BNY Mellon ETF Trust II - BKDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | History | Added to | 151,684,885 | 3,863,142 | 0.71% | 0.02% | 1 | +146,961,602 | 3111.43% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,914,820 | 204,962 | 0.06% | 0.03% | 2 | +3,936,056 | 132.14% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,969,257 | 117,728 | 6.73% | 6.22% | 3 | +161,422 | 4.24% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,463,908 | 102,584 | 0.01% | 0.0% | 4 | +1,375,782 | 65.89% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,221,860 | 65,900 | 0.09% | 0.09% | 5 | -52,820 | -2.32% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,621,006 | 47,856 | 0.04% | 0.04% | 6 | +226,581 | 16.25% | Q1 2026 | May 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 1,120,695 | 33,239 | 4.04% | 3.04% | 7 | +281,853 | 33.6% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 1,119,430 | 33,202 | 2.4% | 1.96% | 8 | +280,588 | 33.45% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 1,010,952 | 29,927 | 0.01% | 0.0% | 9 | +1,002,547 | 11927.98% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | New | 960,263 | 28,481 | 0.03% | — | 10 | +960,263 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 866,589 | 25,669 | 0.03% | 0.02% | 11 | +334,492 | 62.86% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 741,541 | 21,969 | 0.11% | 0.11% | 12 | +30,049 | 4.22% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 587,570 | 17,427 | 0.14% | 0.05% | 13 | +443,487 | 307.8% | Q1 2026 | May 15, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 459,087 | 11,982 | 5.77% | — | 14 | +459,087 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 413,071 | 11,942 | 0.0% | 0.0% | 15 | +264,392 | 177.83% | Q1 2026 | May 04, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 446,726 | 11,659 | 6.89% | — | 16 | +446,726 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 451,069 | 11,404 | 0.0% | — | 17 | +451,069 | New | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 350,119 | 10,384 | 0.16% | 0.08% | 18 | +188,464 | 116.58% | Q1 2026 | May 04, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 342,566 | 10,160 | 3.9% | 3.63% | 19 | +6,036 | 1.79% | Q1 2026 | Apr 24, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 299,201 | 8,874 | 3.75% | 3.49% | 20 | +1,533 | 0.52% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 291,158 | 8,635 | 0.01% | 0.0% | 21 | +245,686 | 540.3% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 306,907 | 8,556 | 1.55% | 0.99% | 22 | -33,411 | -9.82% | Q1 2026 | Apr 21, 2026 |
| Ruggaard & Associates LLC | History | No change | 265,164 | 7,695 | 3.03% | 3.03% | 23 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 244,141 | 7,241 | 0.05% | 0.06% | 24 | +5,573 | 2.34% | Q1 2026 | Apr 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 229,887 | 6,818 | 6.35% | — | 25 | +229,887 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 217,341 | 6,446 | 0.01% | — | 26 | +217,341 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 212,528 | 6,322 | 0.01% | 0.0% | 27 | +204,778 | 2642.3% | Q1 2026 | Apr 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 204,852 | 6,075 | 0.31% | 0.19% | 28 | +79,468 | 63.38% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | New | 199,448 | 5,915 | 0.12% | — | 29 | +199,448 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 231,359 | 5,873 | 0.0% | — | 30 | +231,359 | New | Q1 2026 | May 12, 2026 |
| JSF Financial, LLC | History | Added to | 186,738 | 5,538 | 1.09% | 0.37% | 31 | +125,588 | 205.38% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | New | 183,048 | 5,429 | 0.01% | — | 32 | +183,048 | New | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,091 | 4,096 | 0.01% | 0.0% | 33 | +123,871 | 871.1% | Q1 2026 | Apr 30, 2026 |
| Financial Partners Group, Inc | History | Added to | 127,749 | 3,789 | 0.45% | 0.32% | 34 | +35,415 | 38.36% | Q1 2026 | Apr 10, 2026 |
| Maia Wealth LLC | History | Added to | 127,319 | 3,776 | 0.64% | 0.64% | 35 | +3,804 | 3.08% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | New | 140,833 | 3,583 | 0.01% | — | 36 | +140,833 | New | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | New | 133,635 | 3,474 | 0.01% | — | 37 | +133,635 | New | Q1 2026 | May 06, 2026 |
| FULTON BANK, N.A. | History | New | 126,326 | 3,111 | 0.11% | — | 38 | +126,326 | New | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 101,622 | 2,949 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,238 | 2,921 | 0.01% | 0.0% | 40 | +93,332 | 468.86% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 93,395 | 2,767 | 0.01% | 0.01% | 41 | +7,446 | 8.66% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 92,120 | 2,732 | 1.37% | 1.03% | 42 | +21,273 | 30.03% | Q1 2026 | Apr 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,369 | 2,709 | 0.01% | 0.01% | 43 | +10,096 | 12.42% | Q1 2026 | May 05, 2026 |
| Next Level Private LLC | History | Added to | 82,305 | 2,441 | 0.55% | 0.34% | 44 | +37,450 | 83.49% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 82,241 | 2,439 | 0.05% | 0.05% | 45 | +7,027 | 9.34% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,019 | 2,403 | 0.01% | 0.01% | 46 | +16,628 | 25.82% | Q1 2026 | Apr 30, 2026 |
| American Alpha Advisors, LLC | History | Added to | 81,046 | 2,403 | 1.28% | 1.13% | 47 | +15,175 | 23.04% | Q1 2026 | May 14, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 76,942 | 2,282 | 1.39% | 0.8% | 48 | +35,663 | 86.4% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 87,109 | 2,227 | 0.0% | — | 49 | +87,109 | New | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 69,082 | 2,049 | 0.02% | 0.01% | 50 | +14,876 | 27.44% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY TRUST CO | History | New | 79,929 | 2,045 | 0.02% | — | 51 | +79,929 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 81,464 | 2,038 | 0.07% | — | 52 | +81,464 | New | Q1 2026 | Apr 28, 2026 |
| GGM Financial LLC | History | Added to | 65,288 | 1,936 | 0.89% | 0.55% | 53 | +26,200 | 67.03% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 64,038 | 1,899 | 0.14% | 0.11% | 54 | +13,208 | 25.98% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 71,796 | 1,854 | 0.0% | 0.0% | 55 | +71,732 | 112081.25% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 67,816 | 1,725 | 0.01% | — | 56 | +67,816 | New | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | New | 58,536 | 1,511 | 0.12% | — | 57 | +58,536 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 57,915 | 1,463 | 0.0% | — | 58 | +57,915 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 49,173 | 1,458 | 0.0% | — | 59 | +49,173 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 53,443 | 1,425 | 0.0% | — | 60 | +53,443 | New | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 53,841 | 1,384 | 0.01% | 0.0% | 61 | +52,846 | 5311.16% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 53,358 | 1,362 | 0.02% | — | 62 | +53,358 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 52,095 | 1,318 | 0.0% | — | 63 | +52,095 | New | Q1 2026 | May 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 53,275 | 1,312 | 0.08% | — | 65 | +53,275 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 44,255 | 1,312 | 0.02% | 0.01% | 64 | +16,166 | 57.55% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Added to | 44,032 | 1,305 | 0.05% | 0.03% | 66 | +11,806 | 36.64% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 43,897 | 1,301 | 0.09% | 0.08% | 67 | +5,699 | 14.92% | Q1 2026 | May 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 49,504 | 1,292 | 0.15% | — | 68 | +49,504 | New | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 47,488 | 1,255 | 0.05% | 0.01% | 69 | +37,524 | 376.6% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 38,619 | 1,121 | 0.0% | 0.0% | 70 | +13,369 | 52.95% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 41,022 | 1,047 | 0.0% | — | 71 | +41,022 | New | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 35,162 | 1,042 | 0.03% | 0.01% | 72 | +26,692 | 315.14% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | New | 40,959 | 1,008 | 0.0% | — | 73 | +40,959 | New | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 31,120 | 923 | 0.19% | 0.07% | 74 | +19,347 | 164.33% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 34,708 | 905 | 0.0% | — | 75 | +34,708 | New | Q1 2026 | May 13, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 28,636 | 849 | 0.2% | 0.19% | 76 | +1,836 | 6.85% | Q1 2026 | Apr 20, 2026 |
| 5T Wealth, LLC | History | Added to | 28,020 | 831 | 0.33% | 0.29% | 77 | +3,227 | 13.02% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | New | 33,566 | 826 | 0.0% | — | 78 | +33,566 | New | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | Added to | 27,594 | 818 | 0.24% | 0.19% | 79 | +6,358 | 29.94% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | New | 25,950 | 769 | 0.0% | — | 80 | +25,950 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 28,953 | 755 | 0.0% | — | 81 | +28,953 | New | Q1 2026 | May 14, 2026 |
| Northstar Financial Companies, Inc. | History | New | 29,663 | 748 | 0.59% | — | 82 | +29,663 | New | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | New | 26,783 | 659 | 0.02% | — | 83 | +26,783 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | New | 25,542 | 649 | 0.04% | — | 84 | +25,542 | New | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | New | 25,464 | 648 | 0.0% | — | 86 | +25,464 | New | Q1 2026 | May 15, 2026 |
| Investment Insight Wealth Management, LLC | History | Added to | 21,880 | 648 | 0.7% | 0.38% | 85 | +8,473 | 63.2% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 24,423 | 637 | 0.01% | — | 87 | +24,423 | New | Q1 2026 | May 05, 2026 |
| POSTROCK PARTNERS LLC | History | New | 25,342 | 624 | 0.29% | — | 88 | +25,342 | New | Q1 2026 | May 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 22,566 | 570 | 0.01% | — | 89 | +22,566 | New | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 20,924 | 531 | 0.01% | 0.0% | 90 | +19,079 | 1034.09% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | New | 20,811 | 512 | 0.01% | — | 91 | +20,811 | New | Q1 2026 | May 04, 2026 |
| Trademark Financial Management, LLC | History | Added to | 16,939 | 502 | 0.25% | 0.23% | 92 | +2,367 | 16.24% | Q1 2026 | Apr 27, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 16,777 | 497 | 0.05% | 0.05% | 93 | +878 | 5.52% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 16,777 | 497 | 0.07% | 0.07% | 94 | +878 | 5.52% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | New | 19,394 | 491 | 0.0% | — | 95 | +19,394 | New | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | New | 18,960 | 483 | 0.02% | — | 96 | +18,960 | New | Q1 2026 | May 12, 2026 |
| BXM Wealth LLC | History | Added to | 15,835 | 469 | 0.36% | 0.2% | 97 | +6,910 | 77.42% | Q1 2026 | Apr 23, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 15,140 | 449 | 0.06% | — | 98 | +15,140 | New | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | No change | 13,615 | 422 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | New | 15,993 | 417 | 0.0% | — | 100 | +15,993 | New | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 15,815 | 412 | 0.05% | — | 101 | +15,815 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 16,478 | 405 | 0.05% | — | 102 | +16,478 | New | Q1 2026 | Apr 28, 2026 |
| Meramec Financial Planners, LLC | History | No change | 11,680 | 365 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,920 | 363 | 0.0% | — | 104 | +13,920 | New | Q1 2026 | May 12, 2026 |
| NCM Capital Management, LLC | History | New | 12,200 | 361 | 0.13% | — | 105 | +12,200 | New | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 14,298 | 352 | 0.0% | — | 106 | +14,298 | New | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | New | 13,165 | 343 | 0.02% | — | 107 | +13,165 | New | Q1 2026 | May 11, 2026 |
| Creative Planning | History | New | 12,621 | 329 | 0.0% | — | 108 | +12,621 | New | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 10,869 | 322 | 0.05% | — | 109 | +10,869 | New | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | New | 11,963 | 312 | 0.0% | — | 110 | +11,963 | New | Q1 2026 | May 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 11,782 | 307 | 0.06% | — | 111 | +11,782 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 11,729 | 300 | 0.02% | — | 112 | +11,729 | New | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,299 | 295 | 0.0% | — | 113 | +11,299 | New | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 10,551 | 275 | 0.02% | — | 114 | +10,551 | New | Q1 2026 | May 12, 2026 |
| Clean Yield Group | History | New | 10,529 | 274 | 0.08% | — | 115 | +10,529 | New | Q1 2026 | Apr 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 10,328 | 266 | 0.13% | — | 116 | +10,328 | New | Q1 2026 | May 01, 2026 |
| Essex Bank | History | Reduced | 8,929 | 264 | 0.06% | 0.07% | 117 | -1,566 | -14.92% | Q1 2026 | Apr 17, 2026 |
| Cypress Capital Group | History | New | 10,099 | 257 | 0.03% | — | 118 | +10,099 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 8,606 | 255 | 0.0% | — | 119 | +8,606 | New | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 8,647 | 250 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,435 | 246 | 0.0% | 0.0% | 121 | -21,116 | -69.12% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 9,823 | 241 | 0.01% | — | 122 | +9,823 | New | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | New | 8,769 | 228 | 0.01% | — | 123 | +8,769 | New | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 8,686 | 226 | 0.0% | — | 124 | +8,686 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | New | 8,217 | 214 | 0.0% | — | 125 | +8,217 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,335 | 205 | 0.02% | — | 126 | +8,335 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 8,042 | 205 | 0.0% | — | 127 | +8,042 | New | Q1 2026 | May 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 8,019 | 204 | 0.01% | — | 128 | +8,019 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | New | 8,205 | 202 | 0.0% | — | 129 | +8,205 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,750 | 200 | 0.0% | — | 130 | +6,750 | New | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 6,792 | 167 | 0.09% | — | 131 | +6,792 | New | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | New | 6,485 | 159 | 0.01% | — | 132 | +6,485 | New | Q1 2026 | Apr 08, 2026 |
| Smithfield Trust Co | History | New | 6,042 | 158 | 0.01% | — | 133 | +6,042 | New | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | New | 6,385 | 157 | 0.01% | — | 134 | +6,385 | New | Q1 2026 | May 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 5,462 | 142 | 0.01% | — | 135 | +5,462 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 4,550 | 134 | 0.0% | — | 136 | +4,550 | New | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | New | 4,332 | 128 | 0.06% | — | 137 | +4,332 | New | Q1 2026 | May 04, 2026 |
| ADG Wealth Management Group, LLC | History | New | 4,847 | 119 | 0.08% | — | 138 | +4,847 | New | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | New | 4,331 | 108 | 0.0% | — | 139 | +4,331 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 3,871 | 95 | 0.0% | — | 140 | +3,871 | New | Q1 2026 | Apr 13, 2026 |
| Morse Asset Management, Inc | History | New | 2,337 | 60 | 0.01% | — | 141 | +2,337 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 1,750 | 51 | 0.0% | — | 142 | +1,750 | New | Q1 2026 | May 19, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,250 | 37 | 0.0% | 0.0% | 143 | -500 | -28.57% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | New | 26,334 | 26 | 0.0% | — | 144 | +26,334 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 421 | 12 | 0.0% | — | 145 | +421 | New | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 400 | 11 | 0.0% | — | 147 | +400 | New | Q1 2026 | Apr 21, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 391 | 11 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 349 | 10 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 104 | 2 | 0.0% | — | 149 | +104 | New | Q1 2026 | May 04, 2026 |