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 | No change | 3,921,776 | 95,103 | 0.71% | 0.71% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,896,977 | 70,251 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,674,126 | 64,847 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 2,463,671 | 59,744 | 0.4% | 0.4% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,861,458 | 45,140 | 0.42% | 0.42% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,948,707 | 44,605 | 0.66% | 0.79% | 6 | -180,925 | -8.5% | Q3 2026 | Oct 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,567,198 | 35,873 | 0.4% | 0.39% | 7 | +212,202 | 15.66% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | No change | 1,132,001 | 27,451 | 0.72% | 0.72% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 507,001 | 12,294 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Merit Financial Group, LLC | History | No change | 481,235 | 11,669 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 463,889 | 10,618 | 0.01% | 0.03% | 11 | -502,025 | -51.97% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 387,172 | 9,388 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 353,101 | 8,082 | 0.07% | — | 13 | +353,101 | New | Q3 2026 | Oct 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 350,140 | 8,014 | 0.73% | 0.17% | 14 | +274,773 | 364.58% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 329,844 | 7,999 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 304,042 | 6,959 | 0.33% | 0.45% | 16 | -87,134 | -22.27% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 277,765 | 6,735 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 265,247 | 6,071 | 0.69% | 0.77% | 18 | -8,775 | -3.2% | Q3 2026 | Oct 16, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 241,673 | 5,531 | 1.15% | 1.16% | 19 | +16,299 | 7.23% | Q3 2026 | Nov 02, 2026 |
| Skyline Advisors, Inc. | History | Added to | 240,018 | 5,494 | 1.71% | 1.77% | 20 | +7,098 | 3.05% | Q3 2026 | Nov 03, 2026 |
| Advisory Resource Group | History | Added to | 224,820 | 5,146 | 0.74% | 0.64% | 21 | +50,094 | 28.67% | Q3 2026 | Oct 26, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 190,432 | 4,358 | 2.32% | 3.11% | 22 | -53,774 | -22.02% | Q3 2026 | Oct 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 189,572 | 4,339 | 0.22% | 0.18% | 23 | +46,952 | 32.92% | Q3 2026 | Oct 16, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | New | 180,578 | 4,133 | 0.99% | — | 24 | +180,578 | New | Q3 2026 | Oct 20, 2026 |
| Elevated Financial Group LLC | History | New | 176,728 | 4,045 | 1.13% | — | 25 | +176,728 | New | Q3 2026 | Oct 16, 2026 |
| Summit Financial, LLC | History | No change | 166,220 | 4,030 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 173,896 | 3,980 | 1.25% | 1.21% | 27 | +28,174 | 19.33% | Q3 2026 | Oct 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 170,000 | 3,891 | 1.57% | 1.68% | 28 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 142,128 | 3,446 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frisch Financial Group, Inc. | History | No change | 129,128 | 3,131 | 0.54% | 0.54% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 122,259 | 2,964 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 118,585 | 2,714 | 2.31% | 2.32% | 32 | +5,699 | 5.05% | Q3 2026 | Oct 15, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 115,230 | 2,680 | 0.04% | 0.02% | 33 | +55,989 | 94.51% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 115,230 | 2,680 | 0.04% | 0.02% | 34 | +55,989 | 94.51% | Q3 2026 | Oct 20, 2026 |
| NOVEM GROUP | History | Added to | 114,630 | 2,623 | 0.26% | 0.15% | 35 | +52,553 | 84.66% | Q3 2026 | Oct 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 112,833 | 2,582 | 0.04% | 0.04% | 36 | +4,766 | 4.41% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 105,011 | 2,546 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 100,098 | 2,291 | 0.71% | 0.88% | 38 | -15,854 | -13.67% | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 83,562 | 2,026 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 83,177 | 2,017 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,580 | 2,004 | 0.01% | 0.0% | 41 | +78,887 | 907.48% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 80,965 | 1,963 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 80,637 | 1,955 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 77,329 | 1,770 | 0.18% | 0.03% | 44 | +66,658 | 624.66% | Q3 2026 | Oct 19, 2026 |
| Lansing Street Advisors | History | No change | 72,546 | 1,759 | 0.37% | 0.37% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gray Private Wealth, LLC | History | New | 74,069 | 1,695 | 0.69% | — | 46 | +74,069 | New | Q3 2026 | Oct 28, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 66,878 | 1,621 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 64,428 | 1,562 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Intrua Financial, LLC | History | Added to | 66,716 | 1,527 | 0.14% | 0.14% | 49 | +4,550 | 7.32% | Q3 2026 | Oct 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 65,184 | 1,492 | 0.07% | 0.1% | 50 | -25,783 | -28.34% | Q3 2026 | Oct 16, 2026 |
| Apella Capital, LLC | History | Added to | 64,314 | 1,467 | 0.02% | 0.02% | 51 | +829 | 1.31% | Q3 2026 | Oct 08, 2026 |
| LongView Wealth Management | History | Reduced | 58,311 | 1,334 | 0.32% | 0.37% | 52 | -1,325 | -2.22% | Q3 2026 | Oct 19, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 58,013 | 1,327 | 0.14% | 0.14% | 53 | +8,550 | 17.29% | Q3 2026 | Oct 13, 2026 |
| RTD Financial Advisors, Inc. | History | New | 56,304 | 1,288 | 0.14% | — | 54 | +56,304 | New | Q3 2026 | Oct 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 50,807 | 1,232 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 48,091 | 1,166 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 50,453 | 1,154 | 0.28% | 0.29% | 57 | +527 | 1.06% | Q3 2026 | Nov 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 48,875 | 1,118 | 0.03% | 0.04% | 58 | -14,085 | -22.37% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 43,113 | 1,045 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SimpliFi, Inc. | History | Added to | 45,243 | 1,035 | 0.42% | 0.43% | 60 | +387 | 0.86% | Q3 2026 | Oct 27, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 40,454 | 981 | 0.54% | 0.54% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 40,496 | 926 | 0.09% | 0.09% | 62 | +2,564 | 6.76% | Q3 2026 | Oct 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 37,937 | 910 | 0.48% | 0.48% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 39,253 | 899 | 0.0% | 0.0% | 64 | +4,405 | 12.64% | Q3 2026 | Nov 02, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 38,780 | 887 | 0.28% | 0.3% | 65 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PEOPLES BANK /OH | History | New | 38,002 | 869 | 0.4% | — | 66 | +38,002 | New | Q3 2026 | Oct 26, 2026 |
| IMA Advisory Services, Inc. | History | No change | 35,653 | 864 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 34,083 | 826 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 32,619 | 747 | 0.0% | 0.0% | 69 | +2,989 | 10.09% | Q3 2026 | Oct 26, 2026 |
| Capital Planning LLC | History | New | 32,046 | 733 | 0.19% | — | 70 | +32,046 | New | Q3 2026 | Oct 09, 2026 |
| Focus Partners Wealth | History | No change | 29,086 | 705 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 30,777 | 704 | 0.13% | 0.18% | 72 | -8,803 | -22.24% | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 28,302 | 653 | 0.03% | 0.02% | 73 | +11,183 | 65.33% | Q3 2026 | Oct 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 28,452 | 651 | 0.03% | 0.03% | 74 | +2,698 | 10.48% | Q3 2026 | Oct 28, 2026 |
| Atwater Malick LLC | History | Added to | 28,307 | 647 | 0.14% | 0.11% | 75 | +6,970 | 32.67% | Q3 2026 | Oct 15, 2026 |
| Sigma Planning Corp | History | Reduced | 27,817 | 636 | 0.02% | 0.02% | 76 | -993 | -3.45% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,554 | 630 | 0.0% | 0.0% | 77 | +10,166 | 58.47% | Q3 2026 | Oct 30, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 25,311 | 613 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Retirement, LLC | History | No change | 24,793 | 597 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 23,933 | 547 | 0.04% | 0.02% | 80 | +12,871 | 116.35% | Q3 2026 | Oct 20, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 20,804 | 504 | 0.3% | 0.3% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 21,606 | 494 | 0.01% | 0.0% | 82 | +7,000 | 47.93% | Q3 2026 | Oct 23, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 20,027 | 458 | 0.05% | 0.05% | 83 | +34 | 0.17% | Q3 2026 | Nov 03, 2026 |
| Syverson Strege & Co | History | No change | 19,822 | 453 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 18,107 | 414 | 0.06% | 0.03% | 85 | +9,107 | 101.19% | Q3 2026 | Oct 22, 2026 |
| Winthrop Advisory Group LLC | History | New | 17,708 | 405 | 0.03% | — | 86 | +17,708 | New | Q3 2026 | Oct 22, 2026 |
| Urban Wealth Management, LLC | History | New | 17,181 | 393 | 0.35% | — | 87 | +17,181 | New | Q3 2026 | Oct 21, 2026 |
| Objective Capital Management, LLC | History | Added to | 16,500 | 377 | 0.34% | 0.33% | 88 | +1,200 | 7.84% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 15,810 | 361 | 0.02% | — | 89 | +15,810 | New | Q3 2026 | Oct 21, 2026 |
| McNaughton Wealth Management, LLC | History | New | 15,529 | 355 | 0.12% | — | 90 | +15,529 | New | Q3 2026 | Oct 08, 2026 |
| SAXON INTERESTS, INC. | History | New | 15,375 | 351 | 0.12% | — | 91 | +15,375 | New | Q3 2026 | Oct 26, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 15,253 | 349 | 0.04% | 0.04% | 92 | -165 | -1.07% | Q3 2026 | Nov 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,930 | 313 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,684 | 307 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,299 | 304 | 0.01% | 0.01% | 95 | -1,362 | -9.29% | Q3 2026 | Oct 05, 2026 |
| Quantinno Capital Management LP | History | No change | 12,523 | 303 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIAWEALTH, LLC | History | No change | 12,234 | 296 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,198 | 295 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trajan Wealth LLC | History | No change | 12,030 | 291 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,855 | 287 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Daviman Financial, LLC | History | No change | 11,284 | 273 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,969 | 265 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFO4Life Group, LLC | History | No change | 10,783 | 261 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,758 | 260 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,260 | 257 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 11,021 | 252 | 0.03% | — | 108 | +11,021 | New | Q3 2026 | Oct 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 11,045 | 252 | 0.0% | 0.0% | 106 | +1,150 | 11.62% | Q3 2026 | Oct 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,430 | 252 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,745 | 245 | 0.01% | — | 109 | +10,745 | New | Q3 2026 | Oct 21, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 10,495 | 240 | 0.3% | 0.31% | 110 | +89 | 0.86% | Q3 2026 | Oct 22, 2026 |
| ERn Financial, LLC | History | Added to | 9,884 | 226 | 0.04% | 0.04% | 111 | +684 | 7.43% | Q3 2026 | Oct 28, 2026 |
| Chatterton & Associates Inc. | History | No change | 9,115 | 219 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 8,865 | 214 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,990 | 205 | 0.0% | 0.0% | 114 | -409 | -4.35% | Q3 2026 | Oct 13, 2026 |
| PlanVest Financial, Inc | History | No change | 6,855 | 166 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 7,235 | 165 | 0.01% | — | 116 | +7,235 | New | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,140 | 140 | 0.0% | 0.0% | 117 | -1,335 | -17.86% | Q3 2026 | Nov 03, 2026 |
| Elequin Capital, LP | History | No change | 5,425 | 131 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 5,004 | 121 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,010 | 121 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 4,300 | 104 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,517 | 85 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 3,362 | 81 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,412 | 78 | 0.0% | 0.04% | 124 | -228,927 | -98.53% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | No change | 2,633 | 60 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 2,139 | 51 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,956 | 47 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | No change | 1,590 | 38 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,500 | 36 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| IFG Advisory, LLC | History | No change | 1,515 | 36 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,500 | 36 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,402 | 32 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 845 | 20 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clayton Financial Group LLC | History | New | 838 | 19 | 0.01% | — | 134 | +838 | New | Q3 2026 | Oct 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 701 | 16 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | New | 364 | 8 | 0.0% | — | 136 | +364 | New | Q3 2026 | Oct 21, 2026 |
| Capital Analysts, LLC | History | No change | 290 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 146 | 3 | 0.0% | — | 138 | +146 | New | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | New | 105 | 2 | 0.0% | — | 139 | +105 | New | Q3 2026 | Oct 16, 2026 |
| Signature Equity Partners, LLC | History | Added to | 77 | 1 | 0.0% | 0.0% | 140 | +1 | 1.32% | Q3 2026 | Oct 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -25,132 | -100.0% | Q3 2026 | Oct 06, 2026 |
| Fairvoy Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,461 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Apollon Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,460 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,355 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |