BlackRock Science & Technology Term Trust - BSTZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | Added to | 5,696,873 | 171,077 | 4.39% | 3.38% | 1 | +165,278 | 2.99% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 3,336,626 | 100,198 | 0.01% | 0.0% | 2 | -75,093 | -2.2% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 1,511,481 | 45,389 | 2.16% | 1.65% | 3 | +17,544 | 1.17% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,132,868 | 34,020 | 0.0% | 0.0% | 4 | -70,494 | -5.86% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 993,064 | 29,821 | 0.0% | 0.0% | 5 | +67,125 | 7.25% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 941,190 | 28,263 | 0.01% | 0.01% | 6 | -34,197 | -3.51% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 844,911 | 25,372 | 0.0% | 0.0% | 7 | -91,339 | -9.76% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 763,870 | 22,939 | 0.59% | 0.42% | 8 | +106,783 | 16.25% | Q2 2026 | Jul 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 677,993 | 20,360 | 0.03% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | Added to | 483,321 | 14,514 | 0.42% | 0.28% | 10 | +73,390 | 17.9% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 323,702 | 9,720 | 0.37% | 0.31% | 11 | +8,495 | 2.7% | Q2 2026 | Jul 22, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 316,562 | 9,506 | 2.0% | 1.72% | 12 | +9,154 | 2.98% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 315,033 | 9,460 | 0.0% | 0.0% | 13 | +13,081 | 4.33% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 283,241 | 8,505 | 0.01% | 0.01% | 14 | +62,082 | 28.07% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 257,568 | 7,734 | 0.08% | 0.06% | 15 | +24,127 | 10.34% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 243,765 | 7,320 | 0.04% | 0.02% | 16 | +89,231 | 57.74% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 193,382 | 5,807 | 0.0% | 0.0% | 17 | -6,241 | -3.13% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 190,304 | 5,714 | 0.71% | 0.53% | 18 | +24,252 | 14.61% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 176,994 | 5,215 | 0.01% | 0.01% | 19 | +38,920 | 28.19% | Q2 2026 | Jul 15, 2026 |
| Potrero Capital Research LLC | History | New | 167,198 | 5,020 | 2.79% | — | 20 | +167,198 | New | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 166,033 | 4,985 | 1.53% | 0.62% | 21 | +83,361 | 100.83% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 150,764 | 4,527 | 0.01% | 0.0% | 22 | +10,708 | 7.65% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 138,072 | 4,146 | 0.05% | 0.01% | 23 | +88,658 | 179.42% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 97,792 | 2,936 | 0.05% | 0.04% | 24 | +1,488 | 1.55% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 94,558 | 2,839 | 0.0% | 0.0% | 25 | +3,314 | 3.63% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 93,497 | 2,807 | 0.01% | 0.01% | 26 | +656 | 0.71% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 91,500 | 2,747 | 0.05% | 0.05% | 27 | -2,450 | -2.61% | Q2 2026 | Jul 15, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 80,000 | 2,402 | 1.78% | 1.43% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 75,649 | 2,271 | 0.0% | 0.0% | 29 | +8,940 | 13.4% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 66,250 | 1,989 | 0.17% | 0.1% | 30 | +4,850 | 7.9% | Q2 2026 | Sep 02, 2026 |
| TrueMark Investments, LLC | History | Added to | 64,075 | 1,924 | 0.24% | 0.26% | 31 | +4,236 | 7.08% | Q2 2026 | Jul 22, 2026 |
| PMG Family Office LLC | History | Added to | 57,799 | 1,735 | 1.6% | 1.41% | 32 | +592 | 1.03% | Q2 2026 | Jul 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 56,833 | 1,706 | 0.1% | 0.07% | 33 | -1,426 | -2.45% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,323 | 1,691 | 0.0% | 0.0% | 34 | +2,586 | 4.81% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 53,776 | 1,614 | 0.0% | 0.0% | 35 | -5,506 | -9.29% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | New | 53,556 | 1,608 | 0.16% | — | 36 | +53,556 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 52,501 | 1,576 | 0.0% | 0.0% | 37 | -12,905 | -19.73% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,134 | 1,565 | 0.0% | 0.0% | 38 | -3,781 | -6.76% | Q2 2026 | Jul 29, 2026 |
| Atlas Wealth LLC | History | New | 50,993 | 1,531 | 0.22% | — | 39 | +50,993 | New | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 50,643 | 1,520 | 0.0% | 0.0% | 40 | +12,345 | 32.23% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 48,025 | 1,442 | 0.65% | 0.02% | 41 | +46,625 | 3330.36% | Q2 2026 | Jul 01, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 44,315 | 1,330 | 0.13% | 0.11% | 42 | -982 | -2.17% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 42,292 | 1,270 | 0.02% | 0.01% | 43 | +970 | 2.35% | Q2 2026 | Jul 22, 2026 |
| WNY Asset Management, LLC | History | Added to | 38,501 | 1,156 | 0.1% | 0.09% | 44 | +114 | 0.3% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,384 | 1,152 | 0.0% | 0.0% | 45 | +8,203 | 27.18% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 37,720 | 1,133 | 0.0% | 0.0% | 46 | +9,552 | 33.91% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 37,585 | 1,128 | 0.0% | — | 47 | +37,585 | New | Q2 2026 | Aug 19, 2026 |
| LM Advisors LLC | History | Added to | 37,591 | 1,125 | 0.13% | 0.61% | 48 | +36,733 | 4281.24% | Q2 2026 | Aug 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 47,582 | 1,053 | 0.17% | 0.17% | 49 | -949 | -1.96% | Q2 2026 | Jul 17, 2026 |
| Anchor Capital Management Group Inc | History | No change | 35,000 | 1,051 | 0.72% | 0.54% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,393 | 1,002 | 0.0% | 0.0% | 51 | +11,901 | 55.37% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,198 | 996 | 0.01% | 0.01% | 52 | +13,925 | 72.25% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 31,966 | 959 | 0.0% | 0.0% | 53 | -54,626 | -63.08% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 31,811 | 955 | 0.01% | — | 54 | +31,811 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,385 | 942 | 0.0% | 0.0% | 55 | +1,486 | 4.97% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 30,576 | 918 | 0.01% | 0.01% | 56 | -35,909 | -54.01% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Reduced | 29,012 | 871 | 0.03% | 0.03% | 57 | -2,400 | -7.64% | Q2 2026 | Jul 23, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 28,232 | 847 | 0.77% | 0.56% | 58 | +3,360 | 13.51% | Q2 2026 | Aug 11, 2026 |
| Almitas Capital LLC | History | New | 26,810 | 805 | 0.19% | — | 59 | +26,810 | New | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 26,361 | 791 | 0.02% | 0.01% | 60 | +14,411 | 120.59% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,517 | 766 | 0.0% | 0.0% | 61 | -5,553 | -17.87% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,332 | 730 | 0.0% | 0.0% | 62 | +14,605 | 150.15% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | Added to | 24,283 | 729 | 0.0% | 0.0% | 63 | +3,284 | 15.64% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 23,960 | 719 | 0.02% | 0.02% | 64 | +2,388 | 11.07% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,618 | 679 | 0.0% | 0.0% | 65 | +7,100 | 45.75% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Reduced | 22,344 | 671 | 0.04% | 0.05% | 66 | -3,293 | -12.84% | Q2 2026 | Aug 04, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 20,902 | 627 | 0.02% | 0.03% | 67 | +2,400 | 12.97% | Q2 2026 | Jul 24, 2026 |
| Mathes Company, Inc. | History | No change | 19,700 | 592 | 0.18% | 0.16% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 19,068 | 572 | 0.01% | — | 69 | +19,068 | New | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | Reduced | 19,026 | 571 | 0.0% | 0.0% | 70 | -1,442 | -7.05% | Q2 2026 | Aug 13, 2026 |
| Quantedge Capital Pte Ltd | History | Reduced | 19,000 | 570 | 0.43% | 0.49% | 71 | -21,600 | -53.2% | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 18,705 | 561 | 0.06% | 0.05% | 72 | -3,612 | -16.18% | Q2 2026 | Jul 09, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 17,380 | 521 | 0.04% | 0.03% | 73 | +2,500 | 16.8% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Reduced | 16,944 | 508 | 0.0% | 0.0% | 74 | -937 | -5.24% | Q2 2026 | Aug 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,613 | 499 | 0.0% | 0.0% | 75 | +3,221 | 24.05% | Q2 2026 | Jul 27, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 14,525 | 436 | 0.03% | 0.03% | 76 | -258 | -1.75% | Q2 2026 | Jul 17, 2026 |
| Delta Investment Management, LLC | History | No change | 13,600 | 408 | 0.07% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,524 | 406 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dakota Wealth Management | History | Added to | 13,466 | 404 | 0.01% | 0.01% | 79 | +248 | 1.88% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,139 | 394 | 0.0% | 0.0% | 80 | -18,398 | -58.34% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Reduced | 13,057 | 392 | 0.0% | 0.0% | 81 | -8,734 | -40.08% | Q2 2026 | Aug 13, 2026 |
| Stablepoint Partners, LLC | History | Added to | 12,832 | 385 | 0.05% | 0.04% | 82 | +710 | 5.86% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,633 | 379 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 12,515 | 375 | 0.04% | 0.03% | 84 | +212 | 1.72% | Q2 2026 | Aug 11, 2026 |
| Painted Porch Advisors LLC | History | Added to | 12,504 | 375 | 0.16% | 0.13% | 85 | +211 | 1.72% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,696 | 372 | 0.02% | 0.02% | 86 | -142 | -1.11% | Q2 2026 | Jul 14, 2026 |
| CSS LLC/IL | History | Reduced | 12,306 | 369 | 0.01% | 0.02% | 87 | -2,000 | -13.98% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,163 | 365 | 0.0% | — | 88 | +12,163 | New | Q2 2026 | Aug 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 12,136 | 364 | 0.05% | — | 90 | +12,136 | New | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,122 | 364 | 0.0% | 0.0% | 89 | -2,026 | -14.32% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,000 | 360 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | New | 11,842 | 355 | 0.0% | — | 92 | +11,842 | New | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,796 | 354 | 0.0% | 0.0% | 93 | +1,767 | 17.62% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 11,285 | 342 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | Added to | 11,069 | 332 | 0.0% | 0.0% | 95 | +1,414 | 14.65% | Q2 2026 | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 10,567 | 317 | 0.31% | 0.24% | 96 | -214 | -1.98% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 10,347 | 310 | 0.0% | 0.0% | 97 | -2,719 | -20.81% | Q2 2026 | Aug 10, 2026 |
| Advocate Investing Services LLC | History | No change | 10,300 | 309 | 0.24% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 10,022 | 301 | 0.03% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 9,791 | 294 | 0.04% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 12,964 | 287 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | New | 8,564 | 282 | 0.0% | — | 102 | +8,564 | New | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 9,300 | 279 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,263 | 278 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH EFFECTS LLC | History | New | 8,890 | 266 | 0.07% | — | 105 | +8,890 | New | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 8,287 | 248 | 0.0% | — | 106 | +8,287 | New | Q2 2026 | Aug 06, 2026 |
| Abel Hall, LLC | History | New | 8,000 | 240 | 0.04% | — | 107 | +8,000 | New | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,944 | 238 | 0.0% | 0.0% | 109 | +2,138 | 36.82% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 7,947 | 238 | 0.0% | 0.0% | 108 | -119 | -1.48% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | New | 7,894 | 237 | 0.0% | — | 110 | +7,894 | New | Q2 2026 | Aug 04, 2026 |
| Left Brain Wealth Management, LLC | History | New | 7,838 | 235 | 0.07% | — | 111 | +7,838 | New | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | New | 7,665 | 230 | 0.0% | — | 112 | +7,665 | New | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 7,544 | 226 | 0.03% | — | 113 | +7,544 | New | Q2 2026 | Jul 09, 2026 |
| Institute for Wealth Management, LLC. | History | New | 7,255 | 217 | 0.02% | — | 114 | +7,255 | New | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 6,800 | 204 | 0.02% | — | 115 | +6,800 | New | Q2 2026 | Jul 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 6,250 | 187 | 0.07% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 6,200 | 186 | 0.0% | — | 117 | +6,200 | New | Q2 2026 | Jul 28, 2026 |
| Adalta Capital Management LLC | History | New | 6,000 | 180 | 0.08% | — | 118 | +6,000 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,838 | 175 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,847 | 151 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 5,000 | 150 | 0.0% | 0.0% | 121 | -276 | -5.23% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,457 | 103 | 0.0% | 0.0% | 122 | +60 | 1.77% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,089 | 92 | 0.0% | 0.0% | 123 | -45 | -1.44% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,492 | 74 | 0.0% | 0.0% | 124 | -81 | -3.15% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,292 | 68 | 0.01% | 0.01% | 125 | -359 | -13.54% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 2,040 | 61 | 0.0% | 0.0% | 126 | +40 | 2.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | Reduced | 1,607 | 48 | 0.01% | 0.02% | 127 | -4,591 | -74.07% | Q2 2026 | Jul 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,627 | 48 | 0.0% | 0.0% | 128 | +27 | 1.69% | Q2 2026 | Jul 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,500 | 45 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | New | 1,250 | 37 | 0.0% | — | 130 | +1,250 | New | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,155 | 34 | 0.0% | 0.0% | 132 | -445 | -27.81% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,135 | 34 | 0.0% | 0.0% | 131 | +369 | 48.17% | Q2 2026 | Jul 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,117 | 33 | 0.02% | 0.02% | 134 | -226 | -16.83% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,131 | 33 | 0.0% | 0.0% | 133 | +13 | 1.16% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 807 | 23 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 712 | 21 | 0.0% | 0.0% | 136 | +12 | 1.71% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 680 | 20 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | New | 600 | 18 | 0.0% | — | 138 | +600 | New | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | New | 566 | 17 | 0.0% | — | 139 | +566 | New | Q2 2026 | Aug 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 556 | 16 | 0.01% | 0.01% | 140 | +6 | 1.09% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 562 | 16 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Osbon Capital Management LLC | History | Added to | 468 | 14 | 0.01% | 0.01% | 142 | +8 | 1.74% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 450 | 13 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 623 | 13 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 444 | 13 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Operose Advisors LLC | History | New | 303 | 9 | 0.0% | — | 146 | +303 | New | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | No change | 260 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SWAN Capital LLC | History | No change | 250 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 228 | 6 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 175 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 135 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -137,302 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.26% | — | -65,821 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,131 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |