J.P. Morgan Exchange-Traded Fund Trust - BBEU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 91,996,902 | 6,743,373 | 0.42% | 0.15% | 1 | +56,521,262 | 159.32% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,165,348 | 85,420 | 0.01% | 0.0% | 2 | +707,519 | 154.54% | Q4 2025 | Feb 12, 2026 |
| Permanens Capital L.P. | History | Added to | 560,278 | 41,068 | 5.36% | 0.06% | 3 | +554,518 | 9627.05% | Q4 2025 | Feb 17, 2026 |
| Elm Partners Management LLC | History | Added to | 556,073 | 40,760 | 1.85% | 1.74% | 4 | +55,283 | 11.04% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 513,763 | 37,658 | 0.0% | 0.0% | 5 | -469,258 | -47.74% | Q4 2025 | Feb 17, 2026 |
| Legacy CG, LLC | History | Added to | 421,130 | 30,868 | 8.64% | 8.01% | 6 | +12,283 | 3.0% | Q4 2025 | Jan 26, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 378,649 | 27,754 | 3.01% | 2.92% | 7 | +15,752 | 4.34% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Reduced | 369,495 | 27,084 | 0.0% | 0.0% | 8 | -34,131 | -8.46% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 333,250 | 24,427 | 0.31% | 0.33% | 9 | -31,294 | -8.58% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 248,476 | 18,213 | 0.0% | 0.0% | 10 | +28,312 | 12.86% | Q4 2025 | Feb 11, 2026 |
| Arvest Bank Trust Division | History | Reduced | 232,681 | 17,055 | 0.92% | 0.91% | 11 | -2,779 | -1.18% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 229,736 | 16,839 | 0.0% | 0.0% | 12 | +6,371 | 2.85% | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 132,352 | 9,701 | 0.25% | 0.28% | 13 | -1,009 | -0.76% | Q4 2025 | Feb 02, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 127,967 | 9,405 | 0.07% | 0.07% | 14 | -10,312 | -7.46% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 116,368 | 8,529 | 3.0% | 3.12% | 15 | +6,910 | 6.31% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 78,161 | 5,729 | 0.0% | 0.0% | 16 | +73,765 | 1678.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,868 | 5,341 | 0.0% | 0.0% | 17 | +59,054 | 427.49% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,868 | 4,901 | 0.0% | 0.0% | 18 | +1,515 | 2.32% | Q4 2025 | Feb 10, 2026 |
| Curbstone Financial Management Corp | History | Added to | 62,830 | 4,605 | 0.88% | 0.4% | 19 | +33,150 | 111.69% | Q4 2025 | Jan 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 57,544 | 4,217 | 0.22% | 0.19% | 20 | +5,996 | 11.63% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,824 | 3,875 | 0.01% | 0.0% | 21 | +7,681 | 17.01% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 50,994 | 3,737 | 0.0% | 0.0% | 22 | -4,540 | -8.18% | Q4 2025 | Feb 10, 2026 |
| Secure Asset Management, LLC | History | Added to | 50,369 | 3,692 | 0.58% | 0.56% | 23 | +1,960 | 4.05% | Q4 2025 | Jan 20, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 44,166 | 3,237 | 1.75% | 1.65% | 24 | +1,926 | 4.56% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,771 | 3,208 | 0.01% | 0.01% | 25 | +5,304 | 13.79% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 41,528 | 3,044 | 0.01% | 0.01% | 26 | -1,709 | -3.95% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,177 | 3,018 | 0.01% | 0.0% | 27 | +29,231 | 244.69% | Q4 2025 | Mar 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 39,369 | 2,885 | 0.0% | 0.0% | 28 | -421 | -1.06% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 34,528 | 2,530 | 0.21% | 0.21% | 29 | -58 | -0.17% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 32,832 | 2,406 | 0.27% | — | 30 | +32,832 | New | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 32,557 | 2,386 | 0.04% | 0.04% | 31 | +50 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Evansbrook LLC | History | New | 31,430 | 2,303 | 1.54% | — | 32 | +31,430 | New | Q4 2025 | Feb 19, 2026 |
| Nolet Wealth Management, LLC | History | New | 30,265 | 2,218 | 1.24% | — | 33 | +30,265 | New | Q4 2025 | Feb 27, 2026 |
| Keel Point, LLC | History | No change | 29,153 | 2,136 | 0.13% | 0.12% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 27,564 | 2,020 | 0.0% | — | 35 | +27,564 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,243 | 1,924 | 0.01% | 0.0% | 36 | +5,800 | 28.37% | Q4 2025 | Feb 05, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 25,022 | 1,834 | 0.47% | 0.46% | 37 | -20 | -0.08% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 25,017 | 1,833 | 0.11% | 0.12% | 38 | +632 | 2.59% | Q4 2025 | Feb 10, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 24,788 | 1,816 | 0.03% | 0.02% | 39 | +3,826 | 18.25% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 24,350 | 1,784 | 0.02% | 0.03% | 40 | +1,373 | 5.98% | Q4 2025 | Feb 06, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 23,746 | 1,758 | 1.04% | 1.02% | 41 | -1,470 | -5.83% | Q4 2025 | Jan 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,032 | 1,688 | 0.03% | 0.03% | 42 | -524 | -2.22% | Q4 2025 | Jan 16, 2026 |
| Breakwater Investment Management | History | Added to | 22,022 | 1,614 | 0.58% | 0.54% | 43 | +816 | 3.85% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 21,779 | 1,596 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 21,598 | 1,583 | 0.0% | 0.0% | 45 | +82 | 0.38% | Q4 2025 | Feb 17, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 20,054 | 1,470 | 0.74% | 0.75% | 46 | -241 | -1.19% | Q4 2025 | Feb 02, 2026 |
| GenTrust, LLC | History | No change | 19,025 | 1,394 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 17,152 | 1,257 | 0.0% | — | 48 | +17,152 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 16,334 | 1,197 | 0.0% | — | 49 | +16,334 | New | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 16,159 | 1,184 | 0.0% | 0.0% | 50 | +599 | 3.85% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 15,600 | 1,143 | 0.0% | 0.0% | 51 | +12,359 | 381.33% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 15,436 | 1,131 | 0.0% | 0.0% | 52 | +3,460 | 28.89% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 15,387 | 1,127 | 0.0% | 0.01% | 53 | -4,962 | -24.38% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 13,635 | 999 | 0.0% | 0.0% | 54 | +732 | 5.67% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 13,267 | 976 | 0.01% | 0.0% | 55 | +9,056 | 215.06% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 11,705 | 857 | 0.0% | 0.0% | 56 | +3,446 | 41.72% | Q4 2025 | Feb 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 11,605 | 850 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 11,555 | 846 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,434 | 838 | 0.0% | 0.0% | 59 | +246 | 2.2% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,372 | 833 | 0.0% | 0.0% | 60 | +629 | 5.85% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,839 | 794 | 0.02% | 0.01% | 61 | +1,903 | 21.3% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,776 | 789 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yoffe Investment Management, LLC | History | No change | 10,642 | 780 | 1.0% | 0.96% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 9,021 | 661 | 0.07% | 0.06% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 8,691 | 637 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,468 | 620 | 0.0% | — | 66 | +8,468 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 8,350 | 612 | 0.01% | 0.01% | 67 | +167 | 2.04% | Q4 2025 | Jan 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 7,980 | 584 | 0.07% | 0.07% | 68 | -154 | -1.89% | Q4 2025 | Jan 07, 2026 |
| Creative Planning | History | Added to | 7,828 | 573 | 0.0% | 0.0% | 69 | +2,392 | 44.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 7,249 | 531 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,092 | 519 | 0.0% | — | 71 | +7,092 | New | Q4 2025 | Feb 18, 2026 |
| Quadrature Capital Ltd | History | New | 7,048 | 516 | 0.01% | — | 72 | +7,048 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,020 | 514 | 0.01% | — | 73 | +7,020 | New | Q4 2025 | Jan 27, 2026 |
| Cedarwood Wealth LLC | History | New | 6,679 | 511 | 0.57% | — | 74 | +6,679 | New | Q4 2025 | Mar 05, 2026 |
| Mechanics Bank Trust Department | History | No change | 6,969 | 510 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,817 | 499 | 0.0% | 0.0% | 76 | +1,923 | 39.29% | Q4 2025 | Feb 18, 2026 |
| Inscription Capital, LLC | History | No change | 6,819 | 499 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,746 | 494 | 0.0% | 0.0% | 78 | +1,069 | 18.83% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 6,641 | 486 | 0.0% | — | 79 | +6,641 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,578 | 482 | 0.0% | 0.0% | 80 | -192 | -2.84% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,513 | 477 | 0.0% | 0.0% | 81 | -4,528 | -41.01% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,438 | 471 | 0.0% | — | 82 | +6,438 | New | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | New | 6,401 | 469 | 0.03% | — | 83 | +6,401 | New | Q4 2025 | Jan 30, 2026 |
| Icon Wealth Advisors, LLC | History | New | 6,308 | 462 | 0.03% | — | 84 | +6,308 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,073 | 445 | 0.01% | 0.01% | 85 | +424 | 7.51% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 5,698 | 417 | 0.0% | 0.0% | 86 | +17 | 0.3% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,668 | 415 | 0.0% | 0.0% | 87 | +2 | 0.04% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,583 | 409 | 0.0% | 0.0% | 88 | +859 | 18.18% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 5,088 | 372 | 0.0% | — | 89 | +5,088 | New | Q4 2025 | Mar 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,011 | 367 | 0.0% | 0.0% | 90 | +363 | 7.81% | Q4 2025 | Jan 29, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 4,969 | 365 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 4,797 | 351 | 0.2% | 0.2% | 92 | -40 | -0.83% | Q4 2025 | Jan 27, 2026 |
| GreatBanc Trust CO | History | No change | 4,623 | 338 | 0.24% | 0.22% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Evernest Financial Advisors, LLC | History | New | 4,230 | 331 | 0.07% | — | 94 | +4,230 | New | Q4 2025 | Feb 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 4,500 | 330 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,451 | 326 | 0.0% | 0.0% | 96 | -37,552 | -89.4% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,392 | 321 | 0.01% | 0.01% | 97 | +38 | 0.87% | Q4 2025 | Feb 13, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 4,355 | 319 | 0.17% | — | 98 | +4,355 | New | Q4 2025 | Feb 27, 2026 |
| Morton Capital Management LLC/CA | History | New | 4,290 | 314 | 0.05% | — | 99 | +4,290 | New | Q4 2025 | Feb 03, 2026 |
| FSM Wealth Advisors, LLC | History | New | 4,267 | 312 | 0.04% | — | 100 | +4,267 | New | Q4 2025 | Jan 23, 2026 |
| Diversified Trust Co | History | New | 4,254 | 311 | 0.01% | — | 101 | +4,254 | New | Q4 2025 | Jan 09, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 4,053 | 297 | 0.06% | — | 102 | +4,053 | New | Q4 2025 | Feb 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | New | 4,040 | 296 | 0.04% | — | 103 | +4,040 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,811 | 279 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlTi Global, Inc. | History | No change | 3,812 | 279 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,723 | 272 | 0.0% | 0.0% | 106 | +527 | 16.49% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,712 | 272 | 0.0% | 0.0% | 107 | +99 | 2.74% | Q4 2025 | Feb 11, 2026 |
| Hardin Capital Partners, LLC | History | New | 3,696 | 270 | 0.13% | — | 108 | +3,696 | New | Q4 2025 | Jan 09, 2026 |
| Indie Asset Partners, LLC | History | No change | 3,649 | 267 | 0.3% | 0.34% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | No change | 3,600 | 263 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,531 | 259 | 0.0% | 0.0% | 111 | +427 | 13.76% | Q4 2025 | Jan 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,334 | 244 | 0.0% | 0.0% | 112 | -3,280 | -49.59% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 3,308 | 242 | 0.01% | — | 114 | +3,308 | New | Q4 2025 | Feb 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 3,305 | 242 | 0.07% | — | 115 | +3,305 | New | Q4 2025 | Feb 09, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 3,311 | 242 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | New | 3,056 | 224 | 0.0% | — | 116 | +3,056 | New | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | No change | 2,928 | 224 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,958 | 216 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,925 | 214 | 0.01% | 0.01% | 119 | +36 | 1.25% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | New | 2,908 | 213 | 0.0% | — | 120 | +2,908 | New | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | New | 2,771 | 203 | 0.0% | — | 121 | +2,771 | New | Q4 2025 | Feb 17, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,764 | 202 | 0.0% | — | 123 | +2,764 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 2,757 | 202 | 0.0% | — | 122 | +2,757 | New | Q4 2025 | Feb 17, 2026 |
| Elevation Wealth Management LLC | History | New | 2,742 | 200 | 0.19% | — | 125 | +2,742 | New | Q4 2025 | Feb 12, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 2,730 | 200 | 0.03% | — | 124 | +2,730 | New | Q4 2025 | Jan 12, 2026 |
| EASTERN BANK | History | No change | 2,350 | 172 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BlackRock, Inc. | History | New | 2,169 | 158 | 0.0% | — | 127 | +2,169 | New | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,720 | 126 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,618 | 118 | 0.01% | — | 129 | +1,618 | New | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,595 | 116 | 0.01% | 0.01% | 130 | -2 | -0.13% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,208 | 88 | 0.0% | 0.0% | 131 | +610 | 102.01% | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | No change | 1,211 | 88 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,160 | 85 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,140 | 83 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,000 | 73 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | No change | 916 | 67 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 837 | 61 | 0.0% | 0.0% | 137 | -8 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 840 | 61 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 671 | 49 | 0.0% | — | 139 | +671 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 682 | 49 | 0.0% | 0.0% | 140 | +15 | 2.25% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 492 | 36 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 497 | 36 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 473 | 34 | 0.0% | 0.0% | 143 | +3 | 0.64% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 430 | 32 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | New | 431 | 31 | 0.0% | — | 145 | +431 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 401 | 29 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 394 | 28 | 0.0% | — | 147 | +394 | New | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | New | 385 | 28 | 0.0% | — | 148 | +385 | New | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | New | 301 | 22 | 0.0% | — | 149 | +301 | New | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | New | 250 | 18 | 0.0% | — | 150 | +250 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 226 | 16 | 0.0% | 0.0% | 151 | +140 | 162.79% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 216 | 15 | 0.0% | 0.0% | 152 | +156 | 260.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 199 | 14 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 165 | 12 | 0.0% | 0.0% | 154 | +59 | 55.66% | Q4 2025 | Jan 23, 2026 |
| United Community Bank | History | No change | 172 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | New | 152 | 11 | 0.0% | — | 156 | +152 | New | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | Reduced | 154 | 11 | 0.0% | 0.0% | 157 | -3 | -1.91% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 141 | 10 | 0.0% | — | 158 | +141 | New | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 128 | 9 | 0.0% | 0.07% | 161 | -93,305 | -99.86% | Q4 2025 | Feb 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 134 | 9 | 0.0% | — | 159 | +134 | New | Q4 2025 | Feb 04, 2026 |
| Hamrick Investment Counsel, llc | History | New | 134 | 9 | 0.01% | — | 162 | +134 | New | Q4 2025 | Mar 31, 2026 |
| BESSEMER GROUP INC | History | New | 116 | 9 | 0.0% | — | 160 | +116 | New | Q4 2025 | Feb 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 118 | 8 | 0.0% | — | 163 | +118 | New | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 117 | 8 | 0.0% | — | 165 | +117 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 113 | 8 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | New | 89 | 7 | 0.0% | — | 166 | +89 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 105 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | New | 86 | 6 | 0.0% | — | 169 | +86 | New | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | No change | 80 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 61 | 4 | 0.0% | — | 172 | +61 | New | Q4 2025 | Jan 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 64 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 43 | 3 | 0.0% | 0.0% | 174 | -15 | -25.86% | Q4 2025 | Jan 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 40 | 2 | 0.0% | — | 175 | +40 | New | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Activest Wealth Management | History | New | 26 | 1 | 0.0% | — | 179 | +26 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 25 | 1 | 0.0% | — | 178 | +25 | New | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | New | 24 | 1 | 0.0% | — | 180 | +24 | New | Q4 2025 | Jan 13, 2026 |
| Global Wealth Strategies & Associates | History | New | 21 | 1 | 0.0% | — | 181 | +21 | New | Q4 2025 | Jan 02, 2026 |
| Strive Financial Group ,LLC | History | New | 18 | 1 | 0.0% | — | 183 | +18 | New | Q4 2025 | Feb 18, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -80,050 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -79,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -76,373 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,104 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,339 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,096 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,518 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,466 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -789 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -694 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Blue Trust, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 21, 2026 |
| Eukles Asset Management | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |