BondBloxx ETF Trust - XHLF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 7,802,882 | 392,484 | 9.88% | 9.88% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Q3 Asset Management | History | No change | 5,434,650 | 272,547 | 49.92% | 49.92% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | No change | 2,997,085 | 150,753 | 22.34% | 22.34% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,252,452 | 62,998 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 1,101,014 | 55,392 | 5.84% | 5.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tanager Wealth Management LLP | History | No change | 970,303 | 48,806 | 4.25% | 4.25% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 885,367 | 44,533 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 702,433 | 35,333 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 612,547 | 30,811 | 3.92% | 3.92% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 542,920 | 27,308 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JDM Financial Group LLC | History | No change | 498,806 | 25,089 | 8.57% | 8.57% | 11 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 419,644 | 21,108 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Preferred, LLC | History | No change | 378,300 | 18,986 | 2.94% | 2.94% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 375,690 | 18,897 | 0.38% | 0.38% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 348,553 | 17,532 | 1.06% | 1.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 308,141 | 15,499 | 0.78% | 0.78% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 301,901 | 15,185 | 0.27% | 0.27% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 294,518 | 14,799 | 0.25% | 0.25% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 294,518 | 14,799 | 0.25% | 0.25% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 209,507 | 10,538 | 1.3% | 1.3% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | No change | 203,535 | 10,237 | 1.49% | 1.49% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| eCIO, Inc. | History | No change | 180,392 | 9,073 | 2.55% | 2.55% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairlight Advisors | History | No change | 180,178 | 9,062 | 7.39% | 7.39% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stadion Money Management, LLC | History | No change | 174,729 | 8,762 | 0.76% | 0.76% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 166,800 | 8,390 | 0.81% | 0.81% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | No change | 155,058 | 7,799 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 151,670 | 7,629 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 140,248 | 7,054 | 2.47% | 2.47% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 136,934 | 6,887 | 1.54% | 1.54% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Forty Two & Co. | History | No change | 119,610 | 6,016 | 5.11% | 5.11% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bulwark Capital Corp | History | No change | 94,661 | 4,761 | 2.68% | 2.68% | 31 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 91,985 | 4,626 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 81,513 | 4,100 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 78,993 | 3,973 | 0.58% | 0.58% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 71,176 | 3,580 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STAR Financial Bank | History | No change | 70,214 | 3,531 | 1.44% | 1.44% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 69,419 | 3,491 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 64,354 | 3,237 | 2.88% | 2.88% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 63,786 | 3,208 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 62,893 | 3,164 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| S&A Financial Services, Inc. | History | No change | 62,586 | 3,148 | 1.92% | 1.92% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empowered Funds, LLC | History | No change | 59,380 | 2,977 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 57,533 | 2,891 | 1.63% | 1.72% | 43 | +367 | 0.64% | Q3 2026 | Oct 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 49,771 | 2,503 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 49,476 | 2,488 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blume Capital Management, Inc. | History | No change | 48,814 | 2,455 | 0.36% | 0.36% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SYON CAPITAL LLC | History | No change | 48,441 | 2,436 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 47,307 | 2,379 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 3EDGE Asset Management, LP | History | No change | 42,035 | 2,114 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 37,312 | 1,873 | 0.49% | 0.49% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 36,480 | 1,834 | 0.48% | 0.48% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 34,629 | 1,741 | 0.72% | 0.72% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 33,836 | 1,701 | 0.32% | 0.32% | 53 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Private Advisory Group LLC | History | No change | 32,832 | 1,651 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 25,329 | 1,274 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 24,762 | 1,245 | 1.5% | 1.5% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 22,973 | 1,155 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewSquare Capital LLC | History | No change | 21,731 | 1,093 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ABLE Financial Group, LLC | History | No change | 21,102 | 1,061 | 0.18% | 0.18% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tailwinds Wealth, LLC | History | No change | 20,439 | 1,028 | 0.61% | 0.61% | 60 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 20,428 | 1,027 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 18,088 | 908 | 0.36% | 0.36% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Single Point Partners, LLC | History | No change | 16,835 | 846 | 0.15% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 16,810 | 845 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,388 | 824 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teucrium Investment Advisors, LLC | History | No change | 16,239 | 814 | 0.72% | 0.72% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,807 | 795 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Able Wealth Management LLC | History | No change | 15,524 | 780 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | No change | 14,183 | 713 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebrook Private Inc. | History | No change | 13,944 | 701 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 12,531 | 630 | 0.41% | 0.41% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 12,400 | 623 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,278 | 617 | 0.1% | 0.1% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,163 | 611 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,618 | 584 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 11,319 | 569 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,102 | 558 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenline Partners, LLC | History | No change | 10,439 | 525 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,332 | 520 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Holcombe Financial, Inc. | History | No change | 10,165 | 511 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 9,900 | 498 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 9,650 | 485 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Guidance Group, Inc. | History | No change | 9,600 | 482 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Note Advisors, LLC | History | No change | 9,416 | 473 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZEGA Investments, LLC | History | No change | 9,129 | 459 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | No change | 9,074 | 456 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Added to | 8,596 | 431 | 0.34% | 0.32% | 87 | +252 | 3.02% | Q3 2026 | Oct 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,366 | 421 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 8,208 | 412 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | New | 8,118 | 407 | 0.01% | — | 90 | +8,118 | New | Q3 2026 | Oct 08, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 7,838 | 394 | 0.24% | 0.24% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 7,698 | 387 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 7,299 | 367 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 7,089 | 356 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,574 | 330 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 6,454 | 324 | 0.3% | 0.3% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 6,399 | 321 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 6,214 | 312 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 6,155 | 308 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Meredith Wealth Planning | History | No change | 6,081 | 305 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank OZK | History | No change | 5,627 | 283 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,619 | 282 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,594 | 281 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Traub Capital Management LLC | History | No change | 5,535 | 278 | 0.25% | 0.25% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westfuller Advisors, LLC | History | No change | 5,039 | 253 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5,020 | 252 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bravias Capital Group, LLC | History | No change | 4,680 | 235 | 0.14% | 0.14% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,597 | 231 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,583 | 230 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 4,507 | 226 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 4,397 | 221 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,205 | 211 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,105 | 206 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 4,000 | 201 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,008 | 201 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,697 | 185 | 0.0% | 0.0% | 116 | -3,184 | -46.27% | Q3 2026 | Oct 08, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 2,421 | 121 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 1,414 | 71 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NBH Bank | History | No change | 1,400 | 70 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 990 | 49 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 921 | 46 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 809 | 40 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 815 | 40 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 400 | 20 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 252 | 12 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 220 | 11 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 188 | 9 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 99 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -21,312 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GK Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |