Dimensional ETF Trust - DFSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 1,166,911 | 49,996 | 0.06% | 0.08% | 1 | -14,470 | -1.22% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | Added to | 946,932 | 40,571 | 1.77% | 1.79% | 2 | +43,748 | 4.84% | Q4 2025 | Jan 22, 2026 |
| AWM CAPITAL, LLC | History | Added to | 865,288 | 37,073 | 3.37% | 3.07% | 3 | +40,835 | 4.95% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 854,904 | 36,628 | 4.11% | 4.27% | 4 | -293 | -0.03% | Q4 2025 | Jan 12, 2026 |
| Francis Financial, Inc. | History | Added to | 741,881 | 31,785 | 6.21% | 5.13% | 5 | +36,945 | 5.24% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 725,730 | 31,093 | 0.12% | — | 6 | +725,730 | New | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 582,626 | 24,962 | 2.45% | 3.47% | 7 | -6,184 | -1.05% | Q4 2025 | Feb 05, 2026 |
| LongView Asset Management LLC | History | Reduced | 423,719 | 18,154 | 12.66% | 12.45% | 8 | -16,776 | -3.81% | Q4 2025 | Feb 09, 2026 |
| Five Oceans Advisors | History | Added to | 390,299 | 16,722 | 5.91% | 5.22% | 9 | +43,865 | 12.66% | Q4 2025 | Jan 16, 2026 |
| Citrine Capital LLC | History | Added to | 357,330 | 15,309 | 7.11% | 6.59% | 10 | +9,765 | 2.81% | Q4 2025 | Jan 20, 2026 |
| Retirement Solution LLC | History | Reduced | 355,427 | 15,228 | 3.37% | 3.53% | 11 | -5,753 | -1.59% | Q4 2025 | Jan 29, 2026 |
| Forum Financial Management, LP | History | Reduced | 285,878 | 12,248 | 0.16% | 0.16% | 12 | -1,069 | -0.37% | Q4 2025 | Jan 27, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 215,035 | 9,213 | 6.55% | 6.36% | 13 | +2,693 | 1.27% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 212,458 | 9,102 | 0.18% | 0.18% | 14 | +20,698 | 10.79% | Q4 2025 | Jan 21, 2026 |
| Greenspring Advisors, LLC | History | Added to | 211,590 | 9,065 | 0.56% | 1.48% | 15 | +7,177 | 3.51% | Q4 2025 | Feb 10, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 198,493 | 8,504 | 2.04% | 1.97% | 16 | +6,188 | 3.22% | Q4 2025 | Jan 22, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 191,922 | 8,222 | 4.17% | 4.35% | 17 | +3,712 | 1.97% | Q4 2025 | Jan 14, 2026 |
| Planning Center, Inc. | History | Reduced | 190,420 | 8,158 | 0.83% | 0.89% | 18 | -17,513 | -8.42% | Q4 2025 | Feb 02, 2026 |
| New Capital Management LP | History | Reduced | 181,948 | 7,795 | 1.96% | 2.0% | 19 | -4,693 | -2.51% | Q4 2025 | Jan 20, 2026 |
| Heritage Financial Services, LLC | History | Added to | 178,466 | 7,646 | 0.64% | 0.63% | 20 | +6,616 | 3.85% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 172,077 | 7,539 | 0.01% | 0.01% | 21 | +9,131 | 5.6% | Q4 2025 | Jan 08, 2026 |
| Wealth Architects, LLC | History | Added to | 155,234 | 6,650 | 0.6% | 0.48% | 22 | +30,854 | 24.81% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 154,488 | 6,619 | 1.2% | 0.08% | 23 | +27,865 | 22.01% | Q4 2025 | Mar 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 147,974 | 6,340 | 0.01% | — | 24 | +147,974 | New | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 131,428 | 5,631 | 0.07% | 0.07% | 25 | -26,470 | -16.76% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 131,333 | 5,626 | 0.0% | 0.0% | 26 | +58,413 | 80.11% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 123,280 | 5,281 | 0.01% | 0.01% | 27 | +32,611 | 35.97% | Q4 2025 | Feb 18, 2026 |
| RAM Investment Partners, LLC | History | Added to | 121,930 | 5,224 | 0.94% | 0.91% | 28 | +3,825 | 3.24% | Q4 2025 | Feb 12, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 121,563 | 5,208 | 2.42% | 2.2% | 29 | +16,749 | 15.98% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 119,350 | 5,113 | 0.04% | 0.04% | 30 | +2,391 | 2.04% | Q4 2025 | Feb 18, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 109,734 | 4,906 | 1.15% | 1.15% | 31 | -1,733 | -1.55% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 113,552 | 4,866 | 0.01% | 0.01% | 32 | +18,470 | 19.43% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 112,314 | 4,812 | 0.05% | 0.05% | 33 | -1,715 | -1.5% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 110,015 | 4,713 | 0.08% | 0.09% | 34 | +6,608 | 6.39% | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | Reduced | 109,271 | 4,681 | 0.31% | 0.3% | 35 | -767 | -0.7% | Q4 2025 | Jan 26, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 108,525 | 4,649 | 0.26% | 0.23% | 36 | +15,112 | 16.18% | Q4 2025 | Feb 02, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 106,160 | 4,548 | 0.3% | 0.19% | 37 | +34,100 | 47.32% | Q4 2025 | Feb 17, 2026 |
| Donalies Financial Planning, LLC | History | New | 102,636 | 4,397 | 3.74% | — | 38 | +102,636 | New | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Added to | 96,042 | 4,114 | 0.92% | 0.9% | 39 | +988 | 1.04% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 94,938 | 4,067 | 0.02% | 0.02% | 40 | +20,486 | 27.52% | Q4 2025 | Feb 10, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 91,744 | 4,019 | 0.59% | 0.58% | 41 | +47,061 | 105.32% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 92,157 | 3,948 | 0.01% | 0.01% | 42 | +3,325 | 3.74% | Q4 2025 | Mar 09, 2026 |
| Aspen Capital Management, LLC | History | Added to | 91,657 | 3,927 | 0.97% | 0.89% | 43 | +6,343 | 7.43% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 86,062 | 3,687 | 0.0% | 0.0% | 44 | +63,082 | 274.51% | Q4 2025 | Feb 18, 2026 |
| Garde Capital, Inc. | History | Added to | 85,988 | 3,684 | 0.22% | 0.17% | 45 | +2,126 | 2.54% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 83,154 | 3,562 | 0.02% | 0.02% | 46 | -9,819 | -10.56% | Q4 2025 | Feb 03, 2026 |
| Simplicity Wealth,LLC | History | Added to | 82,970 | 3,554 | 0.21% | 0.05% | 47 | +59,961 | 260.6% | Q4 2025 | Jan 30, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 75,759 | 3,245 | 1.84% | 1.98% | 48 | -506 | -0.66% | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 74,795 | 3,204 | 0.21% | 0.21% | 49 | +2,349 | 3.24% | Q4 2025 | Feb 05, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 69,148 | 2,962 | 0.28% | 0.28% | 50 | +295 | 0.43% | Q4 2025 | Feb 04, 2026 |
| Truepoint, Inc. | History | Reduced | 66,561 | 2,851 | 0.06% | 0.06% | 51 | -178 | -0.27% | Q4 2025 | Feb 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 66,032 | 2,829 | 0.33% | 0.31% | 52 | +2,312 | 3.63% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 65,596 | 2,810 | 0.01% | 0.01% | 53 | +12,479 | 23.49% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | Reduced | 61,817 | 2,648 | 1.42% | 2.05% | 54 | -19,754 | -24.22% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 59,374 | 2,543 | 0.02% | 0.01% | 55 | -154 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Northland Capital Management LLC | History | Added to | 51,107 | 2,189 | 1.23% | 1.22% | 56 | +59 | 0.12% | Q4 2025 | Jan 20, 2026 |
| Foster Group, Inc. | History | Added to | 50,606 | 2,168 | 0.07% | 0.06% | 57 | +2,971 | 6.24% | Q4 2025 | Jan 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 49,221 | 2,108 | 0.64% | 0.6% | 58 | +5,655 | 12.98% | Q4 2025 | Jan 29, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 47,954 | 2,054 | 0.8% | 0.8% | 59 | -17 | -0.04% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,678 | 2,042 | 0.0% | 0.0% | 60 | -6,409 | -11.85% | Q4 2025 | Feb 12, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 45,736 | 1,959 | 0.34% | 0.32% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 43,412 | 1,899 | 0.0% | 0.0% | 62 | -1,761 | -3.9% | Q4 2025 | Feb 11, 2026 |
| Syverson Strege & Co | History | Reduced | 43,714 | 1,872 | 0.44% | 0.45% | 63 | -2,223 | -4.84% | Q4 2025 | Feb 09, 2026 |
| ProCore Advisors, LLC | History | New | 39,786 | 1,704 | 1.75% | — | 64 | +39,786 | New | Q4 2025 | Jan 21, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 46,692 | 1,694 | 0.59% | 0.74% | 65 | -9,733 | -17.25% | Q4 2025 | Jan 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 39,277 | 1,682 | 0.13% | 0.13% | 66 | -2,111 | -5.1% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 39,057 | 1,673 | 0.0% | 0.0% | 67 | +3,858 | 10.96% | Q4 2025 | Feb 11, 2026 |
| MB Generational Wealth, LLC | History | Added to | 37,228 | 1,595 | 0.84% | 0.91% | 68 | +2,182 | 6.23% | Q4 2025 | Feb 10, 2026 |
| Wheels Up Wealth, Inc. | History | New | 34,582 | 1,481 | 1.38% | — | 69 | +34,582 | New | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 33,640 | 1,441 | 0.08% | 0.08% | 70 | -1,796 | -5.07% | Q4 2025 | Feb 04, 2026 |
| Premier Financial Group | History | Reduced | 33,109 | 1,420 | 0.37% | 0.36% | 71 | -87 | -0.26% | Q4 2025 | Feb 09, 2026 |
| Level Financial Advisors | History | Added to | 31,549 | 1,351 | 0.36% | 0.35% | 72 | +1,569 | 5.23% | Q4 2025 | Jan 26, 2026 |
| SB Capital Management Inc | History | New | 31,166 | 1,335 | 0.49% | — | 73 | +31,166 | New | Q4 2025 | Feb 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 30,836 | 1,321 | 0.14% | 0.15% | 74 | -980 | -3.08% | Q4 2025 | Feb 18, 2026 |
| Longview Financial Advisors LLC | History | Added to | 30,091 | 1,289 | 0.71% | 0.7% | 75 | +504 | 1.7% | Q4 2025 | Jan 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 28,780 | 1,233 | 0.37% | 0.38% | 76 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 28,765 | 1,232 | 0.17% | 0.16% | 77 | +3,889 | 15.63% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,004 | 1,199 | 0.0% | 0.0% | 78 | -177,542 | -86.38% | Q4 2025 | Feb 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 27,275 | 1,168 | 0.13% | 0.13% | 79 | -1,931 | -6.61% | Q4 2025 | Jan 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,623 | 1,145 | 0.03% | 0.02% | 80 | +5,036 | 24.46% | Q4 2025 | Jan 28, 2026 |
| BetterWealth, LLC | History | Reduced | 26,606 | 1,139 | 0.26% | 0.28% | 81 | -2,007 | -7.01% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,805 | 1,105 | 0.01% | 0.02% | 82 | -446 | -1.7% | Q4 2025 | Jan 23, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 25,015 | 1,071 | 0.49% | 0.47% | 83 | +1,576 | 6.72% | Q4 2025 | Feb 17, 2026 |
| Corus Family Wealth Advisors | History | No change | 24,904 | 1,067 | 0.85% | 0.75% | 84 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 24,341 | 1,042 | 0.59% | 0.54% | 85 | +4,112 | 20.33% | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Added to | 22,690 | 972 | 0.08% | 0.07% | 87 | +1,263 | 5.89% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,697 | 972 | 0.0% | 0.0% | 86 | -1,161 | -4.87% | Q4 2025 | Feb 18, 2026 |
| Financial Connections Group, Inc. | History | Added to | 22,097 | 946 | 0.33% | 0.32% | 88 | +2,295 | 11.59% | Q4 2025 | Jan 23, 2026 |
| Cordant, Inc. | History | Added to | 20,894 | 895 | 0.38% | 0.38% | 89 | +47 | 0.23% | Q4 2025 | Jan 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 20,344 | 871 | 0.01% | 0.01% | 90 | -95 | -0.46% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | Added to | 20,219 | 866 | 0.01% | 0.0% | 91 | +12,334 | 156.42% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,336 | 828 | 0.02% | 0.01% | 92 | +14,119 | 270.63% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,322 | 827 | 0.0% | 0.0% | 93 | +7,094 | 58.01% | Q4 2025 | Feb 13, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 19,224 | 823 | 0.33% | 0.34% | 94 | -366 | -1.87% | Q4 2025 | Jan 12, 2026 |
| Flagstone Financial Management | History | Added to | 19,147 | 820 | 0.21% | 0.19% | 95 | +1,482 | 8.39% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 18,471 | 816 | 0.05% | 0.04% | 96 | +3,214 | 21.07% | Q4 2025 | Jan 23, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 18,454 | 790 | 0.16% | 0.18% | 97 | -2,249 | -10.86% | Q4 2025 | Feb 09, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 18,053 | 773 | 0.79% | — | 98 | +18,053 | New | Q4 2025 | Jan 21, 2026 |
| Trademark Financial Management, LLC | History | New | 17,943 | 768 | 0.42% | — | 99 | +17,943 | New | Q4 2025 | Jan 28, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 17,762 | 761 | 0.07% | — | 100 | +17,762 | New | Q4 2025 | Feb 11, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 17,689 | 757 | 0.42% | 0.33% | 101 | +3,602 | 25.57% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 17,386 | 744 | 0.04% | 0.03% | 102 | +5,815 | 50.25% | Q4 2025 | Feb 10, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 17,249 | 739 | 0.34% | 0.35% | 103 | -336 | -1.91% | Q4 2025 | Jan 26, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 16,859 | 722 | 0.68% | — | 104 | +16,859 | New | Q4 2025 | Feb 19, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,573 | 710 | 0.0% | 0.0% | 105 | +944 | 6.04% | Q4 2025 | Feb 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 14,820 | 685 | 0.26% | 0.27% | 106 | +137 | 0.93% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 15,774 | 675 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 15,743 | 674 | 0.26% | 0.25% | 108 | +504 | 3.31% | Q4 2025 | Jan 26, 2026 |
| WPWealth LLP | History | Reduced | 15,401 | 659 | 0.1% | 0.1% | 109 | -96 | -0.62% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15,140 | 648 | 0.03% | 0.03% | 110 | +149 | 0.99% | Q4 2025 | Jan 20, 2026 |
| United Wealth Management, LLC | History | No change | 14,898 | 638 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 14,708 | 630 | 0.22% | 0.19% | 112 | +900 | 6.52% | Q4 2025 | Jan 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 13,857 | 593 | 0.22% | 0.22% | 113 | +56 | 0.41% | Q4 2025 | Jan 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 13,379 | 573 | 0.1% | 0.08% | 114 | +7,334 | 121.32% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 13,149 | 563 | 0.02% | 0.14% | 115 | -71,700 | -84.5% | Q4 2025 | Feb 13, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 13,103 | 561 | 0.13% | 0.08% | 116 | +103 | 0.79% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,732 | 545 | 0.0% | 0.0% | 117 | +145 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | No change | 12,624 | 540 | 0.0% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,575 | 538 | 0.0% | 0.0% | 119 | -349 | -2.7% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 12,457 | 533 | 0.24% | 0.22% | 120 | +1,455 | 13.22% | Q4 2025 | Jan 16, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,408 | 531 | 0.03% | 0.03% | 121 | +100 | 0.81% | Q4 2025 | Mar 04, 2026 |
| Investment Advisory Group, LLC | History | No change | 12,274 | 525 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 11,915 | 510 | 0.14% | 0.14% | 123 | -37 | -0.31% | Q4 2025 | Jan 28, 2026 |
| Freedom Financial Partners LLC | History | Added to | 11,876 | 508 | 0.18% | 0.18% | 124 | +62 | 0.52% | Q4 2025 | Jan 06, 2026 |
| Burton Enright Welch | History | Added to | 11,814 | 506 | 0.07% | 0.06% | 125 | +2,031 | 20.76% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 11,771 | 504 | 0.2% | 0.13% | 126 | +61 | 0.52% | Q4 2025 | Feb 11, 2026 |
| First Financial Group Corp | History | Added to | 11,671 | 500 | 0.43% | 0.4% | 127 | +500 | 4.48% | Q4 2025 | Jan 28, 2026 |
| Glassman Wealth Services | History | Reduced | 11,598 | 496 | 0.07% | 0.07% | 128 | -228 | -1.93% | Q4 2025 | Jan 28, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 11,306 | 484 | 0.06% | 0.02% | 129 | +6,413 | 131.06% | Q4 2025 | Feb 17, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 11,212 | 480 | 0.68% | 0.75% | 130 | -1,087 | -8.84% | Q4 2025 | Feb 10, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 11,087 | 475 | 0.15% | 0.15% | 131 | +208 | 1.91% | Q4 2025 | Feb 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 10,988 | 470 | 0.17% | 0.16% | 132 | +57 | 0.52% | Q4 2025 | Jan 09, 2026 |
| Caprock Group, LLC | History | Reduced | 10,868 | 465 | 0.01% | 0.01% | 133 | -567 | -4.96% | Q4 2025 | Jan 28, 2026 |
| Passive Capital Management, LLC. | History | No change | 10,700 | 458 | 0.14% | 0.14% | 134 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 10,375 | 444 | 0.21% | 0.2% | 135 | +451 | 4.54% | Q4 2025 | Jan 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 10,347 | 443 | 0.3% | 0.22% | 136 | +2,685 | 35.04% | Q4 2025 | Feb 09, 2026 |
| Aerodigm Wealth, LLC | History | No change | 10,255 | 439 | 0.15% | 0.18% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,959 | 426 | 0.0% | 0.0% | 138 | +748 | 8.12% | Q4 2025 | Feb 17, 2026 |
| Geometric Wealth Advisors | History | Added to | 9,871 | 422 | 0.05% | 0.05% | 139 | +51 | 0.52% | Q4 2025 | Feb 06, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 9,782 | 419 | 0.04% | 0.05% | 140 | -2,872 | -22.7% | Q4 2025 | Jan 26, 2026 |
| Financial Plan, Inc. | History | New | 9,634 | 412 | 0.05% | — | 141 | +9,634 | New | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | No change | 9,558 | 409 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Old Peak Finance LLC | History | New | 9,525 | 408 | 0.25% | — | 143 | +9,525 | New | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,239 | 395 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DEFINE FINANCIAL, LLC | History | Reduced | 9,199 | 394 | 0.22% | 0.25% | 145 | -848 | -8.44% | Q4 2025 | Jan 13, 2026 |
| Altiora Financial Group, LLC | History | No change | 9,100 | 389 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 8,754 | 375 | 0.23% | 0.3% | 147 | -2,222 | -20.24% | Q4 2025 | Feb 10, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 8,671 | 371 | 0.14% | 0.16% | 148 | -378 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 8,316 | 356 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,256 | 353 | 0.0% | 0.0% | 150 | +2,060 | 33.25% | Q4 2025 | Feb 13, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 8,193 | 351 | 0.26% | 0.26% | 151 | +306 | 3.88% | Q4 2025 | Jan 27, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 7,749 | 332 | 0.1% | 0.1% | 152 | +134 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 7,591 | 325 | 0.09% | 0.08% | 153 | +224 | 3.04% | Q4 2025 | Feb 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 7,536 | 322 | 0.12% | 0.11% | 154 | +432 | 6.08% | Q4 2025 | Jan 14, 2026 |
| Clarius Group, LLC | History | Added to | 7,178 | 307 | 0.02% | 0.02% | 155 | +365 | 5.36% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 7,133 | 305 | 0.0% | — | 156 | +7,133 | New | Q4 2025 | Feb 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 7,095 | 303 | 0.02% | 0.01% | 157 | +2,600 | 57.84% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 7,028 | 301 | 0.09% | 0.11% | 158 | -1,442 | -17.02% | Q4 2025 | Jan 08, 2026 |
| Orion Capital Management LLC | History | Added to | 6,961 | 298 | 0.1% | 0.1% | 159 | +69 | 1.0% | Q4 2025 | Feb 03, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 6,886 | 295 | 0.12% | 0.11% | 160 | +215 | 3.22% | Q4 2025 | Jan 27, 2026 |
| Prime Buchholz LLC | History | No change | 6,814 | 291 | 0.17% | 0.15% | 161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,715 | 287 | 0.0% | 0.0% | 162 | +1,357 | 25.33% | Q4 2025 | Jan 29, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 6,634 | 284 | 0.15% | 0.16% | 163 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 6,554 | 280 | 0.1% | 0.1% | 164 | -97 | -1.46% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 6,403 | 274 | 0.0% | 0.0% | 165 | +6,109 | 2077.89% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,350 | 272 | 0.03% | 0.03% | 166 | -300 | -4.51% | Q4 2025 | Feb 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 6,364 | 272 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Red Tortoise LLC | History | No change | 6,206 | 265 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,915 | 261 | 0.03% | 0.03% | 169 | +83 | 1.42% | Q4 2025 | Jan 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 5,996 | 256 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,931 | 254 | 0.0% | 0.0% | 171 | +209 | 3.65% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | New | 5,896 | 252 | 0.02% | — | 174 | +5,896 | New | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,874 | 252 | 0.0% | — | 172 | +5,874 | New | Q4 2025 | Feb 05, 2026 |
| RHS Financial, LLC | History | Added to | 5,887 | 252 | 0.12% | 0.12% | 173 | +20 | 0.34% | Q4 2025 | Jan 16, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 5,645 | 241 | 0.1% | 0.1% | 175 | -107 | -1.86% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,576 | 238 | 0.0% | — | 176 | +5,576 | New | Q4 2025 | Feb 18, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | New | 5,341 | 236 | 0.12% | — | 177 | +5,341 | New | Q4 2025 | Jan 27, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 5,133 | 219 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Towneley Capital Management, Inc / DE | History | New | 4,974 | 213 | 0.04% | — | 179 | +4,974 | New | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 4,958 | 212 | 0.0% | — | 180 | +4,958 | New | Q4 2025 | Feb 05, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 4,765 | 204 | 0.1% | 0.11% | 181 | +41 | 0.87% | Q4 2025 | Jan 21, 2026 |
| Rockwood Wealth Management, LLC | History | New | 4,700 | 201 | 0.01% | — | 182 | +4,700 | New | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 4,181 | 179 | 0.01% | 0.01% | 183 | +22 | 0.53% | Q4 2025 | Feb 03, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 3,444 | 147 | 0.05% | 0.05% | 184 | +171 | 5.22% | Q4 2025 | Jan 16, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,401 | 145 | 0.03% | 0.03% | 185 | +8 | 0.24% | Q4 2025 | Feb 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 3,262 | 139 | 0.05% | 0.05% | 186 | +146 | 4.69% | Q4 2025 | Jan 22, 2026 |
| LRI Investments, LLC | History | No change | 3,077 | 131 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CURIO WEALTH, LLC | History | Added to | 2,855 | 123 | 0.04% | 0.05% | 189 | +49 | 1.75% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,878 | 123 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | New | 2,542 | 108 | 0.0% | — | 190 | +2,542 | New | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,116 | 90 | 0.0% | 0.0% | 191 | +11 | 0.52% | Q4 2025 | Feb 11, 2026 |
| Your Advocates Ltd., LLP | History | New | 1,460 | 62 | 0.02% | — | 192 | +1,460 | New | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,391 | 59 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,284 | 55 | 0.0% | — | 194 | +1,284 | New | Q4 2025 | Feb 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,300 | 55 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,133 | 48 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 1,113 | 47 | 0.03% | — | 197 | +1,113 | New | Q4 2025 | Feb 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 984 | 42 | 0.02% | 0.02% | 198 | +70 | 7.66% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | New | 922 | 39 | 0.0% | — | 199 | +922 | New | Q4 2025 | Jan 26, 2026 |
| Timmons Wealth Management, LLC | History | New | 898 | 38 | 0.04% | — | 200 | +898 | New | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | New | 871 | 37 | 0.02% | — | 201 | +871 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 820 | 35 | 0.01% | — | 202 | +820 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 785 | 33 | 0.0% | 0.0% | 203 | +98 | 14.26% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 713 | 30 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 695 | 29 | 0.02% | 0.01% | 205 | +98 | 16.42% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 522 | 22 | 0.0% | — | 206 | +522 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 299 | 12 | 0.0% | — | 207 | +299 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 193 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 150 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 129 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 102 | 4 | 0.0% | 0.0% | 211 | +1 | 0.99% | Q4 2025 | Feb 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -73,412 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -70,495 | -100.0% | Q3 2025 | Oct 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,801 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Fund Evaluation Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,534 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,333 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,248 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,752 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Nov 13, 2025 |