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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,257,257 | 108,303 | 0.01% | 0.01% | 1 | -168,162 | -6.93% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,064,157 | 99,038 | 0.0% | 0.0% | 2 | -1,237,981 | -37.49% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,883,945 | 89,802 | 0.04% | 0.04% | 3 | +532,139 | 39.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,679,908 | 80,602 | 0.02% | 0.05% | 4 | -1,834,874 | -52.2% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,289,021 | 61,847 | 0.0% | 0.0% | 5 | -197,609 | -13.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,138,461 | 54,623 | 0.01% | 0.07% | 6 | -3,799,433 | -76.94% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 780,099 | 37,429 | 0.01% | 0.01% | 7 | -118,694 | -13.21% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 737,273 | 35,175 | 0.0% | 0.0% | 8 | -886,520 | -54.6% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 588,155 | 29,055 | 0.01% | 0.01% | 9 | +44,074 | 8.1% | Q1 2026 | May 15, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 594,674 | 28,948 | 4.18% | 4.18% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 526,462 | 25,259 | 0.04% | 0.04% | 11 | -96,905 | -15.55% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 512,163 | 24,573 | 0.0% | 0.0% | 12 | +40,658 | 8.62% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 440,734 | 21,146 | 0.01% | 0.01% | 13 | -24,732 | -5.31% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 419,763 | 20,140 | 0.01% | 0.01% | 14 | -5,739 | -1.35% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 417,944 | 20,052 | 0.02% | 0.04% | 15 | -308,613 | -42.48% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 398,703 | 19,129 | 0.1% | 0.14% | 16 | -122,353 | -23.48% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 365,235 | 17,524 | 0.02% | 0.02% | 17 | +47,632 | 15.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 264,193 | 12,675 | 0.1% | 0.12% | 18 | +54,845 | 26.2% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 236,162 | 11,331 | 0.02% | 0.02% | 19 | +7,526 | 3.29% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 205,331 | 9,851 | 0.0% | 0.0% | 20 | -51,650 | -20.1% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 194,202 | 9,465 | 0.16% | 0.17% | 21 | +5,342 | 2.83% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 193,562 | 9,287 | 0.0% | 0.0% | 22 | -71,133 | -26.87% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 187,813 | 9,011 | 0.02% | 0.09% | 23 | -548,852 | -74.5% | Q1 2026 | May 04, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 176,755 | 8,480 | 2.22% | 2.04% | 24 | +17,151 | 10.75% | Q1 2026 | May 01, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 165,764 | 7,953 | 0.46% | — | 25 | +165,764 | New | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 163,332 | 7,836 | 0.09% | — | 26 | +163,332 | New | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 159,574 | 7,656 | 0.08% | 0.04% | 27 | +105,590 | 195.59% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 156,605 | 7,513 | 0.4% | 0.41% | 28 | -5,436 | -3.35% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 154,763 | 7,425 | 0.02% | 0.02% | 29 | +12,998 | 9.17% | Q1 2026 | May 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 148,214 | 7,111 | 0.68% | 0.71% | 30 | -1,959 | -1.3% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 128,862 | 6,182 | 0.01% | 0.01% | 31 | +10,556 | 8.92% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 124,962 | 5,997 | 0.01% | 0.01% | 32 | -54,630 | -30.42% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 122,857 | 5,894 | 0.34% | 0.28% | 33 | +25,978 | 26.81% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Added to | 122,704 | 5,887 | 0.17% | 0.01% | 34 | +115,276 | 1551.91% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 122,170 | 5,862 | 0.0% | 0.0% | 35 | -30,573 | -20.02% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 121,906 | 5,849 | 0.01% | 0.01% | 36 | +5,757 | 4.96% | Q1 2026 | Apr 22, 2026 |
| Axiom Financial Strategies, LLC | History | New | 113,680 | 5,454 | 1.92% | — | 37 | +113,680 | New | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 112,680 | 5,406 | 0.04% | 0.04% | 38 | +10,238 | 9.99% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 110,573 | 5,305 | 0.06% | 0.08% | 39 | -28,305 | -20.38% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 107,529 | 5,159 | 0.07% | 0.07% | 40 | +8,355 | 8.42% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 107,308 | 5,148 | 0.0% | 0.01% | 41 | -63,900 | -37.32% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 95,065 | 4,627 | 0.03% | 0.03% | 42 | +11,975 | 14.41% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 92,065 | 4,417 | 0.07% | 0.01% | 43 | +86,511 | 1557.63% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 90,152 | 4,325 | 0.11% | 0.06% | 44 | +37,857 | 72.39% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | No change | 88,895 | 4,265 | 0.1% | 0.11% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 84,773 | 4,067 | 0.03% | 0.17% | 46 | -336,879 | -79.9% | Q1 2026 | Apr 07, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 75,239 | 3,609 | 0.95% | 0.73% | 47 | +17,923 | 31.27% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 73,441 | 3,523 | 0.06% | 0.05% | 48 | +13,551 | 22.63% | Q1 2026 | Apr 22, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 68,778 | 3,299 | 0.31% | 0.58% | 49 | -60,141 | -46.65% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 65,150 | 3,166 | 0.21% | 0.5% | 50 | -89,528 | -57.88% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 64,575 | 3,098 | 0.13% | 0.11% | 51 | +4,288 | 7.11% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 58,460 | 2,804 | 0.03% | 0.09% | 52 | -110,186 | -65.34% | Q1 2026 | Apr 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 58,323 | 2,798 | 0.02% | 0.06% | 53 | -286,984 | -83.11% | Q1 2026 | Apr 29, 2026 |
| Fairman Group, LLC | History | Reduced | 58,128 | 2,788 | 2.38% | 2.3% | 54 | -990 | -1.67% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 49,979 | 2,398 | 0.08% | 0.02% | 55 | +37,370 | 296.38% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 45,717 | 2,193 | 0.23% | 0.09% | 56 | +27,472 | 150.57% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 44,710 | 2,145 | 0.08% | 0.12% | 57 | -23,457 | -34.41% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 44,487 | 2,134 | 0.01% | 0.01% | 58 | -11,640 | -20.74% | Q1 2026 | Apr 30, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 42,989 | 2,062 | 0.49% | 0.43% | 59 | +5,430 | 14.46% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 42,272 | 2,028 | 0.02% | 0.04% | 60 | -58,055 | -57.87% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 41,731 | 2,002 | 0.23% | 0.29% | 61 | -9,672 | -18.82% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | New | 41,564 | 1,994 | 0.07% | — | 62 | +41,564 | New | Q1 2026 | Apr 22, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 40,651 | 1,950 | 0.6% | 0.47% | 63 | +8,516 | 26.5% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 39,632 | 1,929 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 39,749 | 1,907 | 0.15% | 0.22% | 65 | -17,159 | -30.15% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 38,106 | 1,851 | 0.03% | 0.11% | 66 | -8,095 | -17.52% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 38,146 | 1,830 | 0.01% | 0.01% | 67 | -19,602 | -33.94% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,165 | 1,735 | 0.0% | 0.01% | 68 | -4,498 | -11.06% | Q1 2026 | Apr 30, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 31,998 | 1,535 | 0.64% | 0.63% | 69 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 30,694 | 1,472 | 0.01% | 0.01% | 70 | -6,635 | -17.77% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 30,539 | 1,465 | 0.02% | 0.02% | 71 | -290 | -0.94% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,704 | 1,425 | 0.0% | 0.0% | 72 | -29,898 | -50.16% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,244 | 1,355 | 0.0% | 0.02% | 73 | -85,073 | -75.08% | Q1 2026 | Jun 02, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 27,181 | 1,304 | 0.14% | 0.15% | 74 | -650 | -2.34% | Q1 2026 | May 12, 2026 |
| High Falls Advisors, Inc | History | No change | 25,728 | 1,252 | 0.25% | 0.25% | 75 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,600 | 1,228 | 0.0% | 0.01% | 76 | -33,166 | -56.44% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 23,858 | 1,144 | 0.01% | 0.01% | 77 | -19,997 | -45.6% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 23,702 | 1,137 | 0.09% | 0.14% | 78 | -6,263 | -20.9% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,960 | 1,101 | 0.02% | 0.02% | 79 | -466 | -1.99% | Q1 2026 | May 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 21,645 | 1,038 | 0.6% | 0.63% | 80 | -990 | -4.37% | Q1 2026 | Apr 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 21,191 | 1,034 | 0.07% | 0.11% | 81 | -9,146 | -30.15% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 21,341 | 1,023 | 0.02% | 0.03% | 82 | -294 | -1.36% | Q1 2026 | May 15, 2026 |
| Provident Wealth Management, LLC | History | Added to | 20,854 | 1,000 | 0.3% | 0.29% | 83 | +554 | 2.73% | Q1 2026 | Apr 17, 2026 |
| COFG Advisors, LLC | History | Reduced | 20,472 | 982 | 0.24% | 0.25% | 85 | -417 | -2.0% | Q1 2026 | May 11, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 20,475 | 982 | 0.56% | 0.59% | 84 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GGM Financial LLC | History | Added to | 20,345 | 976 | 0.45% | 0.31% | 86 | +7,409 | 57.27% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 20,178 | 968 | 0.06% | 0.06% | 87 | -1,634 | -7.49% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,710 | 945 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 18,885 | 906 | 0.58% | 0.36% | 89 | +8,566 | 83.01% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group | History | Reduced | 18,653 | 894 | 0.06% | 0.12% | 90 | -14,866 | -44.35% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 18,579 | 891 | 0.3% | 0.27% | 91 | +1,645 | 9.71% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 18,340 | 879 | 0.01% | — | 92 | +18,340 | New | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 18,279 | 877 | 0.04% | 0.04% | 93 | +631 | 3.58% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | Reduced | 18,101 | 868 | 0.25% | 0.42% | 94 | -14,021 | -43.65% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,917 | 859 | 0.0% | 0.0% | 95 | +3,528 | 24.52% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 17,275 | 828 | 0.16% | 0.14% | 96 | +36 | 0.21% | Q1 2026 | May 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,804 | 811 | 0.0% | 0.0% | 97 | +346 | 2.1% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,733 | 802 | 0.0% | 0.01% | 98 | +97 | 0.58% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 16,617 | 797 | 0.0% | 0.0% | 99 | -29,787 | -64.19% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 16,285 | 781 | 0.0% | 0.0% | 100 | -1,028 | -5.94% | Q1 2026 | May 08, 2026 |
| EQ LLC | History | Added to | 15,145 | 726 | 0.2% | 0.17% | 101 | +3,283 | 27.68% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 15,048 | 722 | 0.01% | 0.01% | 102 | +4,356 | 40.74% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,647 | 702 | 0.01% | 0.01% | 103 | +5,334 | 57.27% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 14,352 | 698 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | New | 14,249 | 683 | 0.01% | — | 106 | +14,249 | New | Q1 2026 | May 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 14,241 | 683 | 0.09% | 0.08% | 105 | +2,271 | 18.97% | Q1 2026 | Apr 08, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 14,115 | 677 | 0.1% | 0.11% | 107 | -699 | -4.72% | Q1 2026 | May 14, 2026 |
| Scissortail Wealth Management, LLC | History | New | 13,998 | 671 | 0.13% | — | 108 | +13,998 | New | Q1 2026 | Apr 23, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 13,910 | 667 | 0.13% | 0.1% | 109 | +4,741 | 51.71% | Q1 2026 | May 01, 2026 |
| Detalus Advisors, LLC | History | Reduced | 13,550 | 650 | 0.15% | 0.53% | 110 | -31,066 | -69.63% | Q1 2026 | Apr 22, 2026 |
| GSG Advisors LLC | History | Reduced | 13,379 | 641 | 0.17% | 0.49% | 111 | -25,835 | -65.88% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 13,358 | 640 | 0.21% | 0.19% | 112 | +2,374 | 21.61% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,243 | 635 | 0.01% | 0.01% | 113 | +1,673 | 14.46% | Q1 2026 | May 18, 2026 |
| Retirement Planning Group, LLC | History | No change | 12,525 | 600 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,352 | 592 | 0.01% | 0.01% | 115 | +33 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 11,515 | 552 | 0.12% | 0.13% | 116 | -392 | -3.29% | Q1 2026 | May 13, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 10,955 | 525 | 0.35% | 0.38% | 117 | -292 | -2.6% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,629 | 509 | 0.0% | — | 118 | +10,629 | New | Q1 2026 | May 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,538 | 505 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10,444 | 501 | 0.0% | — | 120 | +10,444 | New | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | New | 10,359 | 497 | 0.09% | — | 121 | +10,359 | New | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,053 | 482 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,962 | 477 | 0.01% | 0.03% | 123 | -24,679 | -71.24% | Q1 2026 | Apr 10, 2026 |
| Skyline Advisors, Inc. | History | Added to | 9,569 | 459 | 0.16% | 0.13% | 124 | +1,282 | 15.47% | Q1 2026 | Apr 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 9,436 | 452 | 0.09% | — | 125 | +9,436 | New | Q1 2026 | Apr 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,280 | 445 | 0.12% | 0.13% | 126 | +155 | 1.7% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,159 | 439 | 0.0% | 0.0% | 127 | +1,969 | 27.39% | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | New | 9,108 | 437 | 0.09% | — | 129 | +9,108 | New | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 9,116 | 437 | 0.02% | 0.01% | 128 | +4,286 | 88.74% | Q1 2026 | Apr 21, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 8,985 | 431 | 0.09% | 0.09% | 130 | +448 | 5.25% | Q1 2026 | Apr 06, 2026 |
| Apollon Financial, LLC | History | New | 8,933 | 428 | 0.06% | — | 131 | +8,933 | New | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,888 | 426 | 0.01% | 0.02% | 132 | -6,346 | -41.66% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,753 | 419 | 0.0% | 0.0% | 133 | -53,670 | -85.98% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 8,537 | 409 | 0.01% | — | 134 | +8,537 | New | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 8,353 | 400 | 0.04% | 0.09% | 135 | -8,471 | -50.35% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,300 | 398 | 0.0% | 0.01% | 136 | -1,039 | -11.13% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,189 | 392 | 0.0% | 0.05% | 137 | -73,706 | -90.0% | Q1 2026 | May 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 8,102 | 388 | 0.04% | 0.05% | 138 | -791 | -8.89% | Q1 2026 | Apr 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 8,053 | 386 | 0.06% | — | 139 | +8,053 | New | Q1 2026 | Apr 24, 2026 |
| NOVEM GROUP | History | New | 8,034 | 385 | 0.04% | — | 140 | +8,034 | New | Q1 2026 | Apr 10, 2026 |
| May Hill Capital, LLC | History | Reduced | 7,947 | 381 | 0.1% | 0.26% | 141 | -12,032 | -60.22% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,747 | 372 | 0.0% | 0.01% | 142 | -14,652 | -65.41% | Q1 2026 | Apr 07, 2026 |
| Foundry Financial Group, Inc. | History | No change | 7,620 | 365 | 0.18% | 0.19% | 143 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 7,549 | 362 | 0.01% | 0.02% | 144 | -2,044 | -21.31% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,392 | 360 | 0.03% | 0.04% | 145 | -3,290 | -30.8% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 7,336 | 352 | 0.0% | 0.01% | 146 | -82,150 | -91.8% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | New | 7,328 | 351 | 0.04% | — | 148 | +7,328 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,318 | 351 | 0.0% | 0.0% | 147 | -2,085 | -22.17% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 7,304 | 350 | 0.03% | 0.17% | 149 | -27,701 | -79.13% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 7,255 | 348 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KM Capital Management Ltd. | History | New | 7,043 | 342 | 0.23% | — | 151 | +7,043 | New | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 7,052 | 338 | 0.01% | 0.01% | 152 | +1,402 | 24.81% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,920 | 332 | 0.01% | — | 153 | +6,920 | New | Q1 2026 | May 14, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 6,887 | 330 | 0.08% | 0.09% | 154 | -1,425 | -17.14% | Q1 2026 | Apr 08, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,831 | 327 | 0.11% | 0.16% | 155 | -2,517 | -26.93% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,805 | 326 | 0.01% | — | 156 | +6,805 | New | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | New | 6,719 | 326 | 0.16% | — | 157 | +6,719 | New | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | New | 6,759 | 324 | 0.0% | — | 158 | +6,759 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 6,720 | 323 | 0.0% | — | 159 | +6,720 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 6,633 | 318 | 0.01% | — | 160 | +6,633 | New | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,610 | 317 | 0.01% | 0.01% | 161 | -302 | -4.37% | Q1 2026 | Apr 07, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 6,588 | 316 | 0.04% | 0.05% | 162 | -2,107 | -24.23% | Q1 2026 | May 12, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 6,504 | 312 | 0.14% | 0.16% | 163 | +55 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Ascent Group, LLC | History | Reduced | 6,498 | 311 | 0.01% | 0.1% | 164 | -52,761 | -89.03% | Q1 2026 | May 15, 2026 |
| Commerce Advisors, LLC | History | New | 6,426 | 308 | 0.26% | — | 165 | +6,426 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 6,307 | 302 | 0.01% | 0.01% | 166 | -176 | -2.71% | Q1 2026 | May 04, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 6,289 | 301 | 0.03% | — | 167 | +6,289 | New | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 6,260 | 300 | 0.03% | 0.02% | 168 | +3,164 | 102.2% | Q1 2026 | Apr 16, 2026 |
| Northside Capital Management, LLC | History | No change | 6,266 | 300 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,161 | 295 | 0.0% | 0.01% | 170 | -10,244 | -62.44% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,063 | 295 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Able Wealth Management LLC | History | New | 5,975 | 286 | 0.08% | — | 172 | +5,975 | New | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,887 | 282 | 0.02% | 0.05% | 173 | -11,970 | -67.03% | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,869 | 281 | 0.07% | 0.12% | 174 | -6,104 | -50.98% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | New | 5,720 | 274 | 0.01% | — | 175 | +5,720 | New | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 5,707 | 273 | 0.0% | 0.01% | 176 | -9,794 | -63.18% | Q1 2026 | Apr 27, 2026 |
| Intrua Financial, LLC | History | Added to | 5,570 | 267 | 0.03% | 0.03% | 177 | +343 | 6.56% | Q1 2026 | Apr 23, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 5,457 | 261 | 0.06% | 0.06% | 178 | +203 | 3.86% | Q1 2026 | Apr 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 5,346 | 255 | 0.0% | — | 179 | +5,346 | New | Q1 2026 | Apr 30, 2026 |
| Faithward Advisors, LLC | History | No change | 5,301 | 254 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,248 | 251 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Next Level Private LLC | History | New | 5,157 | 247 | 0.06% | — | 182 | +5,157 | New | Q1 2026 | Apr 23, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 5,136 | 246 | 0.19% | 0.24% | 183 | -1,090 | -17.51% | Q1 2026 | Apr 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 5,030 | 241 | 0.03% | — | 185 | +5,030 | New | Q1 2026 | May 08, 2026 |
| QTR Family Wealth, LLC | History | Added to | 4,965 | 241 | 0.1% | 0.11% | 184 | +24 | 0.49% | Q1 2026 | Apr 15, 2026 |
| EWA, LLC | History | New | 4,991 | 239 | 0.05% | — | 186 | +4,991 | New | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,970 | 238 | 0.0% | 0.0% | 187 | +712 | 16.72% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 4,959 | 237 | 0.03% | 0.04% | 188 | -388 | -7.26% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 4,913 | 235 | 0.0% | 0.0% | 189 | -396 | -7.46% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | New | 4,850 | 232 | 0.01% | — | 190 | +4,850 | New | Q1 2026 | Apr 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 4,802 | 230 | 0.15% | 0.19% | 192 | -824 | -14.65% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,745 | 230 | 0.01% | 0.01% | 191 | -19 | -0.4% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | New | 4,740 | 227 | 0.02% | — | 193 | +4,740 | New | Q1 2026 | May 06, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 4,619 | 221 | 0.01% | 0.02% | 194 | -6,697 | -59.18% | Q1 2026 | Apr 14, 2026 |
| Marion Wealth Management | History | No change | 4,505 | 216 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Futures Ltd Liability Co. | History | New | 4,207 | 201 | 0.09% | — | 196 | +4,207 | New | Q1 2026 | Apr 22, 2026 |
| YANKCOM Partnership | History | Added to | 3,840 | 184 | 0.08% | 0.06% | 197 | +936 | 32.23% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,462 | 166 | 0.01% | 0.01% | 199 | -1,321 | -27.62% | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,461 | 166 | 0.01% | 0.01% | 198 | -128 | -3.57% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 3,000 | 144 | 0.0% | — | 200 | +3,000 | New | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | Added to | 2,491 | 120 | 0.02% | 0.02% | 201 | +165 | 7.09% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,111 | 101 | 0.0% | 0.0% | 202 | +2,059 | 3959.62% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,858 | 89 | 0.07% | 0.08% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,828 | 87 | 0.0% | 0.0% | 204 | -20,815 | -91.93% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,696 | 81 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,550 | 73 | 0.0% | 0.03% | 206 | -14,135 | -90.12% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 1,465 | 70 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EASTERN BANK | History | No change | 1,459 | 70 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,143 | 54 | 0.01% | 0.1% | 209 | -15,978 | -93.32% | Q1 2026 | Apr 06, 2026 |
| BOKF, NA | History | No change | 743 | 35 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 690 | 33 | 0.0% | — | 211 | +690 | New | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 585 | 28 | 0.0% | 0.02% | 212 | -3,488 | -85.64% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 575 | 27 | 0.0% | 0.0% | 213 | -7 | -1.2% | Q1 2026 | Apr 28, 2026 |
| Team Financial Group, LLC | History | Added to | 529 | 25 | 0.01% | 0.01% | 214 | +4 | 0.76% | Q1 2026 | May 01, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 502 | 24 | 0.01% | 0.14% | 215 | -8,329 | -94.32% | Q1 2026 | May 08, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 483 | 23 | 0.0% | 0.76% | 218 | -314,034 | -99.85% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 492 | 23 | 0.0% | 0.09% | 217 | -16,666 | -97.13% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Reduced | 481 | 23 | 0.0% | 0.0% | 216 | -137 | -22.17% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 458 | 21 | 0.01% | 0.13% | 219 | -3,883 | -89.45% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 413 | 19 | 0.0% | 0.0% | 220 | +241 | 140.12% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 380 | 18 | 0.0% | 0.01% | 221 | -1,776 | -82.37% | Q1 2026 | Apr 20, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 387 | 18 | 0.02% | 0.0% | 222 | +273 | 239.47% | Q1 2026 | Apr 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 311 | 14 | 0.01% | — | 224 | +311 | New | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 309 | 14 | 0.0% | 0.0% | 223 | +24 | 8.42% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 248 | 12 | 0.0% | 0.08% | 225 | -9,747 | -97.52% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | New | 210 | 10 | 0.0% | — | 226 | +210 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 181 | 8 | 0.0% | 0.0% | 227 | +1 | 0.56% | Q1 2026 | Apr 07, 2026 |
| Park Place Capital Corp | History | New | 144 | 6 | 0.0% | — | 228 | +144 | New | Q1 2026 | Apr 09, 2026 |
| Asset Dedication, LLC | History | New | 106 | 5 | 0.0% | — | 231 | +106 | New | Q1 2026 | May 29, 2026 |
| NorthAvenue LLC | History | Added to | 106 | 5 | 0.0% | 0.0% | 230 | +1 | 0.95% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 104 | 4 | 0.0% | — | 232 | +104 | New | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 21 | 1 | 0.0% | 0.15% | 234 | -20,230 | -99.9% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 235 | +1 | 3.45% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -271,457 | -100.0% | Q1 2026 | May 11, 2026 |
| Buttonwood Financial Group, LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -76,833 | -100.0% | Q1 2026 | Apr 15, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -64,058 | -100.0% | Q1 2026 | Apr 21, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -57,191 | -100.0% | Q1 2026 | May 11, 2026 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -48,437 | -100.0% | Q1 2026 | May 06, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -46,599 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -35,110 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -33,416 | -100.0% | Q1 2026 | May 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -26,039 | -100.0% | Q1 2026 | May 04, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -22,978 | -100.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,870 | -100.0% | Q1 2026 | May 14, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -21,579 | -100.0% | Q1 2026 | May 07, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -21,310 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,111 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,608 | -100.0% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -19,398 | -100.0% | Q1 2026 | Apr 13, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,413 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,349 | -100.0% | Q1 2026 | May 05, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -16,869 | -100.0% | Q1 2026 | Apr 16, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -16,832 | -100.0% | Q1 2026 | May 11, 2026 |
| THEORY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -14,043 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,850 | -100.0% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,596 | -100.0% | Q1 2026 | Apr 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,701 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,559 | -100.0% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,234 | -100.0% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,826 | -100.0% | Q1 2026 | May 21, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,416 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,357 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,353 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Leverty Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,952 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,710 | -100.0% | Q1 2026 | May 12, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,251 | -100.0% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,956 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -7,566 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -7,464 | -100.0% | Q1 2026 | May 08, 2026 |
| BCGM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,328 | -100.0% | Q1 2026 | May 05, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,112 | -100.0% | Q1 2026 | May 04, 2026 |
| ArborFi Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -6,981 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,581 | -100.0% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,555 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,855 | -100.0% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -5,189 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,188 | -100.0% | Q1 2026 | May 01, 2026 |
| LifePlan Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,114 | -100.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,897 | -100.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,601 | -100.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,594 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,530 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,295 | -100.0% | Q1 2026 | May 11, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -4,267 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,117 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -3,262 | -100.0% | Q1 2026 | May 01, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,136 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,616 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -731 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -595 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -438 | -100.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -359 | -100.0% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -345 | -100.0% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -334 | -100.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | May 15, 2026 |