BlackRock Science & Technology Term Trust - BSTZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,557,491 | 103,044 | 3.06% | 2.24% | 1 | +863,496 | 23.38% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,999,473 | 67,818 | 0.0% | 0.0% | 2 | -10,041 | -0.33% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 940 | 41,563 | 0.75% | 0.15% | 3 | -44,588 | -97.94% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 1,458,032 | 32,966 | 1.56% | 1.69% | 4 | +116,578 | 8.69% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,153,445 | 26,079 | 0.0% | 0.0% | 5 | -31,428 | -2.65% | Q4 2025 | Jan 29, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,034,410 | 23,388 | 0.28% | 0.25% | 6 | +95,701 | 10.19% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 962,379 | 21,759 | 0.0% | 0.0% | 7 | +2,432 | 0.25% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 959,119 | 21,685 | 0.01% | 0.01% | 8 | +8,784 | 0.92% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 919,400 | 20,787 | 0.0% | 0.0% | 9 | -70,039 | -7.08% | Q4 2025 | Feb 19, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 737,797 | 16,682 | 0.49% | 0.5% | 10 | +47,885 | 6.94% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 682,344 | 15,427 | 0.03% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Potrero Capital Research LLC | History | Reduced | 538,710 | 12,180 | 4.1% | 1.38% | 12 | -1,003 | -0.19% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 315,818 | 7,140 | 0.34% | 0.31% | 13 | -6,973 | -2.16% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 310,047 | 7,010 | 0.0% | — | 14 | +310,047 | New | Q4 2025 | Feb 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 215,176 | 4,865 | 1.65% | 1.59% | 15 | +5,465 | 2.61% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 212,726 | 4,809 | 0.15% | 0.15% | 16 | -3,794 | -1.75% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 208,022 | 4,703 | 0.0% | 0.0% | 17 | +13,620 | 7.01% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 204,880 | 4,697 | 0.01% | 0.01% | 18 | +24,439 | 13.54% | Q4 2025 | Jan 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 186,176 | 4,209 | 0.06% | 0.05% | 19 | +2,554 | 1.39% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 154,463 | 3,492 | 0.02% | 0.02% | 20 | +993 | 0.65% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 148,864 | 3,366 | 0.0% | 0.0% | 21 | +34,016 | 29.62% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 147,913 | 3,344 | 0.49% | 0.43% | 22 | +19,978 | 15.62% | Q4 2025 | Feb 09, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 113,146 | 2,558 | 0.02% | 0.01% | 23 | +74,005 | 189.07% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 95,770 | 2,165 | 0.0% | 0.0% | 24 | -861 | -0.89% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 95,298 | 2,154 | 0.0% | 0.0% | 25 | +18,219 | 23.64% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 91,517 | 2,069 | 0.0% | 0.0% | 26 | -740 | -0.8% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,320 | 2,064 | 0.01% | 0.01% | 27 | +25,182 | 38.07% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 88,754 | 2,006 | 0.04% | 0.04% | 28 | +11 | 0.01% | Q4 2025 | Feb 03, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 80,000 | 1,808 | 1.56% | 1.48% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 65,373 | 1,478 | 0.0% | 0.0% | 30 | -281 | -0.43% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 63,854 | 1,443 | 0.0% | 0.0% | 31 | +13,349 | 26.43% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,194 | 1,315 | 0.0% | 0.0% | 32 | -13,989 | -19.38% | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 57,466 | 1,299 | 0.08% | — | 33 | +57,466 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 57,370 | 1,297 | 0.0% | 0.0% | 34 | +5,298 | 10.17% | Q4 2025 | Feb 11, 2026 |
| TrueMark Investments, LLC | History | Added to | 56,386 | 1,274 | 0.24% | 0.21% | 35 | +1,386 | 2.52% | Q4 2025 | Jan 14, 2026 |
| PMG Family Office LLC | History | Reduced | 56,217 | 1,271 | 1.47% | 1.46% | 36 | -2,843 | -4.81% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Reduced | 46,780 | 1,057 | 0.02% | 0.02% | 37 | -473 | -1.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 46,519 | 1,051 | 0.0% | 0.0% | 38 | -21,729 | -31.84% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 45,600 | 1,010 | 0.15% | 0.14% | 39 | +1,342 | 3.03% | Q4 2025 | Jan 16, 2026 |
| NWF Advisory Services Inc. | History | Added to | 43,112 | 974 | 0.11% | 0.07% | 40 | +14,852 | 52.55% | Q4 2025 | Mar 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,731 | 740 | 0.0% | — | 41 | +32,731 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 32,496 | 734 | 0.03% | 0.04% | 42 | -2,107 | -6.09% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 31,428 | 710 | 0.0% | 0.0% | 43 | +8,351 | 36.19% | Q4 2025 | Feb 17, 2026 |
| WEALTH EFFECTS LLC | History | New | 30,886 | 698 | 0.22% | — | 44 | +30,886 | New | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,549 | 645 | 0.0% | 0.0% | 45 | +1,030 | 3.74% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,519 | 644 | 0.0% | 0.0% | 46 | -5,677 | -16.6% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,877 | 630 | 0.0% | 0.0% | 47 | +268 | 0.97% | Q4 2025 | Mar 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,314 | 549 | 0.0% | 0.0% | 48 | +11,079 | 83.71% | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 23,332 | 531 | 0.05% | 0.06% | 49 | -224 | -0.95% | Q4 2025 | Jan 12, 2026 |
| 1607 Capital Partners, LLC | History | New | 23,400 | 529 | 0.04% | — | 50 | +23,400 | New | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 22,142 | 500 | 0.02% | 0.02% | 51 | -221 | -0.99% | Q4 2025 | Jan 12, 2026 |
| Indivisible Partners | History | New | 20,405 | 461 | 0.05% | — | 52 | +20,405 | New | Q4 2025 | Feb 03, 2026 |
| Mathes Company, Inc. | History | Reduced | 19,700 | 445 | 0.16% | 0.16% | 53 | -500 | -2.48% | Q4 2025 | Feb 09, 2026 |
| Quantedge Capital Pte Ltd | History | New | 19,000 | 429 | 0.2% | — | 54 | +19,000 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,600 | 420 | 0.0% | 0.0% | 55 | +6,893 | 58.88% | Q4 2025 | Feb 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 18,107 | 409 | 0.24% | 0.25% | 56 | -410 | -2.21% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,816 | 380 | 0.0% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,639 | 353 | 0.01% | 0.01% | 58 | +1,988 | 14.56% | Q4 2025 | Feb 09, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 15,587 | 352 | 0.03% | 0.03% | 59 | -2,403 | -13.36% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,518 | 350 | 0.0% | 0.0% | 60 | -1,611 | -9.41% | Q4 2025 | Feb 17, 2026 |
| Fund Advisors of America Inc/FL | History | New | 15,459 | 349 | 0.32% | — | 61 | +15,459 | New | Q4 2025 | Mar 13, 2026 |
| CSS LLC/IL | History | Added to | 14,306 | 323 | 0.01% | 0.01% | 62 | +4,500 | 45.89% | Q4 2025 | Feb 17, 2026 |
| Delta Investment Management, LLC | History | No change | 13,600 | 307 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,524 | 305 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 13,380 | 302 | 0.03% | — | 65 | +13,380 | New | Q4 2025 | Jan 22, 2026 |
| EVOKE WEALTH, LLC | History | New | 13,122 | 296 | 0.01% | — | 66 | +13,122 | New | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,035 | 295 | 0.0% | 0.0% | 67 | +883 | 7.27% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,809 | 289 | 0.01% | 0.01% | 68 | +284 | 2.27% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,633 | 285 | 0.0% | 0.0% | 69 | -1,611 | -11.31% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 12,225 | 276 | 0.0% | 0.0% | 70 | -851 | -6.51% | Q4 2025 | Feb 13, 2026 |
| Stablepoint Partners, LLC | History | No change | 12,211 | 276 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,190 | 275 | 0.0% | 0.0% | 72 | +252 | 2.11% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | No change | 12,150 | 274 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 12,040 | 272 | 0.03% | 0.03% | 74 | +435 | 3.75% | Q4 2025 | Jan 29, 2026 |
| Painted Porch Advisors LLC | History | New | 12,029 | 271 | 0.11% | — | 76 | +12,029 | New | Q4 2025 | Mar 19, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,000 | 271 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,285 | 255 | 0.02% | 0.02% | 77 | +500 | 4.64% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | New | 10,574 | 239 | 0.0% | — | 78 | +10,574 | New | Q4 2025 | Feb 13, 2026 |
| Advocate Investing Services LLC | History | New | 10,300 | 232 | 0.21% | — | 79 | +10,300 | New | Q4 2025 | Feb 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 10,070 | 227 | 0.13% | — | 81 | +10,070 | New | Q4 2025 | Feb 11, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 10,022 | 227 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Biltmore Family Office, LLC | History | No change | 9,791 | 221 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Family Manage LLC | History | Reduced | 9,223 | 208 | 0.03% | 0.13% | 83 | -32,798 | -78.05% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 9,023 | 204 | 0.0% | — | 84 | +9,023 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,398 | 167 | 0.0% | 0.0% | 85 | +6,154 | 494.69% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,115 | 160 | 0.0% | 0.0% | 86 | -2,950 | -29.31% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 6,834 | 154 | 0.01% | — | 87 | +6,834 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 6,630 | 149 | 0.0% | 0.0% | 88 | -1,652 | -19.95% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 6,250 | 141 | 0.05% | — | 89 | +6,250 | New | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,270 | 141 | 0.0% | 0.0% | 90 | +437 | 7.49% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | New | 6,198 | 140 | 0.03% | — | 91 | +6,198 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,100 | 137 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| BlackRock, Inc. | History | No change | 5,000 | 113 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,989 | 90 | 0.0% | 0.0% | 94 | +258 | 6.92% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,324 | 75 | 0.0% | 0.0% | 95 | -3,264 | -49.54% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,988 | 67 | 0.0% | — | 96 | +2,988 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,581 | 58 | 0.01% | — | 97 | +2,581 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 2,072 | 46 | 0.0% | 0.0% | 98 | +58 | 2.88% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 2,019 | 45 | 0.0% | — | 99 | +2,019 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | No change | 1,600 | 36 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,566 | 35 | 0.0% | 0.0% | 101 | +57 | 3.78% | Q4 2025 | Jan 08, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,122 | 25 | 0.02% | 0.02% | 102 | -29 | -2.52% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,103 | 24 | 0.0% | 0.0% | 103 | +25 | 2.32% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 1,000 | 22 | 0.0% | — | 104 | +1,000 | New | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 807 | 18 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| United Community Bank | History | No change | 785 | 17 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 680 | 15 | 0.0% | 0.0% | 107 | -1,124 | -62.31% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 618 | 14 | 0.0% | 0.0% | 108 | +228 | 58.46% | Q4 2025 | Jan 26, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 534 | 12 | 0.01% | 0.01% | 109 | +19 | 3.69% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 562 | 12 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Osbon Capital Management LLC | History | New | 450 | 10 | 0.01% | — | 112 | +450 | New | Q4 2025 | Mar 16, 2026 |
| ST GERMAIN D J CO INC | History | No change | 450 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 403 | 9 | 0.0% | 0.0% | 113 | +14 | 3.6% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 320 | 7 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | No change | 260 | 5 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SWAN Capital LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | No change | 135 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 175 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 173 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 160 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 53 | 1 | 0.0% | 0.0% | 121 | -10 | -15.87% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -18,167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,614 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,983 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,275 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -968 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -815 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Blue Trust, Inc. | History | Reduced | 30 | 0 | — | 0.0% | — | -35 | -53.85% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |