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 | No change | 1,218,472 | 54,953 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASECO LLP | History | No change | 1,012,064 | 45,704 | 1.28% | 1.28% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AWM CAPITAL, LLC | History | No change | 995,334 | 44,889 | 3.59% | 3.59% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 984,898 | 44,418 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 831,098 | 37,482 | 3.71% | 3.71% | 5 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Francis Financial, Inc. | History | No change | 767,312 | 34,605 | 5.67% | 5.67% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 605,285 | 27,295 | 2.87% | 2.87% | 7 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Five Oceans Advisors | History | No change | 426,583 | 19,238 | 6.18% | 6.18% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 426,228 | 19,222 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Citrine Capital LLC | History | No change | 393,481 | 17,745 | 6.57% | 6.57% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apella Capital, LLC | History | Added to | 364,186 | 16,293 | 0.21% | 0.2% | 11 | +60,432 | 19.9% | Q3 2026 | Oct 08, 2026 |
| Retirement Solution LLC | History | No change | 349,466 | 15,760 | 3.08% | 3.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 309,218 | 13,955 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forum Financial Management, LP | History | No change | 269,201 | 12,140 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 248,537 | 11,209 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Elser Financial Planning, Inc | History | No change | 239,760 | 10,813 | 0.47% | 0.47% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 228,448 | 10,303 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 220,624 | 9,950 | 6.21% | 6.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 218,754 | 9,865 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 203,314 | 9,169 | 1.96% | 1.96% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 201,944 | 9,107 | 3.87% | 3.87% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Planning Center, Inc. | History | No change | 185,179 | 8,351 | 0.79% | 0.79% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 184,872 | 8,337 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Capital Management LP | History | No change | 179,986 | 8,117 | 1.85% | 1.85% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 181,311 | 8,097 | 0.01% | 0.01% | 25 | +24,784 | 15.83% | Q3 2026 | Oct 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 155,082 | 6,994 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | No change | 153,263 | 6,912 | 0.55% | 0.55% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAM Investment Partners, LLC | History | No change | 141,673 | 6,389 | 1.02% | 1.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 130,867 | 5,902 | 2.27% | 2.27% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | No change | 122,708 | 5,534 | 0.31% | 0.31% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 122,582 | 5,528 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 120,549 | 5,436 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 117,845 | 5,314 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 111,569 | 5,031 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triune Financial Partners, LLC | History | No change | 111,174 | 5,013 | 1.05% | 1.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 110,457 | 4,982 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 110,345 | 4,976 | 0.22% | 0.22% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Laurel Wealth Planning LLC | History | No change | 107,963 | 4,869 | 2.15% | 2.15% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | No change | 104,113 | 4,695 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Donalies Financial Planning, LLC | History | No change | 100,617 | 4,537 | 3.34% | 3.34% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 99,011 | 4,465 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 97,979 | 4,418 | 0.27% | 0.27% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRIGHTON JONES LLC | History | No change | 97,777 | 4,409 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garde Capital, Inc. | History | No change | 94,113 | 4,244 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aspen Capital Management, LLC | History | No change | 92,563 | 4,174 | 0.92% | 0.92% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 89,047 | 4,022 | 0.03% | 0.01% | 46 | +62,983 | 241.65% | Q3 2026 | Oct 08, 2026 |
| Equita Financial Network, Inc. | History | No change | 88,291 | 3,981 | 1.11% | 1.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 86,254 | 3,890 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RW Investment Management LLC | History | No change | 85,972 | 3,877 | 0.34% | 0.34% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 84,219 | 3,798 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 82,737 | 3,731 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 80,540 | 3,632 | 0.23% | 0.23% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 78,288 | 3,530 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 74,975 | 3,381 | 1.73% | 1.73% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarity Wealth Development LLC | History | No change | 74,188 | 3,345 | 1.86% | 1.86% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 73,261 | 3,304 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 67,915 | 3,062 | 2.12% | 2.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 61,850 | 2,789 | 0.29% | 0.29% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 60,831 | 2,743 | 0.22% | 0.22% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 59,271 | 2,673 | 1.26% | 1.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truepoint, Inc. | History | No change | 56,106 | 2,530 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Foster Group, Inc. | History | Added to | 53,455 | 2,414 | 0.07% | 0.06% | 62 | +5,041 | 10.41% | Q3 2026 | Oct 13, 2026 |
| Cambridge Financial Group, LLC | History | No change | 53,237 | 2,400 | 0.76% | 0.76% | 63 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| LPL Financial LLC | History | No change | 51,216 | 2,309 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 50,588 | 2,281 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 50,110 | 2,259 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 48,794 | 2,200 | 0.54% | 0.54% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 48,709 | 2,196 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northland Capital Management LLC | History | No change | 48,027 | 2,166 | 1.17% | 1.17% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Capital Management Investments LLC | History | No change | 48,039 | 2,166 | 0.5% | 0.5% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 45,887 | 2,069 | 0.35% | 0.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Syverson Strege & Co | History | No change | 43,119 | 1,944 | 0.42% | 0.42% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 43,124 | 1,944 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 42,874 | 1,936 | 0.23% | 0.21% | 74 | +886 | 2.11% | Q3 2026 | Oct 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 42,829 | 1,931 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 39,841 | 1,796 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 39,093 | 1,763 | 0.61% | 0.61% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 37,957 | 1,711 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MB Generational Wealth, LLC | History | No change | 37,356 | 1,684 | 0.83% | 0.83% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 37,289 | 1,681 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cordant, Inc. | History | No change | 37,032 | 1,670 | 0.6% | 0.6% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Level Financial Advisors | History | Added to | 35,364 | 1,597 | 0.35% | 0.35% | 82 | +300 | 0.86% | Q3 2026 | Oct 13, 2026 |
| Composition Wealth, LLC | History | No change | 35,133 | 1,584 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 34,897 | 1,573 | 1.33% | 1.33% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 34,100 | 1,538 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | No change | 33,535 | 1,512 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWAM LLC | History | No change | 33,493 | 1,510 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Premier Financial Group | History | No change | 33,194 | 1,497 | 0.3% | 0.3% | 88 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Longview Financial Advisors LLC | History | No change | 32,181 | 1,451 | 0.72% | 0.72% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| XY Planning Network, Inc. | History | No change | 31,798 | 1,434 | 0.18% | 0.18% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 30,527 | 1,376 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 28,558 | 1,287 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 28,279 | 1,270 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| von Borstel & Associates, Inc. | History | No change | 27,105 | 1,222 | 0.25% | 0.25% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BetterWealth, LLC | History | No change | 26,765 | 1,207 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 24,957 | 1,125 | 0.44% | 0.44% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 23,118 | 1,042 | 0.43% | 0.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CGN Advisors LLC | History | No change | 23,017 | 1,038 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 22,879 | 1,031 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Babb Wealth Advisors LLC | History | No change | 22,710 | 1,024 | 0.49% | 0.49% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 21,076 | 950 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 20,836 | 941 | 0.09% | 0.09% | 102 | +72 | 0.35% | Q3 2026 | Oct 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 20,366 | 940 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,823 | 939 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,644 | 931 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 20,043 | 903 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagstone Financial Management | History | No change | 19,656 | 886 | 0.2% | 0.2% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 17,926 | 808 | 0.63% | 0.63% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 17,332 | 781 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meritas Wealth Management, LLC | History | No change | 17,231 | 777 | 0.3% | 0.3% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 16,840 | 759 | 0.69% | 0.69% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trademark Financial Management, LLC | History | No change | 16,597 | 748 | 0.31% | 0.31% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 16,406 | 739 | 0.44% | 0.44% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 16,340 | 736 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 15,228 | 723 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 15,999 | 721 | 0.23% | 0.23% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 15,774 | 711 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 15,765 | 711 | 0.24% | 0.24% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WPWealth LLP | History | No change | 15,597 | 703 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glassman Wealth Services | History | No change | 15,370 | 693 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mills Wealth Advisors LLC | History | No change | 15,173 | 684 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| United Wealth Management, LLC | History | No change | 15,151 | 683 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sellwood Investment Partners LLC | History | No change | 14,332 | 646 | 0.23% | 0.23% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 13,938 | 628 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 13,924 | 627 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 13,686 | 617 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 13,662 | 616 | 0.19% | 0.19% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corus Family Wealth Advisors | History | No change | 13,670 | 616 | 0.42% | 0.42% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Shira Ridge Wealth Management | History | No change | 13,340 | 602 | 0.21% | 0.21% | 129 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| McGrath & Associates, Inc. | History | No change | 13,320 | 600 | 0.78% | 0.78% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 13,176 | 594 | 0.38% | 0.38% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 13,008 | 586 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Financial Plan, Inc. | History | No change | 12,925 | 582 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 12,516 | 564 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 12,420 | 560 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Advisory Group, LLC | History | No change | 12,274 | 553 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 11,940 | 538 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Burton Enright Welch | History | No change | 11,816 | 532 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EnRich Financial Partners LLC | History | No change | 11,542 | 520 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Three Arch Wealth Management LLC | History | No change | 11,512 | 519 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 11,250 | 507 | 0.16% | 0.16% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First Financial Group Corp | History | No change | 11,179 | 504 | 0.36% | 0.36% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Old Peak Finance LLC | History | No change | 11,168 | 503 | 0.24% | 0.24% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 9,124 | 501 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,073 | 499 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clarity Asset Management, Inc. | History | No change | 10,923 | 492 | 0.24% | 0.24% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,766 | 485 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freedom Financial Partners LLC | History | No change | 10,608 | 478 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Morling Financial Advisors, LLC | History | No change | 10,285 | 463 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aerodigm Wealth, LLC | History | No change | 10,179 | 459 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Passive Capital Management, LLC. | History | No change | 10,700 | 458 | 0.14% | 0.14% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 9,959 | 449 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 9,975 | 449 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squire Investment Management Company, LLC | History | No change | 9,937 | 448 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 9,882 | 446 | 0.13% | 0.16% | 155 | -1,965 | -16.59% | Q3 2026 | Oct 07, 2026 |
| Envision Financial Planning, LLC | History | No change | 9,824 | 443 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,808 | 442 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 9,675 | 436 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 9,246 | 417 | 0.19% | 0.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Outbound Financial Inc | History | Reduced | 9,111 | 411 | 0.26% | 0.27% | 160 | -97 | -1.05% | Q3 2026 | Oct 13, 2026 |
| Altiora Financial Group, LLC | History | No change | 9,100 | 410 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,087 | 409 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 8,695 | 392 | 0.2% | 0.2% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 8,697 | 392 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| E-Wealth Partners, LLC | History | No change | 8,695 | 392 | 0.28% | 0.28% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,426 | 380 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanager Wealth Management LLP | History | No change | 7,921 | 357 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winter & Associates, Inc. | History | No change | 7,860 | 354 | 0.27% | 0.27% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,638 | 344 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 7,640 | 344 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 7,570 | 341 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 7,531 | 339 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 7,467 | 336 | 0.17% | 0.17% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Eaton-Cambridge Inc. | History | No change | 7,384 | 333 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 7,192 | 324 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | No change | 6,875 | 312 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | No change | 6,895 | 310 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFO Wealth Partners, LLC | History | No change | 6,872 | 309 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,798 | 307 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Buchholz LLC | History | No change | 6,814 | 307 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tillman Hartley LLC | History | No change | 6,732 | 303 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,698 | 302 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 6,495 | 292 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geometric Wealth Advisors | History | No change | 6,451 | 290 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 6,306 | 284 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 6,150 | 277 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | No change | 6,135 | 277 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Orion Capital Management LLC | History | No change | 5,830 | 262 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 5,704 | 257 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,536 | 249 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 5,493 | 247 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | No change | 5,437 | 245 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AA Financial Advisors, LLC | History | No change | 5,316 | 239 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,182 | 233 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,145 | 232 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opulen Financial Group LLC | History | No change | 5,158 | 232 | 0.15% | 0.15% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | No change | 5,059 | 228 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Heck Capital Advisors, LLC | History | No change | 5,050 | 227 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 4,991 | 225 | 0.04% | 0.04% | 199 | +20 | 0.4% | Q3 2026 | Oct 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 4,947 | 223 | 0.09% | 0.09% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 4,848 | 218 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RHS Financial, LLC | History | Reduced | 4,748 | 214 | 0.07% | 0.09% | 202 | -35 | -0.73% | Q3 2026 | Oct 13, 2026 |
| Archer Investment Management, LLC | History | Reduced | 4,693 | 211 | 0.07% | 0.07% | 203 | -20 | -0.42% | Q3 2026 | Oct 13, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 4,609 | 207 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 4,476 | 202 | 0.02% | 0.03% | 205 | -1,574 | -26.02% | Q3 2026 | Oct 08, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 4,439 | 200 | 0.15% | 0.15% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,241 | 191 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 3,424 | 154 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3,308 | 149 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,133 | 141 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 3,077 | 138 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 2,959 | 133 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,823 | 127 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,267 | 102 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,133 | 96 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 1,923 | 87 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,807 | 81 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,520 | 68 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 1,463 | 65 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,391 | 62 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,300 | 58 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timmons Wealth Management, LLC | History | No change | 967 | 43 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 948 | 42 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JNBA Financial Advisors | History | No change | 922 | 41 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Your Advocates Ltd., LLP | History | No change | 825 | 37 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 749 | 33 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 713 | 32 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 708 | 31 | 0.02% | 0.02% | 228 | +3 | 0.43% | Q3 2026 | Oct 13, 2026 |
| Burk Holdings LLC | History | No change | 705 | 31 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seneschal Advisors, LLC | History | No change | 602 | 27 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 588 | 26 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LifeSteps Financial, Inc. | History | No change | 531 | 23 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 299 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 152 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 150 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 154 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 61 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,929 | -100.0% | Q3 2026 | Oct 13, 2026 |