Dimensional ETF Trust - DFIP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Matson Money. Inc. | History | No change | 4,102,699 | 169,892 | 4.73% | 4.73% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,182,158 | 48,769 | 0.23% | 0.23% | 2 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Planning Center, Inc. | History | No change | 1,085,533 | 44,783 | 4.23% | 4.23% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 769,537 | 31,747 | 3.24% | 3.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 615,557 | 25,394 | 12.41% | 12.41% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rather & Kittrell, Inc. | History | No change | 586,834 | 24,209 | 3.38% | 3.38% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 580,584 | 23,952 | 4.27% | 4.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 543,933 | 22,439 | 4.35% | 4.35% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geometric Wealth Advisors | History | No change | 531,015 | 21,907 | 2.37% | 2.37% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Investment Management, LLC | History | No change | 490,315 | 20,227 | 0.73% | 0.73% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 462,726 | 19,089 | 7.24% | 7.24% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Level Financial Advisors | History | No change | 362,625 | 14,960 | 3.34% | 3.34% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 350,137 | 14,444 | 7.17% | 7.17% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Core Wealth Management, Inc. | History | No change | 315,342 | 13,009 | 3.66% | 3.66% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Yardley Wealth Management LLC | History | No change | 315,060 | 12,997 | 5.9% | 5.9% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 264,903 | 10,928 | 1.23% | 1.23% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 263,878 | 10,857 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 256,742 | 10,591 | 8.0% | 8.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Five Oceans Advisors | History | No change | 254,425 | 10,496 | 3.37% | 3.37% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 237,163 | 9,784 | 0.8% | 0.8% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 231,318 | 9,543 | 0.91% | 0.91% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 217,046 | 8,497 | 0.11% | 0.14% | 22 | -15,979 | -6.86% | Q3 2026 | Oct 08, 2026 |
| Heirloom Wealth Management | History | No change | 188,774 | 7,787 | 1.13% | 1.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Austin Wealth Management, LLC | History | No change | 181,479 | 7,479 | 1.58% | 1.58% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 179,710 | 7,413 | 2.02% | 2.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 162,472 | 6,702 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestment Financial LLC | History | No change | 159,371 | 6,559 | 2.94% | 2.94% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Financial Management, LP | History | No change | 146,508 | 6,044 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 146,317 | 6,036 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | No change | 138,594 | 5,717 | 1.93% | 1.93% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 127,636 | 5,265 | 1.75% | 1.75% | 31 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 125,241 | 5,166 | 1.26% | 1.26% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125,076 | 4,885 | 0.03% | 0.03% | 33 | +28,849 | 29.98% | Q3 2026 | Oct 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 108,404 | 4,472 | 3.21% | 3.21% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McCartney Wealth Management LLC | History | No change | 106,130 | 4,378 | 3.32% | 3.32% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 100,344 | 4,139 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 97,723 | 4,032 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 97,595 | 4,026 | 1.55% | 1.55% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AWM CAPITAL, LLC | History | No change | 97,231 | 4,011 | 0.32% | 0.32% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 101,588 | 3,968 | 0.56% | 1.82% | 40 | -208,599 | -67.25% | Q3 2026 | Oct 08, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 92,861 | 3,830 | 1.62% | 1.62% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENTREWEALTH, LLC | History | No change | 92,575 | 3,751 | 1.39% | 1.39% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 87,453 | 3,608 | 0.15% | 0.15% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altiora Financial Group, LLC | History | No change | 78,994 | 3,258 | 0.51% | 0.51% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 77,711 | 3,205 | 0.73% | 0.73% | 45 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 77,154 | 3,182 | 0.78% | 0.78% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 76,723 | 3,165 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | No change | 74,292 | 3,064 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 69,050 | 2,848 | 1.78% | 1.78% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MB Generational Wealth, LLC | History | No change | 65,950 | 2,720 | 1.33% | 1.33% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 63,389 | 2,615 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 57,729 | 2,381 | 0.16% | 0.16% | 52 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 56,616 | 2,335 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NWAM LLC | History | No change | 56,035 | 2,311 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCP Asset Management, LLC | History | No change | 55,207 | 2,277 | 0.26% | 0.26% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 54,231 | 2,237 | 0.81% | 0.81% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 52,375 | 2,160 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 52,083 | 2,148 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 47,530 | 1,960 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 43,151 | 1,780 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 42,361 | 1,747 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XY Planning Network, Inc. | History | No change | 40,592 | 1,674 | 0.21% | 0.21% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Saxony Capital Management, LLC | History | No change | 40,339 | 1,664 | 0.76% | 0.76% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 39,739 | 1,639 | 0.64% | 0.64% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shearwater Capital LLC | History | No change | 39,646 | 1,635 | 0.78% | 0.78% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 36,068 | 1,488 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 35,756 | 1,475 | 0.54% | 0.54% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 35,672 | 1,471 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 34,682 | 1,430 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Bank/AR/ | History | No change | 33,892 | 1,398 | 0.45% | 0.45% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 33,648 | 1,388 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 31,167 | 1,285 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 30,470 | 1,257 | 0.39% | 0.39% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Krilogy Financial LLC | History | No change | 29,022 | 1,197 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tortoise Investment Management, LLC | History | No change | 28,642 | 1,181 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,985 | 1,155 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 27,733 | 1,144 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Klingman & Associates, LLC | History | No change | 26,685 | 1,100 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 25,730 | 1,061 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CPA Asset Management Group, LLC | History | No change | 24,935 | 1,028 | 0.3% | 0.3% | 80 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,667 | 1,015 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 22,366 | 922 | 0.7% | 0.7% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 21,421 | 883 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plan Group Financial, LLC | History | No change | 20,528 | 846 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SeedSafe Financial LLC | History | No change | 19,613 | 809 | 0.58% | 0.58% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Planning, LLC. | History | No change | 19,164 | 790 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coston, McIsaac & Partners | History | No change | 19,023 | 784 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meritas Wealth Management, LLC | History | No change | 18,520 | 764 | 0.3% | 0.3% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foster Group, Inc. | History | No change | 18,094 | 746 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,908 | 698 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | No change | 16,749 | 690 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 16,294 | 672 | 0.28% | 0.28% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 16,264 | 670 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 15,554 | 641 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greenspring Advisors, LLC | History | No change | 15,232 | 628 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CURIO WEALTH, LLC | History | No change | 14,406 | 594 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 13,665 | 563 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Donalies Financial Planning, LLC | History | No change | 13,189 | 544 | 0.4% | 0.4% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lynx Investment Advisory | History | No change | 13,045 | 538 | 0.18% | 0.18% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,020 | 537 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,117 | 499 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,933 | 451 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,896 | 449 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,800 | 445 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,463 | 431 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 10,453 | 431 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Note Advisors, LLC | History | No change | 10,249 | 422 | 0.18% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,206 | 421 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 10,213 | 421 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Invst, LLC | History | No change | 10,067 | 415 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,893 | 408 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 9,881 | 407 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 9,598 | 395 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,505 | 392 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,268 | 382 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 9,063 | 373 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 9,040 | 372 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 8,958 | 369 | 0.3% | 0.3% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Two West Capital Advisors LLC | History | No change | 8,846 | 363 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 8,288 | 341 | 0.16% | 0.16% | 120 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Blossom Wealth Management | History | No change | 8,204 | 338 | 0.48% | 0.48% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Factor Wealth Management LTD | History | Reduced | 8,449 | 330 | 0.05% | 0.08% | 122 | -4,591 | -35.21% | Q3 2026 | Oct 08, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 7,925 | 326 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,486 | 308 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Root Financial Partners, LLC | History | No change | 7,393 | 304 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,227 | 298 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HFG Wealth Management, LLC | History | No change | 7,042 | 290 | 0.29% | 0.29% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 6,440 | 265 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 6,212 | 256 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 6,173 | 255 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Financial Group Corp | History | No change | 5,808 | 239 | 0.17% | 0.17% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 5,424 | 223 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,303 | 218 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageOak Financial, LLC | History | No change | 5,169 | 213 | 0.14% | 0.14% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,926 | 203 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 4,878 | 201 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | No change | 4,373 | 180 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,294 | 177 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,252 | 175 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 3,989 | 164 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,460 | 142 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 3,243 | 133 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,601 | 107 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,402 | 99 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,070 | 85 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASECO LLP | History | No change | 1,866 | 76 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LAM GROUP, INC. | History | No change | 1,515 | 62 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFG Advisory, LLC | History | No change | 1,387 | 57 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,313 | 54 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,332 | 54 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,301 | 53 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 945 | 38 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Torren Management, LLC | History | No change | 913 | 37 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Burk Holdings LLC | History | No change | 726 | 29 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 563 | 23 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 550 | 22 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 453 | 18 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 343 | 14 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | No change | 296 | 12 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 279 | 11 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orion Capital Management LLC | History | No change | 255 | 10 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 178 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 182 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 122 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 110 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 63 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |