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 | No change | 88,126,715 | 6,810,432 | 0.38% | 0.38% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elm Partners Management LLC | History | No change | 656,570 | 51,061 | 1.83% | 1.83% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | No change | 445,806 | 34,670 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy CG, LLC | History | No change | 402,641 | 31,313 | 8.02% | 8.02% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 379,654 | 29,525 | 2.9% | 2.9% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Permanens Capital L.P. | History | No change | 376,103 | 29,249 | 3.01% | 3.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 359,839 | 27,984 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 315,727 | 24,554 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 232,476 | 18,079 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 202,969 | 15,784 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 132,952 | 10,339 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 128,386 | 9,984 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 123,735 | 9,622 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 119,430 | 9,288 | 3.04% | 3.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 115,943 | 8,998 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curbstone Financial Management Corp | History | No change | 64,390 | 5,007 | 0.85% | 0.85% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 60,151 | 4,677 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 58,639 | 4,560 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Secure Asset Management, LLC | History | No change | 58,459 | 4,546 | 0.64% | 0.64% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 54,694 | 4,253 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 51,297 | 3,989 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 46,336 | 3,603 | 1.75% | 1.75% | 22 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quantinno Capital Management LP | History | No change | 40,422 | 3,143 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 64,582 | 2,974 | 0.94% | 0.94% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,788 | 2,549 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 32,074 | 2,494 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 31,685 | 2,464 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evansbrook LLC | History | No change | 31,430 | 2,444 | 1.46% | 1.46% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 31,213 | 2,430 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nolet Wealth Management, LLC | History | No change | 30,265 | 2,353 | 1.3% | 1.3% | 30 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FMR LLC | History | No change | 29,213 | 2,271 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 27,469 | 2,136 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,824 | 2,008 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 25,485 | 1,981 | 0.22% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 25,417 | 1,976 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cetera Investment Advisers | History | No change | 23,708 | 1,843 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 23,027 | 1,790 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 22,022 | 1,712 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 21,875 | 1,701 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PGIM Custom Harvest LLC | History | No change | 21,429 | 1,666 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 21,249 | 1,666 | 1.3% | 1.3% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 20,586 | 1,600 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,349 | 1,582 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 19,907 | 1,548 | 0.34% | 0.34% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MN Wealth Advisors, LLC | History | No change | 19,096 | 1,485 | 0.63% | 0.63% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 18,675 | 1,452 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Investment Management | History | No change | 17,600 | 1,368 | 0.47% | 0.47% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,219 | 1,339 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,152 | 1,333 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,450 | 1,279 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,723 | 1,067 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 13,035 | 1,013 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CERTUITY, LLC | History | No change | 12,658 | 984 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 12,565 | 977 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 12,260 | 953 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 11,537 | 897 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 11,422 | 888 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 10,934 | 850 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,776 | 838 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoffe Investment Management, LLC | History | No change | 10,642 | 827 | 0.95% | 0.95% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN ADVISORY INC | History | No change | 10,503 | 816 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,381 | 807 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 10,214 | 794 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 10,161 | 790 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 10,062 | 782 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 9,054 | 704 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mechanics Bank Trust Department | History | No change | 8,549 | 664 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Caprock Group, LLC | History | No change | 8,502 | 661 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 7,980 | 620 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 7,249 | 563 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,185 | 558 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W1M Asset Management Ltd | History | No change | 7,123 | 553 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,020 | 545 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,981 | 542 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,923 | 538 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 6,819 | 530 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedarwood Wealth LLC | History | No change | 6,679 | 519 | 0.39% | 0.39% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,512 | 506 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,426 | 499 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 6,311 | 490 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 6,235 | 484 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,958 | 463 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,926 | 460 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,746 | 446 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMITRY LLC | History | No change | 5,698 | 443 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,887 | 380 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 4,566 | 355 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 4,477 | 348 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 4,396 | 341 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 4,367 | 339 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 4,358 | 338 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,320 | 336 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Morton Capital Management LLC/CA | History | No change | 4,287 | 333 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 4,267 | 331 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Diversified Trust Co | History | No change | 4,254 | 330 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | History | No change | 4,130 | 321 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,058 | 315 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 4,053 | 315 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 4,040 | 314 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 3,812 | 296 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,767 | 292 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 3,656 | 284 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,637 | 283 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,896 | 282 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 3,523 | 273 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,460 | 269 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,308 | 257 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,884 | 256 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,289 | 255 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,256 | 253 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,038 | 236 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Indie Asset Partners, LLC | History | No change | 3,000 | 233 | 0.22% | 0.22% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,988 | 232 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,969 | 230 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 2,930 | 227 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 2,928 | 227 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,896 | 224 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,840 | 220 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,817 | 219 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 2,730 | 212 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,663 | 207 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 2,652 | 206 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,289 | 178 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EASTERN BANK | History | No change | 2,350 | 177 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,812 | 140 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,720 | 133 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 1,748 | 132 | 0.0% | — | 127 | +1,748 | New | Q3 2026 | Oct 02, 2026 |
| Waverly Advisors, LLC | History | No change | 1,681 | 130 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,595 | 124 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO | History | No change | 1,574 | 123 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,532 | 117 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,160 | 90 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,140 | 88 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,026 | 79 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,013 | 78 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 916 | 71 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 882 | 68 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 833 | 64 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 784 | 60 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 720 | 55 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 675 | 52 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 630 | 48 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 621 | 48 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 617 | 47 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 550 | 42 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOKF, NA | History | No change | 534 | 41 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ESL Trust Services, LLC | History | No change | 527 | 40 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 492 | 38 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 476 | 37 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | No change | 413 | 32 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 417 | 32 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 358 | 28 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 358 | 27 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 331 | 25 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 323 | 25 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 338 | 25 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 301 | 23 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 278 | 22 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 269 | 20 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 250 | 19 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 251 | 19 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 247 | 19 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 254 | 19 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 212 | 16 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 200 | 15 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 161 | 12 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 154 | 12 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 151 | 11 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingdom Financial Group LLC. | History | No change | 144 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 140 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 134 | 10 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 117 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 113 | 8 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 103 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 105 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 98 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 80 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 49 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aventura Private Wealth, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 27 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eukles Asset Management | History | No change | 13 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 14 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Operose Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |