DIMENSIONAL ETF TRUST
CUSIP 25434V690
Dimensional Etf Trust has 227 institutional holders in Filings Flow’s 13F database, together reporting 16.10M shares worth $674M as of Q1 2026. The largest reported holders are Focus Partners Wealth, Maseco LLP, and Awm Capital, LLC.
Institutional Holders
227
Q1 2026
Reported Value
$674M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LongView Asset Management LLC$143M AUM | 12.66% | $18M | 423.7K | Q4 2025OLDER |
| Citrine Capital LLC$231M AUM | 7.17% | $17M | 390.0K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 6.36% | $9M | 213.7K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 6.20% | $17M | 404.0K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 5.97% | $32M | 759.1K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 3.94% | $8M | 194.0K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 3.71% | $37M | 831.1K | Q2 2026 |
| Donalies Financial Planning, LLC$117M AUM | 3.69% | $4M | 102.0K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 3.57% | $39M | 931.2K | Q1 2026OLDER |
| Retirement Solution LLC$423M AUM | 3.51% | $15M | 350.0K | Q1 2026OLDER |
| QUARRY HILL ADVISORS, LLC$243M AUM | 2.28% | $6M | 120.2K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 2.27% | $25M | 586.1K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 2.12% | $4M | 94.9K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 1.99% | $8M | 193.6K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 1.88% | $8M | 180.1K | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 1.81% | $3M | 74.7K | Q1 2026OLDER |
| Wheels Up Wealth, Inc.$106M AUM | 1.34% | $1M | 33.6K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 1.31% | $42M | 987.5K | Q1 2026OLDER |
| Triune Financial Partners, LLC$421M AUM | 1.11% | $5M | 110.3K | Q1 2026OLDER |
| Aspen Capital Management, LLC$404M AUM | 0.96% | $4M | 91.6K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.93% | $5M | 125.1K | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 0.90% | $2M | 38.5K | Q1 2026OLDER |
| Northland Capital Management LLC$183M AUM | 0.88% | $2M | 38.0K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.88% | $3M | 65.8K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.87% | $4M | 92.9K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.87% | $11M | 257.4K | Q3 2025OLDER |
| Corus Family Wealth Advisors$123M AUM | 0.86% | $1M | 24.9K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 0.78% | $8M | 181.8K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.75% | $1M | 32.6K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.67% | $2M | 46.7K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.64% | $8M | 178.5K | Q4 2025OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 0.64% | $716,623 | 16.9K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.63% | $2M | 38.9K | Q1 2026OLDER |
| Babb Wealth Advisors LLC$183M AUM | 0.57% | $1M | 24.8K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.57% | $6M | 151.9K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.57% | $1M | 32.2K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.56% | $2M | 46.4K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.55% | $9M | 213.0K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.54% | $2M | 48.8K | Q2 2026 |
| Cordant, Inc.$246M AUM | 0.52% | $1M | 30.0K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 0.49% | $1M | 31.2K | Q4 2025OLDER |
| Wealth Management Strategies, Inc.$221M AUM | 0.48% | $1M | 25.1K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.48% | $10M | 233.2K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.44% | $2M | 43.1K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.43% | $760,162 | 17.9K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.41% | $552,514 | 13.0K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.38% | $471,329 | 11.1K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.38% | $811,135 | 19.1K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.38% | $1M | 34.7K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.36% | $2M | 45.9K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.35% | $4M | 85.0K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.35% | $704,306 | 16.6K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 0.33% | $731,612 | 17.3K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 0.31% | $5M | 110.0K | Q1 2026OLDER |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.30% | $437,968 | 10.3K | Q1 2026OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.29% | $3M | 61.9K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.28% | $4M | 92.7K | Q1 2026OLDER |
| Winter & Associates, Inc.$133M AUM | 0.27% | $354,486 | 7.9K | Q2 2026 |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.26% | $3M | 69.2K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.26% | $667,503 | 15.7K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 0.25% | $604,841 | 14.3K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.25% | $1M | 33.4K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.24% | $5M | 108.2K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.24% | $676,097 | 14.9K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.24% | $413,057 | 9.7K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.24% | $672,768 | 15.9K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.24% | $4M | 93.3K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.23% | $407,252 | 9.6K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.22% | $565,149 | 13.8K | Q3 2025OLDER |
| BetterWealth, LLC$510M AUM | 0.22% | $1M | 26.2K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.22% | $684,298 | 15.2K | Q2 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.21% | $448,452 | 10.6K | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 0.21% | $387,705 | 9.1K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 0.21% | $601,634 | 13.3K | Q2 2026 |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.21% | $588,671 | 13.9K | Q1 2026OLDER |
| ACTION POINT FINANCIAL PLANNING, LLC$112M AUM | 0.21% | $232,352 | 5.5K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.20% | $811,160 | 19.1K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.20% | $244,437 | 5.8K | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.20% | $500,280 | 11.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.20% | $14M | 303.8K | Q2 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.20% | $575,495 | 13.6K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.19% | $377,764 | 8.9K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.19% | $3M | 73.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.18% | $3M | 76.1K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.18% | $316,601 | 7.5K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.18% | $505,783 | 11.9K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.17% | $1M | 30.1K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.16% | $434,812 | 10.3K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.16% | $534,281 | 11.8K | Q2 2026 |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.16% | $465,346 | 11.0K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.16% | $11M | 263.8K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 0.16% | $627,690 | 14.8K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.15% | $216,113 | 5.1K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 0.15% | $288,914 | 6.8K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.15% | $416,104 | 9.8K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.14% | $692,816 | 16.3K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 0.14% | $303,038 | 7.4K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.14% | $1M | 30.6K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.14% | $453,680 | 10.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.13% | $34M | 795.0K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.13% | $499,950 | 11.8K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.13% | $520,418 | 12.3K | Q1 2026OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.13% | $429,597 | 10.1K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.13% | $1M | 28.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.13% | $2M | 39.4K | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.12% | $334,624 | 7.9K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.11% | $235,553 | 5.8K | Q3 2025OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.10% | $342,159 | 8.1K | Q1 2026OLDER |
| WPWealth LLP$654M AUM | 0.10% | $655,602 | 15.5K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.10% | $208,371 | 4.9K | Q1 2026OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.10% | $313,082 | 7.4K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.10% | $200,891 | 4.7K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.09% | $7M | 155.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.09% | $578,708 | 13.4K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.09% | $230,141 | 5.4K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.09% | $214,148 | 5.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.09% | $18M | 416.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.09% | $5M | 111.4K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.08% | $242,675 | 5.7K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 0.08% | $316,655 | 7.5K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.08% | $267,120 | 6.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.08% | $283,996 | 6.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.08% | $1M | 32.2K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.08% | $1M | 23.0K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.07% | $212,556 | 4.7K | Q2 2026 |
| Glassman Wealth Services$736M AUM | 0.07% | $531,978 | 12.5K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.07% | $3M | 70.5K | Q3 2025OLDER |
| Burton Enright Welch$736M AUM | 0.07% | $500,914 | 11.8K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.07% | $728,898 | 17.2K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.06% | $385,840 | 9.1K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.06% | $3M | 64.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.06% | $6M | 136.3K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.06% | $2M | 48.4K | Q2 2026 |
| Hill Investment Group Partners, LLC$906M AUM | 0.06% | $519,782 | 12.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.06% | $51M | 1.16M | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.06% | $1M | 28.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.06% | $11M | 270.8K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.05% | $385,289 | 9.1K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.05% | $894,165 | 19.8K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.05% | $147,558 | 3.4K | Q4 2025OLDER |
| Financial Plan, Inc.$933M AUM | 0.05% | $475,007 | 11.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.05% | $138,645 | 3.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.05% | $143,525 | 3.4K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 0.05% | $257,845 | 6.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 111.7K | Q1 2026OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 0.04% | $209,788 | 4.9K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.04% | $118,974 | 2.8K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.04% | $287,950 | 6.8K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.04% | $96,121 | 2.3K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $304,464 | 6.8K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.04% | $38,075 | 898 | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.03% | $270,280 | 6.4K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.03% | $232,802 | 5.5K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.03% | $335,469 | 7.9K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $277,365 | 6.2K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 131.8K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.03% | $55,968 | 1.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $531,491 | 12.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $526,099 | 12.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 26.4K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.03% | $55,120 | 1.3K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.03% | $272,855 | 6.0K | Q2 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $306,151 | 7.2K | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $356,299 | 8.3K | Q4 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 28.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 84.7K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.02% | $554,219 | 13.5K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 58.4K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.02% | $44,435 | 1.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $463,390 | 10.9K | Q2 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.02% | $263,177 | 6.2K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.02% | $241,087 | 5.7K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.02% | $307,559 | 7.2K | Q4 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.02% | $31,401 | 741 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $828,455 | 19.3K | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.02% | $29,546 | 697 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $177,697 | 4.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 151.9K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $706,360 | 15.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $130,465 | 3.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $8M | 182.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 27.2K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.01% | $34,980 | 825 | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $438,458 | 10.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $39,516 | 932 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $669,581 | 15.8K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $288,575 | 6.8K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $99,099 | 2.4K | Q3 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $733,520 | 17.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $64,448 | 1.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $787,077 | 18.6K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $4M | 97.8K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $30,232 | 713 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 127.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $254,740 | 6.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $551,806 | 13.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 30.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $962,354 | 22.7K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $107,800 | 2.5K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $39,099 | 922 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $827,029 | 19.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 51.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $48,040 | 1.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $219,717 | 5.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 43.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $541,559 | 12.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $57,072 | 1.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $6,939 | 154 | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $250,838 | 5.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 275.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 104.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 29.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $302,853 | 7.1K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $6,360 | 150 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 131.3K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $479,825 | 11.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $24,889 | 587 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 43.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $405,244 | 9.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 58.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $258,894 | 6.1K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,470 | 129 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $266,495 | 6.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $451,814 | 10.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $352,077 | 8.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $752,685 | 17.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $381,000 | 9.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $505,038 | 12.3K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $5,003 | 118 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,445 | 152 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $274,364 | 6.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $12,678 | 299 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,968 | 70 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $85,594 | 2.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12,490 | 305 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22,365 | 522 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.