BNY Mellon ETF Trust - BKLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RPOA Advisors, Inc. | History | Added to | 10,957,162 | 1,571,147 | 44.75% | 32.36% | 1 | +5,031,584 | 84.91% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,945,201 | 422,312 | 2.76% | 2.88% | 2 | +55,455 | 1.92% | Q2 2026 | Sep 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,798,540 | 257,892 | 0.04% | 0.04% | 3 | +272,294 | 17.84% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,591,662 | 228,228 | 0.01% | 0.0% | 4 | +1,115,578 | 234.32% | Q2 2026 | Aug 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 3,089,007 | 146,604 | 19.23% | 18.4% | 5 | +2,091,810 | 209.77% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 815,965 | 117,001 | 0.8% | 0.9% | 6 | -104,846 | -11.39% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 687,689 | 98,607 | 0.54% | 0.01% | 7 | +679,072 | 7880.61% | Q2 2026 | Aug 11, 2026 |
| Stadion Money Management, LLC | History | Reduced | 574,513 | 82,159 | 7.08% | 7.63% | 8 | -32,996 | -5.43% | Q2 2026 | Aug 14, 2026 |
| GM Advisory Group, LLC | History | No change | 622,092 | 77,643 | 2.99% | 2.99% | 9 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 519,190 | 74,446 | 0.02% | 0.02% | 10 | -77,057 | -12.92% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Reduced | 409,475 | 58,543 | 0.1% | 0.19% | 11 | -318,812 | -43.78% | Q2 2026 | Aug 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 390,319 | 55,967 | 8.07% | 5.14% | 12 | +132,942 | 51.65% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 367,942 | 52,759 | 0.01% | 0.01% | 13 | +116,481 | 46.32% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 324,262 | 46,496 | 0.01% | 0.01% | 14 | -87,385 | -21.23% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | Reduced | 290,869 | 41,707 | 1.22% | 1.31% | 15 | -12,518 | -4.13% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 280,378 | 40,203 | 0.02% | 0.02% | 16 | -8,948 | -3.09% | Q2 2026 | Aug 12, 2026 |
| JDM Financial Group LLC | History | Added to | 343,702 | 34,485 | 11.77% | 11.74% | 17 | +80,505 | 30.59% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 211,293 | 30,297 | 0.03% | 0.0% | 18 | +206,102 | 3970.37% | Q2 2026 | Aug 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 155,823 | 22,343 | 4.44% | 4.19% | 19 | +9,904 | 6.79% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 152,466 | 21,862 | 0.07% | 0.07% | 20 | +3,760 | 2.53% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 146,767 | 21,044 | 0.35% | 0.35% | 21 | +7,109 | 5.09% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Added to | 141,380 | 20,272 | 0.02% | 0.01% | 22 | +71,459 | 102.2% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 128,639 | 18,445 | 0.0% | 0.0% | 23 | +17,699 | 15.95% | Q2 2026 | Aug 03, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 126,339 | 18,115 | 3.73% | — | 24 | +126,339 | New | Q2 2026 | Jul 17, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 118,144 | 16,940 | 6.64% | 5.85% | 25 | +5,580 | 4.96% | Q2 2026 | Jul 09, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 102,922 | 14,755 | 7.35% | 7.06% | 26 | +3,002 | 3.0% | Q2 2026 | Aug 26, 2026 |
| UBS Group AG | History | Reduced | 99,349 | 14,245 | 0.0% | 0.0% | 27 | -4,667 | -4.49% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 89,643 | 12,816 | 1.99% | 1.65% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 82,378 | 11,813 | 0.01% | 0.01% | 29 | +24,227 | 41.66% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 69,947 | 10,029 | 3.48% | 3.28% | 30 | +1,367 | 1.99% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 69,204 | 9,861 | 0.0% | 0.0% | 31 | -9,347 | -11.9% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 50,408 | 7,228 | 0.13% | 0.15% | 32 | -6,008 | -10.65% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 47,477 | 6,807 | 0.03% | 0.0% | 33 | +44,966 | 1790.76% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 41,123 | 5,896 | 0.02% | 0.02% | 34 | -2,044 | -4.74% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,043 | 5,598 | 0.03% | 0.03% | 35 | +3,004 | 8.34% | Q2 2026 | Aug 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 37,418 | 5,365 | 0.03% | 0.03% | 36 | +5,302 | 16.51% | Q2 2026 | Jul 20, 2026 |
| Wealth Forward, LLC | History | Added to | 35,865 | 5,142 | 2.56% | 2.46% | 37 | +863 | 2.47% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 34,326 | 4,922 | 0.01% | 0.0% | 38 | +29,754 | 650.79% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 32,027 | 4,592 | 2.4% | 2.98% | 39 | -82,179 | -71.96% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,561 | 4,238 | 0.0% | 0.0% | 40 | -12,847 | -30.29% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 26,625 | 3,817 | 0.0% | 0.0% | 41 | -34 | -0.13% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,560 | 3,808 | 0.02% | 0.01% | 42 | +15,214 | 134.09% | Q2 2026 | Aug 13, 2026 |
| GenTrust, LLC | History | Reduced | 24,351 | 3,491 | 0.13% | 0.18% | 43 | -9,535 | -28.14% | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | Reduced | 23,275 | 3,337 | 0.18% | 0.18% | 44 | -213 | -0.91% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 22,695 | 3,234 | 0.35% | 0.53% | 45 | -9,963 | -30.51% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Added to | 22,180 | 3,180 | 0.0% | 0.0% | 46 | +11,088 | 99.96% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,511 | 3,084 | 0.03% | 0.03% | 47 | +2,300 | 11.97% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 21,241 | 3,045 | 0.0% | 0.0% | 48 | -15,221 | -41.74% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 21,000 | 3,011 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,969 | 3,006 | 0.01% | 0.01% | 50 | +3,637 | 20.98% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | Added to | 20,942 | 3,002 | 0.08% | 0.06% | 51 | +4,943 | 30.9% | Q2 2026 | Aug 07, 2026 |
| David Kennon Inc | History | Added to | 20,115 | 2,884 | 0.95% | 0.89% | 52 | +139 | 0.7% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,654 | 2,244 | 0.02% | 0.02% | 53 | +550 | 3.64% | Q2 2026 | Aug 11, 2026 |
| Wealth Group Ltd | History | Added to | 14,058 | 2,015 | 0.39% | 0.38% | 54 | +823 | 6.22% | Q2 2026 | Jul 10, 2026 |
| PRUDENTIAL PLC | History | Added to | 13,700 | 1,964 | 0.01% | 0.01% | 55 | +1,500 | 12.3% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,705 | 1,821 | 0.01% | 0.01% | 56 | +333 | 2.69% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 11,657 | 1,671 | 0.34% | 0.36% | 57 | -1,174 | -9.15% | Q2 2026 | Jul 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 11,580 | 1,660 | 0.02% | — | 58 | +11,580 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 11,580 | 1,660 | 0.03% | — | 59 | +11,580 | New | Q2 2026 | Aug 12, 2026 |
| Stiles Financial Services Inc | History | Reduced | 11,474 | 1,645 | 0.41% | 0.49% | 60 | -1,503 | -11.58% | Q2 2026 | Aug 12, 2026 |
| Herold Advisors, Inc. | History | Added to | 11,174 | 1,603 | 0.32% | 0.31% | 61 | +4 | 0.04% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,067 | 1,601 | 0.0% | 0.0% | 62 | +9,403 | 565.08% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,573 | 1,516 | 0.0% | 0.0% | 63 | +509 | 5.06% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 9,987 | 1,432 | 0.0% | — | 64 | +9,987 | New | Q2 2026 | Aug 14, 2026 |
| Andina Capital Management, LLC | History | New | 9,976 | 1,430 | 2.31% | — | 65 | +9,976 | New | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | New | 9,574 | 1,372 | 0.0% | — | 66 | +9,574 | New | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 9,154 | 1,313 | 0.05% | 0.02% | 67 | +2,923 | 46.91% | Q2 2026 | Aug 14, 2026 |
| Single Point Partners, LLC | History | Added to | 9,142 | 1,310 | 0.23% | 0.23% | 68 | +30 | 0.33% | Q2 2026 | Jul 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 9,132 | 1,309 | 0.05% | 0.07% | 69 | +1,381 | 17.82% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,380 | 1,201 | 0.0% | 0.0% | 70 | -5,091 | -37.79% | Q2 2026 | Jul 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 7,501 | 1,075 | 0.14% | 0.14% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,968 | 999 | 0.03% | 0.03% | 72 | -295 | -4.06% | Q2 2026 | Jul 27, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 6,890 | 987 | 0.45% | 0.41% | 73 | +510 | 7.99% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 6,505 | 933 | 0.02% | 0.04% | 74 | -7,113 | -52.23% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,460 | 931 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,986 | 858 | 0.01% | 0.01% | 76 | +105 | 1.79% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,848 | 838 | 0.02% | — | 77 | +5,848 | New | Q2 2026 | Aug 11, 2026 |
| Arlington Trust Co LLC | History | New | 5,675 | 813 | 0.07% | — | 78 | +5,675 | New | Q2 2026 | Jul 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,580 | 800 | 0.0% | 0.0% | 79 | -164 | -2.86% | Q2 2026 | Aug 19, 2026 |
| Western Wealth Management, LLC | History | New | 5,317 | 762 | 0.02% | — | 80 | +5,317 | New | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 5,243 | 752 | 0.0% | 0.0% | 81 | +117 | 2.28% | Q2 2026 | Aug 14, 2026 |
| E6 Portfolios, LLC | History | Added to | 5,148 | 738 | 0.59% | 0.52% | 82 | +1,173 | 29.51% | Q2 2026 | Aug 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 4,749 | 680 | 0.05% | — | 83 | +4,749 | New | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,628 | 663 | 0.0% | 0.0% | 84 | -924 | -16.64% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,591 | 658 | 0.01% | 0.03% | 85 | -3,487 | -43.17% | Q2 2026 | Aug 03, 2026 |
| BBR PARTNERS, LLC | History | New | 4,517 | 647 | 0.03% | — | 86 | +4,517 | New | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,271 | 612 | 0.01% | — | 87 | +4,271 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,211 | 603 | 0.04% | 0.04% | 88 | +8 | 0.19% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,146 | 594 | 0.01% | 0.01% | 89 | +993 | 31.49% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,101 | 588 | 0.01% | 0.01% | 90 | -84 | -2.01% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 3,925 | 562 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | New | 3,864 | 554 | 0.0% | — | 92 | +3,864 | New | Q2 2026 | Aug 03, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 3,481 | 499 | 0.05% | 0.05% | 93 | -180 | -4.92% | Q2 2026 | Jul 31, 2026 |
| Oath Planning, LLC | History | New | 3,166 | 453 | 0.34% | — | 94 | +3,166 | New | Q2 2026 | Jul 24, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,139 | 450 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accredited Investors Inc. | History | No change | 3,070 | 440 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | New | 2,957 | 424 | 0.17% | — | 98 | +2,957 | New | Q2 2026 | Jul 20, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 2,959 | 424 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 2,928 | 419 | 0.05% | — | 100 | +2,928 | New | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | New | 2,925 | 419 | 0.0% | — | 99 | +2,925 | New | Q2 2026 | Aug 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 2,882 | 413 | 0.1% | 0.1% | 101 | +10 | 0.35% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Reduced | 2,877 | 412 | 0.0% | 0.0% | 103 | -293 | -9.24% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,875 | 412 | 0.0% | 0.0% | 102 | +227 | 8.57% | Q2 2026 | Jul 27, 2026 |
| 626 Financial, LLC | History | Added to | 2,872 | 411 | 0.16% | 0.14% | 104 | +288 | 11.15% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Alliance LLC | History | No change | 2,868 | 411 | 0.03% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,705 | 387 | 0.01% | 0.01% | 106 | +279 | 11.5% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,668 | 382 | 0.0% | 0.0% | 107 | +66 | 2.54% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 2,492 | 357 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,495 | 357 | 0.05% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 2,482 | 355 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,347 | 336 | 0.06% | 0.06% | 111 | -109 | -4.44% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | New | 2,308 | 330 | 0.0% | — | 112 | +2,308 | New | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 2,265 | 324 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 2,257 | 323 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Added to | 2,237 | 320 | 0.0% | 0.0% | 115 | +7 | 0.31% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,213 | 317 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Added to | 2,134 | 305 | 0.0% | 0.0% | 117 | +488 | 29.65% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,059 | 295 | 0.01% | 0.01% | 118 | +110 | 5.64% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | New | 2,129 | 294 | 0.01% | — | 119 | +2,129 | New | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | New | 1,991 | 285 | 0.06% | — | 120 | +1,991 | New | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,947 | 279 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,905 | 273 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,905 | 273 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,886 | 270 | 0.0% | 0.0% | 124 | -193 | -9.28% | Q2 2026 | Aug 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 1,814 | 260 | 0.02% | 0.58% | 125 | -61,456 | -97.13% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | New | 1,817 | 260 | 0.0% | — | 126 | +1,817 | New | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 1,754 | 251 | 0.0% | 0.0% | 127 | +4 | 0.23% | Q2 2026 | Aug 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 1,723 | 247 | 0.11% | 0.12% | 128 | +6 | 0.35% | Q2 2026 | Jul 13, 2026 |
| One Wealth Advisors, LLC | History | No change | 1,704 | 244 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 1,699 | 243 | 0.0% | — | 130 | +1,699 | New | Q2 2026 | Aug 06, 2026 |
| Watchman Group, Inc. | History | New | 1,653 | 237 | 0.05% | — | 131 | +1,653 | New | Q2 2026 | Jul 24, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,484 | 212 | 0.0% | — | 132 | +1,484 | New | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 1,430 | 205 | 0.01% | — | 133 | +1,430 | New | Q2 2026 | Jul 17, 2026 |
| Dakota Wealth Management | History | New | 1,426 | 204 | 0.0% | — | 134 | +1,426 | New | Q2 2026 | Aug 07, 2026 |
| BXM Wealth LLC | History | New | 1,405 | 201 | 0.11% | — | 135 | +1,405 | New | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 800 | 114 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Regatta Research & Money Management | History | New | 789 | 113 | 0.11% | — | 137 | +789 | New | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 775 | 111 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | No change | 760 | 108 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO | History | No change | 613 | 88 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 589 | 84 | 0.0% | 0.0% | 141 | +239 | 68.29% | Q2 2026 | Aug 07, 2026 |
| Kings Path Partners LLC | History | No change | 589 | 84 | 0.02% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | Added to | 422 | 60 | 0.0% | 0.0% | 143 | +364 | 627.59% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | New | 400 | 57 | 0.0% | — | 144 | +400 | New | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 384 | 55 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Abound Wealth Management | History | Added to | 315 | 45 | 0.01% | 0.01% | 146 | +2 | 0.64% | Q2 2026 | Jul 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 249 | 35 | 0.0% | 0.0% | 147 | -1,109 | -81.66% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 250 | 35 | 0.01% | — | 148 | +250 | New | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 202 | 28 | 0.0% | — | 149 | +202 | New | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 141 | 20 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 139 | 19 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Noble Wealth Management PBC | History | No change | 120 | 17 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 100 | 14 | 0.0% | — | 153 | +100 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 58 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SHP Wealth Management | History | Added to | 9 | 1 | 0.0% | — | 157 | +5 | 125.0% | Q2 2026 | Aug 11, 2026 |
| Main Management Fund Advisors LLC | History | Closed out | 0 | 0 | — | 21.13% | — | -1,592,635 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 4.49% | — | -78,689 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,813 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.13% | — | -14,660 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,530 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,270 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,705 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,206 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,030 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -548 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Evergreen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |