J.P. Morgan Exchange-Traded Fund Trust - BBAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 85,430,252 | 4,954,100 | 0.32% | 0.3% | 1 | +1,706,360 | 2.04% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,437,203 | 561,088 | 0.04% | 0.04% | 2 | +830,525 | 9.65% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 445,283 | 26,474 | 0.01% | 0.01% | 3 | -24,197 | -5.15% | Q1 2026 | May 18, 2026 |
| AIA Group Ltd | History | Reduced | 365,914 | 21,755 | 0.32% | 0.31% | 4 | -6,185 | -1.66% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 364,447 | 21,668 | 0.0% | 0.0% | 5 | +28,870 | 8.6% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 298,785 | 17,764 | 0.2% | 0.19% | 6 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 185,469 | 11,027 | 1.26% | 1.11% | 7 | +8,978 | 5.09% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 172,247 | 10,240 | 0.47% | 0.43% | 8 | -1,459 | -0.84% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 95,947 | 5,704 | 0.0% | 0.0% | 9 | +27,821 | 40.84% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 91,616 | 5,447 | 0.0% | 0.0% | 10 | +11,618 | 14.52% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 72,544 | 4,313 | 0.0% | 0.0% | 11 | +3,511 | 5.09% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 70,196 | 4,173 | 0.07% | 0.06% | 12 | +1,744 | 2.55% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 66,092 | 3,929 | 0.0% | 0.0% | 13 | -7,430 | -10.11% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 47,391 | 2,817 | 0.14% | 0.13% | 14 | +2,476 | 5.51% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 45,782 | 2,721 | 0.0% | — | 15 | +45,782 | New | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 44,107 | 2,483 | 0.15% | 0.15% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 39,078 | 2,323 | 0.05% | 0.26% | 17 | -209,439 | -84.28% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 36,547 | 2,172 | 0.03% | 0.03% | 18 | +221 | 0.61% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,699 | 2,122 | 0.0% | 0.0% | 19 | +10,319 | 40.66% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 34,615 | 2,058 | 0.01% | 0.0% | 20 | +22,920 | 195.98% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 33,881 | 2,014 | 0.0% | 0.0% | 21 | -5,259 | -13.44% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 26,634 | 1,583 | 0.0% | 0.0% | 22 | -1,770 | -6.23% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 24,851 | 1,477 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,265 | 1,383 | 0.01% | 0.0% | 24 | +14,808 | 175.1% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,144 | 1,257 | 0.0% | 0.0% | 25 | -3,673 | -14.8% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 19,683 | 1,170 | 0.01% | — | 26 | +19,683 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 19,654 | 1,168 | 0.0% | 0.0% | 27 | +11,247 | 133.78% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 19,105 | 1,135 | 0.03% | 0.03% | 28 | -34 | -0.18% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 16,836 | 1,000 | 0.0% | — | 29 | +16,836 | New | Q1 2026 | May 01, 2026 |
| CERTUITY, LLC | History | New | 14,765 | 877 | 0.06% | — | 30 | +14,765 | New | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,489 | 851 | 0.0% | 0.0% | 31 | +2,393 | 16.98% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 12,882 | 765 | 0.01% | 0.01% | 32 | +2,340 | 22.2% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 12,050 | 678 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 10,879 | 646 | 0.0% | 0.0% | 34 | +4,658 | 74.88% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,776 | 640 | 0.0% | 0.0% | 35 | +180 | 1.7% | Q1 2026 | May 08, 2026 |
| Nolet Wealth Management, LLC | History | No change | 10,638 | 632 | 0.36% | 0.33% | 36 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,236 | 608 | 0.0% | — | 37 | +10,236 | New | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | New | 8,844 | 525 | 0.0% | — | 38 | +8,844 | New | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,193 | 487 | 0.03% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,880 | 468 | 0.0% | 0.0% | 40 | +685 | 9.52% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | New | 7,776 | 462 | 0.01% | — | 41 | +7,776 | New | Q1 2026 | Apr 28, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 7,363 | 445 | 0.03% | 0.03% | 42 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,484 | 444 | 0.01% | — | 43 | +7,484 | New | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,599 | 392 | 0.0% | 0.0% | 44 | +1,084 | 19.66% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,548 | 389 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,539 | 388 | 0.0% | 0.0% | 46 | -3,321 | -33.68% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | No change | 6,434 | 382 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,390 | 379 | 0.0% | 0.0% | 48 | -1,149 | -15.24% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 6,048 | 359 | 0.0% | 0.0% | 49 | -236 | -3.76% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 5,240 | 311 | 0.16% | — | 50 | +5,240 | New | Q1 2026 | May 06, 2026 |
| Cloud Capital Management, LLC | History | No change | 5,109 | 303 | 0.13% | 0.14% | 51 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 4,889 | 290 | 0.0% | 0.0% | 52 | -955 | -16.34% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,834 | 287 | 0.0% | 0.0% | 53 | +752 | 18.42% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 4,588 | 272 | 0.03% | 0.04% | 54 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,546 | 270 | 0.0% | 0.0% | 55 | +3,102 | 214.82% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 4,390 | 261 | 0.0% | 0.0% | 56 | +138 | 3.25% | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | New | 4,201 | 249 | 0.18% | — | 57 | +4,201 | New | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | New | 3,984 | 236 | 0.0% | — | 58 | +3,984 | New | Q1 2026 | May 14, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,920 | 233 | 0.03% | 0.03% | 59 | +145 | 3.84% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,850 | 228 | 0.0% | 0.0% | 60 | -54 | -1.38% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,794 | 225 | 0.0% | — | 62 | +3,794 | New | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,789 | 225 | 0.0% | 0.0% | 61 | +2,949 | 351.07% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,738 | 222 | 0.0% | — | 63 | +3,738 | New | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 3,722 | 221 | 0.19% | 0.18% | 64 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| waypoint wealth counsel | History | No change | 3,571 | 212 | 0.11% | 0.07% | 65 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | New | 3,538 | 210 | 0.0% | — | 66 | +3,538 | New | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | New | 3,474 | 206 | 0.0% | — | 67 | +3,474 | New | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,401 | 202 | 0.0% | — | 69 | +3,401 | New | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | New | 3,398 | 202 | 0.02% | — | 68 | +3,398 | New | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,904 | 172 | 0.0% | 0.0% | 70 | +453 | 18.48% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,704 | 160 | 0.0% | 0.0% | 71 | -1,525 | -36.06% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,649 | 157 | 0.0% | 0.0% | 72 | -49 | -1.82% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 1,653 | 98 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,366 | 81 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,284 | 76 | 0.01% | — | 75 | +1,284 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,122 | 66 | 0.0% | 0.0% | 76 | +82 | 7.88% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,059 | 62 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 885 | 52 | 0.0% | — | 78 | +885 | New | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 856 | 50 | 0.0% | — | 79 | +856 | New | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | New | 833 | 49 | 0.0% | — | 80 | +833 | New | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 735 | 41 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 679 | 40 | 0.0% | 0.0% | 82 | -25 | -3.55% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 671 | 39 | 0.0% | 0.0% | 84 | -138 | -17.06% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 670 | 39 | 0.0% | 0.0% | 83 | -133 | -16.56% | Q1 2026 | May 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 592 | 35 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 587 | 34 | 0.0% | 0.0% | 86 | +525 | 846.77% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 490 | 29 | 0.0% | 0.0% | 87 | +2 | 0.41% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 483 | 28 | 0.0% | 0.0% | 88 | +363 | 302.5% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 371 | 22 | 0.0% | — | 90 | +371 | New | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | No change | 385 | 22 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 363 | 21 | 0.0% | 0.0% | 91 | +12 | 3.42% | Q1 2026 | Apr 07, 2026 |
| Avalon Trust Co | History | No change | 345 | 20 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 322 | 19 | 0.0% | — | 93 | +322 | New | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 295 | 17 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | New | 269 | 15 | 0.0% | — | 95 | +269 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 251 | 14 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 225 | 13 | 0.0% | 0.0% | 98 | +165 | 275.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 232 | 13 | 0.0% | 0.0% | 97 | +40 | 20.83% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 213 | 12 | 0.0% | 0.0% | 99 | +195 | 1083.33% | Q1 2026 | Apr 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 192 | 11 | 0.0% | 0.0% | 100 | +156 | 433.33% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 201 | 11 | 0.0% | 0.0% | 103 | +38 | 23.31% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 193 | 11 | 0.0% | 0.0% | 101 | -4 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 191 | 11 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 177 | 10 | 0.0% | — | 105 | +177 | New | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 174 | 10 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 152 | 9 | 0.0% | — | 109 | +152 | New | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 164 | 9 | 0.0% | 0.0% | 108 | +101 | 160.32% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 168 | 9 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 156 | 9 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | New | 144 | 8 | 0.0% | — | 113 | +144 | New | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Added to | 137 | 8 | 0.0% | 0.0% | 111 | +17 | 14.17% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 144 | 8 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 142 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | New | 125 | 7 | 0.0% | — | 117 | +125 | New | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 124 | 7 | 0.0% | 0.0% | 114 | -1 | -0.8% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 128 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Archer Investment Corp | History | No change | 132 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 111 | 6 | 0.0% | 0.0% | 120 | +37 | 50.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 104 | 6 | 0.0% | 0.0% | 118 | +4 | 4.0% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 100 | 5 | 0.0% | 0.0% | 121 | +17 | 20.48% | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | No change | 92 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 80 | 4 | 0.01% | — | 126 | +80 | New | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 74 | 4 | 0.0% | — | 125 | +74 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 74 | 4 | 0.0% | 0.0% | 124 | +1 | 1.37% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 73 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 57 | 3 | 0.0% | 0.0% | 127 | -61 | -51.69% | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | New | 56 | 3 | 0.0% | — | 130 | +56 | New | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 56 | 3 | 0.0% | — | 131 | +56 | New | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Reduced | 56 | 3 | 0.0% | 0.0% | 129 | -5 | -8.2% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 61 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 50 | 2 | 0.0% | — | 135 | +50 | New | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 39 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 138 | -62 | -70.45% | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 29 | 1 | 0.0% | — | 142 | +29 | New | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 25 | 1 | 0.0% | — | 143 | +25 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | New | 24 | 1 | 0.0% | — | 141 | +24 | New | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | New | 17 | 1 | 0.0% | — | 144 | +17 | New | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 140 | -3 | -14.29% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Activest Wealth Management | History | No change | 32 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,673 | -100.0% | Q1 2026 | May 15, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,012 | -100.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,139 | -100.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,798 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,654 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,023 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,440 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -731 | -100.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -274 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 06, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 2 | 0 | — | 0.0% | — | -17 | -89.47% | Q1 2026 | Apr 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 06, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Eukles Asset Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Granite FO LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |