BlackRock ETF Trust II - BINC
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.
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| 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 | Reduced | 27,333,773 | 1,418,821 | 0.38% | 0.43% | 1 | -168,982 | -0.61% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 24,707,903 | 1,274,742 | 0.02% | 0.01% | 2 | +9,618,612 | 63.74% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 15,798,089 | 820,350 | 0.22% | 0.22% | 3 | +187,627 | 1.2% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,867,439 | 717,603 | 0.05% | 0.04% | 4 | +1,522,966 | 12.34% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 12,025,663 | 624,492 | 5.44% | 4.66% | 5 | +3,032,945 | 33.73% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,021,472 | 623,428 | 0.05% | 0.04% | 6 | +1,635,830 | 15.75% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,888,710 | 513,511 | 0.03% | 0.03% | 7 | +574,327 | 6.17% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,969,779 | 465,264 | 0.27% | 0.24% | 8 | +491,427 | 5.8% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,069,355 | 420,594 | 0.1% | 0.1% | 9 | -61,868 | -0.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,847,098 | 303,639 | 0.06% | 0.05% | 10 | +911,315 | 18.46% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,650,823 | 293,447 | 0.03% | 0.0% | 11 | +5,642,641 | 68964.08% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 5,551,033 | 288,265 | 7.59% | 5.15% | 12 | +1,880,959 | 51.25% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,443,735 | 282,693 | 1.58% | 1.38% | 13 | +757,597 | 16.17% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 4,988,151 | 258,988 | 0.04% | 0.04% | 14 | +562,376 | 12.71% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 4,878,275 | 253,233 | 0.27% | 0.26% | 15 | +336,216 | 7.4% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,151,161 | 163,106 | 0.02% | — | 16 | +3,151,161 | New | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,862,506 | 148,649 | 2.71% | 2.75% | 17 | -3,683 | -0.13% | Q1 2026 | May 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,713,762 | 140,925 | 2.02% | 2.02% | 18 | +393,712 | 16.97% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,674,578 | 138,882 | 0.39% | 0.37% | 19 | -186,947 | -6.53% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,638,129 | 136,999 | 0.02% | 0.02% | 20 | +246,203 | 10.29% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 2,592,485 | 134,627 | 5.09% | 4.65% | 21 | +273,190 | 11.78% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,374,421 | 123,303 | 0.92% | 0.94% | 22 | +155,568 | 7.01% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,323,420 | 120,655 | 0.67% | 0.51% | 23 | -411,519 | -15.05% | Q1 2026 | Apr 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 2,123,686 | 110,283 | 1.62% | — | 24 | +2,123,686 | New | Q1 2026 | Apr 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,885,079 | 97,881 | 0.03% | 0.03% | 25 | +311,140 | 19.77% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,836,270 | 95,357 | 1.64% | 1.62% | 26 | +583,999 | 46.64% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 1,799,492 | 93,447 | 0.25% | 0.28% | 27 | -176,740 | -8.94% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,660,530 | 86,231 | 0.12% | 0.12% | 28 | -15,096 | -0.9% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,623,636 | 84,315 | 0.66% | 0.8% | 29 | -161,903 | -9.07% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,534,057 | 79,663 | 0.61% | 0.58% | 30 | +80,321 | 5.53% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,506,099 | 78,230 | 0.11% | 0.1% | 31 | +189,328 | 14.38% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,501,080 | 77,515 | 0.04% | 0.03% | 32 | +479,338 | 46.91% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,485,416 | 77,137 | 0.05% | 0.04% | 33 | +281,291 | 23.36% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,531,183 | 76,296 | 0.13% | 0.0% | 34 | +1,520,679 | 14477.14% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,396,637 | 72,527 | 0.71% | 0.73% | 35 | -14,421 | -1.02% | Q1 2026 | May 08, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 1,337,104 | 70,558 | 20.31% | 20.31% | 36 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,357,611 | 70,500 | 0.56% | 0.69% | 37 | +256,891 | 23.34% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,357,562 | 70,498 | 0.17% | 0.19% | 38 | -222,097 | -14.06% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 1,344,435 | 69,816 | 0.39% | 0.0% | 39 | +1,340,841 | 37307.76% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,304,331 | 67,733 | 5.47% | 4.84% | 40 | +205,235 | 18.67% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | Reduced | 1,300,946 | 67,558 | 1.75% | 3.08% | 41 | -823,562 | -38.76% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,221,559 | 63,435 | 0.01% | 0.01% | 42 | -260,891 | -17.6% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Added to | 1,197,568 | 62,189 | 2.73% | 3.27% | 43 | +77,813 | 6.95% | Q1 2026 | May 11, 2026 |
| Falcon Wealth Planning | History | Added to | 1,194,330 | 62,021 | 4.23% | 4.7% | 44 | +136,561 | 12.91% | Q1 2026 | Apr 20, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,173,146 | 60,921 | 9.58% | 8.92% | 45 | +105,895 | 9.92% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,104,122 | 57,337 | 0.06% | 0.07% | 46 | -28,213 | -2.49% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,036,342 | 53,817 | 0.0% | 0.0% | 47 | +1,035,659 | 151633.82% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 977,824 | 50,770 | 0.05% | 0.05% | 48 | -16,524 | -1.66% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 957,015 | 50,499 | 0.33% | 0.31% | 49 | +108,896 | 12.84% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 928,138 | 48,198 | 1.15% | 1.13% | 50 | +103,843 | 12.6% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 898,345 | 46,651 | 3.38% | — | 51 | +898,345 | New | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 893,495 | 46,399 | 5.63% | — | 52 | +893,495 | New | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 884,009 | 45,898 | 0.28% | 0.32% | 53 | -111,466 | -11.2% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 880,911 | 45,767 | 3.43% | 2.01% | 54 | +254,991 | 40.74% | Q1 2026 | May 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 862,583 | 44,780 | 0.09% | 0.08% | 55 | +8,061 | 0.94% | Q1 2026 | May 01, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 861,802 | 44,753 | 7.14% | 7.81% | 56 | +50,275 | 6.2% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 798,569 | 41,469 | 0.83% | 0.89% | 57 | -30,674 | -3.7% | Q1 2026 | May 14, 2026 |
| Permanens Capital L.P. | History | New | 822,353 | 40,964 | 5.28% | — | 58 | +822,353 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 774,495 | 40,219 | 0.51% | 0.33% | 59 | +350,908 | 82.84% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 774,015 | 40,159 | 0.05% | 0.06% | 60 | -57,712 | -6.94% | Q1 2026 | Apr 27, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 746,729 | 38,777 | 10.63% | 9.67% | 61 | +80,178 | 12.03% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 743,242 | 38,596 | 0.45% | 0.01% | 62 | +723,248 | 3617.33% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 693,123 | 35,993 | 1.02% | 0.22% | 63 | +550,333 | 385.41% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 681,950 | 34,949 | 0.05% | 0.03% | 64 | +256,606 | 60.33% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 660,637 | 34,306 | 0.74% | 0.77% | 65 | +3,225 | 0.49% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 645,623 | 33,527 | 0.46% | 0.45% | 66 | +47,729 | 7.98% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 642,004 | 33,339 | 0.6% | 0.57% | 67 | +49,130 | 8.29% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 641,392 | 33,307 | 0.38% | 0.4% | 68 | -27,651 | -4.13% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 603,679 | 31,349 | 0.06% | 0.06% | 69 | +42,155 | 7.51% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 597,500 | 31,028 | 20.08% | 19.97% | 70 | +6,834 | 1.16% | Q1 2026 | May 11, 2026 |
| CGN Advisors LLC | History | Added to | 597,421 | 31,024 | 2.45% | 2.46% | 71 | +8,636 | 1.47% | Q1 2026 | Apr 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 586,763 | 30,470 | 0.36% | 0.07% | 72 | +476,028 | 429.88% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 577,321 | 29,980 | 0.06% | 0.05% | 73 | +138,610 | 31.59% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 565,454 | 29,364 | 0.11% | 0.12% | 74 | +12,325 | 2.23% | Q1 2026 | Apr 30, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 555,500 | 28,847 | 3.58% | 3.31% | 75 | +49,538 | 9.79% | Q1 2026 | Apr 16, 2026 |
| Strong Tower Advisory Services | History | Added to | 551,018 | 28,614 | 5.38% | 4.73% | 76 | +50,862 | 10.17% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 532,915 | 27,674 | 0.07% | 0.06% | 77 | +81,669 | 18.1% | Q1 2026 | Apr 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 517,003 | 26,847 | 3.62% | 3.48% | 78 | +29,157 | 5.98% | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Group LLC | History | Reduced | 516,483 | 26,820 | 3.37% | 3.47% | 79 | -14,767 | -2.78% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 515,815 | 26,786 | 0.3% | 0.13% | 80 | +336,588 | 187.8% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 515,036 | 26,745 | 0.13% | 0.11% | 81 | +58,153 | 12.73% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 504,365 | 26,170 | 0.05% | 0.06% | 82 | +163,687 | 48.05% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 486,278 | 25,252 | 0.04% | 0.03% | 83 | +145,000 | 42.49% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 483,516 | 25,108 | 0.77% | 0.9% | 84 | -95,406 | -16.48% | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 481,586 | 25,008 | 6.4% | 6.45% | 85 | +17,466 | 3.76% | Q1 2026 | Apr 17, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 477,623 | 24,802 | 5.18% | 5.54% | 86 | +8,967 | 1.91% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 473,110 | 24,508 | 0.57% | 0.54% | 87 | +55,663 | 13.33% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 468,472 | 24,327 | 0.89% | 1.0% | 88 | -55,274 | -10.55% | Q1 2026 | Apr 28, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 465,796 | 24,188 | 0.91% | 0.88% | 89 | -41,267 | -8.14% | Q1 2026 | Apr 21, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 446,029 | 23,162 | 0.54% | 0.5% | 90 | +14,929 | 3.46% | Q1 2026 | May 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 431,370 | 22,763 | 4.62% | 4.62% | 91 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 437,676 | 22,728 | 9.2% | 8.95% | 92 | +1,137 | 0.26% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 433,294 | 22,440 | 0.0% | — | 93 | +433,294 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 411,048 | 21,345 | 0.02% | 0.02% | 94 | +38,280 | 10.27% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 405,976 | 21,082 | 0.26% | 0.56% | 95 | -403,796 | -49.87% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 402,307 | 20,855 | 0.2% | 0.18% | 96 | +80,579 | 25.05% | Q1 2026 | Apr 07, 2026 |
| Faithward Advisors, LLC | History | Added to | 392,844 | 20,400 | 2.91% | 2.66% | 97 | +49,190 | 14.31% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 388,399 | 20,169 | 0.15% | 0.14% | 98 | +67,814 | 21.15% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 387,092 | 20,101 | 0.11% | 0.12% | 99 | +5,398 | 1.41% | Q1 2026 | May 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 380,357 | 19,751 | 2.47% | — | 100 | +380,357 | New | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 372,944 | 19,366 | 0.45% | 0.52% | 101 | -34,680 | -8.51% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 362,397 | 18,819 | 0.79% | — | 102 | +362,397 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 361,106 | 18,628 | 0.0% | — | 103 | +361,106 | New | Q1 2026 | May 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 358,530 | 18,618 | 5.33% | 4.98% | 104 | +13,423 | 3.89% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 354,243 | 18,395 | 0.03% | 0.03% | 105 | +41,662 | 13.33% | Q1 2026 | May 14, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | New | 347,058 | 18,022 | 4.91% | — | 106 | +347,058 | New | Q1 2026 | May 01, 2026 |
| MCMORGAN & CO LLC | History | Added to | 345,019 | 17,916 | 2.9% | 2.96% | 107 | +6,360 | 1.88% | Q1 2026 | May 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 344,670 | 17,898 | 2.38% | 2.25% | 108 | +71,164 | 26.02% | Q1 2026 | Apr 08, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 344,220 | 17,875 | 1.86% | 1.59% | 109 | +57,159 | 19.91% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 344,179 | 17,873 | 0.29% | 0.3% | 110 | +5,782 | 1.71% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 343,993 | 17,863 | 2.83% | 3.06% | 111 | +30,009 | 9.56% | Q1 2026 | Apr 17, 2026 |
| Kelly Financial Services LLC | History | Added to | 334,470 | 17,346 | 4.19% | 4.3% | 112 | +9,311 | 2.86% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 332,175 | 17,249 | 0.28% | 0.26% | 113 | +31,126 | 10.34% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 328,498 | 17,150 | 2.63% | 2.6% | 114 | +16,702 | 5.36% | Q1 2026 | Apr 16, 2026 |
| JB Capital LLC | History | Reduced | 329,386 | 17,105 | 0.69% | 0.78% | 115 | -34,393 | -9.45% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 327,525 | 17,008 | 0.59% | 0.64% | 116 | -24,880 | -7.06% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 324,790 | 16,866 | 0.66% | 0.8% | 117 | +188,263 | 137.89% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 318,371 | 16,532 | 1.85% | 1.85% | 118 | +5,287 | 1.69% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 309,343 | 16,064 | 1.69% | 1.75% | 119 | +20,879 | 7.24% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 305,829 | 15,881 | 0.48% | 0.61% | 120 | -50,817 | -14.25% | Q1 2026 | May 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 304,457 | 15,810 | 1.32% | 1.24% | 121 | +13,164 | 4.52% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Reduced | 301,164 | 15,639 | 2.09% | 2.23% | 122 | -1,977 | -0.65% | Q1 2026 | Apr 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 301,053 | 15,633 | 0.06% | 0.06% | 123 | -4,597 | -1.5% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 301,244 | 15,611 | 0.08% | 0.08% | 124 | -1,030 | -0.34% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 295,026 | 15,320 | 1.14% | 1.09% | 125 | +13,642 | 4.85% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 760,749 | 15,288 | 0.71% | 0.21% | 126 | -351,470 | -31.6% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 284,641 | 14,781 | 1.99% | 2.28% | 127 | -54,753 | -16.13% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 284,231 | 14,760 | 0.17% | 0.18% | 128 | -7,381 | -2.53% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 284,031 | 14,749 | 0.2% | 0.32% | 129 | -132,893 | -31.87% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 287,034 | 14,692 | 0.27% | 0.2% | 130 | +79,021 | 37.99% | Q1 2026 | Apr 10, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 276,049 | 14,335 | 2.88% | 2.92% | 131 | +33,790 | 13.95% | Q1 2026 | Apr 23, 2026 |
| STAR Financial Bank | History | Added to | 267,309 | 13,881 | 6.55% | 5.18% | 132 | +75,114 | 39.08% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 256,400 | 13,314 | 0.14% | 0.11% | 133 | +68,389 | 36.37% | Q1 2026 | Apr 20, 2026 |
| Asio Capital, LLC | History | Added to | 251,273 | 13,048 | 1.83% | 1.84% | 134 | +4,196 | 1.7% | Q1 2026 | Apr 15, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 250,841 | 13,026 | 4.69% | 5.59% | 135 | -41,871 | -14.3% | Q1 2026 | Apr 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 247,530 | 12,854 | 3.16% | 2.74% | 136 | +39,207 | 18.82% | Q1 2026 | Apr 03, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 244,731 | 12,708 | 4.16% | 3.15% | 137 | +22,870 | 10.31% | Q1 2026 | Apr 15, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 244,639 | 12,704 | 5.0% | 5.21% | 138 | -56 | -0.02% | Q1 2026 | Apr 08, 2026 |
| Ducere Wealth Management LLC | History | Added to | 243,003 | 12,619 | 5.02% | 4.43% | 139 | +25,909 | 11.93% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 242,355 | 12,585 | 0.72% | 0.9% | 140 | -43,156 | -15.12% | Q1 2026 | Apr 09, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 239,111 | 12,545 | 1.72% | 2.71% | 141 | -100,679 | -29.63% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 240,878 | 12,508 | 0.99% | 1.04% | 142 | +33,445 | 16.12% | Q1 2026 | Apr 16, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 238,780 | 12,461 | 0.81% | 0.82% | 143 | +5,651 | 2.42% | Q1 2026 | May 12, 2026 |
| JT Stratford LLC | History | Reduced | 238,893 | 12,405 | 1.58% | 1.73% | 144 | -15,826 | -6.21% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 237,669 | 12,342 | 4.46% | 4.36% | 145 | +3,071 | 1.31% | Q1 2026 | May 04, 2026 |
| Storen Legacy Partners, LLC | History | New | 228,579 | 11,870 | 3.72% | — | 146 | +228,579 | New | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 221,426 | 11,567 | 0.21% | 0.16% | 147 | +154,905 | 232.87% | Q1 2026 | May 01, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 220,373 | 11,444 | 5.36% | 6.3% | 148 | -52,437 | -19.22% | Q1 2026 | Apr 28, 2026 |
| LHM, INC. | History | Reduced | 219,984 | 11,423 | 4.5% | 4.48% | 149 | -8,450 | -3.7% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 215,787 | 11,387 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 213,536 | 11,268 | 0.84% | 0.84% | 151 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 216,933 | 11,265 | 3.75% | 3.18% | 152 | +20,861 | 10.64% | Q1 2026 | May 15, 2026 |
| New Capital Management LP | History | Added to | 215,491 | 11,190 | 2.76% | 2.69% | 153 | +12,260 | 6.03% | Q1 2026 | Apr 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 214,932 | 11,161 | 8.42% | 8.27% | 154 | +9,416 | 4.58% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 213,780 | 11,101 | 3.76% | 10.58% | 155 | -393,030 | -64.77% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Added to | 212,304 | 10,838 | 1.19% | 1.61% | 156 | +31,671 | 17.53% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 207,454 | 10,754 | 0.18% | 0.2% | 157 | -1,886 | -0.9% | Q1 2026 | May 14, 2026 |
| Bay Rivers Group | History | Added to | 206,250 | 10,710 | 4.46% | 3.07% | 158 | +62,353 | 43.33% | Q1 2026 | Apr 13, 2026 |
| Marest Capital, LLC | History | Reduced | 204,301 | 10,609 | 6.14% | 9.24% | 159 | -108,815 | -34.75% | Q1 2026 | May 11, 2026 |
| High Falls Advisors, Inc | History | No change | 196,352 | 10,361 | 2.1% | 2.1% | 160 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HCR Wealth Advisors | History | Added to | 195,501 | 10,152 | 1.05% | 0.95% | 161 | +13,827 | 7.61% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 192,861 | 10,015 | 0.05% | 0.06% | 162 | -6,859 | -3.43% | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 192,616 | 10,002 | 2.27% | 2.13% | 163 | +12,965 | 7.22% | Q1 2026 | Apr 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 190,000 | 9,866 | 0.44% | — | 164 | +190,000 | New | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 188,064 | 9,766 | 2.64% | 2.52% | 165 | +16,683 | 9.73% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 184,473 | 9,579 | 0.05% | 0.0% | 166 | +176,890 | 2332.72% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 183,004 | 9,503 | 0.01% | 0.0% | 167 | +163,544 | 840.41% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 178,831 | 9,436 | 0.93% | 0.91% | 168 | -3,762 | -2.06% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Added to | 181,079 | 9,403 | 0.2% | 0.17% | 169 | +20,439 | 12.72% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 179,327 | 9,312 | 0.1% | 0.14% | 170 | -60,770 | -25.31% | Q1 2026 | May 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 179,034 | 9,297 | 2.04% | 1.86% | 171 | +19,140 | 11.97% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 178,811 | 9,285 | 0.11% | 0.13% | 172 | -18,572 | -9.41% | Q1 2026 | Apr 20, 2026 |
| GTS FINANCIAL, LLC | History | New | 176,774 | 9,259 | 7.33% | — | 173 | +176,774 | New | Q1 2026 | May 19, 2026 |
| IFP Advisors, Inc | History | Added to | 175,263 | 9,101 | 0.19% | 0.17% | 174 | +28,716 | 19.6% | Q1 2026 | Apr 13, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 174,718 | 9,073 | 4.9% | 4.21% | 175 | +30,552 | 21.19% | Q1 2026 | May 12, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 173,701 | 9,020 | 1.73% | 1.72% | 176 | +3,519 | 2.07% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 173,500 | 9,009 | 0.52% | 0.56% | 177 | -7,435 | -4.11% | Q1 2026 | Apr 29, 2026 |
| Tidemark, LLC | History | Reduced | 173,445 | 9,006 | 2.29% | 2.81% | 178 | -14,063 | -7.5% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Added to | 170,296 | 8,843 | 0.4% | 0.23% | 179 | +72,548 | 74.22% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 167,508 | 8,839 | 1.39% | 1.39% | 180 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 165,907 | 8,698 | 0.56% | 0.38% | 181 | +61,557 | 58.99% | Q1 2026 | Apr 22, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 165,140 | 8,575 | 3.74% | 3.4% | 182 | +15,380 | 10.27% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Reduced | 163,369 | 8,483 | 1.97% | 1.84% | 183 | -7,784 | -4.55% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 159,223 | 8,268 | 0.31% | 0.27% | 184 | +17,363 | 12.24% | Q1 2026 | May 11, 2026 |
| Heritage Trust Co | History | Added to | 158,527 | 8,232 | 0.83% | 0.78% | 185 | +13,233 | 9.11% | Q1 2026 | May 13, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 157,542 | 8,181 | 4.29% | 2.88% | 186 | -42,388 | -21.2% | Q1 2026 | Apr 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 155,123 | 8,145 | 0.56% | 0.94% | 187 | -89,997 | -36.72% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 156,258 | 8,114 | 0.22% | 0.14% | 188 | +56,153 | 56.09% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 150,925 | 7,837 | 1.08% | 1.12% | 189 | -901 | -0.59% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 150,080 | 7,793 | 1.68% | 0.84% | 190 | +62,820 | 71.99% | Q1 2026 | Apr 30, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 149,876 | 7,783 | 1.04% | 0.95% | 191 | +18,160 | 13.79% | Q1 2026 | Apr 08, 2026 |
| TSFG, LLC | History | Added to | 149,071 | 7,741 | 1.17% | 1.16% | 192 | +1,606 | 1.09% | Q1 2026 | Apr 27, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 148,581 | 7,715 | 1.5% | 0.49% | 193 | +108,271 | 268.6% | Q1 2026 | May 15, 2026 |
| Refined Wealth Management | History | New | 148,168 | 7,694 | 4.86% | — | 194 | +148,168 | New | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 146,031 | 7,583 | 0.06% | 0.07% | 195 | -29,603 | -16.85% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 144,646 | 7,511 | 2.51% | 2.56% | 196 | -1,502 | -1.03% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 142,213 | 7,385 | 0.76% | 0.8% | 197 | -23,233 | -14.04% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 138,700 | 7,202 | 0.9% | 1.1% | 198 | -32,515 | -18.99% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 137,978 | 7,165 | 0.1% | 0.11% | 199 | -11,777 | -7.86% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 135,950 | 7,059 | 4.17% | 1.37% | 200 | +89,815 | 194.68% | Q1 2026 | Apr 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 135,898 | 7,057 | 2.52% | 2.3% | 201 | +15,001 | 12.41% | Q1 2026 | May 14, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 135,830 | 7,053 | 2.92% | 3.11% | 202 | -7,161 | -5.01% | Q1 2026 | Apr 08, 2026 |
| Detalus Advisors, LLC | History | Added to | 135,498 | 7,036 | 1.61% | 1.46% | 203 | +22,339 | 19.74% | Q1 2026 | Apr 22, 2026 |
| Family Manage LLC | History | Added to | 132,015 | 6,855 | 0.82% | 0.84% | 204 | +5,472 | 4.32% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 130,612 | 6,782 | 0.42% | 0.35% | 205 | +28,871 | 28.38% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 127,992 | 6,646 | 0.73% | 0.37% | 206 | +62,132 | 94.34% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 127,237 | 6,607 | 0.02% | 0.02% | 207 | -46,746 | -26.87% | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 126,378 | 6,562 | 1.28% | 1.28% | 208 | +320 | 0.25% | Q1 2026 | Apr 30, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 126,143 | 6,550 | 1.17% | 1.27% | 209 | -28,820 | -18.6% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 124,449 | 6,462 | 0.01% | 0.01% | 210 | +535 | 0.43% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 123,529 | 6,414 | 0.15% | 0.16% | 211 | -1,653 | -1.32% | Q1 2026 | May 11, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 123,042 | 6,389 | 0.06% | 0.09% | 212 | -33,987 | -21.64% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 122,464 | 6,359 | 0.1% | 0.09% | 213 | +37,268 | 43.74% | Q1 2026 | May 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 122,311 | 6,351 | 0.14% | 0.12% | 214 | +15,559 | 14.57% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Added to | 121,689 | 6,319 | 0.23% | 0.15% | 215 | +39,373 | 47.83% | Q1 2026 | Apr 14, 2026 |
| Invst, LLC | History | Reduced | 121,635 | 6,316 | 0.71% | 0.73% | 216 | -5,224 | -4.12% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 123,604 | 6,285 | 0.83% | 0.36% | 217 | +71,019 | 135.06% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 119,179 | 6,186 | 0.01% | 0.01% | 218 | +17,121 | 16.78% | Q1 2026 | Apr 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 117,752 | 6,114 | 3.56% | 3.4% | 219 | +13,742 | 13.21% | Q1 2026 | Apr 15, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 117,430 | 6,098 | 2.24% | 1.06% | 220 | +59,954 | 104.31% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 117,094 | 6,080 | 0.32% | 0.44% | 221 | -27,536 | -19.04% | Q1 2026 | May 13, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 116,602 | 6,055 | 1.96% | 2.39% | 222 | -20,138 | -14.73% | Q1 2026 | May 01, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 115,215 | 5,983 | 0.95% | 0.8% | 223 | +11,637 | 11.24% | Q1 2026 | May 05, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 113,911 | 5,915 | 4.15% | 3.0% | 224 | +43,444 | 61.65% | Q1 2026 | May 06, 2026 |
| TritonPoint Partners, LLC | History | Added to | 112,503 | 5,842 | 2.15% | 1.74% | 225 | +50,888 | 82.59% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 112,480 | 5,841 | 0.34% | 0.39% | 226 | -9,764 | -7.99% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 112,411 | 5,837 | 0.74% | 0.63% | 227 | +15,188 | 15.62% | Q1 2026 | Apr 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 112,224 | 5,827 | 1.89% | 1.54% | 228 | +24,311 | 27.65% | Q1 2026 | May 01, 2026 |
| Embree Financial Group | History | Added to | 109,765 | 5,700 | 0.67% | 0.67% | 229 | +6,305 | 6.09% | Q1 2026 | Apr 23, 2026 |
| Saxony Capital Management, LLC | History | Added to | 112,271 | 5,628 | 3.27% | 0.24% | 230 | +104,875 | 1418.0% | Q1 2026 | Apr 24, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 108,263 | 5,622 | 0.56% | 0.64% | 231 | -15,196 | -12.31% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 107,027 | 5,557 | 0.29% | 0.32% | 232 | -4,502 | -4.04% | Q1 2026 | Apr 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 106,015 | 5,505 | 2.65% | 2.65% | 233 | +6,992 | 7.06% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 105,906 | 5,499 | 2.66% | 2.55% | 234 | +40,661 | 62.32% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 105,521 | 5,479 | 0.55% | 0.52% | 235 | +6,128 | 6.17% | Q1 2026 | Apr 30, 2026 |
| Goldstein Advisors, LLC | History | Added to | 103,780 | 5,389 | 0.6% | 0.6% | 236 | +3,586 | 3.58% | Q1 2026 | Apr 28, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 102,023 | 5,298 | 2.16% | 2.6% | 237 | -18,785 | -15.55% | Q1 2026 | May 06, 2026 |
| Hurley Capital, LLC | History | Added to | 99,026 | 5,142 | 2.76% | 1.45% | 238 | +49,889 | 101.53% | Q1 2026 | May 06, 2026 |
| Bedminster, LLC | History | Added to | 96,009 | 4,985 | 4.64% | 4.38% | 239 | +5,568 | 6.16% | Q1 2026 | Apr 24, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 95,292 | 4,948 | 1.53% | 1.64% | 240 | -7,664 | -7.44% | Q1 2026 | Apr 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 94,006 | 4,881 | 0.83% | 0.92% | 241 | -7,086 | -7.01% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 93,141 | 4,836 | 0.12% | 0.14% | 242 | -7,650 | -7.59% | Q1 2026 | Apr 07, 2026 |
| Foundry Financial LLC | History | Added to | 92,995 | 4,829 | 2.05% | 1.7% | 243 | +31,609 | 51.49% | Q1 2026 | Apr 21, 2026 |
| Carson Advisory Inc. | History | Added to | 92,546 | 4,805 | 2.49% | 2.4% | 244 | +5,194 | 5.95% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 90,657 | 4,634 | 0.1% | 0.1% | 245 | +9,631 | 11.89% | Q1 2026 | May 15, 2026 |
| Peak Wealth Management LLC | History | Reduced | 89,113 | 4,627 | 3.8% | 5.29% | 246 | -30,924 | -25.76% | Q1 2026 | Apr 14, 2026 |
| WBH ADVISORY INC | History | Added to | 89,202 | 4,624 | 0.35% | 0.26% | 247 | +21,781 | 32.31% | Q1 2026 | Apr 27, 2026 |
| LINCOLN CAPITAL CORP | History | New | 88,545 | 4,598 | 1.69% | — | 248 | +88,545 | New | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 87,668 | 4,552 | 0.09% | 0.09% | 249 | +5,227 | 6.34% | Q1 2026 | Apr 14, 2026 |
| Elevated Financial Group LLC | History | Added to | 87,021 | 4,519 | 1.47% | 1.38% | 250 | +11,543 | 15.29% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 86,162 | 4,507 | 0.35% | 0.4% | 251 | -2,191 | -2.48% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 83,042 | 4,382 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 83,736 | 4,348 | 3.72% | 2.76% | 253 | +30,451 | 57.15% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Reduced | 82,800 | 4,299 | 0.11% | 0.28% | 254 | -100,714 | -54.88% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 82,621 | 4,290 | 1.1% | 0.97% | 255 | +14,102 | 20.58% | Q1 2026 | Apr 08, 2026 |
| Cypress Capital Group | History | Added to | 82,260 | 4,271 | 0.48% | 0.27% | 256 | +36,275 | 78.88% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 81,864 | 4,251 | 0.14% | 0.03% | 257 | -30,293 | -27.01% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 79,610 | 4,134 | 0.01% | 0.01% | 258 | +42,377 | 113.82% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 79,494 | 4,128 | 0.25% | 0.18% | 259 | +9,089 | 12.91% | Q1 2026 | Apr 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 78,947 | 4,099 | 0.7% | 0.86% | 260 | -17,109 | -17.81% | Q1 2026 | Apr 28, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 78,193 | 4,060 | 1.56% | 1.29% | 261 | +12,953 | 19.85% | Q1 2026 | May 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 77,758 | 4,037 | 1.05% | 1.24% | 262 | -12,240 | -13.6% | Q1 2026 | Apr 14, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 77,186 | 4,008 | 1.87% | 2.26% | 263 | -12,256 | -13.7% | Q1 2026 | Apr 24, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 76,868 | 3,991 | 4.14% | 4.08% | 264 | -6,816 | -8.14% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 76,655 | 3,980 | 0.48% | 0.58% | 265 | -14,432 | -15.84% | Q1 2026 | Apr 23, 2026 |
| Able Wealth Management LLC | History | Added to | 76,410 | 3,967 | 1.06% | 0.17% | 266 | +66,080 | 639.69% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 76,218 | 3,957 | 0.0% | 0.0% | 267 | +50,678 | 198.43% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Added to | 75,998 | 3,946 | 1.51% | 1.18% | 268 | +17,301 | 29.48% | Q1 2026 | Apr 30, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 75,754 | 3,933 | 1.56% | 1.3% | 269 | +12,417 | 19.6% | Q1 2026 | May 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 75,567 | 3,922 | 2.29% | 2.41% | 270 | -1,275 | -1.66% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 75,064 | 3,898 | 0.12% | 0.02% | 271 | +48,920 | 187.12% | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | Added to | 74,576 | 3,872 | 0.05% | 0.01% | 272 | +53,154 | 248.13% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,410 | 3,864 | 0.01% | 0.0% | 273 | +49,970 | 204.46% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 74,417 | 3,864 | 0.04% | 0.06% | 274 | -23,884 | -24.3% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 74,389 | 3,863 | 1.2% | 1.22% | 275 | -823 | -1.09% | Q1 2026 | Apr 29, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 74,257 | 3,856 | 0.66% | 0.63% | 276 | +7,120 | 10.61% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 74,175 | 3,851 | 0.11% | 0.14% | 277 | -14,159 | -16.03% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 73,667 | 3,825 | 1.25% | 1.12% | 278 | +10,617 | 16.84% | Q1 2026 | Apr 24, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 73,592 | 3,821 | 1.25% | 1.84% | 279 | -25,054 | -25.4% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 72,235 | 3,751 | 2.43% | 1.7% | 280 | +19,839 | 37.86% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 72,076 | 3,742 | 0.28% | 0.28% | 281 | +5,982 | 9.05% | Q1 2026 | Apr 30, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 71,809 | 3,729 | 0.94% | 1.48% | 282 | -37,759 | -34.46% | Q1 2026 | May 05, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 69,968 | 3,633 | 0.68% | 0.66% | 283 | +4,266 | 6.49% | Q1 2026 | Apr 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 69,437 | 3,605 | 1.29% | 1.65% | 284 | -17,376 | -20.02% | Q1 2026 | May 13, 2026 |
| L & S Advisors Inc | History | Added to | 68,751 | 3,570 | 0.45% | 0.33% | 285 | +556 | 0.82% | Q1 2026 | May 11, 2026 |
| FSA Investment Group, LLC | History | New | 68,721 | 3,568 | 1.44% | — | 286 | +68,721 | New | Q1 2026 | Apr 21, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 68,548 | 3,559 | 0.52% | — | 287 | +68,548 | New | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 68,100 | 3,535 | 0.77% | 0.62% | 288 | +13,903 | 25.65% | Q1 2026 | Apr 08, 2026 |
| EQ LLC | History | Added to | 66,583 | 3,457 | 0.97% | 0.93% | 289 | +5,571 | 9.13% | Q1 2026 | May 06, 2026 |
| Centurion Wealth Management LLC | History | Added to | 64,881 | 3,369 | 0.76% | 0.73% | 290 | +1,585 | 2.5% | Q1 2026 | Apr 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 64,552 | 3,352 | 1.93% | 2.11% | 291 | -5,809 | -8.26% | Q1 2026 | Apr 08, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 64,324 | 3,340 | 1.33% | 1.33% | 292 | +1,934 | 3.1% | Q1 2026 | Apr 22, 2026 |
| SOFI WEALTH, LLC | History | Added to | 64,122 | 3,329 | 0.16% | 0.15% | 293 | +7,877 | 14.0% | Q1 2026 | May 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 64,067 | 3,327 | 0.36% | 0.36% | 294 | +681 | 1.07% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 63,264 | 3,285 | 0.69% | 0.81% | 295 | -9,650 | -13.23% | Q1 2026 | May 05, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 62,789 | 3,260 | 1.47% | 1.94% | 296 | -18,914 | -23.15% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 64,203 | 3,252 | 0.06% | 0.03% | 297 | +36,333 | 130.37% | Q1 2026 | Apr 17, 2026 |
| Daviman Financial, LLC | History | Reduced | 62,596 | 3,250 | 1.92% | 2.29% | 298 | -11,278 | -15.27% | Q1 2026 | Apr 23, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 62,340 | 3,237 | 1.65% | 2.08% | 299 | -16,133 | -20.56% | Q1 2026 | Apr 17, 2026 |
| Lansing Street Advisors | History | Added to | 61,164 | 3,176 | 0.8% | 0.54% | 300 | +21,072 | 52.56% | Q1 2026 | Apr 28, 2026 |