Dimensional ETF Trust - DFSE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AWM CAPITAL, LLC | History | Added to | 716,841 | 29,734 | 2.7% | 2.52% | 1 | +41,251 | 6.11% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | Added to | 573,639 | 23,777 | 1.04% | 1.11% | 2 | +15,454 | 2.77% | Q4 2025 | Jan 22, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 557,319 | 23,117 | 2.6% | 2.82% | 3 | -5,503 | -0.98% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Reduced | 533,465 | 22,128 | 0.03% | 0.04% | 4 | -8,996 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 515,409 | 21,379 | 0.08% | — | 5 | +515,409 | New | Q4 2025 | Feb 13, 2026 |
| Five Oceans Advisors | History | Added to | 433,525 | 17,982 | 6.35% | 6.31% | 6 | +16,391 | 3.93% | Q4 2025 | Jan 16, 2026 |
| Forum Financial Management, LP | History | Reduced | 395,289 | 16,396 | 0.21% | 0.22% | 7 | -1,874 | -0.47% | Q4 2025 | Jan 27, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 341,471 | 14,164 | 1.39% | 2.01% | 8 | +904 | 0.27% | Q4 2025 | Feb 05, 2026 |
| Citrine Capital LLC | History | Added to | 318,401 | 13,207 | 6.13% | 5.96% | 9 | +5,028 | 1.6% | Q4 2025 | Jan 20, 2026 |
| LongView Asset Management LLC | History | Added to | 293,983 | 12,194 | 8.5% | 8.3% | 10 | +1,214 | 0.41% | Q4 2025 | Feb 09, 2026 |
| Retirement Solution LLC | History | Added to | 263,432 | 10,927 | 2.42% | 2.57% | 11 | +1,287 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Wealth Architects, LLC | History | Added to | 157,775 | 6,544 | 0.59% | 0.57% | 12 | +11,294 | 7.71% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | Added to | 149,790 | 6,213 | 0.38% | 0.97% | 13 | +16,374 | 12.27% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 137,352 | 5,697 | 0.03% | 0.03% | 14 | +13,223 | 10.65% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 128,736 | 5,340 | 0.01% | — | 15 | +128,736 | New | Q4 2025 | Feb 05, 2026 |
| SACHEM HILL LLC | History | Reduced | 127,682 | 5,296 | 1.03% | 1.05% | 16 | -18 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 109,056 | 4,523 | 0.82% | 0.05% | 17 | +28,240 | 34.94% | Q4 2025 | Mar 04, 2026 |
| Francis Financial, Inc. | History | Added to | 107,308 | 4,451 | 0.87% | 0.78% | 18 | +143 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 89,609 | 3,716 | 2.64% | 2.63% | 19 | +1,954 | 2.23% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 84,618 | 3,636 | 0.0% | 0.01% | 20 | -2,245 | -2.58% | Q4 2025 | Jan 08, 2026 |
| Asset Dedication, LLC | History | Added to | 85,379 | 3,541 | 0.23% | 0.23% | 21 | +2,317 | 2.79% | Q4 2025 | Jan 26, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 85,045 | 3,527 | 0.19% | 0.19% | 22 | +6,185 | 7.84% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Added to | 78,019 | 3,236 | 0.06% | 0.06% | 23 | +10,058 | 14.8% | Q4 2025 | Jan 21, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 75,996 | 3,152 | 1.6% | 1.77% | 24 | -239 | -0.31% | Q4 2025 | Jan 14, 2026 |
| New Capital Management LP | History | Reduced | 74,312 | 3,082 | 0.77% | 0.81% | 25 | -568 | -0.76% | Q4 2025 | Jan 20, 2026 |
| RAM Investment Partners, LLC | History | Added to | 67,844 | 2,814 | 0.51% | 0.51% | 26 | +2,030 | 3.08% | Q4 2025 | Feb 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 66,064 | 2,740 | 0.53% | 0.52% | 27 | +6,105 | 10.18% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 63,481 | 2,633 | 0.03% | 0.03% | 28 | -2,181 | -3.32% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | Added to | 59,733 | 2,477 | 0.21% | 0.22% | 29 | +877 | 1.49% | Q4 2025 | Feb 02, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 55,524 | 2,303 | 0.55% | 0.56% | 30 | +435 | 0.79% | Q4 2025 | Jan 22, 2026 |
| Navigoe, LLC | History | No change | 55,132 | 2,286 | 1.41% | 1.45% | 31 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 54,346 | 2,254 | 0.03% | 0.03% | 32 | -7,893 | -12.68% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 52,781 | 2,189 | 0.04% | 0.04% | 33 | +2,508 | 4.99% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 52,603 | 2,181 | 0.0% | 0.0% | 34 | +8,636 | 19.64% | Q4 2025 | Feb 18, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 48,601 | 2,015 | 0.29% | 0.32% | 35 | -2,677 | -5.22% | Q4 2025 | Jan 27, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 45,151 | 2,002 | 0.47% | 0.48% | 36 | -1,095 | -2.37% | Q4 2025 | Feb 02, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 48,215 | 1,999 | 0.93% | 0.79% | 37 | +10,657 | 28.37% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 45,798 | 1,899 | 0.01% | 0.02% | 38 | +1,814 | 4.12% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 44,384 | 1,841 | 0.0% | 0.0% | 39 | +1,973 | 4.65% | Q4 2025 | Mar 09, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 38,106 | 1,637 | 0.24% | 0.24% | 40 | +19,410 | 103.82% | Q4 2025 | Jan 07, 2026 |
| Planning Center, Inc. | History | Reduced | 37,627 | 1,560 | 0.16% | 0.18% | 41 | -3,554 | -8.63% | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | Added to | 36,298 | 1,505 | 0.09% | 0.03% | 42 | +24,838 | 216.74% | Q4 2025 | Jan 30, 2026 |
| Longview Financial Advisors LLC | History | Added to | 35,991 | 1,492 | 0.82% | 0.83% | 43 | +898 | 2.56% | Q4 2025 | Jan 14, 2026 |
| Truepoint, Inc. | History | Added to | 31,689 | 1,314 | 0.03% | 0.03% | 44 | +40 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Cordant, Inc. | History | Reduced | 31,660 | 1,313 | 0.55% | 0.59% | 45 | -350 | -1.09% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | Reduced | 28,584 | 1,243 | 0.0% | 0.0% | 46 | -556 | -1.91% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 29,875 | 1,239 | 0.0% | 0.0% | 47 | +4,378 | 17.17% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 33,830 | 1,193 | 0.41% | 0.43% | 48 | +1,648 | 5.12% | Q4 2025 | Jan 09, 2026 |
| Equita Financial Network, Inc. | History | Added to | 28,476 | 1,181 | 0.36% | 0.29% | 49 | +7,256 | 34.19% | Q4 2025 | Jan 29, 2026 |
| Burton Enright Welch | History | Added to | 26,810 | 1,112 | 0.16% | 0.15% | 50 | +1,911 | 7.68% | Q4 2025 | Feb 13, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 23,998 | 995 | 0.09% | 0.1% | 51 | +165 | 0.69% | Q4 2025 | Feb 04, 2026 |
| Addison Advisors LLC | History | Reduced | 23,734 | 984 | 0.22% | 0.23% | 52 | -240 | -1.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,248 | 964 | 0.0% | 0.0% | 53 | -51,908 | -69.07% | Q4 2025 | Feb 12, 2026 |
| Northland Capital Management LLC | History | Reduced | 22,691 | 941 | 0.53% | 0.55% | 54 | -80 | -0.35% | Q4 2025 | Jan 20, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 22,527 | 934 | 0.16% | 0.14% | 55 | +1,336 | 6.3% | Q4 2025 | Feb 13, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 21,057 | 873 | 0.49% | 0.55% | 56 | -198 | -0.93% | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 20,166 | 836 | 0.05% | 0.06% | 58 | +191 | 0.96% | Q4 2025 | Feb 05, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 20,176 | 836 | 0.26% | 0.27% | 57 | +166 | 0.83% | Q4 2025 | Feb 06, 2026 |
| Aspen Capital Management, LLC | History | Added to | 18,901 | 784 | 0.19% | 0.19% | 59 | +323 | 1.74% | Q4 2025 | Jan 29, 2026 |
| MB Generational Wealth, LLC | History | Added to | 18,397 | 763 | 0.4% | 0.43% | 60 | +1,823 | 11.0% | Q4 2025 | Feb 10, 2026 |
| Wheels Up Wealth, Inc. | History | New | 18,343 | 760 | 0.71% | — | 61 | +18,343 | New | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 18,107 | 751 | 0.04% | 0.04% | 62 | -962 | -5.04% | Q4 2025 | Feb 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 16,906 | 701 | 0.01% | 0.01% | 63 | +200 | 1.2% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,090 | 667 | 0.0% | 0.0% | 64 | +1,114 | 7.44% | Q4 2025 | Feb 03, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 16,030 | 664 | 0.32% | 0.32% | 65 | +62 | 0.39% | Q4 2025 | Jan 14, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 15,709 | 651 | 0.25% | 0.26% | 66 | +41 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Foster Group, Inc. | History | Added to | 15,187 | 629 | 0.02% | 0.02% | 67 | +813 | 5.66% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,869 | 616 | 0.01% | 0.01% | 68 | +5,238 | 54.39% | Q4 2025 | Feb 03, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 14,220 | 589 | 0.6% | — | 69 | +14,220 | New | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 13,830 | 573 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Syverson Strege & Co | History | Reduced | 13,706 | 568 | 0.13% | 0.14% | 71 | -506 | -3.56% | Q4 2025 | Feb 09, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 13,186 | 546 | 0.31% | 0.27% | 72 | +1,720 | 15.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,003 | 539 | 0.01% | 0.01% | 73 | -3,219 | -19.84% | Q4 2025 | Jan 23, 2026 |
| Flagstone Financial Management | History | Added to | 12,611 | 523 | 0.13% | 0.12% | 74 | +1,568 | 14.2% | Q4 2025 | Feb 09, 2026 |
| BetterWealth, LLC | History | Reduced | 12,528 | 519 | 0.12% | 0.14% | 75 | -1,931 | -13.36% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Reduced | 12,080 | 501 | 0.0% | 0.0% | 76 | -290 | -2.34% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,035 | 499 | 0.0% | 0.0% | 77 | +673 | 5.92% | Q4 2025 | Feb 06, 2026 |
| SB Capital Management Inc | History | New | 11,939 | 495 | 0.18% | — | 78 | +11,939 | New | Q4 2025 | Feb 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,755 | 487 | 0.0% | 0.0% | 79 | -318 | -2.63% | Q4 2025 | Feb 18, 2026 |
| Premier Financial Group | History | Reduced | 11,575 | 482 | 0.13% | 0.13% | 80 | -157 | -1.34% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,603 | 481 | 0.0% | 0.0% | 81 | +1,075 | 10.21% | Q4 2025 | Feb 12, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 11,004 | 456 | 0.26% | 0.25% | 83 | +1,807 | 19.65% | Q4 2025 | Feb 11, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 10,996 | 456 | 0.03% | 0.04% | 82 | -503 | -4.37% | Q4 2025 | Jan 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,856 | 450 | 0.0% | — | 84 | +10,856 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | New | 10,642 | 441 | 0.0% | — | 85 | +10,642 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 10,514 | 436 | 0.06% | 0.06% | 86 | +980 | 10.28% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | Reduced | 10,372 | 430 | 0.01% | 0.01% | 87 | -23 | -0.22% | Q4 2025 | Jan 28, 2026 |
| Freedom Financial Partners LLC | History | Added to | 10,365 | 429 | 0.16% | 0.16% | 88 | +72 | 0.7% | Q4 2025 | Jan 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 10,273 | 426 | 0.02% | 0.02% | 89 | -1 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 10,233 | 424 | 0.03% | 0.03% | 90 | -4 | -0.04% | Q4 2025 | Jan 26, 2026 |
| RHS Financial, LLC | History | Added to | 10,112 | 419 | 0.2% | 0.21% | 91 | +365 | 3.74% | Q4 2025 | Jan 16, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 9,855 | 408 | 0.02% | 0.02% | 92 | +100 | 1.03% | Q4 2025 | Mar 04, 2026 |
| Level Financial Advisors | History | Added to | 9,036 | 374 | 0.1% | 0.1% | 93 | +805 | 9.78% | Q4 2025 | Jan 26, 2026 |
| Wealth Management Strategies, Inc. | History | Reduced | 8,921 | 370 | 0.17% | 0.19% | 94 | -342 | -3.69% | Q4 2025 | Feb 17, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 8,716 | 361 | 0.1% | 0.11% | 95 | -532 | -5.75% | Q4 2025 | Jan 28, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 8,533 | 353 | 0.07% | 0.08% | 96 | -782 | -8.4% | Q4 2025 | Feb 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,993 | 352 | 0.01% | 0.01% | 97 | +1,221 | 18.03% | Q4 2025 | Jan 28, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 8,417 | 349 | 0.04% | 0.03% | 98 | +1,832 | 27.82% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 8,379 | 347 | 0.0% | 0.0% | 99 | -11 | -0.13% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,249 | 342 | 0.01% | 0.01% | 100 | -1,087 | -11.64% | Q4 2025 | Feb 09, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 8,098 | 335 | 0.1% | 0.13% | 101 | -1,559 | -16.14% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Added to | 7,717 | 320 | 0.03% | 0.02% | 102 | +590 | 8.28% | Q4 2025 | Jan 05, 2026 |
| Sellwood Investment Partners LLC | History | No change | 7,684 | 318 | 0.12% | 0.13% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 7,273 | 301 | 0.28% | — | 104 | +7,273 | New | Q4 2025 | Feb 19, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 7,232 | 299 | 0.01% | 0.01% | 105 | +44 | 0.61% | Q4 2025 | Feb 03, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 7,116 | 295 | 0.13% | 0.14% | 106 | -84 | -1.17% | Q4 2025 | Jan 26, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 6,487 | 294 | 0.11% | 0.12% | 107 | +37 | 0.57% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,993 | 290 | 0.0% | — | 108 | +6,993 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 6,973 | 289 | 0.01% | — | 109 | +6,973 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,973 | 289 | 0.01% | 0.01% | 110 | +2,688 | 62.73% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,890 | 285 | 0.0% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bridgewater Advisors Inc. | History | New | 6,474 | 281 | 0.02% | — | 112 | +6,474 | New | Q4 2025 | Jan 23, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 6,393 | 265 | 0.1% | 0.1% | 113 | +43 | 0.68% | Q4 2025 | Jan 15, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 6,245 | 259 | 0.11% | 0.11% | 114 | +768 | 14.02% | Q4 2025 | Jan 16, 2026 |
| Three Arch Wealth Management LLC | History | New | 6,158 | 255 | 0.05% | — | 115 | +6,158 | New | Q4 2025 | Feb 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 6,077 | 252 | 0.02% | — | 116 | +6,077 | New | Q4 2025 | Feb 11, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 6,032 | 250 | 0.02% | 0.03% | 117 | -42 | -0.69% | Q4 2025 | Jan 26, 2026 |
| Donalies Financial Planning, LLC | History | New | 5,589 | 231 | 0.2% | — | 118 | +5,589 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,525 | 229 | 0.0% | 0.0% | 119 | +59 | 1.08% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | New | 5,421 | 224 | 0.04% | — | 120 | +5,421 | New | Q4 2025 | Jan 26, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 5,421 | 224 | 0.09% | 0.09% | 121 | +172 | 3.28% | Q4 2025 | Jan 27, 2026 |
| United Wealth Management, LLC | History | No change | 5,411 | 224 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | New | 5,151 | 213 | 0.0% | — | 123 | +5,151 | New | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 5,097 | 211 | 0.0% | — | 124 | +5,097 | New | Q4 2025 | Feb 05, 2026 |
| McGrath & Associates, Inc. | History | Added to | 5,105 | 211 | 0.3% | 0.31% | 125 | +8 | 0.16% | Q4 2025 | Feb 10, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 4,884 | 202 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPWealth LLP | History | New | 4,843 | 200 | 0.03% | — | 127 | +4,843 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,814 | 199 | 0.03% | 0.03% | 128 | +2 | 0.04% | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 4,392 | 182 | 0.02% | 0.02% | 129 | -412 | -8.58% | Q4 2025 | Jan 16, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 4,098 | 169 | 0.07% | 0.05% | 130 | +29 | 0.71% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 3,957 | 164 | 0.0% | — | 131 | +3,957 | New | Q4 2025 | Feb 05, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,440 | 101 | 0.01% | 0.01% | 132 | +17 | 0.7% | Q4 2025 | Feb 03, 2026 |
| Orion Capital Management LLC | History | Added to | 2,332 | 96 | 0.03% | 0.03% | 133 | +9 | 0.39% | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,250 | 93 | 0.01% | 0.0% | 134 | +871 | 63.16% | Q4 2025 | Feb 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,180 | 90 | 0.05% | 0.03% | 135 | +1,149 | 111.45% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,138 | 88 | 0.0% | 0.0% | 136 | +436 | 25.62% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,862 | 77 | 0.0% | — | 137 | +1,862 | New | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | No change | 1,851 | 76 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,825 | 75 | 0.0% | 0.0% | 139 | +1,400 | 329.41% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,645 | 68 | 0.04% | 0.03% | 140 | +130 | 8.58% | Q4 2025 | Jan 16, 2026 |
| WealthCollab, LLC | History | No change | 1,467 | 60 | 0.02% | 0.03% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | New | 1,423 | 59 | 0.0% | — | 142 | +1,423 | New | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,386 | 57 | 0.03% | 0.03% | 143 | +16 | 1.17% | Q4 2025 | Jan 21, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,345 | 55 | 0.02% | 0.02% | 144 | +121 | 9.89% | Q4 2025 | Jan 16, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,180 | 48 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | No change | 1,137 | 47 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | New | 824 | 34 | 0.0% | — | 147 | +824 | New | Q4 2025 | Jan 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 800 | 33 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 800 | 33 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 777 | 32 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 563 | 23 | 0.0% | — | 151 | +563 | New | Q4 2025 | Feb 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 465 | 19 | 0.01% | 0.01% | 153 | +3 | 0.65% | Q4 2025 | Jan 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 475 | 19 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 454 | 18 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 420 | 17 | 0.0% | 0.0% | 155 | +340 | 425.0% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 365 | 15 | 0.01% | 0.01% | 156 | +2 | 0.55% | Q4 2025 | Jan 22, 2026 |
| JNBA Financial Advisors | History | New | 339 | 14 | 0.0% | — | 157 | +339 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 346 | 14 | 0.0% | 0.0% | 158 | +28 | 8.81% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 255 | 10 | 0.0% | — | 159 | +255 | New | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 78 | 3 | 0.0% | 0.0% | 160 | +1 | 1.3% | Q4 2025 | Feb 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -72,881 | -100.0% | Q3 2025 | Oct 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,350 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,720 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,001 | -100.0% | Q3 2025 | Oct 09, 2025 |