Dimensional US High Profi EtDUHPETF
13F holders, Q1 2026 (March 31)541holders +30
53new positions
20sold out
1famous investor
$36.93avg. 13F price*
At the end of Q1 2026, 541 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings, up 30 from Q4 2025. 53 opened new positions and 20 sold out. The largest holders were Mercer Global Advisors Inc. ($1.8B), Focus Partners Wealth ($766.4M) and Forum Financial Management, LP ($311.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $181.1M |
| Exits | 20 | $13.7M |
All 13F filers, Q4 2025 → Q1 2026: 24,580,934 shares bought and 6,585,914 shares sold, net +17,995,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| Mercer Global Advisors Inc. | 2.65% | Add +8.8% | 48,730,938 | $1.8B |
| Focus Partners Wealth | 0.85% | Add +5.6% | 20,387,647 | $766.4M |
| Forum Financial Management, LP | 4.40% | Add +5.5% | 8,459,674 | $311.0M |
| Pure Financial Advisors, LLC | 4.17% | Add +3.6% | 7,825,736 | $287.7M |
| Allworth Financial LP | 0.67% | Add +43.6% | 4,466,653 | $164.2M |
| Apella Capital, LLC | 2.28% | Add +49.8% | 3,891,947 | $153.3M |
| Corient Private Wealth LP | 0.20% | Add +26.1% | 3,755,680 | $138.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +19.1% | 3,657,495 | $134.4M |
| Focus Partners Advisor Solutions, LLC | 1.22% | Add +18.3% | 3,301,011 | $121.3M |
| Foster Group, Inc. | 3.36% | Add +3.3% | 3,073,069 | $113.0M |
| Petersen Hastings Wealth Advisors Inc. | 9.97% | Add +3.4% | 2,960,196 | $108.8M |
| Bank of Montreal | 0.04% | Add +5.3% | 2,733,093 | $100.5M |
| Clearstead Advisors, LLC | 0.91% | New | 2,715,805 | $99.8M |
| Alesco Advisors, LLC, An ESL Co | 2.47% | Add +0.5% | 2,630,658 | $96.7M |
| RW Investment Management LLC | 9.21% | — | 2,588,182 | $95.1M |
| TCI Wealth Advisors, Inc. | 4.91% | Add +14.8% | 2,516,301 | $92.5M |
| Park Avenue Securities LLC | 0.71% | Add +8.5% | 2,479,611 | $91.2M |
| Aprio Wealth Management, LLC | 4.93% | Reduce -0.2% | 2,456,423 | $90.3M |
| Bouchey Financial Group, Ltd. | 6.04% | Add +0.8% | 2,161,309 | $82.3M |
| UBS Group AG | 0.01% | Add +10.6% | 2,148,401 | $79.0M |
| Beaird Harris Wealth Management, LLC | 5.35% | Add +4.4% | 2,139,327 | $78.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -9.8% | 2,107,800 | $77.5M |
| Financial Consulate, Inc. | 9.34% | Add +2.5% | 2,038,669 | $74.9M |
| HB Wealth Management, LLC | 0.47% | Add +8.7% | 1,987,725 | $73.1M |
| Beacon Pointe Advisors, LLC | 0.37% | Add +19.5% | 1,886,147 | $69.3M |
| Pathstone Holdings, LLC | 0.26% | Add +3.0% | 1,789,343 | $65.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.1% | 1,664,898 | $61.2M |
| Planning Center, Inc. | 6.15% | Add +2.1% | 1,652,225 | $60.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -44.8% | 1,552,236 | $57.4M |
| High Probability Advisors, LLC | 7.14% | Reduce -0.3% | 1,517,010 | $55.8M |
| Bank of America Corp. | 0.00% | Add +6.5% | 1,426,163 | $52.4M |
| Root Financial Partners, LLC | 2.25% | Add +20.9% | 1,323,440 | $48.6M |
| Mariner, LLC | 0.06% | Add +9.2% | 1,321,475 | $48.6M |
| Satovsky Asset Management LLC | 8.51% | Add +3.1% | 1,311,703 | $48.2M |
| Retirement Solution LLC | 11.40% | Add +1.0% | 1,311,614 | $48.2M |
| Vestmark Advisory Solutions, Inc. | 0.53% | Add +5.3% | 1,311,124 | $48.2M |
| Symmetry Partners, LLC | 2.71% | Add +5.6% | 1,290,110 | $47.4M |
| Phillips Financial Management, LLC | 3.33% | Reduce -7.3% | 1,248,706 | $45.9M |
| Safeguard Investment Advisory Group, LLC | 12.49% | Reduce -3.0% | 1,230,260 | $45.2M |
| DiNuzzo Private Wealth, Inc. | 4.85% | Add +0.5% | 1,225,021 | $45.0M |
| Leading Edge Financial Planning LLC | 9.28% | Add +14.1% | 1,200,073 | $44.1M |
| Meredith Wealth Planning | 11.95% | Add +36.9% | 1,199,622 | $44.1M |
| Market Street Wealth Management Advisors LLC | 6.89% | Reduce -0.5% | 1,189,187 | $43.7M |
| Freedom Investment Management, Inc. | 12.94% | Reduce -14.1% | 1,185,914 | $43.6M |
| Millburn Ridgefield LLC | 0.93% | Add +18.9% | 1,172,200 | $43.1M |
| Catalyst Capital Advisors LLC | 0.80% | Add +18.9% | 1,172,200 | $43.1M |
| Chicago Partners Investment Group LLC | 0.96% | Add +2.5% | 1,092,697 | $42.8M |
| Greenspring Advisors, LLC | 2.57% | Add +3.3% | 1,145,612 | $42.1M |
| Burton Enright Welch | 5.56% | Add +3.2% | 1,113,413 | $40.9M |
| Harbour Investments, Inc. | 0.62% | Add +80.5% | 1,095,652 | $40.3M |
| Great Oak Capital Partners, LLC | 9.25% | Add +3.8% | 1,048,651 | $39.8M |
| Fulton Bank, N.A. | 1.40% | Add +4.2% | 1,080,249 | $39.7M |
| Vise Technologies, Inc. | 0.77% | No change | 1,028,094 | $39.1M |
| Bridgewater Advisors Inc. | 2.30% | Add +6.0% | 967,302 | $38.6M |
| Exencial Wealth Advisors, LLC | 1.16% | Add +23.5% | 1,014,748 | $37.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.68% | Reduce -3.6% | 976,048 | $35.9M |
| OneDigital Investment Advisors LLC | 0.33% | Reduce -2.4% | 919,939 | $33.8M |
| Baird Financial Group, Inc. | 0.05% | Add +3.7% | 835,000 | $30.7M |
| Hippocratic Financial Advisors, LLC | 13.30% | Add +7.7% | 825,016 | $30.3M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -3.9% | 820,348 | $30.2M |
| Farther Finance Advisors, LLC | 0.27% | Add +1.8% | 781,419 | $28.9M |
| Stolz & Associates, PS | 19.95% | Add +6.9% | 735,902 | $28.6M |
| United Wealth Management, LLC | 7.08% | Add +3.5% | 775,275 | $28.5M |
| Integrity Advisory Solutions, LLC | 3.74% | Add +11.4% | 771,141 | $28.3M |
| GeoWealth Management, LLC | 1.01% | Add +3.7% | 761,437 | $28.0M |
| von Borstel & Associates, Inc. | 6.34% | Add +4.9% | 753,339 | $27.7M |
| AE Wealth Management LLC | 0.15% | Add +5.6% | 744,849 | $27.4M |
| Sax Wealth Advisors, LLC | 1.30% | Reduce -0.3% | 706,915 | $26.9M |
| True Wealth Design, LLC | 7.35% | Add +3.8% | 721,040 | $26.5M |
| Discipline Wealth Solutions, LLC | 2.78% | Add +144.4% | 717,922 | $26.4M |
| Efficient Advisors, LLC | 1.87% | Reduce -36.7% | 715,575 | $26.3M |
| Liberty Wealth Management LLC | 3.22% | Add +0.5% | 701,173 | $25.8M |
| LVZ, Inc. | 2.88% | Reduce -62.2% | 687,262 | $25.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +1.3% | 678,278 | $24.9M |
| Arlington Financial Advisors, LLC | 3.52% | Add +11.8% | 672,971 | $24.7M |
| WPWealth LLP | 3.77% | Add +10.6% | 670,658 | $24.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.7% | 654,862 | $24.1M |
| Sterling Wealth Management, Inc. | 6.53% | Add +5.6% | 647,105 | $23.8M |
| Integrity Alliance, Llc. | 0.90% | Add +4.2% | 642,119 | $23.6M |
| Savant Capital, LLC | 0.11% | Reduce -37.8% | 634,956 | $23.3M |
| CVA Family Office, LLC | 2.45% | Add +21.6% | 633,985 | $23.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.4% | 642,112 | $23.0M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 613,659 | $22.6M |
| Master's Wealth Management Inc. | 7.28% | Add +5.3% | 584,326 | $21.5M |
| Three Arch Wealth Management LLC | 3.83% | Add +6.6% | 579,210 | $21.3M |
| Lutz Financial Services LLC | 1.43% | Add +2.8% | 578,161 | $21.3M |
| Kooman & Associates | 6.19% | Add +2.2% | 564,766 | $20.8M |
| Oceanside Advisors LLC | 11.84% | Add +4.2% | 564,525 | $20.8M |
| Elser Financial Planning, Inc | 1.00% | New | 562,024 | $20.6M |
| Premier Financial Group | 3.46% | Add +3.9% | 544,507 | $20.3M |
| WCG Wealth Advisors LLC | 0.56% | Add +4.8% | 548,673 | $20.2M |
| G2 Capital Management, LLC / Oh | 4.87% | Add +1.5% | 545,526 | $20.1M |
| Opus Capital Group, LLC | 2.13% | Add +0.8% | 539,414 | $19.8M |
| MB Generational Wealth, LLC | 10.94% | Reduce -3.7% | 537,956 | $19.8M |
| Integrated Wealth Concepts LLC | 0.16% | Add +37.6% | 531,559 | $19.5M |
| Midwest Heritage Bank, FSB | 6.23% | Add +8.1% | 527,822 | $19.4M |
| Mills Wealth Advisors LLC | 6.54% | Add +2.0% | 509,703 | $18.7M |
| Legacy Financial Group, Inc. | 4.86% | Add +2.6% | 500,768 | $18.4M |
| Foundry Financial LLC | 7.71% | Add +31.2% | 495,413 | $18.2M |
| Tassel Capital Management, Inc. | 9.87% | Add +3.8% | 494,341 | $18.2M |
| NewEdge Advisors, LLC | 0.06% | Reduce -9.6% | 480,081 | $17.6M |
| Tandemgrowth Financial Advisors LLC | 16.37% | Reduce -2.0% | 472,628 | $17.4M |
| Intrepid Capital Management Inc. | 8.16% | Add +2.0% | 471,202 | $17.3M |
| HFM Investment Advisors, LLC | 6.65% | Add +3.8% | 470,386 | $17.3M |
| Envision Financial Planning, LLC | 6.14% | Add +5.0% | 461,427 | $17.0M |
| Stifel Financial Corp. | 0.02% | Reduce -2.5% | 457,067 | $16.8M |
| Syverson Strege & Co | 4.03% | Add +2.9% | 455,686 | $16.8M |
| Hutchinson Capital Management | 3.03% | Add +0.2% | 448,326 | $16.5M |
| Scratch Capital LLC | 9.31% | Add +12.6% | 442,179 | $16.3M |
| Savvy Advisors, Inc. | 0.43% | Add +21.7% | 435,710 | $16.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.5% | 430,939 | $15.8M |
| Websterrogers Financial Advisors, LLC | 4.50% | Add +4.8% | 427,843 | $15.7M |
| Wealth Advisors Northwest LLC | 6.52% | Add +7.3% | 422,684 | $15.5M |
| Level Financial Advisors | 3.93% | Add +3.5% | 419,389 | $15.4M |
| Entrust Financial LLC | 10.44% | Add +3.6% | 405,888 | $14.9M |
| TCP Asset Management, LLC | 1.92% | Add +1.0% | 405,660 | $14.9M |
| Royal Bank of Canada | 0.00% | Reduce -12.1% | 403,504 | $14.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.99% | Reduce -0.5% | 395,577 | $14.5M |
| Pinnacle Associates Ltd. | 0.19% | Reduce -0.5% | 395,577 | $14.5M |
| Burk Holdings LLC | 6.13% | Add +4.6% | 389,197 | $14.3M |
| Financial Harvest, LLC | 8.36% | Add +8.8% | 386,120 | $14.2M |
| Austin Asset Management Co Inc | 2.39% | Add +3.5% | 385,857 | $14.2M |
| Foundation Wealth Management, LLC\PA | 4.92% | Add +14.0% | 379,100 | $13.9M |
| 25 LLC | 4.22% | Add +6.7% | 372,073 | $13.7M |
| Brady Martz Wealth Solutions, LLC | 2.26% | Add +12.5% | 361,179 | $13.3M |
| Gemmer Asset Management LLC | 1.04% | Add +2.2% | 357,998 | $13.2M |
| Riverchase Wealth Management, LLC | 6.84% | Add +9.7% | 357,127 | $13.1M |
| Matauro, LLC | 1.89% | Reduce -13.4% | 356,644 | $13.1M |
| Applied Capital LLC | 4.83% | Add +4.2% | 351,635 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +149.4% | 346,257 | $12.7M |
| Cerity Partners LLC | 0.02% | Add +1771.8% | 343,961 | $12.6M |
| Heritage Wealth Management, Inc./Texas | 5.36% | Add +3.6% | 341,262 | $12.5M |
| Keating Financial Advisory Services, Inc. | 2.01% | Add +20.3% | 338,955 | $12.5M |
| Summit Wealth Group LLC / Co. | 1.29% | Reduce -6.2% | 333,490 | $12.3M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +1.7% | 333,173 | $12.2M |
| Parkshore Wealth Management, Inc. | 4.08% | Add +22.7% | 332,395 | $12.2M |
| Claris Advisors, LLC / Mo / | 3.62% | Add +2.2% | 329,334 | $12.1M |
| CPA Asset Management Group, LLC | 3.99% | Reduce -17.6% | 323,976 | $11.9M |
| M Holdings Securities, Inc. | 0.79% | Add +0.7% | 301,920 | $11.7M |
| GK Wealth Management LLC | 9.66% | New | 309,770 | $11.1M |
| DWR Wealth Management, LLC | 9.66% | Add +12.7% | 309,770 | $11.1M |
| Family Wealth Partners, LLC | 3.76% | Add +17.0% | 299,351 | $11.0M |
| Abel Hall, LLC | 2.28% | Add +2.9% | 290,952 | $10.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 287,882 | $10.6M |
| Silver Oak Wealth Advisors Services, LLC | 6.84% | Add +0.9% | 286,353 | $10.5M |
| Raffa Wealth Management, LLC | 1.64% | Add +4.5% | 285,578 | $10.5M |
| RFG Advisory, LLC | 0.19% | Reduce -15.6% | 284,993 | $10.5M |
| Invst, LLC | 1.16% | Reduce -0.5% | 279,566 | $10.3M |
| Weinberger Asset Management, Inc | 3.75% | Add +1.9% | 271,845 | $10.0M |
| Vestment Financial LLC | 4.69% | Add +4.4% | 253,005 | $10.0M |
| Arkadios Wealth Advisors | 0.16% | Reduce -3.3% | 269,074 | $9.9M |
| RCS Financial Planning, LLC | 4.93% | Reduce -2.9% | 258,740 | $9.5M |
| MML Investors Services, LLC | 0.03% | Add +14.9% | 258,217 | $9.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -1.8% | 256,844 | $9.4M |
| Vance Wealth, LLC | 2.72% | Add +2.5% | 256,470 | $9.4M |
| Trailhead Planners LLC | 9.00% | Add +5.6% | 254,968 | $9.4M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -16.6% | 254,484 | $9.4M |
| AdvisorNet Financial, Inc | 0.48% | Add +7.3% | 251,920 | $9.3M |
| Kaufman Rossin Wealth, LLC | 5.22% | Add +10.3% | 247,948 | $9.1M |
| WESCAP Management Group, Inc. | 1.78% | Add +7.3% | 246,399 | $9.1M |
| WorthPointe, LLC | 2.46% | Add +64.9% | 245,517 | $9.0M |
| Index Fund Advisors, Inc. | 0.41% | Add +107.2% | 244,817 | $9.0M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +2.4% | 241,805 | $8.9M |
| CogentBlue Wealth Advisors, LLC | 5.84% | Add +2.4% | 236,328 | $8.7M |
| CSP Financial Group, LLC | 8.81% | — | 234,162 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +14.6% | 231,443 | $8.5M |
| Lynch Investment Planning, LLC | 7.61% | Add +0.0% | 230,498 | $8.5M |
| Composition Wealth, LLC | 0.12% | Add +11.3% | 229,565 | $8.4M |
| Sollinda Capital Management LLC | 2.02% | Add +9.9% | 226,599 | $8.3M |
| Fiduciary Financial Group, LLC | 1.09% | Reduce -6.4% | 224,596 | $8.3M |
| Betterment LLC | 0.02% | Add +6.1% | 224,358 | $8.2M |
| Cardiff Park Advisors, LLC | 0.65% | Add +0.0% | 221,807 | $8.2M |
| Warburton Capital Management, LLC | 3.94% | Add +35.0% | 212,017 | $8.1M |
| Crown Wealth Group, LLC | 2.28% | Reduce -2.0% | 211,244 | $7.8M |
| Archford Capital Strategies, LLC | 0.88% | Reduce -7.6% | 209,990 | $7.7M |
| Quantinno Capital Management LP | 0.01% | Add +16.6% | 208,418 | $7.7M |
| Sanchez Levi Garrett | 4.71% | — | 204,197 | $7.5M |
| Kestra Investment Management, LLC | 0.13% | Add +112.5% | 198,262 | $7.3M |
| Tableaux LLC | 3.48% | Add +38.6% | 195,605 | $7.2M |
| Private Advisor Group, LLC | 0.03% | Add +18.8% | 195,461 | $7.2M |
| Security Financial Services, INC. | 1.13% | Add +1.8% | 194,945 | $7.2M |
| AA Financial Advisors, LLC | 1.00% | New | 192,213 | $7.1M |
| Disciplined Investments, LLC | 2.53% | Add +15.9% | 191,629 | $7.0M |
| REDW Wealth LLC | 2.74% | Reduce -23.5% | 186,624 | $6.9M |
| Concurrent Investment Advisors, LLC | 0.07% | New | 186,599 | $6.9M |
| ArborFi Advisors, LLC | 5.51% | Add +1.5% | 183,764 | $6.8M |
| Ullmann Wealth Partners Group, LLC | 0.69% | Reduce -34.3% | 181,200 | $6.7M |
| Waycross Investment Management Co | 6.34% | Reduce -5.8% | 180,480 | $6.6M |
| E-Wealth Partners, LLC | 5.35% | Add +9.4% | 179,723 | $6.6M |
| Optimus Capital Advisors, LLC | 3.85% | Reduce -1.9% | 177,222 | $6.5M |
| AlTi Global, Inc. | 0.14% | Reduce -83.0% | 176,300 | $6.5M |
| Tortoise Investment Management, LLC | 0.52% | Add +25.9% | 172,151 | $6.3M |
| Vested Financial Planning, LLC | 4.72% | Add +0.4% | 168,632 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.1% | 168,601 | $6.2M |
| BluePrint Investing LLC | 5.48% | Add +0.7% | 167,661 | $6.2M |
| Bridge Generations Wealth Management LLC | 3.51% | Add +9.3% | 166,648 | $6.1M |
| Shore Point Advisors, LLC | 2.40% | Add +4.2% | 200,401 | $6.1M |
| Entelevest, LLC | 6.24% | Add +15.9% | 165,026 | $6.1M |
| Altiora Financial Group, LLC | 0.98% | Reduce -0.3% | 161,674 | $5.9M |
| Strathmore Capital Advisors, Inc. | 1.66% | Add +16.2% | 150,153 | $5.9M |
| Aspen Wealth Management LLC | 1.16% | Add +36.5% | 157,688 | $5.8M |
| Jackson Thornton Wealth Management, LLC | 0.51% | Add +50.5% | 148,891 | $5.6M |
| Robinson Smith Wealth Advisors LLC | 3.76% | Add +23.9% | 151,159 | $5.6M |
| Parkwoods Wealth Partners, LLC | 1.36% | Add +77.5% | 150,903 | $5.5M |
| Financial Connections Group, Inc. | 1.92% | Add +13.0% | 150,502 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +38.0% | 149,466 | $5.4M |
| Acorn Wealth Advisors, LLC | 1.56% | Add +24.5% | 145,925 | $5.4M |
| Layline Advisors, LLC | 5.90% | — | 143,409 | $5.3M |
| GEM Asset Management, LLC | 2.31% | Add +15.8% | 142,442 | $5.2M |
| Waterfront Wealth Inc. | 0.96% | Add +36.8% | 142,358 | $5.2M |
| Corus Family Wealth Advisors | 4.04% | Add +17.5% | 135,083 | $5.0M |
| Strategic Investment Solutions, Inc. | 1.15% | Reduce -9.2% | 129,529 | $4.8M |
| BetterWealth, LLC | 0.93% | Reduce -3.4% | 128,950 | $4.7M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -1.9% | 128,831 | $4.7M |
| HMV Wealth Advisors, LLC | 2.20% | Add +26.2% | 127,195 | $4.7M |
| Emprise Bank | 1.87% | Add +81.5% | 126,414 | $4.6M |
| Cherry Tree Wealth Management, LLC | 0.96% | Add +3.6% | 123,935 | $4.6M |
| Creative Planning | 0.00% | Add +60.4% | 123,716 | $4.5M |
| Strategent Financial, LLC | 2.92% | Add +15.6% | 116,876 | $4.3M |
| Northwest Wealth Management, LLC | 0.64% | Add +29.8% | 116,673 | $4.3M |
| Blue Trust, Inc. | 0.05% | Add +3.4% | 115,577 | $4.2M |
| L & S Advisors Inc | 0.53% | Add +0.8% | 114,917 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.31% | Add +2.9% | 114,274 | $4.2M |
| Wealth Management Strategies, Inc. | 1.86% | Add +3.3% | 112,093 | $4.1M |
| Tru Independence Asset Management 2, LLC | 2.51% | Add +3.8% | 111,011 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +2.6% | 109,843 | $4.0M |
| PFG Advisors | 0.20% | Add +7.5% | 109,273 | $4.0M |
| BDFS Capital LLC | 1.89% | Add +6.2% | 107,102 | $3.9M |
| Integrity Investment Advisors, LLC | 2.13% | Add +0.9% | 107,089 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -60.3% | 106,979 | $3.9M |
| Bryant Woods Investment Advisors, LLC | 1.40% | Add +16.1% | 103,445 | $3.8M |
| City State Bank | 0.99% | Add +32.7% | 103,287 | $3.8M |
| Transcend Capital Advisors, LLC | 0.30% | Add +1.1% | 103,085 | $3.8M |
| AQR Capital Management | 0.00% | Add +27.3% | 101,874 | $3.7M |
| Thayer Financial, L.L.C. | 3.77% | Add +5.5% | 100,361 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 98,317 | $3.6M |
| Torren Management, LLC | 1.79% | Add +0.6% | 97,852 | $3.6M |
| Friday Financial | 1.23% | Add +8.0% | 97,447 | $3.6M |
| Evanson Asset Management, LLC | 0.19% | Add +8.8% | 96,671 | $3.6M |
| Two West Capital Advisors LLC | 1.85% | Reduce -0.4% | 89,797 | $3.5M |
| Connecticut Capital Management Group, LLC | 3.30% | Reduce -3.5% | 95,053 | $3.5M |
| Dopkins Wealth Management, LLC | 1.38% | Add +6.2% | 93,533 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.8% | 93,410 | $3.4M |
| HBE Wealth Management, LLC | 2.92% | Add +12.2% | 91,116 | $3.3M |
| McCartney Wealth Management LLC | 2.76% | Add +2.6% | 89,113 | $3.3M |
| Intelligence Driven Advisers, LLC | 0.56% | Reduce -6.0% | 86,632 | $3.2M |
| Summit Wealth Group, LLC | 0.73% | Add +4.1% | 86,330 | $3.2M |
| Caprock Group, LLC | 0.08% | Add +0.1% | 84,910 | $3.1M |
| Capstone Wealth Management, Inc. | 2.58% | Add +0.0% | 82,028 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.05% | Add +15.6% | 82,493 | $3.0M |
| Arcadia Wealth Management, Inc. | 1.63% | Add +3.0% | 82,005 | $3.0M |
| XY Planning Network, Inc. | 0.48% | Add +5.5% | 81,277 | $3.0M |
| Outbound Financial Inc | 2.24% | Reduce -5.2% | 81,251 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -14.5% | 79,894 | $2.9M |
| Investmark Advisory Group LLC | 1.19% | Reduce -0.3% | 75,888 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -19.7% | 75,873 | $2.8M |
| Signaturefd, LLC | 0.04% | Add +299.2% | 75,278 | $2.8M |
| Boyce & Associates Wealth Consulting, Inc. | 2.08% | Add +0.0% | 74,618 | $2.7M |
| Focus Financial Network, Inc. | 0.10% | Add +7.6% | 73,772 | $2.7M |
| Nwam LLC | 0.15% | Add +5.0% | 70,841 | $2.6M |
| Vantage Point Financial LLC | 0.91% | Add +1.0% | 70,119 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -12.4% | 68,886 | $2.5M |
| Clear Creek Financial Management, LLC | 0.19% | Add +14.8% | 67,892 | $2.5M |
| Coston, McIsaac & Partners | 0.56% | Add +5.5% | 67,426 | $2.5M |
| Daner Wealth Management, LLC | 1.46% | Add +43.6% | 62,213 | $2.5M |
| Citigroup Inc. | 0.00% | Add +33.9% | 66,669 | $2.5M |
| Approach Retirement Advisors, LLC | 1.98% | Add +1.4% | 64,636 | $2.4M |
| Fidelis Capital Partners, LLC | 0.17% | No change | 64,394 | $2.4M |
| Atria Investments, Inc | 0.03% | New | 62,809 | $2.3M |
| First Heartland Consultants, Inc. | 0.18% | New | 62,630 | $2.3M |
| Washington Trust Advisors, Inc. | 0.18% | Reduce -2.2% | 61,171 | $2.2M |
| Choreo, LLC | 0.03% | Add +680.4% | 60,334 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +23.4% | 59,314 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -42.5% | 59,226 | $2.2M |
| Everest Private Wealth | 1.10% | Add +142.7% | 59,190 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +29.7% | 57,674 | $2.1M |
| Simplicity Wealth,LLC | 0.12% | Reduce -12.7% | 57,465 | $2.1M |
| Firethorn Wealth Partners, LLC | 0.77% | Reduce -1.3% | 57,076 | $2.1M |
| RAM Investment Partners, LLC | 0.37% | Add +116.0% | 57,031 | $2.1M |
| Viawealth, LLC | 1.16% | Reduce -0.7% | 56,826 | $2.1M |
| Keb Asset Management, LLC | 0.40% | Reduce -6.2% | 56,359 | $2.1M |
| Wolfstich Capital, LLC | 1.81% | Reduce -18.1% | 57,708 | $2.1M |
| International Private Wealth Advisors LLC | 1.25% | Add +23.2% | 55,685 | $2.0M |
| Cherrydale Wealth Management, LLC | 0.63% | Add +0.3% | 55,194 | $2.0M |
| Kane Co Wealth Management, Inc. | 1.70% | Add +22.1% | 54,864 | $2.0M |
| Everest Financial Group LLC | 0.33% | New | 54,441 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Add +689.5% | 53,966 | $2.0M |
| MSA Advisors, LLC | 0.59% | New | 53,725 | $2.0M |
| Brookstone Capital Management | 0.02% | Add +57.5% | 52,763 | $1.9M |
| Beacon Financial Advisory LLC | 0.42% | Add +0.7% | 50,550 | $1.9M |
| SageView Advisory Group, LLC | 0.07% | Reduce -4.5% | 49,879 | $1.8M |
| Mattern Capital Management, LLC | 0.22% | Add +49.1% | 49,586 | $1.8M |
| K2 Financial Inc. | 1.29% | Reduce -2.4% | 45,225 | $1.8M |
| Accretive Wealth Partners, LLC | 0.48% | New | 46,158 | $1.7M |
| Balance Wealth Partners LLC | 0.52% | Reduce -1.5% | 45,620 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.2% | 44,382 | $1.6M |
| Andrews, Lucia Wealth Management LLC | 0.97% | Add +5.6% | 44,164 | $1.6M |
| Argyle Capital Partners, LLC | 1.16% | Add +9.6% | 43,715 | $1.6M |
| Donalies Financial Planning, LLC | 1.33% | Reduce -5.6% | 42,425 | $1.6M |
| First Financial Group Corp | 1.24% | Add +11.5% | 41,352 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -2.4% | 39,833 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 0.97% | Reduce -1.5% | 39,814 | $1.5M |
| Inspire Advisors, LLC | 0.12% | New | 38,831 | $1.4M |
| Arcadia Wealth Management, LLC | 0.51% | Reduce -11.9% | 38,201 | $1.4M |
| Triad Wealth Partners, LLC | 0.11% | Add +20.8% | 38,004 | $1.4M |
| Sei Investments Co. | 0.00% | Add +41.4% | 36,933 | $1.4M |
| American Investment Services, Inc. | 0.30% | Reduce -2.6% | 36,631 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.51% | Add +3.5% | 36,242 | $1.3M |
| Broadhurst Jeffrey B | 1.35% | Add +0.0% | 35,785 | $1.3M |
| Ascentis Independent Advisors | 0.10% | Add +42.0% | 35,488 | $1.3M |
| Madrid Wealth Management, LLC | 0.93% | Reduce -0.3% | 33,635 | $1.2M |
| Samalin Investment Counsel, LLC | 0.44% | Add +8.7% | 33,457 | $1.2M |
| Tandem Financial, LLC | 0.41% | New | 32,980 | $1.2M |
| Fischer Investment Strategies, LLC | 0.69% | Reduce -0.0% | 32,162 | $1.2M |
| GTS Securities LLC | 0.04% | New | 31,747 | $1.2M |
| Innovative Asset Advisors Group, LLC | 0.66% | — | 31,124 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.19% | New | 30,977 | $1.1M |
| GEN Financial Management, INC. | 0.69% | Add +0.5% | 30,356 | $1.1M |
| Arax Advisory Partners | 0.03% | Add +20.3% | 29,656 | $1.1M |
| Global Financial Private Client, LLC | 0.36% | Add +457.2% | 30,017 | $1.1M |
| Ponta Wealth Partners, LLC | 0.89% | Add +17.3% | 30,012 | $1.1M |
| &partners | 0.01% | Add +1.7% | 29,891 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 28,793 | $1.1M |
| Vistica Wealth Advisors, LLC | 1.05% | Reduce -5.6% | 28,734 | $1.1M |
| Landing Point Financial Group, LLC | 0.50% | Add +2.1% | 28,191 | $1.0M |
| SpringVest Wealth Management LLC | 0.66% | Reduce -2.6% | 26,441 | $972K |
| TCFG Wealth Management, LLC | 0.34% | Reduce -2.3% | 24,584 | $904K |
| TCFG Investment Advisors, LLC | 0.34% | — | 24,584 | $904K |
| Axis Wealth Partners, LLC | 0.47% | Add +7.9% | 24,221 | $890K |
| Forteris Wealth Management Inc. | 0.84% | Add +5.5% | 23,836 | $876K |
| Wealthspan Partners, LLC | 0.29% | Reduce -3.4% | 22,581 | $830K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 22,512 | $828K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1870.4% | 22,463 | $826K |
| Vestia Personal Wealth Advisors | 0.39% | New | 22,323 | $821K |
| Glassy Mountain Advisors, Inc. | 0.25% | Add +4.5% | 22,289 | $819K |
| Herold Advisors, Inc. | 0.18% | Add +1.0% | 21,930 | $806K |
| Hardy Reed LLC | 0.06% | Add +85.4% | 21,762 | $800K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.9% | 21,329 | $784K |
| Mattern Wealth Management LLC | 0.15% | Reduce -46.9% | 21,087 | $775K |
| Belleair Asset Management, LLC | 0.71% | Add +19.0% | 21,066 | $774K |
| Empire Financial Management Company, LLC | 0.17% | Add +2.6% | 20,909 | $769K |
| Cascade Wealth Advisors, Inc | 0.33% | No change | 18,992 | $755K |
| Oder Investment Management, LLC | 0.58% | Add +20.4% | 20,523 | $754K |
| Pacific Asset Management, LLC | 0.41% | Add +0.2% | 19,962 | $734K |
| tru Independence LLC | 0.36% | Reduce -24.4% | 19,894 | $731K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -9.3% | 19,813 | $728K |
| Diversify Wealth Management, LLC | 0.01% | New | 18,523 | $722K |
| Poinciana Advisors Group, LLC | 0.56% | No change | 19,411 | $714K |
| Summit Financial, LLC | 0.01% | Add +78.2% | 19,251 | $708K |
| Hutchens & Kramer Investment Management Group, LLC | 0.22% | Add +32.4% | 19,016 | $699K |
| SC&H Financial Advisors, Inc. | 0.10% | Reduce -3.3% | 18,728 | $688K |
| Gibraltar Capital Management, Inc. | 0.12% | Add +0.5% | 18,685 | $687K |
| Factor Wealth Management LTD | 0.12% | Add +0.0% | 17,885 | $657K |
| Aspiriant, LLC | 0.02% | No change | 17,299 | $636K |
| Lauterbach Financial Advisors, LLC | 0.30% | Add +28.7% | 16,958 | $623K |
| BIP Wealth, LLC | 0.03% | Reduce -27.8% | 16,868 | $620K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.9% | 16,629 | $611K |
| Shearwater Capital LLC | 0.32% | No change | 16,574 | $609K |
| Freedom Day Solutions, LLC | 0.16% | New | 16,215 | $596K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.2% | 16,178 | $595K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.7% | 16,119 | $593K |
| Csenge Advisory Group | 0.03% | Reduce -5.3% | 15,587 | $573K |
| Fiduciary Alliance LLC | 0.03% | New | 14,641 | $567K |
| EnRich Financial Partners LLC | 0.15% | Reduce -1.4% | 15,255 | $561K |
| FMR LLC | 0.00% | Add +283.4% | 15,046 | $553K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 14,993 | $551K |
| Stewardship Advisors, LLC | 0.13% | Add +0.9% | 14,890 | $547K |
| Bedel Financial Consulting, Inc. | 0.06% | Add +161.4% | 14,817 | $545K |
| Heritage Investment Group, Inc. | 0.08% | No change | 14,791 | $544K |
| Wells Fargo & Company | 0.00% | Add +7.1% | 14,682 | $540K |
| Lionshead Wealth Management, LLC | 0.40% | Reduce -19.1% | 14,670 | $539K |
| Nova R Wealth, Inc. | 0.17% | Add +0.3% | 14,571 | $536K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -11.3% | 14,566 | $535K |
| Ballast Rock Private Wealth LLC | 0.29% | Reduce -3.8% | 14,282 | $525K |
| Elevate Wealth Advisory, Inc. | 0.33% | Add +18.8% | 14,250 | $524K |
| Quadcap Wealth Management, LLC | 0.06% | Add +0.2% | 13,930 | $512K |
| IFP Advisors, Inc | 0.01% | No change | 13,826 | $508K |
| ARK & TLK Investments, LLC | 0.14% | Reduce -3.5% | 13,788 | $507K |
| Avondale Wealth Management | 0.24% | Add +36.2% | 13,512 | $497K |
| Awm Capital, LLC | 0.04% | Add +0.3% | 13,460 | $495K |
| Fortis Capital Management LLC | 0.07% | No change | 13,420 | $493K |
| Plancorp, LLC | 0.01% | Add +26.6% | 12,997 | $493K |
| First Foundation Advisors | 0.02% | No change | 13,388 | $492K |
| Unison Advisors LLC | 0.04% | Add +0.3% | 13,341 | $490K |
| Global Trust Asset Management, LLC | 0.18% | No change | 12,722 | $468K |
| HRT Financial LP | 0.00% | New | 12,264 | $450K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 12,241 | $450K |
| Fifth Third Bancorp | 0.00% | New | 12,054 | $443K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +12.0% | 12,008 | $441K |
| XTX Topco Ltd | 0.01% | Add +103.3% | 11,907 | $438K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -24.5% | 11,896 | $437K |
| LRI Investments, LLC | 0.04% | Add +2.3% | 11,882 | $437K |
| Navigoe, LLC | 0.25% | No change | 11,680 | $429K |
| AlphaCore Capital LLC | 0.01% | Reduce -0.8% | 11,601 | $426K |
| Cogent Private Wealth, Inc. | 0.31% | Reduce -5.5% | 11,576 | $426K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,512 | $423K |
| Angeles Wealth Management, LLC | 0.02% | No change | 11,478 | $422K |
| Nalls Sherbakoff Group, LLC | 0.30% | No change | 11,278 | $415K |
| Curio Wealth, LLC | 0.14% | Reduce -20.2% | 10,906 | $401K |
| Accurate Wealth Management, LLC | 0.05% | New | 10,562 | $401K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 10,860 | $399K |
| Perigon Wealth Management, LLC | 0.01% | No change | 10,852 | $399K |
| Disciplined Equity Management, Inc. | 0.20% | No change | 10,840 | $398K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | Reduce -7.7% | 10,687 | $393K |
| Hanover Advisors Inc. | 0.16% | No change | 10,432 | $383K |
| Stenger Family Office, LLC | 0.07% | New | 10,253 | $377K |
| Delos Wealth Advisors, LLC | 0.21% | New | 10,018 | $368K |
| Cogent Strategic Wealth LLC | 0.38% | Add +0.5% | 9,994 | $367K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -13.6% | 9,898 | $364K |
| Clark Asset Management, LLC | 0.03% | No change | 9,802 | $360K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -21.8% | 9,700 | $357K |
| Belpointe Asset Management LLC | 0.01% | Reduce -21.8% | 9,700 | $357K |
| Lynx Investment Advisory | 0.17% | New | 9,682 | $356K |
| US Bancorp \de | 0.00% | Add +0.7% | 9,644 | $355K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.3% | 9,254 | $340K |
| IHT Wealth Management, LLC | 0.01% | New | 9,226 | $339K |
| Zhang Financial LLC | 0.01% | Reduce -39.1% | 8,968 | $330K |
| Richard Young Associates, Ltd. | 0.25% | Add +0.3% | 8,961 | $329K |
| Brown Advisory Inc. | 0.00% | No change | 8,833 | $325K |
| Jane Street Group, LLC | 0.00% | New | 8,775 | $323K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Add +0.3% | 8,460 | $314K |
| Signet Financial Management, LLC | 0.03% | Reduce -11.1% | 8,318 | $306K |
| Hilltop Holdings Inc. | 0.03% | Add +6.0% | 8,256 | $303K |
| Aerodigm Wealth, LLC | 0.11% | Add +8.4% | 8,194 | $301K |
| Capstone Wealth Management, LLC | 0.21% | New | 8,066 | $297K |
| Squire Investment Management Company, LLC | 0.08% | Add +3.0% | 7,932 | $292K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.3% | 7,786 | $286K |
| Mission Wealth Management, LP | 0.01% | No change | 7,731 | $284K |
| Saxony Capital Management, LLC | 0.16% | No change | 7,500 | $276K |
| Hancock Whitney Corp. | 0.00% | No change | 7,479 | $275K |
| Susquehanna International Group, LLP | 0.00% | Add +2.9% | 7,448 | $274K |
| Resolute Wealth Advisor, Inc. | 0.15% | — | 7,288 | $268K |
| RHL Group, LLC | 0.23% | Add +16.6% | 7,205 | $265K |
| Oath Planning, LLC | 0.23% | Add +4.3% | 7,117 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +10.6% | 7,055 | $259K |
| American Capital Advisory, LLC | 0.10% | Add +19.5% | 7,014 | $258K |
| Northern Trust Corp. | 0.00% | Add +7.2% | 6,865 | $252K |
| Willis Johnson & Associates, Inc. | 0.01% | Reduce -0.1% | 6,761 | $249K |
| Tufton Capital Management | 0.05% | New | 6,765 | $248K |
| Advyzon Investment Management, LLC | 0.02% | Add +8.1% | 6,743 | $248K |
| 55 North Private Wealth, LLC | 0.06% | Reduce -39.7% | 6,723 | $247K |
| Aspire Private Capital, LLC | 0.06% | Reduce -2.8% | 6,690 | $246K |
| Thrive Wealth Management, LLC | 0.04% | New | 6,468 | $238K |
| Bank of New York Mellon Corp | 0.00% | New | 6,443 | $237K |
| IFG Advisory, LLC | 0.68% | New | 6,406 | $235K |
| Stratos Investment Management, LLC | 0.01% | Reduce -47.4% | 6,400 | $235K |
| FMB Wealth Management | 0.10% | No change | 6,372 | $234K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.0% | 6,350 | $233K |
| Rossby Financial, LCC | 0.05% | New | 6,306 | $233K |
| Reyes Financial Architecture, Inc. | 0.19% | No change | 6,329 | $233K |
| Physician Wealth Solutions Inc. | 0.09% | No change | 6,238 | $229K |
| Mgo One Seven LLC | 0.00% | Reduce -72.9% | 6,132 | $225K |
| BlackRock, Inc. | 0.00% | No change | 6,080 | $224K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 5,954 | $219K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,910 | $217K |
| Selective Wealth Management, Inc. | 0.06% | New | 5,423 | $211K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 5,700 | $210K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -24.3% | 5,684 | $209K |
| Pasadena Private Wealth, LLC | 0.03% | New | 5,673 | $209K |
| Clarion Wealth Managment Partners, LLC | 0.19% | New | 5,653 | $208K |
| Dixon Fnancial Services, Inc. | 0.09% | Add +3.4% | 5,573 | $205K |
| Compound Planning, Inc. | 0.01% | Reduce -31.3% | 5,557 | $204K |
| Elevated Financial Group LLC | 0.07% | Reduce -11.4% | 5,549 | $204K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -0.4% | 5,522 | $203K |
| Generations Wealth, LLC | 0.20% | Add +0.1% | 5,518 | $203K |
| Consilio Wealth Advisors, LLC | 0.06% | New | 5,509 | $202K |
| Total Clarity Wealth Management, Inc. | 0.05% | Add +1.3% | 5,469 | $201K |
| Hollencrest Capital Management | 0.01% | No change | 5,449 | $200K |
| Maseco LLP | 0.00% | Reduce -39.2% | 4,127 | $152K |
| Silver Grove Financial Group, Inc. | 0.12% | Reduce -82.7% | 3,978 | $146K |
| Cwm, LLC | 0.00% | Reduce -92.2% | 3,898 | $143K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.1% | 3,880 | $143K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 3,819 | $140K |
| Assetmark, Inc. | 0.00% | Add +1442.3% | 3,424 | $126K |
| UMB Bank, n.a. | 0.00% | No change | 3,367 | $124K |
| Blair William & Co. | 0.00% | New | 3,244 | $119K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 3,191 | $117K |
| SJS Investment Consulting Inc. | 0.01% | Add +11.3% | 3,167 | $116K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,876 | $106K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 2,666 | $98K |
| HM Payson & Co. | 0.00% | No change | 2,600 | $96K |
| Seneschal Advisors, LLC | 0.07% | No change | 2,484 | $91K |
| Morse Asset Management, Inc | 0.02% | No change | 2,258 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Add +403.9% | 2,182 | $80K |
| Robinswood Financial LLC | 0.03% | No change | 2,170 | $80K |
| Fortitude Family Office, LLC | 0.02% | No change | 2,000 | $74K |
| MAI Capital Management | 0.00% | No change | 1,874 | $69K |
| Millstone Evans Group, LLC | 0.04% | Reduce -1.8% | 1,801 | $66K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -11.3% | 1,763 | $65K |
| Vanguard Advisers Inc. | 0.00% | — | 1,758 | $65K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,744 | $64K |
| Forum Finance Group S.A. | 0.03% | — | 2,130 | $63K |
| Spire Wealth Management | 0.00% | Reduce -88.0% | 1,650 | $61K |
| CX Institutional | 0.00% | Add +0.3% | 1,643 | $60K |
| Triumph Capital Management | 0.01% | Add +0.3% | 1,573 | $58K |
| Fairscale Capital, LLC | 0.04% | No change | 1,572 | $58K |
| Investors Portfolio Services LLC | 0.05% | No change | 1,569 | $58K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 1,513 | $56K |
| Timmons Wealth Management, LLC | 0.05% | No change | 1,487 | $55K |
| Topsail Wealth Management, LLC | 0.01% | New | 1,368 | $50K |
| Archer Investment Corp | 0.01% | New | 1,213 | $45K |
| Asset Dedication, LLC | 0.00% | Add +0.3% | 1,195 | $44K |
| Hurley Capital, LLC | 0.02% | New | 966 | $35K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +94.1% | 883 | $32K |
| Geneos Wealth Management Inc. | 0.00% | No change | 880 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.0% | 879 | $32K |
| Team Financial Group, LLC | 0.01% | No change | 744 | $27K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +101.3% | 596 | $22K |
| Rothschild Investment LLC | 0.00% | Reduce -47.8% | 582 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.6% | 589 | $21K |
| Marshall Investment Management, LLC | 0.01% | New | 574 | $21K |
| CoreCap Advisors, LLC | 0.00% | Add +54800.0% | 549 | $20K |
| Lodestone Wealth Management LLC | 0.01% | No change | 532 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 524 | $19K |
| Providence Capital Advisors, LLC | 0.00% | No change | 493 | $18K |
| Glassman Wealth Services | 0.00% | No change | 461 | $17K |
| DecisionPoint Financial, LLC | 0.00% | No change | 430 | $16K |
| SHP Wealth Management | 0.00% | New | 424 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 423 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -3.1% | 412 | $15K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 410 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 358 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 334 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 291 | $11K |
| Kings Path Partners LLC | 0.00% | Add +12.4% | 280 | $10K |
| Bfsg, LLC | 0.00% | No change | 257 | $9K |
| West Financial Advisors, LLC | 0.00% | No change | 250 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 241 | $9K |
| Pacific Center for Financial Services | 0.00% | New | 184 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 150 | $6K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 116 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 79 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | New | 65 | $2K |
| Integrity Financial Corp | 0.00% | No change | 53 | $2K |
| Abound Wealth Management | 0.00% | No change | 45 | $2K |
| Manning & Napier Advisors LLC | 0.00% | No change | 41 | $2K |
| Lam Group, Inc. | 0.00% | New | 40 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 30 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 24 | $882 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 17 | $625 |
| Sound Income Strategies, LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is DUHP's weight in each manager's 13F, not the share of Dimensional US High Profi Et the manager owns.