 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 373 | 20 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 371 | 20 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 243 | 13 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 193 | 10 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | No change | 150 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | No change | 163 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |