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 | 337,640 | 1.99% | 2.16% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,424,807 | 310,343 | 0.08% | 0.1% | 2 | -326,401 | -6.87% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 1,212,983 | 85,075 | 0.02% | 0.02% | 3 | -10,612 | -0.87% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 843,617 | 59,169 | 0.33% | 0.25% | 4 | -101,296 | -10.72% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 747,231 | 50,938 | 0.0% | 0.0% | 5 | -38,739 | -4.93% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 433,587 | 30,411 | 0.24% | 0.3% | 6 | -38,084 | -8.07% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 292,289 | 20,500 | 0.02% | 0.03% | 7 | -29,075 | -9.05% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 254,071 | 17,819 | 0.05% | 0.05% | 8 | -14,114 | -5.26% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 203,969 | 14,305 | 0.04% | 0.05% | 9 | -49,059 | -19.39% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 143,523 | 10,066 | 0.02% | 0.03% | 10 | -12,389 | -7.95% | Q1 2026 | Apr 22, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 132,206 | 9,272 | 1.15% | 1.29% | 11 | -9,748 | -6.87% | Q1 2026 | Apr 21, 2026 |
| SOFI WEALTH, LLC | History | Added to | 121,482 | 8,520 | 0.41% | 0.36% | 12 | +23,873 | 24.46% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 118,000 | 8,276 | 0.02% | 0.02% | 13 | -6,131 | -4.94% | Q1 2026 | May 06, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 112,896 | 7,918 | 6.55% | 6.77% | 14 | +11,510 | 11.35% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 113,652 | 7,869 | 0.01% | 0.02% | 15 | -14,883 | -11.58% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 95,488 | 6,698 | 0.0% | 0.0% | 16 | +5,220 | 5.78% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 82,786 | 5,806 | 0.08% | 0.08% | 17 | +1,975 | 2.44% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Added to | 82,480 | 5,784 | 2.43% | 0.64% | 18 | +66,352 | 411.41% | Q1 2026 | Apr 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 64,578 | 4,944 | 0.68% | 0.78% | 19 | -5,055 | -7.26% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 70,347 | 4,933 | 0.05% | 0.05% | 20 | -4,180 | -5.61% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 68,707 | 4,818 | 0.17% | 0.2% | 21 | -5,183 | -7.01% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 66,243 | 4,649 | 0.03% | 0.03% | 22 | -6,814 | -9.33% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 61,611 | 4,564 | 0.03% | 0.03% | 23 | -6,750 | -9.87% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 61,495 | 4,313 | 0.02% | 0.03% | 24 | -401 | -0.65% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 60,901 | 4,271 | 0.03% | 0.03% | 25 | +27,582 | 82.78% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 60,786 | 4,263 | 0.01% | 0.0% | 26 | +28,801 | 90.05% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 56,947 | 3,994 | 0.54% | 0.59% | 27 | -6,211 | -9.83% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,949 | 3,924 | 0.01% | 0.01% | 28 | -7,806 | -12.24% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 55,006 | 3,857 | 0.0% | 0.0% | 29 | -2,305 | -4.02% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 53,501 | 3,752 | 0.07% | 0.07% | 30 | -374 | -0.69% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,994 | 3,716 | 0.03% | 0.03% | 31 | +8,771 | 19.83% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,689 | 3,695 | 0.0% | 0.0% | 32 | +41,656 | 377.56% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 52,549 | 3,685 | 0.02% | 0.02% | 33 | +347 | 0.66% | Q1 2026 | May 08, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 47,049 | 3,299 | 0.1% | 0.11% | 34 | -4,114 | -8.04% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 46,868 | 3,287 | 0.03% | 0.03% | 35 | -3,622 | -7.17% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,036 | 3,158 | 0.06% | 0.06% | 36 | +4,030 | 9.83% | Q1 2026 | May 14, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 44,410 | 3,114 | 2.59% | 2.92% | 37 | -2,989 | -6.31% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,602 | 2,847 | 0.0% | 0.0% | 38 | -4,469 | -9.92% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 40,507 | 2,841 | 0.01% | 0.01% | 39 | +4,314 | 11.92% | Q1 2026 | Jun 02, 2026 |
| GTS SECURITIES LLC | History | New | 37,400 | 2,623 | 0.09% | — | 40 | +37,400 | New | Q1 2026 | May 14, 2026 |
| Austin Private Wealth, LLC | History | No change | 33,319 | 2,468 | 0.18% | 0.18% | 41 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,041 | 2,458 | 0.0% | 0.0% | 42 | -6,635 | -15.92% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 31,025 | 2,175 | 0.67% | 0.52% | 43 | -2,013 | -6.09% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,216 | 2,136 | 0.02% | 0.02% | 44 | +3,454 | 12.91% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 29,847 | 2,093 | 0.08% | 0.08% | 45 | +20,030 | 204.03% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | No change | 29,124 | 2,042 | 0.35% | 0.36% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Reduced | 28,336 | 1,987 | 0.03% | 0.04% | 47 | -1,783 | -5.92% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,779 | 1,878 | 0.02% | 0.02% | 48 | +6,391 | 31.35% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 23,997 | 1,683 | 0.03% | 0.04% | 49 | -2,646 | -9.93% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 23,677 | 1,660 | 0.01% | 0.01% | 50 | -702 | -2.88% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 23,145 | 1,623 | 0.02% | 0.02% | 51 | +7,041 | 43.72% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 22,972 | 1,611 | 0.03% | 0.03% | 52 | -1,241 | -5.13% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,908 | 1,606 | 0.0% | 0.0% | 53 | -2,333 | -9.24% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,747 | 1,595 | 0.0% | 0.0% | 54 | +429 | 1.92% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 22,545 | 1,581 | 0.04% | 0.04% | 55 | -334 | -1.46% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,222 | 1,558 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 21,975 | 1,541 | 0.09% | 0.11% | 57 | -2,515 | -10.27% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 20,363 | 1,428 | 0.14% | 0.16% | 58 | -2,117 | -9.42% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,677 | 1,380 | 0.03% | 0.04% | 59 | -1,110 | -5.34% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,243 | 1,279 | 0.02% | 0.02% | 60 | -1,893 | -9.4% | Q1 2026 | Apr 20, 2026 |
| Skyline Advisors, Inc. | History | New | 17,960 | 1,259 | 0.44% | — | 61 | +17,960 | New | Q1 2026 | Apr 20, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 16,086 | 1,225 | 0.54% | 0.55% | 62 | -1,285 | -7.4% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,307 | 1,213 | 0.03% | 0.02% | 63 | +10,864 | 168.62% | Q1 2026 | May 11, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,333 | 1,145 | 0.59% | 0.57% | 64 | -1,578 | -8.81% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 14,892 | 1,132 | 0.02% | 0.05% | 65 | +804 | 5.71% | Q1 2026 | May 01, 2026 |
| Keystone Financial Services | History | Reduced | 15,650 | 1,097 | 0.32% | 0.39% | 66 | -1,954 | -11.1% | Q1 2026 | May 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,296 | 1,072 | 0.06% | 0.07% | 67 | +7,366 | 92.89% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 15,182 | 1,064 | 0.01% | 0.01% | 68 | -231 | -1.5% | Q1 2026 | May 05, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 15,153 | 1,062 | 0.42% | 0.5% | 69 | -1,535 | -9.2% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 14,884 | 1,043 | 0.28% | 0.29% | 70 | +201 | 1.37% | Q1 2026 | Apr 16, 2026 |
| Navigation Group, LLC | History | New | 14,154 | 992 | 0.23% | — | 71 | +14,154 | New | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 14,135 | 991 | 0.0% | 0.01% | 72 | -842 | -5.62% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Added to | 13,700 | 960 | 0.27% | 0.26% | 73 | +1,407 | 11.45% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,435 | 942 | 0.03% | 0.04% | 74 | -1,082 | -7.45% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 13,078 | 917 | 0.32% | 0.36% | 75 | -1,148 | -8.07% | Q1 2026 | May 05, 2026 |
| Brendel Financial Advisors LLC | History | New | 13,056 | 915 | 0.45% | — | 76 | +13,056 | New | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,558 | 885 | 0.03% | 0.03% | 77 | +232 | 1.88% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 10,509 | 811 | 0.11% | 0.0% | 78 | +10,359 | 6906.0% | Q1 2026 | May 06, 2026 |
| Asempa Wealth Advisors | History | Reduced | 11,411 | 806 | 0.7% | 0.73% | 79 | -1 | -0.01% | Q1 2026 | Apr 08, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 11,089 | 777 | 0.23% | 0.22% | 80 | +1,038 | 10.33% | Q1 2026 | Apr 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,729 | 752 | 0.05% | 0.05% | 81 | -30 | -0.28% | Q1 2026 | May 06, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,574 | 741 | 0.03% | 0.03% | 82 | +8 | 0.08% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 10,516 | 737 | 0.0% | — | 83 | +10,516 | New | Q1 2026 | May 14, 2026 |
| West Wealth Group, LLC | History | Added to | 10,066 | 706 | 0.14% | 0.15% | 84 | +57 | 0.57% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 9,404 | 659 | 0.15% | 0.16% | 85 | -41 | -0.43% | Q1 2026 | Apr 28, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 9,306 | 652 | 0.68% | 0.81% | 86 | -1,238 | -11.74% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,074 | 636 | 0.04% | 0.04% | 87 | -731 | -7.46% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,077 | 636 | 0.43% | 0.48% | 88 | -625 | -6.44% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 8,784 | 616 | 0.06% | 0.06% | 89 | +584 | 7.12% | Q1 2026 | Apr 30, 2026 |
| WBH ADVISORY INC | History | Reduced | 8,654 | 612 | 0.05% | 0.05% | 90 | -333 | -3.71% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 8,031 | 612 | 0.02% | 0.02% | 91 | -173 | -2.11% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,707 | 611 | 0.02% | 0.02% | 92 | -839 | -8.79% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | No change | 7,720 | 609 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 8,413 | 590 | 0.29% | 0.34% | 94 | -489 | -5.49% | Q1 2026 | Apr 16, 2026 |
| Trilogy Capital Inc. | History | Added to | 8,314 | 583 | 0.03% | 0.02% | 95 | +844 | 11.3% | Q1 2026 | Apr 21, 2026 |
| J. Mark Nickell & Co. | History | No change | 8,215 | 576 | 0.6% | 0.56% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,161 | 572 | 0.0% | 0.0% | 97 | +775 | 10.49% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 7,985 | 560 | 0.08% | 0.07% | 98 | +937 | 13.29% | Q1 2026 | Apr 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,986 | 560 | 0.21% | 0.24% | 99 | +164 | 2.1% | Q1 2026 | Apr 22, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 7,843 | 550 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 7,175 | 547 | 0.04% | 0.04% | 101 | -267 | -3.59% | Q1 2026 | Apr 29, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 7,657 | 537 | 0.22% | 0.24% | 102 | -39 | -0.51% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,350 | 515 | 0.01% | 0.02% | 103 | -652 | -8.15% | Q1 2026 | Apr 07, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 7,167 | 502 | 0.16% | 0.18% | 104 | -321 | -4.29% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Reduced | 7,144 | 501 | 0.08% | 0.13% | 105 | -3,149 | -30.59% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 6,853 | 480 | 0.02% | 0.02% | 106 | -700 | -9.27% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Reduced | 6,453 | 452 | 0.02% | 0.02% | 107 | -1,017 | -13.61% | Q1 2026 | Apr 27, 2026 |
| Vantus Wealth LLC | History | No change | 6,073 | 449 | 0.33% | 0.33% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 6,190 | 434 | 0.35% | 0.4% | 109 | -759 | -10.92% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,646 | 433 | 0.03% | 0.04% | 110 | -466 | -7.62% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,149 | 431 | 0.01% | 0.01% | 111 | +2,220 | 56.5% | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 6,149 | 431 | 0.12% | 0.09% | 112 | +1,766 | 40.29% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,099 | 427 | 0.01% | 0.01% | 113 | +1,065 | 21.16% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 6,069 | 425 | 0.03% | 0.04% | 114 | -600 | -9.0% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 6,051 | 424 | 0.1% | 0.1% | 115 | -32 | -0.53% | Q1 2026 | Apr 10, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,750 | 403 | 0.01% | 0.01% | 116 | -625 | -9.8% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 5,680 | 398 | 0.0% | 0.0% | 117 | -7,280 | -56.17% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,642 | 395 | 0.0% | 0.0% | 118 | -1,886 | -25.05% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,448 | 382 | 0.03% | — | 120 | +5,448 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,448 | 382 | 0.0% | 0.0% | 119 | +2 | 0.04% | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 5,430 | 380 | 0.24% | 0.26% | 121 | -361 | -6.23% | Q1 2026 | Apr 15, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 5,224 | 366 | 0.23% | 0.27% | 122 | -1,416 | -21.33% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,178 | 363 | 0.01% | 0.01% | 124 | +1,047 | 25.34% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,177 | 363 | 0.01% | 0.01% | 123 | +344 | 7.12% | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,168 | 362 | 0.01% | 0.01% | 125 | -148 | -2.78% | Q1 2026 | Apr 22, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 5,128 | 359 | 0.04% | 0.04% | 126 | +43 | 0.85% | Q1 2026 | Apr 10, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 5,063 | 355 | 0.07% | 0.07% | 127 | +463 | 10.07% | Q1 2026 | May 01, 2026 |
| WRAPMANAGER INC | History | Reduced | 5,043 | 353 | 0.12% | 0.14% | 128 | -407 | -7.47% | Q1 2026 | May 11, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 4,929 | 345 | 0.02% | 0.02% | 129 | +44 | 0.9% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,722 | 331 | 0.01% | 0.01% | 130 | -486 | -9.33% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 4,672 | 327 | 0.28% | 0.3% | 131 | -46 | -0.97% | Q1 2026 | May 11, 2026 |
| High Falls Advisors, Inc | History | No change | 4,281 | 317 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GTS FINANCIAL, LLC | History | New | 5,178 | 313 | 0.25% | — | 133 | +5,178 | New | Q1 2026 | May 19, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,431 | 310 | 0.05% | 0.06% | 134 | -258 | -5.5% | Q1 2026 | Apr 17, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 4,230 | 296 | 0.28% | 0.3% | 135 | -367 | -7.98% | Q1 2026 | May 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,147 | 290 | 0.1% | 0.12% | 136 | -413 | -9.06% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 4,145 | 290 | 0.07% | 0.09% | 137 | +14 | 0.34% | Q1 2026 | May 08, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 4,132 | 289 | 0.28% | 0.29% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 3,986 | 279 | 0.17% | 0.21% | 139 | -486 | -10.87% | Q1 2026 | Apr 10, 2026 |
| BANK OF HAWAII | History | No change | 3,974 | 278 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,959 | 277 | 0.28% | 0.3% | 141 | -338 | -7.87% | Q1 2026 | Apr 21, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 3,926 | 275 | 0.08% | 0.09% | 142 | -287 | -6.81% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 3,847 | 269 | 0.07% | 0.08% | 143 | -218 | -5.36% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 3,604 | 267 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,738 | 262 | 0.02% | 0.02% | 145 | +366 | 10.85% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 3,713 | 260 | 0.01% | 0.01% | 146 | +69 | 1.89% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,683 | 258 | 0.01% | — | 149 | +3,683 | New | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,687 | 258 | 0.03% | 0.03% | 147 | +148 | 4.18% | Q1 2026 | Apr 28, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 3,684 | 258 | 0.16% | 0.17% | 148 | -138 | -3.61% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,678 | 257 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,609 | 253 | 0.0% | 0.0% | 151 | -1,959 | -35.18% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,551 | 249 | 0.01% | 0.02% | 152 | -396 | -10.03% | Q1 2026 | Apr 20, 2026 |
| MKT Advisors LLC | History | No change | 3,391 | 240 | 0.08% | 0.09% | 153 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 3,412 | 239 | 0.03% | 0.03% | 154 | -66 | -1.9% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 3,369 | 238 | 0.05% | 0.05% | 155 | +1,014 | 43.06% | Q1 2026 | May 11, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 3,243 | 227 | 0.04% | 0.06% | 156 | -15 | -0.46% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,203 | 224 | 0.0% | 0.0% | 157 | +1,331 | 71.1% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,188 | 223 | 0.0% | — | 158 | +3,188 | New | Q1 2026 | May 01, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,087 | 216 | 0.04% | 0.04% | 159 | -49 | -1.56% | Q1 2026 | Apr 23, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 3,012 | 211 | 0.12% | 0.12% | 160 | +175 | 6.17% | Q1 2026 | Apr 08, 2026 |
| Plan Group Financial, LLC | History | New | 2,950 | 206 | 0.05% | — | 161 | +2,950 | New | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Group LLC | History | New | 2,931 | 205 | 0.03% | — | 162 | +2,931 | New | Q1 2026 | May 04, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 2,916 | 204 | 0.06% | 0.07% | 163 | -194 | -6.24% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,880 | 201 | 0.0% | 0.01% | 164 | -240 | -7.69% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,599 | 192 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,280 | 159 | 0.02% | 0.0% | 166 | +1,803 | 377.99% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Added to | 2,265 | 158 | 0.0% | 0.0% | 167 | +910 | 67.16% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,225 | 156 | 0.01% | 0.01% | 168 | +567 | 34.2% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,916 | 134 | 0.0% | 0.0% | 169 | -136 | -6.63% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,720 | 120 | 0.09% | 0.1% | 170 | +34 | 2.02% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,375 | 101 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,312 | 92 | 0.09% | 0.1% | 172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,294 | 90 | 0.0% | 0.0% | 173 | -23 | -1.75% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | New | 970 | 68 | 0.0% | — | 174 | +970 | New | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 896 | 62 | 0.0% | — | 175 | +896 | New | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | No change | 762 | 53 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 736 | 51 | 0.0% | 0.0% | 177 | +662 | 894.59% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 739 | 51 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 536 | 37 | 0.0% | 0.0% | 179 | +456 | 570.0% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 467 | 32 | 0.0% | 0.0% | 180 | -34 | -6.79% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 445 | 31 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clean Yield Group | History | No change | 416 | 29 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | Reduced | 405 | 28 | 0.01% | 0.01% | 184 | -24 | -5.59% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 403 | 28 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 392 | 27 | 0.0% | — | 185 | +392 | New | Q1 2026 | May 19, 2026 |
| Wellington Grp LLC | History | New | 382 | 26 | 0.01% | — | 186 | +382 | New | Q1 2026 | May 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 362 | 25 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 333 | 23 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 321 | 22 | 0.0% | — | 190 | +321 | New | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 325 | 22 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 307 | 21 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 266 | 19 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | No change | 227 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 162 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Olistico Wealth, LLC | History | No change | 155 | 10 | 0.0% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 108 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | Reduced | 60 | 4 | 0.0% | 0.0% | 197 | -9 | -13.04% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Raleigh Capital Management Inc. | History | New | 38 | 2 | 0.0% | — | 199 | +38 | New | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 25 | 1 | 0.0% | — | 201 | +25 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 16 | 1 | 0.0% | 0.0% | 200 | -13 | -44.83% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,193 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,031 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,551 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,411 | -100.0% | Q1 2026 | May 01, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,081 | -100.0% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,183 | -100.0% | Q1 2026 | May 15, 2026 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,848 | -100.0% | Q1 2026 | May 04, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,364 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Willow Financial LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,988 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Fairvoy Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,859 | -100.0% | Q1 2026 | Apr 20, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,848 | -100.0% | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,154 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,702 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -982 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -787 | -100.0% | Q1 2026 | May 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -608 | -100.0% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -411 | -100.0% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |