J.P. Morgan Exchange-Traded Fund Trust - BBEU
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 | 92,973,972 | 6,523,053 | 0.42% | 0.42% | 1 | +977,070 | 1.06% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 830,018 | 60,101 | 0.01% | 0.01% | 2 | -335,330 | -28.78% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 632,274 | 44,360 | 1.92% | 1.85% | 3 | +76,201 | 13.7% | Q1 2026 | May 13, 2026 |
| Legacy CG, LLC | History | Added to | 431,203 | 31,223 | 8.67% | 8.64% | 4 | +10,073 | 2.39% | Q1 2026 | May 05, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 382,874 | 27,723 | 3.05% | 3.01% | 5 | +4,225 | 1.12% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Added to | 374,325 | 27,104 | 0.0% | 0.0% | 6 | +4,830 | 1.31% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 354,105 | 25,640 | 0.0% | 0.0% | 7 | -159,658 | -31.08% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 338,169 | 24,486 | 0.27% | 0.31% | 8 | +4,919 | 1.48% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 329,390 | 23,851 | 0.0% | 0.0% | 9 | +99,654 | 43.38% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 247,332 | 17,909 | 0.0% | 0.0% | 10 | -1,144 | -0.46% | Q1 2026 | May 06, 2026 |
| Permanens Capital L.P. | History | Reduced | 206,582 | 14,958 | 1.93% | 5.36% | 11 | -353,696 | -63.13% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 159,046 | 11,517 | 0.36% | — | 12 | +159,046 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 131,153 | 9,496 | 0.27% | 0.25% | 13 | -1,199 | -0.91% | Q1 2026 | Apr 28, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 117,732 | 8,524 | 3.08% | 3.0% | 14 | +1,364 | 1.17% | Q1 2026 | May 04, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 96,922 | 6,979 | 0.05% | 0.07% | 15 | -31,045 | -24.26% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 76,476 | 5,537 | 0.0% | 0.0% | 16 | +9,608 | 14.37% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 75,550 | 5,470 | 0.0% | 0.0% | 17 | -2,611 | -3.34% | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | Added to | 63,980 | 4,632 | 0.89% | 0.88% | 18 | +1,150 | 1.83% | Q1 2026 | Apr 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 57,544 | 4,166 | 0.23% | 0.22% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | Added to | 53,633 | 3,883 | 0.61% | 0.58% | 20 | +3,264 | 6.48% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 52,425 | 3,796 | 0.0% | 0.0% | 21 | +1,431 | 2.81% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,288 | 3,713 | 0.02% | 0.01% | 22 | +29,509 | 135.49% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 44,564 | 3,226 | 1.8% | 1.75% | 23 | +398 | 0.9% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,204 | 3,200 | 0.01% | 0.01% | 24 | +433 | 0.99% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,646 | 3,015 | 0.01% | 0.01% | 25 | +118 | 0.28% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 39,540 | 2,863 | 0.0% | 0.0% | 26 | +171 | 0.43% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 33,809 | 2,448 | 0.0% | 0.0% | 27 | +27,168 | 409.1% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 32,507 | 2,353 | 0.04% | 0.04% | 28 | -50 | -0.15% | Q1 2026 | Apr 21, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 32,023 | 2,318 | 0.19% | 0.21% | 29 | -2,505 | -7.25% | Q1 2026 | Apr 20, 2026 |
| Evansbrook LLC | History | No change | 31,430 | 2,303 | 1.54% | 1.54% | 30 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 31,591 | 2,287 | 0.0% | 0.01% | 31 | -9,586 | -23.28% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,995 | 2,244 | 0.01% | 0.01% | 32 | +4,752 | 18.11% | Q1 2026 | Apr 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 30,393 | 2,200 | 0.25% | 0.27% | 33 | -2,439 | -7.43% | Q1 2026 | May 11, 2026 |
| Nolet Wealth Management, LLC | History | No change | 30,265 | 2,191 | 1.25% | 1.24% | 34 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | No change | 29,153 | 2,136 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | No change | 27,564 | 1,995 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 25,759 | 1,960 | 0.11% | 0.11% | 37 | +742 | 2.97% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,920 | 1,949 | 0.0% | 0.0% | 38 | +18,452 | 217.9% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 25,824 | 1,869 | 0.02% | 0.02% | 39 | +1,474 | 6.05% | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 23,789 | 1,750 | 1.02% | 1.04% | 40 | +43 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | New | 23,883 | 1,729 | 0.01% | — | 41 | +23,883 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,354 | 1,711 | 0.0% | 0.0% | 42 | +38,266 | 752.08% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 22,473 | 1,627 | 0.03% | 0.03% | 43 | -2,315 | -9.34% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,376 | 1,620 | 0.03% | 0.03% | 44 | -656 | -2.85% | Q1 2026 | Apr 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,979 | 1,591 | 0.0% | 0.0% | 45 | +381 | 1.76% | Q1 2026 | May 08, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 21,252 | 1,538 | 0.39% | 0.47% | 46 | -3,770 | -15.07% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 20,997 | 1,520 | 0.0% | 0.0% | 47 | +4,838 | 29.94% | Q1 2026 | May 15, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 19,103 | 1,383 | 0.67% | 0.74% | 48 | -951 | -4.74% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 18,659 | 1,351 | 0.0% | 0.0% | 49 | +3,223 | 20.88% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,694 | 1,282 | 0.0% | 0.01% | 50 | -35,130 | -66.5% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 17,718 | 1,282 | 0.48% | 0.58% | 51 | -4,304 | -19.54% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 17,169 | 1,243 | 0.0% | 0.0% | 52 | +17 | 0.1% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 16,813 | 1,217 | 0.0% | — | 53 | +16,813 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 15,387 | 1,127 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,514 | 978 | 0.0% | 0.0% | 55 | +6,697 | 98.24% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | No change | 13,267 | 960 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 12,988 | 940 | 0.0% | 0.0% | 57 | +5,160 | 65.92% | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Added to | 12,908 | 934 | 0.06% | 0.03% | 58 | +6,507 | 101.66% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,670 | 917 | 0.02% | 0.02% | 59 | +1,831 | 16.89% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Reduced | 12,419 | 899 | 0.0% | 0.0% | 60 | -1,216 | -8.92% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,537 | 835 | 0.01% | 0.01% | 61 | -18 | -0.16% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 11,204 | 811 | 0.0% | 0.0% | 62 | +9,035 | 416.55% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,876 | 787 | 0.0% | 0.0% | 63 | -496 | -4.36% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,794 | 781 | 0.0% | 0.0% | 64 | +18 | 0.17% | Q1 2026 | May 08, 2026 |
| Yoffe Investment Management, LLC | History | No change | 10,642 | 770 | 0.99% | 1.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Reduced | 10,458 | 757 | 0.0% | 0.0% | 66 | -1,247 | -10.65% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 9,737 | 705 | 0.0% | — | 67 | +9,737 | New | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | New | 9,233 | 668 | 0.0% | — | 68 | +9,233 | New | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 9,021 | 653 | 0.06% | 0.07% | 69 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 8,691 | 629 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | No change | 8,350 | 604 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 7,980 | 577 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,299 | 528 | 0.01% | 0.0% | 73 | +4,243 | 138.84% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | No change | 7,249 | 524 | 0.04% | 0.05% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,020 | 508 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 6,969 | 504 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,929 | 501 | 0.0% | 0.0% | 77 | +491 | 7.63% | Q1 2026 | Apr 30, 2026 |
| Inscription Capital, LLC | History | No change | 6,819 | 493 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cedarwood Wealth LLC | History | No change | 6,679 | 483 | 0.49% | 0.57% | 79 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,513 | 471 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 6,309 | 470 | 0.03% | 0.03% | 81 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,348 | 459 | 0.0% | 0.0% | 82 | -398 | -5.9% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 5,985 | 433 | 0.0% | 0.0% | 83 | -5,620 | -48.43% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,938 | 429 | 0.01% | 0.01% | 84 | -135 | -2.22% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,681 | 411 | 0.0% | 0.0% | 85 | -17 | -0.3% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,646 | 408 | 0.0% | 0.0% | 86 | -22 | -0.39% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,396 | 390 | 0.0% | 0.0% | 87 | -187 | -3.35% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 5,380 | 389 | 0.01% | — | 88 | +5,380 | New | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,236 | 379 | 0.01% | — | 89 | +5,236 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,011 | 367 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,859 | 351 | 0.0% | 0.0% | 91 | -2,233 | -31.49% | Q1 2026 | May 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 4,720 | 341 | 0.2% | 0.2% | 92 | -77 | -1.61% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 4,630 | 335 | 0.02% | — | 93 | +4,630 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,577 | 331 | 0.01% | 0.01% | 94 | +185 | 4.21% | Q1 2026 | May 18, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 4,500 | 326 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,472 | 323 | 0.0% | 0.0% | 96 | -6,962 | -60.89% | Q1 2026 | Apr 29, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 4,230 | 321 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 4,358 | 315 | 0.03% | — | 98 | +4,358 | New | Q1 2026 | Apr 15, 2026 |
| Diversified Trust Co | History | No change | 4,254 | 308 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 4,267 | 308 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 4,207 | 304 | 0.16% | 0.17% | 101 | -148 | -3.4% | Q1 2026 | Apr 27, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 4,162 | 301 | 0.04% | 0.05% | 102 | -128 | -2.98% | Q1 2026 | Apr 21, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 4,053 | 293 | 0.04% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 4,040 | 292 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,894 | 282 | 0.0% | 0.0% | 105 | +363 | 10.28% | Q1 2026 | Apr 07, 2026 |
| AlTi Global, Inc. | History | No change | 3,812 | 276 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,802 | 275 | 0.0% | 0.0% | 107 | +90 | 2.42% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,811 | 275 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 3,673 | 265 | 0.12% | 0.13% | 109 | -23 | -0.62% | Q1 2026 | Apr 08, 2026 |
| Indie Asset Partners, LLC | History | No change | 3,649 | 264 | 0.3% | 0.3% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,642 | 263 | 0.0% | — | 112 | +3,642 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,409 | 263 | 0.01% | 0.0% | 111 | -3,191 | -20.46% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | No change | 3,600 | 260 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 3,523 | 255 | 0.04% | 0.03% | 114 | +212 | 6.4% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,516 | 254 | 0.0% | 0.0% | 115 | +2,845 | 423.99% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,308 | 239 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,275 | 237 | 0.0% | — | 117 | +3,275 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 3,256 | 235 | 0.0% | — | 118 | +3,256 | New | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | New | 3,218 | 233 | 0.17% | — | 119 | +3,218 | New | Q1 2026 | Apr 14, 2026 |
| Krilogy Financial LLC | History | No change | 2,928 | 225 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,070 | 222 | 0.0% | 0.0% | 121 | -264 | -7.92% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | New | 3,027 | 219 | 0.01% | — | 122 | +3,027 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,972 | 215 | 0.0% | 0.0% | 123 | +14 | 0.47% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,950 | 214 | 0.01% | 0.01% | 124 | +25 | 0.85% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,942 | 213 | 0.0% | 0.0% | 125 | -3,636 | -55.28% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,852 | 206 | 0.0% | — | 126 | +2,852 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,833 | 205 | 0.0% | 0.0% | 127 | +62 | 2.24% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,817 | 203 | 0.0% | 0.0% | 128 | -906 | -24.34% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,757 | 202 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | No change | 2,764 | 200 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 2,350 | 170 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,720 | 124 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,594 | 117 | 0.01% | 0.01% | 133 | -24 | -1.48% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,595 | 115 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,208 | 88 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | No change | 1,211 | 87 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,160 | 83 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,140 | 82 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,019 | 73 | 0.0% | 0.0% | 139 | +182 | 21.74% | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 916 | 66 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 875 | 63 | 0.0% | 0.0% | 141 | +402 | 84.99% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 646 | 46 | 0.0% | 0.0% | 142 | +245 | 61.1% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 622 | 45 | 0.0% | — | 144 | +622 | New | Q1 2026 | May 08, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 631 | 45 | 0.03% | 0.04% | 143 | -209 | -24.88% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 545 | 39 | 0.0% | 0.0% | 145 | +151 | 38.32% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 537 | 37 | 0.0% | — | 146 | +537 | New | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 492 | 35 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 476 | 34 | 0.0% | — | 148 | +476 | New | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | New | 452 | 32 | 0.0% | — | 149 | +452 | New | Q1 2026 | May 19, 2026 |
| WHITTIER TRUST CO | History | No change | 430 | 31 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 358 | 26 | 0.0% | — | 151 | +358 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | New | 358 | 25 | 0.0% | — | 152 | +358 | New | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 301 | 21 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 260 | 19 | 0.0% | 0.0% | 154 | -422 | -61.88% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 260 | 18 | 0.0% | — | 157 | +260 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 260 | 18 | 0.0% | 0.0% | 155 | +34 | 15.04% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 18 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | New | 228 | 16 | 0.0% | — | 158 | +228 | New | Q1 2026 | Apr 08, 2026 |
| FRANKLIN RESOURCES INC | History | New | 212 | 15 | 0.0% | — | 160 | +212 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 212 | 15 | 0.0% | 0.0% | 159 | -173 | -44.94% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 199 | 14 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 186 | 13 | 0.0% | 0.0% | 162 | +21 | 12.73% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 174 | 12 | 0.0% | 0.0% | 163 | +134 | 335.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | New | 161 | 11 | 0.0% | — | 167 | +161 | New | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | New | 160 | 11 | 0.0% | — | 166 | +160 | New | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 163 | 11 | 0.0% | 0.0% | 164 | +74 | 83.15% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 154 | 11 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 150 | 10 | 0.0% | — | 174 | +150 | New | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 141 | 10 | 0.0% | — | 173 | +141 | New | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 146 | 10 | 0.0% | 0.0% | 170 | -70 | -32.41% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 150 | 10 | 0.0% | 0.0% | 168 | +64 | 74.42% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 147 | 10 | 0.0% | 0.0% | 171 | +30 | 25.64% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 151 | 10 | 0.0% | 0.0% | 169 | +23 | 17.97% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 141 | 10 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 134 | 9 | 0.0% | 0.0% | 175 | +21 | 18.58% | Q1 2026 | Apr 13, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 134 | 9 | 0.0% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | New | 99 | 7 | 0.0% | — | 179 | +99 | New | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 100 | 7 | 0.0% | 0.0% | 177 | +1 | 1.01% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 105 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 98 | 6 | 0.0% | — | 181 | +98 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 77 | 6 | 0.0% | — | 180 | +77 | New | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | No change | 80 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 66 | 4 | 0.0% | — | 185 | +66 | New | Q1 2026 | May 15, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 65 | 4 | 0.01% | — | 186 | +65 | New | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 61 | 4 | 0.0% | — | 187 | +61 | New | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 64 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 54 | 3 | 0.0% | — | 191 | +54 | New | Q1 2026 | May 08, 2026 |
| Riverview Trust Co | History | New | 44 | 3 | 0.0% | — | 190 | +44 | New | Q1 2026 | May 01, 2026 |
| Fortis Group Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 29 | 2 | 0.0% | — | 193 | +29 | New | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 14 | 1 | 0.0% | — | 197 | +14 | New | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | No change | 26 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arvest Bank Trust Division | History | Closed out | 0 | 0 | — | 0.92% | — | -232,681 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,868 | -100.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,025 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,334 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,048 | -100.0% | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,969 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GreatBanc Trust CO | History | Closed out | 0 | 0 | — | 0.24% | — | -4,623 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,451 | -100.0% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,305 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,908 | -100.0% | Q1 2026 | May 05, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,742 | -100.0% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,730 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Y.D. More Investments Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -497 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q1 2026 | May 11, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 2 | 0 | — | 0.0% | — | -19 | -90.48% | Q1 2026 | Apr 03, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -12 | -50.0% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| Eukles Asset Management | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |