AMERICAN CENTURY ETF TRUST - QGRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,566,796 | 269,590 | 0.07% | 0.07% | 1 | +178,458 | 7.47% | Q1 2026 | May 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,099,809 | 115,512 | 2.1% | 2.28% | 2 | +64,245 | 6.2% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,032,466 | 108,439 | 0.03% | 0.03% | 3 | +90,986 | 9.66% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 946,484 | 99,409 | 3.17% | 2.95% | 4 | +171,852 | 22.18% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 865,518 | 90,905 | 0.05% | 0.06% | 5 | -121,793 | -12.34% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 834,469 | 87,644 | 0.05% | 0.06% | 6 | +48,776 | 6.21% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 498,419 | 52,348 | 0.01% | 0.02% | 7 | -16,652 | -3.23% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 443,414 | 46,571 | 0.0% | 0.0% | 8 | -112,220 | -20.2% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 384,167 | 40,349 | 0.43% | 0.01% | 9 | +379,512 | 8152.78% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 368,087 | 38,660 | 0.06% | 0.06% | 10 | +8,544 | 2.38% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | Added to | 353,832 | 37,162 | 8.39% | 8.93% | 11 | +56,368 | 18.95% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Added to | 342,865 | 36,011 | 1.76% | 1.73% | 12 | +37,799 | 12.39% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | Added to | 313,720 | 32,949 | 3.4% | 3.64% | 13 | +12,373 | 4.11% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 293,441 | 30,820 | 0.11% | 0.09% | 14 | +88,832 | 43.42% | Q1 2026 | Jun 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 290,201 | 30,500 | 0.23% | 0.24% | 15 | +15,990 | 5.83% | Q1 2026 | May 14, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | New | 267,827 | 28,129 | 16.61% | — | 16 | +267,827 | New | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 265,404 | 27,875 | 0.04% | 0.04% | 17 | -739 | -0.28% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 179,874 | 18,892 | 0.09% | 0.11% | 18 | -29,500 | -14.09% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 164,538 | 18,842 | 0.12% | 0.12% | 19 | +10,999 | 7.16% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 178,840 | 18,783 | 0.0% | 0.0% | 20 | -33,678 | -15.85% | Q1 2026 | May 11, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 157,237 | 17,722 | 9.74% | 9.54% | 21 | +13,751 | 9.58% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 162,500 | 17,067 | 0.01% | 0.02% | 22 | +45,700 | 39.13% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 151,561 | 15,918 | 0.04% | 0.04% | 23 | +20,741 | 15.85% | Q1 2026 | Apr 30, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 151,015 | 15,861 | 1.97% | 2.1% | 24 | +4,436 | 3.03% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 136,245 | 14,309 | 1.56% | 1.6% | 25 | +3,993 | 3.02% | Q1 2026 | Apr 28, 2026 |
| IAM Advisory, LLC | History | Reduced | 134,640 | 14,141 | 3.17% | 3.47% | 26 | -1,762 | -1.29% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Reduced | 129,906 | 13,644 | 0.0% | 0.0% | 27 | -37,637 | -22.46% | Q1 2026 | May 05, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 119,170 | 12,665 | 1.57% | 1.19% | 28 | +38,345 | 47.44% | Q1 2026 | Apr 07, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 111,216 | 11,681 | 4.01% | 2.05% | 29 | +60,300 | 118.43% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 106,142 | 11,148 | 0.18% | 0.11% | 30 | +56,517 | 113.89% | Q1 2026 | May 18, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 99,109 | 10,409 | 0.15% | 0.18% | 31 | -5,579 | -5.33% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 91,220 | 9,581 | 0.01% | 0.01% | 32 | -5,420 | -5.61% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 88,857 | 9,332 | 0.11% | 0.1% | 33 | +11,007 | 14.14% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 88,494 | 9,294 | 0.0% | 0.0% | 34 | -99,885 | -53.02% | Q1 2026 | May 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 88,035 | 9,246 | 3.86% | 4.15% | 35 | +1,999 | 2.32% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 87,984 | 9,240 | 0.57% | 0.48% | 36 | +1,800 | 2.09% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 86,224 | 9,056 | 1.0% | 1.48% | 37 | -28,916 | -25.11% | Q1 2026 | May 11, 2026 |
| MFA Wealth Services | History | Added to | 83,377 | 8,757 | 5.8% | 6.39% | 38 | +823 | 1.0% | Q1 2026 | Apr 21, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 81,038 | 8,511 | 3.37% | 5.82% | 39 | -48,036 | -37.22% | Q1 2026 | May 26, 2026 |
| Networth Advisors, LLC | History | Added to | 76,753 | 8,061 | 5.7% | 6.34% | 40 | +1,754 | 2.34% | Q1 2026 | Apr 22, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 66,111 | 6,943 | 5.06% | 6.46% | 41 | -11,857 | -15.21% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 61,709 | 6,481 | 0.13% | 0.17% | 42 | -3,430 | -5.27% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 61,049 | 6,412 | 0.01% | 0.01% | 43 | +1,083 | 1.81% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 60,370 | 6,341 | 0.02% | 0.01% | 44 | +7,434 | 14.04% | Q1 2026 | Apr 22, 2026 |
| Clarity Asset Management, Inc. | History | New | 59,798 | 6,280 | 3.18% | — | 45 | +59,798 | New | Q1 2026 | May 04, 2026 |
| Parcion Private Wealth LLC | History | Added to | 56,735 | 5,958 | 0.37% | 0.38% | 46 | +2,006 | 3.67% | Q1 2026 | Apr 22, 2026 |
| Weil Company, Inc. | History | Added to | 55,528 | 5,832 | 1.31% | 1.34% | 47 | +4,701 | 9.25% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Added to | 47,437 | 4,982 | 0.03% | 0.03% | 48 | +4,505 | 10.49% | Q1 2026 | May 13, 2026 |
| Petros Family Wealth, LLC | History | Added to | 44,091 | 4,630 | 3.3% | 2.75% | 49 | +8,009 | 22.2% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 40,473 | 4,250 | 0.19% | 0.25% | 50 | -5,649 | -12.25% | Q1 2026 | Apr 28, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 37,693 | 3,971 | 2.59% | 2.86% | 51 | +1,279 | 3.51% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,942 | 3,774 | 0.05% | 0.05% | 52 | +399 | 1.12% | Q1 2026 | Apr 20, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 33,898 | 3,560 | 0.9% | 1.32% | 53 | -6,775 | -16.66% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,615 | 3,485 | 0.2% | 0.2% | 54 | +1,582 | 5.27% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 32,705 | 3,435 | 0.01% | 0.02% | 55 | +704 | 2.2% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,214 | 3,383 | 0.02% | 0.01% | 56 | +10,321 | 47.14% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 32,021 | 3,363 | 0.01% | 0.01% | 57 | -324 | -1.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 29,002 | 3,046 | 0.07% | 0.08% | 58 | -665 | -2.24% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 28,905 | 3,035 | 0.54% | 0.52% | 59 | +3,843 | 15.33% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,409 | 2,983 | 0.02% | 0.02% | 60 | +15,905 | 127.2% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 27,788 | 2,919 | 0.08% | 0.1% | 61 | -2,647 | -8.7% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 27,113 | 2,847 | 0.15% | 0.17% | 62 | -1,227 | -4.33% | Q1 2026 | Apr 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 25,184 | 2,645 | 0.3% | 0.3% | 63 | +438 | 1.77% | Q1 2026 | May 04, 2026 |
| Elevation Capital Advisory, LLC | History | New | 24,144 | 2,535 | 1.08% | — | 64 | +24,144 | New | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 21,471 | 2,255 | 0.09% | 0.1% | 65 | -947 | -4.22% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,456 | 2,253 | 0.0% | 0.01% | 66 | -33,872 | -61.22% | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 21,147 | 2,221 | 0.84% | 0.81% | 67 | +1,804 | 9.33% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 20,477 | 2,150 | 0.01% | 0.03% | 68 | -69,821 | -77.32% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,441 | 2,146 | 0.05% | 0.02% | 69 | +11,491 | 128.39% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | New | 19,855 | 2,085 | 0.09% | — | 71 | +19,855 | New | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Added to | 19,852 | 2,085 | 0.3% | 0.31% | 70 | +1,350 | 7.3% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 18,361 | 2,067 | 0.14% | 0.2% | 72 | -6,229 | -25.33% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 19,645 | 2,063 | 0.01% | — | 73 | +19,645 | New | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 19,575 | 2,055 | 0.95% | 1.06% | 74 | -417 | -2.09% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 18,390 | 1,931 | 0.0% | 0.0% | 75 | -9,550 | -34.18% | Q1 2026 | May 13, 2026 |
| MONEYWISE, INC. | History | Reduced | 17,492 | 1,837 | 0.8% | 0.96% | 76 | -2,688 | -13.32% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,077 | 1,793 | 0.14% | 0.15% | 77 | +325 | 1.94% | Q1 2026 | May 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 16,963 | 1,781 | 0.4% | 0.42% | 78 | +1,264 | 8.05% | Q1 2026 | Apr 27, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 16,290 | 1,710 | 0.63% | 0.72% | 79 | -1,161 | -6.65% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,922 | 1,708 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy CG, LLC | History | Reduced | 16,214 | 1,702 | 0.47% | 0.74% | 81 | -6,988 | -30.12% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 16,003 | 1,680 | 0.28% | 0.41% | 82 | -3,758 | -19.02% | Q1 2026 | Apr 30, 2026 |
| KWB Wealth | History | No change | 14,203 | 1,626 | 0.16% | 0.15% | 83 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WT Wealth Management | History | Added to | 15,284 | 1,605 | 0.48% | 0.47% | 84 | +893 | 6.21% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | New | 14,840 | 1,558 | 0.01% | — | 85 | +14,840 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,580 | 1,531 | 0.02% | 0.02% | 86 | +401 | 2.83% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,172 | 1,488 | 0.04% | 0.05% | 87 | +28 | 0.2% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 14,014 | 1,471 | 0.05% | 0.05% | 88 | +779 | 5.89% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,697 | 1,438 | 0.0% | 0.0% | 89 | +245 | 1.82% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,100 | 1,375 | 0.03% | 0.03% | 90 | +3,019 | 29.95% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 11,798 | 1,239 | 0.05% | 0.04% | 91 | +1,641 | 16.16% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,907 | 1,222 | 0.0% | 0.0% | 92 | +3,285 | 38.1% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 11,529 | 1,210 | 0.01% | 0.01% | 93 | +1,626 | 16.42% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 10,220 | 1,073 | 0.04% | — | 94 | +10,220 | New | Q1 2026 | May 14, 2026 |
| Freestate Advisors LLC | History | Added to | 9,605 | 1,008 | 0.81% | 0.89% | 95 | +5 | 0.05% | Q1 2026 | Apr 09, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 9,560 | 1,004 | 0.59% | — | 96 | +9,560 | New | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Reduced | 9,514 | 999 | 0.09% | 0.2% | 97 | -6,469 | -40.47% | Q1 2026 | Apr 30, 2026 |
| Unified Investment Management | History | No change | 8,772 | 921 | 0.94% | 1.01% | 98 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | New | 8,734 | 917 | 0.01% | — | 99 | +8,734 | New | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,727 | 916 | 0.0% | 0.0% | 100 | -2,277 | -20.69% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,596 | 902 | 0.0% | 0.01% | 101 | -6,470 | -42.94% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,332 | 875 | 0.0% | 0.0% | 102 | +2,021 | 32.02% | Q1 2026 | Apr 30, 2026 |
| Sunpointe, LLC | History | No change | 7,206 | 756 | 0.25% | 0.27% | 103 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brio Consultants, LLC | History | Added to | 5,667 | 638 | 0.08% | 0.07% | 104 | +735 | 14.9% | Q1 2026 | May 06, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 6,022 | 632 | 0.13% | 0.54% | 105 | -15,992 | -72.64% | Q1 2026 | May 08, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 6,432 | 630 | 0.28% | 0.65% | 106 | -7,018 | -52.18% | Q1 2026 | May 05, 2026 |
| Capital Squared Financial LLC | History | Reduced | 5,757 | 604 | 0.46% | 0.55% | 107 | -443 | -7.15% | Q1 2026 | May 01, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,517 | 579 | 0.31% | 0.34% | 108 | +130 | 2.41% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | No change | 5,393 | 566 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,320 | 558 | 0.0% | 0.0% | 110 | +1,721 | 47.82% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,168 | 542 | 0.05% | 0.05% | 111 | +323 | 6.67% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,849 | 509 | 0.02% | — | 112 | +4,849 | New | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,442 | 503 | 0.11% | 0.11% | 113 | +125 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 4,698 | 493 | 0.02% | 0.51% | 114 | -106,016 | -95.76% | Q1 2026 | Apr 28, 2026 |
| Midwest Financial Group LLC | History | Added to | 4,382 | 460 | 0.2% | 0.13% | 115 | +1,885 | 75.49% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,212 | 442 | 0.0% | — | 116 | +4,212 | New | Q1 2026 | May 15, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 4,121 | 432 | 0.06% | 0.07% | 117 | -105 | -2.48% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,046 | 424 | 0.01% | 0.01% | 118 | +1,053 | 35.18% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,032 | 423 | 0.0% | 0.0% | 119 | -18,870 | -82.39% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 3,946 | 414 | 0.01% | 0.01% | 120 | -530 | -11.84% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Added to | 3,886 | 408 | 0.01% | 0.01% | 121 | +10 | 0.26% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 3,772 | 396 | 0.01% | 0.01% | 122 | +498 | 15.21% | Q1 2026 | Apr 27, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 3,728 | 391 | 0.19% | — | 124 | +3,728 | New | Q1 2026 | May 15, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 3,728 | 391 | 0.2% | 0.23% | 123 | +41 | 1.11% | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 3,280 | 375 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 3,179 | 333 | 0.1% | 5.18% | 126 | -134,674 | -97.69% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 3,173 | 333 | 0.0% | — | 127 | +3,173 | New | Q1 2026 | May 12, 2026 |
| Trademark Financial Management, LLC | History | Added to | 3,166 | 332 | 0.16% | 0.19% | 128 | +92 | 2.99% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,144 | 330 | 0.01% | 0.27% | 129 | -47,254 | -93.76% | Q1 2026 | May 19, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,054 | 320 | 0.02% | 0.03% | 130 | -11 | -0.36% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,905 | 305 | 0.0% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,892 | 303 | 0.04% | 0.05% | 132 | -173 | -5.64% | Q1 2026 | Apr 22, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 2,843 | 298 | 0.09% | 0.1% | 133 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,770 | 290 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,703 | 283 | 0.0% | 0.0% | 135 | -1,552 | -36.47% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 2,339 | 267 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 2,477 | 260 | 0.01% | 0.01% | 137 | +306 | 14.09% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 2,393 | 251 | 0.0% | 0.0% | 138 | -29 | -1.2% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,221 | 249 | 0.01% | 0.02% | 139 | -1,093 | -32.98% | Q1 2026 | May 14, 2026 |
| CVFG LLC | History | Added to | 2,360 | 247 | 0.03% | 0.18% | 140 | +50 | 2.16% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,297 | 241 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,293 | 240 | 0.2% | 0.22% | 142 | +2 | 0.09% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,255 | 236 | 0.0% | 0.0% | 143 | -17 | -0.75% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 2,201 | 231 | 0.0% | 0.0% | 144 | +319 | 16.95% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 2,193 | 230 | 0.09% | 0.1% | 145 | -93 | -4.07% | Q1 2026 | Apr 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 2,172 | 228 | 0.02% | 0.02% | 146 | -193 | -8.16% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Added to | 2,161 | 226 | 0.18% | 0.12% | 147 | +246 | 12.85% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | New | 2,126 | 223 | 0.05% | — | 148 | +2,126 | New | Q1 2026 | Apr 10, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 2,090 | 219 | 0.11% | — | 149 | +2,090 | New | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 2,059 | 216 | 0.01% | 0.01% | 150 | +246 | 13.57% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | New | 2,021 | 212 | 0.03% | — | 151 | +2,021 | New | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,952 | 205 | 0.0% | 0.0% | 152 | +22 | 1.14% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,926 | 202 | 0.04% | 0.04% | 153 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,540 | 161 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,509 | 158 | 0.0% | — | 155 | +1,509 | New | Q1 2026 | May 01, 2026 |
| Access Investment Management LLC | History | New | 1,449 | 152 | 0.04% | — | 156 | +1,449 | New | Q1 2026 | May 21, 2026 |
| Park Place Capital Corp | History | No change | 1,429 | 150 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MOTCO | History | Reduced | 1,367 | 143 | 0.01% | 0.1% | 158 | -8,228 | -85.75% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,072 | 112 | 0.0% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Reduced | 1,041 | 109 | 0.0% | 0.0% | 160 | -10 | -0.95% | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 853 | 89 | 0.06% | 0.09% | 161 | -232 | -21.38% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 757 | 79 | 0.0% | — | 163 | +757 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 780 | 79 | 0.0% | 0.0% | 162 | +209 | 36.6% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 667 | 70 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 626 | 65 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 574 | 60 | 0.0% | 0.0% | 166 | +468 | 441.51% | Q1 2026 | Apr 27, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 532 | 55 | 0.01% | — | 167 | +532 | New | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 453 | 47 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 425 | 45 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 365 | 38 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 341 | 35 | 0.01% | 0.1% | 171 | -2,013 | -85.51% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 341 | 35 | 0.01% | 0.01% | 172 | -9 | -2.57% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 307 | 32 | 0.0% | 0.0% | 173 | -840 | -73.23% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 300 | 31 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 293 | 30 | 0.01% | 0.0% | 175 | +160 | 120.3% | Q1 2026 | Apr 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 263 | 27 | 0.0% | 0.0% | 176 | +233 | 776.67% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 241 | 25 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 226 | 23 | 0.0% | 0.0% | 178 | +101 | 80.8% | Q1 2026 | Jun 02, 2026 |
| Blue Trust, Inc. | History | New | 202 | 21 | 0.0% | — | 179 | +202 | New | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 195 | 20 | 0.01% | — | 180 | +195 | New | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 84 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 81 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 59 | 6 | 0.0% | — | 183 | +59 | New | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 48 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | New | 41 | 4 | 0.0% | — | 185 | +41 | New | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 33 | 3 | 0.0% | 0.27% | 187 | -17,537 | -99.81% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 37 | 3 | 0.0% | — | 188 | +37 | New | Q1 2026 | Apr 14, 2026 |
| Truvestments Capital LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 19 | 1 | 0.0% | — | 189 | +19 | New | Q1 2026 | Apr 07, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Closed out | 0 | 0 | — | 4.67% | — | -532,782 | -100.0% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -69,921 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 1.96% | — | -40,260 | -100.0% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -27,160 | -100.0% | Q1 2026 | May 05, 2026 |
| Valued Retirements, Inc. | History | Closed out | 0 | 0 | — | 2.63% | — | -23,481 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,966 | -100.0% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,011 | -100.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,798 | -100.0% | Q1 2026 | May 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -2,350 | -100.0% | Q1 2026 | May 14, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,305 | -100.0% | Q1 2026 | May 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,900 | -100.0% | Q1 2026 | May 05, 2026 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,895 | -100.0% | Q1 2026 | May 04, 2026 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -1,813 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -327 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -103 | -96.26% | Q1 2026 | May 08, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |