DBX ETF TRUST - HDEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,761,393 | 763,691 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,835,059 | 91,118 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,769,198 | 56,862 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,557,709 | 49,769 | 0.07% | 0.08% | 4 | +132,957 | 9.33% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,242,881 | 39,946 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 1,136,736 | 36,534 | 0.87% | 0.87% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,015,884 | 32,650 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,006,549 | 32,350 | 0.66% | 0.66% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 952,348 | 30,608 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 635,354 | 20,420 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 613,126 | 19,705 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | No change | 596,285 | 19,289 | 0.22% | 0.23% | 12 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 583,660 | 18,758 | 0.23% | 0.23% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 532,574 | 17,116 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 415,793 | 13,364 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Columbus Macro, LLC | History | Added to | 404,273 | 13,078 | 1.27% | 1.26% | 16 | +1,913 | 0.48% | Q3 2026 | Oct 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 392,423 | 12,612 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 381,715 | 12,268 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 371,777 | 11,948 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 15 Wealth Advisors LLC | History | New | 356,786 | 11,541 | 2.89% | — | 20 | +356,786 | New | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 348,223 | 11,251 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 330,212 | 10,613 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 330,063 | 10,608 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 303,177 | 9,807 | 2.46% | 2.31% | 24 | +509 | 0.17% | Q3 2026 | Oct 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 297,930 | 9,575 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Pine Investment CO | History | Added to | 246,104 | 7,961 | 1.66% | 1.68% | 26 | +676 | 0.28% | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | Reduced | 193,331 | 6,254 | 0.01% | 0.01% | 27 | -3,746 | -1.9% | Q3 2026 | Oct 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 189,021 | 6,075 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paller Financial Services Inc | History | Added to | 183,434 | 5,934 | 4.55% | 3.27% | 29 | +47,321 | 34.77% | Q3 2026 | Oct 09, 2026 |
| HighTower Advisors, LLC | History | No change | 158,113 | 5,081 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NICOLET BANKSHARES INC | History | No change | 150,453 | 4,835 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSFG, LLC | History | Reduced | 148,752 | 4,812 | 1.11% | 1.99% | 32 | -343,081 | -69.76% | Q3 2026 | Oct 23, 2026 |
| Rose Capital Advisors LLC | History | New | 134,328 | 4,345 | 1.06% | — | 33 | +134,328 | New | Q3 2026 | Nov 04, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 124,667 | 4,032 | 0.18% | 0.29% | 34 | -59,085 | -32.15% | Q3 2026 | Oct 28, 2026 |
| SWS Partners | History | Reduced | 123,824 | 4,005 | 0.86% | 0.87% | 35 | -1,442 | -1.15% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 117,157 | 3,790 | 0.0% | 0.01% | 36 | -7,876 | -6.3% | Q3 2026 | Nov 02, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 103,610 | 3,351 | 0.52% | 0.52% | 37 | +51,668 | 99.47% | Q3 2026 | Oct 28, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 100,991 | 3,267 | 0.02% | 0.02% | 38 | +4,173 | 4.31% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 101,610 | 3,265 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100,451 | 3,228 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 99,033 | 3,182 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Reduced | 96,985 | 3,137 | 0.14% | 0.18% | 42 | -3,663 | -3.64% | Q3 2026 | Oct 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 79,158 | 2,560 | 0.07% | 0.07% | 43 | +4,188 | 5.59% | Q3 2026 | Oct 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 65,661 | 2,110 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 64,814 | 2,096 | 0.0% | 0.0% | 45 | +900 | 1.41% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 55,899 | 1,796 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 211 | 1,739 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 51,877 | 1,667 | 1.32% | 1.32% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 41,650 | 1,338 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 37,667 | 1,218 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 37,391 | 1,201 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 36,750 | 1,181 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 35,722 | 1,157 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 35,367 | 1,144 | 0.02% | 0.02% | 54 | +770 | 2.23% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,918 | 1,097 | 0.01% | 0.01% | 55 | +2,043 | 6.41% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 33,442 | 1,074 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 32,653 | 1,049 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 32,428 | 1,042 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 5T Wealth, LLC | History | No change | 31,511 | 1,012 | 0.38% | 0.38% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,457 | 1,009 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 28,902 | 934 | 0.02% | 0.02% | 61 | -864 | -2.9% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,702 | 922 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 27,198 | 874 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 23,900 | 768 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Way Holdings LLC | History | No change | 22,826 | 738 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 22,562 | 731 | 0.02% | 0.02% | 66 | +2,934 | 14.95% | Q3 2026 | Oct 09, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 21,026 | 675 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Austin Wealth Management, LLC | History | No change | 20,239 | 673 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,746 | 666 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 18,043 | 583 | 0.05% | 0.05% | 70 | -73 | -0.4% | Q3 2026 | Oct 21, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 17,376 | 562 | 0.19% | 0.2% | 71 | -340 | -1.92% | Q3 2026 | Oct 13, 2026 |
| REDW Wealth LLC | History | Added to | 15,594 | 504 | 0.18% | 0.13% | 72 | +4,524 | 40.87% | Q3 2026 | Oct 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,663 | 503 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 15,270 | 490 | 0.27% | 0.27% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 14,996 | 481 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 14,654 | 474 | 0.27% | 0.21% | 76 | +3,173 | 27.64% | Q3 2026 | Oct 30, 2026 |
| Focus Partners Wealth | History | No change | 14,238 | 457 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 13,583 | 439 | 0.11% | 0.11% | 78 | +92 | 0.68% | Q3 2026 | Oct 19, 2026 |
| Corient Private Wealth LP | History | No change | 13,640 | 438 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,540 | 403 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | New | 12,389 | 400 | 0.0% | — | 81 | +12,389 | New | Q3 2026 | Oct 28, 2026 |
| FDx Advisors, Inc. | History | No change | 12,369 | 398 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Headland Capital, LLC | History | No change | 12,090 | 388 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 11,644 | 374 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,859 | 349 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,655 | 344 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Quantinno Capital Management LP | History | No change | 10,622 | 341 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 10,523 | 340 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ENTREWEALTH, LLC | History | No change | 10,423 | 337 | 0.12% | 0.13% | 89 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,340 | 332 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patten Group, Inc. | History | Reduced | 10,247 | 331 | 0.05% | 0.05% | 91 | -95 | -0.92% | Q3 2026 | Oct 26, 2026 |
| BRIGHTON JONES LLC | History | Added to | 9,905 | 320 | 0.01% | 0.01% | 92 | +68 | 0.69% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,521 | 305 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 9,309 | 301 | 0.0% | 0.0% | 94 | -626 | -6.3% | Q3 2026 | Oct 27, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 8,667 | 278 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONECO ADVISORS, LLC | History | New | 8,511 | 275 | 0.02% | — | 96 | +8,511 | New | Q3 2026 | Nov 05, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 8,130 | 263 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,130 | 261 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Group, LLC | History | No change | 7,739 | 250 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Betterment LLC | History | No change | 7,756 | 249 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,310 | 215 | 0.01% | 0.02% | 101 | -351 | -5.27% | Q3 2026 | Oct 30, 2026 |
| Capital Investment Advisors, LLC | History | No change | 6,408 | 207 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Brookstone Capital Management | History | New | 6,284 | 203 | 0.0% | — | 103 | +6,284 | New | Q3 2026 | Oct 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,933 | 190 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 5,814 | 189 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 5,746 | 184 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,648 | 181 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 5,400 | 174 | 0.06% | 0.06% | 108 | +79 | 1.48% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,302 | 170 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,882 | 157 | 0.01% | 0.01% | 110 | +490 | 11.16% | Q3 2026 | Oct 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 4,189 | 135 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CGC Financial Services, LLC | History | No change | 3,948 | 127 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BlackRock, Inc. | History | No change | 3,865 | 124 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,963 | 95 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,756 | 88 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 2,504 | 80 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,750 | 56 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,700 | 54 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,667 | 53 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,621 | 52 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,601 | 51 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Knuff & Co LLC | History | No change | 1,030 | 33 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 858 | 27 | 0.01% | — | 123 | +858 | New | Q3 2026 | Oct 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 788 | 25 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 714 | 22 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GGM Financial LLC | History | Added to | 630 | 20 | 0.01% | 0.01% | 126 | +4 | 0.64% | Q3 2026 | Nov 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 513 | 16 | 0.0% | 0.0% | 127 | +362 | 239.74% | Q3 2026 | Oct 13, 2026 |
| Addison Advisors LLC | History | No change | 525 | 16 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LGT Financial Advisors LLC | History | No change | 505 | 16 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Financial Management LLC | History | No change | 504 | 16 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Financial Perspectives, Inc | History | No change | 409 | 13 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 356 | 12 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 255 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 266 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 214 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 143 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 118 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 91 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 37 | 1 | 0.0% | — | 139 | +37 | New | Q3 2026 | Oct 21, 2026 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.02% | — | -6,322 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -677 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q3 2026 | Oct 29, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2026 | Oct 15, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2026 | Oct 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |