Dimensional ETF Trust - DFGX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 30 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 70,371 | 3,703,111 | 2.57% | — | 1 | +70,371 | New | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 1,935,630 | 101,881 | 2.01% | 2.03% | 2 | +265,446 | 15.89% | Q4 2025 | Jan 21, 2026 |
| Planning Center, Inc. | History | Added to | 1,475,798 | 77,678 | 7.93% | 7.44% | 3 | +161,746 | 12.31% | Q4 2025 | Feb 02, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 974,270 | 51,280 | 6.1% | 6.15% | 4 | +39,137 | 4.19% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 694,290 | 36,543 | 0.21% | 0.28% | 5 | -170,464 | -19.71% | Q4 2025 | Feb 10, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 657,637 | 34,614 | 10.58% | 11.43% | 6 | +56,021 | 9.31% | Q4 2025 | Jan 20, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 651,724 | 34,303 | 5.33% | 4.74% | 7 | +99,127 | 17.94% | Q4 2025 | Jan 23, 2026 |
| Elser Financial Planning, Inc | History | New | 635,207 | 33,434 | 24.18% | — | 8 | +635,207 | New | Q4 2025 | Jan 15, 2026 |
| United Wealth Management, LLC | History | Added to | 630,878 | 33,206 | 8.59% | 8.56% | 9 | +47,567 | 8.15% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 584,494 | 30,764 | 8.22% | 8.07% | 10 | +40,994 | 7.54% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 452,509 | 23,817 | 0.03% | 0.03% | 11 | +26,668 | 6.26% | Q4 2025 | Feb 06, 2026 |
| Verisail Partners, LLC | History | Added to | 416,981 | 21,947 | 9.01% | 8.92% | 12 | +27,300 | 7.01% | Q4 2025 | Jan 29, 2026 |
| Guardian Wealth Management, LLC | History | New | 390,548 | 20,556 | 6.52% | — | 13 | +390,548 | New | Q4 2025 | Jan 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 367,041 | 19,319 | 2.49% | — | 14 | +367,041 | New | Q4 2025 | Feb 04, 2026 |
| Mattern Wealth Management LLC | History | Added to | 349,900 | 18,416 | 3.55% | 3.38% | 15 | +36,175 | 11.53% | Q4 2025 | Jan 16, 2026 |
| Equita Financial Network, Inc. | History | Added to | 331,640 | 17,455 | 5.26% | 5.3% | 16 | +41,034 | 14.12% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 330,112 | 17,375 | 0.01% | 0.0% | 17 | +50,435 | 18.03% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 299,794 | 15,779 | 0.07% | 0.06% | 18 | +57,333 | 23.65% | Q4 2025 | Feb 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 292,994 | 15,421 | 2.88% | 2.84% | 19 | +31,164 | 11.9% | Q4 2025 | Jan 30, 2026 |
| GeoWealth Management, LLC | History | Added to | 278,535 | 14,660 | 0.54% | 0.53% | 20 | +11,214 | 4.19% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 274,055 | 14,424 | 0.03% | 0.03% | 21 | -5,094 | -1.82% | Q4 2025 | Jan 23, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 253,422 | 13,402 | 8.05% | 8.16% | 22 | +19,501 | 8.34% | Q4 2025 | Jan 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 253,845 | 13,361 | 0.49% | 0.55% | 23 | +37,660 | 17.42% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 250,831 | 13,202 | 0.18% | 0.22% | 24 | +35,243 | 16.35% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 247,016 | 13,001 | 5.28% | 2.66% | 25 | +64,711 | 35.5% | Q4 2025 | Feb 11, 2026 |
| SageOak Financial, LLC | History | Added to | 233,602 | 12,295 | 8.9% | 8.85% | 26 | +10,566 | 4.74% | Q4 2025 | Feb 13, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 217,066 | 11,425 | 6.45% | 6.24% | 27 | +39,226 | 22.06% | Q4 2025 | Feb 11, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 216,470 | 11,393 | 3.73% | 4.18% | 28 | +27,592 | 14.61% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 214,971 | 11,314 | 0.0% | 0.0% | 29 | +39,699 | 22.65% | Q4 2025 | Feb 17, 2026 |
| Yardley Wealth Management LLC | History | Added to | 209,687 | 11,036 | 5.87% | 5.67% | 30 | +21,655 | 11.52% | Q4 2025 | Feb 05, 2026 |
| Johnson Wealth Management, LLC | History | New | 195,896 | 10,310 | 5.13% | — | 31 | +195,896 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 173,574 | 9,136 | 0.0% | 0.0% | 32 | +124,145 | 251.16% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 170,020 | 8,949 | 3.5% | 3.68% | 33 | +1,958 | 1.17% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 169,284 | 8,910 | 0.09% | 0.07% | 34 | +41,738 | 32.72% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 162,276 | 8,541 | 0.21% | 0.16% | 35 | +51,796 | 46.88% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 161,308 | 8,490 | 0.34% | 0.35% | 36 | +5,734 | 3.69% | Q4 2025 | Jan 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 157,261 | 8,277 | 0.5% | 0.52% | 37 | -9,639 | -5.78% | Q4 2025 | Jan 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 156,329 | 8,228 | 1.19% | 1.21% | 38 | +16,265 | 11.61% | Q4 2025 | Feb 09, 2026 |
| E6 Portfolios, LLC | History | New | 133,190 | 7,010 | 8.02% | — | 39 | +133,190 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 119,729 | 6,301 | 0.01% | 0.01% | 40 | -34,620 | -22.43% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 111,055 | 5,845 | 2.98% | — | 41 | +111,055 | New | Q4 2025 | Jan 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 107,461 | 5,656 | 0.62% | 0.64% | 42 | +2,747 | 2.62% | Q4 2025 | Jan 16, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 101,418 | 5,338 | 1.52% | 1.4% | 43 | +15,527 | 18.08% | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | Added to | 95,124 | 5,006 | 1.79% | 1.88% | 44 | +5,073 | 5.63% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 93,159 | 4,904 | 0.01% | 0.01% | 45 | +5,045 | 5.73% | Q4 2025 | Feb 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 92,786 | 4,883 | 2.94% | 2.78% | 46 | +8,351 | 9.89% | Q4 2025 | Feb 10, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 91,123 | 4,796 | 0.35% | 0.24% | 47 | +38,832 | 74.26% | Q4 2025 | Feb 02, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 84,941 | 4,471 | 2.88% | 2.82% | 48 | +5,745 | 7.25% | Q4 2025 | Jan 29, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 83,050 | 4,371 | 4.18% | — | 49 | +83,050 | New | Q4 2025 | Feb 03, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 80,447 | 4,234 | 2.65% | 2.69% | 50 | +4,539 | 5.98% | Q4 2025 | Feb 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 77,262 | 4,066 | 0.03% | 0.03% | 51 | +5,134 | 7.12% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 76,297 | 4,015 | 0.0% | — | 52 | +76,297 | New | Q4 2025 | Feb 18, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 73,666 | 3,877 | 1.59% | 1.44% | 53 | +11,503 | 18.5% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,034 | 3,633 | 0.0% | 0.01% | 54 | -80,649 | -53.88% | Q4 2025 | Feb 12, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 60,342 | 3,176 | 1.97% | 1.21% | 55 | +26,530 | 78.46% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 59,381 | 3,125 | 0.11% | 0.11% | 56 | +7,299 | 14.01% | Q4 2025 | Feb 06, 2026 |
| McCartney Wealth Management LLC | History | New | 58,943 | 3,102 | 2.68% | — | 57 | +58,943 | New | Q4 2025 | Feb 17, 2026 |
| Note Advisors, LLC | History | Added to | 58,437 | 3,084 | 1.58% | 0.82% | 58 | +32,929 | 129.09% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49,470 | 2,603 | 0.03% | 0.04% | 59 | +5,974 | 13.73% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,108 | 2,532 | 0.0% | 0.0% | 60 | -1,445 | -2.92% | Q4 2025 | Feb 02, 2026 |
| Austin Private Wealth, LLC | History | Added to | 47,702 | 2,510 | 0.19% | 0.17% | 61 | +5,617 | 13.35% | Q4 2025 | Jan 20, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 47,090 | 2,478 | 1.99% | — | 62 | +47,090 | New | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,865 | 2,466 | 0.09% | 0.08% | 63 | +8,653 | 22.64% | Q4 2025 | Jan 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 44,660 | 2,350 | 0.14% | 0.25% | 64 | -34,456 | -43.55% | Q4 2025 | Jan 30, 2026 |
| Cogent Private Wealth, Inc. | History | New | 44,119 | 2,322 | 1.77% | — | 65 | +44,119 | New | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 42,779 | 2,251 | 0.02% | 0.02% | 66 | -5,057 | -10.57% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,417 | 2,180 | 0.0% | 0.0% | 67 | +4,920 | 13.48% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 41,059 | 2,161 | 0.0% | 0.0% | 68 | +5,261 | 14.7% | Q4 2025 | Feb 11, 2026 |
| TABLEAUX LLC | History | Reduced | 38,435 | 2,128 | 1.51% | 1.42% | 69 | -27,455 | -41.67% | Q4 2025 | Feb 17, 2026 |
| Vested Financial Planning, LLC | History | Added to | 40,369 | 2,124 | 1.64% | 1.7% | 70 | +1,600 | 4.13% | Q4 2025 | Jan 23, 2026 |
| Donalies Financial Planning, LLC | History | New | 40,112 | 2,111 | 1.8% | — | 71 | +40,112 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,102 | 1,952 | 0.01% | 0.01% | 72 | +13,132 | 54.79% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 36,298 | 1,910 | 0.03% | 0.02% | 73 | +13,646 | 60.24% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,048 | 1,897 | 0.01% | 0.0% | 74 | +20,837 | 136.99% | Q4 2025 | Feb 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 32,765 | 1,724 | 0.26% | 0.26% | 75 | +10,826 | 49.35% | Q4 2025 | Feb 03, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 30,139 | 1,586 | 0.7% | 0.78% | 76 | +130 | 0.43% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,165 | 1,429 | 0.0% | 0.0% | 77 | +2,821 | 11.59% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 27,011 | 1,422 | 0.0% | — | 78 | +27,011 | New | Q4 2025 | Feb 05, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 25,734 | 1,354 | 0.06% | 0.01% | 79 | +21,180 | 465.09% | Q4 2025 | Jan 29, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 25,711 | 1,353 | 0.15% | 0.11% | 80 | +7,953 | 44.79% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 25,662 | 1,352 | 0.05% | 0.08% | 81 | +2,988 | 13.18% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial LLC | History | New | 24,449 | 1,286 | 0.68% | — | 82 | +24,449 | New | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,100 | 1,005 | 0.08% | 0.07% | 83 | +4,140 | 27.67% | Q4 2025 | Jan 13, 2026 |
| BWM Planning, LLC | History | No change | 17,628 | 927 | 0.25% | 0.28% | 84 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,170 | 851 | 0.02% | 0.02% | 85 | -2,564 | -13.69% | Q4 2025 | Feb 13, 2026 |
| LAM GROUP, INC. | History | Reduced | 14,130 | 743 | 0.43% | 0.6% | 86 | -3,790 | -21.15% | Q4 2025 | Jan 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 13,885 | 730 | 0.15% | 0.17% | 87 | -879 | -5.95% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 12,541 | 660 | 0.02% | — | 88 | +12,541 | New | Q4 2025 | Jan 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,778 | 619 | 0.02% | 0.02% | 89 | +727 | 6.58% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,436 | 601 | 0.0% | 0.0% | 90 | +31 | 0.27% | Q4 2025 | Feb 06, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 11,182 | 588 | 0.13% | 0.14% | 91 | +1,138 | 11.33% | Q4 2025 | Feb 09, 2026 |
| Stewardship Advisors, LLC | History | Added to | 11,048 | 581 | 0.13% | 0.14% | 92 | +359 | 3.36% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Added to | 10,907 | 574 | 0.0% | 0.0% | 93 | +1,587 | 17.03% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 10,330 | 543 | 0.01% | — | 94 | +10,330 | New | Q4 2025 | Feb 17, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 10,149 | 534 | 0.18% | 0.19% | 95 | +157 | 1.57% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,801 | 515 | 0.01% | 0.01% | 96 | +2,195 | 28.86% | Q4 2025 | Feb 03, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,603 | 505 | 0.14% | 0.08% | 97 | +720 | 8.11% | Q4 2025 | Jan 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 9,140 | 481 | 0.05% | 0.04% | 98 | +3,289 | 56.21% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,861 | 466 | 0.01% | 0.0% | 99 | +199 | 2.3% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,375 | 440 | 0.01% | 0.01% | 100 | +675 | 8.77% | Q4 2025 | Jan 28, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 8,200 | 431 | 0.18% | 0.19% | 101 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 8,040 | 423 | 0.09% | 0.1% | 102 | -723 | -8.25% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,608 | 400 | 0.01% | 0.01% | 103 | -118 | -1.53% | Q4 2025 | Feb 06, 2026 |
| Tillman Hartley LLC | History | No change | 7,300 | 384 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MB Generational Wealth, LLC | History | New | 6,550 | 344 | 0.18% | — | 105 | +6,550 | New | Q4 2025 | Feb 10, 2026 |
| Oceanside Advisors LLC | History | Added to | 5,901 | 310 | 0.19% | 0.2% | 106 | +92 | 1.58% | Q4 2025 | Jan 26, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,625 | 296 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,522 | 290 | 0.0% | 0.0% | 108 | +1,593 | 40.54% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 5,226 | 275 | 0.02% | 0.02% | 109 | -104 | -1.95% | Q4 2025 | Feb 10, 2026 |
| XY Planning Network, Inc. | History | New | 5,029 | 264 | 0.05% | — | 110 | +5,029 | New | Q4 2025 | Jan 26, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 4,990 | 262 | 0.03% | — | 111 | +4,990 | New | Q4 2025 | Jan 15, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,928 | 259 | 0.23% | — | 112 | +4,928 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,821 | 253 | 0.0% | 0.01% | 113 | -7,087 | -59.51% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,791 | 252 | 0.02% | 0.02% | 114 | -28 | -0.58% | Q4 2025 | Jan 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 4,783 | 251 | 0.09% | 0.19% | 115 | -4,609 | -49.07% | Q4 2025 | Jan 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 4,625 | 243 | 0.11% | — | 116 | +4,625 | New | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 4,614 | 242 | 0.03% | 0.04% | 117 | +545 | 13.39% | Q4 2025 | Feb 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 4,551 | 239 | 0.11% | 0.12% | 118 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | New | 4,426 | 232 | 0.0% | — | 119 | +4,426 | New | Q4 2025 | Jan 26, 2026 |
| Washington Trust Advisors, Inc. | History | New | 4,420 | 232 | 0.02% | — | 120 | +4,420 | New | Q4 2025 | Feb 03, 2026 |
| Level Financial Advisors | History | New | 4,288 | 225 | 0.06% | — | 121 | +4,288 | New | Q4 2025 | Jan 26, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,149 | 218 | 0.05% | 0.05% | 122 | +44 | 1.07% | Q4 2025 | Jan 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 3,900 | 205 | 0.08% | 0.08% | 123 | +37 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 3,825 | 201 | 0.18% | — | 124 | +3,825 | New | Q4 2025 | Feb 05, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 2,675 | 140 | 0.08% | 0.1% | 125 | -286 | -9.66% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 2,525 | 133 | 0.0% | 0.0% | 126 | +108 | 4.47% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 2,374 | 124 | 0.0% | 0.0% | 127 | +1,212 | 104.3% | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | Added to | 2,200 | 115 | 0.01% | 0.01% | 128 | +613 | 38.63% | Q4 2025 | Jan 29, 2026 |
| Clarity Asset Management, Inc. | History | No change | 1,710 | 89 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 715 | 38 | 0.0% | — | 130 | +715 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | New | 697 | 36 | 0.0% | — | 131 | +697 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 325 | 17 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 294 | 15 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kilter Group LLC | History | Reduced | 237 | 12 | 0.01% | 0.01% | 134 | -1 | -0.42% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 188 | 10 | 0.0% | — | 135 | +188 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | New | 170 | 8 | 0.0% | — | 136 | +170 | New | Q4 2025 | Jan 29, 2026 |
| Coston, McIsaac & Partners | History | Added to | 169 | 8 | 0.0% | 0.0% | 137 | +96 | 131.51% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 129 | 6 | 0.0% | — | 138 | +129 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 108 | 5 | 0.0% | 0.0% | 139 | +23 | 27.06% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 89 | 4 | 0.0% | 0.0% | 140 | -8,522 | -98.97% | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -140,064 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -90,717 | -100.0% | Q3 2025 | Oct 23, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -7,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 14, 2025 |