AMERICAN CENTURY ETF TRUST - QGRO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
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 Added to 2,388,338 273,512 0.07% 0.07% 1 +246,445 11.51% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 1,035,564 118,592 2.28% 2.2% 2 +76,184 7.94% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 987,311 113,066 0.06% 0.05% 3 +173,468 21.31% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 941,480 107,818 0.03% 0.03% 4 +19,626 2.13% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 785,693 89,977 0.06% 0.02% 5 +525,662 202.15% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Added to 774,632 88,710 2.95% 2.78% 6 +79,708 11.47% Q4 2025 Feb 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 555,634 63,631 0.0% 0.0% 7 +60,864 12.3% Q4 2025 Feb 17, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 532,782 61,014 4.67% 7.38% 8 -111,129 -17.26% Q4 2025 Jan 27, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 515,071 58,985 0.02% 0.02% 9 -75,806 -12.83% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 359,543 41,176 0.06% 0.06% 10 -37,693 -9.49% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Reduced 305,066 34,936 1.73% 2.07% 11 -393 -0.13% Q4 2025 Jan 07, 2026
Intrua Financial, LLC History Added to 301,347 34,510 3.64% 3.6% 12 +11,714 4.04% Q4 2025 Feb 05, 2026
Next Level Private LLC History Added to 297,464 34,065 8.93% 5.97% 13 +117,925 65.68% Q4 2025 Jan 07, 2026
Pinnacle Financial Partners, Inc. History New 274,211 31,425 0.24% 14 +274,211 New Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 266,143 30,478 0.04% 0.04% 15 +8,175 3.17% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 212,518 24,337 0.0% 0.0% 16 +47,040 28.43% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 209,374 23,977 0.11% 0.15% 17 -60,428 -22.4% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 204,609 23,431 0.09% 0.11% 18 -11,969 -5.53% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 188,379 21,574 0.0% 19 +188,379 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 167,543 19,187 0.0% 0.0% 20 -4,464 -2.6% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 153,539 17,583 0.12% 0.12% 21 +5,628 3.8% Q4 2025 Feb 17, 2026
Flaharty Asset Management, LLC History New 146,579 16,786 2.1% 22 +146,579 New Q4 2025 Feb 06, 2026
Anderson Financial Strategies, LLC History Added to 143,486 16,432 9.54% 9.52% 23 +2,914 2.07% Q4 2025 Feb 24, 2026
Wealth Advisors of Iowa, LLC History Reduced 137,853 15,786 5.18% 5.48% 24 -2,853 -2.03% Q4 2025 Feb 05, 2026
IAM Advisory, LLC History Reduced 136,402 15,620 3.47% 3.54% 25 -1,240 -0.9% Q4 2025 Jan 07, 2026
Golden State Wealth Management, LLC History Added to 132,252 15,145 1.6% 1.62% 26 +4,166 3.25% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 130,820 14,981 0.04% 0.03% 27 +34,633 36.01% Q4 2025 Feb 05, 2026
Ruggaard & Associates LLC History Reduced 129,074 14,781 5.82% 6.16% 28 -14,861 -10.32% Q4 2025 Feb 20, 2026
TWO SIGMA INVESTMENTS, LP History Added to 116,800 13,375 0.02% 0.01% 29 +40,300 52.68% Q4 2025 Feb 17, 2026
Per Stirling Capital Management, LLC. History Reduced 115,140 13,185 1.48% 1.6% 30 -1,557 -1.33% Q4 2025 Feb 17, 2026
Stratos Investment Management, LLC History Reduced 110,714 12,678 0.51% 0.53% 31 -1,206 -1.08% Q4 2025 Jan 20, 2026
Capital Investment Advisors, LLC History Added to 104,688 11,988 0.18% 0.16% 32 +20,942 25.01% Q4 2025 Jan 13, 2026
STIFEL FINANCIAL CORP History Added to 96,640 11,067 0.01% 0.01% 33 +9,056 10.34% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 90,298 10,340 0.03% 0.02% 34 +12,246 15.69% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 86,184 9,869 0.48% 0.47% 35 +597 0.7% Q4 2025 Jan 20, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 86,036 9,852 4.15% 4.21% 36 +891 1.05% Q4 2025 Jan 14, 2026
Pathway Financial Advisors LLC History Added to 80,825 9,460 1.19% 1.1% 37 +8,518 11.78% Q4 2025 Jan 14, 2026
MFA Wealth Services History Added to 82,554 9,454 6.39% 6.42% 38 +1,212 1.49% Q4 2025 Jan 15, 2026
LANE BROTHERS & CO INC History New 77,968 8,928 6.46% 39 +77,968 New Q4 2025 Mar 13, 2026
Stratos Wealth Partners, LTD. History Added to 77,850 8,915 0.1% 0.09% 40 +10,999 16.45% Q4 2025 Jan 20, 2026
Networth Advisors, LLC History New 74,999 8,588 6.34% 41 +74,999 New Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 69,921 8,007 0.15% 0.11% 42 +22,298 46.82% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 65,139 7,459 0.17% 0.25% 43 -19,126 -22.7% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 59,966 6,867 0.01% 0.01% 44 +17,414 40.92% Q4 2025 Mar 16, 2026
Cetera Investment Advisers History Reduced 55,328 6,336 0.01% 0.01% 45 -16,648 -23.13% Q4 2025 Feb 17, 2026
Parcion Private Wealth LLC History Added to 54,729 6,267 0.38% 0.39% 46 +497 0.92% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Added to 52,936 6,062 0.01% 0.01% 47 +4,048 8.28% Q4 2025 Feb 11, 2026
Wilkerson Advisory Group LLC History New 50,916 5,830 2.05% 48 +50,916 New Q4 2025 Feb 13, 2026
Weil Company, Inc. History Added to 50,827 5,820 1.34% 1.25% 49 +5,271 11.57% Q4 2025 Jan 14, 2026
Western Wealth Management, LLC History Reduced 50,398 5,771 0.27% 0.31% 50 -1,662 -3.19% Q4 2025 Feb 05, 2026
Arkadios Wealth Advisors History Added to 49,625 5,683 0.11% 0.13% 51 +604 1.23% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 46,122 5,281 0.25% 0.23% 52 -272 -0.59% Q4 2025 Jan 21, 2026
AE Wealth Management LLC History Added to 42,932 4,916 0.03% 0.02% 53 +14,897 53.14% Q4 2025 Jan 26, 2026
PCG Wealth Advisors, LLC History Reduced 40,673 4,657 1.32% 1.42% 54 -1,826 -4.3% Q4 2025 Feb 05, 2026
WIN ADVISORS, INC History Added to 40,260 4,610 1.96% 2.21% 55 +487 1.22% Q4 2025 Feb 04, 2026
Nova Wealth Management, Inc. History Added to 36,414 4,170 2.86% 2.86% 56 +935 2.64% Q4 2025 Jan 14, 2026
Petros Family Wealth, LLC History Added to 36,082 4,132 2.75% 3.42% 57 +358 1.0% Q4 2025 Jan 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 35,543 4,070 0.05% 0.05% 58 +603 1.73% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 32,345 3,704 0.01% 0.01% 59 -826 -2.49% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 32,001 3,664 0.02% 0.01% 60 +2,748 9.39% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 30,435 3,485 0.11% 0.1% 61 -82 -0.27% Q4 2025 Feb 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 30,033 3,439 0.2% 0.22% 62 +2,255 8.12% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Reduced 29,667 3,397 0.08% 0.09% 63 -614 -2.03% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Reduced 28,340 3,245 0.17% 0.19% 64 -902 -3.08% Q4 2025 Jan 07, 2026
Mariner, LLC History Reduced 27,940 3,199 0.0% 0.0% 65 -747 -2.6% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 27,160 3,110 0.02% 0.02% 66 -1,492 -5.21% Q4 2025 Jan 29, 2026
Key FInancial Inc History Added to 25,062 2,870 0.52% 0.41% 67 +5,490 28.05% Q4 2025 Feb 09, 2026
Bedel Financial Consulting, Inc. History Added to 24,746 2,833 0.3% 0.36% 68 +153 0.62% Q4 2025 Jan 28, 2026
M Holdings Securities, Inc. History New 24,590 2,816 0.2% 69 +24,590 New Q4 2025 Feb 11, 2026
Valued Retirements, Inc. History Added to 23,481 2,689 2.63% 2.25% 70 +5,252 28.81% Q4 2025 Feb 09, 2026
Legacy CG, LLC History Reduced 23,202 2,657 0.74% 0.78% 71 -1,164 -4.78% Q4 2025 Jan 26, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 22,902 2,622 0.0% 0.0% 72 +19,521 577.37% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Reduced 22,418 2,567 0.1% 0.55% 73 -51,437 -69.65% Q4 2025 Feb 04, 2026
MSH Capital Advisors LLC History New 22,014 2,521 0.54% 74 +22,014 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 21,893 2,507 0.01% 0.01% 75 +5,618 34.52% Q4 2025 Feb 12, 2026
MONEYWISE, INC. History Reduced 20,180 2,311 0.96% 1.68% 76 -12,242 -37.76% Q4 2025 Feb 05, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 19,992 2,289 1.06% 77 +19,992 New Q4 2025 Feb 17, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 19,761 2,263 0.41% 0.33% 78 +4,696 31.17% Q4 2025 Feb 06, 2026
Fourth Dimension Wealth, LLC History Added to 19,343 2,215 0.81% 0.84% 79 +53 0.27% Q4 2025 Feb 04, 2026
KPP Advisory Services LLC History Reduced 18,502 2,118 0.31% 0.43% 80 -6,951 -27.31% Q4 2025 Feb 02, 2026
Keating Financial Advisory Services, Inc. History New 17,570 2,012 0.27% 81 +17,570 New Q4 2025 Feb 09, 2026
Prosperity Financial Group, Inc. History Reduced 17,451 1,998 0.72% 1.25% 82 -12,400 -41.54% Q4 2025 Jan 26, 2026
COZAD ASSET MANAGEMENT INC History Added to 16,752 1,918 0.15% 0.15% 83 +134 0.81% Q4 2025 Feb 13, 2026
Indivisible Partners History New 15,983 1,830 0.2% 84 +15,983 New Q4 2025 Feb 03, 2026
Beacon Financial Advisory LLC History Added to 15,699 1,797 0.42% 0.39% 85 +985 6.69% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 15,066 1,725 0.01% 0.01% 86 +5,881 64.03% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 14,922 1,708 0.03% 0.03% 87 +1,312 9.64% Q4 2025 Feb 06, 2026
Fortis Group Advisors, LLC History Added to 14,966 1,685 0.28% 0.22% 88 +3,699 32.83% Q4 2025 Feb 06, 2026
WT Wealth Management History Added to 14,391 1,648 0.47% 0.43% 89 +1,181 8.94% Q4 2025 Feb 02, 2026
KWB Wealth History Added to 14,203 1,626 0.15% 0.17% 90 +29 0.2% Q4 2025 Jan 12, 2026
NewEdge Wealth, LLC History Added to 14,179 1,623 0.02% 0.02% 91 +247 1.77% Q4 2025 Feb 03, 2026
WCG Wealth Advisors LLC History Reduced 14,144 1,619 0.05% 0.1% 92 -15 -0.11% Q4 2025 Feb 10, 2026
BlueChip Wealth Advisors LLC History Added to 13,450 1,540 0.65% 0.33% 94 +6,682 98.73% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Added to 13,452 1,540 0.0% 0.0% 93 +614 4.78% Q4 2025 Feb 06, 2026
Spire Wealth Management History Added to 13,235 1,515 0.05% 0.04% 95 +3,743 39.43% Q4 2025 Jan 14, 2026
Integrated Wealth Concepts LLC History Reduced 12,504 1,431 0.02% 0.03% 96 -14,212 -53.2% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 11,004 1,260 0.0% 0.0% 97 +8,852 411.34% Q4 2025 Feb 18, 2026
Gallagher Fiduciary Advisors, LLC History Added to 10,157 1,163 0.04% 0.03% 98 +3,060 43.12% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 10,081 1,154 0.03% 0.02% 99 +1,798 21.71% Q4 2025 Jan 28, 2026
Atria Investments, Inc History Added to 9,903 1,134 0.01% 0.01% 100 +3,354 51.21% Q4 2025 Feb 05, 2026
Freestate Advisors LLC History Added to 9,600 1,099 0.89% 0.92% 101 +7 0.07% Q4 2025 Jan 12, 2026
MOTCO History Added to 9,595 1,098 0.1% 0.01% 102 +8,635 899.48% Q4 2025 Feb 06, 2026
Ashton Thomas Private Wealth, LLC History Added to 8,950 1,024 0.02% 0.02% 103 +2,828 46.19% Q4 2025 Jan 29, 2026
Unified Investment Management History Reduced 8,772 1,004 1.01% 1.0% 104 -27 -0.31% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 8,622 987 0.0% 0.0% 105 +5,230 154.19% Q4 2025 Feb 17, 2026
Sunpointe, LLC History Added to 7,206 825 0.27% 0.29% 106 +68 0.95% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Added to 6,311 722 0.0% 0.0% 107 +147 2.38% Q4 2025 Feb 13, 2026
Capital Squared Financial LLC History Added to 6,200 710 0.55% 0.61% 108 +4 0.06% Q4 2025 Apr 17, 2026
BROWN ADVISORY INC History Added to 5,393 617 0.0% 0.0% 109 +71 1.33% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 5,387 616 0.34% 0.43% 110 -968 -15.23% Q4 2025 Feb 17, 2026
Brio Consultants, LLC History Added to 4,932 564 0.07% 0.07% 111 +514 11.63% Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Reduced 4,845 554 0.05% 0.06% 112 -809 -14.31% Q4 2025 Jan 26, 2026
Independent Advisor Alliance History No change 4,655 533 0.01% 0.01% 113 0 0.0% Q4 2025 Feb 04, 2026
Dakota Wealth Management History Reduced 4,476 512 0.01% 0.13% 114 -52,204 -92.1% Q4 2025 Jan 13, 2026
JANE STREET GROUP, LLC History New 4,255 487 0.0% 115 +4,255 New Q4 2025 Feb 12, 2026
Third View Private Wealth, LLC History New 4,226 484 0.07% 116 +4,226 New Q4 2025 Jan 23, 2026
Astoria Portfolio Advisors LLC. History Reduced 4,317 466 0.11% 0.32% 117 -6,268 -59.22% Q4 2025 Feb 24, 2026
Sigma Planning Corp History Reduced 3,876 443 0.01% 0.01% 118 -370 -8.71% Q4 2025 Jan 30, 2026
Broadway Wealth Solutions, Inc. History Added to 3,687 422 0.23% 0.21% 119 +469 14.57% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History No change 3,599 412 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 3,314 379 0.02% 0.01% 121 +737 28.6% Q4 2025 Feb 17, 2026
Prosperity Wealth Management, Inc. History New 3,280 375 0.12% 122 +3,280 New Q4 2025 Mar 27, 2026
World Investment Advisors History New 3,274 374 0.01% 123 +3,274 New Q4 2025 Mar 12, 2026
Trademark Financial Management, LLC History Added to 3,074 352 0.19% 0.2% 124 +87 2.91% Q4 2025 Jan 28, 2026
SMITH, MOORE & CO. History Added to 3,065 351 0.03% 0.03% 125 +60 2.0% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History No change 3,065 351 0.05% 0.06% 126 0 0.0% Q4 2025 Jan 22, 2026
Orion Porfolio Solutions, LLC History New 3,011 344 0.0% 127 +3,011 New Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 2,993 342 0.01% 0.01% 128 +839 38.95% Q4 2025 Feb 03, 2026
PRINCIPAL SECURITIES, INC. History Reduced 2,905 332 0.01% 0.01% 129 -345 -10.62% Q4 2025 Feb 12, 2026
Hobbs Group Advisors, LLC History Reduced 2,843 325 0.1% 0.11% 130 -209 -6.85% Q4 2025 Jan 28, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 2,798 320 0.02% 0.03% 131 -1,580 -36.09% Q4 2025 Feb 10, 2026
Clark Capital Management Group, Inc. History No change 2,770 317 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 17, 2026
Midwest Financial Group LLC History Added to 2,497 286 0.13% 0.13% 133 +56 2.29% Q4 2025 Jan 20, 2026
MORGAN STANLEY History Added to 2,422 277 0.0% 0.0% 134 +425 21.28% Q4 2025 Feb 13, 2026
49 WEALTH MANAGEMENT, LLC History Reduced 2,365 270 0.02% 0.03% 135 -369 -13.5% Q4 2025 Feb 04, 2026
Lloyd Advisory Services, LLC. History New 2,354 269 0.1% 136 +2,354 New Q4 2025 Feb 06, 2026
Cauble & Harre Wealth Management, Inc. History New 2,350 269 0.23% 137 +2,350 New Q4 2025 Feb 05, 2026
COMERICA BANK History Added to 2,339 267 0.0% 0.0% 138 +167 7.69% Q4 2025 Jan 29, 2026
CVFG LLC History Added to 2,310 264 0.18% 0.19% 139 +55 2.44% Q4 2025 Feb 06, 2026
Savvy Advisors, Inc. History No change 2,297 263 0.01% 0.01% 140 0 0.0% Q4 2025 Jan 20, 2026
Harbor Asset Planning, Inc. History Added to 2,291 262 0.22% 0.23% 141 +1 0.04% Q4 2025 Jan 26, 2026
SFG Wealth Management, LLC. History New 2,286 261 0.1% 142 +2,286 New Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,272 260 0.0% 0.0% 143 -4,195 -64.87% Q4 2025 Mar 25, 2026
OPAL CAPITAL LLC History New 2,305 254 0.06% 144 +2,305 New Q4 2025 Feb 17, 2026
PFG Investments, LLC History New 2,171 248 0.01% 145 +2,171 New Q4 2025 Jan 26, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,930 221 0.0% 0.0% 146 +55 2.93% Q4 2025 Feb 09, 2026
REAP Financial Group, LLC History New 1,925 220 0.04% 147 +1,925 New Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 1,915 219 0.12% 148 +1,915 New Q4 2025 Feb 18, 2026
Alta Wealth Advisors LLC History Reduced 1,895 217 0.07% 0.08% 149 -67 -3.41% Q4 2025 Feb 03, 2026
Cannon Wealth Management Services, LLC History No change 1,900 217 0.15% 0.16% 150 0 0.0% Q4 2025 Jan 27, 2026
Trexquant Investment LP History New 1,882 215 0.0% 151 +1,882 New Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History New 1,813 207 0.01% 152 +1,813 New Q4 2025 Feb 13, 2026
Breakwater Capital Group History New 1,813 207 0.03% 153 +1,813 New Q4 2025 Jan 09, 2026
Oakworth Capital, Inc. History Reduced 1,540 176 0.01% 0.01% 154 -95 -5.81% Q4 2025 Jan 30, 2026
Park Place Capital Corp History Reduced 1,429 163 0.03% 0.04% 155 -175 -10.91% Q4 2025 Jan 09, 2026
ASSETMARK, INC History Added to 1,147 131 0.0% 0.0% 156 +816 246.53% Q4 2025 Jan 23, 2026
Nvest Wealth Strategies, Inc. History New 1,085 124 0.09% 157 +1,085 New Q4 2025 Jan 28, 2026
GHP Investment Advisors, Inc. History No change 1,072 122 0.01% 0.01% 158 0 0.0% Q4 2025 Jan 27, 2026
FMR LLC History Reduced 1,051 120 0.0% 0.0% 159 -105 -9.08% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History No change 667 76 0.0% 0.0% 160 0 0.0% Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History No change 626 71 0.01% 0.01% 161 0 0.0% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 571 65 0.0% 0.0% 162 -198 -25.75% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History New 453 51 0.0% 163 +453 New Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 425 48 0.0% 0.0% 164 +307 260.17% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History No change 365 41 0.0% 0.0% 165 0 0.0% Q4 2025 Jan 30, 2026
Kingdom Financial Group LLC. History New 350 40 0.01% 166 +350 New Q4 2025 Feb 06, 2026
Greenline Wealth Management LLC History New 327 37 0.04% 167 +327 New Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History No change 300 34 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 21, 2026
SHP Wealth Management History New 241 27 0.0% 169 +241 New Q4 2025 Mar 04, 2026
DHJJ Financial Advisors, Ltd. History Added to 133 15 0.0% 170 +130 4333.33% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Reduced 125 14 0.0% 0.0% 171 -25 -16.67% Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History No change 106 12 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 21, 2026
Financial Gravity Asset Management, Inc. History No change 107 12 0.0% 0.0% 173 0 0.0% Q4 2025 Feb 13, 2026
Estate Planners Group, LLC History New 100 11 0.0% 174 +100 New Q4 2025 Apr 07, 2026
Parkside Financial Bank & Trust History New 84 9 0.0% 175 +84 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History No change 81 9 0.0% 0.0% 176 0 0.0% Q4 2025 Jan 13, 2026
Meramec Financial Planners, LLC History New 65 7 0.0% 177 +65 New Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History No change 48 5 0.0% 0.0% 178 0 0.0% Q4 2025 Jan 29, 2026
Truvestments Capital LLC History No change 36 4 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 30 3 0.0% 0.0% 180 -515 -94.5% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Closed out 0 0 0.01% -7,220 -100.0% Q3 2025 Nov 06, 2025
Redhawk Wealth Advisors, Inc. History Closed out 0 0 0.09% -7,044 -100.0% Q3 2025 Oct 09, 2025
Retireful, LLC History Closed out 0 0 0.38% -3,433 -100.0% Q3 2025 Oct 17, 2025
Strategic Equity Management History Closed out 0 0 0.12% -2,763 -100.0% Q3 2025 Nov 05, 2025
Advantage Trust Co History Closed out 0 0 0.01% -284 -100.0% Q3 2025 Nov 03, 2025
Root Financial Partners, LLC History Closed out 0 0 0.0% -256 -100.0% Q3 2025 Oct 29, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -145 -100.0% Q3 2025 Nov 03, 2025
CITIGROUP INC History New 1 0 +1 New Q4 2025 Feb 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026