BlackRock ETF Trust - IDEF
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 | New | 44,550,002 | 1,457,676 | 0.39% | — | 1 | +44,550,002 | New | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 12,782,135 | 418,231 | 0.11% | 0.0% | 2 | +12,758,467 | 53905.98% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 4,447,701 | 145,528 | 0.01% | 0.0% | 3 | +4,444,098 | 123344.38% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | New | 4,250,401 | 139,073 | 0.37% | — | 4 | +4,250,401 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 3,945,092 | 129,083 | 0.71% | — | 5 | +3,945,092 | New | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 2,956,001 | 96,720 | 0.27% | — | 6 | +2,956,001 | New | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | New | 2,806,909 | 91,842 | 0.1% | — | 7 | +2,806,909 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,482,942 | 78,005 | 0.01% | — | 8 | +2,482,942 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | New | 2,034,240 | 66,560 | 0.01% | — | 9 | +2,034,240 | New | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 1,771,126 | 57,951 | 0.72% | — | 10 | +1,771,126 | New | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | New | 1,585,599 | 51,880 | 2.1% | — | 11 | +1,585,599 | New | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | New | 1,167,410 | 38,197 | 0.14% | — | 12 | +1,167,410 | New | Q1 2026 | Jun 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 1,139,583 | 37,287 | 0.05% | — | 13 | +1,139,583 | New | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 1,070,854 | 34,885 | 0.21% | — | 14 | +1,070,854 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 895,284 | 29,293 | 0.03% | — | 15 | +895,284 | New | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | New | 804,617 | 27,149 | 1.03% | — | 16 | +804,617 | New | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | New | 589,600 | 19,291 | 0.22% | — | 17 | +589,600 | New | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | New | 530,879 | 17,370 | 0.02% | — | 18 | +530,879 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | New | 517,044 | 16,917 | 0.03% | — | 19 | +517,044 | New | Q1 2026 | May 06, 2026 |
| Icon Wealth Advisors, LLC | History | New | 480,800 | 15,595 | 1.01% | — | 20 | +480,800 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 458,088 | 14,989 | 0.04% | 0.0% | 21 | +397,111 | 651.25% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 446,343 | 14,604 | 0.0% | 0.0% | 22 | +46,343 | 11.59% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 420,865 | 13,770 | 0.07% | — | 23 | +420,865 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 335,722 | 10,985 | 0.0% | — | 24 | +335,722 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 328,476 | 10,534 | 0.02% | — | 25 | +328,476 | New | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | New | 315,470 | 10,322 | 0.32% | — | 26 | +315,470 | New | Q1 2026 | May 05, 2026 |
| Sharkey, Howes & Javer | History | New | 311,318 | 10,186 | 1.37% | — | 27 | +311,318 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 261,268 | 8,548 | 0.07% | — | 28 | +261,268 | New | Q1 2026 | May 13, 2026 |
| PAX Financial Group, LLC | History | New | 251,872 | 8,241 | 1.41% | — | 29 | +251,872 | New | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Services | History | New | 235,248 | 7,697 | 2.26% | — | 30 | +235,248 | New | Q1 2026 | May 06, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 228,745 | 7,484 | 0.51% | — | 31 | +228,745 | New | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 207,185 | 6,779 | 0.67% | — | 32 | +207,185 | New | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | New | 205,285 | 6,716 | 0.36% | — | 33 | +205,285 | New | Q1 2026 | May 13, 2026 |
| SWMG, LLC | History | New | 201,930 | 6,607 | 1.89% | — | 34 | +201,930 | New | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 191,256 | 6,257 | 0.09% | — | 35 | +191,256 | New | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | New | 189,702 | 6,207 | 0.17% | — | 36 | +189,702 | New | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 175,847 | 5,961 | 0.01% | — | 37 | +175,847 | New | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Group LLC | History | New | 179,828 | 5,883 | 0.74% | — | 38 | +179,828 | New | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 178,822 | 5,851 | 0.23% | — | 39 | +178,822 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 176,036 | 5,764 | 0.03% | — | 40 | +176,036 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 175,232 | 5,733 | 0.33% | — | 41 | +175,232 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 171,098 | 5,598 | 0.07% | — | 42 | +171,098 | New | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | New | 164,777 | 5,551 | 0.1% | — | 43 | +164,777 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | New | 169,373 | 5,541 | 0.06% | — | 44 | +169,373 | New | Q1 2026 | Apr 16, 2026 |
| Marks Group Wealth Management, Inc | History | New | 161,230 | 5,275 | 0.51% | — | 45 | +161,230 | New | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | New | 148,835 | 4,869 | 0.06% | — | 46 | +148,835 | New | Q1 2026 | Apr 20, 2026 |
| Invst, LLC | History | New | 143,438 | 4,693 | 0.53% | — | 47 | +143,438 | New | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 141,436 | 4,627 | 0.03% | — | 48 | +141,436 | New | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 140,090 | 4,583 | 1.19% | — | 49 | +140,090 | New | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 141,061 | 4,575 | 0.08% | — | 50 | +141,061 | New | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | New | 136,550 | 4,467 | 0.04% | — | 51 | +136,550 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | New | 134,611 | 4,404 | 0.49% | — | 52 | +134,611 | New | Q1 2026 | May 01, 2026 |
| BCGM Wealth Management, LLC | History | New | 127,580 | 4,174 | 1.05% | — | 53 | +127,580 | New | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | New | 127,008 | 4,155 | 0.03% | — | 54 | +127,008 | New | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | New | 125,441 | 4,105 | 0.11% | — | 55 | +125,441 | New | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | New | 125,291 | 4,099 | 0.07% | — | 56 | +125,291 | New | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 117,963 | 3,859 | 0.01% | — | 57 | +117,963 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 109,645 | 3,693 | 0.03% | — | 58 | +109,645 | New | Q1 2026 | Apr 07, 2026 |
| Cobblestone Asset Management LLC | History | New | 109,785 | 3,592 | 1.62% | — | 59 | +109,785 | New | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 108,960 | 3,565 | 0.9% | — | 60 | +108,960 | New | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 102,663 | 3,359 | 0.11% | — | 61 | +102,663 | New | Q1 2026 | Apr 17, 2026 |
| Scarborough Advisors, LLC | History | New | 100,598 | 3,291 | 0.36% | — | 62 | +100,598 | New | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 100,139 | 3,276 | 0.04% | — | 63 | +100,139 | New | Q1 2026 | Apr 20, 2026 |
| SigFig Wealth Management, LLC | History | New | 97,437 | 3,188 | 0.09% | — | 64 | +97,437 | New | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 96,522 | 3,158 | 0.07% | — | 65 | +96,522 | New | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | New | 95,180 | 3,138 | 0.08% | — | 66 | +95,180 | New | Q1 2026 | May 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 92,066 | 3,012 | 1.71% | — | 67 | +92,066 | New | Q1 2026 | May 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 90,247 | 2,952 | 0.85% | — | 68 | +90,247 | New | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 89,625 | 2,932 | 0.37% | — | 69 | +89,625 | New | Q1 2026 | May 12, 2026 |
| True Vision MN LLC | History | New | 87,908 | 2,876 | 1.48% | — | 70 | +87,908 | New | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 81,982 | 2,682 | 0.01% | — | 71 | +81,982 | New | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | New | 80,921 | 2,647 | 0.37% | — | 72 | +80,921 | New | Q1 2026 | Apr 15, 2026 |
| Keebeck Wealth Management | History | New | 80,403 | 2,630 | 0.3% | — | 73 | +80,403 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 78,812 | 2,578 | 0.0% | 0.0% | 74 | +66,312 | 530.5% | Q1 2026 | May 15, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 78,335 | 2,563 | 1.97% | — | 75 | +78,335 | New | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | New | 77,282 | 2,528 | 0.23% | — | 76 | +77,282 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | New | 75,778 | 2,479 | 0.01% | — | 77 | +75,778 | New | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | New | 73,870 | 2,473 | 0.19% | — | 78 | +73,870 | New | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | New | 74,290 | 2,430 | 0.56% | — | 79 | +74,290 | New | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | New | 69,349 | 2,269 | 0.0% | — | 80 | +69,349 | New | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | New | 67,487 | 2,208 | 0.46% | — | 81 | +67,487 | New | Q1 2026 | Apr 09, 2026 |
| Simplicity Wealth,LLC | History | New | 65,315 | 2,137 | 0.12% | — | 82 | +65,315 | New | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | New | 63,171 | 2,066 | 0.04% | — | 83 | +63,171 | New | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | New | 62,859 | 2,056 | 0.09% | — | 84 | +62,859 | New | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | New | 61,328 | 2,006 | 0.03% | — | 85 | +61,328 | New | Q1 2026 | Apr 22, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 60,167 | 1,971 | 0.86% | — | 86 | +60,167 | New | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 59,765 | 1,955 | 1.94% | — | 87 | +59,765 | New | Q1 2026 | Apr 14, 2026 |
| Shared Vision Wealth Group LLC | History | New | 59,372 | 1,942 | 0.79% | — | 88 | +59,372 | New | Q1 2026 | May 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 59,127 | 1,934 | 0.11% | — | 89 | +59,127 | New | Q1 2026 | Apr 09, 2026 |
| Cornerstone Planning Group LLC | History | New | 55,505 | 1,843 | 0.25% | — | 90 | +55,505 | New | Q1 2026 | May 06, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 54,814 | 1,793 | 0.6% | — | 91 | +54,814 | New | Q1 2026 | May 12, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 54,564 | 1,785 | 1.48% | — | 92 | +54,564 | New | Q1 2026 | Apr 29, 2026 |
| Hoxton Planning & Management, LLC | History | New | 52,682 | 1,723 | 0.52% | — | 93 | +52,682 | New | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | New | 51,861 | 1,696 | 0.03% | — | 94 | +51,861 | New | Q1 2026 | Apr 17, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 49,929 | 1,633 | 0.83% | — | 95 | +49,929 | New | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 45,041 | 1,473 | 0.36% | 0.23% | 96 | +9,508 | 26.76% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 44,953 | 1,470 | 0.03% | — | 97 | +44,953 | New | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 44,649 | 1,460 | 0.02% | — | 98 | +44,649 | New | Q1 2026 | May 15, 2026 |
| Davis Wealth Advisors, LLC | History | New | 43,229 | 1,414 | 1.18% | — | 99 | +43,229 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,906 | 1,403 | 0.0% | 0.0% | 100 | +30,081 | 234.55% | Q1 2026 | May 12, 2026 |
| BLALOCK WILLIAMS, LLC | History | New | 42,007 | 1,374 | 1.06% | — | 101 | +42,007 | New | Q1 2026 | May 14, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 41,514 | 1,358 | 1.12% | — | 102 | +41,514 | New | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 40,736 | 1,332 | 0.52% | — | 103 | +40,736 | New | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | New | 40,066 | 1,310 | 0.35% | — | 105 | +40,066 | New | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | New | 40,037 | 1,310 | 0.0% | — | 104 | +40,037 | New | Q1 2026 | Apr 30, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 38,884 | 1,272 | 0.39% | — | 106 | +38,884 | New | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | New | 38,014 | 1,243 | 0.04% | — | 107 | +38,014 | New | Q1 2026 | Apr 07, 2026 |
| Retirement Wealth Solutions LLC | History | New | 36,152 | 1,182 | 0.75% | — | 108 | +36,152 | New | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | New | 33,831 | 1,106 | 0.0% | — | 109 | +33,831 | New | Q1 2026 | May 05, 2026 |
| Polaris Investment Advisors, LLC | History | New | 33,740 | 1,103 | 0.8% | — | 110 | +33,740 | New | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | New | 33,531 | 1,097 | 0.04% | — | 111 | +33,531 | New | Q1 2026 | May 19, 2026 |
| BCU Wealth Advisors, LLC | History | New | 31,484 | 1,030 | 0.38% | — | 112 | +31,484 | New | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 32,086 | 1,008 | 0.06% | — | 113 | +32,086 | New | Q1 2026 | Apr 24, 2026 |
| First Heartland Consultants, Inc. | History | New | 29,762 | 973 | 0.07% | — | 114 | +29,762 | New | Q1 2026 | Apr 08, 2026 |
| J.M. Arbour, LLC | History | New | 27,225 | 890 | 0.85% | — | 115 | +27,225 | New | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | New | 26,712 | 874 | 0.0% | — | 116 | +26,712 | New | Q1 2026 | May 14, 2026 |
| Capital Asset Managemnet, LLC | History | New | 26,176 | 856 | 0.96% | — | 117 | +26,176 | New | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 26,158 | 855 | 0.01% | — | 118 | +26,158 | New | Q1 2026 | May 08, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 24,761 | 810 | 0.23% | — | 119 | +24,761 | New | Q1 2026 | Apr 16, 2026 |
| Capital Investment Management, Inc. | History | New | 24,732 | 809 | 0.28% | — | 120 | +24,732 | New | Q1 2026 | Apr 22, 2026 |
| WNY Asset Management, LLC | History | New | 24,646 | 806 | 0.08% | — | 121 | +24,646 | New | Q1 2026 | May 22, 2026 |
| Sovereign Financial Group, Inc. | History | New | 23,671 | 774 | 0.13% | — | 122 | +23,671 | New | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 23,422 | 766 | 0.02% | 0.01% | 123 | +15,896 | 211.21% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | New | 23,208 | 759 | 0.01% | — | 124 | +23,208 | New | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 22,803 | 746 | 0.04% | — | 125 | +22,803 | New | Q1 2026 | Apr 20, 2026 |
| Raleigh Capital Management Inc. | History | New | 21,830 | 714 | 0.25% | — | 126 | +21,830 | New | Q1 2026 | Apr 28, 2026 |
| W ADVISORS, LLC | History | New | 21,259 | 695 | 0.36% | — | 127 | +21,259 | New | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 19,904 | 651 | 0.0% | 0.0% | 128 | +19,782 | 16214.75% | Q1 2026 | May 13, 2026 |
| Two West Capital Advisors LLC | History | New | 20,000 | 648 | 0.34% | — | 129 | +20,000 | New | Q1 2026 | May 04, 2026 |
| LEIGH BALDWIN & CO., LLC | History | New | 19,385 | 634 | 0.41% | — | 130 | +19,385 | New | Q1 2026 | May 20, 2026 |
| Accelerate Investment Advisors LLC | History | New | 18,970 | 620 | 0.41% | — | 131 | +18,970 | New | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 18,806 | 615 | 0.05% | — | 132 | +18,806 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 18,233 | 596 | 0.02% | — | 133 | +18,233 | New | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | New | 17,462 | 571 | 0.01% | — | 134 | +17,462 | New | Q1 2026 | May 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 17,285 | 565 | 0.02% | — | 135 | +17,285 | New | Q1 2026 | Apr 28, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 15,950 | 521 | 0.14% | — | 136 | +15,950 | New | Q1 2026 | Apr 09, 2026 |
| Perigon Wealth Management, LLC | History | New | 15,914 | 520 | 0.01% | — | 137 | +15,914 | New | Q1 2026 | Apr 10, 2026 |
| M Holdings Securities, Inc. | History | New | 15,411 | 513 | 0.03% | — | 138 | +15,411 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 15,539 | 508 | 0.0% | — | 139 | +15,539 | New | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 15,504 | 507 | 0.01% | — | 140 | +15,504 | New | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | New | 15,272 | 499 | 0.02% | — | 141 | +15,272 | New | Q1 2026 | May 13, 2026 |
| Alta Wealth Advisors LLC | History | New | 15,140 | 495 | 0.16% | — | 142 | +15,140 | New | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 14,863 | 486 | 0.02% | — | 143 | +14,863 | New | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | New | 14,584 | 477 | 0.27% | — | 144 | +14,584 | New | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,117 | 461 | 0.0% | — | 145 | +14,117 | New | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 13,950 | 456 | 0.03% | — | 146 | +13,950 | New | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 13,445 | 439 | 0.11% | — | 147 | +13,445 | New | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | New | 13,053 | 427 | 0.0% | — | 148 | +13,053 | New | Q1 2026 | Apr 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 12,884 | 421 | 0.03% | — | 149 | +12,884 | New | Q1 2026 | May 21, 2026 |
| Richmond Investment Services, LLC | History | New | 12,309 | 402 | 0.06% | — | 150 | +12,309 | New | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | New | 11,938 | 390 | 0.05% | — | 151 | +11,938 | New | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | New | 11,670 | 381 | 0.05% | — | 152 | +11,670 | New | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | New | 11,629 | 380 | 0.09% | — | 153 | +11,629 | New | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | New | 11,423 | 373 | 0.02% | — | 154 | +11,423 | New | Q1 2026 | Apr 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 11,142 | 364 | 0.28% | — | 155 | +11,142 | New | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 10,765 | 352 | 0.03% | — | 156 | +10,765 | New | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 10,045 | 328 | 0.08% | — | 157 | +10,045 | New | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | New | 9,595 | 313 | 0.01% | — | 158 | +9,595 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | New | 9,344 | 305 | 0.03% | — | 159 | +9,344 | New | Q1 2026 | Apr 30, 2026 |
| VestGen Investment Management | History | New | 8,979 | 293 | 0.16% | — | 160 | +8,979 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 8,791 | 287 | 0.07% | — | 161 | +8,791 | New | Q1 2026 | Apr 17, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 8,478 | 277 | 0.17% | — | 162 | +8,478 | New | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,413 | 275 | 0.0% | — | 163 | +8,413 | New | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 8,331 | 272 | 0.01% | — | 164 | +8,331 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 8,293 | 271 | 0.01% | — | 165 | +8,293 | New | Q1 2026 | Apr 21, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 8,122 | 265 | 0.08% | — | 166 | +8,122 | New | Q1 2026 | Apr 15, 2026 |
| Cadia Private Client LLC | History | New | 8,104 | 265 | 0.22% | — | 167 | +8,104 | New | Q1 2026 | May 20, 2026 |
| Cape Investment Advisory, Inc. | History | New | 7,985 | 261 | 0.09% | — | 168 | +7,985 | New | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 7,870 | 260 | 0.04% | — | 169 | +7,870 | New | Q1 2026 | Apr 28, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 7,928 | 259 | 0.09% | — | 170 | +7,928 | New | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | New | 7,639 | 249 | 0.0% | — | 171 | +7,639 | New | Q1 2026 | May 14, 2026 |
| EFG International AG | History | New | 7,590 | 248 | 0.01% | — | 173 | +7,590 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,582 | 248 | 0.02% | — | 172 | +7,582 | New | Q1 2026 | Apr 17, 2026 |
| RCS Financial Planning, LLC | History | New | 7,327 | 239 | 0.12% | — | 174 | +7,327 | New | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 7,300 | 238 | 0.01% | — | 176 | +7,300 | New | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | New | 7,298 | 238 | 0.05% | — | 175 | +7,298 | New | Q1 2026 | May 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | New | 7,265 | 237 | 0.43% | — | 177 | +7,265 | New | Q1 2026 | Apr 14, 2026 |
| Kelly Financial Services LLC | History | New | 7,210 | 235 | 0.06% | — | 178 | +7,210 | New | Q1 2026 | Apr 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 7,055 | 230 | 0.1% | — | 179 | +7,055 | New | Q1 2026 | May 27, 2026 |
| SEEDS INVESTOR LLC | History | New | 6,541 | 228 | 0.03% | — | 180 | +6,541 | New | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 6,867 | 224 | 0.18% | — | 181 | +6,867 | New | Q1 2026 | Apr 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 6,663 | 218 | 0.01% | — | 182 | +6,663 | New | Q1 2026 | May 15, 2026 |
| Atlatl Advisers LLC | History | New | 6,350 | 207 | 0.15% | — | 183 | +6,350 | New | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6,088 | 199 | 0.0% | — | 184 | +6,088 | New | Q1 2026 | May 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 3,865 | 125 | 0.15% | — | 186 | +3,865 | New | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | New | 3,828 | 125 | 0.0% | — | 185 | +3,828 | New | Q1 2026 | May 13, 2026 |
| New Republic Capital, LLC | History | New | 3,191 | 104 | 0.04% | — | 187 | +3,191 | New | Q1 2026 | May 01, 2026 |
| Capital Advisor Network LLC | History | New | 2,750 | 89 | 0.1% | — | 188 | +2,750 | New | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,150 | 72 | 0.0% | — | 189 | +2,150 | New | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,114 | 69 | 0.02% | — | 190 | +2,114 | New | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | New | 1,548 | 50 | 0.0% | — | 191 | +1,548 | New | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,498 | 49 | 0.01% | — | 192 | +1,498 | New | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,384 | 45 | 0.0% | — | 193 | +1,384 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,210 | 38 | 0.0% | — | 194 | +1,210 | New | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | New | 942 | 30 | 0.01% | — | 195 | +942 | New | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | New | 875 | 28 | 0.01% | — | 197 | +875 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 866 | 28 | 0.0% | — | 196 | +866 | New | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 628 | 20 | 0.0% | — | 198 | +628 | New | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | New | 575 | 18 | 0.01% | — | 199 | +575 | New | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | New | 516 | 16 | 0.01% | — | 200 | +516 | New | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | New | 368 | 12 | 0.01% | — | 201 | +368 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 312 | 10 | 0.0% | — | 202 | +312 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | New | 285 | 9 | 0.0% | — | 203 | +285 | New | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | New | 279 | 9 | 0.0% | — | 204 | +279 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | New | 263 | 8 | 0.0% | — | 205 | +263 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 241 | 7 | 0.0% | — | 207 | +241 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 226 | 7 | 0.0% | — | 206 | +226 | New | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 208 | 6 | 0.0% | — | 208 | +208 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 183 | 6 | 0.0% | — | 209 | +183 | New | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | New | 168 | 5 | 0.0% | — | 210 | +168 | New | Q1 2026 | May 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 125 | 4 | 0.0% | — | 211 | +125 | New | Q1 2026 | Apr 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 124 | 4 | 0.0% | — | 213 | +124 | New | Q1 2026 | Apr 21, 2026 |
| American Capital Advisory, LLC | History | No change | 142 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 78 | 2 | 0.0% | — | 215 | +78 | New | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 84 | 2 | 0.0% | 0.0% | 214 | +30 | 55.56% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | New | 61 | 1 | 0.0% | — | 217 | +61 | New | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | New | 49 | 1 | 0.0% | — | 216 | +49 | New | Q1 2026 | May 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 41 | 1 | 0.0% | — | 218 | +41 | New | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,676 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 06, 2026 |
| NBC SECURITIES, INC. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 14, 2026 |