Dimensional ETF Trust - DFGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apella Capital, LLC | History | Added to | 2,130,939 | 113,174 | 1.68% | 2.01% | 1 | +195,309 | 10.09% | Q1 2026 | Apr 20, 2026 |
| Planning Center, Inc. | History | Added to | 1,552,569 | 81,433 | 8.25% | 7.93% | 2 | +76,771 | 5.2% | Q1 2026 | Apr 28, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 717,238 | 37,619 | 5.93% | 5.33% | 3 | +65,514 | 10.05% | Q1 2026 | Apr 13, 2026 |
| Elser Financial Planning, Inc | History | Added to | 707,855 | 37,180 | 1.8% | 24.18% | 4 | +72,648 | 11.44% | Q1 2026 | Apr 15, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 699,862 | 36,708 | 11.25% | 10.58% | 5 | +42,225 | 6.42% | Q1 2026 | May 11, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 678,537 | 35,589 | 3.93% | 6.1% | 6 | -295,733 | -30.35% | Q1 2026 | May 12, 2026 |
| United Wealth Management, LLC | History | Added to | 660,407 | 34,638 | 8.61% | 8.59% | 7 | +29,529 | 4.68% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 619,301 | 32,482 | 8.53% | 8.22% | 8 | +34,807 | 5.96% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Reduced | 553,967 | 29,055 | 0.14% | 0.21% | 9 | -140,323 | -20.21% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 466,474 | 24,466 | 0.03% | 0.03% | 10 | +13,965 | 3.09% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 465,356 | 24,408 | 0.01% | 0.01% | 11 | +135,244 | 40.97% | Q1 2026 | May 04, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 448,370 | 23,517 | 7.13% | 6.52% | 12 | +57,822 | 14.81% | Q1 2026 | Apr 23, 2026 |
| Verisail Partners, LLC | History | Added to | 434,952 | 22,813 | 9.26% | 9.01% | 13 | +17,971 | 4.31% | Q1 2026 | Apr 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 387,348 | 20,324 | 2.54% | 2.49% | 14 | +20,307 | 5.53% | Q1 2026 | May 12, 2026 |
| Mattern Wealth Management LLC | History | Added to | 368,296 | 19,317 | 3.77% | 3.55% | 15 | +18,396 | 5.26% | Q1 2026 | Apr 23, 2026 |
| Equita Financial Network, Inc. | History | Added to | 351,973 | 18,461 | 5.8% | 5.26% | 16 | +20,333 | 6.13% | Q1 2026 | Apr 23, 2026 |
| Eaton-Cambridge Inc. | History | New | 325,258 | 17,059 | 5.34% | — | 17 | +325,258 | New | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 322,271 | 16,903 | 0.08% | 0.07% | 18 | +22,477 | 7.5% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 311,681 | 16,347 | 6.42% | 5.28% | 19 | +64,665 | 26.18% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 310,440 | 16,282 | 0.0% | 0.0% | 20 | +95,469 | 44.41% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 306,291 | 16,065 | 0.58% | 0.54% | 21 | +27,756 | 9.96% | Q1 2026 | May 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 305,039 | 15,999 | 2.86% | 2.88% | 22 | +12,045 | 4.11% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 271,081 | 14,218 | 0.16% | 0.18% | 23 | +20,250 | 8.07% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 263,939 | 13,843 | 0.03% | 0.03% | 24 | -10,116 | -3.69% | Q1 2026 | May 06, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 262,958 | 13,792 | 8.1% | 8.05% | 25 | +9,536 | 3.76% | Q1 2026 | Apr 21, 2026 |
| Kestra Investment Management, LLC | History | Added to | 258,466 | 13,556 | 0.23% | 0.21% | 26 | +96,190 | 59.28% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 253,119 | 13,276 | 0.5% | 0.49% | 27 | -726 | -0.29% | Q1 2026 | May 11, 2026 |
| SageOak Financial, LLC | History | Added to | 237,067 | 12,434 | 8.74% | 8.9% | 28 | +3,465 | 1.48% | Q1 2026 | May 11, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 236,805 | 12,420 | 6.79% | 6.45% | 29 | +19,739 | 9.09% | Q1 2026 | May 14, 2026 |
| Yardley Wealth Management LLC | History | Added to | 232,862 | 12,213 | 6.26% | 5.87% | 30 | +23,175 | 11.05% | Q1 2026 | Apr 21, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 215,695 | 11,408 | 3.22% | 3.73% | 31 | -775 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 207,628 | 10,890 | 5.26% | 5.13% | 32 | +11,732 | 5.99% | Q1 2026 | Apr 23, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 189,982 | 9,964 | 3.83% | 3.5% | 33 | +19,962 | 11.74% | Q1 2026 | May 01, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 188,367 | 9,879 | 1.3% | 1.19% | 34 | +32,038 | 20.49% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 185,578 | 9,733 | 0.1% | 0.09% | 35 | +16,294 | 9.63% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 172,178 | 9,030 | 0.51% | 0.5% | 36 | +14,917 | 9.49% | Q1 2026 | Apr 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 162,267 | 8,510 | 0.34% | 0.34% | 37 | +959 | 0.59% | Q1 2026 | Apr 28, 2026 |
| E6 Portfolios, LLC | History | Added to | 155,462 | 8,154 | 8.5% | 8.02% | 38 | +22,272 | 16.72% | Q1 2026 | May 12, 2026 |
| AA Financial Advisors, LLC | History | New | 147,515 | 7,737 | 1.09% | — | 39 | +147,515 | New | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 119,608 | 6,290 | 0.06% | 0.03% | 40 | +70,138 | 141.78% | Q1 2026 | Apr 07, 2026 |
| Torren Management, LLC | History | Added to | 117,165 | 6,145 | 3.06% | 2.98% | 41 | +6,110 | 5.5% | Q1 2026 | Apr 30, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 111,027 | 5,823 | 1.6% | 1.52% | 42 | +9,609 | 9.47% | Q1 2026 | May 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 108,165 | 5,673 | 3.25% | 1.97% | 43 | +47,823 | 79.25% | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Added to | 105,759 | 5,547 | 0.01% | 0.01% | 44 | +12,600 | 13.53% | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 105,331 | 5,524 | 0.6% | 0.62% | 45 | -2,130 | -1.98% | Q1 2026 | Apr 08, 2026 |
| Vantage Point Financial LLC | History | Added to | 101,238 | 5,309 | 1.86% | 1.79% | 46 | +6,114 | 6.43% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 98,934 | 5,189 | 0.04% | — | 47 | +98,934 | New | Q1 2026 | Apr 07, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 96,795 | 5,076 | 0.37% | 0.35% | 48 | +5,672 | 6.22% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Reduced | 95,979 | 5,034 | 0.01% | 0.01% | 49 | -23,750 | -19.84% | Q1 2026 | May 13, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 91,680 | 4,808 | 4.46% | 4.18% | 50 | +8,630 | 10.39% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 91,654 | 4,807 | 3.12% | 2.88% | 51 | +6,713 | 7.9% | Q1 2026 | Apr 29, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 90,590 | 4,751 | 2.92% | 2.65% | 52 | +10,143 | 12.61% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 88,737 | 4,654 | 2.64% | 2.57% | 53 | +18,366 | 26.1% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 85,195 | 4,468 | 0.0% | 0.0% | 54 | +8,898 | 11.66% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 79,143 | 4,151 | 0.04% | 0.03% | 55 | +1,881 | 2.43% | Q1 2026 | May 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 76,907 | 4,033 | 1.62% | 1.59% | 56 | +3,241 | 4.4% | Q1 2026 | May 12, 2026 |
| JMG Financial Group, Ltd. | History | New | 76,369 | 4,005 | 0.11% | — | 57 | +76,369 | New | Q1 2026 | May 07, 2026 |
| Schwallier Wealth Management LLC | History | New | 72,026 | 3,777 | 2.76% | — | 58 | +72,026 | New | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 70,141 | 3,678 | 0.0% | — | 59 | +70,141 | New | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | New | 73,087 | 3,567 | 0.3% | — | 60 | +73,087 | New | Q1 2026 | May 11, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 67,189 | 3,524 | 2.54% | 1.77% | 61 | +23,070 | 52.29% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 67,049 | 3,516 | 0.0% | 0.0% | 62 | -1,985 | -2.88% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 63,461 | 3,329 | 0.01% | 0.01% | 63 | +27,413 | 76.05% | Q1 2026 | Apr 30, 2026 |
| Note Advisors, LLC | History | Added to | 61,430 | 3,222 | 1.61% | 1.58% | 64 | +2,993 | 5.12% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 61,022 | 3,200 | 1.55% | 1.51% | 65 | +22,587 | 58.77% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 60,692 | 3,183 | 0.14% | 0.06% | 66 | +34,958 | 135.84% | Q1 2026 | May 12, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 57,405 | 3,010 | 2.53% | 2.68% | 67 | -1,538 | -2.61% | Q1 2026 | May 11, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 57,019 | 2,990 | 2.24% | 1.99% | 68 | +9,929 | 21.09% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 53,161 | 2,788 | 0.0% | 0.0% | 69 | +5,053 | 10.5% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | New | 51,600 | 2,706 | 0.0% | — | 70 | +51,600 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,188 | 2,632 | 0.1% | 0.09% | 71 | +3,323 | 7.09% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 49,188 | 2,579 | 2.44% | — | 72 | +49,188 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48,096 | 2,522 | 0.0% | 0.0% | 73 | +6,679 | 16.13% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 47,702 | 2,510 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 47,850 | 2,509 | 0.0% | — | 75 | +47,850 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 47,512 | 2,492 | 0.03% | 0.03% | 76 | +11,214 | 30.89% | Q1 2026 | May 11, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 47,120 | 2,471 | 1.54% | 2.94% | 77 | -45,666 | -49.22% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 46,836 | 2,456 | 0.14% | 0.14% | 78 | +2,176 | 4.87% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 44,789 | 2,349 | 0.0% | 0.0% | 79 | +3,730 | 9.08% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 44,461 | 2,331 | 0.07% | 0.11% | 80 | -14,920 | -25.13% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 43,202 | 2,269 | 0.25% | 0.26% | 81 | +10,437 | 31.85% | Q1 2026 | Apr 10, 2026 |
| Vested Financial Planning, LLC | History | Added to | 42,004 | 2,203 | 1.68% | 1.64% | 82 | +1,635 | 4.05% | Q1 2026 | Apr 16, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 41,794 | 2,192 | 1.87% | 1.8% | 83 | +1,682 | 4.19% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 40,448 | 2,121 | 0.01% | 0.02% | 84 | -2,331 | -5.45% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 40,412 | 2,119 | 0.0% | 0.0% | 85 | -133,162 | -76.72% | Q1 2026 | May 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 39,022 | 2,046 | 0.93% | — | 86 | +39,022 | New | Q1 2026 | Apr 20, 2026 |
| Broadhurst Jeffrey B | History | Added to | 38,825 | 2,036 | 2.09% | 1.97% | 87 | +2,705 | 7.49% | Q1 2026 | May 14, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 37,607 | 1,972 | 0.83% | 0.7% | 88 | +7,468 | 24.78% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,200 | 1,951 | 0.01% | 0.01% | 89 | +98 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,137 | 1,675 | 0.06% | 0.05% | 90 | +6,475 | 25.23% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 25,899 | 1,358 | 0.15% | 0.15% | 91 | +188 | 0.73% | Q1 2026 | Apr 29, 2026 |
| Selective Wealth Management, Inc. | History | New | 19,981 | 1,047 | 0.31% | — | 92 | +19,981 | New | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | New | 19,338 | 1,014 | 0.05% | — | 93 | +19,338 | New | Q1 2026 | May 11, 2026 |
| BWM Planning, LLC | History | No change | 17,628 | 924 | 0.24% | 0.25% | 94 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,950 | 889 | 0.02% | 0.02% | 95 | +780 | 4.82% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 16,774 | 879 | 0.07% | 0.05% | 96 | +7,634 | 83.52% | Q1 2026 | Apr 16, 2026 |
| Hassell Wealth Management, LLC | History | New | 16,531 | 867 | 0.29% | — | 97 | +16,531 | New | Q1 2026 | Apr 30, 2026 |
| E-Wealth Partners, LLC | History | No change | 16,316 | 858 | 0.72% | 0.72% | 98 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 15,420 | 808 | 0.68% | 0.18% | 99 | +11,595 | 303.14% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,256 | 800 | 0.0% | 0.0% | 100 | -11,909 | -43.84% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 14,652 | 768 | 0.05% | 0.08% | 101 | -4,448 | -23.29% | Q1 2026 | Apr 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 13,780 | 722 | 0.14% | 0.15% | 102 | -105 | -0.76% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,584 | 712 | 0.02% | 0.02% | 103 | +1,043 | 8.32% | Q1 2026 | Apr 08, 2026 |
| LAM GROUP, INC. | History | Reduced | 12,665 | 664 | 0.36% | 0.43% | 104 | -1,465 | -10.37% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,559 | 658 | 0.02% | 0.02% | 105 | +781 | 6.63% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 11,757 | 616 | 0.14% | 0.13% | 106 | +709 | 6.42% | Q1 2026 | Apr 17, 2026 |
| Foundry Financial LLC | History | Reduced | 11,379 | 596 | 0.25% | 0.68% | 107 | -13,070 | -53.46% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 11,301 | 592 | 0.0% | 0.0% | 108 | +394 | 3.61% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 11,295 | 592 | 0.0% | 0.0% | 109 | -141 | -1.23% | Q1 2026 | Apr 29, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 10,392 | 541 | 0.18% | 0.18% | 110 | +243 | 2.39% | Q1 2026 | Apr 27, 2026 |
| Leading Edge Financial Planning LLC | History | New | 10,082 | 528 | 0.11% | — | 111 | +10,082 | New | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,801 | 514 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,766 | 512 | 0.01% | 0.0% | 113 | +4,945 | 102.57% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,655 | 506 | 0.07% | 0.14% | 114 | +52 | 0.54% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,615 | 504 | 0.01% | 0.01% | 115 | +1,240 | 14.81% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Reduced | 9,576 | 502 | 0.09% | 0.13% | 116 | -1,606 | -14.36% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,011 | 472 | 0.0% | 0.01% | 117 | +150 | 1.69% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Added to | 8,812 | 462 | 0.1% | 0.09% | 118 | +772 | 9.6% | Q1 2026 | Apr 22, 2026 |
| CSP Financial Group, LLC | History | New | 8,717 | 457 | 0.47% | — | 119 | +8,717 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 8,200 | 430 | 0.18% | 0.18% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | New | 8,033 | 421 | 0.01% | — | 121 | +8,033 | New | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 7,917 | 415 | 0.01% | 0.01% | 122 | +309 | 4.06% | Q1 2026 | Apr 13, 2026 |
| Level Financial Advisors | History | Added to | 7,352 | 385 | 0.1% | 0.06% | 123 | +3,064 | 71.46% | Q1 2026 | Apr 10, 2026 |
| First Financial Group Corp | History | New | 6,650 | 348 | 0.28% | — | 124 | +6,650 | New | Q1 2026 | Apr 22, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,550 | 343 | 0.19% | 0.18% | 125 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,111 | 320 | 0.0% | — | 126 | +6,111 | New | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,022 | 316 | 0.05% | 0.05% | 127 | +993 | 19.75% | Q1 2026 | Apr 14, 2026 |
| Oceanside Advisors LLC | History | No change | 5,901 | 309 | 0.18% | 0.19% | 128 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,528 | 292 | 0.02% | 0.02% | 129 | +302 | 5.78% | Q1 2026 | Apr 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 5,576 | 292 | 0.09% | 0.09% | 130 | -49 | -0.87% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,427 | 284 | 0.03% | 0.03% | 131 | +437 | 8.76% | Q1 2026 | Apr 27, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 5,211 | 273 | 0.24% | 0.23% | 132 | +283 | 5.74% | Q1 2026 | May 04, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 5,067 | 265 | 0.12% | 0.11% | 134 | +516 | 11.34% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,058 | 265 | 0.0% | 0.0% | 133 | -464 | -8.4% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,911 | 257 | 0.02% | 0.02% | 135 | +120 | 2.5% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,861 | 254 | 0.0% | 0.0% | 136 | +435 | 9.83% | Q1 2026 | Apr 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 4,815 | 252 | 0.02% | 0.03% | 137 | +201 | 4.36% | Q1 2026 | May 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 4,625 | 242 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,420 | 231 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 4,287 | 224 | 0.2% | — | 141 | +4,287 | New | Q1 2026 | May 07, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,285 | 224 | 0.04% | 0.05% | 140 | +136 | 3.28% | Q1 2026 | Apr 01, 2026 |
| Savvy Advisors, Inc. | History | New | 4,256 | 223 | 0.01% | — | 142 | +4,256 | New | Q1 2026 | May 11, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,210 | 220 | 0.08% | — | 144 | +4,210 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 4,210 | 220 | 0.08% | 0.08% | 143 | +310 | 7.95% | Q1 2026 | Apr 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,185 | 219 | 0.0% | — | 145 | +4,185 | New | Q1 2026 | May 01, 2026 |
| Tillman Hartley LLC | History | Reduced | 4,000 | 209 | 0.05% | 0.1% | 146 | -3,300 | -45.21% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 2,671 | 140 | 0.0% | 0.0% | 147 | +297 | 12.51% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 2,662 | 139 | 0.0% | 0.0% | 148 | +137 | 5.43% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 2,627 | 137 | 0.08% | 0.08% | 149 | -48 | -1.79% | Q1 2026 | Apr 30, 2026 |
| IFG Advisory, LLC | History | New | 2,550 | 133 | 0.38% | — | 150 | +2,550 | New | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | No change | 1,710 | 89 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,608 | 84 | 0.0% | 0.0% | 152 | +1,500 | 1388.89% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,389 | 72 | 0.0% | 0.0% | 153 | +1,219 | 717.06% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | New | 846 | 44 | 0.01% | — | 154 | +846 | New | Q1 2026 | Apr 21, 2026 |
| Coston, McIsaac & Partners | History | Added to | 758 | 39 | 0.01% | 0.0% | 155 | +589 | 348.52% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | New | 624 | 32 | 0.01% | — | 156 | +624 | New | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 383 | 20 | 0.0% | — | 157 | +383 | New | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 286 | 15 | 0.0% | 0.0% | 158 | -411 | -58.97% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 305 | 15 | 0.0% | 0.0% | 159 | -20 | -6.15% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | New | 233 | 12 | 0.0% | — | 161 | +233 | New | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | No change | 237 | 12 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | No change | 129 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -27,011 | -100.0% | Q1 2026 | May 01, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,330 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,783 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -2,200 | -100.0% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | May 11, 2026 |