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 | Reduced | 5,925,578 | 739,571 | 32.36% | 43.6% | 1 | -7,214,267 | -54.9% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,889,746 | 360,669 | 2.88% | 3.76% | 2 | +467,334 | 19.29% | Q1 2026 | May 15, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 1,592,635 | 251,640 | 21.13% | 12.27% | 3 | +563,735 | 54.79% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,526,246 | 190,490 | 0.04% | 0.03% | 4 | +174,048 | 12.87% | Q1 2026 | May 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 997,197 | 124,460 | 18.4% | 19.4% | 5 | +31,602 | 3.27% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 920,811 | 114,926 | 0.9% | 0.19% | 6 | +713,154 | 343.43% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 728,287 | 90,611 | 0.19% | 0.2% | 7 | +74,610 | 11.41% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 622,092 | 77,643 | 2.99% | 2.78% | 8 | +80,131 | 14.79% | Q1 2026 | Apr 28, 2026 |
| Stadion Money Management, LLC | History | Added to | 607,509 | 75,823 | 7.63% | 4.85% | 9 | +150,119 | 32.82% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 596,247 | 74,430 | 0.02% | 0.02% | 10 | -84,753 | -12.45% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 476,084 | 59,420 | 0.0% | 0.0% | 11 | +355,634 | 295.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 411,647 | 51,377 | 0.01% | 0.0% | 12 | +395,008 | 2373.99% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Reduced | 303,387 | 37,865 | 1.31% | 1.52% | 13 | -8,949 | -2.87% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 289,326 | 36,110 | 0.02% | 0.03% | 14 | -18,676 | -6.06% | Q1 2026 | May 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 257,377 | 32,123 | 5.14% | 5.45% | 15 | -6,029 | -2.29% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 251,461 | 31,384 | 0.01% | 0.01% | 16 | +17,624 | 7.54% | Q1 2026 | May 06, 2026 |
| JDM Financial Group LLC | History | Added to | 263,197 | 30,445 | 11.74% | 11.0% | 17 | +46,566 | 21.5% | Q1 2026 | May 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 148,706 | 18,560 | 0.07% | 0.07% | 18 | +13,357 | 9.87% | Q1 2026 | Apr 30, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 145,919 | 18,212 | 4.19% | 4.4% | 19 | -1,691 | -1.15% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 139,658 | 17,430 | 0.35% | 0.37% | 20 | +1,042 | 0.75% | Q1 2026 | May 14, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 112,564 | 14,049 | 5.85% | 4.64% | 21 | +32,983 | 41.45% | Q1 2026 | Apr 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 110,940 | 13,846 | 0.0% | 0.0% | 22 | +10,187 | 10.11% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 104,016 | 12,982 | 0.0% | 0.0% | 23 | +5,360 | 5.43% | Q1 2026 | May 05, 2026 |
| Advisors Preferred, LLC | History | No change | 89,643 | 11,188 | 1.65% | 1.91% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WIN ADVISORS, INC | History | New | 78,689 | 9,821 | 4.49% | — | 25 | +78,689 | New | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 78,551 | 9,521 | 0.0% | 0.0% | 26 | -21,639 | -21.6% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 69,497 | 9,090 | 5.69% | 5.69% | 27 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 69,921 | 8,726 | 0.01% | 0.01% | 28 | +3,395 | 5.1% | Q1 2026 | May 13, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 68,580 | 8,559 | 3.28% | 3.18% | 29 | +3,209 | 4.91% | Q1 2026 | Apr 24, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 63,270 | 7,896 | 0.58% | 0.62% | 30 | -3,307 | -4.97% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 58,151 | 7,258 | 0.01% | 0.02% | 31 | -32,691 | -35.99% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 56,416 | 7,041 | 0.15% | 0.16% | 32 | +2,048 | 3.77% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,167 | 5,387 | 0.02% | 0.01% | 33 | +22,198 | 105.86% | Q1 2026 | Jun 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 42,408 | 5,292 | 0.0% | 0.0% | 34 | -4,210 | -9.03% | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 114,206 | 5,091 | 2.98% | 1.33% | 35 | +96,309 | 538.13% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 36,039 | 4,713 | 0.03% | 0.03% | 36 | +3,610 | 11.13% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 36,462 | 4,550 | 0.0% | 0.0% | 37 | +30,167 | 479.22% | Q1 2026 | May 14, 2026 |
| Wealth Forward, LLC | History | Reduced | 35,002 | 4,368 | 2.46% | 2.61% | 38 | -364 | -1.03% | Q1 2026 | May 04, 2026 |
| GenTrust, LLC | History | Reduced | 33,886 | 4,229 | 0.18% | 0.28% | 39 | -16,089 | -32.19% | Q1 2026 | Apr 27, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 32,658 | 4,019 | 0.53% | 0.5% | 40 | +4,386 | 15.51% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 32,116 | 4,008 | 0.03% | 0.03% | 41 | +9,035 | 39.14% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,813 | 3,471 | 0.0% | 0.0% | 42 | +14,671 | 111.63% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,659 | 3,327 | 0.0% | 0.0% | 43 | +23,519 | 749.01% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 23,488 | 2,931 | 0.18% | — | 44 | +23,488 | New | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | New | 21,000 | 2,621 | 0.0% | — | 45 | +21,000 | New | Q1 2026 | Jun 02, 2026 |
| David Kennon Inc | History | Added to | 19,976 | 2,493 | 0.89% | 0.89% | 46 | +784 | 4.09% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,211 | 2,397 | 0.03% | 0.04% | 47 | +184 | 0.97% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,332 | 2,163 | 0.01% | 0.01% | 48 | +315 | 1.85% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 15,999 | 1,996 | 0.06% | 0.06% | 49 | -40 | -0.25% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,104 | 1,885 | 0.02% | 0.02% | 50 | +217 | 1.46% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,660 | 1,829 | 0.13% | 0.13% | 51 | +12 | 0.08% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 13,618 | 1,700 | 0.04% | 0.01% | 52 | +11,694 | 607.8% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,471 | 1,681 | 0.0% | 0.0% | 53 | +187 | 1.41% | Q1 2026 | Apr 27, 2026 |
| Wealth Group Ltd | History | Added to | 13,235 | 1,651 | 0.38% | 0.29% | 54 | +3,168 | 31.47% | Q1 2026 | Apr 10, 2026 |
| Stiles Financial Services Inc | History | Reduced | 12,977 | 1,619 | 0.49% | 0.71% | 55 | -4,575 | -26.07% | Q1 2026 | Apr 30, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 12,831 | 1,601 | 0.36% | 0.46% | 56 | -2,439 | -15.97% | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,530 | 1,563 | 0.0% | 0.0% | 57 | +5,412 | 76.03% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,372 | 1,544 | 0.01% | 0.0% | 58 | +6,156 | 99.03% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL PLC | History | New | 12,200 | 1,522 | 0.01% | — | 59 | +12,200 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,346 | 1,416 | 0.01% | 0.01% | 60 | +221 | 1.99% | Q1 2026 | May 05, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,170 | 1,394 | 0.31% | 0.34% | 61 | -370 | -3.21% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 11,092 | 1,384 | 0.0% | 0.0% | 62 | +2,970 | 36.57% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,064 | 1,256 | 0.0% | 0.0% | 63 | -736 | -6.81% | Q1 2026 | May 15, 2026 |
| Single Point Partners, LLC | History | Added to | 9,112 | 1,137 | 0.23% | 0.24% | 64 | +28 | 0.31% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,617 | 1,075 | 0.01% | 0.01% | 65 | +26 | 0.3% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | New | 8,078 | 1,008 | 0.03% | — | 66 | +8,078 | New | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 7,263 | 975 | 0.03% | 0.01% | 67 | +5,564 | 327.49% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 7,751 | 967 | 0.07% | 0.07% | 68 | -30 | -0.39% | Q1 2026 | May 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 7,501 | 936 | 0.14% | 0.3% | 69 | -6,799 | -47.55% | Q1 2026 | May 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,460 | 931 | 0.16% | 0.17% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 6,380 | 796 | 0.41% | 0.42% | 71 | +406 | 6.8% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 6,231 | 778 | 0.02% | 0.02% | 72 | +1,760 | 39.36% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,881 | 734 | 0.01% | 0.01% | 73 | -1,367 | -18.86% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,744 | 716 | 0.0% | 0.0% | 74 | +503 | 9.6% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,552 | 692 | 0.0% | 0.0% | 75 | -666 | -10.71% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,270 | 657 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,191 | 647 | 0.0% | 0.0% | 77 | -262 | -4.8% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 5,126 | 640 | 0.0% | 0.0% | 78 | +677 | 15.22% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,572 | 570 | 0.0% | 0.0% | 79 | +3,372 | 281.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,203 | 524 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,185 | 522 | 0.01% | 0.01% | 81 | -13 | -0.31% | Q1 2026 | May 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 3,975 | 496 | 0.52% | 0.45% | 82 | +983 | 32.85% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | New | 3,925 | 489 | 0.01% | — | 83 | +3,925 | New | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,661 | 456 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,170 | 395 | 0.0% | 0.0% | 85 | +1,353 | 74.46% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,153 | 393 | 0.01% | 0.01% | 86 | -956 | -23.27% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,868 | 384 | 0.02% | 0.02% | 87 | +150 | 5.52% | Q1 2026 | Apr 20, 2026 |
| Accredited Investors Inc. | History | No change | 3,070 | 383 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 2,959 | 369 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 2,872 | 361 | 0.1% | 0.11% | 90 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,705 | 337 | 0.0% | 0.01% | 91 | -7,643 | -73.86% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,648 | 331 | 0.0% | 0.0% | 92 | +140 | 5.58% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,602 | 324 | 0.0% | 0.0% | 93 | +300 | 13.03% | Q1 2026 | May 11, 2026 |
| 626 Financial, LLC | History | Added to | 2,584 | 322 | 0.14% | 0.14% | 94 | +5 | 0.19% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | New | 2,511 | 313 | 0.0% | — | 95 | +2,511 | New | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | No change | 2,492 | 311 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,495 | 311 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | No change | 2,482 | 309 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,456 | 306 | 0.06% | 0.1% | 99 | -1,071 | -30.37% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,426 | 302 | 0.01% | 0.01% | 100 | -110 | -4.34% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | No change | 2,265 | 282 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 2,257 | 281 | 0.03% | — | 102 | +2,257 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 2,230 | 278 | 0.0% | 0.0% | 103 | +5 | 0.22% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,213 | 276 | 0.0% | 0.0% | 104 | +373 | 20.27% | Q1 2026 | Apr 30, 2026 |
| Castleview Partners, LLC | History | New | 2,206 | 275 | 0.14% | — | 105 | +2,206 | New | Q1 2026 | May 01, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 2,079 | 259 | 0.0% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | New | 2,030 | 253 | 0.0% | — | 107 | +2,030 | New | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,947 | 243 | 0.01% | 0.01% | 108 | -20 | -1.02% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,949 | 243 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,905 | 237 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,905 | 237 | 0.01% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 1,740 | 227 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,750 | 218 | 0.0% | — | 113 | +1,750 | New | Q1 2026 | May 08, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 1,717 | 214 | 0.12% | 0.13% | 114 | +5 | 0.29% | Q1 2026 | Apr 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 1,704 | 212 | 0.03% | 0.05% | 115 | -1,566 | -47.89% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,664 | 208 | 0.0% | 0.0% | 116 | -945 | -36.22% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 1,646 | 205 | 0.0% | 0.0% | 117 | -4,378 | -72.68% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,358 | 169 | 0.0% | 0.0% | 118 | +1,320 | 3473.68% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 817 | 106 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | No change | 800 | 99 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 775 | 96 | 0.0% | 0.0% | 121 | -120 | -13.41% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | No change | 760 | 94 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 676 | 88 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 613 | 77 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | New | 548 | 68 | 0.0% | — | 125 | +548 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 400 | 49 | 0.0% | 0.0% | 126 | -298 | -42.69% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 384 | 47 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 350 | 43 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | New | 313 | 39 | 0.01% | — | 129 | +313 | New | Q1 2026 | Apr 10, 2026 |
| Ascentis Independent Advisors | History | New | 200 | 24 | 0.0% | — | 130 | +200 | New | Q1 2026 | Apr 28, 2026 |
| Evergreen Advisors, LLC | History | New | 148 | 18 | 0.0% | — | 132 | +148 | New | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | No change | 145 | 18 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 139 | 17 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 141 | 17 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 118 | 14 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Noble Wealth Management PBC | History | No change | 120 | 14 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 92 | 11 | 0.0% | 0.0% | 137 | -195 | -67.94% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 58 | 7 | 0.0% | 0.0% | 139 | -471 | -89.04% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 58 | 7 | 0.0% | 0.0% | 138 | -290 | -83.33% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| McIlrath & Eck, LLC | History | Added to | 35 | 4 | 0.0% | 0.0% | 141 | +27 | 337.5% | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 142 | -1 | -7.69% | Q1 2026 | May 08, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 5.69% | — | -141,392 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -14,312 | -100.0% | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,580 | -100.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,179 | -100.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -4,820 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -4,455 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,216 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,874 | -100.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,010 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,672 | -100.0% | Q1 2026 | May 07, 2026 |
| Watchman Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,653 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,597 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -105 | -100.0% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| PFS Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |