J.P. Morgan Exchange-Traded Fund Trust - BBCA
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 | No change | 71,652,516 | 7,110,079 | 0.39% | 0.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 495,287 | 49,231 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 478,673 | 47,580 | 0.53% | 0.53% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RiverFront Investment Group, LLC | History | No change | 472,724 | 46,988 | 0.62% | 0.62% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 455,811 | 45,307 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 436,699 | 43,407 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elm Partners Management LLC | History | No change | 418,926 | 41,641 | 1.24% | 1.24% | 7 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 387,374 | 38,504 | 6.84% | 6.84% | 8 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 374,064 | 37,182 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 345,680 | 34,360 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 333,320 | 33,132 | 11.4% | 11.4% | 11 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 298,513 | 29,671 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 249,450 | 24,795 | 1.38% | 1.38% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 225,500 | 22,414 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 189,191 | 18,805 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 176,688 | 17,562 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 166,501 | 16,550 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rice Partnership, LLC | History | No change | 146,330 | 14,545 | 1.77% | 1.77% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 112,493 | 11,181 | 1.22% | 1.22% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 110,732 | 11,006 | 0.53% | 0.53% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOCHK Asset Management Ltd | History | No change | 110,670 | 11,000 | 1.73% | 1.73% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 109,604 | 10,894 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 107,884 | 10,723 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 107,632 | 10,699 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 93,081 | 9,252 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 91,193 | 9,064 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 88,275 | 8,775 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 61,784 | 6,141 | 0.6% | 0.6% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 61,016 | 6,064 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silphium Asset Management Ltd | History | No change | 58,000 | 5,765 | 1.94% | 1.94% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marex Group Ltd | History | No change | 57,700 | 5,735 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 44,436 | 4,417 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 44,338 | 4,407 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,217 | 3,997 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 37,803 | 3,757 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 32,467 | 3,227 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,771 | 3,158 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 31,083 | 3,089 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 27,967 | 2,780 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 27,328 | 2,742 | 0.8% | 0.79% | 40 | -64 | -0.23% | Q3 2026 | Oct 05, 2026 |
| Evansbrook LLC | History | No change | 27,569 | 2,740 | 1.63% | 1.63% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 23,902 | 2,375 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 21,005 | 2,087 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Hudson Portfolio Management LLC | History | No change | 20,322 | 2,020 | 1.53% | 1.53% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 20,128 | 2,000 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,863 | 1,974 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,093 | 1,897 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 18,126 | 1,803 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,870 | 1,776 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,469 | 1,736 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,964 | 1,686 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16,392 | 1,629 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caprock Group, LLC | History | No change | 15,669 | 1,557 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 14,634 | 1,454 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,558 | 1,447 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SYON CAPITAL LLC | History | No change | 12,385 | 1,231 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 12,138 | 1,206 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 11,832 | 1,176 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 11,305 | 1,123 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nolet Wealth Management, LLC | History | No change | 11,116 | 1,104 | 0.61% | 0.61% | 60 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 38 | 1,101 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 10,540 | 1,047 | 1.2% | 1.2% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 10,503 | 1,043 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | No change | 10,308 | 1,024 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,215 | 1,015 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 9,799 | 974 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,767 | 970 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,909 | 885 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,690 | 863 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lumbard & Kellner, LLC | History | No change | 8,508 | 845 | 0.26% | 0.26% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,256 | 820 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 8,133 | 816 | 0.02% | 0.02% | 72 | +32 | 0.4% | Q3 2026 | Oct 08, 2026 |
| Cerity Partners LLC | History | No change | 8,067 | 801 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,876 | 782 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sowell Financial Services LLC | History | No change | 7,679 | 763 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,571 | 752 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 7,234 | 719 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,137 | 710 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 7,008 | 696 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 7,000 | 695 | 0.21% | 0.21% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inscription Capital, LLC | History | No change | 6,959 | 691 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,872 | 683 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,592 | 655 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 6,381 | 634 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 6,370 | 632 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 6,305 | 626 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 6,249 | 621 | 0.33% | 0.33% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 6,035 | 599 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,019 | 598 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,934 | 589 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | No change | 5,901 | 586 | 0.17% | 0.17% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,872 | 583 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,846 | 581 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | No change | 5,197 | 516 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 5,179 | 514 | 0.29% | 0.29% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,102 | 507 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 5,059 | 502 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 5,029 | 499 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cloud Capital Management, LLC | History | No change | 4,990 | 496 | 0.18% | 0.18% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,889 | 495 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,979 | 494 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,848 | 481 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,739 | 471 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,745 | 471 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,662 | 463 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 4,620 | 459 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,606 | 457 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,550 | 452 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 4,499 | 447 | 0.19% | 0.19% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | No change | 4,487 | 446 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,483 | 445 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 4,325 | 429 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,311 | 428 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 4,314 | 428 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUMMITRY LLC | History | No change | 4,302 | 427 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Maia Wealth LLC | History | No change | 4,159 | 413 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,109 | 408 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,051 | 402 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,986 | 396 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,810 | 378 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,726 | 370 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 3,681 | 368 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 3,646 | 362 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 3,595 | 357 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,501 | 347 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 3,480 | 345 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,368 | 335 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 3,346 | 332 | 0.35% | 0.35% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,310 | 329 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 3,234 | 321 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 3,228 | 320 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,209 | 318 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Busey Bank | History | No change | 3,181 | 316 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 3,133 | 311 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,032 | 301 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunrise Financial Services, LLC | History | No change | 2,972 | 295 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,944 | 292 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| waypoint wealth counsel | History | No change | 2,947 | 292 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,923 | 290 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Convergence Financial, LLC | History | No change | 2,914 | 289 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 2,901 | 288 | 0.16% | 0.16% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 2,842 | 282 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 2,807 | 279 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 2,718 | 270 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | No change | 2,628 | 261 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 2,618 | 260 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,608 | 259 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cooksen Wealth, LLC | History | No change | 2,597 | 258 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,565 | 254 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,552 | 253 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 2,533 | 251 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cedarwood Wealth LLC | History | No change | 2,513 | 249 | 0.19% | 0.19% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,475 | 248 | 0.2% | 0.2% | 153 | -2 | -0.08% | Q3 2026 | Oct 02, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 2,482 | 246 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 2,474 | 245 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arlington Trust Co LLC | History | No change | 2,473 | 245 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,437 | 242 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,388 | 237 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,361 | 234 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,340 | 232 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,276 | 226 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 2,254 | 224 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 2,229 | 221 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 2,121 | 210 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 2,105 | 209 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 2,100 | 208 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,081 | 206 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,840 | 182 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,540 | 153 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,358 | 134 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,331 | 132 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,193 | 118 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WHITTIER TRUST CO | History | No change | 1,174 | 117 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,060 | 105 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VANGUARD ADVISERS INC | History | No change | 981 | 97 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 878 | 87 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 846 | 84 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 817 | 81 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 775 | 77 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 714 | 70 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 662 | 65 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 628 | 62 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 582 | 57 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 553 | 54 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 553 | 54 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 495 | 49 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | No change | 486 | 48 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BAYBAN | History | No change | 459 | 45 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 451 | 44 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ESL Trust Services, LLC | History | No change | 451 | 44 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 405 | 41 | 0.0% | — | 191 | +405 | New | Q3 2026 | Oct 02, 2026 |
| BOKF, NA | History | No change | 408 | 40 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 407 | 40 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LifeSteps Financial, Inc. | History | No change | 405 | 40 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 410 | 40 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 387 | 38 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 365 | 36 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 345 | 34 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 335 | 33 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 330 | 32 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 276 | 27 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 270 | 26 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 267 | 26 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 254 | 25 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | New | 207 | 20 | 0.0% | — | 206 | +207 | New | Q3 2026 | Oct 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 201 | 20 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 194 | 19 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 200 | 19 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 194 | 19 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 188 | 18 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 191 | 18 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 181 | 17 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 166 | 16 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 158 | 15 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 152 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 154 | 15 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 141 | 14 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 141 | 14 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 132 | 13 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 136 | 13 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 133 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 122 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 130 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Planning Group LLC | History | No change | 123 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abound Wealth Management | History | No change | 126 | 12 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rossby Financial, LCC | History | No change | 128 | 12 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 118 | 11 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 110 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 108 | 10 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Investment Management | History | No change | 102 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 81 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 79 | 7 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RMG Wealth Management LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 65 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AlphaCore Capital LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 53 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 56 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 44 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | No change | 41 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Investment Advisors LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 32 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Eukles Asset Management | History | No change | 12 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 12 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Granite FO LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |