DUSBDIMENSIONAL ULTRASHORT
CUSIP 25434V591 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Ultrashort (DUSB) has 191 institutional holders in Filings Flow’s 13F database, together reporting 23.60M shares worth $1.2B as of Q1 2026. The largest reported holders are Planning Center, Inc., Prudent Man Investment Management, Inc., and Root Financial Partners, LLC.
Institutional Holders
191
Q1 2026
Reported Value
$1.2B
Ticker
DUSB
Quarters Tracked
11
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Planning Center, Inc.$987M AUM | 18.25% | $180M | 3.55M | Q1 2026 |
| Prudent Man Investment Management, Inc.$297M AUM | 27.22% | $81M | 1.60M | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 3.55% | $77M | 1.51M | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 1.16% | $59M | 1.16M | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 4.45% | $41M | 817.9K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 4.57% | $37M | 737.7K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 4.64% | $31M | 607.3K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 3.10% | $29M | 568.3K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.89% | $26M | 515.0K | Q1 2026 |
| Sterling Wealth Management, Inc.$364M AUM | 6.89% | $25M | 495.0K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 9.90% | $25M | 483.5K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.46% | $21M | 409.5K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.10% | $21M | 409.0K | Q1 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 10.23% | $19M | 383.9K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 3.31% | $18M | 363.4K | Q1 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 10.08% | $17M | 340.2K | Q1 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 2.62% | $17M | 328.1K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.89% | $14M | 273.3K | Q1 2026 |
| Foundry Financial LLC$236M AUM | 5.17% | $12M | 240.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 238.8K | Q1 2026 |
| Hiley Hunt Wealth Management$253M AUM | 5.18% | $12M | 231.7K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 4.09% | $12M | 228.3K | Q1 2026 |
| Onyx Financial Advisors, LLC$241M AUM | 4.78% | $12M | 227.1K | Q1 2026 |
| Johnson Wealth Management, LLC$207M AUM | 5.55% | $11M | 226.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 212.3K | Q1 2026 |
| Babb Wealth Advisors LLC$183M AUM | 5.84% | $11M | 210.5K | Q1 2026 |
| New Dimensions Wealth Management, LLC$118M AUM | 8.53% | $10M | 197.8K | Q1 2026 |
| Financial Symmetry Inc$281M AUM | 3.33% | $9M | 184.5K | Q1 2026 |
| Tumwater Wealth Management, LLC$249M AUM | 3.76% | $9M | 184.4K | Q1 2026 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 2.84% | $8M | 159.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $8M | 152.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.13% | $8M | 151.7K | Q1 2026 |
| Ruedi Wealth Management, Inc.$388M AUM | 1.97% | $8M | 151.0K | Q1 2026 |
| Parkwoods Wealth Partners, LLC$408M AUM | 1.84% | $8M | 148.3K | Q1 2026 |
| Mattern Wealth Management LLC$513M AUM | 1.45% | $7M | 146.5K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.09% | $7M | 145.7K | Q1 2026 |
| Shore Point Advisors, LLC$253M AUM | 2.92% | $7M | 148.3K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 5.14% | $7M | 140.3K | Q1 2026 |
| Leading Edge Financial Planning LLC$475M AUM | 1.49% | $7M | 139.8K | Q1 2026 |
| Wolfstich Capital, LLC$114M AUM | 6.17% | $7M | 139.2K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.08% | $7M | 129.4K | Q1 2026 |
| 3 FACTOR INDEXING, LLC$118M AUM | 6.12% | $6M | 127.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 126.5K | Q1 2026 |
| Torren Management, LLC$201M AUM | 2.99% | $6M | 118.3K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 0.26% | $6M | 115.3K | Q1 2026 |
| Altiora Financial Group, LLC$607M AUM | 0.91% | $6M | 109.3K | Q1 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 1.33% | $6M | 108.8K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.01% | $5M | 103.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 98.5K | Q1 2026 |
| VANCE WEALTH, LLC$346M AUM | 1.40% | $5M | 95.6K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.07% | $5M | 94.2K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.51% | $5M | 91.9K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.15% | $5M | 91.3K | Q1 2026 |
| Factor Wealth Management LTD$661M AUM | 0.87% | $5M | 91.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 89.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 87.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 83.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 82.4K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.94% | $4M | 82.3K | Q1 2026 |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 1.91% | $4M | 82.0K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.53% | $4M | 80.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 76.9K | Q1 2026 |
| Navigoe, LLC$169M AUM | 2.23% | $4M | 74.4K | Q1 2026 |
| Financial Harvest, LLC$170M AUM | 2.22% | $4M | 74.2K | Q1 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 0.87% | $4M | 74.0K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 1.04% | $4M | 72.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 72.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.11% | $4M | 69.3K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.52% | $3M | 68.7K | Q2 2025OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 3.01% | $3M | 68.3K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 3.01% | $3M | 68.3K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.10% | $3M | 65.5K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 1.54% | $3M | 64.4K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.36% | $3M | 62.5K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 1.31% | $3M | 62.2K | Q1 2026 |
| Everest Financial Group LLC$607M AUM | 0.50% | $3M | 60.4K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.23% | $3M | 60.0K | Q1 2026 |
| DRAVO BAY LLC$246M AUM | 1.21% | $3M | 58.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 56.7K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 1.09% | $3M | 50.1K | Q1 2026 |
| Tillman Hartley LLC$398M AUM | 0.63% | $3M | 49.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 48.2K | Q1 2026 |
| ATLas Financial Planning LLC$112M AUM | 2.18% | $2M | 47.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 47.4K | Q1 2026 |
| Aspen Capital Management, LLC$404M AUM | 0.60% | $2M | 47.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 47.0K | Q4 2025OLDER |
| Core Wealth Management, Inc.$326M AUM | 0.73% | $2M | 46.8K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.42% | $2M | 45.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 42.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 40.2K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.18% | $2M | 39.3K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.74% | $2M | 38.9K | Q1 2026 |
| Forza Wealth Management, LLC$287M AUM | 0.67% | $2M | 38.2K | Q1 2026 |
| Broadhurst Jeffrey B$96M AUM | 1.93% | $2M | 36.7K | Q1 2026 |
| Meredith Wealth Planning$369M AUM | 0.50% | $2M | 36.3K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 35.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 35.3K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.69% | $2M | 33.7K | Q2 2025OLDER |
| McCartney Wealth Management LLC$119M AUM | 1.44% | $2M | 33.7K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.93% | $2M | 33.7K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.28% | $2M | 32.6K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.52% | $2M | 30.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 29.8K | Q1 2026 |
| PCA Investment Advisory Services Inc.$300M AUM | 0.50% | $1M | 29.5K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.24% | $1M | 29.0K | Q1 2026 |
| MB Generational Wealth, LLC$181M AUM | 0.80% | $1M | 28.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 28.6K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.49% | $1M | 28.5K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 27.9K | Q1 2026 |
| Family CFO Inc$223M AUM | 0.63% | $1M | 27.8K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.98% | $1M | 26.7K | Q2 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.06% | $1M | 26.5K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 24.9K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 24.6K | Q1 2026 |
| White Wing Wealth Management$192M AUM | 0.74% | $1M | 24.3K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 0.60% | $1M | 22.7K | Q2 2025OLDER |
| SpringVest Wealth Management LLC$146M AUM | 0.77% | $1M | 22.3K | Q1 2026 |
| Porter White Investment Advisors, Inc.$250M AUM | 0.45% | $1M | 22.3K | Q1 2026 |
| PBMares Wealth Management LLC$617M AUM | 0.17% | $1M | 20.7K | Q3 2025OLDER |
| SageOak Financial, LLC$142M AUM | 0.73% | $1M | 20.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 20.0K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.13% | $965,062 | 19.0K | Q1 2026 |
| LJI Wealth Management, LLC$626M AUM | 0.14% | $950,345 | 18.8K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $935,481 | 18.4K | Q1 2026 |
| Guardian Wealth Management, LLC$330M AUM | 0.28% | $916,279 | 18.1K | Q1 2026 |
| Mustard Seed Financial, LLC$167M AUM | 0.55% | $912,273 | 18.0K | Q1 2026 |
| ProCore Advisors, LLC$65M AUM | 1.38% | $897,447 | 17.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $873,000 | 17.2K | Q1 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.73% | $862,019 | 17.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $860,992 | 17.0K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $855,416 | 16.9K | Q2 2025OLDER |
| Verum Partners LLC$527M AUM | 0.16% | $847,549 | 16.7K | Q1 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV$138M AUM | 0.61% | $834,716 | 16.5K | Q1 2026 |
| Mills Wealth Advisors LLC$318M AUM | 0.38% | $823,964 | 16.2K | Q2 2025OLDER |
| Essential Planning, LLC.$315M AUM | 0.23% | $734,822 | 14.5K | Q1 2026 |
| Trailhead Planners LLC$104M AUM | 0.70% | $725,407 | 14.3K | Q1 2026 |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.20% | $709,012 | 14.0K | Q1 2026 |
| WPWealth LLP$654M AUM | 0.11% | $700,102 | 13.8K | Q1 2026 |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.23% | $677,688 | 13.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $598,378 | 11.8K | Q1 2026 |
| Warburton Capital Management, LLC$205M AUM | 0.29% | $598,000 | 11.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $595,460 | 11.7K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $591,463 | 11.7K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $590,670 | 11.6K | Q1 2026 |
| Oceanside Advisors LLC$175M AUM | 0.31% | $549,341 | 10.8K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.04% | $530,194 | 10.4K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $486,765 | 9.6K | Q1 2026 |
| ShankerValleau Wealth Advisors, Inc.$380M AUM | 0.14% | $485,802 | 9.6K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.13% | $473,378 | 9.3K | Q1 2026 |
| Cypress Point Wealth Management, LLC$464M AUM | 0.10% | $461,773 | 9.1K | Q1 2026 |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.30% | $456,441 | 9.0K | Q1 2026 |
| Corus Family Wealth Advisors$123M AUM | 0.37% | $448,812 | 8.9K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $441,024 | 8.7K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $435,540 | 8.6K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $423,775 | 8.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $379,564 | 7.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $376,785 | 7.4K | Q4 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.03% | $376,776 | 7.4K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $375,648 | 7.4K | Q1 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.22% | $364,808 | 7.2K | Q1 2026 |
| Geometric Wealth Advisors$799M AUM | 0.04% | $356,944 | 7.0K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.04% | $355,021 | 7.0K | Q1 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 0.02% | $352,453 | 6.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $342,275 | 6.7K | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.01% | $337,317 | 6.7K | Q1 2026 |
| Eaton-Cambridge Inc.$320M AUM | 0.10% | $329,361 | 6.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $329,311 | 6.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $318,023 | 6.3K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.09% | $315,264 | 6.2K | Q1 2026 |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.08% | $310,497 | 6.1K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $309,291 | 6.1K | Q4 2025OLDER |
| First Financial Group Corp$122M AUM | 0.24% | $299,950 | 5.9K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $292,673 | 5.8K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $264,607 | 5.2K | Q1 2026 |
| LANE BROTHERS & CO INC$137M AUM | 0.19% | $259,939 | 5.1K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.09% | $252,461 | 5.0K | Q1 2026 |
| CPA Asset Management Group, LLC$347M AUM | 0.09% | $249,705 | 4.9K | Q4 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.07% | $245,674 | 4.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $243,470 | 4.8K | Q2 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $241,976 | 4.8K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $238,269 | 4.7K | Q3 2025OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $235,379 | 4.6K | Q2 2025OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.12% | $231,049 | 4.5K | Q3 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $228,702 | 4.5K | Q1 2026 |
| New Capital Management LP$406M AUM | 0.06% | $226,987 | 4.5K | Q3 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $217,496 | 4.3K | Q1 2026 |
| CSP Financial Group, LLC$98M AUM | 0.22% | $213,738 | 4.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $212,982 | 4.2K | Q1 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.05% | $211,738 | 4.2K | Q1 2026 |
| Alpha Financial Advisors, LLC$326M AUM | 0.06% | $210,193 | 4.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $207,182 | 4.1K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $200,067 | 3.9K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.41% | $143,509 | 2.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $138,116 | 2.7K | Q1 2026 |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $121,392 | 2.4K | Q1 2026 |
| GRAND WEALTH MANAGEMENT, LLC$212M AUM | 0.05% | $102,688 | 2.0K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.05% | $92,010 | 1.8K | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.05% | $91,938 | 1.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $65,824 | 1.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $58,109 | 1.1K | Q2 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.01% | $55,325 | 1.1K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $50,710 | 1.0K | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.01% | $42,973 | 847 | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 0.02% | $42,089 | 830 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $36,511 | 719 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $28,398 | 560 | Q1 2026 |
| MilWealth Group LLC$420M AUM | 0.00% | $18,702 | 369 | Q2 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $15,000 | 290 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,678 | 250 | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $10,079 | 199 | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $9,389 | 185 | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $5,933 | 117 | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $5,521 | 109 | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $5,090 | 100 | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $3,398 | 67 | Q1 2026 |
| MARYLAND CAPITAL ADVISORS INC.$312M AUM | 0.00% | $3,394 | 67 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,641 | 52 | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.00% | $2,242 | 44 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,336 | 26 | Q1 2026 |
| RHL GROUP, LLC$117M AUM | 0.00% | $1,225 | 24 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $529 | 10 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $49 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.