BlackRock Municipal 2030 Target Term Trust - BTT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Added to | 4,689,313 | 106,447 | 3.32% | 3.24% | 1 | +70,588 | 1.53% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,613,294 | 36,621 | 0.15% | 0.16% | 2 | -220,685 | -12.03% | Q1 2026 | May 11, 2026 |
| MACKAY SHIELDS LLC | History | Added to | 1,566,262 | 35,554 | 1.3% | 1.09% | 3 | +202,135 | 14.82% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,560,360 | 35,420 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Almitas Capital LLC | History | No change | 1,486,013 | 33,732 | 7.62% | 7.47% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 1,401,152 | 31,806 | 2.63% | 2.73% | 6 | +40,015 | 2.94% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,247,371 | 28,315 | 0.0% | 0.0% | 7 | +5,500 | 0.44% | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 881,402 | 20,007 | 1.0% | 1.26% | 8 | -284,985 | -24.43% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 836,734 | 18,994 | 1.89% | 1.37% | 9 | +227,104 | 37.25% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 745,082 | 16,913 | 0.0% | 0.0% | 10 | -21,402 | -2.79% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 707,969 | 16,070 | 0.0% | 0.0% | 11 | +6,760 | 0.96% | Q1 2026 | May 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 617,560 | 14,018 | 0.47% | 0.43% | 12 | +74,827 | 13.79% | Q1 2026 | May 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 541,052 | 12,281 | 0.89% | 1.13% | 13 | -121,707 | -18.36% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 490,684 | 11,139 | 0.01% | 0.01% | 14 | -37,738 | -7.14% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 488,950 | 11,099 | 0.0% | 0.0% | 15 | +59,136 | 13.76% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 442,588 | 10,046 | 0.07% | 0.08% | 16 | -18,486 | -4.01% | Q1 2026 | Apr 15, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 385,481 | 8,750 | 0.63% | 0.45% | 17 | +94,675 | 32.56% | Q1 2026 | May 15, 2026 |
| Narwhal Capital Management | History | Reduced | 357,067 | 8,105 | 0.6% | 0.64% | 18 | -30,635 | -7.9% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Reduced | 240,497 | 5,459 | 0.01% | 0.01% | 19 | -11,742 | -4.66% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 228,066 | 5,177 | 0.86% | 0.68% | 20 | +53,374 | 30.55% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 204,947 | 4,652 | 0.26% | 0.27% | 21 | +767 | 0.38% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 201,895 | 4,583 | 0.0% | 0.0% | 22 | -13,740 | -6.37% | Q1 2026 | May 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 195,915 | 4,447 | 1.02% | 0.99% | 23 | +5,870 | 3.09% | Q1 2026 | Apr 17, 2026 |
| Dakota Wealth Management | History | Added to | 166,660 | 3,783 | 0.08% | 0.05% | 24 | +34,400 | 26.01% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 140,668 | 3,193 | 0.0% | 0.0% | 25 | -16,119 | -10.28% | Q1 2026 | May 04, 2026 |
| Elgethun Capital Management | History | Added to | 137,169 | 3,113 | 0.51% | 0.54% | 26 | +162 | 0.12% | Q1 2026 | May 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 124,238 | 2,820 | 1.08% | 1.19% | 27 | -6,769 | -5.17% | Q1 2026 | Apr 21, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 122,996 | 2,792 | 0.05% | 0.03% | 28 | +44,367 | 56.43% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 120,571 | 2,736 | 0.3% | 0.46% | 29 | +454 | 0.38% | Q1 2026 | May 07, 2026 |
| Hara Capital LLC | History | Reduced | 120,285 | 2,736 | 1.37% | 1.53% | 30 | -400 | -0.33% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 111,320 | 2,526 | 0.0% | 0.01% | 31 | -20,770 | -15.72% | Q1 2026 | May 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 107,608 | 2,442 | 0.54% | 0.54% | 32 | +352 | 0.33% | Q1 2026 | May 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 103,581 | 2,351 | 0.2% | 0.2% | 33 | -1,126 | -1.08% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 100,366 | 2,278 | 0.0% | 0.0% | 34 | -3,475 | -3.35% | Q1 2026 | May 14, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 99,316 | 2,254 | 0.41% | 0.44% | 35 | -1,958 | -1.93% | Q1 2026 | Apr 30, 2026 |
| COHEN & STEERS, INC. | History | Added to | 93,000 | 2,111 | 0.0% | 0.0% | 36 | +43,000 | 86.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 82,924 | 1,882 | 0.01% | 0.02% | 37 | -8,735 | -9.53% | Q1 2026 | Apr 07, 2026 |
| Matisse Capital | History | Reduced | 81,562 | 1,851 | 0.79% | 0.92% | 38 | -8,438 | -9.38% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 80,281 | 1,822 | 0.0% | 0.0% | 39 | -551 | -0.68% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 79,188 | 1,797 | 0.0% | 0.0% | 40 | -1,141 | -1.42% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 73,325 | 1,664 | 0.14% | 0.13% | 41 | +2,013 | 2.82% | Q1 2026 | May 01, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 71,425 | 1,621 | 0.46% | 0.52% | 42 | -13,916 | -16.31% | Q1 2026 | May 11, 2026 |
| Gridiron Partners, LLC | History | Reduced | 67,359 | 1,529 | 0.93% | 1.0% | 43 | -9,896 | -12.81% | Q1 2026 | Apr 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 59,170 | 1,343 | 0.92% | 0.93% | 44 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 56,975 | 1,293 | 0.8% | 0.38% | 45 | +28,415 | 99.49% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,368 | 1,281 | 0.0% | 0.0% | 46 | -17,586 | -23.78% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 53,811 | 1,221 | 0.0% | 0.0% | 47 | +3,201 | 6.32% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 51,945 | 1,179 | 0.02% | 0.02% | 48 | +8 | 0.02% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 51,734 | 1,174 | 0.0% | 0.0% | 49 | +7,600 | 17.22% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,556 | 1,170 | 0.0% | 0.0% | 50 | -4,051 | -7.29% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 50,163 | 1,138 | 0.01% | 0.01% | 51 | -55,518 | -52.53% | Q1 2026 | May 08, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 49,066 | 1,113 | 0.38% | 0.38% | 52 | -619 | -1.25% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 47,381 | 1,075 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 46,795 | 1,047 | 0.07% | 0.06% | 54 | -5,726 | -10.9% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 45,833 | 1,040 | 0.01% | 0.01% | 55 | +13 | 0.03% | Q1 2026 | May 05, 2026 |
| Fiera Capital Corp | History | New | 44,345 | 1,006 | 0.0% | — | 56 | +44,345 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,365 | 984 | 0.0% | 0.0% | 57 | +112 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Oder Investment Management, LLC | History | Added to | 43,182 | 980 | 0.75% | 0.71% | 58 | +31 | 0.07% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 41,568 | 943 | 0.0% | 0.0% | 59 | +16,699 | 67.15% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 41,401 | 939 | 0.01% | 0.01% | 60 | +3,500 | 9.23% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,257 | 891 | 0.0% | 0.0% | 61 | +11,710 | 42.51% | Q1 2026 | Apr 22, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 38,090 | 864 | 0.06% | 0.08% | 62 | -8,400 | -18.07% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 34,144 | 775 | 0.04% | 0.05% | 63 | +135 | 0.4% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,304 | 733 | 0.0% | 0.01% | 64 | -11,328 | -25.96% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 31,901 | 724 | 0.01% | — | 65 | +31,901 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | New | 30,781 | 698 | 0.0% | — | 66 | +30,781 | New | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 30,667 | 696 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 30,560 | 693 | 0.0% | 0.0% | 68 | +4,075 | 15.39% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 28,916 | 656 | 0.0% | 0.0% | 69 | +19,694 | 213.55% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,410 | 644 | 0.01% | 0.01% | 70 | +73 | 0.26% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,278 | 596 | 0.0% | 0.0% | 71 | -10,147 | -27.86% | Q1 2026 | Apr 30, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Reduced | 25,854 | 586 | 0.52% | 0.45% | 72 | -300 | -1.15% | Q1 2026 | Apr 14, 2026 |
| Integrity Wealth Partners, LLC | History | New | 24,887 | 564 | 0.51% | — | 73 | +24,887 | New | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 24,843 | 562 | 0.0% | 0.0% | 74 | +4,141 | 20.0% | Q1 2026 | May 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 24,400 | 553 | 0.19% | 0.19% | 75 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 23,876 | 541 | 0.55% | 0.34% | 76 | -1,031 | -4.14% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 23,472 | 532 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 23,331 | 529 | 0.06% | 0.03% | 78 | +11,218 | 92.61% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 22,349 | 507 | 0.0% | 0.0% | 79 | +35 | 0.16% | Q1 2026 | Jun 02, 2026 |
| Cerity Partners LLC | History | Reduced | 22,051 | 500 | 0.0% | 0.0% | 80 | -121,399 | -84.63% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 21,425 | 486 | 0.04% | 0.04% | 81 | +26 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,590 | 467 | 0.01% | 0.01% | 82 | +2,063 | 11.14% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 20,300 | 460 | 0.0% | 0.0% | 83 | +500 | 2.53% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | No change | 20,032 | 452 | 0.25% | 0.23% | 84 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | New | 19,793 | 449 | 0.01% | — | 85 | +19,793 | New | Q1 2026 | May 12, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 19,649 | 446 | 0.37% | 0.25% | 86 | +7,399 | 60.4% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Reduced | 19,259 | 437 | 0.0% | 0.0% | 87 | -13,124 | -40.53% | Q1 2026 | May 12, 2026 |
| Covenant Asset Management, LLC | History | No change | 18,490 | 419 | 0.06% | 0.05% | 88 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 18,321 | 415 | 0.28% | 0.32% | 89 | -3,056 | -14.3% | Q1 2026 | May 07, 2026 |
| LexAurum Advisors, LLC | History | New | 17,097 | 388 | 0.05% | — | 91 | +17,097 | New | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 17,114 | 388 | 0.0% | 0.0% | 90 | -1,425 | -7.69% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,825 | 384 | 0.02% | 0.03% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 16,300 | 370 | 0.0% | 0.0% | 93 | -800 | -4.68% | Q1 2026 | Apr 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 15,769 | 357 | 0.01% | 0.01% | 94 | +384 | 2.5% | Q1 2026 | Apr 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 15,311 | 347 | 0.06% | 0.06% | 95 | +62 | 0.41% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 14,550 | 330 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 14,350 | 325 | 0.04% | — | 97 | +14,350 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 14,310 | 324 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,709 | 311 | 0.0% | 0.0% | 99 | -4,006 | -22.61% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,539 | 307 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,250 | 300 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Edge Wealth Management LLC | History | No change | 13,000 | 295 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,299 | 279 | 0.01% | 0.01% | 103 | +4 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Everest Financial Group LLC | History | New | 12,275 | 278 | 0.05% | — | 104 | +12,275 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | No change | 12,000 | 272 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 11,628 | 263 | 0.04% | 0.04% | 106 | +15 | 0.13% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,527 | 261 | 0.0% | 0.0% | 107 | -17,714 | -60.58% | Q1 2026 | May 04, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 11,454 | 260 | 0.15% | 0.15% | 108 | -53 | -0.46% | Q1 2026 | Apr 10, 2026 |
| Tamar Securities, LLC | History | Reduced | 11,150 | 253 | 0.03% | 0.03% | 109 | -1,210 | -9.79% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,006 | 249 | 0.0% | 0.0% | 110 | -63 | -0.57% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10,226 | 232 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 10,150 | 230 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Creative Planning | History | Added to | 9,820 | 222 | 0.0% | 0.0% | 113 | +691 | 7.57% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,578 | 217 | 0.0% | 0.0% | 114 | -2,100 | -17.98% | Q1 2026 | Apr 30, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 9,450 | 214 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 9,200 | 208 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Perkins Coie Trust Co | History | No change | 7,091 | 160 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 6,450 | 146 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,115 | 116 | 0.0% | — | 120 | +5,115 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 5,115 | 116 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Co / SC | History | No change | 5,000 | 113 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | No change | 4,252 | 96 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 4,000 | 90 | 0.0% | — | 124 | +4,000 | New | Q1 2026 | May 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,997 | 90 | 0.0% | 0.0% | 123 | -421 | -9.53% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | New | 3,878 | 88 | 0.02% | — | 125 | +3,878 | New | Q1 2026 | Apr 24, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,853 | 87 | 0.04% | 0.05% | 126 | -567 | -12.83% | Q1 2026 | Apr 02, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,000 | 68 | 0.0% | — | 127 | +3,000 | New | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,400 | 54 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,000 | 45 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,000 | 45 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,834 | 41 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | No change | 1,330 | 30 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | No change | 1,272 | 28 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,200 | 26 | 0.0% | — | 134 | +1,200 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | New | 800 | 18 | 0.0% | — | 136 | +800 | New | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | New | 754 | 17 | 0.0% | — | 137 | +754 | New | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 740 | 16 | 0.0% | 0.0% | 138 | -10 | -1.33% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 650 | 14 | 0.0% | 0.0% | 139 | +300 | 85.71% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | No change | 500 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 200 | 4 | 0.0% | — | 143 | +200 | New | Q1 2026 | Apr 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.17% | — | -43,303 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -21,088 | -100.0% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,253 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,259 | -100.0% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,790 | -100.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,780 | -100.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.01% | — | -1,968 | -100.0% | Q1 2026 | Apr 03, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mountain Hill Investment Partners Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -587 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11 | 0 | — | — | — | -7 | -38.89% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |