DFARDIMENSIONAL ETF TRUST
CUSIP 25434V823 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFAR) has 290 institutional holders in Filings Flow’s 13F database, together reporting 1.84M shares worth $48M as of Q2 2026. The largest reported holders are Focus Partners Wealth, Hightower Advisors, LLC, and Elwood & Goetz Wealth Advisory Group, LLC.
Institutional Holders
290
Q2 2026
Reported Value
$1.2B
Ticker
DFAR
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 10.15% | $60M | 2.53M | Q1 2026OLDER |
| Fidato Wealth LLC$154M AUM | 8.18% | $13M | 532.5K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 6.04% | $26M | 1.06M | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 5.93% | $34M | 1.43M | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 5.50% | $10M | 431.3K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 5.27% | $10M | 421.2K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 4.88% | $8M | 353.1K | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 4.23% | $7M | 282.3K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 4.10% | $7M | 294.3K | Q1 2026OLDER |
| Onyx Financial Advisors, LLC$241M AUM | 4.06% | $10M | 413.2K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 3.74% | $5M | 213.3K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 3.67% | $34M | 1.44M | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 3.67% | $24M | 1.00M | Q1 2026OLDER |
| Core Wealth Management, Inc.$326M AUM | 3.52% | $11M | 485.4K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 3.50% | $14M | 594.7K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 3.49% | $4M | 165.9K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 3.28% | $17M | 703.9K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 3.17% | $6M | 235.2K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 2.96% | $9M | 407.0K | Q4 2025OLDER |
| Crestmont Private Wealth LLC$317M AUM | 2.53% | $8M | 339.1K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 2.53% | $5M | 223.4K | Q3 2025OLDER |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171M AUM | 2.51% | $4M | 164.4K | Q2 2026 |
| Arcadia Wealth Management, Inc.$185M AUM | 2.36% | $4M | 184.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 2.32% | $50M | 2.12M | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 2.30% | $7M | 284.8K | Q1 2026OLDER |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 2.27% | $5M | 204.2K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 2.24% | $17M | 698.1K | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 2.19% | $4M | 176.5K | Q1 2026OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 2.12% | $3M | 106.5K | Q2 2026 |
| Trailhead Planners LLC$104M AUM | 2.05% | $2M | 90.1K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 2.03% | $8M | 322.1K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.94% | $5M | 209.2K | Q1 2026OLDER |
| Citrine Capital LLC$231M AUM | 1.91% | $4M | 186.8K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 1.86% | $4M | 174.7K | Q3 2025OLDER |
| Aspen Wealth Management LLC$501M AUM | 1.84% | $9M | 389.7K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 1.79% | $10M | 428.0K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 1.78% | $2M | 88.1K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.67% | $6M | 258.0K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 1.65% | $4M | 162.5K | Q1 2026OLDER |
| BCU Wealth Advisors, LLC$268M AUM | 1.50% | $4M | 170.0K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 1.44% | $3M | 126.3K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 1.42% | $4M | 167.6K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 1.39% | $3M | 119.8K | Q4 2025OLDER |
| Pacific Asset Management, LLC$179M AUM | 1.37% | $2M | 103.7K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 1.31% | $5M | 214.2K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 1.31% | $2M | 92.5K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 1.29% | $2M | 66.8K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 1.27% | $5M | 202.8K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 1.26% | $4M | 163.2K | Q4 2025OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 1.23% | $2M | 58.1K | Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.19% | $16M | 695.0K | Q1 2026OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 1.13% | $2M | 97.0K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 1.13% | $2M | 95.7K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 1.13% | $2M | 71.5K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 1.10% | $4M | 152.4K | Q1 2026OLDER |
| Aznar Financial Advisors, LLC$104M AUM | 1.09% | $1M | 49.5K | Q4 2025OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 1.03% | $4M | 169.1K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.03% | $3M | 125.8K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 1.02% | $11M | 455.8K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.99% | $5M | 194.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.97% | $11M | 462.4K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.92% | $4M | 163.9K | Q1 2026OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 0.92% | $2M | 94.3K | Q1 2026OLDER |
| Squire Investment Management Company, LLC$360M AUM | 0.90% | $3M | 136.2K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.88% | $2M | 99.7K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.84% | $2M | 68.4K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.83% | $5M | 215.3K | Q3 2025OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.83% | $2M | 74.6K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.77% | $9M | 391.0K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.76% | $39M | 1.70M | Q1 2026OLDER |
| marrick wealth, LLC$119M AUM | 0.74% | $885,740 | 37.5K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.72% | $3M | 121.1K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.63% | $752,434 | 31.8K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.61% | $3M | 119.0K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.60% | $6M | 246.5K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.60% | $3M | 110.1K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.59% | $1M | 55.9K | Q3 2025OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 0.57% | $823,087 | 32.4K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 0.57% | $1M | 55.8K | Q2 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 0.57% | $6M | 265.2K | Q1 2026OLDER |
| Weinberger Asset Management, Inc$267M AUM | 0.53% | $1M | 60.3K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.52% | $579,259 | 24.5K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.52% | $1M | 52.6K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.52% | $945,385 | 40.0K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 0.50% | $663,217 | 28.0K | Q2 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.49% | $1M | 46.5K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.46% | $4M | 183.2K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.44% | $1M | 51.6K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.43% | $1M | 45.8K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.43% | $751,503 | 31.8K | Q1 2026OLDER |
| Arnold Financial Planning LLC$107M AUM | 0.42% | $454,746 | 19.2K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.42% | $7M | 258.4K | Q2 2026 |
| Vantage Point Financial LLC$285M AUM | 0.42% | $1M | 51.0K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.41% | $595,010 | 25.2K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.38% | $12M | 514.7K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.37% | $1M | 46.2K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 0.36% | $420,755 | 17.4K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.35% | $1M | 50.2K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.33% | $775,549 | 32.8K | Q1 2026OLDER |
| Forum Private Client Group LLC$300M AUM | 0.32% | $971,959 | 41.1K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 0.32% | $519,507 | 22.0K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 0.30% | $994,867 | 42.1K | Q1 2026OLDER |
| Global Trust Wealth Management LLC$132M AUM | 0.30% | $394,766 | 16.7K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.29% | $808,141 | 34.2K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.28% | $632,891 | 26.8K | Q1 2026OLDER |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.28% | $4M | 163.0K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.27% | $4M | 177.9K | Q4 2025OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.26% | $406,780 | 17.2K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.25% | $288,515 | 12.2K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.24% | $252,937 | 10.7K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.24% | $414,570 | 17.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.23% | $8M | 308.3K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.22% | $1M | 56.6K | Q2 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.22% | $948,447 | 39.3K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.22% | $471,770 | 19.9K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.21% | $313,138 | 13.1K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.21% | $916,707 | 35.0K | Q2 2026 |
| Evanson Financial, LLC$2.0B AUM | 0.21% | $4M | 162.0K | Q2 2026 |
| WPWealth LLP$654M AUM | 0.20% | $1M | 56.6K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.20% | $4M | 160.5K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.19% | $306,021 | 12.9K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.19% | $3M | 144.8K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.18% | $292,030 | 12.3K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.17% | $241,379 | 10.5K | Q4 2025OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.17% | $553,659 | 24.2K | Q4 2025OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.17% | $1M | 51.8K | Q1 2026OLDER |
| JDH Wealth Management, LLC$148M AUM | 0.16% | $240,624 | 10.2K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.16% | $446,066 | 18.9K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.16% | $651,416 | 27.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.15% | $3M | 127.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.15% | $10M | 386.1K | Q2 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.14% | $1M | 54.0K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.14% | $255,248 | 10.8K | Q1 2026OLDER |
| Allodium Investment Consultants, LLC$209M AUM | 0.14% | $288,074 | 12.2K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.14% | $160,571 | 6.1K | Q2 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.13% | $9M | 401.1K | Q1 2026OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.13% | $330,414 | 14.0K | Q1 2026OLDER |
| Dupree Financial Group, LLC$248M AUM | 0.13% | $319,205 | 13.5K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.13% | $560,553 | 23.7K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 0.12% | $500,565 | 21.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.12% | $6M | 218.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.12% | $2M | 63.1K | Q2 2026 |
| Wealth Advisors Northwest LLC$238M AUM | 0.12% | $279,718 | 11.8K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.12% | $1M | 46.0K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.12% | $331,014 | 14.5K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $22M | 928.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $11M | 446.9K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.11% | $997,344 | 42.2K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.11% | $304,778 | 12.9K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.10% | $385,613 | 16.3K | Q1 2026OLDER |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.10% | $240,043 | 10.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.10% | $10M | 428.8K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.10% | $405,314 | 17.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.10% | $89M | 3.58M | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.09% | $239,805 | 10.1K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.09% | $17M | 706.8K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.09% | $5M | 199.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.09% | $421,300 | 17.8K | Q1 2026OLDER |
| Verisail Partners, LLC$246M AUM | 0.09% | $211,620 | 8.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.09% | $262,870 | 11.1K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.08% | $496,650 | 21.0K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.08% | $307,616 | 13.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.08% | $17M | 712.9K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.08% | $2M | 82.6K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.08% | $139,867 | 5.9K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.07% | $390,033 | 16.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.07% | $212,853 | 9.1K | Q3 2025OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.07% | $842,247 | 35.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $64M | 2.69M | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.07% | $309,815 | 13.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.07% | $2M | 85.7K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.07% | $345,432 | 14.6K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.06% | $52M | 2.20M | Q1 2026OLDER |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.06% | $206,062 | 8.7K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.06% | $330,296 | 14.0K | Q1 2026OLDER |
| Dodds Wealth, LLC$407M AUM | 0.06% | $243,945 | 10.3K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.06% | $205,116 | 10.2K | Q4 2025OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.06% | $602,139 | 25.5K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.05% | $430,612 | 18.6K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $467,277 | 19.8K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.05% | $361,017 | 15.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 509.8K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.05% | $116,476 | 4.9K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.05% | $77,065 | 3.4K | Q4 2025OLDER |
| JMG Financial Group, Ltd.$3.6B AUM | 0.05% | $2M | 69.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $1M | 48.1K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $519,915 | 22.0K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.04% | $65,658 | 2.9K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.04% | $290,990 | 12.3K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 0.04% | $392,945 | 16.6K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.04% | $103,795 | 4.4K | Q3 2025OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.04% | $248,545 | 10.5K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.04% | $595,838 | 25.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.04% | $438,637 | 18.5K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.03% | $228,617 | 9.7K | Q1 2026OLDER |
| Partners in Financial Planning$603M AUM | 0.03% | $201,438 | 8.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $5M | 196.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 293.8K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.03% | $378,157 | 16.0K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.03% | $261,338 | 10.0K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 149.3K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $203,390 | 8.6K | Q1 2026OLDER |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.03% | $1M | 59.5K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $1M | 55.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $978,495 | 41.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $31M | 1.33M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 59.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $4M | 172.2K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $796,437 | 33.7K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.02% | $246,882 | 10.4K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $394,389 | 16.7K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.02% | $54,395 | 2.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $379,488 | 16.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 73.7K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $584,732 | 24.4K | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.02% | $103,138 | 4.4K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $76,414 | 3.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $661,927 | 28.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $2M | 66.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $862,551 | 36.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 60.1K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $668,299 | 28.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $715,028 | 30.2K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.01% | $32,401 | 1.4K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $2M | 74.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $462,699 | 19.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $45,574 | 1.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 102.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $236,206 | 10.2K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $28,486 | 1.1K | Q2 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $20,742 | 877 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $958,416 | 40.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 114.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $379,345 | 16.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 52.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 183.2K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $230,359 | 8.8K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $277,161 | 11.6K | Q3 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $16,978 | 718 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $784,232 | 33.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $294,362 | 11.3K | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $417,446 | 17.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $389,173 | 16.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 52.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 92.8K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $9,602 | 406 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $85,477 | 3.6K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $126,857 | 5.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $23,650 | 1.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 458.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $916,955 | 38.8K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 95.2K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $10,666 | 451 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 94.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 212.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $268,096 | 11.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $246,622 | 10.4K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $224,794 | 9.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 159.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 382.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $169,192 | 7.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $10,501 | 444 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $38,085 | 1.7K | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $6,575 | 278 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 50.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $279,236 | 11.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $71,518 | 3.0K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $8,355 | 353 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $19,044 | 728 | Q2 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $40,134 | 1.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 170.1K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $286,827 | 12.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $583,020 | 24.7K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $13,820 | 584 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $3,618 | 153 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $27,366 | 1.2K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $879,040 | 37.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $24,620 | 1.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $33,015 | 1.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $454,869 | 19.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $2,129 | 90 | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $212,472 | 9.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $118,439 | 5.0K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $1,159 | 49 | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $710 | 30 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $43,451 | 1.8K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,085 | 215 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,417 | 525 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $13,788 | 583 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $264,618 | 11.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $413,615 | 17.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $14,474 | 612 | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $191 | 8 | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $542 | 24 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $26,978 | 1.2K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $605,000 | 25.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $895,507 | 37.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,672 | 113 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $673,150 | 28.5K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $95 | 4 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $143,319 | 6.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $27,860 | 1.2K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $171 | 7 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $11,896 | 503 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,077 | 45 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $167 | 7 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $292,019 | 12.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $2,933 | 124 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $78,550 | 3.4K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10,366 | 447 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $805 | 34 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2,129 | 90 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $25 | 1 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5,184 | 226 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3 | 0 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $142 | 6 | Q2 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.