BlackRock Enhanced Global Dividend Trust - BOE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 8,410,855 | 101,687 | 0.01% | 0.01% | 1 | +407,762 | 5.1% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,301,417 | 15,734 | 0.24% | 0.21% | 2 | +140,321 | 12.09% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,274,063 | 15,403 | 0.1% | 0.1% | 3 | +141,215 | 12.47% | Q2 2026 | Aug 12, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,206,786 | 14,590 | 0.42% | 0.41% | 4 | -4,956 | -0.41% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 886,755 | 10,720 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 811,529 | 9,811 | 0.0% | 0.0% | 6 | +28,375 | 3.62% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 674,791 | 8,158 | 0.0% | 0.0% | 7 | +28,883 | 4.47% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 638,049 | 7,714 | 0.0% | 0.0% | 8 | -107,704 | -14.44% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 521,982 | 6,310 | 0.0% | 0.0% | 9 | +32,524 | 6.64% | Q2 2026 | Aug 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 459,281 | 5,552 | 0.01% | 0.01% | 10 | +56,478 | 14.02% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 261,365 | 3,160 | 0.0% | 0.0% | 11 | -1,799 | -0.68% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 198,180 | 2,395 | 0.0% | 0.0% | 12 | -14,560 | -6.84% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 175,264 | 2,119 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 163,163 | 1,972 | 0.0% | 0.0% | 14 | +34,083 | 26.4% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 157,824 | 1,908 | 0.6% | 0.84% | 15 | -60,836 | -27.82% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 154,756 | 1,871 | 0.0% | 0.0% | 16 | -32,514 | -17.36% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 148,917 | 1,800 | 0.01% | 0.01% | 17 | +905 | 0.61% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Added to | 138,378 | 1,672 | 0.0% | 0.0% | 18 | +4,921 | 3.69% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 137,792 | 1,666 | 0.0% | 0.0% | 19 | +68,093 | 97.7% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 137,577 | 1,663 | 0.01% | 0.01% | 20 | +22,893 | 19.96% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 135,816 | 1,642 | 0.01% | 0.01% | 21 | +2,559 | 1.92% | Q2 2026 | Jul 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 97,592 | 1,179 | 0.07% | 0.06% | 22 | -4,674 | -4.57% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 96,852 | 1,171 | 0.0% | 0.0% | 23 | +81,648 | 537.02% | Q2 2026 | Aug 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 86,561 | 1,046 | 0.25% | 0.21% | 24 | +19 | 0.02% | Q2 2026 | Jul 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 85,274 | 934 | 0.04% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 75,128 | 908 | 0.01% | 0.01% | 26 | +84 | 0.11% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | Added to | 71,915 | 869 | 0.02% | 0.02% | 27 | +870 | 1.22% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 70,456 | 851 | 0.11% | 0.1% | 28 | +5,893 | 9.13% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 69,541 | 840 | 0.02% | 0.02% | 29 | +1,984 | 2.94% | Q2 2026 | Aug 14, 2026 |
| Stolper Co | History | Reduced | 66,870 | 808 | 0.21% | 0.24% | 30 | -4,087 | -5.76% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 66,375 | 802 | 0.0% | 0.0% | 31 | +4,346 | 7.01% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 66,201 | 800 | 0.0% | 0.0% | 32 | -2,068 | -3.03% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 62,756 | 758 | 0.05% | 0.05% | 33 | +4,470 | 7.67% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 60,045 | 725 | 0.0% | 0.0% | 34 | -36,208 | -37.62% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 52,403 | 633 | 0.0% | 0.0% | 35 | +26 | 0.05% | Q2 2026 | Aug 13, 2026 |
| one8zero8, LLC | History | No change | 50,000 | 604 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 49,876 | 603 | 0.0% | 0.0% | 37 | +10,472 | 26.58% | Q2 2026 | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 46,691 | 564 | 0.55% | 0.55% | 38 | -2,476 | -5.04% | Q2 2026 | Jul 27, 2026 |
| Avory & Company, LLC | History | No change | 46,196 | 558 | 0.7% | 0.65% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dakota Wealth Management | History | Reduced | 41,891 | 506 | 0.01% | 0.01% | 40 | -2,935 | -6.55% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 40,802 | 493 | 0.0% | 0.0% | 41 | +1,659 | 4.24% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 37,905 | 458 | 0.02% | 0.02% | 42 | -1,525 | -3.87% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 35,404 | 428 | 0.01% | 0.01% | 43 | +5,523 | 18.48% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | No change | 33,000 | 398 | 0.07% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,745 | 395 | 0.0% | 0.0% | 45 | -3,747 | -10.27% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | No change | 32,190 | 389 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 31,660 | 382 | 0.04% | 0.04% | 47 | +300 | 0.96% | Q2 2026 | Jul 29, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 31,396 | 379 | 0.01% | 0.02% | 48 | +4,038 | 14.76% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,912 | 361 | 0.0% | 0.0% | 49 | +539 | 1.84% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 29,045 | 351 | 0.0% | 0.0% | 50 | -1,919 | -6.2% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,626 | 333 | 0.0% | 0.0% | 51 | +931 | 3.49% | Q2 2026 | Jul 20, 2026 |
| CENTRAL TRUST Co | History | No change | 27,000 | 326 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,754 | 323 | 0.0% | 0.0% | 53 | +10 | 0.04% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | New | 26,171 | 316 | 0.0% | — | 54 | +26,171 | New | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 25,109 | 303 | 0.0% | — | 55 | +25,109 | New | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Added to | 25,038 | 302 | 0.0% | 0.0% | 56 | +5,204 | 26.24% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 21,917 | 264 | 0.0% | 0.0% | 57 | -756 | -3.33% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 20,574 | 248 | 0.17% | 0.18% | 58 | -4,337 | -17.41% | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,304 | 233 | 0.0% | 0.0% | 59 | -2,108 | -9.84% | Q2 2026 | Aug 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 18,752 | 226 | 0.13% | 0.13% | 60 | +69 | 0.37% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 18,439 | 222 | 0.01% | 0.0% | 61 | +7,857 | 74.25% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,225 | 220 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,808 | 215 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 17,750 | 214 | 0.03% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 17,686 | 213 | 0.01% | 0.01% | 65 | +169 | 0.96% | Q2 2026 | Aug 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 15,209 | 183 | 0.01% | — | 66 | +15,209 | New | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,084 | 182 | 0.0% | 0.0% | 67 | -1 | -0.01% | Q2 2026 | Sep 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,982 | 181 | 0.01% | 0.01% | 68 | +113 | 0.76% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 14,229 | 172 | 0.02% | 0.03% | 69 | +24 | 0.17% | Q2 2026 | Aug 04, 2026 |
| PMG Family Office LLC | History | Added to | 14,062 | 170 | 0.16% | 0.17% | 70 | +273 | 1.98% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,623 | 167 | 0.0% | 0.0% | 71 | -111 | -0.81% | Q2 2026 | Jul 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 13,569 | 164 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 13,350 | 161 | 0.15% | 0.17% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,102 | 158 | 0.0% | 0.0% | 74 | +51 | 0.39% | Q2 2026 | Aug 03, 2026 |
| Illumine Investment Management, LLC | History | Closed out | 0 | 156 | 0.1% | 0.11% | 75 | -12,974 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | New | 12,656 | 153 | 0.01% | — | 76 | +12,656 | New | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,530 | 151 | 0.0% | — | 77 | +12,530 | New | Q2 2026 | Aug 19, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 12,346 | 149 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 12,088 | 146 | 0.0% | — | 79 | +12,088 | New | Q2 2026 | Jul 28, 2026 |
| Vivaldi Capital Management LP | History | No change | 12,950 | 141 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,598 | 140 | 0.0% | 0.0% | 81 | -1,144 | -8.98% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,467 | 138 | 0.0% | 0.0% | 82 | +876 | 8.27% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 11,329 | 136 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 11,156 | 134 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,065 | 121 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,029 | 121 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 10,000 | 120 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,529 | 103 | 0.01% | 0.01% | 88 | +167 | 2.0% | Q2 2026 | Aug 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 8,431 | 101 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 7,365 | 89 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,067 | 61 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 4,622 | 55 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 4,407 | 53 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | Added to | 3,766 | 45 | 0.03% | 0.03% | 94 | +67 | 1.81% | Q2 2026 | Aug 05, 2026 |
| Allied Private Wealth LLC | History | New | 3,368 | 40 | 0.03% | — | 95 | +3,368 | New | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,075 | 37 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Colonial Trust Co / SC | History | No change | 2,168 | 25 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 1,983 | 23 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 1,760 | 21 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,500 | 18 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 1,633 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,406 | 16 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,300 | 15 | 0.0% | — | 103 | +1,300 | New | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,022 | 12 | 0.0% | 0.0% | 105 | +522 | 104.4% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 775 | 9 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | New | 705 | 8 | 0.0% | — | 108 | +705 | New | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 702 | 8 | 0.0% | 0.0% | 107 | +14 | 2.03% | Q2 2026 | Aug 14, 2026 |
| Axiom Investment Management LLC | History | Reduced | 516 | 6 | 0.0% | 0.01% | 110 | -474 | -47.88% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 492 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Added to | 384 | 4 | 0.0% | 0.0% | 111 | +96 | 33.33% | Q2 2026 | Jul 30, 2026 |
| Kilter Group LLC | History | Reduced | 267 | 3 | 0.0% | 0.01% | 114 | -1,125 | -80.82% | Q2 2026 | Aug 11, 2026 |
| LifeSteps Financial, Inc. | History | New | 325 | 3 | 0.0% | — | 115 | +325 | New | Q2 2026 | Jul 17, 2026 |
| North Star Investment Management Corp. | History | No change | 275 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | New | 206 | 2 | 0.0% | — | 116 | +206 | New | Q2 2026 | Aug 12, 2026 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -566,317 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -269,144 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -120,609 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -82,750 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,659 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20,519 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,052 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,525 | -100.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,340 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -513 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |