BlackRock ETF Trust II - INMU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | Added to | 3,921,776 | 95,103 | 0.71% | 0.69% | 1 | +631,525 | 19.19% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 2,896,977 | 70,251 | 0.02% | 0.02% | 2 | +369,289 | 14.61% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,674,126 | 64,847 | 0.0% | 0.0% | 3 | +381,693 | 16.65% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 2,463,671 | 59,744 | 0.4% | 1.46% | 4 | +306,067 | 14.19% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,129,632 | 51,643 | 0.79% | 0.82% | 5 | +258,386 | 13.81% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,861,458 | 45,140 | 0.42% | 0.54% | 6 | -179,333 | -8.79% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,354,996 | 32,858 | 0.39% | 0.37% | 7 | +270,567 | 24.95% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | Added to | 1,132,001 | 27,451 | 0.72% | 0.76% | 8 | +137,249 | 13.8% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 965,914 | 23,423 | 0.03% | 0.03% | 9 | +145,564 | 17.74% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 507,001 | 12,294 | 0.0% | 0.0% | 10 | -98,562 | -16.28% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 481,235 | 11,669 | 0.07% | 0.04% | 11 | +228,297 | 90.26% | Q2 2026 | Jul 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 391,176 | 9,486 | 0.45% | 0.64% | 12 | -118,165 | -23.2% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 387,172 | 9,388 | 0.01% | 0.01% | 13 | +50,359 | 14.95% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 329,844 | 7,999 | 0.02% | — | 14 | +329,844 | New | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 277,765 | 6,735 | 0.01% | 0.01% | 15 | +70,931 | 34.29% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 274,022 | 6,645 | 0.77% | 0.56% | 16 | +105,142 | 62.26% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 244,206 | 5,920 | 3.11% | 3.5% | 17 | -37,676 | -13.37% | Q2 2026 | Jul 21, 2026 |
| Skyline Advisors, Inc. | History | Added to | 232,920 | 5,648 | 1.77% | 1.03% | 18 | +108,997 | 87.96% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 232,339 | 5,634 | 0.04% | 0.0% | 19 | +231,305 | 22369.92% | Q2 2026 | Jul 17, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 225,374 | 5,465 | 1.16% | 1.29% | 20 | -3,990 | -1.74% | Q2 2026 | Aug 04, 2026 |
| Advisory Resource Group | History | Added to | 174,726 | 4,237 | 0.64% | 0.66% | 21 | +13,498 | 8.37% | Q2 2026 | Jul 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 170,000 | 4,122 | 1.68% | 1.78% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | New | 166,220 | 4,030 | 0.04% | — | 23 | +166,220 | New | Q2 2026 | Aug 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 145,722 | 3,533 | 1.21% | 1.29% | 24 | +17,887 | 13.99% | Q2 2026 | Jul 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 142,620 | 3,458 | 0.18% | 0.19% | 25 | +2,351 | 1.68% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 142,128 | 3,446 | 0.01% | 0.0% | 26 | +85,750 | 152.1% | Q2 2026 | Aug 12, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 129,128 | 3,131 | 0.54% | 0.64% | 27 | +132 | 0.1% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 122,259 | 2,964 | 0.06% | 0.07% | 28 | +1,433 | 1.19% | Q2 2026 | Aug 06, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 115,952 | 2,811 | 0.88% | 0.87% | 29 | +14,738 | 14.56% | Q2 2026 | Jul 17, 2026 |
| TrustWell Financial Advisors, LLC | History | New | 112,886 | 2,737 | 2.32% | — | 30 | +112,886 | New | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 108,067 | 2,620 | 0.04% | 0.04% | 31 | +19,119 | 21.49% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 105,011 | 2,546 | 0.01% | 0.01% | 32 | +24,898 | 31.08% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 90,967 | 2,205 | 0.1% | 0.11% | 33 | +3,018 | 3.43% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 83,562 | 2,026 | 0.0% | 0.0% | 34 | -163,654 | -66.2% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 83,177 | 2,017 | 0.0% | 0.0% | 35 | +83 | 0.1% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 80,965 | 1,963 | 0.0% | 0.0% | 36 | -1,991 | -2.4% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 80,637 | 1,955 | 0.04% | 0.03% | 37 | +21,183 | 35.63% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 75,367 | 1,827 | 0.17% | 0.02% | 38 | +69,369 | 1156.54% | Q2 2026 | Jul 22, 2026 |
| Lansing Street Advisors | History | Added to | 72,546 | 1,759 | 0.37% | 0.42% | 39 | +2,256 | 3.21% | Q2 2026 | Jul 24, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 66,878 | 1,621 | 0.14% | 0.02% | 40 | +56,717 | 558.18% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 64,428 | 1,562 | 0.0% | 0.0% | 41 | -5,206 | -7.48% | Q2 2026 | Sep 02, 2026 |
| Apella Capital, LLC | History | Added to | 63,485 | 1,534 | 0.02% | 0.02% | 42 | +6,507 | 11.42% | Q2 2026 | Jul 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 62,960 | 1,526 | 0.04% | 0.04% | 43 | +5,630 | 9.82% | Q2 2026 | Jul 07, 2026 |
| Intrua Financial, LLC | History | Added to | 62,166 | 1,507 | 0.14% | 0.14% | 44 | +5,769 | 10.23% | Q2 2026 | Jul 24, 2026 |
| NOVEM GROUP | History | Added to | 62,077 | 1,505 | 0.15% | 0.05% | 45 | +42,587 | 218.51% | Q2 2026 | Jul 21, 2026 |
| LongView Wealth Management | History | Added to | 59,636 | 1,446 | 0.37% | 0.36% | 46 | +738 | 1.25% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 59,241 | 1,412 | 0.02% | — | 47 | +59,241 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 59,241 | 1,412 | 0.02% | — | 48 | +59,241 | New | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 50,807 | 1,232 | 0.0% | — | 49 | +50,807 | New | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 49,926 | 1,210 | 0.29% | 0.32% | 50 | +20 | 0.04% | Q2 2026 | Aug 10, 2026 |
| Financial Connections Group, Inc. | History | No change | 50,552 | 1,208 | 0.42% | 0.42% | 51 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, INC/SD | History | New | 49,463 | 1,199 | 0.14% | — | 52 | +49,463 | New | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | New | 48,091 | 1,166 | 0.0% | — | 53 | +48,091 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 46,795 | 1,118 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SimpliFi, Inc. | History | Added to | 44,856 | 1,087 | 0.43% | 0.45% | 55 | +369 | 0.83% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | Reduced | 43,113 | 1,045 | 0.0% | 0.01% | 56 | -47 | -0.11% | Q2 2026 | Aug 14, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 40,454 | 981 | 0.54% | 0.41% | 57 | +14,871 | 58.13% | Q2 2026 | Aug 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 39,580 | 959 | 0.18% | 0.2% | 58 | -165 | -0.42% | Q2 2026 | Aug 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 38,780 | 940 | 0.3% | 0.35% | 59 | -2,687 | -6.48% | Q2 2026 | Aug 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 37,932 | 919 | 0.09% | — | 60 | +37,932 | New | Q2 2026 | Jul 09, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 37,937 | 910 | 0.48% | 0.35% | 61 | +13,077 | 52.6% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | New | 35,653 | 864 | 0.05% | — | 62 | +35,653 | New | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 34,848 | 845 | 0.0% | 0.0% | 63 | +5,995 | 20.78% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | New | 34,083 | 826 | 0.0% | — | 64 | +34,083 | New | Q2 2026 | Jul 27, 2026 |
| Contango Wealth Management LLC | History | No change | 32,214 | 770 | 0.9% | 0.9% | 65 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 29,630 | 719 | 0.0% | 0.01% | 66 | -13,546 | -31.37% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | Reduced | 29,086 | 705 | 0.0% | 0.0% | 67 | -923 | -3.08% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Added to | 28,810 | 698 | 0.02% | 0.01% | 68 | +15,054 | 109.44% | Q2 2026 | Aug 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 25,754 | 624 | 0.03% | — | 69 | +25,754 | New | Q2 2026 | Jul 24, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 25,311 | 613 | 0.05% | 0.04% | 70 | +8,059 | 46.71% | Q2 2026 | Aug 11, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | New | 25,132 | 605 | 0.24% | — | 71 | +25,132 | New | Q2 2026 | Jul 15, 2026 |
| Wealthspire Retirement, LLC | History | New | 24,793 | 597 | 0.03% | — | 72 | +24,793 | New | Q2 2026 | Aug 12, 2026 |
| Atwater Malick LLC | History | New | 21,337 | 517 | 0.11% | — | 73 | +21,337 | New | Q2 2026 | Jul 27, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 20,804 | 504 | 0.3% | 0.48% | 74 | -5,777 | -21.73% | Q2 2026 | Aug 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 19,993 | 484 | 0.05% | 0.06% | 75 | +32 | 0.16% | Q2 2026 | Aug 10, 2026 |
| Syverson Strege & Co | History | No change | 19,822 | 480 | 0.1% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,388 | 421 | 0.0% | 0.0% | 77 | -11,924 | -40.68% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 17,119 | 415 | 0.02% | 0.0% | 78 | +15,621 | 1042.79% | Q2 2026 | Jul 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 17,034 | 407 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 15,418 | 373 | 0.04% | 0.04% | 80 | -100 | -0.64% | Q2 2026 | Jul 24, 2026 |
| Objective Capital Management, LLC | History | Added to | 15,300 | 371 | 0.33% | 0.36% | 81 | +300 | 2.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 14,661 | 355 | 0.01% | 0.01% | 82 | -404 | -2.68% | Q2 2026 | Jul 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,606 | 354 | 0.0% | 0.0% | 83 | +2,200 | 17.73% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,930 | 313 | 0.0% | 0.0% | 84 | +81 | 0.63% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 12,684 | 307 | 0.0% | — | 85 | +12,684 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 12,523 | 303 | 0.0% | — | 86 | +12,523 | New | Q2 2026 | Aug 13, 2026 |
| VIAWEALTH, LLC | History | Added to | 12,234 | 296 | 0.15% | 0.16% | 87 | +100 | 0.82% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | New | 12,198 | 295 | 0.0% | — | 88 | +12,198 | New | Q2 2026 | Aug 17, 2026 |
| Trajan Wealth LLC | History | New | 12,030 | 291 | 0.01% | — | 89 | +12,030 | New | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,855 | 287 | 0.0% | 0.0% | 90 | +642 | 5.73% | Q2 2026 | Aug 04, 2026 |
| Daviman Financial, LLC | History | New | 11,284 | 273 | 0.15% | — | 92 | +11,284 | New | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,260 | 273 | 0.0% | — | 91 | +11,260 | New | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,062 | 268 | 0.02% | 0.01% | 93 | +6,284 | 131.52% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 10,969 | 265 | 0.0% | — | 94 | +10,969 | New | Q2 2026 | Aug 12, 2026 |
| CFO4Life Group, LLC | History | New | 10,783 | 261 | 0.04% | — | 95 | +10,783 | New | Q2 2026 | Aug 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,758 | 260 | 0.06% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | Added to | 10,671 | 258 | 0.03% | 0.03% | 97 | +1,533 | 16.78% | Q2 2026 | Jul 23, 2026 |
| Charis Legacy Partners, LLC | History | New | 10,406 | 252 | 0.31% | — | 99 | +10,406 | New | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,430 | 252 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,895 | 239 | 0.0% | 0.0% | 100 | +89 | 0.91% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,399 | 226 | 0.0% | — | 101 | +9,399 | New | Q2 2026 | Jul 15, 2026 |
| ERn Financial, LLC | History | New | 9,200 | 223 | 0.04% | — | 102 | +9,200 | New | Q2 2026 | Jul 23, 2026 |
| Chatterton & Associates Inc. | History | No change | 9,115 | 219 | 0.13% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 9,000 | 218 | 0.03% | — | 104 | +9,000 | New | Q2 2026 | Jul 24, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,865 | 214 | 0.01% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,693 | 210 | 0.0% | — | 106 | +8,693 | New | Q2 2026 | Jul 28, 2026 |
| Apollon Financial, LLC | History | New | 8,460 | 205 | 0.02% | — | 108 | +8,460 | New | Q2 2026 | Jul 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 8,461 | 205 | 0.04% | 0.05% | 107 | +82 | 0.98% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 8,355 | 202 | 0.01% | — | 109 | +8,355 | New | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | New | 7,475 | 181 | 0.0% | — | 110 | +7,475 | New | Q2 2026 | Aug 05, 2026 |
| PlanVest Financial, Inc | History | New | 6,855 | 166 | 0.11% | — | 111 | +6,855 | New | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | New | 5,425 | 131 | 0.0% | — | 112 | +5,425 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,010 | 121 | 0.0% | 0.0% | 114 | +4,898 | 4373.21% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 5,004 | 121 | 0.0% | 0.0% | 113 | +1,305 | 35.28% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 4,300 | 104 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 3,517 | 85 | 0.0% | — | 116 | +3,517 | New | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Reduced | 3,362 | 81 | 0.0% | 0.0% | 117 | -130 | -3.72% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,633 | 63 | 0.0% | 0.0% | 118 | -252 | -8.73% | Q2 2026 | Jul 21, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 2,139 | 51 | 0.0% | — | 119 | +2,139 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,956 | 47 | 0.0% | — | 120 | +1,956 | New | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | Added to | 1,590 | 38 | 0.01% | 0.01% | 121 | +80 | 5.3% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 1,515 | 36 | 0.0% | — | 122 | +1,515 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,402 | 33 | 0.01% | 0.0% | 123 | +801 | 133.28% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 845 | 20 | 0.0% | — | 124 | +845 | New | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 701 | 16 | 0.0% | 0.0% | 125 | -384 | -35.39% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Added to | 290 | 7 | 0.0% | 0.0% | 126 | +140 | 93.33% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 76 | 1 | 0.0% | 0.0% | 127 | -39 | -33.91% | Q2 2026 | Jul 30, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -68,395 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,572 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,559 | -100.0% | Q2 2026 | Jul 16, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -9,495 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,086 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Security Financial Services, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,993 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,302 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,342 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,425 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -986 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -942 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |