iSHARES TRUST - BGRN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 1,381,155 | 65,563 | 0.12% | 0.12% | 1 | +35,572 | 2.64% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,213,301 | 57,597 | 0.09% | 0.07% | 2 | +204,989 | 20.33% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,100,975 | 52,265 | 0.14% | 0.16% | 3 | -169,377 | -13.33% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 418,909 | 19,886 | 0.0% | 0.0% | 4 | +73,909 | 21.42% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 256,841 | 12,193 | 0.0% | 0.0% | 5 | +6,348 | 2.53% | Q1 2026 | May 15, 2026 |
| Francis Financial, Inc. | History | Reduced | 248,407 | 11,792 | 2.19% | 2.38% | 6 | -5,862 | -2.31% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 189,974 | 9,018 | 0.01% | 0.01% | 7 | +11,996 | 6.74% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 187,588 | 8,905 | 0.0% | 0.0% | 8 | +18,979 | 11.26% | Q1 2026 | May 06, 2026 |
| Impact Investors, Inc | History | Added to | 169,667 | 8,054 | 5.59% | 5.08% | 9 | +16,888 | 11.05% | Q1 2026 | Apr 29, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 139,828 | 6,672 | 0.91% | 1.19% | 10 | +10,609 | 8.21% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 112,763 | 5,353 | 0.0% | 0.0% | 11 | -650 | -0.57% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 100,108 | 4,752 | 0.0% | 0.0% | 12 | +2,352 | 2.41% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 82,594 | 3,920 | 0.01% | 0.01% | 13 | +7,606 | 10.14% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 75,443 | 3,581 | 0.0% | 0.0% | 14 | +15,472 | 25.8% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 70,938 | 3,367 | 0.0% | 0.0% | 15 | -3,271 | -4.41% | Q1 2026 | May 05, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 69,716 | 3,309 | 1.75% | 1.85% | 16 | +56 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 64,283 | 3,051 | 0.0% | 0.0% | 17 | +1,477 | 2.35% | Q1 2026 | May 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 46,930 | 2,227 | 0.77% | 0.8% | 18 | +234 | 0.5% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 46,842 | 2,223 | 0.03% | 0.03% | 19 | +147 | 0.31% | Q1 2026 | Apr 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 39,383 | 1,869 | 0.0% | 0.0% | 20 | +1,995 | 5.34% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 36,187 | 1,717 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,218 | 1,481 | 0.0% | 0.0% | 22 | +700 | 2.29% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, LLC | History | Added to | 29,304 | 1,391 | 0.09% | 0.05% | 23 | +12,964 | 79.34% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 27,196 | 1,291 | 0.34% | 0.34% | 24 | +548 | 2.06% | Q1 2026 | Apr 23, 2026 |
| Brio Consultants, LLC | History | Added to | 26,426 | 1,252 | 0.15% | 0.13% | 25 | +4,876 | 22.63% | Q1 2026 | May 06, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 25,277 | 1,199 | 0.77% | 0.72% | 26 | +1,465 | 6.15% | Q1 2026 | Apr 22, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 23,254 | 1,103 | 0.35% | 0.34% | 27 | -558 | -2.34% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 22,874 | 1,085 | 0.01% | 0.0% | 28 | +1,082 | 4.97% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 21,781 | 1,029 | 0.02% | 0.03% | 29 | -8,687 | -28.51% | Q1 2026 | May 14, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 21,656 | 1,028 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 20,611 | 978 | 0.14% | 0.24% | 31 | -16,533 | -44.51% | Q1 2026 | May 07, 2026 |
| Falcon Wealth Planning | History | Reduced | 20,212 | 959 | 0.07% | 0.09% | 32 | -1,006 | -4.74% | Q1 2026 | Apr 20, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 19,003 | 902 | 0.48% | 0.47% | 33 | +1,371 | 7.78% | Q1 2026 | Apr 23, 2026 |
| Omega Financial Group, LLC | History | Added to | 18,795 | 892 | 0.29% | 0.29% | 34 | +289 | 1.56% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,740 | 889 | 0.0% | 0.0% | 35 | +1,184 | 6.74% | Q1 2026 | May 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 18,700 | 887 | 0.0% | 0.01% | 36 | -26,300 | -58.44% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,675 | 886 | 0.0% | 0.0% | 37 | +4,546 | 32.17% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,942 | 851 | 0.11% | 0.11% | 38 | +846 | 4.95% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,965 | 805 | 0.02% | 0.02% | 39 | -596 | -3.39% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 16,862 | 800 | 0.0% | 0.0% | 40 | -1,949 | -10.36% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,840 | 799 | 0.03% | 0.02% | 41 | +907 | 5.69% | Q1 2026 | Apr 08, 2026 |
| Livet Wealth, LLC | History | Reduced | 16,634 | 789 | 0.5% | 0.5% | 42 | -200 | -1.19% | Q1 2026 | Apr 24, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 16,545 | 785 | 0.46% | 0.48% | 43 | -70 | -0.42% | Q1 2026 | Apr 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,680 | 744 | 0.0% | 0.0% | 44 | +5,158 | 49.02% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,005 | 707 | 0.0% | 0.0% | 46 | +8,307 | 124.02% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,906 | 707 | 0.01% | 0.01% | 45 | +1,222 | 8.93% | Q1 2026 | May 13, 2026 |
| Tanager Wealth Management LLP | History | No change | 14,853 | 705 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 13,838 | 656 | 0.04% | 0.04% | 48 | +402 | 2.99% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 13,758 | 653 | 0.0% | 0.0% | 49 | -890 | -6.08% | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 13,066 | 617 | 0.1% | 0.11% | 50 | +193 | 1.5% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,792 | 607 | 0.0% | 0.0% | 51 | -10,833 | -45.85% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 12,766 | 606 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,281 | 583 | 0.03% | 0.03% | 53 | +30 | 0.24% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,125 | 575 | 0.0% | — | 54 | +12,125 | New | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | New | 12,104 | 574 | 0.0% | — | 55 | +12,104 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 11,847 | 562 | 0.0% | 0.0% | 56 | +2,232 | 23.21% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 11,786 | 559 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,717 | 508 | 0.02% | 0.01% | 58 | +595 | 5.88% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,900 | 469 | 0.0% | 0.0% | 59 | +3,341 | 50.94% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,949 | 424 | 0.01% | 0.01% | 60 | -453 | -4.82% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,920 | 375 | 0.0% | — | 61 | +7,920 | New | Q1 2026 | May 15, 2026 |
| KilterHowling LLC | History | Added to | 7,841 | 372 | 0.19% | 0.14% | 62 | +2,169 | 38.24% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,564 | 359 | 0.0% | 0.0% | 63 | -597 | -7.32% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,982 | 331 | 0.0% | 0.0% | 64 | +541 | 8.4% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 6,942 | 329 | 0.0% | 0.0% | 65 | +9 | 0.13% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,873 | 326 | 0.06% | 0.05% | 66 | +2,043 | 42.3% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Added to | 6,660 | 316 | 0.16% | 0.16% | 67 | +181 | 2.79% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,641 | 315 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DORVAL Corp | History | Added to | 6,378 | 302 | 0.09% | 0.09% | 69 | +640 | 11.15% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,152 | 294 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,152 | 292 | 0.0% | — | 72 | +6,152 | New | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Added to | 6,158 | 292 | 0.03% | 0.02% | 71 | +82 | 1.35% | Q1 2026 | Apr 30, 2026 |
| First Affirmative Financial Network | History | New | 5,817 | 276 | 0.11% | — | 73 | +5,817 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,657 | 268 | 0.0% | 0.0% | 74 | -1,575 | -21.78% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 5,500 | 259 | 0.0% | — | 75 | +5,500 | New | Q1 2026 | May 12, 2026 |
| Values Added Financial LLC | History | Reduced | 5,329 | 252 | 0.11% | 0.27% | 76 | -8,037 | -60.13% | Q1 2026 | Apr 20, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 4,877 | 231 | 0.06% | 0.05% | 78 | +1,172 | 31.63% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,882 | 231 | 0.0% | 0.0% | 77 | +35 | 0.72% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 4,811 | 228 | 0.0% | 0.0% | 79 | +114 | 2.43% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 4,691 | 221 | 0.05% | 0.03% | 80 | +2,617 | 126.18% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | New | 4,479 | 212 | 0.02% | — | 81 | +4,479 | New | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,280 | 203 | 0.0% | 0.0% | 82 | +29 | 0.68% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,221 | 200 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,332 | 158 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 2,809 | 133 | 0.07% | 0.04% | 85 | +1,283 | 84.08% | Q1 2026 | May 04, 2026 |
| Sachetta, LLC | History | Reduced | 2,589 | 122 | 0.07% | 0.07% | 86 | -15 | -0.58% | Q1 2026 | May 01, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 2,443 | 115 | 0.05% | 0.16% | 87 | -5,694 | -69.98% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,442 | 115 | 0.0% | — | 88 | +2,442 | New | Q1 2026 | Apr 07, 2026 |
| WealthShield Partners, LLC | History | No change | 2,248 | 106 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 1,834 | 87 | 0.0% | — | 90 | +1,834 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | Reduced | 1,545 | 73 | 0.01% | 0.01% | 91 | -63 | -3.92% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,505 | 71 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,495 | 70 | 0.0% | 0.0% | 93 | +11 | 0.74% | Q1 2026 | May 08, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,361 | 64 | 0.05% | — | 94 | +1,361 | New | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | No change | 1,341 | 63 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,233 | 58 | 0.0% | 0.0% | 96 | -574 | -31.77% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,131 | 53 | 0.03% | 0.03% | 97 | +65 | 6.1% | Q1 2026 | May 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,095 | 51 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 950 | 45 | 0.0% | 0.0% | 99 | -338 | -26.24% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 920 | 44 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 941 | 44 | 0.03% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 645 | 30 | 0.01% | 0.01% | 103 | +5 | 0.78% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 638 | 30 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BIRCHBROOK, INC. | History | Added to | 500 | 23 | 0.01% | 0.01% | 104 | +34 | 7.3% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Corp | History | No change | 463 | 21 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | Added to | 439 | 20 | 0.0% | 0.0% | 106 | +3 | 0.69% | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | No change | 417 | 19 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 385 | 18 | 0.0% | — | 108 | +385 | New | Q1 2026 | May 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 367 | 17 | 0.0% | 0.0% | 109 | +3 | 0.82% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 318 | 15 | 0.0% | — | 110 | +318 | New | Q1 2026 | May 19, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,849 | 14 | 0.0% | 0.0% | 112 | -6,484 | -30.39% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 307 | 14 | 0.0% | 0.0% | 111 | -323 | -51.27% | Q1 2026 | May 14, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 304 | 14 | 0.0% | 0.0% | 113 | -25 | -7.6% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 291 | 13 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | No change | 256 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 261 | 12 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 242 | 11 | 0.0% | 0.0% | 117 | +28 | 13.08% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 214 | 10 | 0.0% | — | 118 | +214 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 114 | 5 | 0.0% | — | 121 | +114 | New | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 109 | 5 | 0.0% | 0.0% | 119 | +4 | 3.81% | Q1 2026 | Apr 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 112 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 97 | 4 | 0.0% | — | 124 | +97 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 104 | 4 | 0.0% | 0.0% | 122 | -30 | -22.39% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 128 | -64 | -55.65% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 42 | 2 | 0.0% | 0.0% | 127 | +1 | 2.44% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -11,382 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,064 | -100.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,337 | -100.0% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -107 | -99.07% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |