DFNMDIMENSIONAL ETF TRUST
CUSIP 25434V849 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DFNM) has 274 institutional holders in Filings Flow’s 13F database, together reporting 36.35M shares worth $1.7B as of Q1 2026. The largest reported holders are Focus Partners Wealth, Truepoint, Inc., and Foster Group, Inc..
Institutional Holders
274
Q1 2026
Reported Value
$1.7B
Ticker
DFNM
Quarters Tracked
18
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Waterford Advisors, LLC$315M AUM | 8.09% | $25M | 536.3K | Q1 2026 |
| Yardley Wealth Management LLC$195M AUM | 7.87% | $15M | 320.6K | Q1 2026 |
| Vested Financial Planning, LLC$131M AUM | 7.40% | $10M | 202.6K | Q1 2026 |
| Vestment Financial LLC$212M AUM | 7.31% | $16M | 320.5K | Q1 2026 |
| Rather & Kittrell, Inc.$648M AUM | 6.61% | $43M | 894.2K | Q1 2026 |
| HFM Investment Advisors, LLC$260M AUM | 6.60% | $17M | 358.2K | Q1 2026 |
| David Wealth Management LLC$134M AUM | 6.09% | $8M | 172.6K | Q2 2025OLDER |
| Mattern Wealth Management LLC$513M AUM | 4.96% | $25M | 530.2K | Q1 2026 |
| ASSET PLANNING CORPORATION$211M AUM | 4.90% | $10M | 215.3K | Q3 2025OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 4.62% | $11M | 239.9K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 4.59% | $10M | 213.8K | Q1 2026 |
| Wheelhouse Advisory Group LLC$302M AUM | 4.40% | $13M | 276.9K | Q1 2026 |
| RAM Investment Partners, LLC$569M AUM | 4.35% | $25M | 516.4K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 4.17% | $26M | 536.3K | Q3 2025OLDER |
| Citrine Capital LLC$231M AUM | 4.01% | $9M | 192.9K | Q1 2026 |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 3.94% | $5M | 102.9K | Q1 2026 |
| E-Wealth Partners, LLC$124M AUM | 3.93% | $5M | 97.1K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 3.70% | $13M | 270.9K | Q1 2026 |
| Symmetry Partners, LLC$1.8B AUM | 3.61% | $63M | 1.32M | Q1 2026 |
| Compass Financial Group, Inc.$222M AUM | 3.57% | $8M | 165.4K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 3.57% | $16M | 327.3K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 3.33% | $7M | 147.8K | Q1 2026 |
| Truepoint, Inc.$4.5B AUM | 3.31% | $148M | 3.10M | Q1 2026 |
| Porter White Investment Advisors, Inc.$250M AUM | 3.26% | $8M | 170.0K | Q1 2026 |
| BCO Wealth Management LLC$166M AUM | 3.12% | $5M | 108.3K | Q1 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 3.12% | $34M | 718.5K | Q1 2026 |
| 25 LLC$324M AUM | 3.07% | $10M | 208.1K | Q1 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC$106M AUM | 2.80% | $3M | 62.1K | Q1 2026 |
| Guardian Wealth Management, LLC$330M AUM | 2.72% | $9M | 186.9K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 2.68% | $35M | 739.7K | Q1 2026 |
| Johnson Wealth Management, LLC$207M AUM | 2.67% | $6M | 115.4K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 2.59% | $38M | 795.7K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 2.41% | $23M | 482.8K | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 2.40% | $7M | 147.1K | Q4 2025OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 2.18% | $5M | 101.5K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 2.17% | $6M | 129.8K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 2.08% | $70M | 1.46M | Q1 2026 |
| Core Wealth Management, Inc.$326M AUM | 2.03% | $7M | 138.3K | Q1 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 2.02% | $12M | 247.7K | Q1 2026 |
| SCRATCH CAPITAL LLC$175M AUM | 2.02% | $4M | 73.5K | Q1 2026 |
| PENNEY FINANCIAL, LLC$261M AUM | 1.78% | $5M | 97.0K | Q1 2026 |
| North Ridge Wealth Advisors, Inc.$178M AUM | 1.67% | $3M | 61.8K | Q1 2026 |
| West Financial Advisors, LLC$659M AUM | 1.64% | $10M | 201.9K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 1.63% | $5M | 97.5K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 1.62% | $3M | 62.3K | Q1 2026 |
| United Wealth Management, LLC$402M AUM | 1.59% | $6M | 133.3K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 1.52% | $42M | 881.1K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 1.51% | $2M | 37.3K | Q1 2026 |
| MB Generational Wealth, LLC$181M AUM | 1.51% | $3M | 56.8K | Q1 2026 |
| Wheels Up Wealth, Inc.$106M AUM | 1.48% | $2M | 32.8K | Q1 2026 |
| 55 North Private Wealth, LLC$508M AUM | 1.46% | $6M | 118.7K | Q1 2026 |
| Aurelius Family Office LLC$230M AUM | 1.45% | $3M | 69.5K | Q1 2026 |
| Generations Wealth, LLC$103M AUM | 1.40% | $1M | 30.1K | Q1 2026 |
| Note Advisors, LLC$200M AUM | 1.38% | $3M | 57.7K | Q1 2026 |
| QUARRY HILL ADVISORS, LLC$243M AUM | 1.35% | $3M | 67.9K | Q1 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 1.33% | $2M | 40.9K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 1.30% | $3M | 69.1K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 1.29% | $3M | 61.1K | Q1 2026 |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 1.26% | $6M | 116.5K | Q1 2026 |
| Tillman Hartley LLC$398M AUM | 1.23% | $5M | 101.9K | Q1 2026 |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 1.18% | $2M | 37.3K | Q1 2026 |
| Shearwater Capital LLC$209M AUM | 1.11% | $2M | 44.1K | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 1.11% | $2M | 36.6K | Q1 2026 |
| HEFFERNAN ADVISORY, INC$108M AUM | 1.11% | $1M | 24.9K | Q1 2026 |
| Hiley Hunt Wealth Management$253M AUM | 1.09% | $2M | 51.7K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 1.08% | $3M | 55.2K | Q1 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 1.06% | $1M | 30.5K | Q1 2026 |
| New Dimensions Wealth Management, LLC$118M AUM | 1.05% | $1M | 25.7K | Q1 2026 |
| American Investment Services, Inc.$448M AUM | 1.05% | $5M | 98.0K | Q1 2026 |
| Warburton Capital Management, LLC$205M AUM | 1.02% | $2M | 43.4K | Q1 2026 |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 1.00% | $2M | 37.9K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 1.00% | $5M | 104.4K | Q1 2026 |
| Verisail Partners, LLC$270M AUM | 0.96% | $2M | 49.4K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.95% | $64M | 1.32M | Q1 2026 |
| Martin Worley Group$204M AUM | 0.88% | $2M | 37.7K | Q2 2025OLDER |
| Family Capital Management, Inc.$225M AUM | 0.82% | $2M | 38.7K | Q1 2026 |
| Capstone Wealth Management, LLC$143M AUM | 0.82% | $1M | 24.6K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 0.81% | $994,979 | 20.8K | Q1 2026 |
| RW Investment Management LLC$1.0B AUM | 0.77% | $8M | 165.9K | Q1 2026 |
| CogentBlue Wealth Advisors, LLC$149M AUM | 0.76% | $1M | 23.7K | Q1 2026 |
| BWM Planning, LLC$379M AUM | 0.76% | $3M | 59.9K | Q1 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.71% | $3M | 56.4K | Q1 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.71% | $3M | 64.8K | Q1 2026 |
| Ponta Wealth Partners, LLC$124M AUM | 0.71% | $883,350 | 18.4K | Q1 2026 |
| SB Capital Management Inc$273M AUM | 0.69% | $2M | 39.3K | Q4 2025OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.69% | $957,162 | 20.0K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.68% | $13M | 270.4K | Q1 2026 |
| Timonier Family Office, LTD.$315M AUM | 0.68% | $2M | 44.3K | Q4 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.64% | $1M | 28.2K | Q1 2026 |
| Meredith Wealth Planning$369M AUM | 0.64% | $2M | 49.2K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 0.62% | $1M | 23.3K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.59% | $21M | 428.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.58% | $57M | 1.20M | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.57% | $786,993 | 16.6K | Q2 2025OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.55% | $3M | 66.5K | Q4 2025OLDER |
| JP Wealth Management, Inc.$159M AUM | 0.55% | $808,579 | 16.9K | Q1 2026 |
| Sterling Wealth Advisors Inc$175M AUM | 0.53% | $924,564 | 19.1K | Q1 2026 |
| INTEGRATED WEALTHCARE, LLC$120M AUM | 0.51% | $611,443 | 12.8K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 0.50% | $599,892 | 12.5K | Q1 2026 |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.49% | $515,295 | 10.8K | Q1 2026 |
| Aegis Wealth Management LLC$175M AUM | 0.49% | $857,947 | 17.9K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.47% | $2M | 36.9K | Q1 2026 |
| Investmark Advisory Group LLC$234M AUM | 0.46% | $1M | 22.3K | Q1 2026 |
| JDH Wealth Management, LLC$148M AUM | 0.46% | $676,532 | 14.1K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.45% | $1M | 25.0K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.44% | $4M | 86.1K | Q1 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 0.43% | $2M | 31.7K | Q1 2026 |
| Liberty Capital Management, Inc.$537M AUM | 0.43% | $2M | 44.5K | Q2 2025OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.42% | $5M | 95.8K | Q1 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 0.41% | $2M | 36.6K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.39% | $864,711 | 18.0K | Q3 2025OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.37% | $545,156 | 11.4K | Q1 2026 |
| Life Planning Partners, Inc$131M AUM | 0.37% | $482,655 | 10.1K | Q1 2026 |
| Sterling Wealth Management, Inc.$364M AUM | 0.37% | $1M | 27.9K | Q1 2026 |
| Platform Wealth Management, LLC$376M AUM | 0.37% | $1M | 28.6K | Q4 2025OLDER |
| One Degree Advisors Inc$381M AUM | 0.37% | $1M | 29.1K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.36% | $5M | 99.3K | Q4 2025OLDER |
| Anson Capital, Inc.$146M AUM | 0.35% | $511,365 | 10.7K | Q1 2026 |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.34% | $4M | 80.3K | Q1 2026 |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 0.33% | $1M | 22.7K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.32% | $4M | 82.1K | Q1 2026 |
| Binnacle Investments Inc$170M AUM | 0.31% | $530,323 | 11.1K | Q3 2025OLDER |
| Oath Planning, LLC$113M AUM | 0.31% | $350,637 | 7.3K | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 0.30% | $3M | 66.2K | Q2 2025OLDER |
| Physician Wealth Solutions Inc.$242M AUM | 0.30% | $714,588 | 14.9K | Q1 2026 |
| BDFS Capital LLC$230M AUM | 0.29% | $611,396 | 12.8K | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 0.29% | $761,395 | 15.9K | Q3 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.28% | $714,268 | 14.9K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.28% | $2M | 51.4K | Q2 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.27% | $2M | 44.2K | Q1 2026 |
| White Wing Wealth Management$192M AUM | 0.27% | $451,880 | 9.4K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.27% | $2M | 37.1K | Q1 2026 |
| Triune Financial Partners, LLC$421M AUM | 0.26% | $1M | 23.2K | Q1 2026 |
| Vistica Wealth Advisors, LLC$100M AUM | 0.26% | $260,500 | 5.4K | Q1 2026 |
| Aerodigm Wealth, LLC$266M AUM | 0.25% | $670,972 | 14.0K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.25% | $2M | 32.7K | Q1 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.24% | $883,047 | 18.4K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 0.24% | $455,574 | 9.5K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.24% | $8M | 175.9K | Q1 2026 |
| Grunden Financial Advisory, Inc.$256M AUM | 0.24% | $606,001 | 12.6K | Q4 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 0.24% | $657,360 | 13.7K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.24% | $42M | 880.0K | Q1 2026 |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.23% | $850,039 | 17.7K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.23% | $472,398 | 9.9K | Q1 2026 |
| Friday Financial$373M AUM | 0.23% | $661,722 | 13.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.23% | $202M | 4.22M | Q1 2026 |
| Oceanside Advisors LLC$175M AUM | 0.21% | $367,431 | 7.7K | Q1 2026 |
| WPWealth LLP$654M AUM | 0.21% | $1M | 28.4K | Q1 2026 |
| Foundry Financial LLC$236M AUM | 0.21% | $487,914 | 10.2K | Q1 2026 |
| Copperleaf Capital, LLC$209M AUM | 0.21% | $429,949 | 9.0K | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.20% | $584,257 | 12.2K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.20% | $1M | 27.9K | Q2 2025OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.20% | $459,686 | 9.5K | Q4 2025OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.19% | $338,625 | 7.1K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.19% | $474,638 | 10.0K | Q2 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.19% | $3M | 70.0K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.19% | $443,496 | 9.3K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.18% | $1M | 22.7K | Q1 2026 |
| Beta Wealth Group, Inc.$242M AUM | 0.18% | $446,372 | 9.3K | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.18% | $2M | 42.4K | Q1 2026 |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.18% | $951,737 | 19.9K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.17% | $4M | 76.6K | Q1 2026 |
| Five Oceans Advisors$311M AUM | 0.17% | $461,087 | 9.6K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.15% | $10M | 205.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.15% | $38M | 788.2K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.14% | $413,097 | 8.6K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 0.14% | $237,933 | 5.0K | Q3 2025OLDER |
| Balefire, LLC$613M AUM | 0.14% | $723,072 | 15.1K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 0.13% | $764,978 | 16.0K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.12% | $426,769 | 8.9K | Q1 2026 |
| Navigoe, LLC$169M AUM | 0.12% | $206,000 | 4.3K | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.12% | $150,501 | 3.1K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.11% | $751,686 | 15.7K | Q1 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.10% | $474,255 | 9.9K | Q1 2026 |
| Jentner Corp$373M AUM | 0.10% | $385,274 | 8.1K | Q2 2025OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.10% | $252,447 | 5.3K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 0.10% | $282,021 | 5.9K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.10% | $732,769 | 15.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 192.2K | Q1 2026 |
| Iowa State Bank$543M AUM | 0.10% | $540,219 | 11.3K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.10% | $294,338 | 6.1K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.10% | $345,432 | 7.2K | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.10% | $447,858 | 9.3K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.10% | $2M | 41.2K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.09% | $323,413 | 6.7K | Q4 2025OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.09% | $2M | 34.9K | Q1 2026 |
| Squire Investment Management Company, LLC$360M AUM | 0.08% | $298,077 | 6.2K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.08% | $398,782 | 8.3K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.08% | $298,604 | 6.2K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.08% | $754,993 | 15.8K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.08% | $332,470 | 6.9K | Q1 2026 |
| Seaside Wealth Management, Inc.$356M AUM | 0.08% | $285,093 | 5.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $10M | 204.7K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.08% | $510,602 | 10.6K | Q4 2025OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.08% | $297,019 | 6.2K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.07% | $15M | 310.7K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.07% | $985,836 | 20.6K | Q1 2026 |
| Level Financial Advisors$392M AUM | 0.07% | $276,796 | 5.8K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.07% | $3M | 63.5K | Q1 2026 |
| Burton Enright Welch$736M AUM | 0.07% | $487,736 | 10.2K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 32.9K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.05% | $535,531 | 11.2K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.05% | $516,925 | 10.8K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.05% | $2M | 41.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.05% | $1M | 30.7K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.05% | $254,982 | 5.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 42.7K | Q4 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.05% | $640,352 | 13.5K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.04% | $11M | 227.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $31M | 653.4K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.04% | $2M | 32.8K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.04% | $309,484 | 6.5K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $3M | 70.8K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $10M | 216.1K | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.04% | $119,952 | 2.5K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 40.1K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.04% | $141,825 | 3.0K | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.04% | $154,686 | 3.2K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 0.03% | $365,685 | 7.7K | Q2 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.03% | $245,689 | 5.1K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.03% | $261,065 | 5.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.03% | $16M | 332.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $2M | 33.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $28M | 589.4K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 34.3K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $517,399 | 10.8K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $347,165 | 7.2K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.03% | $2M | 39.6K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $236,486 | 5.0K | Q2 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $328,656 | 6.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 23.3K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $357,989 | 7.5K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $578,040 | 12.0K | Q4 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.02% | $449,442 | 9.5K | Q2 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $275,789 | 5.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 208.4K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $384,446 | 8.0K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 40.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $283,029 | 5.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $522,437 | 10.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $2M | 50.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.02% | $3M | 55.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 37.7K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.02% | $2M | 45.5K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $544,198 | 11.4K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $480,978 | 10.0K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $332,981 | 6.9K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $441,675 | 9.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 59.3K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $447,803 | 9.3K | Q3 2025OLDER |
| City State Bank$385M AUM | 0.01% | $49,751 | 1.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 26.2K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $254,556 | 5.3K | Q1 2026 |
| RHL GROUP, LLC$117M AUM | 0.01% | $12,379 | 258 | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $19,747 | 412 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $95,960 | 2.0K | Q3 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $287,580 | 6.0K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $358,852 | 7.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 47.7K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.01% | $79,377 | 1.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $34,389 | 716 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 518.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 88.3K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 81.8K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 21.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 30.0K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $411,096 | 8.6K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $400,871 | 8.4K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $159,439 | 3.3K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $796,468 | 16.6K | Q3 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 48.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 61.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 67.0K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $34,031 | 710 | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $329,854 | 6.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $250,085 | 5.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 82.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $738,218 | 15.4K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $392,355 | 8.2K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $15,087 | 315 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $719,419 | 14.9K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $367,743 | 7.7K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $2M | 31.6K | Q4 2025OLDER |
| Betterment LLC$52.8B AUM | 0.00% | $1M | 27.6K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $97,848 | 2.1K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $896,000 | 18.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $164,975 | 3.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $254,699 | 5.4K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 138.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $604,280 | 12.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 35.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $20M | 418.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $105,015 | 2.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $88,239 | 1.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $691,294 | 14.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $58,527 | 1.2K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $15,250 | 318 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 29.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $514,405 | 10.7K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 135.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $22,903 | 477 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $246,216 | 5.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 27.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $218,848 | 4.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $393,655 | 8.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $35,746 | 745 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 34.6K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $285,166 | 5.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,991 | 125 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $64,897 | 1.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $2,205 | 46 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 22.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $635,408 | 13.3K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $579 | 12 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $387,000 | 8.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $423,318 | 8.8K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $3,355 | 70 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $6,310 | 131 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,150 | 24 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,697 | 98 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1,012 | 21 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.