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 | No change | 5,696,873 | 171,077 | 4.39% | 4.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,336,626 | 100,198 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 1,511,481 | 45,389 | 2.16% | 2.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,236,826 | 36,387 | 0.92% | 0.59% | 4 | +472,956 | 61.92% | Q3 2026 | Oct 22, 2026 |
| UBS Group AG | History | No change | 1,132,868 | 34,020 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 993,064 | 29,821 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 941,190 | 28,263 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 844,911 | 25,372 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 677,993 | 20,360 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 483,321 | 14,514 | 0.42% | 0.42% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 335,263 | 9,863 | 0.37% | 0.37% | 11 | +11,561 | 3.57% | Q3 2026 | Oct 26, 2026 |
| Z3 Capital Partners, LLC | History | No change | 316,562 | 9,506 | 2.0% | 2.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 315,033 | 9,460 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 312,187 | 9,184 | 0.1% | 0.08% | 14 | +54,619 | 21.21% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 283,241 | 8,505 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 243,765 | 7,320 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 193,382 | 5,807 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 190,230 | 5,596 | 0.67% | 0.71% | 18 | -74 | -0.04% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 184,827 | 5,528 | 0.01% | 0.01% | 19 | +7,833 | 4.43% | Q3 2026 | Oct 13, 2026 |
| Potrero Capital Research LLC | History | No change | 167,198 | 5,020 | 2.79% | 2.79% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 166,033 | 4,985 | 1.53% | 1.53% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 150,764 | 4,527 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 138,072 | 4,146 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 100,261 | 2,949 | 0.04% | 0.05% | 24 | +2,469 | 2.52% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 94,558 | 2,839 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 93,497 | 2,807 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 91,975 | 2,705 | 0.05% | 0.05% | 27 | +475 | 0.52% | Q3 2026 | Oct 13, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 80,000 | 2,402 | 1.78% | 1.78% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 75,649 | 2,271 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 66,250 | 1,989 | 0.17% | 0.17% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TrueMark Investments, LLC | History | No change | 64,075 | 1,924 | 0.24% | 0.24% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PMG Family Office LLC | History | Added to | 58,427 | 1,718 | 1.59% | 1.6% | 32 | +628 | 1.09% | Q3 2026 | Oct 19, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 56,833 | 1,706 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,323 | 1,691 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,776 | 1,614 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 53,556 | 1,608 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 52,501 | 1,576 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlas Wealth LLC | History | No change | 50,993 | 1,531 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 50,643 | 1,520 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Added to | 48,250 | 1,419 | 0.64% | 0.65% | 40 | +225 | 0.47% | Q3 2026 | Oct 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 46,622 | 1,371 | 0.0% | 0.0% | 41 | -5,512 | -10.57% | Q3 2026 | Nov 02, 2026 |
| NWF Advisory Services Inc. | History | Added to | 46,616 | 1,371 | 0.13% | 0.13% | 42 | +2,301 | 5.19% | Q3 2026 | Oct 19, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 43,864 | 1,317 | 0.19% | 0.17% | 43 | -3,718 | -7.81% | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 42,380 | 1,246 | 0.01% | 0.02% | 44 | +88 | 0.21% | Q3 2026 | Oct 23, 2026 |
| WNY Asset Management, LLC | History | No change | 38,501 | 1,156 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 38,384 | 1,152 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 37,720 | 1,133 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 37,585 | 1,128 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LM Advisors LLC | History | No change | 37,591 | 1,125 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,009 | 1,088 | 0.01% | 0.0% | 50 | +25,167 | 212.52% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 33,393 | 1,002 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,198 | 996 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 31,966 | 959 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 31,811 | 955 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 31,385 | 942 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,595 | 929 | 0.0% | 0.0% | 56 | +18,456 | 140.47% | Q3 2026 | Nov 02, 2026 |
| PFG Investments, LLC | History | No change | 29,012 | 871 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Added to | 29,360 | 863 | 0.0% | 0.0% | 58 | +16,303 | 124.86% | Q3 2026 | Nov 02, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 28,545 | 857 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 28,545 | 857 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 28,232 | 847 | 0.77% | 0.77% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Almitas Capital LLC | History | No change | 26,810 | 805 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 26,361 | 791 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 26,477 | 778 | 0.0% | 0.0% | 64 | +960 | 3.76% | Q3 2026 | Oct 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,181 | 740 | 0.02% | 0.02% | 65 | +1,221 | 5.1% | Q3 2026 | Oct 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,332 | 730 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 24,283 | 729 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 23,287 | 716 | 0.09% | 0.05% | 68 | +11,151 | 91.88% | Q3 2026 | Oct 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,618 | 679 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 20,582 | 605 | 0.03% | 0.02% | 70 | -320 | -1.53% | Q3 2026 | Nov 03, 2026 |
| Indivisible Partners | History | Reduced | 20,355 | 598 | 0.03% | 0.04% | 71 | -1,989 | -8.9% | Q3 2026 | Oct 26, 2026 |
| Mathes Company, Inc. | History | No change | 19,700 | 592 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 20,005 | 588 | 0.0% | — | 74 | +20,005 | New | Q3 2026 | Nov 04, 2026 |
| Anchor Capital Management Group Inc | History | Reduced | 20,000 | 588 | 0.5% | 0.72% | 73 | -15,000 | -42.86% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 19,026 | 571 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 19,000 | 570 | 0.43% | 0.43% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 18,710 | 550 | 0.06% | 0.06% | 77 | +5 | 0.03% | Q3 2026 | Oct 21, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 17,380 | 521 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 16,944 | 508 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,612 | 489 | 0.0% | 0.0% | 80 | -1 | -0.01% | Q3 2026 | Nov 02, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 15,456 | 454 | 0.03% | 0.03% | 81 | +931 | 6.41% | Q3 2026 | Oct 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,078 | 414 | 0.01% | 0.01% | 82 | -4,990 | -26.17% | Q3 2026 | Oct 28, 2026 |
| Delta Investment Management, LLC | History | No change | 13,600 | 408 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 13,466 | 404 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,524 | 397 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 13,385 | 393 | 0.02% | 0.02% | 86 | +689 | 5.43% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,633 | 379 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Painted Porch Advisors LLC | History | No change | 12,504 | 375 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 12,720 | 374 | 0.04% | 0.04% | 89 | +205 | 1.64% | Q3 2026 | Oct 27, 2026 |
| CSS LLC/IL | History | No change | 12,306 | 369 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,163 | 365 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 12,122 | 364 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,796 | 354 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,000 | 353 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CITIGROUP INC | History | Added to | 11,581 | 340 | 0.0% | 0.0% | 95 | +3,634 | 45.73% | Q3 2026 | Nov 04, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 11,293 | 332 | 0.04% | 0.05% | 97 | -1,539 | -11.99% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Wealth | History | No change | 11,069 | 332 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 10,347 | 310 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advocate Investing Services LLC | History | No change | 10,300 | 303 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 10,268 | 302 | 0.31% | 0.31% | 100 | -299 | -2.83% | Q3 2026 | Nov 04, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 10,022 | 295 | 0.02% | 0.03% | 101 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Biltmore Family Office, LLC | History | No change | 9,791 | 288 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| World Investment Advisors | History | No change | 12,964 | 287 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 8,564 | 282 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Left Brain Wealth Management, LLC | History | Added to | 9,568 | 281 | 0.09% | 0.07% | 105 | +1,730 | 22.07% | Q3 2026 | Oct 28, 2026 |
| Kathmere Capital Management, LLC | History | No change | 9,300 | 273 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,263 | 272 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 8,719 | 256 | 0.07% | 0.07% | 108 | -171 | -1.92% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,287 | 248 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | New | 8,354 | 245 | 0.0% | — | 110 | +8,354 | New | Q3 2026 | Nov 05, 2026 |
| Advisory Services Network, LLC | History | No change | 7,944 | 238 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,617 | 235 | 0.01% | 0.02% | 112 | -3,668 | -32.5% | Q3 2026 | Nov 02, 2026 |
| Abel Hall, LLC | History | No change | 8,000 | 235 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,665 | 230 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 7,544 | 226 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 7,255 | 217 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | New | 6,883 | 202 | 0.11% | — | 117 | +6,883 | New | Q3 2026 | Oct 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 6,800 | 200 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Adalta Capital Management LLC | History | No change | 6,000 | 180 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,838 | 175 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 5,000 | 150 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,688 | 108 | 0.0% | 0.0% | 122 | +231 | 6.68% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,556 | 104 | 0.0% | 0.0% | 123 | +3,112 | 700.9% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,492 | 74 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 2,396 | 70 | 0.01% | — | 125 | +2,396 | New | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 2,040 | 61 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 2,016 | 59 | 0.0% | 0.0% | 127 | +881 | 77.62% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 1,952 | 57 | 0.0% | — | 128 | +1,952 | New | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,924 | 56 | 0.01% | 0.01% | 129 | -368 | -16.06% | Q3 2026 | Oct 27, 2026 |
| First Bancorp, Inc /ME/ | History | New | 1,610 | 47 | 0.02% | — | 130 | +1,610 | New | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 1,250 | 37 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,179 | 34 | 0.0% | 0.0% | 132 | +48 | 4.24% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | No change | 1,155 | 34 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,019 | 29 | 0.02% | 0.02% | 134 | -98 | -8.77% | Q3 2026 | Oct 27, 2026 |
| Latitude Advisors, LLC | History | New | 892 | 26 | 0.01% | — | 135 | +892 | New | Q3 2026 | Oct 27, 2026 |
| Activest Wealth Management | History | Reduced | 800 | 23 | 0.0% | 0.01% | 137 | -807 | -50.22% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 807 | 23 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 723 | 21 | 0.0% | 0.0% | 138 | +11 | 1.54% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 680 | 20 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 600 | 17 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 566 | 17 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 556 | 16 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management LLC | History | No change | 468 | 14 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 450 | 13 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Operose Advisors LLC | History | No change | 303 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Community Bank | History | New | 303 | 8 | 0.0% | — | 146 | +303 | New | Q3 2026 | Oct 28, 2026 |
| SWAN Capital LLC | History | No change | 250 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 228 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 175 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 135 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,576 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,894 | -100.0% | Q3 2026 | Oct 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,250 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -6,200 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,089 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,627 | -100.0% | Q3 2026 | Oct 09, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -562 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2026 | Oct 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |