BlackRock Science & Technology Trust - BST
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 | 1,430,397 | 72,535 | 0.0% | 0.0% | 1 | +145,599 | 11.33% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 787,619 | 39,940 | 0.01% | 0.01% | 2 | +4,260 | 0.54% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | Added to | 639,482 | 32,428 | 0.93% | 0.64% | 3 | +76,573 | 13.6% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 483,275 | 24,506 | 0.0% | 0.0% | 4 | +74,662 | 18.27% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 468,610 | 23,763 | 2.07% | 0.98% | 5 | +93,790 | 25.02% | Q2 2026 | Sep 02, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 391,338 | 19,844 | 4.17% | 3.57% | 6 | +3,131 | 0.81% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 278,628 | 14,129 | 0.0% | 0.0% | 7 | +3,972 | 1.45% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 266,632 | 13,523 | 0.0% | 0.0% | 8 | -121,581 | -31.32% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 265,290 | 13,453 | 0.0% | 0.0% | 9 | -8,076 | -2.95% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 211,966 | 10,748 | 0.05% | 0.04% | 10 | +4,264 | 2.05% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 198,501 | 10,065 | 0.0% | 0.0% | 11 | -81,554 | -29.12% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 154,103 | 7,815 | 0.02% | 0.01% | 12 | +2,567 | 1.69% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 145,380 | 7,372 | 0.01% | 0.01% | 13 | +5,244 | 3.74% | Q2 2026 | Aug 14, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 114,575 | 5,810 | 2.72% | 2.36% | 14 | -2,204 | -1.89% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 92,308 | 4,681 | 0.12% | 0.09% | 15 | +4,452 | 5.07% | Q2 2026 | Jul 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 83,340 | 4,226 | 0.0% | 0.0% | 16 | -768 | -0.91% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 82,906 | 4,204 | 0.0% | 0.0% | 17 | -17,419 | -17.36% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 70,005 | 3,549 | 0.33% | 0.3% | 18 | -2,000 | -2.78% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 68,191 | 3,457 | 0.0% | 0.0% | 19 | +10,326 | 17.84% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,601 | 3,428 | 0.0% | 0.0% | 20 | +7,402 | 12.3% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 67,442 | 3,419 | 0.19% | 0.14% | 21 | +2,412 | 3.71% | Q2 2026 | Aug 12, 2026 |
| PMG Family Office LLC | History | Added to | 64,588 | 3,275 | 3.02% | 2.61% | 22 | +270 | 0.42% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 43,577 | 2,210 | 0.01% | 0.0% | 23 | -1,602 | -3.55% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 42,891 | 2,175 | 0.02% | 0.02% | 24 | -2,134 | -4.74% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,824 | 2,019 | 0.0% | 0.0% | 25 | +29,882 | 300.56% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 38,983 | 1,976 | 0.0% | 0.0% | 26 | -537 | -1.36% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,916 | 1,821 | 0.0% | 0.0% | 27 | +25,706 | 251.77% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,704 | 1,759 | 0.0% | 0.0% | 28 | +5,513 | 18.89% | Q2 2026 | Aug 03, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 34,522 | 1,750 | 0.77% | 0.44% | 29 | +10,611 | 44.38% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,559 | 1,651 | 0.0% | 0.0% | 30 | -668 | -2.01% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Added to | 30,938 | 1,568 | 0.02% | 0.01% | 31 | +1,143 | 3.84% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,525 | 1,547 | 0.0% | 0.0% | 32 | +309 | 1.02% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 28,892 | 1,465 | 0.03% | — | 33 | +28,892 | New | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,181 | 1,226 | 0.0% | 0.0% | 34 | -5,635 | -18.9% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 23,099 | 1,171 | 0.01% | 0.0% | 35 | +2,318 | 11.15% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,739 | 1,153 | 0.0% | 0.0% | 36 | +1,555 | 7.34% | Q2 2026 | Aug 07, 2026 |
| David J Yvars Group | History | Reduced | 22,303 | 1,118 | 0.53% | 0.63% | 37 | -8,839 | -28.38% | Q2 2026 | Jul 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 20,994 | 1,064 | 0.01% | 0.01% | 38 | -2,963 | -12.37% | Q2 2026 | Aug 18, 2026 |
| MGO ONE SEVEN LLC | History | New | 20,091 | 1,018 | 0.02% | — | 39 | +20,091 | New | Q2 2026 | Jul 31, 2026 |
| Stolper Co | History | Reduced | 19,378 | 983 | 0.25% | 0.19% | 40 | -42,150 | -68.51% | Q2 2026 | Jul 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 18,483 | 937 | 0.03% | 0.02% | 41 | +1,048 | 6.01% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,447 | 935 | 0.01% | 0.0% | 42 | +17,581 | 2030.14% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 17,987 | 912 | 0.01% | 0.0% | 44 | +11,157 | 163.35% | Q2 2026 | Aug 14, 2026 |
| Anchor Capital Management Group Inc | History | No change | 18,000 | 912 | 0.63% | 0.45% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,066 | 865 | 0.01% | 0.0% | 45 | +2 | 0.01% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 16,891 | 856 | 0.06% | 0.04% | 46 | +1,876 | 12.49% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | Added to | 16,863 | 855 | 0.02% | 0.01% | 47 | +5,421 | 47.38% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,779 | 850 | 0.01% | 0.01% | 48 | +67 | 0.4% | Q2 2026 | Jul 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 16,755 | 849 | 0.23% | 0.22% | 49 | +16 | 0.1% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 16,127 | 817 | 0.0% | 0.0% | 50 | +3,424 | 26.95% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 15,493 | 785 | 0.05% | 0.04% | 51 | -350 | -2.21% | Q2 2026 | Aug 12, 2026 |
| Next Level Private LLC | History | Added to | 15,174 | 769 | 0.15% | 0.12% | 52 | +106 | 0.7% | Q2 2026 | Jul 09, 2026 |
| RMR Wealth Builders | History | New | 14,154 | 717 | 0.04% | — | 53 | +14,154 | New | Q2 2026 | Jul 24, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 13,791 | 699 | 0.14% | 0.12% | 54 | +428 | 3.2% | Q2 2026 | Jul 20, 2026 |
| Abel Hall, LLC | History | No change | 13,000 | 659 | 0.11% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,932 | 655 | 0.05% | 0.05% | 56 | -2,067 | -13.78% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | Added to | 12,857 | 651 | 0.01% | 0.01% | 57 | +366 | 2.93% | Q2 2026 | Aug 07, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 14,000 | 640 | 0.4% | 0.37% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,689 | 633 | 0.04% | 0.04% | 59 | -1,122 | -8.12% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,443 | 630 | 0.0% | 0.0% | 60 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 11,412 | 578 | 0.0% | 0.0% | 61 | +4,286 | 60.15% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,110 | 563 | 0.01% | 0.01% | 62 | -185 | -1.64% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | Added to | 11,060 | 560 | 0.48% | 0.4% | 63 | +190 | 1.75% | Q2 2026 | Aug 10, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 10,093 | 512 | 0.32% | 0.26% | 64 | +940 | 10.27% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,022 | 508 | 0.0% | — | 65 | +10,022 | New | Q2 2026 | Sep 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,262 | 503 | 0.03% | 0.02% | 66 | +101 | 0.99% | Q2 2026 | Jul 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,548 | 484 | 0.01% | 0.01% | 67 | +148 | 1.57% | Q2 2026 | Aug 10, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 9,508 | 482 | 0.12% | 0.1% | 68 | +152 | 1.62% | Q2 2026 | Jul 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,417 | 477 | 0.05% | 0.04% | 69 | +372 | 4.11% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,335 | 473 | 0.01% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12,900 | 468 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 8,736 | 442 | 0.2% | 0.17% | 72 | -368 | -4.04% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,670 | 439 | 0.01% | 0.01% | 73 | +7 | 0.08% | Q2 2026 | Aug 10, 2026 |
| Faithward Advisors, LLC | History | Reduced | 8,650 | 438 | 0.05% | 0.08% | 74 | -2,022 | -18.95% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,573 | 434 | 0.0% | 0.0% | 75 | +332 | 4.03% | Q2 2026 | Aug 19, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 8,231 | 417 | 0.28% | 0.22% | 76 | +159 | 1.97% | Q2 2026 | Aug 07, 2026 |
| Mirador Capital Partners LP | History | Added to | 7,731 | 392 | 0.05% | 0.04% | 77 | +43 | 0.56% | Q2 2026 | Jul 07, 2026 |
| Calamos Advisors LLC | History | New | 7,314 | 370 | 0.0% | — | 78 | +7,314 | New | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | New | 7,180 | 364 | 0.0% | — | 79 | +7,180 | New | Q2 2026 | Jul 27, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 7,156 | 362 | 0.01% | — | 80 | +7,156 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 6,931 | 351 | 0.0% | — | 81 | +6,931 | New | Q2 2026 | Aug 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 6,914 | 350 | 0.05% | — | 82 | +6,914 | New | Q2 2026 | Jul 20, 2026 |
| Noble Wealth Management PBC | History | New | 6,800 | 344 | 0.15% | — | 83 | +6,800 | New | Q2 2026 | Jul 01, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 6,686 | 339 | 0.13% | 0.11% | 84 | -57 | -0.85% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,676 | 338 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 6,583 | 333 | 0.15% | 0.13% | 86 | -411 | -5.88% | Q2 2026 | Jul 22, 2026 |
| Herold Advisors, Inc. | History | No change | 6,103 | 307 | 0.06% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 5,975 | 302 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | New | 5,136 | 260 | 0.0% | — | 89 | +5,136 | New | Q2 2026 | Aug 14, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | New | 5,004 | 254 | 0.16% | — | 90 | +5,004 | New | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 5,004 | 253 | 0.0% | — | 92 | +5,004 | New | Q2 2026 | Aug 07, 2026 |
| Empirical Asset Management, LLC | History | New | 5,000 | 253 | 0.06% | — | 93 | +5,000 | New | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 5,004 | 253 | 0.0% | 0.0% | 91 | -900 | -15.24% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | Reduced | 4,926 | 249 | 0.0% | 0.0% | 94 | -747 | -13.17% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 4,775 | 242 | 0.14% | — | 95 | +4,775 | New | Q2 2026 | Jul 23, 2026 |
| Fort Point Capital Partners LLC | History | New | 4,385 | 222 | 0.02% | — | 96 | +4,385 | New | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 4,100 | 207 | 0.01% | — | 98 | +4,100 | New | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,230 | 207 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,039 | 204 | 0.0% | 0.0% | 99 | +923 | 29.62% | Q2 2026 | Aug 12, 2026 |
| First Financial Group Corp | History | New | 4,000 | 202 | 0.15% | — | 101 | +4,000 | New | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 3,996 | 202 | 0.01% | — | 100 | +3,996 | New | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,183 | 161 | 0.0% | 0.0% | 102 | -1,913 | -37.54% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,163 | 160 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,952 | 149 | 0.0% | 0.0% | 104 | -4,409 | -59.9% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,332 | 121 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,315 | 117 | 0.0% | 0.0% | 107 | +1,531 | 195.28% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,309 | 117 | 0.0% | 0.0% | 106 | +161 | 7.5% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,100 | 106 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,597 | 80 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUST CO OF VERMONT | History | New | 1,500 | 76 | 0.0% | — | 110 | +1,500 | New | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,394 | 68 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 1,096 | 55 | 0.0% | — | 112 | +1,096 | New | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | New | 1,000 | 51 | 0.0% | — | 113 | +1,000 | New | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 871 | 44 | 0.0% | 0.0% | 114 | +11 | 1.28% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 700 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boreal Capital Management LLC | History | No change | 600 | 30 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 500 | 25 | 0.0% | 0.0% | 117 | -615 | -55.16% | Q2 2026 | Aug 14, 2026 |
| Quantedge Capital Pte Ltd | History | New | 500 | 25 | 0.02% | — | 118 | +500 | New | Q2 2026 | Aug 06, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 445 | 22 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Titan Wealth (CI) Ltd | History | New | 420 | 21 | 0.01% | — | 120 | +420 | New | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 389 | 19 | 0.0% | 0.0% | 121 | +6 | 1.57% | Q2 2026 | Jul 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 355 | 18 | 0.0% | 0.0% | 122 | -355 | -50.0% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 300 | 15 | 0.0% | — | 127 | +300 | New | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 313 | 15 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 303 | 15 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 307 | 15 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 309 | 15 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 262 | 13 | 0.0% | — | 128 | +262 | New | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 232 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | New | 200 | 10 | 0.0% | — | 131 | +200 | New | Q2 2026 | Jul 30, 2026 |
| Spire Wealth Management | History | Added to | 199 | 10 | 0.0% | 0.0% | 130 | +3 | 1.53% | Q2 2026 | Jul 15, 2026 |
| Montgomery Financial Services LLC | History | New | 196 | 9 | 0.01% | — | 132 | +196 | New | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 150 | 7 | 0.0% | — | 134 | +150 | New | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 96 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 137 | -363 | -94.78% | Q2 2026 | Jul 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,095 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,559 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,054 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -6,884 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,167 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,033 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -970 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -644 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -356 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Jul 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 29, 2026 |