Dimensional ETF Trust - DGCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | History | No change | 1,541,232 | 84,259 | 0.79% | 0.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,342,334 | 73,385 | 7.55% | 8.39% | 2 | +168,832 | 14.39% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 990,203 | 54,134 | 0.0% | 0.0% | 3 | +124,218 | 14.34% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 905,653 | 49,512 | 1.55% | 1.73% | 4 | +62,933 | 7.47% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 819,826 | 44,819 | 0.01% | 0.01% | 5 | +162,981 | 24.81% | Q2 2026 | Aug 03, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 571,496 | 31,243 | 4.79% | 5.45% | 6 | +11,933 | 2.13% | Q2 2026 | Aug 06, 2026 |
| Tencap Wealth Coaching, LLC | History | Added to | 458,254 | 25,071 | 7.95% | 8.98% | 7 | +17,814 | 4.04% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Added to | 386,625 | 21,136 | 0.09% | 0.06% | 8 | +111,202 | 40.37% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 382,291 | 20,899 | 7.13% | 6.38% | 9 | +101,402 | 36.1% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 351,603 | 19,222 | 0.16% | 0.16% | 10 | +42,892 | 13.89% | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 322,435 | 17,627 | 1.74% | 1.9% | 11 | -2,977 | -0.91% | Q2 2026 | Jul 10, 2026 |
| AA Financial Advisors, LLC | History | Added to | 321,150 | 17,557 | 2.11% | 2.41% | 12 | +4,802 | 1.52% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 316,126 | 17,282 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRAVO BAY LLC | History | Added to | 309,509 | 16,920 | 5.86% | 5.88% | 14 | +42,299 | 15.83% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 306,515 | 16,757 | 0.0% | 0.0% | 15 | +285,167 | 1335.8% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 285,441 | 15,605 | 0.24% | 0.27% | 16 | +13,448 | 4.94% | Q2 2026 | Jul 15, 2026 |
| Mattern Wealth Management LLC | History | Added to | 275,196 | 15,044 | 2.47% | 2.81% | 17 | +8,994 | 3.38% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 232,728 | 12,723 | 0.02% | 0.02% | 18 | +10,520 | 4.73% | Q2 2026 | Jul 29, 2026 |
| IMA Advisory Services, Inc. | History | New | 201,876 | 11,036 | 0.69% | — | 19 | +201,876 | New | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 199,814 | 10,923 | 0.03% | 0.04% | 20 | +11,832 | 6.29% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 189,811 | 10,377 | 0.06% | 0.04% | 21 | +90,282 | 90.71% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | New | 188,195 | 10,288 | 0.01% | — | 22 | +188,195 | New | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | Reduced | 175,871 | 9,615 | 0.02% | 0.02% | 23 | -683 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 175,340 | 9,585 | 0.06% | 0.07% | 24 | +6,232 | 3.69% | Q2 2026 | Sep 08, 2026 |
| Outbound Financial Inc | History | Added to | 174,986 | 9,566 | 6.2% | 6.56% | 25 | +13,245 | 8.19% | Q2 2026 | Jul 15, 2026 |
| E-Wealth Partners, LLC | History | Added to | 174,700 | 9,550 | 6.9% | 6.9% | 26 | +16,825 | 10.66% | Q2 2026 | Aug 17, 2026 |
| Apella Capital, LLC | History | Added to | 164,065 | 8,919 | 0.13% | 0.01% | 27 | +154,246 | 1570.89% | Q2 2026 | Jul 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 148,321 | 8,108 | 0.4% | 0.43% | 28 | +7,300 | 5.18% | Q2 2026 | Jul 20, 2026 |
| SageOak Financial, LLC | History | Added to | 139,121 | 7,605 | 4.95% | 4.99% | 30 | +7,855 | 5.98% | Q2 2026 | Jul 14, 2026 |
| APS Management Group, Inc. | History | Added to | 139,112 | 7,605 | 5.84% | 6.15% | 29 | +6,256 | 4.71% | Q2 2026 | Jul 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 137,493 | 7,516 | 0.21% | 0.24% | 31 | -309 | -0.22% | Q2 2026 | Jul 07, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 126,290 | 6,904 | 4.78% | — | 32 | +126,290 | New | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 120,053 | 6,563 | 0.02% | 0.02% | 33 | +1,970 | 1.67% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 116,007 | 6,342 | 0.0% | 0.0% | 34 | +50,454 | 76.97% | Q2 2026 | Aug 03, 2026 |
| Optimus Capital Advisors, LLC | History | Added to | 111,763 | 6,110 | 3.28% | 3.41% | 35 | +5,101 | 4.78% | Q2 2026 | Jul 16, 2026 |
| Vantage Point Financial LLC | History | Added to | 104,528 | 5,714 | 1.74% | 1.91% | 36 | +3,683 | 3.65% | Q2 2026 | Aug 14, 2026 |
| CSP Financial Group, LLC | History | Added to | 102,127 | 5,583 | 4.76% | 5.3% | 37 | +6,536 | 6.84% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 89,737 | 4,905 | 0.0% | 0.0% | 38 | +89,337 | 22334.25% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 87,069 | 4,760 | 0.04% | 0.05% | 39 | -4,906 | -5.33% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 83,013 | 4,538 | 0.03% | 0.04% | 40 | +3,942 | 4.99% | Q2 2026 | Aug 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 80,308 | 4,390 | 0.17% | 0.15% | 41 | +18,810 | 30.59% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 77,808 | 4,253 | 0.01% | 0.0% | 42 | +9,616 | 14.1% | Q2 2026 | Jul 28, 2026 |
| Venture Visionary Partners LLC | History | New | 68,096 | 3,722 | 0.1% | — | 43 | +68,096 | New | Q2 2026 | Jul 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 66,714 | 3,647 | 1.98% | 1.79% | 44 | +12,888 | 23.94% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 62,731 | 3,429 | 0.02% | 0.0% | 45 | +49,794 | 384.9% | Q2 2026 | Aug 18, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 61,927 | 3,385 | 0.54% | — | 46 | +61,927 | New | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 61,067 | 3,338 | 0.03% | 0.04% | 47 | +6,134 | 11.17% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 59,188 | 3,236 | 0.0% | 0.0% | 48 | +10,720 | 22.12% | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 53,974 | 2,950 | 1.3% | — | 49 | +53,974 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 50,999 | 2,788 | 0.0% | 0.0% | 50 | -48 | -0.09% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 49,935 | 2,737 | 0.0% | 0.0% | 51 | +24,119 | 93.43% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 49,914 | 2,728 | 0.92% | 1.0% | 52 | +475 | 0.96% | Q2 2026 | Jul 17, 2026 |
| Stratos Investment Management, LLC | History | Added to | 49,364 | 2,698 | 0.1% | 0.1% | 53 | +2,292 | 4.87% | Q2 2026 | Aug 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 49,439 | 2,676 | 1.0% | 1.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 48,043 | 2,626 | 2.2% | 2.34% | 55 | +1,386 | 2.97% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,946 | 2,512 | 0.01% | 0.01% | 56 | -235 | -0.51% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | Added to | 43,896 | 2,399 | 0.0% | 0.0% | 57 | +963 | 2.24% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 42,645 | 2,331 | 1.46% | 3.06% | 58 | -35,716 | -45.58% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 42,038 | 2,298 | 0.08% | 0.08% | 59 | +2,226 | 5.59% | Q2 2026 | Jul 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 40,712 | 2,226 | 0.04% | 0.03% | 60 | +5,693 | 16.26% | Q2 2026 | Aug 10, 2026 |
| Meredith Wealth Planning | History | Reduced | 39,405 | 2,154 | 0.51% | 0.63% | 61 | -3,446 | -8.04% | Q2 2026 | Jul 24, 2026 |
| GeoWealth Management, LLC | History | Added to | 37,878 | 2,070 | 0.07% | 0.07% | 62 | +3,942 | 11.62% | Q2 2026 | Jul 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 37,733 | 2,062 | 0.07% | 0.1% | 63 | +6,148 | 19.46% | Q2 2026 | Aug 06, 2026 |
| Two West Capital Advisors LLC | History | Added to | 36,030 | 1,949 | 0.97% | 0.88% | 64 | +5,334 | 17.38% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,290 | 1,879 | 0.06% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 34,255 | 1,872 | 0.06% | 0.06% | 66 | -442 | -1.27% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | Added to | 33,351 | 1,823 | 0.09% | 0.08% | 67 | +2,427 | 7.85% | Q2 2026 | Jul 16, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 31,688 | 1,691 | 0.1% | 0.05% | 68 | +19,610 | 162.36% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 27,411 | 1,498 | 0.03% | 0.02% | 69 | +14,158 | 106.83% | Q2 2026 | Aug 03, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | Added to | 25,908 | 1,416 | 0.19% | 0.52% | 70 | +658 | 2.61% | Q2 2026 | Aug 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 25,315 | 1,383 | 0.33% | 0.37% | 71 | +554 | 2.24% | Q2 2026 | Jul 09, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 25,120 | 1,373 | 0.53% | 0.53% | 72 | +830 | 3.42% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,266 | 1,271 | 0.03% | 0.03% | 73 | +957 | 4.29% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | New | 21,982 | 1,202 | 0.0% | — | 74 | +21,982 | New | Q2 2026 | Aug 12, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 19,906 | 1,078 | 0.28% | 0.18% | 75 | +8,619 | 76.36% | Q2 2026 | Jul 20, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 17,527 | 958 | 0.12% | 0.13% | 76 | +238 | 1.38% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | New | 16,018 | 875 | 0.01% | — | 77 | +16,018 | New | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | New | 16,028 | 855 | 0.01% | — | 79 | +16,028 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 16,028 | 855 | 0.01% | 0.02% | 78 | +392 | 2.51% | Q2 2026 | Jul 29, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 15,212 | 831 | 0.21% | 0.23% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrature Capital Ltd | History | New | 14,937 | 816 | 0.01% | — | 81 | +14,937 | New | Q2 2026 | Aug 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 14,283 | 780 | 0.25% | 0.28% | 82 | -68 | -0.47% | Q2 2026 | Jul 15, 2026 |
| Foundry Financial LLC | History | Added to | 14,068 | 769 | 0.26% | 0.25% | 83 | +3,275 | 30.34% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 13,420 | 733 | 0.01% | — | 84 | +13,420 | New | Q2 2026 | Jul 28, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 13,084 | 715 | 0.22% | 0.3% | 85 | -3,178 | -19.54% | Q2 2026 | Aug 07, 2026 |
| Altman Advisors, Inc. | History | New | 12,608 | 689 | 0.25% | — | 86 | +12,608 | New | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,408 | 678 | 0.0% | 0.0% | 87 | +1,167 | 10.38% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,391 | 622 | 0.01% | 0.01% | 88 | +209 | 1.87% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,242 | 614 | 0.01% | 0.01% | 89 | +6,325 | 128.64% | Q2 2026 | Aug 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 10,975 | 600 | 0.12% | 0.13% | 90 | +278 | 2.6% | Q2 2026 | Jul 15, 2026 |
| Ponta Wealth Partners, LLC | History | New | 10,781 | 589 | 0.32% | — | 91 | +10,781 | New | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Added to | 9,733 | 532 | 0.01% | 0.01% | 92 | +77 | 0.8% | Q2 2026 | Aug 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 9,446 | 516 | 0.37% | 0.38% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 9,403 | 514 | 0.37% | 0.46% | 94 | -445 | -4.52% | Q2 2026 | Aug 11, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 9,125 | 498 | 0.38% | 0.33% | 95 | +1,825 | 25.0% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 9,098 | 497 | 0.12% | — | 96 | +9,098 | New | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Added to | 8,994 | 491 | 0.0% | 0.0% | 97 | +333 | 3.84% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,941 | 488 | 0.03% | 0.03% | 98 | +434 | 5.1% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,532 | 466 | 0.01% | 0.01% | 99 | +1,308 | 18.11% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,198 | 393 | 0.0% | 0.0% | 100 | -2,968 | -29.2% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 7,124 | 389 | 0.09% | 0.1% | 101 | -250 | -3.39% | Q2 2026 | Jul 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,926 | 378 | 0.0% | 0.0% | 102 | +79 | 1.15% | Q2 2026 | Jul 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 6,902 | 377 | 0.11% | 0.12% | 103 | +45 | 0.66% | Q2 2026 | Jul 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,823 | 373 | 0.05% | 0.06% | 104 | +12 | 0.18% | Q2 2026 | Jul 14, 2026 |
| Abel Hall, LLC | History | Added to | 6,747 | 368 | 0.06% | 0.07% | 105 | +282 | 4.36% | Q2 2026 | Jul 24, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,692 | 365 | 0.15% | 0.17% | 106 | +76 | 1.15% | Q2 2026 | Jul 13, 2026 |
| Concord Wealth Partners | History | Added to | 6,667 | 364 | 0.04% | 0.04% | 107 | +394 | 6.28% | Q2 2026 | Jul 27, 2026 |
| Apollon Financial, LLC | History | New | 6,487 | 354 | 0.04% | — | 108 | +6,487 | New | Q2 2026 | Jul 22, 2026 |
| Williams & Novak, LLC | History | Added to | 6,114 | 334 | 0.22% | 0.24% | 109 | +250 | 4.26% | Q2 2026 | Jul 08, 2026 |
| WINNACLE WEALTH LLC | History | New | 6,027 | 329 | 0.22% | — | 110 | +6,027 | New | Q2 2026 | Jul 21, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 5,457 | 298 | 0.14% | 0.27% | 111 | -4,187 | -43.42% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,185 | 283 | 0.0% | 0.0% | 112 | +219 | 4.41% | Q2 2026 | Aug 06, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,961 | 271 | 0.06% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,763 | 260 | 0.02% | — | 114 | +4,763 | New | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,688 | 256 | 0.0% | 0.01% | 115 | -30 | -0.64% | Q2 2026 | Jul 31, 2026 |
| NWAM LLC | History | New | 4,396 | 240 | 0.01% | — | 116 | +4,396 | New | Q2 2026 | Jul 23, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 4,349 | 237 | 0.18% | 0.23% | 117 | -592 | -11.98% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 4,046 | 221 | 0.09% | 0.1% | 118 | -62 | -1.51% | Q2 2026 | Aug 14, 2026 |
| Austin Asset Management Co Inc | History | No change | 3,940 | 215 | 0.03% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,942 | 215 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | Added to | 2,426 | 132 | 0.0% | 0.26% | 121 | +775 | 46.94% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | Added to | 2,124 | 116 | 0.06% | 0.06% | 122 | +111 | 5.51% | Q2 2026 | Aug 11, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,510 | 82 | 0.01% | 0.01% | 123 | +495 | 48.77% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,465 | 80 | 0.01% | 0.01% | 124 | +78 | 5.62% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,134 | 61 | 0.0% | 0.0% | 125 | -455 | -28.63% | Q2 2026 | Aug 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,116 | 61 | 0.03% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,100 | 60 | 0.0% | 0.0% | 127 | -495 | -31.03% | Q2 2026 | Jul 06, 2026 |
| City State Bank | History | No change | 1,000 | 54 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CWM, LLC | History | No change | 829 | 44 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 742 | 40 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | Reduced | 279 | 15 | 0.0% | 0.0% | 131 | -72 | -20.51% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 235 | 12 | 0.0% | 0.0% | 132 | +11 | 4.91% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 209 | 11 | 0.0% | — | 133 | +209 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 150 | 8 | 0.0% | — | 134 | +150 | New | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 61 | 3 | 0.0% | — | 136 | +61 | New | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -82,612 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Broadhurst Jeffrey B | History | Closed out | 0 | 0 | — | 2.09% | — | -37,708 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,264 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -24,080 | -100.0% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,020 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,579 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,661 | -100.0% | Q2 2026 | Aug 04, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |