BondBloxx ETF Trust - XTEN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,776,788 | 128,343 | 0.04% | 0.01% | 1 | +1,994,379 | 254.9% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,550,026 | 71,642 | 0.7% | 0.88% | 2 | -280,077 | -15.3% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,487,850 | 68,768 | 0.0% | 0.0% | 3 | -23,301 | -1.54% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,467,742 | 67,839 | 0.83% | 0.84% | 4 | +33,389 | 2.33% | Q4 2025 | Jan 21, 2026 |
| Gradient Investments LLC | History | Added to | 738,835 | 34,148 | 0.54% | 0.52% | 5 | +71,046 | 10.64% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 719,589 | 33,259 | 0.0% | 0.0% | 6 | -230,431 | -24.26% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 499,775 | 23,099 | 1.72% | 1.9% | 7 | -38,685 | -7.18% | Q4 2025 | Jan 20, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 420,045 | 19,415 | 2.93% | 3.02% | 8 | -3,556 | -0.84% | Q4 2025 | Jan 27, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 403,452 | 18,648 | 0.21% | 0.22% | 9 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 339,822 | 15,706 | 1.92% | 1.99% | 10 | -635 | -0.19% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 235,004 | 10,861 | 0.06% | 0.08% | 11 | -18,781 | -7.4% | Q4 2025 | Jan 26, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 215,805 | 9,989 | 0.74% | 0.7% | 12 | +20,768 | 10.65% | Q4 2025 | Jan 16, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 191,409 | 8,846 | 1.78% | 1.78% | 13 | +3,626 | 1.93% | Q4 2025 | Jan 07, 2026 |
| DUTCH ASSET Corp | History | New | 184,553 | 8,530 | 6.57% | — | 14 | +184,553 | New | Q4 2025 | Mar 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 151,919 | 7,022 | 0.06% | 0.07% | 15 | -37,510 | -19.8% | Q4 2025 | Jan 05, 2026 |
| Daviman Financial, LLC | History | New | 150,402 | 6,951 | 4.08% | — | 16 | +150,402 | New | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 150,030 | 6,934 | 0.01% | 0.01% | 17 | +46,973 | 45.58% | Q4 2025 | Feb 17, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 141,451 | 6,537 | 4.05% | 4.06% | 18 | +1,049 | 0.75% | Q4 2025 | Jan 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 140,462 | 6,492 | 0.79% | 0.79% | 19 | +6,125 | 4.56% | Q4 2025 | Jan 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 121,243 | 5,603 | 0.15% | 0.15% | 20 | +1,341 | 1.12% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 119,814 | 5,556 | 0.19% | 0.2% | 21 | +1,954 | 1.66% | Q4 2025 | Jan 12, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 118,977 | 5,499 | 1.82% | 2.46% | 22 | -36,222 | -23.34% | Q4 2025 | Jan 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 117,551 | 5,451 | 0.13% | 0.13% | 23 | +11,660 | 11.01% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Added to | 116,966 | 5,406 | 0.26% | 0.22% | 24 | +1,971 | 1.71% | Q4 2025 | Jan 27, 2026 |
| JT Stratford LLC | History | New | 106,427 | 4,919 | 0.63% | — | 25 | +106,427 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 106,325 | 4,914 | 0.02% | 0.02% | 26 | +531 | 0.5% | Q4 2025 | Jan 29, 2026 |
| West Wealth Group, LLC | History | Added to | 101,542 | 4,693 | 0.97% | 0.99% | 27 | +8,527 | 9.17% | Q4 2025 | Jan 26, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 89,385 | 4,131 | 0.3% | 0.31% | 28 | -722 | -0.8% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 86,342 | 3,990 | 0.29% | 0.31% | 29 | -2,140 | -2.42% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 86,259 | 3,986 | 0.0% | 0.0% | 30 | +59,401 | 221.17% | Q4 2025 | Feb 12, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 85,604 | 3,972 | 1.34% | 1.44% | 31 | -442 | -0.51% | Q4 2025 | Feb 10, 2026 |
| Mattson Financial Services, LLC | History | Added to | 83,920 | 3,878 | 0.91% | 0.81% | 32 | +11,139 | 15.3% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 83,709 | 3,869 | 0.07% | 0.03% | 33 | +11,664 | 16.19% | Q4 2025 | Feb 18, 2026 |
| Redwood Investment Management, LLC | History | Added to | 69,868 | 3,229 | 0.36% | 0.31% | 34 | +9,375 | 15.5% | Q4 2025 | Feb 17, 2026 |
| Chatterton & Associates Inc. | History | New | 68,363 | 3,159 | 2.71% | — | 35 | +68,363 | New | Q4 2025 | Jan 20, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 66,208 | 3,060 | 0.81% | 0.73% | 36 | +13,707 | 26.11% | Q4 2025 | Jan 12, 2026 |
| JDM Financial Group LLC | History | New | 64,897 | 2,999 | 1.16% | — | 37 | +64,897 | New | Q4 2025 | Feb 02, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 62,637 | 2,895 | 1.65% | 2.29% | 38 | -20,226 | -24.41% | Q4 2025 | Jan 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 61,704 | 2,851 | 0.03% | 0.04% | 39 | +9,495 | 18.19% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 59,799 | 2,763 | 0.0% | — | 40 | +59,799 | New | Q4 2025 | Feb 18, 2026 |
| M1 Capital Management LLC | History | Added to | 59,282 | 2,740 | 1.14% | 1.18% | 41 | +577 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Cassilly Financial Group LLC | History | New | 58,734 | 2,714 | 2.4% | — | 42 | +58,734 | New | Q4 2025 | Jan 15, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 55,586 | 2,569 | 0.38% | 0.39% | 43 | +75 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | Reduced | 52,664 | 2,465 | 0.42% | 0.56% | 44 | -19,110 | -26.63% | Q4 2025 | Feb 17, 2026 |
| Range Financial Group LLC | History | Added to | 52,730 | 2,437 | 0.84% | 0.52% | 45 | +21,805 | 70.51% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 52,285 | 2,416 | 0.05% | 0.04% | 46 | +17,322 | 49.54% | Q4 2025 | Feb 02, 2026 |
| WealthPoint Financial, LLC | History | New | 51,526 | 2,381 | 2.07% | — | 47 | +51,526 | New | Q4 2025 | Feb 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 47,897 | 2,218 | 0.0% | 0.0% | 48 | -112 | -0.23% | Q4 2025 | Jan 08, 2026 |
| Brown Financial Advisors | History | Added to | 45,295 | 2,093 | 0.77% | 0.78% | 49 | +252 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 45,092 | 2,084 | 0.25% | 0.24% | 50 | +5,573 | 14.1% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 44,875 | 2,074 | 0.01% | 0.01% | 51 | -8,321 | -15.64% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 44,792 | 2,070 | 0.0% | 0.0% | 52 | -4,133 | -8.45% | Q4 2025 | Feb 11, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 44,306 | 2,047 | 1.3% | 1.29% | 53 | +993 | 2.29% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 44,236 | 2,044 | 0.01% | — | 54 | +44,236 | New | Q4 2025 | Feb 18, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 42,996 | 1,987 | 1.11% | 1.19% | 55 | -248 | -0.57% | Q4 2025 | Mar 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 43,256 | 1,986 | 0.4% | 1.25% | 56 | -74,977 | -63.41% | Q4 2025 | Feb 03, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 41,662 | 1,933 | 1.68% | — | 57 | +41,662 | New | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 41,151 | 1,901 | 0.0% | — | 58 | +41,151 | New | Q4 2025 | Mar 25, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 40,480 | 1,870 | 0.6% | 0.56% | 59 | +4,994 | 14.07% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 39,482 | 1,824 | 0.25% | 0.31% | 60 | -1,067 | -2.63% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,171 | 1,671 | 0.0% | 0.0% | 61 | +11,637 | 47.43% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 35,912 | 1,659 | 0.1% | 0.11% | 62 | +3,430 | 10.56% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 35,881 | 1,658 | 0.0% | 0.01% | 63 | -8,953 | -19.97% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 35,383 | 1,635 | 0.03% | 0.04% | 64 | -2,637 | -6.94% | Q4 2025 | Feb 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 34,884 | 1,612 | 0.34% | 0.24% | 65 | +11,790 | 51.05% | Q4 2025 | Jan 29, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 34,675 | 1,602 | 0.37% | 0.32% | 66 | -1,068 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 33,247 | 1,536 | 0.14% | 0.12% | 67 | +5,053 | 17.92% | Q4 2025 | Feb 10, 2026 |
| RDA Financial Network | History | Added to | 32,499 | 1,502 | 0.36% | 0.37% | 68 | +458 | 1.43% | Q4 2025 | Jan 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 31,722 | 1,466 | 0.05% | 0.07% | 69 | -7,104 | -18.3% | Q4 2025 | Feb 02, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 30,472 | 1,408 | 0.96% | 0.88% | 70 | +4,486 | 17.26% | Q4 2025 | Jan 29, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 30,344 | 1,402 | 1.36% | 1.07% | 71 | +2,865 | 10.43% | Q4 2025 | Jan 29, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 29,415 | 1,359 | 0.97% | 1.06% | 72 | +1,867 | 6.78% | Q4 2025 | Feb 10, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 28,782 | 1,340 | 0.69% | 0.42% | 73 | +12,694 | 78.9% | Q4 2025 | Jan 29, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 28,966 | 1,338 | 0.28% | 0.3% | 74 | -975 | -3.26% | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 28,791 | 1,330 | 0.08% | 0.09% | 75 | -180 | -0.62% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | New | 27,916 | 1,290 | 0.22% | — | 76 | +27,916 | New | Q4 2025 | Jan 26, 2026 |
| Paladin Wealth, LLC | History | Added to | 27,225 | 1,258 | 0.86% | 0.83% | 77 | +2,709 | 11.05% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 26,534 | 1,231 | 0.05% | 0.07% | 78 | +1,472 | 5.87% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 26,216 | 1,211 | 0.28% | 0.26% | 79 | +1,920 | 7.9% | Q4 2025 | Jan 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,993 | 1,155 | 0.07% | 0.06% | 80 | -2,602 | -9.43% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,467 | 1,130 | 0.0% | — | 81 | +24,467 | New | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 24,465 | 1,130 | 0.62% | 0.75% | 82 | -3,760 | -13.32% | Q4 2025 | Jan 21, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 24,391 | 1,127 | 0.11% | 0.16% | 83 | -9,084 | -27.14% | Q4 2025 | Jan 26, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 24,059 | 1,112 | 0.11% | — | 84 | +24,059 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,967 | 1,061 | 0.0% | 0.01% | 85 | -2,067 | -8.26% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 22,523 | 1,041 | 0.1% | 0.09% | 86 | +3,548 | 18.7% | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 22,237 | 1,027 | 0.38% | 0.49% | 87 | -4,625 | -17.22% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22,091 | 1,021 | 0.02% | — | 88 | +22,091 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 22,069 | 1,020 | 0.24% | 0.23% | 89 | +855 | 4.03% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 22,074 | 1,020 | 0.22% | 0.35% | 90 | -205 | -0.92% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,466 | 992 | 0.02% | 0.02% | 91 | +3,058 | 16.61% | Q4 2025 | Feb 03, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 20,419 | 943 | 0.3% | 0.11% | 92 | +10,489 | 105.63% | Q4 2025 | Feb 02, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 19,806 | 915 | 0.2% | 0.26% | 93 | -1,383 | -6.53% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 18,591 | 859 | 0.02% | 0.03% | 94 | -3,580 | -16.15% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 18,397 | 850 | 0.02% | 0.02% | 95 | -323 | -1.73% | Q4 2025 | Feb 06, 2026 |
| Catalina Capital Group, LLC | History | Added to | 18,184 | 840 | 0.51% | 0.51% | 96 | +177 | 0.98% | Q4 2025 | Jan 16, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 17,869 | 825 | 0.46% | 0.27% | 97 | +7,815 | 77.73% | Q4 2025 | Jan 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,925 | 782 | 0.03% | 0.04% | 98 | -3,472 | -17.02% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 16,925 | 782 | 0.12% | 0.15% | 99 | -3,472 | -17.02% | Q4 2025 | Jan 27, 2026 |
| Brookstone Capital Management | History | Added to | 16,130 | 745 | 0.01% | 0.01% | 100 | +621 | 4.0% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,080 | 743 | 0.01% | 0.01% | 101 | -1,035 | -6.05% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,413 | 712 | 0.0% | 0.0% | 102 | +6,058 | 64.76% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,397 | 711 | 0.0% | 0.0% | 103 | -228 | -1.46% | Q4 2025 | Feb 17, 2026 |
| GatePass Capital, LLC | History | New | 14,461 | 668 | 0.34% | — | 104 | +14,461 | New | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 14,423 | 666 | 0.08% | 0.1% | 105 | -2,446 | -14.5% | Q4 2025 | Jan 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 13,996 | 646 | 0.05% | 0.07% | 106 | -1,764 | -11.19% | Q4 2025 | Jan 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 13,362 | 617 | 0.08% | 0.05% | 107 | +5,208 | 63.87% | Q4 2025 | Jan 13, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 13,355 | 617 | 0.31% | 0.32% | 108 | -631 | -4.51% | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 13,156 | 615 | 0.6% | — | 109 | +13,156 | New | Q4 2025 | Feb 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 13,290 | 614 | 0.32% | 0.35% | 110 | +11 | 0.08% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | Added to | 13,094 | 605 | 0.04% | 0.12% | 111 | +898 | 7.36% | Q4 2025 | Feb 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 13,074 | 604 | 0.28% | 0.34% | 112 | -1,579 | -10.78% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 12,365 | 571 | 0.25% | 0.22% | 113 | +1,446 | 13.24% | Q4 2025 | Feb 17, 2026 |
| Northwest Capital Management Inc | History | Reduced | 12,194 | 563 | 2.44% | 1.33% | 114 | -14,962 | -55.1% | Q4 2025 | Jan 26, 2026 |
| United Advisor Group, LLC | History | Reduced | 12,165 | 562 | 0.07% | 0.08% | 115 | -213 | -1.72% | Q4 2025 | Jan 26, 2026 |
| Centurion Wealth Management LLC | History | New | 11,611 | 536 | 0.12% | — | 116 | +11,611 | New | Q4 2025 | Jan 14, 2026 |
| Fulcrum Equity Management | History | Reduced | 11,333 | 523 | 0.5% | 0.66% | 117 | -2,665 | -19.04% | Q4 2025 | Jan 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,180 | 516 | 0.04% | 0.04% | 118 | +2,225 | 24.85% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,143 | 515 | 0.15% | 0.18% | 119 | -3,143 | -22.0% | Q4 2025 | Feb 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 10,863 | 502 | 0.22% | 0.1% | 120 | +6,178 | 131.87% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,802 | 499 | 0.02% | 0.02% | 121 | +902 | 9.11% | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 10,177 | 470 | 0.06% | — | 122 | +10,177 | New | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 10,057 | 467 | 0.04% | 0.05% | 123 | -1,269 | -11.2% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,386 | 433 | 0.02% | 0.02% | 124 | -550 | -5.54% | Q4 2025 | Jan 21, 2026 |
| Western Financial Corp/CA | History | Reduced | 8,660 | 400 | 0.16% | 0.21% | 125 | -1,788 | -17.11% | Q4 2025 | Jan 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 8,409 | 388 | 0.03% | 0.04% | 126 | -2,757 | -24.69% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 8,331 | 386 | 0.02% | 0.06% | 127 | -14,404 | -63.36% | Q4 2025 | Feb 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 7,950 | 367 | 0.04% | 0.04% | 128 | -439 | -5.23% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 7,596 | 351 | 0.0% | 0.0% | 129 | +2,128 | 38.92% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 7,509 | 347 | 0.08% | 0.1% | 130 | -1,107 | -12.85% | Q4 2025 | Jan 28, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 7,245 | 335 | 0.02% | 0.02% | 131 | -37 | -0.51% | Q4 2025 | Feb 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 7,061 | 327 | 0.22% | 0.23% | 132 | +173 | 2.51% | Q4 2025 | Feb 11, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 6,633 | 306 | 0.11% | 0.14% | 133 | -1,287 | -16.25% | Q4 2025 | Feb 04, 2026 |
| Argyle Capital Partners, LLC | History | No change | 6,547 | 302 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | New | 6,219 | 287 | 0.08% | — | 135 | +6,219 | New | Q4 2025 | Feb 09, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,134 | 283 | 0.03% | — | 136 | +6,134 | New | Q4 2025 | Apr 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,872 | 271 | 0.0% | 0.0% | 137 | -2,479 | -29.69% | Q4 2025 | Feb 17, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 5,680 | 262 | 0.13% | 0.15% | 138 | -549 | -8.81% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,017 | 232 | 0.0% | — | 139 | +5,017 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,000 | 231 | 0.0% | — | 140 | +5,000 | New | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 4,894 | 227 | 0.0% | — | 141 | +4,894 | New | Q4 2025 | Feb 05, 2026 |
| FWG Investments, LLC. | History | Reduced | 4,929 | 227 | 0.14% | 0.17% | 142 | -468 | -8.67% | Q4 2025 | Jan 28, 2026 |
| WESPAC Advisors, LLC | History | Added to | 4,846 | 223 | 0.12% | 0.13% | 143 | +20 | 0.41% | Q4 2025 | Jan 14, 2026 |
| Asempa Wealth Advisors | History | New | 4,741 | 219 | 0.19% | — | 144 | +4,741 | New | Q4 2025 | Jan 08, 2026 |
| NOVUS ADVISORS, LLC | History | New | 4,650 | 214 | 0.48% | — | 145 | +4,650 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,698 | 170 | 0.0% | 0.0% | 146 | -390 | -9.54% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Reduced | 3,031 | 140 | 0.0% | 0.0% | 147 | -1,092 | -26.49% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,332 | 107 | 0.03% | — | 148 | +2,332 | New | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 1,850 | 85 | 0.0% | 0.0% | 149 | -113 | -5.76% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,528 | 70 | 0.0% | — | 150 | +1,528 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,387 | 64 | 0.0% | 0.0% | 151 | +305 | 28.19% | Q4 2025 | Jan 13, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,182 | 54 | 0.0% | 0.0% | 152 | +888 | 302.04% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 934 | 43 | 0.0% | — | 153 | +934 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 819 | 37 | 0.0% | 0.0% | 154 | +8 | 0.99% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 731 | 33 | 0.0% | — | 156 | +731 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 728 | 33 | 0.0% | 0.0% | 155 | +700 | 2500.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 700 | 32 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 611 | 28 | 0.03% | 0.02% | 158 | +64 | 11.7% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 509 | 23 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 361 | 16 | 0.01% | — | 160 | +361 | New | Q4 2025 | Feb 06, 2026 |
| Key Capital Management, INC | History | New | 352 | 16 | 0.02% | — | 161 | +352 | New | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Added to | 290 | 13 | 0.0% | 0.0% | 162 | +3 | 1.05% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 245 | 11 | 0.0% | 0.0% | 163 | +106 | 76.26% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 227 | 10 | 0.0% | 0.0% | 164 | +2 | 0.89% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | No change | 218 | 10 | 0.06% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | New | 142 | 6 | 0.0% | — | 167 | +142 | New | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 141 | 6 | 0.01% | — | 168 | +141 | New | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Reduced | 46 | 6 | 0.0% | 0.0% | 166 | -1 | -2.13% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,762 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,329 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GeoWealth Management, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -154 | -90.06% | Q4 2025 | Feb 17, 2026 |