AMERICAN CENTURY ETF TRUST - QGRO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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 No change 2,161,862 255,207 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History Added to 1,213,877 142,302 3.46% 3.55% 2 +67,356 5.87% Q3 2026 Nov 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,038,201 122,559 1.94% 1.94% 3 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 921,171 108,744 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 788,535 93,086 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 592,369 72,920 0.87% 0.87% 6 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 515,194 60,818 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 23, 2026
BANK OF AMERICA CORP /DE/ History No change 460,123 54,317 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
Next Level Private LLC History Added to 384,263 45,047 8.67% 8.56% 9 +14,151 3.82% Q3 2026 Oct 20, 2026
OSAIC HOLDINGS, INC. History No change 370,266 43,711 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History Reduced 358,157 41,986 1.78% 1.85% 11 -4,198 -1.16% Q3 2026 Oct 21, 2026
Sherrill & Hutchins Financial Advisory, Inc History Added to 312,589 36,644 17.72% 17.25% 12 +6,975 2.28% Q3 2026 Oct 14, 2026
Pinnacle Financial Partners, Inc. History No change 310,201 36,619 0.25% 0.25% 13 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 300,483 35,471 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 12, 2026
Intrua Financial, LLC History Reduced 291,195 34,136 3.19% 3.43% 15 -25,645 -8.09% Q3 2026 Oct 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 251,142 29,647 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 216,100 25,333 0.03% 0.04% 17 -65,876 -23.36% Q3 2026 Nov 02, 2026
Equitable Holdings, Inc. History No change 211,320 24,946 0.15% 0.15% 18 0 0.0% Q2 2026 Aug 17, 2026
Pathway Financial Advisors LLC History Added to 209,069 24,509 2.71% 1.59% 19 +91,567 77.93% Q3 2026 Oct 07, 2026
WELLS FARGO & COMPANY/MN History No change 181,655 21,444 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 164,700 19,442 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 152,551 18,008 0.08% 0.08% 22 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 140,864 16,513 0.04% 0.04% 23 +10,336 7.92% Q3 2026 Nov 02, 2026
UBS Group AG History No change 133,596 15,771 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
IAM Advisory, LLC History No change 132,680 15,662 3.05% 3.05% 25 0 0.0% Q2 2026 Jul 14, 2026
Wilkerson Advisory Group LLC History Added to 125,073 14,662 4.37% 4.22% 26 +8,606 7.39% Q3 2026 Oct 20, 2026
Wealthcare Advisory Partners LLC History New 116,670 13,677 0.23% — 27 +116,670 New Q3 2026 Oct 21, 2026
STIFEL FINANCIAL CORP History No change 98,503 11,628 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 92,073 10,793 3.96% 3.9% 29 +2,423 2.7% Q3 2026 Oct 15, 2026
Golden State Wealth Management, LLC History Reduced 89,891 10,537 0.96% 1.09% 30 -11,195 -11.07% Q3 2026 Nov 02, 2026
Stratos Wealth Advisors, LLC History No change 88,355 10,430 0.57% 0.57% 31 0 0.0% Q2 2026 Aug 11, 2026
MFA Wealth Services History Added to 86,034 10,085 5.99% 6.01% 32 +752 0.88% Q3 2026 Oct 13, 2026
Ruggaard & Associates LLC History No change 84,069 9,924 3.56% 3.56% 33 0 0.0% Q2 2026 Aug 17, 2026
Networth Advisors, LLC History Added to 80,184 9,399 5.4% 5.49% 34 +139 0.17% Q3 2026 Nov 03, 2026
Capital Investment Advisors, LLC History Reduced 80,030 9,381 0.12% 0.13% 35 -2,265 -2.75% Q3 2026 Oct 22, 2026
Cetera Investment Advisers History No change 75,304 8,889 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 66,618 7,864 0.16% 0.16% 37 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 63,388 7,483 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 62,336 7,359 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 05, 2026
Clarity Asset Management, Inc. History Added to 62,514 7,328 3.58% 3.58% 40 +715 1.16% Q3 2026 Oct 14, 2026
Arkadios Wealth Advisors History No change 61,656 7,278 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 10, 2026
Weil Company, Inc. History Added to 61,233 7,178 1.24% 1.22% 42 +2,506 4.27% Q3 2026 Oct 14, 2026
Parcion Private Wealth LLC History Added to 59,875 7,019 0.38% 0.38% 43 +1,366 2.33% Q3 2026 Oct 28, 2026
ROYAL BANK OF CANADA History No change 56,564 6,677 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 55,718 6,577 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 03, 2026
Petros Family Wealth, LLC History Added to 47,019 5,512 3.23% 3.35% 46 +558 1.2% Q3 2026 Oct 28, 2026
Ashton Thomas Private Wealth, LLC History Added to 45,909 5,381 0.11% 0.09% 47 +8,869 23.94% Q3 2026 Nov 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 41,788 4,898 0.18% 0.18% 48 +1,564 3.89% Q3 2026 Oct 26, 2026
Trilogy Capital Inc. History Added to 39,712 4,655 0.18% 0.15% 49 +6,528 19.67% Q3 2026 Oct 20, 2026
Key FInancial Inc History Added to 39,506 4,631 0.75% 0.71% 50 +2,550 6.9% Q3 2026 Nov 02, 2026
WIN ADVISORS, INC History No change 37,868 4,470 1.59% 1.59% 51 0 0.0% Q2 2026 Aug 04, 2026
CITADEL ADVISORS LLC History No change 36,467 4,304 0.0% 0.0% 52 0 0.0% Q2 2026 Sep 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 35,183 4,124 0.04% 0.05% 53 -615 -1.72% Q3 2026 Oct 30, 2026
Steward Partners Investment Advisory, LLC History No change 34,586 4,082 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 32,244 3,806 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 32,204 3,801 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 31,325 3,697 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 05, 2026
IHT Wealth Management, LLC History No change 28,812 3,401 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 26,845 3,169 0.02% 0.02% 59 0 0.0% Q2 2026 Sep 08, 2026
Capital Analysts, LLC History No change 26,725 3,155 0.07% 0.07% 60 0 0.0% Q2 2026 Aug 05, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Reduced 26,312 3,113 0.4% 0.47% 61 -577 -2.15% Q3 2026 Oct 20, 2026
Bedel Financial Consulting, Inc. History No change 25,275 2,983 0.28% 0.28% 62 0 0.0% Q2 2026 Jul 29, 2026
Fourth Dimension Wealth, LLC History No change 23,732 2,801 0.89% 0.89% 63 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 22,999 2,715 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 07, 2026
Cyndeo Wealth Partners, LLC History Reduced 22,805 2,673 0.12% 0.15% 65 -4,044 -15.06% Q3 2026 Oct 16, 2026
IFP Advisors, Inc History Added to 21,487 2,518 0.04% 0.03% 66 +5,924 38.06% Q3 2026 Oct 16, 2026
MSH Capital Advisors LLC History Reduced 20,149 2,362 0.37% 0.43% 67 -704 -3.38% Q3 2026 Nov 02, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 19,426 2,293 0.94% 0.94% 68 0 0.0% Q2 2026 Sep 18, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Reduced 18,931 2,219 0.94% 0.95% 69 -190 -0.99% Q3 2026 Nov 05, 2026
PCG Wealth Advisors, LLC History No change 18,255 2,154 0.48% 0.48% 70 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 17,986 2,123 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Added to 17,473 2,048 0.02% 0.02% 72 +4,680 36.58% Q3 2026 Oct 15, 2026
Beacon Financial Advisory LLC History Added to 17,017 1,994 0.38% 0.39% 73 +261 1.56% Q3 2026 Oct 16, 2026
NewEdge Wealth, LLC History No change 16,780 1,980 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 17,243 1,977 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Hilton Head Capital Partners, LLC History Reduced 16,229 1,902 1.03% 0.97% 76 -89 -0.55% Q3 2026 Oct 23, 2026
Blue Trust, Inc. History New 15,985 1,873 0.02% — 77 +15,985 New Q3 2026 Oct 15, 2026
MONEYWISE, INC. History Reduced 15,606 1,829 1.74% 0.73% 78 -947 -5.72% Q3 2026 Oct 29, 2026
&PARTNERS History No change 15,469 1,820 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 15,237 1,798 0.12% 0.12% 80 0 0.0% Q2 2026 Aug 14, 2026
Elevation Capital Advisory, LLC History Added to 15,097 1,769 0.69% 0.17% 81 +11,438 312.6% Q3 2026 Oct 28, 2026
Geneos Wealth Management Inc. History No change 14,403 1,700 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 06, 2026
WCG Wealth Advisors LLC History No change 14,150 1,670 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 13,061 1,541 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 12,524 1,478 0.05% 0.05% 85 0 0.0% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History No change 11,506 1,358 0.75% 0.75% 86 0 0.0% Q2 2026 Jul 13, 2026
BlueChip Wealth Advisors LLC History Added to 11,439 1,340 0.45% 0.23% 87 +6,240 120.02% Q3 2026 Nov 03, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 10,646 1,256 0.58% 0.58% 88 0 0.0% Q2 2026 Sep 18, 2026
KWB Wealth History Reduced 10,291 1,206 0.1% 0.15% 89 -4,726 -31.47% Q3 2026 Oct 16, 2026
Indivisible Partners History Added to 10,244 1,200 0.05% 0.07% 90 +146 1.45% Q3 2026 Oct 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 9,828 1,160 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
Freestate Advisors LLC History Added to 9,616 1,127 0.87% 0.85% 92 +6 0.06% Q3 2026 Oct 09, 2026
OPPENHEIMER & CO INC History Reduced 8,878 1,040 0.01% 0.01% 93 -55 -0.62% Q3 2026 Oct 26, 2026
Unified Investment Management History Reduced 8,733 1,023 0.9% 0.95% 94 -39 -0.44% Q3 2026 Oct 14, 2026
J. M. Brown & Associates Inc. History No change 8,240 972 0.56% 0.56% 95 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,634 901 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 19, 2026
Kestra Advisory Services, LLC History Added to 7,512 880 0.0% 0.0% 97 +80 1.08% Q3 2026 Nov 02, 2026
Sunpointe, LLC History No change 7,206 844 0.26% 0.24% 98 0 0.0% Q3 2026 Oct 22, 2026
HRT FINANCIAL LP History No change 6,930 818 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 6,617 781 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
SFG Wealth Management, LLC. History Reduced 6,184 724 0.26% 0.26% 101 -58 -0.93% Q3 2026 Oct 23, 2026
Brio Consultants, LLC History No change 5,623 663 0.08% 0.08% 102 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 5,108 602 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 4,832 574 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 10, 2026
Broadway Wealth Solutions, Inc. History No change 4,876 571 0.26% 0.27% 105 0 0.0% Q3 2026 Oct 21, 2026
Midwest Financial Group LLC History Added to 4,733 554 0.19% 0.19% 106 +109 2.36% Q3 2026 Oct 15, 2026
MGO ONE SEVEN LLC History Added to 4,658 546 0.01% 0.01% 107 +911 24.31% Q3 2026 Oct 28, 2026
Flaharty Asset Management, LLC History Reduced 4,458 525 2.93% 2.37% 108 -9,696 -68.5% Q3 2026 Nov 02, 2026
Stratos Wealth Partners, LTD. History No change 4,392 518 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History Added to 4,365 511 0.0% 0.0% 110 +1,351 44.82% Q3 2026 Nov 02, 2026
Waverly Advisors, LLC History No change 4,266 503 0.0% 0.0% 111 0 0.0% 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
Capital Squared Financial LLC History Reduced 3,930 460 0.29% 0.39% 113 -1,149 -22.62% Q3 2026 Oct 30, 2026
Third View Private Wealth, LLC History Reduced 3,807 446 0.05% 0.06% 114 -130 -3.3% Q3 2026 Oct 30, 2026
Global Retirement Partners, LLC History No change 3,646 430 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 3,610 426 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 3,596 424 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 3,772 396 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 3,204 378 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Anderson Financial Strategies, LLC History No change 3,167 375 0.19% 0.19% 120 0 0.0% Q2 2026 Aug 20, 2026
Per Stirling Capital Management, LLC. History No change 3,165 373 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 3,116 367 0.17% 0.17% 122 0 0.0% Q2 2026 Aug 17, 2026
Prosperity Financial Group, Inc. History Reduced 3,085 361 0.11% 0.12% 123 -104 -3.26% Q3 2026 Oct 29, 2026
VestGen Advisors, LLC History Added to 2,918 342 0.01% 0.01% 125 +411 16.39% Q3 2026 Oct 27, 2026
PRINCIPAL SECURITIES, INC. History No change 2,905 342 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 04, 2026
Hobbs Group Advisors, LLC History No change 2,843 335 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 2,825 333 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 2,770 326 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
Apollon Financial, LLC History Reduced 2,767 324 0.04% 0.04% 129 -125 -4.32% Q3 2026 Oct 23, 2026
Aspire Growth Partners LLC History No change 2,718 320 0.19% 0.19% 130 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 2,723 319 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
Stratos Investment Management, LLC History No change 2,571 303 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 2,537 299 0.01% 0.01% 133 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 2,518 295 0.01% 0.19% 134 -28,654 -91.92% Q3 2026 Oct 28, 2026
Ausdal Financial Partners, Inc. History No change 2,420 285 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History Reduced 2,414 282 0.05% 0.06% 136 -1,880 -43.78% Q3 2026 Oct 26, 2026
Wealth Advisors of Iowa, LLC History No change 2,373 280 0.08% 0.08% 137 0 0.0% Q2 2026 Jul 30, 2026
CVFG LLC History No change 2,365 279 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 2,297 271 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Added to 2,279 267 0.0% 0.0% 140 +1,854 436.24% Q3 2026 Oct 08, 2026
GOLDMAN SACHS GROUP INC History No change 2,249 265 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History New 2,213 253 0.01% — 142 +2,213 New Q3 2026 Nov 03, 2026
Lloyd Advisory Services, LLC. History Reduced 2,133 250 0.1% 0.11% 143 -292 -12.04% Q3 2026 Nov 02, 2026
BARLOW WEALTH PARTNERS, LLC History New 2,043 242 0.02% — 144 +2,043 New Q3 2026 Oct 15, 2026
Astoria Portfolio Advisors LLC. History No change 1,989 234 0.04% 0.04% 145 0 0.0% Q2 2026 Jul 28, 2026
REAP Financial Group, LLC History Added to 1,928 226 0.04% 0.04% 146 +1 0.05% Q3 2026 Nov 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,901 224 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Cannon Wealth Management Services, LLC History No change 1,869 220 0.12% 0.12% 148 0 0.0% Q2 2026 Aug 11, 2026
LANE BROTHERS & CO INC History Reduced 1,857 217 0.22% 2.0% 149 -24,092 -92.84% Q3 2026 Nov 02, 2026
FMR LLC History No change 1,780 210 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 1,787 210 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 1,779 210 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History Reduced 1,716 201 0.01% 0.01% 153 -35 -2.0% Q3 2026 Oct 23, 2026
Perennial Investment Advisors, LLC History No change 1,704 201 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History Added to 1,546 181 0.14% 0.14% 156 +1 0.06% Q3 2026 Oct 23, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,538 181 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 1,540 180 0.01% 0.01% 157 0 0.0% Q3 2026 Oct 26, 2026
MOTCO History No change 1,457 171 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 31, 2026
Park Place Capital Corp History No change 1,430 168 0.03% 0.03% 159 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History Added to 1,141 133 0.01% 0.01% 160 +429 60.25% Q3 2026 Oct 20, 2026
GHP Investment Advisors, Inc. History No change 1,072 125 0.0% 0.0% 161 0 0.0% Q3 2026 Oct 15, 2026
FIFTH THIRD BANCORP History Reduced 1,014 118 0.0% 0.0% 162 -495 -32.8% Q3 2026 Nov 05, 2026
Nvest Wealth Strategies, Inc. History Added to 854 100 0.07% 0.06% 163 +1 0.12% Q3 2026 Oct 14, 2026
US BANCORP \DE\ History Added to 756 88 0.0% 0.0% 164 +391 107.12% Q3 2026 Nov 05, 2026
HUNTINGTON NATIONAL BANK History No change 667 78 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON-ALTUS USA INC. History No change 750 78 0.06% 0.06% 166 0 0.0% Q2 2026 Sep 17, 2026
Arax Advisory Partners History No change 541 63 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 10, 2026
Nemes Rush Group LLC History Reduced 531 62 0.01% 0.01% 168 -96 -15.31% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History No change 453 53 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Reduced 405 47 0.01% 0.01% 170 -362 -47.2% Q3 2026 Oct 30, 2026
Medallion Wealth Advisors, LLC History No change 392 46 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 330 38 0.01% 0.01% 172 0 0.0% Q3 2026 Nov 04, 2026
ASSETMARK, INC History No change 308 36 0.0% 0.0% 173 0 0.0% Q3 2026 Oct 21, 2026
DHJJ Financial Advisors, Ltd. History Added to 299 35 0.01% 0.01% 174 +6 2.05% Q3 2026 Oct 23, 2026
Advantage Trust Co History No change 284 33 0.01% 0.01% 175 0 0.0% Q3 2026 Oct 19, 2026
SHP Wealth Management History No change 241 28 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
PETERSON WEALTH MANAGEMENT History No change 217 25 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 30, 2026
BFC Planning, Inc. History No change 192 22 0.0% 0.0% 178 0 0.0% Q2 2026 Oct 29, 2026
Spire Wealth Management History Reduced 174 20 0.0% 0.0% 179 -464 -72.73% Q3 2026 Oct 30, 2026
Parkside Financial Bank & Trust History No change 84 9 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 27, 2026
MATHER GROUP, LLC. History No change 65 7 0.0% 0.0% 181 0 0.0% Q3 2026 Oct 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 53 6 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 54 6 0.0% 0.0% 183 0 0.0% Q3 2026 Nov 03, 2026
ST GERMAIN D J CO INC History No change 48 5 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 21, 2026
Quest 10 Wealth Builders, Inc. History No change 46 5 0.0% 0.0% 185 0 0.0% Q3 2026 Nov 02, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 37 4 0.0% 0.0% 186 0 0.0% Q3 2026 Oct 13, 2026
Truvestments Capital LLC History No change 36 4 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
High Note Wealth, LLC History New 18 2 0.0% — 188 +18 New Q3 2026 Oct 27, 2026
WT Wealth Management History Closed out 0 0 — 0.68% — -20,718 -100.0% Q3 2026 Oct 13, 2026
Belvedere Trading LLC History Closed out 0 0 — 0.0% — -2,600 -100.0% Q3 2026 Nov 05, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2026 Nov 04, 2026
Key Capital Management, INC History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2026 Nov 03, 2026
CITIGROUP INC History New 1 0 — — — +1 New Q3 2026 Nov 04, 2026
Financial Gravity Companies, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
1620 INVESTMENT ADVISORS, INC. History No change 3 0 — — — 0 0.0% Q3 2026 Nov 04, 2026