iSHARES TRUST - EVUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,052,109 | 107,159 | 0.03% | 0.03% | 1 | +18,051 | 0.59% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,453,690 | 51,105 | 0.0% | 0.0% | 2 | -67,417 | -4.43% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 851,858 | 29,908 | 0.01% | 0.01% | 3 | +78,645 | 10.17% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 588,537 | 20,663 | 0.1% | 0.1% | 4 | +7,764 | 1.34% | Q2 2026 | Sep 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 290,840 | 10,211 | 0.06% | 0.07% | 5 | -4,974 | -1.68% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | Added to | 268,168 | 9,415 | 0.03% | 0.02% | 6 | +37,332 | 16.17% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 200,317 | 7,033 | 0.01% | 0.01% | 7 | +5,753 | 2.96% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 160,239 | 5,625 | 0.01% | 0.01% | 8 | +26,331 | 19.66% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 156,705 | 4,988 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| eCIO, Inc. | History | New | 135,346 | 4,751 | 1.34% | — | 10 | +135,346 | New | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 94,809 | 3,329 | 0.01% | 0.01% | 11 | +5,125 | 5.71% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 80,304 | 2,819 | 0.0% | 0.0% | 12 | -29,026 | -26.55% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | Reduced | 75,086 | 2,636 | 0.0% | 0.0% | 13 | -7 | -0.01% | Q2 2026 | Jul 30, 2026 |
| Archer Investment Management, LLC | History | Added to | 73,379 | 2,576 | 0.88% | 0.57% | 14 | +30,995 | 73.13% | Q2 2026 | Jul 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 70,384 | 2,471 | 0.08% | 0.06% | 15 | +17,494 | 33.08% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 69,669 | 2,446 | 0.0% | 0.0% | 16 | +1,240 | 1.81% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 68,107 | 2,391 | 0.0% | 0.0% | 17 | +226 | 0.33% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 67,752 | 2,378 | 0.08% | 0.08% | 18 | +293 | 0.43% | Q2 2026 | Aug 10, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 62,462 | 2,193 | 1.56% | 1.76% | 19 | -4,450 | -6.65% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 51,686 | 1,814 | 0.03% | 0.03% | 20 | +5,698 | 12.39% | Q2 2026 | Aug 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 48,656 | 1,708 | 0.19% | 0.18% | 21 | +3,081 | 6.76% | Q2 2026 | Aug 06, 2026 |
| Affiance Financial, LLC | History | Added to | 41,937 | 1,472 | 0.21% | 0.21% | 22 | +770 | 1.87% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,596 | 1,460 | 0.0% | 0.0% | 23 | +6,710 | 19.23% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 40,336 | 1,416 | 0.01% | 0.01% | 24 | +4,452 | 12.41% | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 40,110 | 1,408 | 0.01% | 0.01% | 25 | -5,485 | -12.03% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 39,669 | 1,401 | 0.18% | 0.18% | 26 | +1,040 | 2.69% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 37,950 | 1,332 | 0.01% | 0.01% | 27 | +1,119 | 3.04% | Q2 2026 | Aug 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 37,712 | 1,324 | 0.16% | 0.17% | 28 | -873 | -2.26% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,547 | 1,318 | 0.0% | 0.0% | 29 | +2,670 | 7.66% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 35,879 | 1,259 | 0.0% | 0.0% | 30 | -893 | -2.43% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 35,754 | 1,255 | 0.01% | 0.01% | 31 | +3,795 | 11.87% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 32,519 | 1,143 | 0.03% | 0.03% | 32 | +301 | 0.93% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 31,479 | 1,105 | 0.01% | 0.01% | 33 | +1,348 | 4.47% | Q2 2026 | Aug 06, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 31,291 | 1,098 | 0.85% | 0.74% | 34 | +3,485 | 12.53% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,465 | 999 | 0.0% | 0.0% | 35 | +1,781 | 6.67% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,700 | 902 | 0.0% | 0.0% | 36 | +3,675 | 16.69% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,062 | 844 | 0.0% | 0.0% | 37 | -69 | -0.29% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 21,624 | 772 | 0.0% | — | 38 | +21,624 | New | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,615 | 723 | 0.0% | 0.0% | 39 | +276 | 1.36% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,292 | 677 | 0.01% | 0.0% | 40 | +4,425 | 29.76% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,010 | 667 | 0.01% | 0.01% | 41 | +142 | 0.75% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | Added to | 18,932 | 664 | 0.08% | 0.06% | 42 | +3,911 | 26.04% | Q2 2026 | Jul 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 18,048 | 633 | 0.01% | 0.01% | 43 | +373 | 2.11% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 17,931 | 629 | 0.0% | 0.0% | 44 | +666 | 3.86% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 17,717 | 622 | 0.02% | 0.02% | 45 | +563 | 3.28% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,091 | 600 | 0.01% | 0.01% | 46 | +448 | 2.69% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 16,623 | 583 | 0.01% | 0.01% | 47 | +412 | 2.54% | Q2 2026 | Jul 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 16,425 | 576 | 0.01% | 0.01% | 48 | +422 | 2.64% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,704 | 551 | 0.0% | — | 49 | +15,704 | New | Q2 2026 | Aug 19, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,187 | 533 | 0.03% | 0.03% | 50 | +247 | 1.65% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,043 | 493 | 0.0% | 0.0% | 51 | +1,592 | 12.79% | Q2 2026 | Sep 08, 2026 |
| &PARTNERS | History | Added to | 13,669 | 479 | 0.0% | 0.0% | 52 | +1,049 | 8.31% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,862 | 451 | 0.0% | 0.0% | 53 | +1,180 | 10.1% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,667 | 444 | 0.01% | 0.01% | 54 | +1,270 | 11.14% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 12,566 | 441 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 12,183 | 427 | 0.12% | 0.16% | 56 | +1,278 | 11.72% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,068 | 423 | 0.0% | 0.0% | 57 | +2,122 | 21.34% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Services | History | Added to | 11,932 | 418 | 0.11% | 0.1% | 58 | +1,283 | 12.05% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,493 | 403 | 0.0% | 0.0% | 59 | +1,716 | 17.55% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,350 | 398 | 0.01% | 0.01% | 60 | +2,014 | 21.57% | Q2 2026 | Jul 24, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 10,827 | 380 | 0.09% | 0.09% | 61 | +625 | 6.13% | Q2 2026 | Jul 16, 2026 |
| World Investment Advisors | History | Reduced | 11,880 | 378 | 0.01% | 0.01% | 62 | -784 | -6.19% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 10,417 | 365 | 0.03% | 0.03% | 63 | +98 | 0.95% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 9,909 | 347 | 0.02% | 0.02% | 64 | -2,222 | -18.32% | Q2 2026 | Aug 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 9,873 | 346 | 0.12% | 0.13% | 65 | -211 | -2.09% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 9,673 | 339 | 0.04% | — | 66 | +9,673 | New | Q2 2026 | Jul 10, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 9,408 | 330 | 0.1% | 0.1% | 67 | +537 | 6.05% | Q2 2026 | Jul 31, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,030 | 323 | 0.01% | — | 69 | +9,030 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 9,030 | 323 | 0.01% | 0.01% | 68 | -550 | -5.74% | Q2 2026 | Jul 29, 2026 |
| RCS Financial Planning, LLC | History | Added to | 8,964 | 314 | 0.15% | 0.15% | 70 | +86 | 0.97% | Q2 2026 | Jul 22, 2026 |
| Navigation Group, LLC | History | Added to | 8,856 | 310 | 0.06% | 0.06% | 71 | +593 | 7.18% | Q2 2026 | Jul 29, 2026 |
| MA Private Wealth | History | New | 8,716 | 306 | 0.05% | — | 72 | +8,716 | New | Q2 2026 | Jul 28, 2026 |
| EQ LLC | History | Reduced | 8,190 | 287 | 0.07% | 0.08% | 73 | -636 | -7.21% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 8,068 | 286 | 0.04% | 0.03% | 74 | +773 | 10.6% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | New | 8,056 | 282 | 0.01% | — | 75 | +8,056 | New | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | New | 7,923 | 278 | 0.0% | — | 76 | +7,923 | New | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,702 | 270 | 0.01% | 0.0% | 77 | +6,654 | 634.92% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | Added to | 7,390 | 259 | 0.01% | 0.0% | 78 | +1,461 | 24.64% | Q2 2026 | Aug 05, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 7,794 | 248 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Contango Wealth Management LLC | History | No change | 7,258 | 231 | 0.27% | 0.27% | 80 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,559 | 230 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Traveka Wealth, LLC | History | New | 6,487 | 227 | 0.08% | — | 82 | +6,487 | New | Q2 2026 | Jul 21, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 6,451 | 226 | 0.21% | 0.21% | 83 | +131 | 2.07% | Q2 2026 | Jul 22, 2026 |
| Focus Financial Network, Inc. | History | New | 6,282 | 220 | 0.01% | — | 84 | +6,282 | New | Q2 2026 | Jul 09, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 6,233 | 218 | 0.02% | — | 85 | +6,233 | New | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | New | 6,233 | 218 | 0.01% | — | 86 | +6,233 | New | Q2 2026 | Aug 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,119 | 214 | 0.12% | 0.14% | 87 | -388 | -5.96% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | Added to | 6,062 | 212 | 0.0% | 0.0% | 88 | +2,419 | 66.4% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,875 | 206 | 0.0% | — | 89 | +5,875 | New | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | New | 5,773 | 202 | 0.01% | — | 91 | +5,773 | New | Q2 2026 | Jul 02, 2026 |
| Cypress Wealth Services, LLC | History | New | 5,767 | 202 | 0.02% | — | 90 | +5,767 | New | Q2 2026 | Jul 10, 2026 |
| Bison Wealth, LLC | History | New | 5,625 | 200 | 0.02% | — | 92 | +5,625 | New | Q2 2026 | Jul 07, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 5,678 | 199 | 0.06% | 0.05% | 93 | +465 | 8.92% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,119 | 109 | 0.01% | 0.0% | 94 | +1,657 | 113.34% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,104 | 108 | 0.0% | 0.01% | 95 | -13,281 | -81.06% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 3,102 | 108 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,053 | 107 | 0.0% | 0.0% | 97 | -97 | -3.08% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | Reduced | 3,045 | 106 | 0.05% | 0.04% | 98 | -2,265 | -42.66% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,394 | 84 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | New | 2,334 | 81 | 0.0% | — | 100 | +2,334 | New | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,199 | 77 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,858 | 65 | 0.01% | — | 102 | +1,858 | New | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,737 | 60 | 0.0% | 0.0% | 103 | +548 | 46.09% | Q2 2026 | Jul 06, 2026 |
| StrongBox Wealth, LLC | History | New | 1,699 | 59 | 0.02% | — | 105 | +1,699 | New | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,688 | 59 | 0.01% | 0.01% | 104 | +193 | 12.91% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | New | 1,313 | 46 | 0.0% | — | 106 | +1,313 | New | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Added to | 1,309 | 45 | 0.0% | 0.0% | 107 | +9 | 0.69% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | New | 1,278 | 44 | 0.0% | — | 108 | +1,278 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 1,210 | 42 | 0.0% | 0.0% | 109 | +593 | 96.11% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,065 | 37 | 0.01% | 0.01% | 110 | +101 | 10.48% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 876 | 30 | 0.0% | 0.0% | 111 | -32 | -3.52% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | New | 747 | 26 | 0.0% | — | 112 | +747 | New | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | Reduced | 720 | 25 | 0.0% | 0.01% | 113 | -181 | -20.09% | Q2 2026 | Aug 04, 2026 |
| EFG International AG | History | Reduced | 654 | 22 | 0.0% | 0.0% | 114 | -1 | -0.15% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 621 | 21 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 476 | 16 | 0.0% | — | 116 | +476 | New | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 476 | 16 | 0.0% | — | 117 | +476 | New | Q2 2026 | Jul 30, 2026 |
| First Bancorp, Inc /ME/ | History | New | 446 | 15 | 0.01% | — | 118 | +446 | New | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | New | 438 | 15 | 0.0% | — | 119 | +438 | New | Q2 2026 | Jul 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 406 | 14 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakmont Advisory Group, LLC | History | New | 344 | 12 | 0.01% | — | 122 | +344 | New | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | Added to | 345 | 12 | 0.0% | 0.0% | 121 | +31 | 9.87% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 330 | 11 | 0.0% | 0.0% | 123 | +177 | 115.69% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 333 | 11 | 0.0% | 0.0% | 124 | +19 | 6.05% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | Added to | 286 | 10 | 0.0% | 0.0% | 125 | +10 | 3.62% | Q2 2026 | Aug 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 153 | 5 | 0.0% | — | 127 | +153 | New | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 149 | 5 | 0.0% | — | 126 | +149 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 140 | 4 | 0.0% | 0.0% | 128 | -196 | -58.33% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 99 | 3 | 0.0% | — | 131 | +99 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 91 | 3 | 0.0% | 0.0% | 129 | +20 | 28.17% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 104 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 76 | 2 | 0.0% | — | 132 | +76 | New | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 41 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -82,521 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -57,973 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -21,338 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,055 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,300 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -9,940 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,696 | -100.0% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,594 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,704 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2026 | Jul 21, 2026 |