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 | New | 4,814,000 | 356,673 | 2.16% | — | 1 | +4,814,000 | New | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,751,208 | 352,021 | 0.1% | 0.1% | 2 | -86,604 | -1.79% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 1,223,595 | 90,657 | 0.02% | 0.02% | 3 | +43,128 | 3.65% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 944,913 | 70,009 | 0.25% | 0.26% | 4 | -8,907 | -0.93% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 785,970 | 58,233 | 0.0% | 0.0% | 5 | +1,924 | 0.25% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 471,671 | 34,947 | 0.3% | 0.26% | 6 | +5,807 | 1.25% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 321,364 | 23,810 | 0.03% | 0.03% | 7 | -2,522 | -0.78% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 268,185 | 19,870 | 0.05% | 0.06% | 8 | -14,073 | -4.99% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 253,028 | 18,747 | 0.05% | 0.04% | 9 | +21,873 | 9.46% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 155,912 | 11,552 | 0.03% | 0.02% | 10 | +11,187 | 7.73% | Q4 2025 | Feb 11, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 141,954 | 10,517 | 1.29% | 1.37% | 11 | -8,092 | -5.39% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 128,535 | 9,589 | 0.02% | 0.02% | 12 | +3,087 | 2.46% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 124,131 | 9,196 | 0.02% | 0.02% | 13 | -1,308 | -1.04% | Q4 2025 | Jan 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 101,386 | 7,511 | 6.77% | — | 14 | +101,386 | New | Q4 2025 | Feb 11, 2026 |
| SOFI WEALTH, LLC | History | Added to | 97,609 | 7,231 | 0.36% | 0.31% | 15 | +18,957 | 24.1% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 90,268 | 6,688 | 0.0% | — | 16 | +90,268 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 80,811 | 5,987 | 0.08% | 0.09% | 17 | +334 | 0.42% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 74,527 | 5,521 | 0.05% | 0.06% | 18 | +448 | 0.6% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 73,890 | 5,474 | 0.2% | 0.17% | 19 | +10,997 | 17.49% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 73,057 | 5,412 | 0.03% | 0.04% | 20 | +3,609 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 69,633 | 5,159 | 0.78% | 0.8% | 21 | -2,212 | -3.08% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 68,361 | 5,064 | 0.03% | 0.03% | 22 | +4,189 | 6.53% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 63,755 | 4,724 | 0.01% | 0.01% | 23 | -1,287 | -1.98% | Q4 2025 | Feb 05, 2026 |
| Sharkey, Howes & Javer | History | Added to | 63,158 | 4,679 | 0.59% | 0.58% | 24 | +596 | 0.95% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 61,896 | 4,585 | 0.03% | 0.02% | 25 | +503 | 0.82% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 57,311 | 4,246 | 0.0% | 0.0% | 26 | +8,903 | 18.39% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 53,875 | 3,991 | 0.07% | 0.07% | 27 | +5,422 | 11.19% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 52,202 | 3,867 | 0.02% | 0.02% | 28 | -1,287 | -2.41% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 51,163 | 3,790 | 0.11% | 0.11% | 29 | -228 | -0.44% | Q4 2025 | Jan 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 50,490 | 3,740 | 0.03% | 0.03% | 30 | +1,510 | 3.08% | Q4 2025 | Feb 12, 2026 |
| Davis Wealth Advisors, LLC | History | New | 47,399 | 3,511 | 2.92% | — | 31 | +47,399 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 45,071 | 3,339 | 0.0% | 0.0% | 32 | -1,700 | -3.63% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,223 | 3,276 | 0.03% | 0.02% | 33 | +10,348 | 30.55% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,676 | 3,088 | 0.0% | 0.01% | 34 | -34,582 | -45.35% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 41,006 | 3,038 | 0.06% | 0.07% | 35 | -517 | -1.25% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,193 | 2,681 | 0.01% | 0.01% | 36 | +1,334 | 3.83% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 33,319 | 2,468 | 0.03% | 0.04% | 37 | -29,470 | -46.93% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 33,319 | 2,468 | 0.18% | 0.19% | 38 | -1,224 | -3.54% | Q4 2025 | Jan 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 33,038 | 2,447 | 0.52% | 0.79% | 39 | +807 | 2.5% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 31,985 | 2,369 | 0.0% | 0.0% | 40 | -6,096 | -16.01% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 30,119 | 2,231 | 0.04% | 0.04% | 41 | +3,222 | 11.98% | Q4 2025 | Mar 12, 2026 |
| MA Private Wealth | History | Reduced | 29,124 | 2,157 | 0.36% | 0.36% | 42 | -100 | -0.34% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,762 | 1,982 | 0.02% | 0.03% | 43 | +1,035 | 4.02% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | Added to | 26,643 | 1,973 | 0.04% | 0.04% | 44 | +113 | 0.43% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,241 | 1,870 | 0.0% | 0.0% | 45 | +4,144 | 19.64% | Q4 2025 | Feb 18, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 24,490 | 1,814 | 0.11% | 0.12% | 46 | -885 | -3.49% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 24,379 | 1,806 | 0.01% | 0.01% | 47 | -16 | -0.07% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 24,213 | 1,793 | 0.03% | 0.03% | 48 | -238 | -0.97% | Q4 2025 | Jan 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 22,879 | 1,695 | 0.04% | 0.05% | 49 | +59 | 0.26% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 22,480 | 1,665 | 0.16% | 0.17% | 50 | -683 | -2.95% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,318 | 1,653 | 0.0% | 0.0% | 51 | -4,782 | -17.65% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,222 | 1,646 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 20,787 | 1,540 | 0.04% | 0.04% | 53 | +141 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,388 | 1,510 | 0.02% | 0.01% | 54 | +15,856 | 349.87% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,136 | 1,491 | 0.02% | 0.02% | 55 | +1,721 | 9.35% | Q4 2025 | Jan 29, 2026 |
| RCS Financial Planning, LLC | History | Added to | 17,911 | 1,327 | 0.57% | 0.42% | 56 | +4,785 | 36.45% | Q4 2025 | Jan 15, 2026 |
| Keystone Financial Services | History | Reduced | 17,604 | 1,304 | 0.39% | 0.4% | 57 | -259 | -1.45% | Q4 2025 | Feb 12, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 17,371 | 1,287 | 0.55% | 0.63% | 58 | -1,866 | -9.7% | Q4 2025 | Feb 18, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 16,688 | 1,236 | 0.5% | 0.47% | 59 | +1,204 | 7.78% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Management, LLC | History | New | 16,128 | 1,194 | 0.64% | — | 60 | +16,128 | New | Q4 2025 | Jan 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 16,104 | 1,193 | 0.02% | — | 61 | +16,104 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 15,413 | 1,141 | 0.01% | 0.01% | 62 | +840 | 5.76% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Reduced | 14,977 | 1,108 | 0.01% | 0.01% | 63 | -619 | -3.97% | Q4 2025 | Feb 17, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 14,683 | 1,087 | 0.29% | 0.25% | 64 | +3,049 | 26.21% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 14,517 | 1,075 | 0.04% | 0.04% | 65 | +397 | 2.81% | Q4 2025 | Feb 06, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 14,226 | 1,066 | 0.36% | 0.36% | 66 | +380 | 2.74% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,088 | 1,059 | 0.05% | — | 67 | +14,088 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 12,960 | 960 | 0.0% | 0.0% | 68 | +3,435 | 36.06% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,326 | 913 | 0.03% | 0.03% | 69 | +1,134 | 10.13% | Q4 2025 | Jan 13, 2026 |
| EQ LLC | History | Reduced | 12,293 | 910 | 0.26% | 0.31% | 70 | -294 | -2.34% | Q4 2025 | Feb 10, 2026 |
| Asempa Wealth Advisors | History | New | 11,412 | 845 | 0.73% | — | 71 | +11,412 | New | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,033 | 817 | 0.0% | — | 72 | +11,033 | New | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,759 | 797 | 0.05% | 0.05% | 73 | -12 | -0.11% | Q4 2025 | Jan 08, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,566 | 782 | 0.03% | 0.04% | 74 | +84 | 0.8% | Q4 2025 | Jan 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 10,544 | 781 | 0.81% | 0.83% | 75 | -2,620 | -19.9% | Q4 2025 | Jan 16, 2026 |
| Maia Wealth LLC | History | Reduced | 10,293 | 755 | 0.13% | 0.22% | 76 | -7,667 | -42.69% | Q4 2025 | Feb 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 10,051 | 744 | 0.22% | 0.2% | 77 | +1,328 | 15.22% | Q4 2025 | Feb 11, 2026 |
| West Wealth Group, LLC | History | Reduced | 10,009 | 741 | 0.15% | 0.16% | 78 | -8 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,817 | 727 | 0.08% | 0.06% | 79 | +3,815 | 63.56% | Q4 2025 | Feb 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,702 | 727 | 0.48% | 0.54% | 80 | -639 | -6.18% | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,805 | 726 | 0.04% | 0.03% | 81 | -634 | -6.07% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Added to | 9,546 | 708 | 0.02% | 0.02% | 82 | +212 | 2.27% | Q4 2025 | Feb 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,445 | 699 | 0.16% | 0.16% | 83 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| WBH ADVISORY INC | History | Added to | 8,987 | 665 | 0.05% | 0.05% | 84 | +52 | 0.58% | Q4 2025 | Jan 26, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 8,902 | 659 | 0.34% | 0.37% | 85 | -34 | -0.38% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 8,204 | 617 | 0.02% | 0.02% | 86 | +654 | 8.66% | Q4 2025 | Jan 09, 2026 |
| J. Mark Nickell & Co. | History | New | 8,215 | 608 | 0.56% | — | 87 | +8,215 | New | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 8,200 | 607 | 0.06% | — | 88 | +8,200 | New | Q4 2025 | Apr 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,193 | 607 | 0.01% | 0.01% | 89 | +643 | 8.52% | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,031 | 595 | 0.0% | — | 90 | +8,031 | New | Q4 2025 | Feb 18, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 8,002 | 592 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,930 | 587 | 0.07% | 0.07% | 92 | +3 | 0.04% | Q4 2025 | Jan 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 7,843 | 581 | 0.0% | — | 93 | +7,843 | New | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,822 | 579 | 0.24% | 0.11% | 94 | +4,481 | 134.12% | Q4 2025 | Jan 08, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 7,696 | 570 | 0.24% | 0.24% | 95 | -28 | -0.36% | Q4 2025 | Jan 21, 2026 |
| Ascent Group, LLC | History | Reduced | 7,553 | 559 | 0.02% | 0.03% | 96 | -2,245 | -22.91% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 7,528 | 557 | 0.0% | 0.0% | 97 | +2,064 | 37.77% | Q4 2025 | Jan 26, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 7,488 | 554 | 0.18% | 0.2% | 98 | -587 | -7.27% | Q4 2025 | Feb 13, 2026 |
| JB Capital LLC | History | Added to | 7,470 | 553 | 0.02% | 0.02% | 100 | +360 | 5.06% | Q4 2025 | Jan 20, 2026 |
| Trilogy Capital Inc. | History | Reduced | 7,470 | 553 | 0.02% | 0.03% | 99 | -88 | -1.16% | Q4 2025 | Jan 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 7,442 | 551 | 0.04% | 0.04% | 101 | +40 | 0.54% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 7,386 | 547 | 0.0% | 0.0% | 102 | -3,104 | -29.59% | Q4 2025 | Jan 29, 2026 |
| Bison Wealth, LLC | History | New | 7,720 | 539 | 0.06% | — | 103 | +7,720 | New | Q4 2025 | Mar 24, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,048 | 522 | 0.07% | 0.08% | 104 | -43 | -0.61% | Q4 2025 | Jan 14, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 6,949 | 518 | 0.4% | 0.41% | 105 | +86 | 1.25% | Q4 2025 | Feb 20, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 6,640 | 500 | 0.27% | 0.36% | 106 | -4,681 | -41.35% | Q4 2025 | Jan 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 6,669 | 494 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,443 | 477 | 0.02% | 0.02% | 108 | +385 | 6.36% | Q4 2025 | Jan 20, 2026 |
| Kestra Investment Management, LLC | History | Added to | 6,375 | 472 | 0.01% | 0.01% | 109 | +16 | 0.25% | Q4 2025 | Feb 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,112 | 459 | 0.04% | 0.04% | 110 | -177 | -2.81% | Q4 2025 | Jan 20, 2026 |
| Centurion Wealth Management LLC | History | Added to | 6,083 | 450 | 0.1% | 0.09% | 111 | +384 | 6.74% | Q4 2025 | Jan 14, 2026 |
| Vantus Wealth LLC | History | New | 6,073 | 449 | 0.33% | — | 112 | +6,073 | New | Q4 2025 | Feb 10, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 5,791 | 429 | 0.26% | 0.27% | 113 | -108 | -1.83% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,568 | 412 | 0.0% | 0.0% | 114 | +167 | 3.09% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,551 | 411 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 5,411 | 406 | 0.01% | 0.02% | 116 | -1,177 | -17.87% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,446 | 403 | 0.0% | 0.0% | 118 | +1,940 | 55.33% | Q4 2025 | Mar 16, 2026 |
| WRAPMANAGER INC | History | Reduced | 5,450 | 403 | 0.14% | 0.12% | 117 | -61 | -1.11% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,316 | 393 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,208 | 386 | 0.01% | 0.01% | 120 | -268 | -4.89% | Q4 2025 | Feb 12, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 5,081 | 376 | 0.22% | 0.23% | 122 | -110 | -2.12% | Q4 2025 | Jan 13, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 5,085 | 376 | 0.04% | 0.04% | 121 | -27 | -0.53% | Q4 2025 | Jan 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,034 | 372 | 0.01% | 0.01% | 123 | -1,334 | -20.95% | Q4 2025 | Feb 09, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 4,885 | 361 | 0.02% | 0.03% | 124 | -192 | -3.78% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,833 | 358 | 0.01% | 0.01% | 125 | -29 | -0.6% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 4,718 | 349 | 0.3% | — | 126 | +4,718 | New | Q4 2025 | Feb 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 4,689 | 347 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 4,597 | 344 | 0.3% | — | 128 | +4,597 | New | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | New | 4,600 | 340 | 0.07% | — | 129 | +4,600 | New | Q4 2025 | Feb 02, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 4,560 | 337 | 0.12% | — | 130 | +4,560 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 4,472 | 331 | 0.21% | 0.21% | 131 | -87 | -1.91% | Q4 2025 | Jan 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 4,383 | 324 | 0.09% | 0.11% | 132 | -340 | -7.2% | Q4 2025 | Feb 11, 2026 |
| Urban Wealth Management, LLC | History | New | 4,297 | 318 | 0.3% | — | 133 | +4,297 | New | Q4 2025 | Jan 30, 2026 |
| High Falls Advisors, Inc | History | No change | 4,281 | 317 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,213 | 312 | 0.09% | 0.13% | 135 | -1,686 | -28.58% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 4,131 | 310 | 0.09% | 0.09% | 136 | +582 | 16.4% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,183 | 309 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 4,132 | 306 | 0.29% | — | 138 | +4,132 | New | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,131 | 306 | 0.01% | 0.01% | 139 | -3 | -0.07% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 4,065 | 301 | 0.08% | — | 140 | +4,065 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF HAWAII | History | No change | 3,974 | 294 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,947 | 292 | 0.02% | 0.02% | 142 | -29 | -0.73% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,929 | 291 | 0.01% | 0.01% | 143 | -17 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | New | 3,848 | 285 | 0.1% | — | 144 | +3,848 | New | Q4 2025 | Feb 03, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 3,822 | 283 | 0.17% | 0.17% | 145 | -8 | -0.21% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,678 | 272 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Reduced | 3,644 | 269 | 0.01% | 0.01% | 147 | -10 | -0.27% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 3,604 | 267 | 0.0% | 0.0% | 148 | -323 | -8.23% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,539 | 262 | 0.03% | 0.03% | 149 | -35 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 3,478 | 257 | 0.03% | 0.03% | 150 | -9 | -0.26% | Q4 2025 | Feb 10, 2026 |
| MKT Advisors LLC | History | No change | 3,391 | 253 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,372 | 249 | 0.02% | 0.02% | 153 | +83 | 2.52% | Q4 2025 | Feb 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 3,364 | 249 | 0.14% | 0.14% | 152 | +33 | 0.99% | Q4 2025 | Jan 14, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 3,258 | 241 | 0.06% | 0.05% | 154 | -32 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,136 | 232 | 0.04% | 0.04% | 155 | -4 | -0.13% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,120 | 231 | 0.01% | 0.01% | 156 | -970 | -23.72% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,110 | 230 | 0.07% | 0.07% | 157 | -695 | -18.27% | Q4 2025 | Feb 06, 2026 |
| Willow Financial LLC | History | New | 2,988 | 221 | 0.22% | — | 158 | +2,988 | New | Q4 2025 | Apr 21, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 2,848 | 211 | 0.05% | 0.05% | 159 | +22 | 0.78% | Q4 2025 | Jan 23, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 2,859 | 211 | 0.05% | 0.05% | 160 | -8 | -0.28% | Q4 2025 | Jan 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 2,837 | 210 | 0.12% | — | 161 | +2,837 | New | Q4 2025 | Jan 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,599 | 192 | 0.0% | 0.0% | 162 | +102 | 4.08% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | No change | 2,355 | 174 | 0.05% | 0.06% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 2,154 | 160 | 0.0% | — | 164 | +2,154 | New | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Reduced | 2,052 | 152 | 0.0% | 0.0% | 165 | -7 | -0.34% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,872 | 138 | 0.0% | — | 166 | +1,872 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,702 | 126 | 0.01% | — | 167 | +1,702 | New | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,686 | 124 | 0.1% | 0.06% | 168 | +817 | 94.02% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,658 | 122 | 0.01% | 0.01% | 169 | +576 | 53.23% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,375 | 101 | 0.0% | — | 170 | +1,375 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,355 | 100 | 0.0% | 0.0% | 171 | -186 | -12.07% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,312 | 97 | 0.1% | — | 173 | +1,312 | New | Q4 2025 | Feb 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,317 | 97 | 0.0% | 0.0% | 172 | -76 | -5.46% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 982 | 72 | 0.0% | 0.0% | 174 | -1,462 | -59.82% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 787 | 58 | 0.0% | — | 175 | +787 | New | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | No change | 762 | 56 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 739 | 54 | 0.0% | 0.0% | 178 | -401 | -35.18% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 74 | 54 | 0.0% | 0.0% | 177 | +1 | 1.37% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 608 | 45 | 0.01% | — | 179 | +608 | New | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 501 | 37 | 0.0% | 0.0% | 180 | -5 | -0.99% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 477 | 35 | 0.0% | 0.0% | 181 | -14 | -2.85% | Q4 2025 | Jan 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 445 | 32 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kilter Group LLC | History | Reduced | 429 | 31 | 0.01% | 0.02% | 183 | -26 | -5.71% | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | New | 416 | 30 | 0.01% | — | 184 | +416 | New | Q4 2025 | Jan 26, 2026 |
| Camelot Portfolios, LLC | History | New | 411 | 30 | 0.02% | — | 185 | +411 | New | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 403 | 29 | 0.0% | 0.0% | 186 | -98 | -19.56% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 362 | 26 | 0.0% | 0.0% | 187 | -866 | -70.52% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 325 | 24 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 333 | 24 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | No change | 307 | 22 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 266 | 20 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | No change | 227 | 16 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 162 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Olistico Wealth, LLC | History | New | 155 | 11 | 0.01% | — | 195 | +155 | New | Q4 2025 | Jan 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 150 | 11 | 0.0% | — | 194 | +150 | New | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 108 | 8 | 0.0% | — | 196 | +108 | New | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 101 | 7 | 0.0% | — | 197 | +101 | New | Q4 2025 | Feb 09, 2026 |
| Key Capital Management, INC | History | New | 69 | 5 | 0.0% | — | 199 | +69 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 80 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 48 | 3 | 0.0% | — | 200 | +48 | New | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 29 | 2 | 0.0% | — | 201 | +29 | New | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,061 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,881 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,841 | -100.0% | Q3 2025 | Oct 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 06, 2025 |