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 | Added to | 3,885,941 | 162,121 | 4.97% | 4.91% | 1 | +150,342 | 4.02% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,134,670 | 47,338 | 0.25% | 0.33% | 2 | +795 | 0.07% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Added to | 1,058,790 | 44,172 | 4.48% | 4.31% | 3 | +42,165 | 4.15% | Q1 2026 | Apr 28, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 791,225 | 33,009 | 3.65% | 3.97% | 4 | -11,383 | -1.42% | Q1 2026 | May 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 564,887 | 23,567 | 12.71% | 12.27% | 5 | +44,443 | 8.54% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 533,670 | 22,264 | 3.44% | 3.38% | 6 | +28,153 | 5.57% | Q1 2026 | May 12, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 515,024 | 21,486 | 4.52% | 4.5% | 7 | +39,369 | 8.28% | Q1 2026 | May 12, 2026 |
| Geometric Wealth Advisors | History | Reduced | 511,563 | 21,342 | 2.67% | 2.81% | 8 | -14,358 | -2.73% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 504,266 | 21,037 | 4.7% | 4.14% | 9 | +75,772 | 17.68% | Q1 2026 | Apr 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 466,060 | 19,444 | 0.78% | 0.74% | 10 | +20,281 | 4.55% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 427,914 | 17,852 | 7.39% | 6.93% | 11 | +34,468 | 8.76% | Q1 2026 | Apr 13, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 349,021 | 14,561 | 8.34% | 8.66% | 12 | +30,526 | 9.58% | Q1 2026 | May 11, 2026 |
| Level Financial Advisors | History | Added to | 342,611 | 14,293 | 3.65% | 3.52% | 13 | +22,549 | 7.05% | Q1 2026 | Apr 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 305,143 | 12,730 | 2.01% | 1.95% | 14 | +4,046 | 1.34% | Q1 2026 | Apr 13, 2026 |
| Yardley Wealth Management LLC | History | Added to | 288,125 | 12,020 | 6.16% | 5.96% | 15 | +18,102 | 6.7% | Q1 2026 | Apr 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 255,045 | 10,640 | 1.38% | 1.29% | 16 | +23,344 | 10.08% | Q1 2026 | Apr 20, 2026 |
| Five Oceans Advisors | History | Reduced | 254,425 | 10,614 | 3.84% | 3.74% | 17 | -7 | -0.0% | Q1 2026 | Apr 07, 2026 |
| Core Wealth Management, Inc. | History | Added to | 253,735 | 10,585 | 3.24% | 3.12% | 18 | +13,047 | 5.42% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Reduced | 240,173 | 10,020 | 0.05% | 0.06% | 19 | -941 | -0.39% | Q1 2026 | May 04, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 235,276 | 9,815 | 8.35% | 8.06% | 20 | +8,380 | 3.69% | Q1 2026 | May 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 233,375 | 9,736 | 0.92% | 0.91% | 21 | +9,240 | 4.12% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 227,411 | 9,589 | 0.14% | 0.15% | 22 | +38,703 | 20.51% | Q1 2026 | Apr 20, 2026 |
| Financial Plan, Inc. | History | Added to | 193,415 | 8,069 | 0.86% | 0.7% | 23 | +46,545 | 31.69% | Q1 2026 | Apr 24, 2026 |
| Heirloom Wealth Management | History | Reduced | 192,214 | 8,019 | 1.44% | 10.53% | 24 | -903,797 | -82.46% | Q1 2026 | Apr 14, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 179,713 | 7,525 | 1.71% | 1.68% | 25 | -92,968 | -34.09% | Q1 2026 | Apr 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 170,748 | 7,123 | 2.11% | 1.94% | 26 | +16,057 | 10.38% | Q1 2026 | May 06, 2026 |
| Forum Financial Management, LP | History | Reduced | 163,359 | 6,815 | 0.1% | 0.09% | 27 | -704 | -0.43% | Q1 2026 | Apr 23, 2026 |
| Vestment Financial LLC | History | Added to | 158,546 | 6,685 | 3.15% | 3.33% | 28 | +4,224 | 2.74% | Q1 2026 | May 01, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 147,462 | 6,152 | 2.06% | 2.41% | 29 | -18,007 | -10.88% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 144,234 | 6,066 | 0.2% | 0.2% | 30 | +5,948 | 4.3% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 136,938 | 5,713 | 0.0% | 0.0% | 31 | -1,315 | -0.95% | Q1 2026 | May 04, 2026 |
| Foundry Financial LLC | History | Added to | 119,478 | 4,984 | 2.11% | 1.32% | 32 | +59,106 | 97.9% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 117,827 | 4,915 | 0.0% | 0.0% | 33 | +5,107 | 4.53% | Q1 2026 | May 15, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 116,000 | 4,839 | 1.8% | 1.8% | 34 | +3,097 | 2.74% | Q1 2026 | Apr 20, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 110,231 | 4,598 | 1.29% | 1.13% | 35 | -73,618 | -40.04% | Q1 2026 | Apr 16, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 104,508 | 4,360 | 3.43% | 3.93% | 36 | +5,258 | 5.3% | Q1 2026 | Apr 02, 2026 |
| McCartney Wealth Management LLC | History | Added to | 100,011 | 4,172 | 3.51% | 3.53% | 37 | +1,563 | 1.59% | Q1 2026 | May 11, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 94,247 | 3,932 | 1.57% | 1.52% | 38 | +4,885 | 5.47% | Q1 2026 | May 12, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 93,188 | 3,887 | 1.71% | 1.65% | 39 | -1,638 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 86,230 | 3,597 | 0.11% | 0.16% | 40 | -33,054 | -27.71% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,525 | 3,568 | 0.03% | 0.03% | 41 | +22,363 | 35.41% | Q1 2026 | Apr 07, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 83,841 | 3,497 | 0.32% | 0.32% | 42 | -1,051 | -1.24% | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 81,267 | 3,390 | 1.52% | 1.42% | 43 | +6,080 | 8.09% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 78,733 | 3,285 | 0.03% | 0.03% | 44 | -4,897 | -5.86% | Q1 2026 | Apr 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 78,596 | 3,279 | 0.54% | 0.56% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 70,663 | 2,948 | 0.01% | 0.01% | 46 | -1,465 | -2.03% | Q1 2026 | May 06, 2026 |
| Broadhurst Jeffrey B | History | Added to | 65,967 | 2,752 | 2.82% | 2.77% | 47 | +1,744 | 2.72% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 61,553 | 2,567 | 1.8% | 1.76% | 48 | +2,010 | 3.38% | Q1 2026 | May 13, 2026 |
| City State Bank | History | Added to | 60,567 | 2,526 | 0.66% | 0.44% | 49 | +22,167 | 57.73% | Q1 2026 | Apr 20, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 59,722 | 2,481 | 0.73% | 0.73% | 50 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 56,576 | 2,385 | 0.16% | 0.16% | 51 | +2,635 | 4.88% | Q1 2026 | Apr 29, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 55,838 | 2,329 | 0.64% | 0.56% | 52 | +7,754 | 16.13% | Q1 2026 | Apr 14, 2026 |
| MB Generational Wealth, LLC | History | Added to | 55,075 | 2,297 | 1.27% | 1.05% | 53 | +7,281 | 15.23% | Q1 2026 | May 04, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 54,057 | 2,255 | 0.94% | 0.75% | 54 | +11,557 | 27.19% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 52,471 | 2,189 | 0.13% | 0.12% | 55 | +2,415 | 4.82% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | New | 48,690 | 2,031 | 0.02% | — | 56 | +48,690 | New | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,986 | 2,003 | 0.0% | 0.0% | 57 | +8,817 | 22.51% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,739 | 1,991 | 0.0% | 0.0% | 58 | +5,596 | 13.28% | Q1 2026 | Apr 27, 2026 |
| TCP Asset Management, LLC | History | Added to | 46,799 | 1,952 | 0.25% | 0.29% | 59 | +5,070 | 12.15% | Q1 2026 | Apr 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 45,726 | 1,907 | 0.06% | 0.06% | 60 | +1,109 | 2.49% | Q1 2026 | Apr 27, 2026 |
| Shearwater Capital LLC | History | Added to | 42,539 | 1,774 | 0.93% | 1.0% | 61 | +470 | 1.12% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 40,160 | 1,675 | 0.0% | 0.0% | 62 | +298 | 0.75% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 38,758 | 1,610 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 38,474 | 1,598 | 0.01% | 0.01% | 64 | -2,344 | -5.74% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 36,985 | 1,543 | 0.0% | — | 65 | +36,985 | New | Q1 2026 | May 12, 2026 |
| Centennial Bank/AR/ | History | Added to | 33,380 | 1,392 | 0.5% | 0.41% | 66 | +8,258 | 32.87% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 33,286 | 1,388 | 0.03% | 0.03% | 67 | +1,534 | 4.83% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 33,165 | 1,383 | 0.01% | 0.01% | 68 | +23,061 | 228.24% | Q1 2026 | May 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 31,840 | 1,328 | 0.62% | 0.7% | 69 | -1,420 | -4.27% | Q1 2026 | Apr 14, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 31,589 | 1,317 | 0.54% | 0.52% | 70 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 30,219 | 1,260 | 0.2% | 0.18% | 71 | +5,692 | 23.21% | Q1 2026 | Apr 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 29,612 | 1,235 | 0.44% | 0.44% | 72 | -343 | -1.15% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 28,083 | 1,171 | 0.0% | 0.0% | 73 | -4,744 | -14.45% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,452 | 1,145 | 0.0% | 0.0% | 74 | +2,061 | 8.12% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | No change | 26,942 | 1,124 | 0.09% | 0.1% | 75 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 26,705 | 1,114 | 0.0% | 0.0% | 76 | +2,613 | 10.85% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Reduced | 26,685 | 1,113 | 0.05% | 0.05% | 77 | -248 | -0.92% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 26,065 | 1,087 | 0.0% | 0.0% | 78 | -122 | -0.47% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 24,471 | 1,020 | 0.24% | 0.44% | 79 | -15,971 | -39.49% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,319 | 1,018 | 0.0% | 0.0% | 80 | -5,998 | -19.78% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 23,904 | 997 | 0.0% | 0.0% | 81 | +6,149 | 34.63% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | No change | 18,094 | 754 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 16,567 | 691 | 0.16% | 0.17% | 83 | -686 | -3.98% | Q1 2026 | Apr 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 16,505 | 688 | 0.1% | 0.11% | 84 | -119 | -0.72% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 16,452 | 686 | 0.04% | 0.04% | 85 | +420 | 2.62% | Q1 2026 | May 04, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 16,049 | 669 | 0.33% | 0.31% | 86 | +1,703 | 11.87% | Q1 2026 | Apr 17, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 14,745 | 615 | 0.52% | 0.39% | 87 | +4,162 | 39.33% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 14,633 | 610 | 0.21% | 0.22% | 88 | -341 | -2.28% | Q1 2026 | May 11, 2026 |
| Essential Planning, LLC. | History | Added to | 14,573 | 608 | 0.19% | 0.11% | 89 | +6,371 | 77.68% | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 13,854 | 577 | 0.21% | 0.22% | 90 | -290 | -2.05% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Added to | 13,193 | 550 | 0.0% | 0.0% | 91 | +3,744 | 39.62% | Q1 2026 | May 11, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 13,074 | 545 | 0.32% | 0.4% | 92 | -2,754 | -17.4% | Q1 2026 | Apr 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 12,833 | 535 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 12,608 | 525 | 0.45% | 0.45% | 94 | -204 | -1.59% | Q1 2026 | May 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 12,167 | 507 | 0.31% | 0.32% | 95 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 12,117 | 505 | 0.01% | 0.01% | 96 | +278 | 2.35% | Q1 2026 | May 15, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 11,559 | 482 | 0.11% | 0.12% | 97 | -1,538 | -11.74% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 11,142 | 464 | 0.01% | 0.01% | 98 | -2,325 | -17.26% | Q1 2026 | May 11, 2026 |
| HFG Wealth Management, LLC | History | Added to | 10,746 | 448 | 0.25% | 0.24% | 99 | +99 | 0.93% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Reduced | 10,711 | 446 | 0.02% | 0.02% | 100 | -1,049 | -8.92% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,635 | 443 | 0.0% | 0.0% | 101 | -268 | -2.46% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,388 | 433 | 0.0% | — | 102 | +10,388 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,372 | 432 | 0.02% | 0.03% | 103 | -264 | -2.48% | Q1 2026 | Apr 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,255 | 427 | 0.15% | 0.15% | 104 | +65 | 0.64% | Q1 2026 | Apr 23, 2026 |
| Note Advisors, LLC | History | Reduced | 10,249 | 427 | 0.21% | 0.22% | 105 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 9,948 | 418 | 0.22% | 0.14% | 106 | +4,098 | 70.05% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,978 | 416 | 0.0% | 0.0% | 107 | -269 | -2.63% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 9,970 | 415 | 0.1% | 0.09% | 108 | +497 | 5.25% | Q1 2026 | May 01, 2026 |
| Stewardship Advisors, LLC | History | Added to | 9,829 | 410 | 0.09% | 0.09% | 109 | +479 | 5.12% | Q1 2026 | Apr 17, 2026 |
| GTS SECURITIES LLC | History | New | 9,481 | 395 | 0.01% | — | 110 | +9,481 | New | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | New | 9,244 | 385 | 0.07% | — | 111 | +9,244 | New | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,083 | 378 | 0.0% | 0.0% | 112 | +785 | 9.46% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,008 | 373 | 0.0% | 0.0% | 113 | +3,525 | 64.29% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,950 | 373 | 0.0% | 0.0% | 114 | -73 | -0.81% | Q1 2026 | Apr 29, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 8,933 | 372 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lynx Investment Advisory | History | Added to | 8,651 | 360 | 0.17% | 0.18% | 116 | +630 | 7.85% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 8,615 | 358 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Blossom Wealth Management | History | Reduced | 8,399 | 350 | 0.52% | 0.59% | 118 | -227 | -2.63% | Q1 2026 | Apr 28, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 7,958 | 332 | 0.32% | 0.28% | 119 | +1,000 | 14.37% | Q1 2026 | Apr 21, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 7,885 | 328 | 0.04% | — | 120 | +7,885 | New | Q1 2026 | May 11, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 7,516 | 313 | 0.14% | 0.1% | 121 | +2,363 | 45.86% | Q1 2026 | Apr 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,245 | 302 | 0.01% | 0.01% | 122 | -53 | -0.73% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | New | 7,173 | 299 | 0.01% | — | 123 | +7,173 | New | Q1 2026 | May 11, 2026 |
| First Financial Group Corp | History | No change | 7,140 | 297 | 0.24% | 0.25% | 124 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 6,283 | 262 | 0.0% | 0.0% | 125 | +699 | 12.52% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 6,180 | 257 | 0.0% | — | 126 | +6,180 | New | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | New | 5,745 | 239 | 0.03% | — | 127 | +5,745 | New | Q1 2026 | May 13, 2026 |
| Verisail Partners, LLC | History | Added to | 5,506 | 229 | 0.09% | 0.09% | 128 | +181 | 3.4% | Q1 2026 | Apr 20, 2026 |
| SageOak Financial, LLC | History | Added to | 5,433 | 226 | 0.16% | 0.16% | 130 | +65 | 1.21% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,433 | 226 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | New | 4,926 | 205 | 0.0% | — | 131 | +4,926 | New | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | New | 4,817 | 200 | 0.01% | — | 132 | +4,817 | New | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | New | 4,612 | 192 | 0.0% | — | 133 | +4,612 | New | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 4,452 | 185 | 0.11% | — | 134 | +4,452 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,252 | 177 | 0.0% | — | 135 | +4,252 | New | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 3,611 | 150 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,201 | 133 | 0.0% | 0.0% | 137 | +2,299 | 254.88% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,601 | 108 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,402 | 100 | 0.06% | 0.07% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,070 | 86 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MASECO LLP | History | No change | 1,866 | 77 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,395 | 58 | 0.0% | 0.0% | 142 | -5,651 | -80.2% | Q1 2026 | May 13, 2026 |
| LAM GROUP, INC. | History | New | 1,400 | 58 | 0.03% | — | 143 | +1,400 | New | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | New | 1,364 | 56 | 0.16% | — | 144 | +1,364 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | No change | 1,342 | 55 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,307 | 54 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,292 | 53 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | No change | 945 | 39 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Torren Management, LLC | History | Reduced | 913 | 38 | 0.02% | 0.03% | 149 | -628 | -40.75% | Q1 2026 | Apr 30, 2026 |
| Burk Holdings LLC | History | New | 726 | 30 | 0.01% | — | 150 | +726 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 679 | 28 | 0.0% | 0.0% | 151 | +53 | 8.47% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 563 | 23 | 0.0% | 0.0% | 152 | +135 | 31.54% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 550 | 22 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 450 | 18 | 0.0% | — | 154 | +450 | New | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 343 | 14 | 0.0% | — | 155 | +343 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 296 | 12 | 0.0% | — | 156 | +296 | New | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | No change | 255 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | New | 182 | 7 | 0.0% | — | 158 | +182 | New | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 161 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 140 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 99 | 4 | 0.0% | 0.0% | 161 | -99 | -50.0% | Q1 2026 | May 13, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 119 | 4 | 0.0% | 0.0% | 162 | -40 | -25.16% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 78 | 3 | 0.0% | 0.01% | 163 | -4,202 | -98.18% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,857 | -100.0% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -33,840 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,194 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Pioneer Wealth Management Group | History | Closed out | 0 | 0 | — | 0.32% | — | -25,279 | -100.0% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,256 | -100.0% | Q1 2026 | May 12, 2026 |
| Applied Capital LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -15,299 | -100.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,496 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,738 | -100.0% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,533 | -100.0% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,086 | -100.0% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,893 | -100.0% | Q1 2026 | May 15, 2026 |
| SpringVest Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,264 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,449 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,980 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -956 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 05, 2026 |