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 | Added to | 8,832,260 | 188,789 | 3.57% | 3.47% | 1 | +685,850 | 8.42% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 2,630,748 | 59,060 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,379,286 | 29,482 | 0.04% | 0.04% | 3 | +57,596 | 4.36% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 838,089 | 18,815 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 762,198 | 17,111 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 415,599 | 9,328 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 371,409 | 8,338 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pearl Planning LLC | History | New | 340,940 | 7,287 | 3.02% | — | 8 | +340,940 | New | Q3 2026 | Oct 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 323,488 | 7,262 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 317,510 | 7,128 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prentice Wealth Management LLC | History | Added to | 320,623 | 6,853 | 1.39% | 1.14% | 11 | +73,575 | 29.78% | Q3 2026 | Oct 20, 2026 |
| Trust Co | History | Added to | 312,781 | 6,685 | 0.58% | 0.58% | 12 | +25,824 | 9.0% | Q3 2026 | Oct 09, 2026 |
| Heritage Investment Group, Inc. | History | New | 240,775 | 5,146 | 0.7% | — | 13 | +240,775 | New | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 217,172 | 4,875 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 178,482 | 3,815 | 1.54% | 1.64% | 15 | +36 | 0.02% | Q3 2026 | Oct 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 172,403 | 3,685 | 0.55% | — | 16 | +172,403 | New | Q3 2026 | Oct 26, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 162,722 | 3,653 | 2.19% | 2.19% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 161,516 | 3,626 | 0.72% | 0.72% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 157,020 | 3,525 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 159,955 | 3,419 | 0.01% | 0.01% | 20 | -35,272 | -18.07% | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 137,977 | 3,098 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 144,744 | 3,093 | 0.04% | 0.05% | 22 | -9,432 | -6.12% | Q3 2026 | Oct 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 135,923 | 3,051 | 0.45% | 0.45% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 138,057 | 2,950 | 0.06% | 0.06% | 24 | -313 | -0.23% | Q3 2026 | Nov 02, 2026 |
| Joseph Group Capital Management | History | Added to | 114,864 | 2,455 | 0.44% | 0.25% | 25 | +62,088 | 117.64% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 107,759 | 2,419 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 106,231 | 2,384 | 0.18% | 0.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 105,010 | 2,357 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 106,400 | 2,274 | 0.34% | 0.19% | 29 | +51,913 | 95.28% | Q3 2026 | Oct 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 96,618 | 2,163 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 98,893 | 2,113 | 0.1% | 0.1% | 31 | +10,316 | 11.65% | Q3 2026 | Oct 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 96,956 | 2,072 | 1.17% | 1.25% | 32 | +822 | 0.86% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,670 | 1,804 | 0.0% | 0.0% | 33 | +43,328 | 104.8% | Q3 2026 | Oct 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 78,991 | 1,773 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 77,325 | 1,735 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 76,758 | 1,640 | 1.18% | 1.27% | 36 | -3,442 | -4.29% | Q3 2026 | Oct 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 69,927 | 1,569 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 68,406 | 1,535 | 0.15% | 0.15% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | New | 68,911 | 1,472 | 0.06% | — | 39 | +68,911 | New | Q3 2026 | Oct 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 67,795 | 1,449 | 0.0% | 0.0% | 40 | -37,376 | -35.54% | Q3 2026 | Oct 30, 2026 |
| SK Wealth Management, LLC | History | No change | 64,431 | 1,425 | 0.32% | 0.32% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | No change | 63,097 | 1,416 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | No change | 59,216 | 1,329 | 0.23% | 0.23% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 53,942 | 1,210 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBA Advisors LLC | History | Added to | 53,327 | 1,139 | 0.37% | 0.39% | 45 | +1,502 | 2.9% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 50,080 | 1,124 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 49,785 | 1,117 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 45,000 | 1,010 | 0.31% | 0.31% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 44,520 | 999 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 43,025 | 965 | 0.13% | 0.13% | 50 | 0 | 0.0% | 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 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 44,428 | 950 | 0.01% | 0.01% | 52 | -4,064 | -8.38% | Q3 2026 | Oct 26, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 43,655 | 933 | 0.11% | 0.05% | 53 | +22,908 | 110.42% | Q3 2026 | Oct 16, 2026 |
| Advisory Resource Group | History | Added to | 43,296 | 925 | 0.13% | 0.11% | 54 | +10,926 | 33.75% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 37,732 | 847 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 37,438 | 840 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 36,452 | 818 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | Added to | 36,172 | 773 | 0.0% | 0.0% | 58 | +6,751 | 22.95% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,018 | 769 | 0.01% | 0.0% | 59 | +29,697 | 469.81% | Q3 2026 | Oct 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,924 | 761 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marietta Wealth Management, LLC | History | No change | 33,837 | 726 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,072 | 697 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 30,953 | 689 | 0.36% | 0.36% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 30,175 | 677 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 31,156 | 666 | 0.47% | 0.53% | 65 | +64 | 0.21% | Q3 2026 | Oct 27, 2026 |
| Beta Wealth Group, Inc. | History | No change | 28,810 | 646 | 0.24% | 0.24% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 28,694 | 644 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,329 | 626 | 0.01% | 0.0% | 68 | +20,000 | 214.39% | Q3 2026 | Oct 22, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 27,539 | 618 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 27,780 | 614 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 28,660 | 612 | 0.19% | 0.24% | 71 | -5,134 | -15.19% | Q3 2026 | Oct 16, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 28,507 | 610 | 0.21% | 0.22% | 72 | +180 | 0.64% | Q3 2026 | Oct 16, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 28,022 | 604 | 0.01% | 0.02% | 73 | -25,427 | -47.57% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 28,022 | 604 | 0.01% | 0.02% | 74 | -25,427 | -47.57% | Q3 2026 | Oct 20, 2026 |
| Summit Financial, LLC | History | No change | 25,955 | 582 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,862 | 574 | 0.0% | 0.0% | 76 | -2,014 | -6.97% | Q3 2026 | Nov 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 26,484 | 566 | 0.02% | 0.02% | 77 | +6,769 | 34.33% | Q3 2026 | Oct 26, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 25,912 | 553 | 0.14% | 0.15% | 78 | -797 | -2.98% | Q3 2026 | Oct 19, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 24,318 | 519 | 0.01% | 0.01% | 79 | +4,443 | 22.35% | Q3 2026 | Oct 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 23,077 | 518 | 0.28% | 0.28% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 23,720 | 507 | 0.28% | 0.31% | 81 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 22,492 | 504 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 21,470 | 482 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSG Advisors LLC | History | New | 22,012 | 470 | 0.1% | — | 84 | +22,012 | New | Q3 2026 | Nov 03, 2026 |
| Objective Capital Management, LLC | History | Reduced | 21,896 | 468 | 0.42% | 0.83% | 85 | -19,900 | -47.61% | Q3 2026 | Oct 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,782 | 466 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,548 | 460 | 0.01% | 0.01% | 87 | +52 | 0.24% | Q3 2026 | Oct 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,900 | 446 | 0.01% | 0.02% | 88 | +24 | 0.11% | Q3 2026 | Oct 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20,482 | 437 | 0.01% | 0.0% | 89 | +7,082 | 52.85% | Q3 2026 | Oct 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 20,164 | 431 | 0.05% | — | 90 | +20,164 | New | Q3 2026 | Oct 26, 2026 |
| Serenity Investment Advisors | History | No change | 19,995 | 427 | 0.19% | 0.19% | 91 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Veracity Capital LLC | History | No change | 19,801 | 423 | 0.11% | 0.12% | 92 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,633 | 419 | 0.0% | 0.01% | 93 | -5,600 | -22.19% | Q3 2026 | Oct 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 18,596 | 417 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,835 | 402 | 0.0% | 0.01% | 95 | -3,116 | -14.2% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,729 | 400 | 0.02% | 0.02% | 96 | +1,865 | 11.06% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 17,806 | 399 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 18,250 | 390 | 0.05% | 0.04% | 98 | +2,250 | 14.06% | Q3 2026 | Oct 28, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 17,242 | 387 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 16,537 | 371 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,859 | 356 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 16,442 | 351 | 0.19% | 0.18% | 102 | +2,276 | 16.07% | Q3 2026 | Oct 27, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 15,557 | 349 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 15,162 | 340 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 15,886 | 339 | 0.01% | 0.0% | 105 | +7,794 | 96.32% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,674 | 335 | 0.0% | 0.0% | 106 | +1,673 | 11.95% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 14,691 | 329 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 14,895 | 323 | 0.01% | 0.01% | 108 | +204 | 1.39% | Q3 2026 | Oct 30, 2026 |
| Brookwood Investment Group LLC | History | No change | 14,281 | 320 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Indivisible Partners | History | Reduced | 14,881 | 318 | 0.01% | 0.06% | 110 | -29,230 | -66.26% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 14,113 | 316 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arrowroot Family Office, LLC | History | No change | 14,085 | 316 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,787 | 309 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vawter Financial, Ltd. | History | No change | 13,756 | 308 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 13,565 | 304 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,485 | 302 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 13,832 | 295 | 0.04% | — | 117 | +13,832 | New | Q3 2026 | Oct 26, 2026 |
| Vision Retirement, LLC | History | No change | 12,906 | 289 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 12,313 | 276 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Financial Partners LLC | History | No change | 11,467 | 257 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,180 | 250 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,592 | 247 | 0.03% | — | 122 | +11,592 | New | Q3 2026 | Oct 19, 2026 |
| StoneX Group Inc. | History | New | 11,078 | 242 | 0.01% | — | 123 | +11,078 | New | Q3 2026 | Nov 03, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,687 | 239 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M Wealth Management, LLC | History | No change | 11,200 | 239 | 0.18% | 0.2% | 125 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,070 | 226 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversified Trust Co | History | No change | 10,000 | 224 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | New | 10,201 | 223 | 0.0% | — | 129 | +10,201 | New | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 9,973 | 223 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,278 | 208 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | New | 9,565 | 204 | 0.06% | — | 131 | +9,565 | New | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,518 | 203 | 0.0% | 0.01% | 132 | -2,563 | -21.22% | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8,631 | 193 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,869 | 189 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 7,749 | 165 | 0.01% | — | 135 | +7,749 | New | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,484 | 159 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6,784 | 152 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kings Path Partners LLC | History | No change | 6,949 | 148 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 5,000 | 106 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AE Wealth Management LLC | History | No change | 4,075 | 91 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,898 | 87 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,455 | 77 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 3,420 | 76 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 2,769 | 62 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TSFG, LLC | History | No change | 2,750 | 59 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,451 | 55 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,570 | 54 | 0.02% | 0.03% | 147 | +8 | 0.31% | Q3 2026 | Oct 29, 2026 |
| Financial Perspectives, Inc | History | New | 2,263 | 48 | 0.01% | — | 148 | +2,263 | New | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 2,051 | 46 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | New | 1,875 | 40 | 0.0% | — | 150 | +1,875 | New | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | Added to | 1,422 | 30 | 0.0% | 0.0% | 151 | +589 | 70.71% | Q3 2026 | Oct 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,050 | 23 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 600 | 12 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 500 | 11 | 0.0% | — | 154 | +500 | New | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 313 | 7 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 218 | 4 | 0.0% | 0.0% | 156 | +116 | 113.73% | Q3 2026 | Nov 02, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 140 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Aspen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -75,007 | -100.0% | Q3 2026 | Oct 14, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,799 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,184 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,691 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,668 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TRUST CO OF VERMONT | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 21, 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 |