Dimensional ETF Trust - DUHP
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 51,655,115 | 2,155,567 | 2.66% | 2.65% | 1 | +2,924,177 | 6.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | Added to | 21,465,179 | 895,741 | 0.92% | 0.85% | 2 | +1,077,532 | 5.29% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | Added to | 8,669,488 | 361,777 | 4.65% | 4.4% | 3 | +209,814 | 2.48% | Q2 2026 | Jul 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 8,256,614 | 344,548 | 4.39% | 4.13% | 4 | +430,878 | 5.51% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,104,606 | 171,285 | 0.04% | 0.04% | 5 | +447,111 | 12.22% | Q2 2026 | Sep 23, 2026 |
| Apella Capital, LLC | History | Added to | 4,123,403 | 171,121 | 2.42% | 2.28% | 6 | +231,456 | 5.95% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,851,505 | 160,723 | 1.36% | 1.22% | 7 | +550,494 | 16.68% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Reduced | 3,613,141 | 150,776 | 0.64% | 0.67% | 8 | -853,512 | -19.11% | Q2 2026 | Aug 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,354,088 | 139,966 | 6.06% | 4.91% | 9 | +837,787 | 33.29% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | Added to | 3,144,475 | 131,218 | 3.49% | 3.36% | 10 | +71,406 | 2.32% | Q2 2026 | Jul 07, 2026 |
| ASSETMARK, INC | History | Added to | 3,078,885 | 128,481 | 0.22% | 0.0% | 11 | +3,075,461 | 89820.71% | Q2 2026 | Jul 30, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 3,014,121 | 125,779 | 10.56% | 9.97% | 12 | +53,925 | 1.82% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,871,276 | 119,818 | 0.04% | 0.04% | 13 | +138,183 | 5.06% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 2,833,446 | 118,239 | 0.16% | 0.2% | 14 | -922,234 | -24.56% | Q2 2026 | Aug 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,668,836 | 111,370 | 2.55% | 2.47% | 15 | +38,178 | 1.45% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,647,486 | 110,480 | 0.69% | 0.71% | 16 | +167,875 | 6.77% | Q2 2026 | Jul 20, 2026 |
| RW Investment Management LLC | History | Added to | 2,644,596 | 110,358 | 9.69% | 9.21% | 17 | +56,414 | 2.18% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 2,354,573 | 98,256 | 4.85% | 4.93% | 18 | -101,850 | -4.15% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,227,918 | 92,971 | 0.52% | 0.47% | 19 | +240,193 | 12.08% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,109,650 | 88,035 | 9.8% | 9.34% | 20 | +70,981 | 3.48% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Reduced | 2,100,442 | 87,651 | 0.01% | 0.01% | 21 | -47,959 | -2.23% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,089,651 | 87,201 | 0.08% | 0.08% | 22 | -18,149 | -0.86% | Q2 2026 | Aug 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 2,047,480 | 85,441 | 5.35% | 5.34% | 23 | -91,847 | -4.29% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,989,330 | 83,014 | 0.39% | 0.37% | 24 | +103,183 | 5.47% | Q2 2026 | Aug 18, 2026 |
| Savant Capital, LLC | History | Added to | 1,938,510 | 81,548 | 0.24% | 0.11% | 25 | +1,303,554 | 205.3% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,893,297 | 79,007 | 3.07% | 2.25% | 26 | +569,857 | 43.06% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,847,579 | 77,099 | 0.22% | 0.26% | 27 | +58,236 | 3.25% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,846,253 | 77,044 | 0.87% | 0.77% | 28 | +818,159 | 79.58% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,745,434 | 72,836 | 0.02% | 0.02% | 29 | +80,536 | 4.84% | Q2 2026 | Aug 14, 2026 |
| Planning Center, Inc. | History | Added to | 1,673,148 | 69,820 | 6.59% | 6.15% | 30 | +20,923 | 1.27% | Q2 2026 | Jul 29, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,609,605 | 67,168 | 7.18% | 7.14% | 31 | +92,595 | 6.1% | Q2 2026 | Jul 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,499,680 | 62,581 | 0.0% | 0.0% | 32 | +73,517 | 5.15% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | Reduced | 1,393,666 | 58,157 | 3.76% | 6.04% | 33 | -767,643 | -35.52% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,364,264 | 56,930 | 0.54% | 0.91% | 34 | -1,351,541 | -49.77% | Q2 2026 | Aug 06, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,344,748 | 56,116 | 8.95% | 8.51% | 35 | +33,045 | 2.52% | Q2 2026 | Aug 13, 2026 |
| Retirement Solution LLC | History | Added to | 1,317,557 | 54,981 | 10.75% | 11.4% | 36 | +5,943 | 0.45% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,310,344 | 54,680 | 0.51% | 0.53% | 37 | -780 | -0.06% | Q2 2026 | Aug 14, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,286,243 | 53,674 | 9.56% | 9.28% | 38 | +86,170 | 7.18% | Q2 2026 | Aug 06, 2026 |
| Symmetry Partners, LLC | History | Reduced | 1,263,811 | 52,738 | 2.69% | 2.71% | 39 | -26,299 | -2.04% | Q2 2026 | Jul 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 1,236,979 | 51,619 | 5.11% | 4.85% | 40 | +11,958 | 0.98% | Q2 2026 | Jul 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,218,192 | 50,835 | 7.23% | 6.89% | 41 | +29,005 | 2.44% | Q2 2026 | Jul 20, 2026 |
| Burton Enright Welch | History | Added to | 1,194,965 | 49,865 | 5.86% | 5.56% | 42 | +81,552 | 7.32% | Q2 2026 | Jul 17, 2026 |
| Meredith Wealth Planning | History | Reduced | 1,189,266 | 49,628 | 11.71% | 11.95% | 43 | -10,356 | -0.86% | Q2 2026 | Jul 24, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,172,200 | 48,915 | 0.93% | 0.93% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,172,200 | 48,915 | 0.81% | 0.8% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenspring Advisors, LLC | History | Added to | 1,171,057 | 48,868 | 2.71% | 2.57% | 46 | +25,445 | 2.22% | Q2 2026 | Aug 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,166,460 | 48,676 | 3.57% | 3.33% | 47 | -82,246 | -6.59% | Q2 2026 | Aug 03, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 1,164,049 | 48,575 | 11.22% | 12.49% | 48 | -66,211 | -5.38% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,140,749 | 47,603 | 0.64% | 0.62% | 49 | +45,097 | 4.12% | Q2 2026 | Aug 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,124,058 | 46,906 | 13.06% | 12.94% | 50 | -61,856 | -5.22% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,118,988 | 46,180 | 0.92% | 0.96% | 51 | +26,291 | 2.41% | Q2 2026 | Jul 29, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,100,692 | 45,931 | 1.4% | 1.4% | 52 | +20,443 | 1.89% | Q2 2026 | Jul 09, 2026 |
| Timonier Family Office, LTD. | History | New | 1,072,005 | 44,734 | 12.63% | — | 53 | +1,072,005 | New | Q2 2026 | Aug 03, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,070,846 | 44,525 | 9.62% | 9.25% | 54 | +22,195 | 2.12% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Reduced | 1,024,210 | 42,735 | 0.04% | 0.06% | 55 | -297,265 | -22.49% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 910,279 | 37,985 | 0.3% | 0.27% | 56 | +128,860 | 16.49% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 903,486 | 37,702 | 0.32% | 0.33% | 57 | -16,453 | -1.79% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 898,765 | 37,631 | 0.06% | 0.12% | 58 | -653,471 | -42.1% | Q2 2026 | Jul 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 1,014,748 | 37,302 | 1.16% | 1.16% | 59 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 864,360 | 36,069 | 13.61% | 13.3% | 60 | +39,344 | 4.77% | Q2 2026 | Aug 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 863,227 | 36,022 | 3.71% | 3.74% | 61 | +92,086 | 11.94% | Q2 2026 | Jul 31, 2026 |
| Woodward Financial Advisors, Inc. | History | Added to | 858,310 | 35,817 | 11.97% | 11.73% | 62 | +8,534 | 1.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 853,116 | 35,600 | 0.59% | 0.68% | 63 | -122,932 | -12.59% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 850,842 | 35,505 | 0.05% | 0.05% | 64 | +15,842 | 1.9% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 824,569 | 34,409 | 0.17% | 0.17% | 65 | +4,221 | 0.51% | Q2 2026 | Jul 17, 2026 |
| United Wealth Management, LLC | History | Added to | 788,373 | 32,898 | 7.4% | 7.08% | 66 | +13,098 | 1.69% | Q2 2026 | Jul 23, 2026 |
| True Wealth Design, LLC | History | Added to | 784,807 | 32,749 | 7.79% | 7.35% | 67 | +63,767 | 8.84% | Q2 2026 | Jul 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 783,936 | 32,713 | 1.03% | 1.01% | 68 | +22,499 | 2.95% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Added to | 779,090 | 32,511 | 0.15% | 0.15% | 69 | +34,241 | 4.6% | Q2 2026 | Aug 03, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 767,921 | 32,045 | 6.57% | 6.34% | 70 | +14,582 | 1.94% | Q2 2026 | Aug 13, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 763,427 | 31,857 | 19.89% | 19.95% | 71 | +27,525 | 3.74% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 724,151 | 30,218 | 0.01% | 0.01% | 72 | +110,492 | 18.01% | Q2 2026 | Aug 07, 2026 |
| LVZ, Inc. | History | Added to | 700,148 | 29,217 | 2.97% | 2.88% | 73 | +12,886 | 1.87% | Q2 2026 | Jul 09, 2026 |
| WPWealth LLP | History | Added to | 695,197 | 29,010 | 4.3% | 3.77% | 74 | +24,539 | 3.66% | Q2 2026 | Aug 10, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 694,265 | 28,971 | 2.53% | 2.78% | 75 | -23,657 | -3.3% | Q2 2026 | Jul 21, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 692,349 | 28,891 | 3.67% | 3.52% | 76 | +19,378 | 2.88% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 691,936 | 28,874 | 0.42% | 0.43% | 77 | +13,658 | 2.01% | Q2 2026 | Jul 14, 2026 |
| CVA Family Office, LLC | History | Added to | 686,275 | 28,638 | 2.59% | 2.45% | 78 | +52,290 | 8.25% | Q2 2026 | Aug 07, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 670,845 | 27,994 | 6.96% | 6.53% | 79 | +23,740 | 3.67% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 664,486 | 27,729 | 0.03% | 0.03% | 80 | +9,624 | 1.47% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 647,840 | 26,820 | 0.0% | 0.0% | 81 | +5,728 | 0.89% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 639,416 | 26,682 | 0.83% | 0.9% | 82 | -2,703 | -0.42% | Q2 2026 | Jul 31, 2026 |
| Efficient Advisors, LLC | History | No change | 715,575 | 26,304 | 1.87% | 1.87% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 625,157 | 26,087 | 4.0% | 3.83% | 84 | +45,947 | 7.93% | Q2 2026 | Aug 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 701,173 | 25,778 | 3.22% | 3.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 609,075 | 25,416 | 1.55% | 1.43% | 86 | +30,914 | 5.35% | Q2 2026 | Aug 05, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 602,549 | 25,144 | 7.57% | 7.27% | 87 | +18,223 | 3.12% | Q2 2026 | Aug 07, 2026 |
| Elser Financial Planning, Inc | History | Added to | 589,420 | 24,596 | 1.07% | 1.0% | 88 | +27,396 | 4.87% | Q2 2026 | Jul 14, 2026 |
| Oceanside Advisors LLC | History | Added to | 584,073 | 24,373 | 12.3% | 11.84% | 89 | +19,548 | 3.46% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 661,497 | 24,316 | 0.99% | 1.3% | 90 | -45,418 | -6.42% | Q2 2026 | Jul 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 564,443 | 23,554 | 0.56% | 0.56% | 91 | +15,770 | 2.87% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial LLC | History | Added to | 557,469 | 23,263 | 7.83% | 7.71% | 92 | +62,056 | 12.53% | Q2 2026 | Jul 21, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 555,479 | 23,180 | 5.05% | 4.87% | 93 | +9,953 | 1.82% | Q2 2026 | Aug 11, 2026 |
| Opus Capital Group, LLC | History | Added to | 549,188 | 22,918 | 2.22% | 2.13% | 94 | +9,774 | 1.81% | Q2 2026 | Jul 31, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 548,221 | 22,805 | 1.24% | 2.3% | 95 | -419,081 | -43.32% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 545,024 | 22,743 | 0.15% | 0.16% | 96 | +13,465 | 2.53% | Q2 2026 | Sep 08, 2026 |
| Premier Financial Group | History | Reduced | 538,358 | 22,465 | 4.52% | 3.46% | 97 | -6,149 | -1.13% | Q2 2026 | Sep 18, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 533,313 | 22,255 | 6.31% | 6.23% | 98 | +5,491 | 1.04% | Q2 2026 | Jul 28, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 510,521 | 21,304 | 9.97% | 9.87% | 99 | +16,180 | 3.27% | Q2 2026 | Aug 07, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 509,323 | 21,254 | 4.96% | 4.86% | 100 | +8,555 | 1.71% | Q2 2026 | Jul 30, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 502,699 | 20,977 | 6.61% | 6.54% | 101 | -7,004 | -1.37% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 500,172 | 20,872 | 0.1% | 0.03% | 102 | +304,711 | 155.89% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 499,261 | 20,834 | 0.06% | 0.06% | 103 | +19,180 | 4.0% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 498,720 | 20,811 | 10.21% | 10.94% | 104 | -39,236 | -7.29% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 492,776 | 20,564 | 0.05% | 0.03% | 105 | +146,519 | 42.32% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 485,589 | 20,265 | 0.02% | 0.02% | 106 | +54,650 | 12.68% | Q2 2026 | Aug 14, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 483,926 | 20,194 | 10.02% | 9.31% | 107 | +41,747 | 9.44% | Q2 2026 | Jul 30, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 480,387 | 20,046 | 16.38% | 16.36% | 108 | +7,759 | 1.64% | Q2 2026 | Aug 05, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 479,061 | 19,991 | 7.01% | 6.65% | 109 | +8,675 | 1.84% | Q2 2026 | Aug 04, 2026 |
| Envision Financial Planning, LLC | History | Added to | 475,633 | 19,848 | 6.46% | 6.14% | 110 | +14,206 | 3.08% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | Added to | 470,037 | 19,614 | 7.25% | 6.13% | 111 | +80,840 | 20.77% | Q2 2026 | Aug 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 468,852 | 19,565 | 6.94% | 6.65% | 112 | -2,350 | -0.5% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 460,604 | 19,221 | 0.41% | 0.43% | 113 | +24,894 | 5.71% | Q2 2026 | Aug 03, 2026 |
| Syverson Strege & Co | History | Added to | 458,250 | 19,122 | 4.17% | 4.03% | 114 | +2,564 | 0.56% | Q2 2026 | Aug 06, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 454,027 | 18,946 | 6.46% | 6.52% | 115 | +31,343 | 7.42% | Q2 2026 | Jul 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 451,548 | 18,843 | 3.23% | 3.03% | 116 | +3,222 | 0.72% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 445,044 | 18,571 | 0.02% | 0.02% | 117 | -12,023 | -2.63% | Q2 2026 | Aug 12, 2026 |
| Level Financial Advisors | History | Added to | 435,560 | 18,175 | 4.06% | 3.93% | 118 | +16,171 | 3.86% | Q2 2026 | Jul 15, 2026 |
| Financial Harvest, LLC | History | Added to | 424,477 | 17,713 | 7.32% | 8.36% | 119 | +38,357 | 9.93% | Q2 2026 | Aug 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 417,293 | 17,413 | 5.26% | 4.91% | 120 | +38,193 | 10.07% | Q2 2026 | Jul 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 411,800 | 17,184 | 1.95% | 1.92% | 121 | +6,140 | 1.51% | Q2 2026 | Jul 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 399,989 | 16,691 | 0.18% | 0.19% | 122 | +4,412 | 1.12% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 399,989 | 16,691 | 0.99% | 0.99% | 123 | +4,412 | 1.12% | Q2 2026 | Aug 05, 2026 |
| Austin Asset Management Co Inc | History | Added to | 396,161 | 16,531 | 2.3% | 2.33% | 124 | +10,304 | 2.67% | Q2 2026 | Jul 31, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 393,725 | 16,430 | 10.66% | 10.43% | 125 | -12,163 | -3.0% | Q2 2026 | Jul 20, 2026 |
| 25 LLC | History | Added to | 392,450 | 16,376 | 4.48% | 4.22% | 126 | +20,377 | 5.48% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 388,031 | 16,192 | 2.13% | 2.01% | 127 | +49,076 | 14.48% | Q2 2026 | Aug 11, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 379,331 | 15,829 | 2.39% | 2.26% | 128 | +18,152 | 5.03% | Q2 2026 | Jul 23, 2026 |
| Gemmer Asset Management LLC | History | Added to | 378,691 | 15,802 | 1.06% | 1.04% | 129 | +20,693 | 5.78% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 375,308 | 15,661 | 0.02% | 0.01% | 130 | +166,890 | 80.07% | Q2 2026 | Aug 13, 2026 |
| MATAURO, LLC | History | Added to | 374,021 | 15,607 | 2.06% | 1.89% | 131 | +17,377 | 4.87% | Q2 2026 | Jul 21, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 372,203 | 15,532 | 4.46% | 4.08% | 132 | +39,808 | 11.98% | Q2 2026 | Aug 07, 2026 |
| Applied Capital LLC | History | Added to | 370,116 | 15,444 | 4.98% | 4.83% | 133 | +18,481 | 5.26% | Q2 2026 | Jul 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 368,577 | 15,380 | 7.17% | 6.84% | 134 | +11,450 | 3.21% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | Added to | 366,690 | 15,306 | 0.02% | 0.02% | 135 | +22,729 | 6.61% | Q2 2026 | Aug 14, 2026 |
| Aspen Private Advisors, LLC | History | New | 351,240 | 14,657 | 14.7% | — | 136 | +351,240 | New | Q2 2026 | Jul 31, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 346,325 | 14,452 | 5.56% | 5.36% | 137 | +5,063 | 1.48% | Q2 2026 | Aug 10, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 342,901 | 14,309 | 3.74% | 3.62% | 138 | +13,567 | 4.12% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 338,698 | 14,131 | 1.44% | — | 139 | +338,698 | New | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 338,368 | 14,120 | 0.03% | 0.03% | 140 | +80,151 | 31.04% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 334,430 | 13,955 | 0.1% | 0.09% | 141 | +1,257 | 0.38% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 332,562 | 13,877 | 1.15% | 1.29% | 142 | -928 | -0.28% | Q2 2026 | Jul 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 331,798 | 13,845 | 3.55% | 4.5% | 143 | -96,045 | -22.45% | Q2 2026 | Jul 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 320,624 | 13,379 | 4.11% | 3.76% | 144 | +21,273 | 7.11% | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 319,502 | 13,333 | 0.0% | 0.0% | 145 | -84,002 | -20.82% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 317,648 | 13,255 | 1.67% | 1.64% | 146 | +32,070 | 11.23% | Q2 2026 | Jul 27, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 319,146 | 13,212 | 9.89% | 9.66% | 147 | +9,376 | 3.03% | Q2 2026 | Jul 07, 2026 |
| Invst, LLC | History | Added to | 296,689 | 12,380 | 1.21% | 1.16% | 148 | +17,123 | 6.12% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 293,852 | 12,262 | 2.12% | 2.28% | 149 | +2,900 | 1.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 292,388 | 12,201 | 7.3% | 6.84% | 150 | +6,035 | 2.11% | Q2 2026 | Aug 05, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 288,982 | 12,050 | 5.71% | 5.22% | 151 | +41,034 | 16.55% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 287,882 | 12,013 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 288,943 | 11,895 | 3.81% | 3.75% | 153 | +17,098 | 6.29% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 283,699 | 11,838 | 0.18% | 0.19% | 154 | -1,294 | -0.45% | Q2 2026 | Jul 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 279,330 | 11,656 | 0.46% | 0.4% | 155 | +34,513 | 14.1% | Q2 2026 | Aug 12, 2026 |
| Vestment Financial LLC | History | Added to | 266,963 | 11,132 | 4.99% | 4.69% | 156 | +13,958 | 5.52% | Q2 2026 | Jul 24, 2026 |
| RCS Financial Planning, LLC | History | Added to | 266,126 | 11,105 | 5.26% | 4.93% | 157 | +7,386 | 2.85% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 265,683 | 11,086 | 0.17% | 0.16% | 158 | -3,391 | -1.26% | Q2 2026 | Aug 10, 2026 |
| Sollinda Capital Management LLC | History | Added to | 265,378 | 11,074 | 2.36% | 2.02% | 159 | +38,779 | 17.11% | Q2 2026 | Aug 05, 2026 |
| VANCE WEALTH, LLC | History | Added to | 259,581 | 10,832 | 2.44% | 2.72% | 160 | +3,111 | 1.21% | Q2 2026 | Aug 14, 2026 |
| CSP Financial Group, LLC | History | Added to | 257,260 | 10,735 | 9.15% | 8.81% | 161 | +23,098 | 9.86% | Q2 2026 | Jul 27, 2026 |
| WorthPointe, LLC | History | Added to | 256,848 | 10,718 | 2.69% | 2.44% | 162 | +11,331 | 4.62% | Q2 2026 | Jul 31, 2026 |
| Warburton Capital Management, LLC | History | Added to | 256,447 | 10,701 | 4.35% | 3.94% | 163 | +44,430 | 20.96% | Q2 2026 | Jul 31, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 253,909 | 10,595 | 1.98% | 1.78% | 164 | +7,510 | 3.05% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | Added to | 252,333 | 10,529 | 0.12% | 0.12% | 165 | +22,768 | 9.92% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 247,722 | 10,337 | 0.08% | 0.08% | 166 | -6,762 | -2.66% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 245,841 | 10,258 | 1.16% | 1.09% | 167 | +21,245 | 9.46% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 245,417 | 10,241 | 0.03% | 0.03% | 168 | +13,974 | 6.04% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 245,359 | 10,238 | 0.47% | 0.48% | 169 | -6,561 | -2.6% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | Added to | 242,967 | 10,139 | 0.02% | 0.02% | 170 | +18,609 | 8.29% | Q2 2026 | Aug 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 239,033 | 9,974 | 5.71% | 5.84% | 171 | +2,705 | 1.14% | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 237,898 | 9,927 | 0.02% | 0.02% | 172 | -18,946 | -7.38% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 235,557 | 9,829 | 0.28% | 0.28% | 173 | -6,248 | -2.58% | Q2 2026 | Jul 07, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 232,664 | 9,709 | 7.46% | 7.61% | 174 | +2,166 | 0.94% | Q2 2026 | Jul 17, 2026 |
| Trailhead Planners LLC | History | Reduced | 231,104 | 9,643 | 9.32% | 8.99% | 175 | -23,864 | -9.36% | Q2 2026 | Aug 06, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 231,062 | 9,555 | 1.31% | 0.79% | 176 | -70,858 | -23.47% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 220,492 | 9,201 | 0.71% | 0.65% | 177 | -1,315 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 213,883 | 8,925 | 0.9% | 0.88% | 178 | +3,893 | 1.85% | Q2 2026 | Jul 17, 2026 |
| Sanchez Levi Garrett | History | Added to | 212,437 | 8,864 | 4.81% | 4.71% | 179 | +8,240 | 4.04% | Q2 2026 | Aug 14, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 209,310 | 8,734 | 2.22% | 2.28% | 180 | -1,934 | -0.92% | Q2 2026 | Jul 21, 2026 |
| Disciplined Investments, LLC | History | Added to | 207,790 | 8,671 | 2.8% | 2.53% | 181 | +16,161 | 8.43% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 205,226 | 8,564 | 0.0% | 0.0% | 182 | +199,316 | 3372.52% | Q2 2026 | Aug 14, 2026 |
| TABLEAUX LLC | History | Added to | 204,521 | 8,534 | 3.59% | 3.48% | 183 | +8,916 | 4.56% | Q2 2026 | Aug 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 200,033 | 8,347 | 1.34% | 1.36% | 184 | +49,130 | 32.56% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 202,826 | 8,307 | 0.0% | 0.0% | 185 | +53,360 | 35.7% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 195,348 | 8,151 | 0.13% | — | 186 | +195,348 | New | Q2 2026 | Jul 28, 2026 |
| E-Wealth Partners, LLC | History | Added to | 192,898 | 8,049 | 5.82% | 5.33% | 187 | +13,175 | 7.33% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 189,892 | 7,924 | 0.07% | 0.07% | 188 | +3,293 | 1.76% | Q2 2026 | Jul 27, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 187,855 | 7,839 | 0.94% | 1.0% | 189 | -4,358 | -2.27% | Q2 2026 | Jul 17, 2026 |
| Security Financial Services, INC. | History | Reduced | 187,696 | 7,832 | 1.09% | 1.13% | 190 | -7,249 | -3.72% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 186,377 | 7,777 | 0.04% | 0.02% | 191 | +110,504 | 145.64% | Q2 2026 | Aug 11, 2026 |
| Emprise Bank | History | Added to | 183,892 | 7,673 | 2.83% | 1.86% | 192 | +57,478 | 45.47% | Q2 2026 | Jul 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 180,837 | 7,546 | 0.56% | 0.52% | 193 | +8,686 | 5.05% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 178,294 | 7,440 | 0.0% | 0.0% | 194 | +76,420 | 75.01% | Q2 2026 | Aug 14, 2026 |
| Optimus Capital Advisors, LLC | History | Added to | 178,005 | 7,428 | 3.99% | 3.85% | 195 | +783 | 0.44% | Q2 2026 | Jul 16, 2026 |
| Vested Financial Planning, LLC | History | Added to | 175,990 | 7,344 | 4.93% | 4.72% | 196 | +7,358 | 4.36% | Q2 2026 | Aug 05, 2026 |
| Waycross Investment Management Co | History | Reduced | 174,485 | 7,281 | 5.54% | 6.34% | 197 | -5,995 | -3.32% | Q2 2026 | Jul 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 174,460 | 7,280 | 1.77% | 1.56% | 198 | +28,535 | 19.55% | Q2 2026 | Jul 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 174,112 | 7,265 | 3.7% | 3.51% | 199 | +7,464 | 4.48% | Q2 2026 | Jul 20, 2026 |
| Shore Point Advisors, LLC | History | Added to | 212,882 | 7,223 | 2.47% | 2.4% | 200 | +12,481 | 6.23% | Q2 2026 | Jul 14, 2026 |
| Entelevest, LLC | History | Added to | 170,058 | 7,096 | 6.06% | 6.07% | 201 | +5,032 | 3.05% | Q2 2026 | Jul 22, 2026 |
| BluePrint Investing LLC | History | Reduced | 167,297 | 6,981 | 5.22% | 4.91% | 202 | -364 | -0.22% | Q2 2026 | Jul 17, 2026 |
| Layline Advisors, LLC | History | Added to | 166,295 | 6,939 | 6.22% | 5.9% | 203 | +22,886 | 15.96% | Q2 2026 | Aug 20, 2026 |
| Kooman & Associates | History | Reduced | 162,967 | 6,800 | 1.83% | 6.19% | 204 | -401,799 | -71.14% | Q2 2026 | Jul 22, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 160,005 | 6,677 | 2.6% | 2.2% | 205 | +32,810 | 25.8% | Q2 2026 | Jul 13, 2026 |
| Aspen Wealth Management LLC | History | Added to | 157,779 | 6,584 | 1.12% | 1.16% | 206 | +91 | 0.06% | Q2 2026 | Jul 31, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 156,153 | 6,470 | 1.74% | 1.66% | 207 | +6,000 | 4.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 153,960 | 6,424 | 1.21% | 0.96% | 208 | +30,025 | 24.23% | Q2 2026 | Sep 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 153,521 | 6,406 | 0.51% | 0.51% | 209 | +4,630 | 3.11% | Q2 2026 | Aug 06, 2026 |
| REDW Wealth LLC | History | Reduced | 152,395 | 6,359 | 2.28% | 2.74% | 210 | -34,229 | -18.34% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 151,985 | 6,342 | 0.01% | 0.01% | 211 | -16,616 | -9.86% | Q2 2026 | Aug 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 151,174 | 6,308 | 3.78% | 3.76% | 212 | +15 | 0.01% | Q2 2026 | Jul 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 147,723 | 6,164 | 2.43% | 2.31% | 213 | +5,281 | 3.71% | Q2 2026 | Jul 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 143,462 | 6,006 | 0.93% | 0.96% | 214 | +1,104 | 0.78% | Q2 2026 | Jul 30, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 141,876 | 5,920 | 0.93% | 0.98% | 215 | -19,798 | -12.25% | Q2 2026 | Aug 07, 2026 |
| Corus Family Wealth Advisors | History | Added to | 139,787 | 5,833 | 4.02% | 4.04% | 216 | +4,704 | 3.48% | Q2 2026 | Jul 30, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 138,456 | 5,777 | 0.53% | 0.69% | 217 | -42,744 | -23.59% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 136,464 | 5,694 | 0.35% | 0.31% | 218 | +22,190 | 19.42% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 134,718 | 5,618 | 1.28% | 1.15% | 219 | +5,189 | 4.01% | Q2 2026 | Jul 08, 2026 |
| Financial Connections Group, Inc. | History | No change | 150,502 | 5,532 | 1.92% | 1.92% | 220 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 128,485 | 5,361 | 0.1% | 0.13% | 221 | -69,777 | -35.19% | Q2 2026 | Aug 05, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 127,757 | 5,331 | 2.32% | 2.13% | 222 | +20,668 | 19.3% | Q2 2026 | Jul 21, 2026 |
| BetterWealth, LLC | History | Reduced | 125,450 | 5,235 | 0.93% | 0.93% | 223 | -3,500 | -2.71% | Q2 2026 | Jul 21, 2026 |
| Strategent Financial, LLC | History | Added to | 124,866 | 5,210 | 3.0% | 2.92% | 224 | +7,990 | 6.84% | Q2 2026 | Aug 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 124,314 | 5,187 | 0.68% | 0.64% | 225 | +7,641 | 6.55% | Q2 2026 | Jul 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 123,579 | 5,156 | 1.48% | 3.99% | 226 | -200,397 | -61.86% | Q2 2026 | Jul 09, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 122,817 | 5,125 | 2.78% | 2.51% | 227 | +11,806 | 10.63% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 118,730 | 4,954 | 0.09% | 0.08% | 228 | +8,887 | 8.09% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | Reduced | 118,260 | 4,934 | 0.0% | 0.0% | 229 | -5,456 | -4.41% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 118,100 | 4,928 | 0.1% | 0.14% | 230 | -58,200 | -33.01% | Q2 2026 | Aug 05, 2026 |
| City State Bank | History | Added to | 117,273 | 4,893 | 1.12% | 0.99% | 231 | +13,986 | 13.54% | Q2 2026 | Jul 14, 2026 |
| BDFS Capital LLC | History | Added to | 116,706 | 4,870 | 2.12% | 1.89% | 232 | +9,604 | 8.97% | Q2 2026 | Jul 15, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 116,224 | 4,850 | 1.9% | 1.86% | 233 | +4,131 | 3.69% | Q2 2026 | Aug 17, 2026 |
| L & S Advisors Inc | History | Reduced | 114,587 | 4,781 | 0.49% | 0.53% | 234 | -330 | -0.29% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Added to | 109,945 | 4,588 | 0.23% | 0.2% | 235 | +672 | 0.61% | Q2 2026 | Jul 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 106,514 | 4,444 | 0.29% | 0.18% | 236 | +43,884 | 70.07% | Q2 2026 | Jul 08, 2026 |
| Atria Investments, Inc | History | Added to | 106,446 | 4,441 | 0.04% | 0.03% | 237 | +43,637 | 69.48% | Q2 2026 | Jul 28, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 106,210 | 4,432 | 1.23% | 1.4% | 238 | +2,765 | 2.67% | Q2 2026 | Jul 22, 2026 |
| Friday Financial | History | Added to | 106,557 | 4,422 | 1.18% | 1.23% | 239 | +9,110 | 9.35% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 105,762 | 4,413 | 0.0% | 0.0% | 240 | +98,314 | 1320.01% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 104,340 | 4,354 | 0.0% | 0.0% | 241 | +10,930 | 11.7% | Q2 2026 | Aug 12, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 103,342 | 4,312 | 3.47% | 3.3% | 242 | +8,289 | 8.72% | Q2 2026 | Jul 17, 2026 |
| Live Oak Private Wealth LLC | History | New | 103,223 | 4,307 | 0.54% | — | 243 | +103,223 | New | Q2 2026 | Jul 20, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 102,539 | 4,278 | 3.89% | 3.76% | 244 | +2,178 | 2.17% | Q2 2026 | Jul 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 102,168 | 4,263 | 0.29% | 0.3% | 245 | -917 | -0.89% | Q2 2026 | Aug 04, 2026 |
| HBE Wealth Management, LLC | History | Added to | 101,467 | 4,234 | 3.04% | 2.92% | 246 | +10,351 | 11.36% | Q2 2026 | Jul 13, 2026 |
| Evanson Financial, LLC | History | New | 98,271 | 4,100 | 0.2% | — | 247 | +98,271 | New | Q2 2026 | Jul 07, 2026 |
| Torren Management, LLC | History | Reduced | 97,411 | 4,064 | 2.07% | 1.79% | 248 | -441 | -0.45% | Q2 2026 | Jul 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 95,547 | 3,987 | 0.13% | 0.12% | 249 | -11,432 | -10.69% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 94,243 | 3,932 | 1.23% | 1.05% | 250 | +11,750 | 14.24% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Reduced | 92,820 | 3,873 | 0.0% | 0.0% | 251 | -5,497 | -5.59% | Q2 2026 | Aug 13, 2026 |
| McCartney Wealth Management LLC | History | Added to | 92,770 | 3,871 | 2.93% | 2.76% | 252 | +3,657 | 4.1% | Q2 2026 | Aug 03, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 92,401 | 3,855 | 1.4% | 1.38% | 253 | -1,132 | -1.21% | Q2 2026 | Jul 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 88,776 | 3,704 | 0.76% | 0.73% | 254 | +2,446 | 2.83% | Q2 2026 | Aug 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 88,410 | 3,689 | 1.12% | 0.9% | 255 | +18,291 | 26.09% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 86,766 | 3,566 | 1.77% | 1.85% | 256 | -3,031 | -3.38% | Q2 2026 | Jul 22, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 85,227 | 3,556 | 1.7% | 1.63% | 257 | +3,222 | 3.93% | Q2 2026 | Aug 11, 2026 |
| Evanson Asset Management, LLC | History | No change | 96,671 | 3,553 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Caprock Group, LLC | History | No change | 84,910 | 3,543 | 0.07% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 84,487 | 3,525 | 0.0% | 0.0% | 260 | +25,261 | 42.65% | Q2 2026 | Aug 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 83,441 | 3,482 | 0.57% | 0.56% | 261 | -3,191 | -3.68% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,858 | 3,374 | 0.0% | 0.0% | 262 | +66,176 | 450.73% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 80,157 | 3,339 | 2.51% | 2.58% | 263 | -1,871 | -2.28% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 79,964 | 3,336 | 0.42% | 0.48% | 264 | -1,313 | -1.62% | Q2 2026 | Jul 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 78,892 | 3,292 | 0.04% | 0.04% | 265 | +3,614 | 4.8% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,238 | 3,264 | 0.0% | 0.01% | 266 | -1,656 | -2.07% | Q2 2026 | Aug 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 77,749 | 3,244 | 2.25% | 2.08% | 267 | +3,131 | 4.2% | Q2 2026 | Jul 23, 2026 |
| Outbound Financial Inc | History | Reduced | 77,529 | 3,235 | 2.1% | 2.24% | 268 | -3,722 | -4.58% | Q2 2026 | Jul 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 76,310 | 3,184 | 0.37% | 0.22% | 269 | +26,724 | 53.89% | Q2 2026 | Jul 24, 2026 |
| NWAM LLC | History | Added to | 76,160 | 3,178 | 0.16% | 0.15% | 270 | +5,319 | 7.51% | Q2 2026 | Jul 23, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 75,513 | 3,151 | 1.38% | — | 271 | +75,513 | New | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 74,430 | 3,105 | 1.18% | 1.19% | 272 | -1,458 | -1.92% | Q2 2026 | Aug 07, 2026 |
| Daner Wealth Management, LLC | History | Added to | 72,240 | 3,097 | 1.68% | 1.46% | 273 | +10,027 | 16.12% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 71,206 | 2,971 | 0.19% | 0.19% | 274 | +3,314 | 4.88% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 70,686 | 2,949 | 0.01% | 0.0% | 275 | +68,812 | 3671.93% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 70,140 | 2,926 | 0.59% | 0.56% | 276 | +2,714 | 4.03% | Q2 2026 | Aug 12, 2026 |
| Wolfstich Capital, LLC | History | Added to | 68,190 | 2,836 | 2.19% | 1.81% | 277 | +10,482 | 18.16% | Q2 2026 | Jul 24, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 67,839 | 2,830 | 0.46% | 0.4% | 278 | +11,480 | 20.37% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 65,370 | 2,727 | 0.04% | 0.04% | 279 | +6,056 | 10.21% | Q2 2026 | Aug 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 64,294 | 2,682 | 0.15% | 0.17% | 280 | -100 | -0.16% | Q2 2026 | Aug 13, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 64,079 | 2,674 | 1.94% | 1.98% | 281 | -557 | -0.86% | Q2 2026 | Jul 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 63,355 | 2,652 | 0.25% | 0.05% | 282 | +52,793 | 499.84% | Q2 2026 | Jul 14, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 63,454 | 2,647 | 2.01% | 1.7% | 283 | +8,590 | 15.66% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 63,390 | 2,645 | 0.03% | 0.02% | 284 | +10,627 | 20.14% | Q2 2026 | Jul 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 62,811 | 2,621 | 0.42% | 0.37% | 285 | +5,780 | 10.13% | Q2 2026 | Jul 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 61,259 | 2,556 | 0.19% | 0.18% | 286 | +88 | 0.14% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 61,078 | 2,548 | 0.0% | 0.0% | 287 | -5,591 | -8.39% | Q2 2026 | Aug 03, 2026 |
| Everest Private Wealth | History | Added to | 59,820 | 2,496 | 0.93% | 1.1% | 288 | +630 | 1.06% | Q2 2026 | Aug 07, 2026 |
| VIAWEALTH, LLC | History | Added to | 59,085 | 2,465 | 1.24% | 1.16% | 289 | +2,259 | 3.98% | Q2 2026 | Aug 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 58,448 | 2,439 | 0.12% | 0.12% | 290 | +774 | 1.34% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 57,482 | 2,398 | 0.47% | 0.42% | 291 | +6,932 | 13.71% | Q2 2026 | Aug 05, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 57,007 | 2,378 | 0.62% | 0.63% | 292 | +1,813 | 3.28% | Q2 2026 | Jul 13, 2026 |
| Everest Financial Group LLC | History | Added to | 56,943 | 2,376 | 0.32% | 0.33% | 293 | +2,502 | 4.6% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Reduced | 56,891 | 2,374 | 0.03% | 0.03% | 294 | -3,443 | -5.71% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 56,675 | 2,365 | 0.05% | 0.11% | 295 | -72,156 | -56.01% | Q2 2026 | Aug 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 56,340 | 2,351 | 1.21% | 1.25% | 296 | +655 | 1.18% | Q2 2026 | Aug 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 55,780 | 2,327 | 0.75% | 0.77% | 297 | -1,296 | -2.27% | Q2 2026 | Jul 15, 2026 |
| MSA Advisors, LLC | History | No change | 53,725 | 2,241 | 0.58% | 0.59% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,912 | 2,208 | 0.01% | 0.01% | 299 | -1,054 | -1.95% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 52,801 | 2,203 | 0.07% | 0.12% | 300 | -4,664 | -8.12% | Q2 2026 | Aug 06, 2026 |