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 | Added to | 3,552,627 | 180,153 | 18.25% | 17.67% | 1 | +135,805 | 3.97% | Q1 2026 | Apr 28, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 1,597,198 | 80,898 | 27.22% | 27.21% | 2 | -185 | -0.01% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,514,370 | 76,793 | 3.55% | 3.33% | 3 | +229,096 | 17.82% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 1,162,271 | 58,869 | 1.16% | 1.15% | 4 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Reduced | 817,942 | 41,477 | 4.45% | 5.21% | 5 | -77,543 | -8.66% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 737,706 | 37,409 | 4.57% | 4.12% | 6 | +94,772 | 14.74% | Q1 2026 | Apr 23, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 607,348 | 30,798 | 4.64% | 4.22% | 7 | +68,198 | 12.65% | Q1 2026 | Apr 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 568,272 | 28,817 | 3.1% | 3.12% | 8 | +2,418 | 0.43% | Q1 2026 | Apr 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 515,043 | 26,117 | 1.89% | 1.48% | 9 | +60,565 | 13.33% | Q1 2026 | Apr 16, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 495,047 | 25,103 | 6.89% | 6.82% | 10 | +23,156 | 4.91% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | Added to | 483,517 | 24,519 | 9.9% | 7.69% | 11 | +133,078 | 37.97% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 409,458 | 20,757 | 0.46% | 0.63% | 12 | -95,631 | -18.93% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 409,013 | 20,741 | 0.1% | 0.12% | 13 | -5,509 | -1.33% | Q1 2026 | May 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 383,900 | 19,467 | 10.23% | 10.02% | 14 | +10,887 | 2.92% | Q1 2026 | May 07, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 363,353 | 18,425 | 3.31% | 3.28% | 15 | +17,824 | 5.16% | Q1 2026 | May 06, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 340,234 | 17,253 | 10.08% | 9.88% | 16 | +16,731 | 5.17% | Q1 2026 | May 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 328,138 | 16,639 | 2.62% | 2.77% | 17 | -23,407 | -6.66% | Q1 2026 | Apr 13, 2026 |
| Avestar Capital, LLC | History | New | 273,313 | 13,859 | 0.89% | — | 18 | +273,313 | New | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Added to | 240,613 | 12,201 | 5.17% | 4.38% | 19 | +76,108 | 46.26% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 238,848 | 12,111 | 0.01% | 0.01% | 20 | +14,715 | 6.57% | Q1 2026 | May 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 231,684 | 11,748 | 5.18% | 5.02% | 21 | +10,335 | 4.67% | Q1 2026 | Apr 06, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 228,259 | 11,575 | 4.09% | 5.27% | 22 | -51,366 | -18.37% | Q1 2026 | May 11, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 227,112 | 11,516 | 4.78% | 4.39% | 23 | +22,446 | 10.97% | Q1 2026 | Apr 14, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 226,682 | 11,495 | 5.55% | 5.37% | 24 | +13,721 | 6.44% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 212,340 | 10,767 | 0.0% | 0.0% | 25 | +193,004 | 998.16% | Q1 2026 | May 04, 2026 |
| Babb Wealth Advisors LLC | History | Reduced | 210,509 | 10,674 | 5.84% | 6.47% | 26 | -15,649 | -6.92% | Q1 2026 | May 14, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 197,755 | 10,028 | 8.53% | 8.27% | 27 | +6,828 | 3.58% | Q1 2026 | May 14, 2026 |
| Financial Symmetry Inc | History | Added to | 184,504 | 9,365 | 3.33% | 3.06% | 28 | +36,586 | 24.73% | Q1 2026 | May 11, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 184,420 | 9,351 | 3.76% | 3.22% | 29 | +28,210 | 18.06% | Q1 2026 | Apr 20, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 159,183 | 8,072 | 2.84% | 3.16% | 30 | -12,489 | -7.27% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 152,697 | 7,743 | 0.01% | 0.0% | 31 | +49,324 | 47.71% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 151,658 | 7,690 | 0.13% | 0.17% | 32 | -17,654 | -10.43% | Q1 2026 | May 18, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 151,021 | 7,658 | 1.97% | 2.08% | 33 | -5,418 | -3.46% | Q1 2026 | May 01, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 148,262 | 7,518 | 1.84% | 2.25% | 34 | -2,593 | -1.72% | Q1 2026 | Apr 13, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 146,480 | 7,428 | 1.45% | 1.52% | 35 | -9,466 | -6.07% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | New | 145,713 | 7,389 | 0.09% | — | 36 | +145,713 | New | Q1 2026 | May 12, 2026 |
| Shore Point Advisors, LLC | History | Added to | 148,280 | 7,385 | 2.92% | 2.99% | 37 | +8,780 | 6.29% | Q1 2026 | Apr 08, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 140,258 | 7,112 | 5.13% | 4.05% | 38 | +35,353 | 33.7% | Q1 2026 | Apr 13, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 139,804 | 7,089 | 1.49% | 1.52% | 39 | +8,151 | 6.19% | Q1 2026 | May 12, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 139,231 | 7,054 | 6.17% | 6.69% | 40 | -4,204 | -2.93% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 129,381 | 6,560 | 0.08% | 0.0% | 41 | +122,312 | 1730.26% | Q1 2026 | May 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 127,718 | 6,476 | 6.12% | — | 42 | +127,718 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 126,456 | 6,412 | 0.03% | 0.03% | 43 | +52,189 | 70.27% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Added to | 118,270 | 5,997 | 2.99% | 1.2% | 44 | +71,797 | 154.49% | Q1 2026 | Apr 30, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 115,300 | 5,846 | 0.26% | 0.24% | 45 | +14,201 | 14.05% | Q1 2026 | May 12, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 109,301 | 5,542 | 0.91% | 1.56% | 46 | -69,331 | -38.81% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 109,032 | 5,519 | 1.33% | 1.38% | 47 | -4,469 | -3.94% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 103,113 | 5,229 | 0.01% | 0.01% | 48 | +10,128 | 10.89% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,472 | 4,993 | 0.0% | 0.0% | 49 | +17,791 | 22.05% | Q1 2026 | May 12, 2026 |
| VANCE WEALTH, LLC | History | Added to | 95,575 | 4,846 | 1.4% | 0.99% | 50 | +29,513 | 44.67% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 94,182 | 4,786 | 0.07% | 0.02% | 51 | +72,893 | 342.4% | Q1 2026 | Apr 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 91,892 | 4,662 | 0.51% | 0.68% | 52 | +1,985 | 2.21% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 91,267 | 4,628 | 0.15% | 0.14% | 53 | +5,673 | 6.63% | Q1 2026 | Apr 08, 2026 |
| Factor Wealth Management LTD | History | Reduced | 91,252 | 4,627 | 0.87% | 1.18% | 54 | -16,315 | -15.17% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 89,936 | 4,562 | 0.01% | 0.01% | 55 | -9,011 | -9.11% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 87,793 | 4,451 | 0.0% | 0.0% | 56 | -24,944 | -22.13% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 83,047 | 4,211 | 0.02% | 0.02% | 57 | -3,121 | -3.62% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,410 | 4,179 | 0.0% | 0.0% | 58 | +27,077 | 48.93% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 82,295 | 4,173 | 0.94% | 1.08% | 59 | -9,464 | -10.31% | Q1 2026 | Apr 22, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 82,029 | 4,159 | 1.91% | 1.9% | 60 | +2,571 | 3.24% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Added to | 80,255 | 4,069 | 0.53% | 0.53% | 61 | +320 | 0.4% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,946 | 3,901 | 0.04% | 0.03% | 62 | +25,272 | 48.91% | Q1 2026 | Apr 07, 2026 |
| Navigoe, LLC | History | Added to | 74,378 | 3,771 | 2.23% | 1.63% | 63 | +22,064 | 42.18% | Q1 2026 | May 01, 2026 |
| Financial Harvest, LLC | History | Added to | 74,218 | 3,763 | 2.22% | 1.7% | 64 | +19,983 | 36.85% | Q1 2026 | May 05, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 73,985 | 3,755 | 0.87% | 0.84% | 65 | +7,785 | 11.76% | Q1 2026 | Apr 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 72,340 | 3,668 | 0.1% | 0.01% | 66 | +66,216 | 1081.25% | Q1 2026 | May 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 72,337 | 3,668 | 1.04% | 1.19% | 67 | +629 | 0.88% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 69,266 | 3,512 | 0.11% | 0.01% | 68 | +61,022 | 740.2% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 68,341 | 3,462 | 3.01% | — | 70 | +68,341 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 68,341 | 3,462 | 3.01% | 2.19% | 69 | +21,802 | 46.85% | Q1 2026 | Apr 07, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 65,525 | 3,322 | 0.1% | 0.27% | 71 | -110,401 | -62.75% | Q1 2026 | Apr 27, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 64,438 | 3,267 | 1.54% | 1.4% | 72 | +9,916 | 18.19% | Q1 2026 | Apr 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 62,455 | 3,167 | 0.36% | 0.39% | 73 | -6,531 | -9.47% | Q1 2026 | Apr 08, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 62,232 | 3,155 | 1.31% | 1.25% | 74 | -341 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Everest Financial Group LLC | History | New | 60,381 | 3,061 | 0.5% | — | 75 | +60,381 | New | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 59,961 | 3,040 | 0.23% | 0.19% | 76 | +20,532 | 52.07% | Q1 2026 | May 19, 2026 |
| DRAVO BAY LLC | History | Reduced | 58,746 | 2,979 | 1.21% | 1.81% | 77 | -27,486 | -31.87% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 56,689 | 2,874 | 0.01% | 0.01% | 78 | -1,204 | -2.08% | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | Added to | 50,057 | 2,538 | 1.09% | 1.21% | 79 | +1 | 0.0% | Q1 2026 | May 07, 2026 |
| Tillman Hartley LLC | History | New | 49,362 | 2,503 | 0.63% | — | 80 | +49,362 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 48,158 | 2,442 | 0.0% | — | 81 | +48,158 | New | Q1 2026 | May 15, 2026 |
| ATLas Financial Planning LLC | History | Added to | 47,941 | 2,431 | 2.18% | 2.36% | 82 | +393 | 0.83% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 47,414 | 2,404 | 0.0% | 0.0% | 83 | +37,242 | 366.12% | Q1 2026 | May 15, 2026 |
| Aspen Capital Management, LLC | History | New | 47,403 | 2,403 | 0.59% | — | 84 | +47,403 | New | Q1 2026 | Apr 17, 2026 |
| Core Wealth Management, Inc. | History | Added to | 46,795 | 2,372 | 0.73% | 0.34% | 85 | +24,962 | 114.33% | Q1 2026 | Apr 28, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 45,529 | 2,308 | 0.42% | 0.38% | 86 | +4,792 | 11.76% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 42,879 | 2,174 | 0.0% | 0.0% | 87 | +28,582 | 199.92% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 40,212 | 2,039 | 0.0% | 0.0% | 88 | +212 | 0.53% | Q1 2026 | May 15, 2026 |
| Broadhurst Jeffrey B | History | Added to | 39,410 | 1,998 | 2.05% | 1.93% | 89 | +2,738 | 7.47% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | Added to | 39,254 | 1,990 | 0.18% | 0.13% | 90 | +6,406 | 19.5% | Q1 2026 | Apr 30, 2026 |
| Applied Capital LLC | History | Reduced | 38,890 | 1,972 | 0.74% | 1.15% | 91 | -20,130 | -34.11% | Q1 2026 | Apr 22, 2026 |
| Forza Wealth Management, LLC | History | Added to | 38,200 | 1,937 | 0.67% | 0.45% | 92 | +13,500 | 54.66% | Q1 2026 | Apr 30, 2026 |
| Meredith Wealth Planning | History | Added to | 36,302 | 1,840 | 0.5% | 0.28% | 93 | +17,410 | 92.16% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 35,500 | 1,800 | 0.03% | 0.06% | 94 | -30,000 | -45.8% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,310 | 1,790 | 0.0% | 0.0% | 95 | +6,868 | 24.15% | Q1 2026 | May 05, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 33,740 | 1,710 | 1.44% | 1.54% | 96 | -1,437 | -4.09% | Q1 2026 | May 11, 2026 |
| Claris Financial LLC | History | Added to | 33,692 | 1,708 | 0.93% | 0.9% | 97 | +176 | 0.53% | Q1 2026 | May 18, 2026 |
| Balboa Wealth Partners | History | Added to | 32,627 | 1,654 | 0.28% | 0.25% | 98 | +2,395 | 7.92% | Q1 2026 | Apr 16, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 30,251 | 1,534 | 0.52% | 0.46% | 99 | +4,832 | 19.01% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 29,815 | 1,511 | 0.02% | — | 100 | +29,815 | New | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 29,458 | 1,493 | 0.5% | 0.52% | 101 | +198 | 0.68% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Reduced | 29,023 | 1,471 | 0.23% | 0.29% | 102 | -3,638 | -11.14% | Q1 2026 | Apr 14, 2026 |
| MB Generational Wealth, LLC | History | Added to | 28,647 | 1,452 | 0.8% | 0.64% | 103 | +4,871 | 20.49% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,600 | 1,450 | 0.04% | 0.04% | 104 | +4,158 | 17.01% | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | Added to | 28,476 | 1,444 | 0.49% | 0.22% | 105 | +16,332 | 134.49% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 27,944 | 1,417 | 0.0% | 0.0% | 106 | -3,629 | -11.49% | Q1 2026 | May 14, 2026 |
| Family CFO Inc | History | Reduced | 27,807 | 1,410 | 0.63% | 0.88% | 107 | -11,114 | -28.56% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,940 | 1,265 | 0.0% | 0.01% | 108 | -13,308 | -34.79% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 24,633 | 1,249 | 0.06% | 0.05% | 109 | +2,447 | 11.03% | Q1 2026 | May 05, 2026 |
| White Wing Wealth Management | History | Added to | 24,329 | 1,233 | 0.74% | 0.61% | 110 | +3,995 | 19.65% | Q1 2026 | Apr 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 22,317 | 1,131 | 0.77% | 0.68% | 112 | +3,136 | 16.35% | Q1 2026 | Apr 21, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 22,304 | 1,131 | 0.45% | 0.51% | 111 | -2,422 | -9.8% | Q1 2026 | May 12, 2026 |
| SageOak Financial, LLC | History | New | 20,551 | 1,042 | 0.73% | — | 113 | +20,551 | New | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,965 | 1,012 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 19,031 | 965 | 0.13% | 0.1% | 115 | +4,693 | 32.73% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 18,448 | 935 | 0.02% | 0.02% | 116 | +3,207 | 21.04% | Q1 2026 | Apr 29, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 18,069 | 916 | 0.28% | 0.44% | 117 | -9,103 | -33.5% | Q1 2026 | Apr 23, 2026 |
| Mustard Seed Financial, LLC | History | New | 17,990 | 912 | 0.55% | — | 118 | +17,990 | New | Q1 2026 | Apr 27, 2026 |
| ProCore Advisors, LLC | History | Reduced | 17,698 | 897 | 1.38% | 11.84% | 119 | -210,300 | -92.24% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,220 | 873 | 0.0% | — | 120 | +17,220 | New | Q1 2026 | May 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 16,999 | 862 | 0.73% | 0.63% | 121 | +2,775 | 19.51% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | New | 16,979 | 860 | 0.0% | — | 122 | +16,979 | New | Q1 2026 | May 14, 2026 |
| Verum Partners LLC | History | New | 16,714 | 847 | 0.16% | — | 123 | +16,714 | New | Q1 2026 | Apr 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 16,460 | 834 | 0.61% | 0.57% | 124 | +1,409 | 9.36% | Q1 2026 | Apr 17, 2026 |
| Essential Planning, LLC. | History | Added to | 14,491 | 734 | 0.23% | 0.15% | 125 | +5,322 | 58.04% | Q1 2026 | Apr 22, 2026 |
| Trailhead Planners LLC | History | Added to | 14,305 | 725 | 0.7% | 0.69% | 126 | +499 | 3.61% | Q1 2026 | May 06, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 13,982 | 709 | 0.2% | 0.16% | 127 | +2,204 | 18.71% | Q1 2026 | Apr 15, 2026 |
| WPWealth LLP | History | New | 13,806 | 700 | 0.11% | — | 128 | +13,806 | New | Q1 2026 | May 11, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 13,364 | 677 | 0.23% | 0.31% | 129 | -3,791 | -22.1% | Q1 2026 | Apr 23, 2026 |
| Warburton Capital Management, LLC | History | New | 11,784 | 598 | 0.29% | — | 131 | +11,784 | New | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | No change | 11,800 | 598 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,743 | 595 | 0.0% | 0.0% | 132 | -25 | -0.21% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 11,664 | 591 | 0.01% | 0.01% | 133 | +2,927 | 33.5% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,648 | 590 | 0.07% | — | 134 | +11,648 | New | Q1 2026 | May 15, 2026 |
| Oceanside Advisors LLC | History | New | 10,833 | 549 | 0.31% | — | 135 | +10,833 | New | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,599 | 486 | 0.01% | 0.01% | 136 | -10,068 | -51.19% | Q1 2026 | Apr 08, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 9,580 | 485 | 0.14% | 0.13% | 137 | +70 | 0.74% | Q1 2026 | Apr 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 9,335 | 473 | 0.13% | — | 138 | +9,335 | New | Q1 2026 | Apr 16, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 9,106 | 461 | 0.1% | 0.08% | 139 | +1,485 | 19.49% | Q1 2026 | Apr 13, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 9,001 | 456 | 0.3% | 0.36% | 140 | -1,500 | -14.28% | Q1 2026 | Apr 22, 2026 |
| Corus Family Wealth Advisors | History | Added to | 8,851 | 448 | 0.36% | 0.32% | 141 | +974 | 12.37% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,697 | 441 | 0.02% | 0.02% | 142 | +500 | 6.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,357 | 423 | 0.0% | 0.0% | 143 | +2,334 | 38.75% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,485 | 379 | 0.0% | — | 144 | +7,485 | New | Q1 2026 | May 01, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 7,430 | 376 | 0.03% | 0.03% | 146 | -300 | -3.88% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 7,439 | 376 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Evanson Asset Management, LLC | History | Added to | 7,408 | 375 | 0.02% | 0.02% | 147 | +995 | 15.52% | Q1 2026 | Apr 08, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 7,194 | 364 | 0.22% | 0.21% | 148 | +494 | 7.37% | Q1 2026 | Apr 22, 2026 |
| Geometric Wealth Advisors | History | Added to | 7,039 | 356 | 0.04% | 0.05% | 149 | +53 | 0.76% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | New | 7,001 | 355 | 0.04% | — | 150 | +7,001 | New | Q1 2026 | Apr 23, 2026 |
| Elser Financial Planning, Inc | History | New | 6,949 | 352 | 0.02% | — | 151 | +6,949 | New | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,745 | 342 | 0.01% | — | 152 | +6,745 | New | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Added to | 6,652 | 337 | 0.01% | 0.01% | 153 | +3,440 | 107.1% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,494 | 329 | 0.0% | 0.0% | 154 | -6,318 | -49.31% | Q1 2026 | May 11, 2026 |
| Eaton-Cambridge Inc. | History | No change | 6,495 | 329 | 0.1% | 0.11% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,271 | 318 | 0.0% | 0.0% | 156 | +493 | 8.53% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 6,217 | 315 | 0.09% | 0.09% | 157 | +592 | 10.52% | Q1 2026 | May 05, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 6,123 | 310 | 0.08% | 0.06% | 158 | +1,341 | 28.04% | Q1 2026 | Apr 27, 2026 |
| First Financial Group Corp | History | Added to | 5,915 | 299 | 0.24% | 0.25% | 159 | +3 | 0.05% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,772 | 292 | 0.01% | 0.01% | 160 | +7 | 0.12% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,218 | 264 | 0.0% | 0.0% | 161 | -245 | -4.48% | Q1 2026 | May 08, 2026 |
| LANE BROTHERS & CO INC | History | No change | 5,126 | 259 | 0.19% | 0.19% | 162 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 4,979 | 252 | 0.09% | 0.08% | 163 | +480 | 10.67% | Q1 2026 | Apr 09, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,845 | 245 | 0.07% | 0.1% | 164 | -2,094 | -30.18% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 4,510 | 228 | 0.0% | 0.0% | 165 | +3,903 | 643.0% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | No change | 4,289 | 217 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CSP Financial Group, LLC | History | New | 4,215 | 213 | 0.22% | — | 167 | +4,215 | New | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | New | 4,200 | 212 | 0.0% | — | 168 | +4,200 | New | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 4,175 | 211 | 0.05% | 0.05% | 169 | +31 | 0.75% | Q1 2026 | Apr 10, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 4,145 | 210 | 0.06% | 0.08% | 170 | -1,085 | -20.75% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | New | 3,945 | 200 | 0.01% | — | 171 | +3,945 | New | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | New | 2,830 | 143 | 0.41% | — | 172 | +2,830 | New | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,724 | 138 | 0.0% | 0.01% | 173 | -1,464 | -34.96% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,394 | 121 | 0.01% | 0.01% | 174 | +175 | 7.89% | Q1 2026 | Apr 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 2,025 | 102 | 0.05% | 0.06% | 175 | -611 | -23.18% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,813 | 91 | 0.05% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,298 | 65 | 0.0% | — | 177 | +1,298 | New | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | New | 1,091 | 55 | 0.01% | — | 178 | +1,091 | New | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,000 | 50 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAM GROUP, INC. | History | New | 830 | 42 | 0.02% | — | 181 | +830 | New | Q1 2026 | Apr 22, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 847 | 42 | 0.01% | 0.02% | 180 | -288 | -25.37% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 560 | 28 | 0.0% | 0.0% | 182 | +38 | 7.28% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Added to | 290 | 15 | 0.0% | 0.0% | 183 | +3 | 1.05% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 250 | 12 | 0.0% | — | 184 | +250 | New | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 199 | 10 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 100 | 5 | 0.0% | 0.01% | 186 | -387 | -79.47% | Q1 2026 | Apr 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 67 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 44 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 26 | 1 | 0.0% | — | 192 | +26 | New | Q1 2026 | May 13, 2026 |
| RHL GROUP, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| John A. Wolfe & Associates, Inc. | History | Closed out | 0 | 0 | — | 3.87% | — | -141,511 | -100.0% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,988 | -100.0% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,763 | -100.0% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -7,750 | -99.99% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,092 | -100.0% | Q1 2026 | May 01, 2026 |
| CPA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,930 | -100.0% | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | Apr 17, 2026 |