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 | No change | 4,641,247 | 105,588 | 3.04% | 3.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKAY SHIELDS LLC | History | No change | 1,967,980 | 42,980 | 1.56% | 1.5% | 2 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,917,598 | 41,880 | 3.53% | 2.57% | 3 | +642,989 | 50.45% | Q3 2026 | Nov 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,794,332 | 39,188 | 0.06% | 0.05% | 4 | +230,472 | 14.74% | Q3 2026 | Nov 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,638,668 | 37,279 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almitas Capital LLC | History | No change | 1,485,213 | 33,788 | 8.1% | 8.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 1,420,474 | 32,315 | 2.41% | 2.41% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,268,475 | 28,857 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 833,167 | 18,196 | 0.53% | 0.51% | 9 | +49,485 | 6.31% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 719,925 | 16,378 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 654,447 | 14,888 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 516,302 | 11,745 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 507,854 | 11,553 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 493,001 | 11,215 | 0.53% | 0.53% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 476,815 | 10,413 | 0.71% | 0.68% | 15 | -21,737 | -4.36% | Q3 2026 | Oct 30, 2026 |
| Merit Financial Group, LLC | History | No change | 441,028 | 10,033 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Narwhal Capital Management | History | New | 357,201 | 7,801 | 0.52% | — | 17 | +357,201 | New | Q3 2026 | Nov 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 312,029 | 6,814 | 1.18% | 1.1% | 18 | +58,722 | 23.18% | Q3 2026 | Nov 03, 2026 |
| 1607 Capital Partners, LLC | History | No change | 287,241 | 6,534 | 0.57% | 0.57% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | No change | 214,188 | 4,872 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 208,040 | 4,732 | 0.23% | 0.23% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 203,231 | 4,623 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 178,185 | 4,053 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 179,501 | 3,920 | 0.76% | 0.86% | 24 | -11,729 | -6.13% | Q3 2026 | Oct 16, 2026 |
| Dakota Wealth Management | History | No change | 166,660 | 3,791 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 144,042 | 3,276 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Elgethun Capital Management | History | No change | 137,301 | 3,123 | 0.44% | 0.44% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 119,000 | 2,707 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 115,681 | 2,526 | 0.82% | 0.89% | 29 | -1,924 | -1.64% | Q3 2026 | Oct 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 107,454 | 2,444 | 0.48% | 0.48% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hara Capital LLC | History | Reduced | 110,087 | 2,409 | 1.15% | 1.37% | 31 | -4,300 | -3.76% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 93,598 | 2,129 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 92,705 | 2,052 | 0.33% | 0.33% | 33 | -215 | -0.23% | Q3 2026 | Nov 03, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 91,765 | 2,004 | 0.14% | 0.17% | 34 | -8,579 | -8.55% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 81,261 | 1,848 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 80,729 | 1,837 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 78,557 | 1,787 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 77,759 | 1,698 | 0.01% | 0.01% | 38 | +890 | 1.16% | Q3 2026 | Oct 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 72,345 | 1,645 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 71,425 | 1,624 | 0.4% | 0.4% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiera Capital Corp | History | No change | 66,988 | 1,523 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 63,712 | 1,449 | 0.67% | 0.67% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Invesco Ltd. | History | No change | 61,808 | 1,406 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 60,653 | 1,379 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 62,724 | 1,359 | 0.0% | 0.0% | 45 | +986 | 1.6% | Q3 2026 | Oct 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 59,170 | 1,292 | 0.81% | 0.85% | 46 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 56,610 | 1,287 | 0.4% | 0.4% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 51,734 | 1,176 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 51,440 | 1,170 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 51,640 | 1,127 | 0.0% | 0.0% | 50 | +3,576 | 7.44% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 47,768 | 1,086 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 47,381 | 1,077 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oder Investment Management, LLC | History | No change | 47,179 | 1,073 | 0.72% | 0.72% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 48,800 | 1,065 | 0.16% | 0.17% | 54 | +24,400 | 100.0% | Q3 2026 | Oct 15, 2026 |
| Gridiron Partners, LLC | History | No change | 45,646 | 996 | 0.5% | 0.54% | 55 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HRT FINANCIAL LP | History | No change | 43,721 | 994 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 38,090 | 866 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 36,533 | 831 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 35,985 | 785 | 0.01% | 0.01% | 59 | -13,988 | -27.99% | Q3 2026 | Oct 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 32,304 | 734 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 31,643 | 721 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 30,808 | 700 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | No change | 30,560 | 695 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 30,682 | 670 | 0.01% | 0.01% | 64 | -1,525 | -4.73% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 30,667 | 669 | 0.05% | 0.06% | 65 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 30,501 | 666 | 0.03% | 0.04% | 66 | -2,786 | -8.37% | Q3 2026 | Oct 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 29,067 | 661 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 28,405 | 646 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cerity Partners LLC | History | No change | 28,273 | 643 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,031 | 590 | 0.0% | 0.0% | 70 | +100 | 0.37% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 25,302 | 576 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Added to | 25,705 | 561 | 0.44% | 0.43% | 72 | +1 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,434 | 555 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 23,633 | 537 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23,246 | 528 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 23,163 | 526 | 0.37% | 0.37% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 23,472 | 512 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 22,300 | 507 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,056 | 501 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 22,775 | 497 | 0.52% | 0.52% | 80 | -872 | -3.69% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,097 | 479 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnus Financial Group LLC | History | Added to | 21,504 | 469 | 0.03% | 0.03% | 82 | +40 | 0.19% | Q3 2026 | Oct 21, 2026 |
| M&T BANK CORP | History | No change | 20,047 | 456 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,570 | 449 | 0.0% | 0.0% | 84 | +4,270 | 26.2% | Q3 2026 | Oct 16, 2026 |
| Integrity Wealth Partners, LLC | History | New | 20,400 | 445 | 0.34% | — | 86 | +20,400 | New | Q3 2026 | Oct 13, 2026 |
| Advisory Services Network, LLC | History | No change | 19,599 | 445 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Successful Portfolios LLC | History | No change | 20,032 | 436 | 0.2% | 0.21% | 87 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,784 | 427 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,825 | 382 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,269 | 355 | 0.01% | 0.01% | 90 | +427 | 2.7% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,527 | 353 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,529 | 353 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 15,404 | 350 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 16,000 | 349 | 0.04% | 0.06% | 94 | -7,313 | -31.37% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 15,156 | 344 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 14,550 | 317 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Covenant Asset Management, LLC | History | No change | 14,090 | 307 | 0.04% | 0.05% | 97 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 13,433 | 293 | 0.21% | 0.22% | 98 | -569 | -4.06% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,328 | 291 | 0.0% | 0.0% | 99 | +1,025 | 8.33% | Q3 2026 | Oct 30, 2026 |
| Apollon Wealth Management, LLC | History | New | 13,165 | 287 | 0.0% | — | 100 | +13,165 | New | Q3 2026 | Oct 23, 2026 |
| Edge Wealth Management LLC | History | No change | 13,000 | 284 | 0.04% | 0.05% | 101 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 12,320 | 280 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 12,320 | 280 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everest Financial Group LLC | History | No change | 12,275 | 279 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,051 | 274 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 12,000 | 273 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 11,650 | 265 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 11,462 | 260 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,250 | 246 | 0.0% | 0.0% | 109 | +1,434 | 14.61% | Q3 2026 | Nov 02, 2026 |
| Tamar Securities, LLC | History | Added to | 10,752 | 234 | 0.02% | 0.02% | 110 | +2 | 0.02% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 10,005 | 228 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 10,150 | 221 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 9,200 | 209 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashurst Perkins Coie Trust Co | History | No change | 7,091 | 154 | 0.02% | 0.03% | 114 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 6,450 | 146 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 6,476 | 141 | 0.01% | 0.02% | 116 | -3,750 | -36.67% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 5,966 | 135 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 5,000 | 113 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,214 | 95 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,115 | 93 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key FInancial Inc | History | No change | 3,878 | 84 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,000 | 65 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,953 | 64 | 0.03% | 0.04% | 123 | -700 | -19.16% | Q3 2026 | Oct 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,400 | 54 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,500 | 54 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,000 | 43 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,834 | 40 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Clark Wealth Partners | History | No change | 1,330 | 29 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Basepoint Wealth LLC | History | No change | 1,272 | 28 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 1,100 | 25 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MADDEN SECURITIES Corp | History | New | 1,000 | 21 | 0.01% | — | 132 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 755 | 17 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 740 | 16 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 11 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | No change | 500 | 10 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| IFG Advisory, LLC | History | No change | 385 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | History | No change | 284 | 6 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 156 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -119,526 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ackerman Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,691 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -9,128 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |