Dimensional ETF Trust - DFSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 1,164,896 | 50,798 | 0.06% | 0.06% | 1 | -2,015 | -0.17% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 987,534 | 41,752 | 1.31% | 1.77% | 2 | +40,602 | 4.29% | Q1 2026 | Apr 21, 2026 |
| AWM CAPITAL, LLC | History | Added to | 931,193 | 39,482 | 3.57% | 3.37% | 3 | +65,905 | 7.62% | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 840,411 | 35,633 | 4.0% | 4.11% | 4 | -14,493 | -1.7% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 795,001 | 33,708 | 0.13% | 0.12% | 5 | +69,271 | 9.55% | Q1 2026 | May 11, 2026 |
| Francis Financial, Inc. | History | Added to | 759,106 | 32,186 | 5.97% | 6.21% | 6 | +17,225 | 2.32% | Q1 2026 | May 07, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 586,104 | 24,850 | 2.27% | 2.45% | 7 | +3,478 | 0.6% | Q1 2026 | Apr 24, 2026 |
| LongView Asset Management LLC | History | No change | 423,719 | 18,154 | 12.66% | 12.66% | 8 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 416,169 | 17,645 | 0.09% | 0.0% | 9 | +410,593 | 7363.58% | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | Added to | 403,966 | 17,128 | 6.2% | 5.91% | 10 | +13,667 | 3.5% | Q1 2026 | Apr 07, 2026 |
| Citrine Capital LLC | History | Added to | 389,981 | 16,535 | 7.17% | 7.11% | 11 | +32,651 | 9.14% | Q1 2026 | Apr 21, 2026 |
| Retirement Solution LLC | History | Reduced | 350,032 | 14,841 | 3.51% | 3.37% | 12 | -5,395 | -1.52% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 289,911 | 13,341 | 0.2% | 0.18% | 13 | +77,453 | 36.46% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 275,277 | 11,671 | 0.0% | 0.0% | 14 | +247,273 | 882.99% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 270,790 | 11,481 | 0.06% | 0.02% | 15 | +175,852 | 185.23% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Reduced | 263,782 | 11,184 | 0.16% | 0.16% | 16 | -22,096 | -7.73% | Q1 2026 | Apr 23, 2026 |
| Elser Financial Planning, Inc | History | New | 233,159 | 9,899 | 0.48% | — | 17 | +233,159 | New | Q1 2026 | Apr 15, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 213,685 | 9,060 | 6.36% | 6.55% | 18 | -1,350 | -0.63% | Q1 2026 | May 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 212,964 | 9,029 | 0.55% | 0.56% | 19 | +1,374 | 0.65% | Q1 2026 | May 04, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 194,032 | 8,226 | 3.94% | 4.17% | 20 | +2,110 | 1.1% | Q1 2026 | Apr 09, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 193,609 | 8,209 | 1.99% | 2.04% | 21 | -4,884 | -2.46% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 182,884 | 7,754 | 0.01% | 0.01% | 22 | +59,604 | 48.35% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 181,791 | 7,707 | 0.78% | 0.83% | 23 | -8,629 | -4.53% | Q1 2026 | Apr 28, 2026 |
| Heritage Financial Services, LLC | History | No change | 178,466 | 7,646 | 0.64% | 0.64% | 24 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| New Capital Management LP | History | Reduced | 180,145 | 7,638 | 1.88% | 1.96% | 25 | -1,803 | -0.99% | Q1 2026 | Apr 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 155,658 | 6,599 | 0.09% | 0.11% | 26 | +1,170 | 0.76% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 151,856 | 6,507 | 0.01% | 0.01% | 27 | -20,221 | -11.75% | Q1 2026 | Apr 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 151,947 | 6,442 | 0.57% | 0.6% | 28 | -3,287 | -2.12% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 136,336 | 5,780 | 0.06% | 0.07% | 29 | +4,908 | 3.73% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 131,783 | 5,587 | 0.03% | 0.04% | 30 | +12,433 | 10.42% | Q1 2026 | May 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 120,223 | 5,532 | 2.28% | 2.42% | 31 | -1,340 | -1.1% | Q1 2026 | Apr 22, 2026 |
| RAM Investment Partners, LLC | History | Added to | 125,123 | 5,305 | 0.93% | 0.94% | 32 | +3,193 | 2.62% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 114,853 | 4,870 | 0.01% | 0.01% | 33 | +1,301 | 1.15% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 111,707 | 4,736 | 0.05% | 0.05% | 34 | -607 | -0.54% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 111,418 | 4,724 | 0.09% | 0.08% | 35 | +1,403 | 1.28% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | No change | 109,271 | 4,681 | 0.31% | 0.31% | 36 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triune Financial Partners, LLC | History | Added to | 110,286 | 4,676 | 1.11% | 1.15% | 37 | +552 | 0.5% | Q1 2026 | Apr 30, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 110,007 | 4,664 | 0.31% | 0.3% | 38 | +3,847 | 3.62% | Q1 2026 | Apr 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 108,155 | 4,585 | 0.24% | 0.26% | 39 | -370 | -0.34% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 104,202 | 4,418 | 0.0% | 0.0% | 40 | +18,140 | 21.08% | Q1 2026 | May 14, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 101,989 | 4,324 | 3.69% | 3.74% | 41 | -647 | -0.63% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 127,028 | 4,226 | 0.01% | 0.01% | 42 | +34,871 | 37.84% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 97,803 | 4,146 | 0.01% | 0.0% | 43 | +89,547 | 1084.63% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Planning LLC | History | New | 94,894 | 4,023 | 2.12% | — | 44 | +94,894 | New | Q1 2026 | Apr 23, 2026 |
| Garde Capital, Inc. | History | Added to | 93,254 | 3,953 | 0.24% | 0.22% | 45 | +7,266 | 8.45% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | Reduced | 92,901 | 3,939 | 0.87% | 0.92% | 46 | -3,141 | -3.27% | Q1 2026 | May 08, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 91,590 | 3,883 | 0.96% | 0.97% | 47 | -67 | -0.07% | Q1 2026 | Apr 17, 2026 |
| RW Investment Management LLC | History | New | 85,036 | 3,605 | 0.35% | — | 48 | +85,036 | New | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 84,723 | 3,592 | 0.02% | 0.02% | 49 | +1,569 | 1.89% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 76,056 | 3,224 | 0.18% | 0.21% | 50 | -6,914 | -8.33% | Q1 2026 | Apr 30, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 74,684 | 3,166 | 1.81% | 1.84% | 51 | -1,075 | -1.42% | Q1 2026 | May 11, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 73,252 | 3,105 | 0.19% | 0.21% | 52 | -1,543 | -2.06% | Q1 2026 | Apr 20, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 69,153 | 2,932 | 0.26% | 0.28% | 53 | +5 | 0.01% | Q1 2026 | May 14, 2026 |
| Equita Financial Network, Inc. | History | Added to | 65,819 | 2,790 | 0.88% | 0.64% | 54 | +16,598 | 33.72% | Q1 2026 | Apr 23, 2026 |
| Truepoint, Inc. | History | Reduced | 64,067 | 2,716 | 0.06% | 0.06% | 55 | -2,494 | -3.75% | Q1 2026 | May 08, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 63,413 | 2,688 | 0.35% | 0.33% | 56 | -2,619 | -3.97% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | New | 58,630 | 2,485 | 0.0% | — | 57 | +58,630 | New | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 58,386 | 2,475 | 0.02% | 0.02% | 58 | -988 | -1.66% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 53,666 | 2,275 | 0.07% | 0.02% | 59 | +40,517 | 308.14% | Q1 2026 | May 15, 2026 |
| Broadhurst Jeffrey B | History | Added to | 52,794 | 2,238 | 2.29% | 2.23% | 60 | +2,712 | 5.42% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 51,275 | 2,174 | 0.0% | 0.0% | 61 | +3,597 | 7.54% | Q1 2026 | Apr 27, 2026 |
| Foster Group, Inc. | History | Reduced | 49,134 | 2,083 | 0.06% | 0.07% | 62 | -1,472 | -2.91% | Q1 2026 | Apr 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 46,683 | 1,979 | 0.67% | 0.59% | 63 | -9 | -0.02% | Q1 2026 | Apr 08, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 46,669 | 1,978 | 0.56% | 0.59% | 64 | -45,075 | -49.13% | Q1 2026 | Apr 16, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 46,433 | 1,968 | 0.56% | 0.37% | 65 | +17,653 | 61.34% | Q1 2026 | Apr 21, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 45,887 | 1,945 | 0.36% | 0.34% | 66 | +151 | 0.33% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 43,606 | 1,848 | 0.0% | 0.0% | 67 | +4,549 | 11.65% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 43,499 | 1,844 | 0.0% | 0.0% | 68 | +87 | 0.2% | Q1 2026 | May 15, 2026 |
| Syverson Strege & Co | History | Reduced | 43,120 | 1,828 | 0.44% | 0.44% | 69 | -594 | -1.36% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 39,371 | 1,669 | 0.13% | 0.13% | 70 | +94 | 0.24% | Q1 2026 | May 13, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 38,934 | 1,650 | 0.63% | 0.8% | 71 | -9,020 | -18.81% | Q1 2026 | Apr 15, 2026 |
| MB Generational Wealth, LLC | History | Added to | 38,480 | 1,631 | 0.9% | 0.84% | 72 | +1,252 | 3.36% | Q1 2026 | May 04, 2026 |
| Northland Capital Management LLC | History | Reduced | 38,019 | 1,611 | 0.88% | 1.23% | 73 | -13,088 | -25.61% | Q1 2026 | Apr 21, 2026 |
| Level Financial Advisors | History | Added to | 34,679 | 1,470 | 0.37% | 0.36% | 74 | +3,130 | 9.92% | Q1 2026 | Apr 10, 2026 |
| Premier Financial Group | History | Added to | 33,427 | 1,449 | 0.25% | 0.37% | 75 | +318 | 0.96% | Q1 2026 | May 05, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 33,556 | 1,422 | 1.34% | 1.38% | 76 | -1,026 | -2.97% | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors LLC | History | Added to | 32,650 | 1,384 | 0.75% | 0.71% | 77 | +2,559 | 8.5% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Reduced | 32,158 | 1,363 | 0.08% | 0.08% | 78 | -1,482 | -4.41% | Q1 2026 | May 04, 2026 |
| SB Capital Management Inc | History | No change | 31,166 | 1,335 | 0.49% | 0.49% | 79 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 30,650 | 1,299 | 0.14% | 0.14% | 80 | -186 | -0.6% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,163 | 1,278 | 0.0% | 0.01% | 81 | -35,433 | -54.02% | Q1 2026 | May 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 30,100 | 1,276 | 0.17% | 0.17% | 82 | +1,335 | 4.64% | Q1 2026 | Apr 13, 2026 |
| Cordant, Inc. | History | Added to | 30,045 | 1,273 | 0.52% | 0.38% | 83 | +9,151 | 43.8% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,477 | 1,249 | 0.0% | 0.0% | 84 | +12,904 | 77.86% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | New | 28,400 | 1,226 | 0.02% | — | 85 | +28,400 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 28,590 | 1,212 | 0.06% | 0.04% | 86 | +11,204 | 64.44% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 28,579 | 1,211 | 0.13% | 0.13% | 87 | +1,304 | 4.78% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,399 | 1,186 | 0.03% | 0.03% | 88 | +776 | 3.03% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | New | 32,245 | 1,179 | 0.57% | — | 89 | +32,245 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,249 | 1,176 | 0.01% | 0.01% | 90 | +1,444 | 5.6% | Q1 2026 | Apr 07, 2026 |
| BetterWealth, LLC | History | Reduced | 26,243 | 1,112 | 0.22% | 0.26% | 91 | -363 | -1.36% | Q1 2026 | Apr 24, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 25,075 | 1,063 | 0.48% | 0.49% | 92 | +60 | 0.24% | Q1 2026 | May 11, 2026 |
| Corus Family Wealth Advisors | History | No change | 24,904 | 1,055 | 0.86% | 0.85% | 93 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 24,806 | 1,051 | 0.57% | 0.59% | 94 | +465 | 1.91% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | Added to | 24,317 | 1,031 | 0.08% | 0.08% | 95 | +1,627 | 7.17% | Q1 2026 | Apr 13, 2026 |
| Financial Connections Group, Inc. | History | Added to | 22,868 | 969 | 0.34% | 0.33% | 96 | +771 | 3.49% | Q1 2026 | May 01, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 19,804 | 894 | 0.05% | 0.05% | 97 | +1,333 | 7.22% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 19,336 | 828 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,505 | 827 | 0.0% | 0.0% | 99 | +183 | 0.95% | Q1 2026 | Apr 30, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 19,131 | 811 | 0.38% | 0.34% | 100 | +1,882 | 10.91% | Q1 2026 | May 08, 2026 |
| Flagstone Financial Management | History | Reduced | 19,131 | 811 | 0.2% | 0.21% | 101 | -16 | -0.08% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18,563 | 787 | 0.01% | 0.0% | 102 | +15,685 | 545.0% | Q1 2026 | May 06, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 17,929 | 760 | 0.43% | 0.42% | 103 | +240 | 1.36% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 17,760 | 753 | 0.3% | 0.33% | 104 | -1,464 | -7.62% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,752 | 752 | 0.0% | — | 105 | +17,752 | New | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 17,300 | 733 | 0.01% | 0.01% | 106 | -3,044 | -14.96% | Q1 2026 | May 06, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 17,255 | 731 | 0.33% | 0.21% | 107 | +6,880 | 66.31% | Q1 2026 | Apr 09, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 17,191 | 728 | 0.07% | 0.07% | 108 | -571 | -3.21% | Q1 2026 | Apr 23, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 17,131 | 726 | 0.17% | 0.13% | 109 | +4,028 | 30.74% | Q1 2026 | May 12, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 16,918 | 717 | 0.74% | 0.79% | 110 | -1,135 | -6.29% | Q1 2026 | Apr 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 16,901 | 716 | 0.64% | 0.68% | 111 | +42 | 0.25% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 15,774 | 706 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 16,611 | 704 | 0.34% | 0.42% | 113 | -1,332 | -7.42% | Q1 2026 | Apr 27, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 16,340 | 692 | 0.14% | 0.16% | 114 | -2,114 | -11.46% | Q1 2026 | May 08, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 14,915 | 676 | 0.24% | 0.26% | 115 | +95 | 0.64% | Q1 2026 | May 08, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 15,867 | 672 | 0.24% | 0.22% | 116 | +1,159 | 7.88% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Reduced | 15,792 | 669 | 0.01% | 0.01% | 117 | -4,427 | -21.9% | Q1 2026 | Apr 08, 2026 |
| Sellwood Investment Partners LLC | History | No change | 15,743 | 667 | 0.26% | 0.26% | 118 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WPWealth LLP | History | Added to | 15,462 | 655 | 0.1% | 0.1% | 119 | +61 | 0.4% | Q1 2026 | May 11, 2026 |
| United Wealth Management, LLC | History | Reduced | 14,804 | 627 | 0.16% | 0.17% | 120 | -94 | -0.63% | Q1 2026 | May 01, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 14,265 | 604 | 0.25% | 0.24% | 121 | +1,808 | 14.51% | Q1 2026 | Apr 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 13,884 | 588 | 0.21% | 0.22% | 122 | +27 | 0.19% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 13,401 | 578 | 0.09% | 0.1% | 123 | +22 | 0.16% | Q1 2026 | Apr 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 13,573 | 575 | 0.2% | 0.08% | 124 | +8,440 | 164.43% | Q1 2026 | Apr 17, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 13,031 | 552 | 0.41% | 0.26% | 125 | +4,838 | 59.05% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,014 | 551 | 0.0% | 0.0% | 126 | +390 | 3.09% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,773 | 541 | 0.0% | 0.0% | 127 | +41 | 0.32% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,535 | 531 | 0.03% | 0.03% | 128 | -2,605 | -17.21% | Q1 2026 | Apr 17, 2026 |
| Glassman Wealth Services | History | Added to | 12,547 | 531 | 0.07% | 0.07% | 129 | +949 | 8.18% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,408 | 526 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | No change | 12,274 | 520 | 0.13% | 0.14% | 131 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 12,259 | 519 | 0.06% | 0.06% | 132 | +953 | 8.43% | Q1 2026 | May 12, 2026 |
| Freedom Financial Partners LLC | History | Added to | 11,929 | 505 | 0.18% | 0.18% | 133 | +53 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 11,799 | 500 | 0.2% | 0.2% | 134 | +28 | 0.24% | Q1 2026 | Apr 17, 2026 |
| Burton Enright Welch | History | No change | 11,814 | 500 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 11,791 | 499 | 0.13% | 0.14% | 136 | -124 | -1.04% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 11,707 | 496 | 0.18% | 0.17% | 137 | +719 | 6.54% | Q1 2026 | Apr 14, 2026 |
| McGrath & Associates, Inc. | History | Added to | 11,440 | 485 | 0.71% | 0.68% | 138 | +228 | 2.03% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,317 | 479 | 0.0% | 0.0% | 139 | +1,358 | 13.64% | Q1 2026 | May 15, 2026 |
| Financial Plan, Inc. | History | Added to | 11,203 | 475 | 0.05% | 0.05% | 140 | +1,569 | 16.29% | Q1 2026 | Apr 24, 2026 |
| First Financial Group Corp | History | Reduced | 11,116 | 471 | 0.38% | 0.43% | 141 | -555 | -4.76% | Q1 2026 | Apr 22, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 10,975 | 465 | 0.16% | 0.12% | 142 | +3,439 | 45.63% | Q1 2026 | Apr 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 10,700 | 453 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,656 | 451 | 0.0% | 0.0% | 144 | -1,919 | -15.26% | Q1 2026 | May 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 10,577 | 448 | 0.21% | 0.12% | 145 | +5,236 | 98.03% | Q1 2026 | Apr 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 10,522 | 446 | 0.16% | 0.12% | 146 | +3,636 | 52.8% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Reduced | 10,341 | 438 | 0.01% | 0.01% | 147 | -527 | -4.85% | Q1 2026 | May 11, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 10,329 | 437 | 0.3% | 0.3% | 148 | -18 | -0.17% | Q1 2026 | Apr 30, 2026 |
| Aerodigm Wealth, LLC | History | No change | 10,255 | 434 | 0.16% | 0.17% | 149 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 10,132 | 429 | 0.13% | 0.15% | 150 | -955 | -8.61% | Q1 2026 | May 06, 2026 |
| Envision Financial Planning, LLC | History | Added to | 9,813 | 416 | 0.15% | 0.14% | 151 | +1,142 | 13.17% | Q1 2026 | May 15, 2026 |
| Old Peak Finance LLC | History | Added to | 9,742 | 413 | 0.24% | 0.25% | 152 | +217 | 2.28% | Q1 2026 | Apr 24, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 9,605 | 407 | 0.23% | 0.15% | 153 | +2,971 | 44.78% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | No change | 9,558 | 405 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Reduced | 9,144 | 387 | 0.21% | 0.22% | 155 | -55 | -0.6% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 9,087 | 385 | 0.05% | 0.05% | 156 | -152 | -1.65% | Q1 2026 | Apr 24, 2026 |
| Altiora Financial Group, LLC | History | No change | 9,100 | 385 | 0.06% | 0.07% | 157 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,997 | 381 | 0.0% | 0.0% | 158 | +7,713 | 600.7% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Reduced | 8,972 | 380 | 0.16% | 1.42% | 159 | -52,845 | -85.49% | Q1 2026 | Apr 08, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 8,910 | 377 | 0.19% | 0.02% | 160 | +8,039 | 922.96% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 8,304 | 352 | 0.0% | — | 161 | +8,304 | New | Q1 2026 | May 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,070 | 342 | 0.1% | 0.1% | 162 | +321 | 4.14% | Q1 2026 | Apr 20, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 7,912 | 335 | 0.03% | 0.04% | 163 | -1,870 | -19.12% | Q1 2026 | Apr 20, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 7,892 | 334 | 0.12% | 0.1% | 164 | +1,338 | 20.42% | Q1 2026 | May 12, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 7,467 | 316 | 0.18% | 0.23% | 166 | -1,287 | -14.7% | Q1 2026 | Apr 23, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 7,468 | 316 | 0.08% | 0.09% | 165 | -123 | -1.62% | Q1 2026 | May 01, 2026 |
| Eaton-Cambridge Inc. | History | New | 7,384 | 313 | 0.1% | — | 167 | +7,384 | New | Q1 2026 | May 06, 2026 |
| Clarius Group, LLC | History | No change | 7,178 | 307 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 7,221 | 306 | 0.02% | 0.02% | 169 | +126 | 1.78% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,809 | 304 | 0.04% | 0.03% | 170 | +894 | 15.11% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 7,143 | 302 | 0.0% | 0.0% | 171 | +10 | 0.14% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 6,806 | 288 | 0.01% | — | 173 | +6,806 | New | Q1 2026 | Apr 27, 2026 |
| Prime Buchholz LLC | History | No change | 6,814 | 288 | 0.15% | 0.17% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TFO Wealth Partners, LLC | History | New | 6,791 | 287 | 0.04% | — | 174 | +6,791 | New | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,741 | 286 | 0.0% | 0.0% | 175 | +867 | 14.76% | Q1 2026 | Apr 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 6,698 | 283 | 0.08% | 0.09% | 177 | -330 | -4.7% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,695 | 283 | 0.0% | 0.0% | 176 | +292 | 4.56% | Q1 2026 | May 15, 2026 |
| Geometric Wealth Advisors | History | Reduced | 6,375 | 270 | 0.03% | 0.05% | 178 | -3,496 | -35.42% | Q1 2026 | May 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 6,300 | 267 | 0.08% | 0.08% | 179 | -64 | -1.01% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,285 | 266 | 0.0% | 0.0% | 180 | +354 | 5.97% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 6,207 | 263 | 0.02% | 0.01% | 181 | +1,507 | 32.06% | Q1 2026 | Apr 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,200 | 262 | 0.03% | 0.03% | 182 | -150 | -2.36% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | New | 6,106 | 258 | 0.0% | — | 183 | +6,106 | New | Q1 2026 | May 15, 2026 |
| Three Arch Wealth Management LLC | History | New | 6,081 | 257 | 0.05% | — | 184 | +6,081 | New | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 6,008 | 254 | 0.01% | 0.0% | 185 | +1,050 | 21.18% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 5,996 | 254 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,916 | 250 | 0.0% | 0.0% | 187 | -799 | -11.9% | Q1 2026 | May 05, 2026 |
| E-Wealth Partners, LLC | History | No change | 5,763 | 246 | 0.21% | 0.21% | 188 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Orion Capital Management LLC | History | Reduced | 5,723 | 242 | 0.08% | 0.1% | 189 | -1,238 | -17.78% | Q1 2026 | May 14, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 5,686 | 241 | 0.02% | 0.02% | 190 | -210 | -3.56% | Q1 2026 | Apr 16, 2026 |
| AA Financial Advisors, LLC | History | New | 5,491 | 232 | 0.03% | — | 191 | +5,491 | New | Q1 2026 | Apr 20, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 5,480 | 232 | 0.21% | — | 192 | +5,480 | New | Q1 2026 | May 07, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 5,428 | 230 | 0.09% | 0.1% | 193 | -217 | -3.84% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | New | 5,182 | 219 | 0.0% | — | 194 | +5,182 | New | Q1 2026 | May 13, 2026 |
| Opulen Financial Group LLC | History | New | 5,097 | 216 | 0.15% | — | 195 | +5,097 | New | Q1 2026 | Apr 29, 2026 |
| Red Tortoise LLC | History | Reduced | 5,051 | 214 | 0.09% | 0.11% | 196 | -1,155 | -18.61% | Q1 2026 | Apr 21, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 4,948 | 209 | 0.04% | 0.04% | 197 | -26 | -0.52% | Q1 2026 | Apr 21, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 4,914 | 208 | 0.1% | 0.1% | 198 | +149 | 3.13% | Q1 2026 | May 01, 2026 |
| RHS Financial, LLC | History | Reduced | 4,738 | 200 | 0.09% | 0.12% | 199 | -1,149 | -19.52% | Q1 2026 | Apr 28, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 4,191 | 177 | 0.01% | 0.01% | 200 | +10 | 0.24% | Q1 2026 | Apr 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,405 | 144 | 0.03% | 0.03% | 201 | +4 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,385 | 143 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,270 | 138 | 0.05% | 0.05% | 203 | +8 | 0.25% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 3,077 | 130 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 2,806 | 118 | 0.04% | 0.04% | 205 | -49 | -1.72% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 2,542 | 107 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 2,267 | 96 | 0.04% | — | 207 | +2,267 | New | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,086 | 85 | 0.0% | 0.0% | 208 | -30 | -1.42% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,520 | 64 | 0.01% | — | 209 | +1,520 | New | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,391 | 57 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 1,320 | 55 | 0.03% | 0.02% | 212 | +336 | 34.15% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,300 | 55 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,133 | 48 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Burk Holdings LLC | History | New | 1,048 | 44 | 0.02% | — | 214 | +1,048 | New | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | Added to | 932 | 39 | 0.01% | 0.01% | 216 | +112 | 13.66% | Q1 2026 | May 06, 2026 |
| JNBA Financial Advisors | History | No change | 922 | 39 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Timmons Wealth Management, LLC | History | No change | 898 | 38 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 825 | 34 | 0.01% | 0.02% | 218 | -635 | -43.49% | Q1 2026 | Apr 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 741 | 31 | 0.02% | 0.03% | 219 | -372 | -33.42% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 713 | 30 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 697 | 29 | 0.02% | 0.02% | 221 | +2 | 0.29% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 587 | 24 | 0.0% | 0.0% | 222 | -198 | -25.22% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,697 | 22 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 299 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 152 | 6 | 0.0% | — | 226 | +152 | New | Q1 2026 | May 08, 2026 |
| Blume Capital Management, Inc. | History | No change | 150 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 118 | 5 | 0.0% | 0.0% | 227 | -75 | -38.86% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 129 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 102 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | New | 70 | 2 | 0.0% | — | 230 | +70 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -147,974 | -100.0% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131,333 | -100.0% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -39,786 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,316 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,444 | -100.0% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q1 2026 | May 15, 2026 |