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 | 30,295,291 | 1,480,227 | 44.15% | 44.75% | 1 | +19,338,129 | 176.49% | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,945,201 | 422,312 | 2.76% | 2.76% | 2 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,420,021 | 264,822 | 0.04% | 0.04% | 3 | +3,621,481 | 201.36% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 1,591,662 | 228,228 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 3,173,430 | 155,053 | 19.36% | 19.23% | 5 | +84,423 | 2.73% | Q3 2026 | Nov 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 815,965 | 117,001 | 0.8% | 0.8% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 687,689 | 98,607 | 0.54% | 0.54% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stadion Money Management, LLC | History | No change | 574,513 | 82,159 | 7.08% | 7.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 519,190 | 74,446 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 409,475 | 58,543 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 367,942 | 52,759 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 1,072,400 | 52,397 | 7.8% | 8.07% | 12 | +682,081 | 174.75% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 324,262 | 46,496 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 879,936 | 42,993 | 0.72% | 0.03% | 14 | +868,356 | 7498.76% | Q3 2026 | Nov 04, 2026 |
| Zhang Financial LLC | History | No change | 290,869 | 41,707 | 1.22% | 1.22% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 280,378 | 40,203 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JDM Financial Group LLC | History | No change | 343,702 | 34,485 | 11.77% | 11.77% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | No change | 211,293 | 30,297 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 479,096 | 23,408 | 4.55% | 4.44% | 19 | +323,273 | 207.46% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 462,399 | 22,592 | 0.06% | 0.07% | 20 | +309,933 | 203.28% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 441,659 | 21,579 | 0.36% | 0.35% | 21 | +294,892 | 200.93% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 141,380 | 20,272 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 388,536 | 18,983 | 7.22% | 6.64% | 23 | +270,392 | 228.87% | Q3 2026 | Oct 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 128,639 | 18,445 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Added to | 357,005 | 17,443 | 3.66% | 3.73% | 25 | +230,666 | 182.58% | Q3 2026 | Oct 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 102,922 | 14,755 | 7.35% | 7.35% | 26 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| UBS Group AG | History | No change | 99,349 | 14,245 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 89,643 | 12,816 | 1.99% | 1.99% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 82,378 | 11,813 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KHAZANAH NASIONAL BERHAD | History | No change | 77,000 | 11,041 | 0.63% | 0.63% | 30 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 69,947 | 10,029 | 3.48% | 3.48% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 203,375 | 9,936 | 0.05% | 0.03% | 32 | +155,898 | 328.37% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 69,204 | 9,861 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 183,174 | 8,949 | 0.15% | 0.13% | 34 | +132,766 | 263.38% | Q3 2026 | Oct 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 129,975 | 6,351 | 0.04% | 0.03% | 35 | +92,557 | 247.36% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,123 | 5,896 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 39,043 | 5,598 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 34,326 | 4,922 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 32,027 | 4,592 | 2.4% | 2.4% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 29,561 | 4,238 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,625 | 3,817 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Forward, LLC | History | Added to | 78,033 | 3,812 | 1.73% | 2.56% | 42 | +42,168 | 117.57% | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 26,560 | 3,808 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenTrust, LLC | History | No change | 24,351 | 3,491 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | No change | 23,275 | 3,337 | 0.18% | 0.18% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 65,184 | 3,205 | 0.29% | 0.35% | 46 | +42,489 | 187.22% | Q3 2026 | Oct 22, 2026 |
| FMR LLC | History | No change | 22,180 | 3,180 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 21,511 | 3,084 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 21,241 | 3,045 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 21,000 | 3,011 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,969 | 3,006 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| David Kennon Inc | History | Added to | 61,250 | 2,992 | 0.99% | 0.95% | 52 | +41,135 | 204.5% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Added to | 60,965 | 2,978 | 0.08% | 0.08% | 53 | +40,023 | 191.11% | Q3 2026 | Oct 23, 2026 |
| Wealth Group Ltd | History | Added to | 46,598 | 2,294 | 0.42% | 0.39% | 54 | +32,540 | 231.47% | Q3 2026 | Oct 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,654 | 2,244 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Andina Capital Management, LLC | History | Added to | 42,120 | 2,057 | 2.96% | 2.31% | 56 | +32,144 | 322.21% | Q3 2026 | Oct 21, 2026 |
| PRUDENTIAL PLC | History | No change | 13,700 | 1,964 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,705 | 1,821 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,252 | 1,744 | 0.0% | 0.0% | 59 | +24,185 | 218.53% | Q3 2026 | Oct 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,580 | 1,660 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 33,548 | 1,639 | 0.34% | 0.34% | 61 | +21,891 | 187.79% | Q3 2026 | Oct 05, 2026 |
| Stiles Financial Services Inc | History | Added to | 33,050 | 1,614 | 0.41% | 0.41% | 62 | +21,576 | 188.04% | Q3 2026 | Oct 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,573 | 1,516 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 9,987 | 1,432 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Added to | 28,760 | 1,405 | 0.27% | 0.32% | 65 | +17,586 | 157.38% | Q3 2026 | Oct 19, 2026 |
| Quantinno Capital Management LP | History | No change | 9,574 | 1,372 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Single Point Partners, LLC | History | Added to | 27,498 | 1,346 | 0.24% | 0.23% | 67 | +18,356 | 200.79% | Q3 2026 | Oct 19, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,154 | 1,313 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,132 | 1,309 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,199 | 1,182 | 0.0% | 0.0% | 70 | +15,819 | 188.77% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,182 | 1,133 | 0.0% | 0.0% | 71 | +20,307 | 706.33% | Q3 2026 | Nov 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 7,501 | 1,075 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 21,363 | 1,043 | 0.45% | 0.45% | 73 | +14,473 | 210.06% | Q3 2026 | Oct 22, 2026 |
| Krilogy Financial LLC | History | Added to | 20,853 | 1,038 | 0.03% | 0.03% | 74 | +13,885 | 199.27% | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 6,505 | 933 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,460 | 931 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,848 | 838 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,580 | 800 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| E6 Portfolios, LLC | History | Added to | 15,649 | 764 | 0.58% | 0.59% | 79 | +10,501 | 203.98% | Q3 2026 | Oct 23, 2026 |
| Western Wealth Management, LLC | History | No change | 5,317 | 762 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 5,243 | 752 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 14,247 | 696 | 0.05% | 0.05% | 82 | +9,498 | 200.0% | Q3 2026 | Oct 26, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,683 | 668 | 0.01% | 0.01% | 83 | +9,537 | 230.03% | Q3 2026 | Oct 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,628 | 663 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,591 | 658 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BBR PARTNERS, LLC | History | No change | 4,517 | 647 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,631 | 617 | 0.04% | 0.04% | 87 | +8,420 | 199.95% | Q3 2026 | Oct 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,271 | 612 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,094 | 590 | 0.0% | 0.01% | 89 | +6,108 | 102.04% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,101 | 588 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | Added to | 11,208 | 547 | 0.01% | 0.01% | 91 | +7,283 | 185.55% | Q3 2026 | Oct 28, 2026 |
| BRIGHTON JONES LLC | History | Added to | 9,417 | 460 | 0.01% | 0.01% | 92 | +6,278 | 200.0% | Q3 2026 | Nov 03, 2026 |
| Accredited Investors Inc. | History | Added to | 9,210 | 450 | 0.02% | 0.02% | 93 | +6,140 | 200.0% | Q3 2026 | Nov 03, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 9,228 | 450 | 0.04% | 0.05% | 94 | +5,747 | 165.1% | Q3 2026 | Nov 02, 2026 |
| 626 Financial, LLC | History | Added to | 8,989 | 439 | 0.17% | 0.16% | 95 | +6,117 | 212.99% | Q3 2026 | Nov 04, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 8,877 | 433 | 0.09% | 0.09% | 96 | +5,918 | 200.0% | Q3 2026 | Oct 28, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 8,871 | 433 | 0.2% | 0.17% | 97 | +5,914 | 200.0% | Q3 2026 | Nov 02, 2026 |
| Fiduciary Alliance LLC | History | Added to | 8,789 | 429 | 0.03% | 0.03% | 99 | +5,921 | 206.45% | Q3 2026 | Oct 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 8,800 | 429 | 0.05% | 0.05% | 98 | +5,872 | 200.55% | Q3 2026 | Oct 08, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 8,667 | 423 | 0.1% | 0.1% | 100 | +5,785 | 200.73% | Q3 2026 | Nov 05, 2026 |
| Cerity Partners LLC | History | No change | 2,877 | 412 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,668 | 382 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,734 | 377 | 0.01% | 0.01% | 103 | +5,029 | 185.91% | Q3 2026 | Oct 29, 2026 |
| M&T BANK CORP | History | No change | 2,492 | 357 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,495 | 357 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 2,482 | 355 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 2,347 | 336 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,795 | 332 | 0.01% | 0.01% | 108 | +4,530 | 200.0% | Q3 2026 | Oct 23, 2026 |
| BlackRock, Inc. | History | No change | 2,308 | 330 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 2,257 | 323 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 2,237 | 320 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,213 | 317 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 2,134 | 305 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,177 | 301 | 0.01% | 0.01% | 114 | +4,118 | 200.0% | Q3 2026 | Nov 03, 2026 |
| Tidemark, LLC | History | No change | 1,991 | 285 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,947 | 279 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 5,658 | 276 | 0.0% | 0.0% | 117 | +3,772 | 200.0% | Q3 2026 | Oct 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,905 | 273 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,905 | 273 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,817 | 260 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 5,183 | 253 | 0.11% | 0.11% | 121 | +3,460 | 200.81% | Q3 2026 | Oct 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,754 | 251 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,071 | 247 | 0.01% | — | 123 | +5,071 | New | Q3 2026 | Oct 16, 2026 |
| One Wealth Advisors, LLC | History | No change | 1,704 | 244 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,699 | 243 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BXM Wealth LLC | History | Added to | 4,350 | 212 | 0.11% | 0.11% | 127 | +2,945 | 209.61% | Q3 2026 | Nov 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,484 | 212 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,290 | 209 | 0.01% | 0.01% | 128 | +2,860 | 200.0% | Q3 2026 | Oct 22, 2026 |
| Dakota Wealth Management | History | No change | 1,426 | 204 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balance Wealth Partners LLC | History | New | 3,198 | 156 | 0.04% | — | 130 | +3,198 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 3,171 | 154 | 0.0% | 0.0% | 131 | +2,749 | 651.42% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | Added to | 2,400 | 117 | 0.02% | 0.02% | 132 | +1,600 | 200.0% | Q3 2026 | Oct 14, 2026 |
| Regatta Research & Money Management | History | No change | 789 | 113 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,280 | 111 | 0.02% | 0.02% | 135 | +1,520 | 200.0% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 775 | 111 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 613 | 88 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kings Path Partners LLC | History | Added to | 1,767 | 86 | 0.02% | 0.02% | 137 | +1,178 | 200.0% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 589 | 84 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 1,338 | 65 | 0.0% | 0.0% | 139 | -2,526 | -65.37% | Q3 2026 | Nov 04, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,152 | 56 | 0.01% | 0.01% | 140 | +768 | 200.0% | Q3 2026 | Oct 23, 2026 |
| Abound Wealth Management | History | Added to | 945 | 46 | 0.01% | 0.01% | 141 | +630 | 200.0% | Q3 2026 | Oct 26, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 750 | 36 | 0.01% | 0.01% | 142 | +500 | 200.0% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 249 | 35 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascentis Independent Advisors | History | New | 600 | 29 | 0.0% | — | 144 | +600 | New | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 202 | 28 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | Added to | 417 | 20 | 0.0% | 0.0% | 146 | +278 | 200.0% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 141 | 20 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 360 | 17 | 0.01% | 0.01% | 148 | +240 | 200.0% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 302 | 14 | 0.0% | 0.0% | 150 | -98 | -24.5% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 14 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 150 | 7 | 0.0% | 0.0% | 151 | +100 | 200.0% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | New | 132 | 6 | 0.0% | — | 152 | +132 | New | Q3 2026 | Nov 04, 2026 |
| SHP Wealth Management | History | No change | 9 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,675 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Oath Planning, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -3,166 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -2,925 | -100.0% | Q3 2026 | Nov 02, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,129 | -100.0% | Q3 2026 | Nov 03, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,814 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Watchman Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,653 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 08, 2026 |