BlackRock ETF Trust - LCTU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | History | No change | 4,814,000 | 385,890 | 2.05% | 1.98% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,217,213 | 338,051 | 0.08% | 0.08% | 2 | -207,594 | -4.69% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 1,232,880 | 98,827 | 0.02% | 0.02% | 3 | +19,897 | 1.64% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 803,987 | 64,447 | 0.31% | 0.33% | 4 | -39,630 | -4.7% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 730,454 | 58,132 | 0.0% | 0.0% | 5 | -16,777 | -2.25% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 419,357 | 33,616 | 0.21% | 0.24% | 6 | -14,230 | -3.28% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 280,587 | 22,491 | 0.02% | 0.02% | 7 | -11,702 | -4.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 232,617 | 18,646 | 0.04% | 0.04% | 8 | +28,648 | 14.05% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 254,071 | 17,819 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOFI WEALTH, LLC | History | Added to | 148,576 | 11,909 | 0.48% | 0.41% | 10 | +27,094 | 22.3% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 142,890 | 11,454 | 0.02% | 0.02% | 11 | -633 | -0.44% | Q2 2026 | Aug 05, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 131,079 | 10,507 | 1.16% | 1.15% | 12 | -1,127 | -0.85% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 124,466 | 9,949 | 0.02% | 0.01% | 13 | +10,814 | 9.52% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 112,781 | 9,040 | 0.02% | 0.02% | 14 | -5,219 | -4.42% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 101,940 | 8,172 | 0.0% | 0.0% | 15 | +6,452 | 6.76% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 99,006 | 7,936 | 5.63% | 6.55% | 16 | -13,890 | -12.3% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 80,709 | 6,469 | 0.2% | 0.17% | 17 | +12,002 | 17.47% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 80,398 | 6,444 | 0.07% | 0.08% | 18 | -2,388 | -2.88% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Management, LLC | History | Reduced | 73,549 | 5,895 | 2.01% | 2.43% | 19 | -8,931 | -10.83% | Q2 2026 | Jul 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 66,569 | 5,336 | 0.05% | 0.05% | 20 | -3,778 | -5.37% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Added to | 65,142 | 5,221 | 0.01% | 0.01% | 21 | +4,356 | 7.17% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 63,936 | 5,125 | 0.02% | 0.02% | 22 | +2,441 | 3.97% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 58,722 | 4,708 | 0.62% | 0.68% | 23 | -5,856 | -9.07% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,519 | 4,690 | 0.03% | 0.03% | 24 | -2,382 | -3.91% | Q2 2026 | Sep 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 58,362 | 4,678 | 0.03% | 0.03% | 25 | -3,249 | -5.27% | Q2 2026 | Aug 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 56,764 | 4,550 | 0.07% | 0.07% | 26 | +3,263 | 6.1% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 55,958 | 4,485 | 0.03% | 0.03% | 27 | +2,964 | 5.59% | Q2 2026 | Jul 20, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 55,810 | 4,473 | 0.54% | 0.54% | 28 | -1,137 | -2.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,877 | 4,398 | 0.02% | 0.02% | 29 | +2,328 | 4.43% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 54,788 | 4,395 | 0.02% | 0.03% | 30 | -11,455 | -17.29% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,128 | 4,339 | 0.01% | 0.01% | 31 | -1,821 | -3.25% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 53,797 | 4,312 | 0.01% | 0.01% | 32 | +13,290 | 32.81% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 50,370 | 4,037 | 0.0% | 0.0% | 33 | -4,636 | -8.43% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 49,761 | 3,988 | 0.03% | 0.03% | 34 | +2,893 | 6.17% | Q2 2026 | Aug 14, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 49,046 | 3,931 | 3.04% | 2.59% | 35 | +4,636 | 10.44% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 45,034 | 3,584 | 0.1% | 0.1% | 36 | -2,015 | -4.28% | Q2 2026 | Jul 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 42,703 | 3,423 | 0.06% | 0.06% | 37 | -2,333 | -5.18% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,482 | 3,325 | 0.0% | 0.0% | 38 | +880 | 2.17% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 41,397 | 3,318 | 0.0% | 0.0% | 39 | +18,489 | 80.71% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 38,218 | 3,063 | 0.03% | — | 40 | +38,218 | New | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,718 | 3,023 | 0.0% | 0.0% | 41 | +2,677 | 7.64% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,407 | 2,597 | 0.02% | 0.02% | 42 | +2,191 | 7.25% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 31,598 | 2,565 | 0.0% | — | 43 | +31,598 | New | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,806 | 2,389 | 0.02% | 0.02% | 44 | +3,027 | 11.3% | Q2 2026 | Jul 27, 2026 |
| MA Private Wealth | History | Reduced | 28,310 | 2,269 | 0.34% | 0.35% | 45 | -814 | -2.79% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | Reduced | 28,211 | 1,988 | 0.03% | 0.03% | 46 | -125 | -0.44% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,534 | 1,886 | 0.0% | 0.0% | 47 | -29,155 | -55.33% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,451 | 1,879 | 0.0% | 0.0% | 48 | +704 | 3.09% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 22,932 | 1,838 | 0.03% | 0.03% | 49 | -1,065 | -4.44% | Q2 2026 | Jul 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 22,907 | 1,836 | 0.03% | 0.03% | 50 | -65 | -0.28% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 22,123 | 1,773 | 0.02% | 0.02% | 51 | -1,022 | -4.42% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 21,770 | 1,745 | 0.01% | 0.01% | 52 | -1,907 | -8.05% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 21,563 | 1,728 | 0.09% | 0.09% | 53 | -412 | -1.87% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 21,167 | 1,696 | 0.04% | 0.04% | 54 | -1,378 | -6.11% | Q2 2026 | Aug 13, 2026 |
| Skyline Advisors, Inc. | History | Added to | 21,141 | 1,694 | 0.53% | 0.44% | 55 | +3,181 | 17.71% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 20,391 | 1,634 | 0.01% | 0.01% | 56 | -1,831 | -8.24% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,984 | 1,601 | 0.02% | 0.02% | 57 | +1,741 | 9.54% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 19,546 | 1,566 | 0.13% | 0.14% | 58 | -817 | -4.01% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,628 | 1,413 | 0.03% | 0.03% | 59 | +321 | 1.85% | Q2 2026 | Aug 03, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 16,886 | 1,353 | 0.38% | 0.54% | 60 | +800 | 4.97% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Services | History | Added to | 16,608 | 1,331 | 0.34% | 0.32% | 61 | +958 | 6.12% | Q2 2026 | Aug 05, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 16,521 | 1,324 | 1.2% | — | 62 | +16,521 | New | Q2 2026 | Aug 03, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 15,806 | 1,267 | 0.6% | 0.59% | 63 | -527 | -3.23% | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15,036 | 1,205 | 0.04% | 0.03% | 64 | +1,601 | 11.92% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,882 | 1,192 | 0.02% | 0.01% | 65 | +9,704 | 187.41% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Added to | 14,656 | 1,174 | 0.0% | 0.0% | 66 | +521 | 3.69% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 14,367 | 1,151 | 0.27% | 0.28% | 67 | -517 | -3.47% | Q2 2026 | Jul 16, 2026 |
| Navigation Group, LLC | History | Added to | 14,220 | 1,139 | 0.22% | 0.23% | 68 | +66 | 0.47% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 14,107 | 1,130 | 0.07% | 0.08% | 69 | -15,740 | -52.74% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,083 | 1,128 | 0.0% | — | 70 | +14,083 | New | Q2 2026 | Aug 19, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 13,720 | 1,099 | 0.35% | 0.32% | 71 | +642 | 4.91% | Q2 2026 | Jul 31, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 13,448 | 1,077 | 0.37% | 0.42% | 72 | -1,705 | -11.25% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 13,214 | 1,059 | 0.0% | — | 73 | +13,214 | New | Q2 2026 | Aug 18, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 12,979 | 1,040 | 0.11% | 0.11% | 74 | -888 | -6.4% | Q2 2026 | Sep 02, 2026 |
| Diversify Advisory Services, LLC | History | New | 12,879 | 1,025 | 0.02% | — | 76 | +12,879 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 12,879 | 1,025 | 0.02% | 0.02% | 75 | -2,013 | -13.52% | Q2 2026 | Jul 29, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 12,560 | 1,006 | 0.26% | 0.23% | 77 | +1,471 | 13.27% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,447 | 997 | 0.03% | 0.03% | 78 | -111 | -0.88% | Q2 2026 | Jul 06, 2026 |
| EQ LLC | History | Reduced | 12,325 | 987 | 0.24% | 0.27% | 79 | -1,375 | -10.04% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | Reduced | 11,747 | 941 | 0.01% | 0.01% | 80 | -3,435 | -22.63% | Q2 2026 | Jul 28, 2026 |
| Asempa Wealth Advisors | History | Reduced | 11,393 | 913 | 0.68% | 0.7% | 81 | -18 | -0.16% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,198 | 897 | 0.02% | 0.03% | 82 | -8,479 | -43.09% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 10,920 | 877 | 0.11% | 0.11% | 83 | +411 | 3.91% | Q2 2026 | Jul 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,668 | 855 | 0.03% | 0.03% | 84 | +94 | 0.89% | Q2 2026 | Jul 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,411 | 834 | 0.05% | 0.05% | 85 | -318 | -2.96% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 10,154 | 814 | 0.02% | 0.02% | 86 | +1,447 | 16.62% | Q2 2026 | Aug 05, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,994 | 801 | 0.13% | 0.14% | 87 | -72 | -0.72% | Q2 2026 | Aug 06, 2026 |
| Traveka Wealth, LLC | History | Added to | 9,152 | 733 | 0.24% | 0.21% | 88 | +1,166 | 14.6% | Q2 2026 | Jul 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 9,020 | 723 | 0.14% | 0.15% | 89 | -384 | -4.08% | Q2 2026 | Jul 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,944 | 716 | 0.04% | 0.04% | 90 | -130 | -1.43% | Q2 2026 | Jul 23, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 8,882 | 712 | 0.4% | 0.43% | 91 | -195 | -2.15% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Added to | 8,772 | 703 | 0.0% | 0.0% | 92 | +611 | 7.49% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 8,711 | 698 | 0.06% | 0.06% | 93 | -73 | -0.83% | Q2 2026 | Jul 16, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 8,609 | 690 | 0.65% | 0.68% | 94 | -697 | -7.49% | Q2 2026 | Jul 22, 2026 |
| Trilogy Capital Inc. | History | Added to | 8,384 | 672 | 0.03% | 0.03% | 95 | +70 | 0.84% | Q2 2026 | Jul 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,369 | 670 | 0.02% | 0.01% | 96 | +3,192 | 61.66% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | Added to | 8,287 | 664 | 0.0% | 0.0% | 97 | +2,645 | 46.88% | Q2 2026 | Aug 03, 2026 |
| WBH ADVISORY INC | History | Reduced | 8,247 | 661 | 0.04% | 0.05% | 98 | -407 | -4.7% | Q2 2026 | Aug 05, 2026 |
| Contango Wealth Management LLC | History | No change | 9,257 | 649 | 0.76% | 0.76% | 99 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 8,088 | 648 | 0.08% | 0.08% | 100 | +103 | 1.29% | Q2 2026 | Jul 10, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 8,041 | 644 | 0.18% | 0.16% | 101 | +874 | 12.19% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | Added to | 7,738 | 625 | 0.06% | 0.06% | 102 | +18 | 0.23% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | New | 7,739 | 620 | 0.0% | — | 103 | +7,739 | New | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,671 | 614 | 0.01% | — | 105 | +7,671 | New | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 7,671 | 614 | 0.02% | 0.02% | 104 | -360 | -4.48% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 7,653 | 613 | 0.02% | 0.02% | 106 | +800 | 11.67% | Q2 2026 | Aug 03, 2026 |
| Maia Wealth LLC | History | Added to | 7,304 | 585 | 0.09% | 0.08% | 107 | +160 | 2.24% | Q2 2026 | Jul 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 7,067 | 566 | 0.14% | 0.1% | 108 | +2,920 | 70.41% | Q2 2026 | Jul 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 7,027 | 563 | 0.04% | 0.04% | 109 | -148 | -2.06% | Q2 2026 | Jul 16, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 6,678 | 535 | 0.24% | 0.29% | 110 | -1,735 | -20.62% | Q2 2026 | Jul 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,676 | 535 | 0.19% | 0.22% | 111 | -981 | -12.81% | Q2 2026 | Jul 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,647 | 532 | 0.05% | 0.06% | 112 | -8,649 | -56.54% | Q2 2026 | Jul 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 7,350 | 515 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JB Capital LLC | History | Reduced | 6,215 | 498 | 0.02% | 0.02% | 114 | -238 | -3.69% | Q2 2026 | Jul 29, 2026 |
| Centurion Wealth Management LLC | History | Added to | 6,220 | 498 | 0.12% | 0.1% | 115 | +169 | 2.79% | Q2 2026 | Jul 09, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 6,069 | 486 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,884 | 471 | 0.01% | 0.01% | 117 | -215 | -3.53% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 5,792 | 464 | 0.11% | 0.12% | 118 | -357 | -5.81% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,657 | 453 | 0.01% | 0.01% | 119 | -93 | -1.62% | Q2 2026 | Aug 05, 2026 |
| Vantus Wealth LLC | History | New | 5,603 | 449 | 0.24% | — | 121 | +5,603 | New | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,634 | 449 | 0.03% | 0.03% | 120 | -12 | -0.21% | Q2 2026 | Jul 29, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 5,509 | 441 | 0.07% | 0.05% | 122 | +1,078 | 24.33% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,448 | 436 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 5,199 | 416 | 0.04% | 0.04% | 124 | +71 | 1.38% | Q2 2026 | Jul 10, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 5,127 | 410 | 0.23% | 0.24% | 125 | -303 | -5.58% | Q2 2026 | Jul 24, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 5,044 | 404 | 0.02% | 0.02% | 126 | +115 | 2.33% | Q2 2026 | Aug 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 5,000 | 400 | 0.13% | 0.12% | 127 | -43 | -0.85% | Q2 2026 | Aug 05, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 4,910 | 393 | 0.22% | 0.23% | 128 | -314 | -6.01% | Q2 2026 | Jul 30, 2026 |
| PW Nova Financial Services LLC | History | New | 4,883 | 391 | 0.08% | — | 129 | +4,883 | New | Q2 2026 | Jul 29, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 4,675 | 374 | 0.29% | 0.28% | 130 | +3 | 0.06% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,655 | 373 | 0.02% | 0.02% | 131 | +917 | 24.53% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,489 | 359 | 0.03% | 0.01% | 132 | +2,264 | 101.75% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 4,491 | 359 | 0.04% | 0.03% | 133 | +1,560 | 53.22% | Q2 2026 | Aug 05, 2026 |
| Williams Financial, LLC | History | New | 4,463 | 357 | 0.18% | — | 134 | +4,463 | New | Q2 2026 | Jul 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 4,421 | 354 | 0.08% | 0.07% | 135 | +276 | 6.66% | Q2 2026 | Aug 13, 2026 |
| GTS FINANCIAL, LLC | History | Added to | 5,214 | 350 | 0.26% | 0.25% | 136 | +36 | 0.7% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 4,260 | 341 | 0.0% | — | 137 | +4,260 | New | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | Reduced | 4,091 | 327 | 0.09% | 0.1% | 138 | -433 | -9.57% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,026 | 322 | 0.0% | 0.01% | 139 | -1,142 | -22.1% | Q2 2026 | Jul 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,013 | 321 | 0.0% | — | 140 | +4,013 | New | Q2 2026 | Aug 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,971 | 318 | 0.11% | 0.67% | 142 | -27,054 | -87.2% | Q2 2026 | Aug 13, 2026 |
| BANK OF HAWAII | History | No change | 3,974 | 318 | 0.02% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 3,926 | 314 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 3,914 | 313 | 0.18% | 0.16% | 144 | +230 | 6.24% | Q2 2026 | Aug 07, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 3,898 | 312 | 0.18% | 0.28% | 145 | -234 | -5.66% | Q2 2026 | Aug 04, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 3,862 | 309 | 0.26% | 0.28% | 146 | -368 | -8.7% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,812 | 305 | 0.01% | 0.01% | 147 | -2,337 | -38.01% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 3,774 | 302 | 0.06% | 0.07% | 148 | -73 | -1.9% | Q2 2026 | Jul 17, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 3,754 | 300 | 0.05% | 0.07% | 149 | -1,309 | -25.85% | Q2 2026 | Aug 10, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,713 | 297 | 0.26% | 0.28% | 150 | -246 | -6.21% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,668 | 294 | 0.01% | 0.01% | 151 | -10 | -0.27% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,521 | 282 | 0.0% | 0.0% | 152 | -88 | -2.44% | Q2 2026 | Aug 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | New | 3,503 | 280 | 0.04% | — | 154 | +3,503 | New | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,491 | 280 | 0.01% | 0.01% | 153 | -1,231 | -26.07% | Q2 2026 | Jul 28, 2026 |
| Sterling Manor Financial, LLC | History | No change | 3,986 | 279 | 0.17% | 0.17% | 155 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MKT Advisors LLC | History | Added to | 3,451 | 277 | 0.09% | 0.08% | 156 | +60 | 1.77% | Q2 2026 | Jul 09, 2026 |
| Csenge Advisory Group | History | Reduced | 3,455 | 276 | 0.01% | 0.01% | 158 | -258 | -6.95% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,448 | 276 | 0.0% | 0.01% | 157 | -235 | -6.38% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,382 | 271 | 0.0% | 0.0% | 159 | -2,066 | -37.92% | Q2 2026 | Aug 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 3,244 | 260 | 0.13% | 0.12% | 160 | +232 | 7.7% | Q2 2026 | Jul 09, 2026 |
| Vertex Planning Partners, LLC | History | No change | 3,243 | 259 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,210 | 257 | 0.0% | 0.0% | 162 | +7 | 0.22% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,200 | 256 | 0.01% | 0.01% | 163 | -351 | -9.88% | Q2 2026 | Jul 10, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,189 | 255 | 0.02% | 0.03% | 164 | -498 | -13.51% | Q2 2026 | Jul 22, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 3,118 | 249 | 0.02% | 0.03% | 165 | -294 | -8.62% | Q2 2026 | Jul 20, 2026 |
| Two West Capital Advisors LLC | History | New | 3,031 | 242 | 0.12% | — | 167 | +3,031 | New | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | Reduced | 3,020 | 242 | 0.04% | 0.05% | 166 | -349 | -10.36% | Q2 2026 | Aug 04, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 2,943 | 235 | 0.07% | 0.06% | 168 | +27 | 0.93% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,898 | 232 | 0.0% | 0.0% | 169 | -290 | -9.1% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,720 | 218 | 0.0% | — | 170 | +2,720 | New | Q2 2026 | Aug 12, 2026 |
| Plan Group Financial, LLC | History | Reduced | 2,661 | 213 | 0.04% | 0.05% | 171 | -289 | -9.8% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,651 | 212 | 0.03% | — | 173 | +2,651 | New | Q2 2026 | Aug 04, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 2,645 | 212 | 0.03% | 0.04% | 172 | -442 | -14.32% | Q2 2026 | Jul 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | New | 2,644 | 211 | 0.05% | — | 174 | +2,644 | New | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 3,004 | 210 | 0.01% | — | 175 | +3,004 | New | Q2 2026 | Jul 09, 2026 |
| Range Advisory, LLC | History | New | 2,627 | 210 | 0.03% | — | 176 | +2,627 | New | Q2 2026 | Sep 02, 2026 |
| Sigma Planning Corp | History | New | 2,611 | 209 | 0.01% | — | 177 | +2,611 | New | Q2 2026 | Aug 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,880 | 201 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,416 | 193 | 0.02% | 0.02% | 179 | +136 | 5.96% | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,308 | 185 | 0.11% | 0.09% | 180 | +588 | 34.19% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | Reduced | 1,852 | 148 | 0.0% | 0.0% | 181 | -64 | -3.34% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 1,845 | 147 | 0.0% | — | 182 | +1,845 | New | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 1,731 | 138 | 0.01% | — | 183 | +1,731 | New | Q2 2026 | Aug 06, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,315 | 105 | 0.09% | 0.09% | 184 | +3 | 0.23% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,292 | 103 | 0.0% | 0.0% | 185 | -973 | -42.96% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,127 | 90 | 0.0% | 0.0% | 186 | -167 | -12.91% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | New | 1,021 | 81 | 0.0% | — | 187 | +1,021 | New | Q2 2026 | Aug 05, 2026 |
| EFG International AG | History | Reduced | 942 | 75 | 0.0% | 0.0% | 188 | -28 | -2.89% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 903 | 72 | 0.0% | 0.0% | 189 | +164 | 22.19% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 736 | 58 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | New | 691 | 55 | 0.0% | — | 191 | +691 | New | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | New | 644 | 51 | 0.02% | — | 192 | +644 | New | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 632 | 50 | 0.01% | — | 193 | +632 | New | Q2 2026 | Jul 30, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 595 | 47 | 0.01% | — | 194 | +595 | New | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | Added to | 478 | 38 | 0.01% | 0.0% | 195 | +11 | 2.36% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 473 | 37 | 0.0% | 0.0% | 196 | +111 | 30.66% | Q2 2026 | Aug 14, 2026 |
| Timbuktu Capital Management, LLC | History | New | 458 | 36 | 0.05% | — | 198 | +458 | New | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 455 | 36 | 0.02% | 0.0% | 197 | +300 | 193.55% | Q2 2026 | Jul 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 445 | 35 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clean Yield Group | History | No change | 416 | 33 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kilter Group LLC | History | Reduced | 388 | 31 | 0.01% | 0.01% | 202 | -17 | -4.2% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 389 | 31 | 0.0% | 0.0% | 201 | -14 | -3.47% | Q2 2026 | Jul 28, 2026 |
| Milestone Investment Advisors LLC | History | No change | 333 | 26 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 310 | 24 | 0.0% | 0.0% | 204 | -11 | -3.43% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 276 | 22 | 0.0% | 0.0% | 205 | -260 | -48.51% | Q2 2026 | Jul 20, 2026 |
| Hanson & Doremus Investment Management | History | No change | 266 | 21 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Corp | History | No change | 227 | 18 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 206 | 16 | 0.0% | — | 208 | +206 | New | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 162 | 12 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 86 | 6 | 0.01% | — | 210 | +86 | New | Q2 2026 | Jul 29, 2026 |
| Key Capital Management, INC | History | Reduced | 54 | 4 | 0.0% | 0.0% | 211 | -6 | -10.0% | Q2 2026 | Jul 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 14 | 1 | 0.0% | — | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 16 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -37,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -13,056 | -100.0% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,516 | -100.0% | Q2 2026 | Aug 14, 2026 |
| J. Mark Nickell & Co. | History | Closed out | 0 | 0 | — | 0.6% | — | -8,215 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -7,843 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -6,190 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,680 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -896 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -762 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -382 | -100.0% | Q2 2026 | Aug 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |