BlackRock Municipal 2030 Target Term Trust - BTT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Added to | 4,618,725 | 105,399 | 3.24% | 3.14% | 1 | +210,844 | 4.78% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 1,833,979 | 41,851 | 0.16% | — | 2 | +1,833,979 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,560,360 | 35,607 | 0.06% | 0.05% | 3 | +75,073 | 5.05% | Q4 2025 | Jan 15, 2026 |
| Almitas Capital LLC | History | Reduced | 1,486,013 | 33,910 | 7.47% | 7.91% | 4 | -53,250 | -3.46% | Q4 2025 | Feb 17, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 1,364,127 | 31,129 | 1.09% | 1.08% | 5 | -55,767 | -3.93% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 1,361,137 | 31,061 | 2.73% | 2.45% | 6 | +138,536 | 11.33% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,241,871 | 28,339 | 0.0% | 0.0% | 7 | -72,552 | -5.52% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 1,166,387 | 26,616 | 1.26% | 1.67% | 8 | -134,170 | -10.32% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 766,484 | 17,491 | 0.0% | 0.0% | 9 | -2,648 | -0.34% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 701,209 | 16,001 | 0.0% | 0.0% | 10 | -33,923 | -4.61% | Q4 2025 | Jan 29, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 662,759 | 15,124 | 1.13% | 1.1% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 609,630 | 13,912 | 1.37% | 1.23% | 12 | +70,960 | 13.17% | Q4 2025 | Jan 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 542,733 | 12,385 | 0.43% | 0.42% | 13 | +31,848 | 6.23% | Q4 2025 | Jan 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 528,422 | 12,059 | 0.01% | 0.01% | 14 | +62,301 | 13.37% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 461,074 | 10,521 | 0.08% | 0.1% | 15 | -9,956 | -2.11% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 429,814 | 9,808 | 0.0% | 0.0% | 16 | +15,051 | 3.63% | Q4 2025 | Feb 11, 2026 |
| Narwhal Capital Management | History | Reduced | 387,702 | 8,847 | 0.64% | 0.65% | 17 | -1,666 | -0.43% | Q4 2025 | Jan 30, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 290,806 | 6,636 | 0.45% | 0.53% | 18 | -24,323 | -7.72% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 252,239 | 5,756 | 0.01% | — | 19 | +252,239 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 215,635 | 4,920 | 0.0% | 0.0% | 20 | +11,149 | 5.45% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 204,180 | 4,659 | 0.27% | 0.28% | 21 | +787 | 0.39% | Q4 2025 | Feb 13, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 190,045 | 4,336 | 0.99% | 1.0% | 22 | +372 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 174,692 | 3,986 | 0.68% | 0.64% | 23 | +13,750 | 8.54% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 156,787 | 3,577 | 0.0% | 0.0% | 24 | +17,515 | 12.58% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 143,450 | 3,273 | 0.0% | 0.01% | 25 | +500 | 0.35% | Q4 2025 | Feb 11, 2026 |
| Elgethun Capital Management | History | Added to | 137,007 | 3,126 | 0.54% | 0.54% | 26 | +4,591 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | Added to | 132,260 | 3,018 | 0.05% | 0.06% | 27 | +2,060 | 1.58% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 132,090 | 3,014 | 0.01% | 0.01% | 28 | +8,055 | 6.49% | Q4 2025 | Mar 16, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 131,007 | 2,989 | 1.19% | 1.21% | 29 | +1,523 | 1.18% | Q4 2025 | Jan 15, 2026 |
| Hara Capital LLC | History | No change | 120,685 | 2,754 | 1.53% | 1.6% | 30 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 120,117 | 2,741 | 0.46% | 0.47% | 31 | +1,963 | 1.66% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 107,256 | 2,447 | 0.54% | 0.55% | 32 | -1,166 | -1.08% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 105,681 | 2,411 | 0.01% | 0.01% | 33 | -1,450 | -1.35% | Q4 2025 | Feb 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 104,707 | 2,389 | 0.2% | 0.2% | 34 | +43 | 0.04% | Q4 2025 | Jan 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 103,841 | 2,369 | 0.0% | 0.0% | 35 | -32,822 | -24.02% | Q4 2025 | Feb 18, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 101,274 | 2,293 | 0.44% | 0.48% | 36 | -3,198 | -3.06% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 91,659 | 2,092 | 0.02% | 0.02% | 37 | -2,933 | -3.1% | Q4 2025 | Jan 05, 2026 |
| Matisse Capital | History | Reduced | 90,000 | 2,053 | 0.91% | 1.02% | 38 | -10,739 | -10.66% | Q4 2025 | Jan 29, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 85,341 | 1,947 | 0.52% | 0.53% | 39 | +2 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 80,832 | 1,845 | 0.0% | — | 40 | +80,832 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 80,329 | 1,833 | 0.0% | 0.0% | 41 | -14,566 | -15.35% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 78,629 | 1,794 | 0.03% | 0.01% | 42 | +43,482 | 123.71% | Q4 2025 | Feb 12, 2026 |
| Gridiron Partners, LLC | History | Reduced | 77,255 | 1,762 | 1.0% | 0.99% | 43 | -1,791,710 | -95.87% | Q4 2025 | Jan 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 73,954 | 1,687 | 0.0% | 0.0% | 44 | +4,662 | 6.73% | Q4 2025 | Jan 08, 2026 |
| Anchor Investment Management, LLC | History | Added to | 71,312 | 1,627 | 0.13% | 0.13% | 45 | +1,826 | 2.63% | Q4 2025 | Feb 26, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 59,170 | 1,350 | 0.93% | 0.92% | 46 | -450 | -0.75% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,607 | 1,268 | 0.0% | 0.0% | 47 | -5,408 | -8.86% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 52,521 | 1,198 | 0.06% | 0.05% | 48 | +2,729 | 5.48% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 51,937 | 1,185 | 0.02% | 0.02% | 49 | +17 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 50,610 | 1,154 | 0.0% | 0.0% | 50 | -11,935 | -19.08% | Q4 2025 | Feb 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 50,000 | 1,141 | 0.0% | 0.0% | 51 | +10,000 | 25.0% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 49,685 | 1,133 | 0.38% | 0.38% | 52 | +385 | 0.78% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 47,381 | 1,081 | 0.0% | 0.01% | 53 | -26,477 | -35.85% | Q4 2025 | Feb 13, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 46,490 | 1,060 | 0.08% | 0.1% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 45,820 | 1,045 | 0.01% | 0.01% | 55 | -2,839 | -5.83% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 44,134 | 1,007 | 0.0% | 0.0% | 56 | +12,400 | 39.07% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 43,632 | 995 | 0.01% | — | 57 | +43,632 | New | Q4 2025 | Feb 18, 2026 |
| SEVEN MILE ADVISORY | History | No change | 43,303 | 988 | 0.17% | 0.16% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,253 | 987 | 0.0% | 0.0% | 59 | +225 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Oder Investment Management, LLC | History | Reduced | 43,151 | 984 | 0.71% | 0.71% | 60 | -653 | -1.49% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 37,901 | 864 | 0.01% | 0.01% | 61 | +8,239 | 27.78% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,425 | 831 | 0.0% | 0.0% | 62 | +7,533 | 26.07% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 34,009 | 776 | 0.05% | — | 63 | +34,009 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 32,383 | 739 | 0.0% | 0.0% | 64 | +15,703 | 94.14% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 30,667 | 699 | 0.06% | 0.06% | 65 | +1,000 | 3.37% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,241 | 667 | 0.0% | 0.0% | 66 | +12,102 | 70.61% | Q4 2025 | Feb 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 28,560 | 651 | 0.38% | 0.36% | 67 | +860 | 3.1% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 28,337 | 646 | 0.01% | 0.01% | 68 | -3,018 | -9.63% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,547 | 629 | 0.0% | 0.0% | 69 | +9,007 | 48.58% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 26,485 | 604 | 0.0% | 0.0% | 70 | +500 | 1.92% | Q4 2025 | Feb 09, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | No change | 26,154 | 596 | 0.45% | 0.46% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 24,907 | 568 | 0.34% | — | 72 | +24,907 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | New | 24,869 | 567 | 0.0% | — | 73 | +24,869 | New | Q4 2025 | Feb 19, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 24,400 | 556 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 23,472 | 535 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 22,314 | 509 | 0.0% | 0.0% | 76 | +71 | 0.32% | Q4 2025 | Feb 18, 2026 |
| Magnus Financial Group LLC | History | Reduced | 21,399 | 488 | 0.04% | 0.04% | 77 | -1,745 | -7.54% | Q4 2025 | Jan 07, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 21,377 | 487 | 0.32% | 0.34% | 78 | -594 | -2.7% | Q4 2025 | Jan 08, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 21,088 | 481 | 0.1% | 0.09% | 79 | +930 | 4.61% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 20,702 | 472 | 0.0% | 0.0% | 80 | +6,981 | 50.88% | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Reduced | 20,032 | 452 | 0.23% | 0.28% | 82 | -1,675 | -7.72% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 19,800 | 452 | 0.0% | 0.0% | 81 | +300 | 1.54% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,253 | 439 | 0.01% | 0.01% | 83 | +140 | 0.73% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,539 | 423 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,527 | 422 | 0.01% | 0.01% | 85 | +11 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Covenant Asset Management, LLC | History | No change | 18,490 | 421 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,715 | 404 | 0.0% | 0.0% | 87 | -2,335 | -11.65% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,100 | 390 | 0.0% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,825 | 383 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 15,385 | 351 | 0.01% | 0.01% | 90 | -215 | -1.38% | Q4 2025 | Jan 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 15,249 | 347 | 0.06% | 0.06% | 91 | +124 | 0.82% | Q4 2025 | Feb 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 14,550 | 332 | 0.05% | 0.05% | 92 | -500 | -3.32% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,310 | 326 | 0.0% | 0.0% | 93 | +153 | 1.08% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,539 | 308 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 13,259 | 302 | 0.0% | — | 96 | +13,259 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,250 | 302 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Edge Wealth Management LLC | History | No change | 13,000 | 296 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tamar Securities, LLC | History | Added to | 12,360 | 282 | 0.03% | 0.03% | 98 | +9 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,295 | 280 | 0.01% | 0.01% | 99 | +9 | 0.07% | Q4 2025 | Jan 14, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 12,250 | 279 | 0.25% | — | 100 | +12,250 | New | Q4 2025 | Feb 11, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 12,113 | 276 | 0.03% | 0.03% | 101 | +33 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | No change | 12,000 | 273 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,678 | 266 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 11,613 | 265 | 0.04% | 0.05% | 104 | +30 | 0.26% | Q4 2025 | Jan 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 11,507 | 262 | 0.15% | 0.15% | 105 | +10 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | Added to | 11,069 | 252 | 0.0% | 0.0% | 106 | +156 | 1.43% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,780 | 246 | 0.0% | — | 108 | +10,780 | New | Q4 2025 | Feb 18, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 10,790 | 246 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 10,226 | 233 | 0.02% | 0.02% | 109 | -1,250 | -10.89% | Q4 2025 | Jan 07, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 10,150 | 231 | 0.03% | 0.04% | 110 | -1,500 | -12.88% | Q4 2025 | Jan 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 9,450 | 215 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,222 | 210 | 0.0% | 0.0% | 112 | -1,199 | -11.51% | Q4 2025 | Feb 12, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 9,200 | 209 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | No change | 9,129 | 208 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perkins Coie Trust Co | History | Reduced | 7,091 | 161 | 0.03% | 0.03% | 115 | -366 | -4.91% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Reduced | 5,115 | 116 | 0.0% | 0.0% | 116 | -2 | -0.04% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Co / SC | History | No change | 5,000 | 114 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 4,420 | 100 | 0.05% | 0.06% | 119 | -666 | -13.09% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,418 | 100 | 0.0% | 0.0% | 118 | +497 | 12.68% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 4,252 | 97 | 0.0% | 0.0% | 120 | -200 | -4.49% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,400 | 54 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,000 | 45 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,000 | 45 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | No change | 1,968 | 44 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,834 | 41 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clark Wealth Partners | History | No change | 1,330 | 30 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Basepoint Wealth LLC | History | New | 1,272 | 29 | 0.02% | — | 127 | +1,272 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MOTCO | History | No change | 900 | 20 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 800 | 18 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 750 | 17 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kilter Group LLC | History | Added to | 587 | 13 | 0.01% | 0.01% | 132 | +5 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Bank of New Hampshire | History | New | 500 | 11 | 0.0% | — | 134 | +500 | New | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | New | 500 | 11 | 0.0% | — | 135 | +500 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 400 | 9 | 0.0% | — | 136 | +400 | New | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 350 | 7 | 0.0% | — | 137 | +350 | New | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 100 | 2 | 0.0% | — | 138 | +100 | New | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -265,961 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -53,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,009 | -100.0% | Q3 2025 | Nov 07, 2025 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -40,929 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -15,559 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -14,512 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,857 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,386 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,233 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,090 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |