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 | 760,676 | 32,229 | 2.92% | 2.7% | 1 | +43,835 | 6.12% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Added to | 588,403 | 24,910 | 0.78% | 1.04% | 2 | +14,764 | 2.57% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Added to | 570,391 | 24,167 | 0.1% | 0.08% | 3 | +54,982 | 10.67% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 536,976 | 23,793 | 0.03% | 0.03% | 4 | +3,511 | 0.66% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 546,242 | 23,144 | 2.6% | 2.6% | 5 | -11,077 | -1.99% | Q1 2026 | Apr 08, 2026 |
| Five Oceans Advisors | History | Added to | 438,287 | 18,570 | 6.72% | 6.35% | 6 | +4,762 | 1.1% | Q1 2026 | Apr 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 374,559 | 15,869 | 0.22% | 0.21% | 7 | -20,730 | -5.24% | Q1 2026 | Apr 23, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 340,438 | 14,424 | 1.32% | 1.39% | 8 | -1,033 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Citrine Capital LLC | History | Added to | 328,652 | 13,924 | 6.04% | 6.13% | 9 | +10,251 | 3.22% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 307,238 | 13,017 | 0.06% | 0.0% | 10 | +296,382 | 2730.12% | Q1 2026 | May 14, 2026 |
| LongView Asset Management LLC | History | No change | 293,983 | 12,194 | 8.5% | 8.5% | 11 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Retirement Solution LLC | History | Reduced | 260,449 | 11,035 | 2.61% | 2.42% | 12 | -2,983 | -1.13% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 214,628 | 9,093 | 0.04% | 0.03% | 13 | +77,276 | 56.26% | Q1 2026 | May 04, 2026 |
| Wealth Architects, LLC | History | Reduced | 156,151 | 6,616 | 0.59% | 0.59% | 14 | -1,624 | -1.03% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 150,393 | 6,372 | 0.39% | 0.38% | 15 | +603 | 0.4% | Q1 2026 | May 04, 2026 |
| SACHEM HILL LLC | History | Added to | 136,088 | 5,766 | 1.12% | 1.03% | 16 | +8,406 | 6.58% | Q1 2026 | May 13, 2026 |
| Elser Financial Planning, Inc | History | New | 126,714 | 5,324 | 0.26% | — | 17 | +126,714 | New | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 107,826 | 4,568 | 0.07% | 0.07% | 18 | -1,230 | -1.13% | Q1 2026 | Apr 10, 2026 |
| Apella Capital, LLC | History | Added to | 95,547 | 4,535 | 0.07% | 0.06% | 19 | +17,528 | 22.47% | Q1 2026 | Apr 20, 2026 |
| Francis Financial, Inc. | History | Reduced | 104,993 | 4,448 | 0.82% | 0.87% | 20 | -2,315 | -2.16% | Q1 2026 | May 07, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 88,905 | 3,766 | 2.64% | 2.64% | 21 | -704 | -0.79% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 86,476 | 3,663 | 0.0% | 0.0% | 22 | +63,228 | 271.97% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 85,003 | 3,601 | 0.19% | 0.19% | 23 | -42 | -0.05% | Q1 2026 | Apr 27, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 77,439 | 3,281 | 1.57% | 1.6% | 24 | +1,443 | 1.9% | Q1 2026 | Apr 09, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 74,388 | 3,151 | 0.66% | 0.53% | 25 | +8,324 | 12.6% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 73,007 | 3,089 | 0.01% | 0.0% | 26 | -11,611 | -13.72% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 72,002 | 3,050 | 0.0% | 0.0% | 27 | +19,399 | 36.88% | Q1 2026 | May 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 71,045 | 3,010 | 0.53% | 0.51% | 28 | +3,201 | 4.72% | Q1 2026 | May 04, 2026 |
| New Capital Management LP | History | Reduced | 68,277 | 2,892 | 0.71% | 0.77% | 29 | -6,035 | -8.12% | Q1 2026 | Apr 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 65,540 | 2,776 | 0.19% | 0.23% | 30 | -19,839 | -23.24% | Q1 2026 | May 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 64,673 | 2,740 | 0.03% | 0.03% | 31 | +1,192 | 1.88% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 59,535 | 2,522 | 0.05% | 0.04% | 32 | +6,754 | 12.8% | Q1 2026 | Apr 10, 2026 |
| Heritage Financial Services, LLC | History | No change | 59,733 | 2,477 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 50,033 | 2,375 | 0.98% | 0.93% | 34 | +1,818 | 3.77% | Q1 2026 | Apr 22, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 55,204 | 2,338 | 0.57% | 0.55% | 35 | -320 | -0.58% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 55,140 | 2,336 | 0.02% | 0.03% | 36 | +794 | 1.46% | Q1 2026 | May 13, 2026 |
| Navigoe, LLC | History | No change | 55,132 | 2,335 | 1.38% | 1.41% | 37 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 50,000 | 2,118 | 0.0% | — | 38 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 49,789 | 2,109 | 0.01% | 0.01% | 39 | +3,991 | 8.71% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 48,078 | 2,037 | 0.28% | 0.29% | 40 | -523 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 54,392 | 1,941 | 0.0% | 0.0% | 41 | +10,008 | 22.55% | Q1 2026 | May 15, 2026 |
| Triune Financial Partners, LLC | History | Added to | 45,307 | 1,919 | 0.46% | 0.47% | 42 | +156 | 0.35% | Q1 2026 | Apr 30, 2026 |
| Equita Financial Network, Inc. | History | Added to | 44,327 | 1,878 | 0.59% | 0.36% | 43 | +15,851 | 55.66% | Q1 2026 | Apr 23, 2026 |
| Longview Financial Advisors LLC | History | Added to | 37,483 | 1,588 | 0.86% | 0.82% | 44 | +1,492 | 4.15% | Q1 2026 | Apr 20, 2026 |
| Planning Center, Inc. | History | Reduced | 36,373 | 1,541 | 0.16% | 0.16% | 45 | -1,254 | -3.33% | Q1 2026 | Apr 28, 2026 |
| Cordant, Inc. | History | Added to | 34,964 | 1,481 | 0.6% | 0.55% | 46 | +3,304 | 10.44% | Q1 2026 | Apr 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 34,674 | 1,469 | 0.08% | 0.09% | 47 | -1,624 | -4.47% | Q1 2026 | Apr 30, 2026 |
| RW Investment Management LLC | History | New | 32,961 | 1,396 | 0.14% | — | 48 | +32,961 | New | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 32,599 | 1,381 | 0.04% | — | 49 | +32,599 | New | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Added to | 31,971 | 1,354 | 0.03% | 0.03% | 50 | +282 | 0.89% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 31,856 | 1,349 | 0.02% | — | 51 | +31,856 | New | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 30,902 | 1,309 | 0.0% | 0.0% | 52 | +1,027 | 3.44% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 28,041 | 1,188 | 0.0% | 0.0% | 53 | -543 | -1.9% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 27,329 | 1,157 | 0.26% | 0.22% | 54 | +3,595 | 15.15% | Q1 2026 | May 08, 2026 |
| Burton Enright Welch | History | No change | 26,810 | 1,135 | 0.15% | 0.16% | 55 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 25,710 | 1,089 | 0.37% | 0.41% | 56 | -8,120 | -24.0% | Q1 2026 | Apr 08, 2026 |
| SOL Capital Management CO | History | New | 30,153 | 1,023 | 0.5% | — | 57 | +30,153 | New | Q1 2026 | Apr 24, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 24,134 | 1,022 | 0.09% | 0.09% | 58 | +136 | 0.57% | Q1 2026 | May 14, 2026 |
| Broadhurst Jeffrey B | History | Added to | 22,999 | 974 | 1.0% | 0.95% | 59 | +1,057 | 4.82% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,143 | 938 | 0.0% | 0.0% | 60 | +10,108 | 83.99% | Q1 2026 | May 05, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 20,479 | 867 | 0.63% | 0.16% | 61 | -2,048 | -9.09% | Q1 2026 | Apr 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 20,278 | 859 | 0.24% | 0.24% | 62 | -17,828 | -46.79% | Q1 2026 | Apr 16, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 20,228 | 857 | 0.39% | 0.32% | 63 | +4,198 | 26.19% | Q1 2026 | Apr 09, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 20,206 | 856 | 0.49% | 0.49% | 64 | -851 | -4.04% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,113 | 852 | 0.01% | 0.01% | 65 | +11,864 | 143.82% | Q1 2026 | May 15, 2026 |
| Aspen Capital Management, LLC | History | Added to | 20,087 | 851 | 0.21% | 0.19% | 66 | +1,186 | 6.27% | Q1 2026 | Apr 17, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 19,976 | 846 | 0.05% | 0.05% | 67 | -190 | -0.94% | Q1 2026 | Apr 20, 2026 |
| MB Generational Wealth, LLC | History | Added to | 19,744 | 836 | 0.46% | 0.4% | 68 | +1,347 | 7.32% | Q1 2026 | May 04, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 18,482 | 783 | 0.24% | 0.26% | 69 | -1,694 | -8.4% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Reduced | 17,966 | 761 | 0.04% | 0.04% | 70 | -141 | -0.78% | Q1 2026 | May 04, 2026 |
| Northland Capital Management LLC | History | Reduced | 17,359 | 735 | 0.4% | 0.53% | 71 | -5,332 | -23.5% | Q1 2026 | Apr 21, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 16,773 | 710 | 0.67% | 0.71% | 72 | -1,570 | -8.56% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | New | 16,644 | 705 | 0.0% | — | 73 | +16,644 | New | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 16,424 | 695 | 0.01% | 0.01% | 74 | -482 | -2.85% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,094 | 681 | 0.0% | 0.0% | 75 | +4 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 15,973 | 676 | 0.0% | 0.0% | 76 | +5,331 | 50.09% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 15,526 | 657 | 0.02% | 0.02% | 77 | +1,696 | 12.26% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,513 | 657 | 0.01% | 0.01% | 78 | +644 | 4.33% | Q1 2026 | May 13, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 15,143 | 641 | 0.18% | 0.1% | 79 | +7,045 | 87.0% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,288 | 610 | 0.01% | 0.01% | 80 | +1,285 | 9.88% | Q1 2026 | Apr 07, 2026 |
| Foster Group, Inc. | History | Reduced | 14,364 | 608 | 0.02% | 0.02% | 81 | -823 | -5.42% | Q1 2026 | Apr 13, 2026 |
| Syverson Strege & Co | History | Reduced | 13,384 | 567 | 0.14% | 0.13% | 82 | -322 | -2.35% | Q1 2026 | May 04, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 13,057 | 553 | 0.31% | 0.31% | 83 | -129 | -0.98% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 12,951 | 548 | 0.03% | 0.01% | 84 | +5,978 | 85.73% | Q1 2026 | Apr 24, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 12,871 | 545 | 0.21% | 0.25% | 85 | -2,838 | -18.07% | Q1 2026 | Apr 15, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 12,880 | 545 | 0.56% | 0.6% | 86 | -1,340 | -9.42% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 12,854 | 544 | 0.0% | 0.0% | 87 | +774 | 6.41% | Q1 2026 | May 06, 2026 |
| BetterWealth, LLC | History | Reduced | 12,357 | 523 | 0.1% | 0.12% | 88 | -171 | -1.36% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,755 | 498 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Flagstone Financial Management | History | Reduced | 11,712 | 496 | 0.12% | 0.13% | 91 | -899 | -7.13% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,715 | 496 | 0.0% | 0.0% | 90 | +112 | 0.97% | Q1 2026 | Apr 27, 2026 |
| SB Capital Management Inc | History | No change | 11,939 | 495 | 0.18% | 0.18% | 92 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 11,104 | 470 | 0.26% | 0.26% | 93 | +100 | 0.91% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 11,074 | 469 | 0.06% | 0.06% | 94 | +560 | 5.33% | Q1 2026 | Apr 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 10,872 | 460 | 0.16% | 0.16% | 95 | +507 | 4.89% | Q1 2026 | Apr 16, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 10,590 | 448 | 0.03% | 0.03% | 96 | -406 | -3.69% | Q1 2026 | Apr 16, 2026 |
| Parcion Private Wealth LLC | History | Added to | 10,571 | 447 | 0.03% | 0.03% | 97 | +338 | 3.3% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,855 | 417 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 9,542 | 404 | 0.04% | 0.04% | 99 | +1,125 | 13.37% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 9,531 | 403 | 0.01% | 0.01% | 100 | -841 | -8.11% | Q1 2026 | May 11, 2026 |
| RHS Financial, LLC | History | Reduced | 9,282 | 393 | 0.19% | 0.2% | 101 | -830 | -8.21% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,076 | 381 | 0.01% | 0.01% | 102 | +83 | 1.04% | Q1 2026 | May 04, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 8,932 | 378 | 0.17% | 0.17% | 103 | +11 | 0.12% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,911 | 377 | 0.02% | 0.02% | 104 | -1,362 | -13.26% | Q1 2026 | Apr 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 8,850 | 374 | 0.18% | 0.13% | 105 | +1,734 | 24.37% | Q1 2026 | May 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 8,737 | 370 | 0.08% | 0.07% | 106 | +204 | 2.39% | Q1 2026 | May 08, 2026 |
| Level Financial Advisors | History | Reduced | 8,621 | 365 | 0.09% | 0.1% | 107 | -415 | -4.59% | Q1 2026 | Apr 10, 2026 |
| Midwest Trust Co | History | Added to | 8,557 | 362 | 0.0% | 0.0% | 108 | +178 | 2.12% | Q1 2026 | May 01, 2026 |
| CGN Advisors LLC | History | Added to | 8,313 | 352 | 0.03% | 0.03% | 109 | +596 | 7.72% | Q1 2026 | Apr 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 8,046 | 340 | 0.12% | 0.09% | 110 | +2,625 | 48.42% | Q1 2026 | Apr 24, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 7,997 | 338 | 0.06% | 0.05% | 111 | +1,839 | 29.86% | Q1 2026 | May 06, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 7,924 | 335 | 0.09% | 0.1% | 112 | -792 | -9.09% | Q1 2026 | May 05, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 7,699 | 326 | 0.29% | 0.28% | 113 | +426 | 5.86% | Q1 2026 | May 12, 2026 |
| Sellwood Investment Partners LLC | History | No change | 7,684 | 325 | 0.13% | 0.12% | 114 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | New | 7,582 | 323 | 0.01% | — | 115 | +7,582 | New | Q1 2026 | May 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 6,527 | 321 | 0.11% | 0.11% | 116 | +40 | 0.62% | Q1 2026 | May 08, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,517 | 320 | 0.02% | 0.02% | 117 | +43 | 0.66% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,010 | 297 | 0.0% | 0.0% | 118 | +17 | 0.24% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,890 | 291 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 6,973 | 289 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 6,635 | 281 | 0.12% | 0.11% | 121 | +390 | 6.24% | Q1 2026 | Apr 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 6,401 | 271 | 0.1% | 0.1% | 122 | +8 | 0.13% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 6,147 | 260 | 0.01% | 0.0% | 123 | +1,050 | 20.6% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 5,926 | 251 | 0.02% | 0.02% | 124 | -106 | -1.76% | Q1 2026 | Apr 20, 2026 |
| McGrath & Associates, Inc. | History | Added to | 6,487 | 249 | 0.37% | 0.3% | 125 | +1,382 | 27.07% | Q1 2026 | Apr 10, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 5,811 | 246 | 0.02% | 0.02% | 126 | -266 | -4.38% | Q1 2026 | Apr 23, 2026 |
| Donalies Financial Planning, LLC | History | No change | 5,589 | 236 | 0.2% | 0.2% | 127 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | New | 5,539 | 234 | 0.0% | — | 129 | +5,539 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,544 | 234 | 0.0% | 0.0% | 128 | +19 | 0.34% | Q1 2026 | Apr 24, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,432 | 232 | 0.04% | 0.04% | 130 | +11 | 0.2% | Q1 2026 | Apr 14, 2026 |
| Joel Adams & Associates, Inc. | History | New | 5,431 | 230 | 0.17% | — | 131 | +5,431 | New | Q1 2026 | Apr 20, 2026 |
| von Borstel & Associates, Inc. | History | New | 5,405 | 229 | 0.05% | — | 132 | +5,405 | New | Q1 2026 | May 12, 2026 |
| United Wealth Management, LLC | History | Reduced | 5,382 | 228 | 0.06% | 0.06% | 133 | -29 | -0.54% | Q1 2026 | May 01, 2026 |
| Financial Plan, Inc. | History | New | 5,341 | 226 | 0.02% | — | 134 | +5,341 | New | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,330 | 225 | 0.0% | — | 135 | +5,330 | New | Q1 2026 | May 04, 2026 |
| Monument Group Wealth Advisors, LLC | History | New | 5,250 | 222 | 0.12% | — | 136 | +5,250 | New | Q1 2026 | Apr 22, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 5,199 | 220 | 0.13% | 0.13% | 137 | +315 | 6.45% | Q1 2026 | Apr 23, 2026 |
| Sensible Money, LLC | History | New | 5,054 | 214 | 0.07% | — | 138 | +5,054 | New | Q1 2026 | Apr 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 5,001 | 211 | 0.02% | 0.02% | 139 | +609 | 13.87% | Q1 2026 | Apr 08, 2026 |
| WPWealth LLP | History | Added to | 4,860 | 205 | 0.03% | 0.03% | 140 | +17 | 0.35% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 4,814 | 203 | 0.0% | 0.01% | 141 | -2,418 | -33.43% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4,228 | 179 | 0.02% | 0.03% | 142 | -586 | -12.17% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 4,103 | 173 | 0.07% | 0.07% | 143 | +5 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 3,962 | 167 | 0.0% | 0.0% | 144 | +5 | 0.13% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,555 | 108 | 0.0% | 0.0% | 145 | +1,992 | 353.82% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,531 | 107 | 0.0% | 0.0% | 146 | +393 | 18.38% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,443 | 103 | 0.01% | 0.01% | 147 | +3 | 0.12% | Q1 2026 | Apr 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,253 | 95 | 0.01% | 0.01% | 148 | +3 | 0.13% | Q1 2026 | May 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,181 | 92 | 0.05% | 0.05% | 149 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | Reduced | 1,895 | 80 | 0.03% | 0.03% | 150 | -437 | -18.74% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | New | 1,867 | 79 | 0.03% | — | 151 | +1,867 | New | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,807 | 74 | 0.0% | 0.0% | 152 | -18 | -0.99% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | Reduced | 1,663 | 70 | 0.03% | 0.03% | 153 | -188 | -10.16% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,647 | 69 | 0.04% | 0.04% | 154 | +2 | 0.12% | Q1 2026 | Apr 21, 2026 |
| WealthCollab, LLC | History | No change | 1,467 | 62 | 0.03% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,424 | 60 | 0.0% | 0.0% | 156 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,403 | 59 | 0.03% | 0.03% | 157 | +17 | 1.23% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,180 | 49 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 1,137 | 48 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 824 | 34 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 800 | 33 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 800 | 33 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 777 | 31 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 619 | 26 | 0.01% | — | 164 | +619 | New | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 475 | 20 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 466 | 19 | 0.01% | 0.01% | 167 | +1 | 0.22% | Q1 2026 | Apr 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 454 | 19 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 420 | 17 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 365 | 15 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 339 | 14 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | New | 281 | 11 | 0.0% | — | 172 | +281 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 279 | 11 | 0.0% | 0.0% | 171 | -67 | -19.36% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 78 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | New | 26 | 1 | 0.0% | — | 176 | +26 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -128,736 | -100.0% | Q1 2026 | May 01, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.13% | — | -11,575 | -100.0% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -5,151 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,862 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,345 | -100.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q1 2026 | May 05, 2026 |