Dimensional ETF Trust - DFSE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AWM CAPITAL, LLC | History | Added to | 821,857 | 40,171 | 3.22% | 2.92% | 1 | +61,181 | 8.04% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | Added to | 673,453 | 32,918 | 0.1% | 0.1% | 2 | +103,062 | 18.07% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | Added to | 594,139 | 29,029 | 0.82% | 0.78% | 3 | +5,736 | 0.97% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Added to | 569,426 | 27,833 | 0.03% | 0.03% | 4 | +32,450 | 6.04% | Q2 2026 | Aug 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 528,686 | 25,841 | 2.56% | 2.6% | 5 | -17,556 | -3.21% | Q2 2026 | Jul 08, 2026 |
| Five Oceans Advisors | History | Added to | 442,368 | 21,622 | 6.95% | 6.72% | 6 | +4,081 | 0.93% | Q2 2026 | Jul 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 365,681 | 17,874 | 0.23% | 0.22% | 7 | -8,878 | -2.37% | Q2 2026 | Jul 23, 2026 |
| Citrine Capital LLC | History | Reduced | 323,640 | 15,819 | 5.86% | 6.04% | 8 | -5,012 | -1.53% | Q2 2026 | Jul 23, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 317,897 | 15,534 | 1.63% | 1.32% | 9 | -22,541 | -6.62% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 307,473 | 15,029 | 0.06% | 0.06% | 10 | +235 | 0.08% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | Added to | 262,183 | 12,802 | 0.04% | 0.04% | 11 | +47,555 | 22.16% | Q2 2026 | Aug 10, 2026 |
| Retirement Solution LLC | History | Reduced | 256,769 | 12,550 | 2.45% | 2.61% | 12 | -3,680 | -1.41% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | New | 191,799 | 9,375 | 0.05% | — | 13 | +191,799 | New | Q2 2026 | Aug 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 154,990 | 7,575 | 0.6% | 0.59% | 14 | -1,161 | -0.74% | Q2 2026 | Jul 23, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 126,249 | 6,170 | 0.27% | 0.26% | 15 | -465 | -0.37% | Q2 2026 | Jul 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 123,011 | 6,012 | 1.07% | 1.12% | 16 | -13,077 | -9.61% | Q2 2026 | Aug 10, 2026 |
| Francis Financial, Inc. | History | Added to | 109,210 | 5,338 | 0.87% | 0.82% | 17 | +4,217 | 4.02% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 104,452 | 5,105 | 0.06% | 0.07% | 18 | -3,374 | -3.13% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 102,996 | 4,884 | 0.07% | 0.07% | 19 | +7,449 | 7.8% | Q2 2026 | Jul 08, 2026 |
| BRIGHTON JONES LLC | History | Added to | 91,148 | 4,455 | 0.08% | 0.08% | 20 | +9,021 | 10.98% | Q2 2026 | Aug 11, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 91,141 | 4,454 | 0.25% | 0.39% | 21 | -59,252 | -39.4% | Q2 2026 | Aug 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 84,357 | 4,123 | 0.18% | 0.19% | 22 | -646 | -0.76% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 84,065 | 4,109 | 0.01% | 0.0% | 23 | +12,063 | 16.75% | Q2 2026 | Aug 19, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 81,686 | 3,992 | 2.49% | 2.64% | 24 | -7,219 | -8.12% | Q2 2026 | Aug 14, 2026 |
| RAM Investment Partners, LLC | History | Added to | 78,545 | 3,839 | 0.61% | 0.53% | 25 | +7,500 | 10.56% | Q2 2026 | Jul 29, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 77,097 | 3,768 | 1.6% | 1.57% | 26 | -342 | -0.44% | Q2 2026 | Jul 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 72,657 | 3,551 | 0.63% | 0.66% | 27 | -1,731 | -2.33% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 68,228 | 3,334 | 0.03% | 0.03% | 28 | +3,555 | 5.5% | Q2 2026 | Aug 06, 2026 |
| New Capital Management LP | History | Reduced | 67,834 | 3,315 | 0.76% | 0.71% | 29 | -443 | -0.65% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,534 | 3,219 | 0.01% | 0.01% | 30 | -6,473 | -8.87% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Added to | 65,090 | 3,181 | 0.0% | 0.0% | 31 | +37,049 | 132.12% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 63,340 | 3,096 | 0.03% | 0.02% | 32 | +8,200 | 14.87% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | Reduced | 62,293 | 3,044 | 0.19% | 0.19% | 33 | -3,247 | -4.95% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 59,449 | 2,905 | 0.05% | 0.05% | 34 | -86 | -0.14% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 59,016 | 2,884 | 0.0% | 0.0% | 35 | +9,016 | 18.03% | Q2 2026 | Aug 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 55,204 | 2,698 | 0.58% | 0.57% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | Reduced | 54,019 | 2,640 | 1.38% | 1.38% | 37 | -1,113 | -2.02% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | Reduced | 53,535 | 2,616 | 0.0% | 0.0% | 38 | -857 | -1.58% | Q2 2026 | Aug 27, 2026 |
| Equita Financial Network, Inc. | History | Added to | 52,655 | 2,573 | 0.71% | 0.59% | 39 | +8,328 | 18.79% | Q2 2026 | Jul 29, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 52,268 | 2,554 | 0.98% | 0.98% | 40 | +2,235 | 4.47% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 50,694 | 2,477 | 0.01% | 0.01% | 41 | +905 | 1.82% | Q2 2026 | Aug 18, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 49,725 | 2,430 | 0.05% | — | 42 | +49,725 | New | Q2 2026 | Aug 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 47,886 | 2,340 | 0.29% | 0.28% | 43 | -192 | -0.4% | Q2 2026 | Jul 15, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 44,576 | 2,178 | 0.45% | 0.46% | 44 | -731 | -1.61% | Q2 2026 | Aug 07, 2026 |
| Cordant, Inc. | History | Added to | 38,343 | 1,874 | 0.68% | 0.6% | 45 | +3,379 | 9.66% | Q2 2026 | Jul 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 37,709 | 1,843 | 0.06% | 0.08% | 46 | +3,035 | 8.75% | Q2 2026 | Aug 06, 2026 |
| Planning Center, Inc. | History | Reduced | 35,784 | 1,749 | 0.17% | 0.16% | 47 | -589 | -1.62% | Q2 2026 | Jul 29, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 34,136 | 1,668 | 0.82% | 0.86% | 49 | -3,347 | -8.93% | Q2 2026 | Jul 14, 2026 |
| RW Investment Management LLC | History | Added to | 34,137 | 1,668 | 0.15% | 0.14% | 48 | +1,176 | 3.57% | Q2 2026 | Aug 06, 2026 |
| Clarity Wealth Development LLC | History | New | 33,627 | 1,643 | 0.91% | — | 50 | +33,627 | New | Q2 2026 | Jul 27, 2026 |
| Truepoint, Inc. | History | Reduced | 29,629 | 1,448 | 0.03% | 0.03% | 51 | -2,342 | -7.33% | Q2 2026 | Jul 31, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 28,925 | 1,413 | 0.44% | 0.37% | 52 | +3,215 | 12.5% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | Reduced | 28,191 | 1,378 | 0.0% | 0.0% | 53 | -2,711 | -8.77% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 26,554 | 1,297 | 0.02% | 0.01% | 54 | +20,407 | 331.98% | Q2 2026 | Jul 20, 2026 |
| Burton Enright Welch | History | Reduced | 25,287 | 1,236 | 0.15% | 0.15% | 55 | -1,523 | -5.68% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 24,647 | 1,204 | 0.0% | 0.0% | 56 | +8,003 | 48.08% | Q2 2026 | Aug 14, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 24,539 | 1,199 | 0.83% | — | 57 | +24,539 | New | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,640 | 1,106 | 0.0% | 0.0% | 58 | +497 | 2.24% | Q2 2026 | Aug 05, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 21,269 | 1,039 | 0.08% | 0.09% | 59 | -2,865 | -11.87% | Q2 2026 | Aug 14, 2026 |
| SeedSafe Financial LLC | History | No change | 20,711 | 1,012 | 0.73% | 0.72% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 20,467 | 1,000 | 0.24% | 0.24% | 61 | +189 | 0.93% | Q2 2026 | Jul 09, 2026 |
| Modera Wealth Management, LLC | History | Added to | 20,133 | 984 | 0.01% | 0.01% | 62 | +3,709 | 22.58% | Q2 2026 | Aug 03, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 19,979 | 976 | 0.5% | 0.49% | 63 | -227 | -1.12% | Q2 2026 | Aug 11, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 19,898 | 972 | 0.06% | 0.05% | 64 | -78 | -0.39% | Q2 2026 | Jul 14, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 19,663 | 961 | 0.65% | 0.63% | 65 | -816 | -3.98% | Q2 2026 | Aug 13, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 19,473 | 951 | 0.21% | 0.21% | 66 | -614 | -3.06% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 19,359 | 946 | 0.01% | 0.01% | 67 | -754 | -3.75% | Q2 2026 | Aug 12, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 19,139 | 935 | 0.37% | 0.39% | 68 | -1,089 | -5.38% | Q2 2026 | Jul 21, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 18,883 | 922 | 0.45% | 0.46% | 69 | -861 | -4.36% | Q2 2026 | Jul 31, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 18,361 | 897 | 0.25% | 0.24% | 70 | -121 | -0.65% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | Added to | 18,260 | 892 | 0.04% | 0.04% | 71 | +294 | 1.64% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 17,942 | 876 | 0.0% | 0.0% | 72 | +1,848 | 11.48% | Q2 2026 | Jul 17, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 16,198 | 791 | 0.67% | 0.67% | 73 | -575 | -3.43% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,513 | 758 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Capital Management Investments LLC | History | No change | 15,143 | 740 | 0.17% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,977 | 732 | 0.0% | 0.0% | 76 | -71,499 | -82.68% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 14,638 | 715 | 0.0% | 0.0% | 77 | +1,784 | 13.88% | Q2 2026 | Aug 07, 2026 |
| Northland Capital Management LLC | History | Reduced | 14,439 | 705 | 0.38% | 0.4% | 78 | -2,920 | -16.82% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,960 | 682 | 0.01% | 0.01% | 79 | +6,987 | 100.2% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 13,960 | 682 | 0.03% | 0.03% | 80 | +1,009 | 7.79% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,698 | 669 | 0.01% | 0.01% | 81 | -590 | -4.13% | Q2 2026 | Jul 17, 2026 |
| Foster Group, Inc. | History | Reduced | 13,685 | 668 | 0.02% | 0.02% | 82 | -679 | -4.73% | Q2 2026 | Jul 07, 2026 |
| XY Planning Network, Inc. | History | Added to | 13,537 | 661 | 0.08% | 0.04% | 83 | +8,105 | 149.21% | Q2 2026 | Jul 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 15,526 | 657 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Syverson Strege & Co | History | Reduced | 13,363 | 653 | 0.14% | 0.14% | 85 | -21 | -0.16% | Q2 2026 | Aug 06, 2026 |
| BetterWealth, LLC | History | Added to | 13,068 | 638 | 0.11% | 0.1% | 86 | +711 | 5.75% | Q2 2026 | Jul 21, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 12,889 | 630 | 0.22% | 0.21% | 87 | +18 | 0.14% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 12,550 | 613 | 0.07% | 0.06% | 88 | +1,476 | 13.33% | Q2 2026 | Jul 10, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 12,329 | 602 | 0.09% | 0.06% | 89 | +4,332 | 54.17% | Q2 2026 | Aug 06, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 11,942 | 583 | 0.53% | 0.56% | 90 | -938 | -7.28% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,839 | 578 | 0.0% | 0.0% | 91 | +124 | 1.06% | Q2 2026 | Jul 29, 2026 |
| Flagstone Financial Management | History | Reduced | 11,545 | 564 | 0.13% | 0.12% | 92 | -167 | -1.43% | Q2 2026 | Jul 21, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 13,057 | 553 | 0.31% | 0.31% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Premier Financial Group | History | New | 11,267 | 550 | 0.11% | — | 94 | +11,267 | New | Q2 2026 | Sep 18, 2026 |
| Addison Advisors LLC | History | Reduced | 10,971 | 536 | 0.25% | 0.26% | 95 | -16,358 | -59.86% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,868 | 531 | 0.0% | 0.0% | 96 | -887 | -7.55% | Q2 2026 | Aug 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 10,693 | 522 | 0.22% | 0.18% | 97 | +1,843 | 20.82% | Q2 2026 | Aug 11, 2026 |
| Parcion Private Wealth LLC | History | Added to | 10,580 | 517 | 0.03% | 0.03% | 98 | +9 | 0.09% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 10,534 | 514 | 0.01% | 0.01% | 99 | +2,952 | 38.93% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,455 | 511 | 0.02% | 0.02% | 100 | +600 | 6.09% | Q2 2026 | Aug 20, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 10,323 | 504 | 0.03% | 0.03% | 101 | -267 | -2.52% | Q2 2026 | Jul 10, 2026 |
| Midwest Trust Co | History | Added to | 10,205 | 498 | 0.01% | 0.0% | 102 | +1,648 | 19.26% | Q2 2026 | Aug 04, 2026 |
| Babb Wealth Advisors LLC | History | Reduced | 10,008 | 489 | 0.24% | 0.26% | 103 | -1,096 | -9.87% | Q2 2026 | Aug 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 9,500 | 464 | 0.05% | 0.05% | 104 | +38 | 0.4% | Q2 2026 | Sep 02, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 9,335 | 456 | 0.05% | 0.04% | 105 | -207 | -2.17% | Q2 2026 | Aug 12, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 9,323 | 455 | 0.15% | 0.16% | 107 | -1,549 | -14.25% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,317 | 455 | 0.02% | 0.02% | 106 | +406 | 4.56% | Q2 2026 | Jul 23, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 8,982 | 439 | 0.17% | 0.17% | 108 | +50 | 0.56% | Q2 2026 | Aug 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 8,737 | 427 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Level Financial Advisors | History | Added to | 8,715 | 425 | 0.09% | 0.09% | 110 | +94 | 1.09% | Q2 2026 | Jul 15, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 8,635 | 422 | 0.13% | 0.12% | 111 | +589 | 7.32% | Q2 2026 | Jul 07, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 8,466 | 413 | 0.08% | 0.05% | 112 | +3,061 | 56.63% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | New | 8,334 | 407 | 0.0% | — | 113 | +8,334 | New | Q2 2026 | Jul 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 8,295 | 405 | 0.31% | 0.29% | 114 | +596 | 7.74% | Q2 2026 | Aug 07, 2026 |
| CGN Advisors LLC | History | Reduced | 8,173 | 399 | 0.03% | 0.03% | 115 | -140 | -1.68% | Q2 2026 | Jul 06, 2026 |
| HUB Investment Partners, LLC | History | New | 7,991 | 390 | 0.01% | — | 116 | +7,991 | New | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,115 | 378 | 0.01% | 0.01% | 117 | +39 | 0.48% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,022 | 343 | 0.0% | 0.0% | 118 | +12 | 0.17% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,890 | 336 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 6,674 | 326 | 0.11% | 0.12% | 120 | +39 | 0.59% | Q2 2026 | Jul 14, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 6,619 | 323 | 0.11% | 0.13% | 121 | -1,065 | -13.86% | Q2 2026 | Jul 27, 2026 |
| McGrath & Associates, Inc. | History | Added to | 6,604 | 322 | 0.42% | 0.37% | 122 | +117 | 1.8% | Q2 2026 | Jul 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 6,567 | 314 | 0.1% | 0.11% | 123 | +40 | 0.61% | Q2 2026 | Aug 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 6,430 | 314 | 0.09% | 0.1% | 124 | +29 | 0.45% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,414 | 313 | 0.0% | 0.0% | 125 | +1,084 | 20.34% | Q2 2026 | Aug 03, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 6,319 | 308 | 0.07% | 0.09% | 126 | -1,605 | -20.25% | Q2 2026 | Jul 27, 2026 |
| RHS Financial, LLC | History | Reduced | 6,285 | 307 | 0.12% | 0.19% | 127 | -2,997 | -32.29% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,874 | 287 | 0.0% | 0.0% | 128 | +330 | 5.95% | Q2 2026 | Jul 27, 2026 |
| Financial Plan, Inc. | History | Added to | 5,853 | 286 | 0.03% | 0.02% | 129 | +512 | 9.59% | Q2 2026 | Aug 14, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 5,845 | 285 | 0.02% | 0.02% | 130 | -81 | -1.37% | Q2 2026 | Jul 23, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 5,651 | 276 | 0.02% | 0.02% | 131 | -160 | -2.75% | Q2 2026 | Jul 17, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 5,640 | 275 | 0.2% | 0.2% | 132 | +51 | 0.91% | Q2 2026 | Aug 06, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 5,793 | 270 | 0.01% | 0.02% | 133 | -724 | -11.11% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 5,539 | 270 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | New | 5,403 | 264 | 0.1% | — | 136 | +5,403 | New | Q2 2026 | Aug 10, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 5,408 | 264 | 0.17% | 0.17% | 135 | -23 | -0.42% | Q2 2026 | Aug 06, 2026 |
| United Wealth Management, LLC | History | Reduced | 5,336 | 260 | 0.06% | 0.06% | 137 | -46 | -0.85% | Q2 2026 | Jul 23, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 5,250 | 256 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 5,199 | 254 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sensible Money, LLC | History | No change | 5,054 | 247 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 4,941 | 241 | 0.02% | 0.02% | 141 | -60 | -1.2% | Q2 2026 | Jul 10, 2026 |
| Old Peak Finance LLC | History | New | 4,917 | 240 | 0.12% | — | 142 | +4,917 | New | Q2 2026 | Aug 03, 2026 |
| WPWealth LLP | History | Added to | 4,884 | 238 | 0.04% | 0.03% | 143 | +24 | 0.49% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | New | 4,757 | 232 | 0.0% | — | 144 | +4,757 | New | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 4,648 | 227 | 0.0% | 0.0% | 145 | -166 | -3.45% | Q2 2026 | Aug 10, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 4,414 | 215 | 0.16% | — | 146 | +4,414 | New | Q2 2026 | Jul 24, 2026 |
| Envision Financial Planning, LLC | History | New | 4,341 | 212 | 0.07% | — | 147 | +4,341 | New | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | New | 4,241 | 207 | 0.07% | — | 148 | +4,241 | New | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,228 | 206 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geometric Wealth Advisors | History | New | 4,145 | 202 | 0.02% | — | 150 | +4,145 | New | Q2 2026 | Aug 11, 2026 |
| Ruedi Wealth Management, Inc. | History | New | 4,117 | 201 | 0.05% | — | 152 | +4,117 | New | Q2 2026 | Jul 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 4,126 | 201 | 0.05% | 0.07% | 151 | +23 | 0.56% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Added to | 3,984 | 194 | 0.0% | 0.0% | 153 | +22 | 0.56% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,111 | 152 | 0.0% | 0.0% | 154 | +580 | 22.92% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,799 | 137 | 0.0% | 0.0% | 155 | +244 | 9.55% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,733 | 133 | 0.01% | — | 156 | +2,733 | New | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,457 | 120 | 0.01% | 0.01% | 157 | +14 | 0.57% | Q2 2026 | Jul 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,377 | 116 | 0.01% | 0.01% | 158 | +124 | 5.5% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 2,033 | 99 | 0.0% | 0.0% | 159 | +609 | 42.77% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | Reduced | 1,893 | 92 | 0.03% | 0.03% | 160 | -2 | -0.11% | Q2 2026 | Aug 17, 2026 |
| American Capital Advisory, LLC | History | No change | 1,867 | 91 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 1,771 | 86 | 0.04% | 0.05% | 163 | -410 | -18.8% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,797 | 86 | 0.0% | 0.0% | 162 | -10 | -0.55% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,656 | 80 | 0.04% | 0.04% | 164 | +9 | 0.55% | Q2 2026 | Jul 21, 2026 |
| WealthCollab, LLC | History | No change | 1,467 | 71 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Red Tortoise LLC | History | No change | 1,663 | 70 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 1,447 | 69 | 0.0% | — | 167 | +1,447 | New | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,411 | 68 | 0.03% | 0.03% | 168 | +8 | 0.57% | Q2 2026 | Jul 13, 2026 |
| Kennebec Savings Bank | History | New | 1,167 | 57 | 0.05% | — | 169 | +1,167 | New | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,003 | 49 | 0.0% | — | 170 | +1,003 | New | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 1,137 | 48 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 824 | 40 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 800 | 39 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blume Capital Management, Inc. | History | No change | 800 | 39 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 777 | 37 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | New | 544 | 26 | 0.0% | — | 176 | +544 | New | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 475 | 23 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 468 | 22 | 0.01% | 0.01% | 179 | +2 | 0.43% | Q2 2026 | Jul 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 454 | 22 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 420 | 20 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burk Holdings LLC | History | Reduced | 369 | 18 | 0.01% | 0.01% | 181 | -250 | -40.39% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 367 | 17 | 0.01% | 0.01% | 182 | +2 | 0.55% | Q2 2026 | Jul 30, 2026 |
| JNBA Financial Advisors | History | Reduced | 287 | 14 | 0.0% | 0.0% | 183 | -52 | -15.34% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 281 | 13 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 279 | 13 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Seneschal Advisors, LLC | History | New | 228 | 11 | 0.01% | — | 186 | +228 | New | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 119 | 5 | 0.0% | 0.0% | 187 | +41 | 52.56% | Q2 2026 | Jul 08, 2026 |
| AlphaCore Capital LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 26 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -32,599 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31,856 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 1.0% | — | -22,999 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,973 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,531 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,180 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Aug 12, 2026 |