AMERICAN CENTURY ETF TRUST - QGRO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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 Reduced 2,161,862 255,207 0.06% 0.07% 1 -404,934 -15.78% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History Added to 1,146,521 135,346 3.55% 3.17% 2 +200,037 21.13% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 1,038,201 122,559 1.94% 2.1% 3 -61,608 -5.6% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 921,171 108,744 0.03% 0.03% 4 -111,295 -10.78% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 788,535 93,086 0.04% 0.05% 5 -76,983 -8.89% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History New 592,369 72,920 0.87% 6 +592,369 New Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 515,194 60,818 0.01% 0.01% 7 +16,775 3.37% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History Added to 460,123 54,317 0.0% 0.0% 8 +16,709 3.77% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 370,266 43,711 0.05% 0.06% 9 +2,179 0.59% Q2 2026 Aug 14, 2026
Next Level Private LLC History Added to 370,112 43,691 8.56% 8.39% 10 +16,280 4.6% Q2 2026 Jul 09, 2026
Procyon Advisors, LLC History Added to 362,355 42,776 1.85% 1.76% 11 +19,490 5.68% Q2 2026 Jul 09, 2026
Intrua Financial, LLC History Added to 316,840 37,403 3.43% 3.4% 12 +3,120 0.99% Q2 2026 Jul 24, 2026
Pinnacle Financial Partners, Inc. History Added to 310,201 36,619 0.25% 0.23% 13 +20,000 6.89% Q2 2026 Aug 14, 2026
Sherrill & Hutchins Financial Advisory, Inc History Added to 305,614 36,077 17.25% 16.61% 14 +37,787 14.11% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History Added to 300,483 35,471 0.11% 0.11% 15 +7,042 2.4% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 281,976 33,287 0.04% 0.04% 16 +16,572 6.24% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 251,142 29,647 0.02% 0.05% 17 -583,327 -69.9% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History Added to 211,320 24,946 0.15% 0.12% 18 +46,782 28.43% Q2 2026 Aug 17, 2026
WELLS FARGO & COMPANY/MN History Added to 181,655 21,444 0.0% 0.0% 19 +2,815 1.57% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 164,700 19,442 0.01% 0.01% 20 +2,200 1.35% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History Reduced 152,551 18,008 0.08% 0.09% 21 -27,323 -15.19% Q2 2026 Jul 27, 2026
UBS Group AG History Added to 133,596 15,771 0.0% 0.0% 22 +3,690 2.84% Q2 2026 Aug 13, 2026
IAM Advisory, LLC History Reduced 132,680 15,662 3.05% 3.17% 23 -1,960 -1.46% Q2 2026 Jul 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 130,528 15,409 0.04% 0.04% 24 -21,033 -13.88% Q2 2026 Jul 27, 2026
Wilkerson Advisory Group LLC History Added to 116,467 13,749 4.22% 4.01% 25 +5,251 4.72% Q2 2026 Jul 21, 2026
Pathway Financial Advisors LLC History Reduced 117,502 13,659 1.59% 1.57% 26 -1,668 -1.4% Q2 2026 Jul 06, 2026
Golden State Wealth Management, LLC History Reduced 101,086 11,933 1.09% 1.56% 27 -35,159 -25.81% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History Added to 98,503 11,628 0.01% 0.01% 28 +7,283 7.98% Q2 2026 Aug 12, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 89,650 10,583 3.9% 3.86% 29 +1,615 1.83% Q2 2026 Jul 22, 2026
Stratos Wealth Advisors, LLC History Added to 88,355 10,430 0.57% 0.57% 30 +371 0.42% Q2 2026 Aug 11, 2026
MFA Wealth Services History Added to 85,282 10,067 6.01% 5.8% 31 +1,905 2.28% Q2 2026 Jul 21, 2026
Ruggaard & Associates LLC History Added to 84,069 9,924 3.56% 3.37% 32 +3,031 3.74% Q2 2026 Aug 17, 2026
Capital Investment Advisors, LLC History Reduced 82,295 9,714 0.13% 0.15% 33 -16,814 -16.97% Q2 2026 Aug 06, 2026
Networth Advisors, LLC History Added to 80,045 9,449 5.49% 5.7% 34 +3,292 4.29% Q2 2026 Jul 22, 2026
Cetera Investment Advisers History Added to 75,304 8,889 0.01% 0.0% 35 +53,848 250.97% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History Added to 66,618 7,864 0.16% 0.09% 36 +45,147 210.27% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History Added to 63,388 7,483 0.01% 0.01% 37 +2,339 3.83% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History Added to 62,336 7,359 0.01% 0.02% 38 +1,966 3.26% Q2 2026 Aug 05, 2026
Clarity Asset Management, Inc. History Added to 61,799 7,295 3.58% 3.18% 39 +2,001 3.35% Q2 2026 Jul 16, 2026
Arkadios Wealth Advisors History Reduced 61,656 7,278 0.11% 0.18% 40 -44,486 -41.91% Q2 2026 Aug 10, 2026
Weil Company, Inc. History Added to 58,727 6,932 1.22% 1.31% 41 +3,199 5.76% Q2 2026 Aug 05, 2026
Parcion Private Wealth LLC History Added to 58,509 6,907 0.38% 0.37% 42 +1,774 3.13% Q2 2026 Jul 27, 2026
ROYAL BANK OF CANADA History Reduced 56,564 6,677 0.0% 0.0% 43 -31,930 -36.08% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History Added to 55,718 6,577 0.03% 0.03% 44 +8,281 17.46% Q2 2026 Aug 03, 2026
Petros Family Wealth, LLC History Added to 46,461 5,484 3.35% 3.3% 45 +2,370 5.38% Q2 2026 Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 40,224 4,748 0.18% 0.19% 46 -249 -0.62% Q2 2026 Jul 22, 2026
WIN ADVISORS, INC History New 37,868 4,470 1.59% 47 +37,868 New Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History Added to 37,040 4,372 0.09% 0.05% 48 +16,599 81.2% Q2 2026 Jul 29, 2026
Key FInancial Inc History Added to 36,956 4,362 0.71% 0.54% 49 +8,051 27.85% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History Added to 36,467 4,304 0.0% 0.0% 50 +32,255 765.79% Q2 2026 Sep 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 35,798 4,225 0.05% 0.05% 51 -144 -0.4% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History Added to 34,586 4,082 0.02% 0.02% 52 +2,372 7.36% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History Added to 33,184 3,917 0.15% 0.09% 53 +13,329 67.13% Q2 2026 Jul 02, 2026
Cresset Asset Management, LLC History Reduced 32,244 3,806 0.01% 0.01% 54 -461 -1.41% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 32,204 3,801 0.01% 0.01% 55 +183 0.57% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Added to 31,325 3,697 0.0% 0.0% 56 +17,628 128.7% Q2 2026 Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 31,172 3,679 0.19% 0.2% 57 -443 -1.4% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History Reduced 28,812 3,401 0.07% 0.07% 58 -190 -0.66% Q2 2026 Aug 14, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 26,889 3,174 0.47% 0.28% 59 +10,886 68.02% Q2 2026 Jul 20, 2026
Integrated Wealth Concepts LLC History Reduced 26,845 3,169 0.02% 0.02% 60 -1,564 -5.51% Q2 2026 Sep 08, 2026
Cyndeo Wealth Partners, LLC History Reduced 26,849 3,169 0.15% 0.15% 61 -264 -0.97% Q2 2026 Jul 21, 2026
Capital Analysts, LLC History Reduced 26,725 3,155 0.07% 0.08% 62 -1,063 -3.83% Q2 2026 Aug 05, 2026
LANE BROTHERS & CO INC History Reduced 25,949 3,063 2.0% 5.06% 63 -40,162 -60.75% Q2 2026 Aug 05, 2026
Bedel Financial Consulting, Inc. History Added to 25,275 2,983 0.28% 0.3% 64 +91 0.36% Q2 2026 Jul 29, 2026
Fourth Dimension Wealth, LLC History Added to 23,732 2,801 0.89% 0.84% 65 +2,585 12.22% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History Added to 22,999 2,715 0.01% 0.01% 66 +2,522 12.32% Q2 2026 Aug 07, 2026
MSH Capital Advisors LLC History Added to 20,853 2,461 0.43% 0.13% 67 +14,831 246.28% Q2 2026 Aug 10, 2026
WT Wealth Management History Added to 20,718 2,445 0.68% 0.48% 68 +5,434 35.55% Q2 2026 Jul 22, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Added to 19,426 2,293 0.94% 0.59% 69 +9,866 103.2% Q2 2026 Sep 18, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Reduced 19,121 2,257 0.95% 0.95% 70 -454 -2.32% Q2 2026 Jul 16, 2026
PCG Wealth Advisors, LLC History Reduced 18,255 2,154 0.48% 0.9% 71 -15,643 -46.15% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 17,986 2,123 0.0% 0.0% 72 +13,954 346.08% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History Added to 16,780 1,980 0.02% 0.02% 73 +2,200 15.09% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History Reduced 16,756 1,978 0.39% 0.4% 74 -207 -1.22% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 17,243 1,977 0.0% 0.0% 75 +5,336 44.81% Q2 2026 Aug 14, 2026
MONEYWISE, INC. History Reduced 16,553 1,954 0.73% 0.8% 76 -939 -5.37% Q2 2026 Jul 21, 2026
Hilton Head Capital Partners, LLC History New 16,318 1,926 0.97% 77 +16,318 New Q2 2026 Jul 27, 2026
IFP Advisors, Inc History Reduced 15,563 1,837 0.03% 0.13% 78 -46,146 -74.78% Q2 2026 Jul 20, 2026
&PARTNERS History Added to 15,469 1,820 0.01% 0.01% 79 +629 4.24% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History Reduced 15,237 1,798 0.12% 0.14% 80 -1,840 -10.77% Q2 2026 Aug 14, 2026
KWB Wealth History Added to 15,017 1,772 0.15% 0.16% 81 +814 5.73% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History Added to 14,403 1,700 0.03% 0.03% 82 +1,303 9.95% Q2 2026 Aug 06, 2026
WCG Wealth Advisors LLC History Reduced 14,150 1,670 0.04% 0.04% 83 -22 -0.16% Q2 2026 Aug 14, 2026
Flaharty Asset Management, LLC History Reduced 14,154 1,655 2.37% 1.97% 84 -136,861 -90.63% Q2 2026 Jul 08, 2026
Gallagher Fiduciary Advisors, LLC History Added to 13,061 1,541 0.05% 0.05% 85 +1,263 10.71% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Added to 12,793 1,510 0.02% 0.01% 86 +1,264 10.96% Q2 2026 Jul 28, 2026
Gladstone Institutional Advisory LLC History Added to 12,524 1,478 0.05% 0.04% 87 +2,304 22.54% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History Reduced 11,506 1,358 0.75% 2.59% 88 -26,187 -69.47% Q2 2026 Jul 13, 2026
SECURITY NATIONAL BANK OF SO DAK History Added to 10,646 1,256 0.58% 0.19% 89 +6,918 185.57% Q2 2026 Sep 18, 2026
Indivisible Partners History Added to 10,098 1,192 0.07% 0.09% 90 +584 6.14% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,828 1,160 0.01% 0.0% 91 +1,232 14.33% Q2 2026 Aug 13, 2026
Freestate Advisors LLC History Added to 9,610 1,134 0.85% 0.81% 92 +5 0.05% Q2 2026 Jul 09, 2026
OPPENHEIMER & CO INC History Added to 8,933 1,054 0.01% 0.01% 93 +199 2.28% Q2 2026 Aug 03, 2026
Unified Investment Management History No change 8,772 1,035 0.95% 0.94% 94 0 0.0% Q2 2026 Jul 27, 2026
J. M. Brown & Associates Inc. History New 8,240 972 0.56% 95 +8,240 New Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 7,634 901 0.0% 0.0% 96 -1,093 -12.52% Q2 2026 Aug 19, 2026
Kestra Advisory Services, LLC History Reduced 7,432 877 0.0% 0.0% 97 -900 -10.8% Q2 2026 Jul 28, 2026
Sunpointe, LLC History No change 7,206 850 0.24% 0.25% 98 0 0.0% Q2 2026 Jul 24, 2026
HRT FINANCIAL LP History Reduced 6,930 818 0.0% 0.01% 99 -12,715 -64.72% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History New 6,617 781 0.0% 100 +6,617 New Q2 2026 Aug 13, 2026
SFG Wealth Management, LLC. History Added to 6,242 736 0.26% 0.09% 101 +4,049 184.63% Q2 2026 Jul 22, 2026
Brio Consultants, LLC History Reduced 5,623 663 0.08% 0.08% 102 -44 -0.78% Q2 2026 Aug 12, 2026
BlueChip Wealth Advisors LLC History Reduced 5,199 613 0.23% 0.28% 103 -1,233 -19.17% Q2 2026 Jul 30, 2026
Qube Research & Technologies Ltd History Added to 5,108 602 0.0% 0.0% 104 +4,845 1842.21% Q2 2026 Aug 14, 2026
Capital Squared Financial LLC History Reduced 5,079 599 0.39% 0.46% 105 -678 -11.78% Q2 2026 Jul 21, 2026
Broadway Wealth Solutions, Inc. History Added to 4,876 575 0.27% 0.2% 106 +1,148 30.79% Q2 2026 Jul 13, 2026
Savant Capital, LLC History New 4,832 574 0.0% 107 +4,832 New Q2 2026 Aug 10, 2026
Midwest Financial Group LLC History Added to 4,624 545 0.19% 0.2% 108 +242 5.52% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History Reduced 4,392 518 0.01% 0.11% 109 -84,465 -95.06% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History Reduced 4,294 506 0.06% 0.3% 110 -15,558 -78.37% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History Reduced 4,266 503 0.0% 0.0% 111 -1,054 -19.81% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 3,946 465 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 07, 2026
Third View Private Wealth, LLC History Reduced 3,937 464 0.06% 0.06% 113 -184 -4.46% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History Reduced 3,747 442 0.01% 0.01% 114 -299 -7.39% Q2 2026 Jul 31, 2026
Elevation Capital Advisory, LLC History Reduced 3,659 431 0.17% 1.08% 115 -20,485 -84.85% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History New 3,646 430 0.01% 116 +3,646 New Q2 2026 Aug 06, 2026
Independent Advisor Alliance History Reduced 3,610 426 0.01% 0.43% 117 -380,557 -99.06% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Added to 3,596 424 0.0% 0.0% 118 +1,203 50.27% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 3,772 396 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History Added to 3,204 378 0.01% 0.01% 120 +60 1.91% Q2 2026 Aug 14, 2026
Prosperity Financial Group, Inc. History Reduced 3,189 376 0.12% 0.63% 121 -13,101 -80.42% Q2 2026 Jul 28, 2026
Anderson Financial Strategies, LLC History Reduced 3,167 375 0.19% 9.74% 122 -154,070 -97.99% Q2 2026 Aug 20, 2026
Per Stirling Capital Management, LLC. History Reduced 3,165 373 0.04% 1.0% 123 -83,059 -96.33% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History New 3,116 367 0.17% 124 +3,116 New Q2 2026 Aug 17, 2026
Creative Planning History Reduced 3,014 355 0.0% 0.0% 125 -159 -5.01% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 2,905 342 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 04, 2026
Apollon Financial, LLC History No change 2,892 341 0.04% 0.04% 127 0 0.0% Q2 2026 Jul 22, 2026
Hobbs Group Advisors, LLC History No change 2,843 335 0.09% 0.09% 128 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History Reduced 2,825 333 0.01% 0.02% 129 -2,024 -41.74% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 2,770 326 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
Aspire Growth Partners LLC History New 2,718 320 0.19% 131 +2,718 New Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History Added to 2,723 319 0.0% 0.0% 132 +1,943 249.1% Q2 2026 Aug 12, 2026
Belvedere Trading LLC History New 2,600 306 0.0% 133 +2,600 New Q2 2026 Jul 31, 2026
Stratos Investment Management, LLC History Reduced 2,571 303 0.01% 0.02% 134 -2,127 -45.27% Q2 2026 Aug 11, 2026
PFG Investments, LLC History Added to 2,537 299 0.01% 0.01% 135 +60 2.42% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History Added to 2,507 295 0.01% 0.01% 136 +286 12.88% Q2 2026 Aug 11, 2026
Lloyd Advisory Services, LLC. History Added to 2,425 286 0.11% 0.01% 137 +2,084 611.14% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History New 2,420 285 0.01% 138 +2,420 New Q2 2026 Aug 14, 2026
Wealth Advisors of Iowa, LLC History Reduced 2,373 280 0.08% 0.1% 139 -806 -25.35% Q2 2026 Jul 30, 2026
CVFG LLC History Added to 2,365 279 0.03% 0.03% 140 +5 0.21% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 2,297 271 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,249 265 0.0% 0.0% 142 -6 -0.27% Q2 2026 Aug 14, 2026
Astoria Portfolio Advisors LLC. History Reduced 1,989 234 0.04% 0.11% 143 -2,453 -55.22% Q2 2026 Jul 28, 2026
REAP Financial Group, LLC History Added to 1,927 227 0.04% 0.04% 144 +1 0.05% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History New 1,901 224 0.0% 145 +1,901 New Q2 2026 Aug 14, 2026
Cannon Wealth Management Services, LLC History New 1,869 220 0.12% 146 +1,869 New Q2 2026 Aug 11, 2026
TWO SIGMA SECURITIES, LLC History New 1,779 210 0.02% 149 +1,779 New Q2 2026 Aug 14, 2026
FMR LLC History Added to 1,780 210 0.0% 0.0% 147 +739 70.99% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,787 210 0.0% 0.0% 148 -165 -8.45% Q2 2026 Aug 12, 2026
Sigma Planning Corp History Reduced 1,751 206 0.01% 0.01% 150 -2,135 -54.94% Q2 2026 Aug 07, 2026
Perennial Investment Advisors, LLC History New 1,704 201 0.01% 151 +1,704 New Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History Reduced 1,545 182 0.14% 0.2% 152 -748 -32.62% Q2 2026 Jul 22, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 1,538 181 0.08% 0.31% 154 -3,979 -72.12% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 1,540 181 0.01% 0.01% 153 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 1,509 178 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History Added to 1,457 171 0.01% 0.01% 156 +90 6.58% Q2 2026 Jul 31, 2026
Park Place Capital Corp History Added to 1,430 168 0.03% 0.03% 157 +1 0.07% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 1,072 126 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 17, 2026
Nvest Wealth Strategies, Inc. History No change 853 100 0.06% 0.06% 159 0 0.0% Q2 2026 Jul 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 767 91 0.01% 160 +767 New Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History Reduced 712 84 0.01% 0.05% 161 -4,456 -86.22% Q2 2026 Jul 28, 2026
WELLINGTON-ALTUS USA INC. History Added to 750 78 0.06% 0.0% 163 +700 1400.0% Q2 2026 Sep 17, 2026
HUNTINGTON NATIONAL BANK History No change 667 78 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History Reduced 638 75 0.0% 0.05% 164 -13,376 -95.45% Q2 2026 Jul 15, 2026
Nemes Rush Group LLC History Added to 627 73 0.01% 0.01% 165 +1 0.16% Q2 2026 Aug 14, 2026
Arax Advisory Partners History New 541 63 0.0% 166 +541 New Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 453 53 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 425 50 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 17, 2026
Medallion Wealth Advisors, LLC History Added to 392 46 0.01% 0.01% 169 +197 101.03% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 365 43 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Kingdom Financial Group LLC. History Reduced 330 38 0.01% 0.01% 171 -11 -3.23% Q2 2026 Aug 07, 2026
ASSETMARK, INC History Added to 308 36 0.0% 0.0% 172 +1 0.33% Q2 2026 Jul 30, 2026
DHJJ Financial Advisors, Ltd. History No change 293 34 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 24, 2026
Advantage Trust Co History New 284 33 0.01% 174 +284 New Q2 2026 Jul 17, 2026
SHP Wealth Management History No change 241 28 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
PETERSON WEALTH MANAGEMENT History New 217 25 0.01% 176 +217 New Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History New 80 9 0.0% 178 +80 New Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History No change 84 9 0.0% 0.0% 177 0 0.0% Q2 2026 Sep 04, 2026
MATHER GROUP, LLC. History New 65 7 0.0% 179 +65 New Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History Reduced 54 6 0.0% 0.0% 180 -172 -76.11% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History New 53 6 0.0% 181 +53 New Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History New 46 5 0.0% 183 +46 New Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 48 5 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 21, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 37 4 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 08, 2026
Truvestments Capital LLC History No change 36 4 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
Key Capital Management, INC History No change 41 4 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 27, 2026
Mariner, LLC History Closed out 0 0 0.0% -18,390 -100.0% Q2 2026 Aug 13, 2026
M Holdings Securities, Inc. History Closed out 0 0 0.14% -18,361 -100.0% Q2 2026 Aug 11, 2026
Legacy CG, LLC History Closed out 0 0 0.47% -16,214 -100.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History Closed out 0 0 0.0% -5,393 -100.0% Q2 2026 Aug 14, 2026
Trademark Financial Management, LLC History Closed out 0 0 0.16% -3,166 -100.0% Q2 2026 Jul 27, 2026
SMITH, MOORE & CO. History Closed out 0 0 0.02% -3,054 -100.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -2,703 -100.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History Closed out 0 0 0.0% -2,201 -100.0% Q2 2026 Aug 14, 2026
49 WEALTH MANAGEMENT, LLC History Closed out 0 0 0.02% -2,172 -100.0% Q2 2026 Aug 18, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.18% -2,161 -100.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History Closed out 0 0 0.05% -2,126 -100.0% Q2 2026 Jul 10, 2026
BlackDiamond Wealth Management, LLC History Closed out 0 0 0.11% -2,090 -100.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History Closed out 0 0 0.01% -2,059 -100.0% Q2 2026 Aug 13, 2026
Financial Partners Group, Inc History Closed out 0 0 0.03% -2,021 -100.0% Q2 2026 Jul 23, 2026
Access Investment Management LLC History Closed out 0 0 0.04% -1,449 -100.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Closed out 0 0 0.0% -757 -100.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History Closed out 0 0 0.0% -574 -100.0% Q2 2026 Jul 20, 2026
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 0.01% -532 -100.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History Closed out 0 0 0.0% -300 -100.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History Closed out 0 0 0.0% -202 -100.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History Closed out 0 0 0.0% -81 -100.0% Q2 2026 Jul 06, 2026
VANGUARD ADVISERS INC History Closed out 0 0 0.0% -59 -100.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 0.0% -33 -100.0% Q2 2026 Aug 11, 2026
Carolina Wealth Advisors, LLC History Closed out 0 0 0.0% -19 -100.0% Q2 2026 Jul 09, 2026
Financial Gravity Companies, Inc. History New 4 0 +4 New Q2 2026 Aug 05, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 3 0 +2 200.0% Q2 2026 Jul 14, 2026
CITIGROUP INC History Closed out 0 0 -1 -100.0% Q2 2026 Aug 03, 2026
Financial Gravity Asset Management, Inc. History No change 4 0 0 0.0% Q1 2026 May 08, 2026