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% | 2.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,217,213 | 338,051 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 1,232,880 | 98,827 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 803,987 | 64,447 | 0.31% | 0.31% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 730,454 | 58,132 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 391,010 | 31,934 | 0.2% | 0.21% | 6 | -28,347 | -6.76% | Q3 2026 | Oct 26, 2026 |
| Cetera Investment Advisers | History | No change | 280,587 | 22,491 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 232,617 | 18,646 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOFI WEALTH, LLC | History | Added to | 168,336 | 13,748 | 0.53% | 0.48% | 9 | +19,760 | 13.3% | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 142,890 | 11,454 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Wealth Advisors, LLC | History | No change | 131,079 | 10,507 | 1.16% | 1.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 111,494 | 9,118 | 0.01% | 0.02% | 12 | -12,972 | -10.42% | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | Reduced | 100,659 | 8,220 | 0.01% | 0.02% | 13 | -12,122 | -10.75% | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 101,940 | 8,172 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 99,006 | 7,936 | 5.63% | 5.63% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | No change | 80,709 | 6,469 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 80,398 | 6,444 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Management, LLC | History | Reduced | 65,705 | 5,366 | 1.69% | 2.01% | 18 | -7,844 | -10.66% | Q3 2026 | Oct 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 66,569 | 5,336 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 65,142 | 5,221 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 63,936 | 5,125 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 60,995 | 4,981 | 0.04% | 0.03% | 22 | +22,777 | 59.6% | Q3 2026 | Oct 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 58,519 | 4,690 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 58,362 | 4,678 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sharkey, Howes & Javer | History | Added to | 56,336 | 4,600 | 0.55% | 0.54% | 25 | +526 | 0.94% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | No change | 55,958 | 4,485 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 54,877 | 4,398 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 54,788 | 4,395 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,797 | 4,312 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 51,614 | 4,215 | 0.06% | 0.07% | 30 | -5,150 | -9.07% | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 51,143 | 4,177 | 0.01% | 0.01% | 31 | -2,985 | -5.51% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 50,116 | 4,092 | 0.0% | 0.0% | 32 | -254 | -0.5% | Q3 2026 | Nov 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 49,842 | 4,070 | 0.53% | 0.62% | 33 | -8,880 | -15.12% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 49,761 | 3,988 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 49,046 | 3,931 | 3.04% | 3.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 44,425 | 3,628 | 0.09% | 0.1% | 36 | -609 | -1.35% | Q3 2026 | Oct 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,397 | 3,318 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 40,110 | 3,275 | 0.05% | 0.06% | 38 | -2,593 | -6.07% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,767 | 3,247 | 0.0% | 0.0% | 39 | -1,715 | -4.13% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 37,718 | 3,023 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 29,988 | 2,449 | 0.02% | 0.02% | 41 | -2,419 | -7.46% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,271 | 2,342 | 0.0% | 0.0% | 42 | -3,327 | -10.53% | Q3 2026 | Oct 13, 2026 |
| MA Private Wealth | History | No change | 28,310 | 2,269 | 0.34% | 0.34% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 28,211 | 1,988 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,765 | 1,940 | 0.01% | 0.02% | 45 | -6,041 | -20.27% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,534 | 1,886 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 23,078 | 1,884 | 0.03% | 0.03% | 47 | +146 | 0.64% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 23,451 | 1,879 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 21,770 | 1,745 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 21,563 | 1,728 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,167 | 1,696 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 20,668 | 1,687 | 0.02% | 0.02% | 52 | -1,455 | -6.58% | Q3 2026 | Oct 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 20,435 | 1,668 | 0.02% | 0.03% | 53 | -2,472 | -10.79% | Q3 2026 | Oct 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 20,391 | 1,634 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 19,546 | 1,566 | 0.13% | 0.13% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 18,787 | 1,534 | 0.48% | 0.53% | 56 | -2,354 | -11.13% | Q3 2026 | Nov 03, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 17,982 | 1,486 | 0.02% | 0.02% | 57 | +5,103 | 39.62% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,982 | 1,486 | 0.02% | 0.02% | 58 | +5,103 | 39.62% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,514 | 1,430 | 0.02% | 0.02% | 59 | -2,470 | -12.36% | Q3 2026 | Oct 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 17,628 | 1,413 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keystone Financial Services | History | No change | 16,608 | 1,331 | 0.34% | 0.34% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCS Financial Planning, LLC | History | Added to | 16,253 | 1,327 | 0.72% | 0.6% | 62 | +447 | 2.83% | Q3 2026 | Oct 14, 2026 |
| ZENITH SOLUTIONS, INC. | History | Reduced | 15,839 | 1,293 | 1.15% | 1.2% | 63 | -682 | -4.13% | Q3 2026 | Oct 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,164 | 1,238 | 0.02% | 0.02% | 64 | +282 | 1.89% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 14,656 | 1,174 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigation Group, LLC | History | Added to | 14,225 | 1,161 | 0.23% | 0.22% | 66 | +5 | 0.04% | Q3 2026 | Oct 28, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 14,084 | 1,150 | 0.27% | 0.27% | 67 | -283 | -1.97% | Q3 2026 | Oct 19, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,107 | 1,130 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,083 | 1,128 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| THEORY FINANCIAL LLC | History | No change | 13,720 | 1,099 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,257 | 1,082 | 0.03% | 0.04% | 71 | -1,779 | -11.83% | Q3 2026 | Nov 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 13,448 | 1,077 | 0.37% | 0.37% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,214 | 1,059 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EQ LLC | History | No change | 12,325 | 987 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11,891 | 971 | 0.03% | 0.03% | 75 | -556 | -4.47% | Q3 2026 | Oct 08, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 11,747 | 959 | 0.09% | 0.11% | 76 | -1,232 | -9.49% | Q3 2026 | Oct 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 11,485 | 937 | 0.24% | 0.26% | 77 | -1,075 | -8.56% | Q3 2026 | Oct 15, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 11,362 | 927 | 0.35% | 0.38% | 78 | -5,524 | -32.71% | Q3 2026 | Oct 23, 2026 |
| Asempa Wealth Advisors | History | Reduced | 11,315 | 925 | 0.71% | 0.68% | 79 | -78 | -0.68% | Q3 2026 | Oct 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,198 | 897 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 10,622 | 885 | 0.11% | 0.11% | 81 | -298 | -2.73% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,762 | 878 | 0.0% | 0.0% | 82 | +7,552 | 235.26% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 10,551 | 861 | 0.01% | 0.01% | 83 | -1,196 | -10.18% | Q3 2026 | Oct 15, 2026 |
| Venturi Wealth Management, LLC | History | No change | 10,668 | 855 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 10,411 | 834 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,978 | 814 | 0.13% | 0.13% | 87 | -16 | -0.16% | Q3 2026 | Oct 14, 2026 |
| Capital Analysts, LLC | History | No change | 10,154 | 814 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,153 | 747 | 0.14% | 0.14% | 88 | +133 | 1.47% | Q3 2026 | Oct 14, 2026 |
| Bestgate Wealth Advisors, LLC | History | New | 9,115 | 744 | 0.47% | — | 89 | +9,115 | New | Q3 2026 | Oct 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 8,872 | 724 | 0.07% | 0.06% | 90 | +161 | 1.85% | Q3 2026 | Oct 19, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 8,882 | 712 | 0.4% | 0.4% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 8,772 | 703 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | Added to | 8,504 | 694 | 0.1% | 0.09% | 93 | +1,200 | 16.43% | Q3 2026 | Oct 19, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,165 | 666 | 0.03% | 0.04% | 94 | -779 | -8.71% | Q3 2026 | Oct 22, 2026 |
| AE Wealth Management LLC | History | No change | 8,287 | 664 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,989 | 652 | 0.02% | 0.02% | 96 | -380 | -4.54% | Q3 2026 | Oct 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 7,882 | 643 | 0.6% | 0.65% | 97 | -727 | -8.44% | Q3 2026 | Oct 20, 2026 |
| Traveka Wealth, LLC | History | Reduced | 7,858 | 641 | 0.2% | 0.24% | 99 | -1,294 | -14.14% | Q3 2026 | Oct 19, 2026 |
| Bison Wealth, LLC | History | Reduced | 7,703 | 641 | 0.05% | 0.06% | 98 | -35 | -0.45% | Q3 2026 | Oct 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,528 | 628 | 0.07% | 0.08% | 101 | -560 | -6.92% | Q3 2026 | Oct 21, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,690 | 628 | 0.04% | 0.04% | 100 | -557 | -6.75% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 7,739 | 620 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,497 | 612 | 0.02% | 0.03% | 103 | -887 | -10.58% | Q3 2026 | Oct 20, 2026 |
| Guardian Financial Partners, LLC | History | New | 7,472 | 610 | 0.23% | — | 104 | +7,472 | New | Q3 2026 | Nov 04, 2026 |
| Ascent Group, LLC | History | Reduced | 6,975 | 569 | 0.02% | 0.02% | 105 | -678 | -8.86% | Q3 2026 | Oct 30, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 6,738 | 562 | 0.04% | 0.04% | 106 | -289 | -4.11% | Q3 2026 | Oct 19, 2026 |
| JB Capital LLC | History | Added to | 6,758 | 551 | 0.02% | 0.02% | 107 | +543 | 8.74% | Q3 2026 | Oct 19, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 6,513 | 531 | 0.15% | 0.18% | 108 | -1,528 | -19.0% | Q3 2026 | Nov 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 6,465 | 527 | 0.22% | 0.24% | 109 | -213 | -3.19% | Q3 2026 | Nov 05, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,313 | 515 | 0.18% | 0.19% | 110 | -363 | -5.44% | Q3 2026 | Oct 26, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,295 | 514 | 0.12% | 0.14% | 111 | -772 | -10.92% | Q3 2026 | Oct 16, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 6,261 | 512 | 0.02% | 0.02% | 112 | -1,410 | -18.38% | Q3 2026 | Oct 30, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 6,069 | 486 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,884 | 471 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 5,618 | 458 | 0.11% | 0.11% | 115 | -174 | -3.0% | Q3 2026 | Nov 05, 2026 |
| Vantus Wealth LLC | History | No change | 5,603 | 449 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,509 | 441 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,448 | 436 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 5,271 | 430 | 0.06% | 0.04% | 119 | +2,251 | 74.54% | Q3 2026 | Nov 05, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 5,185 | 423 | 0.04% | 0.04% | 120 | -14 | -0.27% | Q3 2026 | Oct 09, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,174 | 422 | 0.01% | 0.01% | 121 | -483 | -8.54% | Q3 2026 | Nov 04, 2026 |
| Soltis Investment Advisors LLC | History | New | 4,986 | 407 | 0.02% | — | 122 | +4,986 | New | Q3 2026 | Oct 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 4,916 | 404 | 0.03% | 0.03% | 124 | -718 | -12.74% | Q3 2026 | Oct 30, 2026 |
| Ally Invest Advisors Inc. | History | No change | 5,044 | 404 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WRAPMANAGER INC | History | No change | 5,000 | 400 | 0.13% | 0.13% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PW Nova Financial Services LLC | History | No change | 4,883 | 398 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 4,773 | 389 | 0.22% | 0.23% | 127 | -354 | -6.9% | Q3 2026 | Oct 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,675 | 374 | 0.29% | 0.29% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,655 | 373 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,480 | 365 | 0.03% | 0.05% | 130 | -2,167 | -32.6% | Q3 2026 | Oct 14, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 4,372 | 364 | 0.18% | 0.22% | 131 | -538 | -10.96% | Q3 2026 | Oct 16, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4,489 | 359 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Group LLC | History | No change | 4,491 | 359 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 4,421 | 354 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS FINANCIAL, LLC | History | No change | 5,214 | 350 | 0.26% | 0.26% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Financial, LLC | History | Reduced | 4,191 | 342 | 0.17% | 0.18% | 136 | -272 | -6.09% | Q3 2026 | Oct 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,260 | 341 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 4,126 | 336 | 0.17% | 0.13% | 138 | +882 | 27.19% | Q3 2026 | Oct 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,031 | 329 | 0.0% | 0.0% | 139 | +5 | 0.12% | Q3 2026 | Oct 23, 2026 |
| Csenge Advisory Group | History | Added to | 4,021 | 328 | 0.01% | 0.01% | 140 | +566 | 16.38% | Q3 2026 | Nov 04, 2026 |
| Hopwood Nicholas Hunter | History | No change | 4,091 | 327 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,945 | 322 | 0.01% | — | 142 | +3,945 | New | Q3 2026 | Oct 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,013 | 321 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF HAWAII | History | No change | 3,974 | 318 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 3,898 | 318 | 0.19% | 0.18% | 145 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 3,971 | 318 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 3,860 | 315 | 0.08% | 0.12% | 147 | -2,360 | -37.94% | Q3 2026 | Oct 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 3,848 | 314 | 0.17% | 0.18% | 148 | -66 | -1.69% | Q3 2026 | Nov 03, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 3,862 | 309 | 0.26% | 0.26% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 3,781 | 308 | 0.08% | 0.08% | 150 | -145 | -3.69% | Q3 2026 | Nov 02, 2026 |
| Sterling Manor Financial, LLC | History | New | 3,752 | 306 | 0.18% | — | 151 | +3,752 | New | Q3 2026 | Oct 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,812 | 305 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 3,774 | 302 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,668 | 299 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,521 | 282 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 3,503 | 280 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,347 | 273 | 0.24% | 0.26% | 157 | -366 | -9.86% | Q3 2026 | Oct 21, 2026 |
| MKT Advisors LLC | History | Reduced | 3,272 | 271 | 0.09% | 0.09% | 159 | -179 | -5.19% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,382 | 271 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 3,269 | 266 | 0.04% | 0.05% | 160 | -485 | -12.92% | Q3 2026 | Nov 04, 2026 |
| Vertex Planning Partners, LLC | History | No change | 3,243 | 259 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 3,120 | 254 | 0.02% | 0.02% | 162 | +2 | 0.06% | Q3 2026 | Oct 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,101 | 253 | 0.01% | 0.01% | 163 | -390 | -11.17% | Q3 2026 | Oct 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,064 | 250 | 0.0% | 0.0% | 164 | -384 | -11.14% | Q3 2026 | Nov 05, 2026 |
| Freedom Investment Management, Inc. | History | No change | 2,943 | 235 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Architects, LLC | History | New | 2,875 | 234 | 0.12% | — | 166 | +2,875 | New | Q3 2026 | Oct 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 2,751 | 224 | 0.01% | 0.01% | 167 | -253 | -8.42% | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,730 | 222 | 0.01% | 0.01% | 168 | -470 | -14.69% | Q3 2026 | Nov 03, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 2,601 | 212 | 0.11% | 0.12% | 170 | -430 | -14.19% | Q3 2026 | Oct 15, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,651 | 212 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 2,645 | 212 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Range Advisory, LLC | History | No change | 2,627 | 210 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sigma Planning Corp | History | Reduced | 2,511 | 205 | 0.01% | 0.01% | 173 | -100 | -3.83% | Q3 2026 | Oct 23, 2026 |
| Plan Group Financial, LLC | History | Reduced | 2,485 | 204 | 0.04% | 0.04% | 174 | -176 | -6.61% | Q3 2026 | Oct 22, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 2,462 | 201 | 0.05% | 0.05% | 175 | -182 | -6.88% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,377 | 194 | 0.0% | 0.0% | 176 | -521 | -17.98% | Q3 2026 | Nov 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,147 | 175 | 0.02% | 0.02% | 177 | -269 | -11.13% | Q3 2026 | Oct 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,068 | 168 | 0.1% | 0.11% | 178 | -240 | -10.4% | Q3 2026 | Oct 28, 2026 |
| BlackRock, Inc. | History | No change | 1,852 | 148 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,845 | 147 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balance Wealth Partners LLC | History | New | 1,740 | 142 | 0.03% | — | 181 | +1,740 | New | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 1,731 | 138 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,318 | 107 | 0.08% | 0.09% | 183 | +3 | 0.23% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 1,292 | 103 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,127 | 90 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,057 | 86 | 0.0% | 0.0% | 186 | +36 | 3.53% | Q3 2026 | Nov 03, 2026 |
| EFG International AG | History | No change | 942 | 75 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 903 | 72 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 718 | 58 | 0.03% | — | 189 | +718 | New | Q3 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 691 | 55 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 644 | 52 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 514 | 41 | 0.0% | 0.01% | 192 | -118 | -18.67% | Q3 2026 | Oct 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 476 | 38 | 0.0% | 0.02% | 194 | -2,713 | -85.07% | Q3 2026 | Nov 02, 2026 |
| WealthShield Partners, LLC | History | No change | 478 | 38 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 473 | 37 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olistico Wealth, LLC | History | No change | 455 | 37 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 445 | 36 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 458 | 36 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | No change | 416 | 33 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Kilter Group LLC | History | No change | 388 | 31 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 341 | 27 | 0.0% | 0.0% | 201 | -48 | -12.34% | Q3 2026 | Nov 04, 2026 |
| Milestone Investment Advisors LLC | History | No change | 333 | 27 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| West Branch Capital LLC | History | New | 306 | 24 | 0.01% | — | 204 | +306 | New | Q3 2026 | Oct 20, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 305 | 24 | 0.0% | 0.0% | 203 | -5 | -1.61% | Q3 2026 | Oct 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 266 | 22 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 252 | 20 | 0.0% | 0.0% | 206 | -24 | -8.7% | Q3 2026 | Oct 16, 2026 |
| Archer Investment Corp | History | No change | 227 | 18 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 206 | 16 | 0.0% | 0.0% | 208 | 0 | 0.0% | 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 |
| Latitude Advisors, LLC | History | New | 109 | 8 | 0.0% | — | 210 | +109 | New | Q3 2026 | Oct 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 75 | 6 | 0.0% | 0.01% | 211 | -11 | -12.79% | Q3 2026 | Oct 20, 2026 |
| Key Capital Management, INC | History | Reduced | 47 | 3 | 0.0% | 0.0% | 212 | -7 | -12.96% | Q3 2026 | Nov 03, 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% | 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 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,671 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,720 | -100.0% | Q3 2026 | Nov 04, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -736 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -595 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |