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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | History | No change | 4,136,120 | 188,524 | 1.83% | 1.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,571,729 | 117,219 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,248,566 | 102,489 | 0.17% | 0.17% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,714,557 | 78,149 | 0.66% | 0.66% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gradient Investments LLC | History | Reduced | 1,652,345 | 70,026 | 1.0% | 1.2% | 5 | -252,385 | -13.25% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,242,877 | 57,097 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northland Capital Management LLC | History | No change | 590,565 | 26,917 | 14.51% | 14.51% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Virtue Capital Management, LLC | History | No change | 470,885 | 21,462 | 2.87% | 2.87% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 435,819 | 19,864 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 360,740 | 16,442 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 318,296 | 14,414 | 1.9% | 1.9% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heck Capital Advisors, LLC | History | No change | 239,985 | 10,938 | 0.65% | 0.65% | 12 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| One Wealth Advisors, LLC | History | No change | 223,600 | 10,191 | 1.13% | 1.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mattson Financial Services, LLC | History | No change | 219,983 | 9,883 | 2.07% | 2.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 213,495 | 9,731 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 210,975 | 9,616 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 196,467 | 8,954 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 156,236 | 7,121 | 3.77% | 3.77% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DUTCH ASSET Corp | History | No change | 153,386 | 6,991 | 3.48% | 3.48% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TSA Wealth Managment LLC | History | No change | 144,708 | 6,595 | 1.87% | 1.87% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brown Financial Advisors | History | No change | 134,490 | 6,130 | 2.14% | 2.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 129,712 | 5,912 | 0.51% | 0.51% | 22 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JT Stratford LLC | History | No change | 127,842 | 5,827 | 0.64% | 0.64% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 115,461 | 5,241 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daviman Financial, LLC | History | No change | 95,132 | 4,336 | 2.39% | 2.39% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| West Wealth Group, LLC | History | No change | 94,137 | 4,290 | 0.7% | 0.7% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 93,350 | 4,254 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 92,696 | 4,225 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 92,035 | 4,194 | 0.35% | 0.35% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 83,523 | 3,806 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Paladin Wealth, LLC | History | No change | 77,742 | 3,543 | 2.06% | 2.06% | 31 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Chatterton & Associates Inc. | History | No change | 68,234 | 3,065 | 1.8% | 1.8% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mutual Advisors, LLC | History | No change | 66,011 | 3,008 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 63,484 | 2,893 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 61,326 | 2,795 | 1.44% | 1.44% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 58,350 | 2,659 | 0.62% | 0.62% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 58,030 | 2,644 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THEORY FINANCIAL LLC | History | No change | 55,634 | 2,535 | 0.8% | 0.8% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Range Financial Group LLC | History | No change | 54,961 | 2,505 | 0.68% | 0.68% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,048 | 2,417 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | No change | 49,804 | 2,270 | 0.33% | 0.33% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 49,229 | 2,243 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| M1 Capital Management LLC | History | No change | 47,829 | 2,180 | 0.81% | 0.81% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,371 | 2,177 | 0.02% | 0.02% | 44 | +6,014 | 13.26% | Q3 2026 | Oct 08, 2026 |
| Redwood Investment Management, LLC | History | No change | 47,307 | 2,156 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 50,427 | 2,137 | 0.0% | 0.0% | 46 | -364 | -0.72% | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 45,620 | 2,079 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,722 | 1,992 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,358 | 1,885 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Financial Network, Inc. | History | No change | 40,674 | 1,853 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cassilly Financial Group LLC | History | Added to | 43,309 | 1,835 | 1.23% | 1.41% | 51 | +550 | 1.29% | Q3 2026 | Oct 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 40,168 | 1,830 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 39,271 | 1,789 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 38,697 | 1,763 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPoint Financial, LLC | History | No change | 38,263 | 1,744 | 1.27% | 1.27% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPLAN Partners, LLC | History | No change | 36,537 | 1,665 | 0.32% | 0.32% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 34,288 | 1,562 | 0.43% | 0.43% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | No change | 33,814 | 1,541 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,240 | 1,515 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 33,032 | 1,505 | 0.41% | 0.41% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 32,998 | 1,504 | 0.29% | 0.29% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 32,272 | 1,470 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,545 | 1,437 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 33,493 | 1,419 | 0.64% | 0.7% | 64 | +253 | 0.76% | Q3 2026 | Oct 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 30,370 | 1,375 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 28,853 | 1,315 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28,229 | 1,296 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 30,133 | 1,277 | 0.1% | 0.11% | 68 | -130 | -0.43% | Q3 2026 | Oct 13, 2026 |
| Balefire, LLC | History | Added to | 29,795 | 1,262 | 0.2% | 0.14% | 69 | +10,520 | 54.58% | Q3 2026 | Oct 09, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 27,398 | 1,248 | 1.06% | 1.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 25,872 | 1,179 | 1.0% | 1.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 25,845 | 1,178 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 25,442 | 1,159 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 24,682 | 1,124 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,617 | 1,122 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,466 | 1,115 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 24,184 | 1,102 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthTrak Capital Management LLC | History | No change | 24,075 | 1,097 | 0.72% | 0.72% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 23,025 | 1,049 | 0.28% | 0.28% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 22,243 | 1,013 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GatePass Capital, LLC | History | No change | 22,041 | 1,004 | 0.38% | 0.38% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RDA Financial Network | History | No change | 21,482 | 979 | 0.21% | 0.21% | 82 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Beacon Capital Management, LLC | History | No change | 21,313 | 971 | 0.14% | 0.14% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Financial Advisory LLC | History | No change | 21,258 | 968 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | No change | 20,687 | 942 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 20,640 | 940 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 20,634 | 940 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 20,587 | 938 | 0.58% | 0.58% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| S&A Financial Services, Inc. | History | No change | 20,255 | 923 | 0.56% | 0.56% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MSH Capital Advisors LLC | History | No change | 19,641 | 895 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apeiron RIA LLC | History | Reduced | 19,271 | 815 | 0.19% | 0.31% | 91 | -7,643 | -28.4% | Q3 2026 | Oct 08, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 17,502 | 797 | 0.39% | 0.39% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 17,296 | 788 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Latitude Advisors, LLC | History | No change | 16,377 | 746 | 0.3% | 0.3% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 15,395 | 652 | 0.02% | — | 95 | +15,395 | New | Q3 2026 | Oct 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 13,495 | 615 | 0.28% | 0.28% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,437 | 612 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookwood Investment Group LLC | History | No change | 13,341 | 608 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| M Holdings Securities, Inc. | History | No change | 13,383 | 606 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,012 | 593 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,737 | 580 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 12,388 | 564 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 12,221 | 557 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 12,005 | 547 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,912 | 543 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 10,967 | 499 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | No change | 10,701 | 487 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 10,246 | 467 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sharkey, Howes & Javer | History | No change | 10,125 | 461 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 10,134 | 461 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,043 | 457 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 9,494 | 432 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 9,121 | 415 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tanager Wealth Management LLP | History | No change | 9,011 | 410 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FWG Investments, LLC. | History | No change | 8,958 | 408 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,479 | 401 | 0.02% | 0.02% | 116 | -234 | -2.41% | Q3 2026 | Oct 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,754 | 399 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 8,312 | 378 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 8,246 | 375 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 8,118 | 370 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Payne Capital LLC | History | No change | 8,110 | 369 | 0.31% | 0.31% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Family Offices, LLP | History | No change | 8,020 | 365 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 8,020 | 365 | 0.14% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fulcrum Equity Management | History | No change | 7,551 | 344 | 0.25% | 0.25% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,410 | 338 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 7,419 | 338 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,402 | 337 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 7,157 | 326 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,045 | 321 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 7,153 | 320 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWAM LLC | History | No change | 6,927 | 315 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 7,121 | 301 | 0.02% | 0.01% | 132 | +2,137 | 42.88% | Q3 2026 | Oct 13, 2026 |
| Advisor OS, LLC | History | No change | 6,525 | 297 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 6,384 | 289 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argyle Capital Partners, LLC | History | No change | 6,345 | 289 | 0.18% | 0.18% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 6,104 | 278 | 0.58% | 0.58% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asempa Wealth Advisors | History | New | 6,549 | 277 | 0.21% | — | 137 | +6,549 | New | Q3 2026 | Oct 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,055 | 275 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 6,049 | 275 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Western Financial Corp/CA | History | No change | 5,987 | 272 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | No change | 5,843 | 266 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Financial Network, LLC | History | Added to | 6,267 | 265 | 0.18% | 0.17% | 142 | +822 | 15.1% | Q3 2026 | Oct 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,483 | 249 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,256 | 239 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 5,232 | 238 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cooper Financial Group | History | Reduced | 5,567 | 235 | 0.02% | 0.02% | 146 | -395 | -6.63% | Q3 2026 | Oct 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,020 | 229 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 4,948 | 225 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vertex Planning Partners, LLC | History | No change | 4,947 | 225 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,921 | 224 | 0.13% | 0.13% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Inspire Advisors, LLC | History | No change | 4,731 | 215 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,470 | 203 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,988 | 181 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 2,145 | 97 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,951 | 88 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,023 | 85 | 0.0% | 0.0% | 156 | -57 | -2.74% | Q3 2026 | Oct 08, 2026 |
| Key Capital Management, INC | History | No change | 1,883 | 85 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,528 | 69 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 1,258 | 57 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,083 | 49 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 1,072 | 48 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 727 | 33 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 678 | 30 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Ascentis Independent Advisors | History | No change | 657 | 29 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 591 | 26 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montgomery Financial Services LLC | History | No change | 370 | 16 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 306 | 13 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 297 | 13 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Purpose Unlimited Inc. | History | No change | 242 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 230 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Financial Advisors LLC | History | No change | 218 | 9 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 141 | 6 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 114 | 5 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 81 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 46 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -27,197 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,363 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Chesley Taft & Associates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,827 | -100.0% | Q3 2026 | Oct 13, 2026 |