Dimensional - US Sustainability Core 1 ETF(DFSU)

$47.42—Stale · unknown old

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Dimensional - US Sustainability Core 1 ETF(DFSU)

NYSE • Last print unknown ago

$47.42—Stale · unknown old

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DFSU(DFSU)

DFSU

Institutional Ownership

Top 320 Institutional Holders

Holder	Shares	Date	Change	% Held
Retirement Solution Inc.	5.48M	Jun 30, 26	+11.91K	11.68%
AWM CAPITAL, LLC	3.51M	Jun 30, 26	+230.94K	7.49%
Quantum Financial Advisors, LLC	2.38M	Jun 30, 26	-22.01K	5.07%
Colony Group, LLC	2.16M	Jun 30, 26	+227.97K	4.61%
MASECO LLP	2.07M	Jun 30, 26	+44.36K	4.41%
Citrine Capital LLC	1.57M	Jun 30, 26	+189.96K	3.35%
Pathstone Holdings, LLC	1.51M	Jun 30, 26	+275.78K	3.22%
Abacus Wealth Partners, LLC	1.30M	Jun 30, 26	+19.05K	2.77%
EP Wealth Advisors, LLC	734.84K	Jun 30, 26	+30.74K	1.57%
Savant Capital, LLC	549.07K	Jun 30, 26	+91.96K	1.17%
Five Oceans Advisors	489.84K	Jun 30, 26	+22.51K	1.04%
Forum Financial Management, LP	471.38K	Jun 30, 26	+21.80K	1.01%
MERCER GLOBAL ADVISORS INC /ADV	460.20K	Jun 30, 26	+77.00K	0.98%
Pure Financial Advisors, LLC	419.67K	Jun 30, 26	+10.44K	0.90%
Buckingham Strategic Partners	416.29K	Jun 30, 26	+11.63K	0.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	415.68K	Jun 30, 26	-14.26K	0.89%
Apella Capital, LLC	409.31K	Jun 30, 26	+13.87K	0.87%
Gibson Capital, LLC	375.76K	Jun 30, 26	--	0.80%
Beacon Pointe Advisors, LLC	341.75K	Jun 30, 26	+4.71K	0.73%
Simplicity Wealth,LLC	319.71K	Jun 30, 26	+22.51K	0.68%
Triune Financial Partners, LLC	281.79K	Jun 30, 26	+81	0.60%
TCI Wealth Advisors, Inc.	275.09K	Jun 30, 26	+4.10K	0.59%
Wealth Architects, LLC	267.68K	Jun 30, 26	+593	0.57%
Resources Investment Advisors, LLC.	267.23K	Jun 30, 26	+38.31K	0.57%
QUARRY HILL ADVISORS, LLC	257.53K	Jun 30, 26	+13.60K	0.55%
New Capital Management LP	247.91K	Jun 30, 26	+422	0.53%
Betterment LLC	246.13K	Jun 30, 26	-15.60K	0.52%
Elser Financial Planning, Inc	242.90K	Jun 30, 26	+16.86K	0.52%
BRIGHTON JONES LLC	233.34K	Jun 30, 26	+28.67K	0.50%
NWAM LLC	210.94K	Jun 30, 26	+1.59K	0.45%
CI Private Wealth, LLC	206.97K	Jun 30, 26	-6.80K	0.44%
SJS Investment Consulting Inc.	194.78K	Jun 30, 26	-15.57K	0.42%
Momentous Wealth Management, Inc.	194.32K	Jun 30, 26	+256	0.41%
Planning Center, Inc.	186.76K	Jun 30, 26	+2.02K	0.40%
LPL Financial LLC	185.05K	Jun 30, 26	+17.33K	0.39%
Cardinal Point Capital Management, ULC	182.56K	Jun 30, 26	-250	0.39%
Wealthspire Advisors, LLC	173.98K	Jun 30, 26	+156.35K	0.37%
Equita Financial Network, Inc.	159.67K	Jun 30, 26	+40.57K	0.34%
Miracle Mile Advisors, LLC	158.95K	Jun 30, 26	+26.41K	0.34%
Clarity Wealth Development LLC	156.22K	Jun 30, 26	+156.22K	0.33%
Sequoia Financial Advisors, LLC	150.20K	Jun 30, 26	-1.20K	0.32%
ZRC WEALTH MANAGEMENT, LLC	143.44K	Jun 30, 26	-677	0.31%
Allodium Investment Consultants, LLC	142.55K	Jun 30, 26	-3.38K	0.30%
RAM Investment Partners, LLC	136.60K	Jun 30, 26	+7.98K	0.29%
Donalies Financial Planning, LLC	132.97K	Jun 30, 26	-2.15K	0.28%
Vise Technologies, Inc.	131.05K	Jun 30, 26	+74.47K	0.28%
Root Financial Partners, LLC	129.70K	Jun 30, 26	+15.59K	0.28%
BROWN ADVISORY INC	129.06K	Jun 30, 26	+6.93K	0.28%
Wealth Management Strategies, Inc.	124.02K	Jun 30, 26	-121	0.26%
Foster Group, Inc.	115.63K	Jun 30, 26	-2.21K	0.25%
Rockbridge Investment Management, LCC	114.37K	Jun 30, 26	-13.63K	0.24%
Aspen Capital Management, LLC	111.53K	Jun 30, 26	-2.74K	0.24%
MB Generational Wealth, LLC	108.61K	Jun 30, 26	+3.65K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	101.25K	Jun 30, 26	+2.44K	0.22%
RAYMOND JAMES FINANCIAL INC	96.53K	Jun 30, 26	+11.09K	0.21%
Northland Capital Management LLC	93.11K	Jun 30, 26	-5.05K	0.20%
Wheels Up Wealth, Inc.	88.74K	Jun 30, 26	+5.03K	0.19%
Perigon Wealth Management, LLC	88.64K	Jun 30, 26	+1.86K	0.19%
Syverson Strege & Co	87.79K	Jun 30, 26	-49	0.19%
Chicago Partners Investment Group LLC	84.64K	Jun 30, 26	+1.38K	0.18%
MISSION WEALTH MANAGEMENT, LP	79.87K	Jun 30, 26	+54.48K	0.17%
BEACON HILL WEALTH MANAGEMENT LTD.	78.48K	Jun 30, 26	+78.48K	0.17%
Asset Dedication, LLC	75.37K	Jun 30, 26	+10.38K	0.16%
Truepoint, Inc.	75.15K	Jun 30, 26	-17.23K	0.16%
Longview Financial Advisors LLC	71.06K	Jun 30, 26	-236	0.15%
Burton Enright Welch	67.50K	Jun 30, 26	-2.78K	0.14%
Level Financial Advisors, Inc.	67.31K	Jun 30, 26	-794	0.14%
ADVISOR GROUP HOLDINGS, INC.	66.61K	Jun 30, 26	+45.11K	0.14%
MLG Wealth Management DBA Pine Grove Financial Group	63.85K	Jun 30, 26	+136	0.14%
Babb Wealth Advisors LLC	63.18K	Jun 30, 26	-488	0.13%
Foundation Wealth Management, LLC\PA	60.57K	Jun 30, 26	+16	0.13%
Addison Advisors LLC	59.03K	Jun 30, 26	-38.59K	0.13%
Sensenig Capital Advisors, Inc	58.85K	Jun 30, 26	-941	0.13%
BetterWealth, LLC	57.69K	Jun 30, 26	+2.50K	0.12%
SeedSafe Financial LLC	57.18K	Jun 30, 26	+771	0.12%
Flagstone Financial Management	55.69K	Jun 30, 26	+1.74K	0.12%
DiNuzzo Private Wealth, Inc.	55.47K	Jun 30, 26	+119	0.12%
United Wealth Management, LLC	53.27K	Jun 30, 26	+1.54K	0.11%
von Borstel & Associates, Inc.	53.08K	Jun 30, 26	+19.66K	0.11%
Modera Wealth Management, LLC	51.54K	Jun 30, 26	+14.33K	0.11%
RW Investment Management LLC	51.31K	Jun 30, 26	+924	0.11%
COMPASS CAPITAL CORP /MA/ /ADV	50.70K	Jun 30, 26	+590	0.11%
Petersen Hastings Wealth Advisors Inc.	49.39K	Jun 30, 26	-15	0.11%
Joel Adams & Associates, Inc.	48.91K	Jun 30, 26	+1.32K	0.10%
ROYAL BANK OF CANADA	48.08K	Jun 30, 26	+23.72K	0.10%
Private Advisor Group, LLC	47.69K	Jun 30, 26	-5.94K	0.10%
Broadhurst Jeffrey B	47.24K	Jun 30, 26	-121.01K	0.10%
VISTA CAPITAL PARTNERS, INC.	46.62K	Jun 30, 26	-2.39K	0.10%
JPMORGAN CHASE & CO	46.14K	Jun 30, 26	+21.91K	0.10%
Strategic Investment Solutions, Inc. /IL	45.90K	Jun 30, 26	-334	0.10%
XY Planning Network, Inc.	45.09K	Jun 30, 26	-2.12K	0.10%
Cerity Partners LLC	45.03K	Jun 30, 26	+45.03K	0.10%
CAHILL FINANCIAL ADVISORS INC	44.91K	Jun 30, 26	+10.59K	0.10%
Wealth Advisors Northwest LLC	44.19K	Jun 30, 26	+3.61K	0.09%
Creative Capital Management Investments LLC	42.79K	Jun 30, 26	+216	0.09%
D.A. DAVIDSON & CO.	42.44K	Jun 30, 26	-4.21K	0.09%
Farther Finance Advisors, LLC	41.77K	Jun 30, 26	-4.21K	0.09%
Cordant, Inc.	41.54K	Jun 30, 26	+9.07K	0.09%
HILL ISLAND FINANCIAL LLC	41.41K	Jun 30, 26	+9.54K	0.09%
Morling Financial Advisors, LLC	40.49K	Jun 30, 26	+1.06K	0.09%
Private Wealth Management Group, LLC	40.48K	Jun 30, 26	+40.48K	0.09%
NewEdge Advisors, LLC	40.05K	Jun 30, 26	-5.97K	0.09%
Trellis Wealth Advisors LLC	38.98K	Jun 30, 26	-51	0.08%
Wolfstich Capital, LLC	38.06K	Jun 30, 26	-261	0.08%
Cambridge Financial Group, LLC	37.74K	Jun 30, 26	+2.79K	0.08%
Sellwood Consulting LLC	36.25K	Jun 30, 26	-4.59K	0.08%
Greenspring Advisors, LLC	36.19K	Jun 30, 26	+1.71K	0.08%
Mason & Associates Inc	36.10K	Jun 30, 26	+2.58K	0.08%
MORRIS FINANCIAL CONCEPTS, INC.	35.14K	Jun 30, 26	+1.63K	0.07%
Mills Wealth Advisors LLC	33.83K	Jun 30, 26	+2.84K	0.07%
Balanced Rock Investment Advisor	33.23K	Jun 30, 26	+2.73K	0.07%
STIFEL FINANCIAL CORP	32.78K	Jun 30, 26	-3.15K	0.07%
Physician Wealth Advisors, Inc.	30.89K	Jun 30, 26	-490	0.07%
EnRich Financial Partners LLC	30.76K	Jun 30, 26	-1.76K	0.07%
FIDUCIARY FINANCIAL GROUP, LLC	30.45K	Jun 30, 26	-324	0.06%
Bridgewater Advisors Inc.	30.16K	Jun 30, 26	+582	0.06%
Henrickson Nauta Wealth Advisors, Inc.	30.00K	Jun 30, 26	+43	0.06%
WPWealth LLP	28.91K	Jun 30, 26	+73	0.06%
MARS JEWETT FINANCIAL GROUP, INC.	28.24K	Jun 30, 26	+28.24K	0.06%
Rehmann Capital Advisory Group	28.02K	Jun 30, 26	+900	0.06%
Financial Plan, Inc.	27.90K	Jun 30, 26	+3.58K	0.06%
Old Peak Finance LLC	27.05K	Jun 30, 26	+4.78K	0.06%
HighTower Advisors, LLC	27.04K	Jun 30, 26	+1.89K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.95K	Jun 30, 26	+19.05K	0.06%
Outbound Financial Inc	26.82K	Jun 30, 26	-379	0.06%
Altiora Financial Group, LLC	26.00K	Jun 30, 26	--	0.06%
Quantinno Capital Management LP	25.49K	Jun 30, 26	-825	0.05%
Meritas Wealth Management, LLC	24.65K	Jun 30, 26	-41	0.05%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	24.51K	Jun 30, 26	+150	0.05%
Eaton-Cambridge Inc.	24.44K	Jun 30, 26	+222	0.05%
Vermillion Wealth Management, Inc.	24.28K	Jun 30, 26	+55	0.05%
Shira Ridge Wealth Management	23.55K	Jun 30, 26	-4.08K	0.05%
Opulen Financial Group LLC	23.09K	Jun 30, 26	+376	0.05%
TFO-TDC, LLC	22.00K	Jun 30, 26	+50	0.05%
AdvisorNet Financial, Inc	21.41K	Jun 30, 26	-8	0.05%
Tanager Wealth Management LLP	21.25K	Jun 30, 26	-1.03K	0.05%
3 FACTOR INDEXING, LLC	21.11K	Jun 30, 26	-5.99K	0.05%
Mariner, LLC	20.72K	Jun 30, 26	-4.18K	0.04%
Investment Advisory Group, LLC	20.05K	Jun 30, 26	--	0.04%
AA Financial Advisors, LLC	19.78K	Jun 30, 26	-290	0.04%
Three Arch Wealth Management LLC	18.96K	Jun 30, 26	+6.94K	0.04%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	18.80K	Jun 30, 26	+3.65K	0.04%
Orion Capital Management LLC	18.64K	Jun 30, 26	+33	0.04%
Envision Financial Planning, LLC	18.48K	Jun 30, 26	-13	0.04%
Clearstead Advisors, LLC	18.46K	Jun 30, 26	-9.92K	0.04%
HICKS CAPITAL MANAGEMENT LLC	18.41K	Jun 30, 26	--	0.04%
Signature Resources Capital Management, LLC	18.31K	Jun 30, 26	+258	0.04%
Squire Investment Management Company, LLC	18.27K	Jun 30, 26	+18.27K	0.04%
E-Wealth Partners, LLC	18.24K	Jun 30, 26	+7.23K	0.04%
Ledgewood Wealth Advisors, LLC	18.15K	Jun 30, 26	+20	0.04%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	17.95K	Jun 30, 26	--	0.04%
GTS SECURITIES LLC	17.74K	Jun 30, 26	-7.37K	0.04%
Tillman Hartley LLC	17.17K	Jun 30, 26	+17.17K	0.04%
Tortoise Investment Management, LLC	17.00K	Jun 30, 26	-220	0.04%
MML INVESTORS SERVICES, LLC	16.98K	Jun 30, 26	-14.77K	0.04%
Ruedi Wealth Management, Inc.	16.82K	Jun 30, 26	-647	0.04%
LAIRD NORTON TRUST COMPANY, LLC	16.15K	Jun 30, 26	+16.15K	0.03%
Montis Financial, LLC	15.79K	Jun 30, 26	--	0.03%
Freedom Financial Partners LLC	15.59K	Jun 30, 26	-2.42K	0.03%
Glassman Wealth Services	15.28K	Jun 30, 26	+1.40K	0.03%
HTG Investment Advisors, Inc.	15.24K	Jun 30, 26	+2.67K	0.03%
Cambridge Investment Research Advisors, Inc.	15.13K	Jun 30, 26	+7.40K	0.03%
Pine Harbor Wealth Management, LLC	14.99K	Jun 30, 26	--	0.03%
ENVESTNET ASSET MANAGEMENT INC	14.62K	Jun 30, 26	-198	0.03%
HUTCHINSON CAPITAL MANAGEMENT/CA	14.57K	Jun 30, 26	--	0.03%
HB Wealth Management, LLC	14.52K	Jun 30, 26	+14.52K	0.03%
NewEdge Wealth, LLC	14.51K	Jun 30, 26	--	0.03%
FAMILY WEALTH PARTNERS, LLC	14.37K	Jun 30, 26	+258	0.03%
FIDUCIARY FINANCIAL ADVISORS	14.30K	Jun 30, 26	-1.16K	0.03%
McGrath & Associates, Inc.	13.79K	Jun 30, 26	+31	0.03%
Rockefeller Capital Management L.P.	13.02K	Jun 30, 26	+12.84K	0.03%
VESTIA PERSONAL WEALTH ADVISORS	12.88K	Jun 30, 26	+1.17K	0.03%
DEFINE FINANCIAL, LLC	12.86K	Jun 30, 26	+27	0.03%
Fundamentum, LLC	12.82K	Jun 30, 26	-292	0.03%
Rockwood Wealth Management, LLC	12.53K	Jun 30, 26	+1.95K	0.03%
FORVIS Wealth Advisors, LLC	11.48K	Jun 30, 26	--	0.02%
SNS Financial Group, LLC	11.39K	Jun 30, 26	+4.13K	0.02%
GRAND WEALTH MANAGEMENT, LLC	11.17K	Jun 30, 26	+4.03K	0.02%
Warburton Capital Management, LLC	11.12K	Jun 30, 26	+26	0.02%
Kestra Advisory Services, LLC	10.97K	Jun 30, 26	--	0.02%
Passive Capital Management, LLC.	10.80K	Jun 30, 26	--	0.02%
Heck Capital Advisors, LLC	10.54K	Jun 30, 26	-1.33K	0.02%
Ballast Rock Private Wealth LLC	10.24K	Jun 30, 26	--	0.02%
True Wealth Design, LLC	10.18K	Jun 30, 26	-169	0.02%
Colorado Capital Management, Inc.	9.93K	Jun 30, 26	-735	0.02%
Silver Oak Advisory Group, Inc.	9.64K	Jun 30, 26	-6.47K	0.02%
Shore Point Advisors, LLC	9.51K	Jun 30, 26	-153	0.02%
GARRISON POINT ADVISORS, LLC	9.36K	Jun 30, 26	+9.36K	0.02%
Austin Wealth Management, LLC	9.31K	Jun 30, 26	+193	0.02%
Trailhead Planners LLC	9.29K	Jun 30, 26	+91	0.02%
Towneley Capital Management, Inc / DE	8.85K	Jun 30, 26	-24	0.02%
Geometric Wealth Advisors	8.79K	Jun 30, 26	+183	0.02%
Wealthcare Advisory Partners LLC	8.70K	Jun 30, 26	+19	0.02%
Keystone Financial Group, Inc.	8.56K	Jun 30, 26	+20	0.02%
ACORN CREEK CAPITAL LLC	8.31K	Jun 30, 26	+410	0.02%
Prime Capital Investment Advisors, LLC	8.02K	Jun 30, 26	-10	0.02%
Foundry Financial LLC	7.97K	Jun 30, 26	--	0.02%
Coston, McIsaac & Partners	7.96K	Jun 30, 26	+7	0.02%
Atomi Financial Group, Inc.	7.93K	Jun 30, 26	+7.93K	0.02%
Morton Capital Management LLC/CA	7.92K	Jun 30, 26	+2	0.02%
Private Advisory Group LLC	7.88K	Jun 30, 26	--	0.02%
Eqis Capital Management, Inc.	7.83K	Jun 30, 26	+14	0.02%
ROBINSON SMITH WEALTH ADVISORS LLC	7.63K	Jun 30, 26	+1.05K	0.02%
Astra Wealth Partners LLC	7.55K	Jun 30, 26	--	0.02%
McGlone Suttner Wealth Management, Inc.	7.31K	Jun 30, 26	--	0.02%
Glass Jacobson Investment Advisors llc	7.31K	Jun 30, 26	+60	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7.29K	Jun 30, 26	-11	0.02%
marrick wealth, LLC	7.25K	Jun 30, 26	-3	0.02%
Laurel Wealth Planning LLC	7.25K	Jun 30, 26	--	0.02%
BKA Wealth Consulting, Inc.	7.23K	Jun 30, 26	--	0.02%
Quadcap Wealth Management, LLC	7.15K	Jun 30, 26	--	0.02%
Monument Group Wealth Advisors, LLC	7.10K	Jun 30, 26	-32.02K	0.02%
MBE Wealth Management, LLC	7.06K	Jun 30, 26	+41	0.02%
Cetera Investment Advisers	6.91K	Jun 30, 26	+6.91K	0.01%
Austin Asset Management Co Inc	6.79K	Jun 30, 26	--	0.01%
Belpointe Asset Management LLC	6.76K	Jun 30, 26	+17	0.01%
FMB WEALTH MANAGEMENT	6.71K	Jun 30, 26	--	0.01%
VERUS WEALTH MANAGEMENT, LLC	6.60K	Jun 30, 26	--	0.01%
Vickerman Investment Advisors, Inc.	6.45K	Jun 30, 26	--	0.01%
Concord Wealth Partners	6.35K	Jun 30, 26	+15	0.01%
SUTTON PLACE INVESTORS LLC	6.20K	Jun 30, 26	-89	0.01%
PW ADVISORS, LLC \ FL	6.01K	Jun 30, 26	+541	0.01%
BWM Planning, LLC	5.99K	Jun 30, 26	+53	0.01%
Sanchez Levi Garrett	5.94K	Jun 30, 26	+385	0.01%
Physician Wealth Solutions Inc.	5.80K	Jun 30, 26	--	0.01%
Integrity Wealth Solutions LLC	5.67K	Jun 30, 26	+99	0.01%
Trademark Financial Management, LLC	5.60K	Jun 30, 26	--	0.01%
Kilner Capital Advisors, LLC	5.58K	Jun 30, 26	--	0.01%
Washington Trust Advisors, Inc.	5.52K	Jun 30, 26	+13	0.01%
CURIO WEALTH, LLC	5.39K	Jun 30, 26	+12	0.01%
AQR CAPITAL MANAGEMENT LLC	5.22K	Jun 30, 26	+5.22K	0.01%
BIP Wealth, LLC	5.01K	Jun 30, 26	+5.01K	0.01%
Clarity Asset Management, Inc.	4.91K	Jun 30, 26	-135	0.01%
CITADEL ADVISORS LLC	4.88K	Jun 30, 26	+4.88K	0.01%
Sterling Wealth Management, Inc.	4.87K	Jun 30, 26	+4.87K	0.01%
Gemmer Asset Management LLC	4.80K	Jun 30, 26	-1.11K	0.01%
SageOak Financial, LLC	4.79K	Jun 30, 26	+4.79K	0.01%
Bedel Financial Consulting, Inc.	4.77K	Jun 30, 26	+4.77K	0.01%
DIXON FNANCIAL SERVICES, INC.	4.74K	Jun 30, 26	+4.74K	0.01%
Kane Co Wealth Management, Inc.	4.70K	Jun 30, 26	+4.70K	0.01%
Oak Wealth Advisors LLC	4.56K	Jun 30, 26	+4.56K	0.01%
JFS WEALTH ADVISORS, LLC	4.50K	Jun 30, 26	-18	0.01%
One Degree Advisors Inc	4.42K	Jun 30, 26	+4.42K	0.01%
PENOBSCOT WEALTH MANAGEMENT	4.38K	Jun 30, 26	+4.38K	0.01%
Mission Financial Group, LLC	4.37K	Jun 30, 26	+4.37K	0.01%
High Probability Advisors, LLC	4.33K	Jun 30, 26	+4.33K	0.01%
BANK OF MONTREAL /CAN/	4.17K	Jun 30, 26	-85	0.01%
American Capital Advisory, LLC	3.66K	Jun 30, 26	--	0.01%
LRI Investments, LLC	3.51K	Jun 30, 26	--	0.01%
LifeSteps Financial, Inc.	3.41K	Jun 30, 26	+3.41K	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.35K	Jun 30, 26	+3.35K	0.01%
BELLEVUE ASSET MANAGEMENT, LLC	3.32K	Jun 30, 26	+7	0.01%
Clean Yield Group	3.03K	Jun 30, 26	+3.03K	0.01%
Allworth Financial LP	3.02K	Jun 30, 26	+7	0.01%
MORGAN STANLEY	2.90K	Jun 30, 26	-2.20K	0.01%
RAFFA WEALTH MANAGEMENT, LLC	2.82K	Jun 30, 26	+639	0.01%
Burk Holdings LLC	2.57K	Jun 30, 26	+144	0.01%
IFP Advisors, Inc	2.31K	Jun 30, 26	+1	0.00%
CARDIFF PARK ADVISORS, LLC	2.13K	Jun 30, 26	+504	0.00%
Timmons Wealth Management, LLC	2.09K	Jun 30, 26	-956	0.00%
Global Retirement Partners, LLC	1.87K	Jun 30, 26	+1.87K	0.00%
Medallion Wealth Advisors, LLC	1.76K	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	1.73K	Jun 30, 26	+971	0.00%
C M BIDWELL & ASSOCIATES LTD	1.50K	Jun 30, 26	--	0.00%
PINNEY & SCOFIELD, INC.	1.30K	Jun 30, 26	+2	0.00%
Rialto Wealth Management, LLC	1.08K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	999	Jun 30, 26	-4	0.00%
Nalls Sherbakoff Group, LLC	925	Jun 30, 26	--	0.00%
Seneschal Advisors, LLC	740	Jun 30, 26	+740	0.00%
Qube Research & Technologies Ltd	632	Jun 30, 26	-236	0.00%
UBS Group AG	538	Jun 30, 26	+538	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	388	Jun 30, 26	--	0.00%
ELEVATE WEALTH ADVISORY, INC	337	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	300	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	298	Jun 30, 26	--	0.00%
Pillar Financial Advisors, LLC	204	Jun 30, 26	--	0.00%
Quent Capital, LLC	5	Jun 30, 26	--	0.00%
Wright Fund Management, LLC	--	Jun 30, 26	-14.11K	--
CONSILIO WEALTH ADVISORS, LLC	--	Jun 30, 26	-23.72K	--
Avise Financial Cooperative, Inc.	--	Jun 30, 26	-9.00K	--
Golden State Equity Partners	--	Jun 30, 26	-11.45K	--
BANK OF AMERICA CORP /DE/	--	Jun 30, 26	-19.06K	--
Alpha Financial Advisors, LLC	--	Jun 30, 26	-9.35K	--
MAI Capital Management	--	Jun 30, 26	-138	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-49.29K	--
Caprock Group, LLC	--	Jun 30, 26	-36.88K	--
Premier Financial Group	67.12K	Mar 31, 26	+1.28K	0.14%
Financial Connections Group, Inc.	46.36K	Mar 31, 26	+1.20K	0.10%
North Ridge Wealth Advisors, Inc.	42.29K	Mar 31, 26	+1.72K	0.09%
Opes Wealth Management LLC	18.25K	Mar 31, 26	+300	0.04%
EXENCIAL WEALTH ADVISORS, LLC	10.82K	Mar 31, 26	+3.60K	0.02%
Red Tortoise LLC	4.76K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	350	Mar 31, 26	--	0.00%
LongView Asset Management LLC	708.05K	Dec 31, 25	-31.12K	1.51%
Heritage Financial Services, LLC	364.07K	Dec 31, 25	+26.06K	0.78%
Clarius Group, LLC	11.72K	Dec 31, 25	+3	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-704	--
Willow Creek Wealth Management Inc.	326.93K	Sep 30, 25	+8.15K	0.70%
Wealthstream Advisors, Inc.	6.41K	Sep 30, 25	+6.41K	0.01%
PBMares Wealth Management LLC	6.27K	Sep 30, 25	+535	0.01%
Waypoint Wealth Partners Inc.	191.47K	Jun 30, 25	+64.62K	0.41%
Blue Oak Capital, LLC	149.23K	Jun 30, 25	-63.14K	0.32%
Martin Worley Group	74.75K	Jun 30, 25	-3.37K	0.16%
Jentner Corp	52.23K	Jun 30, 25	+2.85K	0.11%
Parkworth Wealth Management, Inc.	3.25K	Jun 30, 25	+1.06K	0.01%
Vista Wealth Management Group, LLC	563.19K	Mar 31, 25	-12.60K	1.20%
Michael A. Dubis Financial Planning, LLC	7.25K	Mar 31, 25	--	0.02%
Merriman Wealth Management, LLC	988.59K	Dec 31, 24	-29.35K	2.11%
Carlson Capital Management	75.41K	Dec 31, 24	+16.03K	0.16%
CRITERION CAPITAL ADVISORS, LLC	3.52K	Dec 31, 24	--	0.01%
LifePro Asset Management	86.81K	Sep 30, 24	+34.08K	0.19%
Advisory Services & Investments, LLC	60.10K	Sep 30, 24	+8	0.13%
BUCKINGHAM STRATEGIC WEALTH, LLC	197.44K	Jun 30, 24	+23.66K	0.42%
WALDEN WEALTH PARTNERS LLC	30.62K	Jun 30, 24	--	0.07%
FirstPurpose Wealth LLC	20.68K	Mar 31, 24	+9.06K	0.04%
Grey Street Capital, LLC	10.00K	Mar 31, 24	+10.00K	0.02%
PATHSTONE FAMILY OFFICE, LLC	214.87K	Sep 30, 23	+27.18K	0.46%
Relaxing Retirement Coach	13.71K	Jun 30, 23	-296	0.03%
Brainard Capital Management LLC	73.80K	Mar 31, 23	+59	0.16%
Baldrige Asset Management LLC	21.24K	Mar 31, 23	+5.38K	0.05%

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Holder

Date

Change

% Held

Retirement Solution Inc.

5.48M

Jun 30, 26

+11.91K

11.68%

AWM CAPITAL, LLC

3.51M

Jun 30, 26

+230.94K

7.49%

Quantum Financial Advisors, LLC

2.38M

Jun 30, 26

-22.01K

5.07%

Colony Group, LLC

2.16M

Jun 30, 26

+227.97K

4.61%

MASECO LLP

2.07M

Jun 30, 26

+44.36K

4.41%

Citrine Capital LLC

1.57M

Jun 30, 26

+189.96K

3.35%

Pathstone Holdings, LLC

1.51M

Jun 30, 26

+275.78K

3.22%

Abacus Wealth Partners, LLC

1.30M

Jun 30, 26

+19.05K

2.77%

EP Wealth Advisors, LLC

734.84K

Jun 30, 26

+30.74K

1.57%

Savant Capital, LLC

549.07K

Jun 30, 26

+91.96K

1.17%

Five Oceans Advisors

489.84K

Jun 30, 26

+22.51K

1.04%

Forum Financial Management, LP

471.38K

Jun 30, 26

+21.80K

1.01%

MERCER GLOBAL ADVISORS INC /ADV

460.20K

Jun 30, 26

+77.00K

0.98%

Pure Financial Advisors, LLC

419.67K

Jun 30, 26

+10.44K

0.90%

Buckingham Strategic Partners

416.29K

Jun 30, 26

+11.63K

0.89%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

415.68K

Jun 30, 26

-14.26K

0.89%

Apella Capital, LLC

409.31K

Jun 30, 26

+13.87K

0.87%

Gibson Capital, LLC

375.76K

Jun 30, 26

0.80%

Beacon Pointe Advisors, LLC

341.75K

Jun 30, 26

+4.71K

0.73%

Simplicity Wealth,LLC

319.71K

Jun 30, 26

+22.51K

0.68%

Triune Financial Partners, LLC

281.79K

Jun 30, 26

+81

0.60%

TCI Wealth Advisors, Inc.

275.09K

Jun 30, 26

+4.10K

0.59%

Wealth Architects, LLC

267.68K

Jun 30, 26

+593

0.57%

Resources Investment Advisors, LLC.

267.23K

Jun 30, 26

+38.31K

0.57%

QUARRY HILL ADVISORS, LLC

257.53K

Jun 30, 26

+13.60K

0.55%

New Capital Management LP

247.91K

Jun 30, 26

+422

0.53%

Betterment LLC

246.13K

Jun 30, 26

-15.60K

0.52%

Elser Financial Planning, Inc

242.90K

Jun 30, 26

+16.86K

0.52%

BRIGHTON JONES LLC

233.34K

Jun 30, 26

+28.67K

0.50%

NWAM LLC

210.94K

Jun 30, 26

+1.59K

0.45%

CI Private Wealth, LLC

206.97K

Jun 30, 26

-6.80K

0.44%

SJS Investment Consulting Inc.

194.78K

Jun 30, 26

-15.57K

0.42%

Momentous Wealth Management, Inc.

194.32K

Jun 30, 26

+256

0.41%

Planning Center, Inc.

186.76K

Jun 30, 26

+2.02K

0.40%

LPL Financial LLC

185.05K

Jun 30, 26

+17.33K

0.39%

Cardinal Point Capital Management, ULC

182.56K

Jun 30, 26

-250

0.39%

Wealthspire Advisors, LLC

173.98K

Jun 30, 26

+156.35K

0.37%

Equita Financial Network, Inc.

159.67K

Jun 30, 26

+40.57K

0.34%

Miracle Mile Advisors, LLC

158.95K

Jun 30, 26

+26.41K

0.34%

Clarity Wealth Development LLC

156.22K

Jun 30, 26

+156.22K

0.33%

Sequoia Financial Advisors, LLC

150.20K

Jun 30, 26

-1.20K

0.32%

ZRC WEALTH MANAGEMENT, LLC

143.44K

Jun 30, 26

-677

0.31%

Allodium Investment Consultants, LLC

142.55K

Jun 30, 26

-3.38K

0.30%

RAM Investment Partners, LLC

136.60K

Jun 30, 26

+7.98K

0.29%

Donalies Financial Planning, LLC

132.97K

Jun 30, 26

-2.15K

0.28%

Vise Technologies, Inc.

131.05K

Jun 30, 26

+74.47K

0.28%

Root Financial Partners, LLC

129.70K

Jun 30, 26

+15.59K

0.28%

BROWN ADVISORY INC

129.06K

Jun 30, 26

+6.93K

0.28%

Wealth Management Strategies, Inc.

124.02K

Jun 30, 26

-121

0.26%

Foster Group, Inc.

115.63K

Jun 30, 26

-2.21K

0.25%

Rockbridge Investment Management, LCC

114.37K

Jun 30, 26

-13.63K

0.24%

Aspen Capital Management, LLC

111.53K

Jun 30, 26

-2.74K

0.24%

MB Generational Wealth, LLC

108.61K

Jun 30, 26

+3.65K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

101.25K

Jun 30, 26

+2.44K

0.22%

RAYMOND JAMES FINANCIAL INC

96.53K

Jun 30, 26

+11.09K

0.21%

Northland Capital Management LLC

93.11K

Jun 30, 26

-5.05K

0.20%

Wheels Up Wealth, Inc.

88.74K

Jun 30, 26

+5.03K

0.19%

Perigon Wealth Management, LLC

88.64K

Jun 30, 26

+1.86K

0.19%

Syverson Strege & Co

87.79K

Jun 30, 26

-49

0.19%

Chicago Partners Investment Group LLC

84.64K

Jun 30, 26

+1.38K

0.18%

MISSION WEALTH MANAGEMENT, LP

79.87K

Jun 30, 26

+54.48K

0.17%

BEACON HILL WEALTH MANAGEMENT LTD.

78.48K

Jun 30, 26

+78.48K

0.17%

Asset Dedication, LLC

75.37K

Jun 30, 26

+10.38K

0.16%

Truepoint, Inc.

75.15K

Jun 30, 26

-17.23K

0.16%

Longview Financial Advisors LLC

71.06K

Jun 30, 26

-236

0.15%

Burton Enright Welch

67.50K

Jun 30, 26

-2.78K

0.14%

Level Financial Advisors, Inc.

67.31K

Jun 30, 26

-794

0.14%

ADVISOR GROUP HOLDINGS, INC.

66.61K

Jun 30, 26

+45.11K

0.14%

MLG Wealth Management DBA Pine Grove Financial Group

63.85K

Jun 30, 26

+136

0.14%

Babb Wealth Advisors LLC

63.18K

Jun 30, 26

-488

0.13%

Foundation Wealth Management, LLC\PA

60.57K

Jun 30, 26

+16

0.13%

Addison Advisors LLC

59.03K

Jun 30, 26

-38.59K

0.13%

Sensenig Capital Advisors, Inc

58.85K

Jun 30, 26

-941

0.13%

BetterWealth, LLC

57.69K

Jun 30, 26

+2.50K

0.12%

SeedSafe Financial LLC

57.18K

Jun 30, 26

+771

0.12%

Flagstone Financial Management

55.69K

Jun 30, 26

+1.74K

0.12%

DiNuzzo Private Wealth, Inc.

55.47K

Jun 30, 26

+119

0.12%

United Wealth Management, LLC

53.27K

Jun 30, 26

+1.54K

0.11%

von Borstel & Associates, Inc.

53.08K

Jun 30, 26

+19.66K

0.11%

Modera Wealth Management, LLC

51.54K

Jun 30, 26

+14.33K

0.11%

RW Investment Management LLC

51.31K

Jun 30, 26

+924

0.11%

COMPASS CAPITAL CORP /MA/ /ADV

50.70K

Jun 30, 26

+590

0.11%

Petersen Hastings Wealth Advisors Inc.

49.39K

Jun 30, 26

-15

0.11%

Joel Adams & Associates, Inc.

48.91K

Jun 30, 26

+1.32K

0.10%

ROYAL BANK OF CANADA

48.08K

Jun 30, 26

+23.72K

0.10%

Private Advisor Group, LLC

47.69K

Jun 30, 26

-5.94K

0.10%

Broadhurst Jeffrey B

47.24K

Jun 30, 26

-121.01K

0.10%

VISTA CAPITAL PARTNERS, INC.

46.62K

Jun 30, 26

-2.39K

0.10%

JPMORGAN CHASE & CO

46.14K

Jun 30, 26

+21.91K

0.10%

Strategic Investment Solutions, Inc. /IL

45.90K

Jun 30, 26

-334

0.10%

XY Planning Network, Inc.

45.09K

Jun 30, 26

-2.12K

0.10%

Cerity Partners LLC

45.03K

Jun 30, 26

+45.03K

0.10%

CAHILL FINANCIAL ADVISORS INC

44.91K

Jun 30, 26

+10.59K

0.10%

Wealth Advisors Northwest LLC

44.19K

Jun 30, 26

+3.61K

0.09%

Creative Capital Management Investments LLC

42.79K

Jun 30, 26

+216

0.09%

D.A. DAVIDSON & CO.

42.44K

Jun 30, 26

-4.21K

0.09%

Farther Finance Advisors, LLC

41.77K

Jun 30, 26

-4.21K

0.09%

Cordant, Inc.

41.54K

Jun 30, 26

+9.07K

0.09%

HILL ISLAND FINANCIAL LLC

41.41K

Jun 30, 26

+9.54K

0.09%

Morling Financial Advisors, LLC

40.49K

Jun 30, 26

+1.06K

0.09%

Private Wealth Management Group, LLC

40.48K

Jun 30, 26

+40.48K

0.09%

NewEdge Advisors, LLC

40.05K

Jun 30, 26

-5.97K

0.09%

Trellis Wealth Advisors LLC

38.98K

Jun 30, 26

-51

0.08%

Wolfstich Capital, LLC

38.06K

Jun 30, 26

-261

0.08%

Cambridge Financial Group, LLC

37.74K

Jun 30, 26

+2.79K

0.08%

Sellwood Consulting LLC

36.25K

Jun 30, 26

-4.59K

0.08%

Greenspring Advisors, LLC

36.19K

Jun 30, 26

+1.71K

0.08%

Mason & Associates Inc

36.10K

Jun 30, 26

+2.58K

0.08%

MORRIS FINANCIAL CONCEPTS, INC.

35.14K

Jun 30, 26

+1.63K

0.07%

Mills Wealth Advisors LLC

33.83K

Jun 30, 26

+2.84K

0.07%

Balanced Rock Investment Advisor

33.23K

Jun 30, 26

+2.73K

0.07%

STIFEL FINANCIAL CORP

32.78K

Jun 30, 26

-3.15K

0.07%

Physician Wealth Advisors, Inc.

30.89K

Jun 30, 26

-490

0.07%

EnRich Financial Partners LLC

30.76K

Jun 30, 26

-1.76K

0.07%

FIDUCIARY FINANCIAL GROUP, LLC

30.45K

Jun 30, 26

-324

0.06%

Bridgewater Advisors Inc.

30.16K

Jun 30, 26

+582

0.06%

Henrickson Nauta Wealth Advisors, Inc.

30.00K

Jun 30, 26

+43

0.06%

WPWealth LLP

28.91K

Jun 30, 26

+73

0.06%

MARS JEWETT FINANCIAL GROUP, INC.

28.24K

Jun 30, 26

+28.24K

0.06%

Rehmann Capital Advisory Group

28.02K

Jun 30, 26

+900

0.06%

Financial Plan, Inc.

27.90K

Jun 30, 26

+3.58K

0.06%

Old Peak Finance LLC

27.05K

Jun 30, 26

+4.78K

0.06%

HighTower Advisors, LLC

27.04K

Jun 30, 26

+1.89K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.95K

Jun 30, 26

+19.05K

0.06%

Outbound Financial Inc

26.82K

Jun 30, 26

-379

0.06%

Altiora Financial Group, LLC

26.00K

Jun 30, 26

0.06%

Quantinno Capital Management LP

25.49K

Jun 30, 26

-825

0.05%

Meritas Wealth Management, LLC

24.65K

Jun 30, 26

-41

0.05%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

24.51K

Jun 30, 26

+150

0.05%

Eaton-Cambridge Inc.

24.44K

Jun 30, 26

+222

0.05%

Vermillion Wealth Management, Inc.

24.28K

Jun 30, 26

+55

0.05%

Shira Ridge Wealth Management

23.55K

Jun 30, 26

-4.08K

0.05%

Opulen Financial Group LLC

23.09K

Jun 30, 26

+376

0.05%

TFO-TDC, LLC

22.00K

Jun 30, 26

+50

0.05%

AdvisorNet Financial, Inc

21.41K

Jun 30, 26

-8

0.05%

Tanager Wealth Management LLP

21.25K

Jun 30, 26

-1.03K

0.05%

3 FACTOR INDEXING, LLC

21.11K

Jun 30, 26

-5.99K

0.05%

Mariner, LLC

20.72K

Jun 30, 26

-4.18K

0.04%

Investment Advisory Group, LLC

20.05K

Jun 30, 26

0.04%

AA Financial Advisors, LLC

19.78K

Jun 30, 26

-290

0.04%

Three Arch Wealth Management LLC

18.96K

Jun 30, 26

+6.94K

0.04%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

18.80K

Jun 30, 26

+3.65K

0.04%

Orion Capital Management LLC

18.64K

Jun 30, 26

+33

0.04%

Envision Financial Planning, LLC

18.48K

Jun 30, 26

-13

0.04%

Clearstead Advisors, LLC

18.46K

Jun 30, 26

-9.92K

0.04%

HICKS CAPITAL MANAGEMENT LLC

18.41K

Jun 30, 26

0.04%

Signature Resources Capital Management, LLC

18.31K

Jun 30, 26

+258

0.04%

Squire Investment Management Company, LLC

18.27K

Jun 30, 26

+18.27K

0.04%

E-Wealth Partners, LLC

18.24K

Jun 30, 26

+7.23K

0.04%

Ledgewood Wealth Advisors, LLC

18.15K

Jun 30, 26

+20

0.04%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

17.95K

Jun 30, 26

0.04%

GTS SECURITIES LLC

17.74K

Jun 30, 26

-7.37K

0.04%

Tillman Hartley LLC

17.17K

Jun 30, 26

+17.17K

0.04%

Tortoise Investment Management, LLC

17.00K

Jun 30, 26

-220

0.04%

MML INVESTORS SERVICES, LLC

16.98K

Jun 30, 26

-14.77K

0.04%

Ruedi Wealth Management, Inc.

16.82K

Jun 30, 26

-647

0.04%

LAIRD NORTON TRUST COMPANY, LLC

16.15K

Jun 30, 26

+16.15K

0.03%

Montis Financial, LLC

15.79K

Jun 30, 26

0.03%

Freedom Financial Partners LLC

15.59K

Jun 30, 26

-2.42K

0.03%

Glassman Wealth Services

15.28K

Jun 30, 26

+1.40K

0.03%

HTG Investment Advisors, Inc.

15.24K

Jun 30, 26

+2.67K

0.03%

Cambridge Investment Research Advisors, Inc.

15.13K

Jun 30, 26

+7.40K

0.03%

Pine Harbor Wealth Management, LLC

14.99K

Jun 30, 26

0.03%

ENVESTNET ASSET MANAGEMENT INC

14.62K

Jun 30, 26

-198

0.03%

HUTCHINSON CAPITAL MANAGEMENT/CA

14.57K

Jun 30, 26

0.03%

HB Wealth Management, LLC

14.52K

Jun 30, 26

+14.52K

0.03%

NewEdge Wealth, LLC

14.51K

Jun 30, 26

0.03%

FAMILY WEALTH PARTNERS, LLC

14.37K

Jun 30, 26

+258

0.03%

FIDUCIARY FINANCIAL ADVISORS

14.30K

Jun 30, 26

-1.16K

0.03%

McGrath & Associates, Inc.

13.79K

Jun 30, 26

+31

0.03%

Rockefeller Capital Management L.P.

13.02K

Jun 30, 26

+12.84K

0.03%

VESTIA PERSONAL WEALTH ADVISORS

12.88K

Jun 30, 26

+1.17K

0.03%

DEFINE FINANCIAL, LLC

12.86K

Jun 30, 26

+27

0.03%

Fundamentum, LLC

12.82K

Jun 30, 26

-292

0.03%

Rockwood Wealth Management, LLC

12.53K

Jun 30, 26

+1.95K

0.03%

FORVIS Wealth Advisors, LLC

11.48K

Jun 30, 26

0.02%

SNS Financial Group, LLC

11.39K

Jun 30, 26

+4.13K

0.02%

GRAND WEALTH MANAGEMENT, LLC

11.17K

Jun 30, 26

+4.03K

0.02%

Warburton Capital Management, LLC

11.12K

Jun 30, 26

+26

0.02%

Kestra Advisory Services, LLC

10.97K

Jun 30, 26

0.02%

Passive Capital Management, LLC.

10.80K

Jun 30, 26

0.02%

Heck Capital Advisors, LLC

10.54K

Jun 30, 26

-1.33K

0.02%

Ballast Rock Private Wealth LLC

10.24K

Jun 30, 26

0.02%

True Wealth Design, LLC

10.18K

Jun 30, 26

-169

0.02%

Colorado Capital Management, Inc.

9.93K

Jun 30, 26

-735

0.02%

Silver Oak Advisory Group, Inc.

9.64K

Jun 30, 26

-6.47K

0.02%

Shore Point Advisors, LLC

9.51K

Jun 30, 26

-153

0.02%

GARRISON POINT ADVISORS, LLC

9.36K

Jun 30, 26

+9.36K

0.02%

Austin Wealth Management, LLC

9.31K

Jun 30, 26

+193

0.02%

Trailhead Planners LLC

9.29K

Jun 30, 26

+91

0.02%

Towneley Capital Management, Inc / DE

8.85K

Jun 30, 26

-24

0.02%

Geometric Wealth Advisors

8.79K

Jun 30, 26

+183

0.02%

Wealthcare Advisory Partners LLC

8.70K

Jun 30, 26

+19

0.02%

Keystone Financial Group, Inc.

8.56K

Jun 30, 26

+20

0.02%

ACORN CREEK CAPITAL LLC

8.31K

Jun 30, 26

+410

0.02%

Prime Capital Investment Advisors, LLC

8.02K

Jun 30, 26

-10

0.02%

Foundry Financial LLC

7.97K

Jun 30, 26

0.02%

Coston, McIsaac & Partners

7.96K

Jun 30, 26

0.02%

Atomi Financial Group, Inc.

7.93K

Jun 30, 26

+7.93K

0.02%

Morton Capital Management LLC/CA

7.92K

Jun 30, 26

0.02%

Private Advisory Group LLC

7.88K

Jun 30, 26

0.02%

Eqis Capital Management, Inc.

7.83K

Jun 30, 26

+14

0.02%

ROBINSON SMITH WEALTH ADVISORS LLC

7.63K

Jun 30, 26

+1.05K

0.02%

Astra Wealth Partners LLC

7.55K

Jun 30, 26

0.02%

McGlone Suttner Wealth Management, Inc.

7.31K

Jun 30, 26

0.02%

Glass Jacobson Investment Advisors llc

7.31K

Jun 30, 26

+60

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

7.29K

Jun 30, 26

-11

0.02%

marrick wealth, LLC

7.25K

Jun 30, 26

-3

0.02%

Laurel Wealth Planning LLC

7.25K

Jun 30, 26

0.02%

BKA Wealth Consulting, Inc.

7.23K

Jun 30, 26

0.02%

Quadcap Wealth Management, LLC

7.15K

Jun 30, 26

0.02%

Monument Group Wealth Advisors, LLC

7.10K

Jun 30, 26

-32.02K

0.02%

MBE Wealth Management, LLC

7.06K

Jun 30, 26

+41

0.02%

Cetera Investment Advisers

6.91K

Jun 30, 26

+6.91K

0.01%

Austin Asset Management Co Inc

6.79K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

6.76K

Jun 30, 26

+17

0.01%

FMB WEALTH MANAGEMENT

6.71K

Jun 30, 26

0.01%

VERUS WEALTH MANAGEMENT, LLC

6.60K

Jun 30, 26

0.01%

Vickerman Investment Advisors, Inc.

6.45K

Jun 30, 26

0.01%

Concord Wealth Partners

6.35K

Jun 30, 26

+15

0.01%

SUTTON PLACE INVESTORS LLC

6.20K

Jun 30, 26

-89

0.01%

PW ADVISORS, LLC \ FL

6.01K

Jun 30, 26

+541

0.01%

BWM Planning, LLC

5.99K

Jun 30, 26

+53

0.01%

Sanchez Levi Garrett

5.94K

Jun 30, 26

+385

0.01%

Physician Wealth Solutions Inc.

5.80K

Jun 30, 26

0.01%

Integrity Wealth Solutions LLC

5.67K

Jun 30, 26

+99

0.01%

Trademark Financial Management, LLC

5.60K

Jun 30, 26

0.01%

Kilner Capital Advisors, LLC

5.58K

Jun 30, 26

0.01%

Washington Trust Advisors, Inc.

5.52K

Jun 30, 26

+13

0.01%

CURIO WEALTH, LLC

5.39K

Jun 30, 26

+12

0.01%

AQR CAPITAL MANAGEMENT LLC

5.22K

Jun 30, 26

+5.22K

0.01%

BIP Wealth, LLC

5.01K

Jun 30, 26

+5.01K

0.01%

Clarity Asset Management, Inc.

4.91K

Jun 30, 26

-135

0.01%

CITADEL ADVISORS LLC

4.88K

Jun 30, 26

+4.88K

0.01%

Sterling Wealth Management, Inc.

4.87K

Jun 30, 26

+4.87K

0.01%

Gemmer Asset Management LLC

4.80K

Jun 30, 26

-1.11K

0.01%

SageOak Financial, LLC

4.79K

Jun 30, 26

+4.79K

0.01%

Bedel Financial Consulting, Inc.

4.77K

Jun 30, 26

+4.77K

0.01%

DIXON FNANCIAL SERVICES, INC.

4.74K

Jun 30, 26

+4.74K

0.01%

Kane Co Wealth Management, Inc.

4.70K

Jun 30, 26

+4.70K

0.01%

Oak Wealth Advisors LLC

4.56K

Jun 30, 26

+4.56K

0.01%

JFS WEALTH ADVISORS, LLC

4.50K

Jun 30, 26

-18

0.01%

One Degree Advisors Inc

4.42K

Jun 30, 26

+4.42K

0.01%

PENOBSCOT WEALTH MANAGEMENT

4.38K

Jun 30, 26

+4.38K

0.01%

Mission Financial Group, LLC

4.37K

Jun 30, 26

+4.37K

0.01%

High Probability Advisors, LLC

4.33K

Jun 30, 26

+4.33K

0.01%

BANK OF MONTREAL /CAN/

4.17K

Jun 30, 26

-85

0.01%

American Capital Advisory, LLC

3.66K

Jun 30, 26

0.01%

LRI Investments, LLC

3.51K

Jun 30, 26

0.01%

LifeSteps Financial, Inc.

3.41K

Jun 30, 26

+3.41K

0.01%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

3.35K

Jun 30, 26

+3.35K

0.01%

BELLEVUE ASSET MANAGEMENT, LLC

3.32K

Jun 30, 26

0.01%

Clean Yield Group

3.03K

Jun 30, 26

+3.03K

0.01%

Allworth Financial LP

3.02K

Jun 30, 26

0.01%

MORGAN STANLEY

2.90K

Jun 30, 26

-2.20K

0.01%

RAFFA WEALTH MANAGEMENT, LLC

2.82K

Jun 30, 26

+639

0.01%

Burk Holdings LLC

2.57K

Jun 30, 26

+144

0.01%

IFP Advisors, Inc

2.31K

Jun 30, 26

0.00%

CARDIFF PARK ADVISORS, LLC

2.13K

Jun 30, 26

+504

0.00%

Timmons Wealth Management, LLC

2.09K

Jun 30, 26

-956

0.00%

Global Retirement Partners, LLC

1.87K

Jun 30, 26

+1.87K

0.00%

Medallion Wealth Advisors, LLC

1.76K

Jun 30, 26

0.00%

Dunhill Financial, LLC

1.73K

Jun 30, 26

+971

0.00%

C M BIDWELL & ASSOCIATES LTD

1.50K

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

1.30K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

1.08K

Jun 30, 26

0.00%

Larson Financial Group LLC

999

Jun 30, 26

-4

0.00%

Nalls Sherbakoff Group, LLC

925

Jun 30, 26

0.00%

Seneschal Advisors, LLC

740

Jun 30, 26

+740

0.00%

Qube Research & Technologies Ltd

632

Jun 30, 26

-236

0.00%

UBS Group AG

538

Jun 30, 26

+538

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

388

Jun 30, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

337

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

300

Jun 30, 26

0.00%

AlphaCore Capital LLC

298

Jun 30, 26

0.00%

Pillar Financial Advisors, LLC

204

Jun 30, 26

0.00%

Quent Capital, LLC

Jun 30, 26

0.00%

Wright Fund Management, LLC

Jun 30, 26

-14.11K

CONSILIO WEALTH ADVISORS, LLC

Jun 30, 26

-23.72K

Avise Financial Cooperative, Inc.

Jun 30, 26

-9.00K

Golden State Equity Partners

Jun 30, 26

-11.45K

BANK OF AMERICA CORP /DE/

Jun 30, 26

-19.06K

Alpha Financial Advisors, LLC

Jun 30, 26

-9.35K

MAI Capital Management

Jun 30, 26

-138

JANE STREET GROUP, LLC

Jun 30, 26

-49.29K

Caprock Group, LLC

Jun 30, 26

-36.88K

Premier Financial Group

67.12K

Mar 31, 26

+1.28K

0.14%

Financial Connections Group, Inc.

46.36K

Mar 31, 26

+1.20K

0.10%

North Ridge Wealth Advisors, Inc.

42.29K

Mar 31, 26

+1.72K

0.09%

Opes Wealth Management LLC

18.25K

Mar 31, 26

+300

0.04%

EXENCIAL WEALTH ADVISORS, LLC

10.82K

Mar 31, 26

+3.60K

0.02%

Red Tortoise LLC

4.76K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

350

Mar 31, 26

0.00%

LongView Asset Management LLC

708.05K

Dec 31, 25

-31.12K

1.51%

Heritage Financial Services, LLC

364.07K

Dec 31, 25

+26.06K

0.78%

Clarius Group, LLC

11.72K

Dec 31, 25

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-704

Willow Creek Wealth Management Inc.

326.93K

Sep 30, 25

+8.15K

0.70%

Wealthstream Advisors, Inc.

6.41K

Sep 30, 25

+6.41K

0.01%

PBMares Wealth Management LLC

6.27K

Sep 30, 25

+535

0.01%

Waypoint Wealth Partners Inc.

191.47K

Jun 30, 25

+64.62K

0.41%

Blue Oak Capital, LLC

149.23K

Jun 30, 25

-63.14K

0.32%

Martin Worley Group

74.75K

Jun 30, 25

-3.37K

0.16%

Jentner Corp

52.23K

Jun 30, 25

+2.85K

0.11%

Parkworth Wealth Management, Inc.

3.25K

Jun 30, 25

+1.06K

0.01%

Vista Wealth Management Group, LLC

563.19K

Mar 31, 25

-12.60K

1.20%

Michael A. Dubis Financial Planning, LLC

7.25K

Mar 31, 25

0.02%

Merriman Wealth Management, LLC

988.59K

Dec 31, 24

-29.35K

2.11%

Carlson Capital Management

75.41K

Dec 31, 24

+16.03K

0.16%

CRITERION CAPITAL ADVISORS, LLC

3.52K

Dec 31, 24

0.01%

LifePro Asset Management

86.81K

Sep 30, 24

+34.08K

0.19%

Advisory Services & Investments, LLC

60.10K

Sep 30, 24

0.13%

BUCKINGHAM STRATEGIC WEALTH, LLC

197.44K

Jun 30, 24

+23.66K

0.42%

WALDEN WEALTH PARTNERS LLC

30.62K

Jun 30, 24

0.07%

FirstPurpose Wealth LLC

20.68K

Mar 31, 24

+9.06K

0.04%

Grey Street Capital, LLC

10.00K

Mar 31, 24

+10.00K

0.02%

PATHSTONE FAMILY OFFICE, LLC

214.87K

Sep 30, 23

+27.18K

0.46%

Relaxing Retirement Coach

13.71K

Jun 30, 23

-296

0.03%

Brainard Capital Management LLC

73.80K

Mar 31, 23

+59

0.16%

Baldrige Asset Management LLC

21.24K

Mar 31, 23

+5.38K

0.05%