Dimensional ETF Trust - DUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Planning Center, Inc. | History | No change | 3,678,554 | 186,796 | 17.63% | 17.63% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | No change | 1,866,250 | 94,768 | 3.68% | 3.68% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 1,786,825 | 90,734 | 1.03% | 1.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 1,571,347 | 79,588 | 27.15% | 27.15% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 1,019,305 | 51,760 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Harvest, LLC | History | No change | 831,400 | 42,218 | 17.45% | 17.45% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 737,985 | 37,474 | 4.08% | 4.08% | 7 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 645,927 | 32,800 | 4.35% | 4.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 623,822 | 31,677 | 3.13% | 3.13% | 9 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Plan, Inc. | History | No change | 587,139 | 29,814 | 2.83% | 2.83% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 511,900 | 25,994 | 9.46% | 9.46% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 499,163 | 25,347 | 6.3% | 6.3% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Three Arch Wealth Management LLC | History | No change | 424,532 | 21,557 | 3.31% | 3.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 392,443 | 19,928 | 9.81% | 9.81% | 14 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 386,385 | 19,620 | 10.26% | 10.26% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 383,636 | 19,446 | 0.39% | 0.39% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 361,664 | 18,365 | 1.35% | 1.35% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspen Capital Management, LLC | History | No change | 351,153 | 17,831 | 3.94% | 3.94% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avestar Capital, LLC | History | No change | 296,914 | 15,077 | 0.84% | 0.84% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 278,593 | 14,066 | 5.47% | 5.03% | 20 | +27,866 | 11.11% | Q3 2026 | Oct 08, 2026 |
| Foundry Financial LLC | History | No change | 265,312 | 13,472 | 4.54% | 4.54% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Johnson Wealth Management, LLC | History | No change | 258,411 | 13,122 | 5.56% | 5.56% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 255,920 | 12,995 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 253,807 | 12,888 | 4.64% | 4.64% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 225,932 | 11,472 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Babb Wealth Advisors LLC | History | No change | 217,424 | 11,040 | 5.32% | 5.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wolfstich Capital, LLC | History | No change | 214,072 | 10,870 | 8.39% | 8.39% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TAGStone Capital, Inc. | History | No change | 209,246 | 10,625 | 3.38% | 3.38% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Symmetry Inc | History | Added to | 210,421 | 10,622 | 3.39% | 3.28% | 29 | +17,059 | 8.82% | Q3 2026 | Oct 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 199,906 | 10,159 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 199,748 | 10,143 | 7.66% | 7.66% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 195,742 | 9,883 | 1.41% | 2.53% | 32 | -154,601 | -44.13% | Q3 2026 | Oct 08, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 193,333 | 9,817 | 3.55% | 3.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 177,152 | 8,995 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 171,441 | 8,705 | 2.74% | 2.74% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 168,178 | 8,540 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 167,029 | 8,481 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 164,162 | 8,336 | 1.96% | 1.96% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mattern Wealth Management LLC | History | No change | 154,640 | 7,852 | 1.29% | 1.29% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Shore Point Advisors, LLC | History | No change | 154,949 | 7,734 | 2.65% | 2.65% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 151,487 | 7,692 | 1.24% | 1.24% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 151,087 | 7,672 | 1.37% | 1.37% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tencap Wealth Coaching, LLC | History | No change | 150,331 | 7,633 | 2.42% | 2.42% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 142,983 | 7,260 | 0.74% | 0.74% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 140,047 | 7,111 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pathstone Holdings, LLC | History | No change | 135,956 | 6,903 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 120,512 | 6,119 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 114,748 | 5,834 | 1.33% | 1.33% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 110,257 | 5,598 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 109,524 | 5,562 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tillman Hartley LLC | History | No change | 108,825 | 5,526 | 1.24% | 1.24% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Altiora Financial Group, LLC | History | No change | 102,137 | 5,186 | 0.82% | 0.82% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 98,559 | 5,004 | 3.13% | 3.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 98,897 | 4,993 | 0.04% | 0.04% | 54 | +8,660 | 9.6% | Q3 2026 | Oct 08, 2026 |
| Apella Capital, LLC | History | Added to | 97,579 | 4,937 | 0.06% | 0.05% | 55 | +25,519 | 35.41% | Q3 2026 | Oct 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 97,091 | 4,930 | 4.17% | 4.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 97,003 | 4,925 | 0.48% | 0.48% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Live Oak Private Wealth LLC | History | No change | 93,936 | 4,770 | 0.6% | 0.6% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 92,271 | 4,685 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 90,194 | 4,580 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Navigoe, LLC | History | No change | 89,744 | 4,557 | 2.38% | 2.38% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | No change | 87,106 | 4,425 | 0.96% | 0.96% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 85,761 | 4,354 | 0.98% | 0.98% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 82,107 | 4,168 | 0.84% | 0.84% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 80,989 | 4,112 | 0.47% | 0.47% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 78,045 | 3,963 | 1.66% | 1.66% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Outbound Financial Inc | History | No change | 75,678 | 3,842 | 2.49% | 2.49% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 74,482 | 3,774 | 1.02% | 1.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 71,202 | 3,615 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 70,991 | 3,604 | 2.7% | 2.7% | 70 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 62,620 | 3,179 | 1.24% | 1.24% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 62,455 | 3,171 | 0.31% | 0.31% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 60,507 | 3,072 | 1.13% | 1.13% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Applied Capital LLC | History | No change | 60,249 | 3,059 | 0.99% | 0.99% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 59,802 | 3,036 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Factor Wealth Management LTD | History | Added to | 57,870 | 2,921 | 0.45% | 0.37% | 76 | +9,350 | 19.27% | Q3 2026 | Oct 08, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 57,484 | 2,919 | 1.57% | 1.57% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kings Path Partners LLC | History | No change | 57,413 | 2,915 | 0.78% | 0.78% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 56,844 | 2,886 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everest Financial Group LLC | History | No change | 56,825 | 2,885 | 0.39% | 0.39% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 56,258 | 2,856 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 55,972 | 2,842 | 0.48% | 0.48% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Index Fund Advisors, Inc. | History | No change | 54,069 | 2,745 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 53,750 | 2,729 | 0.22% | 0.22% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burk Holdings LLC | History | No change | 50,057 | 2,541 | 0.94% | 0.94% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SpringVest Wealth Management LLC | History | No change | 48,972 | 2,486 | 1.56% | 1.56% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Core Wealth Management, Inc. | History | No change | 48,950 | 2,485 | 0.7% | 0.7% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ATLas Financial Planning LLC | History | No change | 48,788 | 2,477 | 2.01% | 2.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 45,154 | 2,292 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | No change | 43,572 | 2,212 | 0.28% | 0.28% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 40,000 | 2,031 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bullock Wealth Management Group | History | Added to | 40,050 | 2,024 | 0.84% | 0.85% | 92 | +1,508 | 3.91% | Q3 2026 | Oct 09, 2026 |
| Forza Wealth Management, LLC | History | No change | 38,694 | 1,964 | 0.6% | 0.6% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Torren Management, LLC | History | No change | 38,623 | 1,961 | 1.0% | 1.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meredith Wealth Planning | History | No change | 37,778 | 1,918 | 0.45% | 0.45% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 37,101 | 1,884 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MB Generational Wealth, LLC | History | No change | 35,928 | 1,824 | 0.89% | 0.89% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apollon Wealth Management, LLC | History | No change | 34,500 | 1,751 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| V2 Financial group LLC | History | No change | 33,086 | 1,680 | 0.63% | 0.63% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | No change | 31,996 | 1,624 | 0.22% | 0.22% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 30,488 | 1,548 | 0.46% | 0.46% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DRAVO BAY LLC | History | No change | 30,181 | 1,532 | 0.53% | 0.53% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 30,011 | 1,523 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mustard Seed Financial, LLC | History | No change | 29,959 | 1,521 | 0.79% | 0.79% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Family CFO Inc | History | No change | 28,419 | 1,443 | 0.56% | 0.56% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MASECO LLP | History | No change | 28,419 | 1,443 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CURIO WEALTH, LLC | History | No change | 27,955 | 1,419 | 0.44% | 0.44% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trailhead Planners LLC | History | No change | 27,519 | 1,397 | 1.35% | 1.35% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McCartney Wealth Management LLC | History | No change | 27,346 | 1,388 | 1.05% | 1.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 26,595 | 1,350 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 26,262 | 1,333 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 26,085 | 1,324 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 25,006 | 1,270 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 23,524 | 1,194 | 0.91% | 0.91% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 21,007 | 1,066 | 0.41% | 0.41% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | No change | 20,736 | 1,052 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 20,635 | 1,047 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Wing Wealth Management | History | No change | 20,350 | 1,033 | 0.54% | 0.54% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Essential Planning, LLC. | History | No change | 19,764 | 1,003 | 0.28% | 0.28% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Guardian Wealth Management, LLC | History | No change | 19,478 | 989 | 0.28% | 0.28% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 18,849 | 957 | 0.23% | 0.23% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 16,262 | 825 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 15,930 | 808 | 0.51% | 0.51% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 15,124 | 767 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 14,979 | 760 | 0.21% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPWealth LLP | History | No change | 14,479 | 735 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProCore Advisors, LLC | History | No change | 14,130 | 717 | 0.89% | 0.89% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,636 | 692 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 13,639 | 692 | 0.59% | 0.59% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pure Financial Advisors, LLC | History | No change | 13,202 | 670 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageOak Financial, LLC | History | No change | 11,518 | 584 | 0.38% | 0.38% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oceanside Advisors LLC | History | No change | 10,782 | 547 | 0.28% | 0.28% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 10,265 | 521 | 0.16% | 0.16% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,982 | 506 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 9,149 | 464 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,070 | 460 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Corus Family Wealth Advisors | History | No change | 9,072 | 460 | 0.32% | 0.32% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 9,001 | 456 | 0.3% | 0.3% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 8,960 | 454 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 8,577 | 435 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | No change | 8,556 | 434 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Berger Financial Group, Inc | History | No change | 7,903 | 401 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 7,687 | 390 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Evanson Financial, LLC | History | No change | 7,470 | 379 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Geometric Wealth Advisors | History | No change | 7,103 | 360 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 6,986 | 354 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 6,986 | 354 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Embree Financial Group | History | No change | 6,951 | 352 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elser Financial Planning, Inc | History | No change | 6,949 | 352 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tactive Advisors, LLC | History | New | 6,968 | 351 | 0.08% | — | 150 | +6,968 | New | Q3 2026 | Oct 08, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 6,830 | 346 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,658 | 338 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 6,605 | 335 | 0.14% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eaton-Cambridge Inc. | History | No change | 6,495 | 329 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 6,470 | 328 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,420 | 326 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 5,973 | 303 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Financial Group Corp | History | No change | 5,925 | 300 | 0.22% | 0.22% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,895 | 299 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,628 | 285 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 5,606 | 284 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANE BROTHERS & CO INC | History | No change | 5,126 | 260 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 4,975 | 252 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 4,884 | 248 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 4,510 | 229 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,377 | 222 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,340 | 220 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CSP Financial Group, LLC | History | No change | 4,254 | 215 | 0.18% | 0.18% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 4,247 | 214 | 0.06% | 0.15% | 170 | -8,064 | -65.5% | Q3 2026 | Oct 09, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 4,256 | 214 | 0.04% | 0.05% | 169 | +42 | 1.0% | Q3 2026 | Oct 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 3,947 | 200 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 3,100 | 157 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,416 | 122 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 1,494 | 75 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,000 | 50 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 425 | 21 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 378 | 19 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 374 | 18 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 292 | 15 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 250 | 12 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAM GROUP, INC. | History | No change | 85 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SITTNER & NELSON, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 74 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHL GROUP, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -2,544 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |