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Dimensional EM SUS Core1 ETF (DFSE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AWM Capital, LLC
INCREASED
Shares896,664 from 821,857
Change+74,807 (+9%)
Value$43.4M (+$3.2M)
Filed 2026-10-16
Maseco LLP
DECREASED
Shares576,712 from 594,139
Change-17,427 (-3%)
Value$27.9M (-$1.2M)
Filed 2026-10-27
Quantum Financial Advisors, LLC
DECREASED
Shares493,358 from 528,686
Change-35,328 (-7%)
Value$23.9M (-$2.0M)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares394,730 from 442,368
Change-47,638 (-11%)
Value$19.1M (-$2.5M)
Filed 2026-10-22
Abacus Wealth Partners, LLC
INCREASED
Shares375,640 from 317,897
Change+57,743 (+18%)
Value$18.2M (+$2.6M)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares366,274 from 365,681
Change+593 (+0%)
Value$17.7M (-$165.0K)
Filed 2026-10-16
Citrine Capital LLC
INCREASED
Shares343,939 from 323,640
Change+20,299 (+6%)
Value$16.6M (+$810.1K)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares336,735 from 262,183
Change+74,552 (+28%)
Value$16.3M (+$3.5M)
Filed 2026-11-06
Retirement Solution LLC
INCREASED
Shares254,157 from 253,981
Change+176 (+0%)
Value$12.3M (-$126.0K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
INCREASED
Shares225,438 from 200,568
Change+24,870 (+12%)
Value$10.9M (+$1.1M)
Filed 2026-10-26
Wealth Architects, LLC
INCREASED
Shares161,939 from 154,990
Change+6,949 (+4%)
Value$7.8M (+$253.9K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares149,864 from 102,996
Change+46,868 (+46%)
Value$7.3M (+$2.4M)
Filed 2026-10-08
Thrivent Financial for Lutherans
NEW
Shares133,551
Change+133,551
Value$6.5M
Filed 2026-11-05
Elser Financial Planning, Inc
DECREASED
Shares119,716 from 126,249
Change-6,533 (-5%)
Value$5.8M (-$382.7K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares96,606 from 91,148
Change+5,458 (+6%)
Value$4.7M (+$215.6K)
Filed 2026-11-03
Sachem Hill LLC
DECREASED
Shares95,984 from 123,011
Change-27,027 (-22%)
Value$4.6M (-$1.4M)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares92,510 from 91,141
Change+1,369 (+2%)
Value$4.5M (+$17.9K)
Filed 2026-11-05
Allodium Investment Consultants, LLC
INCREASED
Shares85,277 from 77,097
Change+8,180 (+11%)
Value$4.1M (+$354.7K)
Filed 2026-10-14
RAM Investment Partners, LLC
INCREASED
Shares82,269 from 78,545
Change+3,724 (+5%)
Value$4.0M (+$138.5K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
DECREASED
Shares81,855 from 84,357
Change-2,502 (-3%)
Value$4.0M (-$165.6K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares74,232 from 66,534
Change+7,698 (+12%)
Value$3.5M (+$327.3K)
Filed 2026-10-13
Drive Wealth Management, LLC
DECREASED
Shares69,220 from 72,657
Change-3,437 (-5%)
Value$3.3M (-$204.7K)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares69,160 from 13,698
Change+55,462 (+405%)
Value$3.3M (+$2.7M)
Filed 2026-10-08
Asset Dedication, LLC
INCREASED
Shares66,185 from 62,293
Change+3,892 (+6%)
Value$3.2M (+$155.2K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares62,021 from 59,449
Change+2,572 (+4%)
Value$3.0M (+$92.8K)
Filed 2026-10-22
New Capital Management LP
DECREASED
Shares60,619 from 67,834
Change-7,215 (-11%)
Value$2.9M (-$384.8K)
Filed 2026-10-29
Hill Island Financial LLC
INCREASED
Shares57,647 from 55,204
Change+2,443 (+4%)
Value$2.8M (+$88.9K)
Filed 2026-10-20
Equita Financial Network, Inc.
INCREASED
Shares56,224 from 52,655
Change+3,569 (+7%)
Value$2.7M (+$144.7K)
Filed 2026-10-19
Clarity Wealth Development LLC
INCREASED
Shares55,039 from 33,627
Change+21,412 (+64%)
Value$2.7M (+$1.0M)
Filed 2026-10-22
Quarry Hill Advisors, LLC
INCREASED
Shares54,566 from 52,268
Change+2,298 (+4%)
Value$2.6M (+$83.4K)
Filed 2026-11-04
Navigoe, LLC
UNCHANGED
Shares54,019 from 54,019
Change0 (0%)
Value$2.6M (-$29.0K)
Filed 2026-11-04
Klaas Financial Asset Advisors, LLC
DECREASED
Shares47,706 from 47,886
Change-180 (0%)
Value$2.3M (-$34.1K)
Filed 2026-10-19
Triune Financial Partners, LLC
INCREASED
Shares45,578 from 44,576
Change+1,002 (+2%)
Value$2.2M (+$24.9K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares40,589 from 37,709
Change+2,880 (+8%)
Value$2.0M (+$119.3K)
Filed 2026-10-23
RW Investment Management LLC
INCREASED
Shares34,787 from 34,137
Change+650 (+2%)
Value$1.7M (+$13.4K)
Filed 2026-11-03
Cambridge Financial Group, LLC
UNCHANGED
Shares28,925 from 28,925
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-06
Mission Wealth Management, LP
DECREASED
Shares25,988 from 26,554
Change-566 (-2%)
Value$1.3M (-$41.4K)
Filed 2026-10-15
Burton Enright Welch
UNCHANGED
Shares25,287 from 25,287
Change0 (0%)
Value$1.2M (-$13.4K)
Filed 2026-11-04
Beacon Hill Wealth Management Ltd.
INCREASED
Shares25,212 from 24,539
Change+673 (+3%)
Value$1.2M (+$19.5K)
Filed 2026-10-21
Cardinal Point Capital Management ULC
INCREASED
Shares21,919 from 19,898
Change+2,021 (+10%)
Value$1.1M (+$83.2K)
Filed 2026-10-21
Momentous Wealth Management, Inc.
INCREASED
Shares20,649 from 19,979
Change+670 (+3%)
Value$998.4K (+$21.8K)
Filed 2026-10-21
SeedSafe Financial LLC
DECREASED
Shares20,434 from 20,711
Change-277 (-1%)
Value$988.0K (-$24.4K)
Filed 2026-11-02
Seven Mile Advisory
DECREASED
Shares19,620 from 19,663
Change-43 (0%)
Value$948.6K (-$12.5K)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares19,577 from 20,133
Change-556 (-3%)
Value$946.6K (-$37.5K)
Filed 2026-10-28
Meritas Wealth Management, LLC
INCREASED
Shares19,287 from 19,139
Change+148 (+1%)
Value$932.5K (-$3.0K)
Filed 2026-10-14
MB Generational Wealth, LLC
DECREASED
Shares18,785 from 18,883
Change-98 (-1%)
Value$908.3K (-$14.7K)
Filed 2026-11-09
Nwam LLC
INCREASED
Shares18,567 from 18,260
Change+307 (+2%)
Value$897.7K (+$5.2K)
Filed 2026-11-09
Morling Financial Advisors, LLC
INCREASED
Shares18,472 from 18,361
Change+111 (+1%)
Value$893.1K (-$4.4K)
Filed 2026-10-28
Wheels Up Wealth, Inc.
INCREASED
Shares18,164 from 16,198
Change+1,966 (+12%)
Value$878.2K (+$86.5K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares15,347 from 15,143
Change+204 (+1%)
Value$742.0K (+$1.8K)
Filed 2026-10-28
Foster Group, Inc.
INCREASED
Shares15,323 from 13,685
Change+1,638 (+12%)
Value$740.9K (+$72.0K)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares14,966 from 13,960
Change+1,006 (+7%)
Value$723.6K (+$41.2K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares14,966 from 13,960
Change+1,006 (+7%)
Value$723.6K (+$41.2K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares14,921 from 14,638
Change+283 (+2%)
Value$721.4K (+$5.9K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares14,669 from 11,839
Change+2,830 (+24%)
Value$709.2K (+$130.6K)
Filed 2026-11-02
Northland Capital Management LLC
DECREASED
Shares13,908 from 14,439
Change-531 (-4%)
Value$672.5K (-$33.3K)
Filed 2026-10-15
BetterWealth, LLC
INCREASED
Shares13,490 from 13,068
Change+422 (+3%)
Value$652.3K (+$13.5K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
INCREASED
Shares13,461 from 12,550
Change+911 (+7%)
Value$650.8K (+$37.4K)
Filed 2026-10-13
XY Planning Network, Inc.
DECREASED
Shares13,424 from 13,537
Change-113 (-1%)
Value$649.1K (-$12.6K)
Filed 2026-10-14
Syverson Strege & Co
DECREASED
Shares13,334 from 13,363
Change-29 (0%)
Value$644.7K (-$8.5K)
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares13,160 from 12,329
Change+831 (+7%)
Value$636.3K (+$33.6K)
Filed 2026-10-20
Trellis Wealth Advisors LLC
INCREASED
Shares12,907 from 12,889
Change+18 (+0%)
Value$624.1K (-$5.9K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares12,844 from 10,971
Change+1,873 (+17%)
Value$621.0K (+$84.8K)
Filed 2026-11-06
Sensenig Capital Advisors, Inc
DECREASED
Shares11,903 from 11,942
Change-39 (0%)
Value$575.5K (-$8.2K)
Filed 2026-10-23
Babb Wealth Advisors LLC
INCREASED
Shares11,680 from 10,008
Change+1,672 (+17%)
Value$564.7K (+$75.5K)
Filed 2026-10-30
Flagstone Financial Management
INCREASED
Shares11,567 from 11,545
Change+22 (+0%)
Value$559.3K (-$5.0K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares10,998 from 4,757
Change+6,241 (+131%)
Value$531.8K (+$299.2K)
Filed 2026-11-02
Parcion Private Wealth LLC
DECREASED
Shares10,577 from 10,580
Change-3 (0%)
Value$511.4K (-$5.7K)
Filed 2026-10-28
Midwest Trust Co
INCREASED
Shares10,485 from 10,205
Change+280 (+3%)
Value$507.0K (+$8.1K)
Filed 2026-10-22
Heck Capital Advisors, LLC
UNCHANGED
Shares10,323 from 10,323
Change0 (0%)
Value$499.1K (-$5.5K)
Filed 2026-10-14
Freedom Financial Partners LLC
INCREASED
Shares9,572 from 9,323
Change+249 (+3%)
Value$462.8K (+$7.1K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares9,552 from 9,500
Change+52 (+1%)
Value$461.9K (-$2.5K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares9,248 from 9,317
Change-69 (-1%)
Value$434.0K (-$21.5K)
Filed 2026-10-15
Mills Wealth Advisors LLC
INCREASED
Shares9,064 from 8,635
Change+429 (+5%)
Value$438.2K (+$16.2K)
Filed 2026-10-22
Level Financial Advisors
DECREASED
Shares8,682 from 8,715
Change-33 (0%)
Value$419.8K (-$6.2K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares8,543 from 8,115
Change+428 (+5%)
Value$384.3K (+$5.5K)
Filed 2026-10-27
HUB Investment Partners, LLC
UNCHANGED
Shares7,991 from 7,991
Change0 (0%)
Value$386.4K (-$4.2K)
Filed 2026-11-03
Wealth Advisors Northwest LLC
INCREASED
Shares7,831 from 6,674
Change+1,157 (+17%)
Value$378.6K (+$52.4K)
Filed 2026-10-29
Apollon Wealth Management, LLC
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$333.1K (-$3.6K)
Filed 2026-10-23
Vestia Personal Wealth Advisors
INCREASED
Shares6,728 from 5,403
Change+1,325 (+25%)
Value$325.3K (+$61.2K)
Filed 2026-10-20
Sellwood Investment Partners LLC
UNCHANGED
Shares6,619 from 6,619
Change0 (0%)
Value$320.0K (-$3.5K)
Filed 2026-11-03
McGrath & Associates, Inc.
INCREASED
Shares6,613 from 6,604
Change+9 (+0%)
Value$319.7K (-$3.1K)
Filed 2026-10-27
Foundation Wealth Management, Llc\pa
INCREASED
Shares6,467 from 6,430
Change+37 (+1%)
Value$312.7K (-$1.6K)
Filed 2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares6,416 from 5,651
Change+765 (+14%)
Value$310.2K (+$34.0K)
Filed 2026-10-27
Monument Group Wealth Advisors, LLC
INCREASED
Shares6,011 from 5,250
Change+761 (+15%)
Value$290.6K (+$34.0K)
Filed 2026-10-21
EnRich Financial Partners LLC
DECREASED
Shares5,887 from 6,319
Change-432 (-7%)
Value$284.6K (-$24.2K)
Filed 2026-10-21
Tanager Wealth Management LLP
UNCHANGED
Shares5,845 from 5,845
Change0 (0%)
Value$282.6K (-$3.1K)
Filed 2026-10-19
Donalies Financial Planning, LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$272.7K (-$3.0K)
Filed 2026-10-19
Joel Adams & Associates, Inc.
INCREASED
Shares5,462 from 5,408
Change+54 (+1%)
Value$264.1K (-$252)
Filed 2026-11-02
Define Financial, LLC
NEW
Shares5,442
Change+5,442
Value$263.1K
Filed 2026-10-14
United Wealth Management, LLC
INCREASED
Shares5,338 from 5,336
Change+2 (+0%)
Value$258.1K (-$2.7K)
Filed 2026-10-30
Sensible Money, LLC
UNCHANGED
Shares5,054 from 5,054
Change0 (0%)
Value$244.4K (-$2.7K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4,941 from 4,941
Change0 (0%)
Value$238.9K (-$2.6K)
Filed 2026-10-16
Old Peak Finance LLC
INCREASED
Shares4,933 from 4,917
Change+16 (+0%)
Value$238.5K (-$1.8K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4,648 from 4,648
Change0 (0%)
Value$224.7K (-$2.5K)
Filed 2026-10-27
RHS Financial, LLC
DECREASED
Shares4,584 from 6,285
Change-1,701 (-27%)
Value$221.6K (-$85.6K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares4,504 from 4,228
Change+276 (+7%)
Value$217.7K (+$11.1K)
Filed 2026-10-20
Larry Mathis Financial Planning, LLC
UNCHANGED
Shares4,414 from 4,414
Change0 (0%)
Value$213.4K (-$2.3K)
Filed 2026-10-26
MBE Wealth Management, LLC
INCREASED
Shares4,269 from 4,241
Change+28 (+1%)
Value$206.4K (-$876)
Filed 2026-10-26
Clear Creek Financial Management, LLC
NEW
Shares4,228
Change+4,228
Value$204.4K
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares3,984 from 3,984
Change0 (0%)
Value$194.7K ($0)
Filed 2026-11-06
Washington Trust Advisors, Inc.
INCREASED
Shares2,474 from 2,457
Change+17 (+1%)
Value$119.6K (-$445)
Filed 2026-10-22
American Capital Advisory, LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$90.3K (-$989)
Filed 2026-10-28
Keystone Financial Group, Inc.
INCREASED
Shares1,668 from 1,656
Change+12 (+1%)
Value$80.6K (-$299)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares1,443 from 1,411
Change+32 (+2%)
Value$69.7K (+$778)
Filed 2026-10-16
Kennebec Savings Bank
INCREASED
Shares1,179 from 1,167
Change+12 (+1%)
Value$57.0K (-$37)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares1,176 from 2,033
Change-857 (-42%)
Value$56.9K (-$42.5K)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$48.5K (-$531)
Filed 2026-10-14
Blume Capital Management, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$38.7K (-$424)
Filed 2026-10-26
JFS Wealth Advisors, LLC
INCREASED
Shares720 from 475
Change+245 (+52%)
Value$34.8K (+$11.6K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
INCREASED
Shares707 from 367
Change+340 (+93%)
Value$34.2K (+$16.2K)
Filed 2026-10-26
Concord Wealth Partners
INCREASED
Shares548 from 544
Change+4 (+1%)
Value$26.5K (-$100)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares472 from 468
Change+4 (+1%)
Value$22.8K (-$85)
Filed 2026-10-07
Coston, McIsaac & Partners
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$22.0K (-$10)
Filed 2026-11-06
Bank of Montreal
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$20.3K (-$222)
Filed 2026-11-09
Burk Holdings LLC
INCREASED
Shares372 from 369
Change+3 (+1%)
Value$18.0K (-$67)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$13.9K (-$152)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares280 from 279
Change+1 (+0%)
Value$13.5K (-$99)
Filed 2026-10-16
CGN Advisors LLC
CLOSED
Shares0 from 8,173
Change-8,173 (-100%)
Value$0 (-$399.5K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 4,126
Change-4,126 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-26
US Bancorp \de\
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$40.3K)
Filed 2026-11-05
AlphaCore Capital LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-04
Pathstone Holdings, LLC
N/A
Shares— from 673,453
Change-673,453 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 569,426
Change-569,426 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 307,473
Change-307,473 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 191,799
Change-191,799 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 109,210
Change-109,210 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 104,452
Change-104,452 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 84,065
Change-84,065 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 81,686
Change-81,686 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 68,228
Change-68,228 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 65,090
Change-65,090 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 63,340
Change-63,340 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 59,016
Change-59,016 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 50,694
Change-50,694 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 49,725
Change-49,725 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 38,343
Change-38,343 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 35,784
Change-35,784 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 34,136
Change-34,136 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 29,629
Change-29,629 (-100%)
Value—
Betterment LLC
N/A
Shares— from 28,191
Change-28,191 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 24,647
Change-24,647 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,640
Change-22,640 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 21,269
Change-21,269 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 20,467
Change-20,467 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 19,473
Change-19,473 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,359
Change-19,359 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,942
Change-17,942 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,977
Change-14,977 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 11,267
Change-11,267 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,868
Change-10,868 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,455
Change-10,455 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 8,982
Change-8,982 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,334
Change-8,334 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,022
Change-7,022 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 800
Change-800 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
FMR LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 119
Change-119 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
AWM Capital, LLC
INCREASED896,664821,857+74,807+9%$40.2M$43.4M+$3.2M2026-10-16
Maseco LLP
DECREASED576,712594,139-17,427-3%$29.0M$27.9M-$1.2M2026-10-27
Quantum Financial Advisors, LLC
DECREASED493,358528,686-35,328-7%$25.8M$23.9M-$2.0M2026-11-03
Five Oceans Advisors
DECREASED394,730442,368-47,638-11%$21.6M$19.1M-$2.5M2026-10-22
Abacus Wealth Partners, LLC
INCREASED375,640317,897+57,743+18%$15.5M$18.2M+$2.6M2026-11-03
Forum Financial Management, LP
INCREASED366,274365,681+593+0%$17.9M$17.7M-$165.0K2026-10-16
Citrine Capital LLC
INCREASED343,939323,640+20,299+6%$15.8M$16.6M+$810.1K2026-10-14
Savant Capital, LLC
INCREASED336,735262,183+74,552+28%$12.8M$16.3M+$3.5M2026-11-06
Retirement Solution LLC
INCREASED254,157253,981+176+0%$12.4M$12.3M-$126.0K2026-10-27
Willow Creek Wealth Management Inc.
INCREASED225,438200,568+24,870+12%$9.8M$10.9M+$1.1M2026-10-26
Wealth Architects, LLC
INCREASED161,939154,990+6,949+4%$7.6M$7.8M+$253.9K2026-11-03
Apella Capital, LLC
INCREASED149,864102,996+46,868+46%$4.9M$7.3M+$2.4M2026-10-08
Thrivent Financial for Lutherans
NEW133,551—+133,551——$6.5M—2026-11-05
Elser Financial Planning, Inc
DECREASED119,716126,249-6,533-5%$6.2M$5.8M-$382.7K2026-10-16
Brighton Jones LLC
INCREASED96,60691,148+5,458+6%$4.5M$4.7M+$215.6K2026-11-03
Sachem Hill LLC
DECREASED95,984123,011-27,027-22%$6.0M$4.6M-$1.4M2026-10-14
Greenspring Advisors, LLC
INCREASED92,51091,141+1,369+2%$4.5M$4.5M+$17.9K2026-11-05
Allodium Investment Consultants, LLC
INCREASED85,27777,097+8,180+11%$3.8M$4.1M+$354.7K2026-10-14
RAM Investment Partners, LLC
INCREASED82,26978,545+3,724+5%$3.8M$4.0M+$138.5K2026-10-21
TCI Wealth Advisors, Inc.
DECREASED81,85584,357-2,502-3%$4.1M$4.0M-$165.6K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED74,23266,534+7,698+12%$3.2M$3.5M+$327.3K2026-10-13
Drive Wealth Management, LLC
DECREASED69,22072,657-3,437-5%$3.6M$3.3M-$204.7K2026-11-09
Farther Finance Advisors, LLC
INCREASED69,16013,698+55,462+405%$669.6K$3.3M+$2.7M2026-10-08
Asset Dedication, LLC
INCREASED66,18562,293+3,892+6%$3.0M$3.2M+$155.2K2026-11-03
Perigon Wealth Management, LLC
INCREASED62,02159,449+2,572+4%$2.9M$3.0M+$92.8K2026-10-22
New Capital Management LP
DECREASED60,61967,834-7,215-11%$3.3M$2.9M-$384.8K2026-10-29
Hill Island Financial LLC
INCREASED57,64755,204+2,443+4%$2.7M$2.8M+$88.9K2026-10-20
Equita Financial Network, Inc.
INCREASED56,22452,655+3,569+7%$2.6M$2.7M+$144.7K2026-10-19
Clarity Wealth Development LLC
INCREASED55,03933,627+21,412+64%$1.6M$2.7M+$1.0M2026-10-22
Quarry Hill Advisors, LLC
INCREASED54,56652,268+2,298+4%$2.6M$2.6M+$83.4K2026-11-04
Navigoe, LLC
UNCHANGED54,01954,01900%$2.6M$2.6M-$29.0K2026-11-04
Klaas Financial Asset Advisors, LLC
DECREASED47,70647,886-1800%$2.3M$2.3M-$34.1K2026-10-19
Triune Financial Partners, LLC
INCREASED45,57844,576+1,002+2%$2.2M$2.2M+$24.9K2026-11-03
Simplicity Wealth,LLC
INCREASED40,58937,709+2,880+8%$1.8M$2.0M+$119.3K2026-10-23
RW Investment Management LLC
INCREASED34,78734,137+650+2%$1.7M$1.7M+$13.4K2026-11-03
Cambridge Financial Group, LLC
UNCHANGED28,92528,92500%$1.4M$1.4M$02026-10-06
Mission Wealth Management, LP
DECREASED25,98826,554-566-2%$1.3M$1.3M-$41.4K2026-10-15
Burton Enright Welch
UNCHANGED25,28725,28700%$1.2M$1.2M-$13.4K2026-11-04
Beacon Hill Wealth Management Ltd.
INCREASED25,21224,539+673+3%$1.2M$1.2M+$19.5K2026-10-21
Cardinal Point Capital Management ULC
INCREASED21,91919,898+2,021+10%$972.6K$1.1M+$83.2K2026-10-21
Momentous Wealth Management, Inc.
INCREASED20,64919,979+670+3%$976.6K$998.4K+$21.8K2026-10-21
SeedSafe Financial LLC
DECREASED20,43420,711-277-1%$1.0M$988.0K-$24.4K2026-11-02
Seven Mile Advisory
DECREASED19,62019,663-430%$961.1K$948.6K-$12.5K2026-10-22
Modera Wealth Management, LLC
DECREASED19,57720,133-556-3%$984.1K$946.6K-$37.5K2026-10-28
Meritas Wealth Management, LLC
INCREASED19,28719,139+148+1%$935.5K$932.5K-$3.0K2026-10-14
MB Generational Wealth, LLC
DECREASED18,78518,883-98-1%$923.0K$908.3K-$14.7K2026-11-09
Nwam LLC
INCREASED18,56718,260+307+2%$892.5K$897.7K+$5.2K2026-11-09
Morling Financial Advisors, LLC
INCREASED18,47218,361+111+1%$897.5K$893.1K-$4.4K2026-10-28
Wheels Up Wealth, Inc.
INCREASED18,16416,198+1,966+12%$791.8K$878.2K+$86.5K2026-10-27
Creative Capital Management Investments LLC
INCREASED15,34715,143+204+1%$740.2K$742.0K+$1.8K2026-10-28
Foster Group, Inc.
INCREASED15,32313,685+1,638+12%$668.9K$740.9K+$72.0K2026-10-13
Root Financial Partners, LLC
INCREASED14,96613,960+1,006+7%$682.4K$723.6K+$41.2K2026-10-21
Vise Technologies, Inc.
INCREASED14,96613,960+1,006+7%$682.4K$723.6K+$41.2K2026-10-29
LPL Financial LLC
INCREASED14,92114,638+283+2%$715.5K$721.4K+$5.9K2026-11-06
Commonwealth Equity Services, LLC
INCREASED14,66911,839+2,830+24%$578.7K$709.2K+$130.6K2026-11-02
Northland Capital Management LLC
DECREASED13,90814,439-531-4%$705.8K$672.5K-$33.3K2026-10-15
BetterWealth, LLC
INCREASED13,49013,068+422+3%$638.8K$652.3K+$13.5K2026-10-15
Fiduciary Financial Group, LLC
INCREASED13,46112,550+911+7%$613.4K$650.8K+$37.4K2026-10-13
XY Planning Network, Inc.
DECREASED13,42413,537-113-1%$661.7K$649.1K-$12.6K2026-10-14
Syverson Strege & Co
DECREASED13,33413,363-290%$653.2K$644.7K-$8.5K2026-11-02
Three Arch Wealth Management LLC
INCREASED13,16012,329+831+7%$602.6K$636.3K+$33.6K2026-10-20
Trellis Wealth Advisors LLC
INCREASED12,90712,889+18+0%$630.0K$624.1K-$5.9K2026-10-19
Addison Advisors LLC
INCREASED12,84410,971+1,873+17%$536.3K$621.0K+$84.8K2026-11-06
Sensenig Capital Advisors, Inc
DECREASED11,90311,942-390%$583.7K$575.5K-$8.2K2026-10-23
Babb Wealth Advisors LLC
INCREASED11,68010,008+1,672+17%$489.2K$564.7K+$75.5K2026-10-30
Flagstone Financial Management
INCREASED11,56711,545+22+0%$564.3K$559.3K-$5.0K2026-11-05
Creative Planning
INCREASED10,9984,757+6,241+131%$232.5K$531.8K+$299.2K2026-11-02
Parcion Private Wealth LLC
DECREASED10,57710,580-30%$517.1K$511.4K-$5.7K2026-10-28
Midwest Trust Co
INCREASED10,48510,205+280+3%$498.8K$507.0K+$8.1K2026-10-22
Heck Capital Advisors, LLC
UNCHANGED10,32310,32300%$504.6K$499.1K-$5.5K2026-10-14
Freedom Financial Partners LLC
INCREASED9,5729,323+249+3%$455.7K$462.8K+$7.1K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED9,5529,500+52+1%$464.3K$461.9K-$2.5K2026-10-13
AdvisorNet Financial, Inc
DECREASED9,2489,317-69-1%$455.4K$434.0K-$21.5K2026-10-15
Mills Wealth Advisors LLC
INCREASED9,0648,635+429+5%$422.1K$438.2K+$16.2K2026-10-22
Level Financial Advisors
DECREASED8,6828,715-330%$426.0K$419.8K-$6.2K2026-10-13
Chicago Partners Investment Group LLC
INCREASED8,5438,115+428+5%$378.7K$384.3K+$5.5K2026-10-27
HUB Investment Partners, LLC
UNCHANGED7,9917,99100%$390.6K$386.4K-$4.2K2026-11-03
Wealth Advisors Northwest LLC
INCREASED7,8316,674+1,157+17%$326.2K$378.6K+$52.4K2026-10-29
Apollon Wealth Management, LLC
UNCHANGED6,8906,89000%$336.8K$333.1K-$3.6K2026-10-23
Vestia Personal Wealth Advisors
INCREASED6,7285,403+1,325+25%$264.1K$325.3K+$61.2K2026-10-20
Sellwood Investment Partners LLC
UNCHANGED6,6196,61900%$323.5K$320.0K-$3.5K2026-11-03
McGrath & Associates, Inc.
INCREASED6,6136,604+9+0%$322.8K$319.7K-$3.1K2026-10-27
Foundation Wealth Management, Llc\pa
INCREASED6,4676,430+37+1%$314.3K$312.7K-$1.6K2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED6,4165,651+765+14%$276.2K$310.2K+$34.0K2026-10-27
Monument Group Wealth Advisors, LLC
INCREASED6,0115,250+761+15%$256.6K$290.6K+$34.0K2026-10-21
EnRich Financial Partners LLC
DECREASED5,8876,319-432-7%$308.9K$284.6K-$24.2K2026-10-21
Tanager Wealth Management LLP
UNCHANGED5,8455,84500%$285.7K$282.6K-$3.1K2026-10-19
Donalies Financial Planning, LLC
UNCHANGED5,6405,64000%$275.7K$272.7K-$3.0K2026-10-19
Joel Adams & Associates, Inc.
INCREASED5,4625,408+54+1%$264.3K$264.1K-$2522026-11-02
Define Financial, LLC
NEW5,442—+5,442——$263.1K—2026-10-14
United Wealth Management, LLC
INCREASED5,3385,336+2+0%$260.8K$258.1K-$2.7K2026-10-30
Sensible Money, LLC
UNCHANGED5,0545,05400%$247.0K$244.4K-$2.7K2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED4,9414,94100%$241.5K$238.9K-$2.6K2026-10-16
Old Peak Finance LLC
INCREASED4,9334,917+16+0%$240.4K$238.5K-$1.8K2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED4,6484,64800%$227.2K$224.7K-$2.5K2026-10-27
RHS Financial, LLC
DECREASED4,5846,285-1,701-27%$307.2K$221.6K-$85.6K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED4,5044,228+276+7%$206.7K$217.7K+$11.1K2026-10-20
Larry Mathis Financial Planning, LLC
UNCHANGED4,4144,41400%$215.8K$213.4K-$2.3K2026-10-26
MBE Wealth Management, LLC
INCREASED4,2694,241+28+1%$207.3K$206.4K-$8762026-10-26
Clear Creek Financial Management, LLC
NEW4,228—+4,228——$204.4K—2026-10-28
Allworth Financial LP
UNCHANGED3,9843,98400%$194.7K$194.7K$02026-11-06
Washington Trust Advisors, Inc.
INCREASED2,4742,457+17+1%$120.1K$119.6K-$4452026-10-22
American Capital Advisory, LLC
UNCHANGED1,8671,86700%$91.3K$90.3K-$9892026-10-28
Keystone Financial Group, Inc.
INCREASED1,6681,656+12+1%$80.9K$80.6K-$2992026-10-13
Signature Resources Capital Management, LLC
INCREASED1,4431,411+32+2%$69.0K$69.7K+$7782026-10-16
Kennebec Savings Bank
INCREASED1,1791,167+12+1%$57.0K$57.0K-$372026-10-22
Larson Financial Group LLC
DECREASED1,1762,033-857-42%$99.4K$56.9K-$42.5K2026-11-05
Mather Group, Llc.
UNCHANGED1,0031,00300%$49.0K$48.5K-$5312026-10-14
Blume Capital Management, Inc.
UNCHANGED80080000%$39.1K$38.7K-$4242026-10-26
JFS Wealth Advisors, LLC
INCREASED720475+245+52%$23.2K$34.8K+$11.6K2026-11-03
Glass Jacobson Investment Advisors llc
INCREASED707367+340+93%$17.9K$34.2K+$16.2K2026-10-26
Concord Wealth Partners
INCREASED548544+4+1%$26.6K$26.5K-$1002026-11-02
Elevation Wealth Partners, LLC
INCREASED472468+4+1%$22.9K$22.8K-$852026-10-07
Coston, McIsaac & Partners
UNCHANGED45445400%$22.0K$22.0K-$102026-11-06
Bank of Montreal
UNCHANGED42042000%$20.5K$20.3K-$2222026-11-09
Burk Holdings LLC
INCREASED372369+3+1%$18.0K$18.0K-$672026-11-05
Jnba Financial Advisors
UNCHANGED28728700%$14.0K$13.9K-$1522026-11-03
IFP Advisors, Inc
INCREASED280279+1+0%$13.6K$13.5K-$992026-10-16
CGN Advisors LLC
CLOSED08,173-8,173-100%$399.5K$0-$399.5K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED04,126-4,126-100%$201.7K$0-$201.7K2026-10-26
US Bancorp \de\
CLOSED0824-824-100%$40.3K$0-$40.3K2026-11-05
AlphaCore Capital LLC
CLOSED047-47-100%$2.3K$0-$2.3K2026-11-04
Pathstone Holdings, LLC
N/A—673,453-673,453-100%$32.9M———
Focus Partners Wealth
N/A—569,426-569,426-100%$27.8M———
EP Wealth Advisors, LLC
N/A—307,473-307,473-100%$15.0M———
Wealthspire Advisors, LLC
N/A—191,799-191,799-100%$9.4M———
Francis Financial, Inc.
N/A—109,210-109,210-100%$5.3M———
Pure Financial Advisors, LLC
N/A—104,452-104,452-100%$5.1M———
Mercer Global Advisors Inc
N/A—84,065-84,065-100%$4.1M———
Balanced Rock Investment Advisors LLC
N/A—81,686-81,686-100%$4.0M———
OneDigital Investment Advisors LLC
N/A—68,228-68,228-100%$3.3M———
Cerity Partners LLC
N/A—65,090-65,090-100%$3.2M———
Focus Partners Advisor Solutions, LLC
N/A—63,340-63,340-100%$3.1M———
Goldman Sachs Group Inc
N/A—59,016-59,016-100%$2.9M———
Beacon Pointe Advisors, LLC
N/A—50,694-50,694-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—49,725-49,725-100%$2.4M———
Cordant, Inc.
N/A—38,343-38,343-100%$1.9M———
Planning Center, Inc.
N/A—35,784-35,784-100%$1.7M———
Longview Financial Advisors LLC
N/A—34,136-34,136-100%$1.7M———
Truepoint, Inc.
N/A—29,629-29,629-100%$1.4M———
Betterment LLC
N/A—28,191-28,191-100%$1.4M———
Brown Advisory Inc
N/A—24,647-24,647-100%$1.2M———
HighTower Advisors, LLC
N/A—22,640-22,640-100%$1.1M———
Rockbridge Investment Management, LCC
N/A—21,269-21,269-100%$1.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—20,467-20,467-100%$1.0M———
Aspen Capital Management, LLC
N/A—19,473-19,473-100%$951.8K———
Harbour Investments, Inc.
N/A—19,359-19,359-100%$946.3K———
Sequoia Financial Advisors, LLC
N/A—17,942-17,942-100%$877.0K———
NewEdge Wealth, LLC
N/A—15,513-15,513-100%$758.3K———
Jane Street Group, LLC
N/A—14,977-14,977-100%$732.1K———
Premier Financial Group
N/A—11,267-11,267-100%$550.7K———
NewEdge Advisors, LLC
N/A—10,868-10,868-100%$531.2K———
Grand Wealth Management, LLC
N/A—10,693-10,693-100%$522.7K———
Modern Wealth Management, LLC
N/A—10,534-10,534-100%$514.9K———
Rehmann Capital Advisory Group
N/A—10,455-10,455-100%$511.0K———
Hill Investment Group Partners, LLC
N/A—9,335-9,335-100%$456.3K———
Wealth Management Strategies, Inc.
N/A—8,982-8,982-100%$439.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—8,737-8,737-100%$427.1K———
von Borstel & Associates, Inc.
N/A—8,466-8,466-100%$413.0K———
Composition Wealth, LLC
N/A—8,334-8,334-100%$407.4K———
Professional Financial Solutions LLC
N/A—8,295-8,295-100%$405.5K———
Captrust Financial Advisors
N/A—7,022-7,022-100%$343.3K———
Compass Capital Corp
N/A—6,567-6,567-100%$314.8K———
Envestnet Asset Management Inc
N/A—6,414-6,414-100%$313.5K———
Private Advisor Group, LLC
N/A—5,874-5,874-100%$287.1K———
Financial Plan, Inc.
N/A—5,853-5,853-100%$286.1K———
Bridgewater Advisors Inc.
N/A—5,793-5,793-100%$270.4K———
Quantinno Capital Management LP
N/A—5,539-5,539-100%$270.7K———
Bridge Generations Wealth Management LLC
N/A—5,199-5,199-100%$254.1K———
WPWealth LLP
N/A—4,884-4,884-100%$238.7K———
Envision Financial Planning, LLC
N/A—4,341-4,341-100%$212.2K———
Geometric Wealth Advisors
N/A—4,145-4,145-100%$202.6K———
Ruedi Wealth Management, Inc.
N/A—4,117-4,117-100%$201.2K———
Osaic Holdings, Inc.
N/A—3,111-3,111-100%$152.1K———
Royal Bank of Canada
N/A—2,799-2,799-100%$137.0K———
Fiduciary Financial Advisors
N/A—2,733-2,733-100%$133.6K———
Cardiff Park Advisors, LLC
N/A—2,377-2,377-100%$116.2K———
Orion Capital Management LLC
N/A—1,893-1,893-100%$92.5K———
JPMorgan Chase & Co
N/A—1,797-1,797-100%$86.6K———
Pinney & Scofield, Inc.
N/A—1,771-1,771-100%$86.6K———
WealthCollab, LLC
N/A—1,467-1,467-100%$71.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,447-1,447-100%$69.6K———
C M Bidwell & Associates LTD
N/A—800-800-100%$39.1K———
Smartleaf Asset Management LLC
N/A—777-777-100%$37.4K———
FMR LLC
N/A—281-281-100%$13.7K———
Seneschal Advisors, LLC
N/A—228-228-100%$11.1K———
Strategic Investment Solutions, Inc.
N/A—119-119-100%$5.8K———
Morgan Stanley
N/A—26-26-100%$1.3K———
Showing 188 of 188 institutions