Dimensional ETF Trust - DFIP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Matson Money. Inc. | History | Added to | 3,735,599 | 155,251 | 4.91% | 4.97% | 1 | +162,052 | 4.53% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,133,875 | 47,118 | 0.33% | 0.01% | 2 | +1,116,586 | 6458.36% | Q4 2025 | Feb 18, 2026 |
| Heirloom Wealth Management | History | Added to | 1,096,011 | 45,544 | 10.53% | 10.87% | 3 | +30,351 | 2.85% | Q4 2025 | Jan 15, 2026 |
| Planning Center, Inc. | History | Added to | 1,016,625 | 42,245 | 4.31% | 3.98% | 4 | +118,283 | 13.17% | Q4 2025 | Feb 02, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 802,608 | 33,352 | 3.97% | 4.12% | 5 | +2,618 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Geometric Wealth Advisors | History | Added to | 525,921 | 21,854 | 2.81% | 2.93% | 6 | +4,687 | 0.9% | Q4 2025 | Feb 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 520,444 | 21,627 | 12.27% | 11.61% | 7 | +77,837 | 17.59% | Q4 2025 | Feb 13, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 505,517 | 21,006 | 3.38% | 3.29% | 8 | +61,107 | 13.75% | Q4 2025 | Jan 28, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 475,655 | 19,765 | 4.5% | 4.5% | 9 | +51,065 | 12.03% | Q4 2025 | Jan 21, 2026 |
| Stratos Investment Management, LLC | History | Added to | 445,779 | 18,524 | 0.74% | 0.74% | 10 | +22,148 | 5.23% | Q4 2025 | Jan 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 428,494 | 17,806 | 4.14% | 3.23% | 11 | +143,923 | 50.58% | Q4 2025 | Jan 15, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 393,446 | 16,349 | 6.93% | 6.84% | 12 | +22,561 | 6.08% | Q4 2025 | Jan 12, 2026 |
| Level Financial Advisors | History | Added to | 320,062 | 13,300 | 3.52% | 3.39% | 13 | +35,340 | 12.41% | Q4 2025 | Jan 26, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 318,495 | 13,235 | 8.66% | 7.02% | 14 | +66,531 | 26.4% | Q4 2025 | Jan 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 301,097 | 12,512 | 1.95% | 2.0% | 15 | +2,642 | 0.89% | Q4 2025 | Jan 23, 2026 |
| Austin Wealth Management, LLC | History | Added to | 272,681 | 11,342 | 1.68% | 1.76% | 16 | +9,148 | 3.47% | Q4 2025 | Jan 26, 2026 |
| Yardley Wealth Management LLC | History | Added to | 270,023 | 11,220 | 5.96% | 5.63% | 17 | +31,495 | 13.2% | Q4 2025 | Feb 05, 2026 |
| Five Oceans Advisors | History | Added to | 254,432 | 10,572 | 3.74% | 3.95% | 18 | +115 | 0.05% | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | New | 241,114 | 10,019 | 0.06% | — | 19 | +241,114 | New | Q4 2025 | Feb 10, 2026 |
| Core Wealth Management, Inc. | History | Added to | 240,688 | 10,001 | 3.12% | 3.14% | 20 | +9,592 | 4.15% | Q4 2025 | Jan 28, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 231,701 | 9,628 | 1.29% | 1.31% | 21 | +16,800 | 7.82% | Q4 2025 | Jan 21, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 226,896 | 9,428 | 8.06% | 7.97% | 22 | +11,416 | 5.3% | Q4 2025 | Feb 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 224,135 | 9,313 | 0.91% | 0.94% | 23 | +3,866 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 188,708 | 7,841 | 0.15% | 0.16% | 24 | +15,075 | 8.68% | Q4 2025 | Jan 21, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 183,849 | 7,653 | 1.13% | 0.97% | 25 | +111,105 | 152.73% | Q4 2025 | Jan 07, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 165,469 | 6,876 | 2.41% | 5.85% | 26 | -193,840 | -53.95% | Q4 2025 | Jan 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 164,063 | 6,817 | 0.09% | 0.14% | 27 | -76,170 | -31.71% | Q4 2025 | Jan 27, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 154,691 | 6,428 | 1.94% | 1.85% | 28 | +15,528 | 11.16% | Q4 2025 | Jan 27, 2026 |
| Vestment Financial LLC | History | Added to | 154,322 | 6,426 | 3.33% | 3.32% | 29 | +16,955 | 12.34% | Q4 2025 | Jan 23, 2026 |
| Financial Plan, Inc. | History | New | 146,870 | 6,103 | 0.7% | — | 30 | +146,870 | New | Q4 2025 | Jan 28, 2026 |
| Krilogy Financial LLC | History | Added to | 138,286 | 5,770 | 0.2% | 0.2% | 31 | +8,968 | 6.93% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 138,253 | 5,745 | 0.0% | 0.0% | 32 | +40,368 | 41.24% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 119,284 | 4,956 | 0.16% | 0.19% | 33 | -9,339 | -7.26% | Q4 2025 | Feb 06, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 112,903 | 4,691 | 1.8% | 1.77% | 34 | +9,073 | 8.74% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 112,720 | 4,684 | 0.0% | 0.0% | 35 | -5,899 | -4.97% | Q4 2025 | Mar 25, 2026 |
| Ares Financial Consulting, LLC | History | New | 99,250 | 4,124 | 3.93% | — | 36 | +99,250 | New | Q4 2025 | Jan 30, 2026 |
| McCartney Wealth Management LLC | History | New | 98,448 | 4,091 | 3.53% | — | 37 | +98,448 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 94,857 | 3,941 | 0.0% | 0.0% | 38 | -19,493 | -17.05% | Q4 2025 | Feb 17, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 94,826 | 3,940 | 1.65% | 1.9% | 39 | -162 | -0.17% | Q4 2025 | Feb 03, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 89,362 | 3,713 | 1.52% | 1.33% | 40 | +15,852 | 21.56% | Q4 2025 | Jan 29, 2026 |
| AWM CAPITAL, LLC | History | Added to | 84,892 | 3,527 | 0.32% | 0.3% | 41 | +7,054 | 9.06% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 83,630 | 3,475 | 0.03% | 0.03% | 42 | +6,406 | 8.3% | Q4 2025 | Jan 05, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 78,596 | 3,266 | 0.56% | 0.64% | 43 | -3,635 | -4.42% | Q4 2025 | Feb 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 75,187 | 3,147 | 1.42% | 1.55% | 44 | +3,849 | 5.4% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 72,128 | 2,997 | 0.01% | 0.01% | 45 | -908 | -1.24% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,162 | 2,624 | 0.03% | 0.01% | 46 | +54,158 | 601.49% | Q4 2025 | Jan 23, 2026 |
| Foundry Financial LLC | History | New | 60,372 | 2,508 | 1.32% | — | 47 | +60,372 | New | Q4 2025 | Feb 17, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 59,722 | 2,481 | 0.73% | — | 48 | +59,722 | New | Q4 2025 | Jan 07, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 59,543 | 2,474 | 1.76% | 1.74% | 49 | +3,269 | 5.81% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 53,941 | 2,241 | 0.16% | 0.16% | 50 | +4,469 | 9.03% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Added to | 50,056 | 2,080 | 0.12% | 0.1% | 51 | +6,827 | 15.79% | Q4 2025 | Feb 04, 2026 |
| Amicus Financial Advisors, LLC | History | New | 48,084 | 1,998 | 0.56% | — | 52 | +48,084 | New | Q4 2025 | Mar 02, 2026 |
| MB Generational Wealth, LLC | History | Added to | 47,794 | 1,986 | 1.05% | 0.23% | 53 | +39,248 | 459.26% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 44,617 | 1,854 | 0.06% | 0.06% | 54 | +1,758 | 4.1% | Q4 2025 | Jan 30, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 42,500 | 1,766 | 0.75% | 0.73% | 55 | +3,574 | 9.18% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,143 | 1,751 | 0.0% | 0.0% | 56 | -3,290 | -7.24% | Q4 2025 | Feb 12, 2026 |
| Shearwater Capital LLC | History | Added to | 42,069 | 1,748 | 1.0% | 1.01% | 57 | +1,589 | 3.93% | Q4 2025 | Jan 13, 2026 |
| TCP Asset Management, LLC | History | Added to | 41,729 | 1,734 | 0.29% | 0.3% | 58 | +1,746 | 4.37% | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,818 | 1,696 | 0.01% | 0.01% | 59 | -811 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Reduced | 40,442 | 1,680 | 0.44% | 0.75% | 60 | -25,800 | -38.95% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 39,862 | 1,656 | 0.0% | 0.0% | 61 | +30,496 | 325.6% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,169 | 1,627 | 0.0% | — | 62 | +39,169 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 38,758 | 1,610 | 0.05% | 0.05% | 63 | +1,074 | 2.85% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | Added to | 38,400 | 1,595 | 0.44% | 0.15% | 64 | +26,250 | 216.05% | Q4 2025 | Jan 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 33,840 | 1,406 | 0.25% | — | 65 | +33,840 | New | Q4 2025 | Feb 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 33,260 | 1,384 | 0.7% | 0.8% | 66 | +559 | 1.71% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 33,194 | 1,379 | 0.02% | — | 67 | +33,194 | New | Q4 2025 | Feb 19, 2026 |
| Focus Partners Wealth | History | Reduced | 32,827 | 1,364 | 0.0% | 0.01% | 68 | -63,104 | -65.78% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,752 | 1,319 | 0.03% | 0.02% | 69 | +7,713 | 32.09% | Q4 2025 | Feb 13, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 31,589 | 1,312 | 0.52% | 0.57% | 70 | -20 | -0.06% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,317 | 1,262 | 0.0% | 0.0% | 71 | +675 | 2.28% | Q4 2025 | Jan 08, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 29,955 | 1,244 | 0.44% | 0.44% | 72 | -219 | -0.73% | Q4 2025 | Jan 30, 2026 |
| Klingman & Associates, LLC | History | Reduced | 26,933 | 1,119 | 0.05% | 0.06% | 74 | -2,507 | -8.52% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 26,942 | 1,119 | 0.1% | 0.1% | 73 | +19 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 26,187 | 1,088 | 0.0% | — | 75 | +26,187 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 25,391 | 1,055 | 0.0% | — | 76 | +25,391 | New | Q4 2025 | Feb 05, 2026 |
| Pioneer Wealth Management Group | History | New | 25,279 | 1,050 | 0.32% | — | 77 | +25,279 | New | Q4 2025 | Jan 12, 2026 |
| Centennial Bank/AR/ | History | Added to | 25,122 | 1,043 | 0.41% | 0.4% | 78 | +1,313 | 5.51% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 24,527 | 1,019 | 0.18% | 0.28% | 79 | +5,111 | 26.32% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 24,092 | 1,001 | 0.0% | 0.0% | 80 | +6,962 | 40.64% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,256 | 883 | 0.0% | 0.0% | 81 | +6,029 | 39.59% | Q4 2025 | Feb 12, 2026 |
| Foster Group, Inc. | History | No change | 18,094 | 751 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Added to | 17,755 | 738 | 0.0% | 0.0% | 83 | +17,262 | 3501.42% | Q4 2025 | Jan 26, 2026 |
| Coston, McIsaac & Partners | History | Added to | 17,253 | 716 | 0.17% | 0.07% | 84 | +9,987 | 137.45% | Q4 2025 | Feb 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 16,624 | 690 | 0.11% | 0.14% | 85 | -2,909 | -14.89% | Q4 2025 | Jan 14, 2026 |
| Greenspring Advisors, LLC | History | New | 16,032 | 666 | 0.04% | — | 86 | +16,032 | New | Q4 2025 | Feb 10, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 15,828 | 657 | 0.4% | 1.73% | 87 | -46,317 | -74.53% | Q4 2025 | Jan 15, 2026 |
| Applied Capital LLC | History | Added to | 15,299 | 635 | 0.24% | 0.26% | 88 | +80 | 0.53% | Q4 2025 | Jan 16, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 14,974 | 622 | 0.22% | 0.3% | 89 | -2,203 | -12.83% | Q4 2025 | Feb 11, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 14,346 | 596 | 0.31% | 0.36% | 90 | -890 | -5.84% | Q4 2025 | Jan 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 14,144 | 587 | 0.22% | 0.24% | 91 | -94 | -0.66% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,467 | 559 | 0.01% | 0.01% | 92 | +1,487 | 12.41% | Q4 2025 | Feb 10, 2026 |
| Aspire Private Capital, LLC | History | Added to | 13,097 | 544 | 0.12% | 0.11% | 93 | +942 | 7.75% | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | No change | 12,833 | 533 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Donalies Financial Planning, LLC | History | New | 12,812 | 532 | 0.45% | — | 95 | +12,812 | New | Q4 2025 | Feb 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 12,167 | 505 | 0.32% | 0.39% | 96 | -1,808 | -12.94% | Q4 2025 | Feb 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 11,839 | 491 | 0.01% | 0.01% | 97 | +2,252 | 23.49% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 11,760 | 488 | 0.02% | 0.04% | 98 | -2,923 | -19.91% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | New | 10,903 | 453 | 0.0% | — | 99 | +10,903 | New | Q4 2025 | Feb 13, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 10,647 | 442 | 0.24% | 0.24% | 100 | -6 | -0.06% | Q4 2025 | Jan 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,636 | 441 | 0.03% | 0.06% | 101 | -12,898 | -54.81% | Q4 2025 | Jan 20, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 10,583 | 439 | 0.39% | — | 102 | +10,583 | New | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | New | 10,496 | 436 | 0.02% | — | 103 | +10,496 | New | Q4 2025 | Feb 12, 2026 |
| Note Advisors, LLC | History | Reduced | 10,250 | 426 | 0.22% | 0.26% | 104 | -55 | -0.53% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,247 | 425 | 0.0% | 0.0% | 105 | +5,079 | 98.28% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,190 | 423 | 0.15% | 0.15% | 106 | +218 | 2.19% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,104 | 419 | 0.01% | 0.01% | 107 | -14,061 | -58.19% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 9,473 | 393 | 0.09% | 0.1% | 108 | +135 | 1.45% | Q4 2025 | Feb 27, 2026 |
| CITIGROUP INC | History | Added to | 9,449 | 392 | 0.0% | 0.0% | 109 | +2,489 | 35.76% | Q4 2025 | Feb 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 9,350 | 388 | 0.09% | 0.09% | 110 | +360 | 4.0% | Q4 2025 | Jan 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,023 | 374 | 0.0% | 0.0% | 111 | -255 | -2.75% | Q4 2025 | Feb 06, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 8,933 | 371 | 0.06% | 0.05% | 112 | +1,092 | 13.93% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | New | 8,615 | 358 | 0.01% | — | 113 | +8,615 | New | Q4 2025 | Feb 11, 2026 |
| Blossom Wealth Management | History | Added to | 8,626 | 358 | 0.59% | 0.57% | 114 | +330 | 3.98% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,298 | 344 | 0.0% | 0.0% | 115 | +3,500 | 72.95% | Q4 2025 | Feb 13, 2026 |
| Essential Planning, LLC. | History | New | 8,202 | 340 | 0.11% | — | 116 | +8,202 | New | Q4 2025 | Jan 15, 2026 |
| Lynx Investment Advisory | History | Added to | 8,021 | 333 | 0.18% | 0.2% | 117 | +176 | 2.24% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 7,738 | 321 | 0.0% | — | 118 | +7,738 | New | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,533 | 313 | 0.0% | 0.01% | 119 | -412 | -5.19% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,298 | 303 | 0.01% | 0.01% | 120 | -624 | -7.88% | Q4 2025 | Feb 12, 2026 |
| First Financial Group Corp | History | Added to | 7,140 | 296 | 0.25% | 0.23% | 121 | +920 | 14.79% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,086 | 294 | 0.0% | — | 122 | +7,086 | New | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,046 | 292 | 0.0% | 0.0% | 123 | +2,068 | 41.54% | Q4 2025 | Feb 11, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 6,958 | 289 | 0.28% | — | 124 | +6,958 | New | Q4 2025 | Jan 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 6,893 | 286 | 0.06% | 0.07% | 125 | -552 | -7.41% | Q4 2025 | Jan 16, 2026 |
| Two West Capital Advisors LLC | History | No change | 5,850 | 243 | 0.14% | 0.15% | 126 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Betterment LLC | History | Reduced | 5,584 | 232 | 0.0% | 0.0% | 127 | -104 | -1.83% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,483 | 227 | 0.0% | 0.0% | 128 | -483 | -8.1% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,433 | 225 | 0.0% | — | 129 | +5,433 | New | Q4 2025 | Feb 13, 2026 |
| SageOak Financial, LLC | History | Added to | 5,368 | 223 | 0.16% | 0.17% | 130 | +37 | 0.69% | Q4 2025 | Feb 13, 2026 |
| Verisail Partners, LLC | History | Added to | 5,325 | 221 | 0.09% | 0.1% | 131 | +20 | 0.38% | Q4 2025 | Jan 29, 2026 |
| SpringVest Wealth Management LLC | History | New | 5,264 | 218 | 0.15% | — | 132 | +5,264 | New | Q4 2025 | Jan 23, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 5,153 | 214 | 0.1% | 0.1% | 133 | +365 | 7.62% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,280 | 177 | 0.01% | 0.01% | 134 | -6 | -0.14% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | No change | 3,611 | 150 | 0.01% | 0.02% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 3,449 | 143 | 0.09% | 0.1% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Added to | 2,980 | 123 | 0.02% | 0.01% | 137 | +1,790 | 150.42% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,601 | 108 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 2,402 | 99 | 0.07% | 0.06% | 139 | +449 | 22.99% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,070 | 86 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MASECO LLP | History | No change | 1,866 | 77 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Torren Management, LLC | History | New | 1,541 | 64 | 0.03% | — | 142 | +1,541 | New | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 1,342 | 55 | 0.0% | 0.0% | 143 | -644 | -32.43% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,307 | 54 | 0.0% | 0.0% | 144 | +19 | 1.48% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | New | 1,292 | 53 | 0.01% | — | 145 | +1,292 | New | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 956 | 39 | 0.0% | 0.0% | 146 | +7 | 0.74% | Q4 2025 | Feb 18, 2026 |
| Crewe Advisors LLC | History | No change | 945 | 39 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 902 | 37 | 0.0% | 0.0% | 148 | +781 | 645.45% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 626 | 26 | 0.0% | 0.0% | 149 | +123 | 24.45% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | New | 550 | 22 | 0.0% | — | 150 | +550 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 428 | 17 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | No change | 255 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 198 | 8 | 0.0% | 0.0% | 153 | +1 | 0.51% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | No change | 161 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Seneschal Advisors, LLC | History | No change | 159 | 6 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 140 | 5 | 0.0% | — | 156 | +140 | New | Q4 2025 | Feb 05, 2026 |
| Greenline Wealth Management LLC | History | New | 98 | 4 | 0.0% | — | 157 | +98 | New | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 2.23% | — | -449,081 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -22,389 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,489 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,243 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,971 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,787 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,820 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,193 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,432 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |