BlackRock ETF Trust - BALI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,414,161 | 115,501 | 0.03% | 0.02% | 1 | +1,553,460 | 83.49% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 2,941,497 | 99,510 | 0.02% | 0.01% | 2 | +1,108,710 | 60.49% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,040,344 | 69,029 | 0.01% | 0.01% | 3 | -32,819 | -1.58% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 1,818,179 | 61,508 | 0.0% | 0.0% | 4 | -474,337 | -20.69% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,791,732 | 60,614 | 0.0% | 0.0% | 5 | +578,764 | 47.71% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,227,887 | 41,539 | 0.04% | 0.02% | 6 | +588,700 | 92.1% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,059,173 | 35,831 | 0.01% | 0.01% | 7 | +174,938 | 19.78% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,021,583 | 34,560 | 0.02% | 0.02% | 8 | +100,732 | 10.94% | Q2 2026 | Aug 12, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | Added to | 737,000 | 24,932 | 1.45% | 0.74% | 9 | +371,000 | 101.37% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 680,906 | 23,035 | 0.61% | 0.62% | 10 | -31,696 | -4.45% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 629,891 | 21,309 | 0.03% | 0.02% | 11 | +145,514 | 30.04% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 611,347 | 20,681 | 0.03% | 0.01% | 12 | +303,033 | 98.29% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 613,047 | 20,622 | 0.0% | 0.0% | 13 | +161,468 | 35.76% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 568,583 | 19,235 | 0.09% | 0.05% | 14 | +296,752 | 109.17% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Added to | 561,949 | 19,010 | 0.0% | 0.0% | 15 | +220,127 | 64.4% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 524,311 | 17,737 | 0.17% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 417,961 | 14,139 | 0.02% | 0.02% | 17 | +145,184 | 53.22% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 332,722 | 11,255 | 0.0% | 0.0% | 18 | +320,037 | 2522.96% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 321,436 | 10,874 | 1.12% | 1.06% | 19 | -291,260 | -47.54% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 317,087 | 10,727 | 0.02% | 0.01% | 20 | +160,844 | 102.94% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 310,798 | 10,514 | 0.97% | 2.02% | 21 | +3,387 | 1.1% | Q2 2026 | Aug 14, 2026 |
| Decker Wealth Management LLC | History | New | 306,848 | 10,380 | 2.2% | — | 22 | +306,848 | New | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | Added to | 303,602 | 10,270 | 0.07% | 0.0% | 23 | +298,480 | 5827.41% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 247,864 | 8,348 | 0.14% | — | 25 | +247,864 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 247,864 | 8,348 | 0.14% | 0.1% | 24 | +77,961 | 45.89% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 242,173 | 8,192 | 0.05% | 0.04% | 26 | +59,314 | 32.44% | Q2 2026 | Aug 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 262,159 | 8,077 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 224,445 | 7,592 | 4.26% | 4.57% | 28 | -6,204 | -2.69% | Q2 2026 | Jul 23, 2026 |
| Next Level Private LLC | History | Added to | 195,796 | 6,623 | 1.3% | 1.03% | 29 | +48,336 | 32.78% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 180,670 | 6,112 | 0.36% | 0.37% | 30 | +2,462 | 1.38% | Q2 2026 | Jul 27, 2026 |
| JB Capital LLC | History | Added to | 168,381 | 5,696 | 0.2% | 0.12% | 31 | +68,349 | 68.33% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 164,563 | 5,567 | 0.01% | 0.0% | 32 | +154,112 | 1474.61% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 159,441 | 5,394 | 0.03% | 0.02% | 33 | +76,129 | 91.38% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 157,022 | 5,312 | 0.02% | 0.02% | 34 | +34,158 | 27.8% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 142,708 | 4,827 | 0.24% | 0.12% | 35 | +71,461 | 100.3% | Q2 2026 | Jul 20, 2026 |
| Keeler Thomas Management LLC | History | New | 122,118 | 4,131 | 1.46% | — | 36 | +122,118 | New | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 110,274 | 3,730 | 0.08% | 0.06% | 37 | +30,657 | 38.51% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 108,036 | 3,708 | 0.22% | 0.21% | 38 | +20,602 | 23.56% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 106,187 | 3,592 | 0.0% | 0.0% | 39 | +3,556 | 3.46% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | Added to | 105,576 | 3,571 | 0.38% | 0.36% | 41 | +10,765 | 11.35% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 105,580 | 3,571 | 0.07% | 0.07% | 40 | +9,423 | 9.8% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 105,446 | 3,567 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Semus Wealth Partners LLC | History | Added to | 92,395 | 3,125 | 1.51% | 1.48% | 43 | +6,201 | 7.19% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | Added to | 82,596 | 2,794 | 0.6% | 0.44% | 44 | +24,120 | 41.25% | Q2 2026 | Jul 14, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 82,531 | 2,792 | 0.25% | 0.19% | 45 | +21,250 | 34.68% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 81,581 | 2,759 | 0.28% | — | 46 | +81,581 | New | Q2 2026 | Aug 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 80,714 | 2,730 | 0.49% | 0.51% | 47 | +2,983 | 3.84% | Q2 2026 | Jul 21, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 77,637 | 2,626 | 0.93% | 0.73% | 48 | +19,193 | 32.84% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 76,465 | 2,587 | 0.0% | 0.0% | 49 | +76,019 | 17044.62% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | New | 74,096 | 2,506 | 0.11% | — | 50 | +74,096 | New | Q2 2026 | Jul 27, 2026 |
| ARWA LLC | History | Added to | 72,833 | 2,474 | 1.03% | 0.17% | 51 | +61,638 | 550.59% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,321 | 2,378 | 0.01% | 0.01% | 52 | +25,238 | 55.98% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 69,909 | 2,365 | 0.31% | 0.36% | 53 | +4,960 | 7.64% | Q2 2026 | Aug 04, 2026 |
| Simplicity Wealth,LLC | History | New | 67,464 | 2,282 | 0.08% | — | 54 | +67,464 | New | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 64,579 | 2,184 | 0.02% | 0.01% | 55 | +26,728 | 70.61% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 62,796 | 2,124 | 0.67% | 0.4% | 56 | +26,682 | 73.88% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | Added to | 62,004 | 2,097 | 0.0% | 0.0% | 57 | +15,328 | 32.84% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 56,840 | 1,922 | 0.01% | 0.01% | 58 | +23,620 | 71.1% | Q2 2026 | Sep 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 56,074 | 1,896 | 0.01% | 0.01% | 59 | +15,078 | 36.78% | Q2 2026 | Jul 17, 2026 |
| FIRST HORIZON CORP | History | No change | 54,555 | 1,845 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 53,838 | 1,821 | 0.0% | 0.0% | 61 | +7,695 | 16.68% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 53,394 | 1,800 | 0.13% | 0.23% | 62 | -34,480 | -39.24% | Q2 2026 | Jul 29, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 49,855 | 1,679 | 0.88% | 0.88% | 63 | +4,839 | 10.75% | Q2 2026 | Aug 07, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 46,679 | 1,579 | 0.05% | 0.07% | 64 | -7,809 | -14.33% | Q2 2026 | Jul 22, 2026 |
| Invst, LLC | History | Added to | 44,997 | 1,522 | 0.15% | 0.1% | 65 | +16,595 | 58.43% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 44,403 | 1,502 | 0.02% | 0.02% | 66 | -7,042 | -13.69% | Q2 2026 | Aug 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 42,279 | 1,430 | 0.32% | 0.12% | 67 | +16,632 | 64.85% | Q2 2026 | Jul 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 40,089 | 1,356 | 0.14% | 0.14% | 68 | +242 | 0.61% | Q2 2026 | Jul 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | New | 39,425 | 1,344 | 0.27% | — | 69 | +39,425 | New | Q2 2026 | Aug 06, 2026 |
| Embree Financial Group | History | Added to | 36,783 | 1,244 | 0.12% | 0.05% | 70 | +21,886 | 146.92% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 36,628 | 1,239 | 0.01% | 0.01% | 71 | +9,832 | 36.69% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | Added to | 35,996 | 1,217 | 0.06% | 0.03% | 72 | +16,640 | 85.97% | Q2 2026 | Aug 11, 2026 |
| Detalus Advisors, LLC | History | Added to | 33,188 | 1,122 | 0.22% | 0.13% | 73 | +14,696 | 79.47% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 30,456 | 1,030 | 0.0% | 0.0% | 74 | +19,282 | 172.56% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 30,408 | 1,028 | 0.0% | 0.0% | 75 | +2,394 | 8.55% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | New | 27,639 | 935 | 0.02% | — | 76 | +27,639 | New | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 27,527 | 931 | 0.02% | 0.02% | 77 | -228 | -0.82% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 27,238 | 921 | 0.22% | 0.18% | 78 | +9,718 | 55.47% | Q2 2026 | Aug 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 26,544 | 897 | 0.28% | 0.18% | 79 | +9,731 | 57.88% | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 25,560 | 864 | 0.03% | 0.03% | 80 | -387 | -1.49% | Q2 2026 | Jul 27, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 23,890 | 808 | 0.52% | 0.33% | 81 | +9,313 | 63.89% | Q2 2026 | Jul 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 21,213 | 717 | 0.01% | 0.01% | 82 | +7,167 | 51.03% | Q2 2026 | Aug 11, 2026 |
| RDA Financial Network | History | New | 20,913 | 707 | 0.15% | — | 83 | +20,913 | New | Q2 2026 | Jul 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 20,643 | 698 | 0.01% | 0.01% | 84 | +998 | 5.08% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,332 | 688 | 0.0% | 0.0% | 85 | +9,271 | 83.82% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,295 | 686 | 0.0% | 0.0% | 86 | -71,518 | -77.9% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 20,261 | 685 | 0.06% | 0.02% | 87 | +13,079 | 182.11% | Q2 2026 | Aug 14, 2026 |
| PMG Family Office LLC | History | Added to | 20,044 | 678 | 0.62% | 0.66% | 88 | +782 | 4.06% | Q2 2026 | Jul 16, 2026 |
| V2 Financial group LLC | History | New | 19,943 | 674 | 0.25% | — | 89 | +19,943 | New | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,442 | 657 | 0.01% | 0.0% | 90 | +5,132 | 35.86% | Q2 2026 | Aug 06, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 19,058 | 644 | 0.33% | 0.2% | 91 | +7,851 | 70.05% | Q2 2026 | Jul 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 20,846 | 642 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 18,861 | 634 | 0.02% | 0.01% | 93 | +5,952 | 46.11% | Q2 2026 | Jul 07, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 18,576 | 628 | 0.04% | 0.04% | 94 | +950 | 5.39% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 17,772 | 601 | 0.01% | — | 95 | +17,772 | New | Q2 2026 | Aug 18, 2026 |
| GeoWealth Management, LLC | History | Added to | 17,559 | 593 | 0.02% | 0.01% | 96 | +5,347 | 43.78% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Added to | 17,327 | 586 | 0.0% | 0.0% | 97 | +1,702 | 10.89% | Q2 2026 | Aug 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 17,200 | 581 | 0.1% | 0.11% | 98 | +200 | 1.18% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 16,402 | 554 | 0.01% | 0.01% | 99 | -1,605 | -8.91% | Q2 2026 | Jul 31, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 16,012 | 541 | 0.01% | 0.01% | 100 | +2,837 | 21.53% | Q2 2026 | Aug 05, 2026 |
| Security Financial Services, INC. | History | Added to | 15,881 | 537 | 0.07% | 0.05% | 101 | +5,435 | 52.03% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,531 | 525 | 0.01% | 0.01% | 102 | +1,881 | 13.78% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 15,046 | 509 | 0.05% | 0.05% | 103 | +600 | 4.15% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 15,027 | 508 | 0.0% | — | 104 | +15,027 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | New | 14,900 | 504 | 0.01% | — | 106 | +14,900 | New | Q2 2026 | Aug 12, 2026 |
| Wealth Quarterback LLC | History | Reduced | 14,903 | 504 | 0.16% | 0.2% | 105 | -1,806 | -10.81% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 14,860 | 502 | 0.0% | 0.0% | 107 | +1,518 | 11.38% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,561 | 492 | 0.01% | 0.02% | 108 | -16,233 | -52.71% | Q2 2026 | Aug 10, 2026 |
| Encompass More Asset Management | History | New | 13,779 | 466 | 0.07% | — | 109 | +13,779 | New | Q2 2026 | Jul 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 13,363 | 452 | 0.02% | 0.02% | 110 | +2,590 | 24.04% | Q2 2026 | Jul 23, 2026 |
| Fortis Advisors, LLC | History | Added to | 13,108 | 443 | 0.21% | 0.12% | 111 | +5,563 | 73.73% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,916 | 436 | 0.01% | 0.01% | 112 | +1,981 | 18.12% | Q2 2026 | Jul 21, 2026 |
| Two West Capital Advisors LLC | History | New | 12,895 | 434 | 0.22% | — | 113 | +12,895 | New | Q2 2026 | Jul 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,365 | 418 | 0.04% | 0.04% | 114 | +295 | 2.44% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,215 | 413 | 0.02% | 0.01% | 115 | +5,397 | 79.16% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Added to | 12,207 | 394 | 0.01% | 0.0% | 116 | +2,462 | 25.26% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | Added to | 11,121 | 376 | 0.09% | 0.09% | 117 | +713 | 6.85% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 11,028 | 373 | 0.03% | — | 118 | +11,028 | New | Q2 2026 | Aug 11, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 10,704 | 362 | 0.08% | 0.06% | 119 | +1,950 | 22.28% | Q2 2026 | Jul 27, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 10,553 | 357 | 0.02% | 0.03% | 120 | -2,345 | -18.18% | Q2 2026 | Aug 05, 2026 |
| LifeGoal Investments, LLC | History | New | 9,999 | 338 | 0.15% | — | 121 | +9,999 | New | Q2 2026 | Jul 08, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 9,522 | 322 | 0.06% | 0.05% | 122 | +2,076 | 27.88% | Q2 2026 | Jul 16, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,503 | 321 | 0.02% | — | 123 | +9,503 | New | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 8,947 | 302 | 0.03% | — | 124 | +8,947 | New | Q2 2026 | Jul 09, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 8,830 | 298 | 0.03% | — | 125 | +8,830 | New | Q2 2026 | Jul 09, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 9,385 | 289 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 8,353 | 282 | 0.0% | 0.01% | 127 | -2,395 | -22.28% | Q2 2026 | Aug 03, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 8,300 | 280 | 0.12% | — | 128 | +8,300 | New | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 8,272 | 279 | 0.01% | — | 131 | +8,272 | New | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 8,266 | 279 | 0.0% | — | 130 | +8,266 | New | Q2 2026 | Jul 28, 2026 |
| West Wealth Group, LLC | History | Added to | 8,254 | 279 | 0.05% | 0.04% | 129 | +1,634 | 24.68% | Q2 2026 | Aug 06, 2026 |
| Calamos Wealth Management LLC | History | New | 8,040 | 271 | 0.01% | — | 133 | +8,040 | New | Q2 2026 | Jul 31, 2026 |
| Madison Wealth Partners, Inc | History | No change | 8,038 | 271 | 0.03% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 7,836 | 265 | 0.0% | 0.01% | 134 | +193 | 2.53% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 7,814 | 264 | 0.05% | — | 135 | +7,814 | New | Q2 2026 | Aug 06, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 7,739 | 261 | 0.03% | — | 136 | +7,739 | New | Q2 2026 | Aug 10, 2026 |
| Town Capital LLC | History | New | 7,415 | 250 | 0.16% | — | 137 | +7,415 | New | Q2 2026 | Jul 27, 2026 |
| Transcendent Capital Group LLC | History | No change | 7,011 | 237 | 0.09% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 6,772 | 229 | 0.35% | — | 139 | +6,772 | New | Q2 2026 | Jul 16, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 6,397 | 216 | 0.14% | 0.17% | 140 | -846 | -11.68% | Q2 2026 | Jul 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 6,277 | 212 | 0.01% | 0.01% | 141 | -1,897 | -23.21% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,995 | 202 | 0.0% | 0.0% | 142 | +1,928 | 47.41% | Q2 2026 | Aug 05, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 5,968 | 201 | 0.19% | — | 143 | +5,968 | New | Q2 2026 | Jul 22, 2026 |
| Estate Counselors, LLC | History | New | 5,913 | 200 | 0.02% | — | 144 | +5,913 | New | Q2 2026 | Aug 07, 2026 |
| Harborfront Financial Group LLC | History | New | 5,456 | 184 | 0.69% | — | 145 | +5,456 | New | Q2 2026 | Aug 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 4,796 | 162 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,394 | 148 | 0.0% | — | 147 | +4,394 | New | Q2 2026 | Jul 17, 2026 |
| Spire Wealth Management | History | Reduced | 4,048 | 136 | 0.0% | 0.01% | 148 | -1,994 | -33.0% | Q2 2026 | Jul 15, 2026 |
| SHP Wealth Management | History | Reduced | 3,877 | 131 | 0.01% | 0.01% | 149 | -144 | -3.58% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 3,098 | 104 | 0.0% | — | 150 | +3,098 | New | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,675 | 90 | 0.0% | 0.0% | 151 | +955 | 55.52% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 2,440 | 82 | 0.0% | — | 152 | +2,440 | New | Q2 2026 | Aug 13, 2026 |
| Essential Investment Partners LLC | History | No change | 2,192 | 74 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,983 | 67 | 0.01% | 0.01% | 154 | +727 | 57.88% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,798 | 60 | 0.0% | 0.0% | 155 | +1,446 | 410.8% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,638 | 55 | 0.0% | 0.0% | 156 | +381 | 30.31% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | New | 1,528 | 52 | 0.0% | — | 157 | +1,528 | New | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,445 | 48 | 0.0% | 0.0% | 158 | -10,127 | -87.51% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | New | 1,108 | 37 | 0.0% | — | 159 | +1,108 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 830 | 28 | 0.0% | 0.0% | 160 | +202 | 32.17% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | New | 803 | 27 | 0.0% | — | 161 | +803 | New | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 680 | 23 | 0.0% | 0.0% | 162 | +13 | 1.95% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 489 | 16 | 0.0% | 0.0% | 163 | +281 | 135.1% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | New | 332 | 11 | 0.0% | — | 166 | +332 | New | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 329 | 11 | 0.0% | — | 165 | +329 | New | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 330 | 11 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 300 | 10 | 0.0% | — | 167 | +300 | New | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | New | 300 | 10 | 0.0% | — | 168 | +300 | New | Q2 2026 | Aug 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 281 | 9 | 0.01% | 0.0% | 169 | +126 | 81.29% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 195 | 6 | 0.0% | 0.0% | 170 | -384 | -66.32% | Q2 2026 | Jul 29, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 148 | 5 | 0.0% | — | 173 | +148 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 150 | 5 | 0.0% | 0.0% | 171 | +60 | 66.67% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | Added to | 153 | 5 | 0.0% | 0.0% | 172 | +24 | 18.6% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 116 | 3 | 0.0% | — | 177 | +116 | New | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 92 | 3 | 0.0% | — | 175 | +92 | New | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 92 | 3 | 0.0% | — | 176 | +92 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 17 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,156 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -624 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q2 2026 | Aug 14, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | Reduced | 26 | 0 | — | 0.0% | — | -124 | -82.67% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q2 2026 | Jul 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |