Dimensional ETF Trust - DFIC
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,492,937 | 1,546,026 | 1.91% | 1.91% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Forum Financial Management, LP | History | No change | 16,467,379 | 613,574 | 7.88% | 7.88% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evensky & Katz LLC | History | No change | 6,091,469 | 226,968 | 11.72% | 11.72% | 3 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,961,527 | 222,126 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JMG Financial Group, Ltd. | History | No change | 4,973,487 | 185,312 | 4.48% | 4.48% | 5 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apella Capital, LLC | History | No change | 4,772,870 | 179,268 | 2.53% | 2.53% | 6 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,494,230 | 167,455 | 9.28% | 9.28% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 4,329,141 | 161,303 | 0.16% | 0.16% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RW Investment Management LLC | History | No change | 4,217,089 | 157,128 | 13.79% | 13.79% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,967,115 | 147,814 | 10.38% | 10.38% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | No change | 3,963,122 | 147,665 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plancorp, LLC | History | No change | 3,901,958 | 145,484 | 3.55% | 3.55% | 12 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AWM CAPITAL, LLC | History | No change | 3,639,850 | 135,620 | 10.86% | 10.86% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 3,603,650 | 134,271 | 15.28% | 15.28% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 3,422,470 | 127,521 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASECO LLP | History | No change | 3,391,403 | 126,244 | 3.55% | 3.55% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sageworth Trust Co | History | No change | 3,184,052 | 118,637 | 4.67% | 4.67% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 3,132,068 | 116,700 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Symmetry Partners, LLC | History | No change | 2,983,850 | 111,178 | 5.67% | 5.67% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,957,764 | 110,206 | 0.69% | 0.69% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,662,339 | 99,198 | 1.69% | 1.69% | 21 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,581,098 | 96,171 | 0.45% | 0.45% | 22 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,570,590 | 95,780 | 0.28% | 0.28% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,513,803 | 93,664 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,464,885 | 91,841 | 6.73% | 6.73% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Dedication, LLC | History | No change | 2,461,908 | 91,730 | 5.77% | 5.77% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aspen Capital Management, LLC | History | No change | 2,380,785 | 88,708 | 19.58% | 19.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPWealth LLP | History | No change | 2,362,665 | 88,032 | 13.06% | 13.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 2,349,813 | 87,554 | 7.11% | 7.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rather & Kittrell, Inc. | History | No change | 2,342,238 | 87,271 | 12.2% | 12.2% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,234,347 | 83,251 | 1.61% | 1.61% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 2,226,505 | 82,959 | 9.63% | 9.63% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 2,222,157 | 82,797 | 1.54% | 1.54% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elser Financial Planning, Inc | History | No change | 2,207,216 | 82,240 | 3.57% | 3.57% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,176,295 | 81,088 | 0.68% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 2,149,853 | 80,103 | 14.26% | 14.26% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,069,299 | 77,102 | 8.39% | 8.39% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Syverson Strege & Co | History | No change | 2,037,905 | 75,932 | 16.55% | 16.55% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 2,025,737 | 75,478 | 7.7% | 7.7% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,976,543 | 73,645 | 4.6% | 4.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,908,635 | 71,115 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,772,707 | 66,051 | 4.17% | 4.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,673,693 | 62,361 | 0.53% | 0.53% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 1,673,458 | 62,353 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 1,669,988 | 62,224 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 1,642,156 | 61,218 | 19.41% | 19.41% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Truepoint, Inc. | History | No change | 1,639,559 | 61,089 | 1.28% | 1.28% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,635,060 | 60,922 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,627,486 | 60,640 | 1.15% | 1.15% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,627,486 | 60,640 | 1.01% | 1.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,621,451 | 60,415 | 0.57% | 0.57% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 1,614,612 | 60,160 | 5.71% | 5.71% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,583,340 | 58,884 | 10.91% | 10.91% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kooman & Associates | History | No change | 1,536,506 | 57,250 | 15.37% | 15.37% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Miramar Fiduciary Corp | History | No change | 1,523,973 | 56,783 | 56.14% | 56.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Management LLC | History | No change | 1,520,708 | 56,661 | 9.62% | 9.62% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,498,356 | 55,828 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 1,417,906 | 52,831 | 12.87% | 12.87% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 1,409,468 | 52,509 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 1,396,977 | 52,051 | 9.53% | 9.53% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,387,635 | 51,703 | 5.11% | 5.11% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| von Borstel & Associates, Inc. | History | No change | 1,365,950 | 50,895 | 10.43% | 10.43% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton-Cambridge Inc. | History | No change | 1,303,889 | 48,582 | 13.66% | 13.66% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verisail Partners, LLC | History | No change | 1,277,289 | 47,591 | 17.64% | 17.64% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burton Enright Welch | History | No change | 1,238,480 | 46,145 | 5.42% | 5.42% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,233,817 | 45,972 | 13.14% | 13.14% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RS CRUM INC. | History | No change | 1,215,184 | 45,277 | 8.49% | 8.49% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,186,703 | 44,216 | 11.57% | 11.57% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Degree Advisors Inc | History | No change | 1,184,642 | 44,056 | 9.83% | 9.83% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,161,091 | 43,262 | 1.98% | 1.98% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EnRich Financial Partners LLC | History | No change | 1,146,900 | 42,733 | 10.15% | 10.15% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 1,139,283 | 42,449 | 9.06% | 9.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 1,136,103 | 42,331 | 10.07% | 10.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| American Trust | History | No change | 1,134,501 | 42,271 | 3.26% | 3.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 1,124,264 | 41,890 | 13.91% | 13.91% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,107,907 | 41,280 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 1,074,334 | 40,029 | 9.86% | 9.86% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 1,065,523 | 39,701 | 22.68% | 22.68% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trust Co of the South | History | No change | 1,065,016 | 39,682 | 5.59% | 5.59% | 79 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Straight Path Wealth Management | History | No change | 1,061,732 | 39,560 | 9.25% | 9.25% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 1,059,460 | 39,475 | 10.57% | 10.57% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,051,864 | 39,192 | 3.56% | 3.56% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tassel Capital Management, Inc. | History | No change | 1,051,521 | 39,179 | 18.34% | 18.34% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BURNEY CO/ | History | No change | 1,049,563 | 39,106 | 1.05% | 1.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,021,560 | 38,063 | 6.25% | 6.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,020,265 | 38,015 | 4.14% | 4.14% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,008,819 | 37,588 | 4.99% | 4.99% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Wealth Management, LLC | History | No change | 986,763 | 36,766 | 8.27% | 8.27% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 951,573 | 35,455 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 929,846 | 34,646 | 8.46% | 8.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 910,165 | 33,912 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 906,068 | 33,760 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 879,322 | 32,763 | 10.95% | 10.95% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 876,402 | 32,654 | 3.36% | 3.36% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freedom Investment Management, Inc. | History | No change | 875,410 | 32,617 | 9.08% | 9.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 853,239 | 31,791 | 6.61% | 6.61% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 850,171 | 31,677 | 9.82% | 9.82% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lutz Financial Services LLC | History | No change | 833,294 | 31,048 | 1.89% | 1.89% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 832,574 | 31,021 | 3.39% | 3.39% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 832,574 | 31,021 | 2.07% | 2.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 827,571 | 30,835 | 15.18% | 15.18% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Krilogy Financial LLC | History | No change | 820,801 | 30,583 | 0.9% | 0.9% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 818,259 | 30,488 | 4.34% | 4.34% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evanson Financial, LLC | History | No change | 805,048 | 29,996 | 1.47% | 1.47% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 784,242 | 29,220 | 1.96% | 1.96% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 775,401 | 28,891 | 0.19% | 0.19% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 769,245 | 28,662 | 9.58% | 9.58% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VeraBank, N.A. | History | No change | 766,762 | 28,569 | 4.73% | 4.73% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 765,837 | 28,535 | 16.48% | 16.48% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensible Money, LLC | History | No change | 760,816 | 28,348 | 7.52% | 7.52% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 750,319 | 27,956 | 7.17% | 7.17% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 731,289 | 27,250 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 725,663 | 27,038 | 2.36% | 2.36% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 724,427 | 26,992 | 0.28% | 0.28% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 722,462 | 26,918 | 8.49% | 8.47% | 115 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Corient Private Wealth LP | History | No change | 689,941 | 25,707 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 685,786 | 25,552 | 0.22% | 0.22% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 666,771 | 25,503 | 1.39% | 1.39% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 680,849 | 25,368 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 680,153 | 25,342 | 1.26% | 1.26% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 669,709 | 24,953 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 660,692 | 24,610 | 0.49% | 0.49% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burk Holdings LLC | History | No change | 659,347 | 24,567 | 9.08% | 9.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 650,368 | 24,232 | 0.76% | 0.76% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 645,474 | 24,050 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 644,311 | 24,007 | 3.51% | 3.51% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 631,477 | 23,749 | 2.03% | 2.04% | 127 | +19,921 | 3.26% | Q3 2026 | Oct 01, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 635,792 | 23,689 | 6.61% | 6.61% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 628,141 | 23,335 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 625,336 | 23,300 | 17.6% | 17.6% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 621,603 | 23,160 | 13.09% | 13.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 603,963 | 22,503 | 3.66% | 3.66% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Symmetry Inc | History | Added to | 589,860 | 22,184 | 7.09% | 5.7% | 133 | +130,140 | 28.31% | Q3 2026 | Oct 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 587,097 | 21,875 | 0.16% | 0.16% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 586,032 | 21,835 | 8.24% | 8.24% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 584,181 | 21,766 | 10.8% | 10.8% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 577,510 | 21,518 | 4.99% | 4.99% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 575,840 | 21,455 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 571,990 | 21,312 | 3.6% | 3.6% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 569,855 | 21,232 | 8.07% | 8.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 566,612 | 21,111 | 0.4% | 0.4% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 566,203 | 21,096 | 4.29% | 4.29% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 563,696 | 21,003 | 7.16% | 7.16% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 625,867 | 21,002 | 8.2% | 8.2% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 551,834 | 20,561 | 10.75% | 10.75% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XY Planning Network, Inc. | History | No change | 547,885 | 20,414 | 2.56% | 2.56% | 146 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCO Wealth Management LLC | History | No change | 532,087 | 19,825 | 10.81% | 10.81% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mills Wealth Advisors LLC | History | No change | 531,425 | 19,800 | 6.24% | 6.24% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestment Financial LLC | History | No change | 529,867 | 19,779 | 8.87% | 8.87% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heritage Investment Group, Inc. | History | No change | 530,683 | 19,773 | 2.66% | 2.66% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AA Financial Advisors, LLC | History | No change | 530,537 | 19,767 | 2.38% | 2.38% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 524,928 | 19,558 | 0.66% | 0.66% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Passive Capital Management, LLC. | History | No change | 560,466 | 19,313 | 6.04% | 6.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 517,545 | 19,283 | 0.95% | 0.95% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gemmer Asset Management LLC | History | No change | 515,909 | 19,222 | 1.29% | 1.29% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 511,484 | 19,057 | 7.32% | 7.32% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 510,937 | 19,037 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 502,954 | 18,740 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 497,486 | 18,536 | 5.28% | 5.28% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Foundry Financial LLC | History | No change | 496,731 | 18,508 | 6.23% | 6.23% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Great Waters Wealth Management | History | Reduced | 491,025 | 18,467 | 1.66% | 1.98% | 161 | -83,459 | -14.53% | Q3 2026 | Oct 07, 2026 |
| Applied Capital LLC | History | No change | 481,952 | 17,957 | 5.78% | 5.78% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Penserra Capital Management LLC | History | No change | 481,020 | 17,922 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 477,389 | 17,787 | 4.17% | 4.17% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hiley Hunt Wealth Management | History | No change | 462,375 | 17,228 | 6.81% | 6.81% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 458,556 | 17,085 | 7.96% | 7.96% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pacific Asset Management, LLC | History | No change | 452,923 | 16,875 | 8.28% | 8.28% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Austin Asset Management Co Inc | History | No change | 434,237 | 16,179 | 2.25% | 2.25% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Watchman Group, Inc. | History | No change | 433,264 | 16,143 | 3.61% | 3.61% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 424,886 | 15,831 | 10.97% | 10.97% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 439,135 | 15,604 | 1.95% | 1.95% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Timonier Family Office, LTD. | History | No change | 416,074 | 15,502 | 4.38% | 4.38% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 411,589 | 15,335 | 7.16% | 7.16% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 410,189 | 15,283 | 1.19% | 1.19% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | No change | 403,790 | 15,045 | 3.18% | 3.18% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 403,078 | 15,018 | 3.91% | 3.91% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GeoWealth Management, LLC | History | No change | 400,923 | 14,938 | 0.47% | 0.47% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 393,939 | 14,678 | 0.3% | 0.3% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 390,303 | 14,542 | 5.73% | 5.73% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vantage Point Financial LLC | History | No change | 387,103 | 14,423 | 4.4% | 4.4% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth, LLC | History | No change | 383,536 | 14,290 | 8.36% | 8.36% | 181 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Plum Street Advisors, LLC | History | No change | 383,094 | 14,274 | 4.56% | 4.56% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Harvest, LLC | History | No change | 380,560 | 14,179 | 5.86% | 5.86% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageOak Financial, LLC | History | No change | 378,366 | 14,097 | 9.17% | 9.17% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| B&D White Capital Company, LLC | History | No change | 377,439 | 14,063 | 1.4% | 1.4% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Investment Management, LLC | History | No change | 368,105 | 13,715 | 0.5% | 0.5% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tillman Hartley LLC | History | No change | 366,947 | 13,672 | 3.07% | 3.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abel Hall, LLC | History | No change | 366,371 | 13,650 | 2.36% | 2.36% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cloud Capital Management, LLC | History | No change | 362,790 | 13,516 | 4.93% | 4.93% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 354,625 | 13,213 | 4.81% | 4.81% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 340,885 | 12,701 | 9.87% | 9.87% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 339,783 | 12,660 | 4.8% | 4.8% | 192 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 338,219 | 12,602 | 1.42% | 1.42% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 336,621 | 12,542 | 3.36% | 3.36% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | No change | 334,078 | 12,447 | 0.19% | 0.19% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 315,415 | 11,752 | 0.25% | 0.25% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RCS Financial Planning, LLC | History | No change | 306,958 | 11,437 | 5.42% | 5.42% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 302,523 | 11,272 | 4.15% | 4.15% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 296,104 | 11,032 | 6.0% | 6.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 292,259 | 10,889 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 291,608 | 10,865 | 0.86% | 0.86% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hills Bank & Trust Co | History | No change | 290,849 | 10,837 | 0.46% | 0.46% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 276,426 | 10,299 | 1.67% | 1.67% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CSP Financial Group, LLC | History | No change | 265,082 | 9,876 | 8.42% | 8.42% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 263,086 | 9,802 | 8.31% | 8.31% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 261,636 | 9,748 | 6.54% | 6.54% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 254,881 | 9,496 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 254,075 | 9,466 | 2.53% | 2.53% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 252,631 | 9,413 | 5.64% | 5.64% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 250,908 | 9,361 | 0.43% | 0.43% | 210 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Outbound Financial Inc | History | No change | 250,903 | 9,348 | 6.05% | 6.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 247,440 | 9,219 | 4.7% | 4.7% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 246,056 | 9,168 | 0.11% | 0.11% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 239,201 | 8,912 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 231,021 | 8,684 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 232,305 | 8,655 | 2.13% | 2.13% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Five Oceans Advisors | History | No change | 230,757 | 8,597 | 2.76% | 2.76% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 226,432 | 8,436 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 221,248 | 8,243 | 5.09% | 5.09% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 218,087 | 8,115 | 6.09% | 6.09% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 210,792 | 7,854 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 208,310 | 7,761 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BDFS Capital LLC | History | No change | 207,856 | 7,744 | 3.37% | 3.37% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 204,130 | 7,605 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 203,209 | 7,571 | 0.66% | 0.66% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 202,954 | 7,562 | 3.15% | 3.15% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Group LLC | History | No change | 202,685 | 7,552 | 6.08% | 6.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 201,383 | 7,503 | 5.69% | 5.69% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 200,000 | 7,452 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 196,494 | 7,321 | 5.98% | 5.98% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 193,541 | 7,211 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | No change | 191,989 | 7,153 | 1.79% | 1.79% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 191,110 | 7,120 | 5.0% | 5.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 184,482 | 6,873 | 0.12% | 0.12% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 182,089 | 6,784 | 5.68% | 5.68% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JDH Wealth Management, LLC | History | No change | 181,966 | 6,780 | 4.13% | 4.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Estate Counselors, LLC | History | No change | 178,527 | 6,651 | 0.57% | 0.57% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | No change | 170,798 | 6,533 | 0.39% | 0.39% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 173,115 | 6,412 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 171,420 | 6,387 | 3.42% | 3.42% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 171,154 | 6,377 | 0.37% | 0.37% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 169,245 | 6,306 | 1.25% | 1.25% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 168,469 | 6,277 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategent Financial, LLC | History | No change | 167,434 | 6,238 | 3.59% | 3.59% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tilson Financial Group, Inc. | History | No change | 166,782 | 6,214 | 1.71% | 1.71% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GEM Asset Management, LLC | History | No change | 165,392 | 6,162 | 2.43% | 2.43% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Index Fund Advisors, Inc. | History | No change | 165,123 | 6,152 | 0.24% | 0.24% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 163,917 | 6,107 | 5.59% | 5.59% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | No change | 163,320 | 6,085 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 162,743 | 6,063 | 0.5% | 0.5% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 162,353 | 6,049 | 2.33% | 2.33% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essential Planning, LLC. | History | No change | 160,754 | 5,989 | 1.69% | 1.69% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 159,534 | 5,944 | 0.67% | 0.67% | 253 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Longview Financial Advisors LLC | History | No change | 159,552 | 5,944 | 2.94% | 2.94% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 156,540 | 5,848 | 1.24% | 1.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Family Office Research LLC | History | No change | 155,564 | 5,796 | 2.17% | 2.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 155,289 | 5,786 | 0.25% | 0.25% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 153,329 | 5,713 | 0.92% | 0.92% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corus Family Wealth Advisors | History | No change | 152,717 | 5,690 | 3.92% | 3.92% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ariadne Wealth Management, LP | History | No change | 151,691 | 5,652 | 2.5% | 2.5% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coyle Financial Counsel LLC | History | No change | 150,299 | 5,600 | 1.02% | 1.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 146,074 | 5,442 | 2.13% | 2.13% | 262 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Archford Capital Strategies, LLC | History | No change | 145,941 | 5,437 | 0.55% | 0.55% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 141,685 | 5,279 | 0.51% | 0.51% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 136,863 | 5,100 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial LLC | History | No change | 134,784 | 5,022 | 2.31% | 2.31% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cerity Partners LLC | History | No change | 133,450 | 4,972 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 132,870 | 4,950 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 132,506 | 4,937 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RBF Capital, LLC | History | No change | 130,000 | 4,843 | 0.2% | 0.2% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 129,662 | 4,831 | 0.47% | 0.47% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 129,994 | 4,829 | 0.16% | 0.16% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security Financial Services, INC. | History | No change | 128,277 | 4,779 | 0.66% | 0.66% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 127,209 | 4,739 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 129,351 | 4,595 | 0.19% | 0.19% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 122,538 | 4,565 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 120,625 | 4,494 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 119,887 | 4,466 | 0.59% | 0.59% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Warburton Capital Management, LLC | History | No change | 118,772 | 4,425 | 1.8% | 1.8% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 116,363 | 4,335 | 2.35% | 2.35% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 115,422 | 4,300 | 3.12% | 3.12% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterfront Wealth Inc. | History | No change | 113,723 | 4,274 | 0.66% | 0.66% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avant Financial Advisors LLC | History | No change | 112,315 | 4,184 | 2.61% | 2.61% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | No change | 112,056 | 4,175 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 111,566 | 4,156 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 109,344 | 4,074 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 108,608 | 4,046 | 1.22% | 1.22% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Squire Investment Management Company, LLC | History | No change | 106,859 | 3,981 | 0.96% | 0.96% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 106,136 | 3,954 | 0.92% | 0.92% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | No change | 105,160 | 3,918 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 103,136 | 3,842 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BluePrint Investing LLC | History | No change | 101,607 | 3,785 | 2.83% | 2.83% | 292 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Two West Capital Advisors LLC | History | No change | 97,696 | 3,627 | 1.8% | 1.8% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 97,034 | 3,615 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 96,926 | 3,611 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Selective Wealth Management, Inc. | History | No change | 95,310 | 3,560 | 0.93% | 0.93% | 296 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 94,532 | 3,522 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 93,031 | 3,466 | 3.0% | 3.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 91,923 | 3,425 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 90,860 | 3,385 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |