BlackRock ETF Trust - DYNF
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 108,956,627 | 6,339,096 | 1.7% | 2.0% | 1 | -1,648,984 | -1.49% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 43,801,022 | 2,548,343 | 0.68% | 0.75% | 2 | -1,330,497 | -2.95% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 29,219,898 | 1,700,013 | 11.45% | 9.59% | 3 | +6,582,878 | 29.08% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 24,635,093 | 1,433,269 | 0.03% | 0.02% | 4 | +2,170,763 | 9.66% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,095,100 | 1,303,256 | 0.08% | 0.09% | 5 | -1,397,675 | -5.71% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 17,362,697 | 1,010,161 | 0.06% | 0.06% | 6 | +787,487 | 4.75% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 16,024,095 | 933,004 | 0.22% | 0.21% | 7 | +687,987 | 4.49% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,249,358 | 770,847 | 0.47% | 0.43% | 8 | +2,054,858 | 18.36% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,683,296 | 679,734 | 0.05% | 0.05% | 9 | -132,872 | -1.12% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 11,061,727 | 643,571 | 5.61% | 5.69% | 10 | +1,532,184 | 16.08% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 7,830,130 | 455,556 | 1.2% | 1.32% | 11 | -184,536 | -2.3% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,465,321 | 434,332 | 3.39% | — | 12 | +7,465,321 | New | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,448,937 | 433,379 | 0.46% | 0.52% | 13 | -363,372 | -4.65% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,237,106 | 421,054 | 1.17% | 1.28% | 14 | -1,406,651 | -16.27% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,114,647 | 413,930 | 0.13% | 0.11% | 15 | +1,472,680 | 26.1% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,570,020 | 382,243 | 2.12% | 1.76% | 16 | -1,691,239 | -20.47% | Q1 2026 | Apr 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,268,470 | 364,699 | 6.65% | 6.39% | 17 | -201,623 | -3.12% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,682,652 | 272,436 | 0.38% | 0.34% | 18 | +428,831 | 10.08% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,456,727 | 259,292 | 0.05% | 0.05% | 19 | +333,215 | 8.08% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,219,236 | 245,475 | 0.61% | 0.67% | 20 | -568,424 | -11.87% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,785,256 | 220,226 | 2.15% | 2.56% | 21 | -515,031 | -11.98% | Q1 2026 | May 08, 2026 |
| SOFI WEALTH, LLC | History | Added to | 3,612,761 | 210,190 | 10.13% | 10.28% | 22 | +222,910 | 6.58% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,576,855 | 208,101 | 0.04% | 0.04% | 23 | -447,964 | -11.13% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,444,392 | 200,443 | 0.29% | 0.31% | 24 | -16,671 | -0.48% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,352,902 | 195,071 | 1.45% | 1.43% | 25 | +430,815 | 14.74% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 3,322,878 | 193,325 | 2.77% | 3.33% | 26 | +11,857 | 0.36% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,065,821 | 178,370 | 0.03% | 0.03% | 27 | +197,357 | 6.88% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,693,034 | 156,680 | 1.94% | 2.58% | 28 | -540,317 | -16.71% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Reduced | 2,491,984 | 144,983 | 5.86% | 7.16% | 29 | -391,910 | -13.59% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,461,951 | 143,237 | 0.13% | 0.14% | 30 | -77,435 | -3.05% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,460,922 | 143,176 | 0.77% | 0.99% | 31 | -533,527 | -17.82% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,189,312 | 133,129 | 0.86% | 0.82% | 32 | +212,912 | 10.77% | Q1 2026 | May 15, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 2,268,468 | 131,979 | 15.46% | 15.63% | 33 | +72,671 | 3.31% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,132,789 | 124,085 | 2.23% | 2.26% | 34 | +104,464 | 5.15% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 2,097,178 | 122,013 | 0.02% | 0.02% | 35 | +538,405 | 34.54% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,112,526 | 120,054 | 0.06% | 0.04% | 36 | +908,821 | 75.5% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,908,710 | 111,048 | 1.26% | 0.78% | 37 | +780,958 | 69.25% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,847,176 | 106,948 | 0.2% | 0.39% | 38 | -1,783,352 | -49.12% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,765,206 | 102,699 | 0.82% | 1.23% | 39 | +65,405 | 3.85% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,752,856 | 101,993 | 0.63% | 0.77% | 40 | -358,164 | -16.97% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,702,479 | 99,050 | 0.2% | 0.21% | 41 | +10,215 | 0.6% | Q1 2026 | May 06, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 1,499,775 | 87,256 | 3.86% | 5.05% | 42 | -484,667 | -24.42% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,326,415 | 77,171 | 0.11% | 0.01% | 43 | +1,199,826 | 947.81% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,324,046 | 77,033 | 0.2% | 0.22% | 44 | -60,225 | -4.35% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,314,475 | 76,476 | 0.41% | 0.49% | 45 | -97,384 | -6.9% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 1,243,266 | 75,603 | 5.62% | 5.62% | 46 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,249,748 | 72,710 | 0.34% | 0.32% | 47 | +119,632 | 10.59% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 1,247,034 | 72,552 | 2.05% | 0.94% | 48 | +718,386 | 135.89% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 1,166,954 | 67,893 | 7.54% | 7.88% | 49 | -7,395 | -0.63% | Q1 2026 | May 07, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,086,023 | 63,184 | 2.53% | 2.57% | 50 | +31,442 | 2.98% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,343,664 | 63,102 | 2.92% | 1.05% | 51 | -1,398,600 | -29.49% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 992,611 | 62,981 | 4.09% | 4.24% | 52 | -54,176 | -5.18% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,081,544 | 62,924 | 0.08% | 0.1% | 53 | -130,126 | -10.74% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 1,069,538 | 62,225 | 2.15% | 2.69% | 54 | -223,692 | -17.3% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 1,051,939 | 61,201 | 0.68% | 0.82% | 55 | -130,288 | -11.02% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,036,543 | 60,313 | 0.18% | 0.1% | 56 | +395,102 | 61.6% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,020,235 | 59,357 | 1.38% | 1.66% | 57 | -104,918 | -9.32% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,009,789 | 58,749 | 3.34% | 3.54% | 58 | +37,283 | 3.83% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 990,537 | 57,629 | 1.34% | 1.07% | 59 | +265,400 | 36.6% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Added to | 989,010 | 57,540 | 0.99% | 0.89% | 60 | +136,769 | 16.05% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 877,898 | 51,076 | 1.03% | 1.03% | 61 | +50,842 | 6.15% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 868,008 | 50,500 | 0.19% | 0.11% | 62 | +423,683 | 95.35% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 837,820 | 48,744 | 0.05% | 0.05% | 63 | +79,194 | 10.44% | Q1 2026 | May 05, 2026 |
| High Probability Advisors, LLC | History | Added to | 831,989 | 48,405 | 6.19% | 3.55% | 64 | +393,741 | 89.84% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 831,001 | 48,347 | 4.59% | 4.48% | 65 | +35,345 | 4.44% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | Reduced | 794,404 | 48,307 | 4.78% | 4.64% | 66 | -10,969 | -1.36% | Q1 2026 | Apr 08, 2026 |
| TSFG, LLC | History | Reduced | 824,991 | 47,998 | 7.28% | 7.5% | 67 | -639 | -0.08% | Q1 2026 | Apr 27, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 804,300 | 46,794 | 8.2% | — | 68 | +804,300 | New | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 788,500 | 45,874 | 6.06% | 4.79% | 69 | +180,561 | 29.7% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 785,796 | 45,717 | 0.23% | 0.24% | 70 | +55,803 | 7.64% | Q1 2026 | May 08, 2026 |
| MA Private Wealth | History | Reduced | 782,460 | 45,523 | 7.7% | 7.95% | 71 | -1,089 | -0.14% | Q1 2026 | May 07, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 749,767 | 43,621 | 5.88% | 6.94% | 72 | -148,216 | -16.51% | Q1 2026 | Apr 08, 2026 |
| Presidio Capital Management, LLC | History | Added to | 734,586 | 42,738 | 12.41% | 13.06% | 73 | +19,946 | 2.79% | Q1 2026 | Apr 08, 2026 |
| CFO4Life Group, LLC | History | Added to | 729,026 | 42,414 | 6.47% | 6.3% | 74 | +2,193 | 0.3% | Q1 2026 | May 11, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 631,415 | 40,397 | 5.54% | 6.65% | 75 | -93,004 | -12.84% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 665,288 | 38,706 | 4.24% | 7.63% | 76 | -77,896 | -10.48% | Q1 2026 | May 07, 2026 |
| West Wealth Group, LLC | History | Reduced | 649,206 | 37,770 | 7.46% | 8.54% | 77 | -27,966 | -4.13% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 589,815 | 37,571 | 2.59% | 3.08% | 78 | -103,813 | -14.97% | Q1 2026 | Apr 29, 2026 |
| MCMORGAN & CO LLC | History | Added to | 631,874 | 36,762 | 5.95% | 6.33% | 79 | +3,813 | 0.61% | Q1 2026 | May 05, 2026 |
| EQ LLC | History | Added to | 627,626 | 36,515 | 10.29% | 10.02% | 80 | +55,990 | 9.79% | Q1 2026 | May 06, 2026 |
| Embree Financial Group | History | Added to | 627,233 | 36,492 | 4.3% | 3.87% | 81 | +107,674 | 20.72% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 620,709 | 36,454 | 0.34% | 0.47% | 82 | -97,417 | -13.57% | Q1 2026 | Apr 07, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 625,468 | 36,389 | 6.34% | 6.5% | 83 | -121,884 | -16.31% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 622,795 | 36,234 | 3.76% | 3.08% | 84 | +136,689 | 28.12% | Q1 2026 | Apr 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 609,740 | 35,474 | 5.66% | 6.56% | 85 | +18,655 | 3.16% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 599,362 | 34,870 | 1.32% | 1.02% | 86 | +141,202 | 30.82% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 597,256 | 34,748 | 2.75% | 3.23% | 87 | +37,915 | 6.78% | Q1 2026 | Apr 16, 2026 |
| High Falls Advisors, Inc | History | No change | 567,822 | 34,529 | 6.99% | 6.99% | 88 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SPINNAKER TRUST | History | Added to | 592,610 | 34,478 | 1.91% | 1.88% | 89 | +14,320 | 2.48% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 584,007 | 33,977 | 0.38% | 0.06% | 90 | +511,209 | 702.23% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 581,779 | 33,894 | 0.17% | 0.18% | 91 | +12,034 | 2.11% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 582,470 | 33,888 | 0.04% | 0.05% | 92 | -150,117 | -20.49% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 577,845 | 33,619 | 0.61% | 0.72% | 93 | -81,003 | -12.29% | Q1 2026 | Apr 10, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 574,017 | 33,396 | 5.98% | 6.21% | 94 | -84,109 | -12.78% | Q1 2026 | Apr 22, 2026 |
| Security Financial Services, INC. | History | No change | 541,587 | 32,933 | 5.17% | 5.17% | 95 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 548,622 | 31,918 | 0.27% | 0.3% | 96 | -113,614 | -17.16% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 548,607 | 31,917 | 3.15% | 3.09% | 97 | +29,763 | 5.74% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Reduced | 547,900 | 31,876 | 0.19% | 0.29% | 98 | -58,400 | -9.63% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Reduced | 542,488 | 31,562 | 2.16% | 2.48% | 99 | -7,914 | -1.44% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 532,076 | 30,957 | 0.81% | 1.11% | 100 | -109,005 | -17.0% | Q1 2026 | May 14, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 528,266 | 30,734 | 18.91% | 17.61% | 101 | -9,939 | -1.85% | Q1 2026 | Apr 15, 2026 |
| Macro Advisors, Inc. | History | New | 525,556 | 30,576 | 12.62% | — | 102 | +525,556 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 522,600 | 30,404 | 0.02% | 0.09% | 103 | -574,200 | -52.35% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | Added to | 520,461 | 30,280 | 14.31% | 14.47% | 104 | +33,400 | 6.86% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 520,241 | 30,267 | 0.05% | 0.04% | 105 | +123,480 | 31.12% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 503,502 | 29,293 | 0.89% | 1.33% | 106 | -166,917 | -24.9% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 476,752 | 28,991 | 0.57% | 0.57% | 107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 496,452 | 28,888 | 3.61% | 3.76% | 108 | +17,658 | 3.69% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 486,778 | 28,320 | 0.31% | 0.24% | 109 | +142,424 | 41.36% | Q1 2026 | Apr 20, 2026 |
| BARINGS LLC | History | Added to | 482,660 | 28,081 | 0.45% | 0.52% | 110 | +16,369 | 3.51% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 460,532 | 28,004 | 0.5% | 0.5% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 474,784 | 27,622 | 3.08% | 3.15% | 112 | +22,623 | 5.0% | Q1 2026 | Apr 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 470,452 | 27,370 | 3.78% | 3.53% | 113 | +54,607 | 13.13% | Q1 2026 | Apr 21, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 462,709 | 26,920 | 3.35% | 3.94% | 114 | -67,871 | -12.79% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 450,242 | 26,195 | 1.48% | 1.44% | 115 | +251,111 | 126.1% | Q1 2026 | Apr 22, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 446,041 | 25,950 | 3.08% | 2.44% | 116 | +105,083 | 30.82% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 435,609 | 25,343 | 3.53% | 4.41% | 117 | -85,143 | -16.35% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 434,347 | 25,270 | 0.14% | 0.13% | 118 | +50,817 | 13.25% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 432,753 | 25,177 | 5.36% | 5.53% | 119 | -2,038 | -0.47% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 431,747 | 25,119 | 0.4% | 0.59% | 120 | -141,311 | -24.66% | Q1 2026 | May 15, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 431,324 | 25,094 | 3.63% | 3.71% | 121 | -25,286 | -5.54% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 430,151 | 25,026 | 4.27% | 4.77% | 122 | -24,530 | -5.39% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 427,852 | 24,892 | 0.37% | 0.38% | 123 | +19,072 | 4.67% | Q1 2026 | May 13, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 426,761 | 24,828 | 8.52% | 0.08% | 124 | +422,560 | 10058.56% | Q1 2026 | Apr 24, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 425,700 | 24,767 | 8.91% | 9.23% | 125 | +6,438 | 1.54% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Added to | 388,617 | 24,754 | 3.07% | 2.12% | 126 | +118,821 | 44.04% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 422,913 | 24,605 | 0.01% | 0.04% | 127 | +202,913 | 92.23% | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 422,822 | 24,599 | 5.62% | 7.08% | 128 | -54,969 | -11.5% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 422,123 | 24,559 | 0.3% | 0.32% | 129 | +3,046 | 0.73% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 420,670 | 24,474 | 0.88% | 0.94% | 130 | +1,495 | 0.36% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | New | 412,517 | 24,000 | 5.44% | — | 131 | +412,517 | New | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 412,102 | 23,976 | 0.6% | 0.68% | 132 | -13,866 | -3.26% | Q1 2026 | Apr 07, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 409,616 | 23,831 | 3.36% | 3.52% | 133 | -9,236 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 409,211 | 23,807 | 4.98% | 1.33% | 134 | +311,467 | 318.66% | Q1 2026 | May 05, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 408,912 | 23,790 | 5.21% | 6.37% | 135 | -81,308 | -16.59% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | New | 405,830 | 23,611 | 0.32% | — | 136 | +405,830 | New | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 401,251 | 23,344 | 0.04% | 0.02% | 137 | +212,162 | 112.2% | Q1 2026 | May 15, 2026 |
| Wealth Group Ltd | History | Added to | 398,296 | 23,172 | 5.28% | 5.07% | 138 | +25,563 | 6.86% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 360,287 | 22,860 | 0.41% | 0.79% | 139 | +84,992 | 30.87% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 389,812 | 22,679 | 1.31% | 0.27% | 140 | +309,597 | 385.96% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 389,605 | 22,667 | 1.32% | 1.62% | 141 | -63,041 | -13.93% | Q1 2026 | Apr 29, 2026 |
| Trek Financial, LLC | History | Reduced | 388,473 | 22,601 | 1.2% | 1.49% | 142 | -35,970 | -8.47% | Q1 2026 | May 13, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 386,806 | 22,504 | 7.62% | 7.64% | 143 | +6,663 | 1.75% | Q1 2026 | Apr 24, 2026 |
| Mason & Associates, LLC | History | Added to | 386,256 | 22,472 | 5.15% | 5.32% | 144 | +1,796 | 0.47% | Q1 2026 | Apr 21, 2026 |
| Tull Financial Group, Inc. | History | Added to | 384,045 | 22,343 | 9.97% | 5.75% | 145 | +163,296 | 73.97% | Q1 2026 | May 07, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 380,971 | 22,164 | 4.3% | 2.85% | 146 | +179,235 | 88.85% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | Reduced | 379,047 | 22,052 | 6.47% | 7.65% | 147 | -37,689 | -9.04% | Q1 2026 | May 06, 2026 |
| Stokes Family Office, LLC | History | Reduced | 378,288 | 22,008 | 2.27% | 2.6% | 148 | -89,028 | -19.05% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 375,464 | 21,844 | 3.05% | 2.97% | 149 | +8,120 | 2.21% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 369,576 | 21,501 | 2.14% | 2.61% | 150 | -61,249 | -14.22% | Q1 2026 | Apr 30, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 331,877 | 21,303 | 8.9% | 8.77% | 151 | +23,303 | 7.55% | Q1 2026 | May 04, 2026 |
| Kelly Financial Services LLC | History | Reduced | 361,413 | 20,956 | 5.06% | 8.29% | 152 | -182,255 | -33.52% | Q1 2026 | Apr 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 356,186 | 20,722 | 4.16% | 4.42% | 153 | +37,423 | 11.74% | Q1 2026 | Apr 23, 2026 |
| Global Wealth Strategies & Associates | History | New | 355,591 | 20,688 | 5.08% | — | 154 | +355,591 | New | Q1 2026 | Apr 03, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 348,235 | 20,260 | 1.44% | 1.4% | 155 | +26,674 | 8.3% | Q1 2026 | May 15, 2026 |
| Elevated Financial Group LLC | History | Added to | 342,274 | 19,913 | 6.47% | 6.08% | 156 | +53,179 | 18.39% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 337,247 | 19,621 | 0.22% | 0.27% | 157 | -44,132 | -11.57% | Q1 2026 | Apr 16, 2026 |
| Rothschild Wealth LLC | History | Added to | 335,528 | 19,521 | 1.76% | 1.8% | 158 | +28,294 | 9.21% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Added to | 333,533 | 19,404 | 8.36% | 8.95% | 159 | +9 | 0.0% | Q1 2026 | May 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 333,094 | 19,379 | 4.25% | 3.94% | 160 | +39,124 | 13.31% | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 331,603 | 19,292 | 9.02% | 12.39% | 161 | -93,831 | -22.06% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 330,628 | 19,235 | 5.99% | 5.9% | 162 | +15,795 | 5.02% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 299,798 | 19,172 | 1.5% | 1.65% | 163 | -17,339 | -5.47% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 327,938 | 19,079 | 0.26% | 0.3% | 164 | -18,193 | -5.26% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 327,584 | 19,059 | 1.52% | 1.84% | 165 | -55,940 | -14.59% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 324,046 | 19,050 | 0.04% | 0.0% | 166 | +270,060 | 500.24% | Q1 2026 | Apr 08, 2026 |
| Weil Company, Inc. | History | Added to | 325,633 | 18,945 | 4.25% | 3.91% | 167 | +46,353 | 16.6% | Q1 2026 | Apr 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 322,178 | 18,744 | 2.53% | 2.59% | 168 | +7,497 | 2.38% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Added to | 321,699 | 18,716 | 0.4% | 0.36% | 169 | +36,227 | 12.69% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 316,925 | 18,612 | 0.32% | 0.25% | 170 | +93,110 | 41.6% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 315,300 | 18,344 | 0.71% | 0.76% | 171 | +202,985 | 180.73% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 314,927 | 18,322 | 0.43% | 0.44% | 172 | +19,272 | 6.52% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 314,721 | 18,310 | 2.77% | 2.76% | 173 | +14,586 | 4.86% | Q1 2026 | Apr 15, 2026 |
| Able Wealth Management LLC | History | Added to | 314,343 | 18,288 | 4.89% | 4.34% | 174 | +88,820 | 39.38% | Q1 2026 | Apr 24, 2026 |
| Storen Legacy Partners, LLC | History | New | 309,676 | 18,016 | 5.65% | — | 175 | +309,676 | New | Q1 2026 | Apr 22, 2026 |
| JT Stratford LLC | History | Added to | 306,893 | 17,855 | 2.27% | 2.23% | 176 | +21,794 | 7.64% | Q1 2026 | May 15, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 300,825 | 17,501 | 5.39% | 7.43% | 177 | -104,178 | -25.72% | Q1 2026 | Apr 13, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 300,744 | 17,497 | 12.22% | 9.61% | 178 | +69,730 | 30.18% | Q1 2026 | Apr 24, 2026 |
| SWMG, LLC | History | Reduced | 299,752 | 17,439 | 4.98% | 5.95% | 179 | -48,109 | -13.83% | Q1 2026 | Apr 24, 2026 |
| Legacy Financial Group LLC | History | Reduced | 296,212 | 17,233 | 2.17% | 2.62% | 180 | -52,150 | -14.97% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 291,105 | 16,936 | 0.02% | 0.01% | 181 | +84,059 | 40.6% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 290,968 | 16,928 | 5.47% | 6.64% | 182 | -38,603 | -11.71% | Q1 2026 | May 01, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 290,647 | 16,909 | 1.26% | 1.29% | 183 | +2,045 | 0.71% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 289,985 | 16,871 | 0.36% | 0.39% | 184 | -8,101 | -2.72% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 288,373 | 16,777 | 0.27% | 0.3% | 185 | +1,595 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 285,180 | 16,591 | 0.96% | 1.19% | 186 | -41,611 | -12.73% | Q1 2026 | May 14, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 272,265 | 15,840 | 7.49% | 5.25% | 187 | +93,856 | 52.61% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 271,634 | 15,803 | 0.42% | 0.42% | 188 | +2,379 | 0.88% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Added to | 271,113 | 15,773 | 6.24% | 5.38% | 189 | +50,792 | 23.05% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 269,819 | 15,698 | 0.18% | 0.22% | 190 | -55,961 | -17.18% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 267,127 | 15,541 | 0.29% | 0.28% | 191 | +18,616 | 7.49% | Q1 2026 | Apr 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 262,296 | 15,260 | 3.54% | 4.86% | 192 | -126,564 | -32.55% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 257,838 | 15,001 | 0.11% | 0.12% | 193 | +24,170 | 10.34% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 253,479 | 14,747 | 5.3% | 7.08% | 194 | -70,622 | -21.79% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 219,935 | 14,515 | 0.39% | 0.56% | 195 | +2,956 | 1.36% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 247,197 | 14,381 | 0.32% | 0.36% | 196 | -19,211 | -7.21% | Q1 2026 | May 15, 2026 |
| Fortitude Financial, LLC | History | Added to | 244,009 | 14,196 | 7.51% | 12.0% | 197 | +11,440 | 4.92% | Q1 2026 | Apr 23, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 242,424 | 14,104 | 10.9% | 11.44% | 198 | -7,973 | -3.18% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 242,211 | 14,091 | 2.7% | 2.76% | 199 | +4,418 | 1.86% | Q1 2026 | May 01, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 240,463 | 13,990 | 0.07% | 0.06% | 200 | +25,848 | 12.04% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 240,341 | 13,983 | 4.68% | 4.78% | 201 | +3,950 | 1.67% | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 239,427 | 13,929 | 1.34% | 0.11% | 202 | +220,818 | 1186.62% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 238,054 | 13,849 | 1.67% | 2.47% | 203 | -60,352 | -20.22% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 231,219 | 13,452 | 1.21% | 1.12% | 204 | +72,154 | 45.36% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 230,792 | 13,427 | 0.22% | 0.27% | 205 | -44,679 | -16.22% | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 230,179 | 13,391 | 3.47% | 4.31% | 206 | -41,169 | -15.17% | Q1 2026 | Apr 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 229,364 | 13,344 | 1.49% | 1.82% | 207 | -41,554 | -15.34% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Reduced | 224,683 | 13,072 | 1.48% | 1.95% | 208 | -69,989 | -23.75% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 224,069 | 13,036 | 0.51% | 0.48% | 209 | +13,970 | 6.65% | Q1 2026 | May 12, 2026 |
| Joseph Group Capital Management | History | New | 221,641 | 12,895 | 3.22% | — | 210 | +221,641 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 220,877 | 12,851 | 4.2% | 5.08% | 211 | -15,213 | -6.44% | Q1 2026 | May 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 219,906 | 12,794 | 7.27% | 5.08% | 212 | +74,011 | 50.73% | Q1 2026 | May 05, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 217,879 | 12,676 | 3.18% | 3.61% | 213 | -14,876 | -6.39% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 217,518 | 12,655 | 0.21% | 0.11% | 214 | +125,432 | 136.21% | Q1 2026 | May 18, 2026 |
| Vigilare Wealth Management | History | Reduced | 216,534 | 12,597 | 4.26% | 4.65% | 215 | -10,976 | -4.82% | Q1 2026 | Apr 01, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 193,256 | 12,364 | 2.57% | 1.12% | 216 | +106,754 | 123.41% | Q1 2026 | May 04, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 210,116 | 12,224 | 6.06% | 5.82% | 217 | +18,999 | 9.94% | Q1 2026 | Apr 23, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 209,771 | 12,204 | 0.28% | 0.73% | 218 | -334,360 | -61.45% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Added to | 208,394 | 12,124 | 0.41% | 0.37% | 219 | +33,224 | 18.97% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | Added to | 208,310 | 12,119 | 2.79% | 2.23% | 220 | +58,070 | 38.65% | Q1 2026 | May 08, 2026 |
| FCG Investment Co | History | New | 205,840 | 11,975 | 5.25% | — | 221 | +205,840 | New | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 205,094 | 11,933 | 0.33% | 0.34% | 222 | +5,825 | 2.92% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 201,455 | 11,720 | 3.36% | 3.8% | 223 | -16,278 | -7.48% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 200,701 | 11,676 | 3.68% | 3.71% | 224 | +10,152 | 5.33% | Q1 2026 | May 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 198,735 | 11,562 | 1.4% | 1.69% | 225 | -31,640 | -13.73% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Management, LLC | History | Added to | 195,227 | 11,358 | 4.78% | 2.72% | 226 | +112,204 | 135.15% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 194,808 | 11,333 | 0.41% | 0.39% | 227 | +9,604 | 5.19% | Q1 2026 | Apr 14, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 193,915 | 11,281 | 4.67% | 5.83% | 228 | -38,936 | -16.72% | Q1 2026 | Apr 08, 2026 |
| ADE, LLC | History | Added to | 192,830 | 11,218 | 5.38% | 4.75% | 229 | +31,566 | 19.57% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 189,173 | 11,006 | 0.02% | 0.01% | 230 | +89,588 | 89.96% | Q1 2026 | May 13, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Added to | 186,541 | 10,852 | 0.31% | 0.16% | 231 | +84,729 | 83.22% | Q1 2026 | May 14, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 184,735 | 10,747 | 10.64% | 10.83% | 232 | +1,864 | 1.02% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 184,327 | 10,724 | 0.16% | 0.21% | 233 | -43,349 | -19.04% | Q1 2026 | Apr 09, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 183,930 | 10,701 | 8.86% | 9.62% | 234 | -1,466 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 182,707 | 10,629 | 1.64% | 2.09% | 235 | -27,383 | -13.03% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 182,364 | 10,609 | 1.16% | 0.22% | 236 | +148,265 | 434.81% | Q1 2026 | Apr 28, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 181,290 | 10,547 | 7.7% | 7.97% | 237 | -2,287 | -1.25% | Q1 2026 | May 05, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 180,383 | 10,494 | 3.27% | 3.6% | 238 | -16,854 | -8.55% | Q1 2026 | Apr 17, 2026 |
| Csenge Advisory Group | History | Reduced | 179,588 | 10,448 | 0.48% | 0.54% | 239 | -17,355 | -8.81% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 177,310 | 10,315 | 0.25% | 0.01% | 240 | +171,556 | 2981.51% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 176,758 | 10,283 | 0.16% | 0.2% | 241 | +11,404 | 6.9% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 175,210 | 10,193 | 0.29% | 0.04% | 242 | +152,914 | 685.84% | Q1 2026 | Apr 09, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 174,701 | 10,164 | 4.57% | 5.78% | 243 | -37,064 | -17.5% | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 174,352 | 10,143 | 2.55% | 3.35% | 244 | -11,281 | -6.08% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 173,151 | 10,073 | 5.73% | — | 245 | +173,151 | New | Q1 2026 | May 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 172,798 | 10,053 | 2.85% | 3.61% | 246 | -47,972 | -21.73% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 172,221 | 10,020 | 0.18% | 0.2% | 247 | +3,672 | 2.18% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 164,620 | 10,005 | 4.21% | 4.21% | 248 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Edge Capital, LLC | History | No change | 163,032 | 9,913 | 1.33% | 1.33% | 249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 170,126 | 9,897 | 0.13% | 0.0% | 250 | +164,828 | 3111.14% | Q1 2026 | May 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 169,734 | 9,875 | 2.62% | 2.31% | 251 | +26,557 | 18.55% | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 169,694 | 9,872 | 0.29% | 0.37% | 252 | -33,136 | -16.34% | Q1 2026 | Apr 14, 2026 |
| M1 Capital Management LLC | History | Added to | 169,268 | 9,848 | 4.54% | 3.87% | 253 | +16,682 | 10.93% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 169,034 | 9,834 | 0.33% | 0.36% | 254 | -598 | -0.35% | Q1 2026 | Apr 07, 2026 |
| May Hill Capital, LLC | History | Reduced | 167,690 | 9,756 | 2.45% | 3.28% | 255 | -32,587 | -16.27% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Reduced | 166,159 | 9,667 | 1.63% | 1.93% | 256 | -20,101 | -10.79% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 165,683 | 9,639 | 0.33% | — | 257 | +165,683 | New | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 165,059 | 9,603 | 0.22% | 0.22% | 259 | +89,180 | 117.53% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 165,071 | 9,603 | 1.08% | 1.15% | 258 | -4,039 | -2.39% | Q1 2026 | May 05, 2026 |
| True Vision MN LLC | History | Reduced | 164,898 | 9,593 | 4.95% | 5.51% | 260 | -13,477 | -7.56% | Q1 2026 | Apr 16, 2026 |
| Peak Wealth Management LLC | History | Reduced | 163,966 | 9,539 | 7.83% | 9.6% | 261 | -24,995 | -13.23% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 161,887 | 9,418 | 0.2% | 0.22% | 262 | -965 | -0.59% | Q1 2026 | Apr 13, 2026 |
| Daviman Financial, LLC | History | Reduced | 160,415 | 9,332 | 5.52% | 6.24% | 263 | -14,494 | -8.29% | Q1 2026 | Apr 23, 2026 |
| Selby Wealth Management, LLC | History | Added to | 160,311 | 9,326 | 3.67% | 3.82% | 264 | +4,459 | 2.86% | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 160,046 | 9,311 | 0.01% | 0.02% | 265 | -18,211 | -10.22% | Q1 2026 | May 14, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 159,333 | 9,269 | 6.2% | 6.09% | 266 | +4,789 | 3.1% | Q1 2026 | Apr 21, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 143,169 | 9,106 | 3.98% | 4.34% | 267 | -24,604 | -14.67% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 155,988 | 9,075 | 0.01% | 0.01% | 268 | -4,797 | -2.98% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 154,663 | 8,998 | 2.03% | 2.03% | 269 | +2,110 | 1.38% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 152,582 | 8,877 | 0.12% | 0.12% | 270 | +12,325 | 8.79% | Q1 2026 | May 15, 2026 |
| Hoese & Co LLP | History | Added to | 152,448 | 8,869 | 6.58% | 3.6% | 271 | +69,418 | 83.61% | Q1 2026 | Apr 22, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 152,328 | 8,862 | 2.3% | 2.36% | 272 | -5,289 | -3.36% | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 150,550 | 8,824 | 0.47% | 0.43% | 273 | -3,204 | -2.08% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 151,032 | 8,787 | 0.99% | 1.26% | 274 | -28,762 | -16.0% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 150,420 | 8,751 | 6.38% | 6.79% | 275 | -4,147 | -2.68% | Q1 2026 | Apr 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 149,929 | 8,722 | 5.82% | 5.95% | 276 | +7,126 | 4.99% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 149,638 | 8,705 | 1.59% | 1.65% | 277 | -939 | -0.62% | Q1 2026 | Apr 30, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 148,332 | 8,629 | 6.63% | 8.18% | 278 | -22,429 | -13.13% | Q1 2026 | Apr 28, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 148,308 | 8,628 | 0.16% | 1.42% | 279 | -1,074,137 | -87.87% | Q1 2026 | Apr 16, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 147,138 | 8,560 | 1.71% | 1.26% | 280 | +49,594 | 50.84% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 147,110 | 8,558 | 1.09% | 1.03% | 281 | +9,564 | 6.95% | Q1 2026 | Apr 07, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 146,004 | 8,494 | 0.85% | — | 282 | +146,004 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 134,483 | 8,485 | 0.54% | 0.54% | 283 | +4,730 | 3.65% | Q1 2026 | Apr 22, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 145,179 | 8,446 | 3.68% | 3.63% | 284 | +6,276 | 4.52% | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 144,560 | 8,410 | 2.68% | 2.66% | 285 | +5,133 | 3.68% | Q1 2026 | Apr 23, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 144,443 | 8,403 | 4.29% | 5.15% | 286 | -24,373 | -14.44% | Q1 2026 | Apr 17, 2026 |
| Finhabits Advisors LLC | History | Added to | 143,835 | 8,368 | 7.72% | 7.72% | 287 | +8,590 | 6.35% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 141,291 | 8,220 | 0.63% | 0.68% | 288 | -5,909 | -4.01% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 141,268 | 8,218 | 0.1% | 0.0% | 289 | +136,014 | 2588.77% | Q1 2026 | May 08, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 138,825 | 8,076 | 2.74% | 0.59% | 290 | +110,684 | 393.32% | Q1 2026 | May 04, 2026 |
| KM Capital Management Ltd. | History | Reduced | 120,715 | 8,020 | 5.4% | 4.2% | 291 | -14,357 | -10.63% | Q1 2026 | May 15, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 137,451 | 7,996 | 1.87% | 1.58% | 292 | +30,654 | 28.7% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 131,366 | 7,990 | 1.41% | 1.41% | 293 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 135,871 | 7,900 | 0.99% | 1.52% | 294 | +4,192 | 3.18% | Q1 2026 | May 18, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 135,609 | 7,889 | 2.89% | 3.21% | 295 | -5,431 | -3.85% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 135,516 | 7,884 | 0.13% | 0.11% | 296 | +28,900 | 27.11% | Q1 2026 | Apr 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 135,406 | 7,877 | 4.53% | 5.43% | 297 | -21,391 | -13.64% | Q1 2026 | Apr 08, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 134,052 | 7,799 | 1.58% | 1.53% | 298 | +3,861 | 2.97% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 131,958 | 7,677 | 3.8% | 4.79% | 299 | -21,160 | -13.82% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 131,545 | 7,653 | 0.0% | 0.0% | 300 | +89,856 | 215.54% | Q1 2026 | May 08, 2026 |