BlackRock ETF Trust II - HIMU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,191,614 | 158,615 | 0.06% | 0.04% | 1 | +1,307,669 | 69.41% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,464,112 | 122,712 | 0.01% | 0.01% | 2 | +206,855 | 9.16% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,914,821 | 95,358 | 0.02% | 0.02% | 3 | +234,913 | 13.98% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Reduced | 1,773,682 | 88,329 | 0.0% | 0.0% | 4 | -290,475 | -14.07% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,446,412 | 72,031 | 0.0% | 0.0% | 5 | +157,391 | 12.21% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,336,041 | 66,534 | 0.02% | 0.01% | 6 | +197,580 | 17.36% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,050,409 | 52,331 | 0.0% | 0.0% | 7 | +313,136 | 42.47% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 796,239 | 39,652 | 0.01% | 0.01% | 8 | +16,140 | 2.07% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 677,219 | 33,726 | 0.01% | 0.01% | 9 | +89,064 | 15.14% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 625,952 | 31,172 | 4.2% | 4.3% | 10 | +12,179 | 1.98% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 572,958 | 28,533 | 0.04% | 0.04% | 11 | +46,496 | 8.83% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 492,770 | 24,539 | 0.0% | 0.0% | 12 | -19,393 | -3.79% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 460,490 | 22,932 | 0.03% | 0.02% | 13 | +95,255 | 26.08% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 451,477 | 22,483 | 0.01% | 0.01% | 14 | +10,743 | 2.44% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 445,415 | 22,181 | 0.02% | 0.02% | 15 | +27,471 | 6.57% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 400,595 | 19,949 | 0.01% | 0.01% | 16 | -19,168 | -4.57% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 395,093 | 19,675 | 0.09% | 0.1% | 17 | -3,610 | -0.91% | Q2 2026 | Aug 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 337,157 | 16,790 | 0.49% | 0.07% | 18 | +295,593 | 711.18% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 313,825 | 15,628 | 0.03% | 0.02% | 19 | +126,012 | 67.09% | Q2 2026 | Aug 07, 2026 |
| Focused Wealth Management, Inc | History | New | 293,487 | 14,615 | 1.27% | — | 20 | +293,487 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 231,943 | 11,550 | 0.02% | 0.02% | 21 | -4,219 | -1.79% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 214,452 | 10,683 | 0.01% | 0.01% | 22 | +89,490 | 71.61% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 205,440 | 10,230 | 0.07% | 0.1% | 23 | -58,753 | -22.24% | Q2 2026 | Sep 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 200,169 | 9,968 | 0.0% | 0.0% | 24 | -5,162 | -2.51% | Q2 2026 | Aug 06, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 197,141 | 9,817 | 0.16% | 0.16% | 25 | +2,939 | 1.51% | Q2 2026 | Aug 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 195,693 | 9,745 | 2.21% | 2.22% | 26 | +18,938 | 10.71% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 176,846 | 8,806 | 0.03% | 0.01% | 27 | +132,359 | 297.52% | Q2 2026 | Jul 28, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 172,500 | 8,590 | 0.48% | 0.46% | 28 | +6,736 | 4.06% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 167,169 | 8,325 | 0.08% | 0.09% | 29 | +3,837 | 2.35% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 165,710 | 8,252 | 0.05% | 0.04% | 30 | +53,030 | 47.06% | Q2 2026 | Jul 20, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 156,043 | 7,770 | 0.36% | 0.4% | 31 | -562 | -0.36% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 154,763 | 7,425 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 148,482 | 7,394 | 0.01% | 0.01% | 33 | +19,620 | 15.23% | Q2 2026 | Jul 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 146,866 | 7,313 | 0.36% | 0.34% | 34 | +24,009 | 19.54% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 146,353 | 7,288 | 0.01% | 0.0% | 35 | +39,045 | 36.39% | Q2 2026 | Aug 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 132,800 | 6,613 | 0.56% | 0.68% | 36 | -15,414 | -10.4% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 127,070 | 6,328 | 0.0% | 0.0% | 37 | +4,900 | 4.01% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 104,980 | 5,227 | 0.06% | 0.07% | 38 | -2,549 | -2.37% | Q2 2026 | Aug 12, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 98,593 | 4,909 | 1.54% | 1.92% | 39 | -15,087 | -13.27% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 96,282 | 4,794 | 0.05% | 0.06% | 40 | -14,291 | -12.92% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 95,842 | 4,772 | 0.03% | 0.03% | 41 | +777 | 0.82% | Q2 2026 | Aug 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 90,637 | 4,513 | 0.08% | 0.1% | 42 | +1,742 | 1.96% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 89,414 | 4,452 | 0.0% | 0.0% | 43 | -104,148 | -53.81% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 86,870 | 4,326 | 0.03% | 0.03% | 44 | +2,097 | 2.47% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 84,878 | 4,227 | 0.01% | 0.01% | 45 | -37,028 | -30.37% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 82,829 | 4,124 | 0.08% | 0.08% | 46 | +38,119 | 85.26% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 80,137 | 3,990 | 0.02% | 0.02% | 47 | +21,814 | 37.4% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 73,478 | 3,659 | 0.01% | 0.0% | 48 | +37,313 | 103.17% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 71,149 | 3,543 | 0.04% | 0.01% | 49 | +56,502 | 385.76% | Q2 2026 | Aug 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 66,744 | 3,323 | 0.19% | 0.13% | 50 | +2,169 | 3.36% | Q2 2026 | Jul 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 61,565 | 3,058 | 0.02% | 0.0% | 51 | +54,845 | 816.15% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 59,734 | 2,974 | 0.18% | 0.21% | 52 | -5,416 | -8.31% | Q2 2026 | Aug 05, 2026 |
| Fairman Group, LLC | History | Reduced | 57,115 | 2,844 | 2.23% | 2.38% | 53 | -1,013 | -1.74% | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 55,483 | 2,763 | 0.03% | 0.08% | 54 | -104,091 | -65.23% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 51,896 | 2,529 | 0.04% | — | 57 | +51,896 | New | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 50,800 | 2,529 | 0.12% | — | 56 | +50,800 | New | Q2 2026 | Jul 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 51,896 | 2,529 | 0.04% | 0.03% | 55 | +13,790 | 36.19% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,705 | 2,226 | 0.01% | 0.01% | 58 | +6,559 | 17.19% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 42,034 | 2,093 | 0.02% | 0.02% | 59 | -238 | -0.56% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 40,869 | 2,035 | 0.45% | 0.49% | 60 | -2,120 | -4.93% | Q2 2026 | Jul 27, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 40,842 | 2,033 | 0.53% | 0.6% | 61 | +191 | 0.47% | Q2 2026 | Jul 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,077 | 1,995 | 0.0% | 0.0% | 62 | +10,373 | 34.92% | Q2 2026 | Sep 02, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 38,884 | 1,936 | 0.13% | 0.15% | 63 | -865 | -2.18% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 37,819 | 1,876 | 0.13% | 0.07% | 64 | +16,628 | 78.47% | Q2 2026 | Jul 16, 2026 |
| GGM Financial LLC | History | Added to | 35,362 | 1,761 | 0.67% | 0.45% | 65 | +15,017 | 73.81% | Q2 2026 | Jul 23, 2026 |
| Keebeck Wealth Management | History | Reduced | 35,296 | 1,757 | 0.17% | 0.23% | 66 | -6,435 | -15.42% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 34,160 | 1,701 | 0.04% | 0.02% | 67 | +12,819 | 60.07% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,113 | 1,649 | 0.0% | 0.0% | 68 | +4,869 | 17.24% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 33,994 | 1,644 | 0.1% | 0.09% | 69 | +10,292 | 43.42% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 32,938 | 1,640 | 0.16% | 0.14% | 70 | +5,757 | 21.18% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 32,521 | 1,619 | 0.04% | 0.11% | 71 | -57,631 | -63.93% | Q2 2026 | Aug 11, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 31,998 | 1,593 | 0.59% | 0.64% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 31,355 | 1,561 | 0.01% | 0.01% | 73 | +661 | 2.15% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Reduced | 29,880 | 1,488 | 0.01% | 0.17% | 74 | -92,824 | -75.65% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Reduced | 28,868 | 1,437 | 0.02% | 0.02% | 75 | -1,671 | -5.47% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 25,625 | 1,276 | 0.15% | — | 76 | +25,625 | New | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,273 | 1,209 | 0.0% | 0.0% | 77 | -1,327 | -5.18% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 23,917 | 1,191 | 0.14% | 0.09% | 78 | +9,676 | 67.94% | Q2 2026 | Jul 09, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 23,586 | 1,174 | 0.33% | 0.3% | 79 | +5,007 | 26.95% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 23,037 | 1,147 | 0.04% | — | 80 | +23,037 | New | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,547 | 1,122 | 0.01% | 0.02% | 81 | -413 | -1.8% | Q2 2026 | Aug 18, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 22,144 | 1,102 | 0.64% | 0.58% | 82 | +3,259 | 17.26% | Q2 2026 | Aug 10, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 22,050 | 1,098 | 0.5% | 0.56% | 83 | +1,575 | 7.69% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | New | 21,980 | 1,094 | 0.0% | — | 84 | +21,980 | New | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 21,574 | 1,074 | 0.0% | 0.0% | 85 | +4,841 | 28.93% | Q2 2026 | Aug 18, 2026 |
| Keystone Global Partners, LLC | History | New | 21,143 | 1,052 | 0.4% | — | 86 | +21,143 | New | Q2 2026 | Jul 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 21,014 | 1,046 | 0.05% | 0.06% | 87 | +836 | 4.14% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | Added to | 20,653 | 1,028 | 0.18% | 0.24% | 88 | +181 | 0.88% | Q2 2026 | Aug 14, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 20,269 | 1,009 | 0.26% | 0.3% | 89 | -585 | -2.81% | Q2 2026 | Aug 04, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,710 | 981 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 19,341 | 963 | 0.16% | 0.16% | 91 | +2,066 | 11.96% | Q2 2026 | Jul 21, 2026 |
| Vision Retirement, LLC | History | Added to | 18,688 | 930 | 0.22% | 0.25% | 92 | +587 | 3.24% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | Reduced | 18,399 | 916 | 0.05% | 0.06% | 93 | -254 | -1.36% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 18,340 | 913 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,274 | 910 | 0.0% | 0.0% | 95 | +1,989 | 12.21% | Q2 2026 | Aug 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 16,566 | 825 | 0.16% | 0.13% | 96 | +2,568 | 18.35% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 16,504 | 821 | 0.15% | 0.09% | 97 | +7,519 | 83.68% | Q2 2026 | Jul 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,378 | 815 | 0.01% | 0.01% | 98 | +3,135 | 23.67% | Q2 2026 | Aug 10, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 16,253 | 809 | 0.44% | — | 99 | +16,253 | New | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,244 | 808 | 0.01% | 0.06% | 100 | -57,197 | -77.88% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | New | 15,902 | 791 | 0.0% | — | 101 | +15,902 | New | Q2 2026 | Aug 12, 2026 |
| ARWA LLC | History | Added to | 16,027 | 788 | 0.33% | 0.16% | 102 | +9,308 | 138.53% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | Reduced | 15,313 | 762 | 0.0% | 0.0% | 103 | -2,604 | -14.53% | Q2 2026 | Aug 13, 2026 |
| Interchange Capital Partners, LLC | History | New | 15,235 | 758 | 0.14% | — | 104 | +15,235 | New | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,132 | 747 | 0.0% | 0.0% | 105 | -1,672 | -9.95% | Q2 2026 | Jul 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 14,298 | 712 | 0.05% | — | 106 | +14,298 | New | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 14,045 | 699 | 0.13% | 0.09% | 107 | +4,609 | 48.84% | Q2 2026 | Aug 06, 2026 |
| EQ LLC | History | Reduced | 12,424 | 618 | 0.15% | 0.2% | 108 | -2,721 | -17.97% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 12,220 | 608 | 0.15% | 0.21% | 109 | -1,138 | -8.52% | Q2 2026 | Aug 14, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 12,204 | 607 | 0.14% | 0.95% | 110 | -63,035 | -83.78% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,146 | 604 | 0.01% | 0.03% | 111 | -46,314 | -79.22% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | New | 12,112 | 603 | 0.0% | — | 112 | +12,112 | New | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 11,912 | 593 | 0.02% | 0.02% | 113 | -613 | -4.89% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,583 | 576 | 0.0% | 0.0% | 114 | +954 | 8.98% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 11,290 | 562 | 0.0% | 0.01% | 115 | -12,568 | -52.68% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 11,282 | 561 | 0.06% | — | 116 | +11,282 | New | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Reduced | 11,181 | 556 | 0.03% | 0.04% | 117 | -7,098 | -38.83% | Q2 2026 | Jul 16, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 10,835 | 539 | 0.07% | 0.1% | 118 | -3,280 | -23.24% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,819 | 538 | 0.0% | — | 119 | +10,819 | New | Q2 2026 | Aug 11, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 10,535 | 524 | 0.03% | 0.03% | 120 | +4,246 | 67.51% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 10,510 | 523 | 0.03% | 0.03% | 121 | -28 | -0.27% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 10,444 | 520 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockport Wealth LLC | History | No change | 10,359 | 515 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Formidable Asset Management, LLC | History | New | 10,477 | 502 | 0.08% | — | 124 | +10,477 | New | Q2 2026 | Jul 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,053 | 500 | 0.07% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,938 | 494 | 0.01% | 0.01% | 126 | +1,401 | 16.41% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,607 | 478 | 0.0% | 0.0% | 127 | +1,860 | 24.01% | Q2 2026 | Jul 17, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 9,458 | 471 | 0.08% | 0.09% | 128 | +350 | 3.84% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 9,286 | 462 | 0.08% | 0.12% | 130 | -2,229 | -19.36% | Q2 2026 | Aug 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,288 | 462 | 0.1% | 0.12% | 129 | +8 | 0.09% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,170 | 456 | 0.01% | 0.01% | 131 | -5,878 | -39.06% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 9,133 | 454 | 0.05% | 0.03% | 132 | +4,103 | 81.57% | Q2 2026 | Jul 30, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 9,070 | 451 | 0.04% | 0.31% | 133 | -59,708 | -86.81% | Q2 2026 | Aug 10, 2026 |
| Detalus Advisors, LLC | History | Reduced | 9,026 | 449 | 0.09% | 0.15% | 134 | -4,524 | -33.39% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,937 | 445 | 0.01% | 0.01% | 135 | -1,025 | -10.29% | Q2 2026 | Aug 07, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 8,881 | 442 | 0.02% | 0.02% | 136 | -235 | -2.58% | Q2 2026 | Jul 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 8,830 | 439 | 0.04% | 0.03% | 137 | +1,526 | 20.89% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | New | 8,733 | 434 | 0.01% | — | 138 | +8,733 | New | Q2 2026 | Aug 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 8,585 | 427 | 0.05% | 0.03% | 139 | +3,626 | 73.12% | Q2 2026 | Jul 10, 2026 |
| OneDigital Investment Advisors LLC | History | New | 8,371 | 416 | 0.0% | — | 140 | +8,371 | New | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,247 | 410 | 0.0% | 0.0% | 141 | -53 | -0.64% | Q2 2026 | Jul 24, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 8,227 | 409 | 0.18% | 0.18% | 142 | +607 | 7.97% | Q2 2026 | Jul 22, 2026 |
| NOVEM GROUP | History | Added to | 8,139 | 405 | 0.04% | 0.04% | 143 | +105 | 1.31% | Q2 2026 | Jul 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 8,053 | 401 | 0.05% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 8,353 | 400 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,021 | 399 | 0.0% | 0.0% | 146 | +1,262 | 18.67% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,003 | 398 | 0.01% | — | 147 | +8,003 | New | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Added to | 7,514 | 374 | 0.01% | 0.01% | 148 | +881 | 13.28% | Q2 2026 | Jul 15, 2026 |
| Invst, LLC | History | Added to | 7,512 | 374 | 0.04% | 0.04% | 149 | +184 | 2.51% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 7,397 | 368 | 0.04% | 0.04% | 151 | +2,096 | 39.54% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,393 | 368 | 0.0% | 0.0% | 152 | +138 | 1.9% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,397 | 368 | 0.0% | 0.0% | 150 | +79 | 1.08% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | New | 7,363 | 367 | 0.0% | — | 153 | +7,363 | New | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 7,193 | 358 | 0.03% | 0.03% | 154 | +933 | 14.9% | Q2 2026 | Jul 14, 2026 |
| Vantage Point Financial LLC | History | Added to | 7,171 | 357 | 0.11% | 0.11% | 155 | +340 | 4.98% | Q2 2026 | Aug 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 7,097 | 347 | 0.09% | — | 156 | +7,097 | New | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,963 | 346 | 0.0% | 0.0% | 157 | +802 | 13.02% | Q2 2026 | Aug 04, 2026 |
| Parisi Gray Wealth Management | History | No change | 6,887 | 342 | 0.07% | 0.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,848 | 341 | 0.01% | 0.01% | 159 | +43 | 0.63% | Q2 2026 | Jul 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,612 | 329 | 0.01% | 0.01% | 162 | -440 | -6.24% | Q2 2026 | Aug 04, 2026 |
| KM Capital Management Ltd. | History | Reduced | 6,620 | 329 | 0.15% | 0.23% | 161 | -423 | -6.01% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 6,609 | 329 | 0.01% | 0.01% | 160 | -311 | -4.49% | Q2 2026 | Aug 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 6,604 | 328 | 0.01% | — | 164 | +6,604 | New | Q2 2026 | Jul 31, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 6,591 | 328 | 0.13% | 0.14% | 163 | +87 | 1.34% | Q2 2026 | Jul 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 6,562 | 326 | 0.0% | 0.0% | 165 | +1,216 | 22.75% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 6,513 | 324 | 0.0% | 0.0% | 166 | -10,104 | -60.81% | Q2 2026 | Aug 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 6,452 | 321 | 0.18% | — | 167 | +6,452 | New | Q2 2026 | Jul 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,610 | 317 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 6,588 | 316 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,292 | 313 | 0.03% | 0.04% | 170 | -1,810 | -22.34% | Q2 2026 | Jul 22, 2026 |
| AMG National Trust Bank | History | New | 6,266 | 312 | 0.01% | — | 172 | +6,266 | New | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | Reduced | 6,280 | 312 | 0.04% | 0.06% | 171 | -2,653 | -29.7% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,247 | 311 | 0.01% | 0.01% | 173 | -6,105 | -49.43% | Q2 2026 | Jul 09, 2026 |
| Ascent Group, LLC | History | Reduced | 6,127 | 305 | 0.01% | 0.01% | 174 | -371 | -5.71% | Q2 2026 | Aug 03, 2026 |
| Commerce Advisors, LLC | History | Reduced | 5,829 | 290 | 0.16% | 0.26% | 175 | -597 | -9.29% | Q2 2026 | Aug 04, 2026 |
| Able Wealth Management LLC | History | Reduced | 5,675 | 282 | 0.06% | 0.08% | 176 | -300 | -5.02% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,590 | 278 | 0.0% | 0.0% | 177 | +620 | 12.47% | Q2 2026 | Jul 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,454 | 271 | 0.05% | 0.06% | 178 | -3 | -0.05% | Q2 2026 | Jul 01, 2026 |
| YANKCOM Partnership | History | Added to | 5,382 | 267 | 0.1% | 0.08% | 179 | +1,542 | 40.16% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,287 | 263 | 0.01% | 0.01% | 181 | -3,601 | -40.52% | Q2 2026 | Jul 29, 2026 |
| Marion Wealth Management | History | Added to | 5,286 | 263 | 0.05% | 0.05% | 180 | +781 | 17.34% | Q2 2026 | Jul 16, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,248 | 261 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 5,149 | 256 | 0.13% | 0.6% | 184 | -16,496 | -76.21% | Q2 2026 | Jul 09, 2026 |
| Intrua Financial, LLC | History | Reduced | 5,160 | 256 | 0.02% | 0.03% | 183 | -410 | -7.36% | Q2 2026 | Jul 24, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,136 | 255 | 0.01% | 0.01% | 185 | +517 | 11.19% | Q2 2026 | Jul 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 5,064 | 252 | 0.1% | — | 186 | +5,064 | New | Q2 2026 | Aug 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 5,026 | 250 | 0.1% | 0.09% | 187 | +819 | 19.47% | Q2 2026 | Jul 27, 2026 |
| WESBANCO BANK INC | History | Added to | 5,005 | 249 | 0.01% | 0.01% | 188 | +155 | 3.2% | Q2 2026 | Jul 28, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,965 | 247 | 0.09% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 4,831 | 240 | 0.02% | 0.23% | 190 | -40,886 | -89.43% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 4,834 | 240 | 0.01% | 0.01% | 191 | +89 | 1.88% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 4,815 | 239 | 0.13% | 0.15% | 192 | +13 | 0.27% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 4,694 | 233 | 0.0% | — | 194 | +4,694 | New | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,684 | 233 | 0.0% | 0.0% | 193 | -3,505 | -42.8% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 4,616 | 229 | 0.02% | 0.02% | 195 | -124 | -2.62% | Q2 2026 | Aug 11, 2026 |
| EWA, LLC | History | Reduced | 4,312 | 214 | 0.04% | 0.05% | 196 | -679 | -13.6% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,125 | 205 | 0.0% | 0.0% | 197 | -5,034 | -54.96% | Q2 2026 | Aug 19, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,120 | 205 | 0.01% | 0.02% | 198 | -1,767 | -30.02% | Q2 2026 | Jul 23, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 4,066 | 202 | 0.02% | — | 200 | +4,066 | New | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | Reduced | 4,068 | 202 | 0.0% | 0.0% | 199 | -1,639 | -28.72% | Q2 2026 | Aug 13, 2026 |
| Chung Wu Investment Group, LLC | History | New | 3,500 | 174 | 0.11% | — | 201 | +3,500 | New | Q2 2026 | Jul 31, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,461 | 166 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | New | 3,197 | 159 | 0.0% | — | 203 | +3,197 | New | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,504 | 124 | 0.0% | 0.0% | 204 | +1,039 | 70.92% | Q2 2026 | Jul 20, 2026 |
| TSFG, LLC | History | Reduced | 2,282 | 114 | 0.01% | 0.02% | 205 | -209 | -8.39% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,121 | 105 | 0.0% | 0.0% | 206 | +10 | 0.47% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,858 | 92 | 0.05% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,696 | 84 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,550 | 77 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 1,459 | 72 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,236 | 61 | 0.01% | 0.01% | 211 | +93 | 8.14% | Q2 2026 | Jul 02, 2026 |
| ASSETMARK, INC | History | Reduced | 861 | 42 | 0.0% | 0.0% | 212 | -967 | -52.9% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 806 | 40 | 0.0% | 0.0% | 213 | +221 | 37.78% | Q2 2026 | Jul 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 723 | 36 | 0.0% | 0.0% | 214 | -2,277 | -75.9% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | New | 727 | 36 | 0.0% | — | 215 | +727 | New | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 579 | 28 | 0.0% | 0.0% | 216 | +4 | 0.7% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | No change | 481 | 23 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 415 | 20 | 0.0% | 0.0% | 218 | +2 | 0.48% | Q2 2026 | Aug 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 399 | 19 | 0.02% | 0.02% | 219 | +12 | 3.1% | Q2 2026 | Jul 29, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 376 | 18 | 0.0% | 0.0% | 220 | -107 | -22.15% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 300 | 14 | 0.0% | — | 222 | +300 | New | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 283 | 14 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 232 | 12 | 0.0% | — | 224 | +232 | New | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 250 | 12 | 0.0% | 0.0% | 223 | +2 | 0.81% | Q2 2026 | Jul 29, 2026 |
| Advocate Investing Services LLC | History | New | 216 | 10 | 0.01% | — | 225 | +216 | New | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | New | 200 | 9 | 0.0% | — | 227 | +200 | New | Q2 2026 | Aug 06, 2026 |
| PlanVest Financial, Inc | History | New | 200 | 9 | 0.01% | — | 228 | +200 | New | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 184 | 9 | 0.0% | 0.0% | 226 | +3 | 1.66% | Q2 2026 | Jul 06, 2026 |
| Park Place Capital Corp | History | No change | 144 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | New | 126 | 6 | 0.0% | — | 230 | +126 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | New | 118 | 5 | 0.0% | — | 233 | +118 | New | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | Added to | 107 | 5 | 0.0% | 0.0% | 231 | +1 | 0.94% | Q2 2026 | Jul 30, 2026 |
| NorthAvenue LLC | History | Added to | 107 | 5 | 0.0% | 0.0% | 232 | +1 | 0.94% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 89 | 4 | 0.0% | 0.0% | 234 | -403 | -81.91% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 55 | 2 | 0.0% | — | 236 | +55 | New | Q2 2026 | Jul 02, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 32 | 1 | 0.0% | 0.01% | 238 | -426 | -93.01% | Q2 2026 | Jul 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -92,065 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -49,979 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -39,632 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -14,249 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,910 | -100.0% | Q2 2026 | Aug 10, 2026 |
| GSG Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -13,379 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -10,955 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,569 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,753 | -100.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,947 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,549 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,392 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,336 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -6,307 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Northside Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,266 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,869 | -100.0% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,720 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Next Level Private LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,157 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,136 | -100.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,913 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -743 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -690 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -529 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -502 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -362 | -95.26% | Q2 2026 | Jul 10, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -311 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 11 | 0 | — | — | — | -6 | -35.29% | Q2 2026 | Aug 06, 2026 |