BlackRock Enhanced Large Cap Core Fund, Inc. - CII
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,122,851 | 29,362 | 0.01% | 0.01% | 1 | +16,561 | 1.5% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 783,330 | 20,484 | 0.0% | 0.0% | 2 | +7,188 | 0.93% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 766,484 | 20,043 | 0.0% | 0.0% | 3 | +38,758 | 5.33% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 575,046 | 15,037 | 0.0% | 0.0% | 4 | +743 | 0.13% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 566,894 | 14,825 | 0.02% | 0.02% | 5 | +50,685 | 9.82% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 482,590 | 12,619 | 0.0% | 0.0% | 6 | -10,359 | -2.1% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 481,270 | 12,585 | 0.0% | 0.0% | 7 | +22,105 | 4.81% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 467,325 | 12,220 | 0.08% | 0.06% | 8 | +90,482 | 24.01% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 449,226 | 11,747 | 0.18% | 0.16% | 9 | -18,195 | -3.89% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 406,304 | 10,624 | 0.0% | 0.0% | 10 | +20,871 | 5.41% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 359,249 | 9,394 | 0.0% | 0.0% | 11 | +3,646 | 1.03% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 261,662 | 6,842 | 0.08% | 0.08% | 12 | -5,954 | -2.22% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 244,423 | 6,392 | 0.0% | 0.0% | 13 | -12,827 | -4.99% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 204,940 | 5,359 | 0.29% | 0.27% | 14 | -5,596 | -2.66% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 139,858 | 3,657 | 0.02% | 0.01% | 15 | +2,631 | 1.92% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 132,384 | 3,461 | 0.0% | 0.0% | 16 | +5,181 | 4.07% | Q2 2026 | Jul 28, 2026 |
| GraniteShares Advisors LLC | History | Added to | 120,550 | 3,152 | 2.03% | 1.59% | 17 | +15,775 | 15.06% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 91,093 | 2,382 | 0.01% | 0.01% | 18 | +11,398 | 14.3% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 87,817 | 2,296 | 0.14% | 0.15% | 19 | -12,989 | -12.89% | Q2 2026 | Jul 23, 2026 |
| COHEN & STEERS, INC. | History | No change | 85,487 | 2,235 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 82,900 | 2,167 | 0.0% | 0.0% | 21 | -1,730 | -2.04% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 74,318 | 1,943 | 0.01% | — | 22 | +74,318 | New | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 64,990 | 1,699 | 0.03% | — | 23 | +64,990 | New | Q2 2026 | Aug 06, 2026 |
| one8zero8, LLC | History | No change | 63,853 | 1,669 | 0.33% | 0.3% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TPG Advisors LLC | History | Reduced | 60,956 | 1,594 | 0.87% | 0.81% | 25 | -1,045 | -1.69% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 60,289 | 1,576 | 0.0% | 0.0% | 26 | +2,513 | 4.35% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 74,318 | 1,562 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 53,118 | 1,389 | 0.0% | 0.0% | 28 | -1,097 | -2.02% | Q2 2026 | Aug 11, 2026 |
| PMG Family Office LLC | History | Added to | 52,795 | 1,380 | 1.27% | 1.22% | 29 | +888 | 1.71% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 51,999 | 1,359 | 0.0% | 0.0% | 30 | -913 | -1.73% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 46,498 | 1,215 | 0.01% | 0.01% | 31 | -14,710 | -24.03% | Q2 2026 | Jul 27, 2026 |
| Next Level Private LLC | History | Added to | 46,181 | 1,207 | 0.24% | 0.22% | 32 | +440 | 0.96% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,594 | 1,192 | 0.0% | 0.0% | 33 | +5,942 | 14.99% | Q2 2026 | Jul 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 45,312 | 1,184 | 0.54% | 0.39% | 34 | +10,203 | 29.06% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 43,708 | 1,142 | 0.02% | — | 35 | +43,708 | New | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 36,893 | 964 | 0.03% | 0.02% | 36 | -1,483 | -3.86% | Q2 2026 | Aug 04, 2026 |
| CFO4Life Group, LLC | History | Added to | 35,525 | 928 | 0.12% | 0.11% | 37 | +204 | 0.58% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 32,935 | 861 | 0.04% | 0.04% | 38 | +578 | 1.79% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,664 | 854 | 0.0% | 0.0% | 39 | -5,644 | -14.73% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 29,723 | 777 | 0.0% | 0.0% | 40 | -118,812 | -79.99% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 36,428 | 765 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 27,117 | 709 | 0.0% | 0.0% | 42 | +8,748 | 47.62% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 25,000 | 653 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 24,631 | 644 | 0.01% | 0.01% | 44 | -1,224 | -4.73% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 24,558 | 642 | 0.09% | — | 45 | +24,558 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 24,377 | 637 | 0.0% | 0.0% | 46 | +1,049 | 4.5% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 24,115 | 630 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 24,022 | 628 | 0.1% | 0.09% | 48 | +79 | 0.33% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 23,449 | 613 | 0.0% | 0.0% | 49 | -242 | -1.02% | Q2 2026 | Jul 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 22,494 | 588 | 0.08% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 21,542 | 563 | 0.0% | 0.0% | 51 | -1,685 | -7.25% | Q2 2026 | Sep 08, 2026 |
| Arkadios Wealth Advisors | History | New | 20,605 | 538 | 0.01% | — | 52 | +20,605 | New | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | New | 20,542 | 537 | 0.01% | — | 54 | +20,542 | New | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 20,559 | 537 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,382 | 532 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 18,848 | 492 | 0.19% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cypress Capital Group | History | Reduced | 17,952 | 469 | 0.04% | 0.04% | 57 | -12 | -0.07% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 17,788 | 465 | 0.0% | 0.0% | 58 | +2,325 | 15.04% | Q2 2026 | Aug 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 17,711 | 463 | 0.21% | 0.17% | 59 | +1,688 | 10.53% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | New | 17,486 | 457 | 0.0% | — | 60 | +17,486 | New | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,292 | 452 | 0.01% | 0.01% | 61 | -4,289 | -19.87% | Q2 2026 | Jul 28, 2026 |
| David J Yvars Group | History | Added to | 17,274 | 451 | 0.21% | 0.2% | 62 | +158 | 0.92% | Q2 2026 | Jul 07, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 17,255 | 451 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,787 | 438 | 0.0% | 0.0% | 64 | -3,131 | -15.72% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,634 | 434 | 0.0% | 0.0% | 65 | -3,635 | -17.93% | Q2 2026 | Jul 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 16,933 | 431 | 0.02% | 0.04% | 66 | -14,592 | -46.29% | Q2 2026 | Jul 14, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 16,132 | 421 | 0.08% | 0.08% | 67 | -1,416 | -8.07% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,301 | 400 | 0.01% | 0.01% | 68 | +508 | 3.43% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,046 | 393 | 0.0% | — | 69 | +15,046 | New | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 14,760 | 385 | 0.12% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 13,847 | 362 | 0.1% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AGP FRANKLIN, LLC | History | No change | 12,618 | 329 | 0.14% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 12,770 | 322 | 0.01% | 0.01% | 73 | -1,890 | -12.89% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Reduced | 15,341 | 322 | 0.01% | 0.01% | 74 | -821 | -5.08% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,199 | 319 | 0.0% | — | 75 | +12,199 | New | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 11,889 | 310 | 0.03% | 0.03% | 76 | -80 | -0.67% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,827 | 309 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 11,303 | 295 | 0.2% | 0.17% | 78 | +221 | 1.99% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,139 | 291 | 0.0% | — | 79 | +11,139 | New | Q2 2026 | Aug 05, 2026 |
| LVZ, Inc. | History | Reduced | 10,376 | 271 | 0.03% | 0.03% | 80 | -3,674 | -26.15% | Q2 2026 | Jul 09, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 10,000 | 261 | 0.18% | 0.19% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,416 | 246 | 0.0% | 0.0% | 82 | -584 | -5.84% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 8,817 | 230 | 0.01% | — | 83 | +8,817 | New | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | New | 8,799 | 230 | 0.0% | — | 84 | +8,799 | New | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 8,674 | 226 | 0.0% | — | 85 | +8,674 | New | Q2 2026 | Jul 28, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 8,301 | 217 | 0.0% | — | 86 | +8,301 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | New | 8,172 | 213 | 0.0% | — | 87 | +8,172 | New | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,900 | 206 | 0.0% | — | 88 | +7,900 | New | Q2 2026 | Aug 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 7,979 | 204 | 0.05% | — | 89 | +7,979 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,799 | 203 | 0.0% | 0.0% | 90 | +1 | 0.01% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 7,471 | 195 | 0.01% | 0.01% | 91 | +15 | 0.2% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,618 | 173 | 0.01% | 0.01% | 92 | +13 | 0.2% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 5,249 | 137 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 4,896 | 128 | 0.01% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,757 | 124 | 0.0% | 0.0% | 95 | +1,516 | 46.78% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,594 | 116 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,333 | 113 | 0.01% | — | 97 | +4,333 | New | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,558 | 93 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,213 | 84 | 0.01% | — | 99 | +3,213 | New | Q2 2026 | Aug 13, 2026 |
| DT Investment Partners, LLC | History | No change | 3,082 | 80 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 3,022 | 79 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Axiom Investment Management LLC | History | Reduced | 2,904 | 75 | 0.05% | 0.05% | 102 | -94 | -3.14% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,629 | 68 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,976 | 51 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 1,932 | 50 | 0.01% | — | 105 | +1,932 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,855 | 48 | 0.0% | 0.0% | 107 | +261 | 16.37% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,851 | 48 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 1,729 | 45 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF VERMONT | History | New | 1,159 | 30 | 0.0% | — | 110 | +1,159 | New | Q2 2026 | Aug 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,154 | 30 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,109 | 29 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,093 | 28 | 0.01% | — | 112 | +1,093 | New | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 850 | 22 | 0.0% | — | 113 | +850 | New | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | New | 787 | 20 | 0.0% | — | 114 | +787 | New | Q2 2026 | Aug 14, 2026 |
| Eukles Asset Management | History | No change | 630 | 16 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 586 | 15 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truvestments Capital LLC | History | No change | 553 | 14 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 375 | 9 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 262 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 115 | 3 | 0.0% | — | 122 | +115 | New | Q2 2026 | Jul 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 137 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 131 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 60 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,154 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,965 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,564 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,494 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,435 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |