iSHARES TRUST - KXI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 7,262,318 | 490,424 | 0.15% | 0.15% | 1 | +583,894 | 8.74% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | Reduced | 1,445,672 | 97,626 | 0.0% | 0.0% | 2 | -52,398 | -3.5% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 340,051 | 22,963 | 0.0% | 0.0% | 3 | +13,116 | 4.01% | Q2 2026 | Aug 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 260,487 | 17,455 | 1.08% | 1.08% | 4 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LPL Financial LLC | History | Added to | 102,663 | 6,932 | 0.0% | 0.0% | 5 | +17,459 | 20.49% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 96,787 | 6,536 | 0.0% | 0.0% | 6 | -2,252 | -2.27% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 92,761 | 6,264 | 0.0% | 0.0% | 7 | +4,828 | 5.49% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | Added to | 86,518 | 5,842 | 0.04% | 0.04% | 8 | +8,802 | 11.33% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 70,737 | 4,776 | 0.0% | 0.0% | 9 | +2,933 | 4.33% | Q2 2026 | Aug 14, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 64,610 | 4,379 | 0.48% | 0.52% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Reduced | 56,554 | 3,819 | 0.0% | 0.0% | 11 | -1,473 | -2.54% | Q2 2026 | Aug 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 54,033 | 3,648 | 2.12% | 3.11% | 12 | +5,303 | 10.88% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,691 | 3,355 | 0.0% | 0.0% | 13 | +942 | 1.93% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 47,531 | 3,209 | 0.01% | 0.02% | 14 | -55,647 | -53.93% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 46,612 | 3,147 | 0.0% | 0.0% | 15 | +11,691 | 33.48% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 42,147 | 2,846 | 0.06% | 0.01% | 16 | +36,641 | 665.47% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 33,858 | 2,287 | 0.0% | 0.0% | 17 | -874 | -2.52% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,923 | 2,156 | 0.0% | 0.0% | 18 | -821 | -2.51% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,274 | 2,044 | 0.0% | 0.0% | 19 | -2,059 | -6.37% | Q2 2026 | Jul 29, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 26,415 | 1,783 | 1.2% | 1.25% | 20 | +2,982 | 12.73% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 26,231 | 1,771 | 0.0% | 0.0% | 21 | +111 | 0.42% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,728 | 1,332 | 0.0% | 0.0% | 22 | -16,385 | -45.37% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,365 | 1,240 | 0.0% | 0.0% | 23 | -16,504 | -47.33% | Q2 2026 | Jul 28, 2026 |
| Y.D. More Investments Ltd | History | No change | 17,500 | 1,181 | 0.04% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 17,098 | 1,154 | 0.07% | 0.07% | 25 | +1,727 | 11.24% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,075 | 1,085 | 0.0% | 0.0% | 26 | +652 | 4.23% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,112 | 952 | 0.02% | 0.02% | 27 | -1,934 | -12.05% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 13,154 | 888 | 0.0% | — | 28 | +13,154 | New | Q2 2026 | Aug 18, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 12,998 | 877 | 0.05% | 0.05% | 29 | -854 | -6.17% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,516 | 845 | 0.0% | 0.0% | 30 | +874 | 7.51% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,584 | 782 | 0.02% | 0.03% | 31 | +737 | 6.79% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,592 | 727 | 0.0% | 0.0% | 32 | +1,741 | 19.67% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 10,550 | 712 | 0.14% | 0.16% | 33 | +300 | 2.93% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,479 | 707 | 0.0% | 0.0% | 34 | -8,648 | -45.21% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,411 | 703 | 0.0% | 0.0% | 35 | +320 | 3.17% | Q2 2026 | Aug 17, 2026 |
| FMR LLC | History | Added to | 10,098 | 681 | 0.0% | 0.0% | 36 | +1,047 | 11.57% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,080 | 680 | 0.0% | — | 37 | +10,080 | New | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,822 | 595 | 0.14% | 0.11% | 38 | +3,189 | 56.61% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 8,610 | 581 | 0.0% | 0.0% | 39 | +733 | 9.31% | Q2 2026 | Aug 12, 2026 |
| Fortis Advisors, LLC | History | Added to | 8,516 | 575 | 0.27% | 0.28% | 40 | +103 | 1.22% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 7,264 | 490 | 0.03% | 0.03% | 41 | +1,609 | 28.45% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 6,676 | 450 | 0.01% | 0.02% | 42 | +78 | 1.18% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,609 | 446 | 0.0% | 0.0% | 43 | -4,720 | -41.66% | Q2 2026 | Aug 19, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 6,270 | 423 | 0.07% | 0.09% | 44 | -1,077 | -14.66% | Q2 2026 | Jul 21, 2026 |
| LOM Asset Management Ltd | History | No change | 6,000 | 405 | 0.1% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,475 | 369 | 0.01% | 0.01% | 46 | -264 | -4.6% | Q2 2026 | Jul 22, 2026 |
| Financial & Tax Architects, LLC | History | New | 5,400 | 364 | 0.08% | — | 47 | +5,400 | New | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 5,200 | 351 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 5,130 | 346 | 0.0% | 0.0% | 49 | +196 | 3.97% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 5,059 | 341 | 0.0% | 0.0% | 50 | +80 | 1.61% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,052 | 341 | 0.0% | 0.0% | 51 | +47 | 0.94% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,895 | 330 | 0.0% | 0.0% | 52 | +157 | 3.31% | Q2 2026 | Aug 14, 2026 |
| Affiance Financial, LLC | History | No change | 4,800 | 324 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Glassman Wealth Services | History | No change | 4,700 | 317 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,623 | 312 | 0.0% | 0.0% | 55 | -133 | -2.8% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,430 | 299 | 0.0% | 0.0% | 56 | +115 | 2.67% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,435 | 299 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,266 | 288 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 4,275 | 288 | 0.12% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,250 | 287 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 4,164 | 281 | 0.01% | 0.01% | 61 | +449 | 12.09% | Q2 2026 | Jul 21, 2026 |
| M&T BANK CORP | History | No change | 4,060 | 274 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,022 | 271 | 0.04% | 0.05% | 63 | +39 | 0.98% | Q2 2026 | Aug 05, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 270 | 0.16% | 0.18% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,633 | 247 | 0.0% | 0.0% | 65 | +145 | 4.16% | Q2 2026 | Jul 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 3,654 | 246 | 0.06% | 0.07% | 66 | +4 | 0.11% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,496 | 239 | 0.0% | 0.0% | 67 | +397 | 12.81% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,356 | 227 | 0.0% | 0.0% | 68 | +167 | 5.24% | Q2 2026 | Aug 05, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 3,368 | 227 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Intelligent Financial Strategies | History | Reduced | 3,292 | 222 | 0.11% | 0.12% | 70 | -189 | -5.43% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Reduced | 3,123 | 210 | 0.0% | 0.0% | 71 | -370 | -10.59% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,044 | 206 | 0.0% | 0.0% | 72 | -308 | -9.19% | Q2 2026 | Jul 27, 2026 |
| Slow Capital, Inc. | History | Added to | 3,056 | 206 | 0.02% | 0.03% | 73 | +43 | 1.43% | Q2 2026 | Jul 22, 2026 |
| Curi Capital, LLC | History | No change | 3,032 | 204 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Financial Solutions LLC | History | No change | 3,014 | 203 | 0.16% | 0.19% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | New | 2,968 | 200 | 0.07% | — | 76 | +2,968 | New | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,664 | 179 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,637 | 178 | 0.0% | 0.0% | 78 | -592 | -18.33% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 2,313 | 156 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,187 | 147 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Manchester Capital Management LLC | History | No change | 2,150 | 145 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | Reduced | 1,704 | 117 | 0.03% | 0.04% | 82 | -190 | -10.03% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,708 | 115 | 0.0% | — | 83 | +1,708 | New | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,605 | 108 | 0.0% | 0.0% | 84 | -600 | -27.21% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,400 | 94 | 0.01% | 0.01% | 85 | -35 | -2.44% | Q2 2026 | Sep 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,079 | 72 | 0.0% | 0.0% | 86 | -282 | -20.72% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | Added to | 1,025 | 69 | 0.0% | 0.0% | 87 | +88 | 9.39% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Reduced | 894 | 60 | 0.0% | 0.01% | 88 | -5,490 | -86.0% | Q2 2026 | Jul 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 870 | 58 | 0.0% | 0.0% | 89 | -102 | -10.49% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 832 | 56 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 800 | 54 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Added to | 780 | 52 | 0.01% | 0.01% | 92 | +42 | 5.69% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 664 | 44 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 529 | 35 | 0.0% | 0.0% | 94 | -16 | -2.94% | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 400 | 27 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 300 | 20 | 0.0% | — | 96 | +300 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 287 | 19 | 0.0% | 0.0% | 97 | +3 | 1.06% | Q2 2026 | Jul 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 280 | 18 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 239 | 16 | 0.0% | 0.0% | 99 | +216 | 939.13% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 232 | 15 | 0.0% | 0.0% | 100 | -182 | -43.96% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 220 | 15 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Buck Wealth Strategies, LLC | History | New | 200 | 13 | 0.0% | — | 104 | +200 | New | Q2 2026 | Jul 30, 2026 |
| Archer Investment Corp | History | Added to | 200 | 13 | 0.0% | 0.0% | 103 | +2 | 1.01% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 13 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 185 | 12 | 0.0% | — | 106 | +185 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 188 | 12 | 0.0% | 0.0% | 105 | +2 | 1.08% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | Added to | 177 | 11 | 0.0% | 0.0% | 107 | +2 | 1.14% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 160 | 10 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 139 | 9 | 0.0% | 0.0% | 110 | -46 | -24.86% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 142 | 9 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balentine LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 99 | 6 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Trust Co LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | No change | 76 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 59 | 3 | 0.0% | — | 117 | +59 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 118 | -43 | -46.24% | Q2 2026 | Jul 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | New | 38 | 2 | 0.0% | — | 121 | +38 | New | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 23 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,764 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -22,046 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,048 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -11,937 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,122 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Richard Bernstein Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -444 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |