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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 2,292,516 | 70,632 | 0.0% | 0.0% | 1 | +558,930 | 32.24% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,073,163 | 63,768 | 0.01% | 0.01% | 2 | +273,515 | 15.2% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,860,701 | 57,328 | 0.02% | 0.02% | 3 | +173,000 | 10.25% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 1,832,787 | 56,468 | 0.01% | 0.01% | 4 | +152,313 | 9.06% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,212,968 | 37,371 | 0.0% | 0.0% | 5 | +483,365 | 66.25% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 920,851 | 28,371 | 0.02% | 0.01% | 6 | +363,183 | 65.13% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 884,235 | 27,243 | 0.01% | 0.0% | 7 | +607,748 | 219.81% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | New | 712,602 | 21,955 | 0.62% | — | 8 | +712,602 | New | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Added to | 639,187 | 19,693 | 0.02% | 0.02% | 9 | +53,054 | 9.05% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 612,696 | 18,877 | 1.06% | 0.97% | 10 | +355,245 | 137.99% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 524,311 | 16,154 | 0.18% | 0.23% | 11 | -3,512 | -0.67% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 484,377 | 14,923 | 0.02% | 0.02% | 12 | +100,675 | 26.24% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 451,579 | 13,565 | 0.0% | 0.0% | 13 | +144,071 | 46.85% | Q1 2026 | May 13, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | New | 366,000 | 11,276 | 0.74% | — | 14 | +366,000 | New | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 341,822 | 10,531 | 0.0% | 0.0% | 15 | +25,833 | 8.18% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 308,314 | 9,499 | 0.01% | 0.01% | 16 | +17,919 | 6.17% | Q1 2026 | Apr 27, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 307,411 | 9,471 | 2.02% | 2.38% | 17 | -5,011 | -1.6% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 272,777 | 8,404 | 0.02% | 0.02% | 18 | +3,317 | 1.23% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 271,831 | 8,375 | 0.05% | 0.02% | 19 | +49,563 | 22.3% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 262,159 | 8,077 | 0.2% | 0.22% | 20 | +1,389 | 0.53% | Q1 2026 | Apr 07, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 230,649 | 7,106 | 4.57% | 4.61% | 21 | -89 | -0.04% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 182,859 | 5,792 | 0.04% | 0.03% | 22 | +48,440 | 36.04% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 178,208 | 5,765 | 0.37% | 0.03% | 23 | +166,545 | 1427.98% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 169,903 | 5,554 | 0.1% | 0.12% | 24 | +88,130 | 107.77% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 156,243 | 4,813 | 0.01% | 0.01% | 25 | +4,188 | 2.75% | Q1 2026 | May 04, 2026 |
| Next Level Private LLC | History | Added to | 147,460 | 4,543 | 1.03% | 0.85% | 26 | +45,046 | 43.98% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 122,864 | 3,785 | 0.02% | 0.02% | 27 | +7,329 | 6.34% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 105,446 | 3,248 | 0.0% | — | 28 | +105,446 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 102,631 | 3,162 | 0.0% | 0.0% | 29 | -2,944 | -2.79% | Q1 2026 | May 05, 2026 |
| JB Capital LLC | History | Added to | 100,032 | 3,081 | 0.12% | 0.11% | 30 | +14,568 | 17.05% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 96,157 | 2,962 | 0.07% | 0.06% | 31 | +14,344 | 17.53% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 94,811 | 2,921 | 0.36% | 0.29% | 32 | +22,318 | 30.79% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 87,874 | 2,901 | 0.23% | 0.17% | 33 | +24,994 | 39.75% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 91,813 | 2,828 | 0.0% | 0.0% | 34 | +60,967 | 197.65% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 87,434 | 2,693 | 0.21% | 0.2% | 35 | +20,128 | 29.91% | Q1 2026 | Apr 16, 2026 |
| Semus Wealth Partners LLC | History | Added to | 86,194 | 2,655 | 1.48% | 1.43% | 36 | +2,289 | 2.73% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 83,312 | 2,567 | 0.02% | 0.02% | 37 | +8,656 | 11.59% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 79,617 | 2,452 | 0.06% | 0.06% | 38 | +3,569 | 4.69% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 77,731 | 2,394 | 0.51% | 0.4% | 39 | +13,270 | 20.59% | Q1 2026 | Apr 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 71,247 | 2,195 | 0.12% | 0.12% | 40 | +8,311 | 13.21% | Q1 2026 | Apr 09, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 64,949 | 2,001 | 0.36% | 0.07% | 41 | +53,449 | 464.77% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 61,281 | 1,888 | 0.19% | 0.19% | 42 | +429 | 0.7% | Q1 2026 | Apr 30, 2026 |
| Kelly Financial Services LLC | History | Added to | 58,476 | 1,805 | 0.44% | 0.43% | 43 | +4,698 | 8.74% | Q1 2026 | Apr 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 58,444 | 1,800 | 0.73% | 0.43% | 44 | +24,235 | 70.84% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | New | 54,555 | 1,680 | 0.07% | — | 45 | +54,555 | New | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 54,488 | 1,678 | 0.07% | 0.05% | 46 | +18,081 | 49.66% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 51,445 | 1,585 | 0.02% | 0.01% | 47 | +11,909 | 30.12% | Q1 2026 | Apr 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 45,016 | 1,505 | 0.88% | 0.41% | 48 | +26,394 | 141.74% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 46,676 | 1,438 | 0.0% | — | 49 | +46,676 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 46,143 | 1,421 | 0.0% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 45,083 | 1,389 | 0.01% | 0.01% | 51 | +9,725 | 27.5% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,996 | 1,263 | 0.01% | 0.01% | 52 | +3,191 | 8.44% | Q1 2026 | Apr 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 39,847 | 1,227 | 0.14% | 0.14% | 53 | -1,795 | -4.31% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 37,851 | 1,166 | 0.01% | 0.01% | 54 | -9,169 | -19.5% | Q1 2026 | May 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 36,114 | 1,112 | 0.4% | 0.41% | 55 | -289 | -0.79% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,220 | 1,023 | 0.01% | 0.01% | 56 | +9,371 | 39.29% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 30,794 | 948 | 0.02% | 0.01% | 57 | +9,573 | 45.11% | Q1 2026 | May 18, 2026 |
| Invst, LLC | History | Added to | 28,402 | 875 | 0.1% | 0.1% | 58 | +469 | 1.68% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 28,014 | 863 | 0.0% | 0.0% | 59 | +173 | 0.62% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,755 | 855 | 0.02% | 0.02% | 60 | +1,178 | 4.43% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 26,796 | 825 | 0.01% | — | 61 | +26,796 | New | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,947 | 799 | 0.03% | 0.03% | 62 | +707 | 2.8% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 25,647 | 790 | 0.12% | 0.12% | 63 | +1,910 | 8.05% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 20,846 | 642 | 0.04% | 0.03% | 64 | +4,278 | 25.82% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | New | 19,645 | 605 | 0.01% | — | 65 | +19,645 | New | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 19,356 | 596 | 0.03% | 0.02% | 66 | +3,585 | 22.73% | Q1 2026 | Apr 28, 2026 |
| PMG Family Office LLC | History | Added to | 19,262 | 593 | 0.66% | 0.67% | 67 | +1,025 | 5.62% | Q1 2026 | Apr 17, 2026 |
| Detalus Advisors, LLC | History | Added to | 18,492 | 569 | 0.13% | 0.14% | 68 | +798 | 4.51% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,007 | 554 | 0.01% | 0.01% | 69 | +737 | 4.27% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | New | 17,626 | 543 | 0.04% | — | 70 | +17,626 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 17,520 | 539 | 0.18% | 0.17% | 71 | +2,743 | 18.56% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,156 | 528 | 0.0% | — | 72 | +17,156 | New | Q1 2026 | May 15, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 17,000 | 523 | 0.11% | — | 73 | +17,000 | New | Q1 2026 | Apr 24, 2026 |
| Skyline Advisors, Inc. | History | New | 16,813 | 518 | 0.18% | — | 74 | +16,813 | New | Q1 2026 | Apr 20, 2026 |
| Wealth Quarterback LLC | History | Reduced | 16,709 | 514 | 0.2% | 0.23% | 75 | -3,484 | -17.25% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | New | 15,625 | 481 | 0.0% | — | 76 | +15,625 | New | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Added to | 14,897 | 458 | 0.05% | 0.04% | 77 | +3,775 | 33.94% | Q1 2026 | Apr 23, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 14,577 | 449 | 0.33% | 0.3% | 78 | +1,720 | 13.38% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 14,446 | 445 | 0.05% | 0.04% | 79 | +1,843 | 14.62% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,310 | 440 | 0.0% | 0.0% | 80 | +3,004 | 26.57% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 14,046 | 432 | 0.01% | 0.01% | 81 | -575 | -3.93% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 13,608 | 431 | 0.18% | 0.18% | 82 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Icon Wealth Advisors, LLC | History | New | 12,898 | 421 | 0.03% | — | 83 | +12,898 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,650 | 420 | 0.01% | 0.01% | 84 | +5 | 0.04% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | No change | 13,342 | 411 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 13,175 | 405 | 0.01% | 0.0% | 86 | +5,852 | 79.91% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 12,909 | 397 | 0.01% | 0.01% | 87 | +657 | 5.36% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 12,685 | 390 | 0.0% | — | 88 | +12,685 | New | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 12,212 | 376 | 0.01% | 0.01% | 89 | +88 | 0.73% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,070 | 371 | 0.04% | 0.04% | 90 | +224 | 1.89% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,572 | 356 | 0.0% | 0.0% | 91 | +781 | 7.24% | Q1 2026 | May 08, 2026 |
| ARWA LLC | History | New | 11,195 | 353 | 0.17% | — | 92 | +11,195 | New | Q1 2026 | Apr 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 11,207 | 345 | 0.2% | 0.13% | 93 | +3,899 | 53.35% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,174 | 344 | 0.0% | 0.0% | 94 | +148 | 1.34% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,061 | 341 | 0.0% | 0.0% | 95 | -846 | -7.11% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,935 | 336 | 0.01% | 0.01% | 96 | -21 | -0.19% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 10,748 | 331 | 0.01% | — | 98 | +10,748 | New | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,773 | 331 | 0.02% | 0.02% | 97 | -265 | -2.4% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,451 | 322 | 0.0% | 0.0% | 99 | +2,289 | 28.04% | Q1 2026 | Apr 22, 2026 |
| Security Financial Services, INC. | History | Added to | 10,446 | 321 | 0.05% | 0.05% | 100 | +766 | 7.91% | Q1 2026 | May 27, 2026 |
| Vision Retirement, LLC | History | Reduced | 10,408 | 320 | 0.09% | 0.11% | 101 | -2,821 | -21.32% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 9,745 | 300 | 0.0% | 0.0% | 102 | +108 | 1.12% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 9,385 | 289 | 0.03% | 0.03% | 103 | +999 | 11.91% | Q1 2026 | May 05, 2026 |
| Atlas Private Wealth Advisors | History | New | 8,754 | 269 | 0.06% | — | 104 | +8,754 | New | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,174 | 251 | 0.01% | — | 105 | +8,174 | New | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 8,038 | 247 | 0.04% | 0.05% | 106 | -216 | -2.62% | Q1 2026 | Apr 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,643 | 235 | 0.01% | — | 107 | +7,643 | New | Q1 2026 | Apr 27, 2026 |
| Fortis Advisors, LLC | History | New | 7,545 | 232 | 0.12% | — | 108 | +7,545 | New | Q1 2026 | May 14, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | New | 7,446 | 229 | 0.05% | — | 109 | +7,446 | New | Q1 2026 | Apr 14, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 7,243 | 223 | 0.17% | 0.2% | 110 | -1,528 | -17.42% | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,182 | 221 | 0.02% | 0.01% | 111 | +2,788 | 63.45% | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | New | 7,011 | 216 | 0.1% | — | 112 | +7,011 | New | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,818 | 210 | 0.01% | 0.01% | 113 | +19 | 0.28% | Q1 2026 | May 12, 2026 |
| Harborfront Financial Group LLC | History | No change | 6,491 | 205 | 1.53% | 1.53% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Wealth Group, LLC | History | Reduced | 6,620 | 203 | 0.04% | 0.04% | 115 | -134 | -1.98% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 6,042 | 186 | 0.01% | 0.0% | 116 | +3,205 | 112.97% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 5,122 | 157 | 0.0% | 0.02% | 117 | -12,913 | -71.6% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | New | 4,796 | 147 | 0.02% | — | 118 | +4,796 | New | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,067 | 125 | 0.0% | — | 120 | +4,067 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,954 | 125 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | Added to | 4,021 | 123 | 0.01% | 0.01% | 121 | +112 | 2.87% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,254 | 71 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,720 | 52 | 0.0% | — | 123 | +1,720 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 1,256 | 38 | 0.01% | 0.0% | 125 | +955 | 317.28% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,257 | 38 | 0.0% | 0.0% | 124 | +247 | 24.46% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,130 | 35 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 667 | 20 | 0.0% | 0.0% | 127 | +16 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 624 | 19 | 0.0% | — | 129 | +624 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 579 | 19 | 0.0% | — | 130 | +579 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 628 | 19 | 0.0% | 0.0% | 128 | -156 | -19.9% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 446 | 14 | 0.0% | 0.0% | 131 | +50 | 12.63% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 330 | 10 | 0.0% | — | 133 | +330 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 352 | 10 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| West Branch Capital LLC | History | New | 204 | 6 | 0.0% | — | 136 | +204 | New | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Reduced | 220 | 6 | 0.0% | 0.0% | 134 | -150 | -40.54% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 208 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 155 | 4 | 0.0% | — | 138 | +155 | New | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 150 | 4 | 0.0% | 0.0% | 137 | +45 | 42.86% | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | New | 129 | 3 | 0.0% | — | 142 | +129 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 103 | 3 | 0.0% | — | 141 | +103 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 121 | 3 | 0.0% | 0.0% | 140 | +51 | 72.86% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 107 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 90 | 2 | 0.0% | — | 144 | +90 | New | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 17 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -109,401 | -100.0% | Q1 2026 | May 01, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -102,684 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,088 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,720 | -100.0% | Q1 2026 | May 12, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,533 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,904 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,834 | -100.0% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,400 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,385 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,008 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -706 | -100.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |