BondBloxx ETF Trust - XTEN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,003,789 | 137,753 | 0.04% | 0.04% | 1 | +227,001 | 8.17% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,987,051 | 91,126 | 1.05% | 0.83% | 2 | +519,309 | 35.38% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,661,825 | 76,078 | 0.0% | 0.0% | 3 | +173,975 | 11.69% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,542,545 | 70,741 | 0.69% | 0.7% | 4 | -7,481 | -0.48% | Q1 2026 | May 08, 2026 |
| Gradient Investments LLC | History | Added to | 858,750 | 39,382 | 0.61% | 0.54% | 5 | +119,915 | 16.23% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 815,133 | 37,381 | 0.0% | 0.0% | 6 | +95,544 | 13.28% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 602,802 | 27,596 | 4.2% | — | 7 | +602,802 | New | Q1 2026 | May 07, 2026 |
| Northland Capital Management LLC | History | New | 566,174 | 25,964 | 14.2% | — | 8 | +566,174 | New | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | New | 525,258 | 24,088 | 0.03% | — | 9 | +525,258 | New | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 499,775 | 23,099 | 1.72% | 1.72% | 10 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 441,933 | 20,248 | 2.78% | 2.93% | 11 | +21,888 | 5.21% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 407,452 | 18,685 | 0.53% | 0.0% | 12 | +407,162 | 140400.69% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 393,966 | 18,067 | 0.2% | — | 13 | +393,966 | New | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 362,782 | 16,637 | 2.07% | 1.92% | 14 | +22,960 | 6.76% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Added to | 251,297 | 11,524 | 0.06% | 0.06% | 15 | +16,293 | 6.93% | Q1 2026 | May 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 223,886 | 10,267 | 0.76% | 0.74% | 16 | +8,081 | 3.74% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | New | 198,672 | 9,111 | 0.02% | — | 17 | +198,672 | New | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 186,040 | 8,532 | 0.07% | 0.06% | 18 | +34,121 | 22.46% | Q1 2026 | Apr 07, 2026 |
| DUTCH ASSET Corp | History | Reduced | 182,459 | 8,367 | 5.62% | 6.57% | 19 | -2,094 | -1.13% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 159,335 | 7,307 | 0.01% | 0.01% | 20 | +9,305 | 6.2% | Q1 2026 | May 13, 2026 |
| Daviman Financial, LLC | History | Added to | 158,626 | 7,274 | 4.3% | 4.08% | 21 | +8,224 | 5.47% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 158,397 | 7,264 | 0.88% | 0.79% | 22 | +17,935 | 12.77% | Q1 2026 | Apr 23, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 156,234 | 7,164 | 4.17% | 4.05% | 23 | +14,783 | 10.45% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 124,698 | 5,718 | 0.14% | 0.13% | 24 | +7,147 | 6.08% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 120,935 | 5,546 | 0.27% | 0.26% | 25 | +3,969 | 3.39% | Q1 2026 | May 05, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 117,602 | 5,393 | 1.74% | 1.82% | 26 | -1,375 | -1.16% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 114,777 | 5,263 | 0.13% | 0.15% | 27 | -6,466 | -5.33% | Q1 2026 | Apr 07, 2026 |
| JT Stratford LLC | History | Added to | 109,889 | 5,039 | 0.64% | 0.63% | 28 | +3,462 | 3.25% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 106,325 | 4,914 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Scarborough Advisors, LLC | History | Added to | 107,081 | 4,910 | 0.54% | 0.0% | 30 | +106,854 | 47072.25% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 102,855 | 4,716 | 0.07% | — | 31 | +102,855 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 102,320 | 4,692 | 0.01% | — | 32 | +102,320 | New | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 96,652 | 4,432 | 0.25% | 0.25% | 33 | +51,560 | 114.34% | Q1 2026 | Apr 22, 2026 |
| Empowered Funds, LLC | History | Added to | 94,401 | 4,315 | 0.03% | 0.07% | 34 | +10,692 | 12.77% | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 92,841 | 4,257 | 1.02% | 0.91% | 35 | +8,921 | 10.63% | Q1 2026 | May 11, 2026 |
| Chatterton & Associates Inc. | History | Added to | 91,909 | 4,217 | 2.96% | 2.71% | 36 | +23,546 | 34.44% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 91,087 | 4,177 | 0.3% | 0.3% | 37 | +1,702 | 1.9% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 89,028 | 4,082 | 1.43% | 1.34% | 38 | +3,424 | 4.0% | Q1 2026 | May 05, 2026 |
| West Wealth Group, LLC | History | Reduced | 86,342 | 3,959 | 0.78% | 0.97% | 39 | -15,200 | -14.97% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,575 | 3,511 | 0.01% | 0.0% | 40 | +40,404 | 111.7% | Q1 2026 | May 04, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 74,290 | 3,425 | 0.24% | 0.29% | 41 | -12,052 | -13.96% | Q1 2026 | Apr 29, 2026 |
| Redwood Investment Management, LLC | History | Added to | 74,006 | 3,394 | 0.42% | 0.36% | 42 | +4,138 | 5.92% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 70,616 | 3,238 | 0.86% | 0.81% | 43 | +4,408 | 6.66% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 67,179 | 3,080 | 0.0% | 0.0% | 44 | -19,080 | -22.12% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 64,938 | 2,978 | 0.06% | 0.05% | 45 | +12,653 | 24.2% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 60,366 | 2,756 | 0.03% | 0.03% | 46 | -1,338 | -2.17% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 59,561 | 2,731 | 0.1% | 0.19% | 47 | -60,253 | -50.29% | Q1 2026 | Apr 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 58,919 | 2,702 | 1.55% | 1.65% | 48 | -3,718 | -5.94% | Q1 2026 | Apr 08, 2026 |
| M1 Capital Management LLC | History | Reduced | 58,682 | 2,691 | 1.24% | 1.14% | 49 | -600 | -1.01% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 58,442 | 2,680 | 0.52% | 0.38% | 50 | +2,856 | 5.14% | Q1 2026 | Apr 29, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 57,964 | 2,658 | 2.31% | 2.4% | 51 | -770 | -1.31% | Q1 2026 | Apr 10, 2026 |
| Brown Financial Advisors | History | Added to | 57,064 | 2,616 | 0.99% | 0.77% | 52 | +11,769 | 25.98% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 55,568 | 2,548 | 0.43% | 0.42% | 53 | +2,904 | 5.51% | Q1 2026 | May 08, 2026 |
| Range Financial Group LLC | History | Reduced | 52,458 | 2,405 | 0.81% | 0.84% | 54 | -272 | -0.52% | Q1 2026 | Apr 30, 2026 |
| WealthPoint Financial, LLC | History | No change | 51,526 | 2,381 | 2.07% | 2.07% | 55 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Added to | 51,274 | 2,351 | 0.0% | 0.0% | 56 | +6,482 | 14.47% | Q1 2026 | May 06, 2026 |
| Apeiron RIA LLC | History | Added to | 44,804 | 2,054 | 0.48% | 0.4% | 57 | +1,548 | 3.58% | Q1 2026 | Apr 27, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 44,306 | 2,047 | 1.3% | 1.3% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 44,032 | 2,019 | 0.2% | 0.11% | 59 | +19,973 | 83.02% | Q1 2026 | May 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 43,763 | 2,006 | 1.88% | 1.68% | 60 | +2,101 | 5.04% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 43,451 | 1,992 | 0.28% | 0.25% | 61 | +3,969 | 10.05% | Q1 2026 | Apr 15, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 42,996 | 1,987 | 1.11% | 1.11% | 62 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| &PARTNERS | History | New | 42,881 | 1,970 | 0.01% | — | 63 | +42,881 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 42,841 | 1,964 | 0.01% | 0.01% | 64 | -1,395 | -3.15% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 41,169 | 1,888 | 0.4% | 0.34% | 65 | +6,285 | 18.02% | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 40,923 | 1,876 | 0.59% | 0.6% | 66 | +443 | 1.09% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 39,046 | 1,790 | 0.12% | 0.1% | 67 | +3,134 | 8.73% | Q1 2026 | May 21, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 37,975 | 1,741 | 0.34% | 0.37% | 68 | +3,300 | 9.52% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,184 | 1,705 | 0.03% | 0.03% | 69 | +1,801 | 5.09% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 37,312 | 1,703 | 0.27% | 0.22% | 70 | +9,396 | 33.66% | Q1 2026 | Apr 14, 2026 |
| Marks Group Wealth Management, Inc | History | New | 36,978 | 1,695 | 0.16% | — | 71 | +36,978 | New | Q1 2026 | May 05, 2026 |
| JDM Financial Group LLC | History | Reduced | 35,597 | 1,632 | 0.63% | 1.16% | 72 | -29,300 | -45.15% | Q1 2026 | May 20, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 35,313 | 1,619 | 1.6% | 1.36% | 73 | +4,969 | 16.38% | Q1 2026 | Apr 28, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 33,728 | 1,546 | 0.36% | 0.28% | 74 | +7,512 | 28.65% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 33,231 | 1,523 | 0.02% | — | 75 | +33,231 | New | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 33,171 | 1,521 | 0.78% | 0.69% | 76 | +4,389 | 15.25% | Q1 2026 | Apr 10, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 33,029 | 1,514 | 1.08% | 0.97% | 77 | +3,614 | 12.29% | Q1 2026 | May 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 32,485 | 1,489 | 0.99% | 0.96% | 78 | +2,013 | 6.61% | Q1 2026 | Apr 21, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 32,251 | 1,479 | 0.14% | 0.14% | 79 | -996 | -3.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 32,167 | 1,475 | 0.0% | — | 80 | +32,167 | New | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Reduced | 32,017 | 1,468 | 0.37% | 0.36% | 81 | -482 | -1.48% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 31,255 | 1,433 | 0.05% | 0.05% | 82 | -467 | -1.47% | Q1 2026 | May 07, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 31,077 | 1,425 | 0.31% | 0.28% | 83 | +2,111 | 7.29% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 30,594 | 1,403 | 0.09% | 0.08% | 84 | +1,803 | 6.26% | Q1 2026 | Apr 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 30,511 | 1,399 | 0.96% | 0.86% | 85 | +3,286 | 12.07% | Q1 2026 | Apr 16, 2026 |
| Nemes Rush Group LLC | History | Added to | 30,283 | 1,388 | 0.13% | 0.1% | 86 | +7,760 | 34.45% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 28,229 | 1,292 | 0.05% | 0.05% | 87 | +1,695 | 6.39% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,596 | 1,264 | 0.0% | 0.0% | 88 | -20,301 | -42.38% | Q1 2026 | Apr 08, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 26,823 | 1,230 | 0.67% | 0.62% | 89 | +2,358 | 9.64% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 26,251 | 1,203 | 0.27% | 0.24% | 90 | +4,182 | 18.95% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,586 | 1,173 | 0.0% | 0.0% | 91 | +2,619 | 11.4% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,193 | 1,155 | 0.02% | 0.02% | 92 | +3,727 | 17.36% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,910 | 1,142 | 0.07% | 0.07% | 93 | -83 | -0.33% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 23,680 | 1,085 | 0.08% | 0.04% | 94 | +12,500 | 111.81% | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 22,955 | 1,052 | 0.39% | 0.38% | 95 | +718 | 3.23% | Q1 2026 | Apr 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 22,780 | 1,044 | 0.13% | 0.08% | 96 | +8,357 | 57.94% | Q1 2026 | May 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 21,353 | 979 | 0.3% | 0.22% | 97 | -721 | -3.27% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,835 | 956 | 0.0% | 0.0% | 98 | +5,422 | 35.18% | Q1 2026 | Apr 30, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 20,605 | 944 | 0.29% | 0.3% | 99 | +186 | 0.91% | Q1 2026 | Apr 28, 2026 |
| MSH Capital Advisors LLC | History | Added to | 20,302 | 931 | 0.2% | 0.2% | 100 | +496 | 2.5% | Q1 2026 | May 08, 2026 |
| Catalina Capital Group, LLC | History | Added to | 20,258 | 929 | 0.55% | 0.51% | 101 | +2,074 | 11.41% | Q1 2026 | Apr 23, 2026 |
| GatePass Capital, LLC | History | Added to | 19,760 | 906 | 0.42% | 0.34% | 102 | +5,299 | 36.64% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,397 | 850 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,373 | 796 | 0.0% | 0.0% | 104 | +1,976 | 12.83% | Q1 2026 | Apr 24, 2026 |
| Centurion Wealth Management LLC | History | Added to | 16,433 | 753 | 0.17% | 0.12% | 105 | +4,822 | 41.53% | Q1 2026 | Apr 10, 2026 |
| Latitude Advisors, LLC | History | Added to | 16,058 | 736 | 0.34% | 0.22% | 106 | +5,195 | 47.82% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 15,658 | 718 | 0.04% | 0.02% | 107 | +7,327 | 87.95% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,828 | 679 | 0.01% | 0.01% | 108 | -1,252 | -7.79% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 14,567 | 668 | 0.09% | 0.08% | 109 | +1,205 | 9.02% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 14,059 | 644 | 0.04% | 0.05% | 110 | +63 | 0.45% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,026 | 643 | 0.0% | 0.0% | 111 | +9,009 | 179.57% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | New | 13,785 | 632 | 0.02% | — | 112 | +13,785 | New | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 13,704 | 628 | 0.08% | 0.07% | 113 | +1,539 | 12.65% | Q1 2026 | Apr 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 13,675 | 627 | 0.31% | 0.32% | 114 | +385 | 2.9% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,488 | 618 | 0.01% | 0.02% | 115 | -5,103 | -27.45% | Q1 2026 | May 15, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 13,156 | 615 | 0.6% | 0.6% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M Holdings Securities, Inc. | History | Added to | 13,275 | 609 | 0.04% | 0.04% | 117 | +181 | 1.38% | Q1 2026 | May 12, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 13,296 | 609 | 0.22% | 0.31% | 118 | -59 | -0.44% | Q1 2026 | May 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 13,137 | 602 | 0.26% | 0.28% | 119 | +63 | 0.48% | Q1 2026 | May 27, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 13,124 | 601 | 0.06% | 0.11% | 120 | -11,267 | -46.19% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 13,013 | 596 | 0.0% | 0.0% | 121 | -22,868 | -63.73% | Q1 2026 | May 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 12,403 | 568 | 0.27% | 0.25% | 122 | +38 | 0.31% | Q1 2026 | May 14, 2026 |
| Northwest Capital Management Inc | History | No change | 12,194 | 563 | 2.44% | 2.44% | 123 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 11,711 | 537 | 0.04% | 0.03% | 124 | +3,302 | 39.27% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,683 | 535 | 0.02% | 0.02% | 125 | +881 | 8.16% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 11,678 | 535 | 0.14% | 0.15% | 126 | +535 | 4.8% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 11,661 | 534 | 0.01% | 0.01% | 127 | -4,469 | -27.71% | Q1 2026 | Apr 16, 2026 |
| Fulcrum Equity Management | History | Added to | 11,610 | 532 | 0.51% | 0.5% | 128 | +277 | 2.44% | Q1 2026 | Apr 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,945 | 501 | 0.02% | 0.02% | 129 | +1,559 | 16.61% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 10,796 | 495 | 0.06% | — | 130 | +10,796 | New | Q1 2026 | Apr 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 10,646 | 488 | 0.06% | 0.06% | 131 | +469 | 4.61% | Q1 2026 | Apr 20, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 9,351 | 428 | 0.25% | 0.46% | 132 | -8,518 | -47.67% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 9,119 | 418 | 0.0% | — | 133 | +9,119 | New | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 9,112 | 417 | 0.05% | 0.04% | 134 | +1,162 | 14.62% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,129 | 415 | 0.03% | 0.04% | 135 | -928 | -9.23% | Q1 2026 | May 01, 2026 |
| Payne Capital LLC | History | New | 8,110 | 371 | 0.34% | — | 136 | +8,110 | New | Q1 2026 | Apr 20, 2026 |
| Western Financial Corp/CA | History | Reduced | 7,760 | 355 | 0.14% | 0.16% | 137 | -900 | -10.39% | Q1 2026 | Apr 22, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 7,681 | 352 | 0.24% | 0.22% | 139 | +620 | 8.78% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 7,684 | 352 | 0.0% | 0.0% | 138 | +88 | 1.16% | Q1 2026 | May 13, 2026 |
| Asempa Wealth Advisors | History | Added to | 7,670 | 350 | 0.3% | 0.19% | 140 | +2,929 | 61.78% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,376 | 338 | 0.0% | 0.0% | 141 | +1,504 | 25.61% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Added to | 6,797 | 311 | 0.2% | 0.14% | 142 | +1,868 | 37.9% | Q1 2026 | Apr 21, 2026 |
| Argyle Capital Partners, LLC | History | No change | 6,547 | 300 | 0.22% | 0.22% | 143 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisor OS, LLC | History | New | 6,525 | 299 | 0.02% | — | 144 | +6,525 | New | Q1 2026 | May 07, 2026 |
| Heritage Family Offices, LLP | History | New | 6,497 | 297 | 0.13% | — | 146 | +6,497 | New | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,486 | 297 | 0.0% | — | 145 | +6,486 | New | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 6,428 | 294 | 0.08% | 0.08% | 147 | +209 | 3.36% | Q1 2026 | May 01, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 6,265 | 287 | 0.03% | 0.03% | 148 | +131 | 2.14% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 6,245 | 286 | 0.11% | 0.08% | 149 | -1,264 | -16.83% | Q1 2026 | May 04, 2026 |
| Cooper Financial Group | History | New | 5,945 | 272 | 0.03% | — | 150 | +5,945 | New | Q1 2026 | Apr 07, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 5,832 | 267 | 0.6% | 0.48% | 151 | +1,182 | 25.42% | Q1 2026 | Apr 27, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 5,658 | 259 | 0.13% | 0.13% | 152 | -22 | -0.39% | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | New | 5,542 | 254 | 0.01% | — | 153 | +5,542 | New | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,524 | 253 | 0.01% | 0.02% | 154 | -16,567 | -74.99% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,420 | 248 | 0.0% | 0.0% | 155 | +420 | 8.4% | Q1 2026 | May 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 5,404 | 247 | 0.09% | 0.11% | 156 | -1,229 | -18.53% | Q1 2026 | May 18, 2026 |
| PSI Advisors, LLC | History | New | 4,990 | 228 | 0.05% | — | 157 | +4,990 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,827 | 221 | 0.0% | — | 158 | +4,827 | New | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | New | 4,478 | 205 | 0.08% | — | 159 | +4,478 | New | Q1 2026 | Apr 17, 2026 |
| Purpose Unlimited Inc. | History | New | 4,096 | 187 | 0.01% | — | 160 | +4,096 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,315 | 152 | 0.0% | 0.0% | 161 | -383 | -10.36% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 3,066 | 140 | 0.0% | 0.0% | 162 | +35 | 1.15% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 2,707 | 124 | 0.01% | 0.0% | 163 | +1,525 | 129.02% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,274 | 104 | 0.03% | — | 164 | +2,274 | New | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,044 | 93 | 0.03% | 0.01% | 165 | +1,683 | 466.2% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,044 | 93 | 0.03% | 0.03% | 166 | -288 | -12.35% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 2,025 | 92 | 0.0% | 0.0% | 167 | +175 | 9.46% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,837 | 84 | 0.0% | 0.0% | 168 | +450 | 32.44% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,528 | 70 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,392 | 63 | 0.0% | — | 170 | +1,392 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,093 | 50 | 0.0% | 0.0% | 171 | +274 | 33.46% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 980 | 44 | 0.0% | 0.0% | 172 | +280 | 40.0% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 934 | 43 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 40,932 | 40 | 0.0% | 0.01% | 174 | -3,943 | -8.79% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 777 | 35 | 0.02% | 0.02% | 175 | +425 | 120.74% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 727 | 33 | 0.0% | 0.0% | 176 | -1 | -0.14% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 731 | 33 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 578 | 26 | 0.02% | 0.03% | 178 | -33 | -5.4% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 379 | 17 | 0.0% | — | 179 | +379 | New | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 309 | 14 | 0.0% | 0.0% | 180 | -57 | -15.57% | Q1 2026 | May 12, 2026 |
| Winch Advisory Services, LLC | History | New | 251 | 11 | 0.0% | — | 181 | +251 | New | Q1 2026 | Apr 30, 2026 |
| LGT Financial Advisors LLC | History | No change | 218 | 9 | 0.05% | 0.06% | 182 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | New | 179 | 8 | 0.0% | — | 184 | +179 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 178 | 8 | 0.0% | — | 183 | +178 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 139 | 6 | 0.0% | 0.0% | 185 | -106 | -43.27% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 136 | 6 | 0.0% | 0.0% | 186 | +90 | 195.65% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 141 | 6 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 48 | 2 | 0.0% | 0.0% | 189 | -461 | -90.57% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 47 | 2 | 0.0% | — | 191 | +47 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.21% | — | -403,452 | -100.0% | Q1 2026 | May 11, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 1.78% | — | -191,409 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -59,799 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,151 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,467 | -100.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,925 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,925 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,245 | -100.0% | Q1 2026 | May 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,894 | -100.0% | Q1 2026 | May 01, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,846 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |