BlackRock ETF Trust II - SHYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | New | 8,146,410 | 182,886 | 3.47% | — | 1 | +8,146,410 | New | Q2 2026 | Jul 13, 2026 |
| LPL Financial LLC | History | Added to | 2,630,748 | 59,060 | 0.01% | 0.01% | 2 | +1,185,089 | 81.98% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,321,690 | 29,671 | 0.04% | 0.04% | 3 | +38,380 | 2.99% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 838,089 | 18,815 | 0.02% | 0.02% | 4 | +212,356 | 33.94% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 762,198 | 17,111 | 0.0% | 0.0% | 5 | +149,516 | 24.4% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 415,599 | 9,328 | 0.0% | 0.0% | 6 | +32,779 | 8.56% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 371,409 | 8,338 | 0.01% | 0.01% | 7 | +57,711 | 18.4% | Q2 2026 | Aug 05, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 323,488 | 7,262 | 0.17% | 0.17% | 8 | +21,565 | 7.14% | Q2 2026 | Aug 03, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 317,510 | 7,128 | 0.05% | 0.06% | 9 | +14,332 | 4.73% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | Reduced | 286,957 | 6,442 | 0.58% | 0.6% | 10 | -5,007 | -1.71% | Q2 2026 | Jul 10, 2026 |
| Prentice Wealth Management LLC | History | Added to | 247,048 | 5,546 | 1.14% | 1.07% | 11 | +30,743 | 14.21% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 217,172 | 4,875 | 0.01% | 0.01% | 12 | +27,970 | 14.78% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 195,227 | 4,383 | 0.01% | 0.01% | 13 | -1,869 | -0.95% | Q2 2026 | Jul 27, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 178,446 | 4,006 | 1.64% | 1.72% | 14 | +34 | 0.02% | Q2 2026 | Jul 21, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 162,722 | 3,653 | 2.19% | 2.54% | 15 | +11,386 | 7.52% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 161,516 | 3,626 | 0.72% | 0.54% | 16 | +51,860 | 47.29% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 157,020 | 3,525 | 0.07% | 0.14% | 17 | -117,396 | -42.78% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 154,176 | 3,461 | 0.05% | 0.06% | 18 | -22,600 | -12.78% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 138,370 | 3,106 | 0.06% | 0.07% | 19 | -1,471 | -1.05% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 137,977 | 3,098 | 0.07% | 0.08% | 20 | -2,387 | -1.7% | Q2 2026 | Aug 05, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 135,923 | 3,051 | 0.45% | 0.5% | 21 | +19,080 | 16.33% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 107,759 | 2,419 | 0.0% | 0.0% | 22 | +2,653 | 2.52% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 106,231 | 2,384 | 0.18% | 0.2% | 23 | +97 | 0.09% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 105,171 | 2,361 | 0.0% | 0.0% | 24 | +11,422 | 12.18% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 105,010 | 2,357 | 0.0% | 0.0% | 25 | +21,004 | 25.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 96,618 | 2,163 | 0.01% | 0.0% | 26 | +85,356 | 757.91% | Q2 2026 | Aug 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 96,134 | 2,158 | 1.25% | 1.26% | 27 | +7,058 | 7.92% | Q2 2026 | Aug 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 88,577 | 1,988 | 0.1% | 0.09% | 28 | +18,532 | 26.46% | Q2 2026 | Jul 20, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 80,200 | 1,800 | 1.27% | 1.35% | 29 | -300 | -0.37% | Q2 2026 | Jul 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 78,991 | 1,773 | 0.07% | 0.08% | 30 | +2,047 | 2.66% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 77,325 | 1,735 | 0.01% | 0.01% | 31 | +6,461 | 9.12% | Q2 2026 | Jul 27, 2026 |
| Aspen Wealth Management LLC | History | Added to | 75,007 | 1,683 | 0.29% | 0.19% | 32 | +32,314 | 75.69% | Q2 2026 | Jul 31, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 69,927 | 1,569 | 0.04% | 0.05% | 33 | -13,791 | -16.47% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 68,406 | 1,535 | 0.15% | 0.2% | 34 | -11,056 | -13.91% | Q2 2026 | Aug 11, 2026 |
| SK Wealth Management, LLC | History | Reduced | 64,431 | 1,425 | 0.32% | 0.53% | 35 | -21,811 | -25.29% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | New | 63,097 | 1,416 | 0.04% | — | 36 | +63,097 | New | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 59,216 | 1,329 | 0.23% | 0.33% | 37 | -1,242 | -2.05% | Q2 2026 | Aug 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 54,487 | 1,223 | 0.19% | 0.13% | 38 | +21,102 | 63.21% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 53,942 | 1,210 | 0.01% | 0.01% | 39 | -4,864 | -8.27% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 53,449 | 1,185 | 0.02% | — | 41 | +53,449 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 53,449 | 1,185 | 0.02% | 0.02% | 40 | +6,814 | 14.61% | Q2 2026 | Jul 29, 2026 |
| Joseph Group Capital Management | History | Reduced | 52,776 | 1,184 | 0.25% | 0.33% | 42 | -7,565 | -12.54% | Q2 2026 | Aug 06, 2026 |
| MBA Advisors LLC | History | Added to | 51,825 | 1,163 | 0.39% | 0.42% | 43 | +2,471 | 5.01% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 50,080 | 1,124 | 0.01% | 0.01% | 44 | +6,585 | 15.14% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 49,785 | 1,117 | 0.01% | 0.0% | 45 | +14,279 | 40.22% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 48,492 | 1,089 | 0.01% | 0.01% | 46 | +3,915 | 8.78% | Q2 2026 | Jul 20, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 45,000 | 1,010 | 0.31% | 0.33% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 44,520 | 999 | 0.02% | 0.02% | 48 | -146 | -0.33% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | New | 44,111 | 990 | 0.06% | — | 49 | +44,111 | New | Q2 2026 | Aug 04, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 43,025 | 965 | 0.13% | 0.21% | 50 | -22,575 | -34.41% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 42,855 | 962 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 41,796 | 938 | 0.83% | 0.89% | 52 | +1,500 | 3.72% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,342 | 923 | 0.0% | 0.0% | 53 | +25,097 | 154.49% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 37,732 | 847 | 0.0% | 0.0% | 54 | +35,373 | 1499.49% | Q2 2026 | Aug 12, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 37,438 | 840 | 0.08% | 0.07% | 55 | +8,598 | 29.81% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,452 | 818 | 0.0% | 0.0% | 56 | +327 | 0.91% | Q2 2026 | Aug 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 33,924 | 761 | 0.01% | 0.01% | 57 | -1,876 | -5.24% | Q2 2026 | Aug 14, 2026 |
| Marietta Wealth Management, LLC | History | New | 33,837 | 759 | 0.08% | — | 58 | +33,837 | New | Q2 2026 | Aug 03, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 33,794 | 758 | 0.24% | 0.26% | 59 | +901 | 2.74% | Q2 2026 | Jul 14, 2026 |
| Advisory Resource Group | History | Reduced | 32,370 | 726 | 0.11% | 0.55% | 60 | -113,287 | -77.78% | Q2 2026 | Jul 14, 2026 |
| Tortuga Wealth Management, Inc | History | New | 31,092 | 698 | 0.53% | — | 61 | +31,092 | New | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,072 | 697 | 0.0% | 0.0% | 62 | -100,706 | -76.42% | Q2 2026 | Aug 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 30,953 | 689 | 0.36% | 0.34% | 63 | +4,752 | 18.14% | Q2 2026 | Aug 07, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 30,175 | 677 | 0.06% | 0.07% | 64 | +205 | 0.68% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 29,421 | 660 | 0.0% | 0.0% | 65 | -7,142 | -19.53% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,876 | 648 | 0.0% | 0.0% | 66 | -5,595 | -16.23% | Q2 2026 | Jul 28, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 28,810 | 646 | 0.24% | 0.28% | 67 | -2,444 | -7.82% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | Added to | 28,694 | 644 | 0.0% | 0.0% | 68 | +3,900 | 15.73% | Q2 2026 | Aug 14, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 28,327 | 634 | 0.22% | 0.14% | 69 | +11,601 | 69.36% | Q2 2026 | Jul 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 27,539 | 618 | 0.01% | 0.01% | 70 | -7,404 | -21.19% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 27,780 | 614 | 0.09% | 0.12% | 71 | -20,900 | -42.93% | Q2 2026 | Aug 07, 2026 |
| FOCUSED ALPHA, LLC | History | New | 26,709 | 599 | 0.15% | — | 72 | +26,709 | New | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | New | 25,955 | 582 | 0.01% | — | 73 | +25,955 | New | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 25,799 | 579 | 0.01% | 0.01% | 74 | +6,368 | 32.77% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,233 | 566 | 0.01% | 0.01% | 75 | -500 | -1.94% | Q2 2026 | Jul 22, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 23,720 | 532 | 0.31% | 0.34% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 23,077 | 518 | 0.28% | 0.28% | 77 | +3,582 | 18.37% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 22,492 | 504 | 0.08% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,951 | 492 | 0.01% | 0.01% | 79 | -5,471 | -19.95% | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 21,496 | 482 | 0.01% | 0.01% | 81 | -10,278 | -32.35% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 21,470 | 482 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 21,467 | 472 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,876 | 468 | 0.02% | 0.01% | 83 | +9,669 | 86.28% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | New | 20,782 | 466 | 0.01% | — | 84 | +20,782 | New | Q2 2026 | Aug 14, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 20,747 | 465 | 0.05% | 0.05% | 85 | +2,881 | 16.13% | Q2 2026 | Jul 21, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 20,184 | 453 | 0.06% | 0.05% | 86 | +5,184 | 34.56% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,875 | 446 | 0.01% | 0.01% | 87 | +1,703 | 9.37% | Q2 2026 | Jul 07, 2026 |
| Veracity Capital LLC | History | No change | 19,801 | 444 | 0.12% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,715 | 442 | 0.02% | 0.01% | 89 | +8,013 | 68.48% | Q2 2026 | Jul 22, 2026 |
| Serenity Investment Advisors | History | Added to | 19,995 | 442 | 0.19% | 0.2% | 90 | +882 | 4.61% | Q2 2026 | Aug 24, 2026 |
| Advyzon Investment Management, LLC | History | New | 18,596 | 417 | 0.03% | — | 91 | +18,596 | New | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,806 | 399 | 0.01% | 0.01% | 92 | +5,793 | 48.22% | Q2 2026 | Aug 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 17,242 | 387 | 0.04% | 0.04% | 93 | +6 | 0.03% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,864 | 378 | 0.02% | 0.02% | 94 | +950 | 5.97% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | New | 16,537 | 371 | 0.0% | — | 95 | +16,537 | New | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,859 | 356 | 0.0% | 0.0% | 96 | +333 | 2.14% | Q2 2026 | Aug 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 16,000 | 355 | 0.04% | — | 97 | +16,000 | New | Q2 2026 | Jul 24, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 15,557 | 349 | 0.19% | — | 98 | +15,557 | New | Q2 2026 | Aug 13, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 15,162 | 340 | 0.1% | 0.18% | 99 | -138 | -0.9% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,691 | 329 | 0.01% | — | 102 | +14,691 | New | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,691 | 329 | 0.0% | 0.0% | 100 | +336 | 2.34% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 14,691 | 329 | 0.01% | 0.01% | 101 | +95 | 0.65% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 14,281 | 320 | 0.04% | 0.04% | 103 | -1,594 | -10.04% | Q2 2026 | Jul 23, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 14,166 | 318 | 0.18% | — | 104 | +14,166 | New | Q2 2026 | Jul 15, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 14,085 | 316 | 0.09% | 0.08% | 106 | +3,518 | 33.29% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,113 | 316 | 0.0% | 0.0% | 105 | +1,759 | 14.24% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | New | 14,001 | 314 | 0.0% | — | 107 | +14,001 | New | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,787 | 309 | 0.0% | 0.0% | 108 | +3,861 | 38.9% | Q2 2026 | Sep 08, 2026 |
| Vawter Financial, Ltd. | History | No change | 13,756 | 308 | 0.12% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 13,565 | 304 | 0.09% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,485 | 302 | 0.0% | 0.01% | 111 | -13,177 | -49.42% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | New | 13,400 | 300 | 0.0% | — | 112 | +13,400 | New | Q2 2026 | Jul 23, 2026 |
| Vision Retirement, LLC | History | Added to | 12,906 | 289 | 0.07% | 0.08% | 113 | +94 | 0.73% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 12,313 | 276 | 0.03% | — | 114 | +12,313 | New | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,081 | 271 | 0.01% | 0.0% | 115 | +619 | 5.4% | Q2 2026 | Jul 09, 2026 |
| Alpha Financial Partners LLC | History | Added to | 11,467 | 257 | 0.14% | 0.15% | 116 | +115 | 1.01% | Q2 2026 | Aug 11, 2026 |
| M Wealth Management, LLC | History | Reduced | 11,200 | 251 | 0.2% | 0.3% | 117 | -5,000 | -30.86% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,180 | 250 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 10,687 | 239 | 0.06% | 0.07% | 119 | -1,245 | -10.43% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,070 | 226 | 0.0% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversified Trust Co | History | No change | 10,000 | 224 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | New | 9,973 | 223 | 0.0% | — | 122 | +9,973 | New | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 9,668 | 213 | 0.01% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,329 | 209 | 0.0% | 0.0% | 124 | -453 | -4.63% | Q2 2026 | Aug 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 9,278 | 208 | 0.01% | — | 125 | +9,278 | New | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,869 | 199 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8,631 | 193 | 0.08% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 8,092 | 181 | 0.0% | 0.0% | 128 | +2,320 | 40.19% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,484 | 168 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kings Path Partners LLC | History | Added to | 6,949 | 156 | 0.04% | 0.04% | 130 | +2,253 | 47.98% | Q2 2026 | Jul 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6,784 | 152 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,321 | 141 | 0.0% | 0.0% | 132 | -1,228 | -16.27% | Q2 2026 | Jul 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 5,000 | 112 | 0.02% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Added to | 4,075 | 91 | 0.0% | 0.0% | 134 | +1,233 | 43.38% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,898 | 87 | 0.0% | 0.0% | 135 | -208 | -5.07% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,455 | 77 | 0.0% | 0.0% | 136 | +67 | 1.98% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 3,420 | 76 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,438 | 75 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,769 | 62 | 0.0% | 0.0% | 140 | +47 | 1.73% | Q2 2026 | Aug 07, 2026 |
| TSFG, LLC | History | No change | 2,750 | 62 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | New | 2,562 | 57 | 0.03% | — | 141 | +2,562 | New | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,451 | 55 | 0.0% | 0.0% | 142 | -339 | -12.15% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 2,051 | 46 | 0.0% | 0.0% | 143 | -26,652 | -92.85% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,050 | 23 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 833 | 18 | 0.0% | 0.0% | 145 | +60 | 7.76% | Q2 2026 | Jul 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 600 | 13 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 313 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 140 | 3 | 0.0% | 0.0% | 148 | +10 | 7.69% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -65,373 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -42,522 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,918 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -28,964 | -100.0% | Q2 2026 | Jul 09, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,748 | -100.0% | Q2 2026 | Aug 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,450 | -100.0% | Q2 2026 | Jul 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,935 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,361 | -100.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,180 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Imprint Wealth LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |