Dimensional ETF Trust - DUSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Planning Center, Inc. | History | Added to | 3,416,822 | 173,062 | 17.67% | 16.36% | 1 | +346,870 | 11.3% | Q4 2025 | Feb 02, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 1,597,383 | 80,907 | 27.21% | 31.86% | 2 | +463,237 | 40.84% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,285,274 | 65,099 | 3.33% | 2.99% | 3 | +329,494 | 34.47% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,162,271 | 58,869 | 1.15% | 0.56% | 4 | +866,921 | 293.52% | Q4 2025 | Feb 11, 2026 |
| Financial Plan, Inc. | History | New | 895,485 | 45,356 | 5.21% | — | 5 | +895,485 | New | Q4 2025 | Jan 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 642,934 | 32,564 | 4.12% | 4.18% | 6 | +41,724 | 6.94% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 565,854 | 28,660 | 3.12% | 2.58% | 7 | +117,927 | 26.33% | Q4 2025 | Jan 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 539,150 | 27,307 | 4.22% | 4.42% | 8 | +5,007 | 0.94% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 505,089 | 25,623 | 0.63% | 0.68% | 9 | -10,406 | -2.02% | Q4 2025 | Jan 28, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 471,891 | 23,901 | 6.82% | 7.28% | 10 | -1,378 | -0.29% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 454,478 | 23,019 | 1.48% | 1.37% | 11 | +44,940 | 10.97% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 414,522 | 20,995 | 0.12% | 0.12% | 12 | +30,005 | 7.8% | Q4 2025 | Feb 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 373,013 | 18,893 | 10.02% | — | 13 | +373,013 | New | Q4 2025 | Jan 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 351,545 | 17,805 | 2.77% | 3.93% | 14 | -135,882 | -27.88% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | Added to | 350,439 | 17,749 | 7.69% | 8.07% | 15 | +7,915 | 2.31% | Q4 2025 | Jan 30, 2026 |
| Three Arch Wealth Management LLC | History | New | 345,529 | 17,501 | 3.28% | — | 16 | +345,529 | New | Q4 2025 | Feb 13, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 323,503 | 16,385 | 9.88% | 8.97% | 17 | +42,238 | 15.02% | Q4 2025 | Feb 02, 2026 |
| TAGStone Capital, Inc. | History | Added to | 279,625 | 14,162 | 5.27% | 4.16% | 18 | +72,958 | 35.3% | Q4 2025 | Feb 10, 2026 |
| ProCore Advisors, LLC | History | New | 227,998 | 11,548 | 11.84% | — | 19 | +227,998 | New | Q4 2025 | Jan 21, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 226,158 | 11,454 | 6.47% | 5.66% | 20 | +54,615 | 31.84% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 224,133 | 11,352 | 0.01% | 0.01% | 21 | +52,583 | 30.65% | Q4 2025 | Feb 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 221,349 | 11,211 | 5.02% | 4.3% | 22 | +41,343 | 22.97% | Q4 2025 | Jan 06, 2026 |
| Johnson Wealth Management, LLC | History | New | 212,961 | 10,786 | 5.37% | — | 23 | +212,961 | New | Q4 2025 | Feb 11, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 204,666 | 10,366 | 4.39% | 3.77% | 24 | +36,668 | 21.83% | Q4 2025 | Jan 14, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 190,927 | 9,670 | 8.27% | 8.24% | 25 | +5,711 | 3.08% | Q4 2025 | Feb 03, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 178,632 | 9,047 | 1.56% | 1.85% | 26 | -21,040 | -10.54% | Q4 2025 | Feb 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 175,926 | 8,910 | 0.27% | 0.19% | 27 | +51,559 | 41.46% | Q4 2025 | Jan 26, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 171,672 | 8,695 | 3.16% | 3.88% | 28 | -28,617 | -14.29% | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 169,312 | 8,575 | 0.17% | 0.17% | 29 | +29,677 | 21.25% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial LLC | History | New | 164,505 | 8,332 | 4.38% | — | 30 | +164,505 | New | Q4 2025 | Feb 17, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 156,439 | 7,923 | 2.08% | 2.04% | 31 | +12,686 | 8.82% | Q4 2025 | Feb 06, 2026 |
| Tumwater Wealth Management, LLC | History | New | 156,210 | 7,912 | 3.22% | — | 32 | +156,210 | New | Q4 2025 | Jan 29, 2026 |
| Mattern Wealth Management LLC | History | Added to | 155,946 | 7,898 | 1.52% | 1.5% | 33 | +8,432 | 5.72% | Q4 2025 | Jan 16, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 150,855 | 7,640 | 2.25% | 2.15% | 34 | +27,003 | 21.8% | Q4 2025 | Jan 15, 2026 |
| Financial Symmetry Inc | History | Added to | 147,918 | 7,492 | 3.06% | 2.47% | 35 | +39,251 | 36.12% | Q4 2025 | Jan 28, 2026 |
| Wolfstich Capital, LLC | History | New | 143,435 | 7,264 | 6.69% | — | 36 | +143,435 | New | Q4 2025 | Jan 14, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 141,511 | 7,167 | 3.87% | — | 37 | +141,511 | New | Q4 2025 | Mar 16, 2026 |
| Shore Point Advisors, LLC | History | Added to | 139,500 | 7,065 | 2.99% | 2.98% | 38 | +6,902 | 5.21% | Q4 2025 | Jan 23, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 131,653 | 6,668 | 1.52% | 1.5% | 39 | +13,882 | 11.79% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 113,501 | 5,746 | 1.38% | 1.56% | 40 | -2,772 | -2.38% | Q4 2025 | Feb 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 112,737 | 5,710 | 0.0% | 0.0% | 41 | -48,295 | -29.99% | Q4 2025 | Feb 17, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 107,567 | 5,448 | 1.18% | 1.23% | 42 | +10,599 | 10.93% | Q4 2025 | Feb 09, 2026 |
| Cogent Private Wealth, Inc. | History | New | 104,905 | 5,313 | 4.05% | — | 43 | +104,905 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 103,373 | 5,235 | 0.0% | 0.0% | 44 | +6,293 | 6.48% | Q4 2025 | Feb 17, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 101,099 | 5,120 | 0.24% | 0.11% | 45 | +56,534 | 126.86% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 98,947 | 5,016 | 0.01% | 0.01% | 46 | +9,514 | 10.64% | Q4 2025 | Jan 08, 2026 |
| Betterment LLC | History | Added to | 92,985 | 4,710 | 0.01% | 0.01% | 47 | +17,947 | 23.92% | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | Added to | 91,759 | 4,647 | 1.08% | 0.9% | 48 | +17,206 | 23.08% | Q4 2025 | Feb 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 89,907 | 4,553 | 0.68% | 0.9% | 49 | +10,406 | 13.09% | Q4 2025 | Feb 03, 2026 |
| DRAVO BAY LLC | History | Added to | 86,232 | 4,367 | 1.81% | 1.84% | 50 | +4,035 | 4.91% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 86,168 | 4,364 | 0.02% | 0.02% | 51 | -5,402 | -5.9% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 85,594 | 4,335 | 0.14% | 0.01% | 52 | +77,267 | 927.91% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 80,681 | 4,086 | 0.0% | 0.0% | 53 | -35,217 | -30.39% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Added to | 79,935 | 4,048 | 0.53% | 0.43% | 54 | +17,950 | 28.96% | Q4 2025 | Jan 29, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 79,458 | 4,024 | 1.9% | 2.08% | 55 | -4,243 | -5.07% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 74,267 | 3,761 | 0.03% | 0.03% | 56 | +1,136 | 1.55% | Q4 2025 | Feb 18, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 71,708 | 3,632 | 1.19% | 0.26% | 57 | +59,146 | 470.83% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 68,986 | 3,494 | 0.39% | 0.43% | 58 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 66,200 | 3,355 | 0.84% | 0.84% | 59 | +3,521 | 5.62% | Q4 2025 | Jan 06, 2026 |
| VANCE WEALTH, LLC | History | Added to | 66,062 | 3,346 | 0.99% | 0.9% | 60 | +8,698 | 15.16% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 65,500 | 3,317 | 0.06% | 0.06% | 61 | -1,000 | -1.5% | Q4 2025 | Jan 22, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 62,573 | 3,169 | 1.25% | 1.34% | 62 | +377 | 0.61% | Q4 2025 | Jan 22, 2026 |
| Applied Capital LLC | History | Reduced | 59,020 | 2,989 | 1.15% | 1.77% | 63 | -27,437 | -31.73% | Q4 2025 | Jan 16, 2026 |
| Pathstone Holdings, LLC | History | New | 57,893 | 2,932 | 0.01% | — | 64 | +57,893 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 55,333 | 2,802 | 0.0% | — | 65 | +55,333 | New | Q4 2025 | Feb 18, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 54,522 | 2,763 | 1.4% | 2.23% | 66 | -21,306 | -28.1% | Q4 2025 | Jan 27, 2026 |
| Financial Harvest, LLC | History | Reduced | 54,235 | 2,747 | 1.7% | 2.04% | 67 | -5,401 | -9.06% | Q4 2025 | Feb 10, 2026 |
| Navigoe, LLC | History | Added to | 52,314 | 2,649 | 1.63% | 1.48% | 68 | +6,785 | 14.9% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,674 | 2,617 | 0.03% | 0.01% | 69 | +41,727 | 419.49% | Q4 2025 | Jan 23, 2026 |
| Burk Holdings LLC | History | New | 50,056 | 2,535 | 1.21% | — | 70 | +50,056 | New | Q4 2025 | Feb 12, 2026 |
| ATLas Financial Planning LLC | History | New | 47,548 | 2,408 | 2.36% | — | 71 | +47,548 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 46,988 | 2,379 | 0.0% | — | 72 | +46,988 | New | Q4 2025 | Mar 25, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 46,539 | 2,357 | 2.19% | — | 73 | +46,539 | New | Q4 2025 | Mar 31, 2026 |
| Torren Management, LLC | History | New | 46,473 | 2,353 | 1.2% | — | 74 | +46,473 | New | Q4 2025 | Jan 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 40,737 | 2,063 | 0.38% | 0.26% | 75 | +13,591 | 50.07% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 40,000 | 2,026 | 0.0% | — | 76 | +40,000 | New | Q4 2025 | Feb 18, 2026 |
| McIlrath & Eck, LLC | History | New | 39,429 | 1,997 | 0.19% | — | 77 | +39,429 | New | Q4 2025 | Feb 03, 2026 |
| Family CFO Inc | History | Added to | 38,921 | 1,971 | 0.88% | 0.6% | 78 | +13,126 | 50.89% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,248 | 1,937 | 0.01% | 0.0% | 79 | +10,424 | 37.46% | Q4 2025 | Feb 05, 2026 |
| McCartney Wealth Management LLC | History | New | 35,177 | 1,781 | 1.54% | — | 80 | +35,177 | New | Q4 2025 | Feb 17, 2026 |
| Claris Financial LLC | History | Added to | 33,516 | 1,697 | 0.9% | 0.23% | 81 | +25,364 | 311.14% | Q4 2025 | Feb 19, 2026 |
| LRI Investments, LLC | History | Added to | 32,848 | 1,663 | 0.13% | 0.1% | 82 | +8,580 | 35.36% | Q4 2025 | Feb 04, 2026 |
| XY Planning Network, Inc. | History | Reduced | 32,661 | 1,654 | 0.29% | 0.6% | 83 | -2,164 | -6.21% | Q4 2025 | Jan 26, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 31,573 | 1,599 | 0.0% | 0.0% | 84 | +3,526 | 12.57% | Q4 2025 | Feb 12, 2026 |
| Balboa Wealth Partners | History | New | 30,232 | 1,531 | 0.25% | — | 85 | +30,232 | New | Q4 2025 | Jan 16, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 29,260 | 1,481 | 0.52% | 0.76% | 86 | -10,999 | -27.32% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,442 | 1,440 | 0.0% | 0.0% | 87 | -4,737 | -14.28% | Q4 2025 | Feb 06, 2026 |
| Guardian Wealth Management, LLC | History | New | 27,172 | 1,376 | 0.44% | — | 88 | +27,172 | New | Q4 2025 | Jan 20, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 25,419 | 1,287 | 0.46% | 0.33% | 89 | +7,038 | 38.29% | Q4 2025 | Jan 16, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 24,726 | 1,252 | 0.51% | 0.25% | 90 | +13,400 | 118.31% | Q4 2025 | Jan 29, 2026 |
| Forza Wealth Management, LLC | History | Added to | 24,700 | 1,251 | 0.45% | 0.1% | 91 | +19,700 | 394.0% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | New | 24,442 | 1,237 | 0.04% | — | 92 | +24,442 | New | Q4 2025 | Jan 20, 2026 |
| MB Generational Wealth, LLC | History | New | 23,776 | 1,204 | 0.64% | — | 93 | +23,776 | New | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | New | 22,186 | 1,123 | 0.05% | — | 94 | +22,186 | New | Q4 2025 | Jan 27, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 21,833 | 1,105 | 0.34% | 0.41% | 95 | -3,036 | -12.21% | Q4 2025 | Jan 28, 2026 |
| Apella Capital, LLC | History | Added to | 21,289 | 1,078 | 0.02% | 0.01% | 96 | +13,400 | 169.86% | Q4 2025 | Jan 21, 2026 |
| White Wing Wealth Management | History | Added to | 20,334 | 1,029 | 0.61% | 0.53% | 97 | +3,357 | 19.77% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,965 | 1,011 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 19,667 | 996 | 0.01% | 0.02% | 99 | -175 | -0.88% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,336 | 979 | 0.0% | 0.0% | 100 | -142,559 | -88.06% | Q4 2025 | Feb 10, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 19,181 | 971 | 0.68% | 0.8% | 101 | -2,371 | -11.0% | Q4 2025 | Jan 23, 2026 |
| Meredith Wealth Planning | History | Reduced | 18,892 | 956 | 0.28% | 0.3% | 102 | -56 | -0.3% | Q4 2025 | Jan 16, 2026 |
| LJI Wealth Management, LLC | History | New | 18,763 | 950 | 0.14% | — | 103 | +18,763 | New | Q4 2025 | Feb 03, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 17,155 | 868 | 0.31% | 3.26% | 104 | -130,659 | -88.39% | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 15,241 | 771 | 0.02% | 0.04% | 105 | -14,845 | -49.34% | Q4 2025 | Feb 09, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 15,051 | 762 | 0.57% | — | 106 | +15,051 | New | Q4 2025 | Mar 12, 2026 |
| Live Oak Private Wealth LLC | History | No change | 14,338 | 726 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 14,297 | 724 | 0.0% | 0.0% | 108 | +1,646 | 13.01% | Q4 2025 | Feb 11, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 14,224 | 720 | 0.63% | — | 109 | +14,224 | New | Q4 2025 | Feb 05, 2026 |
| Trailhead Planners LLC | History | New | 13,806 | 699 | 0.69% | — | 110 | +13,806 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,812 | 648 | 0.0% | 0.0% | 111 | +10,725 | 513.9% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | Added to | 12,144 | 614 | 0.22% | 0.21% | 112 | +1,856 | 18.04% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | No change | 11,800 | 597 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,768 | 596 | 0.0% | 0.01% | 114 | -72,850 | -86.09% | Q4 2025 | Feb 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 11,778 | 596 | 0.16% | 0.1% | 115 | +5,046 | 74.96% | Q4 2025 | Jan 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 10,501 | 531 | 0.36% | 0.42% | 116 | -1,094 | -9.44% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,172 | 515 | 0.0% | 0.0% | 117 | +5,972 | 142.19% | Q4 2025 | Feb 17, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 9,510 | 481 | 0.13% | 0.16% | 118 | -2,458 | -20.54% | Q4 2025 | Jan 06, 2026 |
| Essential Planning, LLC. | History | Added to | 9,169 | 464 | 0.15% | 0.1% | 119 | +3,675 | 66.89% | Q4 2025 | Jan 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 8,737 | 442 | 0.08% | 0.01% | 120 | -2,023 | -18.8% | Q4 2025 | Mar 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 8,244 | 418 | 0.01% | 0.04% | 121 | -8,995 | -52.18% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,197 | 415 | 0.02% | 0.02% | 122 | -50 | -0.61% | Q4 2025 | Mar 04, 2026 |
| Corus Family Wealth Advisors | History | Reduced | 7,877 | 398 | 0.32% | 0.36% | 123 | -1,653 | -17.35% | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,751 | 392 | 0.0% | 0.0% | 124 | +1,828 | 30.86% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 7,730 | 391 | 0.03% | 0.03% | 125 | -400 | -4.92% | Q4 2025 | Feb 06, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 7,621 | 385 | 0.08% | 0.08% | 126 | +59 | 0.78% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 7,439 | 376 | 0.0% | 0.0% | 127 | +99 | 1.35% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 7,069 | 358 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geometric Wealth Advisors | History | Added to | 6,986 | 353 | 0.05% | 0.05% | 129 | +89 | 1.29% | Q4 2025 | Feb 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 6,939 | 351 | 0.1% | 0.19% | 130 | -5,013 | -41.94% | Q4 2025 | Feb 10, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 6,700 | 339 | 0.21% | 0.36% | 131 | -3,949 | -37.08% | Q4 2025 | Feb 24, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 6,495 | 328 | 0.11% | 0.35% | 132 | -13,202 | -67.03% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 6,413 | 324 | 0.02% | 0.02% | 133 | -66 | -1.02% | Q4 2025 | Jan 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,124 | 310 | 0.01% | 0.01% | 134 | +1,130 | 22.63% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,092 | 309 | 0.01% | — | 135 | +6,092 | New | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,023 | 305 | 0.0% | 0.0% | 136 | +57 | 0.96% | Q4 2025 | Feb 17, 2026 |
| First Financial Group Corp | History | Reduced | 5,912 | 299 | 0.25% | 0.26% | 137 | -93 | -1.55% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,778 | 292 | 0.0% | 0.0% | 138 | +1,749 | 43.41% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,765 | 292 | 0.01% | 0.01% | 139 | +10 | 0.17% | Q4 2025 | Jan 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 5,625 | 284 | 0.09% | 0.09% | 140 | +138 | 2.52% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,463 | 276 | 0.0% | — | 141 | +5,463 | New | Q4 2025 | Feb 13, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 5,230 | 264 | 0.08% | 0.09% | 142 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LANE BROTHERS & CO INC | History | New | 5,126 | 259 | 0.19% | — | 143 | +5,126 | New | Q4 2025 | Mar 13, 2026 |
| CPA Asset Management Group, LLC | History | New | 4,930 | 249 | 0.09% | — | 144 | +4,930 | New | Q4 2025 | Jan 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 4,782 | 242 | 0.06% | 0.06% | 145 | +656 | 15.9% | Q4 2025 | Feb 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 4,499 | 227 | 0.08% | 0.09% | 146 | +3 | 0.07% | Q4 2025 | Jan 08, 2026 |
| Berger Financial Group, Inc | History | New | 4,289 | 217 | 0.01% | — | 147 | +4,289 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 4,188 | 212 | 0.01% | — | 148 | +4,188 | New | Q4 2025 | Feb 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 4,144 | 209 | 0.05% | 0.05% | 149 | +53 | 1.3% | Q4 2025 | Jan 08, 2026 |
| MASECO LLP | History | Added to | 3,212 | 162 | 0.01% | 0.01% | 150 | +22 | 0.69% | Q4 2025 | Jan 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | New | 2,636 | 133 | 0.06% | — | 151 | +2,636 | New | Q4 2025 | Jan 26, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,219 | 112 | 0.01% | 0.01% | 152 | +28 | 1.28% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,813 | 91 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 1,135 | 57 | 0.02% | 0.02% | 154 | -211 | -15.68% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,000 | 50 | 0.0% | — | 155 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | New | 607 | 30 | 0.0% | — | 156 | +607 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 522 | 26 | 0.0% | 0.0% | 157 | +102 | 24.29% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 487 | 24 | 0.01% | — | 158 | +487 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 287 | 15 | 0.0% | 0.0% | 159 | -22 | -7.12% | Q4 2025 | Feb 11, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 199 | 10 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SITTNER & NELSON, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 67 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 44 | 2 | 0.0% | 0.0% | 165 | +1 | 2.33% | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 24 | 1 | 0.0% | — | 166 | +24 | New | Q4 2025 | Feb 09, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,577 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -4,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,550 | -100.0% | Q3 2025 | Oct 27, 2025 |
| New Capital Management LP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,470 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,110 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -719 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 04, 2025 |